Director, Fiscal and Business Services
Apply NowCompany: Santa Monica-Malibu Unified School District
Location: Santa Monica, CA 90405
Description:
Salary: $164,544.00 - $200,486.00 Annually
Location : Santa Monica, CA
Job Type: PERMANENT, 12-MONTH
Job Number: 510919-25-01
Department: FISCAL SERVICES
Opening Date: 03/28/2025
Closing Date: 4/22/2025 11:59 PM Pacific
BASIC FUNCTION AND QUALIFICATIONS
BASIC FUNCTION
Under administrative direction, directs the budget development process, attendance accounting, fiscal accounting, payroll, and internal control activities and functions of the District while also supervising and evaluating the performance of assigned staff.
MINIMUM QUALIFICATIONS
EDUCATION:
Bachelor's degree in accounting, finance, business administration, or other field closely related to the duties and responsibilities of the position from an institution of higher learning accredited by a regional accreditation association, as recognized by the Council for Higher Education Accreditation. Foreign degrees and credit units require translation and equivalency established by an agency recognized by the Commission on Teacher Credentialing.
EXPERIENCE:
Three (3) years of experience managing a fiscal unit within a public agency and supervising the work of others. Supervisory experience may be, but need not be, acquired concurrently.
ADDITIONAL REQUIREMENTS/INFORMATION:
A valid California Driver License and the availability of private transportation or the ability to obtain transportation between job sites is required. Possession of a certificate in school business management is highly desirable.
REPRESENTATIVE DUTIES, KNOWLEDGE, SKILLS, ABILITIES AND OTHER CHARACTERISTICS
Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed 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 functions of the job.
REPRESENTATIVE DUTIES
JOB REQUIREMENTS
KNOWLEDGE:
CORE COMPETENCIES:
SUPERVISION AND WORKING CONDITIONS
SUPERVISION
Administrative direction is received from the Assistant Superintendent, Business & Fiscal Services. Supervision is exercised over management and office, technical, and business service staff.
WORKING CONDITIONS
ENVIRONMENT:
Work is performed in an office environment with frequent interruptions, moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Some work is performed off-site visiting outside agencies, District facilities, and school sites.
PHYSICAL ABILITIES:
Remains in a stationary position to perform desk work. Exchanges information in large group settings. Uses hands, wrists, and fingers repetitively to type and operate office equipment. Rotates the head right or left from a neutral position to review work materials. Uses near visual acuity at 20 inches or less to review work materials and operate a computer. Uses far visual acuity at 20 feet or more to observe presentations. Walks between areas of an office, school site, or facility to observe the environment. May walk across uneven surfaces.
SELECTION PROCEDURES
THE APPLICATION PROCESS:
To be considered for an employment opportunity with the Santa Monica-Malibu Unified School District, it is necessary for you to complete an official District Application and Supplemental Questions. Resumes will not be accepted in lieu of an application. The application is part of the examination process and is part of your total evaluation of qualifications for employment.
THE EXAMINATION PROCESS:
For those candidates who meet the minimum qualifications, the examination process will consist of any one or more of the following: Training and Experience Evaluation, Written Test, Performance Test, and/or Structured Interview. Additional information pertaining to the examination process will be emailed to those candidates who meet the minimum qualifications.
EXAMINATION PROTESTS:
Protest of any part of the examination process must be in writing and received in the office of the Director of Classified Personnel no later than five (5) working days from the date you were notified of examination results. All notifications are sent electronically via email. Any protest must include rationale to support the protest and must be based on illegal discrimination, abuse of discretion, or procedure/process error. We are not responsible for any incoming mail that is lost or misdirected after it has been entrusted to the US Postal Service.
ACCOMMODATION FOR DISABLED:
If you have a disability that may require an accommodation in any of these examination procedures, please notify the Personnel Commission in writing at the time you submit your application.
ESTABLISHMENT OF ELIGIBILITY LIST:
This examination process shall be open to all qualified applicants and shall result in one integrated eligibility list. All eligibility lists shall be established in accordance with Personnel Commission rules and shall be established for a period one (1) year, unless otherwise noted, or until there are fewer than three (3) ranks of eligible candidates who are available. Candidates are placed on the eligibility list in rank order according to their final examination score. Final examination scores will not change, but ranking may change as other candidates are added or removed from the list.
