Support Specialist: Financial Operations
6 days ago
Title Code:
Support Specialist: Financial Operations
JOB SUMMARY
Performs complex budgeting duties to support the School Resource Allocations Office and the Divisions of Finance, Budget, and Financial Reporting and Grants Management. It has great latitude as well as accountability to determine courses of action where precedents may not exist. Nature of work requires knowledge of budget and accounting structures, knowledge of school system organization by departments/divisions, and the ability to work with all administrative personnel in the school system.
ESSENTIAL DUTIES/RESPONSIBILITIES
- Maintains multiple complex calendars, and arranges meetings, conferences, and travel, and maintain timesheets.
- Assists with the preparation of letters, memoranda, instructions, and a variety of confidential information.
- Establishes and maintains relationships with schools and offices; provides assistance and support to include but not limited to: responding to budget questions, assisting with budget and expense reports, expenditure and transfer inquiries, budget allocations and general budget support.
- Performs financial/budget management responsibilities including review of financial statements, preparation of financial reports, monthly budget reconciliation, and maintaining expenditure justification documentation for department, office, and grant budgets.
- Processes transfers of funds and prepares monthly financial reports to the Board of Education and state and county agencies.
- Performs research and data collection of financial information or staffing information and participates in special projects.
- Prepares documents, exhibits, and presentations for meetings, workshops, and hearings with the Board of Education and other Local, State, and National organizations.
- Prepares actual/projected expenditures reports/spreadsheets to include salary projections.
- Annually assists in assembling all Budget Binders and Budget Books; binder covers, indexes, tabs, and other related materials.
- Maintains and tracks various State/Federal reporting, and submits reports timely.
- Performs other related duties as assigned within the same classification or lower.
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, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
- Associate's Degree in Finance, Accounting, Business Administration, or related field of education from a regionally accredited college or university required;
- Or an equivalent combination of education and experience which provides the required knowledge, skills, and abilities deemed sufficient to prepare the employee to successfully perform the duties of the position.
- Two (2) years professional financial, budget, and/or administrative office support experience in an educational, social service, or government office (including grants and development) required;
- Two (2) years experience working as a school-based financial secretary and working in district level administrative and/or financial support preferred;
- Or an equivalent combination of education and experience which provides the required knowledge, skills, and abilities deemed sufficient to prepare the employee to successfully perform the duties of the position.
- Excellent verbal, written and presentation communication, organizational, problem-solving, and planning skills.
- Ability to work independently to complete tasks.
- Ability to create and utilize spreadsheets and/or databases to create budget reports. Ability to merge information from different sources and different formats and to create the desired results for analysis.
- Knowledge of budget, financial and human resources systems. Strong mathematical and analytical competency skills.
- Excellent human relations and interpersonal skills.
- Ability to exercise sound judgment, take initiative and use tact in dealing with community partners, government agencies, parents, students, and other stakeholders.
- Experience working with budgets, following regulations and policies related to purchasing, contracting, creating MOUs, travel, payroll, and reporting.
- Demonstrated proficiency with business technology applications (e.g. Video/Web Conferencing, Microsoft Project, Microsoft Office Suite - Word, Excel, Outlook, PowerPoint and/or preferred) and web development software.
Employee must retain active licenses, certifications, and enrollment as a condition of employment.
- N/A
- N/A
Qualification Requirements for Employment in Higher Grade as a New Hire or Transfer requires:
- Two (2) additional years of successful experience required.
- Achievement of a Professional Certificate, Certification, License in Finance, Budget or Technology or Completion of coursework or workshops leading towards such certificate, certification or licenses in related field required.
- Two (2) years continuous successful experience in the position at the Lower Grade level.
- Mastery of all responsibilities and duties of the position.
- Evidence of completion of additional training that may be recommended by supervisor and/or participation in approved professional development programs or courses, approved in advance by the supervisor. Successful completion of a minimum of one professional development within the last two years is required. Successful completion of job specific professional developments identified on the job description, performance evaluations and/or the supervisor's documented recommendation are required.
- Achievement of identified goals as they relate to the needs of the district and as established by the supervisor.
- Consistent maintenance of an effective and orderly work environment.
- Consistent compliance with general office procedures such as standards contained in the AACPS Employee Handbook; demonstration of discretion and excellent customer service; regular and punctual attendance; and building dress code, including wearing AACPS ID badge.
- Above Satisfactory overall job performance for the two most recent consecutive years of Performance Ratings.
- Letter of Recommendation written by the supervisor.
- Achievement of a Professional Certificate, Certification, License in Finance, Budget or Technology or Completion of coursework or workshops leading towards such certificate, certification or licenses in related field required.
- N/A
The physical demands and working conditions described here 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.
Physical Demands
- Standing: under 1/3 percent of the time
- Sitting: between 1/3 and 2/3 percent of the time
- Keyboarding: over 2/3 percent of the time
- Reaching (with hands and/or arms): under 1/3 percent of the time
- Bending: under 1/3 percent of the time
- Twisting: under 1/3 percent of the time
- Talking: over 2/3 percent of the time
- Hearing: over 2/3 percent of the time
- As required by the duties and responsibilities of the position.
The vision demands with correction described here are representative of those that must be met to successfully perform the essential functions of this job.
- Close vision (clear vision at 20 inches or less)
Location
- Office, school or similar indoor environment: over 2/3 percent of the time
- Moderate: over 2/3 percent of the time
Lifting and carrying requirements
- Up to 10 pounds: under 1/3 percent of the time
- N/A
JOB INFORMATION
Approved Date:10/1/2024Established Date:10/1/2024Title Code:B05729Title:SPECIALIST SUPPORT: FINANCIAL OPERATIONSAlternate Title:Support Specialist: Financial OperationsReports to Generic:Chief OfficerReports to Specific:OFFICER: CHIEF FINANCIAL
ORGANIZATION
Division:Financial OperationsBusiness Unit: Department: Negotiated Agreement:N/A
HR JOB INFORMATION
Unit:VDays Worked:260FLSA Exemption Status:ExemptGrade:
PG03;PG04
Click HERE to view Terms of Employment, Benefits and Salary Scale. Scroll down to locate (Unit 5 - Professional Staff)
Essential Job: Months Worked:12Hours Worked:8Job Family:Accounting and FinanceSub-Function:Finance
VR# 24057
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