Join The Upper Canada District School Board

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We are currently accepting applications for Financial Assistant. Under the supervision of the Principal, the Financial Assistant is responsible for the administration of school financial and purchasing tasks such as, maintaining accurate school budget and school generated funds records, preparing bank deposits and reconciliations, ordering, monitoring, and receiving supplies/resources, and ensuring the adherence to school financial internal controls.

This position is covered under the UCDSB/CUPE collective agreement. For more information on employment information such as entitlements, pay, staffing, job protection, union security and dues information under the agreement please click here to view it on our external website.

Locations: Supports the following schools)

Laggan Public School

Pleasant Corners Public School

Vankleek Hill Collegiate Institute

Rockland Public School

Qualifications and Experience:

- The successful completion of a two year community college diploma in Business/Accounting.
- A minimum of two years of relevant work experience, preferably in a computerized financial environment.
- An equivalent combination of education and experience may be considered.

Skills Required:

- Demonstrated knowledge of Generally Accepted Accounting Principles (GAAP)
- Understanding of internal controls and the ability to explain in a explicit and concise manner to non-financial staff
- Intermediate proficiency in financial and spreadsheet software (excel and accounting software)




- Ability to learn the Board’s financial and school banking software and flexible and willing to learn new procedures and other software programs pertinent to the position (e.g. staff absence reporting system)
- Possesses good data entry skills, is attentive to detail, and is able to work to deadlines and objectives
- Demonstrated good communication skills, oral and written in dealing with co-workers, the public and students is required.
- Excellent organizational and prioritization skills are required in order to coordinate various tasks to be completed at different locations and meet frequent deadlines
- Demonstrated ability to respect the confidentiality of information, practices tact and diplomacy
- Ability to act as a team player as well as work independently with minimal supervision
- Ability to be flexible in work location environments in order to satisfy needs at different schools
- Demonstrated problem solving in handling a variety of conventional problems, questions or situations

Duties & Responsibilities:

- With a focus on service excellence, provides information and responds to inquiries and requests from staff, board staff, parent council members with respect to finance related matters




- Enters transactions using the school banking software and ensures appropriate classification of transactions according to Ministry guidelines
- Ensures compliance with ‘School Generated Funds Procedures’ e.g. appropriate internal controls for fundraising events
- Prepares, obtains approvals, and submits relevant journal entries for entry into the board financial system
- Prints, reviews, and analyzes monthly school financial reports from financial software and forwarding/reviewing with Principal, as required
- Prepares requisitions as necessary and orders supplies/resources when needed.
- Issues cheques and ensures appropriate backup is maintained
- Verifies incoming supplies against requisitions, records receipt of items in financial/accounting information system, and provides the necessary follow up on items not received or damaged upon receipt
- Compiles funds collected, prepares and completes deposits to the school bank account(s)
- Completes the Purchasing Card(s) reconciliation on a monthly basis
- Reconciles the bank statement(s) on a monthly basis
- Completes the school fiscal year end process as directed by the Board, e.g. ensuring SchoolCash year-end roll over and school budget is current
- With the support of the school principal, ensures the existence of and compliance with all necessary internal controls required for accuracy and the safeguarding of assets
- Assists the principal(s) in preparation of the annual budgets and periodic budget forecasts
- Completes the petty cash reconciliationCompiles and submits the Charitable Receipt Request Forms along with the appropriate documentation
- Maintains scho

📌 Financial Assistant (Canada)
🏢 Upper Canada District School Board
📍 Canada