Director of Business Services (CSBO)

Director of Business Services (CSBO)

Purpose of Position: To oversee the financial functions of the District, in collaboration with the Superintendent of Schools, ensuring the community assets are well-administered, maintained, and protected.

Position Responsibilities:

• Prepares the annual tax levy and budget, and administers a budget control program.

• Meets the qualifications as listed in the School Code to be the legal school treasurer and fulfill, via Board appointment, the duties of school treasurer.

• Assists the Superintendent with respect to data production/contract negotiation.

• Attends board meetings and prepares such reports for the Board as the Superintendent may request.

• Supervises the management of the financial affairs of the schools.

• Supervises all accounting operations and its personnel.

• Supervises the purchasing services and its personnel.

• Acts as advisor to the Superintendent on all questions relating to the business and financial affairs of the district.

• Serves as district treasurer and implements the district's investment policy.

• Advises the Superintendent on employee insurance and retirement benefits.

• Advises the Superintendent on property and liability insurance coverage.

• Assists in coordinating the district's registration process and implementing online registration.

• Assists in the determination of types of programs needed by the schools and makes appropriate recommendations.

• Prepares drafts of needed Board policies and administrative rules for the Superintendent's review and action.

• Serves upon assignment by the Superintendent as a resource to all other administrators in the district.

• Prepares state reports and claims as required, as well as state and federal grant reporting.

• Manages quality assurance/audits, including bid management, contract management, external audits, internal audits, risk management, vendor management, and benefits management.

• Submits transportation reports, supervises transportation, and works collaboratively with the Superintendent to resolve District-level transportation matters.

• Submits Nutrition Reports, supervises the nutrition program, prepares for nutrition audits, and is the liaison between the District and its food vendor.

• Serves as FOIA officer.

• Develops and implements a procurement process.

Budget Preparation

• Gather facts and information affecting the district's revenues and expenditures.

• Prepare a tentative budget in the fall, prior to adopting the district's tax levy.

• Fine-tune the budget in the spring after tax levy is known and decisions regarding salaries, staffing, and major capital outlay expenditures are complete.

• Prepare and file the official state budget form.

Tax Levy Preparation

• Estimate the district's assessed valuation and calculate the levy based on the tentative budget.

• Prepare and file official tax levy form.

Cash Flow Analysis

• Monitor and forecast the monthly flow of revenues and expenditures to assist in investment planning and avoid any "surprises".

• Prepare periodic reports to keep the Superintendent and Board of Education informed.

Investment Management

• Implement the district's investment policy emphasizing safety of principal while maximizing return.

• Periodically analyze investment plans, banking, and financial services to advise the Superintendent as to the best choice for the district.

Fixed Asset Management

• Maintain an inventory of the district's assets, classified according to type and location, including value and depreciation.

District funds and bank accounts

• Supervise accounting system and reconciliation of all accounts, including activity funds, petty cash and general checking accounts.

Supervise business office personnel

• Provide overall direction and supervision to accounts payable and payroll. Plan and provide appropriate training in order to implement job functions.

Audit

• Recommend the appointment of an outside auditor.

• Serve as the district resource during ISBE audits and outside audits.

• Prepare all backup documentation as requested by auditors.

• Work with the auditor to ensure district compliance with all accounting standards and reporting requirements.

Prepare state claims forms as required

• Provide training and assistance to school secretaries to ensure accurate attendance and bus reporting.

• Perform all necessary calculations and provide backup documentation for the audit trail.

• Complete and file claim forms in a timely manner.

State and Federal Grant Reporting

• Assist staff in preparing and filing all grants, budgets, and documentation.

• Track expenditures and keep grant coordinators updated.

• File quarterly and final expenditure reports in a timely manner.

• Maintain backup documentation for the audit trail.

Salaries

• Prepare and maintain salary and deduction tables to be used for preparing payroll.

• Track staff eligibility for longevity stipends and prepare calculations for payroll.

• Prepare scatter grams and salary schedules during negotiations of teacher contracts.

• Obtain and analyze salary information for comparison basis.

Employee Benefits

• Assists the Superintendent in administering employee insurance benefits, including health, dental, and life insurance.

• Lead employee information meetings and open enrollment meeting.

• Lead benefits in-service for new employees.

• Research the market and periodically bid out insurance packages.

• Provide assistance to employees experiencing problems with coverage or claims.

• Assists the Superintendent in IMRF administration.

Liability and Property Insurance

• Assists the Superintendent in supervising the district's property and liability insurance programs.

• Periodically evaluate programs to ensure competitive rates and satisfactory coverage and service.

• Supervise and administer the filing of all insurance forms and claims.

• Attend and participate in required meetings sponsored by the insurance cooperative (when applicable).

Utilities

• Periodically evaluate usage and cost to ensure competitive and satisfactory coverage and service.

Serve as a Resource

• Serve as a resource to assist all staff in ways they may effectively achieve the district's goal of providing the best possible educational programs and services.

• Conduct ongoing research and statistical projects that will contribute to accurate planning and budgeting.

• Perform tasks and responsibilities as directed by the Superintendent.

Training and resources

• Meet regularly with the Superintendent for discussion and sharing of information and ideas.

• Attend workshops and conferences to enhance knowledge and keep current.

Other:

• Performs other related tasks as assigned by the Superintendent and other central office administrators as designated by the Superintendent.
• Travels to school district buildings and professional meetings as required.
• The above description is illustrative of tasks and responsibilities. It is not meant to be all inclusive of every task or responsibility.

Position Organizational Relationship:

• Reports to the Superintendent and is a member of the Administrative Council
• Supervises the Facilities Manager and evaluates position's performance with the Superintendent
• Supervises the Business Department and all clerical help, evaluating their performance annually

Terms of Employment:

• Standard administrator 12-month work schedule as set forth in the Administrative Contract.

Position Holder Qualifications:

• Knowledge of best practices in administration, program evaluation, and staff supervision.
• Knowledge of data information systems, data analysis, and the formulation of action plans.
• Knowledge of applicable federal and state laws regarding school district finance and transportation.
• Ability to communicate effectively with staff and parents.
• Ability to organize multiple tasks and conflicting time constraints.
• Ability to engage in self-evaluation with regard to leadership, performance, and professional growth.
• Ability to establish and maintain cooperative working relationships with others contacted in the course of work.
• Technologically proficient in a variety of applications and programs, as needed to perform the functions of the position.
• Demonstrates ability to exercise the responsibilities assigned to this position.
• Demonstrates ability to apply conceptual, human, and technical skills to a position of this type.
• Demonstrates ability to understand the implications of social, political, educational, and economic changes and their significance to the District.
• Is pleasant, positive, and able to contribute to a productive work environment.
  

Education

• Bachelor's Degree required
• Master's Degree preferred
• Chief School Official (CSBO) Endorsement required

Experience

• Chief School Business Official (CSBO) experience required.

FLSA Status: Exempt

APPLICATION PROCEDURE:
Apply online