KNOWLEDGE, SKILLS AND ABILITIES:

Transcription

1 ACCOUNT CLERK S122 KIND OF WORK: This is journeyman level clerical-accounting work in reviewing, processing, and maintenance of accounting or fiscal records. Work requires knowledge of techniques, methods, and procedures used in performing the more complex clerical-accounting functions. Contacts require basic courtesy, tact, and effectiveness in dealing with others, and include contacts to request or provide information, ask questions or obtain clarification. Work is performed in an office environment. Worker operates standard office equipment such as typewriters, personal computers, copiers, printers, facsimiles, and calculators. Physical demands consist mainly of sitting or standing at a workstation for extended periods of time, using standard office equipment on an ongoing basis, and occasionally lifting and moving light objects. Work is performed under general supervision where the work assignments are subject to instructions and established work routines, and the worker is given latitude to rearrange the sequence based on changing work situations or workflow. EXAMPLES OF WORK: (Not intended to be all-inclusive) Prepares, reviews, processes, and/or maintains purchase orders, requisitions, check requests, field orders, change orders and other accounting or fiscal documents, records and files. Codes fiscal documents for posting into automated accounting system. Posts transactions to proper accounts. Compiles data for fiscal reports and statements. Prepares periodic summary reports. Reconciles, balances and audits financial data and accounting records. Maintains time and leave reports and prepares payrolls and pay vouchers. Receives funds, prepares deposits, and reconciles bank statements Enters data to automated accounting systems. Composes correspondence. Operates typewriters, personal computers, copy machines, calculators, and other standard office equipment. Performs related work as required. KNOWLEDGE, SKILLS AND ABILITIES: Knowledge of general office practices, procedures, and methods. Knowledge of bookkeeping and accounting principles, practices, procedures, and methods. Knowledge of the automated accounting systems used by the Duval County Public School System Skill in making and verifying mathematical calculations. Skill in maintaining accounting and fiscal records. Skill in operating personal computers and other standard office equipment. Ability to post figures accurately. Ability to match names and numbers. Ability to file both numerically and alphabetically. Ability to communicate effectively. Ability to read, understand, and apply written instructions and job-related policies and procedures. Ability to transcribe legibly and neatly. Ability to use word-processing, spreadsheet, and related software applications. Ability to establish effective working relationships with fellow workers, administrators, and customers. OPEN REQUIREMENTS: Two-year combination of education and accounting or bookkeeping experience which includes experience in at least one of the following areas: accounts payable (posting and/or paying on accounts), accounts receivable, payroll, bank telling/cashiering, and bank statement reconciliation/financial analysis for multiple accounts. Must be bondable.

2 For the purpose of determining eligibility: Successful completion of a high school, vocational/technical school or college-level Bookkeeping course may substitute for six months of the required experience. Three (3) semester hours of successfully completed college-level accounting course work may substitute for six (6) months of required accounting or bookkeeping experience. General Accounting I & II together may substitute for Principles of Accounting I and are together equivalent of one three-semester hour college-level accounting course. LICENSING/CERTIFICATION/REGISTRATION: None. OCCUPATIONAL CODE: S122 APPROVED: 1/16/90 REVISION DATE: 9/26/94, 4/29/97, 3/24/99, 3/3/2000, 2/22/01

3 ACCOUNT TECHNICIAN S123 KIND OF WORK: This is technical-accounting work at the lead-worker level in reviewing, processing, and maintenance of accounting and/or fiscal records. Work requires knowledge of techniques, methods, and procedures used in performing technical accounting functions and in the reviewing, monitoring, and training of employees performing clerical-accounting functions. Contacts require basic courtesy, tact, and effectiveness in dealing with others, and include contacts to request or provide information, ask questions or obtain clarification. Work is performed in an office environment. Worker operates standard office equipment such as typewriters, personal computers, copiers, printers, facsimiles, and calculators. Physical demands consist mainly of sitting or standing at a workstation for extended periods of time, using standard office equipment on an ongoing basis, and occasionally lifting and moving light objects. Work is performed under general supervision where the work assignments are varied and, although subject to instructions and established work routines, the worker is permitted some latitude to set own priorities subject to superior's approval. EXAMPLES OF WORK: (Not intended to be all inclusive) Inspects reviews and/or maintains a complex record system involving varied accounting and fiscal transactions or of a less complex system involving a large number of transactions in compliance with established Duval County Public School System and/or divisional and departmental policies, rules and procedures. Monitors and reviews the work of others and provides technical guidance and training to customers and other employees. Researches and analyzes accounting and fiscal-related data. Posts transactions to proper accounts. Prepares and enters data to automated accounting systems. Compiles and prepares fiscal reports and statements. Reconciles balances and audits financial data and accounting records. Receives funds, prepares deposits, and reconciles bank statements Composes correspondence. Responds to inquires from and communicates with teachers, principals, administrators, DTU and other unions, and other School District employees in order to resolve accounting-related problems and issues. Performs related work as required. KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of accounting principles, practices, procedures, methods, and theory. Knowledge of School District budget policies, procedures, and cost centers. Knowledge of laws, rules and policies governing leave, budgetary, fiscal and accounting books, records, and accounts. Knowledge of the automated accounting systems used by the School District. Skill in making and verifying mathematical calculations. Skill in maintaining accounting and fiscal records. Skill in operating personal computers and other standard office equipment. Ability to effectively manage time and prioritize work in the performance of assigned tasks. Ability to organize and perform multiple tasks at the same time. Ability to apply accounting knowledge to work assignments. Ability to analyze and audit accounting, budgetary, and fiscal data. Ability to read, comprehend, and apply job-related information, policies, rules, procedures. Ability to communicate effectively. Ability to prepare financial/accounting reports and statements. Ability to review and monitor the work of others. Ability to use word-processing, spreadsheet, and related software applications. Ability to establish effective working relationships with fellow workers, administrators, and customers. OPEN REQUIREMENTS: A three-year combination of education, training and clerical/technical accounting or bookkeeping experience which includes the use of word processing and spreadsheet computer software applications.

