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Finance Specialist

2 months ago

Carlsbad, New Mexico, United States Carlsbad Municipal Schools Full time
Job Title: Finance Specialist

Carlsbad Municipal Schools is seeking a highly skilled Finance Specialist to join our team. As a key member of our finance department, you will be responsible for managing and supporting all assigned functions within the finance department.

Key Responsibilities:
  • Assist with the day-to-day operations and activities within the finance department.
  • Prepare monthly board agenda items, including financial reports and approval requests.
  • Support the employee travel unit, including travel authorizations and reimbursements.
  • Collect and receive monies, verify and post daily deposits.
  • Process internal budget adjustment requests for school/department budget sub-allocations.
  • Manage assigned vendor accounts to ensure timely and accurate payment of all invoices.
  • Audit transaction documentation for correct pay amounts, valid account coding, budget availability, and compliance with established requirements.
  • Maintain a complete master file for all special revenue funds.
  • Investigate transaction coding errors and initiate corrective action.
  • Assist with maintenance of the chart of accounts database.
  • Monitor open encumbrances and track expenditures.
  • Assist with the annual district audit.
Requirements:
  • High school diploma or GED; post-secondary courses in accounting or other business-related field preferred.
  • Five years or more of experience in accounting/bookkeeping; public school finance experience preferred.
  • Proficient in the use of information technology, including financial management systems and MS Office software.
  • Effective verbal and written communication skills.
  • Ability to understand and apply federal and state regulations, district policy, and procedures.
Working Conditions:

The physical demands 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.

In the sections that follow, the frequency categories are defined as follows:

Occasionally = 1 to 33% of the normal workday or class of actions.

Frequently = 34 to 66% of the normal workday or class of actions.

Continuously = 67 to 100% of the normal workday or class of actions.

A. Working positions, postures, and skills:

  • Standing, walking are occasional but necessary conditions of employment.
  • Sitting is a continuous and necessary condition of employment.
  • Bend/squat/stoop/twisting of torso are occasional but necessary conditions of employment.
  • Reach out and up is an occasional but necessary condition of employment.
  • Grasping, manipulating, and other motor skills are continuous but necessary conditions of employment.
  • Head, neck movement, and small muscle flexibility are continuous and necessary conditions of employment.
  • Near and far vision and speech are continuous and necessary conditions of employment.
  • Quick reaction and response are occasional but necessary conditions of employment.
  • Use of hands and fingers is frequently required to operate keyboards, mouse, telephones, and other technology.

B. Effort and exertion:

  • Lifting, carrying, pushing, and pulling up 25 pounds occasionally as needed to move light furniture and equipment.
  • Stamina and endurance continuously as needed to work an eight-hour day or longer.

C. Work and environmental conditions:

  • Must be able to work within various degrees of noise, temperature, and air quality as an essential and frequent condition of employment.
  • Must be able to be flexible and patient to work with frequent interruptions as an essential and frequent condition of employment.
  • Must be able to interact with the public and staff in a tactful and cooperative manner as an essential and continuous requirement of employment.
  • Must be able to manage a heavy workload and meet strict deadlines and due dates.
  • Must be self-motivated and able to complete job assignments in a timely and accurate manner without direct supervision as an essential and continuous condition of employment.

Safety and health:

  • Knowledge of universal hygiene precautions.

Equipment/material handled:

  • Must be proficient in the use of information technology, including InfiniteVISIONS, or other financial management systems, and MS Office.
  • Must have the ability to operate various office machines, including personal computers, copiers, scanners, printers, and 10-key calculators.

Primary job location: Administration Office

Terms of employment: Salary and work year to be established by the Board based on the adopted Secretary/Bookkeeper salary schedule. Evaluated annually by the Director of Finance on the evaluation criteria of non-professional personnel. (Level C)