2. Knowledge of computerized systems with a proficiency in Microsoft Office products and advanced knowledge of Excel.

Transcription

1 ACCOUNTANT A. QUALIFICATIONS: 1. Experience as a general ledger accountant. 2. Knowledge of computerized systems with a proficiency in Microsoft Office products and advanced knowledge of Excel. 3. Bachelor degree from an accredited institution with a major in Accounting, Finance, or Business. B. APPOINTMENT: The Board of Trustees shall appoint the Accountant upon the recommendation of the Superintendent of Schools for a term of not more than two years, and the contract will be considered for extension at the regular February meeting each year. C. REPORTS TO: The Accountants responsible for Budget, Investments, and Cash Management will be responsible to the Assistant Superintendent of Finance for the performance of all duties. All other staff accountants shall be responsible to the Director of Accounting and Business Services for the performance of all duties. D. JOB PERFORMANCE STATEMENTS: 1. Instructional Management a. Supports the efforts of the Director of Accounting & Business Services in monitoring revenue and expenditures related to the promotion of instructional improvement. 2. School Climate a. Communicates effectively with the administrators and bookkeepers concerning generally accepted accounting practices, guidelines, and processes. b. Provide training, support, and assistance with regard to financial processes and practices. 2163

2 3. School Improvement a. Coordinates with department heads and key staff personnel in developing and implementing practices and procedures for the efficient and orderly handling of funds and records throughout the district. 4. Personnel Management a. Assists all accounting staff members in the performance of their assigned job functions in accordance with generally accepted accounting principles and sound fiscal management. b. Supervise assigned clerical staff. 5. Administration and Fiscal/Facilities Management a. Prepares adjusting and routine journal entries. b. Maintains balance sheet reconciliation as required. c. Performs monthly bank account reconciliations as required. d. Assists with planning & implementation of end of fiscal year close. e. Assists with yearly budget cycle and preparation of the adopted budget. f. Prepare budget amendments and other financial documents for review by the School Board. g. Assists with the support and reconciliations necessary to maintain the position control portion of the Human Resources software. h. Assists with campus cash controls, campus finance processes, and bookkeeper training. i. Perform campus audits and reviews as assigned. j. Assist, prepare documents and journal entries for annual audit. k. Coordinate with other departments to ensure smooth financial processes (ex: grant close outs) l. Assist with monthly closeout processes

3 m. Audit, review, and process district wide transfers of expenditures via journal entries. n. Assist with semi-monthly payroll liabilities reconciliation. o. Monitor revenue collection and expenditure progress throughout the year. p. Record revenue and expenditures promptly within the appropriate time period. q. Review tax office monthly refunds. r. Proficient and daily use of the TEA FASRG. s. Review, monitor, and efficiently use the different available financial software modules. 6. Student Management a. Works with principals and accounting personnel to ensure proper handling and usage of student activity funds and/or any other financial resources related to student management. 7. School/Community Relations a. Communicates fiscal, accounting, and budgetary information, including goals, policies, and requirements, throughout the school district, as directed by the Assistant Superintendent of Finance. b. Demonstrates awareness of school/community needs and initiates activities to meet those identified needs. c. Projects a positive image to the community. 8. Professional Growth and Development a. Uses information provided through assessment instruments, the district appraisal process, and evaluative feedback from supervisors to improve performance. b. Actively participates in approved educational programs, seminars, workshops, etc. to maintain the highest level of professional knowledge related to governmental accounting. c. Seeks to develop, implement, and maintain the most advanced improvements related to the operational, fiscal, and accounting systems throughout the school district

4 9. Other E. EVALUATION: d. Conducts oneself in a professional, ethical, and responsible manner. e. Acquires on the job expertise in the following areas: General ledger (budget and actual transactions) Governmental fund accounting Payroll Position control Time and attendance Accounts Payable Cash Management f. Acquires a working knowledge of the integral relationships that exist between other finance departments and the Accounting & Business Services department. Human Resources Purchasing Risk Management Special Programs a. Performs other duties as may be assigned by the Superintendent of Schools. 1. The job performance statements shall constitute the criteria for an evaluation from with an evaluation code as follows: N/A Measure Not Being Taken 1 No Measurable Progress 2 Progressed Toward the Goal 3 Met the Goal 4 Exceeded the Goal 5 Significantly Exceeded the Goal 2. The evaluation form shall contain a place for comments and general observations made by the evaluating person. These comments shall constitute additional criteria for evaluation

5 3. The Accountant s evaluation is a responsibility resting with the Assistant Superintendent of Finance or the Director of Accounting and Business Services. An evaluation shall be completed in writing at least once during the course of the school year. 4. The Assistant Superintendent of Finance shall submit to the Superintendent of Schools or the staff person designated by the Superintendent of Schools, the completed evaluation of the Accountant. 5. Administrators will be appraised according to the following calendar: Action Plan and Goal Setting Conference Data Collection and Analysis Contract Recommendation Summative Conference July-August September-May January May/June F. SALARY: The salary of the Accountant shall be based on the salary adopted by the Board of Trustees for this position. Source: Local Approved: Revised: Reviewed: