, SOUTH CAROLINA
JOB DESCRIPTION, MAY
JOB TITLE: SCHOOL
GENERAL STATEMENT OF JOB
Under occasional supervision, performs various
routine-to-moderately complex bookkeeping and clerical work to
ensure efficient and effective school fiscal operations.
Provides assistance to supervisor,
co-workers, students and the general public as required. Reports
to the Principal.
SPECIFIC DUTIES AND RESPONSIBILITIES
ESSENTIAL JOB FUNCTIONS
data for and prepares the school's annual budget.
receipts, records and deposits various school revenues; prepares
billing invoices as required; maintains individual accounts as
assigned, including pupil activity accounts.
price quotes and verifies available funds for equipment, supplies
and materials; prepares purchase orders; processes invoices for
use of purchasing cards.
accurate and up-to-date vendor records; communicates with vendors
as needed to obtain pricing and availability information,
expedite orders and resolve billing discrepancies.
inventory of office supplies.
district forms for transferring of funds as needed.
Processes reimbursement requests, travel vouches, etc.
accurate and up-to-date ledgers and other financial records;
prepares monthly and annual financial reports as required by the
school and District; balances bank statements.
records for internal and external audits.
routine bookkeeping and reporting duties for assigned grants.
computer data entry to record and retrieve information; generates
spreadsheets and other computer reports as required.
supervisor and other department staff by performing a variety of
clerical duties, which may include but are not limited to typing
routine reports and correspondence, copying and filing documents,
collating materials, sending and receiving faxes, maintaining
logs and lists, processing daily mail,
telephone; provides accurate information to callers and/or
forwards calls to appropriate staff person.
Greets office visitors and performs
customer/public service duties as required.
inquiries and requests for assistance in areas of
maintains a variety of equipment, which may include a computer,
printer, scanner, typewriter, copier, fax machine, telephone,
two-way radio, paper shredder, postage machine, etc.; uses
clerical, computer and bookkeeping supplies.
and communicates with a variety of individuals and groups, which
may include the immediate supervisor, other school administrators
and staff, District staff, students, parents/guardians, sales
representatives, various outside organizations and professionals,
and the general public.
ADDITIONAL JOB FUNCTIONS
Assists other clerical staff with duties as necessary.
Monitors students during classes and other activities in the
absence of teacher; assists with bus / end-of-school duties as
setting up for special events and activities.
special duties as related to assigned school, including but not
limited to assisting with registration procedures, managing free
and reduced lunch accounts, etc.
Performs related duties as required.
MINIMUM TRAINING AND EXPERIENCE
Associates Degree in related field, supplemented by one to two
years of general bookkeeping experience, or an equivalent
combination of education, training and experience that provides
the required knowledge, skills and abilities.
Must be able to type with speed and
accuracy. Must possess a valid state driver's
MINIMUM QUALIFICATIONS OR STANDARDS REQUIRED
TO PERFORM ESSENTIAL JOB FUNCTIONS
: Requires sedentary work that involves walking or standing some
of the time and involves exerting up to 10 pounds of force on a
recurring basis or routine keyboard operations.
Requires the ability to compare and/or
judge the readily observable, functional, structural or
compositional characteristics (whether similar to or divergent
from obvious standards) of data, people or things.
Requires the ability of speaking and/or
signaling people to convey or exchange information.
Includes receiving assignments and/or directions from
Requires the ability to read a variety
of policy and procedure manuals, computer manuals, budget
documents, invoices, financial documents, etc. Requires the
ability to enter data into computer and prepare reports,
correspondence, budget documents, etc., with proper format,
punctuation, spelling and grammar, using all parts of
speech. Must be able to speak with poise, voice control and
confidence and to articulate information to others.
Requires the ability to apply rational
systems to solve practical problems and deal with a variety of
concrete variables in situations where only limited
standardization exists; to interpret a variety of instructions
furnished in oral, written, schedule, mathematical or
diagrammatic form. Requires the ability to make routine
independent judgments in the absence of supervisor; to acquire
knowledge of topics related to primary occupation. Must
have the ability to comprehend and interpret received information
and the ability to comprehend and implement basic office
Requires the ability to record and
deliver information, to explain procedures, to follow oral and
written instructions. Must be able to communicate
effectively and efficiently with students, parents, staff, and
with persons of varying educational and cultural
Requires the ability to add and
subtract totals, to multiply and divide, to determine percentages
and decimals, to determine time. Must be able to use
practical applications of fractions, percentages, ratio and
Requires the ability to inspect items
for proper length, width and shape, and visually read various
Requires the ability to coordinate
hands and eyes rapidly and accurately in using automated office
equipment and communications machinery.
Requires the ability to handle a
variety of items including computer keyboards, office equipment,
control knobs, switches, etc. Must have minimal levels of
: Requires the ability to differentiate between colors and shades
Requires the ability to deal with people
beyond giving and receiving instructions. Must be adaptable
to performing under moderate stress when confronted with an
emergency or tight deadline. The worker is subject to tension as
a regular, consistent part of the job.
