Fort Worth ISD
Associate Superintendent of Business and Finance
Fort Worth ISD, Fort Worth, Texas, United States, 76102
Associate Superintendent of Business and Finance
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Associate Superintendent of Business and Finance
role at
Fort Worth ISD .
Reports to: Chief Financial Officer Grade: 409 239 days Salary: $154,619 – $217,958 FLSA Status: Non-Exempt
Position Purpose The Associate Superintendent of Business and Finance is a critical leadership role that directly affects the District’s ability to implement Financial Services administration successfully. The role provides leadership to support directors within the Finance division and executive leadership across the organization to develop and implement policies and procedures for coordinating and providing system leadership in support of the Chief Financial Officer. The Associate Superintendent of Business and Finance is the chief administrator at the District level for the Office of Financial Services and is responsible for leadership and assistance with strategic and tactical execution on all accounting and finance initiatives. This includes assisting in the direction and management of multiple financial operations of the District to ensure financial compliance with all regulatory agencies and providing systems and procedures to ensure prudent management and internal control systems. The position is responsible for directing the operations of Budget, Treasury, Accounts Payable, Accounts Receivable, Payroll, and Medicaid. The position works closely with Human Resources and Position Control. The position has executive direction, supervision and review of performance, coordination of activities, and reporting results to the Chief Financial Officer, the Superintendent and other District officials for instruction and approval of matters. The position is responsible for providing instruction and technical supervision to assigned staff on non-routine and policy matters, for ensuring the consistent implementation of Board policies and District regulations and providing leadership to achieve efficiencies and cost‑effective practices throughout the district.
Instructional Management
Oversee the various business functions of the school district (budgeting, purchasing, accounting, accounts payable, accounts receivable, payroll, cash management, and warehousing) to ensure each supports and enhances the instructional program and support services of the school district.
Assist in planning, preparing and administering the annual budget. This includes establishing practices which maximize budget input from teachers, principals, and other instructional staff.
Ensure all purchasing procedures of the district are in accordance with state and federal laws and board policy, are in the best interest of the school district, and are conducted according to the highest ethical practices. Coordinate procurement schedules to ensure timely receipt of materials and services for the efficient operation of the district.
Ensure that business operations are supportive of the instructional goals and objectives of the district and the attainment of the campus performance objectives and the District strategic plan.
Work closely with the instructional division to evaluate the effect of expenditure policies on the effectiveness of the various instructional programs and to recommend necessary changes in processes and procedures.
Administration and Fiscal/Facilities Management
Assist the Chief Financial Officer (CFO) in all areas of Financial Services administration.
Establish a sound and efficient financial and general accounting work system for the district that complies with generally accepted accounting principles and the Texas Education Agency Financial Accountability Resource Guide.
Establish and provide support for an efficient system for the payment of district invoices to achieve the maximum balance between timely payment and the protection of the district's investment of cash.
Prepare and monitor a long‑range financial plan for the District including the development and management of budgeting and forecasting tools and processes. Plan short and long‑term strategies, objectives, and priorities for the department with staff involvement.
Keep the Chief Financial Officer informed on the business affairs of the department and district.
Serve as the Chief Financial Officer's designee to oversee the investing of the district's funds in a manner that facilitates the district's cash flow needs and maximizes return in accordance with applicable law and local board policy and prepare investment schedules and financial projections.
Establish standards of quality and guidelines for the department in an effort to standardize them. Establish general operating standards where no District, State, or Federal policies, regulations or guidelines exist. Clarify and revise as needed.
Oversee and coordinate between both the accounting and budget functions, all monthly, quarterly, and annual financial and fiscal projections, forecasting and budgeting of revenue and expenditures. Oversee the preparation of the District’s Annual Budget Report and the Annual Comprehensive Financial Report in accordance with standards.
Oversight and management of the District’s reporting systems and ensure that the Annual Comprehensive Financial Report is prepared timely and in accordance with all applicable regulatory requirements.
Convene work/focus groups composed of internal and external stakeholders to identify areas for improvement and address specific problems.
Oversee tasks needed for implementation of department plans. Assign duties to staff based on priorities and employee ability. Provide feedback as needed to ensure quality of work and accomplishment of objectives.
