CAREER

PATHWAYS

School-Based Financial Pathway

Hover over the orange icon below the job classification title to see the minimum requirements and the associated competencies for the job.  To view full job descriptions, use the link at the bottom of the page.

 

Marker 1

REQUIREMENTS: 

  • Graduation from College/University-qualifying experience may substitute for the education requirement as long as requirement to pass college-level course in accounting is met
  • Successful completion of college-level courses in introductory principles of financial accounting, managerial accounting, or equivalent
  • One year of experience as an adult assistant employee in a student body finance office, or one year of professional accounting, bookkeeping, or technical-clerical accounting experience.

COMPETENCIES:

  • Knowledge of Accounting, Budget, & Payroll Practices
  • Knowledge of Office Procedures
  • Proficient with Office Technology
  • Familiar with Microsoft Office Suite
  • Strong Interpersonal Skills
  • Ability to Effectively Supervise Students
  • Strong Interpersonal Skills – able to work well with others
  • Strong Analytical/Problem Solving Skills
Marker 2

REQUIREMENTS: 

  • Graduation from College/University-qualifying experience may substitute for up to two years of the education requirement as long as requirement to pass college-level course in accounting is met
  • Successful completion of college-level courses in introductory principles of financial accounting, managerial accounting, or equivalent
  • One year of experience as a Financial Manager or two years as an adult assistant employee in a student body finance office, or two years of professional accounting, bookkeeping, or technical-clerical accounting experience.

COMPETENCIES: 

  • Knowledge of Accounting, Budget, & Payroll Practices
  • Knowledge of Office Procedures
  • Proficient with Office Technology
  • Familiar with Microsoft Office Suite
  • Strong Interpersonal Skills
  • Ability to Effectively Supervise Students
  • Strong Interpersonal Skills – able to work well with others
  • Strong Analytical/Problem Solving Skills

TAKING YOUR CAREER TO THE NEXT LEVEL

 

Your career in the Clerical Pathway can move on from here – consider promoting into the Secretarial Career Pathway as an Administrative Secretary I or moving into the Administrative Assistant Pathway as an Administrative Assistant.

Grow Your Skills - Grow Your Career

Professional development, or the continued training and education of employees, is the key to keeping you up-to-date in your field as well as helping you develop new skills to advance in your career.  The Personnel Commission’s Organizational Excellence Program offers a wide range of on-line courses on topics intended to expand your skills in your chosen career path.  Listed below are courses offered by Organizational Excellence intended to enhance your skills in the critical competencies for this career pathway.  Classes are separated by career level (entry, mid, and supervisory/administrative) and are available to be viewed at MyPLN (search for courses using a key-word in the course title).

Entry-Level

Expand your job-related skillset and prepare to move up in your career path.

Search for these classes in MyPLN using key words in the course title:
-  School Office Procedures 
-  Microsoft Office - Beginner
   Outlook, Word, Excel, Access
Providing Telephone Customer Service
-  Customer Care: Getting it Right
-  Essential Telephone Skills
-  Business Writing Skills Made Easy
-  Abbreviating, Capitalizing, and Using Numbers
-  Using Punctuation Marks
-  Getting the Basics Right: Spelling Basics
Organizing your E-mail
-  Building Peer Relationships

 

Mid-Level

Continue to grow your talents and prepare to move into supervisory positions.

Search for these classes in MyPLN using key words in the course title:
-  School Office Procedures 
-  Microsoft Office - Intermediate
   Word, Excel, Access
-  An Attitude for Service
-  Listening to your Customers
-  Writing for Business

-  Written Communication
-  Creating Well Constructed Sentences
-  Get it Done:  Managing E-mails
-  Being an Effective Team Member
-  Building Better Relationships through Understanding

Supervisory/Administrative

Prepare yourself for the challenges of supervisory and administrative jobs.

Search for these classes in MyPLN using key words in the course title:
-  School Office Procedures 
-  Microsoft Office - Advanced
   Outlook, Word, Excel, Access
Administrative Support: Developing Your Essential Skills
Polishing Your Skills for Excellent Customer Service
Audience and Purpose in Business Writing
-  Brain Bites: Email Management
Brain Bites: Organizing Your Files
Organize Your Physical and Digital Workplace
-  Time Management Basics
Trust Building through Effective Communication
-  Administrative Support: Interacting Effectively w/ Colleagues
-  Managing Conflict
Understanding Workplace Diversity
Accountability in Action: A Leader's Guide
-  Giving Appropriate Feedback
-  Detecting and Dealing with Performance Problems
-  HR Competencies: Leadership and Ethical Practice

VIEW JOB DESCRIPTIONS

Job Descriptions summarize the essential responsibilities of a specific job classification, define the competencies necessary to perform the job, and lists the minimum qualifications for that job.   Take a look at the description for your current job and compare it to descriptions for jobs into which you may want to promote.