Ref. 8938

BASIC FUNCTION:  Direct, lead, plan, coordinate, supervise and evaluate the District’s Financial, Compliance, Risk Management, Accounting, and Procurement and Distribution, and is principal support to the Deputy Superintendent, Business Services and Operations; supervises, reviews and evaluates the directors and managers.  Maintain confidentiality of all personnel matters; some duties will involve access to confidential information concerning employer-employee relations.   

REPRESENTATIVE DUTIES: Develop Master Control Tools for budgeting, financial reporting; interim reports and unaudited actuals. Develop and direct economic forecasts and multiyear financial forecasts. Oversee the management of the budget development process, financial reports, audits, compliance reports, cash flow management, internal controls, workers’ compensation utilization, employee benefits costs, procurement requirements, Redevelopment Agency revenues, and property and liability coverage. (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 reflect the principal job elements accurately.)

ESSENTIAL FUNCTIONS

• Plan, organize, lead, direct, evaluate and coordinate a variety of programs, projects and activities related to the financial functions including Budget, Accounting, Accountability & Compliance, Risk Management, Audit, and Procurement and Distribution.
• Serve as the Chief Financial Officer for the District, implementing programs to assure the financial stability of the District and approving financial plans and budgets.
• Direct and review the administration of financial activities via appropriate administrators and staff.
• Formulate financial analysis, and provide financial data as required for District labor negotiations; assist in preparing and/or presenting the District’s position in collective bargaining negotiations.
• Direct the District’s investment program and cash management; serve as the primary liaison with Alameda County and Alameda County Office of Education with regards to the District’s investments and functions as the custodian of a variety of trust funds.
• Prepare, administer, and control the annual general fund and all special fund budgets, coordinate and verify all student enrollment and attendance reports required by the State.
• Provide technical expertise regarding assigned functions; formulate and develop policies and procedures.
• Develop and implement long and short-term plans and activities for assigned areas and the District.
• Provide advice and counsel to the Superintendent, Deputy Superintendent of Business Services and Operations, Board of Education and others on matters pertaining to assigned areas of responsibility.
• Communicate with other administrators, District personnel and contractors to coordinate activities and programs, resolve issues and conflicts and exchange information.              
• Assist staff in budget development and administration when necessary, including maintenance of financial, position control, and functional supervision over financial management of student-body activities in all schools.
• Establish and maintain internal control. 
• Oversee the District’s claim, loss, and accident history, and identify methods to eliminate or minimize risks and possible losses.
• Assist the Deputy Superintendent, Business Services and Operations in representing the Financial Services Division in meetings with administrative staff, the Board of Education and its standing committees.
• Attend and actively participate in the Alameda County Office of Education’s Chief Business Official Meeting.
• Coordinate management information systems as it pertains to the financial, encumbering, accounting, human resources, position control, and payroll, budgeting functions of the District.
• Centralize accounting for expenditures and property, expenditure forecasting, cash-flow management, investment of surplus funds, maintenance of official accounting records, and related functions.
• Consult with and advise administrators regarding legal and procedural requirements of the school District’s financial management.
• Promote the establishment and maintenance of a partnership between educational programs and business services.
• Attend meetings of the Board to present and assist with the interpretation of the financial condition of the District. 
• Perform related duties as required.

MINIMUM QUALIFICATIONS

TRAINING, EDUCATION AND EXPERIENCE:  A Bachelor’s degree from an accredited college or university with a major in business administration, public administration or education with a specialization in school administration. Ten years of increasingly responsible management experience with a medium to large school district.  Seven years of professional-level analytical or managerial experience, including at least five years of experience involving budget development and monitoring, payroll, position control,  accounting, financial reporting, financial analysis, risk management, procurement and compliance.

Master’s degree strongly preferred

LICENSES AND OTHER REQUIREMENTS:

Valid California Driver’s License

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

KNOWLEDGE AND ABILITIES

KNOWLEDGE OF:

• Legal bases and sources of finances of California public education
• Theory and practice of accounting, business administration, budgeting, auditing, payroll, position control, fiscal management and risk management with emphasis on governmental operations
• Budget preparation and control
• State laws, the California School Accounting Manual (CSAM), and Government Accounting Standards Board (GASB), Generally Accepted Accounting Principles (GAAP) and other regulations affecting school district financial affairs
• Principles of organization, management, systems analysis, budgeting, staff development, communications and personnel administration
• Concepts and applications of electronic data processing
• Planning, organization and coordination needed for assigned program
• Diverse academic, socio-economic, cultural, ethnic, and disability backgrounds of District staff and students
• Correct English usage, grammar, spelling, vocabulary and punctuation
• Computer software, hardware, and related technology

ABILITY TO:

• Formulate, organize and administer a wide variety of major organizational units involving business, finance, accounting, payroll, procurement and distribution and risk management
• Supervise and evaluate staff from diverse backgrounds
• Communicate effectively both orally and in writing
• Interpret, apply and explain rules, regulations, policies and procedures
• Analyze situations and complex financial data accurately and adopt an effective course of action
• Work independently
• Prepare comprehensive narrative and statistical reports
• Maintain, through subordinates, the accuracy and currency of records and reports, while meeting regular and special demands for data
• Operate personal computer, related software, and other office equipment

WORKING CONDITIONS

ENVIRONMENT:

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

PHYSICAL REQUIREMENTS:

Consistent mental alertness; sitting or standing for extended periods of time; lifting, carrying, pushing, and pulling objects up to 30 pounds, occasionally 30+ pounds; bending and twisting at the waist, reaching overhead, above the shoulders and horizontally; dexterity of both hands and fingers while performing duties; seeing to read, write and use the computer; hearing and speaking to exchange information, in person or on the telephone, and make presentations.

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.