Chief Financial Officer/Board Secretary - William Penn School District

Position Title:                      Chief Financial Officer/Board Secretary

Supervisor:                          Superintendent

Position Location:                Green Avenue Administration Building - Business Office

Effective Date:                     October 1, 2024

District Summary: The William Penn School District is located in southeastern Delaware County and serves approximately 5,000 students who reside in Aldan, Colwyn, Darby, East Lansdowne, Lansdowne, and Yeadon Boroughs. We share a collective vision to educate, nurture and empower all students to become career and/or college ready.

Position Summary: The Chief Financial Officer/Board Secretary position will direct and oversee all business operations. The Chief Financial Officer will be responsible for instilling a financial approach and mindset across the entire organization. The Chief Financial Officer will be a strategic thinker and provide suggestions to District leadership based on analyzing and forecasting current and future financial positions. In addition to planning, leading and supervising the business functions of the District, the Chief Financial Officer/Board Secretary also ensures that proper business and accounting procedures are followed at all times.

Key Responsibilities & Essential Duties:

• Serves as Secretary to the Board of School Directors
• Serves as Chief Financial Officer, overseeing accounting, budget preparation and audit functions
• Supervises department heads to monitor each department and make recommendations
• Serves as Purchasing Agent
• Leads all procurement functions for the District
• Leads all request for proposal (RFP) functions for the District
• Administers the District’s insurance program
• Prepares, implements, monitors and reports on the district budget
• Prepares monthly report for all cabinet level partners to ensure budgetary compliance
• Administers the tax collection process
• Manages current operating budget and ensures on a monthly basis that spending is aligned to budget
• Administers District’s investment program
• Works with the District’s Operations team on preparing Capital Project budgets
• Facilitates the budgetary process for all District involved grant projects
• Collaborates with negotiating team and labor counsel during all District negotiations
• Coordinates all Business Office data processing applications with outside contractors, including budgetary, accounting, and payroll
• Prepare financials for continued efforts around fair funding advocacy
• Ensures compliance with local, state and federal policies and regulations
• Other duties as directed by the Superintendent and the Board of School Directors

Knowledge, Skills & Abilities:

• Knowledge/awareness of own cultural identity and how this influences behavior, and desire to learn about the cultural identity of others.
• Excellent management and supervisory skills
• Ability to establish and nurture an environment that promotes cultural competence and equitable treatment of staff, students, and patrons of the District.
• Ability to understand and hold self and others accountable for promoting and attaining the goals as outlined in Focus Forward 2025.
• Ability to recognize that each person is a unique individual even as we celebrate their group cultural heritage.
• Ability to courageously lead conversations focused on equity, closing opportunity gaps, and equal access
• Ability to implement a comprehensive continuous improvement process for the Business Office to ensure deadlines are met, budgets are monitored to ensure limited cost overages, and Board operations are supported with fidelity
• Ability to establish and maintain effective working relationships with District staff and administrators, students, parents or guardians, outside agencies, and the public, in a multi-ethnic, multicultural, multilingual environment.
• Ability to receive and implement feedback to improve practice and systems.

Qualifications:

• Minimum five years of public-school business administration experience

Preferred Qualifications:

• A MBA/CPA highly preferred, along with an understanding of federal/state/local budgeting practices

Compensation: Minimum salary of $155,000

Working Conditions & Physical Requirements:

• Work scheduled hours on a consistent basis
• Indoor office environment is subject to frequent interruptions
• Pushing, moving and lifting objects with a strength factor of light work
• Dexterity of hands and fingers to operate a variety of standard office equipment
• Clarity of vision at varying distances
• Verbal, auditory and written capabilities to effectively communicate in an articulate manner
• Sitting and standing for extended periods of time
• Frequent sitting, standing and walking
• Reaching overhead, above the shoulders and horizontally to retrieve and store files and supplies
• Lifting objects with a strength factor of light work
• Occasional bending, reaching and stretching
• Occasional kneeling, crouching and squatting
• Occasional pulling, pushing

Disclaimer:

The preceding list is not exhaustive and may be supplemented as necessary. The statements contained herein reflect general details as necessary to describe the principal functions of this job, the scope of responsibility, and the level of knowledge and skills typically required, but should not be considered an all-inclusive listing of work requirements, skills or duties so classified. All personnel may be required to perform duties outside their normal responsibilities from time to time as needed.

All employment open positions are made available on a nondiscriminatory basis without regard to race, color, creed, religion, sexual orientation, national origin, gender, age, disability, or veteran status.

Job descriptions are written as a representative list of the ADA essential duties performed by the entire classification. They cannot include and are not intended to include, every possible activity and task performed by every specific employee.