Accounting, Bookkeeping, Budget Management, Budgeting, Chargebacks, Claims Processing, Communication Skills, Computer Skills, Documentation, Establish Priorities, File Maintenance, Financial Compliance, Financial Operations, Financial Policies, Financial Services, Financial Support, Financial Systems, Interpersonal Skills, Inventory Management, Maintain Compliance, Multitasking, Online Payment Processing, Operational Support, Organizational Skills, Presentation/Verbal Skills, Print Journalism, Problem Solving Skills, Productivity Management, Reimbursement, Revenue/Sales Reporting, Sales Tax, Tax Reporting, Time Management, Typing, Willing to Travel, Word Processing
Reports To: Financial Clerk Coordinator
Duty Days: 206 Days
Wage/Hour Status: Non-Exempt
Pay Grade: AS03
Date Edited: 07/2026
Qualifications:
College hours, high school diploma, or GED
Proficient typing, word processing, and electronic file maintenance skills
Effective organizational, communication, and interpersonal skills
Accounting or bookkeeping skills preferred
Experience with computer applications including Excel
Detail oriented and adaptive
Primary Purpose:
Provide end-to-end financial support to assigned campuses while meeting performance expectations in responsiveness, productivity, accuracy, workload management, and technology utilization.
Major Duties and Responsibilities:
Responsiveness & Communication:
- Respond to stakeholders in a timely manner, incorporate feedback, and solve problems proactively.
- Support an inclusive and diverse team environment.
- Quickly adapt to improve workflows and meet campus needs.
- Collaborate with District principals to meet financial deadlines within compliance.
Productivity:
- Complete financial tasks within timelines, maintain workload volume, and consistently meet reporting deadlines.
- Maintain knowledge and compliance with District financial policies to support the financial operations of the campuses.
- Collaborate with District principals to create annual campus budgets.
- Monitor campus budgets regularly and submit budget transfers, budget amendments, and journal vouchers, as needed.
- Enter requisitions in the District financial system using appropriate procurement.
- Enter receiving documents and submit invoicing for payment.
- Prepare deposits, deposit logs, and related sales tax reports as necessary.
- Support online payment processes.
- Complete campus print shop chargeback reporting.
- Process expense claims for campus personnel.
- Provide monthly financial reports to campus principals and sponsors.
Accuracy & Quality:
- Ensure accurate financial processing, maintain compliance, produce audit-ready documentation, and demonstrate professional written and verbal communication.
Workload Management & Capacity:
- Prioritize tasks and multitask shopping, inventory control, and financial processing of purchases, revenue activities, claims, and trips effectively, while maintaining performance under pressure.
Technology Utilization:
- Effectively use financial systems and tools to increase productivity and campus reliability.
- Other duties as assigned.
Equipment Used:
Personal computer, scanner, printer, copier, shredder, safe
Working Conditions:
Work with frequent interruptions. Maintain emotional control under stress. Required travel within the district to campuses. Repetitive hand motions. Active shopping and lifting boxes of deliveries and workroom inventory.
K
Katy Independent School District