Budget Clerk / Secretary at Palo Alto Unified School District

Job Summary

Job Summary

QUALIFICATIONS: EDUCATION/EXPERIENCE • Associate's degree or equivalent required; • Two years of progressively responsible accounting experience in the maintenance of financial or statistical records; • Experience in the secretarial field required; • Successful experience demonstrating tact, courtesy, positive attitude, and maintaining cooperative relationships with those contacted during the course of work. OVERVIEW: Under general supervision, maintain a variety of accounts on computer spreadsheets for the school budget, serve as Secretary to the Assistant Principal, assist the Assistant Principal by relieving them of clerical detail, perform a wide variety of responsible clerical work, and do related work as required. RESPONSIBILITIES: • Assist in the preparation of the annual budget by Department, in detail; • Set up spreadsheets for all accounts in the approved Budget; • Type purchase orders and requisitions for direct purchases and replacement of equipment for supplies from the warehouse; type requisitions for building and grounds improvements and repairs; • Post all encumbrances on a regular basis; monitor each account to determine if there is sufficient budget balance; • Maintain monthly financial and statistical reports of records and accounts; • Receive purchase orders and completed maintenance orders; post and file; • Calculate and type labor vouchers for part-time, regular, and student help, and post them to proper accounts; maintain petty cash fund; • Compose letters to vendors regarding purchases, repairs, etc., and contact proper sources for the repair of office and school equipment; • Expedite orders for Teachers and provide information to Teachers and students on payroll, purchases, and budget information; • Assist with the scheduling of school facilities involving permits and invoices; • Process trip tickets for athletic and field trips, maintain inventory files for equipment; • Assist the Principal's secretary as needed; • Perf

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