What are the responsibilities and job description for the Lead Business Clerk - IDEA Rio Grande Valley (Immediate Opening) position at IDEA Public Schools?
Description
Role Mission: Lead Business Clerks act as responsible financial custodians for their respective campus, but also provide diligent oversight and effective management of Business Clerks within their purview. This encompasses the administration of budgets ranging from $600K to $1.4M across two Principal accounts, handling procurement through purchase orders and leader purchase cards, overseeing school-based activity accounts crucial for local fundraising efforts, assisting with field lesson planning, executing the contracts process, managing campus inventory, and ensuring the Business Clerks under their supervision are effectively carrying out these responsibilities as well. Business Clerks are essential to ensuring students and staff have the resources they need to accomplish our ambitious student achievement goals.
Supervisory Responsibilities: N/A
Location: This is a full-time on-site position located in RGV. Preference will be given to candidates who live in the region, or who are willing to relocate.
Travel Expectations: Up to 10% for stepbacks, conferences and trainings.
What We Offer
Compensation
We offer a comprehensive benefits plan, covering the majority of the employee premium for the base medical plan and subsidizing the majority of costs for a spouse/domestic partner and children. Some of the special benefits we offer at IDEA include:
Essential Duties
What You’ll Do – Accountabilities
Formulate And Manage Schools Budgets While Providing Management And Guidance To a Portfolio Of 4-5 Business Clerks Who Are Engaged In The Exact Following Tasks
Submit 100% accurate campus discretionary budget requests overall and by fund in IDEA’s enterprise resource planning system, Tyler Munis.
Manage $600K-$1.4M in Principal discretionary budgets which support student and staff across both schools of a campus. Ensure school leaders are informed regarding the financial state of their school through consistent monthly check-ins and robust report sharing.
Reconcile negative discretionary budget accounts by the 8th business day every month.
Partner with the Financial Planning Team to accurately forecast results by school to ensure local financial goals are met and schools end the year with a surplus or on target.
Procure Goods And Services In Compliance With IDEA Policies And Procedures While Providing Management And Guidance To a Portfolio Of 4-5 Business Clerks Who Are Engaged In The Exact Following Tasks
Enter 100% of requisitions in Tyler Munis within two business days of the initial request from campus staff.
Ensure timely vendor payments by receiving 100% of all goods or services in Tyler Munis within one business day of delivery and include all appropriate documentation such as packing slips.
Procure all goods or services with an approved purchase order (except for purchase card expenses).
Reconcile all assigned purchase cards by the 2nd business day of the following month. Ensure all corresponding purchase card receipts are shared by the 3rd business day of the following month and include an accurate transaction summary report.
Assist school leaders in delivering training sessions to campus staff regarding procurement policies and procedures, including student travel for field lessons, short-term rentals, and food for students and staff.
Manage Local Campus And Student Activity Accounts While Providing Management And Guidance To a Portfolio Of 4-5 Business Clerks Who Are Engaged In The Exact Following Tasks
Support precise fundraising balance reporting by submitting accurate and complete cash receipt documentation for all campus and student activity fund deposits by the last day of the month.
Enter 100% of local account requisitions in Tyler Munis within two business days of the initial request from campus staff.
Assist school leaders in delivering training to campus staff regarding campus and student activity fund policies and procedures.
Ensure all staff managing fundraising efforts have completed cash handling training.
Weekly/Bi-weekly Check-Ins: Conduct regular check-ins with direct reports to discuss progress, address concerns, and provide guidance on priorities and objectives.
Performance Monitoring: Keep track of direct reports' progress towards daily, weekly, and monthly goals, offering support and assistance when needed to ensure they achieve their targets.
Performance Evaluation: will be responsible for evaluating employee performance using various mechanisms such as 2x2's and APRs, which are part of the IDEA framework.
Empathy and Support: Demonstrate empathy and understanding towards direct reports, fostering a supportive work environment that promotes personal and professional growth.
Proactive Coaching: Provide proactive and in-the-moment coaching to direct reports when necessary, offering constructive feedback and guidance to help them overcome challenges and improve their performance.
Collaboration: Foster a collaborative work environment by encouraging open communication and cooperation among direct reports, facilitating the exchange of ideas, and promoting a culture of teamwork.
Additional Duties And Responsibilities
Other duties as assigned.
What You Will Bring – Competencies
Build a Culture of Trust: This team member proactively builds strong personal and professional relationships with individual stakeholders and regularly seeks feedback to improve their work experience. They create a supportive environment where others feel safe to take risks and learn from mistakes without fear of retribution.
Communicate Deliberately: This team member communicates clearly and professionally, delivering concise messages tailored to their audience. They actively listen, engage in dialogue by asking and clarifying questions, and follow up to ensure shared understanding in both individual and group settings.