ADVANCED STEP PLACEMENT:
Generally, new employees start at the first step on the appointed salary schedule. When filling a permanent vacancy, a new employee may request a higher salary placement based on having training and experience that greatly exceeds the minimum qualifications. An employee may submit a formal request for advanced step consideration on or after the first day of employment. Education transcripts, training certificates, and additional references may be requested for verification purposes.
HOW YOU WILL HEAR FROM US:
All correspondence and notifications regarding this recruitment will be sent to the email address you provide. It is your responsibility to review, follow instructions, and respond to information in a timely manner; as if it was a function of your job.
The provisions of this announcement do not constitute an expressed or implied contract, and any provisions contained in this announcement may be modified or revoked without notice.
Benefits Include:
01
PLEASE READ THE FOLLOWING STATEMENT: The information you provide on this application will be used to determine if you meet the minimum qualifications. Please be accurate, truthful, and thorough in your responses as your application is part of the selection process. Referring to your application/resume, listing "see resume", or incomplete responses will NOT qualify as a response to any question and may result in DISQUALIFICATION.Your experience, education, training, and certification must be listed on your application in order to be considered. Any sign of deliberate misinformation or intentional exaggeration will result in disqualification from this examination process and possible bar from future employment opportunities with Santa Monica-Malibu Unified School District.
02
Select the option below that best corresponds with your employment status:
03
If you are a current or former employee of SMMUSD, please list the year you were hired and your classification title(s).
If you are not a current or former SMMUSD employee, type N/A.
04
Please read the following statement regarding compensation: New employees start on the first step (Step A) of their classification's salary range. Director, Fiscal and Business Services begins on step A: $164,544.00 per year. On the first day of employment, new employees will be given 60 days to submit a formal request for advanced step placement.Employees who have experience and education that greatly exceed the minimum qualifications may be considered for placement on steps above A. ONLY INFORMATION ON YOUR APPLICATION WILL BE USED TO DETERMINE ADVANCED STEP PLACEMENT.Transcripts, certificates, and additional references or materials may be requested for verification purposes.
05
Select the option below that best describes your highest level of education completed:Please provide proof of your level of education completed by attaching a diploma and/or transcripts with this application for verification purposes. PROOF OF EDUCATION WILL BE REQUIRED TO MOVE FORWARD IN THE SELECTION PROCESS.
06
Please state the major that you completed for the education selected above. If you did not have a major or did not complete major coursework, please list "NA."Please do not refer to your resume or application. Responses not completed in full will result in an incomplete application.
07
Select the option below that best describes the amount of experience you possess operating in a managerial capacity within the fiscal unit of a public agency. Managerial capacity is defined as managing the organization, or a department, subdivision, function, or component of the organization and exercising discretion over the day-to-day operations of the activity or function managed:
08
Please provide a thorough description of your professional experience related to operating in a managerial capacity within the fiscal unit of a public agency, including the function/department/organization you managed, your duties, responsibilities, scope of authority, and any other relevant information to help us understand your role(s) as a manager. In addition to your experience, be sure to include the name of the organization(s) in which you gained the experience, dates of employment, and your job title.If you do not have experience in this area, please list "NA."PLEASE NOTE: Your response will be used to evaluate if you meet the minimum qualifications so please be as thorough as you believe necessary to clearly demonstrate your experience in these areas. Responses that include "see above" or "see resume" or similar will be disqualified.
09
Select the option below that best describes the amount of experience you possess providing supervision to staff. Supervision is defined as evaluating the work of others and having the authority to enact disciplinary action:
10
Please provide a thorough description of your professional experience related to providing supervision to staff, including the job titles of the staff you supervised and your responsibilities related to evaluating work, providing training, and enacting disciplinary action. In addition to your experience, be sure to include the name of the organization(s) in which you gained the experience, dates of employment, and your job title.If you do not have experience in this area, please list "NA."PLEASE NOTE: Your response will be used to evaluate if you meet the minimum qualifications so please be as thorough as you believe necessary to clearly demonstrate your experience in these areas. Responses that include "see above" or "see resume" or similar will be disqualified.
11
A valid California Driver License and the availability of private transportation or the ability to obtain transportation between job sites is required. Do you possess a valid California Driver License and the availability of private transportation or the ability to obtain transportation between job sites?
