Director, Fiscal Services
Apply NowCompany: Charter Oak Unified School District
Location: Covina, CA 91722
Description:
Salary : $10,243.00 - $11,293.00 Monthly
Location : Covina, CA
Job Type: Full-Time
Job Number: CL25/26-02
Department: Charter Oak Unified School District (District-wide positions)
Opening Date: 04/22/2025
Closing Date: 5/13/2025 4:00 PM Pacific
APPLICATION FILING INFORMATION
Opening Date: April 22, 2025
The job description for this position is pending approval by the Personnel Commission at its scheduled meeting on May 7, 2025.
RECRUITMENT TYPE
OPEN - Anyone may apply
BASIC JOB FUNCTION
Under the direction of the Chief Business Officer for Administrative Services, the Director of Fiscal Services is responsible for managing the District's overall budgetary and accounting operations. This includes preparing and revising budget estimates for all programs and projects, overseeing all accounting activities-including Student Body accounting-and ensuring timely preparation of all required financial reports. The Director also supports the analysis and administration of other key business functions, such as transportation, maintenance, purchasing, nutrition services, technology, and risk management. In addition, the Director coordinates the flow of financial information to District administrators, supervises and evaluates assigned personnel, and establishes systems of internal control to safeguard the District's assets through regular internal audits. This role requires strong written and verbal communication skills, the ability to interpret and analyze data, solve complex problems, and manage multiple tasks under tight deadlines. The Director must be capable of working independently, applying advanced mathematical reasoning, and adapting to frequent interruptions. Professionalism, sound judgment, and the ability to maintain positive working relationships with staff, administrators, vendors, and the public are essential. The position may occasionally involve interactions with dissatisfied individuals, requiring tact and conflict resolution skills.
The examination process will consist of supplemental questions within the application, a Technical interview, and a Qualifications Appraisal interview, followed by a selection interview for candidates in the top three ranks.
REPRESENTATIVE DUTIES AND KNOWLEDGE, SKILLS, AND ABILITIES
The classification specification does not describe all duties performed by all incumbents within the class. This summary provides examples of typical tasks performed in this classification.
Plan, organize, control, and direct the activities and operations of the Fiscal Services Department including general accounting, internal auditing, payroll processing, receipt and disbursement of funds, data entry into appropriate system, financial reporting and related fiscal activities. E
Develop and maintain the District budget, estimating revenue limits and other income sources and expenditures; assure proper financial management of District funds including the general find, revolving cash account and other funds; monitor revenue, comparing budgeted amounts to receipt of funds; analyze cash receipts for District funds. E
Develop and implement procedures and policies for the Fiscal Services Department; provide leadership in achieving the District and departmental goals and objectives while providing support to school sites, programs and departments. E
Train and evaluate the performance of assigned staff; interview and select employees and recommend transfers, reassignments, termination and disciplinary actions. E
Oversee data entry into the computerized budget system including employee data such as salary placement, FTE, fringe benefits, work months and other data; maintain tables related to salary schedules and fringe benefit costs; enter data related to expenditures, revenue and other data; make mathematical calculations and develop formulas as needed. E
Direct the preparation of monthly payrolls, vendor payments, collection and posting of revenues, and reconciliation of District accounting records; approve vendor payments, assuring payments are properly processed in accordance with applicable regulatory requirements, comparing budget to expenditures. E
Review and develop pupil attendance accounting procedures and verify attendance accounting reports. E
Provide support and advise District and site administrators, directors and other personnel in financial issues including budget, expenditures, pupil attendance accounting, Board policy and ASB organizations. E
Calculate and prepare changes to classified and certificated salary schedules for negotiated increases; approve requests for employment of classified and certificated positions based on adopted budget. E
Arrange for internal auditing at school sites for attendance accounting and ASB; direct and coordinate the annual independent audit, maintaining contact with external auditors to assure business office practices and procedures are in compliance with federal, state and county requirements. E
Provide technical expertise, information, and assistance to the Assistant Superintendent regarding assigned functions; assist in the formulation and development of policies, procedures and programs; advise the Assistant Superintendent of unusual trends or problems and recommend appropriate corrective action. E
Direct the preparation and maintenance of a variety of narrative and statistical reports, records and files related to assigned activities and personnel. E
Attend and conduct a variety of meetings as assigned.
Perform related duties as assigned.
Note: At the end of some of the duty statements there is an italicized E whichidentifies essential duties required of the classification. This is strictly for use in compliance with the Americans with Disabilities Act.
