Finance Specialist

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Position Summary

Charter School Success’ (CSS) mission is to “Help Charter Leaders Succeed.” We do that through providing Business Office Support Services in the areas of Finance, HR, Federal Grants, and PEIMS, as well as offering various training platforms. We operate with compliance as our main outcome objective, doing so while providing unmatched customer service. CSS Finance Specialists are the core of our financial business office services. They are responsible for processing the financial and accounting transactions of the business office of multiple Texas charter schools in line with the FASRG guidance, the school’s local guidelines, Texas Education Association (TEA), and Federal regulations. CSS offers a full-service business office management experience including the preparation and processing of payroll, accounts payable, month end reconciliation, audit documentation, financial reports, and more using TxEIS, JR3 or another State Sponsored Information Accounting System (AIS) when applicable.

Essential Duties and Responsibilities

Ongoing Processes

  • Follow all CSS policies and procedures for all types of back-office processing (examples: accounts payable, payroll, communication with client, deadlines, )
  • Ensure timeliness of all schedules: internal, client imposed, and regulated by State or other agencies
  • Manage the payroll, payables, and reporting email addresses to ensure client expectations and deadlines are met
  • Ensure client’s back office services and process are maintained
  • Ensure client’s questions are answered and their needs are met in a timely fashion
  • Maintain financial documentation to be audit ready and accessible at all times
  • Prepare required financial reports as needed and on scheduled basis
  • Actively contribute to the improvement of our internal systems and processes Payroll
  • Set up new employees in AIS
  • Process payroll, adhering to each client’s unique schedule
  • Calculate prorated salaries when applicable
  • Calculate and reconcile benefits and other miscellaneous deductions contributions monthly
  • Update leave records
  • Submit reports to TRS(Texnet/TEAMS), IRS, AG,
  • Submit each payroll required payments such as EFTPS, child support and expert payments by required due

Accounts Payables

  • Review back-up and coding, process, issue and deliver payments, adhering to each client’s unique schedule
  • Process payments via electronic purchase order and manual check processing
  • Process and maintain W9s and other vendor required documentation Month End
  • Enter and deposits and withdraws in AIS
  • Reconcile bank accounts to AIS financial ledgers
  • Prepare financial reports for informative and compliance purposes
  • Close and open the applicable accounting periods and fiscal years in AIS Annual Processing
  • Support annual 1099/1096 reporting (electronically)
  • Support annual W-2/W-3 reporting
  • Assist in preparing the Open Purchase Order list for each
  • Enter in all new year employee set up into the AIS Fiscal Year End
  • During audit, help with audit requests for clients
  • Prepare ledger, budget, and post appropriate adjustments & reports Client Onboarding
  • Assist in the setup of the client AIS system
  • Assist in the setup of the client budget in the AIS
  • Assist in the setup of the client Fixed Asset inventory in the AIS Maintain general ledger
  • Post all journal entries when applicable (budget amendments, reclassifications) Assist in the following key areas:
  • Assist and prepare the data for the PEIMS financial and staff reporting submissions General Duties
  • Other duties upon assignment and as required

Knowledge, Skills, and Abilities


  • Minimum of 3 years related experience in a school system
  • Strong attention to detail
  • Strong analytical and problem solving skills
  • A can-do, team oriented personality
  • Exceptional customer service skills
  • Superior written and verbal communication skills
  • Effective time-management and task-management skills
  • Fluency in spreadsheet creation and analysis
  • Ability to work remotely, independently (from home)
  • Ability to travel for a multiple day team meeting in Texas, at least quarterly
  • Access to a phone, computer, scanner, printer and other basic office equipment for business purposes at home office
  • Stable, high speed internet access


  • 5+ years of related experience in a school system
  • An Associate’s Degree or higher
  • Experience using TxEIS, JR3 or Skyward Accounting Information system

Accountability and Classification

In performing the above duties, a School Finance Specialist is to follow and conform to all of Charter School Success’ policies and procedures. Timeliness is paramount and deadlines imposed by CSS, the client, Texas Education Agency, Federal agencies and other governing organizations are to be met. It is also imperative that the School Finance Specialist establish and maintain good relationships with their clients and to exceed the client’s expectation’;rgh/.ms whenever possible, as customer service is at the core of the service we provide.

This position reports to the Finance Services Manager.

This position is classified as full-time, non-exempt. Compensation is commensurate with experience, starting at $15 – $20 hourly.