Bookkeeper/ Secretary

Montgomery-Public-Schools; Alabama; On-site; USD 45,000 - 65,000; Full time

Job summary

Montgomery Public Schools is seeking an accounting professional to support budget control and financial administration for school funds. This role covers bookkeeping, accounts payable/receivable, general ledger, and related financial functions.

The ideal candidate will have strong double-entry accounting knowledge, attention to detail, and the ability to communicate clearly with staff and stakeholders. Experience with McAleer/NextGen systems is a plus.

Qualifications

• High school diploma or GED; Associate’s degree or higher preferred.
• Comprehensive knowledge of double-entry accounting and bookkeeping.
• Ability to meet suitability criteria under Alabama Child Protection Act.
• Proficiency in oral and written communication.
• Excellent interpersonal and collaboration skills.
• Ability to work independently with accuracy and deadlines.
• Knowledge of computer networks, data entry and bookkeeping procedures.
• Experience with McAleer, NextGen or similar school software.

Responsibilities

• Demonstrates support for the school system and its goals.
• Performs duties in a courteous, professional manner.
• Maintains records of all financial transactions in accordance with GAAP.
• Monitors account balances and ensures expenditures stay within budget.
• Prepares financial statements, income statements, and cost reports.
• Performs accounts payable duties including PO issuance and invoice coding.
• Prepares and submits bank deposits daily.
• Maintains confidentiality and high ethical standards.
• Works collaboratively as part of a team.

Skills

Double-entry accounting

Oral and written communication

Interpersonal skills

Attention to detail

Independent work

Data entry and reporting

Education

High School diploma or GED; Associate’s degree or higher preferred

Tools

McAleer

NextGen

School/system software

Job description

OVERVIEW OF POSITION

To enhance the administration of the school's business affairs by performing the bookkeeping functions needed for budgetary control, revenue, distribution of expenditures, general ledger, accounts payable, accounts receivable, and other functions as assigned.

QUALIFICATIONS

• High school diploma or GED; Associate’s degree or higher preferred.
• Comprehensive knowledge of double entry accounting and bookkeeping systems, payroll, and accounts payable procedures, as well as student databases.
• Ability to meet the suitability criteria for employment and/or certification licensure under the Alabama Child Protection Act of 1999 and Act No. 2002-457.
• Demonstrated proficiency in oral and written communication skills.
• Effective interpersonal skills, with an emphasis on communication and collaboration with a wide variety of people and groups.
• Ability to work independently, prioritize tasks, and perform assignments as directed with accuracy, attention to detail, and within established time frames.
• Knowledge of computer network operations, data entry and retrieval using technology, and knowledge of bookkeeping procedures.
• Ability to utilize or develop proficiency in the use of McAleer, NextGen, or other school/system software.
• Ability to remain calm and use good judgment in emergency situations.
• Ability to exercise tact, courtesy, and initiative in dealing with students, parents, faculty, and the public.
• Ability to organize and maintain accurate records.
• Physical and emotional ability and dexterity to perform required work and move about as needed in a fast-paced work environment.
• Possess and demonstrate high ethical standards, accountability, and integrity and ensure compliance with local school financial guidelines.
• Ability to use technology to communicate, to manage data, and to produce/submit required reports, correspondence, and/or financial information.
• Ability to engage in prolonged sitting.
• Ability to be punctual and in regular attendance.
• Such alternatives to the above qualifications as the Board may require.

REPORTS TO:

Principal and/or CSFO

PERFORMANCE RESPONSIBILITIES AND ESSENTIAL FUNCTIONS:

1. Demonstrates support for the school system and its vision, goals and priorities.
2. Performs duties and represents the system in a courteous, positive and professional manner.
3. Publishes or disseminates communications for teachers and the principal as assigned.
4. Provides training to teachers and staff related to local school accounting policies and procedures.
5. Maintains a complete and systematic set of records of all financial transactions of school funds in accordance with generally accepted accounting principles (GAAP).
6. Monitors account balances and related financial activity for the purpose of ensuring that allocations are accurate, expenses are within budget limits and/or fiscal practices are followed.
7. Records details of school financial transactions.
8. Prepares financial statements, income statements, and accountability and cost reports to reflect the financial condition of the school.
9. Traces errors and records adjustments to correct charges or credits posted to accounts.
10. Reconciles statements and accounts as directed.
11. Maintains financial records for all funds.
12. Performs accounts payable duties that include, but is not limited to, the issuance of purchase orders, accurate coding and posting of invoices, timely payments to vendors.
13. Prepares and submits bank deposits daily.
14. Receipts all funds submitted to school office daily to the appropriate revenue codes.
15. Demonstrates knowledge of local school accounting policies and procedures.
16. Follows attendance, punctuality and proper dress rules.
17. Ensures adherence to good safety standards.
18. Maintains confidentiality regarding school/workplace matters.
19. Models and maintains high ethical standards.
20. Demonstrates initiative in the performance of assigned responsibilities; uses time wisely; works efficiently.
21. Maintains expertise in assigned area to fulfill project goals and objectives.
22. Participates successfully in the training programs offered to increase skill and proficiency related to assignment.
23. Keeps supervisor informed of potential problems or unusual events.
24. Serves on school/system committees as required or appropriate.
25. Exhibits interpersonal skills to work as an effective team member.
26. Demonstrates initiative in identifying potential problems or opportunities for improvement.
27. Reports potential problems, unusual events, or work irregularities to appropriate administrative or supervisory personnel.
28. Responds to inquiries, requests, constructive feedback, concerns and/or complaints in a timely and positive manner.
29. Maintains and submits reports, records, and correspondence in a timely and accurate manner.
30. Properly uses and cares for equipment and material resources of the school system and effectively supervises and monitors others in the care, maintenance, and use of tools, equipment, and inventory.
31. Uses effective collaboration skills to work as a productive team member.
32. Demonstrates support for the school system and its goals and priorities.
33. Adheres to school system rules, administrative procedures, local Board policies, and state, federal, and local regulations.
34. Reports absences and takes leave in accordance with Board policies and procedures.
35. Performs any other job-related duties as assigned by Supervisor(s).

Terms of Employment:

High School: Twelve-month position in accordance with the Board approved salary schedule.

Elementary School: Ten-month position in accordance with the Board approved salary schedule.

Evaluation:

Performance of this job will be evaluated in accordance with provisions of the State Department of Education and/or Pickens County Board of Education policy on evaluation of classified personnel.

The statements above are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities as needed.