Sage Oak Charter Schools
Senior Manager Finance Budget
Sage Oak Charter Schools, Redlands, California, us, 92375
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 visionConducts research on laws and trends that pertain to the department as neededBudget
Supports the tracking, monitoring, and maintenance of specific budget items as assignedStaff Performance and Professional Development
Conducts observations, tracks performance, and provides constructive feedback to staff as neededFacilitates the schools' corrective action process for all assigned staff as neededCollaborates 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 questionsSchool 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 studentsSupports leadership with maintaining policies, procedures and department manuals to ensure alignment with school goals and current lawsSupports department with hiring of quality staff and works collaboratively with human resources to follow school policy and procedureEducational 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 meansAttends meetings and conferences as neededFinance Duties:
Conceptualizes and articulates strategies to improve financial operations and servicesOversees all accounts, ledgers, and reporting systems ensuring accuracy and full compliance with appropriateGAAP standards, industry best practices and regulatory requirementsIncludes payroll, benefits, risk management, retirement reporting, cash management, bank reconciliations, accounts payable, accounts receivable, and internal /external reportingMaintains internal controls and safeguards of revenue, costs, school budgets, and actual expenditures to produce accurate and timely informationEnsures proper implementation and provides training accordinglyCollaborates 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 operationsServes as a liaison in coordination with the senior director of fiscal services as management and staff to coordinate accounting processesAdvises administrators of budget account balances; resolves problems and discrepancies; and makes revisions as necessary, in compliance with established policies and proceduresUtilizes spreadsheets, information systems and data processing applications to efficiently analyze and processes budgetary dataParticipates in the budget development process and initiates and recommends budget adjustments; revises budget for all funds and programsCoordinates 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 applicableReviews and analyzes financial data; reports on findings; and oversees accounts payable, accounts receivable, cash management, purchasing and other related financial reporting functionsPrepares reports and/or reviews reports prepared by staff and informs/advises administration of findingsAudits financial documents for completeness, accuracy, and compliance with policies and proceduresReviews and approves regular, timelyaccounts payable batches in accordance with School policies and proceduresKeeps informed on trends and changes in legislation applicable to charter school finance and budgeting; makes recommendations for changesReviews reports and analyzes projections of ADA and expenses against actual figures and proposes recommendations for changesParticipates with Interviews, provides recommendations on staff selection, assists with motivating, supervisingEvaluates, disciplines and provides direction to assigned non-teaching staffMentors, 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 practicedDevelops and maintains effective communication systems and processesPlans, coordinates and prioritizes work activities to meet established objectives and deadlines.Attends and/or conducts staff meetings, workshops, conferences and other trainingProvides optimal internal communications for staff at all levels throughout the organization; creates and promotes a positive and supportive work environmentPrepares, 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 stakeholdersActively seeks to improve and simplify School's accounting and fiscal management approach with sustainable and scalable solutionsThis 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 PayableOther department staff, as hiredOther Duties:
Responds to non-urgent communication within 24 school hours and urgent communication within two school hoursResolves 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 assignedQUALIFICATIONS 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 preferredBachelor's degree in Accounting or FinanceOther 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 yearsHold 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 softwareGoogle docs, Google spreadsheets and other online collaboration tools to send and receive informationBasic arithmetic calculationsKnowledge 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 proceduresKnowledge/experience with modular accounting systems, experience with Sage Intacct a plusKnowledge/experience with Standardized Account Code Structure (SACS) is highly desired.Skills:
Conflict resolutionAbility to independently work through and create solutions for ambiguous tasks and projectsAbility to consistently make good decisions even when under pressureAbility to prioritize tasks and direct a teamSound management skills; evaluate and enhance practices that promote a strong team commitment to supporting the functionality of the department and operations of the schoolEffectively coach, mentor and motivate respective staffHighly proficient with G-Suite and able to use spreadsheets to maximize productivity and department efficiencyAbilities:
Embraces Sage Oak's core valuesMaintains integrity at all timesWorks independently with little directionMaintains developed, clear communication and interpersonal skills that maintain a respectful, professional, and courteous mannerMaintains flexible and adaptable mindsetDemonstrates sensitivity to individual differences and cultural backgroundsMaintains confidentiality of sensitive and privileged informationFollows established procedures and meets all established deadlinesAllocates time and resources effectivelyUnderstand complex, multi-step written and oral instructionsPhysical 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 informationDexterity of hands and fingersSee to read a variety of materialsBend at the waist, kneel or crouchSit or stand for extended periods of timeLift objects up to 50 pounds with or without assistanceWork 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 moderateMeetings conducted in public and private settingsIndoor and outdoor in varying temperatureEmployee 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.
