Position Description
POSITION TITLE: Financial
Coordinator
Department: Business
Reports
To: Assistant Superintendent for
Business
Date: 05/08/2009
SUMMARY: The job of Financial Coordinator is executed
for the purpose/s of performing responsible technical financial functions in
the preparation, maintenance, processing and auditing of financial records or
reports; assisting with cash management; and providing guidance to general fund
accounts payable staff.
ESSENTIAL
DUTIES AND RESPONSIBILITIES. Other duties may
be assigned.
̃
Monitors the financial center and its employees.
̃
Analyzes financial reports (e.g. accounts payable, budget, financial
statements, etc.) for the purpose of providing required information and/or
ensuring compliance with established federal, state and local laws, regulations
and policies.
̃
Audits federal, state and local regulated programs (purchase
requisitions, invoices, reimbursements, grants, etc.) for the purpose of
ensuring compliance with financial, legal and administrative requirements.
̃
Compiles statistical and financial data for the purpose of ensuring
compliance with established regulations.
̃
Coordinates with other staff (e.g. data collection, year-end closing,
payable/receivables, etc.) for the purpose of completing assigned duties
accurately and in a timely manner and ensuring compliance with financial and
administrative requirements.
̃
Creates and maintains a variety of manual and electronic documents files
and/or records (e.g. accounts payable, budgets, grant records, reports, vendor
files, etc.) for the purpose of providing an up-to-date reference and audit
trail for compliance.
̃
Develops accounting and financial procedures for the purpose of
improving internal controls and accountability.
̃
Monitors account balances and related financial activity (e.g. grant
records, expenses, claims, etc.) for the purpose of ensuring that allocations
are accurate, related revenues are generated, expenditures are within budget
limits, and/or fiscal practices are followed.
̃
Supervises the preparation of written materials and state/federal tax
information returns (e.g. 1099's, Combined Excise Tax Returns, memos, reports,
letters, daily/monthly/quarterly/year-end reports, spreadsheets, account codes,
budgets, journal entries, etc.) for the purpose of documenting activities,
providing written reference, conveying information and/or complying with
financial, legal and administrative requirements.
̃
Processes documents and materials (e.g. billings, invoices, travel
forms, transmittal of District monies, etc.) for the purpose of ensuring
compliance and updating information and/or disseminating information to
appropriate parties.
̃
Provides fiscal services and training to school personnel staff (e.g.
software applications, procedures, etc.) for the purpose of ensuring fiscal
practices are followed and the disbursement of funds complies with established
regulations.
̃
Reconciles fiscal information and account balances as assigned (e.g.
accounts payable, general ledger, report data, etc.) for the purpose of
verifying accuracy of information, maintaining accurate balances and complying
with internal controls.
̃
Researches discrepancies of financial information and/or documentation
for high risk items for the purpose of ensuring accuracy and adhering to
procedures prior to processing for action.
̃
Responds to inquiries from various internal and external sources (e.g.
staff, auditors, Internal Revenue Service, providers, county coordinators,
vendors, etc.) for the purpose of providing information, direction and/or
appropriate referrals and taking appropriate action.
̃
Supervises and directs assigned personnel for the purpose of maximizing
their efficiency and meeting work requirements.
̃
Prepares monthly financial update report.
SUPERVISORY RESPONSIBILITIES:
Carries
out supervisory responsibilities in accordance with the organization's policies
and applicable laws.
QUALIFICATION REQUIREMENTS: 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.
EDUCATION, EXPERIENCE and
QUALIFICATIONS:
The successful candidate must be able to:
§
Operate standard office equipment including using
pertinent software applications; performing accounting procedures; and
preparing and maintaining accurate records.
§
Have the knowledge to perform advanced math; read
technical information, compose a variety of documents, and/or facilitate group
discussions; and solve practical problems.
§
Use specific knowledge to satisfactorily perform
the functions of the job including: governmental accounting/bookkeeping principles;
and pertinent codes, regulations, policies and/or laws, including GAAP, GASB,
FASB, and the IRC.
§
Possess the ability to schedule activities,
meetings, and/or events; often gather, collate, and/or classify data; and use
basic, job-related equipment.
§
Have flexibility to work with others in a variety
of circumstances; work with data utilizing defined but different processes; and
operate equipment using defined methods.
§
Work with a wide diversity of individuals; work
with a variety of data; and utilize job-related equipment.
§
Bachelor’s degree in accounting or business
required. Degree in related area may be
considered with suitable experience.
§
Experience in public school accounting preferred.
LANGUAGE SKILLS:
Ability
to read and interpret general business periodicals, professional journals,
technical procedures or governmental regulations. Ability to respond to common inquires or
complaints from customers, regulatory agencies or members of the business
community. Ability to effectively
present information to administrators, top management, public groups/community,
and Board of Trustees.
MATHEMATICAL SKILLS:
Ability
to work with mathematical concepts such as probability and statistical
inference, and fundamentals of plain and solid geometry and trigonometry.
REASONING ABILITY:
Ability
to define problems, collect data, establish facts, and draw valid conclusions.
OTHER SKILLS and ABILITIES:
Ability
to apply knowledge of current research and theory in specific field. Ability to
develop effective working relationships with the community, and staff. Ability to communicate clearly and concisely
both in oral and written form. Ability
to perform duties with awareness of all district requirements and the Board of
Education policies.
PHYSICAL DEMANDS: 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.
While
performing the duties of this job, the employee is regularly required to stand,
walk, sit and talk or hear. The employee
is occasionally required to reach with hands and arms. The employee must
occasionally lift and/or move up to 10 pounds. Specific vision abilities
required by this job include close vision, distance vision, and depth
perception. The employee must be able to hear the difference between bells,
buzzers, beeps, horns, etc. The employee frequently communicates through speech.
WORK ENVIRONMENT: The work environment
characteristics described here are representative of those an employee
encounters while performing the essential functions of this job. Reasonable accommodations may be made to
enable individuals with disabilities to perform the essential functions.
The
noise level in the work environment is quiet to loud depending upon the
activity in the particular part of the day and location.
The
information contained in this job description is for compliance with the Americans
with Disabilities Act (A.D.A.) and is not an exhaustive list of the duties
performed for this position. Additional
duties are performed by the individuals currently holding this position and
additional duties may be assigned.