KNOWLEDGE AND ABILITIES
KNOWLEDGE OF:
Planning, organization and direction of the Fiscal Services of the District.
Budget analysis, preparation and control.
Principles of accounting, budget and fiscal procedures and methods.
Cost accounting practices.
Oral and written communication skills.
Principles and practices of administration, supervision and training.
Applicable laws, codes, regulations, policies and procedures.
Interpersonal skills using tact, patience and courtesy.
Operation of a computer and assigned software such as spreadsheets and database management.
ABILITY TO:
Plan, organize and administer the Fiscal Services of the District.
Prepare and maintain the District budget.
Develop and implement procedures and policies for the District.
Train and evaluate the performance of assigned staff.
Analyze, interpret and prepare financial and statistical reports.
Communicate effectively both orally and in writing.
Interpret, apply and explain rules, regulations, policies and procedures.
Establish and maintain cooperative and effective working relationships with others.
Operate a computer, calculator and assigned office equipment.
Analyze situations accurately and adopt an effective course of action.
Meet schedules and time lines.
Work independently with little direction.
Plan and organize work.
Prepare comprehensive narrative and statistical reports.
Direct the maintenance of a variety of reports and files related to assigned activities.
EDUCATION, EXPERIENCE, AND OTHER REQUIREMENTS
Any combination equivalent to: bachelor's degree in business administration, accounting, or related field and five years increasingly responsible accounting experience including at least two years in a supervisory capacity.
LICENSES AND OTHER REQUIREMENTS
Valid California driver's license.
WORKING CONDITIONS
ENVIRONMENT:
Office environment.
Driving a vehicle to conduct work.
PHYSICAL DEMANDS:
Hearing and speaking to exchange information and to make presentations.
Dexterity of hands and fingers to operate a computer keyboard.
Seeing to read a variety of materials.
Bending at the waist, kneeling or crouching to file materials.
Holidays
Up to 16 paid holidays per year depending on months worked for all regular classified employees. Holidays are prorated for all classified employees, based on the hours and months worked per school year.
Vacation
Paid vacation is prorated for all regular classified employees, based on the hours and months worked per school year. Below is the vacation schedule for classified staff and classified management. For the purpose of vacation, a "month of service" is defined as fifteen (15) or more calendar days of paid status in any one calendar month.
1-5 years of service - One day of vacation will be earned per month of service.
6-10 years of service - One and one-quarter (1.25) days of vacation will be earned per month of service.
11-15 years of service - One and one-half (1.5) days of vacation will be earned per month of service.
16-19 years of service - One and one-sixth (1.6) days of vacation will be earned per month of service.
20-24 years of service - One and three-quarter (1.75) days of vacation will be earned per month of service.
25 + years of service - Two (2) days of vacation will be earned per month of service.
Health and Welfare Benefits
Medical Benefits - For full-time classified employees working 40 hours per week, the District will pay 100% of the premium of the least expensive family medical insurance plan (for the employee and eligible dependents). For classified employees whose assignment is less than full time, but 30 hours per week or more, the District will pay a proration of the premium payment for the medical insurance plan based on the hours per week of the position.
Dental Benefits - For classified employees working 30 hours per week or more, the District will pay 100% of the premium for dental benefits for the employee and eligible dependents.
Vision Benefits - For classified employees working 30 hours per week or more, the District will pay up to 100% of the premium for vision benefits for the employee and eligible dependents, depending on which plan is selected by the employee.
Life Insurance Benefits
For classified employees working 15 hours per week or more, the District will pay 100% of the premium for life insurance coverage for the employee of $35,000 ($50,000 for confidential and classified management employees).
The following benefit providers are available for enrollment for eligible classified employees:
*Medical: Health Net HMO/Select
*Dental: Delta Dental (PPO) or DeltaCare USA (HMO)
*Vision: Vision Service Plan (VSP) or Safeguard Vision
*Out of pocket costs are dependent on which provider is selected.
Retirement
The District participates in the California Public Employees' Retirement System (CalPERS). Lifetime retirement benefits are provided for eligible retirees. Classified employees working 20 hours or more per week will be enrolled in CalPERS (employees make a mandatory 8% contribution).
Paid Sick Leave
All regular classified employees earn paid sick leave based on one day for each month in which such employees are in a paid status with the District and is prorated on the hours and months worked per school year. For example, employees working 12 months per year will normally earn twelve (12) days of sick leave during each school year. Earned, but unused sick leave can accumulate without limit.