4 PROMOTIONAL REQUIREMENTS: All permanent employees of the unit in which the vacancy exists who have served for one year or for a combination of one year in the class(es) of Account Clerk, School Bookkeeper I or School Secretary/Bookkeeper, and who meet the open requirements may apply. For the purpose of determining eligibility: Successful completion of a high school, vocational/technical school or college-level Bookkeeping course may substitute for six months of the required experience. Three (3) semester hours of successfully completed college-level accounting course work may substitute for six (6) months of required accounting or bookkeeping experience. General Accounting I & II together may substitute for Principles of Accounting I and are together equivalent of one three-semester hour college-level accounting course. LICENSING/CERTIFICATION/REGISTRATION: None. Note: The probationary period for this class shall be one year. OCCUPATIONAL CODE: S123 APPROVED: 12/27/88 REVISION DATE: 3/24/99, 3/30/2000, 2/22/01, 9/10/02

5 S232 SCHOOL ADMINISTRATIVE CLERK II KIND OF WORK: Under general supervision, performs varied clerical work of a responsible nature, requiring knowledge of the operation of the division to which assigned, and the exercise of some independent judgement for an administrative office within the Duval County School Board. Such decisions as are made, however, are in accordance with established precedents or departmental policies. This class is the journeyman clerical class and lies above School Administrative Clerk I and below School Administrative Clerk III. The variety and difficulty of the work varies between positions, but where work is somewhat routine there is an added responsibility for finality of action and the more difficult and important work is performed under closer supervision. In all cases, advice is available in handling unusually difficult or important matters. May train and/or act as Lead Worker over lower level clerks. EXAMPLES OF WORK: Prepares payrolls from employee time reports, checks time reports and payrolls. Handles inquires or complaints from the employees or public; interprets and explains departmental policies and procedures to public and employees. Disposes of such matters or refers unusually difficult cases to a supervisor. Examines or proofs work performed by other clerks in this class or of a lower class. Prepares memoranda record of departmental activities and compiles data from office listing adding machines. Maintains stock and records of stock of various office supplies and materials used by employees and distributes same upon requisitions. Performs related duties as required. KNOWLEDGES, SKILLS AND ABILITIES: Good knowledge of modern office practices and procedures. Ability to make independent judgements and decisions in accordance with laws, ordinances, regulations, departmental policies and procedures. Ability to accurately perform arithmetical calculations involving addition, subtraction, multiplication and division of whole numbers, decimals and percentages (may require the use of a calculator). Ability to file alphabetically and numerically, ability to proofread, ability to read and comprehend. Knowledge of basic English. Ability to follow oral and written instructions. Ability to communicate orally and in writing, ability to maintain office records, and in operating common office equipment. Ability to establish and maintain satisfactory working relationships with other employees and the public. OPEN REQUIREMENTS: Ability to read and write English. Must have had at least one year s responsible clerical experience. (Two years in business education at the post high school level may be substituted for the year s experience.) OCCUPATIONAL CODE: S232 APPROVED: 09/27/79 REVISED: 09/25/80 03/22/83

6 E/S233 ADMINISTRATIVE CLERK III KIND OF WORK: Under general supervision, performs supervisory and/or varied, complex work for an administrative office within the Duval County School Board. This class lies above School Administrative Clerk II and below that of School Personnel Clerk. Work involves performing a combination of moderately involved clerical duties or performing a limited variety of complex duties, both of which require the exercise of independent judgment. Must have sufficient knowledge to be a primary source on the subject and analyze and resolve a variety of work problems. May be required to supervise a small clerical staff performing limited variety of moderately complex duties, or a large clerical staff performing more routine and respective duties. Work is reviewed upon completion for achievement of desired results. EXAMPLES OF WORK: Codes, classifies and posts various types of information; composes correspondence; prepares work orders for signatures; establishes, maintains and revises methods, order, nomenclature of filing systems; gathers and consolidates information for involved reports from files of index cards, tickler material, title certificates, correspondence, maps, various reports, statistical records or reports, test forms, invoices, deeds and other types of material. May receive supplies and requisitions and distributes or maintains inventory. May plan, assign and/or review work of subordinate employees. Keeps leave, sick, attendance, pay, promotion and other personnel records. Trains personnel engaged in such activities as filing, etc. Receives and distributes various types of checks. Handles inquiries and/or complaints from the public; interprets and/or explains policies and procedures to the public and/or employees. Performs relate duties as required. KNOWLEDGES, SKILLS AND ABILITIES: Thorough knowledge of modern office practices and procedures. Ability to operate common office equipment. Ability to plan, work and supervise subordinate employees. Ability to read, understand and follow instructions. Ability to make decisions using good judgment in accordance with laws, ordinances, regulations, departmental policies and procedures. Ability to perform basic mathematical computations (including percentages and fractions). Ability to file alphabetically and numerically. Ability to proofread for accuracy. Knowledge of basic English. OPEN REQUIREMENTS: Ability to read and write English. Must have had at least two (2) years of responsible clerical experience. {Two (2) years in business education at the post high school level may be substituted for one (1) year of experience.} PROMOTIONAL REQUIREMENTS: All permanent employees of the unit in which the vacancy exists who have satisfactorily served for a period of one (1) year in the class of School Administrative Clerk II or a comparable or higher level clerical class may apply. OCCUPATIONAL CODE: E/S233 APPROVED: September 27, 1979 REVISED: November 20, 1980

