Chief Financial Officer

Position Description

Essential Duties and Responsibilities

Financial Management

• Ensure the accurate preparation and integrity of all district accounting records and financial reports in accordance with Texas Education Agency standards.
• Develop and manage district financial policies and procedures.
• Coordinate financial processes across the district to ensure the accurate and efficient flow of financial information.
• Assume responsibility for budget development and long-range financial planning; prepare the district budget, monitor variances, and oversee necessary adjustments.
• Serve as a financial advisor to the superintendent and board of trustees, providing recommendations regarding funding and expenditures.
• Manage the district’s investment portfolio and maintain relationships with financial institutions to ensure funds are secure and optimally invested.
• Ensure timely fulfillment of all financial obligations, including accounts payable, debt service, and payroll.
• Establish and maintain internal control procedures to safeguard assets, ensure reliable financial data, and promote operational efficiency and compliance.
• Oversee the district’s audit processes and collaborate with internal and external auditors during periodic reviews.
• Administer the business office budget, ensuring cost-effectiveness and prudent financial management.

• Develop and maintain a financial reporting system in compliance with Texas Education Agency requirements.
• Prepare and present reports, presentations, and other documents as required by the superintendent and board.
• Compile, maintain, and submit all required financial reports and records, including monthly financial statements, budget reports, federal grant reports, TEA submissions, and the Comprehensive Annual Financial Report in accordance with ASBO standards.
• Oversee the district’s materials acquisition (purchasing) program and ensure adherence to best business and finance practices.

• Review and recommend policies, administrative regulations, and practices for assigned areas.
• Implement and ensure compliance with applicable federal and state laws, State Board of Education rules, and local board policies.
• Communicate effectively with the superintendent, board of trustees, district staff, financial institutions, attorneys, vendors, insurance representatives, students, parents, and the public.
• Follow district safety protocols and emergency procedures.

• Attend board meetings and deliver presentations as requested.
• Utilize appropriate technology and office systems to support all business and finance operations.

• Recruit, train, evaluate, and supervise department staff, making recommendations regarding assignments, retention, discipline, and dismissal.
• Develop and implement training and improvement plans to enhance departmental effectiveness.
• May supervise one or more employees as assigned.

• Bachelor's degree in Business, Accounting, Finance, or other related field required
• Master's degree preferred
• Certified Public Accountant License (CPA) preferred
• Minimum of 7 years of progressive leadership in Business & Finance and Payroll
• Minimum of 5 years of Business & Finance experience within a public school district, preferred
• Director-level or higher experience in a public sector or large-scale organization, preferred
• Expert 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 effectively manage and balance budgets and personnel
• Ability to implement policy and procedures
• Ability to interpret data
• Effective communicator with strong interpersonal, public relations, and presentation skills

• Attendance at evening events, such as School Board meetings is required. Work is performed primarily in an office but also requires some work outside of the office. Work involves completion of analytic and narrative documents with deadlines, involving stressful situations and long hours.