CLASS TITLE: DIRECTOR OF FINANCIAL SERVICES
REPORTS TO: CHIEF FINANCIAL OFFICER
EXEMPT STATUS: Exempt
APPROVED: January 14, 2016- Order #2016-1720
BASIC FUNCTION: Plan, organize, coordinate and control a large group of functional units with management and professional level subordinates involving highly complex financial activities.
DISTINGUISHING CHARACTERISTICS: The Director of Financial Services is a management position that reports to the Chief Finance Officer. The levels are distinguished in terms of the relative size (number and level of employees), complexity (diversity and problem solving), educational background (expertise) and accountability (freedom to act) of the assigned duties and functions.
- Plan, organize, coordinate and control a large group of functional units with management and professional-level subordinates involving highly complex activities with substantial direct financial impact.
- Coordinate activities with other District departments; participate in management meetings to discuss District-wide issues.
- Meet periodically with staff to resolve issues, communicate new developments and to assure operating objectives are understood and accomplished.
- Assure internal controls are established, maintained and documented in compliance with organizational directives.
- Participate in internal and external organizations, boards and committees as requested and authorized by appropriate management directives and specific authorities.
- Oversee the maintenance of District-wide financial records and programs
- Oversee the preparation of various financial statements and their dissemination, as requested.
- Prepare financial analysis of revenues and expenditures and compare to other school districts in and out of state as assigned.
- Coordinate the on-going budget operations including planning, compiling, analyzing, preparing and monitoring the budget process.
- Review, analyze and evaluate budgetary process, assuring compliance with generally accepted budgeting principles, standards and procedures.
- Review the cost effectiveness of existing programs and the costing of new programs prior to Board approval.
- Coordinate staff training.
- Maintain regular attendance.
- Perform related duties as assigned.
KNOWLEDGE AND ABILITIES:
- Practices, policies and procedures relating to sound financial management, including, but not limited to: budget preparation and control, generally accepted budgeting, accounting and auditing, principles, standards and procedures.
- Oral and written communication skills.
- Research methods and report writing techniques
- Laws, rules and regulations related to financial management.
- Computer applications and MUNIS
- Interpersonal skills using tact, patience and courtesy.
- Personnel requirements of the District.
- Plan, organize, coordinate and control a large group of functional units with management and professional-level subordinates involving highly complex activities.
- Prepare, communicate and deliver presentations both orally and in writing.
- Coordinate and monitor the financial system of the District.
- Interpret and explain financial reports, statutory and regulatory requirements, and all Board financial policies.
- Perform professional and technical budgetary, statistical and accounting functions.
- Maintain current knowledge of technological advances in the field.
- Use financial computers programs efficiently.
- Prioritize and schedule work.
- Train and supervise personnel.
- Work is performed while standing, sitting and/or walking
- Requires the ability to communicate effectively using speech, vision and hearing
- Requires the use of hands for simple grasping and fine manipulations
- Requires bending, squatting, crawling, climbing, reaching
- Requires the ability to lift, carry, push or pull light weights
Reasonable accommodation may be made to enable a person with a disability to perform the essential functions of the job.
EDUCATION AND EXPERIENCE: A Certified Public Accountant certification or Masters in Business Administration and five years professional experience in a business office setting with at least three years experience in a supervisory capacity is preferred but not required.
LICENSES AND OTHER REQUIREMENTS:
- Forty-two (42) hours of continuing education classes every two years that have been approved by the Kentucky Department of Education.
- Insurability by the District’s carrier.