Accounting Associate

I. Position Summary

The Accounting Associate performs a variety of bookkeeping, accounting, and administrative functions to support the Finance Department. This role is responsible for maintaining accurate financial records, processing transactions, and assisting with reporting and audits.

II. Essential Duties and Responsibilities

• Process cash receipts and monitor bank account transactions for General and Restricted Funds
• Prepare accounts payable, process checks, and respond to vendor inquiries
• Coordinate distribution, tracking, and reconciliation of credit cards
• Review invoices for accuracy; match to purchase orders or non-PO documentation; obtain proper approvals and coding for entry
• Perform account reconciliations, analysis, and journal entries
• Provide financial reports and supporting documentation for audits
• Perform administrative duties including composing correspondence, memos, and reports; assist with answering phones as needed
• Maintain organized files and records (e.g., journal entries, cash receipts, accounts payable)
• Set up vendor files, obtain approvals, and collect W-9 documentation
• Provide support to Finance staff and assist with departmental needs

III. Qualifications

A. Education and Experience

• Associate Degree in Accounting, Business, or related field required
• Minimum of three (3) years of accounting experience
• Experience with school systems and PowerSchool eFinance (or similar accounting software) preferred

B. Certifications

• Valid driver’s license required

C. Language Skills

• Ability to read, analyze, and interpret technical procedures, reporting manuals, and applicable laws
• Strong written and verbal communication skills in English

D. Mathematical Skills

• Ability to perform calculations and apply basic algebra concepts

E. Reasoning Ability

• Ability to solve practical problems and interpret various types of instructions (written, oral, diagrammatic, or schedule-based)

F. Computer Skills

• Proficiency in Microsoft Office (Excel, Word, Outlook)
• Experience with accounting software and data entry systems

G. Other Skills and Abilities

• Strong organizational, time management, and multitasking skills
• Ability to collaborate effectively across departments

H. Additional Qualifications

• Detail-oriented with strong accuracy and follow-through
• High level of integrity, accountability, and professionalism
• Ability to maintain confidentiality and handle sensitive information appropriately

IV. Physical Demands

• Regularly required to talk and hear
• Frequently required to stand, walk, and use hands for handling or operating equipment
• Occasionally required to sit, reach, and lift/move up to 25 pounds
• Vision abilities include close, distance, color, peripheral, depth perception, and focus adjustment

V. Work Environment

• Occasional exposure to moving mechanical parts
• Moderate noise level typical of an office environment
• Adherence to safety procedures and proper use of equipment is required