THE POSITION

Under supervision, performs complex financial or enrollment and attendance accounting clerical work involving the maintenance of financial or statistical records and performs related work as required.

DISTINGUISHING CHARACTERISTICS

Positions in this class receive general supervision from a Business Services Director and are assigned responsibility for one or more complex record keeping and accounting activities which require the use of independent decision making.  Incumbents are expected to solve routine or repetitive problems without assistance, but unusual or unique problems are referred to a supervisor.  Individuals may train and direct work of other positions in the department.

EXAMPLES OF DUTIES

The duties listed are typical, but not exclusive:

• Performs District-wide consolidation of attendance accounting reports; coordinate attendance detail with school sites; monitor completion and receipt of required attendance reports including follow-up.
• Checks and computes payroll time sheets and is responsible for payroll processing.
• Maintains and monitors employee attendance records, fringe benefit program, tax sheltered annuities, worker compensation records, etc.
• Gathers, assembles, tabulates, checks and files financial and statistical data.
• Makes arithmetical calculations; makes and verifies extensions.
• Receives money and maintains record of receipts.
• Operates various office machines, including the typewriter, calculator and computer.
• Prepares quarterly and annual reports for submission to district, county and state.
• Prepares financial reports, summaries and projections as required.
• Conducts routine written and oral communications.
• Collects, processes, and tabulates all deposits, certificates, and notices for developer fees.
• Verification of District boundaries.
• Review and analyze financial reports for charter schools.

QUALIFICATIONS GUIDE

Knowledge of:

• Correct English usage grammar, spelling, punctuation and math.
• Methods and practices of financial record keeping.
• Business office methods and procedures.
• Bookkeeping, purchasing and accounting terminology.
• Business math, ledger, statistical and record keeping procedures.
• Budget and principals of accounting.
• STRS/PERS/Alt FICA retirement procedures, processes, and legislation.

Ability to:

• Learn account codes and perform difficult payroll accounting.
• Prepare accurate financial summaries, projections and reports independently.
• Perform complex clerical work and make arithmetical calculations with speed and accuracy.
• Interpret and resolve problems occurring in the natural flow of work.
• Operate standard office equipment.
• Understand and carry out oral and written instructions, policies and procedures.
• Maintain cooperative relationships with those contacted in the course of work.
• Type from clear copy containing large percentage of numerical or tabular data.
• Receive and give information over the telephone or in person in a courteous manner.

TRAINING AND EXPERIENCE

Equivalent to completion of the twelfth grade; four (4) years of experience in financial record keeping work preferably with school district experience; or any combination of training and experience that could likely provide the desired knowledge and abilities.

PERSONAL QUALITIES

Maturity and good judgement; clerical aptitude; and pleasing office personality.

SKILLS

• ·         Typing 50 words per minute.
• ·         Proficiency in use of calculator, adding machine and computer.

WORK YEAR:         12 Months

SALARY:                  Range 38

Board Approved:        March 6, 1990

Reclassified:                July 1, 2015