Senior Manager Finance Budget

NECESSARY MATERIALS FOR APPLICATION:
-Letter of Introduction
-Resume
-Letters of Recommendation- Two (2) current, professional letters (at least one from a direct supervisor)

Senior Manager, Finance and Budget Job Description

Reports To: Senior Director of Fiscal Services (or designee)

FLSA Status: Exempt

School Classification: Classified

Pay Schedule: Range 9 ($82,642-$118,055)

Work Schedule: 12 months

Location: Onsite and Remote Office

Position Summary: Under the general direction of the senior director of fiscal services, this role is responsible for the oversight of all budgeting, payroll, categorical accounting, cash management, financial reporting activities, fiscal compliance and reporting, and ensuring flawless audits.
The senior manager, finance and budget will work with the senior director of fiscal services to ensure the organization has accounting, workflow and compliance systems in place to ensure effective and efficient operations.
The senior manager, finance and budget and senior director of fiscal services will work closely with school leadership and staff to ensure sound fiscal and accounting compliance procedures and provide input with regard to organizational operational effectiveness.
This position will be expected to lead efforts to continually monitor and implement best practices in accounting and fiscal management systems to enhance and improve organizational effectiveness.


ESSENTIAL FUNCTIONS and RESPONSIBILITIES

Overarching Duties and Abilities for All Sage Oak Managers:

Primary Focus


Supports department leadership in executing the department's shared vision Conducts research on laws and trends that pertain to the department as needed Budget Supports the tracking, monitoring, and maintenance of specific budget items as assigned Staff Performance and Professional Development Conducts observations, tracks performance, and provides constructive feedback to staff as needed Facilitates the schools' corrective action process for all assigned staff as needed Collaborates with supervisor to set individual professional goals/actions that are in alignment with schoolwide goals.
Develops a plan to execute and achieve those goals.
Collaborates with other departments to ensure the training needs of all staff are supported; Creates and presents trainings/presentations that align with identified training needs; constructively and concisely responds to staff questions School and/or Department Development Develops innovations that will support the schools' growth and needs and promote sustainability and longevity within the department; Determines department needs and proactively develops solutions using creative problem solving and a high level of customer service to the larger community, staff and students Supports leadership with maintaining policies, procedures and department manuals to ensure alignment with school goals and current laws Supports department with hiring of quality staff and works collaboratively with human resources to follow school policy and procedure Educational Partner Engagement Develops a strong presence, collaborative relationship, and engaged connectivity with authorizing districts, the Board of Directors, Sage Oak staff and families, and the larger community through both in-person and virtual means Attends meetings and conferences as needed Finance Duties: Conceptualizes and articulates strategies to improve financial operations and services Oversees all accounts, ledgers, and reporting systems ensuring accuracy and full compliance with appropriate GAAP standards, industry best practices and regulatory requirements Includes payroll, benefits, risk management, retirement reporting, cash management, bank reconciliations, accounts payable, accounts receivable, and internal /external reporting Maintains internal controls and safeguards of revenue, costs, school budgets, and actual expenditures to produce accurate and timely information Ensures proper implementation and provides training accordingly Collaborates with and serves as a liaison to the management team in the development, recommendation, implementation and assessment of financial programs and procedures designed to improve/enhance business operations Serves as a liaison in coordination with the senior director of fiscal services as management and staff to coordinate accounting processes Advises administrators of budget account balances; resolves problems and discrepancies; and makes revisions as necessary, in compliance with established policies and procedures Utilizes spreadsheets, information systems and data processing applications to efficiently analyze and processes budgetary data Participates in the budget development process and initiates and recommends budget adjustments; revises budget for all funds and programs Coordinates financial and governmental audits, which include work paper preparation, liaison with auditors, school staff and with an understanding of programmatic and financial requirements of governmental programs as applicable Reviews and analyzes financial data; reports on findings; and oversees accounts payable, accounts receivable, cash management, purchasing and other related financial reporting functions Prepares reports and/or reviews reports prepared by staff and informs/advises administration of findings Audits financial documents for completeness, accuracy, and compliance with policies and procedures Reviews and approves regular, timely accounts payable batches in accordance with School policies and procedures Keeps informed on trends and changes in legislation applicable to charter school finance and budgeting; makes recommendations for changes Reviews reports and analyzes projections of ADA and expenses against actual figures and proposes recommendations for changes Participates with Interviews, provides recommendations on staff selection, assists with motivating, supervising Evaluates, disciplines and provides direction to assigned non-teaching staff Mentors, guides and trains assigned staff to ensure compliance with accounting standards, to ensure customer service goals are achieved and that leadership and teamwork are developed and practiced Develops and maintains effective communication systems and processes Plans, coordinates and prioritizes work activities to meet established objectives and deadlines.
Attends and/or conducts staff meetings, workshops, conferences and other training Provides optimal internal communications for staff at all levels throughout the organization; creates and promotes a positive and supportive work environment Prepares, develops, maintains and monitors school budget, including completion of mandated reporting (interim and unaudited actuals, etc), updates and reporting of budget related adjustments to organizational leadership and other stakeholders Actively seeks to improve and simplify School's accounting and fiscal management approach with sustainable and scalable solutions This includes the use of technology to eliminate inefficiencies while maintaining high accuracy.
Performs other appropriate duties as assigned.
Payroll Department Duties Supports and manages department personnel in the accurate and timely completion of compensation and benefits processing and reporting.
Provides consultative expertise to the department and HR team in terms of employee and employer payroll deductions, contributions, and systems.
Provides consultative expertise to the department and HR team in terms of the State Teachers Retirement System (STRS) monthly deductions and reporting.
Oversight Responsibilities: Oversee accounts payable and payroll team, including but not limited to: Senior Specialist, Accounts Payable Other department staff, as hired Other Duties: Responds to non-urgent communication within 24 school hours and urgent communication within two school hours Resolves escalated employee, parent, and student issues in alignment with core values and ensuring compliance with the school's Uniform Complaint Policy; the school's Uniform Technology Policy; and the provisions of California Penal Code Section 11166 (Child Abuse and Neglect Reporting Act) Performs other duties as assigned QUALIFICATIONS GUIDE

