About this role
Primary Role: Manage the school's daily financial transactions and records on site, while working as part of TMSA's Central Office Finance team to ensure accurate reporting and compliance with TMSA procedures. Qualifications: • Associate degree in accounting, business, or a related field required; bachelor's degree preferred. • At least two years of bookkeeping, accounting, or related financial administrative experience; school finance experience preferred. • Knowledge of financial recordkeeping, account reconciliation, purchasing, and budget tracking. • Proficiency with spreadsheets and office software; experience with Bill.com or similar systems preferred. • Strong attention to detail, organization, communication, and confidentiality. • Ability to work independently at a school campus while collaborating with the Central Office Finance team and school staff. Skills: • Accurate bookkeeping, account reconciliation, and financial recordkeeping. • Strong Excel or Google Sheets skills for tracking expenses and reviewing budgets. • Ability to review invoices, receipts, and purchase requests for accuracy and completeness. • Organization and time management across multiple deadlines. • Clear communication with school staff, vendors, and the Central Office Finance team. • Sound judgment, problem-solving, and attention to detail. • Ability to maintain confidentiality and follow financial procedures. • Customer service skills and the ability to explain procedures to school staff. Duties and Responsibilities: • Maintain accurate and organized records of the school's financial transactions. • Collect, document, and prepare school funds for deposit in accordance with TMSA procedures. • Record and track revenues and expenses for student activities and clubs, including fees, fundraising proceeds, purchases, and event expenses. Maintain supporting documentation and reconcile activity and club balances regularly. • Review purchase requisitions, invoices, receipts, and payment requests for accuracy, supporting documentation, account coding, budget availability, and required approvals. • Help school staff follow TMSA purchasing and credit card procedures before making purchases. • Enter and track transactions in TMSA's financial systems, including Bill.com, as assigned by the Central Office Finance team. • Assist the principal and Finance Department with budget preparation, revisions, and transfers. • Track credit card purchases and collect documentation needed for monthly reconciliation. • Respond to financial questions from school staff and vendors, referring matters that require approval or policy interpretation to the Finance Department. • Prepare records and reports for monthly reviews, audits, and other Finance Department requests. • Safeguard financial records and maintain the confidentiality of employee, student, and vendor information. • Perform other related duties as assigned by the Central Office Finance Department and the school principal.