Director of Fiscal Services (Controller)

Anaheim Union High School District; Anaheim (CA); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health benefits

Job summary

Anaheim Union High School District is seeking an experienced finance leader to plan, organize, direct, supervise, and evaluate district accounting, payroll, and bookkeeping activities. You will establish processes, conduct analyses, and prepare financial statements while guiding the fiscal services staff.

The role requires a Bachelor's in accounting or related field, with a Master’s or CPA preferred, and a track record in supervisory financial governance within a district or large organization.

Qualifications

• Bachelor's degree in accounting, business or related field; Master’s and/or CPA preferred.

Responsibilities

• Plan, organize, direct, supervise, and evaluate district accounting, payroll and bookkeeping activities.
• Establish and revise payroll and accounting processes; conduct analyses and prepare financial statements.
• Direct a comprehensive accounting program and supervise staff; ensure legal and regulatory compliance.

Skills

Budget procedures

Auditing

Financial analysis

Legal compliance

Supervision & training

Education

Bachelor's degree in accounting/business

Master's degree or CPA preferred

Job description

Community: World-famous attractions District: Award-winning schools Health Benefits: 100% employer contribution towards employee and family premiums

BASIC FUNCTION

Under the direction of the Executive Director of Fiscal Services, plan, organize, direct, supervise, and evaluate District accounting, payroll, and bookkeeping activities; establish and revise payroll and accounting processes and procedures; conduct accounting analyses, prepare financial statements and conduct audits of all District funds and accounts; and to provide complex staff assistance to the Assistant Superintendent, Business Services.

MINIMUM QUALIFICATIONS

Any combination of experience and training that would likely provide the required knowledge and skill in qualifying. A typical way to obtain the required knowledge and skill would be:

EDUCATION

Equivalent to a Bachelor's degree from an accredited college or university with major coursework in accounting, business or closely related field. Master's degree and/or CPA preferred.

EXPERIENCE

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.*

LICENSES AND OTHER REQUIREMENTS

Access to reliable transportation for job-related travel*. Attendance at evening meetings is occasionally required.

*Pending PC Approval

KNOWLEDGE, SKILLS, AND ABILITIES

KNOWLEDGE OF:

• Budget, accounting and fiscal procedures and methods.
• Auditing and fixed asset control procedures.
• Basic financial analysis and research procedures.
• Legal provisions and requirements involved in the accounting of school district funds.
• Principles and practices of administration, supervision and training

ABILITY TO:

• Organize, direct and implement a comprehensive accounting program of a school district.
• Prepare clear and concise financial reports and statements.
• Perform basic financial analysis and research procedures.
• Select, supervise, train and evaluate assigned staff.
• Understand and follow oral and written instructions.
• Communicate effectively both orally and in writing.
• Establish and maintain cooperative and effective working relationships with those contacted in the course of work.

PHYSICAL DEMANDS

Dexterity of hands and fingers to operate a computer keyboard; Hearing and speaking to exchange information; Sitting for extended periods of time.

WORK ENVIRONMENT

Office environment. Constant interruptions. Note: The statements herein are intended to describe the general nature and level of work being performed by employees in this classification, and are not to be interpreted as an exhaustive list of responsibilities and qualifications required of personnel so classified. Reasonable accommodations will be made so that qualified employees can perform the essential duties of the job.

SPECIALIZED ESSENTIAL DUTIES (Typically only performed in this classification)

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.

GENERAL ESSENTIAL DUTIES (Also performed in other classifications)

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

• Sick leave, holidays, bereavement and emergency leaves.
• Classified employees are members of the Public Employees Retirement System (PERS). Employee contribution is 7% of gross earnings.
• The District provides medical, dental, vision care, behavioral health and life insurance for the employees and their dependents.

EQUAL EMPLOYMENT OPPORTUNITY DISTRICT

The Anaheim Union High School District prohibits discrimination intimidation harassment (including sexual harassment) or bullying based on a person's actual or perceived ancestry, color, disability, gender, gender identity, gender expression, immigration status, nationality, race or ethnicity, religion, sex, sexual orientation, or association with a person or a group with one or more of these actual or perceived characteristics in its programs or activities and provides equal access to the Boy Scouts and other designated youth groups. The following employees have been designated to handle questions and complaints of alleged discrimination:

GRIEVANCE PROCEDURES

504 Coordinator: Adela Cruz, Contact for Disability Discrimination Concerns - Location: 501 N. Crescent Way, Anaheim, CA 92801 - Email: [e-mail]

Title IX Coordinator (Employees): Amie Maya, Director, Human Resources - Location: 501 N. Crescent Way, Anaheim, CA 92801 - Email: [e-mail]

Title II Coordinator: Melanie Thomasson, Contact for Ensuring Equal Opportunity - Location: 501 N. Crescent Way, Anaheim, CA 92801 - Email: [e-mail]

The provisions of this bulletin do not constitute an expressed or implied contract. Any provisions of this bulletin may be modified or revoked, and the job description may be changed at any time without notice.