JOB DUTIES/RESPONSIBILITIES

A Senior School Bookkeeper (Senior Financial Manager) manages and advises on District policies and procedures regarding compliance, financial matters and accounting procedures pertaining to student body funds, and other authorized collections in a secondary or adult school. A Senior Financial Manager is responsible for the financial functions of a student body finance office in a senior high school where work difficulty is increased by greater responsibility for the athletic, recreational, and social activities and by more elaborate graduation activities than take place in a middle school. 

Senior School Bookkeeper (Senior Financial Manager):

• Operates the financial program of the student body in accordance with Board of Education policies and procedures.
• Supervises the function and participates in the operation of the student body finance office, the student store, and the confection and healthy food sales programs, including ordering, selling, displaying, and inventorying.
• Technically supervises clerical employees and/or student helpers who assist in operating the student store.
• Accounts for all cash collections at the school, and banks such collections or prepares them for pickup.
• Establishes and maintains accounting procedures related to financial aspects of student activities, such as activity cards, paid admissions, school publications, student organization collections, and class and office sales accounts. 
• Interprets regulations governing student body financial policies, the Imprest Account, and tax changes; and acts as financial advisor to the student council and principal on student body matters.

NOTE: This is not an exhaustive list of the responsibilities of this position. For a comprehensive list of duties performed in these classifications, please visit https://bit.ly/4vfIaem

MINIMUM REQUIREMENTS

EDUCATION

Graduation from a recognized college or university, including or supplemented by the successful completion of college-level courses in introductory principles of financial accounting, managerial accounting, or equivalent. Additional qualifying experience may be substituted for up to two years of the required education on a year-for-year basis, provided that the requirement of college-level courses in introductory principles of financial accounting, managerial accounting or equivalent is met.

EXPERIENCE

One year of experience as a Financial Manager; or two years of professional accounting, bookkeeping, or technical-clerical accounting experience; or two years of experience as an adult assistant employee in a student body finance office.

SPECIAL

A valid driver’s license to legally operate a motor vehicle in the State of California and the use of a motor vehicle, or the ability to utilize an alternative method of transportation.

SPECIAL NOTE

An employee in this class may be subject to the reporting requirements of the District’s Conflict of Interest Code.

DESIRABLE QUALIFICATIONS

Ideal candidates for Senior School Bookkeeper (Senior Financial Manager) will possess the following:

• The ability to technically supervise and coordinate the work of students assisting in a student body activity.

• The ability to conduct business and maintain favorable relations with vendors.

• Knowledge of accounting and payroll practices and procedures.

• Knowledge of budget procedures.

• The ability to exercise independent judgment and apply sound business practices to student body financial activities.

• The ability to operate office computer, calculator, and other office machines. 

• Knowledge of sales, withholding, and federal and State employment tax regulations. 

• The ability to establish and maintain effective relations with students and school employees.