Academy School District 20
Lead Accountant designs and maintains financial, staff, student, program, and property records; summarizes, analyzes, or verifies such records; and/or controls and certifies expenditures and receipts.
The following statements are illustrative of the essential functions of the job and other key duties that may be required. The description may not include all functions performed by the incumbents in various locations. The district reserves the right to modify or change the duties or the essential functions of this job at any time.
Reports consistently for work as scheduled
Performs other duties as assigned
Attains proficient or higher evaluations on established Performance Standards
Assists Accounting and Budget Analysts with work questions
Assists in coordinating the annual audit and preparing the Annual Comprehensive Financial Report (ACFR)
Assists with the District-wide internal audit process
Designs and implements training programs for new bookkeepers and accountants
Develops and modifies accounting procedures and supporting methods to ensure compliance with Generally Accepted Accounting Principles (GAAP), Board policy, administrative regulations, and state statute
Exercises a high degree of independent judgment and discretion in planning and coordinating internal audits of schools and departments in order to meet the fiscal accountability goals of the district
Facilitates bi-weekly accounting team meetings
Maintains current knowledge of school district finance, accounting, and budget laws and regulations
Maintains knowledge of changes in governmental accounting and financial reporting standards as promulgated by the Governmental Accounting Standards Board (GASB)
Maintains systems for recording, tracking, monitoring, and inventorying district assets
Mentors Accounting and Budget Analysts
Monitors expenditures in all funds
Oversees bank reconciliation
Performs Internal Audits, as required, for schools and departments
Prepares and initiates monthly charter school transfers
Prepares necessary monthly and year-end general ledger journal entries
Processes bank transfers for investments and debt service payments
Provides spreadsheet, database, and word processing support to the business and finance offices
Responsible for implementing and maintaining internal controls for the safety of funds being disbursed and receipted
Responsible for the monthly reconciliation of the main district operating account and preparing associated reconciling journal entries
Serves on various ad hoc committees representing the business office
Supports school and department staff through training and customer-service oriented assistance
Updates and maintains department policies and procedures
Knowledge, Skills, And Abilities
Ability to adapt to changing technologies and to learn functionality of new equipment and systems
Ability to communicate effectively, verbally and in writing
Ability to create training materials, related documentation, and to train others
Ability to create, access, input, retrieve, and manipulate information in various software systems, including databases and spreadsheets
Ability to establish and maintain accurate record keeping, document management, and filing systems
Ability to establish and maintain effective working relationships with individuals from many diverse backgrounds and professions including supervisors, administrators, coworkers, staff, students, parents, and the general public
Ability to follow oral and written instructions
Ability to greet and interact with the public in a courteous and professional manner
Ability to maintain confidentiality
Ability to manage simultaneous demands and set clear priorities
Ability to operate standard office equipment, performing a wide range of supportive tasks
Ability to provide excellent customer service for stakeholders
Ability to work independently without direct supervision
Ability to work well with others and share knowledge in a team environment
Ability to workdays, hours, locations, and assignments as directed by the supervisor within the position responsibilities
Commitment to the education of students as a primary responsibility
Computer proficiency including office productivity applications
Demonstrated ability to manage simultaneous demands and set clear priorities
Demonstrated ability to work well with others in a team setting
Demonstrates citizenship, compassion, courage, discernment, excellence, honesty, hope, integrity, patience, perseverance, reliability, respect, responsibility, and trustworthiness
Detail-oriented
Energetic, creative, innovative, flexible
Excellent cooperative, collaborative, and problem-solving skills
Fundamental understanding of bookkeeping and accounting concepts
Interact efficiently with other departments and locations to resolve issues and document solutions
Knowledge of accounting and budgeting principles and practices as applied to public school budgeting
Strong mathematical and analytical skills
Strong organizational, interpersonal, written, listening, and verbal communication skills
Willingness to participate in ongoing training as required
Required Qualifications
Bachelor’s (Baccalaureate) degree (e.g., B.A., A.B., B.S.)
3-5 Years Experience in Government Auditing, Accounting, or Budgeting
Some Experience working in or with education (K-12 or Higher Ed)
Preferred Qualifications
Certified Public Accountant
Some Experience with an enterprise resource planning system (such as Workday, Oracle, PeopleSoft)