Salary Step Increments
Regular classified employees receive a step increase of 2.5% annually based on their service in the District. Longevity increments of 5% additional salary are granted at the beginning of the 10th, 15th, 20th, 25th, and 30th year of service in the District, which are cumulative.
Please see Human Resources for complete benefit information.
The information provided above was updated April 2025.
01
I understand that in order for my application to receive every consideration in the selection process, I must complete the following supplemental questionnaire for this position. The information I provide will be reviewed and used to determine my eligibility to move forward in the selection process. Unanswered questions, incomplete responses, false statements, omissions, or partial information may result in disqualification from the selection process. If the supplemental question is not applicable, please indicate N/A. I have read and understand the above instructions regarding supplemental questions.
02
What experience have you had working with the California School Accounting Manual? Describe the nature of this experience. Include the name of the organization, your responsibility, and your immediate supervisor's name and title.
03
What experience have you had in preparing financial documents (reports, claims, interims, and year-end financial reports)? Describe your responsibility. Include the type of reports, number and types of employees supervised, time spent on preparation, the organization name, and the title of your immediate supervisor.
04
What experience have you had with payroll and attendance accounting? Describe the nature and scope of your experience in these areas.
05
What responsibility have you had for the development of a departmental budget or school district budget? Describe your responsibility and involvement in the budgetary process. Include the size of the budget and the controls established. What experience have you had in decentralized budgeting? Explain in detail.
06
What experience have you had in preparing Local Control Funding Formula (LCFF) calculations? Describe the nature and scope of experience in these areas.
07
Describe any data processing experience you have had related to financial reporting, budgeting, payroll, and student records.
08
Describe any experience and training you have had analyzing and forecasting income projections. Include experience which would demonstrate your knowledge and skills in theory and principles of Local Control Funding Formula (LCFF), tax assessment procedures, and the preparation of complex financial reports.
09
Describe what auditing or accounting experience you have had that would provide you the ability to audit areas such as compensatory education, food services, ASB accounts, state and county revenue reports, etc. Were you responsible for independently performing the audits? Explain.
10
Please describe your experience in providing direction, leadership, and supervision of staff responsible for major District business functions.
11
Please describe your experience in developing and implementing organizational policies, procedures, and/or programs. Be specific in describing the nature of the procedures analyzed, the scope and impact of revisions (cost savings, improved productivity), level of contracts, etc. Describe a MAJOR achievement you have had in this area.
Required Question
Location : Covina, CA
Job Type: Full-Time
Job Number: CL25/26-02
Department: Charter Oak Unified School District (District-wide positions)
Opening Date: 04/22/2025
Closing Date: 5/13/2025 4:00 PM Pacific
APPLICATION FILING INFORMATION
Opening Date: April 22, 2025
The job description for this position is pending approval by the Personnel Commission at its scheduled meeting on May 7, 2025.
RECRUITMENT TYPE
OPEN - Anyone may apply
BASIC JOB FUNCTION
Under the direction of the Chief Business Officer for Administrative Services, the Director of Fiscal Services is responsible for managing the District's overall budgetary and accounting operations. This includes preparing and revising budget estimates for all programs and projects, overseeing all accounting activities-including Student Body accounting-and ensuring timely preparation of all required financial reports. The Director also supports the analysis and administration of other key business functions, such as transportation, maintenance, purchasing, nutrition services, technology, and risk management. In addition, the Director coordinates the flow of financial information to District administrators, supervises and evaluates assigned personnel, and establishes systems of internal control to safeguard the District's assets through regular internal audits. This role requires strong written and verbal communication skills, the ability to interpret and analyze data, solve complex problems, and manage multiple tasks under tight deadlines. The Director must be capable of working independently, applying advanced mathematical reasoning, and adapting to frequent interruptions. Professionalism, sound judgment, and the ability to maintain positive working relationships with staff, administrators, vendors, and the public are essential. The position may occasionally involve interactions with dissatisfied individuals, requiring tact and conflict resolution skills.
The examination process will consist of supplemental questions within the application, a Technical interview, and a Qualifications Appraisal interview, followed by a selection interview for candidates in the top three ranks.
REPRESENTATIVE DUTIES AND KNOWLEDGE, SKILLS, AND ABILITIES
The classification specification does not describe all duties performed by all incumbents within the class. This summary provides examples of typical tasks performed in this classification.
