POSITION SUMMARY: The Executive Director (Budget Services) is an integral and collaborative member of the financial management team who manages and oversees the development, monitoring and management of the entire school district’s budget. The Executive Director’s responsibilities include establishing partnerships between finance and instructional leaders to develop principles and policies that guide the budget process based on District priorities, the strategic plan, and the Board approved annual budget parameters. The incumbent provides necessary reporting and analysis to assist Senior Leaders in making sound financial business decisions that are sustainable and aligned with the strategic plan. The Executive Director is a support lead for the Finance Division who provides effective reporting mechanisms and communication strategies that engage, inform and educate the public on budget strategies. The Executive Director must successfully manage the Budget Services team to implement and execute daily strategy while integrating leadership skills driven by APS core values.
ESSENTIAL DUTIES: Manages execution of the District’s system of budget administration, control, reporting and budget preparation; oversees the development, communication and maintenance of the district’s budget development calendar and development of budgetary policies, procedures and programs. Develops financial decision making analysis/tools/forecasts to support strategic plans, working capital management and cost reduction initiatives, to align resources with district strategies.
Analyzes the district’s financial position including root causes of gap between goal and current state and develops recommendations for the CFO for immediate and long range financial management practices.
Maintains important and relative analysis of District financial position in relation to local, state, and national legislative changes. Reviews appropriate legislation to ensure the District’s compliance with laws and procedures related to fiscal processes and makes recommendations on changes for more efficient operations. Performs complex analysis to calculate impact to the District on new and changing legislation.
Analyze and oversee analysis of local bond, federal and state funds; reviews and develops financial forecasts and estimates future outcomes; develops and coordinates funding recommendations, justifications, and alternatives for funding of District programs to meet current and evolving needs.
Leads in the oversight, preparation, administration and control of District budgets including general and special funds; provides internal guidance to district leaders to maintain budgetary controls; reviews internal audit documents and findings to ensure budget controls are implemented in accordance with fiscal best practices, District policies and procedures and local, state and federal laws.
Directs the preparation of recurring budget variance analysis, statistical and narrative reports and is responsible for providing these reports to budget center managers, district leaders, and to the Chief Financial Officer.
Directs and monitors staff in the examination of budget expenditure requests and allocation requests on the full scope budget issues for completeness, accuracy, and conformance with procedures, regulations, and policies; evaluates and approves recommendations regarding needs and priorities of assigned budgets to determine where funds may be reduced and where additional funds may need to be requested; examines alternatives available to continue funding programs.
Develops performance objectives and targets for department and individual staff members. Trains and evaluates employees to enhance their performance, development and work product.
Establishes and maintains relationships/membership with local, state and federal agencies and associations to remain current on programs and issues that affect the district’s budgetary system.
Collaborates with HR in managing position management functions to include the tracking, reporting and analysis of all district fulltime and hourly positions. Plans, organizes, directs and oversees the work of professional, technical and support staff performing budget data and policy analysis and related activities; ensuring staff members understand and implement the standard processes and practices of Budget Services.
Provides leadership, guidance, and thought partnerships to the CFO and staff members in the resolution of issues and the development of standard processes and practices for the Budget Services department. Addresses performance issues and makes recommendations for personnel actions.
Participates in development of the annual budget; ensures that budget documents are submitted for public hearings, Board adoption and forwarded to appropriate agencies in accordance with local, state and federal laws.
Responsible for the creation, management and publication of the award winning APS Budget Book using best practices founded upon GFOA and ASBO standards of achievement for excellence in financial reporting.
Manages and executes monthly Board Budget Commission Meetings, Budget and Finance Advisory Committee meetings (inclusive of developing content and maintaining process timeline) and contribute to Financial agenda items discussed during the monthly Board of Education meetings.
Performs other appropriate duties assigned by Chief Financial Officer.
Required to attend scheduled Leadership Meetings coordinated by the District and CFO’s office.
Required to attend scheduled shift during regular business hours as mandated.
KNOWLEDGE, SKILLS AND ABILITIES: Expert skills in ERP systems (Lawson, SAP, Oracle, etc.). Expert skills in Microsoft Office Suite, especially Excel. Strong interpersonal skills for interacting with peers, C-level Executives, Board Members, parents and public at-large. Expert analytical and problem solving skills. Excellent planning and organizational skills to balance and prioritize work. Strong leadership skills to manage a large team. Working knowledge of federal, state and local laws, regulations and guidelines related to the position. Excellent usage of principles and practices of sound business communication, correct English usage, grammar, spelling, punctuation and vocabulary. Must be a self-starter with ability to own complex and challenging processes with minimum guidance and oversight. Ability to successfully deal with all persons in a fair and equitable manner. Ability to prepare clear, concise and accurate correspondence, reports and other written materials. Ability to organize, set priorities and exercise sound independent judgment within areas of responsibility. Maintain complex and confidential records and files. Knowledge and understanding of Generally Accepted Accounting Principles.
EDUCATION: Masters degree from an accredited college or university with major coursework in public or business administration, finance or other appropriate field.
CERTIFICATION/LICENSE: GFOA (Government Finance Officers Association) ? Certified Public Finance Officer Program, strongly preferred. ASBO International (Association of School Business Officials) – Certified Administrator of School and Financial Operations, strongly preferred. Carl Vinson Institute of Government ? Government Professional Certificate Program, strongly preferred.
WORK EXPERIENCE: Seven (7) years of experience in budgeting and/or finance required (2 years in a leadership role). Two (2) years of experience in public education budgeting required.