Business Clerk - IDEA Tampa Bay

Business Clerk - IDEA Tampa Bay (Immediate Opening)

Business Clerks serve as a financial steward for their campus, managing $600K-$1.4M across two Principal budgets, procurement through purchase orders and leader purchase cards, school‑based activity accounts, and supporting student recruitment, enrollment, and average daily attendance. They ensure students and staff have the resources needed to meet ambitious achievement goals.

• Hourly rate ranging from $16.96 (0 years experience) to $21.20
• Eligible for a performance bonus based on team performance and goal attainment

• Comprehensive benefits plan covering majority of employee premium for the base medical plan, with subsidized costs for spouse/domestic partner and children
• Paid Family Leave: up to 8 weeks for birth or adoption, based on tenure and caregiver designation
• Tuition Reimbursement: up to 50% of tuition for a qualifying degree program, up to $5,250 per year, subject to manager discretion and budget availability
• Employer‑Paid Mental/Behavioral Health: 5 face‑to‑face counseling sessions per year, unlimited 24/7 telephonic counseling, and other work‑life services at no cost
• Dental and vision plans, disability, life insurance, parenting benefits, generous vacation time, referral bonuses, and professional development
• Possible relocation allowance to defray moving costs, if applicable

• Mission Focus – aligns with IDEA’s purpose of getting all students into college
• Record of Results – holds high expectations for self and others
• Problem Solving – synthesizes, analyzes, and prioritizes data to develop strategies for quantifiable goals
• Communication – conveys information effectively across various channels
• Continuous Improvement – identifies opportunities to improve and reflects on past actions for future decisions

• Education:
  
  HS Diploma or GED required
• Experience:
  
  1‑2 years of accounting experience preferred

• Basic accounting procedures; utilizes Enterprise Resource Planning System databases and Excel for data analysis
• Communicates financial goals, recommendations, and results effectively

• Submit 100% accurate campus discretionary budget requests in Tyler Munis by April 4, 2019
• Manage $600K-$1.4M in Principal discretionary budgets; provide monthly check‑ins and robust reports to school leaders
• Reconcile negative discretionary budget accounts by the 8th business day each month
• Partner with the Financial Planning Team to forecast results by school, ensuring local financial goals are met and schools end the year with a surplus or on target

• Enter 100% of requisitions in Tyler Munis within two business days of the initial request
• Ensure timely vendor payments by receiving 100% of all goods or services within one business day of delivery with appropriate documentation such as packing slips
• Procure all goods or services with an approved purchase order (except purchase card expenses)
• Reconcile assigned purchase cards by the 2nd business day of the following month; share receipts by the 3rd business day of the following month with an accurate transaction summary report
• Assist school leaders in delivering training on procurement policies and procedures, including student travel, short‑term rentals, and food for students and staff

• Support precise fundraising balance reporting; submit complete cash receipt documentation by the last day of the month
• Enter 100% of local account requisitions in Tyler Munis within two business days of the initial request
• Assist school leaders in training campus staff on campus and student activity fund policies and procedures
• Ensure all staff managing fundraising efforts have completed cash handling training

• Locate and scan 100% of campus capital assets and 90% of inventory items by the provided deadline
• Tag all new assets with a per unit cost greater than $1,000 with the correct label

• Believes and is…