Clerk - Financial Elementary Cluster Lead

Reports To: Financial Clerk Coordinator

Duty Days: 206 Days

Wage/Hour Status: Non-Exempt

Pay Grade: AS04

Date Created: 02/2026

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

Primary Purpose:

Act as a lead for elementary cluster financial clerks as well as provide operational support to the financial clerk coordinator. Provide financial support to campuses which includes serving as the financial clerk for a minimum of two elementary schools as directed by the financial clerk coordinator.

Major Duties and Responsibilities:

• 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.
• Provide monthly financial reports to campus principals and sponsors.
• 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 printshop chargeback reporting.
• Process expense claims for campus personnel.
• Monitor clerks assigned by the Financial Clerk Coordinator
• Support onboarding and training of new clerks
• Conduct quarterly strategic budget meetings with Campus Administrators
• Support performance targets of the Cluster
• Report regularly to Financial Clerk Coordinator on any process or performance issues
• Occasionally conduct weekly team meetings

Requirements:

• Must have a thorough understanding of cluster clerk responsibilities, campus services and workflow to quickly identify and troubleshoot process inefficiencies and operational issues.
• Must have a thorough knowledge of campus, intra- and inter-departmental communication to quickly identify and troubleshoot communication gaps and process issues.
• Must be flexible, a creative thinker, and solution focused.

Equipment Used:

Personal computer, scanner, printer, copier

Working Conditions:

Work with frequent interruptions. Maintain emotional control under stress. Required travel within the district to campuses. Repetitive hand motions. Lifting delivery boxes.