Chief Financial Officer

Carrollton; United States; On-site; USD 100,000 - 150,000; Full time

Job summary

The Carrollton School District seeks a Chief Financial Officer (CFO) to oversee all financial and business affairs. The role involves managing various business functions and providing financial leadership to the superintendent and board of trustees.

The ideal candidate will have a Bachelor's degree and significant experience in finance, including previous CFO experience, and will demonstrate skills in budgeting, communication, and leadership in a school finance context.

Qualifications

• Minimum of a Bachelor's degree, with major in a business-related area or other related field.
• Master's degree in a related field from a regionally accredited institution preferred.
• Previous CFO experience required.
• Five years of supervisory responsibility in finance and accounting.

Responsibilities

• Provide leadership for the district's financial services activity.
• Manage key functions in the Business office.
• Ensure legal compliance in financial affairs.
• Develop long and short-range objectives for business operations.

Skills

Advanced knowledge of school finance

Budgeting

Accounting systems

Leadership

Communication skills

Education

Bachelor's degree in a business-related area

Master's degree in a related field

Job description

Primary Purpose

Responsible for oversight of all financial and business affairs of the district. Provide leadership for the district's financial services activity to ensure legally sound and effective management practices. Direct and monitor the management and investment of all district funds and ensure they are adequately protected. Serve as chief financial advisor and budget advisor to the superintendent and board of trustees. Manage key functions in the Business office including the following: Accounts Payable, Budget and Financial Planning, Finance & Accounting, Fixed Assets, Payroll, Special Revenue, Debt & Treasury Management and Tax Collections.

Qualifications

Education / Certification

• Minimum of a Bachelor's degree, with major in a business‑related area or other related field.
• Master's degree in a related field from a regionally accredited institution preferred.

Experience / Qualification

• Previous CFO experience required.
• Five (5) years of supervisory responsibility in the fields of finance and accounting.
• Experience in Texas public school finance preferred.

Special Knowledge / Skills

• Advanced knowledge of school finance, budgeting, accounting systems, and economics.
• Knowledge of information/data processing systems and financial applications.
• Ability to resolve conflict, listen, and appropriately respond to concerns.
• Demonstrated leadership skills.
• Ability to manage budget and personnel.
• Ability to implement policy and procedures.
• Ability to interpret data.
• Excellent communication, public relations, and interpersonal skills.

Major Responsibilities and Duties

School/Organizational Climate

1. Develop long and short‑range objectives and goals for the business operations of the School District.
2. Keep the Superintendent informed on the business affairs of the District.
3. Develop and maintain positive staff morale with the business office staff.

School/Organizational Improvement

1. Plan and conduct needs assessments for growth and improvement of the District business operations.
2. Ensure that the business operations are supportive of the District objectives.
3. Delegate business office functions to Directors/lead staff.
4. Evaluate the performance of the Directors/lead staff, suggesting ideas for growth and improvement as well as recognizing exemplary performance.
5. Determine that staff complies with federal and state laws and regulations and district policies and procedures.
6. Assist in the recruitment, employment, assignment, and training of office employees.

Administration and Fiscal/Facilities Management

1. Act as advisor to the Superintendent on questions related to financial affairs of the District.
2. Keep informed of and comply with all state and District regulations and policies concerning public education business administration.
3. Provide leadership and management for multiple finance functions as listed in primary purpose.
4. Provide leadership to achieve cost‑effective practices throughout the District.
5. Assist administrators of individual schools with the management of school financial affairs.
6. Be responsible for maintenance of an accounting and payroll system that complies with all federal, state, and local guidelines.
7. Be responsible for bidding the depository contract, overseeing depository bank, and checking the securities pledged to assure that District funds are protected.
8. Compile District, campus, and program budgets and cost estimates; prepare and submit financial reports.

Communication

1. Ensure that established goals and expectations related to District operations are communicated clearly, consistently, and in a timely manner.

Employee Relations

1. Use management practices that promote collegiality, teamwork, and collaborative decision making among staff.
2. Develop and implement procedures to ensure that employees are informed of personnel policies, procedures, and programs that affect them.
3. Assist in interpreting District policies and administrative procedures to the District staff, the public and interested parties.
4. Ensure that required training is administered to auxiliary staff.
5. Work with others to compile and report projections of staff needs.
6. Develop and support a culture of equity and equality.
7. Prepare, review, and revise job descriptions of assigned departments as needed.
8. Evaluate job performance of employees to ensure effectiveness.
9. Select, train, evaluate, and supervise staff and make recommendations relative to assignment, retention, discipline, and dismissal.

Policy, Reports, and Law

1. Review and recommend appropriate policies, administrative regulations, and administrative practices for the areas supervised.
2. Implement the policies established by federal and state laws, State Board of Education rule, and local Board policy in the areas assigned.
3. Compile, maintain, and file all physical and computerized reports, records, and other documents required including preparing and evaluating monthly financial statements and related budget reports, preparing quarterly and final reports for all federal funds and grants, developing semi‑annual financial information for submission of data to TEA, and preparing and publishing comprehensive annual financial report in compliance with Association of School Business Officer (ASBO) standards.

Safety

1. Ensure that safety standards are maintained in conformance with federal, state, and insurance regulations and that a District‑wide preventive safety program is developed and implemented.
2. Follow District safety protocols and emergency procedures.

Other

1. Attend Board meetings regularly and make presentations to the Board as requested.
2. Participate in professional development activities administered by the District.
3. All other duties as assigned.

Supervisory Responsibilities

Supervise and evaluate job performance of employees to ensure effectiveness.

Evaluation

Performance of the position will be evaluated annually in accordance with the requirements of state law and local Board of Trustee policy.

Working Conditions

Mental and physical demands include frequent interruptions; maintaining emotional control under stress; normal office environment with numerous phone calls; subject to frequent deadlines; frequent district‑wide travel; some regional travel occasional prolonged and irregular hours; some exposure to environmental extremes.

Other: Follow district safety protocols and emergency procedures; other duties as assigned.

The foregoing statements describe the general purpose and responsibilities assigned to this job and are not an exhaustive list of all responsibilities and duties that may be assigned or required.