Business Manager/Financial and Investment Officer

Job Summary Provide accounting and business support for school districts, including budgeting, financial reporting, bank reconciliations, accounts payable, state reporting, grant reporting, business software, payroll, cash flow, and internal controls. Provide on-site, telephone, email, and remote assistance to school district staff.

Qualifications

Bachelor's degree preferred in Accounting or commensurate experience CPA or CPA candidate preferred Salary will be commensurate with experience Special Knowledge/Skills Knowledge of Texas School District Accounting Ability to analyze and interpret financial data, evaluate accounting issues, and recommend improvements Working knowledge of the interaction of financial accounting and computerized accounting systems Technology application skills Ability to train and teach others, displaying professionalism, empathy, and a servant’s heart Excellent written, verbal, and interpersonal communication skills Highly organized and dependable self-starter with the ability to manage personnel and budgets, while coordinating complex projects through proactive problem-solving and detail-oriented administrative oversight. Proficiency in researching and interpreting complex policies and procedures; able to translate data into actionable insights using advanced software tools, including spreadsheets for data analysis and word processing for reporting. Core Values The applicant needs to possess these core values through words and actions to build positive, long-term relationships with customers: Professionalism: Demonstrating integrity, respect for others, expertise, and credibility at all times. Quality: Delivering what is promised and helping create superior programs and services that add value beyond what is expected. Teamwork: Working cooperatively with others to promote a positive and fun work environment. Adaptability: Being flexible, attentive to change, and ready to move quickly and decisively in response to the needs of customers. Innovation: Contributing to the implementation of new or significantly improved services and delivery methods. Superior Service: Providing personable, direct attention that delivers customer satisfaction beyond what is expected. General Responsibilities Assist districts with high-level budgeting and financial planning, including revenue forecasting and the development of annual budget documents. Oversee and verify state and grant reporting (e.g., PEIMS, Texas Education Agency reports) to ensure compliance and maximize funding. Support core accounting functions, including bank reconciliations, accounts payable, and payroll processing, to ensure accuracy and continuity of operations. Develop and monitor cash flow projections to ensure districts maintain adequate liquidity and meet fiscal obligations throughout the school year. Generate and interpret monthly financial reporting for district boards, providing clarity on the fiscal health. Supervisory Roles Supervisory responsibilities as assigned. Benefit Information Employee earns state personal and sick leave. All employees contribute to Teachers Retirement System (TRS). Security Requirements Security-sensitive positions are those which require employees to be entrusted with certain types of data, whether electronic or in paper form: Sensitive Personal Information (SPI) Personally Identifiable Information (PII) Protected Health Information (PHI) Family Educational Records (FERPA Data) Federal Tax Information (FTI) All employees must adhere to all security-related policies, standards, and procedures. This includes actively safeguarding data and immediately reporting any suspected loss or theft. Mental Demands/Physical Demands/Environmental Factors Equipment: Standard office equipment, including a personal computer and peripherals. Posture: Prolonged sitting, occasional bending/stooping, pushing/pulling, and twisting. Motion: Repetitive hand motions, including frequent keyboarding and use of a mouse; occasional reaching. Lifting: Occasional light lifting and carrying (less than 15 pounds). Environment: May work prolonged or irregular hours; frequent travel to districts, occasional statewide travel, and out-of-state travel. Mental Demands: Manage multiple tasks and work cooperatively with others; maintain a calm attitude in demanding situations; make changes and adapt to various responsibilities on an ongoing basis; work with frequent interruptions, tight deadlines, and limited office space. Apply tot his job Apply To this Job