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Financial Assistant: Lead

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Job Description - Financial Assistant: Lead

Finance Assistant: Lead





Job Description – Fulfillment of Mission


The Roger Bacon Academy is an education management organization that manages multiple charter schools.  The following mission outlines the expectations of all employees at the school level as well as employees of The Roger Bacon Academy in providing support to the schools.


Our understandings of humankind and our universe are expressed and communicated through all of our arts and sciences.  Each method of expression – language, painting, music, mathematics, and science – has its rules and techniques for effectively communicating these ideas and understandings.


These rules and techniques are the bridges over which ideas must be communicated from one generation to the next.


Thus, our Mission is:



  • To teach the rules and techniques for effective expression and communication in the arts and sciences.

  • To communicate, by these arts and sciences, our understandings of the universe and our role in it.

  • To instill a love of learning and discovery justifying a lifelong dedication to health, truth, and virtue.


Paramount for every job at every level on every campus is the fulfillment of this Mission.



Job Priorities


This Mission is furthered in accordance with the priorities observed in all aspects of school life:  Safety, Character, and Scholarship and an unfailing adherence to the School Pledge.



Financial Assistant – Lead – Job Responsibilities


Purpose:


Work under the direction of the Director of Finance in areas including financial transactions, audits, retirement administration, student uniform sales, and tax returns.



Duties and Responsibilities:



  • Post journal entries

  • Track workflow of department

  • Assist in managing 401(k) plan

  • Assist in processing accounts receivables (Sage Intact), accounts payables (Bill.com), payroll (Netchex), and benefits (Employee Navigator)

  • Assist in management of uniform shop

  • Submit sales tax refunds


 


Qualifications


The Financial Assistant - Lead will have the following experience and attributes:


 



  • Detail oriented.

  • Advanced proficiency in Microsoft Excel is essential.

  • A minimum of an Associate’s degree; focus on accounting is desirable.

  • Knowledge of general accounting principles, Microsoft Office, Intuit QuickBooks, Skype/Instant messaging, scanning, and general office practices and procedures.



  • Personal qualities of integrity, credibility, and a commitment to The Roger Bacon Academy’s mission.

  • Physical ability to lift/carry 20 lbs. and dexterity to perform the duties & responsibilities of the job.

  • Time management skills.

  • Professional communication skills.


 

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