Controller - Yardi
Los Angeles, CA jobs
We are seeking an experienced Controller to lead and manage the financial operations of a mission-driven non-profit organization specializing in multi-family and residential property portfolios. This role offers an exciting temp-to-perm opportunity for the right candidate who demonstrates leadership, technical expertise, and a commitment to organizational values. Proficiency in Yardi property management software is essential.
Key Responsibilities
Oversee all accounting functions, including general ledger, accounts payable/receivable, and month-end close.
Manage preparation of financial statements, budgets, and forecasts; ensure timely and accurate reporting to senior leadership.
Supervise and mentor accounting staff, fostering a culture of accountability and continuous improvement.
Implement and maintain internal controls to safeguard assets and ensure compliance with GAAP and regulatory requirements.
Direct cash management activities, including bank reconciliations and liquidity planning.
Coordinate annual audits and liaise with external auditors.
Oversee property accounting processes, including tenant billing, rent collection, and delinquency reporting.
Manage consolidations, intercompany transactions, and allocation processes.
Maintain amortization and depreciation schedules and review complex journal entries.
Partner with leadership on strategic financial initiatives and special projects.
Qualifications
Bachelor's degree in Accounting or Finance; CPA or CMA preferred.
Minimum 7+ years of progressive accounting experience, including at least 3 years in a leadership role.
Strong background in property accounting, ideally with affordable housing and tax credit experience.
Proficiency in Yardi software is required.
Advanced Microsoft Excel skills for financial modeling and analysis.
Exceptional organizational skills and ability to manage multiple priorities under tight deadlines.
Familiarity with non-profit accounting practices is highly desirable.
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: *****************************************
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting *************
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Futureâ„¢
Controller - Yardi
Los Angeles, CA jobs
We are seeking an experienced Controller to lead and manage the financial operations of a mission-driven non-profit organization specializing in multi-family and residential property portfolios. This role offers an exciting temp-to-perm opportunity for the right candidate who demonstrates leadership, technical expertise, and a commitment to organizational values. Proficiency in Yardi property management software is essential.
Key Responsibilities
Oversee all accounting functions, including general ledger, accounts payable/receivable, and month-end close.
Manage preparation of financial statements, budgets, and forecasts; ensure timely and accurate reporting to senior leadership.
Supervise and mentor accounting staff, fostering a culture of accountability and continuous improvement.
Implement and maintain internal controls to safeguard assets and ensure compliance with GAAP and regulatory requirements.
Direct cash management activities, including bank reconciliations and liquidity planning.
Coordinate annual audits and liaise with external auditors.
Oversee property accounting processes, including tenant billing, rent collection, and delinquency reporting.
Manage consolidations, intercompany transactions, and allocation processes.
Maintain amortization and depreciation schedules and review complex journal entries.
Partner with leadership on strategic financial initiatives and special projects.
Qualifications
Bachelor's degree in Accounting or Finance; CPA or CMA preferred.
Minimum 7+ years of progressive accounting experience, including at least 3 years in a leadership role.
Strong background in property accounting, ideally with affordable housing and tax credit experience.
Proficiency in Yardi software is required.
Advanced Microsoft Excel skills for financial modeling and analysis.
Exceptional organizational skills and ability to manage multiple priorities under tight deadlines.
Familiarity with non-profit accounting practices is highly desirable.
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: *****************************************
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting *************
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Futureâ„¢
Lead Corporate Strategy Analyst
Boston, MA jobs
Who We Are
Great Minds is a high-growth, mission-driven organization founded by educators in 2007. As a for-profit, Public Benefit Corporation, we believe all students deserve access to meaningful, challenging content-and all teachers deserve tools that are intuitive, effective, and built for the realities of today's classrooms.
We develop high-quality, knowledge-rich math, science and ELA curricula grounded in research and designed in collaboration with educators. Our materials reflect real classroom needs and are built to drive lasting student outcomes.
We are committed to usability, coherence, and practical implementation-supporting teachers not just through curriculum, but with professional learning, purposeful technology, and responsive service that enable strong adoption and impact.
What We Build
Our products-Eureka Math and Eureka Math², Wit & Wisdom, PhD Science, Geodes, and the newly launched Arts & Letters ELA-are trusted by thousands of schools and districts nationwide.
Eureka Math is the most widely used math curriculum in the U.S., and is focused on balancing conceptual understanding, procedural fluency, and application.
Wit & Wisdom and Arts & Letters ELAâ„¢ anchor our reading strategy with content-rich, grade-level instruction that integrates literature, history, and the arts, grounded in the science of reading. Geodes complements our reading suite with decodable texts that pair phonics with meaningful content to support early literacy.
PhD Science is a hands-on K-5 Science program that sparks curiosity as students build enduring knowledge of how the scientific world works.
These programs reflect a shared belief in high expectations, joyful rigor, and deep respect for educators and students.
Where We're Headed
Great Minds is entering a new stage of growth and product maturity. We are focused on building more connected, customer-informed experiences across the full educator journey-from curriculum to professional learning to platform and support.
Our long-term vision is to become a true partner in impact-not just delivering curriculum, but supporting educators in achieving outcomes at scale.
Job Purpose
Reporting to the Corporate Strategy leadership team, the Lead Corporate Strategy Analyst will play a critical supporting role in advancing Great Minds' long-term strategic initiatives. This role is responsible for conducting market and competitive research, analyzing internal performance data, and generating insights that support strategic decision-making. The Analyst will work closely with cross-functional teams and senior leaders to contribute to strategic planning efforts, partnership evaluation, and data-driven business cases.
This is an ideal role for an early-career professional with strong analytical skills, intellectual curiosity, and a desire to grow in a strategic function within a mission-driven organization.
Responsibilities
Conduct research and analysis on market trends, competitors, and industry dynamics to inform strategic priorities
Support the development of long-term strategic plans and annual operating plans through financial modeling, data analysis, and internal KPI tracking
Assist in identifying and evaluating potential partnerships, M&A targets, new market opportunities, and strategic initiatives
Build dashboards, reports, and presentations to communicate insights to leadership in a clear and compelling way
Collaborate with cross-functional teams to gather data and support implementation of strategic projects
Contribute to the preparation of board materials, strategy documents, and internal communications
Assist in modeling scenarios and business cases that inform investment or strategic decisions
Help track and monitor progress against strategic goals and report on key outcomes
Job requirements
Requirements
3+ years of experience in corporate strategy, management consulting, investment banking, or a similar analytical role
Strong analytical and quantitative skills, with proficiency in Excel, constructing financial models, and data visualization tools (e.g., Tableau, Power BI)
Excellent research and synthesis skills, with the ability to draw insights from complex data and translate them into clear narratives
Strong written and verbal communication and presentation skills; able to build professional-quality slide decks and internal memos
Collaborative mindset and ability to work effectively across teams in a fast-paced environment
High attention to detail, organization, and follow-through
Intellectual curiosity and a desire to learn and grow within a strategic function
Preferred
Experience in the K-12 education sector, edtech, or mission-driven organizations
Familiarity with business case development, financial modeling, or strategic planning processes
Interest in public education and a belief in the power of high-quality curriculum
Required Education
Bachelor's Degree
Status
Full-time
Location
Remote position; must be based in Boston Metropolitan Area
The expected base salary range for this position is $94,000-$107,000, however the offered salary may be higher or lower than the above range dependent on numerous factors including, but not limited to location, work experience, skills and internal equity considerations. The base salary is not inclusive of benefits or other incentives.
A cover letter and resume are required to be considered for this position.
New employees will be required to successfully complete a background check.
Any communication to applicants relating to the Great Minds hiring process will only come from email addresses with the domains greatminds.org or greatminds.recruitee.com. If in the course of the application or hiring process with Great Minds you are contacted through another domain, are requested to provide banking or other sensitive information, or you note any other suspicious activity, please contact ***********************
Great Minds is an equal opportunity employer. We will extend equal opportunity to all individuals without regard to race, religion, color, sex (including pregnancy, sexual orientation, and gender identity), national origin, disability, age, genetic information, or any other status protected under applicable federal, state, or local laws. Our policy reflects and affirms the organization's commitment to the principles of fair employment and the elimination of all discriminatory practices.
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Other jobs
Chief Finance and Operations Officer
Chicago, IL jobs
One Million Degrees accelerates community college students' progress on career pathways to economic mobility.
Over 60% of students who start community college do not complete a degree or successfully transfer to a four-year institution. However, 84% of jobs in the US require skills training beyond high school. OMD's holistic support model is designed to support community college students as they work toward degrees and careers. From personal and academic coaches to financial assistance and professional development, OMD helps community college students succeed in school, work, and life, transforming their futures and the futures of those around them for generations.
