Mission

Each student, in keeping with their individual abilities and gifts, will complete high school with a foundation of learning necessary to thrive in life, work and continued learning.

Values

Students come first. Learning is our central purpose. Public education serves the common good.

Culture

The CBE strives to create a dynamic, diverse, and collaborative culture. We value diversity and welcome applications from all qualified individuals.

Additional Information

Lakeshore school is seeking a highly collaborative staff member to join our office / admin support team. The successful candidate must be able to work in a team environment and manage the financial needs of a large, dynamic and growing school. Familiarity with Calgary Board of Education administrative regulations and financial applications is a necessity as is a skillset that includes attention to detail.

Position Description

Responsibilities

The Bookkeeper is expected to fulfil any of the following functions, however, responsibilities and assignments may vary from one location to another:

1. Maintaining school or Department financial records and assisting with annual budget preparation:

• Assists the Principal, Department Manager or Business Manager in preparing the school/department budget, provides pertinent financial data to stakeholders, and may make recommendations in setting budget priorities;
• Monitors spending and provides reports,
• Prepares journal entries and requests budget transfers as necessary;
• Confirms the accuracy and timeliness of monthly financial reports,
• Maintains records of school/ project expenditures and revenues for the decentralized and school generated funds;
• In a school based position, provides input in the development of procedures for school opening and closing as requested.

2. Receiving, recording and depositing all cash and other negotiable items:

• Responsible for the intake of funds from cash, cheque and credit cards; issues receipts, prepares and processes bank deposits;
• Performs bank reconciliations in a timely manner and records deposits in appropriate general ledger accounts;
• Monitors bank account levels and makes recommendation concerning school investments;
• Maintains control of petty cash funds, disburses cash and issues cheques in payment of expenditures;
• Responsible for the collection of accounts and NSF cheques;
• The collection/refunding of school and non-school based fees;
• Oversees the assignment of locks and lockers;
• Responsible for the inventory of Purchase Cards (PC’s).
• In a school setting is responsible for the distribution of keys, bus passes, parking assignments, and other related items. Oversees the assignment of locks and lockers and coordinates text book rentals.

3. Assists the Principal, Department Manager and/or Business Manager in the following areas concerning goods and services procurement, distribution and receipt:

• The preparation of purchase requisitions and disbursement vouchers for supplies, equipment and services, and ensures the accurate maintenance of files of requisitions and purchase orders;
• The receipt, verification and distribution of incoming supplies and equipment and verification of suppliers’ invoices for payment;
• Maintenance of an inventory of equipment and makes recommendations for repair/ replacement, and surpluses equipment as required;
• Preparing directive to invoice for services related to projects and memoranda of understanding and student accounts.

4. Remaining current with respect to CBE administrative regulations and practices as they pertain to finances and purchasing, advising school administration, as appropriate.

Qualifications

Education and Experience

• High school completion combined with courses (including an accounting or bookkeeping course) towards an office administration and/or accounting certificate from a recognized post-secondary institution.
• Two years of related office experience with specific budgetary/ accounting or bookkeeping experience is required.
• Completion of a one year certificate in accounting/ bookkeeping combined with six months of related experience is an alternative.

Demonstrated Skills and Competencies

• Demonstrated experience with accounting and management software is required.
• Demonstrated integrity and trustworthiness are required.
• The ability to work independently, multi-task, relate positively to students, staff and parents and suppliers is necessary.
• Well-developed communication and organizational skills are required.
• Must be able to deal with constant interruptions.
• Personal suitability.