Plan, organize, control, and direct the activities and operations of the Fiscal Services Department including general accounting, internal auditing, payroll processing, receipt and disbursement of funds, data entry into appropriate system, financial reporting and related fiscal activities. E
Develop and maintain the District budget, estimating revenue limits and other income sources and expenditures; assure proper financial management of District funds including the general find, revolving cash account and other funds; monitor revenue, comparing budgeted amounts to receipt of funds; analyze cash receipts for District funds. E
Develop and implement procedures and policies for the Fiscal Services Department; provide leadership in achieving the District and departmental goals and objectives while providing support to school sites, programs and departments. E
Train and evaluate the performance of assigned staff; interview and select employees and recommend transfers, reassignments, termination and disciplinary actions. E
Oversee data entry into the computerized budget system including employee data such as salary placement, FTE, fringe benefits, work months and other data; maintain tables related to salary schedules and fringe benefit costs; enter data related to expenditures, revenue and other data; make mathematical calculations and develop formulas as needed. E
Direct the preparation of monthly payrolls, vendor payments, collection and posting of revenues, and reconciliation of District accounting records; approve vendor payments, assuring payments are properly processed in accordance with applicable regulatory requirements, comparing budget to expenditures. E
Review and develop pupil attendance accounting procedures and verify attendance accounting reports. E
Provide support and advise District and site administrators, directors and other personnel in financial issues including budget, expenditures, pupil attendance accounting, Board policy and ASB organizations. E
Calculate and prepare changes to classified and certificated salary schedules for negotiated increases; approve requests for employment of classified and certificated positions based on adopted budget. E
Arrange for internal auditing at school sites for attendance accounting and ASB; direct and coordinate the annual independent audit, maintaining contact with external auditors to assure business office practices and procedures are in compliance with federal, state and county requirements. E
Provide technical expertise, information, and assistance to the Assistant Superintendent regarding assigned functions; assist in the formulation and development of policies, procedures and programs; advise the Assistant Superintendent of unusual trends or problems and recommend appropriate corrective action. E
Direct the preparation and maintenance of a variety of narrative and statistical reports, records and files related to assigned activities and personnel. E
Attend and conduct a variety of meetings as assigned.
Perform related duties as assigned.
Note: At the end of some of the duty statements there is an italicized E whichidentifies essential duties required of the classification. This is strictly for use in compliance with the Americans with Disabilities Act.
KNOWLEDGE AND ABILITIES
KNOWLEDGE OF:
Planning, organization and direction of the Fiscal Services of the District.
Budget analysis, preparation and control.
Principles of accounting, budget and fiscal procedures and methods.
Cost accounting practices.
Oral and written communication skills.
Principles and practices of administration, supervision and training.
Applicable laws, codes, regulations, policies and procedures.
Interpersonal skills using tact, patience and courtesy.
Operation of a computer and assigned software such as spreadsheets and database management.
ABILITY TO:
Plan, organize and administer the Fiscal Services of the District.
Prepare and maintain the District budget.
Develop and implement procedures and policies for the District.
Train and evaluate the performance of assigned staff.
Analyze, interpret and prepare financial and statistical reports.
Communicate effectively both orally and in writing.
Interpret, apply and explain rules, regulations, policies and procedures.
Establish and maintain cooperative and effective working relationships with others.
Operate a computer, calculator and assigned office equipment.
Analyze situations accurately and adopt an effective course of action.
Meet schedules and time lines.
Work independently with little direction.
Plan and organize work.
Prepare comprehensive narrative and statistical reports.
Direct the maintenance of a variety of reports and files related to assigned activities.
EDUCATION, EXPERIENCE, AND OTHER REQUIREMENTS
Any combination equivalent to: bachelor's degree in business administration, accounting, or related field and five years increasingly responsible accounting experience including at least two years in a supervisory capacity.
LICENSES AND OTHER REQUIREMENTS
Valid California driver's license.
WORKING CONDITIONS
ENVIRONMENT:
Office environment.
Driving a vehicle to conduct work.
PHYSICAL DEMANDS:
Hearing and speaking to exchange information and to make presentations.
Dexterity of hands and fingers to operate a computer keyboard.
Seeing to read a variety of materials.
Bending at the waist, kneeling or crouching to file materials.
Holidays
Up to 16 paid holidays per year depending on months worked for all regular classified employees. Holidays are prorated for all classified employees, based on the hours and months worked per school year.
Vacation
Paid vacation is prorated for all regular classified employees, based on the hours and months worked per school year. Below is the vacation schedule for classified staff and classified management. For the purpose of vacation, a "month of service" is defined as fifteen (15) or more calendar days of paid status in any one calendar month.
1-5 years of service - One day of vacation will be earned per month of service.
