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Student Body Bookkeeper - Middle School

Simi Valley Unified School District
Simi Valley, CA Full Time
POSTED ON 3/27/2025
AVAILABLE BEFORE 4/10/2025

Salary : $19.77 - $24.03 Hourly

Location : Simi Valley, CA

Job Type : Full-Time Perm

Job Number : 25-440-1

Department : Fiscal Services

Opening Date : 01 / 06 / 2025

Closing Date : 1 / 28 / 2025 11 : 59 PM Pacific

PURPOSE

To establish a list of eligible candidates that will be used to fill full and part-time, permanent and substitute assignments, for the duration of the list, up to one year. The upcoming vacancy is a 10-month, full-time (8 hours / day) position located at Valley View Middle School.

APPLICATION DEADLINE : Completed applications must be submitted no later than 11 : 59 p.m. on January 28, 2025. Late applications and / or certificates will not be accepted.

TESTING PROCESS :

A) Multiple Choice Test = 40% weighting on final score

Tentatively scheduled for as early as the week of February 3, 2025.

B) Structured Interview = 60% weighting on final score

Tentatively scheduled for as early as the week of February 10, 2025.

Applicants must meet the minimum qualifications stated in the job posting by the application deadline in order to move forward in the testing process. Those candidates who meet the minimum qualifications will be invited to the multiple choice test. Those with the highest scores on the multiple choice test will be invited to the structured interview. Those who pass the structured interview will complete a computer applications test administered online. The testing process is subject to change as needs dictate. All communication regarding this process will be delivered via email.

The information included in the Work Experience section of the application will determine whether applicants meet minimum qualifications. Please make sure you include ALL current and previous employment in the Work Experience section of the application and complete ALL fields.

Class specifications are intended to present a descriptive list of the range of duties performed by employees in the class. Specifications are not intended to reflect all duties performed within the job.

Purpose Statement

Under the general supervision of a Principal, performs full charge bookkeeping for student body activities at a middle school or school site with student body accounts of comparable complexity, and coordinates and performs student supply sales.

Distinguishing Characteristics

A Student Body Bookkeeper - Middle School performs bookkeeping for a school of moderate size with student body accounts of less complexity than those associated with a high school or comparable school site. In comparison, a Student Body Bookkeeper - High School performs bookkeeping for a large school with student body accounts of greater complexity than those associated with a middle school or comparable school site.

ESSENTIAL DUTIES & RESPONSIBILITIES

  • Establishes, tracks, reconciles, and maintains a variety of student body and school club financial accounts and related records to ensure accuracy and availability of accounts and records in compliance with district policy, accounting practices, and established regulatory guidelines.
  • Prepares and processes financial transactions (e.g. deposits, payments) related to student body accounts in compliance with established guidelines to ensure timely and accurate completion of transactions.
  • Researches and resolves discrepancies of financial information to ensure accuracy.
  • Gathers and compiles financial information and prepares straightforward financial reports (e.g. monthly and annual closing of books for a variety of accounts, status of accounts, reconciliation reports, etc.) to document activities, convey information, and comply with established financial, legal, and administrative requirements.
  • Notifies students and parents / guardians of issues with their account such as bounced checks and debts and assists in resolving disputes, discrepancies, and errors.
  • Monitors financial procedures of individuals responsible for school site financial operations to ensure financial operations are performed within established guidelines.
  • Collaborates with various departments, administrators, and other stakeholders to assist with the preparation and administration of school budgets to support fiscally responsible budgets in line with spending and fundraising goals.
  • Serves as a technical resource to staff, administration, and student body and school club groups regarding financial matters and procedures to ensure sound financial practices and procedures are established, recorded, and followed.
  • Collects, verifies, codes, and tracks the school's general funds and submits to district accounting for deposit; codes purchases made with general funds and submits to district accounting for payment processing.
  • Assists auditors by providing supporting documentation and information on internal process required for audit.
  • Obtains quotes from vendors, warehouse, and district office staff to evaluate cost information and select vendors and items.
  • Completes purchase orders and orders, receives, verifies, and stocks materials, supplies, and merchandise for the school, student store, and student activities based on pre-determined criteria and guidelines to maintain adequate stock levels.
  • Monitors and conducts inventory, investigates and adjusts for discrepancies, and prepares and submits inventory reports to account for inventory and identify trends.
  • Operates a cash register and electronic sales program to complete sales transactions and secure funds.
  • Prepares and transports money and ticket boxes and verifies funds received from ticket sales to ensure adequate funds are available at school events and ensure accurate accounting of funds received.
  • Performs general clerical duties (e.g. preparing and distributing documents and correspondence, scheduling, copying, filing, etc.) to support departmental activities.
  • Provides training and work direction to student workers and other personnel as assigned.

