Coordinator III - Fiscal Services
3.
9 Quick Apply Full-time 4 hours ago Full Job Description TITLE:
COORDINATOR III, FISCAL SERVICES CLASSIFICATION:
MANAGEMENT REPORTS TO:
DIRECTOR III OF FISCAL SERVICES DESCRIPTION:
Under the direction of the Director III of Fiscal Services, plan, organize and oversee the District's accounting, payroll and financial record-keeping activities; establish and revise accounting procedures and controls; perform complex accounting activities related to the preparation, maintenance and accuracy of financial records, accounts and reports for the District; oversee the administration and implementation of Federal and State Categorical budgets, and Local Educational Activities (LEA) programs; supervise, train and evaluate the performance of assigned personnel.
PERFORMANCE
Responsibilities:
? Plan, organize, and oversee the preparation of interim and annual financial and cost accounting information for District, State and federal reports as requested; establish and maintain journals, ledgers and other fiscal-related schedules.
? Support the Director III in preparing the Annual Budget and Interim Reports, including all required SACS reports and documentation.
? Prepare and oversee District record-keeping in areas related to budget control, payroll and disbursement of funds.
? Advise and assist the Director III in the financial administration of projects and accounts.
? Maintain the financial records of the California State Preschool Program(CSPP), Expanded Learning Opportunities Program (ELO-P) and other categorical programs and grants including the Local Control Accountability Plan (LCAP) ? Advise administrators, school site and district staff regarding various fiscal policies and procedures as needed.
? Prepare, analyze and report budget data for internal and external users such as Administration, Board committees, sites, and others; prepare comprehensive and accurate financial reports.
? Conduct regular internal audits of District funds and programs, accounts such as student body funds, and identify and resolve discrepancies.
? Participate in the opening, verification, balancing, reconciliation and adjusting of accounts, including general ledgers, payroll registers, income tax, health and welfare and other assigned accounts.
? Compile, prepare, and submit completed financial reports pertaining to the District programs to federal, state, and county agencies.
? Provide technical assistance to District personnel regarding accounting and budgeting policies, procedures, and requirements.
? Establish and maintain effective communications with program personnel in the District, LEA Collaborative and Medi-Cal Billing Contractor.
? Oversee and perform duties related to billing, compliance, training, documentation and audits for the MAA and LEA programs to maximize funding for the District; ensure compliance with legal documents for the MAA and LEA programs.
? Submit all surveys and service logs to Medi-Cal Billing Contractor.
? Recommend and update the District's accounting procedures and structure as necessary to comply with federal, State, and local funded special program requirements.
? Develops scenarios for District Administration to maximize funding and use of funds; implement adopted plans.
? Supervise, train and evaluate the performance of assigned personnel; interview and select employees and recommend transfers, reassignment, termination and disciplinary actions; monitor and adjust workflow and assignments to meet established time lines.
? Assist in budget development; provide cost analysis for capital and other projects; project cash flow and other financial resources; coordinate the completion of special fiscal projects as assigned.
? Prepare and analyze profit and loss statements applicable to special programs; compile, review, research, and analyze pertinent fiscal data and present findings.
? Compute, compile, review and monitor year-end closing procedures; prepare or oversee the preparation of year-end closing and adjustment entries and other annual procedures.
? Assist District, County, State administrative staff and auditors as needed and serve as lead person in preparation of data requests for annual audits.
? Communicate with, and provide timely financial data to, various District departments and personnel; answer questions regarding accounting and budgeting functions, transactional processing or financial information and schedules, obtain information and resolve issues; provide technical expertise and direction regarding accounting issues and discrepancies.
? Review the preparation of regular financial statements to assure compliance with financial controls, practices and Generally Accepted Accounting Principles; prepare complex financial and statistical reports and summaries related to accounting operations and activities.
? Review Average Daily Attendance (ADA) for accuracy.
? Fill-in as Director III of Fiscal Services, as required.
Perform related duties as assigned.
KNOWLEDGE OF:
? Methods, procedures and terminology used in accounting, budgeting and auditing work.
? Generally Accepted Accounting Principles.
? Preparation of financial statements and comprehensive accounting reports.
? Preparation, review and control of assigned accounts.
? General accounting and business functions of a school district.
