Chief Financial Officer

Chief Financial Officer Harrisburg School District - Job Description

Harrisburg School District - Human Resources - Job Description

JOB INFORMATION Job Title: Chief Financial Officer Reports To: Superintendent Employee Group: Administrative Location: Central Office Certificated / Non-Certificated: Non-Certificated Department: Business Office Classification / Range: A Supervises Staff: Yes FLSA Status: Exempt Shift/Schedule: M-F (evenings / weekends as needed Work Year/Days: 12 Months / 260 Days New Position / Updated: 10/01/2026 Prepared/Revised Date: 2/2/2018 Board Approval / Resolution:

JOB SUMMARY / POSITION PURPOSE To plan and manage the daily financial affairs and risk management of the school district. Monitors the overall financial state of the District and manages accounting system and procedures to ensure accurate information is readily available to make sound financial decisions.

ESSENTIAL FUNCTIONS # Essential Duties % of Time 1 Develops budget guidelines, prepares the budget, assists administrators in review of the budget and coordinates the presentation of, justification for, and preparation of additional analyses required to understand the budget proposal for action by the Board. 5% 2 Abides by, monitors and enforces staff compliance with federal, state and local school laws and regulations, mandated programs, District policies and administrative regulations and applicable collective bargaining agreements with District employees. Abides by, monitors and enforces staff compliance with specified assurances and requirements in all government programs, public or private grants and public or private contracts Maintains expertise in generally acceptable accounting procedures relevant to these duties including those established by PDE, District policies affecting District personnel or finances. Stays current on legal issues affecting financial operations of transportation and food services in the District. Recommend changes to District policies or administrative regulations and provide input into collective bargaining. 10% 3 Establishes and supervises a program of accounting and reporting for the financial affairs of the District to include, appraisal of existing accounting and financial policies and procedures as to their adequacy and effectiveness; and preparation of a District-wide plan for the management of school activity, student body, and school-based internal funds. Continuously monitors and implements effective procedures to safeguard all such funds. 5% 4 Oversees processing invoices and receipts; establishes controls for transfer of budgeted funds, as requested by program directors, department heads, and school administrators; and completes, monitors, and reports the activities applicable to state and federal funded activities. 5% 5 Develops and implements procedures consistent with Board policy and applicable law and regulations on cash management and investments. Provides for investment of surplus funds. 5% 6 Prepares appropriate financial reports to record data as required by state and federal agencies and to provide information for management decisions; files a financial report annually for audit by an independent certified public accountant, coordinates the programs for outside auditors and implements audit suggestions on a timely basis; and submits periodic statements to the Board detailing the status of the budget appropriation. Prepares and file financial reports required for compliance with grants or contracts. 5% 7 Develops, oversees, and administers a comprehensive, legally compliant program for securing the purchase of supplies, equipment, maintenance and contracted services to include: the review or preparation of bidding documents, including notice to bidders, instruction to bidders, specifications and the form of proposal, and 5%

Chief Financial Officer Harrisburg School District - Job Description

Harrisburg School District - Human Resources - Job Description development of a fixed asset inventory for insurance and control purposes. 8 Oversees business, facilities, food service, transportation and payroll functions. 5% 9 Tracks and secures accounting, payroll, and other personnel administration data to include the number of personnel, dollars involved with such personnel, and all other related data concerning professional and support staff; verifies employee services and prepares special reports required for income tax, social security, and other special withholdings; prepares pertinent fiscal data for negotiations, including data relevant to benefit programs; and assists in the selection, evaluation and recommends revision to employee health insurance programs. 5% 10 Establishes procedures for record keeping and maintains all records that audit and legal requirements demand, reviews and updates form designs as needed and provides standard operating procedure manuals for the effective workflow of paper processing. 5% 11 Manages, monitors, evaluates, and procures the District insurance and oversees risk management programs. Recommends purchase of and secures adequate insurance for real estate and assets based on current value and to cover other liability risks including workers' compensation, liability, automobile, property, student and commercial insurance as appropriate. Coordinates with the Administration to provide training and form committees to protect the assets of the District and shield individuals in the District from liability. In coordination with the Director of Human Resources, oversees employee benefit contract administration and monitors employee eligibility for District health insurance. 5% 12 Provides a continuous evaluation of support service programs and effectively communicates with staff regarding issues involving the educational program and the furnishing of support services to all levels of the school system. 5% 13 Performs the duties of bonded School Board Treasurer in accordance with the Public School Code. 5% 14 Oversees the appropriate maintenance, storage, disposition and retrieval of all non-educational District records. Works with the Financial Advisors, Bond Counsel, and Solicitor in all District refinancing and all debt management issues. Conducts pre-audit work arrange for the internal auditing of school accounts and coordinate all external audits. Reviews athletic, student activities and petty cash funds. Monitors food service accounts. Provides financial data required for grant proposals. 5% 15 Keeps abreast of issues and trends in the areas of school business administration through literature, participation in school business officials associations, and attendance at approved workshops and seminars. 5% 16 Acts as advisor to the Superintendent concerning financial affairs and matters of general importance to the educational program and provides relevant communication to the Board of School Directors, cabinet members, stakeholders and state officials. 5% 17 Provides leadership related to long range, strategic, financial, facilities and debt management planning and participates in the decision-making and policy development processes within the system as well as in professional meetings with administrative staff and colleagues. 5% 18 Performs other duties as assigned. 5% 19 Performs in accordance with school policy, administrative regulations, state and federal laws. 2.5% 20 Serves as a mandated reporter and promptly reports suspected child abuse, neglect, or student safety concerns in accordance with applicable laws, District policy, and administrative procedures. 2.5% 21 Performs other duties as assigned by the supervisor that are job-related and consistent with the classification of the position. N/A

