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Plano ISD

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Director of Budget and Compliance

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Description

Pay Grade: 882 (Min $448.61 min per day)
Work Days: 226

Primary Purpose:
Plan, manage, and coordinate the district's budget in compliance with federal, state, and local rules, policies, and regulations. Ensure that the district's budget process is in compliance with acceptable accounting principles and district goals

Qualifications:
Education/Certification:

  • Bachelor's Degree in Business or Accounting
  • Certified Public Accountant (preferred)
  • TASBO certification (preferred)

Special Knowledge/Skills:

  • Working knowledge of budget, financial applications and accounting
  • Strong organizational, communication, public relations, and interpersonal skills
  • Ability to use software to develop spreadsheets and perform data analysis
  • Ability to implement policy and procedures
  • Ability to interpret data
  • Ability to manage budget and personnel


Experience:

  • Two years of accounting/budget experience in a public sector
  • Governmental experience is preferred

Major Responsibilities and Duties:

  • Oversee the budget process during the year as well as the preparation of the annual budget and quarterly amended budgets
  • Demonstrate skill in coaching staff and peers; provide technical assistance to all staff concerning the business application software, budget guidelines and practices and budget reporting issues
  • Develop training options and/or improvement plans to ensure the best operation of financial management
  • Ensure that programs are cost effective and funds are managed prudently
  • Comply with all laws, rules, and policies related to fiscal management, meeting accepted accounting standards
  • Report to the Chief Financial Officer on the status of performance and outcomes related to budget development and compliance, business procedure compliance
  • Monitor district budgets including governmental funds, campus activity funds, and internal service funds
  • Act as a resource for principals, budget directors, and other staff in understanding the budget process and budget goals
  • Provide staff training in the areas of budget and fiscal compliance
  • Prepare monthly budget reports for departments and campuses
  • Assist in compiling year-end financial data for the comprehensive annual financial report
  • Assist the district's independent and internal auditors in conducting periodic audits
  • Follow all rules, regulations, and policies of Plano ISD and follow directives from supervisors
  • Perform other functions that may be assigned by the Administration and/or supervisor

Supervisory Responsibilities:

  • Direct and manage budget and fiscal compliance staff

Equipment Used:

  • Copier, calculator, personal computer, scanner, printer, folding machine and shredder

Working Conditions:
Mental Demands:

  • Ability to communicate effectively (verbal and written); interpret policy, procedures, and data; maintain emotional control under stress; work with frequent interruptions

Physical Demands/Environmental Factors:

  • Occasional districtwide and statewide travel; occasional prolonged and irregular hours; frequent standing, stooping, bending, kneeling, pushing and pulling; prolonged use of computer and repetitive hand motions; occasional lifting up to 50 pounds

















































SM102226/00049359

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