7 E001 ADMINISTRATIVE SECRETARY TO SUPERINTENDENT OF SCHOOLS KIND OF WORK: Under general direction, performs highly responsible secretarial and administrative duties as Secretary to the Superintendent of Schools. This position is above that of Secretary IV and involves the performance of technical assignments independently without close supervision. An employee in a position allocated to this class performs a variety of secretarial, clerical, and administrative duties, including the interpretation of rules, regulations, and policies to agency officials and the public. Work may require participating to varying degrees in organizational and program matters utilizing an extensive knowledge of the administrator s jurisdiction, school district policies, and views; preparing special reports; and performing special assignments as directed, in addition to interaction with local, state, and nationally elected officials. May supervise subordinate employees. Work is performed with considerable independence and is reviewed upon completion for conformance with agency policies and regulations by the administrator. EXAMPLES OF WORK: Serves as personal assistant to the Superintendent of Schools which includes planning, initiating, and carrying to completion clerical, secretarial, and administrative activities. Makes arrangements for conferences, including space, time, and place. Informs participants of topics to be discussed and researches and provides them with background information. Serves as recording secretary at conferences, board meetings, or commission meetings, taking official minutes. Prepares minutes of meetings in final form for distribution. Receives incoming mail and composes replies to inquiries not requiring the executive officer s personal attention. Independently drafts and signs letters of acknowledgment, commendation, and notification for the Superintendent. Researches and develops material for use in the executive officer s public speaking engagements. Keeps the Superintendent s calendar and arranges various appointments at own discretion; maintains Superintendent s itinerary and makes travel and hotel reservations. Supervises and trains secretarial and clerical employees in carrying out assignments in the Superintendent s office. Serves as receptionist and answers telephone; screens, greets, announces, and routes visitors. Researches and prepares complex reports as directed for the Superintendent s review and information. Performs related work as required. KNOWLEDGES, SKILLS AND ABILITIES: Requires a thorough knowledge of modern office practices, procedures, and of business English and arithmetic. Ability to take and transcribe dictation, type with speed and accuracy; requires a knowledge of the form of government, rules, and regulations governing particular departments where assigned. OPEN REQUIREMENTS: Shall have at least a senior high school diploma. Must have had at least five years of responsible secretarial experience of which duties required administrative and supervisory functions. Must be able to type, take and transcribe dictation with accuracy, exercise mature judgement, and meet public and guests of the school system with ease. PROMOTIONAL REQUIREMENTS: The position of Administrative Secretary to the Superintendent of Schools has been designated by the City Charter of Jacksonville as Civil Service exempt. The incumbent serves on an annual contract basis subject to renewal each year. OCCUPATIONAL CODE: E001 July 14, 1986

8 BUDGET CLERK E090 KIND OF WORK: This is advanced clerical work performing a variety of budget support functions such as using word processing and spreadsheet software to generate letters, budget forms, reports, and databases. Will maintain applicable files and records. Work requires knowledge of the School Board s budget policies, practices and procedures and office practices and procedures that involve the operation of standard office equipment such as personal computer, copier, fax, and calculator. Contacts require courtesy, tact, and effectiveness in dealing with others, and include contacts to request or provide information, ask questions or obtain clarification. The work is performed following established routines, procedures and standing instructions, and although patterned, some variation in the sequence and choice of procedures used is permitted based on situations encountered in the workplace. Work is normally performed in an office environment though the employee may be required to deliver or pick up documents, supplies or materials. The physical demands consist mainly of moving from one work location to another, sitting, or standing at a work station for extended periods of time, using standard office equipment on an ongoing basis, and, dependent upon assigned work location, may require lifting objects weighing up to 15 pounds. The work is performed under general supervision where the work assignments are subject to instructions and established work routines, and the worker is given latitude to rearrange the sequence based on changing work situations or workflow. EXAMPLES OF WORK: (Not intended to be all inclusive) Reviews, processes, records, and files budget reports, records, files, information, and materials. Reviews budget request forms, documents and files and routes to appropriate office or staff member. Responds to inquiries and explains School budget procedures and practices. Maintains budget reports, records, files, information, and materials. Gathers budget information and develops routine spreadsheets. Prepares written reports and completes forms as necessary. Types correspondence, memoranda, reports, records, orders and other office documents from sources such as rough drafts, notes, and other instructions. Enters data to personal computer or terminal following established procedures. Orders supplies and prepares purchase requisitions. Maintains inventory records and stock for assigned work area. Operates standard office equipment such as a personal computer, copier, fax, calculator and telephone. Picks up and/or delivers mail, documents, materials, and supplies. Proofreads various documents to insure accuracy and completeness. May assist with the maintenance and processing of leave forms, time sheets, and related payroll records Performs related duties as required. KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of the School Board s budget policies, practices and procedures. Knowledge of the School Board s organization. Knowledge of office practices and procedures. Knowledge of Business English and arithmetic. Skill in performing and verifying mathematical calculations. Ability to establish and maintain budget document control, report, record, file, and information systems. Ability to read, understand, and apply job-related rules, policies and procedures. Ability to prepare reports. Ability to develop routine spreadsheets. Ability to follow oral and written instructions. Ability to communicate effectively. Ability to transcribe legibly and neatly.