6-10 years of service - One and one-quarter (1.25) days of vacation will be earned per month of service.
11-15 years of service - One and one-half (1.5) days of vacation will be earned per month of service.
16-19 years of service - One and one-sixth (1.6) days of vacation will be earned per month of service.
20-24 years of service - One and three-quarter (1.75) days of vacation will be earned per month of service.
25 + years of service - Two (2) days of vacation will be earned per month of service.
Health and Welfare Benefits
Medical Benefits - For full-time classified employees working 40 hours per week, the District will pay 100% of the premium of the least expensive family medical insurance plan (for the employee and eligible dependents). For classified employees whose assignment is less than full time, but 30 hours per week or more, the District will pay a proration of the premium payment for the medical insurance plan based on the hours per week of the position.
Dental Benefits - For classified employees working 30 hours per week or more, the District will pay 100% of the premium for dental benefits for the employee and eligible dependents.
Vision Benefits - For classified employees working 30 hours per week or more, the District will pay up to 100% of the premium for vision benefits for the employee and eligible dependents, depending on which plan is selected by the employee.
Life Insurance Benefits
For classified employees working 15 hours per week or more, the District will pay 100% of the premium for life insurance coverage for the employee of $35,000 ($50,000 for confidential and classified management employees).
The following benefit providers are available for enrollment for eligible classified employees:
*Medical: Health Net HMO/Select
*Dental: Delta Dental (PPO) or DeltaCare USA (HMO)
*Vision: Vision Service Plan (VSP) or Safeguard Vision
*Out of pocket costs are dependent on which provider is selected.
Retirement
The District participates in the California Public Employees' Retirement System (CalPERS). Lifetime retirement benefits are provided for eligible retirees. Classified employees working 20 hours or more per week will be enrolled in CalPERS (employees make a mandatory 8% contribution).
Paid Sick Leave
All regular classified employees earn paid sick leave based on one day for each month in which such employees are in a paid status with the District and is prorated on the hours and months worked per school year. For example, employees working 12 months per year will normally earn twelve (12) days of sick leave during each school year. Earned, but unused sick leave can accumulate without limit.
Salary Step Increments
Regular classified employees receive a step increase of 2.5% annually based on their service in the District. Longevity increments of 5% additional salary are granted at the beginning of the 10th, 15th, 20th, 25th, and 30th year of service in the District, which are cumulative.
Please see Human Resources for complete benefit information.
The information provided above was updated April 2025.
01
I understand that in order for my application to receive every consideration in the selection process, I must complete the following supplemental questionnaire for this position. The information I provide will be reviewed and used to determine my eligibility to move forward in the selection process. Unanswered questions, incomplete responses, false statements, omissions, or partial information may result in disqualification from the selection process. If the supplemental question is not applicable, please indicate N/A. I have read and understand the above instructions regarding supplemental questions.
- Yes
- No
02
What experience have you had working with the California School Accounting Manual? Describe the nature of this experience. Include the name of the organization, your responsibility, and your immediate supervisor's name and title.
03
What experience have you had in preparing financial documents (reports, claims, interims, and year-end financial reports)? Describe your responsibility. Include the type of reports, number and types of employees supervised, time spent on preparation, the organization name, and the title of your immediate supervisor.
04
What experience have you had with payroll and attendance accounting? Describe the nature and scope of your experience in these areas.
05
What responsibility have you had for the development of a departmental budget or school district budget? Describe your responsibility and involvement in the budgetary process. Include the size of the budget and the controls established. What experience have you had in decentralized budgeting? Explain in detail.
06
What experience have you had in preparing Local Control Funding Formula (LCFF) calculations? Describe the nature and scope of experience in these areas.
07
Describe any data processing experience you have had related to financial reporting, budgeting, payroll, and student records.
08
Describe any experience and training you have had analyzing and forecasting income projections. Include experience which would demonstrate your knowledge and skills in theory and principles of Local Control Funding Formula (LCFF), tax assessment procedures, and the preparation of complex financial reports.
09
Describe what auditing or accounting experience you have had that would provide you the ability to audit areas such as compensatory education, food services, ASB accounts, state and county revenue reports, etc. Were you responsible for independently performing the audits? Explain.
10
Please describe your experience in providing direction, leadership, and supervision of staff responsible for major District business functions.
11
Please describe your experience in developing and implementing organizational policies, procedures, and/or programs. Be specific in describing the nature of the procedures analyzed, the scope and impact of revisions (cost savings, improved productivity), level of contracts, etc. Describe a MAJOR achievement you have had in this area.
Required Question