Chief Financial Officer - Keller Independent School District

SUMMARY:

The Chief Financial Officer is responsible for oversight of all financial and business affairs of the District. The CFO will provide leadership for the District’s financial services activity to ensure legally sound and effective management practices. The CFO will direct and monitor the management and investment of all District funds and ensure they are adequately protected. This position serves as the chief financial advisor and budget advisor to the Superintendent and Board of Trustees.

The essential functions, pursuant to the Americans with Disabilities Act, may include the characteristic duties and responsibilities noted herein, however, this list represents examples only, and is not a comprehensive listing of all functions and tasks performed by positions found in this job description.

• Model KISD core organizational beliefs and values; perform duties effectively and efficiently for the purpose of supporting and contributing to high student achievement.
• Provide program support and service delivery; communicate effectively within and across teams and participate in cross-functional work groups.
• Maintain a commitment to the District mission; model District expectations through personal leadership and actively support the efforts of others to achieve District goals.
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MAJOR RESPONSIBILITIES AND DUTIES

Financial Management

• Ensure preparation and integrity of all District general accounting records and related financial reports using accepted standards for school accounting as prescribed by the Texas Education Agency.
• Develop long-range and short-term objectives for District’s business operations and prepare District budget. Monitor budget variances and oversee budget adjustments.
• Act as financial advisor to the Superintendent of Schools and Board of Trustees and keep them informed of the financial condition of the District.
• Maintain the District’s investment portfolio.
• Supervise and coordinate the investment of all available funds to the best interest of the District and ensure that these funds are adequately protected against loss at all times.
• Ensure that all financial obligations of the District (accounts payable, notes payable, bonded indebtedness, and payroll) are met on a timely basis.
• Implement and maintain internal control procedures to ensure the safeguarding of assets and reliability of accounting data and to promote operational efficiency and ensure adherence to prescribed procedures.
• Oversee the auditing program for all District funds and work cooperatively with the District’s independent and internal auditors in conducting periodic audits.
• Administer the business office budget and ensure that programs are cost effective, and funds are managed prudently.

Personnel Management

• Develop training options and improvement plans for department staff to enhance the effectiveness of department operations.
• Evaluate job performance of employees to ensure effectiveness.
• Select, train, evaluate, and retain high quality finance professional and make recommendations relative to assignment, retention, discipline, and dismissal.

Communication

• Attend Board of Trustees meetings.
• Establish and maintain a professional relationship and open communication with principals, teachers, staff, parents, and community members.
• Ensure that all department staff provides responsive, courteous, and helpful customer service to the schools, staff, and other stakeholders.

Policy, Reports, and Law

• Compile, maintain, and file all physical and computerized reports, records, and other documents required including preparing and evaluating monthly financial statements and related budget reports, preparing quarterly and final reports for all federal funds and grants, developing semi-annual financial information for submission of data to TEA, and preparing and publishing comprehensive annual financial report in compliance with Association of School Business Officer (ASBO) standards.
• Implement the policies established by federal and state law, State Board of Education rule, and local Board Policy in the area of information management and technology.
• Report to Board of Trustees required information regarding instructional initiatives.
• Maintain confidentiality.
• Develop and maintain systems for retrieval of information in support of all programs; compile, maintain, file, and secure all physical and computerized reports, records, and other required documents.
• Pursue Professional Development activities for self and assigned staff; ensure that Professional Development activities are aligned with District goals and initiatives and current professional research.
• Comply with all policies, operating procedures, legal requirements, and verbal and written directives.
• Comply with the Professional Code of Ethics and Standard Practices for Texas
• Follow District safety protocols and emergency procedures.
• Perform other related duties as assigned.

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QUALIFICATIONS:

Education/Certification:
• Bachelor’s Degree in Business, Accounting, or other related filed
• School district experience in budgeting, finance, and payroll (preferred)
• Master’s degree in a business-related field or educational administration (preferred)

Experience:
• 3 years administrative or management experience
• 3 years supervisory responsibility in the fields of finance or accounting
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SPECIAL KNOWLEGDGE/SKILLS/ABILITIES:

• Advanced knowledge of school finance, budgeting, accounting systems, and economics
• Knowledge of information/data processing systems and financial applications
• Ability to resolve conflict, listen, and appropriately respond to concerns
• Demonstrated leadership skills
• Ability to manage budget and personnel
• Ability to implement policy and procedures
• Ability to interpret data
• Excellent communication, public relations, and interpersonal skills
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SUPERVISORY RESPONSIBILITES:

• Supervise, evaluate, and recommend the hiring and dismissal of assigned staff.
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MENTAL/PHYSICAL DEMANDS AND ENVIRONMENTAL FACTORS:

Tools/Equipment Used:
• Standard office equipment including personal computer and peripherals

Posture:

• Prolonged sitting; occasional bending/stooping, pushing/pulling, and twisting

Motion:

• Repetitive hand motions, frequent keyboarding and use of mouse; occasional reaching

Lifting:

• Occasional light lifting and carrying (less than 15 pounds)

Environment:

• Work to be completed on-site from assigned school or building; regular exposure to noise and computer monitors
• No remote work
• May work prolonged or irregular hours; occasional districtwide and statewide travel

Mental Demands:

• Work with frequent interruptions; maintain emotional control under stress work; prolonged or irregular hours

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INTENT AND ACKNOWLEDGEMENT:

This description is intended to indicate the kinds of tasks and levels of work difficulty required of positions given this title and shall not be construed as declaring what the specific duties and responsibilities of any particular position shall be. It is not intended to limit, or any way modify the right of any supervisor to assign, direct and control the work of employees under supervision. The use of a particular expression or illustration describing duties shall not be held to exclude other duties not mentioned that are of similar kind or level of difficulty.