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Accounting Specialist

Sage Oak Charter Schools
Redlands, CA Temporary
POSTED ON 2/8/2025
AVAILABLE BEFORE 5/5/2025

NECESSARY MATERIALS FOR APPLICATION :

  • Letter of Introduction
  • Resume
  • Letters of Recommendation- Two (2) current, professional letters (at least one from a direct supervisor

Accounting Specialist

Job Description

Reports To : Accounting Manager (or designee)

FLSA Status : Non-Exempt

School Classification : Classified

Pay Schedule : Range 3 ($26.58 - $34.94)

Work Schedule : 12 months

Location : Onsite and Remote Office

Position Summary : Under general direction performs independent, advanced analytical, complex tasks to assist in the smooth and efficient operation of the business services department including accounting administration, data gathering, auditing, report preparation, and special project assignments.

ESSENTIAL FUNCTIONS and RESPONSIBILITIES

Accounting

  • Reviews financial and accounting records for accuracy completeness and compliance with standards
  • Prepares and submit financial and statistical reports and claims as required and assist the auditor in the annual audit process
  • Performs financial and statistical studies to assist the administration in the formulation of programs and procedures
  • Prepares monthly and annual journal entries, or as required throughout the year
  • Assist school personnel in obtaining current balances on accounts
  • Supports the department in the annual (non attendance) annual audit
  • Supports Payroll department with CalSTRS related reporting
  • Budget

  • Assists in the development, implementation, and monitoring of a comprehensive budget and accounting program
  • Assists in the budget development process and initiates and recommends budget adjustments; revise the budget for all funds
  • Assists in the development, preparation, and analysis of interim budget reports
  • Assists in the preparation and analysis of multi-year financial projections
  • Administrative Support

  • Answers phone calls and provide a high level of customer service
  • Welcomes office visitors and directs them as needed, providing a high level of customer service
  • Supports and facilitates office and school events
  • Develops, streamlines and improves systems and procedures within the department and across other departments within the school as needed
  • Accounts Payable Support

  • Completes invoice match and uploads process on purchase orders
  • Assists the department in working with materials and / or community providers to resolve any invoicing or billing issues
  • Assists with tracking down old invoices for orders that have not been billed
  • Manages the departments efforts to resolve stale dated checks
  • Assists with all the schools compliance reporting to various State and Federal agencies
  • Assists in responding to and / or disseminating email messages to the shared accounts payable email
  • Assists in the development, collection, and maintenance of operational metrics
  • Prioritizes daily tasks in order to meet operational metric goals
  • Other Duties

  • Responds to all school related written correspondence, phone calls, voicemails, and emails within 24 business hours
  • Refers all formal disciplinary actions involving students and staff to school management ensuring compliance with the school's Uniform Complaint Policy and the school's Uniform Technology Policy; addressing and resolving complaints from students, parents, and staff in a timely manner; and complying with the provisions of California Penal Code Section 11166 (Child Abuse and Neglect Reporting Act)
  • Performs other duties as assigned
  • QUALIFICATIONS GUIDE

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

    Education and Experience :

  • Two (2) years of general accounting experience with a charter school organization preferred
  • Bachelor's degree in Accounting or Finance preferred
  • Additional years of experience or education may be substituted to meet the minimum qualifications
  • Other Qualifications :

  • State and federal fingerprint clearance (LiveScan) to work with students (Ed. Code 44237). No prospective employee can report to work without this clearance being received and the Human Resources department notifying the immediate supervisor of this clearance.
  • Proof of a clear TB Tine test or signed Certificate of Completion dated within the last 60 days (Ed. Code 49406) upon employment and thereafter updated every four years
  • Hold and maintain a valid California Driver's License; proof of automobile insurance; and full time use of a dependable automobile that is insured pursuant to California regulations.
  • Knowledge :

  • Computer and technology literacy :
  • Operate office equipment including a calculator, copier, fax machine, computer and assigned software
  • Google docs, Google spreadsheets and other online collaboration tools to send and receive information
  • Basic arithmetic calculations
  • Knowledge of applicable laws, codes, regulations, policies, and procedures
  • Knowledge / experience with modular accounting systems, experience with Sage Intacct a plus
  • Knowledge / experience with Standardized Account Code Structure (SACS) is highly desired.
  • Skills :

  • Conflict resolution
  • Record-keeping techniques
  • Methods of collecting and organizing data and information
  • Abilities :

  • Embraces Sage Oak's core values
  • Maintains integrity at all times
  • Works independently with little direction
  • Maintains developed, clear communication and interpersonal skills that maintain a respectful, professional, and courteous manner
  • Maintains flexible and adaptable mindset
  • Demonstrates sensitivity to individual differences and cultural backgrounds
  • Maintains confidentiality of sensitive and privileged information
  • Follows established procedures and meets all established deadlines
  • Allocates time and resources effectively
  • Understands complex, multi-step written and oral instructions
  • Physical Demands :

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Hear and speak to exchange information
  • Dexterity of hands and fingers
  • See to read a variety of materials
  • Bend at the waist, kneel or crouch
  • Sit or stand for extended periods of time
  • Lift objects up to 50 pounds with or without assistance
  • Work Environment :

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Office environment
  • Noise level is generally moderate
  • Meetings conducted in public and private settings
  • Indoor and outdoor in varying temperature
  • Employee must have available transportation and be able to drive up to 100 miles in a day
  • The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

    EQUAL OPPORTUNITY :

    Employer is an equal opportunity employer. Recruitment, hiring, and promotion of individuals in all job classifications will be conducted without regard to actual or perceived race (including traits historically associated with race, such as hair texture and hairstyle, including but not limited to braids, locks, and twists), color, creed, actual or perceived gender (including gender identity and gender expression), religion (all aspects of religious beliefs, observance or practice, including religious dress or grooming practices), marital status, registered domestic partner status, status as a victim of domestic violence, assault or stalking, age (40 and over), ethnicity, national origin or ancestry (including language use restrictions), citizenship, physical, intellectual or mental disability (including HIV and AIDS), reproductive health decision-making, medical condition (including cancer or a record or history of cancer, and genetic characteristics), family or medical leave status, sex (including pregnancy, childbirth, breastfeeding or a related medical condition), genetic information, sexual orientation, political affiliation, military and veteran status, use of cannabis off the job and away from the workplace, or any other consideration made unlawful by federal, state, or local laws. It also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. Employer's hiring and employment practices may exclude a candidate from consideration where bona fide occupational qualifications exist.

    Salary : $35

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