Essential Duties and Responsibilities
Specific duties may vary among departments, divisions and jobs. Incumbents typically perform a substantial portion or all of the following kinds of duties, as assigned:
1. Plans, organizes, and manages and evaluates the work of financial, budget, accounting, and support staff. Establishes departmental standards and work plans, prioritizes, assigns, and reviews the work of staff.
2. Establishes standards for staff, monitors, coaches, and evaluates the performance of a high performing staff to departmental goals and personal development targets. Monitors workload and coaching staff for continuous performance improvement. Recognizes performance outcomes and takes action to address deficiencies.
3. Participates with other executive team members and contributes to the developing and implementing the District’s strategic and business plans, goals and objectives. Directs department staff to develop and apply new processes and technologies to achieve higher efficiency, productivity and customer service in department work processes.
4. Plans, organizes, directs and oversees the District’s budget administration activities and functions. Oversees development and implementation of and interprets, enforces and explains budget process, policies and procedures. Reviews, analyzes, and develops recommendations regarding budget issues and alternatives.
5. Directs and/or conducts completion of financial planning activities and analyses. Analyzes and determines the impact of economic, legislative, enrollment and other
changes and/or trends on the District’s financial plans and budgets. Provides assistance and expertise to departments in financial planning for programs authorized by the Board.
6. Plans, organizes, manages and directs the District’s general ledger accounting activities and operations. Establishes internal controls and procedures to ensure records are accurate, up-to-date, complete and in compliance with all appropriate standards, laws, rules, regulations and policies.
7. Plans and directs the accounting and payroll operations by administering financial controls for the billing, receipt and accounting for funds from all sources. Ensures
proper accounting for all expenditures and revenues in accordance with GAAP and GASB.
8. Plans, organizes, manages and directs the District’s bond financial activities and operations. Ensures all arbitrage calculations are in conformance with federal and state guidelines. Provides necessary documentation, expertise, guidance and assistance to staff, senior management, other District personnel on bond proceeds needs and issuances.
9. Plans and directs the preparation of and reviews, integrates, and analyzes accounting, financial and management reports. Identifies and conveys issues important to the District and prepares findings and recommendations relating to financial performance, which are often based on interpretations of complex regulations, laws and guidelines.
10. Oversees and prepares management information reports containing budgetary information, balances, and variances to which campuses and departments would offer
explanation.
11. Provides expertise, guidance and assistance to management at all levels on interpreting information and provides decisions and recommendations on a wide array of financial matters. Advises on availability of funds for long-term projects.
12. Directs and oversees department involvement in development, enhancement and administration of the District’s enterprise (Banner) financial systems.
13. Oversees development, integration and implementation of new or revised policies, processes, standards and internal controls for the department.
14. Directs the completion of all grant financial reporting requirements in a timely manner.
15. Maintains up-to-date knowledge of FASB, GASB, and GAAP through continuing education and changes in external reporting requirements.
16. Coordinate work of external audit team.
17. Performs other related duties as assigned that support the objective of the position.
18. Required to abide by all District policies and procedures including Board Policy 3050 – Code of Professional Ethics.
Summary
Plans, directs, organizes, controls, and integrates the District’s financial, budgeting, accounting, and payroll activities and operations. Directs and participates the preparation of comprehensive financial analyses and reports. Directs development of annual operating, capital, program, grant, and other fund budgets and long-range financial forecasts. Provides expert professional assistance and support to the Vice Chancellor and the Board of Trustees on financial, accounting and related
policy and planning matters.