9 Ability to match names and numbers. Ability to file both numerically and alphabetically. Ability to establish and maintain effective working relationships. Skill in operation of standard office equipment such as personal computer, copier, fax, telephone and calculator. Ability to use word processing, spreadsheet, database, and related software applications. OPEN REQUIREMENTS: Must have at least one year of clerical budget-support experience that included reviewing, processing, and maintaining budget reports, records, files, information, and materials for a large complex organization. LICENSING/CERTIFICATION/REGISTRATION: None. OCCUPATION CODE: E09O APPROVAL DATE: 3/17/09

10 BUYER ASSISTANT S057 KIND OF WORK: This is paraprofessional work in providing administrative support within a buying unit. Work requires knowledge of governmental procurement practices, procedures, laws, rules and regulations. Contacts require courtesy, tact and effectiveness in dealing with others to request or provide information, ask questions or obtain clarification. Work is performed in an office environment and physical demands are minimal. Operates standard office equipment such as typewriters, personal computers, calculators, facsimiles, and copiers. Work is performed under general supervision where the work assignments are subject to standard practices and procedures and the worker is permitted some latitude to set own priorities subject to superior's approval. EXAMPLES OF WORK: (not intended to be all inclusive) Obtains written and verbal price quotations from vendors in response to responsibility center requisitions for informal purchases. Evaluates informal bids for conformance with specifications and for comparison of prices, projected delivery dates and other pertinent factors and recommends and obtains approval of successful bidder. Inputs data to create purchase orders and other purchasing documents. Opens and tabulates bids in formal bid openings. Consults with responsibility centers and vendors to obtain or provide information or to resolve problems with purchases. Gathers information for and maintains and updates various files and records such as commodity catalogs, bid files, bidders lists and price schedules. Performs related work as required. KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of governmental procurement practices and procedures. Knowledge of local laws, rules and regulations governing procurement activities. Knowledge of purchase orders, specifications, lease agreements and other forms and documents used in procurement activities. Ability to read, understand and apply procurement laws, regulations, policies and procedures. Ability to gather and evaluate informal bid data. Ability to perform arithmetic computations. Ability to establish and maintain effective working relationships. Ability to communicate effectively. Ability to maintain files and records. Ability to operate standard office equipment OPEN REQUIREMENTS: A three-year combination of education, training or clerical experience in procurement activities which includes preparing and processing purchase orders and contracts. PROMOTIONAL REQUIREMENTS: All permanent employees of the unit who have served for a two year combination in the class(es) of Buyer Clerk Senior and/or Buyer Clerk may apply. LICENSING/CERTIFICATION/REGISTRATION: None. OCCUPATIONAL CODE: S057 APPROVAL DATE: March 10, 1999 REVISION DATE:

11 CLERK TYPIST S222 KIND OF WORK: This is administrative support clerical work performing clerical, word processing, and data entry functions. Work requires knowledge of the techniques, methods, and procedures used in performing clerical, word processing, and data entry functions. Contacts require courtesy, tact, and effectiveness in dealing with others, and include contacts to request or provide information, ask questions or obtain clarification. Work is normally performed in an office environment though the employee may be required to deliver or pick up mail, documents, supplies or materials. Physical demands consist mainly of moving from one work location to another, sitting, or standing at a work station for extended periods of time, using standard office equipment on an ongoing basis, and, dependent upon assigned work location, may be required to lift light objects weighing up to 15 pounds. The work is performed under general supervision where the work assignments are subject to instructions and established work routines, and the worker is given latitude to rearrange the sequence based on changing work situations or workflow. EXAMPLES OF WORK: (Not intended to be all inclusive) Receives, processes, records, indexes and/or files varied materials, files, documents, fees, and records. Gathers information and assists School Board personnel, administrators, parents, and general public in completing required forms and documents. Reviews and verifies employee time reports and leave requests and prepares payrolls and maintains leave records. Types correspondence, memoranda, reports, records, orders and other office documents Reviews documents and files for completion and accuracy and routes to proper sources. Establishes, retrieves, and maintains records and files. Receives incoming mail and phone calls and refers to appropriate employee. Responds to inquiries and complaints from School Board personnel, administrators, and the general public and interprets and explains departmental policies and procedures to customers. Enters information or data to personal computer or computer terminal screen following established procedures. Maintains files and documents with coding systems, out-cards, tab guides, and other controlling devices. Orders supplies and prepares purchase orders. Maintains inventory records and stock for assigned work area. Makes written reports and fills out forms as necessary. Operates standard office equipment such as a typewriter, calculator, personal computer, microfilm and microfiche equipment, and copier. Picks up and/or delivers a variety of mail, documents, materials, and supplies which may require operation of a motor vehicle. Performs related work as required. KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of Duval County Public Schools policies, procedures, rules and regulations Knowledge of Business English. Ability to maintain information, record, document, and file systems Ability to match names and numbers. Ability to file both numerically and alphabetically. Ability to follow oral and written instructions Ability to read, understand, and apply written instructions and job-related laws, rules, policies, procedures, and materials. Ability to interview and gather information from customers, applicants, and general public. Ability to communicate effectively. Ability to transcribe legibly and neatly. Ability to make and verify mathematical calculations. Ability to operate standard office equipment such as personal computers, facsimiles, and copiers. Ability to establish and maintain effective working relationships. Dependent upon assignment, ability to operate a motor vehicle.

