Statement of Purpose/Effect for Proposed Amendments or

11/2/21 – Second Reading

Statement of Purpose/Effect for Proposed Amendments or Adoptions to the Job Descriptions

Proposed Title

New Unit

New PG

Current Title

Current Unit

Current PG Purpose Financial Effects

Auditor, Internal ADM 10 ------------ -------- -------- Currently the District contracts with an outside Auditor; however, this new position would provide the District with internal oversight on spending to allow the District to be good stewards of the money it receives. Even though the District does not yet meet the statute threshold of $500 million to be a position required in statute, the District is very close to receiving that threshold amount.

This position will provide leadership, assistance and guidance to departments in the tracking of their spending to ensure that every dollar the District receives is spent and falls within the budget constraints assigned for that program area. This position would be placed in the Administrative Unit at a Pay Grade of 10.

The estimated cost for one new hire would be $94,723.65 for salary and benefits.

However, if a current employee is chosen to fill the position, the estimated cost may be significantly lower.

Assistant, Auditor PT 28 ------------ -------- -------- Currently the District contracts with an outside Auditor; however, this new position would provide the District with internal oversight on spending to allow the District to be good stewards of the money it receives. Even though the District does not yet meet the statute threshold of $500 million to be a position required in statute, the District is very close to receiving that threshold amount.

This position will assist the Internal Auditor position in reviewing District spending and providing guidance to each department to ensure that every dollar the District receives is spent and falls within the budget constraints assigned for that program area. This position would be placed in the Professional/Technical Unit at a Pay Grade of 28.

The estimated cost for one new hire would be $70,729.16 for salary and benefits.

However, if a current employee is chosen for the position, the estimated cost may be significantly lower.

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SCHOOL DISTRICT OF ALAUCHA COUNTY AUDITOR, INTERNAL

JOB DESCRIPTION

JOB CODE: 75019 BARGAINING UNIT ELIGIBILITY: No

FLSA: Exempt PAY GRADE: 10

CONTRACT CODE: 05 SALARY SCHEDULE: Administrative

QUALIFICATIONS:

(1) Bachelors degree from an approved accredited educational institution in business

administration or accounting; and

(2) Minimum of three (5) years verifiable experience in auditing or equivalent governmental

accounting experience.

(3) Valid Florida Driver’s License.

KNOWLEDGE, SKILLS AND ABILITIES:

Knowledge of accounting standards, Florida statutes, and State Board of Education rules as they

apply to school internal accounts. Knowledge of Board Policies and procedures. Ability to

perform work accurately and thoroughly. Ability to train and consult in school bookkeeping

methods. Problem-solving ability. Ability to find a solution for or to deal proactively with work-

related problems. Ability to comprehend complex technical topics and specialized information.

Ability to complete assigned tasks under stressful situations. Knowledge of training techniques.

Exhibit good listening and comprehension skills. Ability to work cooperatively with other

departments and agencies. Ability to use media technology. Skill in the use of computer

technology. Ability to maintain complex records, to assemble and organize such data and to

prepare reports from such records. Ability to communicate effectively both orally and in writing.

Ability to use effective communication strategies to interact with a variety of audiences. Ability

to establish and maintain effective working relationships with school and district personnel.

REPORTS TO:

Superintendent

JOB GOAL

To provide effective and efficient leadership and training to keep the District in

compliance with rules regarding internal accounts and to assists District staff with their

financial responsibilities.

SUPERVISES:

Assigned Personnel

PERFORMANCE RESPONSIBILITIES:

*(1) Conduct audits of internal accounts at all schools, centers, and departments annually.

*(2) Develop and recommend modifications of existing systems to improve efficiency

and effectiveness as it relates to the assigned area.

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AUDITOR, INTERNAL (Continued)


*(3) Prepare school and center audit reports for submittal to the Superintendent and

School Board.

*(4) Develop an evaluation procedure for auditing processes.

*(5) Maintain a close working relationship with appropriate personnel to ensure information

exchange and coordination of efforts.

*(6) Coordinate in-service training of clerical and bookkeeping personnel as it relates to

internal account records.

*(7) Provide in-service training in required reports preparation and utilization of data

processing as it relates to internal school funds.

*(8) Maintain a network of peer contacts through professional organizations.

*(9) Prepare internal accounts procedural manuals and directives necessary for school

personnel to fulfill internal fund requirements.

*(10) Plan and develop systemic auditing procedures and practices for business functions.

*(11) Audit travel logs for all fleet vehicles.

*(12) Review and analyze all federal grant expenditures for adequate documentation and

compliance with the grant.

*(13) Conduct follow-up audits as directed by the Superintendent to review compliance after

deficiencies have been noted.

*(14) Propose internal fund policies to the Superintendent as may be necessary for efficient

and accurate control of internal funds.

*(15) Communicate with principals and other employees regarding audit evaluations and

recommendations.

*(16) Supervise assigned personnel, conduct annual performance appraisals and make

recommendations for appropriate employment actions.

*(17) Demonstrate proactive leadership and effective management skills to motivate and gain

commitment of staff to facilitate task accomplishment.

*(18) Utilize appropriate strategies to make decisions regarding planning, utilization of funds,

delivering services and evaluation of services provided.

*(19) Be knowledgeable of and adhere to Board policies.

*(20) Assist in the interpretation of programs, philosophy and policies of the district to staff and

the community.

*(21) Interact with parents, outside agencies, business and community to enhance the

understanding of district initiatives and priorities and to elicit support and assistance.

*(22) Represent the district in a positive and professional manner and demonstrate support for

the school district and its goals and priorities.

*(23) Monitor district compliance with applicable codes, rules and statutes.

*(24) Keep abreast of legal requirements and proposed changes in areas of responsibility and

provide advice to the supervisor as to their impact on the District.

