Manager of Financial Services

Sacramento, CA, United States

Job Description Job Description Description: Under the general supervision and direction of the Chief Business Officer, the Manager of Financial Services provides leadership and management of the daily operations in the Financial Services Department; assists in leading the planning, organizing, assigning, supervising, directing, and evaluating the work of all aspects of the department. As an employee of Destiny Christian Academy, the Manager of Financial Services will adhere to the policies and procedures as delineated in the DCA employee handbook. The Manager of Financial Services will oversee all aspects of Accounting and Tuition and Billing and will work collaboratively with the Manager of Human Resources within the DCA Business Office.

Requirements: RESPONSIBILITIES AND DUTIES:

Leads, and monitors, the analysis of DCA fiscal status including cash flow, accounting transactions, fund balances, budget administration, expenditure control, average daily attendance (ADA), revenue projections, and expenditure projections.

Prepares a variety of financial, statistical, and budgetary statements and reports for submission to local, state, and federal agencies; analyzes and reconciles financial statements; oversees and assures the maintenance and retention of various administrative and financial records and information.

Provides guidance in the areas of budget development, fund accounting, report preparation, and compliance with applicable laws and regulations.

Provides technical expertise, information, and assistance to DCA regarding assigned functions; assists in the formulation and development of policies, procedures, and programs; identifies resource needs; develops and implements policies and procedures; develops and implements goals, objectives, and priorities for assigned areas.

Prepares and presents department reports and other necessary correspondence.

Administers the audit function in assigned areas.

Provides support, assistance, training, and direction to DCA in all areas of fiscal and business services through correspondence, on-site visits, meetings, and workshops; helps in areas related to current accounting and business procedures and practices, staffing levels, and internal controls.

Responds to and resolves difficult and sensitive inquiries and complaints; provides financial/budget analysis and recommendations to program administrators.

Directs the preparation and maintenance of a variety of narrative and financial reports, records and files related to assigned activities and personnel; assures timely and accurate submission of reports.

Directs, prepares, and presents a variety of special projects in related areas as assigned.

QUALIFICATIONS:

The qualifications listed in this document are the minimum qualifications required to successfully be considered and hired for the position.

Any combination equivalent to: Bachelor’s degree in accounting/finance, or related field.

Five years’ increasingly responsible management experience including work in accounting, or financial management is required, preferably including at least three years’ experience in a supervisory capacity.

Proficient ability to use a personal computer; software and databases specific to DCA including but not limited to Microsoft Office (word, excel, PowerPoint, etc.) and Google platforms (google drive, docs, sheets, slides, calendar, forms, etc.), Internet, and Microsoft Outlook.

Applicable knowledge of computer software programs for data storage and retrieval, word processing, spreadsheets, scheduling, data management and complex calculations.

General knowledge of financial/accounting principles and practices; ability to establish and maintain effective relationships with peers and employees; and make recommendations effectively in oral and written form.

Demonstrates good judgement, is approachable, and a professional attitude and demeanor.

Strong organizing, planning, and customer service skills.

Knowledge of school accounting, non-profit accounting, GAAP, finance, budgeting, and information systems principles and procedures.

Knowledge required to review and interpret technical information, write technical materials and/or speak persuasively to implement desired actions; and analyze situations to define issues and draw conclusions.

Mental acuity to manage, interpret and implement rules, make policy decisions, evaluate results, and make determinations relative to the effective performance of the tasks relating to the business services department.

Ability to analyze and interpret policies; develop and implement policies and procedures; train and evaluate staff; facilitate meetings; and communicate with people of varied cultural and educational backgrounds.

Knowledge of Sage, Bill.com, Divvy, and FACTs platforms a plus.

PHYSICAL DEMANDS:

This position’s duties are normally performed in a standard work environment based on the activity scheduled. Some physical effort is required; therefore, the employee must occasionally lift and/or move up to 50 pounds. He or she may be required to walk or sit for extended periods and may be exposed to outside weather conditions, including but not limited to heat, cold, humidity, rain, and direct sunlight. Manual dexterity and coordination are required over 50% of the work period while operating equipment, such as a computer keyboard, mouse, calculator, and other similar machines.

WORKING CONDITIONS:

Working conditions are dynamic. This requires the willingness to work a flexible schedule that may require occasional weekend and/or evening hours. The employee will be using his or her personal vehicle; therefore, he or she must hold a valid driver’s license in the state where he or she is based and have appropriate auto insurance as required by law. The employee needs to be able to work in a fast-paced environment, prioritize work assignments, and do well under pressure. He or she must also demonstrate professionalism and integrity, take initiative, and exercise confidentiality. Finally, the employee must understand and apply all school policies and procedures, follow instructions, be detailed oriented, and have good follow-through on all projects.

NOTES:

This job description has been reviewed to ensure that only essential functions and basic duties have been included. The description in no way states or implies that the duties and responsibilities stated above are the only duties to be performed by the individual(s) within this position. All requirements, skills, and abilities included here have been determined to be the minimal standards required to perform this position. The individual(s) may be called upon and required to follow other instructions or perform other duties instructed by his/her supervisor that is consistent with the purpose of this position, department, and/or school objectives. Destiny Christian Academy expressly reserves the right to change this job description and the duties assigned to the individual periodically as deemed appropriate in Destiny Christian Academy’s sole discretion.

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