Purchase Card Specialist - Roswell Independent Schools

Roswell Independent School District

Job Description

Job Title:  PURCHASE CARD SPECIALIST

Reports To:  ASSISTANT SUPERINTENDENT FOR FINANCE & OPERATIONS AND THE DIRECTOR OF BUSINESS SERVICES

General Job Description:

Under general supervision, assigns, monitors and reconciles District Purchasing Cards and transaction activity to approved purchase orders and bank statements.

Essential Duties and Responsibilities:

1. Assigns and issues District P-Card for approved travel expenses, based on verification of approved and existing District purchase orders and signed P-Card holder agreement.
2. Receives, reviews, retains and reports P-Card, itemized travel receipts, and P-Card transaction activity against District policy and procedure requirements, in accordance with State and Federal regulations and requirements.
3. Reconciles approved P-Card activity to bank accounts and statement activity.
4. Monitors and reports P-Card activity.
5. Generates P-Card activity reports as needed.
6. Maintains P-Card transaction activity reports, itemized receipts and P-Card holder agreements for retention and financial audit.
7. Assists with Accounts Payable as needed.
8. Prepares and delivers P-Card Procedures Training to District Staff.
9. Delivers and picks-up materials as needed.
10. Knowledge computer systems, word processing programs and databases.
11. Personal and professional task management through use of technology.
12. Maintains confidentiality over sensitive matters.
13. Flexible and able to prioritize tasks while maintaining accurate records.
14. Able to work independently with little supervision.
15. Reports to work on-time, working not less than 7 hours per day.
16. Performs other duties as assigned by supervisor.
17. Assists with Payroll as needed.

Supervisory Responsibilities:

None

Experience and Education:

1. Bachelor degree in Business, Finance and/or Accounting preferred.
2. Minimum of two years’ experience in general bookkeeping, accounting and/or accounts payable.
3. Valid driver’s license and vehicle insurance.

Physical Requirements:

Sitting, standing, lifting and carrying (up to 40 pounds), climbing stairs, reaching, squatting, kneeling, having full mobility of fingers/hands, and moving light furniture may be required, unless ADA accommodations have been mutually agreed on and does not create an undue hardship upon the district.

Safety and Health:

Knowledge of universal hygiene precautions (blood borne pathogens, body fluids, etc.)

Equipment/Material Handled:

Must know how to properly operate, or be willing to learn to operate, multi-media equipment including current technology as needed.                                                                                                                                                 Page 1 of 2

                                                                                                                                        Roswell Independent School District

PURCHASE CARD SPECIALIST (CONT’D)

Work Environment:

Must be able to work within various degrees of noise and temperature.  Interruptions of work are routine.  Flexibility and patience are required.  Must be self-motivated and able to complete job assignments without direct supervision.  After hours work may be required.  May make site visits when needed.  May work under stressful conditions on occasion.

Terms of Employment: