Please note: To comply with former Governor Kate Brown’s Executive Order, all staff, substitutes and volunteers in K-12 schools are required to be fully vaccinated as of October 18, 2021. Upon hire we will need to collect a copy of your COVID-19 vaccination card or evidence of a qualifying medical or religious exception from the mandate.

JOB TITLE: FISCAL MANAGER

REPORTS TO: CHIEF FINANCIAL OFFICER

The Sherwood School District is currently hiring for a Fiscal Manager to work as a part of a dynamic team. In this position, you will provide expertise in accounting, finance, budgeting, and payroll in a public school district of approximately 4700 students. We are seeking an individual who is excited to grow professionally and who is a good fit with our dedicated team of fiscal professionals.

The Sherwood School District offers many exciting benefits:

• Medical, dental, and vision insurance with fully employer-paid options for the entire family
• Long-term disability
• Employee assistance program
• Flexible spending account
• 403b
• PERS retirement - District pays the employee 6% contribution as well as the employer contribution
• District-paid life insurance
• Tuition reimbursement and professional development

Salary Range: $85,837 - $107,375

Paid Time Off:

• Vacation: 20 days per year for 5 years; 25 days per year after 5 years
• Sick Leave: 12 days each year that carry over to the following year
• Personal Leave: 2 days
• 11 paid holidays

First and foremost, we are seeking a candidate with a mindset of personal growth and who values collaboration with a strong team. Candidates who fit those criteria, but do not necessarily meet all of the requirements listed below should apply if this position is of interest.

Interviews are tentatively scheduled for Thursday, March 16th. The posting closes on Sunday, March 12th.

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WORK YEAR: 260 days

JOB SUMMARY:

Manage all accounting, finance and state reporting functions, assist with the annual audit process, assist with the annual budget process, provide payroll and benefits management services to the Fiscal Services Division, the Administration and to the staff, and manage the District’s use of finance and accounting-related technology.

This is a confidential position.

SUPERVISION RECEIVED AND EXERCISED

Receives supervision from Chief Financial Officer and may receive guidance and direction from Director or designee. Exercises no supervision. May provide guidance or training to fiscal support staff and engage in functional activities.

LEADERSHIP QUALITIES:

• Ability and commitment to build strong relationships at the district office, in the schools, with community partners and stakeholders.
• A willingness to serve and do what is necessary to support success at the school level.
• Committed to the pursuit of excellence: demonstrates a willingness to speak honestly, listen openly, and lead purposefully as a district leader and supervisor.
• Committed to providing innovation and leadership towards reaching extraordinary results in a growing school district.
• Personal and professional honesty and integrity with strong ethical and moral standards; a willingness to learn, grow, and develop as a leader.
• Capacity to work and collaborate with others.
• Innovative and creative problem-solving abilities, engaging others in decision-making, and willing to assume responsibility for decisions.
• Detail-oriented leader who anticipates and proactively responds to challenges and who takes complete, data-based recommendations to the Chief Operations Officer, Executive Director of Human Resources, and Director of Finance.
• A strong work ethic.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Essential duties of this position include the following. Employees in this position perform some or all of the following tasks. Other duties may be assigned.

Accounting and Reporting:

• Assist in preparing for the annual audit.
• Compute annual indirect costs for budget purposes and for grant applications.
• Prepare journal entries for cash receipts, investment entries, coupons, pool interest, property taxes, and federal funds.
• Assist in required closing of end of year general ledger accounts and preparation for the annual financial report.

Finance:

• Manage cash flow related to cash requirements. Account for investment and pool earnings.
• Assist in preparation of budgets for areas such as utilities, insurance, debt service, and Sherwood Charter School.
• Manage development of the payroll performance for the district budget.

State and Federal Reporting:

• File required financial reports related to district grants.
• Assist departments with financial information required for grant budgeting and maintenance.
• Coordinate the myriad of Department of Education reporting requirements to ensure that all data collections are met in a timely manner with accurate information.

