Bookkeeper

Overview

POSITION PURPOSE: 

The school bookkeeper performs advanced clerical and bookkeeping work in examination, analyses, and verification of fiscal records in a K-8, middle or high school. Duties are varied and include maintaining bookkeeping controls of funds disbursed or received and preparing financial data required for fiscal management. Work requires independent judgment in solving most problems. Work is performed under the supervision of the school principal and is reviewed through analyses of statements and reports and is subject to audits.

MINIMUM QUALIFICATIONS: 

KNOWLEDGE, SKILLS, AND ABILITIES (KSAs)

• Considerable knowledge of bookkeeping/accounting practices for revenue, expenses;
• Considerable knowledge of Microsoft Office, specifically, Word, Excel, and PowerPoint; Google Apps;
• Strong organizational and record-keeping skills;
• Ability to effectively organize and maintain records;
• Ability to interpret standard accounting and financial statements;
• Ability to prepare reports and business correspondence;
• Ability to maintain confidentiality;
• Excellent customer service skills with the ability to calmly route concerns to appropriate staff;
• Ability to learn pertinent district policies and procedures rapidly, apply them in appropriate situations, and explain them to staff, parents, students, and the public;

• Ability to exercise independent judgment and initiative in completing work assignments and determine when to refer situations to supervisor;
• Ability to communicate information clearly and concisely both in oral and written form using a variety of communication techniques and tools to ensure the appropriate flow of information, collaborative efforts, and feedback;
• Ability to reason, work, and problem-solve independently in order to carry assignments to completion according to expected timelines while adhering to established policies and procedures; exercise judgement in the absence of clear directives;

• Ability to assist students with medication and health needs, as needed; 
• Ability to establish and maintain positive and effective working relationships with diverse groups of school system staff, students, parents, external agencies, vendors, and the community.

EDUCATION, TRAINING, AND EXPERIENCE

• High school graduation or GED; AND
• Two years of bookkeeping/accounting experience.

An equivalent combination of education and relevant experience sufficient to successfully perform the essential duties of the job.

CERTIFICATION AND LICENSE REQUIREMENTS

• None

PREFERRED QUALIFICATIONS:

• Associate degree in business/accounting from a regionally accredited college or university;
• Bookkeeping/accounting experience within a school district or similar environment;
• Bilingual English and Spanish (fluent verbal and written) skills;

• Experience working with Oracle business applications.

ESSENTIAL DUTIES AND RESPONSIBILITIES:   

WORKING CONDITIONS:

PHYSICAL ENVIRONMENT  

Must be able to use a variety of office equipment such as computers, scanners, and copiers.  Must be able to communicate effectively.  At times requires the ability to lift, carry, push, pull or otherwise move objects up to ten pounds.  Due to the amount of time spent standing and/or walking, physical requirements are consistent with those for sedentary work.

WORK ENVIRONMENT

Must be able to work in a school or office environment and come into direct contact with school system staff, students, parents, external agencies, vendors, and the community.

EFFECTIVE DATE:  5/2023

DISCLAIMER:  The above statements are intended to describe the general purpose and responsibilities assigned to this position.  They are not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and skills that may be required of the employees assigned to this position.  This description may be revised by the supervisor, with HR review and approval, at any time.