Assistant Chief Financial Officer

District Summary: The William Penn School District is located in southeastern Delaware County and serves approximately 5,000 students who reside in Aldan, Colwyn, Darby, East Lansdowne, Lansdowne, and Yeadon Boroughs. We share a collective vision to educate, nurture and empower all students to become career and/or college ready.

Position Summary:  Under the leadership of the Business Administrator, the Assistant Business Manager is responsible for planning, organizing, and overseeing all aspects of business o?ce systems for the District and day-to-day operations of the Business O?ce.

Key Responsibilities & Essential Duties:

• Plans and coordinates activities of the accounting, payroll, accounts payable, budgeting, and purchasing in compliance with GAAP and approved policies and procedures. Supervises directly all members of the business o?ce
• Assists with the planning, compilation, and execution of the school budget; reviews the budget for accuracy
• Ensures that payroll is properly integrated with the ?nancial records by conducting periodic audits
• Supervises the preparation of the quarterly and yearly payroll returns and the reconciliation of the payroll bank statements
• Ensures that internal controls are maintained and State and Federal rules and regulations are adhered to
• Signs and reviews all purchase orders for the District and check requests for the Student Activity and Athletic funds
• Responsible for the accuracy and reliability of all information and maintenance pertaining to the school bank accounts and monies received by the District including the reconciliation of all accounts on a monthly basis
• Oversees the monthly preparation of ?nancial statements
• Assures that the District accounts are properly closed and balanced by the end of the ?scal year
• Analyzes all balance sheet accounts for accuracy each month
• Manages the District’s cash ?ow program and invest funds, per District policy, as they become available
• Responsible for the District’s preparedness for all types of audits – local, State, and Federal – and serve as the primary liaison for audits
• Prepares work papers and makes necessary journal entries to bring the ?nancial statements into compliance with GAAP
• Prepares quarterly and ?nal cash reconciliation reports for the various Federal and State grants received by the District
• Coordinates routine real estate tax procedures including, but not limited to billing, reporting, and maintaining records
  

Qualifications:

• Bachelor’s Degree in Accounting or Business Degree with ?ve years’ experience in Accounting, MBA/CPA preferred
• Three years preferred accounting experience in Pennsylvania School environment or in not-for-pro?t environment
• Knowledge of GAAP procedures is required, and state and federal accounting guidelines for school districts is preferred
• Outstanding communication, organization, customer relation skills and knowledge of Microsoft Office
• Possess leadership and supervisory skills

Working Conditions & Physical Requirements: 

• Work scheduled hours on a consistent basis 
• Indoor office environment is subject to frequent interruptions 
• Pushing, moving and lifting objects with a strength factor of light work 
• Dexterity of hands and fingers to operate a variety of standard office equipment 
• Clarity of vision at varying distances 
• Verbal, auditory and written capabilities to effectively communicate in an articulate manner
• Sitting and standing for extended periods of time 
• Frequent sitting, standing and walking 
• Reaching overhead, above the shoulders and horizontally to retrieve and store files and supplies 
• Lifting objects with a strength factor of light work 
• Occasional bending, reaching and stretching 
• Occasional kneeling, crouching and squatting 
• Occasional pulling, pushing 

Disclaimer: 

The preceding list is not exhaustive and may be supplemented as necessary. The statements contained herein reflect general details as necessary to describe the principal functions of this job, the scope of responsibility, and the level of knowledge and skills typically required, but should not be considered an all-inclusive listing of work requirements, skills or duties so classified. All personnel may be required to perform duties outside their normal responsibilities from time to time as needed. 

All employment open positions are made available on a nondiscriminatory basis without regard to race, color, creed, religion, sexual orientation, national origin, gender, age, disability, or veteran status. 

Job descriptions are written as a representative list of the ADA essential duties performed by the entire classification. They cannot include and are not intended to include, every possible activity and task performed by every specific employee.

2/2025/TNG