SENIOR ACCOUNTING TECHNICIAN (Promotional & Open Competitive)

San Lorenzo Unified School District
November 9, 2023
San Lorenzo, CA
Job Type


Basic Function
Under the direction of the assigned supervisor, perform a variety of specialized accounting duties in the review, analysis, maintenance and adjustment of designated funds and accounts for a complex, major District program, project or department; prepare, audit, reconcile and maintain a variety of financial and statistical records, reports and statements in support of assigned accounts and activities.
Essential Functions
Perform a variety of specialized accounting duties in the review, analysis, maintenance and adjustment of designated funds and accounts for a complex, major District program, project or department; audit accounts for errors and make appropriate adjustments; review, adjust and assure accuracy of journal entries; initiate fund transfers.

Review and evaluate financial statements, records and reports to assure accuracy, completeness and compliance with established guidelines, procedures and Generally Accepted Accounting Principles; review accounts, identify errors and make appropriate adjustments.

Research, compile, prepare and revise accounting data; monitor, evaluate and reconcile assigned funds and accounts; code, verify and update accounts to reflect income, transfers and expenditures; reconcile various fiscal statements to assure accurate fund accounting.

Prepare and maintain a variety of statistical and narrative records, statements, files and reports related to accounts, funds, revenue, expenditures, reconciliations and assigned activities; compare and evaluate records to identify and resolve discrepancies.

Prepare, balance and reconcile school accounts, cafeteria, petty cash and ASB bank accounts as assigned by the position; process student refunds and petty cash reimbursements; enter cash receipts in appropriate financial system; process student body account payment requests; perform journal entries for school sites' student body accounts; process weekly cash vault deposits.

Assemble, match, sort, tabulate, check and post a variety of financial and statistical data; process and analyze a variety of financial forms, applications and statements; audit invoices for accuracy and completeness regarding cost calculations; prepare and distribute payments as required.

Input a variety of financial and statistical data into an assigned computer system; maintain various automated records and files; initiate queries, manipulate data, develop spreadsheets and generate a variety of computerized reports and statements; assure accuracy of input and output data.

Serve as a technical resource to personnel, outside agencies and others concerning assigned accounting functions; respond to inquiries and provide technical information concerning related accounts, funds, transactions, records, standards, laws, regulations, policies and procedures.

Compare receipts, statements, records, reports and summaries to identify errors and resolve discrepancies.

Compile, research and evaluate a variety of fiscal information related to assigned fiscal functions; assemble and distribute related materials; assure mandated reports are submitted to appropriate agencies according to established time lines; prepare financial reports for the budget, expenditures and ending balance.

Communicate with administrators, personnel and outside agencies to exchange information, coordinate activities and resolve issues or concerns.

Assist the directors, construction managers and school site administrators on financial matters and in resolution of problems related to financial activities, reports, procedures and related activities.

Operate a variety of modern office equipment and assigned software.

Perform related duties as assigned.

Methods, procedures and terminology used in specialized accounting work.
Generally accepted accounting principles, practices and procedures.
Preparation, review and control of assigned accounts.
Financial and statistical record-keeping techniques.
Preparation of financial statements and comprehensive accounting reports.
Record retrieval and storage systems.
Policies and objectives of assigned programs and activities.
General accounting and business functions of an educational organization.
Modern office practices, procedures and equipment.
Operation of a computer and assigned software.
Oral and written communication skills.
Interpersonal skills including tact, patience and courtesy.
Technical aspects of field of specialty.
Arithmetic computations.

Perform a variety of specialized accounting duties in the review, analysis, maintenance and adjustment of designated funds and accounts.
Prepare and audit a variety of financial and statistical reports, statements and records.
Reconcile, balance and audit assigned accounts.
Prepare and analyze comprehensive accounting statements and reports.
Maintain accurate financial and statistical records.
Calculate, post and adjust journal entries including income and expenditures.
Compare numbers and detect errors efficiently.
Senior Accounting Technician - Continued Page 3
Reconcile various fiscal statements to assure accurate fund accounting as assigned.
Resolve financial issues, errors and discrepancies.
Interpret, apply and explain rules, regulations, policies and procedures.
Communicate effectively both orally and in writing.
Establish and maintain cooperative and effective working relationships with others.
Perform arithmetic calculations quickly and accurately.
Plan and organize work.
Meet schedules and time lines.
Operate standard office equipment including a computer and assigned software.

Education & Experience Requirements
Any combination of education and/or experience equivalent to: High school diploma or equivalent supplemented by college-level course work in accounting or related field and three years of increasingly responsible clerical accounting or similar experience.

Office environment.
Dexterity of hands and fingers to operate a computer keyboard.
Sitting for extended periods of time.
Selection Process
The examination process for this recruitment may be comprised of one or any combination of the following: screening of the applicant's training, background, and experience; scored evaluation of responses on a supplemental application; written examination(s); qualifications appraisal oral examination; performance examination; or technical oral examination, scored on a job-related basis. Only the most highly qualified candidates will be invited to continue in the examination process. Successful candidates who pass all parts of the examination process will be placed on the eligibility list in order of their relative merit as determined by these competitive examinations.

Applicants invited to advance in this recruitment , the exam and interview dates are currently as follows:

Written Examination - November 30, 2023
Oral Board Interview - To Be Determined

Exam Location will be announced in the invite email.

Dates are tentative, but it is highly recommended that you plan your calendar accordingly. No Make-up dates will be offered.

OTHER IMPORTANT INFORMATION: The duration of the eligibility list is one (1) year unless extended by the Personnel Commission. Eligibility lists established from this recruitment will be used for full-time, part-time and limited term positions.
New employees to the district are placed on step A of the salary schedule. The maximum salary is reached after 3 ½ years of employment.

Recruitments that list Promotional and Open Competitive opportunities may result in one of the following: 1) a dual-certified eligibility list in which internal employees of the San Lorenzo Unified School District are awarded seniority points to their final passing score before placement on the eligibility list, or 2) two separate eligibility lists consisting of candidates on a promotional only list and an open list. In the latter case, candidates on the promotional list are referred to the hiring authority before candidates on the open. However, when less than three ranks exist on the promotional list, the open list will be utilized to complete a total of three ranks.


Interested applicant may view the benefits plans available to classified employees of the San Lorenzo Unified School District by clicking on the following link:

Closing Date/Time: 11/22/2023 4:00 PM Pacific

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