12
Possession of a certificate in school business management is not required but is a preferred qualification. Do you possess a certificate in school business management?
Required Question
Location : Santa Monica, CA
Job Type: PERMANENT, 12-MONTH
Job Number: 510919-25-01
Department: FISCAL SERVICES
Opening Date: 03/28/2025
Closing Date: 4/22/2025 11:59 PM Pacific
BASIC FUNCTION AND QUALIFICATIONS
BASIC FUNCTION
Under administrative direction, directs the budget development process, attendance accounting, fiscal accounting, payroll, and internal control activities and functions of the District while also supervising and evaluating the performance of assigned staff.
MINIMUM QUALIFICATIONS
EDUCATION:
Bachelor's degree in accounting, finance, business administration, or other field closely related to the duties and responsibilities of the position from an institution of higher learning accredited by a regional accreditation association, as recognized by the Council for Higher Education Accreditation. Foreign degrees and credit units require translation and equivalency established by an agency recognized by the Commission on Teacher Credentialing.
EXPERIENCE:
Three (3) years of experience managing a fiscal unit within a public agency and supervising the work of others. Supervisory experience may be, but need not be, acquired concurrently.
ADDITIONAL REQUIREMENTS/INFORMATION:
A valid California Driver License and the availability of private transportation or the ability to obtain transportation between job sites is required. Possession of a certificate in school business management is highly desirable.
REPRESENTATIVE DUTIES, KNOWLEDGE, SKILLS, ABILITIES AND OTHER CHARACTERISTICS
Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed 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 functions of the job.
REPRESENTATIVE DUTIES
- Develops, implements, and evaluates goals and objectives for department of Fiscal and Business Services
- Develops, directs, implements, and evaluates District-wide procedures for collecting, processing, monitoring, tracking, and reconciling fiscal data
- Directs and coordinates staff in the collection, processing, monitoring, tracking, and reconciling of accounting, budgeting, and payroll data
- Investigates, reconciles, and reports on discrepancies in budgets, revenues, and expenditures
- Assists in the planning and preparation of the District's annual budget
- Serves as liaison between District and external fiscal reporting agencies by providing requested material and addressing questions related to adherence of laws, rules, regulations, and procedures
- Directs and prepares financial statements, projections, analyses, studies, and other related reports for District use and county, state, and/or federal reporting requirements
- Reviews and audits various fiscal data, records, and reports for accuracy to ensure compliance with legal and procedural requirements
- Consults with District leadership to advise on department level budget deliberations
- Directs and participates in the annual closing of the accounting books
- Collaborates with other departments and outside agencies to define fiscal reporting system specifications and conduct system testing to ensure specifications are met
- Initiates, plans, directs and evaluates the implementation of enterprise financial management systems
- Establishes goals, objectives, and productivity standards for staff
- Selects, trains, evaluates, and supervises staff
- Provides support and guidance to District staff by identifying and investigating errors, answering questions, and providing guidance on meeting requirements
- Attends, participates, and represents the District's interests at a variety of functions including, but not limited to, executive cabinet, conferences, hearings, public meetings, workshops, and committees
- Develops and revises user guides, manuals, and related fiscal reporting documents
- Composes and distributes information bulletins and other communications to District staff related to new and/or revised laws, regulations, processes, and procedures
- Plans, coordinates, and conducts presentations, workshops, committees, and trainings related to fiscal services for staff, board members, and external stakeholders
- Perform related duties as assigned
JOB REQUIREMENTS
KNOWLEDGE:
- Principles and practices of accounting, auditing, and financial forecasting within a public agency, including generally accepted accounting principles (GAAP)
- Principles and practices of budget development and management within a public agency, including the California School Accounting Manual (CSAM)
- Principles and practices of financial analysis, research, and statistical measurement
- Principles of public policy development and the legislative process
- Federal, state and local laws pertaining to accounting practices, procedures, and reporting requirements within a public agency
- Principles, practices, terminology, and trends of enterprise financial management systems
- Principles and practices of recordkeeping and maintaining documentation
- Principles and terminology of employment laws, codes, and regulations
- Principles and practices of employee supervision and evaluation
CORE COMPETENCIES:
- Allocating Resources - Prioritizing the use of fiscal and material resources to maximize organizational effectiveness
- Analyzing & Interpreting Data - Drawing meaning and conclusions from quantitative or qualitative data
- Attention to Detail - Focusing on details of work content, work steps, and final work products
- Business Process Analysis - Defining, assessing, and improving operational processes and workflow
- Critical Thinking - Analytically and logically evaluating information, propositions, and claims
- Handling Conflict - Managing interpersonally strained situations
- Informing - Proactively obtaining and sharing information
- Legal & Regulatory Navigation - Understanding, interpreting, and ensuring compliance with laws and regulations
- Leveraging Technology - Applying technology for improvements in organizational efficiency and effectiveness
- Managing Performance - Ensuring superior individual and group performance
- Presentation Skill - Formally delivering information to groups
- Professional & Technical Expertise - Applying technical subject matter to the job
- Relationship Building - Establishing rapport and maintaining mutually productive relationships
- Self-Management - Showing personal organization, self-discipline, and dependability
SUPERVISION AND WORKING CONDITIONS
SUPERVISION
Administrative direction is received from the Assistant Superintendent, Business & Fiscal Services. Supervision is exercised over management and office, technical, and business service staff.
