Accounting and Benefits Coordinator
Description
JOB TITLE: Accounting & Benefits Coordinator
REPORTS TO: Business Manager
STATUS: Full Time, 40 hours/week; 12 month contract
BASIC FUNCTION: To support the Administration and the goals of the District in a professional manner that provides a positive environment for students, staff and general public. To assist the Business Manager in a manner to provide the best possible functioning Business Office.
EVALUATION: The Business Manager evaluates based on job performance.
JOB SPECIFICATIONS/QUALIFICATIONS:
Community College/Business training or related experience in school finance preferred.
School Business Official (SBO) license required.
Ability to take instructions, direct and interact positively with others.
Demonstrates proficiency in the use of:
General office equipment
Computers (PC’s)
Word processing and spreadsheet software.
Demonstrates aptitude to learn advanced technology.
Maintains professional growth through organizations, workshops, seminars and/or related professional reading.
Strong communication and organization skills, and ability to interact effectively with faculty, staff, students, and community.
Organizational and management skills needed to effectively assist with multiple projects at the same time. Ability to prioritize, organize, and have excellent attention to detail.
Maintain a positive attitude and flexibility in daily work tasks.
Ability to maintain confidentiality in all aspects of the job.
GENERAL RESPONSIBILITIES:
Demonstrate organization and professionalism in fulfilling the responsibilities of the position.
Maintain a “service orientation” and treat all students, parents, staff, and visitors with professional courtesy.
Demonstrate a positive attitude toward school, students and job while communicating the same to the community.
Contribute as a collaborative member of the District Office Team.
Attend professional learning opportunities as needed to stay current with state and federal regulations and requirements.
Maintain professionalism and confidentiality with student and personnel records and school operations.
ESSENTIAL FUNCTIONS:
Assist Business Manager in preparation of the year-end annual report, journal entries and audit preparation.
Act as SBO in limited capacity and in the absence of the Business Manager.
Establish and maintain manual of business office policies and procedures for the District.
Reconcile bank statements.
Maintain and prepare documentation of Board approved district fundraisers, including necessary audit reporting and adjustments.
Maintain district Activity Fund management.
Maintain district Nutrition Fund management to include negative balance management and nutrition sales calculations in partnership with the Food Service Director.
Post monthly food service sales.
Assign student textbooks, preschool and transportation fees and send out monthly emails for outstanding balances
Monitor and prepare documents for the purchase card program and the amazon business account.
Assist with performing month-end, fiscal, and calendar year-end finance system processing; print and distribute ledgers and monthly reports.
Maintain special education contracts.
Maintain and prepare billing documents for Non Public Transportation, Open Enrollment, Special Education tuition and Supplementary Weighting for Business Manager review
Pull weekly medicaid reports, allocate funds to proper accounts, reconcile monthly invoices.
Contact vendors regarding outstanding checks and either reissue or report the unclaimed property to the State of residence.
Review, Process and maintain Federal Grant letters, documentation, and reporting.
Process and maintain employee benefits system for enrollment, staff training/education in partnership with employee benefits providers.
Other duties assigned
PHYSICAL REQUIREMENTS:
Able to answer and communicate over the telephone in a clear, precise voice.
Able to write and record reports utilizing basic computer functions.
Able to sit, reach, carry, push, bend body at waist, bend both knees, twist, and stoop while handling items.
Able to read and interpret policies, procedures and employee handbook.
Occasionally lift up to 50 pounds using proper lifting techniques.
WORKING CONDITIONS:
Primary work setting is the District Administration Office but duties at times may require working within the various attendance centers in the district.
May be required to drive school vehicles to carry out the responsibilities of the position.
May be required to work additional hours as required during certain times of the year.
The Marion Independent School District is an EEO/AA employer.
Inquiries by employees or applicants for employment regarding compliance with equal employment opportunity and affirmative action laws and policies, including but not limited to complaints of discrimination, may also be directed in writing to the Equal Employment Opportunity Commissions, Milwaukee Area Office, Reuss Federal Plaza, 310 West Wisconsin Ave., Suite 800, Milwaukee, WI., 53203-2292, (800) 669-4000 or TTY (800) 669-6820. or the Iowa Civil Rights Commission, 400 E. 14th Street, Des Moines, Iowa, 50319-1004, (515) 281-4121 or 1-800-457-4416, . This inquiry or complaint to the federal office may be done instead of, or in addition to, an inquiry or complaint at the local level.
Further information and copies of the procedures for filing a complaint are available in the school district's central administrative office and the administrative office in each attendance center.