POSITION TITLE: Financial Services Specialist
DEPARTMENT/LOCATION: Business & Finance/Education Center
STATUS: Classified - Non-Exempt, Full Time
HOURS OF WORK: 8 hours per day, 5 days per week, 242 days per year
POSITION SUMMARY: This position provides centralized financial services for assigned schools and/or departments, ensuring consistent application of district financial procedures, compliance with regulations, and timely processing of routine financial transactions.
PRIMARY DUTIES/RESPONSIBILITIES:
- Follow documented standard operating procedures for centralized bookkeeping
- Process routine financial transactions on behalf of assigned schools and/or departments, including purchase requisitions, purchase orders, invoices, deposits, expense reports, and stipends
- Review transactions for completeness, accuracy, and compliance prior to submission
- Maintain organized, audit‑ready documentation in accordance with district requirements
- Monitor budget balances and review financial transactions
- Track open financial transactions, identify discrepancies, and coordinate follow-up actions to maintain accuracy and fiscal accountability
- Apply district financial policies, procedures, and internal controls consistently
- Ensure compliance with state regulations and audit requirements
- Serve as a first‑level compliance check to prevent downstream errors and rework
- Serve as a primary point of contact for assigned schools or departments regarding routine financial transactions
- Provide clear guidance on financial requirements and timelines
- Coordinate with school/department staff while respecting school and department‑level authority and decision‑making
- Identify recurring issues or opportunities for clarification and improvement
- Work closely with other Business & Finance staff to ensure smooth workflow and issue resolution
- Escalate complex or unusual issues appropriately
Perform other duties as assigned
-
Education and Experience Requirements:
- High School Diploma required
- Minimum of 2-4 years of experience in bookkeeping, finance, or related work
- Experience working with financial systems and documentation
- Experience in K-12 education finance preferred
Required Knowledge, Skills and Abilities:
- Working knowledge of standard bookkeeping practices
- Understanding of compliance requirements and internal controls in a public‑sector environment
- Strong attention to detail, high degree of accuracy, and organizational skills
- Ability to manage multiple priorities and meet deadlines
- Effective written and verbal communication skills
- Ability to interpret and follow established procedures consistently
- Customer‑service orientation with a focus on schools and departments
- Ability to collaborate effectively as part of a team
- Proficiency with Microsoft Office (Excel, Word, Outlook, etc.)
- Ability to self-initiate areas of opportunity, make recommendations for improvement, and follow up as necessary to achieve desired results
PHYSICAL REQUIREMENTS:
This position requires the performance of light work— Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. The position includes occasional lifting, carrying, pushing, and/or pulling, some stooping, kneeling, crouching and/or crawling and significant fine finger dexterity.
The job is performed in generally hazard free environment and a clean atmosphere
IMPORTANT EMPLOYMENT STATEMENTS
The statements above are intended to describe the general nature of the work being performed and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required. This document describes the position currently available. The District reserves the right to modify job duties or job descriptions at any time.
The Olathe Public Schools prohibit discrimination on the basis of race, color, ethnicity, national origin, sex, disability, age, religion, sexual orientation or gender identity in its programs, activities or employment as required by applicable federal and state laws.
CLEARANCES REQUIRED: Background Clearance, TB Test/Physical
