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Job Description
Basic Function
Under the direction of the Assistant Superintendent - Business Services or assigned administrator, assist with planning, organization and control of the district budget; prepare financial and budget reports required by the State, administration, federal agencies and the Board; perform complex auditing, budgeting, accounting and analysis of budget and financial information and procedures; supervise and evaluate the performance of assigned personnel.
Essential Functions
Perform research and direct the preparation and maintenance of a variety of financial and statistical reports, records and files related to assigned activities and required by the State, administration, federal agencies and the Board; complete annual budget and interim financial reports and required County forms
Provide technical expertise, information and assistance to the Director, site staff and others regarding assigned budgets, local school accounting and related programs
Assist with the development and control of the District’s budget in collaboration with the Director Business Services
Maintain and prepare the multi-year projections report to assist the Director in developing the State multi-year projections (MYP) form. Assist Director in completing state forms
Supervise accounting and budgeting, including the year end closing, of all reserved funds which includes deferred maintenance, buildings, capital facilities, lease purchases, school facilities and other special reserve funds
Collaborate with administrators on budget and financial reporting and internal control applications
Develop and monitor school site budgets as assigned by the position to assure compliance with program funding guidance and regulations; coordinate and assist Principals with site plan budgets and expenditure inquiries, and related matters
Evaluate and project annual income and expenditures to determine budget requirements; project revenue and fund balances for new fiscal year; allocate revenue to resources according to established guidelines; analyze budgetary data and provide administrators with recommendations concerning budget development, projections and administration
Train and evaluate the performance of assigned personnel; monitor and adjust work flow and assignments to meet established timelines
Assist in the formulation and development of policies, procedures and programs to ensure an economical, safe and efficient work environment
Assist with the review of budget expenditures for assigned programs and inform administrators and program managers of spending levels and budget activity
Work with Principals, program managers and budget managers to resolve budget questions, and requisition and time sheet issues; monitor and follow-up on resolutions
Perform difficult and responsible accounting duties such as coordination of year-end closing, review and authorizing journal entries, budget transfers and bank reconciliations, making necessary adjustments to expenditures and encumbrances as needed, preparing or reviewing important financial statements or claims
Operate a computer and other office equipment as assigned; drive a vehicle to various sites to conduct work
Approve payment vouchers according to established procedures; supervise the preparation of accounts payable vouchers for disbursement
Compile, research and evaluate a variety fiscal information related to assigned fiscal functions; assemble and distribute related materials; assure mandated reports are submitted to appropriate agencies according to established time lines
Attend and conduct a variety of meetings as assigned; plan and conduct workshops for District employees related to budget, student body accounting and related software applications.
Communicate with personnel and outside agencies to exchange information and resolve issues or concerns
Coordinate work of auditors in conducting audits
OTHER DUTIES:
Perform related duties as assigned
KNOWLEDGE SKILLS AND ABILITIES:
KNOWLEDGE OF:
General accounting, budgeting and business functions of an educational organization
Preparation, review and control of budgets and accounts
Preparation of financial statements and comprehensive budget reports
Methods, procedures and terminology used in technical accounting work
Accounting, budget and business functions
General theory and application of budgetary planning and control in a school system
Applicable laws, codes, regulations, policies and procedures
Financial analysis and projection techniques
Interpersonal skills using tact, patience and courtesy
Modern office practices, procedures and equipment
Operation of a computer and assigned software
ABILITY TO:
Apply accounting and budgeting principals
Analyze complex problems, identify solution and recommend plans to solve problems
Reconcile, balance and audit budgets and accounts
Review, process and evaluate and verify a variety of budgetary and financial information
Assemble, organize and prepare data for records and reports
Evaluate and project annual income and expenditures to determine budget requirements
Identify, investigate and resolve financial errors and discrepancies
Analyze financial data and prepare reports, forecasts and recommendations
Verify, balance and adjust budgets and accounts
Make sound decisions regarding development and implementing policies and procedures
Maintain a high degree of integrity in the maintenance of financial records
Establish and maintain cooperative working relationship with those contacted in the course of work
Communicate
Plan, organize, and direct the work of others
Education & Experience Requirements
Any combination equivalent to: Bachelor’s degree in accounting, finance, business or related field and three years of increasingly responsible professional accounting, budgetary and analysis experience
Selection Process
The examination process for this recruitment may be comprised of one or any combination of the following: screening of the applicant's training, background, and experience; scored evaluation of responses on a supplemental application; written examination(s); qualifications appraisal oral examination; performance examination; or technical oral examination, scored on a job-related basis.
