Financial Secretary - School Support
Listed on 2026-07-20
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Finance & Banking
Financial Compliance, Financial Reporting
Terms of Employment: 12 months
Exemption Status:
Non-Exempt
AFSCME Scale: UA Grade 12-13
Annual Salary Range: $49,587 to $88,057, determined by years of experience.
- High School Diploma required, Associate Degree Preferred
- Five years of financial secretary experience required, in a school environment preferred
- Advanced knowledge of accounting principles, reconciliations, financial reporting, budgeting, cash controls, purchasing, and records management.
- Ability to interpret policies, procedures, regulations, agreements, and complex financial information and translate them into practical operating guidance.
- Ability to analyze large or complex data sets, identify trends and exceptions, and prepare clear findings and recommendations.
- Strong proficiency with Microsoft Excel, Word, PowerPoint, and enterprise financial systems; ability to learn new technology quickly.
- Ability to develop and deliver effective training to adult learners with varied levels of financial knowledge.
- Ability to manage multiple priorities, deadlines, reviews, and school support needs with limited supervision.
- Excellent written, verbal, presentation, consultation, and customer-service skills.
- Ability to exercise sound judgment, discretion, diplomacy, and confidentiality in sensitive situations.
- Ability to build collaborative working relationships with administrators, school staff, central-office departments, vendors, auditors, and community stakeholders.
- Provide district-wide oversight and guidance for school financial operations, including student activity funds, school budgets, purchasing, procurement cards, deposits, receivables, disbursements, reconciliations, ticket sales, athletic funds, fundraising, and other school-based financial activity.
- Interpret and apply Board policies, administrative procedures, state requirements, accounting standards, and internal control expectations to school financial operations.
- Monitor financial activity across schools to identify inconsistencies, control weaknesses, unusual transactions, overdue reconciliations, negative balances, documentation gaps, or other areas of risk.
- Develop, recommend, and maintain standardized procedures, forms, checklists, calendars, and operating guidance for school financial processes.
- Advise administrators and school financial staff on complex or sensitive financial matters and recommend corrective action when necessary.
- Coordinate and support internal and external audits of school financial records, including preparation of documentation, review of findings, and monitoring of corrective action plans.
- Assess the effectiveness of internal controls related to cash handling, deposits, purchasing, disbursements, segregation of duties, inventory, ticket control, and financial record retention.
- Conduct periodic reviews of school financial records and practices to promote compliance, accuracy, consistency, and audit readiness.
- Provide technical assistance to schools in resolving audit findings, reconciling discrepancies, correcting financial records, and strengthening local procedures.
- Maintain documentation of reviews, findings, recommendations, corrective actions, and follow-up status.
- Serve as a subject matter expert for Oracle Financials and other financial, purchasing, payment, reporting, or school activity systems used by the district.
- Analyze system transactions, workflow issues, account coding, budget errors, interface problems, access concerns, and data inconsistencies, coordinate resolution with Fiscal Services, Payroll, Procurement, Human Resources, and Technology.
- Create and maintain reports, dashboards, tracking tools, reconciliations, and data analyses that support operational decision-making and compliance monitoring.
- Recommend system enhancements, access controls, automation opportunities, and process redesigns that improve accuracy, efficiency, and accountability.
- Provide individualized coaching, technical assistance, and problem-solving support to schools with complex financial issues or staffing transitions.
- Develop user guides, job aids, presentations, frequently asked questions, and other professional learning resources.
- Act as backup to all school financial secretaries.
PHYSICAL REQUIREMENTS
The environmental factors and/or physical requirements of this position include the following:
While performing the duties of this job, the employee is required to have ordinary ambulatory skills sufficient to visit other locations; and the ability to stand, walk, stoop, kneel, crouch, and manipulate (lift, carry, move) light to medium weights of 10-50 pounds. Requires good hand-eye coordination, arm, hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard.
The employee frequently is required to sit, reach with hands and arms, talk, and hear.
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