School Finance Specialist: Budget & Payroll

Charlotte-Mecklenburg Schools; Charlotte (NC); On-site; USD 42,000 - 64,000; Full time

Job summary

Charlotte-Mecklenburg Schools is seeking an experienced clerical and bookkeeping professional to support examination, analysis, and verification of accounting records in a school setting. You will maintain records of financial transactions, assist in budget development, and help ensure compliance with district policies.

The role involves processing payments, creating purchase orders, reconciling ledgers, and generating financial reports for fiscal management.

Qualifications

• Associate's degree in a relevant field is required.
• Two years accounting/bookkeeping experience required.
• Strong knowledge of bookkeeping/accounting for cash management, revenue and expenses.
• Ability to organize and maintain records.
• Ability to interpret standard accounting and financial statements.

Responsibilities

• Maintains a complete and systematic set of records of financial transactions.
• Reviews and reconciles accounts and budget reports monthly.
• Assists with budget development and audits as directed.
• Initiates payment requests, purchases, and approvals with proper documentation.
• Prepares invoices, journal entries, and financial correspondence.
• Manages school checking accounts and reconciliations monthly.
• Prepares sales/use tax reports and processes purchasing card transactions.
• Performs payroll duties and trains staff as needed.

Skills

Bookkeeping

Accounting practices

Records organization

Confidentiality

Customer service

Communication skills

Policy comprehension

Education

Associate's degree in a relevant field

Two years accounting/bookkeeping experience

Tools

Email

Word processing

Spreadsheets

Databases

Job description

Charlotte-Mecklenburg Schools is seeking an experienced clerical and bookkeeping professional to support examination, analysis, and verification of accounting records in a school setting. You will maintain records of financial transactions, assist in budget development, and help ensure compliance with district policies.

The role involves processing payments, creating purchase orders, reconciling ledgers, and generating financial reports for fiscal management.