Only the most highly qualified candidates will be invited to continue in the examination process. Successful candidates who pass all parts of the examination process will be placed on the eligibility list in order of their relative merit as determined by these competitive examinations.
A resume, cover letter and proof of degree are required to be attached to this application in order to be considered for advancing to the next step of this recruitment.
Applicants invited to advance in this recruitment, the exam and interview dates are currently as follows:
Oral Board Interviews - To be determined
Exam Location will be announced in the invite email.
Dates are tentative, but it is highly recommended that you plan your calendar accordingly. No Make-up dates will be offered.
OTHER IMPORTANT INFORMATION: The duration of the eligibility list is one (1) year unless extended by the Personnel Commission. Eligibility lists established from this recruitment will be used for full-time, part-time and limited term positions.
New employees to the district are placed on step E of the salary schedule. The maximum salary is reached after 5 years of employment.
Recruitments that list Promotional and Open Competitive opportunities may result in one of the following: 1) a dual-certified eligibility list in which internal employees of the San Lorenzo Unified School District are awarded seniority points to their final passing score before placement on the eligibility list, or 2) two separate eligibility lists consisting of candidates on a promotional only list and an open list. In the latter case, candidates on the promotional list are referred to the hiring authority before candidates on the open. However, when less than three ranks exist on the promotional list, the open list will be utilized to complete a total of three ranks.
Benefits
Interested applicant may view the benefits plans available to classified employees of the San Lorenzo Unified School District by clicking on the following link:
http://www.slzusd.org/cms/page_view?d=x&ppid=&vpid=1244185494118
Closing Date/Time: 10/22/2024 4:00 PM Pacific -
ABOUT THE COMPANY
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San Lorenzo Unified School District
Show moreSan Lorenzo Community
The Community of San Lorenzo is situated in unincorporated Alameda County between the cities of San Leandro and Hayward. The 2010 United States Census reported that 23,452 people, 7,425 households, and 5,792 families reside in San Lorenzo. The population density is approximately 8,488 people per square mile (3,276.8/km²). The racial makeup is approximately 47.4% White (32.4% non-Hispanic), 4.8% African American (4.5% non-Hispanic), 1.0% Native American, 21.6% Asian, 0.8% Pacific Islander, 17.9% from other races, and 6.5% from two or more races. Roughly 37.7% of the population is Hispanic or Latino of any race. The school district boundaries include parts of the cities of San Leandro and Hayward.
San Lorenzo Students
The students of San Lorenzo represent the diversity of the town's past and present. Of the students attending TK-12 schools in San Lorenzo, 56% are Hispanic/Latino, 13% are Asian, 12% are Black/African American, nine percent are white, eight percent are Filipino and two percent are of other races. Forty two percent of the students in San Lorenzo speak Spanish as their first language, while 40% speak English as their first languages. Other languages represented include Cantonese/Mandarin (7% ), Tagalog (4% ), Vietnamese (3%) and Arabic (3%). Three percent of our students speak one of 37 other languages. Of the approximately 10,500 students, 69% are eligible for the Federal Free and Reduced Lunch Program. Seventy-two percent of the District's students are either socio-economically disadvantaged, English Learners or Foster Youth. Many of our students fall into more than one of these categories, but can only be counted once.
San Lorenzo School District
The district was established on November 8, 1859 and is one of the oldest continuously operating school systems in the State of California. From a humble beginning in 1850 with only six students and a tiny portable schoolhouse, the District reached its peak size in 1970 with 18,000 students enrolled in 28 schools. The current Superintendent of the district is Dr. Fred Brill who has served the community since 2014. The district collaborates with multiple city and county government departments to access and organize services for students and families. The school district partners with many local initiatives to create multiple opportunities for students and families. These partnerships include Alameda County Supervisors and Alameda County Office of Education to provide services to community members ages 11-24 at the REACH Ashland Youth Center.
Currently, San Lorenzo Unified School District consists of nine elementary schools, three middle schools, and four high school sites. The District Independent Contracted Education (DICE) program gives students the chance to receive several hours of instruction each week one on one with a highly qualified teacher, while taking on the obligation to complete an additional number of study hours at home. In 2004, the school district adopted wall to wall Small Learning Communities and offers eight different programs for all 3300 high school students.
District-wide all teachers have focused on implementation of Common Core State Standards to guide classroom instruction. Administrators and teachers use multiple measures of assessment, including NWEA and CAASPP to determine program needs. Teachers utilize formative and summative data across grade and subject areas to inform instruction. Weekly collaboration, planning and analysis of lesson objectives, student work samples, and performance on common assessments drive the delivery of curriculum and the instructional strategies utilized. Analysis of data determines intervention course offerings. -