Fiscal Services Director

Description

Organization Overview

PUC National is a non-profit organization that serves to promote, support, benefit, replicate, and carry out the purposes and mission of Partnerships to Uplift Communities (PUC) Schools. 

We have a contractual relationship with Partnerships to Uplift Communities (PUC) Schools to provide a variety of support services to the schools in NE Los Angeles and the NE San Fernando Valley.  This includes, but is not limited to Finance, Human Resources, Operations, IT and Data Management, facilities identification and acquisition, fundraising, grant management, college access, alumni relations, charter development and renewal, and compliance.

The Team Member we are searching for

The ideal Fiscal Services Director believes in and is passionate about the mission and commitments of PUC National and exhibits this through their leadership, reflection, and collaboration to ensure schools’ success across the organization.

Reporting to the Chief Financial Officer (CFO), the Fiscal Services Director will oversee and coordinate general ledger accounting, cash management, accounts receivable, accounts payable, claims reporting, and invoicing. This role also includes fiscal responsibilities for the Child Nutrition program, audits, and internal controls. The Fiscal Services Director will assist with detailed budget preparation, monitoring and all related aspects of fiscal support to Partnerships to Uplift Communities Valley, Partnerships to Uplift Communities Lakeview Terrace, and Partnerships to Uplift Communities Los Angeles.

This role involves a hybrid work environment and requires flexibility to work evenings and weekends as needed to meet deadlines.

What you will need to accomplish:

• Support with the preparation and submission of required Fiscal Reports to Charter School Authorizer
• Preliminary review and completion of the year-end closing activities calendar and the Unaudited Actuals Report
• Support with the review of vendor compliance for school corporations
• Support in the preparation of financial reports in Standardized Account Code Structure (SACS) format for the Board of Trustees
• Support the preparation of interim budget reports of financial activities as required by the county and state
• Assist school sites in budget preparation and provide timely and accurate financial information to support management decisions
• Support all aspects of the general ledger, including the monthly management of cash, reconciliation of accounts payable and receivable, budget transfers, and journal entries; including year-end closing and other transactions as needed
• Support the preparation of state reports on budget, categorical program and grant reports, CARS, and revenue limits
• Support all grant budgets and requisite monitoring
• Coordinate the preparation, management, and compliance of categorical budgets in collaboration with program managers
• In coordination with the CFO, serve as a support and liaison to external auditors and analyze, evaluate, and interpret audit, financial and/or business affairs
• Plan and organize trainings for Office Managers on SACS coding 
• Collaborate with the CFO to conduct site audits, monitor site budgets, and review credit card and revolving fund transactions during interim reporting and pre-closing periods, ensuring internal controls are maintained and balances are accurately reconciled
• Maintain depreciation schedules
• Prepare an end-of-year inventory report
• Perform other duties as assigned 

Qualifications

What do we require from you?

Minimum Qualifications

Education:

• Bachelor’s degree from an accredited college or University in Finance, Accounting, related field, or equivalent training and experience required
• Master’s degree from an accredited college or University in Finance or Accounting is highly preferred

Experience:

• Minimum of five (5) years of experience in financial reporting and general ledger activities within the California public school sector, including at least three (3) years in a public charter school environment
• Minimum of two (2) years of experience managing a department
• Nonprofit accounting experience is preferred

Skills and Abilities

• Using the Standardized Account Code Structure (SACS) system for accurate financial reporting and compliance
• Proficient with Google Docs and Microsoft Suite
• Expertise in forecasting models and perform complex financial calculations using Excel
• Strong verbal and written communication skills to effectively convey information and collaborate with stakeholders
• Skilled in using various accounting systems to ensure accurate fiscal management and reporting
• Capable of developing and delivering training on financial procedures to staff and stakeholders
• Proficient in performing statistical and mathematical computations and measurements for accurate financial analysis
• Analyze and interpret data and provide clear and concise narratives and graphic explanations of data, trends, and statistical reports
• Ability to work independently with minimal supervision, ensuring tasks are completed efficiently and accurately
• Adaptable and collaborative, with a team-oriented approach to managing multiple priorities in a dynamic environment
• Skilled in handling multiple tasks simultaneously in a fast-paced setting, maintaining high-quality outcomes
• Consistent attendance, dependability, and punctuality in conformance with the standards are essential to the successful performance of this position

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Occasionally required to kneel, climb and reach with hands and arms above shoulder level, lift up to 30 pounds. To bend, sit, stand, squat, stoop, walk, push, pull, and reach with hands and arms at shoulder level or below. Always required to wear the appropriate safety equipment for the task, which may include gloves, goggles, aprons, belts, etc.

Compensation & Benefits:

• This is a full-time exempt, salaried position
• Our benefits include:
  • Comprehensive group health benefits package, including medical, dental, and vision and additional voluntary benefits
  • 403b Retirement Plan with an annual contribution equal to 5%
  • Paid Time Off
  • Ongoing Professional Development

DISCLAIMER: This job description indicates in general the nature and levels of work, knowledge, skills, abilities, and other essential functions (as covered under the Americans with Disabilities Act) expected of an incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of an incumbent. An incumbent may be asked to perform other duties as required Management reserves the rights to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Nothing in this position description changes the at-will employment relationship existing between the Institution and its employees.

PUC National is an equal-opportunity employer. Qualified candidates will receive consideration for employment without regard to race, color, religion, national origin, gender, sexual orientation, gender identity or expression, age, mental or physical disability, and genetic information, marital status, citizenship status, military status, protected veteran status or any other category protected by law.

Salary : $115,000 - $128,000