Accounting and Benefits Coordinator

JOB TITLE: Accounting & Benefits Coordinator REPORTS TO: Business Manager STATUS: 12 month employee; Salary and benefits commensurate with experience. BASIC FUNCTION: To support the Administration and the goals of the District in a professional manner that provides a positive environment for students, staff and general public. To assist the Business Manager in a manner to provide the best possible functioning Business Office.

EVALUATION: The Business Manager evaluates based on job performance. JOB SPECIFICATIONS/QUALIFICATIONS: Community College/Business training or related experience in school finance preferred. School Business Official (SBO) license preferred. Ability to take instructions, direct and interact positively with others. Demonstrates proficiency in the use of: General office equipment Computers (PC's) Word processing and spreadsheet software.

Demonstrates aptitude to learn advanced technology. Maintains professional growth through organizations, workshops, seminars and/or related professional reading. Strong communication and organization skills, and ability to interact effectively with faculty, staff, students, and community. Organizational and management skills needed to effectively assist with multiple projects at the same time. Ability to prioritize, organize, and have excellent attention to detail.

Maintain a positive attitude and flexibility in daily work tasks. Ability to maintain confidentiality in all aspects of the job. GENERAL RESPONSIBILITIES: Demonstrate organization and professionalism in fulfilling the responsibilities of the position. Maintain a "service orientation" and treat all students, parents, staff, and visitors with professional courtesy. Demonstrate a positive attitude toward school, students and job while communicating the same to the community.

Contribute as a collaborative member of the District Office Team. Attend professional learning opportunities as needed to stay current with state and federal regulations and requirements. Maintain professionalism and confidentiality with student and personnel records and school operations. ESSENTIAL FUNCTIONS: Assist Business Manager with the preparation of the annual year-end financial report, journal entries and audit preparation.

Perform limited School Business Official (SBO) duties in the absence of the Business Manager, as assigned and authorized. Maintain district general ledger account numbers as needed, post journal entries and account corrections as necessary. Monitor and adjust charts of accounts coding in accordance with state and federal guidelines. Review general ledger account coding for accuracy across all accounting functions, including accounts receivable, accounts payable, payroll and fixed assets.

Reconcile bank statements and research discrepancies as needed. Assist with assigning student textbooks, preschool, transportation fees, and facility rental; send monthly notifications regarding outstanding balances. Monitor and prepare documentation for the district purchase card program and the Amazon Business account. Process and maintain employee benefits system for enrollment, staff training and education in partnership with employee benefits providers.

Maintain special education contracts and related documentation. Prepare billing documentation for Open Enrollment, Special Education tuition and Supplementary Weighting for review by the Business Manager. Retrieve weekly medicaid reports, allocate funds to appropriate accounts and reconcile monthly invoices. Assist with financial recordkeeping and reporting for district grants, including processing grant funds and preparing required reports.

Assist with local categoricals, reconciling and reporting. Assist with month-end, fiscal year-end, and calendar year-end financial system processing; print and distribute general ledgers and monthly financial reports. Cross-train to provide backup support for payroll and accounts receivable functions. Perform other duties assigned. PHYSICAL REQUIREMENTS: Able to answer and communicate over the telephone in a clear, precise voice.

Able to write and record reports utilizing basic computer functions. Able to sit, reach, carry, push, bend body at waist, bend both knees, twist, and stoop while handling items. Able to read and interpret policies, procedures and employee handbook. Occasionally lift up to 50 pounds using proper lifting techniques. WORKING CONDITIONS: Primary work setting is the District Administration Office but duties at times may require working within the various attendance centers in the district.

May be required to drive school vehicles to carry out the responsibilities of the position. May be required to work additional hours as required during certain times of the year. The statements contained herein describe the scope of the responsibility and essential functions of this position, but should not be considered to be an all-inclusive listing of work requirements. Individuals may perform other duties as assigned.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time unless restricted by a negotiated contract. The Marion Independent School District is an EEO/AA employer. Inquiries by employees or applicants for employment regarding compliance with equal employment opportunity and affirmative action laws and policies, including but not limited to complaints of discrimination, will be directed to the Affirmative Action Coordinator by writing to the Affirmative Action Coordinator, Janelle Brouwer, Superintendent, Marion Independent School District, Marion , Iowa 52302; or by telephoning 319-377-4691.

Inquiries or complaints regarding sex discrimination may be referred to the District's Equity and Title IX Coordinator, Gretchen Kriegel, Assistant Superintendent, 777 South 15th Street, Marion Iowa, 52302, 3190377-4691, [email protected]. Inquiries by employees or applicants for employment regarding compliance with equal employment opportunity and affirmative action laws and policies, including but not limited to complaints of discrimination, may also be directed in writing to the Equal Employment Opportunity Commissions, Milwaukee Area Office, Reuss Federal Plaza, 310 West Wisconsin Ave., Suite 500, Milwaukee, WI., 53203-2292, (414) 662-3680 or TTY (800) 669-6820. http://www.eeoc.gov/field/milwaukee/index.cfm or the Iowa Civil Rights Commission, 6200 Park Avenue, Suite 100, Des Moines, Iowa, 50321-1270, (515) 281-4121 or 1-800-457-4416, http://www.iowa.gov/government/crc/.

This inquiry or complaint to the federal office may be done instead of, or in addition to, an inquiry or complaint at the local level. Further information and copies of the procedures for filing a complaint are available in the school district's central administrative office and the administrative office in each attendance center.