Senior Manager Finance Budget

4 weeks ago


Redlands, California, United States Sage Oak Charter Schools Full time
Job Description

Job Title: Senior Manager Finance Budget

Job Summary:

The Senior Manager Finance Budget will oversee all budgeting, payroll, categorical accounting, cash management, financial reporting activities, fiscal compliance and reporting, and ensuring flawless audits. This role will work closely 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.

Key Responsibilities:

  • Oversee all accounts, ledgers, and reporting systems ensuring accuracy and full compliance with appropriate GAAP standards, industry best practices and regulatory requirements.
  • Conceptualize and articulate strategies to improve financial operations and services.
  • Ensure proper implementation and provide training accordingly.
  • Collaborate with and serve 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.
  • Coordinate 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; and oversees accounts payable, accounts receivable, cash management, purchasing and other related financial reporting functions.
  • Prepare 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.
  • 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.
  • Attends and/or conducts staff meetings, workshops, conferences and other training.
  • Provides optimal internal communications for staff at all levels throughout the organization.
  • 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.
  • 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.
  • Oversee accounts payable and payroll team, including but not limited to: Senior Specialist, Accounts Payable and other department staff, as hired.
  • 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 Child Abuse and Neglect Reporting Act.

Requirements:

  • 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.
  • State and federal fingerprint clearance (LiveScan) to work with students (Ed. Code).
  • 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.
  • 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.
  • 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.

Work Environment:

Meetings conducted in public and private settings. Indoor and outdoor in varying temperature.

Equal Employment Opportunity:

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.



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