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

Oakland Unified School District Oakland, CA
Financial Services Director: Budget Development - Budget Department (2018-19)

Employer:

Oakland Unified School District

Date Posted:

7/12/2018

Contact:

Oakland Unified School District Recruitment

Number Openings: (At time of posting)

1

Length of Work Year:

12 Months, 261 Days, 7.5 Hours per day

Employment Type:

Full Time

Application Deadline:

7/29/2018 12:00 AM Pacific

Salary:

$97,513.71 - $124,443.29 Annual

Date Posted:

7/12/2018 Application Deadline:

7/29/2018 12:00 AM Pacific Employment Type:

Full Time Length of Work Year:

12 Months, 261 Days, 7.5 Hours per day Salary:

$97,513.71 - $124,443.29 Annual Number Openings: (At time of posting)

1 Contact: Oakland Unified School District Recruitment Email: recruitment@ousd.k12.ca.us Phone:

Job Description / Essential Elements: Print

BASIC FUNCTION: Under the direction of the Executive Director of Budget, plan, organize, and direct the functions of the budget development process; direct the maintenance of the District's budget, projections and standards. Provide funding guidelines for District programs and funds. Implement internal controls for routine budget operation functions; direct support staff on budget operations processes. Supervise and evaluate the performance of assigned Financial Analysts or related staff. The Director is authorized to act on behalf of the Executive Director of Budget in his/her absence in collaboration with the other Financial Services Directors.

REPRESENTATIVE DUTIES: The primary duties of the Budget Development Financial Services Director are to manage District-wide budget development, position control and collective bargaining negotiations projections. (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, control and direct the District-wide budget development, implementation and monitoring processes to ensure that funds are equitably allocated in support of the District's strategic priorities and that site administration spending remains within approved levels.

Supervise, coordinate and implement the District's budget process, including full development and implementation of the budget development tool.

Direct the evaluation of budget requests to the budget development team for review.

Manage activities concerning general fund and special fund budgets, pupil statistics, and school and District-oriented financial activities, including budget, and position control.

Manage the preparation of the annual general fund, District special fund and capital budgets, as well as adjustments throughout the fiscal year.

Recommend and develop policies and procedures for the implementation of budgetary controls.

Assist in development and implementation of student-based budgeting formula and maintain central office allocations on a specialized monitoring tool.

Manage, supervise, coordinate, and troubleshoot the transition of the District's budget projection into the financial system.

Coordinate the monitoring of the District's position control system to ensure that all District employees are provided with a valid authorized position within the District's operating budget and that the positions are maintained at the appropriate levels.

Collaborate with site-based management to develop and actively monitor the District position control system to ensure all District employees are in a valid, authorized position within the District's operating budget; responsible for ensuring that all authorized positions are in the position control system in a timely fashion; set up the authorized positions and establish the job codes for those positions.

Work closely with HRSS and Payroll to identify and troubleshoot payroll problems related to position control.

Coordinate the implementation of internal control systems to ensure that budget allocations are not exceeded, and develop recommendations for immediate and long-term financial management.

Provide analytical support to the Executive Director of Budget for the 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.

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

Collaborate closely with IT staff to address financial system issues and needs on a District-wide basis to ensure operational efficacies; identify and develop system protocols; make recommendations for improvement.

Manage information system support for the purpose of providing accuracy of data entered, ability to access system information and to retrieve information in a usable format.

Maintain succinct interpersonal communication with District personnel and Executive staff.

Support the Operation Reporting and Site-Based Financial Services Directors.

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

Presents reports to the Board of Education and its committees as needed

Select, manage and evaluate a team of analysts focused on serving the budgeting and financial operational needs of the entire District; organize, provide leadership, guidance and supervision to staff as well as training and in-service activities; direct and assign work to assigned staff.

Establish effective and ongoing communication with District administrators, representatives of county, state and federal agencies and others to obtain budget and funding information related to a variety of District-related program and services.

Serve as a resource to District personnel for the purpose of providing information and guidance for budgetary operations and for utilizing tools to manage data; research solutions for the purpose of troubleshooting and problem solving regarding the use of information system tools.

Represent the Executive Director of Budget in collaboration with the Financial Services Directors when absent at meetings and committees. Assist the Executive Director of Budget with various projects as needed.

Communicate with other managers, personnel and outside organizations to coordinate activities and programs, resolve issues and conflicts and exchange information, address program problems with managers; document problems and recommend solutions.

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

Manage and lead the Financial Services Budget and Accountant Resource Team.

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

Review and keep current on new and revised finance related laws and regulations affecting school finance.

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 five years of experience with budget and financial management preferably school finance and three years of personnel management.

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

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

Appropriate accounting and budgeting practices and procedures

The principles and procedures of accounting, auditing and finance, administration and control

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

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 supervisor/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.

Requirements for Applying

Requirements for Applying

NON-DISCRIMINATION POLICYThe 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.

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