Accounting Tech 3 — Matt Perry

  1. Assist staff with JAWS in WorkDay

  2. Train new staff on travel

  3. Expense approver 1 on travel

  4. Unliquidated Obligations

  5. Payroll Cost Allocation

  6. Assist with cleaning up unpaid authorizations

  7. Process Social Security Cost Reimbursements

  8. Assist with Federal reporting: RSA17, RSA15, 7OB, WIOA

  9. Assist in training new accounting staff

  10. Quarterly RSA 15

  11. Sets up new Vendors in Accounting and Tyler CMS

Accounting Tech 3 — Kelli Brennan

  1. Process IMC billings and receivables

  2. Process EDMC billings and receivables

  3. Payroll Cost Allocation.

  4. Set up P-Cards

  5. TSB quarterly and annual reports

  6. Process Internal Memos

  7. Coordinates with Fleet

  8. Car reservations

  9. Car assignments

  10. Car budgeting and purchase

  11. Assist with Federal reporting - RSA17, RSA15, 7OB, WIOA

  12. Set up Costing Strings in WorkDay

  13. Assist with cleaning up unpaid Authorizations

  14. Assist with monthly budget reports

  15. Outstanding warrant follow-up

  16. Prep deposits for deposit

  17. Sets up new Vendors in Accounting and Tyler CMS

Accounting Tech 2 — Damian York

  1. Process All Payment documents

  1. Payroll Cost Allocations

  2. Assist with expense reports

  3. Work unpaid authorizations

  4. Oversees IDB Accounts Payable email

  5. Keeps track of fixed assets

  6. Sets up new Vendors in Accounting and Tyler CMS

Accounting Clerk 2 – Patrick Bremhorst

  1. Process All Payment documents

  2. Work unpaid authorizations

  3. Conducts inventory counts

  4. Process income mail and mail out payment checks

  5. Works in IDB Accounts Payable email

  6. Ok to pays, Pay Reviews, Approvals to Pay

  7. Weekly reminders

  8. Internal Memos — getting the stuff

  9. Sets up new Vendors in Accounting and Tyler CMS

Chief Financial Officer – Cheri Myers

  1. All Accounting department functions

  1. General supervisory duties

  2. Set policy and procedures

  3. Serve as CFO

  4. Dept Approval on Travel

  5. Manage Accounting Department

  6. Coordinate IDB procurement

  7. All IDB Federal financial reporting

  8. All IDB State financial reporting

  9. Coordinate with DAS

  10. Final approval on all payments prior to submittal to DAS SAE

  11. Oversee IDB payroll Cost Allocation

  12. Prepare IDB Budget

  13. Prepare Monthly Budget reports

  14. Prepare IDB GAAP package

  15. Work with auditors

  16. Review IDB contracts

  17. Establishes IDB Internal Accounting Procedures

  18. Assist in establishing accounts with outside vendors

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