Financial Planning Clerk (Immediate Opening)

Weslaco, TX, United States
Sep 06, 2019
Position at IDEA Public Schools

At IDEA Public Schools, we believe in college for ALL and we are committed to ensuring that all of our students graduate from college. IDEA Public Schools has grown from a small school to the fastest-growing network of tuition-free Pre-K-12 public charter schools in the United States sending 100% of our students to college. 5 0 % of our students graduate from college in 6 years - that's 8 times the national rate for students in our communities!

IDEA was founded in 2000 as a single school with 150 students in the Rio Grande Valley. When interest exceeded building capacity, to meet the demands, IDEA's co-founders committed to serving more students in the Rio Grande Valley of Texas and beyond. We now serve nearly 45,000 students across Texas and Louisiana. By 2022, IDEA will serve 100,000 students. Be on the lookout for IDEA schools opening near you-with continued growth in our current regions and new launches in Tarrant County (Fort Worth/Arlington), New Orleans, Houston (2020), Permian Basin (2021), and Tampa Bay (2021)!

When you choose to work at IDEA, you are part of our IDEA Team and Family. You will work alongside team members who set and reach ambitious goals every day, are excited to continue to grow with IDEA, and work relentlessly to make college for all a reality.

To learn more about IDEA, check out this video .

About the Rio Grande Valley:

Since 2000, IDEA Public Schools has grown from a school of 150 students in Donna, TX to the fastest- growing family of tuition-free, public charter schools in the United States. In the Rio Grande Valley, we are a nucleus of four counties (Cameron, Hidalgo, Starr and Willacy County) that work as one unit to support our children academically and holistically.

RGV is home to a population of just over 1.3 million residents. Children across the region truly benefit from IDEA's mission of college for all as only 1 out of 17 students graduate college-ready. Our mission holds true as we have 2,400 IDEA alumni that currently attend, or have graduated from, 150 colleges and universities across the country.

Join our passionate team of changemakers in south Texas as we prepare to expand our home region to 55 schools, serving over 38,000 students in 2022.

Role Mission: The Business Office strives to support the leadership at IDEA as we work together to meet and exceed our ambitious financial and student achievement goals.The Financial Planning Clerk will support the Financial Planning Team Managers to increase efficiency and provide high level support in meeting shared goals within the Business Office, HQ, Regional and Schools Team.

  • Upload a balanced budget by the start of the new fiscal year.
    • Support campus, regional and headquarters budget managers and their staff during the annual planning and budgeting process.
    • Support in building and updating rosters for the upcoming fiscal year by identifying errors and tracking revisions based on changes throughout the process.
    • Support in collecting detailed budgets and ensuring requested budgets meet targets by fund and overall amount.
  • Provide high quality onboarding for 100% of Business Clerks and quarterly professional development.
    • Maintain consistent budget partner check points, with a focus on new Financial Managers and struggling teams.
    • Contribute to the creation and maintaining of quality reference materials, such as the Business Clerk Playbook.
    • Assist in developing and delivering high quality Business Clerk onboarding and ongoing professional development by coordinating and executing all training logistics. Partner with the CFO Executive Assistant to coordinate Business Clerk onboardings and professional development.
    • Support the Business Clerk hiring process by screening candidates.
  • Meet the $110 million operating income target. Strategy to meet goal
    • Review and approve budget transfers requests submitted by financial managers.
    • Create requested account strings in alignment with local nomenclature and Financial Accountability System Resource Guide (FASRG) rules.
    • Manage and submit Financial Planning Team members' expense claims, reimbursements and per diems in Concur.
    • Support Financial Planning Team projects and annual initiatives.
  • We look for Team and Family who embody the following values and characteristics:
    • Believes and is committed to our mission and being an agent of change: that all students are capable of getting to and through college
    • Has demonstrated effective outcomes and results, and wants to be held accountable for them
    • Has a propensity for action, willing to make mistakes by doing in order to learn and improve quickly
    • Works with urgency and purpose to drive student outcomes
    • Thrives in an entrepreneurial, high-growth environment; is comfortable with ambiguity and change
    • Seeks and responds well to feedback, which is shared often and freely across all levels of the organization
    • Works through silos and forges strong cross-departmental relationships in order to achieve outcomes
    • We believe in education as a profession and hold ourselves to high level of conduct, professionalism and behaviors as models for our colleagues and students.

    • Mission Focus - focuses on IDEA's core purpose of getting all students into college
    • Record of Results - holds high expectations for self and others to achieve and surpass intended goals
    • Problem Solving - able to synthesize, analyze, and prioritize data and opportunities to develop strategies for achieving quantifiable goals
    • Communication - effectively conveys information using a variety of channels and techniques
    • Continuous Improvement - proactively identifies opportunities to improve and consistently reflects on past actions to guide future decisions

    • Education: HS diploma or GED
    • Experience: 3-4 years in accounting and/or data analysis

    Knowledge and Skills:
    • Knowledge of basic accounting procedures
    • Ability to utilize Enterprise Resource Planning System databases and analyze data in Excel
    • Ability to communicate effectively communicate financial goals, recommendations and results
    • Hold ethics and values of data integrity to high standards

    • Salaries for this role typically fall between $17.44 hr. and $21.80 hr. commensurate with relevant experience and qualifications. This role is also eligible for a performance bonus based on individual and organizational performance and goal attainment.

    IDEA Public Schools does not discriminate on the basis of race, color, national origin, age, sex or disability, in admission or access to, or treatment of employment in its programs and activities. Any person having inquiries concerning the organization's compliance with the regulations implementing Title VI of Civil Rights Act of 1964 (Title VI), Section 504 of the Rehabilitation Act of 1973 (Section 504), or Title II of the Americans with Disabilities Act of 1990 (ADA), may contact IDEA Human Resources at (956) 377-8000.

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