Review established general operating routines for day‑to‑day management of department. Assign responsibilities and organize work based on need, priority, and ability of staff. Revise workflow and solve problems as needed. Review annual calendar for creation of internal and external reports. Coordinate with other departments to convene work groups for special problems, training, and other activities as needed.
School/Organization Climate
Continuously evaluate the efficiency and effectiveness of accounting, payroll, activity funds, purchasing, warehouse and distribution services and provide leadership to the development of short and long‑range plans to improve the effectiveness and cost efficiencies of these services.
Enhance and implement financial, accounting and budgeting policies and procedures to ensure operational effectiveness.
Lead in the documentation of policies and procedures and implement best practices for internal controls organization wide.
Work with district personnel in projecting student enrollment, staffing needs, building and facility needs, energy needs, capital equipment needs, and other cost items for district and individual school improvement.
Provide staff and others with both oral and written instruction in form of interpretation of District policy, State and Federal regulations, and requirements.
Attend and participate in meetings with directors and other administrative personnel to address items as they relate to financial services, including planning and coordinating with other departments.
Personnel Management
Supervise departmental staff, monitor staff performance, and evaluate department effectiveness.
Coordinate operational functions of Budget, Treasury, Accounts Payable, Accounts Receivable, Payroll, Risk Management, Employee Benefits, and Medicaid through subordinate supervisors and other Department supervisors.
Professional Growth and Development
Observe professional and ethical standards, in accordance with the Texas Education Agency code of ethics.
Use information and insights provided through assessment instruments, district appraisal process, feedback from supervisors, and professional development programs to improve performance.
Provide leadership in addressing challenges facing the profession; pursuing professional development activities; disseminating ideas and information to other professionals.
Read and interpret pertinent literature and District policies to stay well informed of practices in the profession.
Supervisory Responsibilities
Supervise and evaluate the performance of assigned personnel.
Personal Work Relationships
All Fort Worth ISD employees must maintain commitment to the District’s mission, vision, and strategic goals.
Exhibit high professionalism, standards of conduct and work ethic.
Demonstrate high quality customer service; build rapport/relationship with the consumer.
Demonstrate cultural competence in interactions with others; be respectful of co‑workers; communicate and act as a team player; promote teamwork; respond and act appropriately in confrontational situations.
Other Duties As Assigned
Perform other duties as assigned by law, by the Chief Financial Officer, or as necessary for job efficiency and effectiveness.
Knowledge, Skills and Abilities
Advanced technical knowledge of accounting and finance systems.
Knowledge of Federal, State and Local laws and regulations surrounding accounting principles related to school district finance.
Must have excellent written and oral communication and relational skills that provide positive outcomes, including the ability to present complex information in an easily understandable way to a variety of audiences.
Must demonstrate advanced skills in research and interpretation of the rules and regulations related to Finance, and the ability to analyze, respond to, and resolve critical employment matters.
Must be able to create and motivate teams to promote the District’s vision.
Knowledge and skill in the use of personal computers and their software.
The ability to coordinate multiple projects and assignments, a high degree of flexibility, and dynamic interpersonal and communication skills is required.
Must be able to respond to common inquiries or complaints from employees, board members, local businesses, and the public.
Managerial and supervisory skills and the ability to plan, direct, and establish priorities for the fiscal operations areas supervised is required.
Travel Requirements
Travels to school district buildings and professional meetings as required.
Physical & Mental Demands, Work Hazards
Tools/Equipment Used: Standard office equipment, including computer and peripherals.
Posture: Prolonged sitting and standing; occasional stooping, squatting, kneeling, bending, pushing/pulling, and twisting.
Motion: Frequent repetitive hand motions, including keyboarding and use of mouse; occasional reaching.
Lifting: Occasional light lifting and carrying (less than 15 pounds).
Environment: Works in an office setting; may require occasional irregular and/or prolonged hours.
Attendance: Regular and punctual attendance at the worksite is required for this position.
Mental Demands: Maintains emotional control under stress; works with frequent interruptions.
Minimum Required Qualifications
Education:
Master's degree in Accounting, Finance, Business Administration, or related field from an accredited university or college is required.
Certificate/License:
Texas Association of School Business Official (RTSBA) certification or CPA certification preferred.
Experience:
Five (5) to seven (7) years of successful progressive experience in management of fiscal operations is required.
