Finance secretary job description
Updated March 14, 2024
7 min read
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Example finance secretary requirements on a job description
Finance secretary requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in finance secretary job postings.
Sample finance secretary requirements
- Proficiency in accounting software.
- Knowledge of financial regulations.
- Strong computer skills.
- Proficiency in data entry.
- Ability to manage multiple tasks.
Sample required finance secretary soft skills
- Excellent communication skills.
- Organizational ability and attention to detail.
- Able to work in a collaborative environment.
- Ability to troubleshoot and problem solve.
Finance secretary job description example 1
Jeffrey C Still Middle School finance secretary job description
+ + Position Type:
Clerical/ Secretary - 12-Months
+ Date Posted:
8/17/2022
+ Location:
Crouse Education Center
+ Date Available:
08/17/2022
+ Closing Date:
until filled
Description: Perform duties to assist with the processing of purchase orders, disbursements and deposits for all revenue generating and grant accounts.ESSENTIAL JOB FUNCTIONS:
+ Perform routine bookkeeping tasks and maintain assigned budget records. Prepare and process purchase orders and payment authorizations.
+ Support the PO process for various accounts, which includes assigning a PO number and accounting code, obtaining necessary approvals, and submitting order to the vendor.
+ Support the product receipt and reconciliation process for various accounts, which includes verification of product and PO, inventory of items and/or repackage for distribution, submit invoice for payment. This may include lifting, moving and delivering of materials within and outside the CEC.
+ Reconcile various account finances monthly (activities, projects, grants and workshops) and provide a report to the appropriate administrator.
+ Use various databases to track and monitor account transactions and prepare reports as needed.
+ Provide end user support and/or training to staff or parents on the operational use of the online payment system.
+ Oversee the fee waiver process, the annual collection of student fees, and the refunding of payments through the online payment system.
+ Work with the district collection agency for student fee and building rental collection.
+ Process building rental receipts and serve as a primary building rental contact.
+ Compile, maintain, and file all reports, records, and other documents as required.
+ Prepare correspondence, forms, reports, manuals, and presentations for others as needed.
+ Answer and respond to incoming calls and electronic communication.
+ Demonstrate proficiency using the technology and computer-based programs provided by the District to effectively manage and organize files, communication, records and databases.
Perform other duties as assigned.Working Conditions:District Office
Rate of pay:$17.75/hour
Selection Procedure: Qualified candidates will be contacted by the appropriate building administrator. After an initial interview with a building administrator, final candidates wil be referred to the Human Resources Department to be scheduled for and successfully complete clerical and technical assessment tests in typing, Microsoft Word and Microsoft Excel to be eligible for further consideration for this position.
Clerical/ Secretary - 12-Months
+ Date Posted:
8/17/2022
+ Location:
Crouse Education Center
+ Date Available:
08/17/2022
+ Closing Date:
until filled
Description: Perform duties to assist with the processing of purchase orders, disbursements and deposits for all revenue generating and grant accounts.ESSENTIAL JOB FUNCTIONS:
+ Perform routine bookkeeping tasks and maintain assigned budget records. Prepare and process purchase orders and payment authorizations.
+ Support the PO process for various accounts, which includes assigning a PO number and accounting code, obtaining necessary approvals, and submitting order to the vendor.
+ Support the product receipt and reconciliation process for various accounts, which includes verification of product and PO, inventory of items and/or repackage for distribution, submit invoice for payment. This may include lifting, moving and delivering of materials within and outside the CEC.
+ Reconcile various account finances monthly (activities, projects, grants and workshops) and provide a report to the appropriate administrator.
+ Use various databases to track and monitor account transactions and prepare reports as needed.
+ Provide end user support and/or training to staff or parents on the operational use of the online payment system.
+ Oversee the fee waiver process, the annual collection of student fees, and the refunding of payments through the online payment system.
+ Work with the district collection agency for student fee and building rental collection.