Requires the ability to talk and
hear: (talking: expressing or exchanging ideas by means of
spoken words; hearing: perceiving nature of sounds by
ear). Must be able to hear and understand communications
through a telephone.
Knowledge of Job
Has thorough knowledge of the methods,
policies and procedures of the School District pertaining
to specific duties of the School Bookkeeper. Is knowledgeable in
the laws, ordinances, standards and regulations pertaining to the
specific duties and responsibilities of the position. Has
knowledge of the organization of the District and of related
departments and agencies. Has the ability to comprehend,
interpret and apply regulations, procedures and related
information. Has thorough knowledge of modern office
practices, procedures and of business English and arithmetic. Is
able to type and enter computer data with speed and
accuracy. Is skilled in applying a responsible attention to
detail as necessary in preparing reports and
correspondence. Is able to read and interpret professional,
technical and financial documents and related materials
pertaining to the responsibilities of the job. Is able to
maintain records with accuracy and confidentiality. Has
knowledge of the basic principles and practices of bookkeeping
and government procurement, and is able to maintain accurate
financial records following District policies and procedures. Is
able to establish and maintain cooperative working relationships
with vendors and service providers. Has skill in the use of
computers for data processing, word processing and records
management. Knows how to operate and maintain a variety of
office equipment as necessary in the performance of daily
activities. Has the ability to offer assistance to
co-workers and employees of other departments as required.
Has the ability to use independent judgment as needed in
performing routine and non-routine tasks. Is able to take
the initiative to complete the duties of the position without the
need of direct supervision. Has knowledge of the
terminology and various professional languages used within the
department. Knows how to maintain effective relationships with
students, parents, co-workers, personnel of other departments,
professionals and members of the public through contact and
cooperation. Knows how to react calmly and quickly in
emergency situations. Is able to perform duties effectively and
professionally in an environment in which discrimination and
other public issues are constant concerns. Has the ability to
plan, organize and prioritize daily assignments and work
activities. Has good organizational, technical and human
relations skills. Has the ability to learn and utilize new skills
and information to improve job performance and efficiency.
Quality of Work
Maintains high standards of accuracy in
exercising duties and responsibilities. Exercises immediate
remedial action to correct any quality deficiencies that occur in
areas of responsibility. Maintains high quality
communication and interaction with internal and external entities
with whom the position interacts.
Quantity of Work
Performs described Essential Functions
and related assignments efficiently and effectively in order to
produce quantity of work which consistently meets established
standards and expectations.
Assumes responsibility for completing
assigned work. Completes assigned work within
deadlines in accordance with directives, policy, standards and
prescribed procedures. Maintains accountability for
assigned responsibilities in the technical, human and conceptual
Attends and remains at work regularly
and adheres to policies and procedures regarding absenteeism and
tardiness. Provides adequate notice to higher management
with respect to vacation time and leave requests.
Initiative and Enthusiasm
Maintains an enthusiastic, self-reliant
and self-starting approach to meet job responsibilities and
accountabilities. Strives to anticipate work to be
accomplished, and initiates proper and acceptable action for the
completion of work with a minimum of supervision and
Exercises analytical judgment in areas
of responsibility. Identifies issues or situations as they
occur and specifies decision objectives. Identifies or
assists in identifying alternative solutions to issues or
situations. Implements decisions in accordance with
prescribed and effective policies and procedures and with a
minimum of errors. Seeks expert or experienced advice where
appropriate and researches issues, situations and alternatives
before exercising judgment.
Accepts supervisory instruction and
direction and strives to meet the goals and objectives of
same. Questions such instruction and direction when
clarification of results or consequences are justified, i.e.,
poor communications, variance with established policies or
procedures, etc. Offers suggestions and recommendations to
encourage and improve cooperation intra- and
Relationships with Others
Shares knowledge with managers,
supervisors and co-workers for mutual benefit.
Contributes to maintaining high morale among all employees.
Develops and maintains cooperative and courteous relationships
inter- and intra-departmentally, and with external entities with
whom the position interacts. Tactfully and effectively
handles requests, suggestions and complaints in order to
established and maintain good will. Emphasizes the
importance of maintaining a positive image.
Coordination of Work
Plans and organizes daily work
routine. Establishes priorities for the completion of work
in accordance with sound time-management methodology.
Avoids duplication of effort. Estimates expected time of
completion of work elements and establishes a personal schedule
accordingly. Attends required meetings, planning sessions
and discussions on time. Implements work activity in
accordance with priorities and estimated schedules.
Safety and Housekeeping
Adheres to all established safety and
housekeeping standards. Ensures such standards are not
DISCLAIMER: This job description is
not an employment agreement or contract. Management has
the exclusive right to alter this job description at any time