Director of Business and Finance

Position Overview

The Director of Business and Finance reports directly to the Superintendent of Schools and is a key member of the district’s leadership team. This role is responsible for the effective implementation, supervision, and strategic direction of all financial and business operations, non‑instructional support functions, and long‑range facilities planning.

• Budget Development:
  Plans, executes, and monitors the annual operating and capital budgets; assists the Superintendent in providing and presenting information to the School Committee and Town boards.
• Requests & Formatting:
  Provides general supervision for budget development by collecting, collating, and formatting all requests from principals, directors, and department heads.
• Financial Controls:
  Organizes and maintains effective budgetary control procedures, guaranteeing a balance in all categories between allotments and actual expenditures.
• Long‑Range Projections:
  Prepares multi‑year financial projections addressing strategic efforts, including enrollment changes, system‑wide goals, and facilities.
• Trend Analysis:
  Continually analyzes cost patterns and trends; reports regularly to the School Committee on the status of all budgetary accounts.
• Fiscal Systems:
  Institutes and maintains effective management procedures and accounting systems to ensure sound fiscal control and proper recording of receipts/expenditures per Commonwealth statutes.
• Grant Management:
  Maintains financial controls for all revenue, including grants (Special Education and general), capital, and revolving accounts; investigates and processes applications for educational/construction grants from federal, state, and private sources.
• Special Education Finance:
  Works closely with the Director of Student Services on the special education budget, including grants, expenditures, and out‑of‑district tuitions.

• Statutory Reporting:
  Collects, collates, and submits mandated state and federal reports, including the “October School System Summary Report” and the “End‑of‑the‑Year Report.”
• Audit Oversight:
  Provides information during annual financial audits and performs all recommended corrections.
• Legal Application:
  Understands, communicates, and applies statutes from the State Department of Education, the Commonwealth, or the Town of Milton through cooperation with Town Hall.
• Communication:
  Prepares statistical and narrative reports, including financial statements, for the Superintendent, School Committee, and stakeholders.
• Policy Development:
  Participates in system‑wide policy development and supports the Superintendent with special projects and committees.

• Chief Procurement Officer:
  Serves as the School Committee’s Chief Procurement Officer; develops and administers compliant procurement systems for supplies, services, and equipment.
• Bidding & Awards:
  In conjunction with the Town CPO, prepares all necessary bid documents, specifications, and legal notices; conducts bid openings and recommends awards based on adherence to requirements.
• Warrant Oversight:
  Oversees the School Committee’s approval of payroll and accounts payable batches/warrants.
• Vendor & Supply Management:
  Manages contracts with all outside vendors; purchases items necessary for operations and maintains a current, efficient inventory system.

• Personnel Management and Business Office Leadership:
  Supervises and manages Business Office staff, Community School Director, Food Service Director, and oversees Custodial staff by working closely with the Director of Consolidated Facilities; ensures appropriate training for staff.
• Hiring Process:
  Advertises vacancies, reviews applications, and recommends qualified candidates to principals and the Superintendent.
• Training Initiatives:
  In conjunction with Directors, plans and oversees pre‑service and in‑service activities for custodial and food service staff.
• Labor Relations:
  Serves as a key member of contractual negotiating teams, providing financial data and forecasting for fiscal proposals.
• Departmental Oversight:
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