Financial Compliance

Staff ensures financial compliance within the district’s campuses and departments.  More detailed reviews are also completed when a principal, secretary and/or bookkeeper are replaced at a campus or department.  The district schedules full annual reviews on a rotating basis.  Scope of review is limited from three months to a school year of financial transactions.
 

Financial Compliance reviews may contain but not limited to:

• Cash collections including Revtrak and SuccessFund transactions
• Procurement (requisitions, purchase orders, or contracts)
• Accounts Payable (check requests, credit card transactions, and reimbursements)
• Activity accounts including fundraising and teacher activity detail reports
• External accounts including but not limited to booster clubs and campus courtesy committees

The Financial Compliance Trainer provides:

• Training for district staff responsible for financial processes 
• Training throughout the year for complex financial processes, new processes, and campus or department reviews
• Training for both individuals and group settings and remote via Microsoft TEAMS