Treasurer, Shaker Heights Schools
Alma Advisory Group, United States
Job Description
Who We Are
As an organization, Shaker Heights Schools is proud of the special relationship that exists between the community and the District. Shaker Heights has served as a beacon of educational excellence for more than a century. We take great pride in the rigorous, relevant, and holistic education our young people receive. Students at every grade level are deeply immersed in the renowned International Baccalaureate (IB) philosophy that prepares them for the successful lives they envision. Our leaders and teachers create conditions for learning that propel our students to become caring citizens who are destined to make our communityour worlda better place. We truly believe that a community is known by the schools it keeps. The quality of our schools is a vibrant reflection of our students, families, staff, stakeholders, and the committed Board of Education that supports them.
What You’ll Do
Our District is seeking a Treasurer who can effectively lead the comprehensive fiscal stewardship of the District’s resources. As Treasurer, you will report directly to the Board of Education and will serve as a senior cabinet member. The Treasurer is responsible for transforming Shaker Heights’ financial strategy to support effective budget planning, maximize available funds, and ensure an equitable distribution of resources to enhance access to opportunity, amplify academic outcomes, and support student success based on the District’s guiding vision and strategic plan. The leader in this role will be an essential advisor, communicator and collaborator with District, city and Shaker leaders, and is responsible for the strategic and transparent administration and oversight of all financial activities within the Treasurer’s office.
For More Information:
We strongly encourage interested applicants to review recent Shaker Heights budget materials, the strategic plan, and the long term facilities plan.
Primary Responsibilities (the What)
The Treasurer will be accountable for the following areas of responsibility:
Strategic Leadership and Budget Architecture
- Identify and lead the implementation of strategic financial strategies that maximize available funds, and ensure equitable distribution of resources across the district to support student success.
- Provide strategic leadership to develop the district’s annual budget and multi-year financial plans in conjunction with the Superintendent, the Operations Director, School Leaders, and Board of Education.
- Lead, in collaboration with members of the senior leadership team, annual capital planning and monitoring processes so that capital expenditures reinforce broader programmatic goals.
- Ensure department heads and school leaders have transparent financial information and budget guidelines to execute a strategic approach to their budgeting process.
- Maintain expert knowledge of State and Federal laws governing the oversight of school district finances. Partners with the Ohio State Board of Education, the City of Shaker Heights, state and other local organizations and partners with regard to fiscal impacts and strategy as needed.
- Collaborate with the District's Finance and Audit Committee to support strategic financial decisions.
Financial Planning Supervision and Communication
- Serve as lead representative for the district on budgetary matters in a variety of venues, including public hearings, Board meetings, Finance and Audit committee meetings, media briefings, and external stakeholder and community meetings.
- Proactively prepare detailed information for strategic decision making and recommendations.
- Collaborate to generate forecasts for all funds, grants and resources, to achieve an annual balanced budget.
- Lead the team to facilitate the preparation and presentation of monthly budget reporting and annual projections for all aspects of the Shaker Heights budget; collaborate to ensure accuracy and clarity of analysis and data in reports.
- Identify and implement processes which streamline, improve, and update services and operations within the Finance Office.
Department Management and Team Development
- Manage the performance and effectiveness of the Finance Office 8 member team, including the successful implementation of financial and budget goals, effective controls and monitoring of the district’s budget, efficient operational processes, and excellent service to schools, district offices and the community.
- Direct the receipt, management of investments and expenditures of the district's funds including meeting with credit issuers and external organizations to develop long-term sustainable financing terms and agreements that maximize the districts returns
- Forecast short- and