Program Coordinator I-(Financial Services)-Trainee #2023-47A4

Vacancy Number:



Program Coordinator I-(Financial Services) Trainee


Northeastern Regional Information Center - 900 Watervliet-Shaker Road

Basic Function:

The work involves responsibility for training and instructing school district personnel using financial software applications supported by a BOCES Regional Information Center (RIC). Incumbents in this class also provide technical assistance to school district personnel to resolve financial software problems. This position of Program Coordinator I (Financial Services) Trainee differs from that of Program Coordinator II (Financial Services) by virtue of the fact that a Program Coordinator II’s (Financial Services) duties and responsibilities, as well as the knowledge and experience, are more extensive than that of a Program Coordinator I (Financial Services) Trainee. A Program Coordinator II (Financial Services) is also involved with school districts in the technology planning process, and usually does not interact with other governmental agencies to resolve technical financial issues.

The Program Coordinator (Financial Services) series differs from the Program Coordinator (Network Services) series by virtue of the fact that Program Coordinators (Financial Services) do not generally perform Local Area Network (LAN) or Wide Area Network (WAN) support services.

The Program Coordinator (Financial Services) series differs from other Program Coordinator series by virtue of the fact that incumbents in the Program Coordinator (Financial Services) series are required to possess knowledge pertaining to financial record maintenance and do not generally maintain administrative or instructional software applications.

The work of a Program Coordinator I (Financial Services) Trainee is performed under the direct supervision of a higher-level Program Coordinator. The incumbent exercises no supervision. Does related work as required.


A. Graduation from a regionally accredited college or university or one accredited by the New York State Board of Regents to grant degrees with at least a Bachelor’s degree in Accounting, Finance, Business Administration, Education or a closely related field.

NOTE: Following completion of a successful two (2) year traineeship, individuals with permanent competitive status as a Program Coordinator I (Financial Services) Trainee mature to a Program Coordinator I (Financial Services) without further examination.

Vacancies are filled by certified list provided by Albany County Civil Service. Should no certified list be available, candidates appointed to this position will be serving in a provisional appointment in accordance with New York State Civil Service Law. The candidate must successfully complete a competitive examination and be eligible for appointment in accordance with Civil Service Law and the Civil Service Rules for Albany County to obtain a permanent appointment.


1. Trains and assists school district staff on financial software applications used to perform accounting, payroll, budgeting and other financial activities.
2. Administers and maintains a computerized financial system for a school district.
3. Writes documentation regarding financial software use.
4. Acts as liaison between school districts and software vendors.
5. Acts as liaison between school administrators and clerical staff to formulate training and strategies for financial software use in a school district.
6. Documents and distributes financial software upgrades.
7. Prepares financial documentation or reports such as W2 and 1099 Forms or Federal and State retirement reporting for a school district.
8. Tests and installs financial software applications/updates and analyzes and resolves computer hardware and software problems either onsite or by phone.
9. Performs basic computer hardware and financial software installation, maintenance and network administration such as installing stand alone or Local Area Network computer hardware and software; configuring software, adding and removing end-users, and resolving printer problems.
10. Meets with school district technology personnel and administrators to discuss requests for program changes, advise on hardware and financial software purchases and coordinate technology projects.
11. Orders and tracks financial software applications purchased for school districts, maintains detailed written records on training and services provided.
12. Participates in regional user group meetings for the support and development of financial services supported by BOCES.
13. Distributes training documents, manuals, revisions, and memos, newsletter and other information pertaining to financial software use in a school district.
14. Documents financial software changes requested by component school districts and forwards it to the appropriate software company.
15. Researches new and updated financial software before distributing it to a school district.
16. Advises and makes recommendations to school personnel regarding financial software purchases.
17. Maintains an up-to-date knowledge on emerging theories and best practices in learning and teaching technology integration.
18. Prepares and submits written and statistical reports related to program activities for the BOCES and New York State Education Department.
19. May contact government agencies such as the Internal Revenue Service or the New York State Department of Taxation and Finance to research questions or resolve problems.
20. Good knowledge of computer financial software applications supported by a BOCES Regional Information Center.
21. Good knowledge of the financial record maintenance procedures.
22. Good knowledge of assigned local school districts needs for technology training services.
23. Working knowledge of computer hardware and software industry.
24. Working knowledge of standard office practices and equipment.
25. Ability to develop, design, coordinate and/or deliver technology training.
26. Ability to utilize various software and computer database programs.
27. Ability to problem-solve computer user hardware and software problems.
28. Ability to form and maintain effective working relationships with others.
29. Ability to understand and empathize with computer user needs and concerns.
30. Ability to maintain records and prepare written and statistical reports clearly and concisely.
31. Ability to communicate effectively both orally and in writing.
32. Ability to follow written and oral instructions.
33. Physical condition commensurate with the demands of the position.

Start Date:

As soon as possible

Application Deadline:

April 14, 2023 (or until position is filled)

Starting Salary:

$34,822 – $40,045 prorated to the amount of service rendered

The selected applicant will be subject to a fingerprint supported criminal history background check in accordance with SAVE Legislation effective July 1, 2001.

Apply To:

Further Information Contact:

Capital Region BOCES, 900 Watervliet-Shaker Road, Albany NY 12205
or email


March 17, 2023