Bookkeeper

Job Type

Full-time

Description

SUMMARY

The school bookkeeper maintains records of financial transactions and supports the school's day-to-day operations by performing the more sensitive, complex office functions. Acts as the administrative support for the school principal, faculty, and staff. The school bookkeeper is the primary contact for the Diocesan Shared Accounting Services (DSAS).

The Diocese of Orlando four core values lay the foundation for the work performed by employee.

1. Authenticity : Conviction that God has called us to reflect exteriorly our inner life of faith in our daily living

2. Respect : Affirming each person's God-given dignity and uniqueness.

3. Courage : Inspired by this gift of the Holy Spirit, we proclaim and live the Word of God fearlessly and devotedly.

4. Commitment : Individually and collectively, we are steadfast to the team and its purpose.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The following duties and functions, as outlined herein, are intended to be representative of the type of tasks performed within this classification. They are not listed in any order of importance. The omission of specific statements of the duties or functions does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification. Other duties may be required and assigned.

Administrative Responsibilities

• Directs the management of the school office.
• Oversees the school financial records; maintains historical records by filing documents.
• Coordinates school's property and liability insurance, worker's compensation, in collaboration with diocesan Risk Manager.
• Attends all pastoral staff meetings, commission meetings and School Council meetings as necessary.
• Attends all diocesan meetings, as necessary, representing the school and the principal.
• Consults with and advises pastor and principal on business and administrative matters that affect the school.
• Maintains good working relationships, effective communications between school community, various groups and outside authorities.
• Professionally communicates and interacts with staff members, management team, and diocesan officials.
• Maintains office efficiency, oversees office supplies and contracts for machines.
• Provide historical reference by defining procedures for retention, protection, retrieval, and transfer of records.

Human Resources Responsibilities

Financial Responsibilities

§ Prepares vouchers including coding and payment of outstanding invoices.

§ Reviews monthly and periodic reporting with DSAS Staff.

Additional Responsibilities

Performs additional projects as required by the principal.

Requirements

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

CATHOLIC FAITH

Requires an appreciation and respect for the Catholic Church and its teachings. Church employees must conduct themselves in a manner that is consistent with and supportive of the mission and purpose of the Church. Their public behavior must not violate the faith, morals or laws of the Church or the policies of the diocese.

EDUCATION and / or EXPERIENCE

Bachelor's degree from an accredited university in a business-related field, finance and / or accounting required. Demonstrated technical ability in accounting or finance with four (4) or more years of professional experience in positions of increasing responsibility. Thorough knowledge of accounting principles and financial reporting methodologies. Working knowledge of budgeting principles and practices (including use of spreadsheet software), general ledger and reconciliation practices. Working knowledge of Microsoft Word and Excel. Experience with PDS, QuickBooks software, Paylocity, FACTS preferred.

OTHER SKILLS and ABILITIES

WORKING ENVIRONMENT :

Work is performed mostly in an office setting. Employee may be required to work more than 40 hours including occasional evenings and weekends; performs extensive computer work.

PHYSICAL REQUIREMENTS

Tasks require the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and / or pulling of objects and materials of light weight (15 pounds). Tasks may involve extended periods of time at a keyboard or workstation.