Southern Oregon ESD (SOESD) is seeking a highly qualified professional to serve as Chief Financial Officer (CFO), to manage fiscal operations and to support the superintendent in developing and directing the budget, while providing collaborative leadership for administrators in preparing business models for effective and efficient program operations. The CFO also manages other program operations as requested by the superintendent, such as maintenance, facilities, and transportation. The successful candidate should have a sharp focus on supporting educational outcomes, while promoting organizational and program operations that are cost-competitive yet effective.
The CFO should be an astute manager of fiscal resources, leading a team of professionals to support payroll, accounting, facilities management, contract review, procurement, and other duties to reach agency goals. Working with the superintendent and the administrative team, the CFO promotes and supports a positive culture of efficient program operations with all staff, while playing a collaborative role in the development of highly effective integrated organizational systems, including human resources and risk management. Experience with the iVisions accounting system is preferred.
If you are interested in being a part of a dynamic team that provides innovative and expert services to students, families, and districts in the communities we serve, we invite you to apply for our Chief Financial Officer position.
About SOESD
Southern Oregon ESD is located in the Rogue Valley, the cultural and economic heart of southern Oregon, home to legendary snow-skiing, white-water rafting, kayaking, hiking, fishing, as well as numerous cultural venues and events such as art galleries, the Britt Music Festivals, the Ashland Independent Film Festival, and the renowned Oregon Shakespeare Festival.
For more information on living in the Rogue Valley, please see:
Chief Financial Officer
POSITION GOAL:
Supervise the various functions of the SOESD business office, maintenance, facilities, and transportation operations, and support ESD leadership through financial analysis, program design, and evaluation. Produce cost efficiency and foster effective organizational operations. Manage the district budget, revenues, and expenditures, maintaining compliance with SOESD policies and federal and state law. Serve as advisor to the superintendent and the board of directors. The CFO may also manage other programs and staff as directed by the superintendent.
ESSENTIAL FUNCTIONS:
Employees in this position perform some or all of the following tasks. Other duties may be assigned.
Essential duties of this position include: - Serve as financial officer for the district.
- Work with program leaders and the superintendent to ensure that funds are properly budgeted, and to prepare business models for effective and efficient program operations.
- Support the improvement of programs and personnel, as well as the attainment of organizational and program goals, ensuring a high degree of efficiency, accountability and positive work culture.
- Work synergistically with the superintendent’s office and business office to facilitate a transparent, efficient, and effective process for all human resources office, business office, and superintendent’s office functions.
- Invest the funds of the district within district policy and ORS guidelines.
- Administer the wage and salary program and accumulate necessary data used in negotiations.
- Organize, supervise, train, and evaluate supervised employees.
- Close the books at the end of the fiscal year and prepare them for audit. Provide information to auditors.
- Work synergistically with external technology vendors and SOESD technology programs to implement effective and efficient operational systems.
- Manage workers' compensation claims.
- Manage maintenance of buildings and grounds.
- Manage transportation services.
- Prepare bid specifications when needed.
- Review contracts for grants, goods, and services.
- Work with insurance agent of record.
- Serve as executive secretary to the business managers organization of constituent school districts and advise those districts on fiscal matters upon request.
- Perform statutory functions of Safety Officer.
- Participate collaboratively as an effective team member within and between departments and other organizations.
- Establish and maintain high trust regional relationships.
- Support other organizations’ business processes as directed by the superintendent.
- Manage other programs, staff, and budgets as directed by the superintendent.
- Communicate clearly and appropriately.
- Participate in professional growth activities.
- Establish and maintain cooperative work relationships with SOESD employees, local education agency representatives, and others contacted during the course of the workday.
- Follow established SOESD policies and procedures.
- Perform physical requirements unaided or with the assistance of reasonable accommodation.
- Perform other job-related duties as assigned by the supervisor.
MINIMUM PREREQUISITES: - Valid Oregon Administrator Licensed (preferred).
- Master Degree (Preferred).
- Accounting Degree.
- Oregon Driver License.
- Five (5) years of supervisory experience in a business office setting.
- School district CFO/business manager experience (preferred).
- Proficiency with accounting software.
- Successful leadership background.
- Strong decision-making skills.
- Strong written and oral communication skills.
- Ability and experience in working on a management/leadership team.
- Knowledge of federal and Oregon finance law.
DEMONSTRATED ABILITIES: - Strong skills producing cost efficiency in resource management, maintaining a positive organizational culture, and facilitating effective organizational operations
- Positive attitude toward all aspects of the work environment.
