School Accountant

2 months ago

Ocala, United States Diocese of Orlando Full time

Job Type

Full-time

Description

SUMMARY

The accountant is required to exercise independent judgment and initiative in analyzing and providing recommendations regarding financial matters. Areas of assignment include, but are not necessarily limited to, accounts receivable, payables, bank reconciliation, budgeting, purchasing, financial reporting and other related functions.

The Diocese of Orlando four core values lay the foundation for the work performed by employees.

  1. Authenticity: Conviction that God has called us to reflect exteriorly our inner life of faith in our daily living
  2. Respect: Affirming each person's God-given dignity and uniqueness.
  3. Courage: Inspired by this gift of the Holy Spirit, we proclaim and live the Word of God fearlessly and devotedly.
  4. Commitment: Individually and collectively, we are steadfast to the team and its purpose.


ESSENTIAL DUTIES AND RESPONSIBILITIES

The following duties and functions, as outlined herein, are intended to be representative of the type of tasks performed within this classification. They are not listed in any order of importance. The omission of specific statements of the duties or functions does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification. Other duties may be required and assigned.

Accounts Payable Responsibilities :

•Matches Vendor invoices with supporting documents; get appropriate approvals; checks accuracy of invoices; matches general ledger codes and issues checks on a timely basis.

•Pull Credit Card Statements; get supporting documentation and approvals; make on-line payments in a timely manner.

•Compares vendor statements to accounting records and works with vendors to rectify outstanding balances.

•Maintains accurate and efficient filing systems.

•Prepares Annual 1099s.

Payroll Responsibilities :

•Review and record Substitute teacher's time and Sub pay adjustments into Paylocity.

•Create Substitute Teacher's stipend agreement.

•Review Paylocity to Ensure all employee timecards are accurate and approved by supervisors.

•Submits payroll package (with stipend agreements) to payroll office in a timely manner.

•Works with payroll office in preparing payroll, associated taxes and reports; distributes checks.

•Pull payroll reports, create journal entries; record 403B payments, Fee payments, and Insurance Payments

Accounts Receivable Responsibilities :

•Verify Bank Deposits and assign Deposit Number

•Assist in posting cash receipts when necessary.

•Assist in creating Tuition Invoices in FACTS and monitoring payments throughout the school year.

•Assist in Communicating with parents in regard to past due balances.

Financial Responsibilities :

•Perform monthly bank statement analysis and reconciliations.

•Analyze General Ledger Accounts monthly, make corrections.

•Perform monthly Material Financial Statement Accounts analysis and reconciliations.

•Maintain accounts by verifying, allocating, and posting transactions.

•Creates Journal Entries when necessary; Enter FACTS Journal Entries and reconciles to general ledger system.

•Monitors Athletic Petty Cash fund and reconcile at year end.

•Assists in Preparing annual financial audit work papers.

•Assists in Preparing and analyzing annual budget.

•Attend Finance meetings and take minutes; type up and present at the next meeting

Assist in communicating and/or writing letters to the families that qualify for FACTS aid

Human Resources Responsibilities - Provide Backup for the following:
  • Facilitates enrollment of employees in Diocesan benefit plans per direction of the Diocesan Human Resources Office including insurances, annual enrollment, retirement, and 403 (B); provides on-going information and documentation to employees.
  • Handles new and terminating employee questions and paperwork; coordinates the Onboarding process in the HRIS system.
  • Responsible for all employment actions in the HRIS system; ensures documentation is accurate and sufficient; maintains accurate employment and pay records within the HRIS system.
  • Responds to employee payroll and human resources inquiries; collaborates with Diocesan Office of Human Resources as needed.
  • Oversees and implements the Diocesan background/fingerprinting requirements for the school.
May Attend Diocesan required meetings and workshops.

Coordinates school's property and liability insurance, worker's compensation, in collaboration with Diocesan Risk Manager.

Prepares, tabulates, and analyzes regular or on-demand reports; compiles or monitors various administrative and statistical data; performs research as needed; makes applicable calculations; analyzes data and identifies trends; prepares or generates reports; and maintains records.

Performs moderately complex work under limited supervision and maintains professional discretion in processing matters of a sensitive or confidential nature from both a legal and ethical perspective.

Supports and Provides Backup for the Finance Director and Accounting Assistant, when needed.

Performs other duties as assigned.

Requirements

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

CATHOLIC FAITH

Requires an appreciation and respect for the Catholic Church and its teachings. Church employees must conduct themselves in a manner that is consistent with and supportive of the mission and purpose of the Church. Their public behavior must not violate the faith, morals or laws of the Church or the policies of the diocese.

EDUCATION and/or EXPERIENCE
  • Bachelor's degree in a business-related field, finance and/or accounting required; CPA preferred.
  • Demonstrated technical ability in accounting or finance with five (5) or more years of professional experience in positions of increasing responsibility.
  • Thorough knowledge of accounting principles and financial reporting methodologies.
  • Working knowledge of budgeting principles and practices (including use of spreadsheet software), general ledger and reconciliation practices.
OTHER SKILLS and ABILITIES
  • Extremely detail oriented.
  • Strong interpersonal and organizational skills.
  • Inquisitive, eager to learn, self-starter.
  • Strong Analytical skills.
  • Excellent oral/written communication skills.
  • Excellent analytical skills with an ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Experience with Excel, Word and Database Software (Ex. QuickBooks, Sage 50, Peachtree, Paylocity, FACTS)
  • Ability to effectively manage and prioritize multiple tasks and time demands.
  • Bi-lingual is not required, but very helpful.
  • Knowledge of and respect for the Catholic Church, its teaching, and mission required.

WORKING CONDITIONS

The working hours of this position will be Monday thru Friday 7:30am to 3:30pm, with some possible Overtime during certain times. Must be willing to work in conditions of stress and function well under pressure.

PHYSICAL REQUIREMENTS

Position requires walking, sitting for extended periods of time, bending, stretching, and stooping. Repeated use of hands, fingers, wrists, and arms. Must be able to see up close as well as from afar. Job incumbent must also possess the ability to hear and communicate both verbally and in writing, in person and via telephone and electronic communications.

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