Executive Director of Fiscal Services

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Company: Hacienda La Puente Unified School District

Location: City Of Industry, CA 91714

Description:

Salary : $182,247.00 - $214,749.00 Annually
Location : City of Industry, CA
Job Type: Full Time
Job Number: 1746/0425
Department: Finance
Opening Date: 04/09/2025
Closing Date: 5/1/2025 11:59 PM Pacific

Hacienda La Puente Unified School District is an equal opportunity employer

Hacienda La Puente Unified School District is named as one of the top 50 employers in California for 2020 and our employees have received a combined 12% salary increase for the 2022-2023 years! Apply now to join our team!

WE ARE ONLY ACCEPTING ONLINE APPLICATIONS. You may apply online by clicking the "Apply" button on this page. If you need assistance applying online, please contact us at (626) 933-3920.

THE POSITION
Under the supervision of the Associate Superintendent of Business Services, plans, organizes, manages, and participates in accounting, budget, payroll, and fiscal record management and reporting activities; directs and evaluates fiscal service personnel; and oversees highly technical and specialized accounting and financial functions.

CURRENT OPENING: One 12-month/40 hours per week, full-time position. Salary placement will be on Range 46 of the Management Salary Schedule. Initial salary placement for new employees is customarily at step 1 ($182,247 per year) of this salary range.

APPLICANT FILING INFORMATION: This recruitment is open to the public. An eligibility list will be established to fill vacancies for one year. Please note that future vacancies may occur throughout the duration of an eligibility list and that the eligibility list can be used to fill vacancies at any time throughout the duration of the eligibility list. Pursuant to PC Rule 6.2.10, the eligibility list established for this recruitment may be used for another related classification at the same or lower salary.

Note: This position is designated as Senior Management in accordance with the provisions of the Education Code.

COMPLETE APPLICATION PACKET MUST INCLUDE:
1) Completed online application
2) Completed Supplemental Questionnaire
3) Proof of your highest obtained education
4) Resume
5) Three letters of recommendation
6) Proof of valid California class "C" driver's license
7) Proof of adequate insurance for a motor vehicle that meets or exceeds the California legal liability insurance requirement

Online application, supplemental questionnaire, and proof of your highest obtained education MUST be submitted by the application filing deadline on May 1, 2025, by 11:59 pm.

SUPPLEMENTAL DOCUMENTS:
Resume, three letters of recommendation, a copy of valid California class "C" driver's license, and proof of valid car insurance MUST be submitted by the final test part. To submit your supplemental documents, you may upload or attach the documents to your online application in the "Attachments" section. You may also fax your documents to Maria Murillo at (626) 333-7416.

For inquiries regarding this position, you may contact the Personnel Commission via email at mamurillo@hlpusd.org or at (626) 933-3923.
Essential Duties
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.
  • Plans, schedules, audits, directs, and coordinates the preparation and maintenance of various accounting and financial records, including general and special ledgers for all District funds, student body funds, and special accounts.
  • Plans, organizes, and directs the budget planning and preparation processes, including formulating budgetary formulas and preparing budget control guidelines and procedures.
  • Monitors budgetary procedures and financial status of risk management programs and self-insurance funds, ensuring compliance with applicable state and federal laws; recommends procedural changes and insurance policy adjustments.
  • Plans, organizes, and directs vendor payment procedures to ensure timely payment for products and services.
  • Plans, organizes, and directs payroll management and reporting functions.
  • Trains, directs, and evaluates the performance of fiscal service personnel, providing guidance and support.
  • Plans, organizes, and develops improved accounting and financial record management, reporting systems, and procedures.
  • Plans, organizes, directs, and coordinates the preparation of guidelines and procedures for posting or input into computer-assisted accounting and budget control programs.
  • Monitors and audits accounting and financial record management and reporting functions to ensure adherence to established operational procedures and guidelines.
  • Prepares budget revisions to offset deficit accounts.
  • Prepares documentation and presents information to effectively communicate with school personnel, the executive cabinet, and the board.
  • Performs highly technical and specialized accounting and financial record management and reporting functions.
  • Counsels, advises, and assists school and District personnel on accounting and financial record management, reporting systems, and the procurement process for goods, materials, and supplies.
  • Develops and reviews the preparation of annual budgets for District departments.
  • Plans, organizes, directs, and coordinates the preparation of various management-related reports, including budget control, financial statements, revenue, investment, accounts payable and receivable, payroll, purchasing, and other computer-assisted reports and records.
  • Plans, organizes, and directs procedures and guidelines for pursuing reimbursement claims for special education, special projects, and pupil transportation.
  • Conducts highly technical financial and statistical research studies on the District's fiscal position and other budget planning and control matters.
  • Plans, organizes, and coordinates internal audits, working closely with the District's audit firm.
  • Plans, organizes, and directs the forecasting and estimating of the District income and expenditures.
  • Collaborates with District personnel on fiscal matters related to the implementation of the District's capital facilities bond measure program.
  • Performs other related duties as directed.

