Business Services Assistant

Overview: The Business Services Assistant provides comprehensive financial, clerical, and operational support to the Business Services Department and Chief Financial Officer (CFO). The role also supports data analysis through the creation and maintenance of Excel spreadsheets and reports used for budgeting, auditing, and operational decision-making. The ideal candidate is detail-oriented, collaborative, highly organized, and capable of maintaining confidentiality while working in a fast-paced educational environment. This position will report to the Chief Financial Officer. PRINCIPAL DUTIES Provide comprehensive and collaborative support to the Business Services Team. Provide clerical and administrative support to the Chief Financial Officer (CFO). Assist with ERP system maintenance, troubleshooting, and support ticket resolution. Support ERP chart of accounts code setup in accordance with State requirements and district procedures. Assist in preparing the Annual Comprehensive Financial Report (ACFR) and bond-related documents. Assist with development of user training materials for Business Services staff and end users. Provide end-user support and training related to budget creation and budget monitoring for department and school leaders. Coordinate outreach and communication activities for the Business Services Team. Support position control processes, including auditing and maintaining data accuracy. Assist with the preparation and maintenance of line-item budget documents. Prepare and process correcting journal entries as needed. Assist with communication and maintenance of payroll funding codes for positions and supplemental pay items. Provide accounting and budget support for local, state, and federal grant programs. Support Audit Committee meetings, including preparation of agendas, meeting invitations, materials, and minutes. Enter invoices for payment into the IV system accurately and timely. Assist the CFO with preparation and organization of materials related to district union negotiations. Monitor assigned program and categorical budgets and report variances or concerns. Create, maintain, and analyze Excel spreadsheets and reports for financial tracking, budgeting, audits, and operational analysis. Demonstrate an understanding of basic accounting functions, including accounts payable, journal entries, budgeting, and financial reconciliation processes. Maintain strict confidentiality regarding financial, personnel, and organizational information. Perform other duties as assigned. ESSENTIAL SKILLS AND APTITUDES Proficiency in using Microsoft Office software, Internet technology, and Google suite. Proficiency in ERP system software used by the District. Ability to communicate with and build positive relationships with staff and others. Effective oral and written communication. Proficiency in grammar, spelling, punctuation, and related communication skills, including proofreading, editing, and creating original documents. Ability to problem solve independently and with others, take initiative, and work independently without supervision. Demonstrates critical thinking skills and problem-solving abilities. Demonstrated commitment to report to work as scheduled on a regular and reliable basis. Ability to organize, prioritize, and assume responsibility. Capacity to represent the District in a professional manner, which includes but is not limited to confidentiality, collegiality, and the ability to obtain and utilize additional training, if necessary. Aptitude for detail. Ability to work as a team member. Ability to work with limited supervision. Ability to work under pressure with frequent interruptions. LANGUAGE SKILLS: Ability to read, analyze, interpret, and implement ideas contained in technical documents, reports, regulations, etc. Ability to effectively write reports and communications. Ability to effectively present information orally and respond to general questions. MATHEMATICAL SKILLS: Ability to perform accounting functions including the use of spreadsheets and other data computation tools. REASONING ABILITY: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form, and deal with several abstract and concrete variables. Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems. Ability to deal with nonverbal symbol