Grow Self and Others: This team member regularly offers affirming and adjusting feedback, maintaining a positive balance that reinforces growth and motivation. They provide transparent, candid performance insights and offer consistent coaching and development aligned with individual goals, supporting both direct reports and cross-functional partners.
Make Strategic Decisions: This team member makes informed decisions by gathering reliable information, asking clarifying questions, and evaluating multiple options. They thoughtfully align their choices with team objectives, current responsibilities, and the broader mission of the organization.
Manage Work and Teams: This team member sets clear, measurable goals and regularly reflects on progress, adjusting actions as needed. They prioritize work aligned with their goals using a task management system and consistently meet deadlines through effective time management.
Additional Skills
Required Education and Experience:
HS Diploma or GED required
2-3 years as an IDEA Public Schools Business Clerk required
Preferred Education And Experience
1-2 years of accounting experience preferred
Physical Requirements
Prolonged periods of sitting at a desk and working at a computer (up to 8 hours per day).
Frequent use of hands and fingers to operate office equipment, including computers, phones, copiers, and scanners.
Ability to lift or move objects up to 20 pounds occasionally (e.g., boxes of supplies, files, bid binders).
Frequent standing, walking, and reaching within office or warehouse environments.
Ability to read printed materials, spreadsheets, and computer screens for extended periods.
Ability to communicate effectively with vendors, staff, and other stakeholders in person, via phone, or through virtual meetings.
Occasional travel to regional campuses, vendor sites, or training sessions (may involve driving or air travel).
IDEA Public Schools does not discriminate on the basis of race, color, national origin, age, sex or disability, in admission or access to, or treatment of employment in its programs and activities. Any person having inquiries concerning the organization's compliance with the regulations implementing Title VI of Civil Rights Act of 1964 (Title VI), Section 504 of the Rehabilitation Act of 1973 (Section 504), or Title II of the Americans with Disabilities Act of 1990 (ADA), may contact IDEA Human Resources at (956) 377-8000.
Role Mission: Lead Business Clerks act as responsible financial custodians for their respective campus, but also provide diligent oversight and effective management of Business Clerks within their purview. This encompasses the administration of budgets ranging from $600K to $1.4M across two Principal accounts, handling procurement through purchase orders and leader purchase cards, overseeing school-based activity accounts crucial for local fundraising efforts, assisting with field lesson planning, executing the contracts process, managing campus inventory, and ensuring the Business Clerks under their supervision are effectively carrying out these responsibilities as well. Business Clerks are essential to ensuring students and staff have the resources they need to accomplish our ambitious student achievement goals.
Supervisory Responsibilities: N/A
Location: This is a full-time on-site position located in RGV. Preference will be given to candidates who live in the region, or who are willing to relocate.
Travel Expectations: Up to 10% for stepbacks, conferences and trainings.
What We Offer
Compensation
- Compensation for this role is set at an hourly rate ranging between $21.64 for 0 years of experience and $27.15
- This role is also eligible for a performance bonus based on team performance and goal attainment.
We offer a comprehensive benefits plan, covering the majority of the employee premium for the base medical plan and subsidizing the majority of costs for a spouse/domestic partner and children. Some of the special benefits we offer at IDEA include:
- Paid Family Leave: Eligible staff may receive up to 8 weeks of paid leave for the birth or adoption of a child, based on their tenure with the organization and caregiver designation.
- Tuition Reimbursement: Staff members may apply for up to 50% of tuition paid toward a qualifying degree program, up to $5,250 maximum per year subject to manager discretion and budget availability.
- Employer-Paid Mental/Behavioral Health: 5 face-to-face counseling sessions within a year, unlimited 24/7 telephonic counseling, and other work-life services available at no cost.
Essential Duties
What You’ll Do – Accountabilities
Formulate And Manage Schools Budgets While Providing Management And Guidance To a Portfolio Of 4-5 Business Clerks Who Are Engaged In The Exact Following Tasks
Submit 100% accurate campus discretionary budget requests overall and by fund in IDEA’s enterprise resource planning system, Tyler Munis.
Manage $600K-$1.4M in Principal discretionary budgets which support student and staff across both schools of a campus. Ensure school leaders are informed regarding the financial state of their school through consistent monthly check-ins and robust report sharing.
Reconcile negative discretionary budget accounts by the 8th business day every month.
Partner with the Financial Planning Team to accurately forecast results by school to ensure local financial goals are met and schools end the year with a surplus or on target.
