Job Description

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Primary Purpose

To support the vision, mission, and strategic priorities of ESC Region 12

Qualifications

Education/Certification:

• Bachelor's degree preferred in Accounting or commensurate experience

• CPA or CPA candidate preferred

• Salary will be commensurate with experience

Special Knowledge/Skills

• Knowledge of Texas School District Accounting

• Ability to analyze and interpret financial data, evaluate accounting issues, and recommend improvements

• Working knowledge of the interaction of financial accounting and computerized accounting systems

• Technology application skills

• Ability to train and teach others, displaying professionalism, empathy, and a servant’s heart

• Excellent written, verbal, and interpersonal communication skills, with a proven ability to deliver effective presentations and represent the organization professionally to diverse groups of employees and stakeholders.

• Highly organized and dependable self-starter with the ability to manage personnel and budgets, while coordinating complex projects through proactive problem-solving and detail-oriented administrative oversight.

• Proficiency in researching and interpreting complex policies and procedures; able to translate data into actionable insights using advanced software tools, including spreadsheets for data analysis and word processing for reporting.

• A collaborative team player committed to fostering a positive workplace culture and driving continuous improvement through the implementation of Quality Management System (QMS) initiatives.

General Responsibilities

• Assist districts with high-level budgeting and financial planning, including revenue forecasting and the development of annual budget documents.

• Oversee and verify state and grant reporting (e.g., PEIMS, Texas Education Agency reports) to ensure regional compliance and maximize funding.

• Support core accounting functions, including bank reconciliations, accounts payable, and payroll processing, to ensure accuracy and continuity of operations.

• Develop and monitor cash flow projections to ensure districts maintain adequate liquidity and meet fiscal obligations throughout the school year.

• Generate and interpret monthly financial reporting for district boards, providing clarity on the fiscal health.

Supervisory Roles

• No supervisory responsibilities

Applicant needs to possess these core values through words and actions to build positive, long-term relationships with customers by demonstrating:

• Professionalism, integrity, respect for others, expertise, and credibility at all times

• Quality in delivering what I promise and helping create superior programs and services that add value beyond what is expected

• Teamwork by working cooperatively with others to promote a positive and fun work environment

• Adaptability by being flexible, attentive to change, and ready to move quickly and decisively in response to the needs of customers

• Innovation by contributing to the implementation of new or significantly improved services and delivery methods

• Superior Service by providing personable, direct attention that delivers customer satisfaction beyond what is expected

General Responsibilities

• Assist districts with high-level budgeting and financial planning, including revenue forecasting and the development of annual budget documents.

• Oversee and verify state and grant reporting (e.g., PEIMS, Texas Education Agency reports) to ensure regional compliance and maximize funding.

• Support core accounting functions, including bank reconciliations, accounts payable, and payroll processing, to ensure accuracy and continuity of operations.

• Develop and monitor cash flow projections to ensure districts maintain adequate liquidity and meet fiscal obligations throughout the school year.

• Generate and interpret monthly financial reporting for district boards, providing clarity on the fiscal health.

The applicant needs to possess these core values through words and actions to build positive, long-term relationships with customers by demonstrating:

• Professionalism while demonstrating integrity, respect for others, expertise, and credibility at all times

• Quality in delivering what I promise and help create superior programs and services that add value beyond what is expected

• Teamwork by working cooperatively with others to promote a positive and fun work environment

• Adaptability by being flexible, attentive to change and ready to move quickly and decisively in response to the needs of customers

• Innovation by contributing to the implementation of new or significantly improved services and delivery methods

• Superior Service by providing personable, direct attention that delivers customer satisfaction beyond what is expected

Security Requirements

All positions at ESC 12 are defined as security-sensitive. Security-sensitive positions are those which require employees to be entrusted with certain types of data, whether electronic or in paper form. Those data elements, as defined by the ESC 12 Data Classification and Handling Policy may include, but not limited to:

• Sensitive Personal Information (SPI)

• Personally, Identifiable Information (PII)

• Protected Health Information (PHI)

• Family Educational Records (FERPA Data)

• Federal Tax Information (FTI)

All employees must adhere to all security-related policies, standards, and procedures. This includes actively safeguarding data and immediately reporting any suspected loss or theft.

Mental Demands/Physical Demands/Environmental Factors

Travel

• Travel within the region, state, and nation when appropriate

Tools/Equipment Used

• Standard office equipment, including a personal computer and peripherals

Posture

• Prolonged sitting, occasional bending/stooping, pushing/pulling, and twisting

Motion

• Repetitive hand motions, including frequent keyboarding and use of a mouse; occasional reaching

Lifting

• Occasional light lifting and carrying (less than 15 pounds)

Environment

• May work prolonged or irregular hours, frequent regional travel, occasional statewide travel, and out-of-state travel

Mental Demands

• Manage multiple tasks and work cooperatively with others,

• Maintain a calm attitude in demanding situations,

• Make changes and adapt to various responsibilities on an ongoing basis, and

• Work with frequent interruptions, tight deadlines, and limited office space.

Benefit Information

• ESC Region 12 provides a monetary contribution up to $575 per month to use for employee/family healthcare and supplemental benefits

• Employee earns state personal, sick, and vacation leave

• All employees contribute to both: Teachers Retirement System (TRS) and Social Security retirement