Under the direction of the Principal, the School Business Accounting Technician oversees the management of all financial and business accounting activities in a school, and supervises the school clerical personnel involved in school financial activities. Positions in this class involve the performance of complex, highly difficult and responsible tasks of a paraprofessional accounting nature. Work includes maintaining a complete accounting system of all school related monies, i.e., allocated as well as school activity generated funds. The technician will work closely with the principal and sponsors of school organizations to develop a strong financial base for the school. The incumbent acts as an intermediary for the principal, i.e., attending meetings, giving reports and compiling data. The incumbent also prepares all necessary budget and financial documents that are required for the department’s successful financial program operations. Individual initiative is important and an employee in this class is free to improve upon existing methods or develop new methods and techniques to accomplish assigned duties. The position requires that the technician maintain a continuing review of practices and procedures in the areas of business policies and affairs recommending revisions as necessary to the principal. Work involves frequent contact with many departments within the school system as well as outside organizations. Work is performed under the general supervision of the principal and is reviewed in terms of the accomplishments of objectives.   

 

Establishes and maintains accurate financial files for all school funds and student related activity funds, including up-to-date financial ledger, preparing financial quarterly reports for principal, account sponsor and central office, budget adjustment requests, disbursement authorities, requisitions, change orders, files of purchases and payments of invoices for purchases, self-insurance, mileage reports, staff travel, and all other forms required for successful financial operations;

Oversees the school audit process;

Coordinates and plans school fund raisers, and collects all monies associated with same;

Researches investment opportunities suitable for enhancing school funds;

Oversees and monitors the preparation of the school payroll;

Requisitions a wide variety of materials, supplies and services and prepares purchase orders as necessary; contacts/corresponds with vendors relative to pricing and acquisition of accounts; and/or status of orders, approves invoices for payment and issues vouchers;

Issues checks from appropriate accounts;

Oversees the school book store operation;

Maintains the self-insurance program;

Acts as liaison to the business community seeking out new funding opportunities and new sponsors;

Develops and maintains an effective computerized tracking and monitoring system for expenditures;

Assists in the preparation of the annual budget under the direction of the principal,
advises the principal of any changes and the status of financial matters; and assists in the projection of budget needs;

Under direction, initiates financial correspondence as needed; serves as liaison to other school system offices i.e., Budget, Accounting,, Accounts Payable and Human Resources, and MSDE;

May oversee, train and supervise accounting team for consistency and accuracy in policy and procedures; and

Performs related work as required.

 

 

 

Thorough knowledge of clerical- accounting practices;

Working knowledge of budget systems practices and procedures and their application to a variety of transactions and problems;

Demonstrated experience in keeping accurate data for a variety of programs;

Ability to treat information, data, and records confidentially;

Ability to objectively analyze and recommend on a variety of budget actions;

Ability to perform a wide range of standard office clerical tasks quickly and efficiently;

Ability to operate machines and other common office appliances;

Ability to maintain records and prepare reports from such records;

Ability to assist in the office budget’s management;

Ability to operate computer with proficiency, including Word, Microsoft, Windows, Power Point, EXCEL, and knowledge of sophisticated software for budget management; and

Ability to understand and follow oral and written instructions; and good human relations skills.

 

 

 

A.A. degree in accounting with three to five years of financial/business accounting experience preferred; or 15 semester hours of college level accounting courses and three to five years of financial/business accounting experience; or any equivalent combination of experience and training which provides the required knowledge, skills, and abilities.

 

 

None Required.

 

Oversees school clerical staff as assigned.

 

 

The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand, talk, hear, walk, sit, and use fingers, tools or controls. The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl. Specific vision abilities required by this job include close vision such as to read handwritten or typed material, the ability to adjust focus, and depth perception. While performing the duties of this job, the employee may occasionally push or lift up to 25 lbs.




The work environment characteristics are representative of those an employee encounters while performing the essential functions of the job.




None.