Treasurer/Chief School Business Official/Chief Financial Officer

Position Type:
Administration (Operations)/Treasurer/Chief School Business Official

Date Posted:
6/13/2024

Location:
Calhoun County Board of Education

Closing Date:
06/21/2024

County:
Calhoun County Schools - websiteREPORTS TO: Superintendent of Schools

EVALUATED BY: Superintendent

SUPERVISES: All employees of the Finance Department

TERM OF EMPLOYMENT: 240 days; Start date July 2, 2024

JOB DESCRIPTION: Chief School Business Official for the school system (see below for further description)

EMPLOYMENT DATE: Upon approval of Calhoun County Board of Education.

QUALIFICATIONS:

• Bachelor's Degree in Accounting required, with Certified Public Accountant (CPA) certificate or Master's preferred.
• Preference for a person with successful school finance experience in areas related to the position.
• Candidate must meet qualifications for Initial Authorization for Chief School Business Official.
• A broad knowledge of school system's operations.
• Knowledge of generally accepted accounting principles for governmental entities.
• Knowledge of technology.
• Strong organizational, communication and interpersonal skills.
• Knowledge of Policy 8100.

SALARY: Salary based on experience and education level per CBOE salary schedule plus competitive benefits package equal to approximately 35% of direct compensation.
https://wvde.us/wp-content/uploads/2023/06/State-Salary-Schedules-24.pdf and County Supplement

TREASURER/CHIEF SCHOOL BUSINESS OFFICIAL JOB DESCRIPTION

JOB GOALS: To serve as treasurer and administer the financial affairs of the school system; to serve as custodian of all financial assets; to be responsible for the preparation of the annual budgets; to prepare monthly and annual financial statements for all funds maintained by the school system; to invest all available funds for either short or long term periods in interest- bearing accounts and to determine the amounts of such investments at the best return available; to be responsible for payrolls and related functions; to be responsible for accounts payable; to audit the accounts of the individual schools and ensure the resolution of any findings noted.

PERFORMANCE RESPONSIBILITIES:

Responsible for the school district's budgeting, accounting and financial reporting.

Works cooperatively with West Virginia Department of Education (WVDE) personnel, school district staff, and community representatives to implement good business practices for attaining district goals as they relate to fiscal integrity and accountability.

Oversees and directs the operation of finance for the school system within the realms of accounting, budget and treasury.

Develops and manages the annual budget and oversees the budget development process for the school system; compiles annual budget requests from the administrative personnel, and compiles them for recommendation to the Superintendent.

Maintains budgetary controls to ensure that expenditures are made in accordance with the approved budget.

Monitors all budget categories and provides fiscal information as required.

Monitors the allocation of fiscal resources to system programs, related communications, receipts, and financial analysis. Acts as administrative fiscal officer for the district.

Receives requests to adjust budget accounts and recommends to the Superintendent approval for budget transfers.

Receives and reviews all supplemental budget projects and recommends to the Superintendent for budget supplements.

Provides for maximum investment of funds.

Prepares monthly financial statements of all funds maintained by the school system and present copies of the reports to the Board, the Superintendent, the State Board of Education, and other interested parties.

Prepares annual financial statements in accordance with generally accepted accounting principles, publishes the statements, and submits copies to the Board, the Superintendent, and the State Board and other interested parties.

Prepares monthly financial reports of all special program revenues and expenditures.

Attends all regular and special meetings of the Board of Education, and other such meetings related to the Department of Finance when requested by the Superintendent.

Responsible for the capital assets inventory system.

Provides for a uniform system of financial accounting for the individual schools,

Provides periodic training on the financial reporting requirements of the individual schools ensuring that annual audits are conducted of all school accounts; and following up on all findings noted to ensure that they are resolved within a timely manner.

Works closely with all departments to develop revenue sources fully to maximize resources for the school system.

Submits required reports to the WVDE in an accurate and timely manner.

Participates in continuing professional development activities and maintains a current authorization as the Treasurer/Chief School Business Official.

Attends professional growth activities to keep abreast of innovative financial initiatives. Attends state, county and regional meetings concerning finance and business administration as approved by the Superintendent.

Maintains those ethical business processes required for the efficient financial operation of the school system.

Follows the established personnel evaluation procedures for staff members.

Utilizes self-appraisal for the improvement of administrative skills.

Demonstrates unbiased attitudes in fulfilling administrative responsibilities.

Performs other such duties as directed by the Superintendent.

