Comptroller na Region 4 Education Service Center

Classification:  Admin/Prof

Exemption Status/Test:  Exempt/Administrative                        

Job Grade: 8

Department:  Business Services

Reports To:  Chief of Finance and Business Services

Job Goal:

Provide leadership for the Business Services department by managing all accounting operations, budget development and monitoring and financial reporting, and compliance functions under the direction of the Chief of Finance and Business Services. The Comptroller leads the annual budget cycle, external audit, and monthly financial reporting, while also ensuring the efficiency and integration of financial systems. Serving as the primary operational resource to Cabinet, directors, and departments, the Comptroller delivers accurate financial information, strong customer service, and compliance with Region 4, TEA, state, and federal standards. In addition, the Comptroller provides financial guidance and support to local education agencies (LEAs) and charter schools, assisting them with budgeting, audit readiness, and compliance needs.

Qualifications:

Education

• Bachelor’s degree in finance or accounting
• CPA or relevant professional certification

Experience

1. Five years of progressive experience in a senior finance or accounting role, preferably in the public sector
2. Three years of supervisory or management experience
3. Experience managing and integrating financial systems (PowerSchool or comparable ERP)

Special Knowledge and Skills

1. Strong financial analysis, budgeting, and forecasting skills
2. Strong knowledge and understanding of Texas public school finance, including TEA compliance requirements
3. Excellent leadership, communication and interpersonal skills

Preferred Qualifications

• Master’s degree in finance, Accounting, or related field
• TASBO certification

Major Responsibilities:

Budget Development & Monitoring

1. Lead the preparation, monitoring, and analysis of the Center’s annual budget under the direction of the CFO.
2. Coordinate budget meetings with Cabinet members, directors, and program leaders to review needs, forecasts, and amendments.
3. Provide direct support to directors in developing and monitoring departmental budgets.
4. Prepare and present monthly financial reports, agenda items, and exhibits for the Board of Trustees, Leadership Council, and other committees as requested.
5. Ensure timely publication of the annual budget book.

Financial Management & Reporting

1. Direct month-end and year-end closing procedures, including journal entries, reconciliations, and financial adjustments.
2. Oversee the preparation and publication of the Comprehensive Annual Financial Report (CAFR).
3. Ensure timely submission of all required TEA and state/federal financial reports (e.g., PEIMS Finance, state and federal grants).
4. Provide financial analysis and recommendations to support entrepreneurial activities and departmental initiatives.

Audit & Compliance

1. Lead and coordinate the annual external audit, serving as primary liaison with independent auditors.
2. Coordinate and oversee TEA or funding agency audits and ensure corrective actions are implemented.
3. Ensure compliance with GAAP, TEA regulations, federal/state laws, and Region 4 policies.
4. Implement internal controls to safeguard assets and ensure accuracy of records.

Financial Systems & Operations

1. Oversee the operation, functionality, and security of all financial systems, ensuring efficient workflow and user support.
2. Plan and manage system upgrades and integrations with other enterprise platforms (e.g., escWorks, PACE, HR).
3. Maintain and update Business Services manuals and processes to reflect regulatory and system changes.

External Support & Regional Services

1. Respond to external requests from LEAs and charter schools to conduct business office assessments, provide financial process reviews, and recommend improvements.
2. Deliver back-office support services as needed, including budgeting, financial reporting, and compliance assistance to regional partners.
3. Mentor and provide technical assistance to business officials across the region, supporting capacity-building in areas such as audit readiness, budget, internal controls, tax elections, and compliance.
4. Represent Region 4 at TASBO, TEA, and regional forums by sharing best practices, facilitating training, and supporting statewide financial initiatives.

Continuous Improvement

1. Conduct periodic reviews and audits of financial processes to identify risks, inefficiencies, or opportunities for improvement.
2. Stay current on accounting standards, TEA regulations, and state/federal laws, update practices accordingly.
3. Provide in-service and professional development for internal staff and regional LEAs as appropriate.

Leadership & Supervision

1. Supervise and evaluate Business Services staff.
2. Provide staff development, training, and coaching to ensure high performance and excellent customer service.
3. Present at Leadership Council and other leadership meetings on financial performance, systems, and compliance.
4. Serve as a financial resource to Region 4 local education agencies in all areas of school finance.

Physical Demands/Environmental Factors/ Mental Demands:

Frequent use of standard office equipment; prolonged sitting; occasional bending/stooping, pushing/pulling, and twisting; repetitive hand motions (keyboarding and use of mouse); occasional light lifting and carrying (less than 15 pounds); may work prolonged and irregular hours; occasional statewide travel; work with frequent interruptions; maintain emotional control under pressure.