Other Functions

  • Performs other duties as assigned that support the overall objective of the position.
  • MINIMUM QUALIFICATIONS

    Education and Experience

    A high school diploma or equivalent AND two years of bookkeeping or financial recordkeeping experience

    An associate degree in accounting, bookkeeping, business administration, or a related field AND one year of bookkeeping or financial recordkeeping experience

    SUPPLEMENTAL INFORMATION

    Skills, Knowledge and Abilities

    Skills to :

  • Operate office equipment, including computers and supporting word processing, spreadsheet, email, database, and specialized applications and systems
  • Perform arithmetic operations quickly and accurately including sums, averages, fractions, decimals, and ratios
  • Accurately enter electronic data and information at a speed necessary for successful job performance
  • Knowledge of :
  • Basic mathematical principles to perform financial duties, count inventory, and balance and reconcile funds
  • Practices and terminology of financial record keeping and accounting data entry
  • Full charge bookkeeping principles and practices
  • Accounting software systems
  • Electronic sales systems
  • Customer service methods and techniques
  • Ability to :
  • Perform standard full charge bookkeeping
  • Interpret and apply generally accepted rules and procedures governing assigned accounting transactions
  • Document accounting transactions onto an automated accounting data entry system
  • Gather and compile information from a variety of sources to prepare reports
  • Prepare and maintain accurate records
  • Apply and instruct others on the rules for cash handling including disbursements and processing transactions
  • Respond to and resolve customer requests, inquiries, and complaints
  • Work effectively in an environment with frequent interruptions
  • Carry out verbal and written instructions
  • Learn and apply new information, skills, and technology
  • Collaborate with others to carry out work
  • Plan and organize work to meet changing priorities and deadlines
  • Communicate clearly and concisely, both orally and in writing
  • Provide training and work direction to others
  • Working Environment

    Work is performed in an indoor environment where minimal safety considerations exist.

    Individuals protected by the Americans with Disability Act (ADA) may request accommodation if needed. In order for appropriate arrangements to be made for testing, your request must be received at the time your application is submitted. If special arrangements are not requested at the time the application is submitted, it is understood that no special accommodations are required. Documentation on the need for accommodation must accompany your request.

    Equal Employment Opportunity Statement

    The Simi Valley Unified School District is committed to providing equal opportunity for all applicants for employment. The application, examination, and selection process shall be free from unlawful discrimination, including discrimination against an individual or group based on race, color, ancestry, nationality, national origin, ethnic group identification, age, religion, marital, pregnancy, or parental status, physical or mental disability, sex, sexual orientation, gender, gender identity or expression, or genetic information; a perception of one or more of such characteristics; or association with a person or group with one or more of these actual or perceived characteristics.

    Salary : Five step salary range that provides annual increases of approximately five percent until the fifth step is reached. New hire initial step placement (normally up to Step 3) based on qualifying education and experience as outlined in Merit System Rule 7.20.1. An employee who is promoted to a higher class shall be placed on the step of the new salary range that is at least five percent above the current rate, excluding any differential pay.

    Vacation : Earned based on assigned hours. Increased vacation allowance based on years of service with the district. Confidential employees receive an additional 3 days vacation allotment, up to a maximum of 22 days. Management employees receive 22 days of vacation (based on 12-month assignment).

    Sick Leave : Earned at the rate of one day (based on the number of assigned hours) per month, and is accumulative from year to year.

    Holidays : Fourteen paid holidays per year (based on 12-month assignment).

    Insurance and Credit Union : The District offers a competitive Health and Welfare plan for employees and dependents, based upon the number of hours worked; employees who are placed in a regular assignment of 20 hours or more per week are eligible for benefits. The Ventura Schools Federal Credit Union offers a variety of services.

    Retirement : Employees are covered by Public Employees Retirement System (PERS) Social Security and Medicare. Contributions are made by both the employee and employer. Click to visit website.

    Salary : $20 - $24

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