PHYSICAL DEMANDS
Employees in this classification sit, walk, stand, lift, and carry up to 25 pounds, push, pull, bend repeatedly, use both hands simultaneously, repetitively use fingers, wrists, or hands in a twisting motion or while applying pressure, speak clearly, hear normal voice conversation, see small details, need depth perception, can distinguish shades, drive a vehicle, use a computer and telephone.

WORK ENVIRONMENT
Employees in this classification work directly with District staff, students, and the public, work both indoors and outside, with exposure to contagious illnesses, work independently with minimal supervision, work over 40 hours a week, high volume of work and tight deadlines, and continuously changing priorities and interruptions.
Minimum Qualifications

Education:
A Bachelor's degree from an accredited college or university with a major in Business Administration, Education, Accounting, Finance, or a closely related field; a Master's degree is preferred. Possession of a California Association of School Business Officials (CASBO) certificate and/or Certified Public Accountant (CPA) License is highly desirable.

Experience:
Six years of experience in finance or accounting work at a California K-12 school district, including four years of experience in a management or supervisory position involving budget monitoring, budget preparation, and personnel management.

Special:
  • Possession of a valid California Class C Driver's license.
  • Evidence of adequate insurance for a motor vehicle, that meets or exceeds the California legal liability insurance requirement and continues to maintain insurability.
  • Use of an automobile.

Ideal candidates will have

Knowledge of:
  • Modern organization, management, and supervision techniques.
  • Principles, methods, and procedures of school district accounting, budget planning, fiscal record management, purchasing, and risk management.
  • Interpersonal skills using tact, patience, and courtesy.
  • Public speaking techniques.
  • Financial reporting preparation and presentation techniques.
  • Oral and written communication and presentation skills.
  • Audit and fiscal control procedures and techniques, including internal control and audit principles.
  • Applicable Federal, State, and local laws, codes, regulations, and policies.
  • Correct English usage, grammar, spelling, punctuation, and vocabulary.
  • Modern data processing and computer systems for financial record keeping and management information systems.
  • Microsoft Excel, Word, and other current software.
  • Problem-solving strategies.
  • Standardized Account Code Structure (SACS)/ CSAM procedures.
  • Audit guidelines from Federal Programs and the Education Audit Appeals Panel.
  • Los Angeles County Office of Education (LACOE) financial and Human Resource systems.
  • Federal Grants compliance and reporting.
  • Complex financial, statistical, and comparative analysis techniques.
  • Change process and consensus-building strategies.

Ability to:
  • Administer, plan, coordinate, direct, and supervise the complex fiscal services functions of the District.
  • Interpret and apply statutes, regulations, policies, and provisions of the State Education Code and various regulatory agencies concerning the fiscal legal responsibilities of a school district.
  • Read, interpret, apply, and explain rules, regulations, policies, and procedures.
  • Meet schedules and timelines by planning and organizing work.
  • Analyze work methods, schedules, equipment, and staffing levels to increase efficiency.
  • Lead in a team-oriented environment.
  • Train, motivate, coordinate, evaluate, and supervise personnel.
  • Communicate effectively both orally and in writing, including preparing and presenting detailed analyses, recommendations, and conclusions.
  • Collect and analyze complex financial data.
  • Establish and maintain cooperative and effective working relationships.
  • Develop and implement financial procedures and controls at the departmental level.
  • Exercise tact and diplomacy in dealing with sensitive, complex, and confidential issues.
  • Analyze situations accurately and adopt an effective course of action.
  • Work independently with little supervision and direction.

