Director of Fiscal Services

Hacienda La Puente Unified School District is an equal opportunity employerHacienda La Puente Unified School District is named as one of the top 50 employers in California for 2020 and our employees have received a combined 12% salary increase for the 2022-2023 years! Apply now to join our team!WE ARE ONLY ACCEPTING ONLINE APPLICATIONS. You may apply online by clicking the "Apply" button on this page. If you need assistance applying online, please contact us at (626) 933-3920.THE POSITION Under general direction of the Associate Superintendent, Business Services, plans, coordinates, supervises and administers the financial operations of the District, including accounting, budgeting and payroll; assures compliance with policies, practices and procedures.CURRENT OPENING: One 12-month/40 hours per week, full-time position. Salary placement will be on Range 42 of the Management Salary Schedule. Initial salary placement for new employees is customarily at step 1 ($166,738 per year) of this salary range.APPLICANT FILING INFORMATION: This recruitment is open to the public. An eligibility list will be established to fill vacancies for one year. Please note that future vacancies may occur throughout the duration of an eligibility list and that the eligibility list can be used to fill vacancies at any time throughout the duration of the eligibility list. Pursuant to PC Rule 6.2.10, the eligibility list established for this recruitment may be used for another related classification at the same or lower salary.Note: This position is designated as Senior Management in accordance with the provisions of the Education Code.Complete Application Packet Must Include Completed online application Completed Supplemental Questionnaire Proof of your highest obtained education Resume Three letters of recommendation Proof of valid California class "C" driver's license Proof of adequate insurance for a motor vehicle which meets or exceeds the California legal liability insurance requirementOnline application, supplemental questionnaire, and proof of your highest obtained education MUST be submitted by the application filing deadline on December 8, 2025 by 11:59 pm.Supplemental DocumentsResume, three letters of recommendation, a copy of valid California class "C" driver's license, and proof of valid car insurance MUST be submitted by the final test part. To submit your supplemental documents, you may upload or attach the documents to your online application in the "Attachments" section. You may also fax your documents to Silvia Lagunas at (626) 333-7416.For inquiries regarding this position, you may reach the Personnel Commission via email at slagunas@hlpusd.org or by phone at (626) 933-3925.Essential DutiesPlans, organizes, directs and evaluates the performance of assigned staff, establishes performance requirements and personal development.Provides leadership and works with staff to develop and retain highly competent, service-oriented staff through training and management practices.Plans, develops, coordinates and monitors the implementation of new processes, procedures or standards.Provides expert guidance and direction in resolving a wide array of routine to complex issues in compliance with generally accepted accounting practices, applicable laws, codes, regulations and District policies and procedures.Acts as agent and supervisor of other limited authorized agents making commitments on behalf of the District.Plans, organizes, coordinates and supervises internal and external auditing functions.Assists Human Resources in the negotiating of employee benefit programs.May participate in collective bargaining negotiations.Makes financial and budgetary recommendations for improvements as needed.Advises Board Members, Superintendent, Associate Superintendent of Business Services, and management regarding financially related issues.Confers with representatives of private firms, other governmental agencies, legal authorities and the public in regard to matters affecting financial services.Directs, reviews and assists administrators and staff with accounting for expenditures, property, expenditure forecasting, cash-flow management, investment of surplus funds, and maintenance of official accounting records and related functions.Establishes and maintains effective working relationships with federal, state, county and District staff.Assists in implementing financial goals, objectives, policies, standards and internal controls for the Finance Department.Plans, organizes, coordinates, administers, integrates, evaluates and controls such functions as accounting, budgeting and payroll for the District.Gathers, reviews, compiles, organizes, coordinates, analyzes and integrates all accounting functions, statistical analyses and financial reports.Participates in various budget review sessions and incorporates revisions.Reviews, evaluates and within level of authority, approves requisitions and invoices and monitors expenditures to appropriate funds or accounts.Composes, writes, edits and completes technical reports and other written materials.PHYSICAL DEMANDSEmployees in this classification sit, repetitively use fingers or use wrists or hands using pressure or in a twisting motion, use both hands simultaneously, have rapid mental/muscular coordination, speak clearly, hear normal voice conversation, have color vision and distinguish shades, see small details, use a computer and a telephone.WORK ENVIRONMENTEmployees in this classification work both inside and outside, over 40 hours/week, with exposure to minor contagious illnesses (colds, flu, etc.), in direct contact with the public and other District staff, without guidance from supervisor, with a high volume of work and tight deadlines.EducationMinimum QualificationsGraduation from an accredited college/university with a Bachelor's degree in Business Administration, Accounting, Finance, or a closely related field. Possession of a Certified Public Accountant (CPA) License is highly desirableExperienceFive years of experience in finance or accounting work including at least three years in a