Accounting-Budgeting Clerk III

Houston Independent School District Houston , TX 77020

Posted 3 weeks ago

Attachment(s):

  • Administrative Assistant II-AD0505, AD0502, AD0501, AD050H

POSITION TITLE: Administrative Assistant II

CONTRACT LENGTH: Varies

JOB CODE: AD0505, AD0502, AD0501, AD050H

PAY GRADE: 22

FLSA EXEMPTION STATUS: NE

Job Family - Administration

JOB SUMMARY: Under general supervision, performs standard and some advanced secretarial and/or administrative duties, as well as independent project assignments, usually for a manager/senior manager. Position requires knowledge of practices and procedures of the department and district policy and procedures.

MAJOR DUTIES & RESPONSIBILITIES

List most important duties first

  • Drafts and prepares correspondence to include letters, memos, and matrices for display of statistical reports, forms, and minutes of meetings. Creates and maintains databases.

    Utilizes PeopleSoft or SAP for various reporting activities, requisitions, or work orders. Assignments may involve research of historical data or information.

  • Processes communications for district wide dissemination. Assembles and monitors all files, records, calendar of appointments, and other related events.

  • Processes payroll documents for status and salary changes, and resolves payroll/work history discrepancies.

  • Coordinates with other administrative staff. May have work leadership of one or more employees.

  • Answers phones, records messages, assists callers or re-directs inquiries to the appropriate individual or department.

    Schedules appointments for department management and staff.

  • Performs other job-related duties as assigned.

EDUCATION: High School Diploma or GED

WORK EXPERIENCE: 1 to 3 years

TYPE OF SKILL AND/OR REQUIRED LICENSING/CERTIFICATION: PeopleSoft, SAP, HTML, Microsoft Office, CAD, Chancery Office equipment (e.g., computer, copier)

LEADERSHIP RESPONSIBILITIES: No supervisory or direct people management responsibilities. May provide occasional work guidance, technical advice and training to staff.

WORK COMPLEXITY/INDEPENDENT JUDGMENT: Work involves the application of moderately complex procedures and tasks that are quite varied.

Independent judgment is often required to select and apply the most appropriate of available resources. Ongoing supervision is provided on an "as needed" basis.

BUDGET AUTHORITY: No budget development activity is required.

PROBLEM SOLVING: Decisions are made on routine matters affecting few individuals and usually within the confines of the job's own department.

Specific job activities and results are typically reviewed closely. There are limited requirements for developing new ideas or changes in methods, procedures or services.

IMPACT OF DECISIONS: Follows rules and procedures.

Decisions can have minimal or no impact to HISD. Errors can be readily detected, usually by the employee, and, if made, would result in minor expense for correction.

COMMUNICATION/INTERACTIONS: Information sharing - gives and receives information such as options, technical direction, instructions and reporting results. Interactions are mostly with customers, own supervisor and coworkers in own and other departments.

CUSTOMER RELATIONSHIPS: Takes routine or required customer actions to meet customer needs.

Responds promptly and accurately to customer complaints, inquiries and requests for information and coordinates appropriate follow-up. May handle escalated issues passed on from coworkers or subordinates.

WORKING/ENVIRONMENTAL CONDITIONS: Work is normally performed in a typical interior work environment which does not subject the employee to any hazardous or unpleasant elements. Ability to carry and/or lift less than 15 pounds.



icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Finance Manager / Accounting Clerk

