Position Title: Senior Accountant – Position Control
Department: Budget and Finance
Supervisor: Executive Director of Business Services
Term of Employment: 12 Month – 248 Days
Salary Classification: Grade 20 – Hourly ($25.36 - $27.19 based on experience)
Job Summary: The incumbent will perform transaction generation and review of various financial elements/accounts of the district. Individual areas of assignment are aligned based on types of funds/transactions and may include, but are not limited to: Operating Accounts, Capital Accounts, Salary and Benefit Accounts, Revenue Accounts, Restricted Funding Accounts, Cash-Basis Accounts, and Treasury Management functions. Chart of accounts and general ledger management for the individual areas of assignment will be the responsibility of the position.
The incumbent will perform simple and moderately complex analysis using financial and other related data. This individual will utilize the results of analysis to prepare standard and ad-hoc management reporting, develop proposed solutions to business problems, and communicate with supervision/subordinates to gather information and research issues necessary to accomplish daily tasks.
Essential Functions: Essential functions, as defined under the Americans with Disabilities Act, may include, but are not limited to, the following tasks, duties, knowledge, skills and other characteristics. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and tasks performed by incumbents in this class.
ESSENTIAL DUTIES AND RESPONSIBILITIES generally include the following. Other duties may be assigned:
o Manages the reconciliation of contracted workers and employee vacancies in defined areas of responsibility and related position control analysis.
o Assists with the billing reconciliation for outsourced positions.
o Responsible for portions of the Employee Position Request (ePAR) workflow process.
o Compiles and analyzes financial information to prepare entries to accounts, such as general ledger accounts, and documents business transactions.
o Proposes and prepares journal entries and reconciles general ledger and subsidiary accounts.
o Prepares monthly financial statements, revenue and expenditure reports and ad-hoc reports for staff and administration.
o Reports on established quality metrics and utilizes information to analyze variances from goal. Will initiate appropriate corrective action and/or preventive action.
o Assists in development of quality metrics and associated goals as they relate to financial information.
o Develops and performs quality control of ad-hoc reports/templates for use by site/department personnel.
o Generates reports to support timely and accurate management decisions.
o Assists with budget development and monitoring tasks through data collection and input.
o Provides training in the use of the district’s computerized financial system and assists departmental personnel with budget questions, proper expenditure coding, document processing and other accounting related activities.
o Coordinates fiscal year-end accounting activities, recognizes accounts receivables and liabilities, and related reporting requirements.
o Assists with the preparation of annual financial statements.
o Assists with the preparation of documentation for internal and external auditors.
o Maintains knowledge of the Arizona Uniform System of Financial Records and Generally Accepted Accounting Principles.
o Performs other duties as assigned/required and assists with special projects as assigned.
KNOWLEDGE AND SKILLS:
o Knowledge of applicable Federal, state, county and city statutes, rules, policies and procedures
o Knowledge of applicable Peoria Unified School District and departmental policies and procedures
o Knowledge of quality tools and models, benchmarking practices and techniques, statistics, and financial analysis.
o Proficient with Microsoft Office suite applications.
o Proficiency with School ERP (formerly Visions) software modules desirable.
o Experience with Position Control desirable.
o Ability to develop unique and innovative solutions to problems.
o Independent thinking/Self-initiative: A critical thinker with the ability to focus on the things which matter most to achieving the desired outcome.
o Skill in establishing and maintaining effective working relations with co-workers, vendors, students, parents, the general public and others having business with the school district.
o Skill in operating a personal computer utilizing a variety of software applications.
MINIMUM QUALIFICATIONS: Accounting degree preferred, minimum A.A. Degree, high school diploma or GED AND 4 years working in an accounting/finance environment, preferably education, OR any equivalent combination of experience and education from which comparable knowledge, skills and abilities have been achieved.
OTHER REQUIREMENTS:
o Must be able to pass a fingerprint and background clearance check.
o Must be able to obtain and maintain an Arizona driver’s license.
o May be required to lift and carry heavy, bulky supplies and materials weighing up to 20 pounds
o May be required to work outside normal working hours
o May be required to travel to perform work functions