Humboldt County Office of Education: External Business Manager

Notice: In July 2022 HCOE classified job descriptions were re-classified. We are working to get the classifications changed on individual job descriptions. A PDF mapping these changes can be found here. For questions please contact the HCOE Personnel Office at (707) 445-7039.

HCOE Job Description

External Business Manager

Position Summary

Under general direction of the Lead Business Administrator, the External Business Services Manager directs the work of various accounting personnel of the Business Office; performs specialized and technical services requiring application and interpretation of data, facts, procedures, legislation and policies; provides highly responsible technical and administrative assistance to school district staff concerning fiscal operations; and does related work as assigned.

Examples of Duties and Responsibilities

  • Plans, assigns, supervises and evaluates the work of a technical accounting unit;
  • Coordinates, supervises and assists in the preparation of adopted budget and interim reports in accordance with state adopted reporting standards;
  • Oversees county office school district oversight responsibilities under AB 1200 in accordance with current legislation;
  • Coordinates, supervises and assists  staff in the analysis and tracking of LEAs’ fiscal status including cash flow, fund balances, assessment of categorical budgets for fiscal compliance, expenditure controls, revenue and expenditure projections, enrollment trends, capital projects, maintenance of effort requirements and other types of fiscal stability indicators;
  • Assists in researching and interpreting the financial implications of legislation on school district and charter school revenue sources;
  • Supervises the preparation and analysis of a variety of types of financial and revenue projections;
  • Maintains a current knowledge of state and federal reporting and compliance regulations as they relate to school district finance: maintains a current knowledge of all state software reporting applications related to school district finance;
  • Assists with the design and implementation of related accounting systems and software;
  •  Provides the lead assistance in understanding charter school regulations related to business operations, fiscal indicators, fiscal oversight and financial reporting requirements; provides support, training and mentoring to school districts in areas of budget development, budget updates, and budget monitoring;
  • Supervises the review, certification and submission of state attendance, enrollment and apportionment reports, including reviewing the reports for accuracy;
  • Oversees specialized fiscal reporting processes such as  special education SELPA reporting and MAA;
  • Assists in the preparation of year-end financial reports;
  • Assists or prepares reports meeting local, state and federal requirements;
  • Leads or assists in conducting workshops which disseminate information regarding state reporting, compliance and software;
  • Works with and assists the district and county office independent auditors;
  • Supervises and coordinates contract services for external budget and financial services;
  • Does related work as assigned.

Employment Standards

Education and Experience

  • Bachelor’s degree in Business Administration or comparable field and a minimum of  five (5) years field experience in fiscal record preparation and maintenance, including two years of advanced-level accounting and record keeping;
  • Supervisory or training experience is highly desired.

Knowledge of:

  • Principles and practices of K-12 school accounting, finance and reporting requirements;
  • Program budgeting, accounting and reporting procedures;
  • Fiscal and budgetary principles and practices;
  • Standard accounting and bookkeeping methods;
  • Financial analysis and research techniques;
  • The Education Code, Government Code and California Code of Regulations as they pertain to school finance;
  • Computerized accounting systems, electronic spreadsheet and word processing applications;
  • Principles of effective personnel supervision.
  • How to design and conduct training workshops.

Ability to:

  • Perform technical and specialized complex financial calculations;
  • Work effectively as a member of the management team in carrying out the mission of the County Office;
  • Work with computerized accounting and data storage and retrieval systems
  • Give directions clearly and demonstrate organization and budget development skills;
  • Analyze and interpret new or revised legislation affecting school fiscal and budgetary affairs;
  • Plan, organize, direct and motivate the work of others;
  • Effectively evaluate the performance of all staff assigned and foster a positive climate within the department;
  • Work well with other department and divisional personnel to ensure a positive and productive work climate within the office overall;
  • Communicate effectively with and offer technical assistance in fiscal areas to district and other management personnel.

Additional Requirements

Individuals who serve as  External Business Manager provide services in the office, as well as in various sites throughout the county, sometimes serving multiple sites in a single workday and represents Humboldt County in the CCSESA External Services Subcommittee requiring monthly travel to Sacramento, public speaking skills, group problem solving and leadership ability. The ability to communicate effectively in writing and the capacity to maintain personal demeanor during periods of peak workflow and perform efficiently within restricted periods are critical factors for success in this position.

Individuals who serve as certificated or classified management personnel must be willing to modify days/hours and to work additional days/hours on occasion with appropriate compensation and be willing to travel using own transportation with mileage reimbursed, or county office fleet vehicle, as the job may require.


LK:jm 3/22/2018

Personnel Director

Jenny Bowen
Director of Personnel Services

Administration Office

Natalie Carrigan
Administrative Assistant - Superintendent

Press Inquiries

Ken Conlin
Communications Center Manager/Public Information Officer