Seniority Level
Executive
Employment Type
Full-time
Job Function
Management and Manufacturing
Education Administration Programs
#J-18808-Ljbffr
Associate Superintendent of Business and Finance
role at
Fort Worth ISD .
Reports to: Chief Financial Officer Grade: 409 239 days Salary: $154,619 – $217,958 FLSA Status: Non-Exempt
Position Purpose The Associate Superintendent of Business and Finance is a critical leadership role that directly affects the District’s ability to implement Financial Services administration successfully. The role provides leadership to support directors within the Finance division and executive leadership across the organization to develop and implement policies and procedures for coordinating and providing system leadership in support of the Chief Financial Officer. The Associate Superintendent of Business and Finance is the chief administrator at the District level for the Office of Financial Services and is responsible for leadership and assistance with strategic and tactical execution on all accounting and finance initiatives. This includes assisting in the direction and management of multiple financial operations of the District to ensure financial compliance with all regulatory agencies and providing systems and procedures to ensure prudent management and internal control systems. The position is responsible for directing the operations of Budget, Treasury, Accounts Payable, Accounts Receivable, Payroll, and Medicaid. The position works closely with Human Resources and Position Control. The position has executive direction, supervision and review of performance, coordination of activities, and reporting results to the Chief Financial Officer, the Superintendent and other District officials for instruction and approval of matters. The position is responsible for providing instruction and technical supervision to assigned staff on non-routine and policy matters, for ensuring the consistent implementation of Board policies and District regulations and providing leadership to achieve efficiencies and cost‑effective practices throughout the district.
Instructional Management
Oversee the various business functions of the school district (budgeting, purchasing, accounting, accounts payable, accounts receivable, payroll, cash management, and warehousing) to ensure each supports and enhances the instructional program and support services of the school district.
Assist in planning, preparing and administering the annual budget. This includes establishing practices which maximize budget input from teachers, principals, and other instructional staff.
Ensure all purchasing procedures of the district are in accordance with state and federal laws and board policy, are in the best interest of the school district, and are conducted according to the highest ethical practices. Coordinate procurement schedules to ensure timely receipt of materials and services for the efficient operation of the district.
Ensure that business operations are supportive of the instructional goals and objectives of the district and the attainment of the campus performance objectives and the District strategic plan.
Work closely with the instructional division to evaluate the effect of expenditure policies on the effectiveness of the various instructional programs and to recommend necessary changes in processes and procedures.
Administration and Fiscal/Facilities Management
Assist the Chief Financial Officer (CFO) in all areas of Financial Services administration.
Establish a sound and efficient financial and general accounting work system for the district that complies with generally accepted accounting principles and the Texas Education Agency Financial Accountability Resource Guide.
Establish and provide support for an efficient system for the payment of district invoices to achieve the maximum balance between timely payment and the protection of the district's investment of cash.
Prepare and monitor a long‑range financial plan for the District including the development and management of budgeting and forecasting tools and processes. Plan short and long‑term strategies, objectives, and priorities for the department with staff involvement.
Keep the Chief Financial Officer informed on the business affairs of the department and district.
Serve as the Chief Financial Officer's designee to oversee the investing of the district's funds in a manner that facilitates the district's cash flow needs and maximizes return in accordance with applicable law and local board policy and prepare investment schedules and financial projections.
Establish standards of quality and guidelines for the department in an effort to standardize them. Establish general operating standards where no District, State, or Federal policies, regulations or guidelines exist. Clarify and revise as needed.
Oversee and coordinate between both the accounting and budget functions, all monthly, quarterly, and annual financial and fiscal projections, forecasting and budgeting of revenue and expenditures. Oversee the preparation of the District’s Annual Budget Report and the Annual Comprehensive Financial Report in accordance with standards.
Oversight and management of the District’s reporting systems and ensure that the Annual Comprehensive Financial Report is prepared timely and in accordance with all applicable regulatory requirements.
Convene work/focus groups composed of internal and external stakeholders to identify areas for improvement and address specific problems.
Oversee tasks needed for implementation of department plans. Assign duties to staff based on priorities and employee ability. Provide feedback as needed to ensure quality of work and accomplishment of objectives.
Review established general operating routines for day‑to‑day management of department. Assign responsibilities and organize work based on need, priority, and ability of staff. Revise workflow and solve problems as needed. Review annual calendar for creation of internal and external reports. Coordinate with other departments to convene work groups for special problems, training, and other activities as needed.
