Clerk - Financial/Elementary Cluster presso Katy ISD

Reports To:                           Financial Clerk Coordinator

Duty Days:                            206 Days

Wage/Hour Status:              Non-Exempt

Pay Grade:                            AS03

Date Created:                       02/2025

Qualifications:

College hours, high school diploma, or GED

Proficient typing, word processing, and electronic file maintenance skills

Effective organizational, communication, and interpersonal skills

Accounting or bookkeeping skills preferred

Experience with computer applications including excel

Detail oriented

Primary Purpose:

Provide financial support to campuses which includes serving as the financial clerk for a

minimum of two elementary schools as directed by the financial clerk coordinator.

Major Duties and Responsibilities:

1. Maintain knowledge and compliance with District financial policies to support the financial operations of the campuses.
2. Collaborate with District principals to create annual campus budgets.
3. Monitor campus budgets regularly and submit budget transfers, budget amendments, and journal vouchers, as needed.
4. Provide monthly financial reports to campus principals and sponsors.
5. Enter requisitions in the District financial system using appropriate procurement.
6. Enter receiving documents and submit invoicing for payment.
7. Prepare deposits, deposit logs, and related sales tax reports as necessary.
8. Support online payment processes.
9. Complete campus print shop chargeback reporting.
10. Process expense claims for campus personnel.
11. Other duties as assigned.

Equipment Used:

Personal computer, scanner, printer, copier

Working Conditions:

Work with frequent interruptions. Maintain emotional control under stress. Required travel within the district to campuses. Repetitive hand motions.