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.


Education & Experience: Five (5) years of experience leading the accounting and financial reporting duties with a charter school organization preferred Bachelor's degree in Accounting or Finance Other Qualifications: State and federal fingerprint clearance (LiveScan) to work with students (Ed.
Code 44237).
No prospective employee can report to work without this clearance being received and the Human Resources Manager notifying the immediate supervisor of this clearance.
Proof of a clear TB Tine test or signed Certificate of Completion dated within the last 60 days (Ed.
Code 49406) upon employment and thereafter updated every four years Hold and maintain a valid California Driver's License, proof of automobile insurance, and full time use of a dependable automobile that is insured pursuant to California regulations.. Knowledge: Computer and technology literacy: Operate office equipment including a calculator, copier, fax machine, computer and assigned software Google docs, Google spreadsheets and other online collaboration tools to send and receive information Basic arithmetic calculations Knowledge of economic and accounting principles and practices and the analysis and reporting of financial data.
Knowledge of business and management principles involved in strategic planning, resource allocation, leadership technique, production methods, and coordination of people and resources.
Knowledge of applicable laws, codes, regulations, policies and procedures Knowledge/experience with modular accounting systems, experience with Sage Intacct a plus Knowledge/experience with Standardized Account Code Structure (SACS) is highly desired.
Skills: Conflict resolution Ability to independently work through and create solutions for ambiguous tasks and projects Ability to consistently make good decisions even when under pressure Ability to prioritize tasks and direct a team Sound management skills; evaluate and enhance practices that promote a strong team commitment to supporting the functionality of the department and operations of the school Effectively coach, mentor and motivate respective staff Highly proficient with G-Suite and able to use spreadsheets to maximize productivity and department efficiency Abilities: Embraces Sage Oak's core values Maintains integrity at all times Works independently with little direction Maintains developed, clear communication and interpersonal skills that maintain a respectful, professional, and courteous manner Maintains flexible and adaptable mindset Demonstrates sensitivity to individual differences and cultural backgrounds Maintains confidentiality of sensitive and privileged information Follows established procedures and meets all established deadlines Allocates time and resources effectively Understand complex, multi-step written and oral instructions Physical Demands:

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.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Hear and speak to exchange information Dexterity of hands and fingers See to read a variety of materials Bend at the waist, kneel or crouch Sit or stand for extended periods of time Lift objects up to 50 pounds with or without assistance Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Noise level is generally moderate Meetings conducted in public and private settings Indoor and outdoor in varying temperature Employee must have available transportation and be able to drive up to 100 miles in a day
The above job description is not intended to be an all-inclusive list of duties and standards of the position.
Incumbents will follow any other instructions and perform any other related duties as assigned by their supervisor.


EQUAL OPPORTUNITY:

Employer is an equal opportunity employer.
Recruitment, hiring, and promotion of individuals in all job classifications will be conducted without regard to actual or perceived race (including traits historically associated with race, such as hair texture and hairstyle, including but not limited to braids, locks, and twists), color, creed, actual or perceived gender (including gender identity and gender expression), religion (all aspects of religious beliefs, observance or practice, including religious dress or grooming practices), marital status, registered domestic partner status, status as a victim of domestic violence, assault or stalking, age (40 and over), ethnicity, national origin or ancestry (including language use restrictions), citizenship, physical, intellectual or mental disability (including HIV and AIDS), reproductive health decision-making, medical condition (including cancer or a record or history of cancer, and genetic characteristics), family or medical leave status, sex (including pregnancy, childbirth, breastfeeding or a related medical condition), genetic information, sexual orientation, political affiliation, military and veteran status, use of cannabis off the job and away from the workplace, or any other consideration made unlawful by federal, state, or local laws.
It also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics.
Employer's hiring and employment practices may exclude a candidate from consideration where bona fide occupational qualifications exist.