Job Description-Manager-Accounting and Finance
Classified Position
October 22, 2003
CLASS TITLE: MANAGER-ACCOUNTING AND FINANCE
BASIC FUNCTION
Under the direction of the Fiscal Services Officer, schedule, plan, organize, assign, review, and manage District accounting and financial services activities; perform related work as required; establish and revise accounting procedures; conduct accounting analysis, audits of District funds, programs and accounts, and prepare financial statements; assist the Fiscal Services Officer in all aspects of budget preparation, planning, analysis, and monitoring.
REPRESENTATIVE DUTIES:
Advise senior management, including the Superintendent, Chief Business Officer, and Assistant Superintendents concerning district accounting and financial services, budget, fiscal stability of district programs, and internal control. E
Supervise all Fiscal Services department operations during the absence of the Fiscal Services Officer. E
Recommend and assist in the formulation and implementation of policies and procedures related to fiscal activities; perform analytical studies in the formulation and implementation of new policies and procedures. Identify and recommend methods to improve operational procedures and internal control. E
Plan, organize, supervise, train, instruct and evaluate the work of the accounting staff within the Fiscal Services Department, including budget control records, and the proper receipt and disbursement of funds, cafeteria accounting, pupil attendance, special projects, internal auditing and other fiscal activities. E
Assist the Fiscal Services Officer and Deputy Superintendent in the preparation and monitoring of the budget; prepare complex reports and financial projections concerning grants, special projects, categorical programs, and various District programs. E
Conduct internal audits of District funds, programs or accounts; coordinate external audits and formulate corrective action to any findings. E
Advise, consult and monitor the school site principals, assistant principals, site supervisors, secretaries and department managers concerning budgetary control, accounting strings and expenditure coding. E
Perform analysis, projection, and make recommendations regarding the fiscal stability of District programs. E
Consult with and advise administrators regarding legal and procedural requirements of school district financial management. E
Maintain the integrity of the accounting systems/records. Assure that financial income and expenditure transactions and records are in compliance with federal, state, and county rules, regulations and requirement and that District policies and procedures are met; assure compliance with audit requirements. E
Prepare a variety of District financial statements and conduct special audits, or analytical studies to assist in the compliance with policies and regulations of new or revised programs. Review financial reports, receipts, disbursement records and computer print-outs to assure accuracy and completeness; make corrections and adjustments as necessary. E
Supervise and coordinate the receipt recording, deposit, encumbrance, and disbursement of District funds and the issuance and distribution of warrants. E
Analyze and prepare statistical data for the District's collective bargaining negotiations with certificated and classified unions and unrepresented classifications. E
Advise, consult and monitor the school site principals, assistant principals, site supervisors, secretaries, project managers and department managers concerning budgetary control, expenditure posting and accounting strings. E
Coordinate communication with various District and county departments and personnel to answer questions, obtain information and resolve issues; provide information concerning related accounting functions. E
Establish and maintain internal control procedures. E
Confer with administrators, business executives, and school staff on matters involving problem resolution within areas of responsibility. E
Communicate with vendors and employees to arrange payment or resolve discrepancies as necessary; assist assigned personnel with difficult, complex and unusual issues, E
Participate in regular meetings of Los Angeles County Office of Education, CASBO, and other organizations in areas of budgeting and accounting. E
Recommend changes to the department and procedures to ensure cost effective accomplishment of goals and objectives. E
Maintain records of expenditures and income, fund balances, reserves and appropriations, and prepare regular reports concerning District financial conditions. E
Prepare journal vouchers and make adjusting and closing entries; prepare, plan and supervise activities related to year-end closing. E
Interpret and implement the rules, state and federal regulations, and policies of the Board of Education, as they relate to assigned areas of responsibility. E
Perform related duties as assigned.
KNOWLEDGE AND ABILITIES
KNOWLEDGE OF:
Generally accepted accounting princples.
Governmental accounting standards (GASB).
School District audit theory and procedure.
Theory and practice of modern school management applicable to such functions as accounting, payroll, budget, internal auditing, purchasing, contract administration, management information systems, records retention.
Organization, personnel supervision, staff training, and management development techniques.
Fiscal and budgeting principles of practices.
Financial analysis and record keeping techniques.
Laws applicable to financial procedures and funding in public schools, and the California Education Code provisions and other applicable laws pertaining to school accounting, and procedures for handling state and federal funds.
Legal contracts and other binding agreements.
Oral and written communication skills.
Modern office practices, procedures and equipment.
Principles and practices of supervision and training.
Technical aspects of field of specialty.
ABILITY TO:
Plan, organize, manage, and coordinate a variety of technical business, accounting, and financial functions.
Prepare and present clear and concise financial analysis and reports.
Organize, motivate, direct and/or supervise the activities of others engaged in various school business activities.
Assimilate and evaluate data and prepare sound recommendations based upon such information.
Speak and write clearly and concisely.
Establish and maintain effective relationships with those contacted in the course of work.
Insure compliance of fiscal policies and procedures with applicable statutes and regulations.
Analyze and interpret legislation affecting school fiscal and budgetary operations.
Develop and administer a large, complex budget and Chart of Accounts.
Establish priorities and delegate effectively.
Make public presentations to large groups, explaining complex issues in an understandable way.
Operate a variety of office equipment including a computer terminal/personal computer.
EDUCATION AND EXPERIENCE
Any combination equivalent to a bachelor?s degree in business administration, finance, accounting or related field, with a specialization in public or school administration and minimum of three years of experience in administrative positions with financial management/accounting responsibilities for a school district with multiple business functions or on organization or firm with at least 1,000 employees. Specific financial management experience in at least three or more of the following areas would be desirable; accounting, budgeting, auditing, finance, insurance, or information systems.
Any other combination of training and/or experience which demonstrates an applicant is likely to posses the required skills, knowledge and abilities may be considered; a master?s degree in one of the above fields is highly desirable.