+ Process building rental receipts and serve as a primary building rental contact.
+ Compile, maintain, and file all reports, records, and other documents as required.
+ Prepare correspondence, forms, reports, manuals, and presentations for others as needed.
+ Answer and respond to incoming calls and electronic communication.
+ Demonstrate proficiency using the technology and computer-based programs provided by the District to effectively manage and organize files, communication, records and databases.
Perform other duties as assigned.Working Conditions:District Office
Rate of pay:$17.75/hour
Selection Procedure: Qualified candidates will be contacted by the appropriate building administrator. After an initial interview with a building administrator, final candidates wil be referred to the Human Resources Department to be scheduled for and successfully complete clerical and technical assessment tests in typing, Microsoft Word and Microsoft Excel to be eligible for further consideration for this position.
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Finance secretary job description example 2
Edmond Public Schools finance secretary job description
Temporary/Duration of Need Contract
195 Days per year
7.5 Hours per day
Grade 40: $12.79 - $14.77 an hour
Application Procedure: Apply online
Title: Elementary Financial Secretary
Department: Elementary Schools
Immediate Supervisor: Building Principal
Job Goal: To work with and assist the Principal with all secretarial/financial duties in order to have a smooth running and efficient office. Assist students in any way possible to make their day special and help parents with any problems or situations they may have. Greet any visitors to the building with a smile and helpful attitude.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Responsible for responding to telephone/intercom calls in a pleasant and efficient manner.
2. Receive visitors and provide assistance or information concerning policies, procedures and other details.
3. Responsible for control of medication for students and keeping updated medical files on students. Responsible for basic first aid care for students sick or injured; taking temperatures, calling parents, filling out accident reports, etc.
4. Orders, processes and maintains office materials and equipment.
5. Serves as confidential secretary to the Principal. Assist with monitoring the school budget. Responsible for keeping accurate records of accounts payable and receivable.
6. Operates and maintains standard office equipment.
7. Building financial secretary of the activity account and general funds. Assist the faculty with ordering general supplies, curriculum materials and textbooks.
8. Completes and updates handbooks, inventories and reports.
9. Schedules use of the building for after school meetings in the cafeteria.
10. Reconcile end of month time sheets with SubFinder.
11. Prepare and send out school newsletter to patrons, board members and central office administrators.
12. Accept free/reduced lunch applications and prepare for Principal's signature.
13. Other duties may be assigned.
Length of Contract: One hundred ninety-five (195) contract days.
Salary commensurate with experience on the negotiated agreement of the Support Employees of Edmond (SEE).
Evaluation: Performance of this job will be evaluated by the Building Principal in accordance with the provisions of the Board's policies, state law, and the negotiated agreement with the Support Employees of Edmond (SEE).
SUPERVISORY RESPONSIBILITES:
Responsible for the efficient and smooth operation of the school office.
QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE:
High School Diploma or General Education Degree (GED).
CERTIFICATES, LICENSES, REGISTRATIONS:
None required.
LANGUAGE SKILLS:
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups, staff, parents, and the general public.
MATHEMATICAL SKILLS:
Ability to plan budgets and use the mathematical skills required to do so. Maintain accurate records and support documentation for projects under the supervision of the position.
REASONING SKILLS:
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
OTHER SKILLS AND ABILITIES:
Ability to use computer and computer related programs and other technologies needed to perform essential job functions. Ability to apply knowledge of current research and theory. Ability to establish and maintain effective working relationships with students, staff, and the community. Ability to organize and chair or facilitate committees and meetings. Ability to communicate clearly and concisely both in oral and written form. Ability to perform duties with awareness of all district requirements and Board of Education policies.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individual with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand, walk, sit, and talk or hear. The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, and depth perception.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Be able to communicate clearly and distinctly in English, by telephone and face-to-face, within the confinement of a semi-noisy environment, i.e., other employees, equipment, children, etc. Subject to constant noise of copy machines, calculator or telephone. Subject to working in a confined area in close proximity to others and frequent interruptions. May need to unload boxes and lift books, paper, etc. during check-in procedures. Must be mentally and physically prepared for unforeseen emergencies at all times.
