About this role
Finance Technician I (Pending Available Budget Resources)
Summary: Performs a variety of paraprofessional accounting duties required to maintain the complex financial records of a middle school or middle school within a secondary school; enters and maintains transactions within computerized systems; produces reporting and financial statements; reconciles and reviews financial activity for compliance to rules, regulations, policies, and procedures; monitors budget allocations and provides assistance with financial forecasting.
Qualifications: Required
• Any combination of education and experience equivalent to graduation from high school or possession of a General Equivalency Diploma (GED) certificate, supplemented by coursework in finance or accounting. • Two (2) years of experience in general office administration and accounting, some at a level requiring independent judgment. • Advanced degree(s) beyond the minimum degree requirement in a relevant field may be considered for some experience.
• Knowledge of general, paraprofessional accounting practices and modern office practices. • Familiarity with applicable regulations, legislations, policies, and procedures. • Proficiency in the use of technology and data compilation, analysis, and reporting. • Ability to input transactions with attention to detail and in adherence to timelines. • Ability to evaluate financial and budget data for accuracy and compliance. • Ability to provide positive customer service and to develop and maintain effective working relationships with culturally diverse students, families, school staff, and community members. • Ability to communicate effectively, both orally and in writing. Preferred
• Accounting experience in a school environment.
Major Duties/Essential Functions: • Oversees and carries out the finance and accounting requirements of the School Finance Handbook. • Enters financial data and records of transactions into computerized systems in accordance with accounting rules, regulations, policies, and procedures. • Orders major supplies, equipment, or textbooks using divisionwide computer systems to process and monitor transactions. • Maintains and tracks accounts involving various and complex entries, such as travel expenses. • Classifies transactions involving the distribution of expenditures among many classes of accounts. • Supervises and assists with the receipt and deposit of funds from various sources. • Analyzes and applies complex rules and procedures. • Implements work methods for accounting duties to build processing efficiencies. • Compiles and retrieves monthly, quarterly, semiannual, and annual totals, reports, and financial statements. • Reconciles all financial transactions monthly; oversees budget compliance for programs and grants. • Reviews past expense history and assists the school-based administrators with budget forecasting. • Provides guidance and support regarding financial information and documentation to school-based employees and central office staff. • Carries out all accounting functions for a special fund or community-use activity. • Performs related duties as required or assigned.
Work Environment/Physical Requirements: This job operates in a professional office environment and has a noise level of mostly low to moderate. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.