The OMD student support model is rooted in evaluation and evidence: A randomized controlled trial conducted with the University of Chicago Inclusive Economy Lab shows that OMD scholars are 70% more likely to enroll, 94% more likely to persist, 73% more likely to earn a degree.
Currently, OMD serves scholars in all 7 of the City Colleges of Chicago (CCC) and is scaling to reach nearly 3,000 Chicago students by 2026. In addition to its unique CCC partnership, OMD partners with employers across industries to build on-ramps to in-demand jobs through internships and apprenticeships. Alongside this direct service work in Chicago, OMD is also experiencing rapid growth working with higher education institutions and additional partners across Illinois and nationwide, supporting them to build holistic student support models.
Through this growing body of work, OMD continues to have a profound impact in Chicagoland while becoming a national model for sustainable, scalable, and systemic change.
OMD Values:
OMD is deeply committed to our core values, as demonstrated in the work we do, our approach to change and growth, and our commitment to our staff.
Equity: We address historical and existing systemic inequities by taking a holistic approach to supporting students on their path to economic mobility.
Excellence: We hold ourselves to a high bar and provide exceptional support so that students are empowered to achieve their ambitions.
Community: We unite around putting students first, collaborating with partners, and celebrating our collective wins.
Learning: We each adapt to a changing world and refine our approach to support students, community members, staff, and stakeholders along the way.
Amplify: We advocate for our students and share what we've learned as leaders in the field.
Position Summary:
One Million Degrees (OMD) seeks a strategic, data-informed, and operationally innovative Chief Finance and Operations Officer (CFOO) to steward the organization's financial health and operational excellence into the future. Reporting directly to the CEO, the CFOO will serve as a key member of the executive leadership team, providing oversight of finance, accounting, human resources, compliance, technology, and facilities while driving new systems, policies, and initiatives that enhance efficiency and impact.
The ideal candidate is a seasoned leader who thrives in fast-paced environments, embraces change, and brings a strategic mindset to scaling organizations. Partnering closely with the CEO, the CFOO will play a pivotal role in shaping OMD's strategic plan, ensuring the organization is positioned to meet growing needs, expand its reach, and deepen its impact on scholars' economic mobility. This includes fostering a culture of accountability and innovation while serving as a primary liaison to the Board of Directors on financial and operational matters.
Grounded in OMD's commitment to social and racial justice, the CFOO will lead with vision, collaboration, and integrity, building on OMD's strong history while advancing its infrastructure and operational capacity to meet future opportunities and scale aspirations. This is a unique opportunity for an accomplished financial and operations leader to join a mission-driven, rapidly scaling organization and help transform the lives of students nationwide.
Specific duties and responsibilities include:
Providing ultimate oversight to the organization's financial, administrative, and human resources activities;
Working with Leadership Team colleagues to establish the organizational operations strategy and evaluate progress against strategic goals;
Overseeing annual operating budget currently $14M, working closely with finance team to ensure excellent fiscal stewardship and transparency, ensuring strategic budget forecasting and annual planning, and conducting financial modeling and analysis to support current and emerging bodies of work;
Auditing, implementing, and maintaining existing internal systems, moving existing systems from a manual to an automated approach;
Providing oversight to public funding and grant management activities, and reviewing and systematizing a growing portfolio of Memoranda of Understanding (MOUs) to ensure alignment with organizational strategy, operational feasibility, and compliance standards;
Offering insight to interdepartmental initiatives while developing consultative working relationships throughout the organization;
Managing OMD's facilities and lease agreements, negotiating where appropriate;
Driving knowledge management activities and processes to improve quality and efficiency of operations;
Ensuring excellence in core HR functions including supporting the employee lifecycle, performance management, and benefits administration;
Ensuring optimal software platforms and technology infrastructure;
Managing relationship with OMD legal counsel;
Ensuring that key functions are operating in conjunction with one another to maximize impact;
Implementing strategic changes based on data, circumstances, and sound reasoning;
Collaborating with, mentoring, and supporting staff over the Finance, Operations, Technology, Compliance and Human Resources functions including labor responsibilities as OMD is partially unionized;
Leading and developing a high functioning team that embodies a culture of service excellence and achieves performance expectations; and
Overseeing other responsibilities as they arise, such as timely and accurate financial and regulatory reporting, contract review, indirect cost rate negotiation, oversight of defined contribution retirement plan and reporting, institutional operating and capital budget planning and oversight, cash forecasting, and board finance committee engagement.
Qualifications and Requirements:
The ideal candidate will have the following professional and personal background:
Bachelor's degree in business-related field required, and MBA or professional certification such as CPA or CFA preferred
Proven experience as a CFO, COO, or senior finance/operations leader in a nonprofit or mission-driven organization, and 7+ years of management experience
Deep expertise in nonprofit finance, accounting, and compliance
Demonstrated success in scaling organizations and leading change
Strong strategic thinking and analytical skills; fluent in data-informed management
Exceptional communication and leadership abilities
Strong collaborative spirit, embodying a team player and enterprise success-focused mindset
Experience working closely with a Board of Directors
Additionally, a successful candidate will have the following skills, competencies, and characteristics:
Financial & Operational Expertise
Proven experience overseeing core business functions - finance, human resources, information technology, facilities, and compliance - in a scaling organization, and a track record in budgeting, forecasting, and long-term financial planning.
Rigor and insight needed to build out systems, policies, and infrastructure that enable stability and growth, particularly in resource-constrained or evolving environments.
Strong financial acumen to ensure rigorous accounting and compliance while aligning resources with long-term organizational strategy and growth.
Experience overseeing annual financial audits and additional financial reporting requirements, and in driving a culture of compliance to ensure audit readiness.
Proven ability to take an end-to-end view of operations, redesigning and integrating cross-functional systems and processes to drive organizational efficiency and impact, and a track record of driving transformation.
Experience leading complex organizational change, bringing staff along in transitions while ensuring adoption and accountability.
Uses data, metrics, and analysis to drive continuous improvement and guide organizational decision-making.
Collaborative partner to senior leadership and the Board, ensuring transparency and operational excellence.
Strategic & Visionary Leadership
Adept at setting long-term goals, forecasting future needs, and navigating ambiguity.
Decisive yet collaborative in setting priorities, delegating, and ensuring accountability.
Creative problem solver who can simplify complexity and overcome obstacles to achieve goals.
Entrepreneurial mindset with the ability to adapt strategies as the organization grows.
Equity-Driven Change Agent
Brings a builder's mindset to establish foundational tools, like standard operating procedures, employee handbooks, vendor agreements, and team calendars, and leads teams through operational change with transparency, consistency, and care.
Experienced leading change and executing strategy in complex environments.
Balances collaboration with decisiveness to drive progress efficiently.
Champions equity, inclusion, and belonging in organizational systems and culture.
Inspires innovation and entrepreneurial thinking across teams.
Team Leadership & Culture Building
Skilled coach and facilitator who develops high-performing, mission-driven teams.
Fluency in HR practices for managing both unionized and unaffiliated staff.
Fosters transparency, empowerment, and accountability while valuing staff voice.
Deeply committed to diversity, equity, inclusion, and accessibility in practice and culture.
Builds trust and strong relationships with staff, partners, and Board members.
Maintains clarity and composure in high-stakes moments, and demonstrates executive presence, political astuteness, and the judgment needed to manage complexity.
Mission Alignment
Passionate about OMD's mission to advance economic mobility.
Leads with empathy, respect, integrity, and authenticity.
Motivated to address systemic inequities and support student success.
Compensation & Benefits:
Salary is competitive and commensurate with experience. The salary range for this role is $180,000 - $205,000 plus annual bonus eligibility.*
Full Health Benefits - Provided for all full-time employees, including medical, dental, and vision. OMD pays 100% of individual's basic monthly health premium and 80% dependent coverage.
Employee assistance program, which offers confidential emotional support, work-life solutions, legal guidance, financial resources, and more.
Retirement Benefits - For full-time employees, OMD matches retirement contributions up to 4% of total salary.
Generous Paid Time Off Policy - OMD has 12 paid holidays and offers up to 15 days PTO in year one; in addition to two weeks paid time off for winter break.
Compensatory time for designated duties performed outside of normal work hours**.
Monthly cell phone and internet reimbursement up to $50/month.
12 weeks of paid parental leave for birthing and non-birthing parents.
Professional Learning Opportunities - OMD supports employee development in areas relevant to professional and organizational goals and will pay for training such as workshops and conferences as agreed upon by the employee and supervisor.
Hybrid Work Schedule - Currently one in-office day required per week; other days can be remote (in-person day set by you and your manager), and additional in-office days may be needed based on organizational priorities.
*To allow OMD to set salaries based on market data and internal equity, and to ensure fair and equal pay for every role, we offer our best offer first.
**All employees are expected to work a set number of Saturdays and evening hours per year due to organizational-wide events.
One Million Degrees is an equal opportunity employer. We encourage applications from all individuals regardless of age, gender, race, ethnicity, religion, or sexual orientation, and evaluate all candidates based on merit.
Auto-ApplyDirector of Executive Communications for Administration and Finance
San Luis Obispo, CA jobs
The Director of Executive Communications for Administration and Finance is a strategic and collaborative communicator that is responsible for developing and executing compelling and actionable communication strategies that support critical strategic initiatives for the division of Administration and Finance (A&F). As part of a collaborative team, the incumbent is responsible for leading the development of the Senior Vice Presidents of Administration and Finance (SVP A&F) communication strategy to elevate the division and communicate and operational achievements, strategic priorities, and service initiatives to key stakeholders, including a diverse group of faculty, staff, students, student supporters, alumni, and the broader community. The incumbent plays a vital role in shaping and conveying the narrative surrounding administrative priorities, operational excellence, fiscal stewardship, and service to the campus community, aligning divisional communications institutional goals, and the overall mission of the university for both internal and external constituents. This position strengthens community and respect through effective and transparent communications that reflect and support the campus's commitments within the context of a safe, sustainable, and well-managed campus environment. Balancing short-term communication needs with developing strategic communication plans to advance organizational and operational initiatives in a fast-paced, dynamic environment is critical to the success of the Administration and Finance Division's communications efforts. This position also has a dotted line reporting into Cal Poly's central University Communications and Marketing (UCM) division, working in partnership with the UCM team to ensure strategic communications and marketing plans are aligned with the university's goals.
The Director of Executive Communications provides strategic leadership to realize organizational goals through engaging and creative messaging, internal communications, executive messaging, and engagement activities. The director serves as the primary writer for the Senior Vice President and Division, providing a range of executive writing and communication assignments often involving highly sensitive and confidential information. This position works closely with University Communications and Marketing to support media relations and management and crisis communications specific to the Senior Vice President and division. The incumbent collaborates closely with colleagues at all levels across the division of academic affairs and campus, including communication leaders in other divisions and communications and marketing staff within the division of University Communications and Marketing.
The Director of Executive Communications reports directly to the Assistant Vice President of Divisional Operations and works collaboratively with the Senior Vice President and Administration and Finance Senior Leadership team. This is an important point of collaboration and contact to ensure fulfillment of timely, accurate and appropriate communication for all units within A&F including Audit and Consulting Services, Cal Poly Partners, Facilities Management & Development, Financial Services, Information Technology Services, Housing, Operational Business Services, Performing Arts, Public Safety and Strategic Business Services.
Department Summary
The Office of the Senior Vice President for Administration and Finance supports the university's mission by fostering a culture of service, transparency, accountability, and continuous improvement in every aspect of campus operations. The Senior Vice President (SVP) is the chief administrative and financial officer of the university, overseeing the stewardship of campus resources, fiscal accountability, operational effectiveness, and the infrastructure necessary to support Cal Poly's academic and student success mission. The SVP of Administration and Finance reports directly to the University President and serves as a member of the President's Cabinet, working collaboratively with other university divisions to advance strategic initiatives, ensure financial sustainability, and maintain a safe, inclusive, and well-functioning campus environment. The Administration and Finance Division plays a vital role in supporting the university's operational backbone, encompassing areas such as finance, budgeting, facilities, public safety, environmental health and safety, human resources, and divisional operations.
Key Qualifications
* Demonstrated expertise in the development of strategic communications and messaging. Demonstrated experience building and executing comprehensive communications strategies, building compelling internal communications plans, and making complex information comprehensible and compelling for different audiences.
* Highest-level writing skills, with the demonstrated ability to write persuasively on a wide variety of topics and to adapt style for a range of audiences. Thorough knowledge of AP Style, English grammar, spelling, and punctuation.
* Demonstrated research, data gathering and interview skills to compose effective written materials. Experience in crafting speeches & message points covering leadership progress, ceremonial functions, formal events, and announcements. Experience supporting leadership-positioning communication strategies.
* Demonstrated ability to provide advice and assistance to executive leadership regarding sensitive and/or controversial subjects.
* Demonstrated ability to effectively perform work of a highly sensitive and confidential nature, which requires access to information which directly relates to leadership strategies.
Education and Experience
* Bachelor's degree in marketing, communications, public relations, journalism or closely related field and five years of progressively responsible experience in communications. A graduate degree in a related field may be substituted for one year of the required experience. Additional qualifying experience may be substituted for the required education on a year-for-year basis.
Salary and Benefits
The anticipated hiring range for this role is $100,000 - $125,000. Note that the offer is calculated based on the background and relevant years of experience of the individual selected.
Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Anticipated Hiring Range referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Classification Range may be broader than what the University anticipates paying for this position, based on internal equity, budget, and collective bargaining agreements (when applicable).
Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. See our benefits website for additional information.
Cal Poly
Cal Poly is a nationally-ranked public university located in San Luis Obispo, California, and known for its Learn by Doing philosophy. Each year more than 20,000 top-tier students come to San Luis Obispo to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities and the built environment. Cal Poly's hands-on philosophy, small class sizes and close student-faculty mentorships result in graduates ready from day one to impact their communities, California and the world. For more information, visit calpoly.edu.
Equal Opportunity and Excellence in Education and Employment
This position is open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, Cal Poly provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. Cal Poly complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.
Cal Poly is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At Cal Poly, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all.
Supplemental Information
Satisfactory completion of a background check (including a criminal records check) is required for employment. Cal Poly will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.
The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
Cal Poly, San Luis Obispo is not a sponsoring agency for staff or management positions. Applicants for staff and management positions must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
This position may be "Designated" under California State University's Conflict of Interest Code. This would require the filing of a Statement of Economic Interest on an annual basis and the completion of training within 6 months of assuming office and every 2 years thereafter.
Director of Executive Communications for Administration and Finance
San Luis Obispo, CA jobs
The Director of Executive Communications for Administration and Finance is a strategic and collaborative communicator that is responsible for developing and executing compelling and actionable communication strategies that support critical strategic initiatives for the division of Administration and Finance (A&F). As part of a collaborative team, the incumbent is responsible for leading the development of the Senior Vice Presidents of Administration and Finance (SVP A&F) communication strategy to elevate the division and communicate and operational achievements, strategic priorities, and service initiatives to key stakeholders, including a diverse group of faculty, staff, students, student supporters, alumni, and the broader community. The incumbent plays a vital role in shaping and conveying the narrative surrounding administrative priorities, operational excellence, fiscal stewardship, and service to the campus community, aligning divisional communications institutional goals, and the overall mission of the university for both internal and external constituents. This position strengthens community and respect through effective and transparent communications that reflect and support the campus's commitments within the context of a safe, sustainable, and well-managed campus environment. Balancing short-term communication needs with developing strategic communication plans to advance organizational and operational initiatives in a fast-paced, dynamic environment is critical to the success of the Administration and Finance Division's communications efforts. This position also has a dotted line reporting into Cal Poly's central University Communications and Marketing (UCM) division, working in partnership with the UCM team to ensure strategic communications and marketing plans are aligned with the university's goals.
The Director of Executive Communications provides strategic leadership to realize organizational goals through engaging and creative messaging, internal communications, executive messaging, and engagement activities. The director serves as the primary writer for the Senior Vice President and Division, providing a range of executive writing and communication assignments often involving highly sensitive and confidential information. This position works closely with University Communications and Marketing to support media relations and management and crisis communications specific to the Senior Vice President and division. The incumbent collaborates closely with colleagues at all levels across the division of academic affairs and campus, including communication leaders in other divisions and communications and marketing staff within the division of University Communications and Marketing.
The Director of Executive Communications reports directly to the Assistant Vice President of Divisional Operations and works collaboratively with the Senior Vice President and Administration and Finance Senior Leadership team. This is an important point of collaboration and contact to ensure fulfillment of timely, accurate and appropriate communication for all units within A&F including Audit and Consulting Services, Cal Poly Partners, Facilities Management & Development, Financial Services, Information Technology Services, Housing, Operational Business Services, Performing Arts, Public Safety and Strategic Business Services.