- Principles of honesty, integrity and accuracy in all matters.
- Possess strong interpersonal and public relations skills.
- Work with multiple stakeholders toward common goals.
- Able to have crucial discussions with others.
- Facilitate the resolution of difficult issues and concerns.
- Strong project management skills.
- Strong meeting facilitation skills.
- Accept direction and supervision
The equivalent combination of experience, training, certification, education or degree as determined by the district that provides the required knowledge, skills and abilities may be used as an alternative to prerequisites.
This is not necessarily an exhaustive or all-inclusive list of responsibilities, skills, duties, requirements, efforts, functions or working conditions associated with the job. This job description is not a contract of employment or a promise or guarantee of any specific terms or conditions of employment. The district may add to, modify or delete any aspect of this job (or the position itself) at any time as it deems advisable.
LOCATION: In person at the SOESD Medford Office: 101 North Grape Street, Medford, OR 97501
LENGTH OF POSITION: 1.0 FTE / 260 day calendar (Year round position)
SALARY: Per Non-Licensed Administrative Salary Schedule: $126,010.88 - $152,182.29 for 2024-2025 school year.
IMMEDIATE SUPERVISOR: Superintendent
SOESD Benefits (For .50 FTE and Over): - Southern Oregon ESD contributes up to 2045.00 per month (family coverage) for health, dental and vision insurance premiums for qualified employees.
- Employer-paid PERS (Public Employmee Retirement System), including additional 6% individual investment account with PERS.
- 10 paid holidays, plus additional paid days off.
- A generous sick, vacation and discretionary (personal) leave packet is also provided to qualified employees.
Health Insurance: - OEBB MODA
- Includes medical, dental, vision & prescription insurance
- Monthly premium deducted pre-tax
Options: - Health Savings Accounts
- Flexible Spending Accounts – medical, day-care expenses
- Optional Coverage for Additional Life, AD&D, Short Term Disability Insurance through Aflac or American Fidelity
- 403(b) through Carruth Compliance Consulting
- Mercy Flights Membership
The following physical requirements are essential functions of the Chief Financial Officer/Deputy Clerk Job Description.
1. Stand/Walk:............................ [ ] None [X ] 1 4 Hrs/Day [ ] 4 6 Hrs/Day [ ] 6 8 Hrs/Day
2. Sit/Sit on the Floor:................. [ ] None [ ] 1 4 Hrs/Day [X] 4 6 Hrs/Day [ ] 6 8 Hrs/Day
3. Drive:...................................... [ ] None [X] 1 4 Hrs/Day [ ] 4 6 Hrs/Day [ ] 6 8 Hrs/Day
4. Bending:..................................[ ] Frequently [X] Occasionally [ ] Limited [ ] Not At All
5. Squat:..................................... [ ] Frequently [ ] Occasionally [X] Limited [ ] Not At All
6. Climb Stairs:............................[ ] Frequently [X] Occasionally [ ] Limited [ ] Not At All
7. Single Grasping: .....................[ ] Frequently [X] Occasionally [ ] Limited [ ] Not At All
8. Pushing:...................................[ ] Frequently [ ] Occasionally [X] Limited [ ] Not At All
9. Pulling: ....................................[ ] Frequently [ ] Occasionally [X] Limited [ ] Not At All
10. Fine Manipulation:.................[X] Frequently [ ] Occasionally [ ] Limited [ ] Not At All
11. Repetitive Foot Controls…….[ ] Frequently [X] Occasionally [ ] Limited [ ] Not At All
12. Lifting (less than 25 lbs): .......[ ] Frequently [X ] Occasionally [ ] Limited [ ] Not At All
13. Lifting (25 50 lbs): .................[ ] Frequently [X] Occasionally [ ] Limited [ ] Not At All
14. Lifting (50 75 lbs): .................[ ] Frequently [X] Occasionally [ ] Limited [ ] Not At All
15. Lifting (75 100 lbs): ...............[ ] Frequently [ ] Occasionally [ ] Limited [X] Not At All
EQUAL OPPORTUNITY
SOESD is an equal opportunity employer that complies with applicable employment discrimination laws, including ORS Ch. 659, Title VII of the Civil Rights Act of 1964, Title IX of the Educational Amendments of 1972, the Rehabilitation Act of 1973, the Americans with Disabilities Act and the Age Discrimination in Employment Act.
