Assistant Director of Finance

Job category: Professional
Exemption Status/Test: Exempt
Reports to: Executive Director of Finance
Date Revised: January 24, 2019
Dept./School: Finance

Primary purpose

Assists in the operations of the Business Department, directs and evaluates financial processes, and supervises professional and clerical personnel in the performance of various accounting functions.



Bachelor’s Degree, preferably in accounting, finance or related field

CPA and TASBO Certification preferred



Five (5) years of accounting and management experience

Special knowledge/skills

Knowledge of Texas Education agency (TEA) Financial Accountability System Resource Guide

Knowledge of applicable State of Texas and United States government and government agency compliance requirements

Knowledge of governmental accounting and auditing principals established by the Governmental Accounting Standards Board (GASB)

Experience with a strong knowledge of Oracle 12 financials applications

Ability to analyze and interpret financial data, evaluate accounting problems, develop data, and recommend improved procedures

Ability to use software to develop complex accounting reports, spreadsheets, and databases

Effective organizational, communication, and interpersonal skills

Experience in public school finance

Major responsibilities and duties

  • Maintain general ledger (including chart of accounts) in accordance with District needs.
  • Ensure accounting systems comply with applicable laws and regulations including the Financial Accountability System Resource Guide.
  • Ensure accounting system complies with the applicable requirements of the Governmental Accounting Standards Board and Financial Accounting Standards Board.
  • Manage month end and year end close processes.
  • Review and approve reconciliations, check requests, and TEA draw downs.
  • Prepare financial and management reports.
  • Manage the annual independent audit.
  • Assist with preparing the Comprehensive Annual Financial Report.
  • Prepare balance sheet and income statement reporting and analyses.

Records and Reports

  • Prepare timely audit schedules and financial statements according to federal, state, and GASB standards.
  • Compile, maintain, and submit all reports, records, and other required documentation, including auditable records and financial statements.

Supervisory Responsibilities:

  • Recruit, train, and supervise personnel and make sound recommendations relative to personnel placement, assignment, retention, discipline and dismissal; provide internal training to District staff regarding policies and procedures.

Mental demands/physical demands/environmental factors

Tools/Equipment Used: 
Standard office equipment including personal computer and peripherals
Prolonged sitting; occasional bending/stooping, pushing/pulling, and twisting
Repetitive hand motions, frequent keyboarding and use of mouse; occasional reaching
Occasional light lifting and carrying (less than 15 pounds)
May work prolonged or irregular hours
Mental Demands: 
Work with frequent interruptions; maintain emotional control under stress

This document describes the general purpose and responsibilities assigned to this job and is not an exhaustive list of all responsible and duties that may be assigned or skills that may be required.