Treasurer & Financials

Role of the Treasurer's Office

The treasurer is the Chief Financial Officer of the District who reports directly to the Board of Education. The major responsibilities of this office include accurately maintaining all financial records, accounts payable, accounts receivable, budgeting, payroll and benefits. The CFO is also responsible for filing the district’s Five-Year Forecast semi-annually. It is an important budgeting and planning tool. Recent submissions of the forecast can be found below. 

Information about the 2019 Operating Levy - Issue 6

This report is a compilation of research and work from the Treasurer’s office to provide the Board of Education with factual data, at its request. The Board of Education identified a goal (summer of 2018) for the Treasurer to compile information that would be useful in its knowledge base and decision-making authority for a possible levy in November 2019. 
 
 
 

Five-Year Forecast

The five-year forecast is the primary document used to assess the financial health of a public school in Ohio. The Ohio Department of Education requires the district to file this report at least twice annually. At the time of completion, it is an educated prediction of how the district will financially perform for the current year, as well as four additional years into the future. This management tool engages district leadership in long range planning of the financial issues facing the district. It is important to realize that this document is a tool and is subject to change as time progresses. Adjustments and changes will inevitably happen between the first and even the second year, let alone the fifth. One of the most important pieces to the forecast are the assumptions or notes. These assumptions provide support and explanation to the numbers. 
 
 

Treasurer

Kyle Smith

Kyle Smith assumed the duties of Treasurer in January 2017, after serving for four years as Assistant Treasurer in Upper Arlington City Schools.  Mr. Smith was formerly Treasurer and Assistant Treasurer of the Portsmouth City School District in Scioto County. He holds a bachelor’s degree in Business Administration with a major in finance from Ohio University. He has continued his education, with additional course work in school law, school finance, ethics and economics.  He is active in several professional organizations, including the Ohio Association of School Business Officials and the Ohio Government Finace Officers Association. He also works on legislative initiatives to support and advocate for public school funding.

Kyle Smith, Treasurer/CFO
Bexley City School District
348 South Cassingham Road
Bexley, Ohio 43209
(614)  231-7611

Office of the Treasurer Staff

Joan Roberts, Assistant to the Treasurer
Accounts Receivable, Budgetary Accounts, Employee Benefits/Leave of Absences

Joellen Anderson (Jody), Payroll Manager
Payroll and Employee Benefits/Leave of Absences

Karen Armstrong, Accounts Payable
Budgetary Payments to vendors, invoices and purchase orders