The information contained in this job description is for compliance with the Americans with Disabilities Act (A.D.A.) and is not an exhaustive list of the duties performed for this position. Additional duties are performed by the individual currently holding this position and additional duties may be assigned.
195 Days per year
7.5 Hours per day
Grade 40: $12.79 - $14.77 an hour
Application Procedure: Apply online
Title: Elementary Financial Secretary
Department: Elementary Schools
Immediate Supervisor: Building Principal
Job Goal: To work with and assist the Principal with all secretarial/financial duties in order to have a smooth running and efficient office. Assist students in any way possible to make their day special and help parents with any problems or situations they may have. Greet any visitors to the building with a smile and helpful attitude.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Responsible for responding to telephone/intercom calls in a pleasant and efficient manner.
2. Receive visitors and provide assistance or information concerning policies, procedures and other details.
3. Responsible for control of medication for students and keeping updated medical files on students. Responsible for basic first aid care for students sick or injured; taking temperatures, calling parents, filling out accident reports, etc.
4. Orders, processes and maintains office materials and equipment.
5. Serves as confidential secretary to the Principal. Assist with monitoring the school budget. Responsible for keeping accurate records of accounts payable and receivable.
6. Operates and maintains standard office equipment.
7. Building financial secretary of the activity account and general funds. Assist the faculty with ordering general supplies, curriculum materials and textbooks.
8. Completes and updates handbooks, inventories and reports.
9. Schedules use of the building for after school meetings in the cafeteria.
10. Reconcile end of month time sheets with SubFinder.
11. Prepare and send out school newsletter to patrons, board members and central office administrators.
12. Accept free/reduced lunch applications and prepare for Principal's signature.
13. Other duties may be assigned.
Length of Contract: One hundred ninety-five (195) contract days.
Salary commensurate with experience on the negotiated agreement of the Support Employees of Edmond (SEE).
Evaluation: Performance of this job will be evaluated by the Building Principal in accordance with the provisions of the Board's policies, state law, and the negotiated agreement with the Support Employees of Edmond (SEE).
SUPERVISORY RESPONSIBILITES:
Responsible for the efficient and smooth operation of the school office.
QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE:
High School Diploma or General Education Degree (GED).
CERTIFICATES, LICENSES, REGISTRATIONS:
None required.
LANGUAGE SKILLS:
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups, staff, parents, and the general public.
MATHEMATICAL SKILLS:
Ability to plan budgets and use the mathematical skills required to do so. Maintain accurate records and support documentation for projects under the supervision of the position.
REASONING SKILLS:
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
OTHER SKILLS AND ABILITIES:
Ability to use computer and computer related programs and other technologies needed to perform essential job functions. Ability to apply knowledge of current research and theory. Ability to establish and maintain effective working relationships with students, staff, and the community. Ability to organize and chair or facilitate committees and meetings. Ability to communicate clearly and concisely both in oral and written form. Ability to perform duties with awareness of all district requirements and Board of Education policies.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individual with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand, walk, sit, and talk or hear. The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, and depth perception.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Be able to communicate clearly and distinctly in English, by telephone and face-to-face, within the confinement of a semi-noisy environment, i.e., other employees, equipment, children, etc. Subject to constant noise of copy machines, calculator or telephone. Subject to working in a confined area in close proximity to others and frequent interruptions. May need to unload boxes and lift books, paper, etc. during check-in procedures. Must be mentally and physically prepared for unforeseen emergencies at all times.
The information contained in this job description is for compliance with the Americans with Disabilities Act (A.D.A.) and is not an exhaustive list of the duties performed for this position. Additional duties are performed by the individual currently holding this position and additional duties may be assigned.
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Updated March 14, 2024
Updated March 14, 2024