Overview

Estate Planning Attorney Jobs in Springfield, NJ at Levine Haddad & Gregory, LLC

Job Purpose Statement

The Business Manager/Deputy Clerk is an integral member of the school’s leadership team responsible for administering the business affairs of the district. The person in this position stewards the short and long-term financial operations in collaboration with the district superintendent and the board. They oversee the financial resources of the school and the creation of a mission-driven financial plan that balances the vision of the school with its financial health and well-being. This position is responsible for the financial matters of the school’s operations including budget development and management, overseeing school purchasing, and financially related HR decisions.

The Business Manager is committed to the pursuit of excellence by demonstrating a willingness to speak honestly, listen openly, and work collaboratively as a member of the St Paul School District community. The Business Manager demonstrates personal and professional honesty and integrity in all aspects of their work at St Paul School District.

Required Education and Experience

Bachelor’s degree and/or relevant field or equivalent experience.
Prior experience as a school business manager or training in bookkeeping or other equivalent work experience. Understanding of Oregon’s school support funding formula and ADM reporting.
We are most interested in finding the best candidate for the job. We would encourage you to apply, even if you don’t meet every one of the attributes listed.

Required Skills and Dispositions

Demonstrated skills in using technology and computer-based software, e.g. email, accounting software, Google products, and Microsoft Office Suite. Experience with School ERP Pro is preferred (formerly known as Infinite Visions). Additional required skills include researching information sources and writing reports; money and/or grant management, financial analysis, and budgeting.

Collaborative team player with co-workers and supervisor. Strong communication, interpersonal, leadership, and problem-solving skills.

Ability and willingness to learn and implement all necessary processes for the smooth functioning of the business office; work independently and as part of a collaborative team; demonstrate flexibility and adaptability, maintain a well-organized office; and maintain confidentiality in all district affairs. The candidate must be able and willing to perform responsibilities on site.

Essential Duties and Responsibilities

School Board

Work closely with the St Paul School Board of Directors to ensure their work is aligned with District mission, goals and policies.
Carry out information gathering as determined by the Board and Leadership Team.
Communicate relevant information to the Leadership Team and the Board in a timely fashion.
Work to ensure that Board policy is being correctly administered.

District Administration

Complete reports required by Oregon Department of Education (ODE) and federal agencies, in collaboration with the principal, in a timely manner.
Help facilitate the completion of long-term projects, in collaboration with project leads and administration.
Respond to common inquiries from Board members, parents, staff, regulatory agencies, or members of the community in a professional verbal and written manner.
Perform Human Resources duties as assigned, including Public Employees Retirement System (PERS) and Oregon Educators Benefit Board (OEBB), personnel confidential files, contracts, and salary scheduling in collaboration with the superintendent.

Financial

Assume responsibility for the financial affairs of the district, including bank statements, accounts payable/receivable, payroll, and credit card use; and monitor revenues and expenditures throughout the year.
Develop financial strategies by forecasting capital facilities and staffing requirements. Act as co-custodian of school district funds and develop plans for their utilization.
Ensure compliance with district, state, and federal laws, rules, and regulations.

Act as the district purchasing agent; supervise and coordinate purchase orders and accounts payable functions, ensuring that expenditures are charged to appropriate accounts.

Coordinate all district grant accounting and financial reporting.
Provide information, prepare periodic reports, and maintain all necessary records as requested by the superintendent, Oregon Department of Education, and any other agencies.
Arrange annual audits of all accounts and records by an independent certified public accountant selected by the Board.
Prepare and report monthly financial status updates reports for Board meetings.
Perform a variety of revenue forecasts and cash-flow analysis; prepare revenue and expenditure projections; collaborate with the superintendent to develop the annual budget. Includes assisting in the presentation, justification, and preparation of additional analysis required to understand the budget proposal for action by the Board.
Coordinate, process, and control the transfer of budgeted funds.

Other Job Functions

Maintain professional and technical knowledge and skills by participating in professional development opportunities.
Represent the District in its dealings with other school systems, institutions, agencies, community organizations, and the general public.
Perform other tasks as requested by the Board and/or leadership team.

Work Environment

The work environment characteristics described here are representative of those an employee would encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

As an exempt employee, the person in this position occasionally performs work beyond a normal work week when workload requires. Irregular working hours are uncommon. St Paul School District is a very small district with a dedicated staff and Board. Our work culture is collaborative and respectful. Our team consists of, on average, 45 staff members (both full and part-time).

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Title: Estate Planning Attorney

Company: Levine Haddad & Gregory, LLC

Location: Springfield, NJ

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