Finance Manager

About Whitnall School District

Whitnall is a district on the rise. With strong community backing, as shown by our recently approved referendum, we are entering an exciting phase of facility enhancements, learning environment upgrades, and programmatic improvements. Much of this work begins this spring, setting the stage for a transformed school experience in the years ahead.

Additionally, Whitnall has launched a new strategic plan that provides clear priorities for student learning, instruction, culture, engagement, and operational excellence. Whitnall is a unique school district that is proud to serve approximately 2,500 students in the Village of Hales Corners, part of the City of Greenfield, and part of the City of Franklin.

Finance Manager

Management

Financial Systems & Software Administration

• Provides oversight and management of the financial system software, Skyward.
• Manages Skyward user security and permissions, ensuring staff have appropriate access rights to system modules.
• Maintains a documented system of accounting policies and procedures.

Department & Subsidiary Fund Oversight

• Oversees the operations of accounts payable.
• Oversees the accounting operations of subsidiary funds, especially their control systems, transaction-processing operations, and policies and procedures.

Transactions

General Ledger & Financial Accounting

• Performs month-end close journal entries.
• Maintains the chart of accounts.
• Maintains an orderly accounting filing system - electronic, all attached within Skyward.

Banking, Cash Management & Disbursements

• Performs monthly bank reconciliations.
• Oversees and monitors cash flow management, investment placement, and daily banking management.
• Ensures accrual accounts (payable/receivable) are paid in a timely manner.
• Ensures required debt payments are made on schedule.

Reporting

Financial Analysis & Administrative Support

• Provides financial analyses and technical assistance as needed, in particular for personnel costs (salary and benefits).
• Ensures timely and accurate retrieval of information as needed in coordination with Administration, Board of Education, and Wisconsin Department of Public Instruction.
• Provides for a system of records management to meet reporting requirements.

State Data & Program Reporting

• Manages and maintains Skyward Finance data to ensure accuracy and readiness for weekly EDI file transmissions to DPI.
• Completes reporting for WiSFiP and WISEdata Finance.
• Manages Medicaid reporting.

Compliance

Grants, Audits & Regulatory Compliance

• Handles IDEA grant management and claiming in WISEgrants.
• Coordinates the provision of information to external auditors for the annual audit.
• Monitors debt levels and compliance with debt covenants.
• Complies with local, state, and federal government reporting requirements and filings.

Accountabilities

• Performs other duties as assigned.