School Business Official - School Board Secretary/Treasurer

Position Type:
Administration/Business Manager

Date Posted:
9/23/2024

Location:
Winterset District Administration Office

Closing Date:
11/30/2024

Winterset CSD:We will strive for excellence, ensuring all students are
College, Career, and Life Ready.
School Business OfficialTITLE: School Business Official - Board Secretary/Treasurer
DEPARTMENT: District Office
REPORTS TO: Superintendent
RECEIVES GUIDANCE FROM: Superintendent and Board of Education

BASIC FUNCTION: Assist the School Board and Superintendent in the development, implementation, and management of the school district's certified budget and resources to meet the priorities of the district in accordance with all applicable state and federal laws and regulations. Establishes sound fiscal and budgetary policies and practices that provide for an accurate accounting system that provides the best possible educational services for the students within the district based on available resources.

QUALIFICATIONS:
Required:

1. School Business Official (SBO) Authorization or must obtain authorization upon accepting the position.
2. Strong accounting background
3. Ability to prioritize important tasks and meet deadlines.
4. Knowledge of Generally Accepted Accounting Principles (GAAP) and computer skills

1. Previous experience in a similar position
2. Understanding of Iowa School Finance
3. Experience with payroll
4. Strong Communication skills

1. Exhibits essential dispositions and ownership of the district mission of "We will empower a community of lifelong learners who strive for personal excellence through meaningful relationships and real world, authentic learning experiences. "
2. Exhibits essential dispositions and ownership of the districts core values;
   1. Excellence - high expectations for all in everything we do
   2. Innovation - in our approach to problem solving and learning
   3. Pride - in self, others, school, and community
   4. Relationships - amongst all stakeholders as foundational to our success.
   5. Sense of Belonging - where all students, staff, and community members feel valued and connected.
3. Exhibits essential dispositions necessary to build positive working relationships with administration, colleagues, parents, students and the Winterset community.
   1. Ability to Affirm and Encourage Others
   2. Ability to Grow Groups
   3. Self-Control
   4. Social Skills
   5. Self-motivated
   6. Optimistic
   7. Ability to Demonstrate Genuine Caring
4. Exhibits effective communication skills
5. Demonstrates the ability to be self-directed and problem solve
6. Demonstrates enthusiasm towards learning and continuous growth as an educator and individual.
7. Demonstrates a positive attitude towards others.
8. Demonstrates self-efficacy in that their actions empower others to learn.
9. Demonstrates confidentiality as needed and required.
10. Seeks out opportunities to improve professional competence through professional development.
11. Identifies individually and collaboratively areas for growth and seeks out opportunities to grow in these areas.
12. Complies with all Winterset Community School District Board Policies, Handbook Policies, and Contractual Responsibilities.

1. Interacts positively with staff and students.
2. Develops and maintains a professional rapport with other staff
3. Displays a positive attitude.
4. Participates effectively as a team member.
5. Responds appropriately to, and acts on, constructive feedback.

1. Prepare and submit financial reports and list of bills to the board and superintendent at least monthly.
2. Custodian of all financial records of the district.
3. Publish or submit for publishing, all legal notices concerning district business.
4. Review and sign all warrants.
5. Deposit and record income for all funds. Keep accurate accounting records for all funds.
6. Ensure that all claims are approved and merchandise received; create and prepare a list for board approval; pay and distribute all claims approved by the board.
7. Reconcile all bank accounts monthly.
8. Develop and monitor all accounting procedures within the district to ensure compliance with auditor standards.
9. Maintain appropriate records for all school employees. Monitor compliance with master contract provisions.
10. Prepare or assist in the preparation of contract agreements for all employees.
11. Oversee the district's investment portfolio.
12. Serve as District's Food Service Director with all required training, by providing oversight of FSMC, and completing annual applications and reports.
13. Manage the district's insurance and benefits program.
14. Maintain, oversee, and establish guidelines for petty cash.
15. Maintain regular, ongoing communication with district staff.
16. Complete and submit Certified Annual Report (CAR) and certified budget in accordance with established deadlines and procedures.
17. Prepare for and maintain records for all district elections.
18. Prepare reports for the collective bargaining representatives as required or requested and appropriate. Prepare negotiation materials.
19. In conjunction with other district staff, complete and submit the following reports: Annual Financial Reports, Annual Transportation Report, Non-Public Transportation, Special Education, Title I, Title II, Title VI, Teacher Quality, Nutrition (monthly), Preschool, IDEA Part B, and Other reports, as needed.
20. Prepare agreements and contracts as directed by the superintendent and the board.
21. Prepare billing for open enrollment and special education.
22. Prepare for and complete all SBRC supplemental weighting documents.
23. Oversee, provide direction to, and evaluate accounts payable and employee specialist personnel.
24. In collaboration with the superintendent and board president prepare and publish board meetings and board packet materials on simbli.
25. Attend all regularly scheduled board meetings as well as any special board meetings or board work sessions as requested by the board and/or superintendent.
26. Demonstrates competency in the 9 IASBO Standards and supporting criteria.

1. Demonstrates punctuality and regular attendance

1. Adheres to school, and district policy and procedures.
2. Organizes the offices to assure a smooth and efficient operation.
3. Focuses on assigned tasks while on dut.