BUSINESS SERVICES COORDINATOR (Annual; Full-Time)

Job Description:

BUSINESS SERVICES COORDINATOR (Annual; Full-Time)

Description

Under the direction of the Assistant Superintendent - Business Services or assigned administrator, assist with planning, organization and control of the district budget; prepare financial and budget reports required by the State, administration, federal agencies and the Board; perform complex auditing, budgeting, accounting and analysis of budget and financial information and procedures; supervise and evaluate the performance of assigned personnel.

Perform research and direct the preparation and maintenance of a variety of financial and statistical reports, records and files related to assigned activities and required by the State, administration, federal agencies and the Board; complete annual budget and interim financial reports and required County forms

Provide technical expertise, information and assistance to the Director, site staff and others regarding assigned budgets, local school accounting and related programs

Assist with the development and control of the District’s budget in collaboration with the Director Business Services

Maintain and prepare the multi-year projections report to assist the Director in developing the State multi-year projections (MYP) form. Assist Director in completing state forms

Supervise accounting and budgeting, including the year end closing, of all reserved funds which includes deferred maintenance, buildings, capital facilities, lease purchases, school facilities and other special reserve funds

Collaborate with administrators on budget and financial reporting and internal control applications

Develop and monitor school site budgets as assigned by the position to assure compliance with program funding guidance and regulations; coordinate and assist Principals with site plan budgets and expenditure inquiries, and related matters

Evaluate and project annual income and expenditures to determine budget requirements; project revenue and fund balances for new fiscal year; allocate revenue to resources according to established guidelines; analyze budgetary data and provide administrators with recommendations concerning budget development, projections and administration

Train and evaluate the performance of assigned personnel; monitor and adjust work flow and assignments to meet established timelines

Assist in the formulation and development of policies, procedures and programs to ensure an economical, safe and efficient work environment

Assist with the review of budget expenditures for assigned programs and inform administrators and program managers of spending levels and budget activity

Work with Principals, program managers and budget managers to resolve budget questions, and requisition and time sheet issues; monitor and follow-up on resolutions

Perform difficult and responsible accounting duties such as coordination of year-end closing, review and authorizing journal entries, budget transfers and bank reconciliations, making necessary adjustments to expenditures and encumbrances as needed, preparing or reviewing important financial statements or claims

Operate a computer and other office equipment as assigned; drive a vehicle to various sites to conduct work

Approve payment vouchers according to established procedures; supervise the preparation of accounts payable vouchers for disbursement

Compile, research and evaluate a variety fiscal information related to assigned fiscal functions; assemble and distribute related materials; assure mandated reports are submitted to appropriate agencies according to established time lines

Attend and conduct a variety of meetings as assigned; plan and conduct workshops for District employees related to budget, student body accounting and related software applications.

Communicate with personnel and outside agencies to exchange information and resolve issues or concerns

Coordinate work of auditors in conducting audits

OTHER DUTIES:

Perform related duties as assigned

KNOWLEDGE SKILLS AND ABILITIES:

KNOWLEDGE OF:

General accounting, budgeting and business functions of an educational organization

Preparation, review and control of budgets and accounts

Preparation of financial statements and comprehensive budget reports

Methods, procedures and terminology used in technical accounting work

Accounting, budget and business functions

General theory and application of budgetary planning and control in a school system

Applicable laws, codes, regulations, policies and procedures

Financial analysis and projection techniques

Interpersonal skills using tact, patience and courtesy

Modern office practices, procedures and equipment

Operation of a computer and assigned software

ABILITY TO:

Apply accounting and budgeting principals

Analyze complex problems, identify solution and recommend plans to solve problems

Reconcile, balance and audit budgets and accounts

Review, process and evaluate and verify a variety of budgetary and financial information

Assemble, organize and prepare data for records and reports

Evaluate and project annual income and expenditures to determine budget requirements

Identify, investigate and resolve financial errors and discrepancies

Analyze financial data and prepare reports, forecasts and recommendations

Verify, balance and adjust budgets and accounts

Make sound decisions regarding development and implementing policies and procedures

Maintain a high degree of integrity in the maintenance of financial records

Establish and maintain cooperative working relationship with those contacted in the course of work

Communicate

Plan, organize, and direct the work of others

Any combination equivalent to: Bachelor’s degree in accounting, finance, business or related field and three years of increasingly responsible professional accounting, budgetary and analysis experience

The examination process for this recruitment may be comprised of one or any combination of the following: screening of the applicant's training, background, and experience; scored evaluation of responses on a supplemental application; written examination(s); qualifications appraisal oral examination; performance examination; or technical oral examination, scored on a job-related basis.

Only the most highly qualified candidates will be invited to continue in the examination process. Successful candidates who pass all parts of the examination process will be placed on the eligibility list in order of their relative merit as determined by these competitive examinations.

A resume, cover letter and proof of degree are required to be attached to this application in order to be considered for advancing to the next step of this recruitment.

Applicants invited to advance in this recruitment, the exam and interview dates are currently as follows:

Oral Board Interviews - To be determined

Exam Location will be announced in the invite email.

Dates are tentative, but it is highly recommended that you plan your calendar accordingly. No Make-up dates will be offered.

OTHER IMPORTANT INFORMATION: The duration of the eligibility list is one (1) year unless extended by the Personnel Commission. Eligibility lists established from this recruitment will be used for full-time, part-time and limited term positions.

New employees to the district are placed on step E of the salary schedule. The maximum salary is reached after 5 years of employment.

Recruitments that list Promotional and Open Competitive opportunities may result in one of the following: 1) a dual-certified eligibility list in which internal employees of the San Lorenzo Unified School District are awarded seniority points to their final passing score before placement on the eligibility list, or 2) two separate eligibility lists consisting of candidates on a promotional only list and an open list. In the latter case, candidates on the promotional list are referred to the hiring authority before candidates on the open. However, when less than three ranks exist on the promotional list, the open list will be utilized to complete a total of three ranks.

Closing Date/Time: Tue, 12 Aug 2025

Salary:

132124 - 164318 Yearly