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District Clerk/Business Manager
District Clerk/Business Manager-March 2024
Troy
Mar 29, 2026
About District Clerk/Business Manager

  SUMMARY:In concert with the Yaak School Board of Trustees, the District Clerk/Business Manager shall possess the skills and provide efficient operation of the School District's business office to allow the smooth operation of the district?s educational programs. The District Clerk/Business Manager will direct and manage all financial management, budget, general accounting, payroll, accounts payable, financial reporting, and grant management activities and practices for the district. This individual will perform long and short-range planning, oversee special projects, coordinate bond and mill levy elections, etc. In addition, this individual will also serve the Yaak School Board of Trustees as the Clerk and Elections Official.ESSENTIAL DUTIES AND RESPONSIBILITIES Other duties may be assigned.Finance and BudgetsPlans, develops, implements, and evaluates annual operating budgets including monitoring reports.Responsible for all facets of budgeting, accounting, payroll, investments, and accounts payable.Interacts with the superintendent in providing information for monitoring reports and record keeping.Communicate with stakeholders regarding budgets, staffing, expenditures, and other financial data.Responsible for ensuring the assets of the district are properly safeguarded, managed and accounted for.Responsible for managing the recording of all financial transactions within the district to include payroll, accounts payable, investment of district financial assets and oversight of all cash management activities.Prepares certified budget as well as line-item budget reports.Responsible for the preparation of all financial statements, reporting and projection of balances and other necessary reports for submission to the school Board of Trustees, and other regulatory and advisory agencies.Responsible for the planning and management of District budgeting functions to include the annual budget for all District funds.Manage, coordinate, develop and submit the district?s annual budgets, for all budgeted funds.Manage and analyze District budget data to ensure informed decision making.Responsible for initiating and implementing sound budgetary practices to manage and direct all budgeting functions of the district.Responsible for directing the budget practices and policies of the district to ensure that all financial records are maintained in accordance with Board of Education policies and federal, state and local laws or regulations.Human Resources and PayrollResponsible for all HR related duties. Management of Personnel records.Responsible for the processing of annual W-2?s for both current and previous employees including specific functions attributable to this function.Responsible for processing retirements.Develops personnel forms and job descriptions for classified and certified staff.Coordinates hiring process procedures in conjunction with the Board of Trustees.Oversees maintenance of accurate and complete personnel records. Ensures that rules concerning confidentiality and retention are followed.Keeps abreast of legislation affecting human resources; trains management and monitors policies to ensure compliance.Responsible for tracking staff absences and leaves.Preparing, processing, and recording of specialized payroll and benefits transactions related to workers? compensation, TRS/PERS contributions, retroactive pay, and other related services.Responsible for managing the employee benefit administration, vendor relationships, and plan design, and employee benefits orientation, including the district self-insurance program (if applicable) for medical/dental, workers compensation, life and disability insurance.Make recommendations for enhancement and/or changes to employee benefit package based on cost, employee preferences system capabilities, and strategic direction.Develop, recommend, and implement changes in administration of employee benefits and strategy planning for ben fit plans, as needed.Manage open enrollment process by creating and implementing a project plan, delegating tasks, and creating open enrollment documentation and employee communication materials.Manage the district insurance program related to property, worker compensation, liability, district-owned vehicles, and employee health benefit programs.Responsible for payroll to include, but not limited to: (1) processing the monthly payroll; (2) preparing and submitting appropriate taxes and reports in an accurate and timely basis; (3) resolving payroll issues and concerns.Maintains up-to-date personnel files. Files all payroll information and draft employment contracts. Responsible for employment forms, including but not limited to retirement, W-4, I-90, MT New Hire, and background check processing.Enter payroll data from timesheets for all School District employees in preparation for posting and processing of P/R.Prepare all insurance claims, review/recommend annual liability and property insurance, and review/recommend annual employee?s health insurance plan.General AdministrationPrepare for monthly Board Meetings agenda, minutes, expenditure list, monthly budget report, report monthly balance to the Treasurer financials, publicly notice meetings, prepare board books, and attends all meetings.Maintains and oversees district contracts with vendors.Performs duties of Secretary/Treasurer to the Board.Prepare and submit, in an accurate, complete and timely manner, all reports for the Montana Office of Public Instruction.Apply annually for State Grants offered through OPI?s E-Grants System.Maintain a commitment to ongoing professional development.Maintains appropriate confidentiality.Prepare (with teacher) student enrollment reports and Annual Data Collection reports, maintain AIM/Infinite Campus Student Reporting System, prepare individual transportation contracts, and create reimbursement claims (TR5). Prepare student attendance/transportation agreements (when applicable) Maintain records of Teacher?s yearly PIR (Pupil Instruction Related) days and Student attendance records.Prepare District portion of annual CSIP report in MAEFAIRS with assistance of the Head Teacher.Draft, maintain, and update the school?s Policy Handbook, perform MCA policy research (Montana Code Annotated ? school laws), suggest new policies and procedures.Purchase supplies and equipment, when applicable. Update/review inventory and fixed asset records (inventory tasks assigned by the board)Performs a wide variety of clerical and secretarial work, including typing, proofreading, filing, and checking and recording information.Serves as receptionist and gives information or directs visitors.Answers inquiries concerning standardized policies, procedures, and regulations.Receives, sorts, and distributes mail and office correspondence.Screens and forwards emails to appropriate staff or trustees.QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.EDUCATION and/or EXPERIENCE:Bachelor?s degree in finance, accounting, and/or a related field required. Minimum of three years? experience in school business office administration, finance, accounting, or related field.Payroll processing experience required, preferably in the public sector. Any equivalent combination of related experience and/or training; or equivalent combination of education and experience.CERTIFICATES, LICENSES, REGISTRATIONS:As needed and as requested by the district.

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