Secretary, Financial- Records

Springfield, MO, US
Jun 11, 2021
Job Title: Secretary, Financial- Records

Reports to: Director of Performance Analytics

Work Schedule/FLSA Status: 12 months per year/Non-Exempt

Tenure Track: No

Social Security Contribution: Required

Salary: Secretarial/Clerical Salary Schedule, C160

Purpose Statement

The Secretary, Financial- Summer School/Records., provides support for department functions with specific responsibility for performing activities related to the accurate processing of payment for approved invoices and contract payments; recording and updating related financial information; and providing instructions and/or accounting support to other personnel in accordance with established practices; and responding to inquiries from District personnel and outside agencies. Serves as the clerical assistant for the department.

Essential FunctionsAssists in storing files designated for retention for the purpose of following District procedures and standards.

Compiles financial information related to work assignments to provide required documentation and/or processing information.

Informs other staff and/or outside parties regarding procedural requirements for the purpose of processing transactions.

Maintains audit records for the purpose of providing requested supporting documentation required for audit.

Ensures that financial information, files and records are availability and in compliance with established policies and regulatory guidelines.

Monitors account balances and related financial activity to ensure that allocations are accurate and complying with established financial practices.

Participates in unit meetings, in-service training, workshops, etc. to convey and/or gather information required to perform job functions.

Prepares written materials and electronic financial information, as assigned to document activities, provides reference, convey information, and comply with established financial, legal and/or administrative requirements.

Processes financial transactions, as directed for the purpose of updating and distributing information, authorizing for action and/or complying with established accounting practices.

Reviews documentation to ensure compliance with procedures and accounting practices.

Responds verbally or in writing to inquiries from staff, administration, and outside entities regarding financial procedures and transactions to provide information, direction and/or referral for addressing inquiry.


Education and Experience

High School Diploma or its equivalent.

Six months to one year of job related experience, required

Certificates, Licenses and Other Special Requirements

Must pass a Criminal Background Clearance.

Knowledge, Skills, and Abilities

Knowledge of basic math, including calculations using fractions, percentages, and/or ratios; read a variety of manuals, write documents following prescribed formats, and/or present information to others; and solve practical problems.

Knowledge based competencies required to satisfactorily perform the functions of the job include accounting/bookkeeping principles; business telephone etiquette; common office machines; and concepts of grammar and punctuation; and office methods and practices.

Skill to perform multiple, technical tasks with a need to routinely upgrade skills in order to meet changing job conditions.

Skill based competencies required to satisfactorily perform the functions of the job, including operating standard office equipment; performing standard bookkeeping; preparing and maintaining accurate records; and using pertinent software applications.

Ability to analyze situations to define issues and draw conclusions.

Ability to schedule a number of activities, meetings, and/or events; gather, collate, and/or classify data; and use job-related equipment.

Ability to work with others under a wide variety of circumstances; working with data utilizing defined but different processes; and operate equipment using defined methods.

Ability to work with diverse individuals and/or groups; work with data of widely varied types and/or purposes; and utilize job-related equipment.

Ability to analyze issues and create action plans.

Ability to collaborate and communicate effectively with internal and external stakeholders.

Ability to apply critical thinking/problem solving to improve work processes.

Ability to maintain confidentiality; set priorities; meet deadlines and schedules; work with detailed information; and adapt to changing priorities.

Ability to set high expectations for self and others; set and monitor progress toward goals; and utilize and offer effective feedback for continuous improvement.

Ability to work as part of a team; adapt to changing priorities; and apply logical processes and analytical skills.

Working Conditions and Physical Requirements

Work environment is primarily inside, where the noise and temperature levels are moderate.

The work is sedentary work which requires exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body.

Must possess the physical ability to work primarily with fingers, perceive the nature of sounds, make rational decisions through sound logic and deductive processes, express or exchange ideas by the spoken word, substantial movements (motions) with the hands, wrists, and/or fingers, and discern letters or numbers at a given distance.

Additionally, the following physical abilities are required: handling, hearing, manual dexterity, mental acuity, reaching, repetitive motion, speaking, talking, visual acuity, and walking.

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