School/Organization Climate
Continuously evaluate the efficiency and effectiveness of accounting, payroll, activity funds, purchasing, warehouse and distribution services and provide leadership to the development of short and long‑range plans to improve the effectiveness and cost efficiencies of these services.
Enhance and implement financial, accounting and budgeting policies and procedures to ensure operational effectiveness.
Lead in the documentation of policies and procedures and implement best practices for internal controls organization wide.
Work with district personnel in projecting student enrollment, staffing needs, building and facility needs, energy needs, capital equipment needs, and other cost items for district and individual school improvement.
Provide staff and others with both oral and written instruction in form of interpretation of District policy, State and Federal regulations, and requirements.
Attend and participate in meetings with directors and other administrative personnel to address items as they relate to financial services, including planning and coordinating with other departments.
Personnel Management
Supervise departmental staff, monitor staff performance, and evaluate department effectiveness.
Coordinate operational functions of Budget, Treasury, Accounts Payable, Accounts Receivable, Payroll, Risk Management, Employee Benefits, and Medicaid through subordinate supervisors and other Department supervisors.
Professional Growth and Development
Observe professional and ethical standards, in accordance with the Texas Education Agency code of ethics.
Use information and insights provided through assessment instruments, district appraisal process, feedback from supervisors, and professional development programs to improve performance.
Provide leadership in addressing challenges facing the profession; pursuing professional development activities; disseminating ideas and information to other professionals.
Read and interpret pertinent literature and District policies to stay well informed of practices in the profession.
Supervisory Responsibilities
Supervise and evaluate the performance of assigned personnel.
Personal Work Relationships
All Fort Worth ISD employees must maintain commitment to the District’s mission, vision, and strategic goals.
Exhibit high professionalism, standards of conduct and work ethic.
Demonstrate high quality customer service; build rapport/relationship with the consumer.
Demonstrate cultural competence in interactions with others; be respectful of co‑workers; communicate and act as a team player; promote teamwork; respond and act appropriately in confrontational situations.
Other Duties As Assigned
Perform other duties as assigned by law, by the Chief Financial Officer, or as necessary for job efficiency and effectiveness.
Knowledge, Skills and Abilities
Advanced technical knowledge of accounting and finance systems.
Knowledge of Federal, State and Local laws and regulations surrounding accounting principles related to school district finance.
Must have excellent written and oral communication and relational skills that provide positive outcomes, including the ability to present complex information in an easily understandable way to a variety of audiences.
Must demonstrate advanced skills in research and interpretation of the rules and regulations related to Finance, and the ability to analyze, respond to, and resolve critical employment matters.
Must be able to create and motivate teams to promote the District’s vision.
Knowledge and skill in the use of personal computers and their software.
The ability to coordinate multiple projects and assignments, a high degree of flexibility, and dynamic interpersonal and communication skills is required.
Must be able to respond to common inquiries or complaints from employees, board members, local businesses, and the public.
Managerial and supervisory skills and the ability to plan, direct, and establish priorities for the fiscal operations areas supervised is required.
Travel Requirements
Travels to school district buildings and professional meetings as required.
Physical & Mental Demands, Work Hazards
Tools/Equipment Used: Standard office equipment, including computer and peripherals.
Posture: Prolonged sitting and standing; occasional stooping, squatting, kneeling, bending, pushing/pulling, and twisting.
Motion: Frequent repetitive hand motions, including keyboarding and use of mouse; occasional reaching.
Lifting: Occasional light lifting and carrying (less than 15 pounds).
Environment: Works in an office setting; may require occasional irregular and/or prolonged hours.
Attendance: Regular and punctual attendance at the worksite is required for this position.
Mental Demands: Maintains emotional control under stress; works with frequent interruptions.
Minimum Required Qualifications
Education:
Master's degree in Accounting, Finance, Business Administration, or related field from an accredited university or college is required.
Certificate/License:
Texas Association of School Business Official (RTSBA) certification or CPA certification preferred.
Experience:
Five (5) to seven (7) years of successful progressive experience in management of fiscal operations is required.
Seniority Level
Executive
Employment Type
Full-time
Job Function
Management and Manufacturing
Education Administration Programs
#J-18808-Ljbffr