Summary: To perform complex professional accounting duties relating to the school system’s programs and projects; to perform financial analyses, studies and evaluations; to establish budget and expenditure controls; and to provide technical assistance to the Assistant Director of Accounting.
Essential Duties: (These duties represent a sample and may vary by position.)
Recommends and assists in the implementation of goals, objectives, policies and procedures related to activities of assigned section; assist in planning, organizing, evaluating and participating in the functions and activities of the division.
Schedules and reviews the work of staff involved in financial accounting activities to insure that work is completed in a timely manner.
Assists in resolving work problems; interprets administrative policies and technical procedures to school system and department staff; resolves difficult accounting problems, reviews, develops and modifies internal accounting procedures as required.
Reviews financial statements to insure accuracy, completeness, and compliance with accounting policies; prepares consolidated comprehensive financial reports.
Supervises audits of the school activity funds, property and equipment and inventories; reviews work papers of audits performed by staff accountants; performs more complex audits to insure compliance with Federal and State laws, rules and regulations, policies and genera accounting practices.
Prepares reports resulting from special requests from administrative staff and outside agencies; reviews similar reports prepared by staff accountants.
Compiles, prepares and submits fiscal reports, schedules, forecasts and claims as required; prepares revenue projections; reconciles accounts with data processing reports.
Provides technical financial assistance to school system staff; assist with training of school system financial staff based at schools.
Attends conferences and meetings as required to remain current on programs and projects.
Verifies standard CMS contract forms are used and appropriate approvals have been obtained on all contracts.
Preaudits requisitions for Capital Outlay and Capital Projects for verification of available funds and appropriateness of expenditure from bond funds.
Verifies the accuracy of invoices and ensures proper documentation attached to request for payments on Capital Outlay and Capital Projects.
Reviews month end Budget Status Reports with fund owner and investigates any discrepancies.
Prepares Capital Project Ordinances as required for Board of Education approval.
Education and Experience:
A Bachelor’s Degree from an accredited college or university with major course work in Accounting.
Possession of a valid Certified Public Accountant Certificate.
Three (3) years of professional accounting experience.
Knowledge / Skills / Abilities:
Generally accepted accounting principles and procedures as applied to financial accounting, audits, transactions and procedures.
Methods, practices and terminology of automated accounting and financial record keeping.
Pertinent Federal, State and Local laws, codes and regulations related to financial accounting.
Analysis and interpretation of financial accounting data.
Modern office procedures, methods and computer equipment.
Budgeting procedures and techniques.
Interpret and apply Federal, State and Local laws and regulations pertaining to accounting and auditing work.
Apply generally accepted accounting and auditing principles in the maintenance of financial and accounting transactions and the audit of financial records.
Analyze problems, identify alternative solutions, project consequences of proposed actions and implement recommendations in support of goals.
Assist in developing and administering divisional policies and procedures.
Develop, analyze, interpret and apply fiscal, financial and statistical data.
Apply budgeting analysis techniques in the development of financial forecasts and preparation of clear, concise and comprehensive financial statements and reports.
Apply generally accepted auditing techniques to the school system environment.
Prepare, examine and verify a variety of financial statements, documents and reports.
Communicate clearly and concisely, both orally and in writing.
Establish and maintain cooperative working relationships with those contacted in the course of work.
In compliance with Federal Law, Charlotte - Mecklenburg Schools administers all education programs, employment activities and admissions without discrimination against any person on the basis of gender, race, color, religion, national origin, age or disability.