Specialist

The job

• of Finance Specialist -Jr High is done for the purpose / s of providing financial support to school site; establishing and maintaining records;
• conveying and updating fiscal information; ensuring proper financial practices are followed and disbursement of funds are within proper and legal guidelines;

compiling and distributing materials and reports; and responding to inquiries from a variety of internal and external

Essential Functions

• Attends department and / or in-service meetings for the purpose of conveying and / or gathering information required to perform functions.
• Collects payments for a variety of events (e.g. fines, fees, fund raisers, etc.) for the purpose of completing transactions and / or securing funds.
• Compiles data (e.g. work orders, budget reports, specialized financial reports, personnel records, quarterly sales tax, etc.

for the purpose of preparing reports or processing requests.

Coordinates assigned projects and / or activities (e.g. proper distribution of materials, arrangements for conferences, meetings, travel;

secure proctors, etc.) for the purpose of completing activities and / or delivering services in a timely manner.

• Maintains inventory of supplies and materials (e.g. forms, office supplies, etc.) for the purpose of ensuring items' availability.
• Maintains a variety of manual and electronic documents, files and records (e.g. financial statements, work orders, time sheets, expense reimbursement requests, budget data, employee records, financial records, Fee Waiver and ACH systems, etc.

for the purpose of providing up-to-date information and / or historical reference in accordance with established administrative guidelines and legal requirements.

Oversees a variety of finance-related programs and / or accounts (e.g. school purchase card transactions, petty cash fund, building rental agreements, fee-based program spend plans, accounts receivable, etc.

for the purpose of ensuring security and compliance with established guidelines.

Prepares a variety of correspondence, reports and other materials (e.g. account balances, accounts receivable, work order status, requests to buy, letters, memorandums, minutes, charts, reports, etc.

for the purpose of documenting activities, providing written reference, ensuring compliance with established guidelines and regulatory requirements, and / or conveying information.

Processes a variety of documents and materials (e.g. time sheets, work orders, bus requests, requisitions, reimbursements, vendor invoices, school accounts payable, fines, refunds, collections, budget transfers, etc.

for the purpose of disseminating information in compliance with established administrative guidelines.

• Reconciles account balances of assigned budget categories for the purpose of maintaining accurate account balances and ensuring proper use of funds.
• Researches assigned topics (e.g. current practices, policies, education codes, etc.) for the purpose of providing information to address department operations.
• Responds to inquiries from a variety of internal and external parties (e.g. district staff, other schools, vendors, government agencies, general public, students, etc.

for the purpose of providing information, facilitating communication among parties and / or providing direction.

• Schedules activities (e.g. appointments, meetings, travel reservations / accommodations, facility usage, etc.) for the purpose of making necessary arrangements for assigned administrator.
• Performs other related duties as assigned for the purpose of ensuring the efficient and effective functioning of the work unit.
• Supports office personnel (e.g. answers phone, greets visitors, assists with office duties, etc.) for the purpose of facilitating the functioning of the work unit.
Requirements :
• age 16
• age 16
• High school diploma or equivalent.

Last updated : 2024-05-16