WORKING CONDITIONS
ENVIRONMENT:
Work is performed in an office environment with frequent interruptions, moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Some work is performed off-site visiting outside agencies, District facilities, and school sites.
PHYSICAL ABILITIES:
Remains in a stationary position to perform desk work. Exchanges information in large group settings. Uses hands, wrists, and fingers repetitively to type and operate office equipment. Rotates the head right or left from a neutral position to review work materials. Uses near visual acuity at 20 inches or less to review work materials and operate a computer. Uses far visual acuity at 20 feet or more to observe presentations. Walks between areas of an office, school site, or facility to observe the environment. May walk across uneven surfaces.
SELECTION PROCEDURES
THE APPLICATION PROCESS:
To be considered for an employment opportunity with the Santa Monica-Malibu Unified School District, it is necessary for you to complete an official District Application and Supplemental Questions. Resumes will not be accepted in lieu of an application. The application is part of the examination process and is part of your total evaluation of qualifications for employment.
THE EXAMINATION PROCESS:
For those candidates who meet the minimum qualifications, the examination process will consist of any one or more of the following: Training and Experience Evaluation, Written Test, Performance Test, and/or Structured Interview. Additional information pertaining to the examination process will be emailed to those candidates who meet the minimum qualifications.
EXAMINATION PROTESTS:
Protest of any part of the examination process must be in writing and received in the office of the Director of Classified Personnel no later than five (5) working days from the date you were notified of examination results. All notifications are sent electronically via email. Any protest must include rationale to support the protest and must be based on illegal discrimination, abuse of discretion, or procedure/process error. We are not responsible for any incoming mail that is lost or misdirected after it has been entrusted to the US Postal Service.
ACCOMMODATION FOR DISABLED:
If you have a disability that may require an accommodation in any of these examination procedures, please notify the Personnel Commission in writing at the time you submit your application.
ESTABLISHMENT OF ELIGIBILITY LIST:
This examination process shall be open to all qualified applicants and shall result in one integrated eligibility list. All eligibility lists shall be established in accordance with Personnel Commission rules and shall be established for a period one (1) year, unless otherwise noted, or until there are fewer than three (3) ranks of eligible candidates who are available. Candidates are placed on the eligibility list in rank order according to their final examination score. Final examination scores will not change, but ranking may change as other candidates are added or removed from the list.
ADVANCED STEP PLACEMENT:
Generally, new employees start at the first step on the appointed salary schedule. When filling a permanent vacancy, a new employee may request a higher salary placement based on having training and experience that greatly exceeds the minimum qualifications. An employee may submit a formal request for advanced step consideration on or after the first day of employment. Education transcripts, training certificates, and additional references may be requested for verification purposes.
HOW YOU WILL HEAR FROM US:
All correspondence and notifications regarding this recruitment will be sent to the email address you provide. It is your responsibility to review, follow instructions, and respond to information in a timely manner; as if it was a function of your job.
The provisions of this announcement do not constitute an expressed or implied contract, and any provisions contained in this announcement may be modified or revoked without notice.