PERFORMANCE CHARACTERISTICS:
Purpose and Direction Views self as an educational leader, initiates action, takes responsibility and motivates others to assist in setting and achieving the goals.
a. accepts authority and assumes responsibility,
b. analyzes negative and positive forces affecting the county,
c. takes immediate steps when problems arise,
d. focuses resources on strategic goals,
e. uses problem solving strategies,
f. exhibits a positive attitude, and
g. encourages and facilitates meaningful and effective communication.
h. commands respect by example in appearance, manners, behavior and language.

Educational Values Manifests values about the county including students' welfare, fairness to staff, effective communication with parents, and demonstrates behavior consistent with the values.
a. promotes the welfare of students, faculty and staff, and
b. sets high expectations and articulates them to community, parents, staff and students

Cognitive Skills
Interpersonal Skills. -- Listens, understands and verbalizes the concepts, thoughts and ideas held by others to ensure an understanding of their feelings and position. Items that may be used to reflect interpersonal skills:
a. encourages others to describe their perspectives,
b. respects others' perspectives, and
c. listens to others.

Problem Analysis. -- Searches for relevant data and analyzes complex information before arriving at an understanding of an event or a problem using formal and informal observations, research and interaction in gathering information:
a. gathers information about the school, county, students, parents, and community as appropriate,
b. attends professional development sessions that are relevant to goals, and
c. accesses computer and management information systems.

Judgment. -- Generates, evaluates, and selects effective solutions in making decisions and solving problems. Items that may be used to reflect judgment:
a. values divergent thinking,
b. compares consequences of options, and
c. makes decisions after data are analyzed.

Leadership
Managing Interaction. -- Demonstrates effective use of group processes and facilitator skills. Items that may be used to reflect managing interaction:
a. identifies self as a team leader,
b. intervenes, negotiates, resolves conflict as needed,
c. facilitates communication, and
d. creates cooperative atmosphere.

Persuasiveness. -- Gains and sustains the attention and interest of others. Items that may be used to reflect persuasiveness:
a. ties needs to established goals,
b. articulates expected outcomes, and
c. develops trust by modeling desired behavior.

Sensitivity. -- Understands the diversity among different groups and modifies interaction style to fit the situation. Items that may be used to reflect sensitivity:
a. understands how own behavior may affect others,
b. adjusts strategies when ineffective,
c. exhibits appropriate interaction skills, and
d. deals effectively with emotional issues.

Quality Enhancement
Personal Motivation. -- Establishes high work standards for self and others. Items that may be used to reflect personal motivation:
a. promotes excellence by evaluating goals,
b. sets standards for goal accomplishment,
c. considers feedback, and assesses own strengths and limitations.

Management. -- Devises opportunities to receive adequate information on the progress of work accomplishments, delegates activities and offers timely feedback relating to quality and productivity. Items that may be used to reflect management:
a. supervises and monitors performance of staff,
b. collects and records performance data,
c. judges performance using criteria,
d. reinforces desirable behavior,
e. accesses computer and management information systems, and
f. demonstrates effective school financial management.

Coaching. -- Creates opportunities for development of human resources through effective use of coaching, and the use of staff development to foster individual growth. Items that may be used to reflect coaching:
a. builds a supportive environment for learning,
b. provides timely and specific feedback,
c. reinforces growth and development, and
d. exhibits effective conferencing skills.

Organization
Organizational Ability. -- Develops a plan to meet goals by focusing on time lines and flow of activities, and identifies resources needed to accomplish the job. Items that may be used to reflect organizational ability:
a. plans for goal accomplishment,
b. establishes priorities,
c. evaluates alternatives
d. budgets and allocates resources,
e. assigns tasks and activities, and
f. plans for contingencies.

Delegation. -- Delegates authority and responsibility clearly and appropriately. Items that may be used to reflect delegation:
a. assesses expertise of self and others,
b. determines tasks to be assigned,
c. determines tasks needing outside assistance,
d. establishes performance standards, and
e. provides guidance.
f. evaluates task completion
g. provides feedback
Communications
Oral Communications. -- Uses verbal skills to communicate appropriately. Items that may be used to reflect oral communications:
a. pronounces words and articulates clearly,
b. speaks confidently, and
c. Uses correct grammar.

Written Communications. -- Demonstrates skill in writing appropriately to the intended audience. Items that may be used to reflect written communications:
a. writes with clarity and conciseness, and
b. uses correct grammar, spelling and appropriate language.

Technology Uses technology to facilitate and enhance completion of job responsibilities.

uses word processing to generate communications, letters, reports and memorandum.

utilizes telecommunications sources to research, communicate, and transmit appropriate information

utilizes spreadsheet and/or data base capabilities to organize, store, and report data, as well as to build and evaluate scenarios.

utilizes the WVEIS system for appropriate system data and communication.