Job Title: Finance Services Manager

Reports to:Director of Finance Services
Typical Schedule:245 days/7.5 hours
Bargaining Unit:N/A

 

FLSA:Exempt
Job Code:1710
Salary Schedule:MGT07

JOB GOAL

To assist in the administration of the District’s finance office and functions.

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.

Communication

  1. Communicate effectively with school and District personnel.
  2. Provide information to the Director of Finance Services to ensure the efficient and effective operation of assigned functions.
  3. Communicate effectively with department personnel to ensure accurate information and clear direction of efforts.
  4. Generate and assist in the preparation of computer reports for all finance users, state auditors, and community members.

Critical Thinking

  1. Assist in developing the Department’s Continuous Improvement Plan.

Proactive Orientation

  1. Deal with confidential information.
  2. Demonstrate initiative in performing responsibilities.
  3. Provide leadership for the department.
  4. Assist in motivating others to perform at a high level.

Facilitation

  1. Work with the office of the Auditor General staff to facilitate the audit function.
  2. Act as liaison between Financial Services and Information Services.
  3. Use appropriate interpersonal styles and methods to guide others toward task accomplishment.

Continuous Improvement

  1. Set high work standards for self and others and encourage meeting those standards.
  2. Keep updated on legislation and rules that affect financial services.
  3. Assist with the training for school bookkeepers and secretaries.
  4. Keep well informed about trends, programs, computer packages, and other pertinent areas related to assigned functions.
  5. Provide opportunities for staff to participate in staff development activities related to assigned functions.

Technical/Professional Knowledge

  1. Plan, organize, and direct the activities related to accounting, budget, accounts payable, payroll, PLACE accounting, and construction accounting.
  2. Participate in planning for developing the annual District budget.
  3. Work closely with information services to plan for the development of computer programs needed by Finance Services.
  4. Assist in preparing the annual District school budget.
  5. Assist with the development of computer programs.
  6. Assist with the preparation of the SATSY and cost report.
  7. Assist with balancing general ledgers.
  8. Assist with the preparation of the comprehensive annual financial report.
  9. Develop and maintain a system of cash management.
  10. Administer a system for the control of fixed assets, (land, buildings, tangible personal property) from the date of acquisition to the date of disposition.
  11. Assist in the coordination of the reconciliation of special journals, subsidiary ledgers, and cash.
  12. Prepare monthly financial reports for Board approval.
  13. Supervise assigned personnel, conduct annual performance appraisals, and make recommendations for appropriate employment actions.
  14. Fulfill all requirements of the District and state relative to position.

Constancy of Purpose

  1. Exhibit commitment to the vision and mission of the School District.
  2. Perform other incidental tasks consistent with the goals and objectives of this position.

Managerial

  1. Assign priorities and duties to assigned departments.
  2. Coordinate workflow between departments.
  3. Assist in the maintenance of project files and special accounts.
  4. Prepare special reports and records.
  5. Prepare work files to document comprehensive annual financial report figures and notes to financial statements.
  6. Supervise the preparation of budget amendments.
  7. Prepare or oversee the preparation of all required reports.
  8. Maintain accurate and thorough accounting records.

Decisiveness

  1. Make and share decisions in a timely manner.
  2. Respond quickly in an emergency situation.
  3. Address personnel problems promptly and directly.

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 computer design techniques and system usage
  • Knowledge of fund accounting and accounting business computer systems
  • Knowledge of financial and program cost accounting and reporting for Florida schools
  • Knowledge of governmental accounting, finance, budgeting, payroll, and property management systems
  • Experience in cash management
  • Ability to prepare financial reports
  • Ability to supervise personnel
  • Ability to communicate effectively orally and in writing
  • Ability to read and interpret Florida statutes, State Board rules, and Department of Education rules

EDUCATION, TRAINING & EXPERIENCE

  • Bachelor’s Degree in Business Administration, Accounting, or related field from an accredited institution
  • Experience in administration and/or supervision

CERTIFICATES, LICENSES & REGISTRATIONS

None

PREFERRED QUALIFICATIONS

  • Prefer prior experience in governmental accounting

SUPERVISORY RESPONSIBILITY

Accounts Payable Specialist, Payroll Specialist, Budget Specialist, Accounting Specialist, Accounting Specialist for Construction, PLACE Specialist (before and after school care), and BCE Student

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 to finger, handle, or feel; reach with hands and arms. The employee occasionally lifts and/or moves up to 25 pounds. 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.

Finance Services Manager;   EST: n/a;   REV: n/a;   Board Approved: n/a