*(25) Demonstrate initiative in identifying potential problems or opportunities for improvement

and take appropriate action. Keep supervisor informed of potential problems or unusual

events.

*(26) Attend meetings and conferences to promote professional growth and benefit the District.

*(27) Maintain expertise in assigned area to fulfill project goals and objectives.

*(28) Prepare or supervise the preparation of all reports and maintain updated and accurate

records.

*(29) Develop appropriate Board agenda items pertaining to areas of responsibility.

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AUDITOR, INTERNAL (Continued)


*(30) Communicate effectively with the public, staff members, administrators, and other contact

persons using tact and good judgment.

*(31) Respond to inquiries and concerns in a timely manner.

*(32) Model and maintain high ethical standards.

*(33) Adhere to applicable safety standards.

*(34) Follow attendance, punctuality and proper dress rules.

*(35) Maintain confidentiality regarding school/workplace matters.

*(36) Serve on school/district committees as required or appropriate.

(37) Perform other duties as assigned.

*Essential Performance Responsibilities

PHYSICAL REQUIREMENTS:

Medium Work: Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force

as frequently as needed to move objects.

TERMS OF EMPLOYMENT:

• Salary and benefits shall be paid consistent with the Board’s approved salary schedule.

• Length of the work year and hours of employment shall be those established by the Board.

EVALUATION:

Performance of this job will be evaluated in accordance with provisions of the Board’s policy on

evaluation of personnel.

Job Description Addendum No. 11

Adopted: _________

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SCHOOL BOARD OF ALACHUA COUNTY, FLORIDA ASSISTANT, AUDITOR

JOB DESCRIPTION

JOB CODE: 75033 BARGAINING UNIT ELIGIBILITY: No

FLSA: Exempt PAY GRADE: 28

SALARY SCHEDULE: Professional/Technical

QUALIFICATIONS:

(1) Associates degree from an approved accredited educational institution in business

administration, accounting, or related field;

(2) Minimum of three (3) years of verifiable experience in accounting auditing or internal

controls; or

(3) An equivalent combination of training and experience.

(4) Valid Florida Driver’s license.

KNOWLEDGE, SKILLS AND ABILITIES:

Knowledgeable of accounting standards, Florida Statutes, rules and regulations pertaining to

school internal accounts. Knowledge of Board Policies and procedures. Ability to perform work

accurately and thoroughly. Ability to find a solution for or to deal proactively with work-related

problems. Ability to comprehend complex technical topics and specialized information. Ability

to complete assigned tasks under stressful situations. Basic understanding and knowledge of use

of current technology, as required for the position. Exhibit good listening and comprehension

skills. Ability to keep others adequately informed with tact and good judgement. Skill in the use

of computer technology. Ability to maintain complex records, to assemble and organize such data

and to prepare reports from such records. Ability to select and use appropriate communication

methods. Ability to communicate effectively both orally and in writing. Ability to establish and

maintain effective working relationships with school and district personnel.

REPORTS TO:

Auditor, Internal

JOB GOAL

To assist in the providing effective training and auditing of financial records of the

District.

SUPERVISES:

Assigned Personnel

PERFORMANCE RESPONSIBILITIES:

*(1) Assist in auditing school and/or district internal accounts on an annual basis.

*(2) Collaborate with school and district personnel to resolve audit and/or internal control

issues.

*(3) Coordinate in-service trainings for clerical and bookkeeping personnel as it relates to

internal account records.

*(4) Assist in the development of evaluation procedures and auditing processes.

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PTASSISTANT, AUDITOR (Continued)


*(5) Prepare procedure manuals that provide directives in meeting internal account

requirements.

*(6) Prepare related financial records and pre-audit documents.

*(7) Perform account reconciliations and account analysis as needed.

*(8) Travel to and from schools and/or departments as needed for training, auditing, or

related responsibilities.

*(9) Adhere to state statutes and district purchasing policies and procedures.

*(10) Serve on school/district committees as required or appropriate.

*(11) Adhere to good safety standards.

*(12) Attend all staff meetings and workshops.

*(13) Assist with maintaining a clean and orderly environment.

*(14) Be knowledgeable of and adhere to Board policies and procedures.

*(15) Communicate effectively with the public, staff members, parents, students, administrators

and other contact persons using tact and good judgment.

*(16) Demonstrate initiative in identifying potential problems or opportunities for

improvement. Keep supervisor informed of potential problems or unusual events.

*(17) Demonstrate initiative in the performance of assigned responsibilities.

*(18) Demonstrate support for the school district and its goals and priorities.

*(19) Exhibit interpersonal skills to work as an effective team member.

*(20) Follow attendance, punctuality and proper dress rules.

*(21) Maintain confidentiality regarding school/workplace matters.

*(22) Maintain expertise in assigned area.

*(23) Manage time efficiently.

*(24) Model and maintain high ethical standards.

*(25) Participate in cross-training activities as required.

*(26) Participate successfully in the training programs offered to increase skill and proficiency

related to assignment.

*(27) Maintain updated and accurate records.

*(28) Represent the District in a positive and professional manner.

(29) Perform other duties as assigned.

*Essential Performance Responsibilities

PHYSICAL REQUIREMENTS:

Light Work: Exerting up to 20 pounds of force occasionally and/or up to 10 pounds of force as

frequently needed to move objects.

TERMS OF EMPLOYMENT:

• Salary and benefits shall be paid consistent with the Board’s approved salary schedule.

• Length of the work year and hours of employment shall be those established by the Board.

EVALUATION:

Performance of this job will be evaluated in accordance with provisions of the Board’s policy on

evaluation of personnel.

Job Description Addendum No. 11

Adopted: ________

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Documents

Statement of Purpose/Effect for Proposed Amendments or