Finance Specialist

JOB TITLE: FINANCE SPECIALIST

DEPARTMENT: Finance

REPORTS TO: Chief Financial Officer

FLSA STATUS/CLASSIFICATION: Non-Exempt Level 9

SUPERVISORY DUTIES: None

APPROVED ON: 02/14/2023

SUMMARY: Maintains oversight of all cash received by the District and provides assistance to the sites for the point-of-sale system. Assist District personnel with appropriate coding structure and iVisions accounting support.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Manage District Point of Sale System and Site Users - Intouch
• Assist  all Departments with adding and maintaining appropriate coding structure   
• Input revenue codes in General Ledger; input in Intouch System
• Maintain active listing of approved fees; input into Intouch System
• Assist in the  annual transmittal for Board approval of fees, or as needed throughout the year
• Establish/maintain budget control groups for account management
• Act as liaison to school personnel for iVisions accounting support
• Distribute district/department budget, as requested
• Credit Card Revenue Reconciliation and maintains and monitors all District online sales 
• Conduct school/site trainings for point-of-sale
• Review school EOP reports/Deposit Transmittals
• Prepare and monitor District accounts receivable transactions
• Prepare revenue transmittal to County School Offices 
• Process Returned Check Recovery documentation for HUSD Revenue Clearing Account
• Balance District cash records, including budget control groups with county records
• Prepares various other reports, as requested and retrieves records for auditors, department heads
• Research budget history to provide financial data and verification of account balances
• Monitor account balances and codes to ensure adequate fund balances
• Assists with the analysis of the  District liability exposure as it relates to various activities, e.g. student travel, vendor activities, fundraising activities and facilities rental
• Assist with the processing of (EPAR) Electronic Personnel Action Request against budget capacity
• Act as liaison for all fundraisers and student travel requiring Superintendent approval
• Maintain active listing of all approved fundraisers and student travel
• Acquire and maintain active listing/information of all District check signers
• Acquire and maintain active listing and Governing Board compliance documentation of all District PTO’s, PTA’s and Boosters
• Helps with front desk coverage as needed

KNOWLEDGE, SKILLS & ABILITIES:

• Ability to operate standard office equipment
• Knowledge of generally accepted accounting and purchasing practices
• Ability to communicate effectively verbally and in writing
• Ability to do detailed mathematical computations
• Ability to maintain confidentiality
• Produce accurate work and complete assignments with minimal supervision
• Ability to apply common sense understanding to solve practical problems and deal with a variety of situations
• Ability to work cooperatively and courteously with staff, students, parents and community members
• Knowledge of applicable Federal and State laws, district procedures and Board policies
• Ability to handle confrontation and conflict without an emotional response

QUALIFICATIONS & REQUIREMENTS: 

Education & Experience: 

• High School diploma or equivalent
• Previous accounting/banking experience
• Experience with automated accounting systems
• Any equivalent combination of training, education and experience that meets minimum requirements
• Criminal justice/Fingerprint clearance

Computer Proficiency:  Demonstrated general proficiency in computer programs such as Microsoft Excel, Word and Google Suite. 

PHYSICAL DEMANDS  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform  essential functions.

While performing the duties of this job, the employee is required to reach with hands and arms. The employee is required to sit, stand and walk. The employee may be required to move ten pounds and could occasionally lift or move up to twenty-five pounds.   

WORK ENVIRONMENT:

Indoors and outdoors, with exposure to all weather conditions and temperatures. The noise level in the work environment is generally moderate and may become excessively noisy at times. Contact with employees, students and the public.

Disclaimer: The duties and responsibilities identified in this position description are illustrative only and are in no way intended to be a complete list of activities that may be required of an incumbent. The information contained in this job description is for compliance with the American Disabilities Act (ADA) and is not an exhaustive list of duties performed for this position.  Additional duties are performed by the individual currently holding this position and additional duties may be assigned.