Clerk - Financial Elementary Cluster Lead
Katy Independent School District
Job Title
Reports To: Financial Clerk Coordinator
Duty Days: 206 Days
Wage/Hour Status: Non-Exempt
Pay Grade: AS04
Date Created: 02/2026
Qualifications
College hours, high school diploma, or GED
Proficient typing, word processing, and electronic file maintenance skills
Effective organizational, communication, and interpersonal skills
Accounting or bookkeeping skills preferred
Experience with computer applications including excel
Detail oriented
Primary Purpose
Act as a lead for elementary cluster financial clerks as well as provide operational support to the financial clerk coordinator. Provide financial support to campuses which includes serving as the financial clerk for a minimum of two elementary schools as directed by the financial clerk coordinator.
Major Duties and Responsibilities
Maintain knowledge and compliance with District financial policies to support the financial operations of the campuses.
Collaborate with District principals to create annual campus budgets.
Monitor campus budgets regularly and submit budget transfers, budget amendments, and journal vouchers, as needed.
Provide monthly financial reports to campus principals and sponsors.
Enter requisitions in the district financial system using appropriate procurement.
Enter receiving documents and submit invoicing for payment.
Prepare deposits, deposit logs, and related sales tax reports as necessary.
Support online payment processes.
Complete campus printshop chargeback reporting.
Process expense claims for campus personnel.
Monitor clerks assigned by the Financial Clerk Coordinator
Support onboarding and training of new clerks
Conduct quarterly strategic budget meetings with Campus Administrators
Support performance targets of the Cluster
Report regularly to Financial Clerk Coordinator on any process or performance issues
Occasionally conduct weekly team meetings
Requirements
Must have a thorough understanding of cluster clerk responsibilities, campus services and workflow to quickly identify and troubleshoot process inefficiencies and operational issues.
Must have a thorough knowledge of campus, intra- and inter-departmental communication to quickly identify and troubleshoot communication gaps and process issues.
Must be flexible, a creative thinker, and solution focused.
Equipment Used
Personal computer, scanner, printer, copier
Working Conditions
Work with frequent interruptions. Maintain emotional control under stress. Required travel within the district to campuses. Repetitive hand motions. Lifting delivery boxes.
Katy Independent School District$23.18k - $33.52k
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