Fixed Asset Specialist

Job Description

Glendale Elementary School District

Fixed Asset Compliance Specialist

Purpose Statement

The job of Fixed Asset Compliance Specialist is done for the purpose/s of supporting the development,

implementation and maintenance of fixed asset control, training district staff on related processes and

procedures; and preparing a variety of compliance reports.

This job reports to Director of Finance and Purchasing

Essential Functions

Analyzes fixed asset data (e.g. furniture, equipment, etc.) for the purpose of ensuring tags qualify for

depreciation and tracking codes for compliance with district, state, and federal requirements.

Attends meetings, conferences, workshops, etc. for the purpose of conveying and/or gathering

information required to perform functions.

Coordinates a variety of activities and events (e.g. regular physical inventories of district and site assets,

sales of surplus goods, reviews by auditors, etc.) for the purpose of meeting departmental schedules

and legal requirements.

Develops reporting processes, procedures and internal controls for the purpose of enhancing information

flow and maintaining accurate records.

Maintains records and files (computerized and manual) relating to asset inventory for the purpose of

determining annual depreciation and ensuring the availability of information as required by district, state

and federal requirements.

Prepares a wide variety of reports, documents and other written materials for the purpose of

documenting activities, providing written reference and/or conveying information used for management

decisions.

Processes surplus equipment (e.g. drives to site, loads/unloads items, locates tag, etc.) for the purpose

of determining disposition and/or disposal is in accordance with district requirements.

Processes requests and documents (e.g. transfer forms, control number and tags, invoices and/or

requisitions, etc.) for the purpose of maintaining a computerized inventory of all fixed assets as required

by district, state and federal regulations.

Processes inventory control assignment of incoming equipment and supplies, land and buildings for the

purpose of maintaining a computerized inventory of all fixed assets as required by district, state and

federal regulations.

Receives capital items at the warehouse for the purpose of ensuring compliance with purchase order

and affixing tag.

Reconciles discrepancies in asset records (e.g. physical count versus reported items, purchase orders

versus items received, physical location of items, etc.) for the purpose of maintaining a computerized

inventory of all fixed assets as required by district, state and federal regulations.

Responds to inquiries of district personnel, board members, auditors, etc. for the purpose of providing

information and/or direction for resolving questions/issues.

Other Functions

Performs other related duties as assigned for the purpose of ensuring the efficient and

effective functioning of the work unit.

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Job Requirements: Minimum Qualifications

Skills, Knowledge and Abilities

SKILLS are required to perform single, technical tasks with a need to occasionally upgrade skills in order to meet

changing job conditions. Specific skill based competencies required to satisfactorily perform the functions of the job

include: applying district, state and federal policies and regulations related to warehouse operation; operating

equipment used in warehouse i.e. forklift, pallet jack, hand truck, etc.; operating standard office equipment including

pertinent software applications; performing accounting procedures; and preparing and maintaining accurate records.

KNOW LEDGE is required to perform basic math, including calculations using fractions, percents, and/or ratios; read

technical information, compose a variety of documents, and/or facilitate group discussions; and solve practical

problems. Specific knowledge based competencies required to satisfactorily perform the functions of the job include

accounting/bookkeeping principles; and principles of fixed asset management.

ABILITY is required to schedule activities, meetings, and/or events; routinely gather, collate, and/or classify data; and

consider a variety of factors when using equipment. Flexibility is required to independently work with others in a wide

variety of circumstances; work with data utilizing defined but different processes; and operate equipment using defined

methods. Ability is also required to work with a significant diversity of individuals and/or groups; work with data of

varied types and/or purposes; and utilize specific, job-related equipment. Problem solving is required to analyze issues

and create action plans. Problem solving with data frequently requires independent interpretation of guidelines; and

problem solving with equipment is moderate. Specific ability based competencies required to satisfactorily perform the

functions of the job include: communicating with persons of varied backgrounds; establishing and maintaining

effective working relationships; setting priorities; meeting deadlines and schedules; and working with detailed

information.

Responsibility

Responsibilities include: working under limited supervision using standardized practices and/or methods; leading,

guiding, and/or coordinating others; tracking budget expenditures. Utilization of resources from other work units is

often required to perform the job's functions. There is some opportunity to impact the organization’s services.

Work Environment

The usual and customary methods of performing the job's functions require the following physical demands

occasional lifting, carrying, pushing, and/or pulling, some climbing and balancing, frequent stooping, kneeling,

crouching, and/or crawling and significant fine finger dexterity. Generally the job requires 50% sitting, 25% walking,

and 25% standing. The job is performed under minimal temperature variations and in a generally hazard free

environment.

Experience: Job related experience is required.

Education: High school diploma or equivalent.

Equivalency: .

Required Testing: Certificates and Licenses

Valid Driver’s License and Evidence of

Insurability, Forklift Certificate

Continuing Educ. / Training: Clearances

IVP Fingerprint Clearance Card

Required, Measles/Rubella

Immunity/Vaccination, Valid form I-9

FLSA Status Approval Date Salary Grade

Non-Exempt 30

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