COVID Vaccine Requirement
Per Board policy, employees are allowed on District campuses or facilities only if they are fully vaccinated. This resolution applies to all applicants upon hire. Applicants are required to show proof of COVID-19 vaccination status to the Personnel Commission Office on the date of the examination. People are considered fully vaccinated two weeks after completion of a vaccine.
General Information
The screening process for this position, which may be subject to modification, will include some form of an application screening, initial screening of qualifications, documentation/certification screening, and in some instances supplemental application screening. The stated qualifications for the position represent only the minimum requirements and do not guarantee qualification for examination or placement on an eligibility list.

The examination may consist of any combination of the following: training and experience evaluation, written knowledge test, hands on/performance test, structured panel interview, situational judgement interview, or other type of exam of fitness for duty. All parts of the examination process are job related. A passing score must be attained on each portion of the exam to advance to the next stage and ultimate placement on the eligibility list, which depending on the classification, may be in force for six months or one year.
Disability Accommodation
Please note that it is your responsibility to notify us at least two business days prior to the first test part if you will require reasonable accommodation during any part of the selection process. You are NOT required to disclose any information regarding disabilities at this time but may be required to submit documentation prior to accommodation being granted.
Equal Employment Opportunity District
Hacienda La Puente Unified School District prohibits unlawful discrimination against, and/or harassment of, District employees and job applicants on the basis of actual or perceived race, color, national origin, ancestry, religion, age, marital status, pregnancy, physical or mental disability, medical condition, veteran status, gender, gender identity, sex, or sexual orientation at a District site or activity.
Paid Holidays
Up to 16 holidays per year depending on months worked.

Paid Vacation
26 vacations days per year for classified management employees. Vacation is prorated based on months worked per year (2.17 days are earned per month worked).

Vacation is prorated for all classified employees, based on the hours and months worked per year.

Health Benefits
For positions 35 hours or more per week the District contributes $12,900 (subject to change) toward annual premium for medical, dental, vision and life insurance coverage. Partially paid benefits are available for part-time (20-34) hour employees. The District participates in the Public Employees' Retirement System (PERS). Lifetime retirement benefits provided for eligible retirees.

District Benefit Providers:

The following benefit providers are available for enrollment for eligible employees.

*Medical: Kaiser, United Health Care PPO/HMO
*Dental: Delta Dental (PPO) or DeltaCare USA (HMO)
*Vision: Vision Service Plan (VSP)
*Out of pocket costs are dependent on which provider is selected. Each provider has a different annual premium.

Retirement: PERS for positions 20 hours or more per week. Click on the link below to view the retirement formula that would apply to you:

Paid Sick Leave
Every regular classified management employee, probationary or permanent, can earn paid sick leave credit(s) based on one day for each month in which such employees are in a paid status with the District. Earned, but unused sick leave can accumulate without limit. Full-time classified employees (those who work 8 hours per day, 5 days per week and 12 months per year) will normally earn twelve (12) days of sick leave credit(s) during each fiscal year.
01

This supplemental application is part of the selection process and should be considered an exam. It gives you the opportunity to fully explain your background and qualifications as they pertain to this position. Your answers to the following Supplemental Questions are required for your application to be considered complete. The information that you provide will be evaluated "as-is." Therefore, it is very important to provide concise, organized answers to each question. Please note: if you do not have experience, type "N/A."

Recommendations:

DO NOT write "see resume" for any of your answers. You may copy and paste information from your application, but answering "see resume" will only make it more difficult for raters to understand how your experience applies to the question asked.

