Account Clerk - Maint/Ops en Lemon Grove School District

One (1) Position Available

JOB SUMMARY:
Under the direction of the assigned supervisor, performs central accounting duties, including auditing, calculating, posting, invoicing, and related financial record-keeping, in support of the Business Services departments. In addition, the Account Clerk may provide accounting support for General Obligation Bond projects.

JOB RELATIONSHIPS:
Reporting to the assigned supervisor; works with other office and school personnel; may have work relationship with other district staff or community members.

ESSENTIAL FUNCTIONS:

• Opens, verifies, balances, adjusts and audits accounts. Posts, assembles, tabulates and compares financial data, uses various financial databases and spreadsheets. 
• Prepares E-rate forms. 
• Prepares and monitors, budget and expenditure reports. Prepares various financial reports for the management team. 
• Prepares and mails invoices. 
• Prepares requisitions and field contracts. 
• Reviews and tracks invoices for supported departments and compares to approved purchase orders and contracts, prior to submitting for department management approval. 
• Utilizes district ticketing system to track technology purchase requests. 
• Monitors, collects, and records contracts for all sites and departments district wide. Prepares contract ratification report for the Board of Trustees. 
• Update Business Services website areas with publications, forms, and informational and procedural updates. 
• Process travel and conference requests. 
• Monitors, collects, and records accident, legal, and insurance claims against the district. Acts as an intermediary with the JPA. Prepares necessary reports and forms. 
• Collects department timesheets and identifies appropriate funding source. May serve as backup to the Payroll Team, and enter timesheets into system as needed. 
• Reconcile department absences monthly. 
• Process fuel reports monthly. 
• Track construction expenses by project for Maintenance and Operations. 
• Serves as backup for Account Technician, in the event of a long term absence. 
• Perform other duties as assigned.   

KNOWLEDGE OF:

• Fundamental accounting or bookkeeping principals and procedures. 
• Modern office procedures and methods. 
• Use of standard office machines and equipment. 
• Correct English usage, grammar, spelling, punctuation, and vocabulary. Reading and writing English communication skills. 
• Knowledge of the following software applications: Microsoft Word, Excel, PowerPoint, Internet Explorer, Quick Books, Adobe Acrobat, PeopleSoft. 
• Knowledge of Google cloud based software including Sheets, Docs, Slides, Forms, and Drive.

ABILITY TO:

• Operate standard office equipment including desktop computer and related software applications.
• Communicate effectively orally and in writing. 
• Plan and organize work. 
• Establish and maintain cooperative and effective working relationships with others. 
• Meet schedules and timelines. 
• Maintain records. 
• Read, apply and explain rules, regulations, policies and procedures   

EDUCATION AND EXPERIENCE:

High school diploma or equivalent.

Any combination of training, experience and/or education equivalent to two years of recent, full time equivalent paid bookkeeping or accounting experience.

The recent completion of twelve units of college-level accounting training may be substituted for one year of the experience requirement.

LICENSES AND OTHER REQUIREMENTS:

• High school diploma or equivalent. 
• Any combination of training, experience and/or education equivalent to two years of recent, full time equivalent paid bookkeeping or accounting experience. 
• The recent completion of twelve units of college-level accounting training may be substituted for one year of the experience requirement.

WORKING CONDITIONS:
ENVIRONMENT:

• Office environment.
• Constant interruptions.

PHYSICAL DEMANDS:

• Dexterity of hands and fingers to operate a computer keyboard and equipment.
• Hearing and speaking to exchange information in person and on the telephone.
• Seeing to read a variety of materials.
• Sitting for extended periods of time.
• Kneeling, bending at waist and reaching overhead, above the shoulder and horizontally, to retrieve and store files and supplies; lifting light objects.

Board Approved: 6/30/2020