General Summary: Under the direction of the Chief Financial Officer, perform complex fiscal, budgeting and reporting activities for the organization. This position serves as a business and accounting specialist in preparing various reports as required internally and by local, state and/or federal sources; recommending and assisting in the formulation and implementation of policies and procedures related to fiscal activities; and providing work direction and training to staff.
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ESSENTIAL FUNCTIONS:
- Plan, organize, and direct the work of the fiscal services department, including accounting, budgeting, payroll, and food service functions.
- Manage, train, and audit the work of staff in all budget and financial subsystem applications and ensure that established operational procedures and Local, State, and Federal laws are followed.
- Assist in the preparation of annual and interim budgets, including data for projections of income and expenditures by program and funds.
- Work collaboratively with Human Resources on position control maintenance
- Consult and coordinate with principals, directors, and other program administrators on their budget allocations on a regular basis
- Assist in the submission of the adopted, interim budget and unaudited actual reports and related documentation to the County, State, or other external agencies
- Prepare financial/budget analysis and reports as required or requested, including reports required by Local, State, and Federal Grantors
- Assist in the preparation, planning, and management of the fiscal year-end closing process to assure validity and accuracy of annual financial statements.
- Assist in the preparation of financial data for annual audit and tax return, prepare requested schedules, and act as a liaison with external auditors.
QUALIFICATIONS
Knowledge of:
- Principles, practices, and terminology of budgeting, accounting, and financial record keeping, preferably as they apply to California school accounting.
- Auditing, financial research, and analysis procedures.
- Budget preparation and administration.
- Applicable federal, state, local, and school laws; regulations; and the California School Accounting Manual.
- Principles and practices of governmental accounting on a fund basis.
- Internal and external auditing preparation and procedures.
- Principals of supervision.
- Charter school operations, including Food Service.
- Computer-based software programs that support this level of work, including but not limited to word processing, spreadsheet, presentation graphics, and data entry into custom databases.
- Data processing systems and applications in the field of budgeting and accounting.
- Financial record-keeping techniques.
- Plan, coordinate, and perform a variety of complex, advanced-level accounting, budget, payroll, and fiscal operations.
- Effectively supervise and train assigned Business Office Staff.
- Analyze, generate, evaluate, and implement financial, accounting, and/or budgetary procedures for effectiveness and efficiency.
- Establish and maintain effective budget monitoring and controls.
- Analyze and interpret financial reports, perform difficult financial analyses.
- Read, interpret, apply, and explain rules, regulations, policies, and procedures in assigned areas.
- Assure compliance with organization policies and procedures.
- Communicate effectively with a diverse base of individuals, demonstrating appropriate interpersonal skills using tact, patience, and courtesy.
- Prepare and present clear, concise, and comprehensive reports and recommendations verbally and in writing.
- Demonstrate proficiency in the use of computers, including electronic spreadsheets and database utilization
- Handle multiple tasks, work under pressure, and work with priorities and deadlines subject to frequent change, and work efficiently under stringent time deadlines
BA/S degree in accounting or business management with two years of advanced-level accounting experience preferred; however, a minimum of five years of experience with a focus in increasingly responsible advanced-level accounting, budgeting, and payroll oversight, preferably with charter or school district experience, will be considered.
WORKING CONDITIONS: The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position will include office and school site environments.
Physical Abilities:
- Visual acuity and depth perception to read a variety of materials and inspect work in progress.
- Sufficient hearing to conduct conversations in person and over the telephone.
- Normal physical strength and endurance for standing, sitting, bending, reaching, walking, and lifting and carrying of lightweight materials.
- Hand/eye coordination and manual dexterity to keyboard 10-key, operate a telephone, and business office machines.
- Physical, mental, and emotional stamina to endure long hours under sometimes stressful conditions.
- Speaking in an understandable voice with sufficient volume to be heard in normal conversational distance and on the telephone.
CLEARANCES
- Criminal Justice/Fingerprint Clearance
- TB Clearance
This position includes 100% employer-paid medical, dental, and vision coverage for the employee and eligible dependents. Additional benefits are also available.
This is a 12-month position and includes the following paid time off and leave benefits:
- 12 vacation days annually (accrued at 1 day per month)
- 2 floating holidays per year
- 96 hours of sick leave annually
- 1 week paid Thanksgiving break
- 2 weeks paid Winter break
- 1 week paid Spring break
Skills Required
- Minimum five years of advanced-level accounting, budgeting, and payroll oversight experience
- Bachelor's degree (BA/BS) in accounting or business management
- Knowledge of California School Accounting Manual, governmental fund accounting, and applicable federal/state/local school laws and regulations
- Experience preparing annual and interim budgets, projections, fiscal year-end close, and audit schedules
- Experience with payroll administration, position control coordination, and school food service fiscal functions
- Ability to supervise, train, and audit Business Office staff
- Proficiency with computer-based office software: word processing, spreadsheets, presentation graphics, and database/data entry systems
- Experience preparing financial reports for local, state, and federal grantors and acting as liaison with external auditors
- Criminal Justice/Fingerprint Clearance
- TB Clearance
What We Do
Fortune School of Education is a network of high-performing, tuition-free, public charter schools and tuition-based non-profit preschools in Sacramento and San Bernardino. Their mission is to graduate high-achieving students of good character prepared for college and citizenship in a democratic society, providing comprehensive educational services to students from transitional kindergarten through 12th grade.







