Director, Budgeting

Job Title: Director, Budgeting

Position Function: The Budget Director position was established for the purpose of utilizing the District's resources efficiently; ensuring financial legal compliance; providing financial information timely and accurately; and satisfying internal and external customers in regards to financial matters.

Essential Performance Responsibilities:

Financial Reporting & Compliance:

• Lead the preparation of various required budget documents, periodicals, and financial reports including the annual State Budget Forms, Annual Comprehensive Financial Report, Building Needs Assessment Reports, plus various other state education agency reporting requirements, ensuring accuracy, timeliness, and adherence to legal requirements.
• Strive for national recognition for excellence in financial reporting on budget documents and annual reports.
• Complete and review complex journal entries for allocating expenditures and converting modified cash general ledger to GAAP basis for the fiscal year end. 

Budget Analysis, Monitoring & Forecasting:

• Analyze financial data, including revenues, expenditures, and cash management, to provide strategic recommendations, optimize resource allocation, and ensure operations remain within budget.
• Track and project revenues, expenditures, and cash balances to ensure fiscal practices are followed, obligations are met, and resource efficiency is optimized.
• Complete long term financial forecasting to guide strategic financial planning measures for the district. Report monthly to the CFO on forecast trends, with a focus on key spending areas.

Audit & Regulatory Compliance:

• Collaborate with external auditors, grant representatives, and regulatory agencies, providing critical information and risk assessments related to district finances during the annual financial audit, annual single audit, annual state education agency enrollment and financials audit, post legislative audits, and various other interim audits. 

Human Capital Management & Analysis:

• Perform analysis on district wide human capital to assess staffing ratios and appropriate funding sources utilizing position management skills to manage the districts top category of spending.
• Summarize staffing ratios to assist in personnel decision making.

Customer Service & Communication:

• Provide excellent internal and external customer service on budgeting and financial reporting issues.
• Present complex financial information clearly to district staff, leadership, and external stakeholders to ensure informed decision-making.

Legislative & Financial Research:

• Research and evaluate financial trends and legislative updates to assess their impact on district operations and ensure legal compliance.

Personnel & Departmental Leadership:

• Oversee departmental personnel management, including recruitment, training, and performance evaluation, to maximize productivity and achieve district objectives.

Internal Controls & Risk Management:

• Implement and monitor internal controls to safeguard financial resources, maintain data integrity, and ensure compliance with fiscal policies.

Process Documentation & System Expertise:

• Develop and maintain comprehensive documentation of budgeting processes and procedures. Serve as the functional expert on financial systems, driving system efficiencies and enhancements.

Additional Duties: Assists with additional duties as assigned by Chief Financial Officer.

Equipment: This position may require the ability to use SMART boards and iPads in addition to basic office equipment such as computers, copiers, scanners, and fax machine. Must always comply with USD 259's guidelines for equipment use.

Travel: Limited travel between schools and central offices may be required.

Physical and Mental Demands:

• Work in standard office and school building environments
• Must be available to work beyond the regular workday
• Must be able to work long irregular hours under pressure
• Must have organization, time management, communication, and interpersonal skills
• Additional demands upon request of Supervisor

Knowledge, Skills, and Abilities:

• Ability to communicate both verbally and written in order to communicate with others inside and outside of the organization for the purpose of giving and obtaining information
• Basic computer proficiency and the ability to effectively use Microsoft Word and Outlook which will be determined and validated by testing
• Use of good judgment to make decisions on recurring assignments
• Ability to assess current Human Resources systems needs and prepare and present recommendations
• Ability to perform a variety of technical tasks, change assignments on short notice, perform under deadlines and work in a calm and efficient manner
• Displays a significant degree of professionalism and confidentiality
• Ability to conform to proper standards of professional dress and appearance
• Knowledge of company's mission, purpose, goals and the role of every employee in achieving each of them

Interrelations:

• Contact with personnel within the district and with customers and vendors
• Will be working under the direct supervision of the department supervisor in order to complete day to day tasks
• Will be working with a diverse population requiring the ability to handle all situations with tact and diplomacy
• Must understand and respond appropriately to customer needs and maintain a positive attitude with all customers and colleagues
• Expected to interact with all internal and external customers in a friendly, professional manner and provide quick, responsive customer service

Employee Punctuality and Appearance:

• In order for schools to operate effectively, employees are expected to perform all assigned duties and work all scheduled hours during each designated workday, unless the employee has received approved leave
• Any deviation from assigned hours must have prior approval from the employee's supervisor or building administrator
• All employees are required to report to work dressed in a manner that reflects a positive image of USD 259 and is appropriate for their position

Qualification Profile:

• Bachelor's degree required
• Master's degree preferred
• Minimum four years supervisory experience required

FLSA Status: Exempt

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