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Finance Assistant

CESA 6
United Statesfull_timeVerifiedPosted 2 Apr 2026

About the role

Description

 CESA 6 is Hiring a Finance Assistant, come join our Team! 


SUMMARY

The Finance Assistant is crucial in assisting the Finance Department  in delivering high-quality services and ensuring all client interactions with CESA 6 are positive and supporting overall agency operations. 


ESSENTIAL FUNCTIONS 

Communication:

  • Provide customers with information about the center, such as products and services offered, contacts within the agency, or professional development offerings and locations.
  • Collect, sort, and distribute mail; prepare mail, messages, faxes, or courier deliveries for the center.
  • Answer the door when the receptionist is unavailable.

Finance Assistant:

  • Purchasing Support (Amazon)
  • Billing/Invoicing Questions and Support
  • Maintain Subscriptions (Acuity, AWSA, ASCD…etc)
  • WI Forward Exam Billing
  • Resale Acquisition
  • Catalog Purchases of Program - Related Items (e.g. resources, assessments, equipment)
  • Consortium Purchasing for Grants (e.g. Title III, Perkins)
  • Other duties as assigned.

Requirements

POSITION QUALIFICATIONS


Experience, Education, and/or Licensure

  • High school diploma required.  
  • Certification as an administrative assistant or marketing assistant is preferred.
  • Office experience desired.

Required Skills and Abilities

  • Model the core values of the agency.
  • Advanced computer skills, including email, word processing, and virtual meeting scheduling.
  • Working knowledge of Microsoft Office and Google platform applications, along with the ability to learn agency-specific applications to support business operations.
  • Ability to work independently as well as collaborate with diverse work teams.
  • Engage with clients in a positive manner that represents self, team, and Agency.
  • Work as a team and collaborate effectively with other Program Assistants and Coordinators to meet the needs of the Agency.
  • Process-oriented.
  • Be nimble and conscientious in order to meet the timeline.
  • Communicate effectively and timely, verbally and in writing, to a diverse audience.
  • Plan, organize, and prioritize work.
  • Remain flexible in order to adapt to changes in the work environment.
  • Excellent time management with the ability to manage schedules and meet deadlines.
  • Problem-prevention, conflict resolution, and problem-solving skills.
  • Work accurately with close attention to detail.
  • Exhibit a high degree of confidentiality of sensitive information and process and handle confidential information with discretion.
  • Work effectively, professionally, and tactfully with internal agency staff and external clients. 
  • Ability to set and meet high standards of customer service (internal and external).
  • Excellent interpersonal skills to facilitate interaction with the workforce.
  • Exhibit a professional, businesslike appearance and demeanor.
  • Professionally represent the agency and public, private, and parochial school districts in interactions with staff, customers, and the community.
  • Facilitate an overall work environment of mutual respect and collaboration.
  • Ability to interpret data.
  • Ability to establish and maintain effective relationships with individuals from diverse backgrounds.


WORK ENVIRONMENT / PHYSICAL DEMANDS


Work Environment

  • Ability to work in a professional and flexible office environment, with or without visual and audible distractions.
  • Ability to work in a fast-paced environment.

Physical Demands:

  • While performing the duties of this position, the employee is occasionally required to stand, walk, sit, use hands to finger, handle or feel, and reach with hands and arms.  
  • Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
  • The employee is regularly required to communicate effectively, in person, via phone, and in writing.
  • The employee will lift or move office products and supplies up to 30 pounds.

 

CESA 6 offers great benefits for full time employees such as:  Health, Dental and Vision insurance; Wisconsin Retirement System (WRS); Wellness Program; Accident/Critical Illness/Hospital Indemnity insurance; Pet insurance; paid vacation and holidays.


See CESA 6 Values Here 


In compliance

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Company

CESA 6

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