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Full Job Description
Description:
The School Bookkeeper maintains records of all financial transactions by establishing and maintaining accounts, and posting transactions. Assists in distribution of financial information to the appropriate staff and personnel. Strong organizational skills with excellent oral, written and interpersonal skills. Confidentiality is expected. Bilingual in Spanish preferred. Must be proficient in Microsoft Word, Excel and other PC programs. Understands and is able to explain federal, state, and county scholarships Experience with Bookkeeping and Accounting programs, such as Quick Books, is essential.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Administrative Responsibilities
Assists with management of the school office;
Oversees the school financial records; maintains historical records by filing documents.
Coordinates school liability and property insurance, workers compensation with diocesan general insurance program;
Maintains good working relationships, effective communications between school community, various groups and outside authorities;
Attends all pastoral staff meetings, commission meetings and School Council meetings as necessary;
Attends all diocesan meetings, as necessary, representing the school and the principal;
Consults with and advises pastor and principal on business and administrative matters that affect the parish and/or school;
Professionally communicates and interacts with staff members, management team, and diocesan officials.
Works with the parents; sets up and monitors tuition payments throughout the school year. Works with FACTS to maintain tuition accounts, determines financial aid and its impact of tuition payments. Inputs entries for receipt of all monies.
Receives payments for school activities not related to tuition and prepares deposits. Records payments into their proper accounts and credit student accounts, if appropriate.
Human Resources Responsibilities
Acts as the contact for the Diocesan benefit plans per direction of the Diocesan Human Resources Office including insurances, annual enrollment, retirement, and 403 (B); provides on-going information and documentation to employees.
Complies with reporting requirements and maintains personnel files.
Handles new and terminating employee questions and paperwork.
Oversees and implements the Diocesan background/fingerprinting requirements for the parish.
Responsible for all employment actions in the HRIS system. Ensures documentation is accurate and sufficient.
Financial Responsibilities
Acts as liaison between the school and the diocese in financial matters;
Coordinates payroll, associated taxes, and reports through payroll service.
Assists in notifying payroll service of changes in employee salaries.
Prepares bank deposits and records receipts.
Liaison for parish with the Diocesan Shared Accounting Services (DSAS). Duties include:
o Reviews codes and Approves AP;
o Bank Deposit and Receipt processing;
o Prepares, Scans, and Emails Weekly Accounting Packages to DSAS;
o Reviews monthly and periodic reporting with DSAS Staff.
Staff liaison to Finance Committee(s);
Maximizes cash management resources;
Coordinates and review school organizations’ funds.
Prepares financial reports by collecting, analyzing and summarizing account information and trends.
Additional Responsibilities
Performs additional projects as required by the pastor/principal;
Complies with Federal, State, and local legal requirements by studying requirements, enforcing adherence to requirements, filing reports, and advising management on needed action;
Protects operations by keeping information confidential.
Requirements:
Bachelor’s degree finance and/or accounting required, or business with an accounting or finance specialty from an accredited educational institution. Requires 5 to 8 years of bookkeeping and office management experience, preferably in an educational environment.
Must have experience in technology-based office management and office support. Requires demonstrated success as an executive with proven multi-tasking capabilities. Ability to effectively prioritize tasks and time demands.
Proficient in Microsoft Word and Excel. Requires good written and oral communication skills. Requires strong ethical values, including honesty and integrity, especially in matters of confidence.
Requires an appreciation and respect for the Catholic Church and its teachings. Employees must conduct themselves in a manner that is consistent with and supportive of the mission and purpose of the church. Their public behavior must not violate the faith, morals or laws of the Church or the polices of the Diocese
OTHER SKILLS AND ABILITIES
- Excellent analytical skills and problem-solving capacity.
- Ability to stay focused and organized.
- Strong interpersonal skills.
- Ability to multi-task and prioritize multiple tasks.
- Ability to maintain high level of confidentiality around financial information.