About The Position

Under general supervision, the Financial Secretary/Data Manager performs clerical, technical, and administrative support duties in a school. The role requires a broad understanding of office operations and the ability to independently complete learned tasks, resolve problems of medium difficulty with limited assistance, and refer unusual or precedent-setting situations to higher-level supervisors. The position maintains school databases and records, including student attendance, enrollment, schedules, grades, demographics, immunizations, and exceptional-student information. It also supports financial and general office operations by maintaining records, processing documents, preparing reports and payroll-related materials, and assisting teachers and administrators with scheduling projects. The employee performs duties with limited supervision and may carry out other duties as assigned.

Requirements

  • High school graduation or equivalent.
  • At least three years of office experience; experience in a school setting is preferred.
  • Financial experience is required.
  • Computer skills are required; a demonstration may be required if interviewed.
  • Knowledge of modern office practices and procedures.
  • Ability to communicate effectively in person, by telephone, and electronically with a wide audience; to be tactful and courteous; and to establish effective working relationships with supervisors, students, parents, coworkers, and the public.
  • Ability to operate common office machines; understand and follow oral and written instructions; organize and file records; sort and distribute documents; and maintain accurate records and prepare standard reports.
  • General knowledge of grammar, spelling, vocabulary, elementary arithmetic, word-processing, spreadsheet and file-maintenance programs, and organization and administration principles.
  • Ability to transcribe information and prepare standardized forms, letters, and reports; respond to questions using knowledge of the department; and type accurately at a moderate rate.
  • General knowledge of school-based Home Base.
  • Ability to function successfully in stressful situations and during high-volume periods.
  • Ability to perform the physical functions of stooping, crouching, reaching, standing, walking, fingering, grasping, talking, hearing, and repetitive motions.
  • Ability to perform sedentary work involving occasional exertion of up to 20 pounds and frequent or constant exertion of up to 10 pounds to move objects.
  • Visual acuity to operate a computer terminal and other office equipment and perform extensive reading; physical ability to operate office machines.
  • If offered a position, pass the required health exam, criminal records check, and drug test.

Nice To Haves

  • At least two years of post-secondary business or office education.
  • Office experience in a school setting.
  • Knowledge of relevant software databases.

Responsibilities

  • Maintain, prepare, and troubleshoot hardware, software, and databases related to student records and school operations.
  • Enter, store, retrieve, and post information to departmental records; prepare daily backup copies and maintain computer records.
  • Identify program deficiencies or operational failures and develop remedies.
  • Prepare, review, transcribe, compose, and complete forms, notices, letters, reports, statements, and other materials, ensuring accuracy in spelling, punctuation, grammar, and format.
  • Process, sort, verify, and file applications, purchase requisitions, travel expenses, mail, and other routine documents.
  • Maintain receipt books and office records relating to accounts, inventories, payroll, and related statements.
  • Compile data from standardized reports and prepare summaries and statistical reports for school administrators and the North Carolina Department of Public Instruction as required or requested.
  • Maintain student attendance records, process attendance forms, reconcile late arrivals and check-outs with absences, enter absence-excuse codes, and prepare correspondence to parents about excessive absences.
  • Maintain student enrollment records, including personal, demographic, immunization, grade, schedule, transportation, lunch, medical, and emergency-contact information.
  • Record student withdrawals and reasons for withdrawal, prepare statistical reports, and record student suspensions.
  • Maintain records for exceptional students served by the school, including enrollment, personal data, and information about individual disabilities.
  • Compare data across information systems when needed and contact officials to resolve discrepancies.
  • Perform routine maintenance on computers and peripheral equipment, including replenishing paper and toner, replacing ribbons, and cleaning equipment.
  • Attend seminars, conferences, workshops, classes, or lectures to maintain knowledge of database management developments, particularly the HOME BASE system.
  • Reconcile manual and computer reports monthly.
  • Assist teachers and principals with scheduling projects.
  • May serve on school or school-system committees and participate in their meetings and activities.
  • May answer telephones, greet visitors, respond to inquiries, provide information or referrals, and record and relay messages.
  • Perform minor administrative and clerical duties and relieve a supervisor of office details.
  • Prepare payroll, purchase orders, invoices, and budgeting functions.
  • Occasionally develop or revise procedures for non-complex work.
  • Perform related work and other duties as assigned.
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