The Finance Secretary supports the financial operations of Merit Preparatory Academy by ensuring accurate and timely processing of financial transactions, maintaining financial records, assisting with budgeting and payroll, and providing exceptional customer service to students, parents, staff, and vendors. This position plays a vital role in maintaining the fiscal integrity of the school while supporting Merit Preparatory Academy's mission of fostering leadership, service, and learning.
Financial Operations
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Process accounts payable, including purchase orders, invoices, reimbursements, and vendor payments.
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Receive, record, and deposit school revenues, including student fees, donations, fundraising proceeds, and other receipts.
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Maintain accurate financial records and supporting documentation in accordance with school policies and generally accepted accounting principles.
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Reconcile bank accounts, credit card statements, and financial records as assigned.
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Assist with monthly financial reporting and budget monitoring.
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Track expenditures against departmental budgets and notify administrators of budget concerns.
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Assist with payroll preparation by collecting timesheets, leave records, and payroll documentation.
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Process purchase requests and ensure compliance with school purchasing procedures and state procurement requirements.
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Maintain purchasing records and vendor files.
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Assist with year-end financial closeout procedures and the annual independent audit.
School and Office Support
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Provide courteous and professional customer service to students, parents, staff, vendors, and community members.
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Assist families with school fee payments and answer questions regarding student accounts.
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Maintain confidentiality of all financial, employee, and student information.
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Provide front office assistance as needed during busy periods or staff absences.
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Support school events by assisting with financial transactions, cash handling, and recordkeeping.
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Perform other duties as assigned by the Director.
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High school diploma or equivalent.
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Proficiency with Microsoft Office, particularly Excel and Word.
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Strong organizational skills and exceptional attention to detail.
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Ability to maintain confidentiality and exercise sound judgment.
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Excellent communication and customer service skills.
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Ability to prioritize multiple responsibilities and meet deadlines.
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Knowledge of bookkeeping and accounting principles.
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Ability to interpret and apply financial policies and procedures.
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Strong mathematical and analytical skills.
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Excellent organizational and time-management abilities.
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Ability to work independently while collaborating effectively with school leadership.
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Strong interpersonal skills with a commitment to positive relationships and customer service.
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Commitment to accuracy, integrity, and continuous improvement.
This position is performed primarily in a professional school office environment with frequent interaction with students, parents, faculty, vendors, and community members. The Finance Secretary is expected to uphold the highest standards of professionalism, confidentiality, and ethical conduct while contributing to a positive school culture.
Employees of Merit Preparatory Academy are expected to support the school's mission by demonstrating integrity, professionalism, and a commitment to creating a positive learning environment where students are prepared to become leaders, serve their communities, and achieve academic excellence.
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