Job Summary

Under the supervision of the assigned manager, the Accounting Specialist performs a variety of complex clerical, data processing and/or technical accounting work involved in developing, maintaining and auditing data sets specific to their department, and serving as a technical resource to HCOE, school district and charter school staff.

Distinguishing Characteristics

This is a mid-level position which requires independent decision-making.  A Specialist is responsible for the collection, reconciliation and reporting of specialized groups of data.  A Specialist works with complex data and performs technical and clerical duties specific to their assigned department.  A Specialist serves as a technical resource to HCOE, local school districts and charter schools, preparing and providing training and support in both one-on-one and group settings clearly communicating complex processes.

Essential Duties:

• Assumes the lead responsibility for a complex accounting unit;
• Gathers, audits, posts, reconciles and proofreads accounting, statistical, or financial reports and data;
• Performs auditing functions over school district and department accounting information;
• Maintains and develops files and procedures, audits documents, records, worksheets and reports;
• Reviews transactions for compliance with state accounting rules, as well as legal requirements;
• Reconciles county cash accounts;
• Performs year-end closing functions;
• Prepares complex monthly, quarterly, semi-annual and annual reports;
• Trains other personnel;
• Provides guidance, training and technical support to school district fiscal support staff;
• Provides information to, and seeks information from, other county office employees, school personnel, auditors, state, federal and county representatives, vendors, and the public;
• Utilizes a variety of technologies and may be required to develop customized spreadsheets using proprietary or public domain accounting software;
• Assists in design, maintenance and implementation of accounting software for the purpose of meeting user needs;
• Assists in coordinating the work of the unit in the absence of the Accounting Supervisor.

Employment Standards:

Knowledge of

• Departmental principles and practices
• Concepts and techniques related to the research, gathering, compiling, auditing and processing of specific sets of data.
• Principles and practices of training and providing work direction as part of a team.
• Applicable sections of California Education Code and other federal and state laws, rules, and regulations.
• Office practices, methods and procedures
• Computer database systems and computer-based systems.

Ability to

• Prepare, process and verify data and report information rapidly and accurately at an acceptable standard of efficiency and to meet assigned timelines
• Analyze information and statistics and prepare reports, specifications, and correspondence
• Make recommendations regarding improved policies and procedures
• Audit the record keeping work prepared by other school personnel.
• Follow written and oral instructions
• Work independently with little direction
• Prepare, organize and maintain records and files
• Present complex technical information to individuals, small and large groups effectively.
• Professionally represent the office to other schools, businesses and agencies as necessary
• Adjust to changing work demands, including but not limited to changes in procedures, technologies and fluctuations in workflow
• Communicate effectively orally and in writing and one-on-one in scheduled online meetings as needed
• Establish and maintain effective working relationships with those contacted in the performance of duties

Minimum Qualifications

Education And Experience

• Associate’s degree in Business Administration, Accounting, or a related field and two (2) years of equivalent related experience, OR
• Three (3) years related experience with increasing responsibility

Preferred Qualifications

• Experience working in a school district or county office of education.

Working Conditions

With or without accommodation, this position includes prolonged periods of standing or sitting, frequent walking, and occasional bending, stooping, and reaching. The employee must be able to lift, push, and pull objects up to 30 pounds. Visual and auditory abilities are required to perform essential job functions. Must be able to operate computer and other office equipment

Other Requirements

• Must be fingerprinted and a satisfactory Department of Justice records check must be received by HCOE prior to employment.
• TB testing and/or risk assessment will be required upon employment.
• Other requirements as appropriate for the job responsibilities.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

SALARY: Range 15 on the adopted salary scale for classified employees.