Overview:

POSITION TITLE (Oracle title)

ACCOUNTANT

WORKING TITLE

Accountant-Charter Schools

SCHOOL/DEPARTMENT

Accounting

LOCATION

Crossroads II, Cary, NC

PAY GRADE

Noncertified Grade 28

FLSA STATUS

Nonexempt

ELIGIBILITY FOR EMPLOYMENT CONTRACT

No

WORK WEEK SCHEDULE

Monday-Friday (occasional evenings and weekends) Position is available for a Hybrid Telework workweek

POSITION PURPOSE:

Performs complex and specialized tasks in the maintenance of financial and budgetary records; assists in the preparation of various financial reports and performs clerical activities related to the accounting cycle.

MINIMUM QUALIFICATIONS:

KNOWLEDGE, SKILLS, AND ABILITIES (KSAs)

Considerable knowledge of generally accepted accounting principles;

Considerable knowledge of Microsoft Office, specifically Word, Excel, and PowerPoint; Google Apps;

Ability to complete complex tasks and minimize errors with attention to detail;

Ability to communicate clearly and concisely both in oral and written form using a variety of communication techniques and tools to ensure the appropriate flow of information, collaborative efforts, and feedback;

Ability to understand, interpret and apply specific rules and regulations governing the processing of fiscal documents, maintenance of financial records and preparation of fiscal records;

Ability to establish and maintain effective working relationships with school system staff, employees of funding agencies, and community members.

EDUCATION, TRAINING, AND EXPERIENCE

Associate’s degree in business or accounting; AND

Four years of experience in accounting or related field;

An equivalent combination of education and relevant experience sufficient to successfully perform the essential duties of the position.

CERTIFICATION AND LICENSE REQUIREMENTS

Must hold and maintain a valid motor vehicle operator’s license according to the State of NC requirements.

PREFERRED QUALIFICATIONS:

Knowledge of generally accepted governmental accounting principles;

Intermediate skills with Microsoft Access and Excel;

Knowledge of Oracle financial applications.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Responsible for collecting charter school PMR data to analyze, calculate, and distribute local funds to eligible charter schools per State statute.

Maintains general ledger accounts for charter school funds.

Prepares a schedule of dates of when PMR data is due to the LEA and when the LEA expects to transfer payments to ensure all parties know the due dates and expectations.

Prepares periodic financial and budgetary reports and analyses for management use and for distribution to other departments and external funding agencies.

Reviews monthly reconciliations of bank accounts and prepares a report to the Senior Director of Accounting.

Responds to external audit and public information requests for charter school allotments.

Assist the Senior Director of Accounting with general ledger entries including code changes and year-end entries for close out.

Performs financial system testing.

Assists in the preparation of schedules and related information required for the annual audit of the comprehensive annual financial report.

Supports budget managers, bookkeepers, and lead secretaries with various financial matters.

Performs other related duties, as assigned.

WORK ENVIRONMENT/PHYSICAL REQUIREMENTS

Must be able to use a variety of office equipment such as computers, scanners, and copiers. Must be able to communicate effectively. At times requires the ability to lift, carry, push, pull or otherwise move objects up to ten pounds. Due to the amount of time spent standing and/or walking, physical requirements are consistent with those for sedentary work. The work occasionally requires driving automotive equipment.

EFFECTIVE DATE: 9/2024

DISCLAIMER: The above statements are intended to describe the general purpose and responsibilities assigned to this position. They are not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and skills required by the employees assigned to this position. This description may be revised by HR and approved at any time.