SUPERVISORY RESPONSIBILITIES Area Details Positions Supervised Business, facilities, food service, transportation, technology, and payroll functions. Supervisory Authority Oversees business, facilities, food service, transportation and payroll functions. Abides by,

Chief Financial Officer Harrisburg School District - Job Description

Harrisburg School District - Human Resources - Job Description monitors and enforces staff compliance with federal, state and local school laws and regulations, mandated programs, District policies and administrative regulations and applicable collective bargaining agreements with District employees. Committee / Team Participation Provides leadership related to long range, strategic, financial, facilities and debt management planning and participates in the decision-making and policy development processes within the system as well as in professional meetings with administrative staff and colleagues.

REQUIRED AND PREFERRED QUALIFICATIONS The qualifications below represent the education, experience, knowledge, skills, abilities, licenses, certifications, and clearances required to satisfactorily perform the essential functions of the position. Required qualifications must be job-related and consistent with business necessity. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform these functions. Requirement Details Required Preferred Education Masters Degree in business management, accounting, finance or a related field. X Experience 5-7 years demonstrated knowledge of Pennsylvania public school finance through experience as a public school business manager; or 5-7 years equivalent experience with business and administrative functions. X Preferred Qualifications Graduate degree in or significant coursework in Pennsylvania public school finance together with at least three years of relevant experience with business and administrative functions. X PDE Certification(s), if applicable X PA Child Abuse, PA State Police Criminal History, FBI Fingerprint Clearances Must meet District, state, and federal requirements. X Mandated Reporter Training As required by Pennsylvania law and District procedure. X Act 168 Disclosure Requirements Must satisfy Pennsylvania Act 168 employment disclosure requirements. X Act 24 Arrest/Conviction Reporting Must comply with Pennsylvania Act 24 reporting requirements. X Driver's License, if applicable Valid Driver's License Required

KNOWLEDGE, SKILLS, AND ABILITIES

• Visual acuity and auditory acuity.
• Ability to communicate effectively in all aspects of the job.
• Must possess excellent interpersonal skills.
• Ability to make judgments and work under high level of stress.
• Ability to work as a leader, coordinator and a member of a team.
• Must be courteous and able to effectively manage job responsibilities.
• Must be cooperative, congenial, service oriented, and promote these qualities.
• Ability to work in an environment with frequent interruptions.
• Ability to be respectful and empathetic.
• Ability to communicate effectively, to organize tasks, to handle multiple tasks, and to exercise good judgment.
• Ability to follow written and verbal directions, to read and write, to communicate effectively, to organize tasks, to handle multiple tasks, and to exercise good judgment.
• Ability to establish and maintain productive working relationships with staff, business associates, and general community.
• Ability to work on multiple tasks and prioritize appropriately.

