The Assistant Superintendent of Business Services serves as an educational leader and plays an integral role in the District and community activities. The position requires collaboration with Stakeholders and a commitment to improve student achievement and increase the number of students succeeding in college and career. This executive level position plays a key role in the implementation of Board adopted District Goals. The Assistant Superintendent provides sound fiscal management services to the district in accordance with approved policies, procedures, and practices; serves as the primary advisor to the superintendent in all matters related to the business operations of the District; ensures that appropriate fiscal monitoring and maintenance systems are established. The Assistant Superintendent ensures the Lammersville Unified School District operations follow state law, Board Policies, and good fiscal practices by recommending and implementing financial management policies/systems; confers with and advises management and executive personnel on fiscal matters; proposes strategies/approaches and coordinates LUSD’s implementation of such. The Assistant Superintendent exercises considerable independent judgment and is charged with the responsibility for providing fiscal leadership and division support within LUSD. This position is designated as a Classified Management position and is part of the District Leadership Team and the Superintendent of School’s Cabinet.
In collaboration with the Superintendent, the Superintendent’s Cabinet, and the Business Services staff, the Assistant Superintendent initiates, plans, and evaluates programs to meet current and future District needs. The position requires a high level of independence and judgement and the ability to anticipate, modify or adapt systems or programs in order to meet ongoing instructional, technological, and legal changes. The position requires the ability to sequence metrics for analysis of results. Regular contact with leadership at school campuses, District administration, labor leadership and parent community is required. The position also requires collaboration with stakeholders in design and implementation of identified goals and objectives.
As the chief business officer of the District, the Assistant Superintendent will plan, organize, direct and manage District business services, with responsibility for financial planning, budgeting and accounting, payroll, purchasing and contracts, records, risk management, Workers Compensation, health and welfare benefits, facilities, sustainability, funding tied to maintenance and operations; bond facilities and capital projects involving school construction/modernization, student nutrition services, and related management functions. The Assistant Superintendent shall assist in the planning, organization, development and maintenance of the District strategic plan; assures compliance with policies established by the Board of Trustees and with local, State, and federal laws and regulations; provides written support and conveys information as a resource to other school personnel, the Board of Trustees, and other school districts; and maintains adequate staffing to ensure objective of programs and services are achieved within the budget, and perform related duties as assigned.
DIRECTLY RESPONSIBLE TO: Superintendent
Essential functions may include, but are not limited to:
Develops and prepares the annual budget for various District funds (i.e. General, Capital Facilities, Cafeteria, Deferred Maintenance and State Building Funds); assists with the preparation of various District departmental and site budgets; analyzes and reviews budgetary and financial data; controls and authorizes expenditures in accordance with established limitations; maintains an accurate accounting system including payroll and other related areas.
Develops and implements long and short-term plans and activities including recommended prioritization of resources; meets with Superintendent to develop goals, make decisions and provide direction and leadership for the Business Services department; assists in the preparation of Board Meeting Agendas; follows up on Board issues as directed; presents on-going reports to the Board regarding Business Services functions.
Directs the preparation and maintenance of a variety of narrative and statistical reports, records and files related to assigned activities; prepares budget, financial, tax, attendance and other reports as assigned; assures accuracy of federal and State reporting associated with areas of responsibility; prepares and maintains records and reports including property contracts, insurance policies, legislative updates and other related reports.
Provides the Board and Superintendent with information and data to support recommendations and decisions; informs the Board and Superintendent of matters related to Business Services functions and necessary policy changes; monitors and reviews existing and proposed laws affecting areas of responsibility.
Communicates effectively and promptly with other administrators, District personnel, other public representatives and contractors to coordinate activities and programs, resolves issues and conflicts and exchanges information to assure effective solutions.
Attends Board meetings and participates in deliberations on various matters related to business, finance, negotiations, facilities and planning, legal issues, and other topics as appropriate.
Provides technical expertise regarding areas of assigned responsibility; formulates and develops policies and procedures; reviews and evaluates services and make necessary adjustments; provides leadership in improving operating efficiencies to assist the District in containing costs without a negative impact on the educational program.
