Financial Operations Specialist

3 weeks ago

Charlotte, North Carolina, United States Charlotte-Mecklenburg Schools Full time
Job Summary

We are seeking a highly skilled Financial Operations Specialist to join our team at Charlotte-Mecklenburg Schools. The successful candidate will be responsible for performing intermediate clerical and bookkeeping work in examination, analysis, and verification of accounting records in a school setting.

Key Responsibilities
  • Maintains a complete and systematic set of records of all financial transactions as required by federal, state, and school board rules, regulations, policies, and laws.
  • Reviews and reconciles accounts and budget reports on a monthly basis.
  • Assists in district directed audits of records and accounts.
  • Assists principal with budget development.
  • Analyzes, verifies and reconciles school budget reports to maximize the use of funds in compliance with local, state and federal fiscal requirements.
  • Initiates, prepares, and verifies payment requests, reviews for proper documentation, and obtains necessary approvals.
  • Purchases goods and services for the school using a variety of approved methods.
  • Initiates and reviews school contracts and prepares supporting documentation to ensure compliance with policies and procedures.
  • Verifies and records cash collections by school staff, including but not limited to field trip, fundraising, and athletic activities.
  • Manages the school's checking account ensuring bank deposits are made according to policy and prepares monthly reconciliation of the school's checking account.
  • Prepares sales and use tax reports to process payment of tax.
  • Initiates, prepares, and processes transactions relating to the school's purchasing card, tracks expenditures, reconciles balances on a monthly basis, and maintains records of all purchases.
  • Composes reports and records for review as well as financial correspondence for principal's approval and signature.
  • Maintains accounts payable files for verification of receipt of items.
  • Prepares and enters invoices; updates customer lists and transactions; prepares journal entries for distribution.
  • Performs various payroll duties as assigned.
  • Trains other staff to ensure they are familiar with and able to perform the essential treasurer duties in the absence of the school treasurer.
  • Answers inquiries from staff and parents pertaining to interpretation of school district's financial policies and procedures.
Requirements
  • Considerable knowledge of bookkeeping/accounting practices for cash management, revenue, and expenses.
  • 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 reason, work, and problem-solve independently in order to carry assignments to completion according to expected timelines while adhering to established policies and procedures.
  • Ability to communicate effectively with a variety of audiences, orally and in writing, including electronic media.
  • Working knowledge of computer programs, including email, word processing, spreadsheets, and databases.
  • Excellent time management skills and ability to organize, prioritize, manage and carry out duties efficiently and within established timeframes.
  • Ability to establish and maintain collaborative working relationships with all stakeholders.
Education and Experience
  • Associate's degree in a relevant field.
  • Two years accounting/bookkeeping experience.
  • OR any equivalent combination of education and experience which provides the required knowledge, skills, and abilities to perform the essential duties and responsibilities of the position.

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