Hybrid Financial Technician chez Bethel School District 403

THIS POSITION IS FOR 8 HOURS PER DAY AT 260 DAYS PER YEAR.

PAY FOR THIS POSITION: PSE Salary Schedule level 8- $ 27.99

GENERAL SUMMARY
Performs finance related duties Including the preparation and maintenance of accounting records, coordinating fixed asset inventory processes, processing accounts payables and receivables, prepares and processes timesheets and other payroll data, conducting cash receipting tasks, preparing and processing purchasing transactions, preparing and analyzing records and reports to assure accuracy and completeness, preparing a variety of reports and Information for distribution to other personnel.
 
                                                                                                                                                           
ESSENTIAL FUNCTIONS
Depending upon the individual assignment, the Financial Technician may perform all or a combination of the following:
 

1. Prepares and processes invoices for payment, conducts invoice to purchase order reconciliation.  Also, processes non-purchase order payment systems, such as travel, utilities, revolving fund, reimbursements, purchasing and travel cards and other district claims.  Audits voucher payments, account numbers and other accounting transactions for accuracy and validity. Call schools and departments regarding questions and discrepancies ensuring proper documentation is maintained for audit purposes. Generates warrants for distribution.

2. Identify and troubleshoot technical issues related to financial software systems.  Collaboratively research and assist in the implementation of system updates.  Provide support and training assistance to district users on financial procedures and processes.                         

3. Prepares a variety of financial, accounting and budgetary reports for submission to supervisor, and other district personnel and various state of local agencies and board.  Accumulate data and prepare narrative explanations as assigned using spreadsheet, database, and word processing software.

4. Prepares, commits and reconciles receipts, journal entries, invoices, and requisitions.  Prepares and maintains accounts receivable records to balance vendor’s accounts to include billings, adjustments and receipts.

5. Receipts all incoming checks and cash and prepares daily bank deposits.  Reconciles bank deposits to accounts receivable software system.  Prepares transmittal to the county treasurer of cash receipts for Investment purposes.

6. Calculates and processes grant claims as assigned.

7. Processes purchase orders verifying accuracy of account codes, tax, shipping, and vendor number.   Reviews purchase requests.  Distributes documents necessary.

8. Maintain appropriate fixed asset records in accordance with district policy and state and federal regulations.  Coordinates surplus pick-up and disposal process.

9. Prepares entries for payment and special issue (manual) warrants.  Prepares and processes timesheets and other payroll data.

10. Provides a variety of clerical assistance including correspondence, travel arrangements, filling, routine mail, ordering supplies, and scheduling meetings.

11. Operates a computer and a variety of financial software packages, such as electronic cash register system,  word processing, spreadsheets, financial database system, fixed assets system, and purchasing card system.

12. Demonstrates effective customer service skills when answering questions from district staff, vendors or customers concerning payables, payroll, receivables, purchasing, fixed assets and other accounting transactions.  Promotes positive public relations through Interpersonal skills, effective problem resolution regarding payments, Invoices, deposits, and purchasing.

13. Prioritizes workload with other team members, to meet established deadlines.

14. Performs a variety of financial support functions.   Assistants with completion of special projects as deemed necessary for the operation of the Business Office.

15. Provides a variety of backup and peak load assistance for the Business Office.

16. May serve on various district committees and/or department teams.  Models appropriate and cooperative behavior, including protecting confidential information, consistent with district ethical guidelines.

17. Performs related duties consistent with the scope and intent of this position.

 
                                                                                                                                                           
REPORTING RELATIONSHIPS
Reports to Director of Budget with daily guidance provided by Accounting Manager.
                                                                                                                                                           
MENTAL DEMANDS
Required to meet inflexible deadlines, adapt to shifting priorities and frequent interruptions, and re-channel work effort. Requires concentration and attention to detail. May be required to meet strict monthly reporting deadlines. May occasionally deal with distraught or difficult individuals.
                                                                                                                                                           
PHYSICAL DEMANDS
Exposed to visual display terminal for prolonged periods, required to sit for long periods. Required to perform repetitive tasks continuously; dexterity and precision required in operating a computer. Occasionally required to lift, move or carry heavy boxes or equipment.
 
 
                                                                                                                                                           
MINIMUM QUALIFICATIONS
 
            Education and Experience
            Education, training, skills, and experience necessary to carry out the assignment, and two (2) years of increasingly responsible experience in accounts payable or                        accounting. Associate’s Degree in accounting or a related field preferred.
 
            Allowable Substitutions
            Alternatives to the above qualifications that the district may find appropriate and acceptable.
           
            Required Knowledge, Skills and Abilities
            Ability to read, write, and communicate effectively with students, staff, and the public. Skills in data processing operations, keyboarding and accurate data entry.                            Knowledge of database operations.  Ability to learn various financial software systems.  Problem solving skills in working with financial applications and                                          processes.  Skill in providing technical advise and instructions to non-technical staff. Ability to learn district practices, policies and procedures and apply them with good                judgment. communication and customer service skills.  Skill and accuracy in mathematical calculations.  Ability to maintain detailed accounting records and                                  spreadsheets.  Skill and accuracy in ten key operations by touch.  Knowledge of safety and security procedures for handling money.  Ability to organize and prioritize                    work and meet deadlines.   Ability to be flexible and work effectively under pressure.  Skill in detecting errors and verifying data.  Knowledge of governmental accounting              terminology. rules, regulations, and procedures.  Ability to establish and maintain effective working relationships with a diverse group of people.
 

           Licenses/Special Requirements
            Requires fingerprinting and background check to determine that there have been no convictions involving physical molestation, abuse, injury or neglect of a minor. Must              complete training in and adhere to district infection control plan. Valid Washington State driver’s license to travel between school sites and a good driving record.


PSE UNIT AFFILIATION
Secretarial/Clerical

WAGES AND BENEFITS
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Salaries/Wages
Insurance
Retirement Plans
Paid Time Off or Vacation
Paid Holidays
Other Compensation

Non-Discrimination Policy

Bethel School District does not discriminate in any programs or activities on the basis of sex, race, creed, religion, color, national origin, age, veteran or military status, sexual orientation, gender expression or identity, disability, or the use of a trained dog guide or service animal and provides equal access to the Boy Scouts and other designated youth groups. The following employees have been designated to handle questions and complaints of alleged discrimination: Civil Rights Compliance / Gender-Inclusive Schools Coordinator, Debbie Carlman, [email protected], 253.800.2019; Title IX Coordinator, Mel Boyd, [email protected], 253.800.2029; and 504 Coordinator, Melissa Munson-Merritt, [email protected], 253.800.2301.  All individuals may be reached at this address: 516 176th Street East, Spanaway, WA 98387. 

Title IX inquiries may also be directed toward the U.S. Department of Education, Office for Civil Rights (OCR): https://www2.ed.gov/about/offices/list/ocr/index.html.  Information about the nondiscrimination and sex-based discrimination policies and grievance procedures, and how to report a concern or complaint: bethelsd.org.