Account/Budget Clerk III

JOB SUMMARY

Under general direction, performs a broad range of accounting/budgeting functions with lead responsibility for accounting expense accounts.  Assigns transaction codes to documents.  Ensures documents being processed are included in the appropriate pay schedule.  Analyzes and verifies internal consistency, completeness, and accuracy of account documents and makes adjustments.

MAJOR DUTIES & RESPONSIBILITIES

• Prepares, maintains, and verifies complex and comprehensive accounting logs/ledgers and processes payments according to district policy and finance procedures.
• Researches and analyzes financial data and prepares moderately complex reports.  Completes state mandated forms and filings.
• Reviews, processes, and monitors changes from original documents to final results.
• Provides analysis and information to a variety of internal and external customers.
• Assists in year end close out activities including reviewing outstanding balances, closes inactive accounts, and other functions.
   

MAJOR DUTIES & RESPONSIBILITIES CONTINUED

• Performs other job-related duties as assigned.

EDUCATION

High School Diploma or GED

WORK EXPERIENCE

3 to 5 years

SKILL AND/OR REQUIRED LICENSING/CERTIFICATION

Microsoft Office

Office equipment (e.g., computer, copier)

LEADERSHIP RESPONSIBILITIES

No supervisory or direct people management responsibilities. May provide occasional work guidance, technical advice and training to staff.

WORK COMPLEXITY/INDEPENDENT JUDGMENT

Work and tasks are often straightforward, routine, structured and guided by established policies and procedures. Little, if any, independent judgment is required, outside of making basic choices in the selection and application of established methods. The job receives frequent, ongoing supervision.

BUDGET AUTHORITY

No budget development activity is required.

PROBLEM SOLVING

Decisions are made on both routine and non-routine matters with some latitude, but are still subject to approval. Job is occasionally expected to recommend new solutions to problems and improve existing methods or generate new ideas.

 

IMPACT OF DECISIONS

Follows rules and procedures. Decisions can have minimal or no impact to HISD. Errors can be readily detected, usually by the employee, and, if made, would result in minor expense for correction.

COMMUNICATION/INTERACTIONS

Information sharing - gives and receives information such as options, technical direction, instructions and reporting results. Interactions are mostly with customers, own supervisor and coworkers in own and other departments.

CUSTOMER RELATIONSHIPS

Takes routine or required customer actions to meet customer needs. Responds promptly and accurately to customer complaints, inquiries and requests for information and coordinates appropriate follow-up. May handle escalated issues passed on from coworkers or subordinates.

WORKING/ENVIRONMENTAL CONDITIONS

Work is normally performed in a typical interior work environment which does not subject the employee to any hazardous or unpleasant elements.
Ability to carry and/or lift less than 15 pounds.