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
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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
Job Contact Information
Name:
Title:
Phone:
Email:
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
Job Contact Information
Name:
Title:
Phone:
Email:
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