12 OPEN REQUIREMENTS: Ability to read, write and communicate in English. Must have at least a one-year combination of education, training, or experience in clerical work involving the use of a personal computer. Must be able to type accurately at a rate of 40 correct words per minute. LICENSING/CERTIFICATION/REGISTRATION: Dependent upon assignment may be required to have a valid Florida Driver's License prior to appointment and which must be maintained during employment in this class. APPROVAL DATE: September 27, 1979 REVISED DATE: February 21, 2001

13 DATA ENTRY CLERK S127 KIND OF WORK: Under general supervision, performs clerical work in the preparation of data and the operation of a computer work-station to input data to or to receive data from a computer at remote location. Work involves assembling, verifying and/or keying information from a variety of source documents into computer accepted formats and performing clerical related assignments such as filing and typing. Works closely with various offices to verify data being submitted and to furnish information when requested. Work is reviewed periodically while in progress and upon completion for conformance with instructions or written procedures. EXAMPLES OF WORK: Assembles and organizes data for input into system. Types or keys information into the system through the use of a computer work station or related equipment. Files material by alphabetical or numerical sequence. Reads computer printed error lists and finds data entry documents for corrections. Works closely with personnel in various offices which are submitting data input material. Answers inquiries either in person or over the telephone regarding data which is being or has been recorded. Assists in the training of new clerks. Operates standard office equipment such as typewriter, printer, scanner, copier, and shredder. Performs related duties as required. KNOWLEDGES, SKILLS AND ABILITIES: Knowledge of alphabetical and numerical filing procedures. Knowledge of and skill in the operation of a computer work-station or similar data entry device. Ability to learn new procedures and to work independently with little supervision. Ability to recognize and honor confidential information. Ability to learn to operate standard office machines. Clerical aptitude and knowledge of English, spelling and arithmetic. Ability to establish and maintain satisfactory working relationships with various individuals. Ability to communicate effectively over the telephone. OPEN REQUIREMENTS: Ability to read, write, speak and understand English. An 18-month combination of education and clerical experience that includes the operation of data-entry equipment and/or a personal computer on a regular basis. Satisfactory completion of a three (3) semester-hour post-high school or college-level data entry and/or computer operations-related course may substitute for six months of required experience. Must be able to type 30 correct words per minute. PROMOTIONAL REQUIREMENTS: All permanent employees who have satisfactorily served for one year in the class or classes of School Office Assistant*, School Clerk I, Clerk Typist and/or Administrative Clerk II* and who meet the open requirements may apply. Must be able to type 30 correct words per minute. *Inasmuch as this class does not require typing, those in this class must pass a typing examination at a rate of at least 30 correct words per minute. OCCUPATION CODE: S127 APPROVED: July 30, 1981 REVISED: 8/6/2002, 10/19/2007

14 FIELD PROPERTY RECORDS CLERK S075 KIND OF WORK: This is administrative support field work in the inventorying of personal property and maintaining property records for the Duval County Public School System. Work requires knowledge of personal property (physical, fixed and tangible) inventory principles, practices and procedures which involve the operation of standard office and inventory equipment such as electronic scanners, personal computers, copy machines, and calculators. Contacts require courtesy, tact, and effectiveness in dealing with others, and include contacts to request or provide information, ask questions or obtain clarification. Work is normally performed in District offices, schools, and warehouses and storage areas where the employee may work at heights of five feet or more above the floor or ground level and may come in contact with hazardous materials. Physical demands consist mainly of moving from one work location to another; sitting, or standing at a work station for extended periods of time; and using standard office and inventory equipment as well as driving a motor vehicle on an ongoing basis, and may be required to lift various sized objects weighing up to 50 pounds. Work is performed under general supervision, through observation of operations and periodic audits, where the work assignments are subject to instructions and established work routines, and the worker is given some latitude to rearrange the sequence based on changing work situations or work flow. EXAMPLES OF WORK: Conducts asset inventories and tags school-district property at designated physical locations in accordance with established regulations, policies, and procedures. Updates field property records by line item, location and condition. Uncrates and moves furniture and/or equipment weighing up to 50 pounds to locations suitable for tagging. Communicates with Senior Management regarding pending asset inventories and tagging. May work in conjunction with the Surplus Property Section regarding the transfer and disposal of school district property. Operates standard office equipment such as typewriter, personal computer and copier. Operates barcode scanner or other electronic equipment storage/tracking device. Operates a motor vehicle in performance of duties. Performs related duties as required. KNOWLEDGES, SKILLS AND ABILITIES: Knowledge of inventory practices and procedures. Knowledge of equipment and personal property used by the School Board Ability to match names and numbers. Ability to transcribe legibly and neatly. Ability to operate office equipment including personal computer. Ability to understand and follow oral and written instructions. Ability to work independently and accomplish assigned tasks within established time frames. Ability to establish and maintain effective working relationships with supervisor and other employees. Ability to make minor decisions in accordance with existing rules and regulations as applies to work problems. Ability to perform mathematical calculations accurately and rapidly. Ability to communicate effectively. Ability to lift 50 lbs. Ability to operate a motor vehicle.

