Treasurer - Wellington Exempted Village Schools - Orlando, United States - BUCKEYE ASSOCIATION OF SCHOOL ADMINISTRATORS

Description

Treasurer – Wellington Exempted Village Schools

Start Date
08/01/2024
Duties


WELLINGTON EXEMPTED VILLAGE SCHOOLS JOB DESCRIPTION

JOB TITLE:

SCHOOL TREASURER

RESPONSIBLE TO:
Board of Education (herein referred to as "Board")


DEFINITION:
The School Treasurer is the chief financial officer of the Board of
Education. The School Treasurer reports directly to the Board and has all the powers
and duties imposed upon the office by statute.


MAJOR POLICY RESPONSIBILITY:
The School Treasurer assumes responsibility for
the receipt, safekeeping and disbursement of all District funds, and directs and
manages all financial accounting programs and systems of the district.

KEY FUNCTIONS:
A


LEADERSHIP:
An effective treasurer, in collaboration with the district
superintendent and the board of education, develops, implements and monitors
policies and procedures based on sound fiscal practices and the analysis of
financial resources that support the district's strategic plan for achieving its goals.
The treasurer is an integral member of the district leadership team and strives to
maintain an effective working relationship with the superintendent and the board
of education.
The treasurer works with stakeholders to ascertain a reasonable long-term view
of the fiscal stability of the school district and uses financial data to make
informed decisions; when called upon, the treasurer must use these same skills
to propose options to respond to a changing fiscal reality in the short term.
The treasurer provides oversight of personnel under his/her direct supervision
and monitors the fiscal resources and financial data of the district. The treasurer
regularly informs the district leadership team and board of education of the
district's financial position and its sustainability and potential impact on the
instructional programs and personnel.

Representative Elements:

• Participates as an integral member of the district leadership team.
• Works with the district superintendent and board of education, with input from other

stakeholders, reviews, develops, aligns and implements policies and procedures.

• Participates with the district superintendent and the board of education in the

development and implementation of a district strategic plan.

• Establishes and manages sound fiscal practices to support the educational process.
• Supports the effective use of data.
• Responsible for providing leadership to Treasurer's Office employees in establishing

a culture of trust, efficiency, and high ethical standards.
B


FINANCIAL MANAGEMENT:
The School Treasurer demonstrates a clear
understanding of financial resources and manages those resources in
collaboration with the board of education and district leadership.
An effective treasurer must know and be able to demonstrate the principles
associated with school finance, budgeting, financial planning, accounting
auditing, financial reporting, cash management, investments, debt management,
grant management and the technology to maintain the efficient financial
operations of the school district. The treasurer is responsible for maintaining the
public trust in the financial integrity of the school district by following and
complying with acceptable financial accounting, auditing and reporting
procedures. The treasurer must also comply with the state and federal laws
governing school finances.
Another essential role of the treasurer is to assist the district leadership with
future planning by forecasting income and expenditures to meet the district's
strategic plan. Therefore, the treasurer must remain knowledgeable of district
contracts, bargaining agreements and program changes. The treasurer is
regularly and systematically collecting and analyzing the financial data of the
district as conditions change by employing current technology and software.
The treasurer serves on the district records commission and must comply with
applicable Ohio public laws.

Representative Elements:

• Collects, analyzes and interprets financial data for budgeting, forecasting and

decision-making.

• Effectively manages district financial accounts including cash, budgetary, debt

service, revenue and grant management.

• Demonstrates knowledge, performance and accuracy of standard accounting

practices, auditing procedures and accurate financial reporting.

• Demonstrates knowledge of and compliance with state and federal laws.
• Provide key data to the board of education's negotiating team and evaluates financial

impacts to proposed contractual changes.

• Executes depository contracts with eligible banking institutions through established

legal procedures consistent with the Uniform Depository Act.

• Responsible for all deposits of public funds of the school district.
• Certifies and encumbers funds for all purchases and requisitions for supplies and

services.

• Responsible for receiving all invoices, matching with purchase orders receiving

documents and payments.

• Maintenance of a complete and systematic set of financial records in accordance

with State of Ohio statute and the Auditor of the State of Ohio.

• Responsible for the preparation of warrants (checks), recording of disbursements

and all records related to school district funds.

• Responsible for efficient operation of payroll functions to ensure proper personnel

records; maintenance of employee absentee, retirement, leave records and benefits.

• Administers the school district policy on a student's tuition invoicing and collection.
• Serves as official custodian of fiscal records of all federal, state, local and

foundation grant programs.

• Renders a monthly financial report(s) to the board of education.
• Exercises authorized investment methods for protection of cash at a reasonable

investment return and provides for the safe keeping of invested funds and securities.

• In cooperation with the superintendent and/or designee, develops, presents and

files tax budget, annual budget, appropriation resolution and spending plan.

• Prepare paperwork necessary for filing operating and bond issues with board of

elections and county auditor.

