Intermediate School District 917 CLASSIFICATION DESCRIPTION Business Manager Department: Business Office

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Elwin Gilmore
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1 Title of Immediate Supervisor: Superintendent Department: Business Office FLSA Status: Exempt Accountable For (Job Titles): Payroll & Benefits Technician, Secretary to, Accounts Receivable Clerk, Accounts Payable Clerk, Buyer Pay Grade Assignment: Directors/ General Summary or Purpose Of Job: Manages the financial affairs of in accordance with District policies, rules and regulations, and State and federal laws. Provides direct supervision, training and support to the business office staff. Maintains strong relationships with external and internal stakeholders through strong fiscal management, excellent communication, respect and honesty. DUTY NO. ESSENTIAL DUTIES: (These duties are a representative sample; position assignments may vary.) FRE- QUENCY 1. Provides supervision, training and direction to the Business Office staff. Provides various levels and types of training to staff, including software applications, accounting methods, daily work processing, laws, regulations, methods of organization of work flow, as well as daily problems that arise. Provides guidance on work deficiency, stress, and intrapersonal issues with coworkers, as well as ongoing praise for excellent work. Provides indirect support to other district staff through training support and daily questions that arise. Conducts informal evaluations on a quarterly basis, and formal evaluations on an annual basis, to review expectations and job performance of the Business Office staff. Participates in staff selection interview processes. 2. Manages the financial affairs of the District, including investments, establishing and monitoring budgets, human resource issues, all Business Office procedures, audits, State and federal reports, and so forth. Responds to questions relating to the financial operation of the school district. 20% 15%

2 3. Coordinates, develops, prepares and monitors the District s revenue and expenditure budgets. Coordinates the activities of District staff in order to meet specific deadlines for establishing budgets. Works with Human Resources to update staff management and planning modules in the TIES database system. Downloads data used to calculate salary and benefit projections. Creates reports to send to each department used for building budgets. Assists secretaries in creating budgets for all areas by reviewing history and projecting future activities. 4. Develops procedures and calculates revenues in a manner that captures revenues in an accurate and timely fashion in order to keep cash flow up for continued financial operation. Regarding tuition-based revenues, gathers accurate information in student-billable hours, as well as expenditures, that need to be recaptured. Using several different methods of tuition billing, works directly with Accounts Receivable and the Special Education secretary to calculate tuition. Receives revenues from grants, investments, and other miscellaneous sources. Monitors all District grants, and follows up with staff to ensure that all requirements are completed to recover all grant allocations. In addition to generating accounts receivables for districts, follows up with districts to collect on receivables that are thirty days past due. Conducts much of the follow up via direct telephone contact. Depending upon the situation, works with schools and district staff to correct any billing problems or missing student data. 5. Works with auditors in preparation for the year-end audit, including ensuring that all year-end audit entries are completed. Divides reconciliations among all staff. Works on accounts payable, accounts receivables, pre-paids, liabilities, severance, and so forth. Prepares the year-end management and discussion report, included in the final audit report submitted to the Board for approval. Monthly 15% Monthly 12% 10% 6. Performs related duties of a comparable level or type such as providing financial accounting services to schools on a contract basis, monitoring the business aspects of the Sobriety High Charter School, including accounts payable, journal entries, bank reconciliations, cash receipts, budgeting, monitoring cash flow, and tracking revenues and expenditure patterns. 7. Monitors cash flow and initiates investment activities to achieve maximum returns. Effectively utilizes detailed knowledge of the District s expenditures and revenues in the short term, as well as the long term. 10% 8%

3 8. 9. Establishes and maintains a strong and effective working relationship with member districts and other participating districts in order to better serve them. Meets quarterly with member district business managers. Attends special education directors meetings, and meetings with the superintendent, as needed. Provides statistical information, and financial and historical data upon request. Works with districts on short and long-range planning. Maintains associate memberships with school organizations, which provide ongoing education and training, as well as expands network opportunities. Manages the districts insurance programs by coordinating the district agent of record. Reviews current programs, as well as new programs, which could be options for negotiating employee labor agreements. Provides financial comparisons and options when making renewal decisions. Coordinates and presents materials to the health insurance committee; prepares final recommendations for Board approval. Provides support, assistance or meets other responsibilities as may be assigned by the Superintendent. 5% Quarterly 5% Minimum Qualifications: (necessary qualifications to gain entry into the job not preferred or desirable qualifications) Requires a minimum of a baccalaureate degree in accounting, finance, management or a closely-related field and at least three years of experience in a managerial position in school finance; or an equivalent combination of education, training and/or experience necessary to successfully perform the essential functions of the work. A baccalaureate degree in school finance or accounting, or an MBA is preferred. Certification or Licensing Requirements (prior to job entry): CPA is preferred. Knowledge Requirements: Requires knowledge of: Management and leadership. Specific computer applications such as Excel, Access, Filemaker-Pro, MS-Word, and e- mail. Knowledge of the TIES, or similar software applications, utilized for accounts payable, accounts receivable, purchasing, and payroll. Basic algebra and descriptive statistics. Accounting and school finance, including fund accounting. Skill Requirements: Skilled in: Communications, including oral, written and providing presentations.

4 Physical Requirements: Indicate according to the requirements of the essential duties/responsibilities Employee is required to: Never 1-33% Occasionally Stand Walk Sit Use hands dexterously (use fingers to handle, feel) Reach with hands and arms Climb or balance Stoop/kneel/crouch or crawl Talk and hear Taste and smell Lift & Carry: Up to 10 lbs. Up to 25 lbs. Up to 50 lbs. Up to 100 lbs. More than 100 lbs. General Environmental Conditions: 34-66% Frequently % Continuously Work is performed under normal office conditions and there are minimal environmental risks or disagreeable conditions associated with the work. Work is sometimes performed in outdoor weather conditions when traveling to meetings and workshops. General Physical Conditions: Work can be generally characterized as: Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Vision Requirements: Check box if relevant Yes No No special vision requirements Close Vision (20 in. of less) Distance Vision (20 ft. of more) Color Vision Depth Perception Peripheral Vision

5 Job Classification History: Classification reviewed and revised by Penn, Inc., Human Resource Management Consulting, April 16, 2004.

Comal County Job Description. Prepared Date: Approved By: Commissioners Court Updated: 06/16; 03/17; 02/18

Comal County Job Description. Prepared Date: Approved By: Commissioners Court Updated: 06/16; 03/17; 02/18 Comal County Job Description Job Title: First Assistant Auditor Job Code Number: 187 Department: County Auditor Salary: E9 Employee Name: Employee ID: FLSA Status: Exempt Reports To: Auditor Prepared By: