Job Title: Chief Financial Officer

Reports to:Deputy Superintendent or Designee
Typical Schedule:245 days/7.5 hours
Bargaining Unit:N/A

 

FLSA:Exempt
Job Code:1104
Salary Schedule:MGT12

JOB GOAL

Responsible for ensuring the short and long term prudent fiscal operation of the District, including management of all assets and liabilities. Leads the District in implementing best practices in financial management and planning to provide maximum support to the instructional programs of the District. Manages and provides oversight for all financial and related services to ensure efficiency and legal compliance. Collaborates with the Superintendent to lead the budget process and communicate with all stakeholders

ESSENTIAL DUTIES & RESPONSIBILITIES

The following statements 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 construed as an exhaustive list of all duties and responsibilities required of those in this position.
  1. Direct the financial accounting functions of the District, including but not limited to, operational and capital budgets, accounting and reporting, grants, payroll, payables, property accounting, and inventory.
  2. Prepare and present the operating and capital budget and communicate fiscal matters to the School Board.
  3. Supervise the preparation of the Comprehensive Annual Financial Report (CAFR) in accordance with generally accepted accounting principles.
  4. Establish and maintain effective and sound internal controls for all aspects of cash receipts, investment activities, accounts payable, payroll, accounting and reporting functions and property accounting and inventory to safeguard the assets of the District and provide the highest level of accountability for public funds.
  5. Oversee the preparation of and filing of all required tax returns and regulatory reports to state and federal agencies.
  6. Oversee the District’s investments and debt programs and direct the funding development of the ten-year capital work program.
  7. Direct the preparation and submission of required reports to the Florida Department of Education and the School Board.
  8. Develop analysis and cost of salary proposals to assist in the collective bargaining process.
  9. Ensure compliance with legal requirements of budget advertising and hearing rules and regulations.
  10. Participate in development of short and long-range strategic planning related to all District programs and operations.
  11. Attend training workshops required by the District to keep abreast of current technology and trends, new developments in the industry, best practices, government regulations, and legal requirements affecting the school system, and propose changes, if appropriate.
  12. Provide financial guidance to the District’s self-insured health programs.
  13. Coordinate the preparation of required financial schedules for the School Board’s annual financial statement and single audits performed by the State of Florida Auditor General, external auditors and other entities.
  14. Participate in district-wide planning to align the use of financial and human resources to support District goals within available budget.                         
  15. Direct and provide leadership to assigned personnel, conduct performance appraisals, make recommendations for appropriate employment actions, and promote professional growth.
  16. Establish good public relations with parents, businesses, and community groups to provide information and receive feedback, and represent schools at district-level functions as needed.
  17. Provide input in the development of policies and administrative guidelines for areas of responsibility and support the implementation of programmatic goals and objectives on a district-wide basis.
  18. Interact with parents, outside agencies, businesses, and the community to enhance understanding of District initiatives and priorities and to elicit support and assistance.
  19. Serve with other educational leaders on work groups, committees, and project action teams that directly support schools.
  20. Serve as a district representative at emergency shelters as determined by the Superintendent and provide leadership to ensure a secure work environment during an emergency or crisis situation.
  21. Perform other duties as assigned.

MINIMUM REQUIREMENTS

Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the incumbent will possess the abilities or aptitudes to perform each duty successfully. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

KNOWLEDGE, SKILLS & ABILITIES

  • Knowledge of and ability to understand and interpret applicable policies, state statutes, and federal guidelines, including Florida Statutes, Florida Education Finance Program, Capital Funding, governmental accounting principles, cost accounting systems, and School Board policy
  • Thorough knowledge of the principles, procedures, and practices of public-school operations, development of a public budget, and understanding of the interaction of the various departments within a school division
  • Ability to use data-driven decision making to determine effectiveness of various programs and initiatives and develop strategies for improvement
  • Excellent time management skills and ability to organize, prioritize, manage, and carry out duties efficiently and within established timeframes
  • Experience applying federal, state, and local laws, rules, and regulations governing public school finance
  • Knowledge to review and interpret highly technical information, write policies and procedures, and/or speak persuasively to implement desired actions; and analyze situations to define issues and draw conclusions
  • Ability to motivate, lead, challenge a team, establish goals, objectives, and action plans to achieve district goals
  • Ability to communicate effectively with a variety of audiences, orally and in writing, including electronic media
  • Operating knowledge of computer programs, including email, word processing, spreadsheets, and databases
  • Ability to establish and maintain collaborative working relationships with all stakeholders

EDUCATION, TRAINING & EXPERIENCE

  • Master’s degree from an accredited institution in the field of Finance, Accounting, Business Administration, or related field
  • Seven years’ experience in management, accounting, and budget coordination experience with responsibilities related to business operations
  • Five years’ experience in a supervisory or administrative role
  • OR
  • Any equivalent combination of education and experience which provides the required knowledge, skills, and abilities to perform the essential duties and responsibilities of the position 

CERTIFICATES, LICENSES & REGISTRATIONS

None

PREFERRED QUALIFICATIONS

  • Valid and current certification in public accounting (CPA)
  • Prior experience in public school administration, public school district administration, or leadership of other large, diverse organizations

SUPERVISORY RESPONSIBILITY

Direct supervision of assigned personnel. Responsibilities include planning, assigning, and directing work; addressing complaints and resolving problems; training employees; evaluating performance; and interviewing, testing, hiring, and assignment of personnel.

PHYSICAL REQUIREMENTS

Light Work: Exerting up to 20 pounds of force occasionally and/or up to 10 pounds of force frequently. If the use of arm and/or leg controls require exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated as Light Work.

PHYSICAL ACTIVITY

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is required to sit, talk and hear; stand and walk; use hands/fingers to handle, or feel; reach with hands and arms. Specific vision ability required by this job includes close vision, distance vision, and the ability to adjust focus.

WORKING CONDITIONS

Indoors and Outdoors: The worker is subject to both environmental conditions. Activities occur inside and outside.

MACHINES, TOOLS, EQUIPMENT

  • General office equipment, including personal computers, fax machines, copiers, telephones, etc.

TERMS OF EMPLOYMENT

Salary and benefits shall be paid consistent with the District’s approved compensation plan. Length of the work year and hours of employment shall be established by the District.

Performance of the job will be evaluated in accordance with provisions of the School Board’s policy on evaluation of personnel.

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Pasco County Schools will provide reasonable accommodations to qualified individuals with disabilities to allow them to perform the essential functions of the job when such individuals request an accommodation.

Chief Financial Officer;   EST: January 23, 2013;   REV: October 5, 2021;   Board Approved: October 5, 2021