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Chief Financial Officer

OFFICIAL TITLE: Chief Financial Officer CODE: 0257 SQ/OQ: Not Applicable
WORKING TITLE: Chief Financial Officer GRADE: Q MONTHS: 12
SUMMARY DESCRIPTION OF CLASSIFICATION: Plans, directs, coordinates, and maintains an integrated financial services program for Montgomery County Public Schools. Collaborates with the chief operating officer, deputy superintendent, and staff in the Office of Human Resources and the Department of Management, Budget, and Planning to ensure successful integration of shared business processes. Works closely with the Office of Global Access Technology to assess relevant human resources and fiscal data for decision making and monitoring financial services activities. Provides financial services data and periodic reports for the Board of Education, the superintendent, and agencies, as needed.
KNOWLEDGE, SKILLS, AND ABILITIES: This position requires the knowledge and application of the six leadership standards that have been established for the Montgomery County Association of Administrative and Supervisory Personnel (MCAASP) Administrative and Supervisory Professional Growth System (MCAASP PGS). Thorough knowledge of federal, state, local, and Board of Education laws, policies, regulations, and procedures relating to financial management and controls and budgeting. Considerable knowledge of management, budget, and financial management principles and practices. Demonstrate ability to develop an integrated financial services program with responsibility for developing budget plans and controlling expenditures and related activities. Demonstrate ability to analyze, identify, and implement information technology solutions in a complex setting. Considerable knowledge of Continuous Improvement principles and practices, including customer service. Demonstrate excellent management and organizational skills and ability to coordinate activities of several units. Demonstrate excellent oral and written communications and human relations skills.
EDUCATION, TRAINING, AND EXPERIENCE: Master's degree from an accredited college or university in finance or a related field, including administration or public finance. Considerable experience in a responsible financial administrative position in a large public service organization; or any combination of applicable education, training, and experience which provides the knowledge, abilities, and skills necessary to perform effectively in the position. Desirable to hold a Certified Public Accountant's certificate.
PHYSICAL DEMANDS: (Special requirements such as lifting heavy objects and frequent climbing.)
SPECIAL REQUIREMENTS: (Frequent overtime or night work required, etc.) Ability to work evenings and weekends


1. Plans, develops, directs, coordinates, and maintains an integrated financial services program for the Montgomery County Public Schools system which supports the Board of Education¿s and superintendent¿s commitment to an integrated financial services program.

2. Serves as the principal advisor to the Board of Education, superintendent, chief operating officer, and deputy superintendent in matters related to all financial services management and planning activities.

3. Directs and provides oversight for the operation of Human Resources Information System (HRIS) transactions for human resources, payroll, insurance, and retirement to ensure successful fiscal practices and the integration of shared business processes.

4. Develops and monitors comprehensive performance measurement and Continuous Improvement initiatives.

5. Monitors and tracks the completeness, accuracy, and timeliness of HRIS transactions and fiscal data.

6. Collaborates with the Office of Global Access, concerning the development and implementation of tools to access and evaluate relevant human resources and fiscal data for decision-making and monitoring activities.

7. Implements and directs technical assistance from the Office of Global Access Technology, and monitors the development and implementation of the Financial Information and Materials Management System.

8. Collaborates with the Department of Management, Budget, and Planning and the associate superintendent for the Office of Human Resources on all aspects of position management.

9. Develops and coordinates a customer services vision and action plan so that employees can become good consumers of the available financial products.

10. Provides financial and HRIS transaction data to the Board of Education, superintendent, and other agencies.

11. Assures that the accounting operation of Montgomery County Public Schools is in compliance with state, federal, and local laws, as well as with generally accepted accounting principles.

12. Administer a program of employee benefits, including life and health insurance, retirement and pension programs, as well as monitoring of investment strategies for the trust funds. Provides leadership in developing and recommending to the chief operating officer, deputy superintendent, and superintendent management, budget, payroll, human resources transactions, fiscal, and planning principles and practices.

13. Coordinates with the internal audit staff to identify any problem areas in financial accountability to take corrective action.

14. Maintains a close working relationship with financial management officials from other agencies, such as the Montgomery County Government, the Maryland State Department of Education, other school districts, and local, state, and federal governments.

15. Benchmarks practices of other government agencies and school systems with Montgomery County Public Schools and recommends improvements.

16. Review federal, state, and local legislation for impact on Montgomery County Public Schools.

Performs related work as required.

Class Established: 2000
Date(s) Revised: 12/01
Last Reviewed:

This description may be changed at any time.

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