Benefits Include:
- PERS (retirement pension)
- 24 paid vacation days per year
- Up to 16 paid holidays per year
- 13 paid sick days per year
- Educational degree stipends
- Longevity stipend
01
PLEASE READ THE FOLLOWING STATEMENT: The information you provide on this application will be used to determine if you meet the minimum qualifications. Please be accurate, truthful, and thorough in your responses as your application is part of the selection process. Referring to your application/resume, listing "see resume", or incomplete responses will NOT qualify as a response to any question and may result in DISQUALIFICATION.Your experience, education, training, and certification must be listed on your application in order to be considered. Any sign of deliberate misinformation or intentional exaggeration will result in disqualification from this examination process and possible bar from future employment opportunities with Santa Monica-Malibu Unified School District.
- I confirm that I have read, understand, and accept the above terms
02
Select the option below that best corresponds with your employment status:
- I am a current employee of SMMUSD
- I am a former employee of SMMUSD
- Neither of the above
03
If you are a current or former employee of SMMUSD, please list the year you were hired and your classification title(s).
If you are not a current or former SMMUSD employee, type N/A.
04
Please read the following statement regarding compensation: New employees start on the first step (Step A) of their classification's salary range. Director, Fiscal and Business Services begins on step A: $164,544.00 per year. On the first day of employment, new employees will be given 60 days to submit a formal request for advanced step placement.Employees who have experience and education that greatly exceed the minimum qualifications may be considered for placement on steps above A. ONLY INFORMATION ON YOUR APPLICATION WILL BE USED TO DETERMINE ADVANCED STEP PLACEMENT.Transcripts, certificates, and additional references or materials may be requested for verification purposes.
- I confirm that I have read, understand, and accept the above terms
05
Select the option below that best describes your highest level of education completed:Please provide proof of your level of education completed by attaching a diploma and/or transcripts with this application for verification purposes. PROOF OF EDUCATION WILL BE REQUIRED TO MOVE FORWARD IN THE SELECTION PROCESS.
- High school diploma or recognized equivalent
- Associate's degree
- Bachelor's degree
- Master's degree
- Doctorate degree
- None of the above
06
Please state the major that you completed for the education selected above. If you did not have a major or did not complete major coursework, please list "NA."Please do not refer to your resume or application. Responses not completed in full will result in an incomplete application.
07
Select the option below that best describes the amount of experience you possess operating in a managerial capacity within the fiscal unit of a public agency. Managerial capacity is defined as managing the organization, or a department, subdivision, function, or component of the organization and exercising discretion over the day-to-day operations of the activity or function managed:
- I have no experience in this area
- I have some experience but less than one (1) year
- more than one (1) year but less than two (2)
- more than two (2) years but less than three (3)
- three (3) years or more
08
Please provide a thorough description of your professional experience related to operating in a managerial capacity within the fiscal unit of a public agency, including the function/department/organization you managed, your duties, responsibilities, scope of authority, and any other relevant information to help us understand your role(s) as a manager. In addition to your experience, be sure to include the name of the organization(s) in which you gained the experience, dates of employment, and your job title.If you do not have experience in this area, please list "NA."PLEASE NOTE: Your response will be used to evaluate if you meet the minimum qualifications so please be as thorough as you believe necessary to clearly demonstrate your experience in these areas. Responses that include "see above" or "see resume" or similar will be disqualified.
09
Select the option below that best describes the amount of experience you possess providing supervision to staff. Supervision is defined as evaluating the work of others and having the authority to enact disciplinary action:
- I have no experience in this area
- I have some experience but less than one (1) year
- more than one (1) year but less than two (2)
- more than two (2) years but less than three (3)
- three (3) years or more
10
Please provide a thorough description of your professional experience related to providing supervision to staff, including the job titles of the staff you supervised and your responsibilities related to evaluating work, providing training, and enacting disciplinary action. In addition to your experience, be sure to include the name of the organization(s) in which you gained the experience, dates of employment, and your job title.If you do not have experience in this area, please list "NA."PLEASE NOTE: Your response will be used to evaluate if you meet the minimum qualifications so please be as thorough as you believe necessary to clearly demonstrate your experience in these areas. Responses that include "see above" or "see resume" or similar will be disqualified.
11
A valid California Driver License and the availability of private transportation or the ability to obtain transportation between job sites is required. Do you possess a valid California Driver License and the availability of private transportation or the ability to obtain transportation between job sites?
- Yes
- No
12
Possession of a certificate in school business management is not required but is a preferred qualification. Do you possess a certificate in school business management?
- Yes
- No
Required Question