Director of Fiscal Services (Controller)

Anaheim Union High School District • Anaheim, CA

2d • Onsite

About The Position

Under the direction of the Executive Director of Fiscal Services, this role plans, organizes, directs, supervises, and evaluates District accounting, payroll, and bookkeeping activities. It involves establishing and revising payroll and accounting processes and procedures, conducting accounting analyses, preparing financial statements, and conducting audits of all District funds and accounts. The position also provides complex staff assistance to the Assistant Superintendent, Business Services.

Requirements

• Equivalent to a Bachelor's degree from an accredited college or university with major coursework in accounting, business or closely related field.
• Six years of progressively responsible professional accounting experience, including at least three years in administrative and supervisory roles.
• One year of either school district management experience that includes financial auditing activities, or one year of managing financial audits for a school district is required.
• Access to reliable transportation for job-related travel.
• Attendance at evening meetings is occasionally required.
• Knowledge of budget, accounting and fiscal procedures and methods.
• Knowledge of auditing and fixed asset control procedures.
• Knowledge of basic financial analysis and research procedures.
• Knowledge of legal provisions and requirements involved in the accounting of school district funds.
• Knowledge of principles and practices of administration, supervision and training.
• Ability to organize, direct and implement a comprehensive accounting program of a school district.
• Ability to prepare clear and concise financial reports and statements.
• Ability to perform basic financial analysis and research procedures.
• Ability to select, supervise, train and evaluate assigned staff.
• Ability to understand and follow oral and written instructions.
• Ability to communicate effectively both orally and in writing.
• Ability to establish and maintain cooperative and effective working relationships with those contacted in the course of work.

Nice To Haves

• Master's degree and/or CPA preferred.

Responsibilities

• Plan, organize and direct the work of the accounting and payroll departments, including departmental budget control records, payroll record-keeping and preparation and proper disbursement of funds for materials, supplies and equipment; perform the more responsible tasks in connection with the above functions.
• Directs and oversees the District's cash management programs; monitors cash handling procedures and controls at school sites and departments; provides banking and armored car services for school sites and departments; monitors and documents cash flows and prepare cash flow projections; determines external financing needs for operational cash; participates in the preparation of legal documents and financial data required for external financing of cash.
• Designs and conducts audits of all District funds or accounts; acts as liaison with external auditors; provides training to schools and departments on audit findings, internal controls, and student body accounting; provides centralized reconciliation and reporting of student body fund accounting for school sites.
• Assists and consults with the Assistant Superintendent, Business Services and Executive Director of Fiscal Services in the preparation of budget and unusual problems including deviations from policy or precedent.
• Designs, implements, and evaluates new programs; develops new procedures as needed; sees that the established procedures are carried out efficiently in order to assure protection of all district assets; provides leadership in improving efficiency as a means of containing costs.
• Directs, oversees, and participates in the development of the office work plan; assigns work activities, projects, and programs; monitors work flow; implements policies and procedures; reviews and evaluates work products, methods, and procedures.
• Manages the Accounting and Payroll Departments' budget; plans the acquisition of equipment, materials, and personnel needed to implement District goals and objectives.
• Participates in recommending the appointment of personnel; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline procedures; recommends employee terminations.
• Serves as a liaison with Information Systems in development, implementation, and conversion of software and hardware to allow for normal operating processes and to assure integrity of financial records; monitor and enhance internal control systems.
• Serves as a lead to department heads and site personnel in customer-oriented fashion to enforce and provide financial guidelines; may include parent group and students as it relates to ASB and Booster organizations.
• Implements and oversees the District's mandated cost reimbursement programs; coordinates efforts with other departments and schools to prepare data for mandated cost reimbursement in order to maximize revenues.
• Coordinates the fiscal management of categorical programs and capital projects.
• Carries out duties as a fiscal agent for the administrative unit for the Greater Anaheim Special Education Local Plan Area (GASELPA).
• Prepares financial data and participates in the preparation of legal documents required for external financing programs; maintains records and execute transactions necessary for legal compliance during implementation.
• Maintains records of expenditures, income, assets, and liabilities; maintains a record of balances of all appropriations.
• Conducts special financial or statistical research or analytical studies to assist administration or the Board in formulation of new policies and planning of new or revised programs.
• Designs and provides training programs for District leadership, school, and department staff in areas of finance, including categorical program fiscal management, site cash handling, District funding sources, and internal controls.
• Participates in school functions and provide school administrative support for special activities; provides classroom presentations to students on finances as requested.
• Supports school and district goals and objectives by serving as a resource to and/or member of various district committees.
• Serves as resource to the District's chief negotiator for collective bargaining for the purpose of projecting an analyzing the financial implications of proposals and agreements, which could entail active participation in negotiations.
• Prepares financial statements and reports to the Board of Trustees and all regulatory and grantor agencies, in compliance with legal and grantor agency requirements and good business practices.
• Prepares agenda items and exhibits for Board meetings; responds to board member inquiries on financial activities; attends Board meetings upon request.
• Recommends goals and objectives; monitors and reviews existing and proposed legislation related to school finance and other business factors; assists in the development of policies and procedures; periodically revises and updates current policies and procedures.
• Conducts internal investigations of financial activities as assigned; provides analysis and report of study findings.
• Evaluates services to determine effectiveness in meeting objectives.
• Serves and participates on external committees.
• Attends meetings conferences for purpose of maintaining professional knowledge and to represent the District.
• Performs other financial/project activities as assigned.

Benefits

• 100% employer contribution towards employee and life insurance premiums
• Sick leave, holidays, bereavement and emergency leaves.
• Public Employees Retirement System (PERS) membership.
• Medical, dental, vision care, behavioral health and life insurance for employees and their dependents (for permanent classified employees working 20 hours or more per week).

What This Job Offers

• Job Type: Full-time
• Career Level: Director