Department Summary
The Office of the Senior Vice President for Administration and Finance supports the university's mission by fostering a culture of service, transparency, accountability, and continuous improvement in every aspect of campus operations. The Senior Vice President (SVP) is the chief administrative and financial officer of the university, overseeing the stewardship of campus resources, fiscal accountability, operational effectiveness, and the infrastructure necessary to support Cal Poly's academic and student success mission. The SVP of Administration and Finance reports directly to the University President and serves as a member of the President's Cabinet, working collaboratively with other university divisions to advance strategic initiatives, ensure financial sustainability, and maintain a safe, inclusive, and well-functioning campus environment. The Administration and Finance Division plays a vital role in supporting the university's operational backbone, encompassing areas such as finance, budgeting, facilities, public safety, environmental health and safety, human resources, and divisional operations.
Key Qualifications
Demonstrated expertise in the development of strategic communications and messaging. Demonstrated experience building and executing comprehensive communications strategies, building compelling internal communications plans, and making complex information comprehensible and compelling for different audiences.
Highest-level writing skills, with the demonstrated ability to write persuasively on a wide variety of topics and to adapt style for a range of audiences. Thorough knowledge of AP Style, English grammar, spelling, and punctuation.
Demonstrated research, data gathering and interview skills to compose effective written materials. Experience in crafting speeches & message points covering leadership progress, ceremonial functions, formal events, and announcements. Experience supporting leadership-positioning communication strategies.
Demonstrated ability to provide advice and assistance to executive leadership regarding sensitive and/or controversial subjects.
Demonstrated ability to effectively perform work of a highly sensitive and confidential nature, which requires access to information which directly relates to leadership strategies.
Education and Experience
Bachelor's degree in marketing, communications, public relations, journalism or closely related field and five years of progressively responsible experience in communications. A graduate degree in a related field may be substituted for one year of the required experience. Additional qualifying experience may be substituted for the required education on a year-for-year basis.
Salary and Benefits
The anticipated hiring range for this role is $100,000 - $125,000. Note that the offer is calculated based on the background and relevant years of experience of the individual selected.
Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Anticipated Hiring Range referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Classification Range may be broader than what the University anticipates paying for this position, based on internal equity, budget, and collective bargaining agreements (when applicable).
Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. See our benefits website for additional information.
Cal Poly
Cal Poly is a nationally-ranked public university located in San Luis Obispo, California, and known for its Learn by Doing philosophy. Each year more than 20,000 top-tier students come to San Luis Obispo to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities and the built environment. Cal Poly's hands-on philosophy, small class sizes and close student-faculty mentorships result in graduates ready from day one to impact their communities, California and the world. For more information, visit calpoly.edu.
Equal Opportunity and Excellence in Education and Employment
This position is open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, Cal Poly provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. Cal Poly complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.
Cal Poly is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At Cal Poly, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all.
Supplemental Information
Satisfactory completion of a background check (including a criminal records check) is required for employment. Cal Poly will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.
The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
Cal Poly, San Luis Obispo is not a sponsoring agency for staff or management positions. Applicants for staff and management positions must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
This position may be "Designated" under California State University's Conflict of Interest Code. This would require the filing of a Statement of Economic Interest on an annual basis and the completion of training within 6 months of assuming office and every 2 years thereafter.
University Treasurer
Greensboro, NC jobs
The primary purpose of the University Treasurer position is to provide managerial, supervisory, and accounting expertise in directing the Treasurer's and Student Accounts Offices. This position is responsible for developing and implementing operational procedures that directly impact the effectiveness and efficiency of these units.
The work is complex and emphasizes management of an accounting system designed to produce accurate and timely receivables, collections, and reporting. Internal accounting procedures and policies are determined with considerable independence and sound professional judgment.
The University Treasurer oversees all operations of the Treasurer's Office, ensures the integrity of student financial data within the University's student information system, and prepares internal and external management reports.
The position requires frequent interaction with university leadership, students, parents, state agencies, and other stakeholders in a professional and service-oriented manner.
Primary Function of Organizational Unit
The primary mission of the University Treasurer's Office is to support the University's educational goals through the accurate assessment of student tuition and fees, effective collection processes, and proper receipting of University funds.
The University Treasurer's Office operates within the Division of Business and Finance and reports directly to the University Controller. The office provides leadership and oversight for the following key functions:
* Cash receipting and control
* Student accounts receivable
* Accounting for Foundation housing payables
* Student account billings and student fee transfers
* Student delinquent account collections
* Systems implementation and data integrity
* Endowment investments
* Banner Student Accounts Receivable (A/R)
* Banking relationship management
* E-commerce functions
Minimum Requirements
* Bachelor's Degree in Accounting, Business, Finance or Other Discipline related to the area of assignment with 12 Credit Hours of accounting coursework; or equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.
* General knowledge of banking operations, regulatory policies, and procedures related to student accounts in a higher education environment.
* Proficiency with computer systems, database applications, and personal computer software, including Microsoft Excel and Word.
* Strong supervisory, communication, and interpersonal skills, with the ability to apply sound judgment in financial and personnel decisions.
* Demonstrated ability to manage multiple priorities in a fast-paced environment with a high degree of independence and professionalism.
* Ability to effectively collaborate with diverse stakeholders across departments and levels of the organization.
* Minimum of five (5) years of progressively responsible experience as a Bursar, Assistant Bursar, or in a comparable treasury management role in higher education.
Preferred Years Experience, Skills, Training, Education
* Master's degree in Accounting, Finance, Business Administration, or a related field.
* Experience with Banner Student or a similar Enterprise Resource Planning (ERP) system.
* Working knowledge of governmental and university financial regulations, cash management principles, and receivables and collections processing.
* Demonstrated ability to prepare accurate, meaningful financial reports and communicate complex fiscal information clearly to non-financial audiences.
* Proven success in staff supervision, training, and performance development.
Required License or Certification Is this position eligible for a remote or hybrid work arrangement, consistent with university and state policies. On-site (Employees are primarily in the office and/or have a critical job requirement that requires dedicated office space on-site)
Director of Executive Communications for Administration and Finance
San Luis Obispo, CA jobs
The Office of the Senior Vice President for Administration and Finance supports the university's mission by fostering a culture of service, transparency, accountability, and continuous improvement in every aspect of campus operations. The Senior Vice President (SVP) is the chief administrative and financial officer of the university, overseeing the stewardship of campus resources, fiscal accountability, operational effectiveness, and the infrastructure necessary to support Cal Poly's academic and student success mission. The SVP of Administration and Finance reports directly to the University President and serves as a member of the President's Cabinet, working collaboratively with other university divisions to advance strategic initiatives, ensure financial sustainability, and maintain a safe, inclusive, and well-functioning campus environment. The Administration and Finance Division plays a vital role in supporting the university's operational backbone, encompassing areas such as finance, budgeting, facilities, public safety, environmental health and safety, human resources, and divisional operations.
Key Qualifications
* Demonstrated expertise in the development of strategic communications and messaging. Demonstrated experience building and executing comprehensive communications strategies, building compelling internal communications plans, and making complex information comprehensible and compelling for different audiences.
* Highest-level writing skills, with the demonstrated ability to write persuasively on a wide variety of topics and to adapt style for a range of audiences. Thorough knowledge of AP Style, English grammar, spelling, and punctuation.
* Demonstrated research, data gathering and interview skills to compose effective written materials. Experience in crafting speeches & message points covering leadership progress, ceremonial functions, formal events, and announcements. Experience supporting leadership-positioning communication strategies.
* Demonstrated ability to provide advice and assistance to executive leadership regarding sensitive and/or controversial subjects.
* Demonstrated ability to effectively perform work of a highly sensitive and confidential nature, which requires access to information which directly relates to leadership strategies.
Education and Experience
* Bachelor's degree in marketing, communications, public relations, journalism or closely related field and five years of progressively responsible experience in communications. A graduate degree in a related field may be substituted for one year of the required experience. Additional qualifying experience may be substituted for the required education on a year-for-year basis.
Salary and Benefits
The anticipated hiring range for this role is $100,000 - $125,000. Note that the offer is calculated based on the background and relevant years of experience of the individual selected.
Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Anticipated Hiring Range referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Classification Range may be broader than what the University anticipates paying for this position, based on internal equity, budget, and collective bargaining agreements (when applicable).
Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. See our benefits website for additional information.
Cal Poly
Cal Poly is a nationally-ranked public university located in San Luis Obispo, California, and known for its Learn by Doing philosophy. Each year more than 20,000 top-tier students come to San Luis Obispo to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities and the built environment. Cal Poly's hands-on philosophy, small class sizes and close student-faculty mentorships result in graduates ready from day one to impact their communities, California and the world. For more information, visit calpoly.edu.
Equal Opportunity and Excellence in Education and Employment
This position is open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, Cal Poly provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. Cal Poly complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.
Cal Poly is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At Cal Poly, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all.
Supplemental Information
Satisfactory completion of a background check (including a criminal records check) is required for employment. Cal Poly will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.
