CTM Finance & Accounting Services (Multiple Positions)

Reporting to the Executive Director of Finance and Accounting Services, the Cross-Functional Team Member (CTM) coordinates financial projects and operational support for schools within the assigned Division Unit. The CTM applies finance and accounting expertise to budget analysis, reporting, fiscal controls, and service delivery; works across schools and central office departments to resolve issues; and translates the Executive Director’s priorities into project plans and measurable results. The position provides hands-on analysis, project leadership, and follow-through to support accurate, timely, and compliant financial services.
EDUCATION
Bachelor’s degree in accounting (preferred), finance, business administration, or a related field.
WORK EXPERIENCE
Three years of relevant experience in finance, accounting, budgeting, or related operations, including experience working on cross-functional teams or projects. School district or public-sector finance experience preferred.
TYPE OF SKILL AND/OR REQUIRED LICENSING/CERTIFICATION
Software: Microsoft Office; proficiency in Excel, PowerPoint, and financial reporting tools. Oracle experience preferred.
Equipment: Standard office equipment (e.g., computer, copier).
Skills: Financial analysis, budget monitoring, data validation, and application of financial controls and procedures. Strong project coordination, problem-solving, written and verbal communication, and customer service skills. Ability to manage competing deadlines, maintain accurate records, safeguard confidential financial and personnel information, and work effectively across departments.
LEADERSHIP RESPONSIBILITIES
Provides project and work leadership to assigned cross-functional teams with formal supervisory responsibility of Finance Coordinators. Coordinates tasks, monitors deliverables, provides technical guidance, and supports staff in implementing approved processes. Reports progress and performance concerns to the Executive Director; formal personnel evaluation and supervisory decisions remain with the designated supervisor.
WORK COMPLEXITY/INDEPENDENT JUDGMENT
Performs varied financial analysis and project coordination requiring independent judgment within established policies, procedures, and project scope. Determines appropriate methods, prioritizes assignments, and recommends solutions. Seeks direction from the Executive Director on significant exceptions, policy questions, and matters beyond delegated authority.
BUDGET AUTHORITY
Supports budget development, analysis, and expenditure monitoring. Prepares recommendations and tracks assigned project costs within approved resources. Does not hold independent budget approval authority; resource allocation and expenditure approvals follow district procedures and delegated authority.
PROBLEM SOLVING
Investigates financial discrepancies, service delays, and project barriers; identifies causes; and coordinates solutions with responsible departments. Recommends process improvements and elevates unresolved, high-impact, or policy-related matters to the Executive Director.
IMPACT OF DECISIONS
Work affects the accuracy and timeliness of school financial information, budget monitoring, compliance support, and service delivery. Errors may delay transactions, distort projections, or weaken controls. Significant financial recommendations and exceptions are subject to leadership review and established approval processes.
COMMUNICATION/INTERACTIONS
Works with the Executive Director, school leaders, unit finance staff, human resources, and central office departments to clarify requirements, explain financial information, resolve issues, and report project status. May be required to travel to district offices and Division campuses.
CUSTOMER RELATIONSHIPS
Provides responsive, accurate support to schools and district partners. Clarifies requests, communicates timelines, coordinates follow-up, and tracks issues through resolution. Refers matters requiring additional authority to the Executive Director and uses feedback to recommend service improvements.
WORKING/ENVIRONMENTAL CONDITIONS
Work is normally performed in a typical interior work environment which does not subject the employee to any hazardous or unpleasant elements.
Ability to carry and/or lift less than 15 pounds.
1. Coordinate finance and accounting projects and school support activities assigned by the Executive Director. Define project scope, deliverables, timelines, responsibilities, and resource needs with stakeholders; track progress and escalate barriers to completion.
2. Serve as a liaison among school leaders, unit finance personnel, and central office departments for budget, purchasing, payroll support, activity funds, travel, accounts payable, and fixed asset inventory support.
3. Analyze school budgets, expenditures, commitments, and spending trends. Prepare monthly variance analyses and expenditure projections; identify discrepancies and emerging concerns.
4. Support annual school budget development by compiling requests, validating financial data and assumptions, analyzing resource needs, and preparing budget options and supporting materials for leadership review.
5. Review assigned financial records, account coding, and supporting documentation for accuracy, completeness, and alignment with approved budgets and district requirements. Coordinate corrections with responsible staff and flag recurring issues.
6. Assist in monitoring budgetary, staffing, and position controls. Reconcile authorized position and expenditure information with finance and human resources partners and refer exceptions to the Executive Director for resolution.
7. Compile and validate fiscal data and supporting documentation for required compliance reports. Coordinate with responsible departments, track reporting deadlines, and support timely review and submission through established district processes.
8. Implement approved financial procedures and control checks. Document workflows, identify process gaps and financial risks, and recommend improvements to strengthen accuracy, compliance, and service to schools.
9. Coordinate assigned Finance Office Executive Leadership Team activities and special projects. Prepare agendas and supporting materials, document decisions and action items, and monitor follow-through on assigned commitments.
10. Maintain a calendar and tracking tools for recurring financial activities, school requests, project milestones, and reporting deadlines.
11. Lead assigned cross-functional project teams through task coordination, technical guidance, and collaborative problem-solving. Clarify responsibilities, communicate expectations, and provide implementation support and training on approved processes.
12. Collect and analyze key performance indicators established by the Executive Director. Prepare dashboards and status reports on financial accuracy, service timeliness, project completion, and improvement efforts; recommend corrective actions.
13. Evaluate relevant finance practices, project management methods, and technology tools. Gather stakeholder feedback and support implementation of approved improvements that reduce errors and improve operational efficiency.
14. Perform other duties as assigned.

Skills
Accounting, Excel, Project Management, Financial Analysis, Payroll, Documentation

Experience
3+ yrs