Finance Specialist II - 11

Educational Support Professional:
Finance Specialist II

Performs advanced technical and specialized support work for district Financial Services. Focus would be on one of the following overall functions: accounting, payroll, budget, or compliance. Independently processes complex transactions, reconciles accounts, prepares recurring reports, monitors deadlines, and provides technical assistance to staff and departments to ensure accurate, timely, and compliant financial operations.

Perform and review complex financial transactions, adjustments, payroll corrections, or budget changes.

Reconcile assigned accounts, balances, liabilities, and financial records; research and resolve discrepancies.

Review transactions for coding accuracy, procedural compliance, and completeness of supporting documentation.

Prepare recurring financial, payroll, budget, tax, benefit, and compliance reports.

Maintain logs, records, and documentation for audits, controls, filings, and operational processes.

Support fixed asset tracking, inventory records, staffing budget changes, and other assigned fiscal functions.

Monitor workflow schedules, deadlines, regulatory filings, and recurring reporting requirements.

Assist with audit schedules, documentation requests, and internal control reviews.

Provide technical assistance to schools, departments, vendors, and employees regarding procedures and processes.

Train users and staff on systems, procedures, and department requirements.

Identify issues, recommend corrections, and escalate complex matters as appropriate.

Perform related duties as assigned.

Knowledge of accounting support processes, payroll procedures, budget controls, and compliance requirements

Reconciliation methods, financial transaction processing, and district coding structures

Payroll laws, tax withholding practices, and benefit deductions

Internal controls, documentation standards, and district financial procedures

Financial systems, spreadsheets, databases, and reporting tools

Skills in analysis, problem solving, and detail review

Spreadsheet and financial systems proficiency

Report preparation and data accuracy

Customer service, communication, and follow-up

Training users on procedures and systems

Ability to interpret and consistently apply procedures, rules, and regulations

Prioritize multiple deadlines and recurring assignments

Resolve discrepancies and identify process issues

Communicate effectively with staff, departments, and stakeholders

Maintain confidentiality of sensitive information

Work independently with minimal supervision

Required:

High school diploma or equivalent

Preferred:
Associate degree in accounting, finance, business, or related field

Three (3) years of progressively responsible payroll, accounting, budget, compliance, or financial office experience

Experience working with data systems, spreadsheets, or reporting tools

Experience in a K–12 or public-sector environment

Work is primarily sedentary with periods of light activity. Essential functions may include walking or standing for extended periods; traveling to district schools and facilities; lifting and carrying materials up to 20 pounds; climbing stairs; bending; reaching; handling objects; and operating a computer and standard office equipment. The role requires effective communication and the ability to receive and process information through normal or aided vision, hearing, or other assisted means.

Work is performed in a professional office setting with frequent meetings, presentations, and collaborative work sessions, as well as occasional evening or extended-hour commitments. Duties may be performed with or without reasonable accommodation.

Employees in this category will also receive the following for the  school year:
Non-Recurring Pay: 8% of base salary in Non-Recurring Pay (distributed as 4% on November paycheck and 4 % on May paycheck).

Base Salary Setting:
Employment, assignment and salary placement, is in accordance with job description requirements. A work history is required to demonstrate job title, job duties and time worked in the position. Grade placement for ESP positions is determined by the Salary Schedule by Job Title resource. Reference the…