The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
Cal Poly, San Luis Obispo is not a sponsoring agency for staff or management positions. Applicants for staff and management positions must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
This position may be "Designated" under California State University's Conflict of Interest Code. This would require the filing of a Statement of Economic Interest on an annual basis and the completion of training within 6 months of assuming office and every 2 years thereafter.
Advertised: Nov 20 2025 Pacific Standard Time
Applications close:
TREASURER/BOOKKEEPER I (25-26 SY)
Charlotte, NC jobs
JOB GOAL Responsible for performing intermediate clerical and bookkeeping work in examination, analysis, and verification of accounting records in a school setting. Duties are varied and include maintaining bookkeeping control of funds disbursed and received, and preparing financial data required for fiscal management.
Essential Duties & Responsibilities
* Maintains a complete and systematic set of records of all financial transactions as required by federal, state, and school board rules, regulations, policies, and laws. Reviews and reconciles accounts and budget reports on a monthly basis. Assists in district directed audits of records and accounts.
* Assists principal with budget development.
* Analyzes, verifies and reconciles school budget reports to maximize the use of funds in compliance with local, state and federal fiscal requirements.
* Initiates, prepares, and verifies payment requests, (direct payments, purchase orders, travel requests), reviews for proper documentation, and obtains necessary approvals.
* Purchases goods and services for the school using a variety of approved methods. Initiates all purchase orders, obtains quotes for goods and services, obtains necessary approvals, and maintains accurate records of transactions and inventory.
* Initiates and reviews school contracts and prepares supporting documentation to ensure compliance with policies and procedures.
* Verifies and records cash collections by school staff, including but not limited to field trip, fundraising, and athletic activities. Posts activities on the online payment platform. Issues check payment to field trips vendors, athletic event officials, and other vendors as required.
* Manages the school's checking account ensuring bank deposits are made according to policy and prepares monthly reconciliation of the school's checking account.
* Prepares sales and use tax reports to process payment of tax.
* Initiates, prepares, and processes transactions relating to the school's purchasing card, tracks expenditures, reconciles balances on a monthly basis, and maintains records of all purchases.
* Composes reports and records for review as well as financial correspondence for principal's approval and signature.
* Maintains accounts payable files for verification of receipt of items.
* Prepares and enters invoices; updates customer lists and transactions; prepares journal entries for distribution.
* Performs various payroll duties as assigned.
* Trains other staff to ensure they are familiar with and able to perform the essential treasurer duties in the absence of the school treasurer.
* Answers inquiries from staff and parents pertaining to interpretation of school district's financial policies and procedures.
* Performs other related duties as assigned.
NOTE: On-site attendance is an essential function of this position.
SUPERVISORY RESPONSIBILITY
None.
MINIMUM REQUIREMENTS
Knowledge, Skills & abilities
* Considerable knowledge of bookkeeping/accounting practices for cash management, revenue, and expenses
* Ability to effectively organize and maintain records
* Ability to interpret standard accounting and financial statements
* Ability to prepare reports and business correspondence
* Ability to maintain confidentiality
* Excellent customer service skills with the ability to calmly route concerns to appropriate staff
* Ability to learn pertinent district policies and procedures rapidly, apply them in appropriate situations, and explain them to staff, parents, students, and the public
* Ability to exercise independent judgment and initiative in completing work assignments and determine when to refer situations to supervisor;
* Ability to reason, work, and problem-solve independently in order to carry assignments to completion according to expected timelines while adhering to established policies and procedures
* Ability to communicate effectively with a variety of audiences, orally and in writing, including electronic media
* Working knowledge of computer programs, including email, word processing, spreadsheets, and databases
* Excellent time management skills and ability to organize, prioritize, manage and carry out duties efficiently and within established timeframes
* Ability to establish and maintain collaborative working relationships with all stakeholders
Education, Training & Experience
* Associate's degree in a relevant field
* Two years accounting/bookkeeping experience
OR
* Any equivalent combination of education and experience which provides the required knowledge, skills, and abilities to perform the essential duties and responsibilities of the position
Certificates, Licenses & Registrations
*
Preferred qualifications
* Associate degree in business or accounting
* Bookkeeping/Accounting experience in a school district or similar environment
* Bilingual English/Spanish (fluent verbal and written) skills
TREASURER/BOOKKEEPER I / 25-26
Charlotte, NC jobs
JOB GOAL Responsible for performing intermediate clerical and bookkeeping work in examination, analysis, and verification of accounting records in a school setting. Duties are varied and include maintaining bookkeeping control of funds disbursed and received, and preparing financial data required for fiscal management.
Essential Duties & Responsibilities
* Maintains a complete and systematic set of records of all financial transactions as required by federal, state, and school board rules, regulations, policies, and laws. Reviews and reconciles accounts and budget reports on a monthly basis. Assists in district directed audits of records and accounts.
* Assists principal with budget development.
* Analyzes, verifies and reconciles school budget reports to maximize the use of funds in compliance with local, state and federal fiscal requirements.
* Initiates, prepares, and verifies payment requests, (direct payments, purchase orders, travel requests), reviews for proper documentation, and obtains necessary approvals.
* Purchases goods and services for the school using a variety of approved methods. Initiates all purchase orders, obtains quotes for goods and services, obtains necessary approvals, and maintains accurate records of transactions and inventory.
* Initiates and reviews school contracts and prepares supporting documentation to ensure compliance with policies and procedures.
* Verifies and records cash collections by school staff, including but not limited to field trip, fundraising, and athletic activities. Posts activities on the online payment platform. Issues check payment to field trips vendors, athletic event officials, and other vendors as required.
* Manages the school's checking account ensuring bank deposits are made according to policy and prepares monthly reconciliation of the school's checking account.
* Prepares sales and use tax reports to process payment of tax.
* Initiates, prepares, and processes transactions relating to the school's purchasing card, tracks expenditures, reconciles balances on a monthly basis, and maintains records of all purchases.
* Composes reports and records for review as well as financial correspondence for principal's approval and signature.
* Maintains accounts payable files for verification of receipt of items.
* Prepares and enters invoices; updates customer lists and transactions; prepares journal entries for distribution.
* Performs various payroll duties as assigned.
* Trains other staff to ensure they are familiar with and able to perform the essential treasurer duties in the absence of the school treasurer.
* Answers inquiries from staff and parents pertaining to interpretation of school district's financial policies and procedures.
* Performs other related duties as assigned.
NOTE: On-site attendance is an essential function of this position.
SUPERVISORY RESPONSIBILITY
None.
MINIMUM REQUIREMENTS
Knowledge, Skills & abilities
* Considerable knowledge of bookkeeping/accounting practices for cash management, revenue, and expenses
* Ability to effectively organize and maintain records
* Ability to interpret standard accounting and financial statements
* Ability to prepare reports and business correspondence
* Ability to maintain confidentiality
* Excellent customer service skills with the ability to calmly route concerns to appropriate staff
* Ability to learn pertinent district policies and procedures rapidly, apply them in appropriate situations, and explain them to staff, parents, students, and the public
* Ability to exercise independent judgment and initiative in completing work assignments and determine when to refer situations to supervisor;
* Ability to reason, work, and problem-solve independently in order to carry assignments to completion according to expected timelines while adhering to established policies and procedures
* Ability to communicate effectively with a variety of audiences, orally and in writing, including electronic media
* Working knowledge of computer programs, including email, word processing, spreadsheets, and databases
* Excellent time management skills and ability to organize, prioritize, manage and carry out duties efficiently and within established timeframes
* Ability to establish and maintain collaborative working relationships with all stakeholders
Education, Training & Experience
* Associate's degree in a relevant field
* Two years accounting/bookkeeping experience
OR
* Any equivalent combination of education and experience which provides the required knowledge, skills, and abilities to perform the essential duties and responsibilities of the position
Certificates, Licenses & Registrations
*
Preferred qualifications
* Associate degree in business or accounting
* Bookkeeping/Accounting experience in a school district or similar environment
* Bilingual English/Spanish (fluent verbal and written) skills
TREASURER/BOOKKEEPER I/ (25-26)
Charlotte, NC jobs
JOB GOAL Responsible for performing intermediate clerical and bookkeeping work in examination, analysis, and verification of accounting records in a school setting. Duties are varied and include maintaining bookkeeping control of funds disbursed and received, and preparing financial data required for fiscal management.
Essential Duties & Responsibilities
* Maintains a complete and systematic set of records of all financial transactions as required by federal, state, and school board rules, regulations, policies, and laws. Reviews and reconciles accounts and budget reports on a monthly basis. Assists in district directed audits of records and accounts.
* Assists principal with budget development.
* Analyzes, verifies and reconciles school budget reports to maximize the use of funds in compliance with local, state and federal fiscal requirements.
* Initiates, prepares, and verifies payment requests, (direct payments, purchase orders, travel requests), reviews for proper documentation, and obtains necessary approvals.
* Purchases goods and services for the school using a variety of approved methods. Initiates all purchase orders, obtains quotes for goods and services, obtains necessary approvals, and maintains accurate records of transactions and inventory.
* Initiates and reviews school contracts and prepares supporting documentation to ensure compliance with policies and procedures.
* Verifies and records cash collections by school staff, including but not limited to field trip, fundraising, and athletic activities. Posts activities on the online payment platform. Issues check payment to field trips vendors, athletic event officials, and other vendors as required.
* Manages the school's checking account ensuring bank deposits are made according to policy and prepares monthly reconciliation of the school's checking account.
* Prepares sales and use tax reports to process payment of tax.
* Initiates, prepares, and processes transactions relating to the school's purchasing card, tracks expenditures, reconciles balances on a monthly basis, and maintains records of all purchases.
* Composes reports and records for review as well as financial correspondence for principal's approval and signature.
* Maintains accounts payable files for verification of receipt of items.
* Prepares and enters invoices; updates customer lists and transactions; prepares journal entries for distribution.
* Performs various payroll duties as assigned.
* Trains other staff to ensure they are familiar with and able to perform the essential treasurer duties in the absence of the school treasurer.
* Answers inquiries from staff and parents pertaining to interpretation of school district's financial policies and procedures.
* Performs other related duties as assigned.
NOTE: On-site attendance is an essential function of this position.
SUPERVISORY RESPONSIBILITY
None.
MINIMUM REQUIREMENTS
Knowledge, Skills & abilities
* Considerable knowledge of bookkeeping/accounting practices for cash management, revenue, and expenses
* Ability to effectively organize and maintain records
* Ability to interpret standard accounting and financial statements
* Ability to prepare reports and business correspondence
* Ability to maintain confidentiality
* Excellent customer service skills with the ability to calmly route concerns to appropriate staff
* Ability to learn pertinent district policies and procedures rapidly, apply them in appropriate situations, and explain them to staff, parents, students, and the public
* Ability to exercise independent judgment and initiative in completing work assignments and determine when to refer situations to supervisor;
* Ability to reason, work, and problem-solve independently in order to carry assignments to completion according to expected timelines while adhering to established policies and procedures
* Ability to communicate effectively with a variety of audiences, orally and in writing, including electronic media
* Working knowledge of computer programs, including email, word processing, spreadsheets, and databases
* Excellent time management skills and ability to organize, prioritize, manage and carry out duties efficiently and within established timeframes
* Ability to establish and maintain collaborative working relationships with all stakeholders
Education, Training & Experience
* Associate's degree in a relevant field
* Two years accounting/bookkeeping experience
OR
* Any equivalent combination of education and experience which provides the required knowledge, skills, and abilities to perform the essential duties and responsibilities of the position
Certificates, Licenses & Registrations
*
Preferred qualifications
* Associate degree in business or accounting
* Bookkeeping/Accounting experience in a school district or similar environment
* Bilingual English/Spanish (fluent verbal and written) skills
Treasurer
Houston, TX jobs
Department: Fin Treasury - Treasurers Ofc Contract Months:12 Salary Range: $190,000.00 - $235,000.00 Academic Year: 25-26 Responsible for the direction and management of the treasury activities for the district. Ensures that financial transactions, policies and procedures meet district objectives, needs, and regulatory body requirements. Directs the district banking, debt, and investment functions.
MAJOR DUTIES & RESPONSIBILITIES
* Analyzes capital markets for financial risk management and investment opportunities while planning appropriate district responses. Initiates investment of available funds. Develops and supervises investment reporting. Formulates changes to investment policy.
* Manages system of daily cash and liquidity requirements. Develops and oversees cash flow forecasts and methodologies. Formulates and implements changes to cash policies and procedures.
* Directs Debt Manager in the performance of district debt management activity including issuance of board approved debt, financial regulatory and management reporting, payment processing, and policy compliance. Formulates changes to debt management policy. Develops debt service budget requirements and budget to actual variance reporting.
* Significant responsibilities in preparation of annual financial report (CAFR).
* Oversees responsibilities for reconciliations of bank and general ledger accounts, collateral monitoring and payment issuance process. Monitors treasury compliance with internal controls.
* Manages bank and brokerage relationships. Plans internal treasury staff development and training.
* Performs other job-related duties as assigned.
MAJOR DUTIES & RESPONSIBILITIES CONTINUED
EDUCATION
Bachelor's Degree
WORK EXPERIENCE
7+ years
SKILL AND/OR REQUIRED LICENSING/CERTIFICATION
CPA, CTP, CFA or similar certifications or securities licensing preferred.
Software skills related to spreadsheets and/or Microsoft Office required.
LEADERSHIP RESPONSIBILITIES
Senior Management. Manages a department or multiple major disciplines, often through subordinate management. Regularly manages staff in the completion of large-scale projects or a very closely related set of projects/initiatives often spanning multiple disciplines. Receives strategies and broad departmental objectives from senior leadership; establishes operational objectives and work plans; delegates assignments to subordinate management and staff. Allocates resources according to priorities and serves as the primary decision maker regarding hiring, performance and budget recommendations.
WORK COMPLEXITY/INDEPENDENT JUDGMENT
Work is substantially complex, varied and regularly requires the selection and application of technical and detailed guidelines. Independent judgment is required to identify, select, and apply the most appropriate methods as well as interpret precedent. Position regularly makes recommendations to management on areas of significance to the department. Supervision received typically consists of providing direction on the more complex projects and new job duties and priorities.
BUDGET AUTHORITY
Specifies requirements for a plan and/or budget.
PROBLEM SOLVING
Decisions are made with greater freedom and discretion, including recommendations that are subject to approval on matters that may affect multiple departments across HISD. Job is frequently expected to recommend new solutions to problems, to improve existing methods/procedures/services and generate new ideas. May also review decisions made by other individuals on more routine matters.
IMPACT OF DECISIONS
Decisions have moderate to significant impact to the facility/department or division, causing increased satisfaction or dissatisfaction; producing efficiencies or delays; promoting or inhibiting personal intellectual or professional development; and/or contributing to financial gain or expense. Errors may be serious, usually not subject to direct verification or check, causing losses such as improper cost calculations, overpayment or improper utilization of labor, materials or equipment. Effect usually confined to the organization itself and may be short or long term.
COMMUNICATION/INTERACTIONS
Collaborate and solve problems - works with others to resolve problems, clarify or interpret complex information/policies, and provide initial screening/negotiations without approval authority. Interactions are typically with customers, senior level professional staff, and managers.
CUSTOMER RELATIONSHIPS
Regularly assesses and diffuses complex, and escalated customer issues. Takes personal responsibility and accountability for solving systemic customer service problems. Regularly explores alternative and creative solutions to meeting the needs of the customer within HISD's policies and guidelines.
WORKING/ENVIRONMENTAL CONDITIONS
Work is normally performed in a typical interior work environment which does not subject the employee to any hazardous or unpleasant elements.
Ability to carry and/or lift up to 15 pounds.
Houston Independent School District is an equal opportunity employer.
Part Time Treasurer
Indiana jobs
Administrative Assistant/Secretarial/Clerical/Treasurer
Contact: Stacey Brown, Assistant Principal, Hamilton Southeastern Schools
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Attachment(s):
Job Description
Salary Schedule
Treasurer
Houston, TX jobs
QUALIFICATIONS: * Bachelor's degree from a recognized, accredited college or university with a major in accounting, finance, or related field. * Minimum of five (5) years' experience in an accounting office, school district accounting office preferred.
* Experience in banking, investments, securities or other treasury functions preferred.
* Experience in bond and arbitrage administration preferred.
* Ability to analyze and interpret financial data, evaluate accounting transactions, and recommend improved procedures.
* Demonstrated knowledge of governmental accounting and auditing principles established by the Governmental Accounting Standards Board (GASB).
* Ability to multi-task, organize, and prioritize projects.
* Self-motivated with strong communication and interpersonal skills.
TERMS OF EMPLOYMENT: Probationary/Term Contract: 250 days
SALARY:
$78,206 (BA-5)
Salary Range (based on experience) as set by the Board of Trustees for the school year
ESSENTIAL FUNCTIONS:
* Manage the investment of district funds in accordance with Public Funds Investment Act and all federal, state, and local policies.
* Prepare and maintain accounting records of District investments, banking, and related transactions, ensuring timely and accurate entry into the general ledger.
* Assist in bond administration, including debt services, arbitrage reporting and compliance with all reporting regulations.
* Monitor District's daily banking activities and collateralization of bank balances.
