City and County of San Francisco

Subject to top management approval, assists in the general administration of the budgeting, accounting, contract review, and fiscal program for the School District; exercises general direction and supervision over budgeting, accounting, auditing, payroll, contracts, and agreements; supervises and participates in organization planning and operational studies and services provided by the Fiscal Division; assumes responsibility for the Fiscal Division in the absence of the Fiscal Officer; supervises the maintenance of funding and proprietary accounts; supervises the payroll preparation for certificate and classified personnel; performs related duties as required.

Requires major responsibility for: developing, interpreting, coordinating and enforcing policies, methods and procedures affecting the operation of the Fiscal Division; making continual important contacts to establish and maintain public relations, involving presentation and interpretation of policies, laws, and regulations with administrative officials, representative groups, professional personnel, legislative bodies, teacher representatives, for the purpose of furnishing and obtaining information relating to the School District budgetary, accounting fringe benefit administration, and fiscal matters; supervising the preparation, review, and maintenance of important accounting, fiscal and budgetary records and reports.

1. Acts as the assistant to the Fiscal Officer in directing all accounting and fiscal functions of the School District; exercises supervision, coordination and control of the activities of the Fiscal Division.

2. Analyzes accounting, financial, and budgetary workloads and reviews programming with subordinate personnel to determine the most practical and efficient manner of performing the work of the division; analyzes applicable laws, regulations, office methods, rulings and procedures as they pertain to the work of the division.

3. Analyzes departmental reports, programs, budget requests, supplemental appropriations, requests for additional positions or allotments, transfer of funds, and makes or directs investigative reports and recommendations thereon, when requested by the fiscal officer, approves budget requests and other fiscal matters.

4. Represents the Fiscal Officer at meetings with administrative officials, legislative bodies, representatives of teacher organizations and the general public in furnishing and exchanging information, explaining policies, procedures and regulations on complex fiscal, budgetary, or accounting matters.  In the absence of the Fiscal Officer, maintains contacts for fiscal matters that may be of concern with the Mayor's office, Board of Supervisors and the Controller.

5. Assists with direction of the administration of budgetary controls, preparation of budgetary statements, conduct of budget audits, studies, analysis of reports; assists in the preparation of the consolidated budget of the School District.

6. Assists in the operations of the Payroll Department, involving final determinations of correct salary payments to certificate personnel. and correct data reporting for salary payments to Civil Service personnel.

7. Analyzes agreements and contracts pertaining to fringe benefit,,, negotiated by teacher and employee organizations and makes recommendations concerning their fiscal impact on the School District's budget.

8. Reviews proposals for obtaining financial aid for the School District from Federal and State funds and recommends changes and modifications.

9. Reviews and coordinates inventory and fixed asset control procedures; reviews all leases and other income from property and trust funds under the jurisdiction of the School District.
  

10. Review and develops internal accounting control and internal audit procedures.
  

11. Assists the Fiscal Officer in planning and directing financial and economic feasibility studies necessary whenever a proposed bond issue is to be submitted to the electorate by the School District.

Knowledge, Abilities and Skills: Requires comprehensive knowledge of: the operation of School Districts and their functions; funding and proprietary accounting, budgetary and fiscal procedures and pertinent laws, regulations and provisions relating to California School District fiscal, budgetary, and accounting matters, Requires good knowledge to the principals of organization and management, government finance, budgeting, and governmental accounting.

Requires considerable ability to: direct and supervise the work of the accounting, budgeting, auditing, and payroll staff; exercise sound judgment and make independent analysis and recommendations on difficult administrate and fiscal problems; develop and install new procedures and methods of operation; speak and write effectively; deal effectively, courteously and tactfully with department heads, subordinates, and others, including the general public.

Requires completion of a four-year college or university with a baccalaureate degree with major course work in business administration, accounting, law, political science, or related field.
  

Requires at least ten years of progressively responsible experience in a position involving general administration, management, operation, research and analysis of budgetary records, or an equivalent combination of training and experience, including five years of responsible supervisory experience.