What are the responsibilities and job description for the Executive Director of Financial Services position at Charlotte-Mecklenburg Schools?

Non Instructional / Support Services - Position - Other

Job Number 4600306464

Start Date

Open Date 01 / 21 / 2025

Closing Date 02 / 21 / 2025

General Definition of Work

The executive director of financial services, under minimal supervision, performs senior-level work with extensive decision-making discretion planning, directing and reviewing the activities and operations of the Accounting / Auditing Department, including the preparation, processing and maintenance of the accounts payable, case receipts / investments, and general ledger functions. Employee performs advanced and supervisory work to carry out Board of Education policies and procedures related to the accounting and auditing functions of financial services under the direction of the Chief Financial Officer.

Qualifications

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Salary / Status

PG 12 / Full-time, 12 months

Reports To

Chief Financial Officer

Place of Work

The normal place of work is on the premises used by Charlotte-Mecklenburg Schools. Charlotte- Mecklenburg Schools reserves the right to require you to work at such other place(s) as it may reasonably require from time to time.

Essential Functions

Adhere to all state, federal, and local laws, policies, and procedures
Lead, manage, supervise, and evaluate assigned programs / staff in the district
Plan, develop and implement the Accounting, Audit and Accounts Payable departments' goals and objectives in alignment with the district's strategic plan
Recommend and administer policies and procedures and evaluate / recommend process improvements and cost savings activities
Oversee the auditing functions mandated by state law as part of the financial delegation of responsibility to school treasurers
Coordinate the external audit and approve all financial reports prepared by the department for use by parties within and outside the school system
Evaluate the district's internal control structure and maintain control over ongoing functions of cash receipts, investments, payroll disbursements, vendor disbursements, and general financial recording of transactions
Monitor district compliance with various laws, regulatory requirements, policies and regulations and professional standards related to financial matters
Plan, organize and evaluate the operating systems of the financial services department and make any changes necessary to respond to the overall operating environment
Communicate with staff as appropriate to disseminate information on finance or procurement related policy, procedures and schedules
Interpret and direct implementation of state / federal-mandated policy, procedures and computations related to financial services matters in collaboration with supervisor
Participate in, counsel and evaluate new projects, operational adjustments, and regulatory changes that have an impact on finance
Research and prepare position statements / opinions on financial matters contemplated by state agencies, school system departments, professional groups and committees
Maintain a customer focus and commitment to continuous process improvement and streamlined workflow for the purpose of increasing operational efficiencies
Participate on a variety of cross-functional project teams and acts as a liaison to other departments to serve as a financial advisor
Develop communication strategies for sharing complex financial information with a variety of audiences
Maintain a customer focus and commitment to continuous process improvement and streamlined workflow for the purpose of increasing operational efficiencies
Complete local, state, or federal surveys and reports accurately and promptly
Participate in professional development workshops and leadership training
Create an inclusive environment with positive communication / public relations
Perform related work as assigned or required

Knowledge, Skills, Abilities

Comprehensive in-depth knowledge and understanding of the principles, practices, and procedures of public school system financial policies

Comprehensive knowledge of federal, state, and local regulatory requirements applicable to school system finances

Thorough knowledge of county and school board policies, procedures, and standards regarding funding, accounting, and auditing principles

Ability to maintain professional and emotional control under stress

Ability to reflect appropriate response to situations, while maintaining a professional and personal demeanor

Ability to learn and use specialized tools, equipment or software related to business needs

Ability to develop and monitor a budget

Ability to direct and evaluate the work of others

Ability to implement local, state, and federal rules, guidelines, and procedures into daily business operations

Ability to communicate effectively

Ability to reason, make judgments, and maintain effective working relationships

Ability to employ positive communication skills in all settings / mediums

Ability to problem-solve utilizing sound judgment

Ability to maintain confidentiality regarding school system business

Ability to develop related charts, graphs, reports, and records pertaining to school planning and strategy

Ability to take initiative, work independently, and exercise sound judgement

Ability to conceptualize, initiate, monitor, and evaluate new and / or current programs

Demonstrated ability to perform detailed work, planning, risk assessments, and associated risk mitigation actions

Demonstrated ability to work effectively in a deadline-driven, rapidly changing team environment

Education and Experience

Bachelor's degree required

Bachelor's degree in accounting or related area preferred

Five (5) years' experience in business accounting preferred

Equivalent combination of experience and education

Special Requirements

Possess and maintain a valid Driver's License or ability to provide own transportation

Travel to school district buildings and professional meetings

of Jobs 1.00

Teacher Scale N

Minimum Educational Requirements Bachelors

Term 12 Month

Additional Job Information

Physical Requirements / Working Conditions

Work requires the occasional exertion of up to ten pounds of force

Work regularly requires exchange of accurate and detailed information through oral and written communication

Constantly operates a computer and other office business equipment

Ability to remain in stationary position for required meetings / work

Ability to move to other work locations

Visual acuity requires preparing and analyzing written or computer data, determining the accuracy and thoroughness of work, and observing general surroundings and activities

Hearing is required to perceive information at normal spoken word levels, and to receive detailed information through oral communications

Work requires preparing and analyzing written or computer data, operating standard office equipment, use of advanced technology

Work occasionally requires exposure to outdoor weather conditions

Work is generally in a moderately noisy location (e.g., business office, light traffic)

Requires the ability to deal with people beyond giving and receiving instructions

Must be adaptable to performing under mild to high levels of stress

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