Specialist

JOB DESCRIPTION

Job Title

Specialist, Finance Department

Evaluation Type

Non-Exempt

Department

Finance

Pay Grade

P7

FLSA

Non-Exempt

Date Revised

April 2025

Supervisor

Director of Finance

BASIC FUNCTION & RESPONSIBILITY: Provide support to the Finance Department in regards to Vendors, Purchasing Card Program, Travel, and Payment Processing.

QUALIFICATIONS:

Education/Certification:

• High school diploma or equivalent

Special Knowledge/Skills/Abilities:

• Knowledge of accounting policies and procedures related to the assigned department
• Knowledge of budgeting principles and practices
• Knowledge of the District's accounting policies and procedures
• Knowledge of accounting programs
• Skill in the use of accounting software
• Skill in operating standard computer and software applications, including but not limited to electronic mail, word processing, spreadsheets, databases, and presentations
• Skill in providing advice and counsel to administrators or supervisors
• Skill in researching and analyzing data and reports
• Skill in maintaining and reconciling accounting and financial records
• Skill in making verbal and written presentations
• Ability to organize and prioritize work responsibilities

Experience:

• Four (4) years of related experience

CHARACTERISTIC DUTIES & RESPONSIBILITIES: The essential functions, pursuant to the Americans with Disabilities Act, may include the characteristic duties, responsibilities, knowledge, skills, and abilities noted herein; however, this is not a comprehensive listing of all functions and tasks performed by positions found in this job description.

Support of Administrative, Fiscal and/or Facilities Functions:

• Review and approve all Check Requests in Skyward and work with end users.
• Monthly Reporting on Check Requests.
• Implement and manager Employee Reimbursement module in Skyward for all District employees.
• Import Credit Card transactions from Citibank into Skyward.
• Review all credit card charges submitted in Skyward to ensure proper coding, receipts attached and clear explanations.
• Collaborate on P-Card process with other members of the District.
• Reconcile Citibank Statement charges to Skyward and provide to AP for timely payment.
• Review of Transportation invoices for Base Billing, Excess Charges, and Field Trips; enter receiving records and submit invoices to AP to ensure timely payments.
• Review of Food Service monthly invoices, update PO, enter receiving records and submit invoice to AP for timely payments.
• Review Utility invoices, track monthly on Spreadsheet, receive in Skyward accordingly and submit invoices to AP for timely payments.
• Create online payment items in all Vanco platforms.
• Review Scholarship accounts and work with Accounts Payable to process timely payments to Universities.
• Maintain Finance Forms on website and within Google Forms.
• Keep records up to date.
• Prepare correspondence using a personal computer.
• Receive incoming calls, answer questions, and direct calls to the proper party.
• Keep informed of and comply with state and district policies and regulations concerning primary job functions.
• Provide assistance to campuses/departments as requested.

Organization Improvement:

• Work collaboratively to improve programs.

Professional Growth and Development:

• Participate in professional development that increases effectiveness and improves District performance

School/Community Relations:

• Interact positively with employees and the community to provide needed information and to promote the District in a favorable manner.

Organization Morale:

• Participate in team building activities and the decision-making process as appropriate.
• Communicate and collaborate with campus/department staff to enhance service delivery and customer satisfaction.

Other Responsibilities:

• Comply with policies established by federal and state law, including but not limited to State Board of Education and local Board policy.
• Perform other job-related duties as assigned.

SUPERVISION EXERCISED: None

MENTAL DEMANDS/PHYSICAL DEMANDS/ENVIRONMENTAL FACTORS:

• Tools/Equipment Used: Standard office equipment including personal computer and peripherals
• Posture: Prolonged sitting; occasional bending/stooping, pushing/pulling, and twisting
• Motion: Repetitive hand motions including frequent keyboarding and use of mouse; occasional reaching
• Lifting: Occasional light lifting and carrying (less than 15 pounds)
• Environment: May work prolonged or irregular hours; frequent district wide travel; occasional statewide travel and out-of-state travel
• Mental Demands: Work with frequent interruptions, maintain emotional control under stress