Under administrative direction, the purpose of the position is to perform district-based duties associated with coordinating and delegating departmental duties, reconciling master accounts and/or processing of off-cycle payroll. Employees in this classification perform at a coordinator/lead capacity and may assign and review work of others. Employees in this position are responsible for interpreting and implementing proper procedures, which must adhere to specific guidelines of the district and outside agencies. Employees are required to analyze and monitor project expenditures. Performs related work as directed.
EXAMPLES OF ESSENTIAL FUNCTIONS
Responds to internal and external customers in a timely, accurate, courteous and empathetic manner representing OCPS in a positive light.
Prepares and submits all financial reports required by the Department of Education or Funding Agency in a timely and accurate manner.
Determines reporting procedures in adherence with state and board policies or individual Grantor Agency.
Determines the need for any supplemental reports to re-claim expenditures or adjust reports resulting from a corrective action.
Manages and coordinates the maintenance of records associated with specific programs. This may include receiving and logging of all vendor invoices, tracking turnaround, interfacing with project management team, verifying accuracy of invoices, providing backup and support documents and coordinating prompt payment of invoices.
May oversee department purchase requirements, purchase order procedures, and payment processes.
Provides technical assistance and support for project management staff.
Advises district staff of applicable procedures to ensure costs are captured and recorded accurately.
Researches problem areas and determines appropriate resolution within guidelines.
Serves as a problem solver and resource for staff and consultants.
Evaluates and processes budgets and budget revisions to the general ledger or department budgets, as needed.
Communicates closely with the Department of Education or Funding Agency regarding program or reporting issues and interprets when necessary.
Interprets code of accounts mandated by the state for district personnel.
Serves as a liaison between district personnel and Grantor Agencies or specific agencies related to departmental function to ensure accurate results.
Prepares forms and letters to communicate funding and expenses to appropriate agencies.
Generates monthly/annual memorandums for dissemination of budget/program information.
Analyzes, compiles, and interprets information presented on system for district personnel and Grantor Agencies, or related functional agencies.
Accesses Internet to request various agencies funds on-line and report expenditures.
Tracks incoming and outgoing revenue in relationship to expenditures and codes to appropriate fund or account, as required.
Researches and reconciles reports for the Department of Education or other agencies, as needed.
Monitors personnel job screens in adherence with the Wage and Salary Schedules, Department of Education and Grantor Agencies, as needed.
Coordinates and delegates departmental duties to maintain a high level of production.
Determines special needs in adherence with policies and regulations of department function.
Reconciles accounts to balance with general ledger, as needed.
Maintains a filing system for audit review.
Reviews budgets, contracts, etc., for correct account codes and reporting requirements.
Responsible for keeping up to date on current technology, as job appropriate, being used by OCPS. With the support of the district, attends training to ensure skill level in various technologies is at the level required to perform in current position.
Responsible for timely and accurate information they maintain as part of their job responsibilities.
The list of essential functions, as outlined herein, is intended to be representative of the tasks performed within this classification. It is not necessarily descriptive of any one position in the class. The omission of an essential function does not preclude management from assigning duties not listed herein if such functions are a logical assignment to the position.
MARGINAL FUNCTIONS
While the following tasks are necessary for the work of the unit, they are not an essential part of the purpose of this position and may also be performed by other unit members.
Answers the telephone and opens mail.
Separates, correlates, and files reports.
Inputs budget and various budget revisions.
Copies and files office correspondence.
MINIMUM TRAINING AND EXPERIENCE
Associate's degree with course work emphasis in accounting/finance or related area, supplemented by five (5) years of progressively more complex work experience in an accounting/finance/payroll area; or an equivalent combination of education, training, and experience. Must have a good working knowledge of relevant SAP system processes.
PERFORMANCE APTITUDES
Data Utilization: Requires the ability to evaluate, audit, deduce, and/or assess data and/or information using established criteria. Includes exercise of discretion in determining actual or probable consequences, and in referencing such evaluation to identify and select alternatives.
Human Interaction: Requires the ability to apply principles of persuasion and/or influence.
Equipment, Machinery, Tools, and Materials Utilization: Requires the ability to operate, maneuver and/or control the actions of equipment, machinery, tools, and/or materials used in performing essential functions.
Verbal Aptitude: Requires the ability to utilize a wide variety of reference, descriptive, and/or advisory data and information.
Mathematical Aptitude: Requires the ability to perform addition, subtraction, multiplication and division; ability to calculate decimals and percentages; may include ability to perform mathematical operations with fractions; may include ability to compute discount, interest, profit and loss, ratio and proportion; may include ability to calculate surface areas, volumes, weights, and measures.
Functional Reasoning: Requires ability to apply principles of rational systems. Ability to interpret instructions furnished in written, oral, diagrammatic, or schedule form. Ability to exercise independent judgment to adopt or modify methods and standards to meet variations in assigned objectives.
Situational Reasoning: Requires the ability to exercise the judgment, decisiveness and creativity required in situations involving evaluation of information against measurable or verifiable criteria.
ADA COMPLIANCE
Physical Ability: Tasks involve the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (5-10 pounds). Tasks may involve extended periods of time at a keyboard or workstation.
Sensory Requirements: Some tasks require the ability to perceive and discriminate Some tasks require visual perception and discrimination. Some tasks require oral communications ability.
Environmental Factors: Tasks are regularly performed without exposure to adverse environmental conditions, such as dirt, dust, pollen, odors, wetness, humidity, rain, fumes, temperature and noise extremes, machinery, vibrations, electric currents, traffic hazards, animals/wildlife, toxic/poisonous agents, violence, disease, or pathogenic substances.
The Orange County School District will provide reasonable accommodations to qualified individuals with disabilities to allow them to perform the essential functions of the job when such individuals request an accommodation
04/18/2024
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