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Job Description
Definition
Review and analyze historical and current financial and accounting records to assist in preparing, maintaining, monitoring, and analyzing the Federal Title I budget; provide regular and scheduled reports to the Director of Title I to ensure accountability and effective decision-making. Assist in reviewing Personnel Activity Requests (PARs) and maintaining a database to ensure positions are allocated within allotted funding. Prepare various other analyses and reports as requested by the Director of Title I.
Duties and Responsibilities
• Assist the Director of Title I in preparing, maintaining, monitoring, and analyzing the Federal annual budget.
• Sets up and maintains files of a large and varied number of subjects.
• Maintain the general ledger system by posting the adopted budget details; update the general ledger with budget transfers and budget amendments; reconcile the general ledger with budget spreadsheets.
• Monitor spending compliance for all funds to ensure that funds are spent according to federal, regulations and grantor requirements.
• Interpret various statutes, policies, and compliance standards in order to ensure budgetary and spending compliance.
• Prepare various analyses of expenditures and funding trends; analyze these data and make recommendations for budget adjustments.
• Assist other school personnel with budget preparation, analysis, research, interpretation, and clarification of financial data.
• Manage state and federal cash procurement; monitor compliance with State Treasury and federal cash management policies.
• Submit federal budgets for approval to the Department of Public Instruction (DPI) via the LEA Budgeting and Amendment System (LBAAS).
• Collaborate with grant managers to monitor and prepare reports of grant expenditures.
• Assist the Director of Title I with assignment changes in Oracle.
• Maintain a database for federally funded positions to ensure positions are within allotted funds.
• Respond to the training needs of schools with federal budget preparation, analysis, and clarification of financial data.
• Attend and participate in meetings with human resource personnel related to the allocation of school personnel positions.
• Prepare various other analyses and reports as requested by the Director of Title I.
• Keep financial records and reports.
• Maintain a variety of records, spreadsheets, notebooks, and files to support the department's budgeting and accounting system.
• Prepare spreadsheets and maintain files of school positions allotted.
• Other duties as assigned.
Knowledge, Skills, and Abilities
• Thorough knowledge of bookkeeping practices and methods and generally accepted accounting principles.
• Ability to follow established policies and procedures.
• Ability to operate a variety of office machines such as a computer, fax, copier, calculator, and others required for the position.
• Proficient in using the AS400 program
• Proficient in Excel and Microsoft Word.
• Ability to exercise good judgment in analyzing and solving problems and performing financial projects.
• Ability to meet deadlines and work under pressure.
• Ability to establish and maintain effective professional working relationships with co-workers, supervisors, departmental and school managers, employees, and the general public.
• Ability to communicate effectively in oral and written forms.
Desirable Education and Experience:
• Completion of an Associate Degree in accounting from a community college and four years of experience in accounting or fiscal operation in an automated environment; or an equivalent combination of education and experience.
• Bachelor's degree in accounting or related business field preferred.
• Considerable knowledge of accounting and fiscal practices and procedures.
This Position Reports Directly To: Director of Title One
Classification: Non-exempt
Salary: Entry level (grade 61, step 00)
Disclaimer
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees for this job.
If offered a position, the prospective employee must pass a required health exam, criminal records check, and drug test.
Date Posted: 15 January 2025
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