? Budget preparation and control.
? Position control systems.
? Financial and statistical research and record-keeping techniques.
? Applicable laws, codes, rules and regulations.
? Correct business English, grammar and composition.
? Operation of office equipment including a computer and assigned software.
? Business mathematics.
? Oral and written communication skills.
? Principles and practices of supervision and training.
? Interpersonal skills using tact, patience and courtesy.
ABILITY TO:
? Plan, organize and oversee the District's financial and accounting record-keeping activities.
? Perform complex accounting, financial and budgeting analysis.
? Prepare and maintain accurate financial and statistical records and statements.
? Train and evaluate the performance of assigned personnel.
? Verify, reconcile, balance, audit and adjust assigned accounts.
? Make mathematical computations with speed and accuracy.
? Compare numbers, check for reasonableness and detect errors efficiently.
? Utilize accounting and auditing practices and terminology applicable to public sector accounting.
? Interpret, apply and explain rules, regulations, policies and procedures.
? Develop and implement work procedures and financial record-keeping systems.
? Communicate effectively both orally and in writing.
? Establish and maintain cooperative and effective working relationships with others.
? Work independently with little direction.
? Plan and organize work.
? Meet schedules and time lines.
? Maintain confidentiality of sensitive and privileged information.
? Operate a variety of office equipment including a computer and assigned software.
TRAINING AND
Experience:
Any combination equivalent to:
bachelor's degree in accounting, finance or public administration and five years of responsible experience in financial record-keeping, bookkeeping or governmental accounting.
School district experience is strongly preferred.
LICENSES AND CLEARANCES:
? TB Clearance ? Valid Driver's License TERMS OF EMPLOYMENT:
220 Days, Management/Confidential Salary Schedule BOARD APPROVAL:
1/19/2023 Job Type:
Full-time Pay:
$145,983.
00 per year
Benefits:
Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Retirement plan Vision insurance Physical setting:
Office Schedule:
8 hour shift Ability to commute/relocate:
Pleasanton, CA 94566:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Accounting/ Finance:
5 years (Required) Work Location:
One location PERFORMANCE
Responsibilities:
Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
9 Quick Apply Full-time 4 hours ago Full Job Description TITLE:
COORDINATOR III, FISCAL SERVICES CLASSIFICATION:
MANAGEMENT REPORTS TO:
DIRECTOR III OF FISCAL SERVICES DESCRIPTION:
Under the direction of the Director III of Fiscal Services, plan, organize and oversee the District's accounting, payroll and financial record-keeping activities; establish and revise accounting procedures and controls; perform complex accounting activities related to the preparation, maintenance and accuracy of financial records, accounts and reports for the District; oversee the administration and implementation of Federal and State Categorical budgets, and Local Educational Activities (LEA) programs; supervise, train and evaluate the performance of assigned personnel.
PERFORMANCE
Responsibilities:
? Plan, organize, and oversee the preparation of interim and annual financial and cost accounting information for District, State and federal reports as requested; establish and maintain journals, ledgers and other fiscal-related schedules.
? Support the Director III in preparing the Annual Budget and Interim Reports, including all required SACS reports and documentation.
? Prepare and oversee District record-keeping in areas related to budget control, payroll and disbursement of funds.
? Advise and assist the Director III in the financial administration of projects and accounts.
? Maintain the financial records of the California State Preschool Program(CSPP), Expanded Learning Opportunities Program (ELO-P) and other categorical programs and grants including the Local Control Accountability Plan (LCAP) ? Advise administrators, school site and district staff regarding various fiscal policies and procedures as needed.
? Prepare, analyze and report budget data for internal and external users such as Administration, Board committees, sites, and others; prepare comprehensive and accurate financial reports.
? Conduct regular internal audits of District funds and programs, accounts such as student body funds, and identify and resolve discrepancies.
? Participate in the opening, verification, balancing, reconciliation and adjusting of accounts, including general ledgers, payroll registers, income tax, health and welfare and other assigned accounts.
? Compile, prepare, and submit completed financial reports pertaining to the District programs to federal, state, and county agencies.
? Provide technical assistance to District personnel regarding accounting and budgeting policies, procedures, and requirements.
