Job Title:                      Finance Specialist

Reports to:                   Chief Financial Officer

Dept./School:               Business Office

Wage/Hour Status:       Non-Exempt

Pay Grade:                   CT6

Date Revised:               12/16/2024

 

Primary Purpose:

 

Oversee the Districts fixed asset inventory and site-based inventories, assist in all accounting and auditing functions for the Business Office, and ensure that the district is in compliance with all federal, state, and local accounting standards.

 

Qualifications

 

Education/Certification:

 

High School Diploma or GED required

 

 

Special Knowledge/Skills:

 

Working knowledge of financial applications and accounting software

Strong organizational, communication, accounting, and interpersonal skills

Ability to use personal computer and software to develop spreadsheets, perform data analysis, and produce word processing documents

Ability to interpret policy, procedures, and data

Ability to manage fixed assets and budget

 

Experience:

 

Two years’ experience in school district preferred

 

Major Responsibilities and Duties

 

General

 

  1. Demonstrate thoroughness, reliability, and a high degree of accuracy in performing work assignments.
  2. Work cooperatively with others and maintain a positive attitude in the work environment.
  3. Demonstrate initiative and good judgment in problem solving and decision making.
  4. Report promptly and maintain good attendance.
  5. Use time productively on the job.
  6. Follow district policies, rules, and regulations.
  7. Accept supervisory direction.
  8. Strive to improve job skills.
  9. Demonstrate tact, courtesy, and helpfulness in dealing with staff, students, parents, and visitors in the district.

 

 

 

 

Fiscal Management

 

  1. Set up, maintain, and oversee standard operating procedures for fixed assets and inventory.
  2. Evaluate accounting procedures, systems, and controls in all district departments and recommend improvements in their design, implementation, and maintenance.
  3. Maintain continuous auditing information for all funds and assist the districts Accountant II, CFO, and independent auditors in conducting the annual or periodic audit.
  4. Assist with monitoring the general ledger, on at least a monthly basis, and reconcile accounts as needed to ensure accuracy of all transactions including cash receipts.
  5. Ensure that accounting records comply with applicable laws and regulations including Financial Accountability System Resource Guide.
  6. Prepare client-prepared schedules for the annual financial audit, such as interfund transfers, prepaid items, deferred revenue, etc.
  7. Assist in preparing all financial statements as presented in the annual financial audit, including all GASB requirements.
  8. Assist with maintaining accurate accounting records of all federal, state, and local grants.
  9. Record, reconcile and monitor revenue.
  10. Maintain accurate accounting records of all special long-term projects.
  11. Assist in training campuses and departments

 

Policy, Reports, and Law

 

  1. Assist with compliance of all policies established by federal and state law, State Board of Education rule, and local board policy in the area of business operations.
  2. Compile, maintain, and file all physical and computerized reports, records, and other documents required.
  3. Assist with preparation and evaluate monthly financial statements and other related general ledger reports.
  4. Assist with preparation of quarterly and final reports for all special revenue funds and file reports according to established due dates.

 

Inventory

 

  1. Conduct annual audit of all assigned inventory accounts.

 

Other

 

  1. Participate in professional development activities to maintain current on fiscal laws, policies, and procedures.
  2. Maintain confidentiality
  3. Perform other tasks and duties as assigned

 

Supervisory Responsibilities:

 

None.

 

Working Conditions

 

Mental Demands/Physical Demands/Environmental Factors:

 

Maintain emotional control under stress.  Prolonged use of computer.  Occasional district and statewide travel; frequent prolonged and irregular hours.