Technician: Accounting School

Title Code:

Technician: Accounting School

JOB SUMMARY

Performs advanced technical level work that involves responsibility for the daily operation of the school activity funds accounting section; training of school-based staff and giving technical assistance concerning proper record keeping policies and procedures. The nature of work requires on-going communication with school-based staff that includes the preparation and distribution of directives and general information memos. The majority of work is done independently.

ESSENTIAL DUTIES/RESPONSIBILITIES

• Visits schools and render assistance in maintaining, reconciling and balancing the school financial records.

• Assists in planning and conducting training workshops for both new and current school-based staff for the purpose of reviewing, discussing, and clarifying proper Funds management policies and procedures; advises the school-based staff of changes, revisions and/or new Board policies, Administrative Regulations and proper implementation of same.

• Trains new school-based Finance Secretaries. When requested, give guidance to current school-based staff on proper School Activity Fund Accounting policies and procedures.

• Assists in maintenance of the School Activity Fund Accounting manual and with the utilization of computer-based school accounting systems.

• Maintains a file of individual school financial activity on a monthly basis by fiscal year.

• Assists in compiling and summarizing data for the annual School Activity Fund Financial Statements Report.

• Compares school monthly financial reports to monthly Account Transaction Ledger/reconciliation; verifying accuracy of amounts, calculations, and posting of all transactions. Take necessary action to correct any discrepancies. Checks the clerical accuracy of monthly school financial reports and accounting records.

• Assembles and distributes directives and general information memos to school-based personnel.

• Receives and maintains records related to the Activity Funds Master Bank Account. Distributes appropriate bank items to respective schools. Such as: Returned check items. Responds to requests from schools for bank items. Such as: Cleared/paid check images.

• Maintains good working relations with school-based personnel.

• Performs other related duties as assigned within the same classification or lower.

MINIMUM QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

• Associate's Degree in applicable field of education from a regionally accredited college or university required;

• Or an equivalent combination of education and experience which provides the required knowledge, skills, and abilities deemed sufficient to prepare the applicant to successfully perform the duties of the position.

Experience

• Three (3) years recent progressively responsible office bookkeeping or clerical accounting experience required;

• Or an equivalent combination of education and experience which provides the required knowledge, skills, and abilities deemed sufficient to prepare the applicant to successfully perform the duties of the position.

Knowledge, Skills, Abilities and Other Characteristics

• Ability to cooperate and work with team members; and to deal tactfully and effectively with all Board Personnel.

• Ability to maintain confidentiality with respect to those matters necessitating same.

• Ability to exercise initiative and good judgment in the timely execution of assigned responsibilities.

• Ability to operate various office equipment such as calculators, copier, fax, printer, etc.

• Demonstrated ability to effectively work and communicate with diverse populations.

• Demonstrated proficiency with business software (e.g. Video/Web Conferencing, Microsoft Office Suite-Word, Excel, Outlook and/or PowerPoint preferred). For new permanent secretarial/clerical/technician hires, a minimum score on a pre-employment assessment is required.

Licenses and Certifications

Employee must retain active licenses, certifications, and enrollment as a condition of employment.

• N/A

Driving Requirements

• Driving is required to conduct bona fide Board business that is within the scope of employment in this position.

CAREER LADDER REQUIREMENTS

Qualification Requirements for Employment in Higher Grade as a New Hire or Transfer requires:

• Two (2) additional years continuous successful experience required.

• Achievement of Professional Certification or Certificate in Business or Accounting, or Completion of coursework or workshops leading towards professional certification, as determined by the supervisor required.

Eligibility for Consideration for Advancement from Lower Grade to Higher Grade requires:

• Two (2) years continuous successful experience in the position at the Lower Grade level.

• Mastery of all responsibilities and duties of the position.

• Achievement of Professional Certification, License or evidence of course completion in pursuit of such certification or license, if applicable.

• Evidence of completion of additional training that may be recommended by supervisor and/or participation in approved professional development programs or courses, approved in advance by the supervisor. Successful completion of a minimum of one professional development within the last two years is required. Successful completion of job specific professional developments identified on the job description, performance evaluations and/or the supervisor's documented recommendation are required.

• Achievement of identified goals as they relate to the needs of the district and as established by the supervisor.

• Consistent maintenance of an effective and orderly work environment.

• Consistent compliance with general office procedures such as standards contained in the AACPS Employee Handbook; demonstration of discretion and excellent customer service; regular and punctual attendance; and building dress code, including wearing AACPS ID badge.

• Above Satisfactory overall job performance for the two most recent consecutive years of Performance Ratings.

• Letter of Recommendation written by the supervisor.

Additional Requirements for Advancement from Lower Grade to Higher Grade requires:

• Achievement of Professional Certification or Certificate in Business or Accounting, or Completion of coursework or workshops leading towards professional certification, as determined by the supervisor required.

LEADERSHIP ROLE

• N/A

PHYSICAL DEMANDS/WORKING CONDITIONS

The physical demands and working conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands

• Standing: under 1/3 percent of the time

• Walking: under 1/3 percent of the time

• Sitting: over 2/3 percent of the time

• Keyboarding: over 2/3 percent of the time

• Talking: under 1/3 percent of the time

• Hearing: under 1/3 percent of the time

• Driving: under 1/3 percent of the time

• As required by the duties and responsibilities of the position.

Vision

The vision demands with correction described here are representative of those that must be met to successfully perform the essential functions of this job.

• Close vision (clear vision at 20 inches or less)

Work Environment

Location

• Office, school or similar indoor environment: over 2/3 percent of the time

Noise Level

• Moderate: under 1/3 percent of the time

Weight & Force

Lifting and carrying requirements

• Up to 20 pounds: under 1/3 percent of the time

Travel Requirements

• 10% weekly day travel within the county to conduct school visits.

JOB INFORMATION

Approved Date: 8/1/2023 Established Date: 11/1/1989 Title Code: F53934 Title: TECHNICIAN: ACCOUNTING SCHOOL Reports to Generic: Supervisor Reports to Specific: SUPERVISOR: FINANCE

ORGANIZATION

Division: Financial Operations Business Unit: Finance Department: Negotiated Agreement: Secretaries and Assistants Association of Anne Arundel County (SAAAAC)

HR JOB INFORMATION

Unit: IV Days Worked: 260 FLSA Exemption Status: Non-Exempt Grade: SG11;SG12 Click HERE to view salary scale. Scroll down to locate (Unit 4 - SAAAAC). Essential Job: Months Worked: 12 Hours Worked: 7 Job Family: Administrative and Office Support Sub-Function: Technical-Clerical Support

VR# 23437