15 OPEN REQUIREMENTS: Must have at least a two-year combination of education, training, or experience in general clerical or clerical accounting work involving the use of a personal computer. PROMOTIONAL REQUIREMENTS: All permanent employees who have served for one year in the class of Stock Clerk I may apply. LICENSING/CERTIFICATION/REGISTRATION: A valid Florida driver's license is required prior to appointment and must be maintained during employment in this class. May be required to furnish personal motor vehicle for which mileage reimbursement will be paid. This class has a one-year probationary period. OCCUPATIONAL CODE: S075 APPROVED: June 20, 2005 REVISED: 9/21/07

16 FINANCIAL RECORDS ANALYST SENIOR S128 KIND OF WORK: This is advanced technical accounting and bookkeeping work at the senior lead worker level in providing guidance, direction and training; temporary accounting and bookkeeping services; and reviewing and auditing financial records and reports; and gathering, researching and developing financial data and reports for assigned schools. Work requires extensive knowledge of the techniques, methods, and procedures used in performing the more complex clerical-accounting and bookkeeping functions in Duval County Public Schools. Worker functions as the lead School Financial Records Analyst and may oversee the work of others by scheduling, assigning, monitoring, and reviewing the work. Contacts with others require skills in understanding people, sensitivity to others point of view, persuasiveness and/or assertiveness and is often required to influence behavior, change an opinion, or turn a situation around. Work is performed in both District and school office environments. Worker operates standard office equipment such as typewriters, personal computers, copiers, printers, facsimiles, and calculators. Physical demands consist mainly of sitting or standing at a workstation for extended periods of time, using standard office equipment on an ongoing basis, and occasionally lifting and moving light objects. Work is performed under general supervision where the work assignments are varied and, although subject to instructions and established work routines, the worker is permitted some latitude to set own priorities subject to superior's approval. This class lies above that of School Financial Records Analyst and is a staff position in the Internal Audit Section. EXAMPLES OF WORK (not intended to be all inclusive): Establishes, maintains and revises the District s Internal Accounts Operating Manual and, as needed, updates those concerned regarding revisions and additions. Develops and conducts annual workshops and other training sessions to include designing training materials. Troubleshoots and recommends solutions for Internal Account-related problems. Installs, updates and troubleshoots District software and recommends solutions to problems. Provides technical support and problems solving skills to assigned schools bookkeeper regarding accounting/bookkeeping software applications. Provides assigned schools employees guidance, direction and training and responds to inquiries regarding their financial-related responsibilities to include on-site workshops. Conducts employee orientation and training for newly hired or promoted bookkeepers for assigned schools. Provides on-site accounting and bookkeeping services for assigned schools due to extended absences or resignation/retirement of bookkeepers of assigned schools. Monitors, reviews and audits financial records and reports of assigned schools to ensure accuracy and compliance with laws, rules, regulations, and procedures related to school financial records and activities. Provides input to principals regarding his or her bookkeeper s quality of work and performance levels. Coordinates submittal of school financial data with personnel in all schools Prepares year-end financial reports and statements related to school fiscal activities and other financial and statistical reports as necessary. Prepares countywide reports regarding Internal Accounts activities as requested. Establishes and maintains financial-related filing systems. Makes recommendations regarding School Board and Internal Accounts policies, practices, procedures and methods. Prepares correspondence regarding work activities and makes written or oral presentations as necessary. Stays abreast of revisions to existing and new laws, rules, regulations and internal procedures impacting assigned schools and their bookkeepers. Functions as a liaison between school bookkeepers and Internal Auditing, Budget Office, Purchasing, their school Principal, and other District Administrators. KNOWLEDGES, SKILLS AND ABILITIES: Knowledge of (Government) accounting and bookkeeping principles, practices and procedures. Knowledge of the District s financial-related deadlines, reports and reporting requirements.

