Chief Financial Officer

Finance Leadership and Management

Oversees the preparation and management of the Board of Education's (BOE) annual budget, final budget document, and comprehensive annual financial report (CAFR) in accordance with the Government Finance Officers Association of the United States and Canada (GFOA) Distinguished Budget Presentation Award Program requirements.

Plans, organizes, directs, and supervises operations of the Financial Services Division:

• Maintain, control, and analyze full adherence and implementation of HCPS fiscal policies and procedures.
• Direct and participate in formulating and implementing applicable finance policies, ensuring adherence to generally accepted accounting practices and principles of governmental accounting.
• Successful implementation of financial and budget goals, effective controls and monitoring of the district’s budget, efficient operational processes, and excellent service to schools and district offices.
• Lead long-term financial planning, forecasting.
• Establish forecasting model.
• Aids members of the Superintendent’s Senior Team with financial matters as necessary, including, but not limited to, answering inquiries and explaining policies and procedures, preparing budget estimates, and determining the cost of new, expanded, or reorganized programs.
• Assumes a leadership role on the Superintendent’s Senior Team regarding long-range strategic planning, policies, and other activities.
• Affords assistance to outside auditors in the completion of the BOE’s annual financial audit.
• Provides information, advice, assistance, and recommendations to the Superintendent, BOE, and County Commissioners.
• Coordinates transfers of local funding with the State Treasurer Investment Fund and oversees the ordering of cash from State and Federal sources accordingly.
• Maintains compliance with State and Federal cash management procedures and deadlines.
• Invests idle cash in the classes of securities as defined in NCGS 115C-443 and ensures deposits are secured.
• Oversees Pupil Transportation, Child Nutrition, and Federal Programs & Reporting pay.
• Maintains general accounts and the general ledger system, reviewing records to ensure adherence to accepted standard accounting practices and principles and established School system policies and procedures; prepares trial balances and corrects errors and/or resolves discrepancies, as necessary.
• Maintains the cash needs of the accounts payable and payroll departments. Receipt and Disbursement Tracking: Check and log receipts and disbursement detail reports from schools to ensure proper tracking and accuracy.

District Leadership and Student Success

Cultivate a commitment among all district and school-based staff to enable all students to achieve high standards.

Support 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 with the Superintendent and Senior Team.

Represent the district, as needed, on budgetary matters in various venues, delivering written and oral presentations on HCPS budget and fiscal matters and other financial concerns to the BOE, Superintendent, administrators and teachers, parents, and community groups.

Prepares and submits items requiring the Board of County Commissioners' approval to appropriate Hertford County staff and attends all relevant meetings to provide information as requested.

Talent Development and Management

Lead an effective team that will unite around a shared vision of operational excellence and support.

Supervise and conduct personnel administration duties, including hiring and firing recommendations, evaluating, assigning special duties, monitoring attendance and travel reports, and approving leave for all direct reports.

Build capacity of and cultivate positive relationships among staff internally and within the broader district, including principals, support staff, and the larger community.

Update documentation and training materials for all staff to ensure proper compliance with financial procedures in HCPS.