Payroll:

• Prepare the monthly payroll for all District licensed staff and administrators, enter time, manage payroll deductions, prepare and send direct deposit files, process paychecks, run reports as necessary.
• Responsible for complete reconciliations of payroll functions, including verification of gross and net computations and transactions posted to the General Ledger.
• Manage tax reporting, payment of withheld taxes, w-2 forms and quarterly reports. Balance payroll at the end of each calendar year.
• Work with the PERS EDX system to accurately report all PERS required information. Track new employees, enroll them in the PERS plan, withhold the required amount and work with staff to explain PERS requirements and answer questions. Reconcile monthly PERS statement.
• Manage payroll payables; submit information from payroll to accounts receivable to be paid monthly.
• Assist with the financial information for district union negotiations.

MINIMUM QUALIFICATIONS:

• Education:
• Minimum of Bachelor’s Degree in Accounting and Finance, Business Administration or related field of study preferred.
• Complete submission of Professional Application Materials.

• Preferred Qualifications:

• School district or governmental accounting experience.
• Five years of successful and progressively responsible accounting experience.

• Experience using Infinite Visions accounting system or a similar Enterprise Resource Planning system.

• Interpersonal Skills:
• Team player who works well with others from diverse backgrounds.
• Focuses on solving conflict; maintaining confidentiality; listening to others without interrupting; keeping emotions under control; remaining open to others’ ideas and contributing to building a positive team spirit.

• Language Skills:
• Ability to communicate fluently verbally and in writing in English.
• Ability to respond to common inquiries or complaints from students, parents, staff, regulatory agencies or members of the community.
• Ability to effectively present information to directors, administrators and the Superintendent.
• Ability to read and interpret complex documents such as procedure manuals.
• Ability to write reports and business correspondence.

• Reasoning Ability:
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.

• Computer Skills:
• Advanced Microsoft Excel skills.
• Proficient with Google suite
• Proficient in the usage of accounting, database software, internet software, e-mail and word processing software.
• Ability to type accurately and proficiently.

• Other Skills and Abilities:
• Ability to respectfully and professionally communicate with staff and the community.
• Ability to exercise good judgment and work in an environment with frequent interruptions and competing priorities.

• Certificates, Licenses, Registrations: Certificates as determined by the District including a valid Oregon Driver License.

EVALUATION:

Performance of this job will be evaluated bi-annually.

PHYSICAL REQUIREMENTS:

Ability to perform the requirements of this job description and the assigned duties with or without reasonable accommodation. Within a typical workday, the employee may be required to perform any combination of the following:

In an eight-hour day, the employee may:

• Stand/walk 4-8 hours
• Sit 4-8 hours
• Use voice 7-8 hours
• Utilize computer 4-8 hours

The employee may on a daily basis:

• Bend, kneel, squat, reach
• Climb stairs
• Use hands for repetitive motions, including single grasping, fine manipulation, and pushing/pulling a maximum of 40 pounds
• Drive between District facilities for meetings

WORKING CONDITIONS:

The employee works with groups of staff and students, and on a one-on-one basis. The working conditions are that of a typical office atmosphere and/or school building.

Occasional travel between District buildings is required; occasional travel to area districts or ESDs for meetings and conferences should be anticipated.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee may regularly perform work beyond a standard 40-hour work week when work-load requires.

The work environment varies and includes standard office, school buildings and school grounds settings. The noise level in the work environment is usually low to moderate.

The District complies with the Americans with Disabilities Act by providing reasonable accommodations, as necessary, to allow disabled applicants and employees to perform the essential functions of this job.

AN EQUAL OPPORTUNITY EMPLOYER

Sherwood School District is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, gender, national origin, disability, parental or marital status, age, or genetic information. Reasonable accommodations for the application and interview process will be provided upon request and as required in accordance with the Americans with Disabilities Act of 1990 (ADA) and the ADA Amendments Act of 2008 (ADAAA). Disabled persons may contact Human Resources at (503) 825-5000 for additional information or assistance. Speech/Hearing impaired persons may contact the District for assistance through the Oregon Relay at (800) 735-2900.

OTHER:

Note: This is not necessarily an exhaustive or all-inclusive list of responsibilities, skills, duties, requirements, efforts, functions or working conditions associated with the job. This job description is not a contract of employment or a promise or guarantee of any specific terms or conditions of employment. The school district may add to, modify or delete any aspect of this job (or the position itself) at any time as it deems advisable.