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 visionConducts research on laws and trends that pertain to the department as neededBudget
Supports the tracking, monitoring, and maintenance of specific budget items as assignedStaff Performance and Professional Development
Conducts observations, tracks performance, and provides constructive feedback to staff as neededFacilitates the schools' corrective action process for all assigned staff as neededCollaborates 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 questionsSchool 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 studentsSupports leadership with maintaining policies, procedures and department manuals to ensure alignment with school goals and current lawsSupports department with hiring of quality staff and works collaboratively with human resources to follow school policy and procedureEducational 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 meansAttends meetings and conferences as neededFinance Duties:
Conceptualizes and articulates strategies to improve financial operations and servicesOversees all accounts, ledgers, and reporting systems ensuring accuracy and full compliance with appropriateGAAP standards, industry best practices and regulatory requirementsIncludes payroll, benefits, risk management, retirement reporting, cash management, bank reconciliations, accounts payable, accounts receivable, and internal /external reportingMaintains internal controls and safeguards of revenue, costs, school budgets, and actual expenditures to produce accurate and timely informationEnsures proper implementation and provides training accordinglyCollaborates 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 operationsServes as a liaison in coordination with the senior director of fiscal services as management and staff to coordinate accounting processesAdvises administrators of budget account balances; resolves problems and discrepancies; and makes revisions as necessary, in compliance with established policies and proceduresUtilizes spreadsheets, information systems and data processing applications to efficiently analyze and processes budgetary dataParticipates in the budget development process and initiates and recommends budget adjustments; revises budget for all funds and programsCoordinates 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 applicableReviews and analyzes financial data; reports on findings; and oversees accounts payable, accounts receivable, cash management, purchasing and other related financial reporting functionsPrepares reports and/or reviews reports prepared by staff and informs/advises administration of findingsAudits financial documents for completeness, accuracy, and compliance with policies and proceduresReviews and approves regular, timelyaccounts payable batches in accordance with School policies and proceduresKeeps informed on trends and changes in legislation applicable to charter school finance and budgeting; makes recommendations for changesReviews reports and analyzes projections of ADA and expenses against actual figures and proposes recommendations for changesParticipates with Interviews, provides recommendations on staff selection, assists with motivating, supervisingEvaluates, disciplines and provides direction to assigned non-teaching staffMentors, 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 practicedDevelops and maintains effective communication systems and processesPlans, coordinates and prioritizes work activities to meet established objectives and deadlines.Attends and/or conducts staff meetings, workshops, conferences and other trainingProvides optimal internal communications for staff at all levels throughout the organization; creates and promotes a positive and supportive work environmentPrepares, 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 stakeholdersActively seeks to improve and simplify School's accounting and fiscal management approach with sustainable and scalable solutionsThis 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 PayableOther department staff, as hiredOther Duties:
Responds to non-urgent communication within 24 school hours and urgent communication within two school hoursResolves 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 assignedQUALIFICATIONS 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 preferredBachelor's degree in Accounting or FinanceOther 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 yearsHold 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 softwareGoogle docs, Google spreadsheets and other online collaboration tools to send and receive informationBasic arithmetic calculationsKnowledge 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 proceduresKnowledge/experience with modular accounting systems, experience with Sage Intacct a plusKnowledge/experience with Standardized Account Code Structure (SACS) is highly desired.Skills:
Conflict resolutionAbility to independently work through and create solutions for ambiguous tasks and projectsAbility to consistently make good decisions even when under pressureAbility to prioritize tasks and direct a teamSound management skills; evaluate and enhance practices that promote a strong team commitment to supporting the functionality of the department and operations of the schoolEffectively coach, mentor and motivate respective staffHighly proficient with G-Suite and able to use spreadsheets to maximize productivity and department efficiencyAbilities:
Embraces Sage Oak's core valuesMaintains integrity at all timesWorks independently with little directionMaintains developed, clear communication and interpersonal skills that maintain a respectful, professional, and courteous mannerMaintains flexible and adaptable mindsetDemonstrates sensitivity to individual differences and cultural backgroundsMaintains confidentiality of sensitive and privileged informationFollows established procedures and meets all established deadlinesAllocates time and resources effectivelyUnderstand complex, multi-step written and oral instructionsPhysical 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 informationDexterity of hands and fingersSee to read a variety of materialsBend at the waist, kneel or crouchSit or stand for extended periods of timeLift objects up to 50 pounds with or without assistanceWork 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 moderateMeetings conducted in public and private settingsIndoor and outdoor in varying temperatureEmployee 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.