Primary Purpose:

Assists in preparation of the district’s proposed budget while considering changes in state law, long range planning, program initiatives and growth.

Qualifications:

Education/Certification:

Bachelor degree in Accounting, CPA preferred

Special Knowledge/Skills:

Knowledge of basic accounting procedures

Advanced technical knowledge of school finance, budgeting, accounting systems, and economics

Working knowledge of financial applications and accounting

Ability to use personal computer and software to develop spreadsheets, perform data analysis, and word processing using Skyward, Excel, Word and PowerPoint

Excellent organizational, communications and interpersonal skills

Experience:

Three years of accounting experience with a high level of responsibility.

Two years of experience in school business and finance with a focus on budgets preferred.

Major Responsibilities and Duties:

Accounting:

1. 
   Assist in the preparation of proposed budget for adoption by the Board.
2. Calculation of State Funding for budget projections including the following:
3. Student enrollment for all programs
4. Staffing requirements for new facilities
5. Changes in property values
6. Proposed tax rates

2. Works with district personnel to project student enrollments, staffing requirements, program budgets, and facility and energy needs.
3. Works with the Budget Committee in reviewing and recommending budget requests from various campuses and departments for the proposed budget.
4. Preparation of district level budgets including Payroll and Debt Service.
5. Assists the preparation of the long range budget planning for the following activities:
6. Opening new facilities
7. Replacement of furniture, fixtures and equipment
8. Capitol Improvement
9. Recommends cost-effective practices throughout the district.
10. Maintains the budget process through the use of appropriate software.
11. Ensures district budget supports the strategic plan, mission statement, and board goals.
12. Evaluates the budget projections and expenditures based on benchmarks.
13. Monitors current year budget status for both revenue and expenditure accounts.
14. Reviews and approves annual budget information for the Public Education Information Management System (PEIMS) submissions to TEA
15. Works with various campuses and departments to submit budgets electronically through the appropriate software.
16. Classify, record and summarize numerical and financial data to compile and maintain financial records according to governmental accounting principles and district procedures.
17. Prepare income statements, balance sheets, consolidated statements, and other statements and reports.
18. Monitor and reconcile expenditures with budget availability.
19. Set up and maintain account controls, logs, and files.
20. Perform cost accounting activities, bank reconciliations, or accounting for grant expenditures.
21. Review and verify accuracy of journal entries, accounting method, and procedures.

Administration
19. Follow district safety protocols and emergency procedures.

Records and Reports

20.Prepare timely audit schedules and financial statements according to federal, state, and GASB standards.

21. Compile, maintain, and file all reports, records, and other documents required, including auditable records and financial statements.

Other

Assign work to accounting clerk and other employees engaged in accounting activities.

Supervisory Responsibilities:

None.

Equipment Used:

Copier, calculator, computer, typewriter, and printer

Mental Demands/Physical Demands/Environmental Factors:

Prolonged sitting; occasional bending/stooping, pushing/pulling, and twisting

Repetitive hand motions including frequent keyboarding and use of mouse; occasional reaching

Occasional light lifting and carrying up to 50 pounds

May work prolonged or irregular hours

Ability to communicate effectively (verbal and written); interprets policy, procedures and date; coordinates district functions; maintains emotional control under stress

Work with frequent interruptions; maintain emotional control under stress.

Flexibility with working schedule demands such as staying for evening Board Meetings and occasional Saturdays; frequent district-wide and occasional statewide travel.

The foregoing statements describe the general purpose and responsibilities assigned to this job and are not an exhaustive list of all responsibilities and duties that may be assigned or skills that may be required.