Be sure to respond honestly and truthfully to all questions. Overstating your skill level is considered false and/or misleading information. Applicants found to have provided false or misleading information or overstating their skills will be disqualified from further consideration or, if hired, may be terminated from employment.

Read the following questions and type your responses to each question thoroughly, accurately, and in one typed written page or less per question.

I have read and understand this statement.
  • Yes
  • No

02

Do you possess a Bachelor's degree or higher from an accredited college or university with a major in Business Administration, Education, Accounting, Finance, or a closely related field?
  • Yes
  • No

03

Please list the field in which you obtained your degree. If no degree, write "n/a".
04

You must provide the Personnel Commission Office with a copy of your highest obtained education at the time of application, or your application will be considered incomplete. You may upload the documents to your online application (in the "Attachments" section) at the time of application or fax them to Maria Murillo at (626) 333-7416.

NOTE: If you have a foreign degree, it must be certified in the U.S. by an approved foreign credentials evaluation service provider at your own expense. Candidates are responsible of ensuring the timely submission of the evaluation. Foreign credential evaluation services typically take three to six weeks to provide evaluation reports. If you need a list of approved agencies, please contact us at 626-933-3920.

I have read and understand this statement.
  • Yes
  • No

05

Do you possess a Certified Public Accountant (CPA) License and/or a California Association of School Business Officials (CASBO) certificate? If "Yes", please upload a copy of your license to your online application.
  • Yes
  • No

06

How many years of experience do you have in finance or accounting work at a California K-12 school district?

In determining qualifying experience, applicants' part-time employment will only receive partial credit based on the number of hours worked per week. For example purposes only, a position that works 40 hours a week for one year would get one year of credit, whereas a position that works 20 hours a week for one year would get six months of credit.
  • No experience in this area
  • Less than 6 years
  • At least 6 years, but less than 7 years
  • 7 years or more

07

In reference to the question above, please provide the following information for EACH organization where you gained experience in finance or accounting work at a California K-12 school district:

1) Your job title
2) Organization name
3) Start and end dates (month/year) and number of hours worked per week
4) Brief description of duties

Please write "N/A" if you do not have experience in this area. Do NOT type "see resume."
08

How many years of experience do you have working in a management or supervisory position involving budget monitoring, budget preparation, and personnel management?

In determining qualifying experience, applicants' part-time employment will only receive partial credit based on the number of hours worked per week. For example purposes only, a position that works 40 hours a week for one year would get one year of credit, whereas a position that works 20 hours a week for one year would get six months of credit.
  • No experience in this area
  • Less than 4 years
  • At least 4 years, but less than 5 years
  • 5 years or more

09

In reference to the question above, please provide the following information for EACH organization where you gained management or supervisory experience involving budget monitoring, budget preparation, and personnel management:

1) Your job title
2) Organization name
3) Start and end dates (month/year) and number of hours worked per week
4) Brief description of duties

Please write "N/A" if you do not have experience in this area. Do NOT type "see resume."
10

You must provide a copy of the following documents to the Personnel Commission office by the final test part:

1) Resume
2) Three letters of recommendation
3) Proof of valid CA Class "C" Driver's License
4) Proof of car insurance

You may upload and attach the documents to your online application at the time of application (in the "Attachments" section) or fax them to Maria Murillo at (626) 333-7416.

I have read and understand this statement.
  • Yes
  • No

11

How did you hear about this position?
  • California Association of School Business Officials (CASBO)
  • EdJoin
  • GovernmentJobs.com/SchoolJobs.com
  • Indeed
  • Other

12

For the above question, if you chose "Other," please briefly describe how you heard about this position.

If you did not choose "Other" as a response, please type "N/A."
13

Per Board policy, employees are allowed on District campuses or facilities only if they are fully vaccinated. This resolution applies to all applicants upon hire. Applicants are required to show proof of COVID-19 vaccination status to the Personnel Commission Office on the date of the examination. People are considered fully vaccinated two weeks after completion of the vaccine.

I have read and understand this statement.
  • Yes
  • No

Required Question

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