Finance Technical Specialist Division Administration Office

Job Title: Finance Technical Specialist

Location: Division Administration Office

Reports to: Chief Financial Officer

FLSA Status: Non-Exempt

Summary:

The Finance Technical Specialist administers the Divisions purchasing accounts and vendor platforms and serves as the primary financial resource for school bookkeepers and administrative technician staff. The position provides technical assistance training and guidance on financial policies procedures accounting practices and financial systems to ensure compliance with School Board policies applicable regulations and generally accepted accounting principles (GAAP). Work is performed under the general supervision of the Chief Financial Officer.

Essential Functions:

Purchasing Accounts

• Administer the Divisions purchasing accounts and vendor platforms including the Bank of America Purchasing Card (P-Card) Amazon Business Kurtz Kroger SAMs Club and other approved purchasing programs.
• Establish modify suspend and close purchasing accounts; maintain user records spending limits merchant category restrictions and purchasing controls.
• Monitor purchasing activity for policy compliance unusual transactions duplicate payments and potential fraud.
• Coordinate with financial institutions and vendors to resolve disputed transactions fraudulent activity lost or stolen cards and other account issues.
• Maintain the Divisions Amazon Business purchasing program and its integration with the P-Card program.
• Develop and maintain purchasing account procedures manuals and training materials.
• Provide onboarding and ongoing training for employees using purchasing accounts and vendor platforms.

School Finance Support

• Serve as the primary resource for school bookkeepers and administrative technician staff on school operating budgets School Activity Funds (SAF) financial systems policies and procedures.
• Provide oversight and support for SAF operations to ensure compliance with policies and financial guidelines.
• Maintains the SAF financial system including user access permissions and maintaining the chart of accounts to accommodate schools evolving financial reporting needs.
• Coordinate the annual SAF audits with auditors and schools principals and bookkeepers.
• Support schools in utilizing the SAF financial system to collect payments via credit cards.
• Updates and maintains the School Bookkeepers manual to ensure procedures align with current policies and regulations instructions to process transactions in financial systems and guidelines for handling situations.

Other Duties

• Support the Chief Financial Office with purchasing initiatives contract administration and special projects.

Note: This job description in no way states or implies that these are the only duties to be performed by this employee. The Finance Technical Specialist will be required to follow any other instructions and to perform any other duties as assigned by the Chief Financial Officer. CCS reserves the right to update revise or change this job description and related duties at any time.

Education and/or Experience:

An Associates degree in Accounting Finance Business Administration or a related field required; Bachelors degree preferred. Minimum of five years of progressively responsible experience in accounting school finance bookkeeping purchasing or financial administration. Valid Virginia drivers license required.

Knowledge Skills and Abilities:

Knowledge

• Accounting and bookkeeping principles and practices.
• Office technology and financial system software.
• Purchasing procurement and internal control procedures

Skills

• Strong verbal and written communication.
• Analytical and problem-solving.
• Customer service and relationship management.
• Training and presentation.

Abilities

• Interpret and apply financial policies procedures and regulations.
• Exercise sound judgement and maintain a high level of accuracy and attention to detail.
• Establish effective working relationships with diverse stakeholders.
• Work independently prioritize multiple priorities and meet deadlines.
• Adapt to changing priorities and interruptions.
• Learn and effectively use Google Suite and financial/accounting software.

Physical Conditions and Nature of Work:

The usual and customary methods of performing the jobs functions require the following physical demands: some lifting carrying pushing and/or pulling; and significant manual dexterity. Generally the job requires 75% sitting 10% walking and 15% standing.The job is performed in a generally clean and healthy environment.

Evaluation:

Performance will be evaluated in accordance with the School Board policy and administrative regulations governing support staff evaluations.

Contract Length:

12 months/260 unless otherwise specified for a different length and will be discussed during the hiring process

Required Experience:

IC