Financial Services Specialist Education Center

POSITION TITLE: Financial Services Specialist

DEPARTMENT/LOCATION: Business & Finance/Education Center

STATUS: Classified - Non-Exempt Full Time

HOURS OF WORK: 8 hours per day 5 days per week 242 days per year

POSITION SUMMARY: This position provides centralized financial services for assigned schools and/or departments ensuring consistent application of district financial procedures compliance with regulations and timely processing of routine financial transactions.

PRIMARY DUTIES/RESPONSIBILITIES:

• Follow documented standard operating procedures for centralized bookkeeping
• Process routine financial transactions on behalf of assigned schools and/or departments including purchase requisitions purchase orders invoices deposits expense reports and stipends
• Review transactions for completeness accuracy and compliance prior to submission
• Maintain organized auditready documentation in accordance with district requirements
• Monitor budget balances and review financial transactions
• Track open financial transactions identify discrepancies and coordinate follow-up actions to maintain accuracy and fiscal accountability
• Apply district financial policies procedures and internal controls consistently
• Ensure compliance with state regulations and audit requirements
• Serve as a firstlevel compliance check to prevent downstream errors and rework
• Serve as a primary point of contact for assigned schools or departments regarding routine financial transactions
• Provide clear guidance on financial requirements and timelines
• Coordinate with school/department staff while respecting school and departmentlevel authority and decisionmaking
• Identify recurring issues or opportunities for clarification and improvement
• Work closely with other Business & Finance staff to ensure smooth workflow and issue resolution
• Escalate complex or unusual issues appropriately
• Perform other duties as assigned

Education and Experience Requirements:

High School Diploma required

Minimum of 2-4 years of experience in bookkeeping finance or related work

Experience working with financial systems and documentation

Experience in K-12 education finance preferred

Required Knowledge Skills and Abilities:

Working knowledge of standard bookkeeping practices

Understanding of compliance requirements and internal controls in a publicsector environment

Strong attention to detail high degree of accuracy and organizational skills

Ability to manage multiple priorities and meet deadlines

Effective written and verbal communication skills

Ability to interpret and follow established procedures consistently

Customerservice orientation with a focus on schools and departments

Ability to collaborate effectively as part of a team

Proficiency with Microsoft Office (Excel Word Outlook etc.)

Ability to self-initiate areas of opportunity make recommendations for improvement and follow up as necessary to achieve desired results

PHYSICAL REQUIREMENTS:

This position requires the performance of light work Exerting up to 20 pounds of force occasionally and/or up to 10 pounds of force frequently and/or a negligible amount of force constantly to move objects. The position includes occasional lifting carrying pushing and/or pulling some stooping kneeling crouching and/or crawling and significant fine finger dexterity.

The job is performed in generally hazard free environment and a clean atmosphere

IMPORTANT EMPLOYMENT STATEMENTS

The statements above are intended to describe the general nature of the work being performed and are not intended to be construed as an exhaustive list of all responsibilities duties and skills required. This document describes the position currently available. The District reserves the right to modify job duties or job descriptions at any time.

The Olathe Public Schools prohibit discrimination on the basis of race color ethnicity national origin sex disability age religion sexual orientation or gender identity in its programs activities or employment as required by applicable federal and state laws.

CLEARANCES REQUIRED: Background Clearance TB Test/Physical