FISCAL SERVICES ASSOCIATE I

Portland Public Schools (PPS) is seeking talented people from diverse backgrounds and experiences to lead change and inspire PPS students. At PPS, every employee, despite having different roles, is an educator. We hope to attract talented educators who model the core PPS Educator Essentials. With the District’s focus on eliminating systemic racism and its adverse impact on student learning, we seek to hire individuals who bring to our district a deep commitment to racial equity and social justice.
The District is committed to equal opportunity and nondiscrimination in all its educational and employment activities. The District prohibits discrimination based on perceived or actual race; national or ethnic origin; color; sex; religion; age; sexual orientation; gender expression or identity; pregnancy; marital status; veteran’s status; familial status; economic status or source of income; mental or physical disability or perceived disability; or military service.
504 Coordinator: Katie Loewen, kloewen@pps.net, 503-916-3337 x63337
ADA Coordinator: Jey Buno, jbuno@pps.net, 503-916-3360
Title IX Program Manager: Bobby Cruz, bcruz@pps.net, 503-839-3660

KNOWLEDGE OF:

Terminology, principles and practices in one or more of the disciplines within general financial accounting, budgeting, payroll, purchasing, contracting, bookkeeping and budgeting systems.
Specialized budgeting, accounting, payroll, and similar financial software.
Current technologies, office equipment, spreadsheet and word processing software. Effective written and oral communication techniques.
Techniques and principles of high-quality customer service.

EDUCATION, TRAINING AND EXPERIENCE:

The Fiscal Services Associate I requires an Associate’s degree in Business, Finance or a related field and one (1) year of experience performing basic accounts payable, receivable, general ledger, payroll, purchasing, contracting, budgeting or general bookkeeping activities or two (2) years of experience as a Finance Clerk, High School Bookkeeper or Payroll Benefits Clerk with the Portland Public Schools. Additional demonstrated experience in one of these areas may substitute for the required Associate’s degree on a year-for-year basis.
Any other combination of training and experience which demonstrates the applicant is likely to possess the required skills, knowledge and abilities may be considered.

The classification specification does not describe all duties performed by all incumbents within the class. This summary provides examples of typical tasks performed in this classification.

• Compile, code, verify, reconcile and prepare a wide variety of financial information related to work assignments in areas such as general ledger, accounts payable, accounts receivable, purchasing, payroll, budget, grants, bond-funded and similar financial activities. “E”
• Prepare and update a variety of accounting, payroll, budget, purchasing, contracting and other financial records; provide information in the form of reports, summaries, graphs and charts; utilize specialized software, spreadsheets and similar tools for recording, summarizing and displaying data; generate and distribute various financial reports. “E”
• Review completed financial, budget, purchasing, payroll, contract and/or accounting forms for accuracy and completeness of information; adjust accounts following established guidelines and procedures; correct posting errors through appropriate journal entries and related documents. “E”
• Review financial documents, contracts, purchase orders, payroll time reports, reimbursements, invoices and expenditures and similar documents to ensure that District payroll, disbursements, purchases, payments and accounting matters are transacted in accordance with mandated requirements, such as wage and hour law, collective bargaining agreement provisions, approved contracts, specially funded programs, purchase orders, District policies and procedures and similar requirements. “E”
• Serve as a resource to District staff and stakeholders to answer questions related to assigned activities and functions, such as completing paper and on-line forms, financial data and similar activities. “E”
• Process specialized information, reports and forms, such as for fees, billing, project tracking, retirement system, deferred compensation, payroll, contracts, purchase orders, budget documents and other areas of financial operations. “E”
• Review and verify appropriation transfers, encumbrances, and expenditure documents for compatibility with funding sources, appropriation restrictions and availability of funds. “E”
• Review invoices and supporting documentation for proper authorization and conformance to accounting requirements; prepare payments through the District’s financial accounting system; process and distribute progress payments; answers payment inquiries from vendors; follow- up on and resolve related problems. “E”
• Provide information and resolve inquiries, problems and concerns from contractors, vendors, employees, administrators and District stakeholders regarding invoices, payments, payroll, budgets,

grants, purchases, fiscal policies, procedures and practices, rules and regulations related to District financial systems and protocols. “E”

• Establish, maintain, file and retrieve a variety of financial services records, documents, contracts and related materials. “E”
• Maintain current knowledge and expertise regarding laws, rules, policies and procedures governing assigned functional area(s); participate in meetings, in-service training, and workshops to gather information required to perform assigned job functions. “E”
• Demonstrate a commitment to the Portland Public Schools Equity Initiative by developing a thorough knowledge and application of the district Racial Educational Equity Policy, Equity in Public Purchasing and Contracting and other board policies; participate in staff development, in-services and trainings related to diversity, equity and inclusion in the workplace and in K – 12 education; model appropriate behaviors; develop, recommend and implement improvements to business practices with awareness and understanding of their impact in a racially and culturally diverse community. “E”

· Provide training, work direction and guidance to assigned staff as appropriate. “E” · Perform related duties as assigned.
Note: At the end of some of the duty statements there is an italicized “E”, which identifies essential duties required of the classification. This is strictly for use in compliance with the Americans with Disabilities Act.