* Monitor District's cash to ensure cash is adequately secured and has available funds to fulfill financial commitments.
* Prepare monthly, quarterly, and annual reports on the status and performance of the investment portfolios.
* Prepare comprehensive reports detailing cash flow analysis, fund comparisons, and financial forecasts across all District accounts.
* Oversee the execution and retention of agreements between the District and brokers involved in investment transactions.
* Serves as the security administrator for all banking system modules, overseeing access controls and ensuring compliance with policies and procedures.
* Prepare the depository bid and manage the banking relationship to support the operational needs of the District.
* Identify and evaluate new investment opportunities and cash management strategies that comply with state regulations and improve the District's financial returns.
* Review, update, and document District's cash and investment policies to facilitate efficient cash management.
* Perform other duties as assigned by the Director of Financial Services.
WORKING CONDITIONS:
Mental Demands/Physical Demands/Environmental Factors:
Maintain emotional control under stress. Occasional district-wide travel; frequent prolonged and irregular hours.
INQUIRIES:
Adam Leal, Director, Financial Services
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APPLICATION INFORMATION:
Human Resources
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DEADLINE TO APPLY:
Until filled
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Vice Chancellor for Budget & Finance/Chief Operating Officer
Asheville, NC jobs
Located in the Blue Ridge Mountains in Western North Carolina, UNC Asheville is the designated public liberal arts campus in the University of North Carolina system. UNC Asheville is nationally known for the quality of our student-centered teaching, mentoring of undergraduates in research, interdisciplinary learning, and striving to be an inclusive campus community.
UNC Asheville is committed to promoting diversity and a work environment that encourages knowledge of, respect for, and the ability to engage with those of other cultures or backgrounds. The successful candidate is expected to foster an inclusive work culture where uniqueness of beliefs, backgrounds, talents, capabilities and ways of living are respected and welcomed.
Position Type EHRA Staff Title Vice Chancellor for Budget & Finance/Chief Operating Officer Position Number 000027 Recruitment Range Commensurate with experience (Anticipated hiring range $225,000-$240,000) and up to 50% bonus potential. Work Schedule and Hours
Typical administrative workload. Office hours are Monday-Friday from 8am to 5pm. This position will also require night and weekend work as needed and includes travel for work related activities.
Full-Time / Part-Time Full-Time Months per Year 12 Months Position Summary
Reporting directly to the Chancellor, and serving as a member of the senior leadership team, the Vice Chancellor for Budget & Finance and Chief Operating Officer will be the institutional leader in the areas of Finance, Campus Operations, Human Resources, and Master Planning. This visible leadership role will be responsible for the strategic direction and effectiveness of the University's fiscal, business, and operational affairs and those of the UNC Asheville Foundation.
The Vice Chancellor serves as a vitally important senior member of the administration and is expected to provide proactive, strategic advice to the Chancellor regarding the achievement of the mission of the University through sophisticated financial and administrative policies and procedures. This position establishes clear priorities and practices that ensure fiscal accountability at all levels. This position provides leadership to the budget development process. The Vice Chancellor is responsible for the long-term planning and forecasting of existing and potential new revenue streams and funding opportunities, in partnership with the Chancellor and other institutional leaders.
The position requires a person of high integrity who is a strategically focused, visionary leader with meaningful leadership experience in financial management, including the management of complex budgets and integrating budget decisions and strategic planning that will ensure institutional efficiency.
FLSA Exempt Required Education/Experience/Skills
* Master's degree in a related field. May also consider a Bachelor's and significant equivalent experience.
* Minimum of five to seven years of senior level experience in the area of budget and finance, preferably in higher education or comparable environment.
* Demonstrated leadership skills in complex environments.
* Entrepreneurial
* Demonstrated use of data-driven decisions to advanced institutional priorities related to fiscal and operational affairs.
Preferred Education/Experience/Skills
* Master's degree in business, accounting, finance, public administration, or equivalent.
* Career history that shows progressively increasing responsibility for financial and business operations in higher education, public administration, or in an organization of significant size and complexity.
* CPA license, or other field-related certification or credential.
* A visionary, strategic, and inclusive leader committed to the highest standards of integrity, problem solving and communication.
* Demonstrated facilities planning and construction project experience.
* Demonstrated understanding or management of information technology operations.
* Evidence of being innovative and creative, particularly related to solving complex business and financial problems that lead to cost savings, revenue generation, service enhancements, or other types of value-added innovation.
Knowledge, Skills and Abilities
* Ability to maintain confidentiality, employ excellent problem-solving and conflict resolution strategies, use responsible independent judgment, and work collaboratively with different constituencies in a diverse and dynamic university community.
* An in-depth understanding of and commitment to the distinctive public liberal arts mission of the institution.
* Knowledge, proven management skills and analytical problem solving abilities relevant to the diverse areas the Vice Chancellor will supervise (budget, finance, master planning and real estate, facilities planning, facilities management, information technology, sustainability, and grants and contracts administration).
* Experience managing a complex budget, integrating budget decisions with strategic planning, and ensuring institutional efficiency.
* Ability to effectively collaborate with other leaders in strategic planning, budgeting, and organizational management to achieve organizational goals.
* Demonstrated ability to interact effectively with a broad range of external constituencies, such as news media, governing boards, corporations, and various levels of state and local government.
* Demonstrated ability to create partnerships in developing and implementing goals.
* Flexibility and willingness to operate in a consensus-driven environment.
* Ability and commitment to safeguard all fiscal, human, technological and physical assets with ethical practices, strong internal controls, and corrective action to address any potential audit findings.
* Effective communication and excellent supervisory and management skills, with the ability to work effectively in a team-oriented environment.
Posting Detail Information
Special Instructions to the Applicant
Applications must be submitted online no later than 11:59 p.m. (EST) on the closing date for each specific position. Please note that any documents submitted to Human Resources or the hiring departments become property of UNC Asheville and will not be returned.
Official verification from each college/university you have attended are required upon employment, and will be requested directly from the college/university by Human Resources or from the National Student Clearinghouse. Any expense will be the responsibility of the employee. Educational degrees must be from an appropriately accredited institution.
If no applicants apply who meet the required competency and training and experience requirements, management may consider other applicants. Salary would be determined based on competencies, equity, budget, and market considerations.
It is the policy of UNC Asheville to conduct pre-employment background investigations on all candidates selected for employment. If hired, the candidate will be required to submit proof of eligibility to work in the United States. New employees are paid only by direct deposit to the financial institution of their choice.
Posting Number E0533 Posting date 10/24/2025 Closing date Open Until Filled Yes
Administration/Treasurer
Date Available: 08/01/2026
Closing Date:
Office Support Iii-Treasurer Elementary
North Carolina jobs
Classified - Clerical Treasurer/School Treasurer
Fair Labor Standards Act Classification: Non-Exempt
Position Term: 12 month
Classification: Continuing
Time Basis: Full-Time
Position Type: Classified
Benefits: Full
Starting Salary: $16.23 per hour
Pay Grade: 59
GCS Salary Schedules
Attachment(s):
OFFICE SUPPORT III-TREASURER ELEM
Office Support Iii-Treasurer Elementary
North Carolina jobs
Classified - Clerical Treasurer/School Treasurer
District: Guilford County Schools
Fair Labor Standards Act Classification: Non-Exempt
Position Term: 12 month
Classification: Continuing
Time Basis: Full-Time
Position Type: Classified
Benefits: Full
Starting Salary: $16.23 per hour
Pay Grade: 59
GCS Salary Schedules
Attachment(s):
OFFICE SUPPORT III-TREASURER ELEM
Treasurer - K-6
Indiana jobs
Office Support Staff/TREASURER
Treasurer - K-6
Position Purpose
Perform basic accounting procedures for the school's Extra Curricular funds. Adhere to building protocols and board policy as it relates to student and visitor access. Prioritize the security of the students as they enter and exit the office area. The position receives general supervision within a framework of well-defined policies and procedures. The position requires accurate financial reporting and daily data entry. The position also requires a skill set that reflects attention to detail, accuracy, problem solving and the ability to work independently with effective communication skills. Provide clerical support to principal and staff as assigned.
Essential Job Functions
Attend all Treasurer Meetings, assigned Building Meetings, assigned State Board of Account Meetings and perform all duties as outlined by State Law, Board Policy, State Board of Accounts Regulations and Federal Regulations.
Reconcile ticket sales for extracurricular activities and events, if necessary.
Post funds received for deposit and coordinate timely receipting and depositing of funds by other office or administrative staff.
Obtain principal approval and signature of balance on all accounts each month after accurate bank reconciliation.
Manage Vendor Maintenance including Vendor Checklist/W-9 completion.
Manage Credit Card Reconciliation and double-checking receipts and billing statements.