management/supervisory position involving policy development, budget preparation, and personnel management.Other RequirementsPossession of a valid California Class C Driver License.Evidence of adequate insurance for a motor vehicle, which meets or exceeds the California legal liability insurance requirement and continues to maintain insurability.Ideal candidates will haveKnowledge OfPrinciples and practices of modern organization, management, accounting, budgeting and supervision methods and techniques;Bargaining Unit contracts and negotiation techniques;Budget preparation and administration principles, practices and methodologies;Interpersonal skills using tact, patience and courtesy;Public speaking techniques;Financial reporting preparation and presentation techniques;Oral and written communication and presentation skills;Audit and fiscal control procedures and practices;Internal control and audit principles and techniques;Applicable Federal, State, local laws, codes, regulations and policies related to assigned duties;Correct English usage, grammar, spelling, punctuation and vocabulary;Modern data processing and computer systems and procedures as they apply to financial record keeping and management information systems;Excel, Microsoft Word and other current software;Problem solving strategies;People Soft accounting system;Complex financial/statistical/comparative analysis techniques;Principles and practices of management and supervision;Change process and consensus building strategies.Ability ToAdminister, plan, coordinate and supervise the financial operations of the District;Interpret and apply statutes, regulations and policies concerned with the fiscal legal responsibilities of a school district;Interpret and apply provisions of State Education Code and various regulatory agencies;Read, interpret, apply and explain rules, regulations, policies and procedures;Analyze situations accurately and adopt an effective course of action;Meet schedules and time lines;Plan and organize work;Lead in a team oriented environment;Direct the development of a variety of reports and files related to assigned activities;Develop and review the preparation of annual budgets for District departments;Instruct, train, motivate and supervise finance department personnel;Prepare and present clear and comprehensive oral and written reports;Effectively communicate both orally and in writing;Assimilate and analyze complex financial data in order to prepare clear, comprehensive reports and make sound recommendations based on the reports;Establish and maintain cooperative and effective working relationships;Develop and implement financial procedures and controls at departmental level;Perform complicated mathematical calculations and analyses;Prepare clear, concise and comprehensive financial statements, reports and written materials;Present proposals and recommendations clearly, logically and persuasively;Learn District and County computer applications;Work with computer-based accounting systems;Use computer word processing, spreadsheet and database programs to develop reports;Exercise tact and diplomacy in dealing with sensitive, complex and confidential issues;Exercise sound independent judgment within general policy guidelines;Collect, evaluate and interpret varied complex data, either in statistical or narrative form;Plan and perform internal and external auditing functions.______________________________________________________General InformationThe screening process for this position, which may be subject to modification, will include some form of an application screening, initial screening of qualifications, documentation/certification screening, and in some instances supplemental application screening. The stated qualifications for the position represent only the minimum requirements and do not guarantee qualification for examination or placement on an eligibility list.The examination may consist of any combination of the following: training and experience evaluation, written knowledge test, hands on/performance test, structured panel interview, situational judgement interview, or other type of exam of fitness for duty. All parts of the examination process are job related. A passing score must be attained on each portion of the exam to advance to the next stage and ultimate placement on the eligibility list, which depending on the classification, may be in force for six months or one year.Disability AccommodationPlease note that it is your responsibility to notify us at least two business days prior to the first test part if you will require reasonable accommodation during any part of the selection process. You are NOT required to disclose any information regarding disabilities at this time but may be required to submit documentation prior to accommodation being granted.Equal Employment Opportunity DistrictHacienda La Puente Unified School District prohibits unlawful discrimination against, and/or harassment of, District employees and job applicants on the basis of actual or perceived race, color, national origin, ancestry, religion, age, marital status, pregnancy, physical or mental disability, medical condition, veteran status, gender, gender identity, sex, or sexual orientation at a District site or activity.Paid HolidaysUp to 16 holidays per year depending on months worked.Paid Vacation26 vacations days per year for classified management employees. Vacation is prorated based on months worked per year (2.17 days are earned per month worked).Vacation is prorated for all classified employees, based on the hours and months worked per year.Health BenefitsFor positions 35 hours or more per week the District contributes $12,900 (subject to change) toward annual premium for medical, dental, vision and life insurance coverage. Partially paid benefits are available for part-time (20-34) hour employees. The District participates in the Public Employees' Retirement System (PERS). Lifetime retirement benefits provided for eligible retirees.District Benefit ProvidersThe following benefit providers are available for enrollment for eligible employees.Medical: Kaiser, United