School Finance & Budget Specialist

Young World Physical Education; Charlotte (NC); On-site; USD 42,000 - 64,000; Full time

Job summary

Charlotte-Mecklenburg Schools in Charlotte, NC is seeking a Treasurer/Bookkeeper I to manage intermediate clerical and bookkeeping duties in a school setting. The role involves maintaining financial records, processing payments, and assisting with budget development and audits.

Primary duties include reconciling accounts, posting invoices, managing check runs, and generating financial reports for fiscal management.

Qualifications

• Associate degree in a relevant field.
• Two years accounting/bookkeeping experience.
• Any equivalent combination of education and experience.

Responsibilities

• Maintain complete and systematic records of all financial transactions.
• Review and reconcile accounts and budget reports monthly.
• Assist in budget development.
• Prepare and process payments and requisitions with proper documentation.
• Prepare invoices and journal entries and update records.
• Post field trip fundraising activities on the online payment platform.
• Manage the school’s checking account and monthly reconciliations.
• Prepare sales and use tax reports.
• Train staff to perform treasurer duties in the absence of the school treasurer.
• Respond to inquiries about financial policies from staff and parents.

Skills

Bookkeeping

Accounting

Record keeping

Confidentiality

Communication

Time management

Microsoft Excel

Education

Associate's degree

Accounting experience

Tools

Email

Word processing

Spreadsheets

Databases

Job description

Charlotte-Mecklenburg Schools in Charlotte, NC is seeking a Treasurer/Bookkeeper I to manage intermediate clerical and bookkeeping duties in a school setting. The role involves maintaining financial records, processing payments, and assisting with budget development and audits.

Primary duties include reconciling accounts, posting invoices, managing check runs, and generating financial reports for fiscal management.