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Business Manager

 

School: XYZ Charter                                   

Supervisor: CEO

Salary: $$$$$

 

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Primary Role and Purpose:

 

     Oversee and maintain the operation of all financial and business affairs of the charter including

     accounting, payroll, purchasing, and risk management. Act as the chief financial adviser to the

     CEO and charter board.

 

Qualifications:

 

     Education:

            List XYZ Charter School requirements

 

     Skills:

  • Applicable knowledge of school finance, budgeting, accounting systems, and economics.
  • Effective communication, public relations, and interpersonal skills.
  • Knowledge of personal computers and software to compile spreadsheets, perform data

             analysis, and do word processing.

  • Capable of interpreting policy, procedures, and data.
  • Capable of managing budget and personnel.
  • Capable of coordinating charter activities.

 

     Experience:

            List XYZ Charter School requirements

 

Responsibilities and Duties:

 

     Fiscal Management

  • Ensure CEO is advised on the business affairs of the charter school.
  • Analyze accounting practices, systems, and controls in all charter departments and advise on improvements in their structure, implementation, and maintenance.
  • Manage a revolving auditing program for all funds and work with the charter’s independent and internal auditors while conducting audits.
  • Maintain accounting systems that comply with laws and regulations.
  • Devise period cash flow analysis to determine cash available for investment and payment of bills.
  • Manage charter investment portfolio.

 

 

 

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  • Supervise monthly bank settlement preparations for the operating, special revenue, debt service, construction, tax, cafeteria, and athletic accounts.  Audit statements of vendor and payroll clearing accounts.
  • Compile and enter all budget adjustments, additions, and deletions.
  • Assess and authorize all purchase orders and check requests and manage budget by certifying availability of funds.
  • Help with drafting of budget and assessing the long- and short-range objectives for the business operations of the charter.
  • Oversee needs evaluation for the enhancement of the charter business operations.
  • Collaborate with charter personnel to project student enrollments, staff needs, building and facilities needs, energy needs, capital equipment needs and other cost items for the charter and individual school improvement.
  • Monitor the business office budget and see that programs are cost effective and funds are managed effectively.
  • Act as charter leader to achieve cost-effective practices throughout the school.
  • Confirm that business operations support the charter mission.

 

     Documentation and Law

  • Ensure policies established by federal and state law that apply to charter schools, Commissioner’s Rules that apply to charter schools, and local board policy in area of business operations are being followed.
  • Manage all hardcopy and computerized reports, records, and other documents required.
  • Compile and review monthly financial statements and budget reports.
  • Draft comprehensive annual financial report.
  • Compile semi-annual financial reports to TEA for submission.
  • Draft quarterly and final reports for all federal funds.

 

     Inventory

  • Ensure accurate computerized inventory records of all of the charter’s assets.
  • Maintain and direct sales of surplus salvage equipment for disposal.
  • Oversee maintenance of replacement cost-asset inventory for insurance purposes.
  • Receive and register bids, calculate results and draft written recommendations.
  • Oversee the drafting of bids and bid specifications.

 

     Personnel Management

  • Compile, check and revise business department job descriptions.
  • Devise training options and/or improvement plans to maintain superior business operations.
  • Assess job performance of employees to maintain effectiveness.
  • Oversee personnel and make accurate recommendations in regards to assignments, retention, discipline, and dismissal. 

 

     Community Affairs

  • Show knowledge of charter and community needs and implement programs to meet those needs.

 

 

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Supervisory Responsibilities:

     Supervise and assess the performance of the risk manager, purchasing manager, bookkeeper,

     accounts payable clerk, and payroll clerk.

 

Job Related Conditions:

  • Maintain control in stressful situations.
  • Travel may be required.
  • Extended or irregular hours.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

All primary roles and major responsibilities are listed.  Additional duties and skills may be required for each job.

 

 

Approved by:_______________________________Date:____________________

 

Reviewed by:_______________________________Date:____________________

 

 

 

 

 

                                                                       

 

 

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