Assist with debts and collections.
Assist with Withdraws and Enrollee data entry.
Assist with distribution of internal and external mail, including postage and occasionally in house deliveries of paperwork.
Manage Record Storage, Filing and General Office Organization, as time permits.
Work with business office to maintain financial systems. Process fees, collections, claims, invoices, purchase orders to ensure proper accounting and reconciliation for all purchases, supplies and services. Prioritize purchases from Amazon, Spending Bridge, and PO customers.
Provide reports to all stakeholders for financial accounting for all areas within oversight. Reconcile bank statement with the principal monthly. Reconcile credit card statement monthly. Reconcile all cash. Provide required documentation for Credit Card bills. Work closely with Principal and Assistant Principal processing, monitoring, and reporting spending and receipting from ECA accounts.
Process payments timely to keep posting to various accounts up-to-date so a current balance can be provided at all times.
Prepare and enter end of year financial reports and required Gateway system information.
Prepare deposit of daily receipts.
Obtain studies or investigate comparative pricing, quotes, quantity of goods, quality of goods and services purchases using accepted purchasing guidelines and maintain all records.
Collect and receipt fees. Maintain file of payments and work with parents and other departments as needed regarding Federal Assistance applications.
Maintain financial records and oversee all other financial transaction entry. Includes processing NSF checks, paying bookstore sales tax, requesting supplies for the position, processing credit card payments, collecting debt fees, entering debts into database, mailing invoices, financial processing for withdraw students, providing documentation as requested or needed.
Along with all other office staff: welcome, screen, and direct visitors to appropriate areas and ensure students are released to appropriate adults.
Initial point of contact for visitors or staff for finance related questions.
Record Storage, Filing and General Office Organization.
Assist with payroll service reports and Timeclock Plus.
Assist with other duties as assigned.
Equipment
Use standard office equipment such as personal computers, printer, copier and fax machines, calculator and telephone.
Travel Requirements
Travel to school district buildings and professional meetings as required.
Pay Rate
$18.90 per hour.
Work Schedule
8 hours per day.
205 days per year.
Knowledge, Skills and Abilities
Requires effective communication skills.
Ability to work well with others and maintain a positive attitude.
Excellent verbal and written communication skills needed to interact with students, parents/guardians, teachers, school administrators, building staff and district staff.
Ability to maintain confidential information.
Basic knowledge of accounting principles.
Ability to work in a fast-paced environment with multiple distractions while ensuring the accuracy of accounting for financial transactions.
Basic knowledge of Microsoft Excel, Microsoft Word, and General Communication software.
Ability to prepare and maintain accurate records.
Ability to multi-task and work with detailed information and data.
Ability to meet deadlines and schedules.
Guidelines consist of Generally Accepted Accounting Principles and theories of fiscal management and accounting, as well as, federal and state law, policy and procedures as they apply to fiscal management and accounting.
Physical and Mental Demands, Work Hazards
Seldom = Less than 25% Occasional = 26 to 50% Often = 51 to 75% Very Frequent = Greater than 75%
Physical Requirement
Percentage of Time
Ability to stand for extended periods of time.
Seldom
Ability to lift 25 pounds.
Occasional
Ability to carry 25 pounds.
Seldom
Ability to work at a desk, conference table or in meetings of various configurations.
Very Frequent
Ability to see for the purpose of reading laws and codes, rules and policies and other printed matter.
Very Frequent
Ability to communicate so others will be able to clearly understand a normal conversation.
Very Frequent
Ability to operate job-related equipment.
Very Frequent
Ability to reach in all directions.
Very Frequent
License/ Registration/ Certification
N/A
Education
High School Diploma or equivalent.
Experience
Previous School Treasurer experience preferred.
Five years of general clerical experience preferred.
FLSA Status: Non-exempt
Apply online: **************************************************
Treasurer - K-6
Indiana jobs
Office Support Staff/TREASURER
Treasurer - K-6
Position Purpose
Perform basic accounting procedures for the school's Extra Curricular funds. Adhere to building protocols and board policy as it relates to student and visitor access. Prioritize the security of the students as they enter and exit the office area. The position receives general supervision within a framework of well-defined policies and procedures. The position requires accurate financial reporting and daily data entry. The position also requires a skill set that reflects attention to detail, accuracy, problem solving and the ability to work independently with effective communication skills. Provide clerical support to principal and staff as assigned.
Essential Job Functions
Attend all Treasurer Meetings, assigned Building Meetings, assigned State Board of Account Meetings and perform all duties as outlined by State Law, Board Policy, State Board of Accounts Regulations and Federal Regulations.
Reconcile ticket sales for extracurricular activities and events, if necessary.
Post funds received for deposit and coordinate timely receipting and depositing of funds by other office or administrative staff.
Obtain principal approval and signature of balance on all accounts each month after accurate bank reconciliation.
Manage Vendor Maintenance including Vendor Checklist/W-9 completion.
Manage Credit Card Reconciliation and double-checking receipts and billing statements.
Assist with debts and collections.
Assist with Withdraws and Enrollee data entry.
Assist with distribution of internal and external mail, including postage and occasionally in house deliveries of paperwork.
Manage Record Storage, Filing and General Office Organization, as time permits.
Work with business office to maintain financial systems. Process fees, collections, claims, invoices, purchase orders to ensure proper accounting and reconciliation for all purchases, supplies and services. Prioritize purchases from Amazon, Spending Bridge, and PO customers.
Provide reports to all stakeholders for financial accounting for all areas within oversight. Reconcile bank statement with the principal monthly. Reconcile credit card statement monthly. Reconcile all cash. Provide required documentation for Credit Card bills. Work closely with Principal and Assistant Principal processing, monitoring, and reporting spending and receipting from ECA accounts.
Process payments timely to keep posting to various accounts up-to-date so a current balance can be provided at all times.
Prepare and enter end of year financial reports and required Gateway system information.
Prepare deposit of daily receipts.
Obtain studies or investigate comparative pricing, quotes, quantity of goods, quality of goods and services purchases using accepted purchasing guidelines and maintain all records.
Collect and receipt fees. Maintain file of payments and work with parents and other departments as needed regarding Federal Assistance applications.
Maintain financial records and oversee all other financial transaction entry. Includes processing NSF checks, paying bookstore sales tax, requesting supplies for the position, processing credit card payments, collecting debt fees, entering debts into database, mailing invoices, financial processing for withdraw students, providing documentation as requested or needed.
Along with all other office staff: welcome, screen, and direct visitors to appropriate areas and ensure students are released to appropriate adults.
Initial point of contact for visitors or staff for finance related questions.
Record Storage, Filing and General Office Organization.
Assist with payroll service reports and Timeclock Plus.
Assist with other duties as assigned.
Equipment
Use standard office equipment such as personal computers, printer, copier and fax machines, calculator and telephone.
Travel Requirements
Travel to school district buildings and professional meetings as required.
Pay Rate
$18.90 per hour.
Work Schedule
8 hours per day.
205 days per year.
Knowledge, Skills and Abilities
Requires effective communication skills.
Ability to work well with others and maintain a positive attitude.
Excellent verbal and written communication skills needed to interact with students, parents/guardians, teachers, school administrators, building staff and district staff.
Ability to maintain confidential information.
Basic knowledge of accounting principles.
Ability to work in a fast-paced environment with multiple distractions while ensuring the accuracy of accounting for financial transactions.
Basic knowledge of Microsoft Excel, Microsoft Word, and General Communication software.
Ability to prepare and maintain accurate records.
Ability to multi-task and work with detailed information and data.
Ability to meet deadlines and schedules.
Guidelines consist of Generally Accepted Accounting Principles and theories of fiscal management and accounting, as well as, federal and state law, policy and procedures as they apply to fiscal management and accounting.
Physical and Mental Demands, Work Hazards
Seldom = Less than 25% Occasional = 26 to 50% Often = 51 to 75% Very Frequent = Greater than 75%
Physical Requirement
Percentage of Time
Ability to stand for extended periods of time.
Seldom
Ability to lift 25 pounds.
Occasional
Ability to carry 25 pounds.
Seldom
Ability to work at a desk, conference table or in meetings of various configurations.
Very Frequent
Ability to see for the purpose of reading laws and codes, rules and policies and other printed matter.
Very Frequent
Ability to communicate so others will be able to clearly understand a normal conversation.
Very Frequent
Ability to operate job-related equipment.
Very Frequent
Ability to reach in all directions.
Very Frequent
License/ Registration/ Certification
N/A
Education
High School Diploma or equivalent.
Experience
Previous School Treasurer experience preferred.
Five years of general clerical experience preferred.
FLSA Status: Non-exempt
Apply online: **************************************************