? Establish and maintain effective communications with program personnel in the District, LEA Collaborative and Medi-Cal Billing Contractor.
? Oversee and perform duties related to billing, compliance, training, documentation and audits for the MAA and LEA programs to maximize funding for the District; ensure compliance with legal documents for the MAA and LEA programs.
? Submit all surveys and service logs to Medi-Cal Billing Contractor.
? Recommend and update the District's accounting procedures and structure as necessary to comply with federal, State, and local funded special program requirements.
? Develops scenarios for District Administration to maximize funding and use of funds; implement adopted plans.
? Supervise, train and evaluate the performance of assigned personnel; interview and select employees and recommend transfers, reassignment, termination and disciplinary actions; monitor and adjust workflow and assignments to meet established time lines.
? Assist in budget development; provide cost analysis for capital and other projects; project cash flow and other financial resources; coordinate the completion of special fiscal projects as assigned.
? Prepare and analyze profit and loss statements applicable to special programs; compile, review, research, and analyze pertinent fiscal data and present findings.
? Compute, compile, review and monitor year-end closing procedures; prepare or oversee the preparation of year-end closing and adjustment entries and other annual procedures.
? Assist District, County, State administrative staff and auditors as needed and serve as lead person in preparation of data requests for annual audits.
? Communicate with, and provide timely financial data to, various District departments and personnel; answer questions regarding accounting and budgeting functions, transactional processing or financial information and schedules, obtain information and resolve issues; provide technical expertise and direction regarding accounting issues and discrepancies.
? Review the preparation of regular financial statements to assure compliance with financial controls, practices and Generally Accepted Accounting Principles; prepare complex financial and statistical reports and summaries related to accounting operations and activities.
? Review Average Daily Attendance (ADA) for accuracy.
? Fill-in as Director III of Fiscal Services, as required.
Perform related duties as assigned.
KNOWLEDGE OF:
? Methods, procedures and terminology used in accounting, budgeting and auditing work.
? Generally Accepted Accounting Principles.
? Preparation of financial statements and comprehensive accounting reports.
? Preparation, review and control of assigned accounts.
? General accounting and business functions of a school district.
? Budget preparation and control.
? Position control systems.
? Financial and statistical research and record-keeping techniques.
? Applicable laws, codes, rules and regulations.
? Correct business English, grammar and composition.
? Operation of office equipment including a computer and assigned software.
? Business mathematics.
? Oral and written communication skills.
? Principles and practices of supervision and training.
? Interpersonal skills using tact, patience and courtesy.
ABILITY TO:
? Plan, organize and oversee the District's financial and accounting record-keeping activities.
? Perform complex accounting, financial and budgeting analysis.
? Prepare and maintain accurate financial and statistical records and statements.
? Train and evaluate the performance of assigned personnel.
? Verify, reconcile, balance, audit and adjust assigned accounts.
? Make mathematical computations with speed and accuracy.
? Compare numbers, check for reasonableness and detect errors efficiently.
? Utilize accounting and auditing practices and terminology applicable to public sector accounting.
? Interpret, apply and explain rules, regulations, policies and procedures.
? Develop and implement work procedures and financial record-keeping systems.
? Communicate effectively both orally and in writing.
? Establish and maintain cooperative and effective working relationships with others.
? Work independently with little direction.
? Plan and organize work.
? Meet schedules and time lines.
? Maintain confidentiality of sensitive and privileged information.
? Operate a variety of office equipment including a computer and assigned software.
TRAINING AND
Experience:
Any combination equivalent to:
bachelor's degree in accounting, finance or public administration and five years of responsible experience in financial record-keeping, bookkeeping or governmental accounting.
School district experience is strongly preferred.
LICENSES AND CLEARANCES:
? TB Clearance ? Valid Driver's License TERMS OF EMPLOYMENT:
220 Days, Management/Confidential Salary Schedule BOARD APPROVAL:
1/19/2023 Job Type:
Full-time Pay:
$145,983.
00 per year
Benefits:
Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Retirement plan Vision insurance Physical setting:
Office Schedule:
8 hour shift Ability to commute/relocate:
Pleasanton, CA 94566:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Accounting/ Finance:
5 years (Required) Work Location:
One location PERFORMANCE
Responsibilities:
Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
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