Description

DEFINITION OF POSITION:

The Finance Director plans, develops, and oversees the district’s finance/payroll departments to ensure accurate financial information is available to support sound decision-making. The position is responsible for ensuring that all financial functions and activities are conducted legally, efficiently, and in accordance with applicable regulations. Key responsibilities include supervising finance and payroll staff, including interviewing, hiring, training, evaluating performance, assigning and directing work, and addressing employee concerns and resolving problems. The Finance Director works closely with the Superintendent and other members of the district leadership team.

This job description is not an employment agreement or contract. The district reserves the right to modify this job description at any time without notice. The statements above describe the general nature and primary responsibilities of the position and the level of knowledge and skill typically required, but they are not intended to be an exhaustive list of all duties or work requirements.

IMMEDIATE SUPERVISOR:   Superintendent

REQUIRED QUALIFICATIONS:

• Bachelor’s degree with a major in accounting, business administration, or finance; qualifying experience may substitute for the educational requirement
• Minimum of five years of experience as a business manager preferably in a K-12 public school setting in Washington State
• Ability to use electronic communication systems and financial/accounting software

PREFERRED QUALIFICATIONS:

• Certified School Business Official (CSBO) certification
• Experience in school district or public-sector finance
• Knowledge of Washington State school finance laws/regulations, accounting manuals, polices/procedures and OSPI reporting requirements
• Knowledge of WESPaC/Qmlativ financial software and demonstrated technical proficiency in using computer systems for financial management and analysis
• Demonstrated ability to analyze problems and recommend and implement best possible solutions
• Experience and thorough working knowledge of payroll, accounts payable, general accounting, financial planning and administration, and related business functions
• Ability to work flexible schedule

ESSENTIAL JOB FUNCTIONS:

The following statements of duties and responsibilities are intended to describe the general nature and level of work being assigned to this position. These statements are not intended to be an exhaustive list of all duties and responsibilities required of personnel within this position. 

Fiscal Management & Budgeting

• Develop, administer, and monitor the annual district budget, four-year budget projection, and long-term financial plans in collaboration with the superintendent and school board
• Plan and develop levy and bond proposals; provide financial analysis and reporting to support levy and bond committees
• Coordinate, manage, and oversee the district’s fiscal affairs, financial planning and reporting, payroll, and other financial management programs in accordance with the district’s policies and procedures and applicable laws
• Prepare annual budget (F195), including preparation of staff and salary data for budget development, and communication of budget information to the general public
• Monitor accounts payable vouchers monthly authorizing expenditures
• Manage daily cash flow and oversee the investment and cash receipt functions
• Communicate matters of finance, financial reporting requirements, and recommend necessary actions for the most efficient operation of the school system to the Superintendent
• Prepare monthly financial statements, agenda items and resolutions, and present them to the board of directors and superintendent as they may request or require
• Review and approve/disapprove all purchase orders assuring proper program codes are used for all expenditures
• Supervise the accounting and payroll staff ensuring the accounts payable and payroll processes and procedures are accurate and consistent with generally accepted accounting principles for all funds
• Responsible for the submission of EMMA Disclosures and filings throughout the year as required
• Responsible for preparation of the annual year-end report (F196) and making a full and complete itemized report of the finances of the district at the close of the school year
• Assist in bidding process for various purchases when required and appropriate.  Verify compliance with bid requirements and bid awards
• Assist building principals and other administrators in developing building and program budgets, and provides regular information and counsel on fiscal and operational areas

Accounting, Payroll & Financial Operations

• Oversee leave reporting, sick leave buyback, and shared leave
• Responsible for payroll setup, configuration, and essential processes within payroll and timekeeping software
• Manage communication and act as liaison with external agencies involved with employee compensation and benefits such as the Department of Retirement Systems (DRS), IRS, ESD Workers Compensation, and employee garnishments
• Responsible for setup of account code clearance and requisition groups in Financial Management
• Plan, organize and process monthly payrolls for substitutes, classified and certificated employees to ensure payroll is conducted accurately, timely and meets all local, state, and federal requirements regarding retirement, taxes, dues, other related employee deductions, and employee leaves
• Prepare and distribution of annual VEBA ballots and VEBA agreements
• Prepare enrollment projections and assists superintendent in projecting staff requirements
• Serve as the district contact to the County Treasurer for information regarding tax and debt issues as they relate to the district
• Reconcile general ledger accounts to the F197 monthly report
• Monitor iGrant applications for compliance, oversee filing of monthly grant expenditure claims