• Prepares Five Year Forecast with reasonable, clear assumptions for review by the

superintendent and board of education and files that plan with the Department of
Education.
C.

FACILITIES, PROPERTY AND CAPITAL ASSET MANAGEMENT:
The School
Treasurer provides fiscal leadership in the management of capital assets and
support services.
An effective treasurer oversees the capital assets and services of the school
district including the property, buildings, materials and equipment that requires a
systematic purchasing and maintenance system. Facilities, property and
maintenance systems and services have a direct impact on the learning process
and student achievement; therefore, the treasurer develops and implements an
effective and efficient facilities and property plan that includes the procedures to
acquire and maintain products and services needed for the district. The
treasurer monitors district operations by systematically and regularly reviewing
costs and reports that include, but are not limited to, labor, purchasing and
inventory, government subsidies, maintenance, utilities, technology and
replacement and security of assets. The treasurer also is responsible of the
disposal of district property.
The treasurer participates with the leadership team on the oversight of district
construction projects. Specifically, the treasurer oversees compliance with the
financial policies and procedures related to district construction projects. The
treasurer supervises debt, bonds and other financial instruments related to
construction and operations of the district facilities and services.

Representative Elements:

• Acquires and maintains building and capital assets.
• Secures financing for capital projects.
• Provides financial oversight and analysis of fiscal implications to the district support

services.

• Maintains a system of controls for inventory of equipment and physical assets.
• Prepares necessary paperwork for the filing of bond and operating levies with the

county auditor and board of elections.

• Prepare necessary information needed for decision-making of operating and bond

levies.
D


COMMUNICATION AND COLLABORATION:
The School Treasurer
communicates and collaborates effectively with the board of education, district
leadership and stakeholders.
The effective treasurer values communication with all stakeholders. Particularly,
the treasurer has procedures in place to facilitate regular and direct
communication and collaboration with the school superintendent and board of
education. The treasurer establishes and values communication with school
personnel and other engaged external stakeholders to communicate the district's
strategic plan and collaborate to achieve the district's financial goals and
objectives.

Representative Elements:

• Demonstrates competence in the communication of financial information to all

stakeholders.

• Communicates effectively and openly while demonstrating a willingness to

collaborate with internal stakeholders and external stakeholders including media.

• Responsible for providing support for external and internal auditing processes.
• Is responsible for ensuring the actions of the Board are completed and any necessary

filings are executed in the areas that include but are not limited to; employment, levy
and bond issues, notifications to other entities of the Board's actions.

• The treasurer is able to communicate financial information in multiple formats using a

variety of communication platforms.
E


PROFESSINALISM:
The School Treasurer is committed to a high level of
professionalism in his/her conduct and adhere to established ethical standards.
The effective treasurer is a professional who recognizes they are in a unique
position to influence the strategic plan of a school district and the students that it
serves. The treasurer practices the highest standards of integrity, honesty, and
fairness.
The treasurer remains vigilant and current with local, state and federal
compliance laws, rules and regulations.
The treasurer continues to expand his/her knowledge and skill and is committed
to lifelong learning, continuous professional development and advocacy for the
improvement of fiscal laws and regulations through their participation in local,
state and federal professional organizations.

Representative Elements:

• Understands, upholds and complies with professional ethics, including the Licensure

Code of Professional Conduct for Ohio Educators (LCPCOE) and Ohio Ethics Laws.

• Models and expects fairness, honesty and consistency in the performance of duties.
• Maintains compliance with applicable local, state, and federal laws, rules and

regulations and district policies and procedures.

• Maintains a strong commitment to professional development.
• Collaborates with peers for the advancement of the profession.
• Acquires a bond sufficient for the board.
• Attends all board of education meetings and special meetings as requested and

records accurately the minutes of those meetings.

• Provides and shares with the administrative staff the responsibility for counseling

staff members in the area of insurance benefits provided by the board of education.

• Conducts other duties related to the treasurer's responsibilities as assigned by the

board of education as prescribed by law.


QUALIFICATIONS:
Possess a valid Ohio school treasurer's license.
A degree in accounting or business administration or its equivalent
is desirable.

TERMS OF EMPLOYMENT:
Contract days and salary negotiable


EVALUATION:
OHIO Treasurer Evaluation System
Annually by the Board of Education

Experience Required
Possess a valid Ohio school treasurer's license. A degree in accounting or business administration or its equivalent is desirable.

Wage or Salary
TBD – Competitive with the area
Approximate Work Hours or Days
Negotiable
How to Apply
The following position is available for appointment. Applications will be accepted until May 21, 2024. Eligible
persons possessing the required qualifications and wishing to be considered for the position should apply in
writing or by email. Include a statement of qualifications with your application and send it to Lindsay Bowman,
Administrative Assistant to the Superintendent, 305 Union Street, Wellington, Ohio 44090 or via email at
.
Looking for a new job? A better job? Join the workforce in the area

You have come to the right place for what you need to know about available jobs, our fantastic local employers, and our great community

#J-18808-Ljbffr