Plans, implements and administers the District’s risk management programs including workers’ compensation, property, liability, student accident insurance and safety; assures compliance with CAL-OSHA regulations, and State, federal and local laws.
Represents and negotiates District interest as directed by the Board of Trustees in project planning and interagency relations with State and local government, business agencies and staff as directed.
Assists negotiations of contracts with outside organizations such as auditing, financing, legal and others. Serves as an advisor for the District negotiations teams in collective bargaining with both certificated and classified bargaining units.
Serves as the District liaison to local agencies, including cities and counties as directed.
Provides for professional growth through active membership and participation in professional organizations; maintains knowledge of new procedures and legislation in areas of responsibility.
Supervises, develops, and evaluates the performance of assigned staff; makes employment recommendations; recommends transfers, reassignment, termination and disciplinary actions; plans, coordinates and arranges for appropriate training of Business Services staff.
Supervises and supports maintenance of pupil accounting procedures, records, and plans for pupil projections.
Has oversight responsibility of the District’s modernization program and facilities.
Serves as a member of the Superintendent’s cabinet; disseminates and communicates information on District fiscal activities and operations, and collaboratively builds consensus among cabinet members, principals and other stakeholders with regard to the financial and operational impacts on student programs and achievement.
Plan, organize, coordinate, direct and manage the financial functions and activities of the bond facilities and capital projects involving school construction/modernization, including management of new construction, modernization, deferred maintenance and long term facilities planning, providing comprehensive financial and technical oversight on all projects for the District and delivery of school facilities that are safe and of high quality.
Plan, organize, coordinate, advise and support the functions and activities of the District bond citizens’ oversight committee and bond program planning committee.
Oversees the functions and activities of the student nutrition services and wellness unit, including the operation of District student nutrition and wellness programs, personnel, and facilities in conformance with the District’s School Wellness Policy and other Board Policies, federal and State regulations, local and State health ordinances.
Direct appropriate bid and acquisition procedures in the procurement of District required materials, supplies, equipment and services.
Confer with, advise and counsel subordinates pertaining to unusual and unforeseen problems, issues and concerns, and provide leadership and expertise in the determination of alternative problem solutions.
Counsel, confer and advise District and site personnel and members of the educational community pertaining to various operational problems, issues and concerns.
Participate in the planning, organization and development of the District vision and operational goals and objectives.
Provide leadership and expertise in planning, and in the continuous updating and maintenance of the District master education and development plan.
Aid in reviewing, analyzing and evaluating pending legislation, legal mandates, regulations, and guidelines that may affect the District programs, functions and activities.
Ensures all record keeping and reporting is in accordance with appropriate regulations, policies, and guidelines; recommends new policies as needed; and provides policy oversite in related areas.
Reviews financial and budgeting records for excessive cost overruns, inefficiencies, and fraud, and ascertains District assets are properly utilized, accounted for, and safeguarded.
Reviews and approves all grant applications assuring quality and consistency
Develops policy recommendations for the Board of Trustees and Superintendent concerning finance and business operations.
Is responsible for leading the preparation and administration of the district budget. Leads the department in preparation of a long term financial plan in conjunction with the Superintendent; oversees the cash flow operations of the District and ensures available funds are invested.
Performs related duties as assigned.
KNOWLEDGE, SKILLS, AND ABILITIES:
General principles of leadership, management, negotiations, personnel and public administration;
Technologically appropriate applications of office practices and procedures;
Knowledge of principles, trends, methods, strategies and procedures pertaining to the management of fiscal management functions and activities;
Audit, fiscal and operational controls, planning, research and development methods, techniques, procedures and strategies; principles, methods, techniques and strategies of a modern organization, management and supervisions;
Legal mandates, policies, regulations and guidelines pertaining to educational fiscal management processes;
Bargaining Unit contract and negotiation techniques;
Skilled in current accounting principles and practices;
Principles and practices of administration, supervision and training;
Mastery of school law, contract law, and school district organization;
Funding related to facilities maintenance and operations, food services, school and activity transportation processes and procedures.
