Reconcile and process payments for all payroll liabilities including check printing and generating and printing reports
Oversee 403(b) Plan and monitoring compliance of IRS regulations
Review and post Health & Dental and Flex Plan entries prepared by the Benefits Coordinator and reconcile with third party administrator
Reconcile payroll including calculating taxes and benefits from each fund
Determine liability amounts for these transactions and prepare necessary transfers between funds
Complete all month to date, quarter to date and year to date accounting functions including quarterly tax forms and year-end W-2 forms
Prepare/Review annual TRS Pension Report
Oversee IMRF monthly reports
Maintain "Power of Attorney" status for the District with various government entities to reconcile various government filings
Set District payroll standards and procedures to allow for efficient and affective operations
Secondary contact for medical and dental insurance, flex spending accounts and worker's compensation
Analyze Costs from Prior Pay Periods to current Pay Period and note material changes such as FTEs and Stipends.
SKILLS
Financial & Systems Proficiency: Advanced operation of enterprise payroll/HRIS software (e.g., iVisions or similar K-12 systems) and Microsoft Office Suite, Google, with specialized expertise in complex Excel functions (pivot tables, audit formulas, data reconciliation).
Supervisory & Team Leadership: Proven capacity to manage, mentor, while optimizing daily workflow and team performance.
Analytical & Auditing Skills: Superior ability to audit pay data, perform variance analyses (FTEs, stipends, period-over-period costs), and identify/correct discrepancies prior to final distribution.
Effective Communication: Clear, professional verbal and written communication skills to present financial requirements, interface with financial institutions and government entities, and explain complex payroll matters to staff and administrators.
KNOWLEDGE
Statutory & Regulatory Compliance: Comprehensive understanding of federal and state tax laws, IRS code (specifically regarding 403(b) retirement plans, W-2 generation, and 941 reporting), wage garnishments, and labor laws.
Public Pension Systems: Specialized knowledge of state public school retirement guidelines, reporting procedures, and regulations (including TRS and IMRF pension systems).
Fund Accounting & Internal Controls: Strong foundation in school district fund accounting, general ledger posting, and internal financial audit standards.
Benefits Administration: Understanding of district benefit plans, including Health & Dental, Flexible Spending Accounts (FSA), COBRA, and Workers' Compensation workflows.
ABILITIES
Detail-Orientation: Ability to process multi-faceted numerical data, tax calculations, and benefits withholdings with exceptional accuracy under strict deadline constraints.
Data Management & Problem-Solving: Ability to systematically gather, classify, and analyze multi-layered data; apply independent judgement to interpret guidelines and resolve complex payroll/tax exceptions.
Discretion & Confidentiality: Absolute integrity and discretion in handling sensitive personnel data, wage details, and district financial records.
Ability to multi-task, manage changing legislative/district priorities, and maintain a positive work environment with frequent interruptions or high-volume pay cycles.
Work Environment & Physical Abilities
Work Environment: Standard indoor office environment with climate control and low-to-moderate noise levels. The position operates in a fast-paced setting characterized by high-volume workflow, recurring strict deadlines, and frequent interaction with district personnel.
Physical Demands: Primarily sedentary work requiring prolonged periods of sitting at a computer workstation. Essential physical functions include:
Frequent fine finger dexterity and computer mouse/keyboard use for data entry.
Clear visual acuity to read detailed financial reports, union contracts, and digital screens.
Occasional standing, walking, bending, stooping, reaching, and lifting/carrying of office files, records, or supplies weighing up to 15�20 pounds.