Compliance, Audits & Risk Management

• Coordinate and serve as the primary liaison for district audits; prepare documentation and respond to audit recommendations/findings
• Oversee the district’s workers compensation program; report claims to the appropriate agencies as needed
• Process and/or dispute unemployment claims
• Responsible for staying current with changes in financial reporting and keeping abreast of applicable State and Federal laws, including but not limited to Time and Effort reporting and understanding the Codes of Federal Regulations, the Schedule of Federal Awards, rules and regulations and proposed legislation.  Attend workshops (ESD and WASBO) to further knowledge of financial management at the school district level
• Research and ensure compliance with district policies and procedures, collective bargaining agreements, benefit programs and employment laws and regulations
• Knowledge and experience working with the Fair Labor Standards Act laws
• Formulate data for a variety of materials (calendars; employment contracts; medical, dental, disability and other insurance/benefit programs; contract cost analysis; surveys, etc.) for dissemination to appropriate parties
• Utilize computerized payroll/human resources systems to input and export/import data ensuring accuracy and resolve discrepancies.  Audit and update data for purposes of accurately compensating employees consistent with district policies and procedures laws, and collective bargaining agreements
• Perform required procedures to ensure district compliance with the state health care law ESSB 5940 rules and regulations; payroll processes; Labor & Industries, FICA, Federal Withholding, and all district employee benefit programs

Personnel & Human Resources Support

• Hire, supervise and evaluate employees in collaboration with the human relations department and the superintendent/assistant superintendent
• Maintain the strictest confidence concerning personnel, students, and operational concerns of the district
• Conduct new employee orientation to review payroll policies and procedures, retirement and health benefits with new district employees
• Work collaboratively with the Human Resources Department on the S275, contracts, and FMLA

Leadership, Communication & Community Relations

• Serve as a member of the district leadership team
• Attend board meetings and work sessions, leadership meetings, and community events as required
• Support and participate in labor relations activities, including negotiations and contract administration; prepare revenue and expenditure cost data and employee compensation analysis
• Learn and maintain a current knowledge of all district collective bargaining agreements; federal, state, and local payroll laws; and DRS requirements
• Perform other related duties as assigned by the Superintendent

PERFORMANCE EXPECTATIONS:

• Work positively and collaborative with a wide variety of people both inside and outside the organization
• Meet multiple demands in a pressure situation and maintain high levels of quality work
• Meet deadlines with severe time constraints
• Maintain confidentiality
• Communicate clearly, both orally and in writing
• Work with minimal supervision and be flexible
• Work with a high level of energy

TERMS OF CONTRACT:

• Salary:  Exempt Supervisor:  $158,405 - $178,286 per year, placement based on experience
• Length of Contract:  260 days/year
• Benefits/Leaves:  Medical, dental, vision, life and long-term disability coverage is provided through SEBB (School Employee Benefits Board) for employees who work at least 630 hours per academic year.  Retirement benefits are provided through the Washington State Department of Retirement Systems (DRS).  Additional benefits may include sick/emergency leave and personal leave as per board policy.

The Pullman School District Board of Directors and the Pullman School District shall provide equal educational opportunity and treatment for all students in all aspects of the academic and activities programs without regard to race, religion, creed, color, national origin, age, honorably-discharged veteran or military status, sex, sexual orientation (including gender expression or identity), marital status, the presence of any sensory, mental or physical disability, participation in the Boy Scouts of America or the use of a trained dog guide or service animal by a person with a disability. The district will provide equal access to the Boy Scouts of America and all other designated youth groups listed in Title 36 of the United States Code as a patriotic society. District programs will be free from sexual harassment. The following employees have been designated to handle questions and complaints of alleged discrimination: Civil Rights Coordinator and Title IX Coordinator, Assistant Superintendent, (509) 332-3144, compliancecoord@psd267.org, and Section 504/ADA Coordinator, Assistant Director of Special Services (509) 332-3144, compliancecoord@psd267.org. 240 SE Dexter Street, Pullman, WA 99163. Applicants with disabilities may request reasonable accommodations in the application process by contacting the Personnel Coordinator at (509) 332-3584. Title IX inquiries may also be directed toward the U.S. Department of Education, Office for Civil Rights (OCR): https://www2.ed.gov/about/offices/list/ ocr/index.html. Information about the nondiscrimination and sex-based discrimination policies and grievance procedures, and how to report a concern or complaint: https://www.pullmanschools.org/hib-discrimination 

PULLMAN SCHOOL DISTRICT IS AN EQUAL OPPORTUNITY EMPLOYER