Specialist II, School Based Accounting Unit

About the role

Performs a wide range of professional work in the specialized areas of cost center and Student Activity Fund accounting.

Essential Duties

• Provides initial training of new principals and bookkeepers
• Develops and provides periodic training workshops for applicable school personnel
• Provides ongoing accounting support to principals, bookkeepers and other applicable staff, including site visits when necessary
• Performs monthly monitoring of Student Activity Fund financial reports identifying any weaknesses and communicating with department and school administration to develop corrective action plan
• Guides and assists with year-end closing of Student Activity Fund accounting records
• Prepares annual reports on Student Activity Funds for State reporting and for external audit
• Maintains the Student Activity Fund Accounting Procedures Manual
• Maintains and/or implements Student Activity Fund accounting software
• Compiles school-based data for the issuance of Federal Form 1099 annually
• Performs monthly Student Activity Fund bank reconciliations
• Affords assistance with day-to-day operations including: Phone calls/emails/faxes, Mail distribution, Filing, Generating training documents/presentations, Serving as a subject matter expert for Student Activity Funds and cost center accounting
• Performs other duties as assigned by the appropriate administrator

Required Education

High School Diploma or GED equivalent

Required Certifications/Licenses

None required

Experience

Minimum 3 years of experience working in a related field required

Knowledge/Skills/Abilities

• Demonstrated ability to work with personal and confidential information
• Demonstrated working knowledge of both cost center and Student Activity Fund accounting
• Working knowledge of Microsoft Office (in-depth knowledge of Student Activity Fund software a plus)
• Excellent keyboarding, writing, and mathematical skills
• Ability to work with minimal supervision while managing multiple tasks, projects, and responsibilities
• Ability to apply critical thinking skills in rendering solutions to various issues
• Ability to collaborate effectively with District and school personnel and work with diverse groups of people
• Excellent communication skills both written and verbal

Physical Demands

Routine physical activity associated with normal office environment