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Director, Budget and Finance - Office of the Chief Business Officer (2020-21)

Employer
Oakland Unified School District
Location
Oakland, CA, US
Salary
$130,652.16 - $166,771.52 / Per Year
Position Description

TITLE: Director, Budget and Finance

REPORTS TO: Assigned Supervisor

DEPARTMENT: As Assigned CLASSIFICATION: Classified Management

Confidential

FLSA: ExemptWORK YEAR/HOURS: 261 days/7.5 hours

SALARY GRADE: CFCA 27

BASIC FUNCTION: Under direction of the Chief Business Officer, plan, organize and manage the daily operations

of the assigned direct reports within the finance division including supervise, review and evaluate performance of

direct reports. Develop and monitor budget; establish and maintain system of internal control to safeguard District

assets. Recommend and implement fiscal policies which provide for adequate budgetary and staffing control.

Serve as advisor to top administrators concerning all budget and finance issues.

Maintain confidentiality of all personnel matters; some duties will involve access to confidential information

concerning employer-employee relations. REPRESENTATIVE DUTIES: The primary duties of Director, Budget and Finance are to provide financial and

budgetary services and assistance to District leadership in the development and the revisions of the annual budget,

analyze and interpret financial and statistical data and to administer all financial systems in accordance with

approved expenditures, sound accounting principles and legal requirements.

(Incumbent may perform any combination of the essential functions shown below. This position description is not

intended to be an exhaustive list of all duties, knowledge, or abilities associated with this classification, but are

intended to accurately reflect the principal job elements). ESSENTIAL FUNCTIONS:

Plan, organize, and control the District-wide budget development, implementing and monitoring processes to

ensure that funds are equitably allocated in support of the District's strategic priorities and that sites administration

spending remains within approved levels.

Recommend and implement fiscal policies which provide for adequate budgetary and staffing control.

Manage the development, preparation and implementation of the annual general fund budget and District special

fund budgets, as well as adjustments throughout the fiscal year.

Prepare and present budgetary process information to the Senior Leadership and the Board of Education. Interpret

the District budget and financial position and present to special interest groups and the general public when

required.

Develop and approve policies and procedures for the implementation of budgetary controls. Establish internal

control system(s).

Coordinate the implementation of internal control systems for the budgeting process to support federal and

Review and participate in the analysis of laws, rules, and legal opinions that affect the use of funds by schools and

implement or recommend changes to division policies, procedures, and programs.

Coordinate with Talent (Human Resources), Technology Services, Senior Leadership, Network Offices, and other

departments to provide increased understanding of financial issues.

Oversee the development of automated, interactive, web-based data reporting to make financial data more widely

accessible, timely, and useful both internally and externally.

Oversee communications regarding financial data analytic reporting, including internal and external stakeholder

engagement and development and delivery of presentations to audiences with diverse levels of knowledge and

understanding of quantitative data analysis and statistics.

Identify priorities for data collection, data cleanup, process improvement, reporting, and technology improvement

as it relates to financial services.

Collaborate with District Leadership to develop strategic data-informed business policies and systems that support

fiscal vitality.

Coordinate various projects with the CBO and/or CFO as needed.

Represent the CBO and/or CFO when needed at meetings and on committees.

Partner with other management to resolve issues associated with both revenue and cost structures.

Manage an assigned team focused on fiscal vitality, compliance and data reporting.

Oversee the management of the District's Budget Development and monitoring processes and Site-Based

Budgeting practice.

Ensure the effectiveness of the internal controls in the District's financial systems.

Promote the establishment and maintenance of a partnership between instructional programs and business

services.

Coordinate the development of communications materials (presentations, memos, guides) to distribute to various

users of these new systems; coordinate, organize, lead, and participate in training sessions where appropriate to

ensure that users are able to use these new systems.

Supervise, train, evaluate and hold accountable the performance and professionalism of assigned staff; interview

and select employees, and recommend transfers, reassignments, terminations, and disciplinary actions.

Provide cross-training to other staff members within the department.

Perform other duties as assigned. QUALIFICATIONS:

The District determines whether a candidate is qualified based on fulfillment of prerequisites, relevant work

experience, ability to perform the essential functions, reference checks, effective interpersonal and communication

skills demonstrated by interview performance and/or writing samples, and achievement on performance-based

assessments (if applicable) that demonstrate the candidate possesses the requisite knowledge, skills and abilities.

Meeting prerequisites only satisfies the initial screening process and does not indicate the candidate is qualified to

perform the essential functions of the position. KNOWLEDGE OF:

Laws, policies, regulations and procedures governing California public school finance

Appropriate accounting and budgeting practices and procedures

Principles and procedures of accounting, auditing and finance, administration and control

California School Accounting Manual, California Education Code, and Board of Education policies

Legal bases and sources of finance for California public education

Theory, principles, and practices of school district financial management, including budgetary and accounting

procedures and fiscal controls

Information systems capabilities and methods used in budget development and administration and fiscal controls

Federal and state funded categorical programs and pertinent rules and regulations

California student attendance and enrollment reporting

Research and data analysis

Economic and financial forecasting techniques

Principles of program budgeting and school-level finance

Principles of public administration and personnel management

Organization and policies of the Oakland Unified School District

Provisions of labor agreements relative to employer/employee relations

Correct English usage, grammar, spelling, vocabulary and punctuation

Computer software, hardware, and related technology ABILITY TO:

Supervise and evaluate staff

Attract, develop, train and inspire Financial Services team members

Plan and direct a variety of activities through direct supervisors

Understand and monitor California Education Code and Federal and State Compliance Requirements

Manage, develop and monitor a large budget in a complex organization

Perform complex financial analysis and calculations for Senior Management and/or Strategy Group

Evaluate procedures and problems and develop and install improvements

Present clear and effective oral and written reports

Make, support, and explain recommendations and decisions

Use and implement complex technological systems

Consistently meet and/or exceed client expectations

Build highly-functioning relationships with managers both inside and outside of the Financial Services Division

Communicate and present effectively orally and in writing

Effectively use Financial Services analytical tools PREREQUISITES

A Bachelor's degree in accounting, business administration or economics, or related field plus a minimum of seven

years experience with budget and financial management preferably in school finance.

Two (2) years of leadership or management experience

Master's degree in business administration and/or certified public accountant license preferred

Valid California Driver's License, if applicable PRE-EMPLOYMENT PROCESS:

Employment eligibility will include fingerprints, tuberculosis and/or other employment clearance WORKING CONDITIONS

ENVIRONMENT:

Office and diverse school site environments; driving a vehicle to conduct work; fast-paced work; constant

interruptions PHYSICAL REQUIREMENTS:

Dexterity of hands and fingers to operate a computer keyboard; sitting or standing for extended periods of time;

hearing and speaking to exchange information and make presentations; seeing to read and write reports; kneeling

and bending at the waist, reaching overhead, above the shoulders and horizontally; lifting light objects. NON-DISCRIMINATION POLICY:

The Oakland Unified School District does not discriminate in any program, activity, or in employment on the basis

of actual or perceived race, religion, color, national origin, ancestry, age, marital status, pregnancy, physical or

mental disability, medical condition, genetic information, veteran status, gender, sex, or sexual orientation.

Primary Location: Chief Financial Officer
Salary Range: $130,652.16 - $166,771.52 / Per Year
Shift Type: Full-Time

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