Executive Director: Budget - Financial Services Department (2018-19)

Location
Oakland, CA, US
Salary
$112,883.96 - $144,080.24 / Per Year
Posted
Jul 04, 2018
Ref
2236
Ref:

TITLE:

Executive Director, Budget

REPORTS TO:

Assigned Supervisor

DEPARTMENT:

As Assigned

CLASSIFICATION:

Classified Management

Confidential

FLSA:

Exempt

WORK YEAR/HOURS

261 days/7.5 hours

ISSUED:

Revised: June 2007

Revised: May 2013

SALARY GRADE:

CFCA 25

BASIC FUNCTION: Under direction of the Chief Financial Officer, plans, organizes and manages the daily operations of Financial Services; supervises, reviews and evaluates performance of the Financial Services Directors and other staff. Develops and monitors budget; establishes and maintains system of internal control to safeguard District assets. Responsible for the District's financial reporting to outside agencies and does related work as required. Recommend and implement fiscal policies with 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 the Executive Director, Budget are to provide financial and budgetary services and assistance to District leadership in the development and the revisions of the annual budget and interim reports, analyze and interpret financial and statistical data and to administer all financial systems in accordance with approved expenditures, sound accounting principals 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

Direct and participate in the analysis of economic forecasts, multiyear financial forecasts, enrollment projections, relevant legislation, federal and state budgets, and other information to develop long and short-term state and District income projections.

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

Direct 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 information to the Executive Officers and the Board of Education. Interpret the District budget and financial position and presents 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 state compliance, and develop recommendations for immediate and long-term financial management.

Provide analytical support for District's Labor Relations department in all collective bargaining negotiations; conduct District-wide analysis of historical spending patterns and future (projected) spending to be used in collective bargaining negotiations; participate as a member of the District's negotiating team.

Assist in completion of post-negotiations cost analysis (AB1200) of the Alameda County Office of Education, in order to demonstrate that OUSD is able to financially support agreed-upon collective bargaining arrangements.

Advise and provide direct support to the CFO of unusual trends or problems and recommend corrective action.

Review and participate in the analysis of laws, rules, and legal opinions that affect the use of funds by schools and implements or recommends changes to division policies, procedures, and programs.

Coordinate with Human Resources, Technology Services, Payroll, Regional Office, and other departments to provide increased understanding of financial issues.

Coordinate various projects with the CFO as needed.

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

Oversee the management of the District's required Financial Reporting procedure, Budget Development Process and Site-Based Budgeting practice as well as financial system workflow analysis and year end closing activities.

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

Serve as the liaison and business owner for development of IT system capabilities; ensure that requirements are appropriately developed to meet Financial Services needs, systems are properly tested, and any glitches are corrected before the system is officially implemented.

Manage a team of Financial Services Directors focused on serving the budgeting, financial reporting and operational needs of the District. Direct, supervise, evaluate and train Financial Services Directors and financial services office staff.

Promote the establishment and maintenance of a partnership between educational programs and business services.

Attend and actively participate in the Alameda County Office of Education's Directors Committee.

Collaborate with Human Resources in developing a comprehensive professional development program for division staff.

Coordinate the development of communications materials (presentations, memos, guides) to be provided 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.

Perform other duties as assigned.

MINIMUM QUALIFICATIONS

TRAINING, EDUCATION AND EXPERIENCE: 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; at least two years of leadership or management experience.

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

LICENSES AND OTHER REQUIREMENTS:

Valid California Drivers License.

Employment eligibility that may include fingerprints, Tuberculosis and/or other employment clearance.

KNOWLEDGE AND ABILITIES

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 analysis techniques

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

WORKING CONDITIONS:

ENVIRONMENT:

Office environment; driving a vehicle to conduct work; fast-paced work, constant interruptions.

PHYSICAL DEMANDS:

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: Financial Services
Salary Range: $112,883.96 - $144,080.24 / Per Year
Shift Type: Full-Time

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