OFFICE OF CHIEF FINANCIAL OFFICER

ESSENTIAL FUNCTIONS :

Incumbent must achieve the following outcomes with or without reasonable accommodation :

• Provides administrative support to the CFO communicating information, updates and priorities.
• Performs duties and functions specifically related to the office of the CFO ensuring timely completion, compliance with legal requirements, coordination, monitoring, and processing of information following up as appropriate.
• Responds to internal and external inquiries received in writing or by telephone screening, obtaining or providing the necessary information, or forwards to the appropriate personnel for response. Ensures timely turn around and follow up.
• Responds to requests for information regarding the District and its operation, including but not limited to policy, procedures, rules and regulations, or financial information, as appropriate.
• Manages calendar and appointment schedule maintaining, updating, coordinating and revising on a daily basis.
• Receives and processes correspondence reviewing, responding, researching, rerouting, etc. as appropriate.
• Reviews and proofs correspondence and requisitions received for CFO’s signature, obtains corrections or changes, and ensures timely turn around.
• Writes, prepares and sends out CFO’s correspondence.
• Attends Board meetings and committee meetings as requested taking notes or representing the CFO and reporting back information.
• Manages the process to collect, prepare, upload and assemble document packets for the Board’s monthly finance committee meetings
• Coordinates and arranges meetings, committees, conferences, interviews, etc. including scheduling, planning, organizing, determining attendees, preparation of materials, rooms, audiovisual, refreshments, etc. Attending as needed or requested.
• Assists in the development of annual office budget. Updates, monitors and maintains budget processing invoices, requisitions, forms, etc., charging appropriate cost accounts and producing reports as necessary.
• Arranges travel and maintains travel accounts.
• Researches, analyzes, evaluates and organizes the preparation of materials, reports, documents, etc.
• Maintains and safeguards confidential files and information.
• Maintains annual equipment inventory.
• Develops and maintains all necessary files and filing systems as needed.
• Handles routine paperwork by sorting, routing, gathering signatures and follows through on disposition.
• Takes and transcribes dictation as needed.
• Receives and relays visitors as appropriate.
• Accesses District computer systems to complete various assignments.
• Maintains supplies, materials and equipment for office and prepares and receives orders and deliveries.
• May supervise clerical staff participating in interviewing and selection, training, evaluating, assigning work, solving problems and providing leadership.

PREFERRED KNOWLEDGE, SKILLS, ABILITIES AND EXPERIENCE :

REQUIREMENTS :