DIRECTOR OF FISCAL SERVICES (BOCES)

02660

                                                                                                                                                              (Competitive)

DISTINGUISHING FEATURES OF THE CLASS

This is important administrative work involving responsibility for the control, organization, administration and planning of budget and fiscal matters for OCM BOCES.  The employee coordinates the budget process by analyzing budget projections and forecasts against the various sources of educational funding to ensure that anticipated needs are met.  Work duties include annual budget preparation, control and maintenance, as well as providing staff support to education administrators in the control of fiscal expenditures.  Supervision is received from the Assistant Superintendent of Administration who allows the incumbent to work independently.  This employee is an integral part of the management team. Considerable latitude is allowed for the exercise of independent judgment in all areas of concern within established guidelines and policies of OCM BOCES and State Education Department.  An employee in this class exercises supervision over a number of professional and paraprofessional level employees involved in the budget process as well as other related departments and their support staff.  Does related work as required.

TYPICAL WORK ACTIVITIES

• • • Reviews the annual school budget with administration and makes recommendations to the Assistant Superintendent of Administration before the document is submitted to the School Board.
    • Ensures that all budgeting functions remain consistent with Generally Accepted Accounting Practices.
    • Confers with administrative officials on budget funding and expenditures.
    • Oversees the preparation and submission of OCM BOCES State Aid reports.
    • Provides support to administrators by recommending alternative fiscal plans and forecasting availability of resources to meet long range needs.
    • Reviews operating budgets to analyze trends affecting budget needs and consults with administrators to facilitate long term planning.
    • Reviews budget procedures and makes recommendations for changes to improve efficiency and cost control.
    • Recommends and coordinates the preparation of special reports, studies and analyses as needed for preparation of the budget and approval of funding and expenditures.
    • Supervises the work of professional staff in reviewing requests, analyzing operations, controlling budgets and preparing reports.

FULL PERFORMANCE KNOWLEDGES, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS

• • • Thorough knowledge of the principles and practices of modern public education budgeting including budget preparation, cost analysis, monitoring and forecasting of expenditures and program evaluation.
    • Thorough knowledge of the educational programs, operations, goals and objectives of the District.
    • Thorough knowledge of the principles and practices of administration as applied to the budget process.
    • Good knowledge of the laws, rules and regulations that govern the operation of a public education system in a large city that may impact and effect budgetary expenditures
    • Good knowledge of the principles and practices of supervision.
    • Ability to express ideas clearly and concisely and to prepare reports of studies and budget analyses for use in the budget process.
    • Ability to review, analyze and make recommendations on budget issues.
    • Ability to identify existing and anticipated budget problems and recommend appropriate solutions.

MINIMUM QUALIFICATIONS

Open-Competitive

1. Graduation from a regionally accredited college or university of one accredited by the New York State Board of Regents to grant degrees with a baccalaureate degree and four (4) years of professional level supervisory work experience, or its part-time equivalent, in budget administration or financial administration, or a closely related field; or,

2. Eight (8) years of paraprofessional or professional level work experience, or its part-time equivalent, in budget or financial analysis or administration; four (4) years of which must have been in a professional level supervisory capacity in budget administration or financial administration or a closely related field;

NOTE:  Successful completion of graduate semester hours in finance, economics, accounting, educational administration, or business administration, or a closely related field from a regionally accredited college or university or one accredited by the New York State Board of Regents to grant degrees may be substituted for work experience as follows:  Thirty (30) graduate semester hours is equivalent to one (1) year of non-supervisory work experience; Sixty (60) graduate semester hours is equivalent to two (2) years of non-supervisory work experience.

12/2022 Written