17 Knowledge of the District s internal accounts policies, rules, and regulations. Knowledge of financial-related School Board Polices and Procedures. Knowledge of the District s automated systems such as S.A.P. and Manatee and associated software. Knowledge of Federal, State, and local laws, rules and regulations regarding public funds. Knowledge of bookkeeping responsibilities assigned to Elementary, Middle, and High Schools and Specialty Schools and the differences between each level. Skill in performing mathematical calculation. Skill in organizing and managing time to effectively accomplish assigned tasks. Skill in assessing needs of schools. Skill in locating bookkeeping-related balancing problems and resolving them. Skill in the use of the District s automated systems such as S.A.P. and Manatee. Ability to install and maintain financial-related software. Ability to apply accounting and bookkeeping knowledge and problem solving skills to assigned tasks. Ability to reconcile a bank statement and make bank deposits Ability to operate a personal computer and other office equipment. Ability to create spreadsheets and use word-processing and other software applications. Ability to make independent judgments in performance of financial responsibilities. Ability to provide guidance and train others to include the development of job-related on-site workshops. Ability to develop and conduct annual district-wide bookkeeping workshops to include designing training materials. Ability to work independently with little to no supervision. Ability to read, understand and apply job-related laws, policies, procedures, rules, regulations, information, and materials. Ability to communicate effectively, orally and in writing. Ability to establish and maintain effective working relationships. Ability to operate a motor vehicle. PROMOTIONAL REQUIREMENTS: All permanent employees of the unit in which the vacancy exists who have served for one year in the class of Financial Records Analyst may apply. LICENSING/CERTIFICATION/REGISTRATION: A valid Florida driver's license is required prior to appointment and must be maintained during employment in this class. Must be able to furnish an automobile in good condition for use on School Board business for which mileage compensation will be paid. Note: The probationary period for this class shall be one year. OCCUPATIONAL CODE: S128 APPROVED: 7/17/87 REVISED: 12/30/87, 7/25/2001

18 FINANCIAL RECORDS ANALYST S124 KIND OF WORK: This is advanced technical accounting and bookkeeping work at the lead worker level in providing guidance, direction and training; temporary accounting and bookkeeping services; and reviewing and auditing financial records and reports; and gathering, researching and developing financial data and reports for assigned schools. Work requires extensive knowledge of the techniques, methods, and procedures used in performing the more complex clerical-accounting and bookkeeping functions in Duval County Public Schools. May oversee the work of others by scheduling, assigning, monitoring, and reviewing the work. Contacts with others require skills in understanding people, sensitivity to others point of view, persuasiveness and/or assertiveness and is often required to influence behavior, change an opinion, or turn a situation around. Work is performed in both District and school office environments. Worker operates standard office equipment such as typewriters, personal computers, copiers, printers, facsimiles, and calculators. Physical demands consist mainly of sitting or standing at a workstation for extended periods of time, using standard office equipment on an ongoing basis, and occasionally lifting and moving light objects. Work is performed under general supervision where the work assignments are varied and, although subject to instructions and established work routines, the worker is permitted some latitude to set own priorities subject to superior's approval. This class lies above that of School Bookkeeper III and is a staff position in the Internal Audit Section. EXAMPLES OF WORK (not intended to be all inclusive): Provides assigned schools employees guidance, direction and training and responds to inquiries regarding their financial-related responsibilities to include on-site workshops. Provides on-site accounting and bookkeeping services for assigned schools due to extended absences or resignation/retirement of school bookkeepers of assigned schools. Conducts employee orientation and training for newly hired or promoted bookkeepers for assigned schools. Provides technical support and problems solving skills to assigned schools bookkeeper regarding accounting/bookkeeping software applications. Monitors, reviews and audits financial records and reports of assigned schools to ensure accuracy and compliance with laws, rules, regulations, and procedures related to school financial records and activities. Provides input to principals regarding his or her bookkeeper s quality of work and performance levels. Prepares year-end financial reports and statements related to school fiscal activities and other financial and statistical reports as necessary. Prepares countywide reports regarding Internal Accounts activities as requested. Enters data for and prepares the Principal s Monthly Financial Report for smaller elementary schools. Input journals from assigned schools. Establishes and maintains financial-related filing systems. Stays abreast of revisions to existing and new laws, rules, regulations and internal procedures impacting assigned chief financial agents/schools. Makes recommendations regarding School Board and Internal Accounts policies, practices, procedures and methods. Performs related duties as required. KNOWLEDGES, SKILLS AND ABILITIES: Knowledge of (Government) accounting and bookkeeping principles, practices and procedures. Knowledge of the District s financial-related deadlines, reports and reporting requirements. Knowledge of the District s internal accounts policies, rules, and regulations. Knowledge of financial-related School Board Polices and Procedures. Knowledge of the District s automated systems such as S.A.P. and Manatee and associated software. Knowledge of Federal, State, and local laws, rules and regulations regarding public funds. Skill in performing mathematical calculation. Skill in organizing and managing time to effectively accomplish assigned tasks.

