Definition
Review and analyze historical and current financial and accounting records to assist in preparing, maintaining, monitoring, and analyzing the Local, State, and Federal budgets; provide regular and scheduled reports to the Executive Directors of Elementary Instruction to ensure accountability and effective decision-making. Maintain a database to ensure positions are allocated within allotted funding. Prepare various other analyses and reports as requested by the Executive Directors.
Duties and Responsibilities
• Assist the Executive Directors in preparing, maintaining, monitoring, and analyzing the Local, State, and Federal annual budgets and contracts.
• Set up and maintain files of a large and varied number of subjects.
• Monitor spending compliance to ensure funds are spent according to local, state, and federal regulations.
• Interpret various statutes, policies, and compliance standards to ensure budgetary and spending compliance.
• Prepare various analyses of expenditures and funding trends; analyze these data and make recommendations for budget adjustments.
• Submit federal budgets for approval to the Department of Public Instruction (DPI) via the LEA Budgeting and Amendment System (LBAAS).
• Maintain a database for state and federally-funded positions to ensure positions are within allotted numbers.
• Attend and participate in meetings with human resource personnel related to the allocation of school personnel positions.
• Prepare various other analyses and reports as requested by the Executive Directors.
• Keep financial records and reports.
• Maintain a variety of records, spreadsheets, notebooks, and files to support the department’s budgeting and accounting system.
• Prepare spreadsheets and maintain files of school positions allotted.
• Other duties as assigned.
Knowledge, Skills and, Abilities
• Thorough knowledge of bookkeeping practices and methods and generally accepted accounting principles.
• Ability to follow established policies and procedures.
• Ability to operate a variety of office machines such as a computer, fax, copier, calculator, and others required for the position.
• Proficient in using the Oracle program.
• Proficient in Excel and Microsoft Word.
• Ability to exercise good judgment in analyzing and solving problems and performing financial research projects.
• Ability to meet deadlines and work under pressure.
• Ability to establish and maintain effective professional working relationships with co-workers, supervisors, departmental and school managers, employees, and the general public.
• Ability to communicate effectively in oral and written forms.
Physical Requirements
• Must be able to physically perform the basic life operational functions of stooping, crouching, reading, standing, walking, fingering, grasping, talking, hearing, and repetitive motions.
• Must be able to perform sedentary work exerting up to 20 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
• Must possess the visual acuity to prepare and use fingers to operate a computer terminal and other office equipment.
• Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Desirable Education and Experience:
• Completion of an Associate Degree in accounting from a community college and four years of experience in accounting or fiscal operation in an automated environment; or an equivalent combination of education and experience.
• Bachelor’s degree in accounting, or related business field preferred.
• Considerable knowledge of accounting and fiscal practices and procedures.
This Position Reports Directly To: Executive Directors of Elementary Instruction
Classification: Non-exempt
Salary: Entry level Grade 63, Step 00
Disclaimer
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to this job.
If offered a position, prospective employee must pass a required health exam, criminal records check, and drug test.
Revised TWest 01/2024