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Job: Chief Financial Officer

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Job Description

 Ref: TBD


BASIC FUNCTION:  Direct, lead, plan, coordinate, supervise and evaluate the District’s financial, compliance, fiscal aspects of risk management, accounting, and procurement and distribution, and is principal support to the Senior Administrative Leadership for Business Services; supervises, reviews and evaluates the directors and managers.  Maintain confidentiality of all personnel matters; some duties will involve access to confidential information concerning employer-employee relations.  

REPRESENTATIVE DUTIES: Develop Master Control Tools for budgeting, financial reporting; interim reports and unaudited actuals. Develop and direct economic forecasts and multiyear financial forecasts. Oversee the management of the budget development process, financial reports, audits, compliance reports, cash flow management, internal controls, workers’ compensation utilization, employee benefits costs, procurement requirements, Redevelopment Agency revenues, and property and liability coverage. (Incumbent may perform any combination of the essential functions shown below. This position description is not intended to be an exhaustive list of all duties, knowledge, or abilities associated with this classification, but are intended to reflect the principal job elements accurately.)


  • Plan, organize, lead, direct, evaluate and coordinate a variety of programs, projects and activities related to the financial functions including Budget, Accounting, Accountability & Compliance, fiscal aspects of Risk Management, Audit, and Procurement and Distribution.
  • Serve as the Chief Financial Officer for the District, implementing programs to assure the financial stability of the District and approving financial plans and budgets.
  • Direct and review the administration of financial activities via appropriate administrators and staff.
  • Formulate financial analysis, and provide financial data as required for District labor negotiations; assist in preparing and/or presenting the District’s position in collective bargaining negotiations.
  • Direct the District’s investment program and cash management; serve as the primary liaison with Alameda County and Alameda County Office of Education with regards to the District’s investments and functions as the custodian of a variety of trust funds.
  • Prepare, administer, and control the annual general fund and all special fund budgets, coordinate and verify all student enrollment and attendance reports required by the State.
  • Provide technical expertise regarding assigned functions; formulate and develop policies and procedures.
  • Develop and implement long and short-term plans and activities for assigned areas and the District.
  • Provide advice and counsel to the Senior Administrative Leadership for Business Services, Board of Education and others on matters pertaining to assigned areas of responsibility.
  • Communicate with other administrators, District personnel and contractors to coordinate activities and programs, resolve issues and conflicts and exchange information.              
  • Assist staff in budget development and administration when necessary, including maintenance of financial, position control, and functional supervision over financial management of student-body activities in all schools.
  • Establish and maintain internal control.
  • Oversee the District’s claim, loss, and accident history, and identify methods to eliminate or minimize risks and possible losses.
  • Assist the Senior Administrative Leadership for Business Services in representing the Financial Services Division in meetings with administrative staff, the Board of Education and its standing committees.
  • Attend and actively participate in the Alameda County Office of Education’s Chief Business Official Meeting.
  • Coordinate management information systems as it pertains to the financial, encumbering, accounting, human resources, position control, and payroll, budgeting functions of the District.
  • Centralize accounting for expenditures and property, expenditure forecasting, cash-flow management, investment of surplus funds, maintenance of official accounting records, and related functions.
  • Consult with and advise administrators regarding legal and procedural requirements of the school District’s financial management.
  • Promote the establishment and maintenance of a partnership between educational programs and business services.
  • Hire, manage, motivate, develop and evaluate assigned staff; includes hiring, resource allocation, coaching, performance management, and development of staff.
  • Attend meetings of the Board to present and assist with the interpretation of the financial condition of the District.
  • Perform related duties as required.


The District determines whether a candidate is qualified based on fulfillment of prerequisites, relevant work experience, ability to perform the essential functions, reference checks, effective interpersonal and communication skills demonstrated by interview performance and/or writing samples, and achievement on performance-based assessments (if applicable) that demonstrate the candidate possesses the requisite knowledge, skills and abilities.  Meeting prerequisites only satisfies the initial screening process and does not indicate the candidate is qualified to perform the essential functions of the position.


Legal bases and sources of finances of California public education

Theory and practice of accounting, business administration, budgeting, auditing, payroll, position control, fiscal management and fiscal aspects of risk management with emphasis on governmental operations

Budget preparation and control

State laws, the California School Accounting Manual (CSAM), and Government Accounting Standards Board (GASB), Generally Accepted Accounting Principles (GAAP) and other regulations affecting school district financial affairs

Principles of organization, management, systems analysis, budgeting, staff development, communications and personnel administration

Concepts and applications of electronic data processing

Planning, organization and coordination needed for assigned program

Diverse academic, socio-economic, cultural, ethnic, and disability backgrounds of District staff and students

Correct English usage, grammar, spelling, vocabulary and punctuation

Computer software, hardware, and related technology


Formulate, organize and administer a wide variety of major organizational units involving business, finance, accounting, payroll, procurement and distribution and fiscal aspects of risk management

Supervise and evaluate staff from diverse backgrounds

Communicate effectively both orally and in writing

Interpret, apply and explain rules, regulations, policies and procedures

Analyze situations and complex financial data accurately and adopt an effective course of action

Work independently

Prepare comprehensive narrative and statistical reports

Maintain, through subordinates, the accuracy and currency of records and reports, while meeting regular and special demands for data

Operate personal computer, related software, and other office equipment


A Bachelor’s degree from an accredited college or university with a major in business administration, public administration or education with a specialization in school administration. Five to ten years of increasingly responsible management experience with a medium to large school district.  Three to seven years of professional-level analytical or managerial experience, including at least five years of experience involving budget development and monitoring, payroll, position control,  accounting, financial reporting, financial analysis, fiscal aspects of risk management, procurement and compliance.

Master’s degree strongly preferred

Experience in medium size district of 5,000 or more students preferred

Valid California Driver’s License


Employment eligibility will include fingerprints, tuberculosis and/or other employment clearance



Office and diverse school site environments; driving a vehicle to conduct work; fast-paced work; constant interruptions


Consistent mental alertness; sitting or standing for extended periods of time; lifting, carrying, pushing, and pulling objects up to 30 pounds, occasionally 30+ pounds; bending and twisting at the waist, reaching overhead, above the shoulders and horizontally; dexterity of both hands and fingers while performing duties; seeing to read, write and use the computer; hearing and speaking to exchange information, in person or on the telephone, and make presentations.


The Oakland Unified School District does not discriminate in any program, activity, or in employment on the basis of actual or perceived race, religion, color, national origin, ancestry, age, marital status, pregnancy, physical or mental disability, medical condition, genetic information, veteran status, gender, sex, or sexual orientation.

Primary Location: Financial Services

Shift Type: Full-Time

Job Contact Information

Applications will be accepted
Tuesday, October 24, 2017 12:00 AM  -
Thursday, March 15, 2018 11:59 PM
(Pacific Standard Time)


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