Title: Financial Specialist FLSA Status: Nonexempt
Classification: Administrative Support
Immediate Supervisor: Associate Director of Finance
Job Summary: This position is responsible for reviewing monitoring and processing a variety of
financial transactions for the District including office systems management workflow and work processes work instructions processes procedures accounts payable audit financial reporting transactions reconciliation PCards accounting software implementation and maintenance and analysis of new software applications in the financial area. In addition this position will be a primary resource and support for building secretaries and other District staff.
Hiring Specifications:
Education
- Associate Degree
- Bachelors degree in accounting or other related fields preferred.
Certification
Experience
- Experience with accounting procedures financial reporting and software
Skills Knowledge & Abilities
- Effective oral and written communication skills
- Ability to work effectively cooperatively and respectfully with staff parents and community members regardless of race creed color gender sexual orientation gender identity ethnic/national origin religion marital status age socioeconomic status or disability
- Ability to organize work procedures set goals and meet deadlines
- Ability to work in a team setting to achieve the financial goals of the district
- Ability to analyze needs and propose effective solutions
- Effective conflict resolution skills
- Ability to maintain confidentiality
- Ability to communicate with a diverse group of people with varying backgrounds
- Ability to work independently on assigned duties
Technology Requirements
- Basic computer skills (computer navigation email web browser Employee Portal)
- Intermediate computer skills (Google Suites search function student information systems)
- High computer skills (Informational systems specific to position)
- Ability to reach all skill levels listed if not already acquired
Supervision of Others:
Personal Contacts:
- District personnel
- Vendors and contractors
Job Duties:
- Compiles financial information and completes applicable reports following specified guidelines.
- Support to all building secretaries regarding customer service finance and all other general secretarial duties.
- Managing and processing bills and invoices ensuring timely vendor payments reviewing statements and maintaining accurate financial records.
- Generates buildinglevel financial reports as needed.
- Assist with the preparation of the annual audit.
- Process incoming mail to the Business Office.
- Assists with projectbased assignments and other office responsibilities as directed by the Associate Director of Finance and Chief Financial Officer.
- Reconcile and manage the District PCard system and other software systems.
- Monitor and guide financial activities of District affiliated groups (e.g. Booster Clubs and PTOs).
- Print and process purchase orders.
- Ensure compliance with internal accounting policies and procedures.
- Perform other duties as assigned.
Physical Requirements:
| | NEVER 0% | OCCASIONAL 132% | FREQUENT 3366% | CONSTANT 67% |
A. | Standing | | X | | |
B. | Walking | | X | | |
C. | Sitting | | | | X |
D. | Bending/Stooping | | X | | |
E. | Pushing/Pulling | | X | | |
F. | Reaching | | X | | |
G. | Climbing/Stairs | | X | | |
H. | Driving | | X | | |
I. | Lifting | | X | | |
J. | Carrying | | X | | |
K. | Manual Dexterity Tasks | | | | |
| Telephone | | | X | |
| Computer | | | | X |
| Other | | | | |
L. | Working Conditions | | | | |
| Inside | | | | X |
| Outside | X | | | |
| Extremes in temp/humidity | X | | | |
Additional requirements:Successful completion of postoffer drug screening and physical as wellas background check.
Terms of Employment: Twelvemonth assignment per Board policy and administrative guidelines. Performance evaluated annually.
Required Experience:
Unclear Seniority