Financial Operations Specialist

3 days ago

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

We are seeking a highly skilled and detail-oriented Financial Operations Specialist to join our team at Charlotte-Mecklenburg Schools. As a key member of our financial operations team, you will be responsible for performing intermediate clerical and bookkeeping work in examination, analysis, and verification of accounting records in a school setting.

Key Responsibilities
  1. Maintain accurate and systematic records of all financial transactions, ensuring compliance with federal, state, and school board rules, regulations, policies, and laws.
  2. Assist in the development of the school budget and analyze financial data to maximize the use of funds in compliance with local, state, and federal fiscal requirements.
  3. Prepare and verify payment requests, purchase orders, and travel requests, ensuring proper documentation and necessary approvals.
  4. Purchase goods and services for the school, maintaining accurate records of transactions and inventory.
  5. Initiate and review school contracts, preparing supporting documentation to ensure compliance with policies and procedures.
  6. Verify and record cash collections, including field trips, fundraising, and athletic activities, and post activities on the online payment platform.
  7. Manage the school's checking account, ensuring bank deposits are made according to policy and preparing monthly reconciliation of the school's checking account.
  8. Prepare sales and use tax reports to process payment of tax.
  9. Initiate, prepare, and process transactions relating to the school's purchasing card, tracking expenditures and reconciling balances on a monthly basis.
  10. Compose reports and records for review, as well as financial correspondence for principal's approval and signature.
  11. Maintain accounts payable files for verification of receipt of items.
  12. Prepare and enter invoices, update customer lists and transactions, and prepare journal entries for distribution.
  13. Perform various payroll duties as assigned.
  14. Train other staff to ensure they are familiar with and able to perform the essential treasurer duties in the absence of the school treasurer.
  15. Answer inquiries from staff and parents pertaining to interpretation of school district's financial policies and procedures.
Requirements
  • Associate's degree in a relevant field, such as accounting or bookkeeping.
  • Two years of accounting or bookkeeping experience.
  • 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.

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