Primary Purpose :

Provides professional assistance in the areas of budgeting and accounting, including monthly reporting under the direction of the Budget Director.

• Bachelor’s degree in Business Administration, Accounting, Finance or related field is required.
• TASBO Certification preferred.

Special Knowledge / Skills :

• Microsoft Excel and Word proficient.
• Ability to communicate and work with people at various levels.
• Ability to assist with budgets, accounting, and communicate with district personnel.
• Ability to analyze processes and make recommendations for improvements.
• Knowledge of State / Federal laws and regulations.
• Knowledge of local policies and procedures.
• Ability to establish and maintain effective working relationships with departmental staff and campus budget managers.

Experience / Other Requirements :

• Three years of professional accounting / budget experience is required.
• Two years of experience in school business accounting or another governmental entity is preferred.
• Other finance / business related experience preferred.

Major Responsibilities and Duties :

Budget

• Follows and maintains a process that allows for the compilation and review of the various budgetary needs of campuses and departments.
• Assists with the coordination and preparation of District budget materials for review by the District Leadership team and at monthly Board Meetings.
• Prepares and evaluates monthly financial statements and submits them to the Budget Director.
• Assists campuses / departments with questions / problems regarding budget matters.
• Conducts budget trainings for principals, department managers and campus senior associates.
• Ensures District’s accounting systems operate in accordance with the Financial Accountability System Resource Guide and generally accepted accounting principles.
• Prepares monthly account reconciliations as assigned.
• Prepares journal entries as necessary.
• Approves requisitions and budget transfers.
• Works closely with all staff to facilitate the educational process by accurately and efficiently conducting school business.
• Provides a professional attitude and atmosphere when communicating with staff and patrons.
• Reviews current procedures with suggestions for increased efficiency and accuracy.

Other

• Continually updates knowledge and skills to provide more productivity as the workload increases.
• Continues updating skills through finance and accounting classes.
• Monitors professional, legal, and regulatory information and disseminates to administration and staff.
• Demonstrates behavior that is professional, ethical, responsible, and serves as a role model for all District staff.
• Maintains current knowledge of generally accepted accounting principles and governmental accounting.
• Responsible for properly maintaining district records, adhering to all policies set forth by the district for records maintenance and learning the records retention schedule for department records.
• Performs other duties as assigned.

Supervisory Responsibilities :

Assists with the supervision of the Accounting Specialists.

Working Conditions :

• Ability to concentrate with frequent interruptions.
• Maintains emotional control under stress.
• Ability to lift moderate boxes up to 40 pounds.
• Repetitive hand motions.
• Occasional prolonged or irregular hours.
• Occasional District-wide and occasional State-wide travel.

Last updated : 2024-05-07