19 Skill in assessing needs of schools. Skill in locating bookkeeping-related balancing problems and resolving them. Skill in the use of the District s automated systems such as S.A.P. and Manatee. Ability to apply accounting and bookkeeping knowledge and problem solving skills to assigned tasks. Ability to reconcile a bank statement and make bank deposits Ability to operate a personal computer and other office equipment. Ability to create spreadsheets and use word-processing and other software applications. Ability to make independent judgments in performance of financial responsibilities. Ability to provide guidance and train others to include the development of job-related on-site workshops. Ability to work independently with little to no supervision. Ability to read, understand and apply job-related laws, policies, procedures, rules, regulations, information, and materials. Ability to communicate effectively, orally and in writing. Ability to establish and maintain effective working relationships. Ability to operate a motor vehicle. OPEN REQUIREMENTS: Five-year combination of education and accounting or bookkeeping experience which includes experience in at least one of the following areas: accounts payable (posting and/or paying on accounts), accounts receivable, payroll, bank telling/cashiering, and bank statement reconciliation/financial analysis for multiple accounts. Must be bondable. Full-charge bookkeeping or prior school bookkeeping experience at both elementary and secondary levels is preferred. PROMOTIONAL REQUIREMENTS: All permanent employees of the unit in which the vacancy exists who have served for one year in the class of School Bookkeeper III may apply. For the purpose of determining eligibility: Successful completion of a high school, vocational/technical school or college-level Bookkeeping course may substitute for six months of the required experience. Three (3) semester hours of successfully completed college-level accounting course work may substitute for six (6) months of required accounting or bookkeeping experience. General Accounting I & II together may substitute for Principles of Accounting I and are together equivalent of one three-semester hour college-level accounting course. LICENSING/CERTIFICATION/REGISTRATION: A valid Florida driver's license is required prior to appointment and must be maintained during employment in this class. Must be able to furnish an automobile in good condition for use on School Board business for which mileage compensation will be paid. Note: The probationary period for this class shall be one year. OCCUPATIONAL CODE: S124 APPROVED: 4/23/81 REVISED: 2/25/82, 6/23/86, 7/17/87, 3/15/90, 5/25/93, 7/25/2001

20 HIGH SCHOOL SECRETARY E303 KIND OF WORK: This is advanced administrative support clerical and secretarial work performing technically varied and complex word processing, clerical and secretarial functions, interpreting and entering data, and interpreting and applying policies and procedures. Work requires knowledge of Business English and the techniques, methods, and procedures used in performing the more complex word processing, clerical and secretarial functions. Work requires independent judgment and discretion and is performed under general supervision where the work assignments are subject to instructions and established work routines, and the worker is given latitude to rearrange the sequence based on changing work situations or workflow. Positions are located in the High Schools. This class lies above that of Middle School Secretary and reports to the principal or the principal's designee. EXAMPLES OF WORK: Oversees monitors and/or reviews the work of other support staff and provides guidance and training to volunteers, parents and other employees. Secures time sheets from all personnel, i.e., certificated and classified personnel and substitute teachers, and prepares attendance reports and payrolls. May interact with the substitute automated management system. Orients substitutes to procedures and gives out pertinent information, including lesson plans for the day. Composes correspondence without review and/or specific instructions. Types and/or prepares letters, memoranda, reports, records, orders, and other official documents. Keeps current files on teachers, security reports, maintenance requests, memorandums, etc. Makes appointments for students and parents. Assist students and school personnel in routine problems. May provide support to assigned school s bookkeeper and function as his/her backup. Performs related duties as required. KNOWLEDGES, SKILLS AND ABILITIES: Knowledge of the Duval County Public Schools payroll, leave, purchasing, and general budgetary policies, procedures, rules and regulations. Knowledge of business English. Knowledge of basic mathematics to include computation of percentages. Knowledge of School Board rules and regulations. Basic knowledge of bookkeeping. Good knowledge of office procedures and practices. Ability to oversee, monitor, guide, and review the work of others. Ability to handle confidential information with discretion. Ability to make decisions in accordance with applicable school and/or departmental policies and procedures. Ability to communicate clearly, orally and in writing. Accuracy in proofreading reports and correspondence. Ability to read and comprehend various reports, documents and related materials. Ability to use word processing, spreadsheet and other computer software applications. Ability to establish and maintain effective working relationships with administrators, teachers, other employees, parents, and the general public. Skill in the use of a personal computer, copiers, facsimiles, and other office equipment. Skill in establishing and maintaining information, record, document, and file systems. OPEN REQUIREMENTS: Ability to read and write English. Must have a three-year combination of education and work experience in a clerical and/or secretarial field. Successfully completed job-related college-level course work such as Business Mathematics, Business Communication, English Composition, Accounting, Finance, Office Management, and Computer Science may substitute for the required experience on the basis of three semester hours for three months of experience. Must be able to type at a rate of 40 correct words per minute. PROMOTIONAL REQUIREMENTS: All permanent employees of the Duval County Public School System who have served for one year in the class of Middle School Secretary, Secretary II, or *School Secretary/Bookkeeper OR two (2) years in a Middle or High School in the class(es) of School Clerk I and/or Data Entry Clerk may apply. Must be able to type at a rate of 40 correct words per minute. *Please note since this class does not require the ability to type 40 correct words per minute, employees in this class are required to pass a typing examination in order to qualify. Documentation of successful completion of a typing examination administered by the City of Jacksonville or representatives of the School District s Human Resource Services Department within the two years immediately preceding the date of the promotional examination date shall be accepted as meeting this requirement. OCCUPATIONAL CODE: E/S303 APPROVED: 05/18/72 REVISED: 02/24/8, 12/11/95, 11/23/98, 6/20/00, 10/21/02