Procure Goods And Services In Compliance With IDEA Policies And Procedures While Providing Management And Guidance To a Portfolio Of 4-5 Business Clerks Who Are Engaged In The Exact Following Tasks
Enter 100% of requisitions in Tyler Munis within two business days of the initial request from campus staff.
Ensure timely vendor payments by receiving 100% of all goods or services in Tyler Munis within one business day of delivery and include all appropriate documentation such as packing slips.
Procure all goods or services with an approved purchase order (except for purchase card expenses).
Reconcile all assigned purchase cards by the 2nd business day of the following month. Ensure all corresponding purchase card receipts are shared by the 3rd business day of the following month and include an accurate transaction summary report.
Assist school leaders in delivering training sessions to campus staff regarding procurement policies and procedures, including student travel for field lessons, short-term rentals, and food for students and staff.
Manage Local Campus And Student Activity Accounts While Providing Management And Guidance To a Portfolio Of 4-5 Business Clerks Who Are Engaged In The Exact Following Tasks
Support precise fundraising balance reporting by submitting accurate and complete cash receipt documentation for all campus and student activity fund deposits by the last day of the month.
Enter 100% of local account requisitions in Tyler Munis within two business days of the initial request from campus staff.
Assist school leaders in delivering training to campus staff regarding campus and student activity fund policies and procedures.
Ensure all staff managing fundraising efforts have completed cash handling training.
Weekly/Bi-weekly Check-Ins: Conduct regular check-ins with direct reports to discuss progress, address concerns, and provide guidance on priorities and objectives.
Performance Monitoring: Keep track of direct reports' progress towards daily, weekly, and monthly goals, offering support and assistance when needed to ensure they achieve their targets.
Performance Evaluation: will be responsible for evaluating employee performance using various mechanisms such as 2x2's and APRs, which are part of the IDEA framework.
Empathy and Support: Demonstrate empathy and understanding towards direct reports, fostering a supportive work environment that promotes personal and professional growth.
Proactive Coaching: Provide proactive and in-the-moment coaching to direct reports when necessary, offering constructive feedback and guidance to help them overcome challenges and improve their performance.
Collaboration: Foster a collaborative work environment by encouraging open communication and cooperation among direct reports, facilitating the exchange of ideas, and promoting a culture of teamwork.
Additional Duties And Responsibilities
Other duties as assigned.
What You Will Bring – Competencies
Build a Culture of Trust: This team member proactively builds strong personal and professional relationships with individual stakeholders and regularly seeks feedback to improve their work experience. They create a supportive environment where others feel safe to take risks and learn from mistakes without fear of retribution.
Communicate Deliberately: This team member communicates clearly and professionally, delivering concise messages tailored to their audience. They actively listen, engage in dialogue by asking and clarifying questions, and follow up to ensure shared understanding in both individual and group settings.
Grow Self and Others: This team member regularly offers affirming and adjusting feedback, maintaining a positive balance that reinforces growth and motivation. They provide transparent, candid performance insights and offer consistent coaching and development aligned with individual goals, supporting both direct reports and cross-functional partners.
Make Strategic Decisions: This team member makes informed decisions by gathering reliable information, asking clarifying questions, and evaluating multiple options. They thoughtfully align their choices with team objectives, current responsibilities, and the broader mission of the organization.
Manage Work and Teams: This team member sets clear, measurable goals and regularly reflects on progress, adjusting actions as needed. They prioritize work aligned with their goals using a task management system and consistently meet deadlines through effective time management.
Additional Skills
Required Education and Experience:
HS Diploma or GED required
2-3 years as an IDEA Public Schools Business Clerk required
Preferred Education And Experience
1-2 years of accounting experience preferred
Physical Requirements
Prolonged periods of sitting at a desk and working at a computer (up to 8 hours per day).
Frequent use of hands and fingers to operate office equipment, including computers, phones, copiers, and scanners.
Ability to lift or move objects up to 20 pounds occasionally (e.g., boxes of supplies, files, bid binders).
Frequent standing, walking, and reaching within office or warehouse environments.
Ability to read printed materials, spreadsheets, and computer screens for extended periods.
Ability to communicate effectively with vendors, staff, and other stakeholders in person, via phone, or through virtual meetings.
Occasional travel to regional campuses, vendor sites, or training sessions (may involve driving or air travel).
IDEA Public Schools does not discriminate on the basis of race, color, national origin, age, sex or disability, in admission or access to, or treatment of employment in its programs and activities. Any person having inquiries concerning the organization's compliance with the regulations implementing Title VI of Civil Rights Act of 1964 (Title VI), Section 504 of the Rehabilitation Act of 1973 (Section 504), or Title II of the Americans with Disabilities Act of 1990 (ADA), may contact IDEA Human Resources at (956) 377-8000.
Salary : $22 - $5,250