Lead Business Clerk - IDEA Rio Grande Valley

Lead Business Clerk

Role Mission:
Lead Business Clerks act as responsible financial custodians for their respective campus, but also provide diligent oversight and effective management of Business Clerks within their purview. This encompasses the administration of budgets ranging from $600K to $1.4M across two Principal accounts, handling procurement through purchase orders and leader purchase cards, overseeing school-based activity accounts crucial for local fundraising efforts, assisting with field lesson planning, executing the contracts process, managing campus inventory, and ensuring the Business Clerks under their supervision are effectively carrying out these responsibilities as well.

Business Clerks are essential to ensuring students and staff have the resources they need to accomplish our ambitious student achievement goals.

Location:

This is a full-time on-site position located in RGV. Preference will be given to candidates who live in the region, or who are willing to relocate.

Travel Expectations:
Up to 10% for stepbacks, conferences and trainings.

Compensation:
Compensation for this role is set at an hourly rate ranging between $21.64 for 0 years of experience and $27.15. This role is also eligible for a performance bonus based on team performance and goal attainment.

Other Benefits:
We offer a comprehensive benefits plan, covering the majority of the employee premium for the base medical plan and subsidizing the majority of costs for a spouse/domestic partner and children. Some of the special benefits we offer at IDEA include:

• Paid Family Leave:
  Eligible staff may receive up to 8 weeks of paid leave for the birth or adoption of a child, based on their tenure with the organization and caregiver designation.
• Tuition Reimbursement:
  Staff members may apply for up to 50% of tuition paid toward a qualifying degree program, up to $5,250 maximum per year subject to manager discretion and budget availability.
• Employer-Paid Mental/Behavioral Health: 5 face-to-face counseling sessions within a year, unlimited 24/7 telephonic counseling, and other work-life services available at no cost.

Other benefits include dental and vision plans, disability, life insurance, parenting benefits, generous vacation time, referral bonuses and professional development. IDEA may offer a relocation allowance to defray the cost of moving for this role, if applicable.

What You'll Do – Accountabilities:

Essential Duties:

Formulate and manage schools budgets while providing management and guidance to a portfolio of 4-5 Business Clerks who are engaged in the exact following tasks:
Submit 100% accurate campus discretionary budget requests overall and by fund in IDEA's enterprise resource planning system, Tyler Munis. Manage $600K-$1.4M in Principal discretionary budgets which support student and staff across both schools of a campus. Ensure school leaders are informed regarding the financial state of their school through consistent monthly check-ins and robust report sharing. Reconcile negative discretionary budget accounts by the 8th business day every month.

Partner with the Financial Planning Team to accurately forecast results by school to ensure local financial goals are met and schools end the year with a surplus or on target.

Procure goods and services in compliance with IDEA policies and procedures while providing management and guidance to a portfolio of 4-5 Business Clerks who are engaged in the exact following tasks:
Enter 100% of requisitions in Tyler Munis within two business days of the initial request from campus staff. Ensure timely vendor payments by receiving 100% of all goods or services in Tyler Munis within one business day of delivery and include all appropriate documentation such as packing slips. Procure all goods or services with an approved purchase order (except for purchase card expenses).

Reconcile all assigned purchase cards by the 2nd business day of the following month. Ensure all corresponding purchase card receipts are shared by the 3rd business day of the following month and include an accurate transaction summary report. Assist school leaders in delivering training sessions to campus staff…