Job Title: Accounting / Purchasing Specialist Exemption Status/Test: Nonexempt
Reports to: Chief Financial Officer Date Revised: 05-28-24
Dept./School: Business Services
Primary Purpose:
Assist in the procurement of material and equipment for the district. Work under close supervision and follow established purchasing procedures to process bids and purchase orders. Perform bookkeeping and maintain district financial records.
Qualifications:
Education/Certification:
High school diploma or GED
Associate or Bachelor's Degree preferred
Special Knowledge/Skills:
- Knowledge of procedures for purchasing and invoicing supplies and equipment
- Ability to analyze and organize a complex filing system of bid-related documentation
- Proficient keyboarding, 10-key numerical data entry, and file maintenance skills
- Ability to use software to develop spreadsheets, databases, and do word processing
- Effective organizational, communication, and interpersonal skills
- Knowledge of bookkeeping principles and practices
- Ability to work with numbers in an accurate and rapid manner to meet established deadlines
- Working knowledge of the Financial Accountability System Resource Guide (FASRG)
Experience:
3 years experience or college coursework in business and/or accounting related subjects
Major Responsibilities and Duties:
Accounting
Maintain complete and systematic records of assigned district financial transactions.
Verify and record details of financial transactions in accounting systems.
Balance general ledger and subsidiary accounts by reconciling entries.
Examine general ledger transactions for accuracy; make corrections as needed and inform supervisor of problems.
Compute and record cash receipt summaries.
Assist with preparation of financial statements, income statements, and cost reports to reflect financial condition of district and help prepare financial statements and budget amendments for presentation to board.
Purchasing
Process bids and purchase orders as directed and in accordance with established procedures.
Assist staff in preparing purchase orders, verifying available funds and authorizations before purchase, and maintaining accounts.
Assist with the preparation of bidding documents, including notice and instruction to bidders, specifications, and proposal forms.
Contact vendors to check on invoices, purchase orders, contracts, and other issues as directed.
Assist with the resolution of problems with incorrect orders, invoices, and shipments.
Clerical
Prepare and maintain vendor database and bidder lists.
Prepare correspondence, forms, manuals, reports, purchase orders, and payment authorizations using personal computer.
Compile, maintain, and file all reports, records, and other documents as required. Answer incoming calls, take reliable messages, and route to appropriate staff.
Other
Follow district safety protocols and emergency procedures.
Maintain confidentiality.
Assist supervisor with other projects as necessary.
Supervisory Responsibilities:
None.
Mental Demands/Physical Demands/Environmental Factors:
Tools/Equipment Used: Standard office equipment including personal computer and peripherals
Posture: Prolonged sitting; occasional bending/stooping, pushing/pulling, and twisting
Motion: Repetitive hand motions; frequent keyboarding and se of mouse; occasional reaching
Lifting: Occasional light lifting and carrying (less than 15 pounds)
Environment: May work prolonged or irregular hours
Mental Demands: Work with frequent interruptions; maintain emotional control under stress
This document describes the general purpose and responsibilities assigned to this job and is not an exhaustive list of all responsibilities and duties that may be assigned or skills that may be required.