Momentum Fitness Solutions

Posted 5 days ago

VIEW JOBS 4/13/2019 12:00:00 AM 2019-07-12T00:00 <p>Are you driven, hardworking, and always willing to go the extra mile to get things done correctly the first time?</p><p><br></p><p>Do you have a strong finance and accounting background with an impeccable eye for detail?</p><p><br></p><p>Are you a responsible, dependable, go-getter who desires more professional control and growth within your position and career?</p><p><br></p><p>Momentum Fitness Solutions has a team of passionate, high-energy leaders and managers that constantly challenge the company to pursue new opportunities and to surpass its goals. We are an independently owned and operated commercial fitness equipment distributor that has been in business for over 10 years. We are currently gearing up for major growth/expansion over the upcoming year and are seeking dynamic, driven, like-minded individuals to join our committed team.</p><p><br></p><p>This is a position with incredible room for growth, however will require a lot of hard work and true dedication to make it a successful one. It requires a flexible person who can roll up their sleeves, jump in and take full ownership of the department. The position will require someone who can address and resolve a few long term issues while creating and updating the procedures and systems to prepare for future growth. This will be a challenge with an amazing opportunity for anyone who has been seeking a position with more input and control. This is a unique opportunity to be involved in the creation of a department and to help shape its future policies and procedures.</p><p><br></p><p>This is not a “9 to 5 - do as little as possible - collect a check”, type of job. We are driven as a team. We have serious goals and objectives. We are seeking a Unicorn, not because we want one person who can do it all, but because we are building a team full of Unicorns.</p><p><br></p><p>If you are this Unicorn, we would love to receive your resume and cover letter letting us know why you are the perfect fit for this role (see job description below) and your salary expectations. Come join a team where opportunity and growth are the mission.</p><p><br></p><p><strong>Position Description</strong><strong>:</strong></p><p>Responsible for Finance Department duties primarily in A/P, A/R, general ledger and financial reporting to ensure effective and accurate financial and administrative operations. Executes Insurance and Payroll duties of company.</p><p>The position leads the planning, coordination, and audit of our financial affairs to ensure our financial statements comply with generally accepted accounting principles. The position prepares and analyzes annual budgets, as well as monthly financial statements and related variance reports (with supporting schedules) for the owner. The position regularly reviews and recommends operating plan, policy and procedure changes to strengthen fiscal controls and accounting practices. The position helps establish and implement short-term and long-range goals, growth initiatives and objectives.</p><p><br></p><p><strong>Duties &amp; Responsibilities:<br></strong></p><p>Responsible for full cycle accounts payable, accounts receivable, month end closing, accurate journal entries and assisting with the preparation of monthly financials; balance all bank accounts and process month end closing. Periodic communication with company accountant as needed.</p><ul> <li>Perform financial forecasting, annual budgets, reporting, and operational metrics tracking, such as backlog, headcount, capital expenditures, accounts receivable, accounts payable, savings planning, working capital, etc.</li> <li>Handles company deposits and downloads electronic payments</li> <li>Daily cash flow management of all company bank accounts - oversee daily transactions.</li> <li>Download and import all Accounts Payable, Accounts Receivable and Invoices and provide resolution to all A/R and A/P requests.</li> <li>Monitor and process inventory and cost of goods sold accounts payable matching receivers and purchase orders to invoices.</li> <li>Develops system to account for financial transactions by managing and monitoring our chart of accounts; defining bookkeeping policies and procedures.</li> <li>Responsible for tracking mileage, updating insurance coverage and ensuring compliance, registrations and loan payments and maturity dates for all company vehicles.</li> <li>Create reporting suites that enable insights for Finance and Business team and drive proactive P &amp; L management - Support the business transformation metrics and tracking; tie to P &amp; L results</li> <li>Recognize invoicing work order errors and discrepancies - resolve any issues before correctly entering data in the system for proper account management.</li> <li>Evaluate financial performance by comparing and analyzing actual results with plans and forecasts - provide analysis of trends and forecasts and recommend actions for optimization.</li> <li>Identify and drive process improvements, including the creation of standard and ad-hoc reports.</li> <li>Analyzing monthly spending versus budget &amp; develop new forecast to maintain cost control &amp; effective budget utilization and Identifies non-value added processes within the department and seeks solutions.</li> <li>Updating financial model for recent changes, new agreements, new assumptions and/or changes in business requirements.</li> <li>Develop, analyze, and interpret statistical and accounting information to review operating results in terms of profitability, performance against budget, and other fiscal soundness matters bearing on the operating effectiveness of the company.</li> <li>Maintain a master regulatory and compliance calendar for the company.</li> <li>Processing monthly Texas State Sales Tax, 940/941 payments and reporting.</li> <li>Manage Insurance including many customer compliance clearing housing/portals. We handle many COI’s for all customers.</li> <li>Payroll processing via QuickBooks and a separate time clock system.</li> </ul><br><p><strong>Requirements</strong></p><p><strong>Education &amp; Experience: </strong></p><ul> <li>Expertise in QuickBooks and Excel Required.</li> <li>Finance, Business or Accounting degree required, or an equivalent combination of education and experience (5+ years) sufficient to successfully perform the essential functions of the job.</li> <li>Knowledge of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles.</li> <li>Knowledge of federal and state financial regulations.</li> <li>Ability to analyze financial data and prepare financial reports, statements and projections.</li> <li>Working knowledge of short and long-term budgeting and forecasting, rolling budgets, and business-line profitability analysis.</li> <li>Work requires professional executive-level written and verbal communication and interpersonal skills.</li> </ul><p><strong>Additional Skills Required: </strong></p><ul> <li>Speaks and acts with complete honesty and trustworthiness - Protects organization’s value by keeping information confidential.</li> <li>Ability to maintain high level of accuracy and attention to detail when entering financial data into accounting records and dispatch system.</li> <li>Strong analytical and problem-solving skills with a proactive nature.</li> <li>Able to remain calm and positive while working under pressure and with different personality types.</li> <li>Able to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.</li> <li>React positively to change; demonstrate flexibility and adaptability.</li> <li>Able to work in a fast-paced environment.</li> </ul> Momentum Fitness Solutions Houston TX

Accounting-Budgeting Clerk III

Houston Independent School District