Finance Specialist

Greater Lawrence Technical School•Andover, MA

3d•Onsite

About The Position

The Finance Specialist provides key support for the district’s financial operations, including daily cash and bank activity, general ledger reconciliation, tax and withholding reporting, and grant monitoring. The essential functions or duties listed below are intended only as illustration of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if work is similar, related or a logical assignment to the position.

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, or a related field required.
Minimum of 3 years of experience in bookkeeping, accounting, or financial support functions, preferably in a public sector or educational setting.
Proficiency in accounting software, School ERP Pro/iVisions preferred.
Knowledge of grant management systems, including GEM$ and EOE Grants.
Advanced Microsoft Excel skills (formulas, pivot tables, data analysis)
Strong attention to detail, organizational skills, and ability to manage multiple deadlines.
Ability to maintain confidentiality and comply with district, state, and federal financial policies.
Effective communication skills and the ability to work collaboratively.

Nice To Haves

Knowledge of public school finance, fund accounting, and applicable federal and state regulations strongly preferred.

Responsibilities

Manage Chart of Accounts.
Compile and distribute quarterly assessment letters.
Prepare annual state reports.
Manage scholarship accounts, ensuring funds are accurately tracked and checks are prepared in a timely manner for awards ceremonies.
Process in house invoices.
Reconcile P-card monthly and act as point of contact for bank.
Maintain long term debt schedules.
Monitor revolving account balances.
Manage student activities in collaboration with the Principal’s office.
Manage cash-handling systems accounts such as Clover and Square.
Serves as back-up to the Accounts Payable and Payroll positions as needed.
Assist the Director of Finance with finance-related tasks and special projects as needed.
Prepare and post journal entries under the direction of the Comptroller.
Record and reconcile bank account activity with the general ledger.
Maintain accurate daily cash balances and monitor cash flow.
Record, process, and apply all cash deposits and receipts.
Prepare, process, and report tax payments and federal and state withholdings.
Support month-end and year-end close activities and audit preparation.
Set up grants and grant budgets in iVisions.
Provide financial support for all grants, including budgeting, expenditures, reporting, and closeout.
Post journal entries, amendments, and reimbursement requests.
Maintain complete and accurate grant documentation to support audits and financial transparency.
Work with the Director of Finance to update grants management procedures and implement process improvements as needed.