Effectively and efficiently plan, manage and direct the District Fiscal functions and activities;
Perform internal audits of special funds and major accounts, and perform a variety of research and development, statistical, financial and operational analyses;
Plan, develop, implement, and maintain budget planning, fiscal and personnel record management, storage and retrieval systems, and operational evaluation and control procedures;
Plan, develop, organize and conduct motivational and team building processes, and train, evaluate and manage the functions and activities of the business services personnel;
Communicate effectively in oral and written form; Understand and carry out oral and written directions with minimal accountability controls;
Establish and maintain cooperative organizational, public and community relationships.
Skills to interpret and analyze complex data and materials and draw logical conclusions; prepare written and oral presentations for the executive level of the organization; and establish and maintain effective working relationships with all levels of staff within the organization.
Ability to analyze administrative and financial systems to identify potential problems and prepare recommendations for identified problems; apply theories and techniques of accounting and basic auditing principles; direct and coordinate diversified activities with all levels of management; evaluate procedures and problems/issues and develop and implement improvements; analyze and interpret applicable laws, regulations, rules, policies, financial data, and other documents; analyze complex data and develop sound findings, conclusions, and recommendations; develop and prepare procedures and standards for the performance of audits; work independently; prepare concise narrative reports; train staff; exercise good judgment; use a computer and a variety of software; communicate effectively, both orally and in writing; prepare work plans, schedules, and reports to meet timelines; establish and maintain effective working relationships; meet the travel requirements of the position; and perform job safely.
MINIMUM QUALIFICATIONS AND EXPERIENCE AND EDUCATION:
Bachelor’s degree from an accredited college/university in business administration, accounting or closely related field is required. A Master’s degree, Certified Internal Auditor or Certified Public Accountant is desirable.
A minimum of five years of responsible and successful finance, accounting, auditing, budgeting, and management experience in school business operations preferred. Senior Management and accounting of major construction/capital projects over $35 million and personnel supervision, in a public school district is desired.
Ability to carry out significant school finance functions with minimal direction, accurately and within schedule deadlines. Experience working in a school district or county office of education; or in a public accounting firm with significant experience in school district accounting, finance, and budgeting.
PHYSICAL DEMANDS AND WORKING CONDITIONS:
Sit for extended periods at a desk, conference table or in meeting rooms; frequently stand and walk; bend, stoop and reach overhead; normal manual dexterity and eye-hand coordination; physical agility to lift and move up to 25 pounds; see and read a computer screen, and printed matter with or without visual aids; verbal communications including the ability to speak and hear at normal room levels; ability to use office equipment including computer terminals, telephones, calculators, copiers and FAX.
Employees in this position will be required to work indoors and/or outdoors in an educational standard environment. Employees may come in direct contact with students, parents, school district staff, outside agency staff, and the public.
Lammersville Joint Unified School District (LUSD) is located in the far western portion of San Joaquin County. Seated at the base of the Altamont Pass, about an hour’s drive from both Sacramento and San Francisco, LUSD boast some of the highest rated schools in the state. As a multi-year recipient of a top-100 school district in the State of California, and recognized as the top performing school district in San Joaquin County, LUSD consists of six K-8 school and one high school. Lammersville is a growing district, with a student population of over 5000 with an expanding community plan to reach nearly 10,000 students. LUSD will be opening a new K-8 school in 2021 and has three more new K-8 school in the works, all to be open by 2025.
The mission of LUSD is to incorporate a collaborative partnership of families, community and staff, to graduate all students with the knowledge and ability to make good choices, to act responsibly, to eventually enter the workforce in a profession of their choice, and to continue lifelong learning. To accomplish this, LUSD will celebrate literacy, problem solving, and building a successful future by ensuring that all first graders can read an...d comprehend at grade level, that all fourth graders can read and write at grade level, that all eighth graders are proficient or proficiently prepared for Algebra, and that all twelfth graders graduate college and career ready.