Director of Finance and Purchasing

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Company: Lewis-Palmer School District 38

Location: Monument, CO 80132

Description:

Position Type:
Administration/Director of Finance and Purchasing

Date Posted:
6/12/2024

Location:
Administration

Date Available:
07/01/2024SUMMARY: Prepare and present periodic, informative financial reports for the Board of
Education, ensure reporting of annual financial data to the Colorado Department of Education, and
prepare financial and statistical analyses to assist administrative staff in decisions and policy
making. Safeguard and invest all district financial assets. This includes budget processing and
preparation of tools to accumulate budget information from all departments and aspects of the
organization. The Director of Finance works with, and leads, Finance staff and designated staff in
the Education and Operations Departments to ensure they are well-trained in their responsibilities
and execute those responsibilities appropriately. The Director of Finance maintains knowledge of
legal and regulatory changes relevant to public entities and Colorado K-12 education. Work is
assigned by Chief Business Officer. This position requires application of position knowledge to
efficiently assist others with accounting issues and follow/comply with grant guidelines. Work is
guided by district policies and procedures, Colorado State Statute, and relevant regulatory agencies
and professional standards (e.g. GAAP, GAS, EMMA, etc.). Decision-making requires
collaboration with other Business Office Staff, District Administrators, teachers and other
colleagues.

ESSENTIAL DUTIES AND RESPONSIBILITIES: The following statements of essential
functions and responsibilities are intended to describe the general nature and level of work being
performed by individuals assigned to this position. These statements are not intended to be an
exhaustive list of all duties and responsibilities required of all personnel within this position.
Actual duties and responsibilities may vary depending on work assignment and other factors.
  • Establish and maintain budget/forecast systems for all funds and projects.
  • Monitor budgets and actual results to ensure funds are being received and expended appropriately and as projected.
  • Coordinate with designated administrators in the preparation of various requests for services.
  • Establish budgets with designated administrators.
  • Coordinate cost factors, receipts and budget administration.
  • Assist Chief Business Officer with the management of district financing arrangements, the preparation of official statements, and ensure that related financing payments are made accurately and on time.
  • Perform financial and statistical analyses to assist staff in decision-making and policymaking.
  • Develop and implement proper controls and procedures to ensure the safekeeping of district assets.
  • Act as authorized fiscal representative for the district.
  • Supervise, direct and evaluate assigned staff.
  • Oversee the payroll process of the district to ensure complete, valid and accurate results on a consistent basis.
  • Assist the Chief Business Officer in representing the district at the local and state level on business and finance related issues.
  • Prepare schedules, maintain appropriate legal records, and oversee the district's
  • compliance with arbitrage regulations, as required by the IRS and the district's long-term debt agreements.
  • Ensures that proper procurement and business procedures are followed by all district staff.
  • Serves as a major participant in developing policy and compliance with all applicable laws regarding purchasing and procurement.
  • Ensures that proper competition procedures are followed, including the purchasing activities of all staff.
  • Counsels and instructs efforts of staff to ensure all staff members performs in accordance with ethical procurement integrity, to include development of regular training materials.
  • Establishes efficient and effective processes and systems to enhance procurement and contracting activities.
  • Prepares and reviews district procurement policies, regulations, procedures and recommendations for Chief Business Officer and Board of Education consideration.
  • Makes Contracting Officer recommendations to Chief Business Officer on disputes and claims.
  • Perform other duties as assigned.

To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or
ability required. Reasonable accommodations may be made to enable individuals with disabilities
to perform the essential functions.

EDUCATION AND TRAINING: Bachelor's Degree and/or advanced training and experience
in Finance or Accounting required. Master's Degree in Finance or Accounting preferred

EXPERIENCE: Minimum ten years of experience that includes demonstrated leadership and
work product in both Finance and Accounting

SKILLS, KNOWLEDGE, EQUIPMENT & OTHER: Oral and written communication,
interpersonal, decision making, organizational, supervisory, management and analytical skills.
Advanced skill and operating knowledge of personal computers and spreadsheet, database and
word processing applications. Knowledge of laws, rules, regulations governing public school
procurement, charter schools and intergovernmental arrangements and partnerships. Keep abreast
of developments in the procurement/contracting field. Perform sound procurement analysis and
take, or recommend, appropriate actions regarding procurement matters.
Advanced written and oral communication skills, management, accounting, interpersonal
relations, evaluation, negotiation and technology. English language skills required. Oral and
written fluency in second language may be preferred or required based on building assignment.
English language skills required.

CERTIFICATES, LICENSES, & REGISTRATIONS:
Certified Public Accountant (CPA) license preferred.
Valid Colorado driver's license.

SUPERVISION/TECHNICAL RESPONSIBILITY: Carries out supervisory responsibilities
in accordance with the organization's policies and applicable laws. Responsibilities include
interviewing, hiring, and training employees; promoting and transferring employees; planning,
assigning, and directing work; appraising performance; rewarding, disciplining, and terminating
employees; and addressing complaints and resolving problems. This position supervises the
Payroll and Finance departments

BUDGET AND/OR RESOURCE RESPONSIBILITY: Responsible for developing,
administering, monitoring and coordinating the assigned functional budget.
The physical demands, work environment factors, and mental functions described below are
representative of those that must be met by an employee to successfully perform the essential
functions of this job. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.

PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly
required to sit. The employee frequently is required to use hands to finger, handle or feel; reach
with hands and arms; talk or hear. The employee is occasionally required to stand; walk, climb or
balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up
to 25 pounds. Specific vision abilities required by this job include close vision, distance vision,
color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT: While performing the duties of this job, the employee will work
primarily in a usual office or school environment.

MENTAL FUNCTIONS: While performing the duties of this job, the employee is frequently
required to compare, analyze, communicate, coordinate, instruct, compute, synthesize, evaluate,
use interpersonal skills and compile. Occasionally required to negotiate

Compensation Range:

$100,000-115,000

Work Days: 261

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