Deputy Chief Financial Officer

Reports to: Chief Financial Officer

Days: 239

Pay Grade: 1003

Salary Range: minimum $180,000 - maximum $210,000

FLSA Status: Exempt

Position Purpose

The Deputy Chief Financial Officer is a critical leadership role that directly affects the districts ability to implement financial services administration successfully. The role provides leadership to support directors within the Finance division and executive leadership across the organization to develop and implement policies and procedures for coordinating and providing system leadership in support of the Chief Financial Officer. This position provides cross-functional portfolio leadership across business units and is responsible for directing the operations of Budget, Treasury, Accounts Payable, Accounts Receivable, Payroll, Risk Management, Employee Benefits, Medicaid, Grants and Development, and Procurement Services; works closely with Human Resources and Position Control; and provides executive direction, supervision, coordination of activities, and reporting results to the Chief Financial Officer, the Superintendent, and other district officials.

Essential Job Functions

Strategic and Financial Services Administration

• Assists the Chief Financial Officer in all areas of Financial Services administration and provides leadership to support strategic and tactical execution on accounting and finance initiatives across finance operations and related business units.
• Establishes a sound and efficient financial and general accounting work system for the district that complies with generally accepted accounting principles and the Texas Education Agency Financial Accountability Resource Guide.
• Keeps the Chief Financial Officer informed on the business affairs of the department and district and establish standards of quality and general operating guidelines for the department.

Budgeting, Forecasting, and Reporting

• Assists in planning, preparing, and administering the annual budget, including practices that maximize budget input from teachers, principals, and other instructional staff.
• Prepares and monitors a long-range financial plan for the district, including budgeting and forecasting tools and processes, and oversee monthly, quarterly, and annual financial projections of revenue and expenditures, including projections related to student enrollment, staffing, facilities, energy needs, and capital equipment needs.
• Works closely with the instructional division to evaluate the effect of expenditure policies on instructional programs, supports campus performance objectives and the district strategic plan, and recommends needed changes in processes and procedures.

Operations, Compliance, and Internal Controls

• Oversees business functions including budgeting, purchasing, accounting, accounts payable, accounts receivable, payroll, cash management, and warehousing to ensure each supports the instructional program, support services, campus performance objectives, and strategic priorities of the district.
• Ensures purchasing procedures comply with state and federal laws, Board policies, and District regulations; coordinates procurement schedules; and supports an efficient system for payment of district invoices while protecting the districts cash investment.
• Enhances and implements financial, accounting, and budgeting policies and procedures; leads the documentation of policies, procedures, and internal control best practices organization wide; and ensures the consistent implementation of Board policies and District regulations.

Department and Staff Leadership

• Supervises departmental staff, monitor staff performance, evaluate department effectiveness, and coordinate the operational functions of Budget, Treasury, Accounts Payable, Accounts Receivable, Payroll, Risk Management, Employee Benefits, Medicaid, Grants and Development, and Procurement Services through subordinate supervisors and other department supervisors.
• Assigns duties based on priorities and employee ability, reviews day-to-day operating routines and the annual calendar for internal and external reports, revises workflow as needed, and uses data, service metrics, and stakeholder feedback to improve processes, systems, service delivery, and stakeholder experience while convening work or focus groups and trainings to address special problems and improve coordination across departments.
• Provides oral and written instruction and technical supervision to staff on non-routine and policy matters, including interpretation of District policy and state and federal regulations, and attends and participates in meetings with directors and other administrative personnel to coordinate financial services work across departments.

Supervisory Responsibilities

• Supervises and evaluates the performance of assigned personnel.

Personal Work Relationships

• All Fort Worth ISD employees must maintain commitment to the Districts mission, vision, and strategic goals.
• Exhibits high professionalism, standards of conduct and work ethic.
• Demonstrates high quality customer service; builds rapport/relationship with the consumer.
• Demonstrates cultural competence in interactions with others; is respectful of co-workers; communicates and acts as a team player; promotes teamwork; responds and acts appropriately in confrontational situations.

Other Duties As Assigned

• Perform other duties as assigned by law, by the Chief Financial Officer, or as necessary for job efficiency and effectiveness.

Knowledge, Skills And Abilities

• Knowledge of advanced technical accounting and finance systems.
• Knowledge of Federal, State and Local laws and regulations surrounding accounting principles related to school district finance.
• Knowledge of managerial and supervisory skills and the ability to plan, direct, and establish priorities for the fiscal operations areas supervised.
• Knowledge and skill in the use of personal computers and their software.
• Skill at the advanced level in researching and interpreting rules and regulations related to finance and the ability to analyze, respond to, and resolve critical matters.
• Ability to utilize excellent written and oral communication and relational skills that provide positive outcomes, including the ability to present complex information in an easily understandable way to a variety of audiences.
• Ability to coordinate multiple projects and assignments, a high degree of flexibility, and dynamic interpersonal and communication skills is required.
• Ability to analyze, respond to, and resolve critical employment matters.
• Ability to respond to common inquiries or complaints from employees, board members, local businesses, and the public.
• Ability to create and motivate teams to promote the districts vision.
• Ability to coordinate multiple projects and assignments, demonstrate flexibility, and bring strong interpersonal, communication, managerial, and supervisory skills to planning, directing, and prioritizing fiscal operations.
• Ability to respond to common inquiries from employees, board members, local businesses, and the public.
• Ability to exercise discretion regarding matters of a sensitive or confidential nature.
• Ability to utilize software to create, access, analyze, and interpret spreadsheets, data dashboards, presentations, email, and documents.
• Ability to engage in self-evaluation with regard to performance and professional growth.
• Ability to establish and maintain cooperative working relationships with others contacted in the course of work.
• Ability to exercise absolute discretion regarding matters of a sensitive or confidential nature.
• Ability to handle difficult and stressful situations with professional composure.

Travel Requirements

• Travels to school district buildings and professional meetings as required.

Physical & Mental Demands, Work Hazards

• Tools/Equipment Used: Standard office equipment, including computer and peripherals.
• Posture: Prolonged sitting and standing; occasional stooping, squatting, kneeling, bending, pushing/pulling, and twisting.
• Motion: Frequent repetitive hand motions, including keyboarding and use of mouse; occasional reaching.
• Lifting: Occasional light lifting and carrying (less than 15 pounds).
• Environment: Works in an office setting; may require occasional irregular and/or prolonged hours.
• Attendance: Regular and punctual attendance at the worksite is required for this position.
• Mental Demands: Maintains emotional control under stress; works with frequent interruptions.

Minimum Required Qualifications

• Education:
• Bachelors degree in Accounting, Finance, Business Administration, or related field from an accredited university or college is required;
• Masters degree preferred.
• Certificate/License:
• Texas Association of School Business Official (RTSBA) certification or CPA certification preferred.
• Experience:
• Five (5) to seven (7) years of successful progressive experience in management of fiscal operations is required;
• Prior leadership of multiple business or finance teams in a complex public-sector or K-12 environment is preferred.

This document is intended to describe the general nature and level of work being performed by people assigned to this job and is not an exhaustive list of all responsibilities and duties that may be assigned or skills that may be required.