Health Care PPO/HMODental: Delta Dental (PPO) or DeltaCare USA (HMO)Vision: Vision Service Plan (VSP)Out of pocket costs are dependent on which provider is selected. Each provider has a different annual premium.Retirement: PERS for positions 20 hours or more per week. Click on the link below to view the retirement formula that would apply to you:PERS members that began prior to January 1, 2013 PERS members that begin after December 31, 2012Paid Sick LeaveEvery regular classified management employee, probationary or permanent, can earn paid sick leave credit(s) based on one day for each month in which such employees are in a paid status with the District. Earned, but unused sick leave can accumulate without limit. Full-time classified employees (those who work 8 hours per day, 5 days per week and 12 months per year) will normally earn twelve (12) days of sick leave credit(s) during each fiscal year.01This supplemental application is part of the selection process and should be considered an exam. It gives you the opportunity to fully explain your background and qualifications as they pertain to this position. Your answers to the following Supplemental Questions are required for your application to be considered complete. The information that you provide will be evaluated "as-is." Therefore, it is very important to provide concise, organized answers to each question. Please note: if you do not have experience, type "N/A."RecommendationsDO NOT write "see resume" for any of your answers. You may copy and paste information from your application, but answering "see resume" will only make it more difficult for raters to understand how your experience applies to the question asked.Be sure to respond honestly and truthfully to all questions. Overstating your skill level is considered false and/or misleading information. Applicants found to have provided false or misleading information or overstating their skills will be disqualified from further consideration or, if hired, may be terminated from employment.Read the following questions and type your responses to each question thoroughly, accurately, and in one typed written page or less per question.I have read and understand this statement.YesNo02Do you possess a Bachelor's degree or higher from an accredited university or college in Business Administration, Accounting, Finance, or a closely related field?YesNo03Please list the field in which you obtained your degree. If no degree, write "n/a".04You must provide the Personnel Commission Office with a copy of your highest obtained education at the time of application, or your application will be considered incomplete. You may upload the documents to your online application (in the "Attachments" section) at the time of application or fax them to Silvia Lagunas at (626) 333-7416.NOTE: If you have a foreign degree, it must be certified in the U.S. by an approved foreign credentials evaluation service provider at your own expense. Candidates are responsible of ensuring the timely submission of the evaluation. Please note that foreign credential evaluation services typically take three to six weeks to provide evaluation reports. If you need a list of approved agencies, please contact us at 626-933-3920.I have read and understand this statement.YesNo05Do you possess a Certified Public Accountant (CPA) License? If "Yes", please upload a copy of your license to your online application.YesNo06How many years of experience do you possess in finance or accounting?In determining qualifying experience, applicants' part-time employment will only receive partial credit based on the number of hours worked per week. For example purposes only, a position that works 40 hours a week for one year would get one year of credit, whereas a position that works 20 hours a week for one year would get six months of credit.No experience in this areaLess than 5 yearsAt least 5 years, but less than 6 years6 years or more07In Reference To The Question Above, Please Provide The Following Information For EACH Organization Where You Gained Experience In Finance Or Accounting Your job title Organization name Start and end dates (month/year) and number of hours worked per week Brief description of dutiesPlease write "N/A" if you do not have experience in this area. Do NOT type "see resume."08How many years of experience do you possess working in a management/supervisory position involving policy development, budget preparation, and personnel management?In determining qualifying experience, applicants' part-time employment will only receive partial credit based on the number of hours worked per week. For example purposes only, a position that works 40 hours a week for one year would get one year of credit, whereas a position that works 20 hours a week for one year would get six months of credit.No experience in this areaLess than 3 yearsAt least 3 years, but less than 4 years4 years or more09In Reference To The Question Above, Please Provide The Following Information For EACH Organization Where You Gained Management/supervisory Experience Involving Policy Development, Budget Preparation, And Personnel Management Your job title Organization name Start and end dates (month/year) and number of hours worked per week Brief description of dutiesPlease write "N/A" if you do not have experience in this area. Do NOT type "see resume."10You must provide a copy of the following documents to the Personnel Commission office by the final test part: Resume Three letters of recommendation Proff of valid CA Class "C" Driver's License Proof of car insuranceYou may upload and attach the documents to your online application at the time of application (in the "Attachments" section) or fax them to Silvia Lagunas at (626) 333-7416.I have read and understand this statement.YesNo11How did you hear about this position?California Association of School Business Officials (CASBO)EdJoinGovernmentJobs.com/SchoolJobs.comIndeedOther12For the above question, if you chose "Other," please briefly describe how you heard about this position.If you did not choose "Other" as a response, please type "N/A." Required Question