Chief Financial Officer Harrisburg School District - Job Description

Harrisburg School District - Human Resources - Job Description

• Ability to exercise initiative and make independent decisions to reschedule work to meet deadlines or to effectively handle emergency work.
• Ability to recognize areas of concern relating to assigned areas of responsibility and propose or recommend appropriate solutions to problems.
• Ability to work some evenings and weekends, sometimes with little or no notice.
• Ability to recognize areas of concern relating to educational administration issues and propose or recommend appropriate solutions to problems.
• Ability to identify and isolate issues and develop rational solutions to problems.
• Ability to administer policy in a manner consistent with good judgment and sound rationale.
• Ability to recognize changes occurring in society and their relationships to education.
• Ability to generate genuine enthusiasm for positive and meaningful change.
• Ability to understand up-to-date management methods and the ability to apply them to administration and instructional services.
• Ability to maintain a high level of physical stamina, stability, and creativeness.
• Ability to articulate a valid philosophy of education that recognizes the need for appropriate programs to serve a wide range of student abilities, needs, and interests.
• Ability to deal with personnel considerations in a fair, firm, and equitable manner.
• Ability to supervise others using acceptable human relations skills.
• Ability to communicate in both oral and written form.
• Ability to foster and maintain positive relationships with the Board, students, parents, and staff.
• Ability to make appropriate decisions rapidly and with ease, using prudent judgment and common sense.
• Must possess leadership skills.
• Must possess supervisory skills.
• Ability to operate various office equipment.
• Must possess active listening skills and conflict mediation skills
• Plans and prioritizes assignments effectively. Able to handle several ongoing tasks and projects at once.
• Able to adjust to changes in the work environment.
• Reports to work on time, gives a full day's work and makes effective use of time while on the job.
• Maintains a good attitude toward administration, fellow employees and the public.
• Maintains productive working relationship with immediate supervisor.
• Demonstrates the ability to acquire the skill required to operate new and existing software and hardware.
• Ability to compose clear, concise sentences and paragraphs.
• Ability to provide direction to others.
• Ability to create and delegate assignments.
• Shows initiative and the ability to complete assigned tasks without supervision.
• Ability to communicate, comprehend and perform complex computations.
• Ability to compose clear, concise sentences and paragraphs.
• Ability to organize office setting to efficiently accomplish tasks.
• Ability to work independently and make work-related decisions.
• Ability to exercise good judgment in prioritizing tasks.
• Ability to communicate effectively at all organizational levels.
• Ability to appropriately handle confidential information in accordance with district policies.
• Ability to use technology for group meetings, presentations (i.e. overhead, document camera, projector and video equipment).
• Acknowledges individuals' requests and handles them in a friendly and courteous manner.
• Promotes a positive team environment through active cooperation with others.
• Maintains awareness of the School District's policies and procedures. Follows the chain of command.
• When appropriate, incorporates progressive ideas/concepts into daily responsibilities.
• Dresses appropriately for job environment.
• Maintains an excellent driving record.

Chief Financial Officer Harrisburg School District - Job Description

Harrisburg School District - Human Resources - Job Description

LEGAL AND COMPLIANCE REQUIREMENTS

• Complies with Board policies, administrative regulations, District procedures, and applicable local, state, and federal laws, including the Pennsylvania Public School Code, as applicable to the position.
• Maintains confidentiality of student, family, employee, and District information in accordance with applicable laws, regulations, District procedures, FERPA, and other applicable data privacy requirements.
• Complies with applicable regulatory and compliance requirements, including Title IX, Section 504 of the Rehabilitation Act, IDEA, and related laws and regulations, as applicable to the position.
• Serves as a mandated reporter in accordance with Pennsylvania law and completes all required reporting obligations, training, certifications, continuing education requirements, and clearances within established timelines.
• Maintains professional conduct and ethical standards consistent with the expectations of public school employees.

PHYSICAL DEMANDS AND ADA CONSIDERATIONS The physical demands described below are representative of those that must be met to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform these functions in accordance with the Americans with Disabilities Act (ADA) and applicable law. Physical Demand Rarely (less than 5%) Occasionally (5-33%) Frequently (34-66%) Constantly (67-100%) Weight / Notes Sitting X Standing X Walking X Talking (in person, by phone, or in groups) X Hearing (in person, by phone, or in groups) X Vision (computer, near, distance, or peripheral) X Driving Requirements X Computer, Machine, or Tool Use X Computer; Telephone Pushing/Pulling/Lifting Cognitive Demands / Concentration Emotional Regulation / Stress Management

WORK ENVIRONMENT / PRIMARY WORK SETTING

• Typical Office Environment
• Subject to inside environmental conditions
• Subject to outside environmental conditions

EQUAL EMPLOYMENT OPPORTUNITY AND NON-DISCRIMINATION The Harrisburg School District is committed to equal employment opportunity and compliance with all applicable federal and state nondiscrimination laws, including the Pennsylvania Human Relations Act. The District prohibits discrimination and harassment based on race, color, religion, ancestry, national origin, age, sex, sexual orientation, gender identity or expression, pregnancy, disability, genetic information, veteran status, or any other legally protected classification.

Chief Financial Officer Harrisburg School District - Job Description

Harrisburg School District - Human Resources - Job Description This job description is not intended to be an exhaustive list of position duties or responsibilities. The District reserves the right to revise or assign additional job-related duties consistent with business necessity and applicable law. This job description does not constitute a contract of employment. Employment with the District is governed by applicable law, Board policy, and any applicable collective bargaining or individual employment agreement.

ACKNOWLEDGMENT AND REVIEW This job description may be reviewed and updated periodically to reflect changes in the position, operational needs, legal requirements, or District expectations. By signing below, I acknowledge that I have received and reviewed this job description and understand the essential functions and requirements of the position. My signature does not constitute a contract of employment.

Employee Printed Name: Employee Signature: Date

Supervisor/Administrator Printed Name: Supervisor/Administrator Signature: Date