Job Title: Finance Assistant
| Reports to: | Manager, Accounting |
| Job Group: | School-Related Personnel |
| FLSA: | Non-Exempt |
| Job Code: | 6305 |
| Salary Schedule: | PG01 |
JOB GOAL
Responsible for providing routine support for the department in one or more areas, including general accounting, accounting related to grants or capital projects, budget, accounts payable and/or payroll; and providing customer service to district and school employees.
ESSENTIAL DUTIES & RESPONSIBILITIES
- Perform various accounting and data-entry activities related to general accounting, accounts payable, grants, capital projects, property control and budget, in accordance with established principles and procedures while maintaining confidentiality.
- Prepare journal entries and maintain applicable ledgers, including various project ledgers.
- Perform clerical and record keeping tasks, including but not limited to, filing, copying, answering phones, and sorting mail.
- Collect, input, and review related finance and/or accounting records, and compile simple reports.
- Maintain required documentation for various accounting and finance activities, including operational procedures.
- Provide customer service to school and district employees as needed; investigate, document, and respond to routine inquiries; and clarify policies and procedures.
- Create and maintain a filing system for various program documents.
- Assist with problem resolution and strategies in functional area.
- Perform additional duties specific to area(s) of assignment:
- Prepare and reconcile bank deposits.
- Process credit card payments
- Prepare receivable invoices and statements.
- Prepare budget amendments as needed to balance grant and/or other funds.
- Perform activities related to accounts payable, including auditing documentation and preparing vouchers for payment; entering data for vendor payments into computer system; and monitoring travel.
- Process stipends and additional payment requests.
- Review P-Card transactions.
- Organize assigned activities and internal collaboration to meet deadlines.
- Provide backup within the department as needed.
- Perform other duties as assigned.
MINIMUM REQUIREMENTS
KNOWLEDGE, SKILLS & ABILITIES
- Knowledge of financial procedures, policies, and regulations
- Knowledge of spreadsheets and other financial software programs
- Ability to maintain confidentiality regarding records, information, and District financial documents
- Exhibit effective financial and mathematical computation skills
- Ability to communicate effectively with a variety of audiences, orally and in writing, including electronic media
- Operating 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
EDUCATION, TRAINING & EXPERIENCE
- High School Diploma or General Education Degree (GED) from an accredited institution
- One or more years of experience in Accounting, Bookkeeping, Auditing, or related financial activity position
- OR
- Any equivalent combination of education and experience which provides the required knowledge, skills, and abilities to perform the essential duties and responsibilities of the position
CERTIFICATES, LICENSES & REGISTRATIONS
None
PREFERRED QUALIFICATIONS
- Associate Degree in Accounting, Business, or related field from an accredited institution
- Two or more years of previous experience in government accounting or similar position
- Advanced Microsoft Excel and Office skills
SUPERVISORY RESPONSIBILITY
None
PHYSICAL REQUIREMENTS
Light Work: Exerting up to 20 pounds of force occasionally and/or up to 10 pounds of force frequently. If the use of arm and/or leg controls require exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated as light work.
PHYSICAL ACTIVITY
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.While performing the duties of this job, the employee is required to sit, talk and hear; stand and walk; use hands/fingers to handle, or feel; reach with hands and arms. Specific vision ability required by this job includes close vision, distance vision, and the ability to adjust focus.
WORKING CONDITIONS
Indoors and Outdoors: The worker is subject to both environmental conditions. Activities occur inside and outside.
MACHINES, TOOLS, EQUIPMENT
General office equipment, including personal computers, fax machines, copiers, telephones, etc.
TERMS OF EMPLOYMENT
Salary and benefits shall be paid consistent with the District’s approved compensation plan. Length of the work year and hours of employment shall be established by the District.
Performance of the job will be evaluated in accordance with provisions of the School Board’s policy on evaluation of personnel.
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Pasco County Schools will provide reasonable accommodations to qualified individuals with disabilities to allow them to perform the essential functions of the job when such individuals request an accommodation.
