Primary Role:
Manage the school's daily financial transactions and records on site, while working as part of TMSA's Central
Office Finance team to ensure accurate reporting and compliance with TMSA procedures.
Qualifications:
- Associate degree in accounting, business, or a related field required; bachelor's degree preferred.
- At least two years of bookkeeping, accounting, or related financial administrative experience;
school finance experience preferred.
- Knowledge of financial recordkeeping, account reconciliation, purchasing, and budget tracking.
- Proficiency with spreadsheets and office software; experience with Bill.com or similar systems
preferred.
- Strong attention to detail, organization, communication, and confidentiality.
- Ability to work independently at a school campus while collaborating with the Central Office
Finance team and school staff.
Skills:
- Accurate bookkeeping, account reconciliation, and financial recordkeeping.
- Strong Excel or Google Sheets skills for tracking expenses and reviewing budgets.
- Ability to review invoices, receipts, and purchase requests for accuracy and completeness.
- Organization and time management across multiple deadlines.
- Clear communication with school staff, vendors, and the Central Office Finance team.
- Sound judgment, problem-solving, and attention to detail.
- Ability to maintain confidentiality and follow financial procedures.
- Customer service skills and the ability to explain procedures to school staff.
Duties and Responsibilities:
- Maintain accurate and organized records of the school's financial transactions.
- Collect, document, and prepare school funds for deposit in accordance with TMSA procedures.
- Record and track revenues and expenses for student activities and clubs, including fees,
fundraising proceeds, purchases, and event expenses. Maintain supporting documentation and
reconcile activity and club balances regularly.
- Review purchase requisitions, invoices, receipts, and payment requests for accuracy, supporting
documentation, account coding, budget availability, and required approvals.
- Help school staff follow TMSA purchasing and credit card procedures before making purchases.
- Enter and track transactions in TMSA's financial systems, including Bill.com, as assigned by the
Central Office Finance team.
- Assist the principal and Finance Department with budget preparation, revisions, and transfers.
- Track credit card purchases and collect documentation needed for monthly reconciliation.
- Respond to financial questions from school staff and vendors, referring matters that require
approval or policy interpretation to the Finance Department.
- Prepare records and reports for monthly reviews, audits, and other Finance Department requests.
- Safeguard financial records and maintain the confidentiality of employee, student, and vendor
information.
- Perform other related duties as assigned by the Central Office Finance Department and the school
principal.