Finance Budget Analyst

JOB SUMMARY

This is a non-supervisory, mid-level professional position responsible for assisting in the collection, analysis, and interpretation of budget information. Position assists with providing budgetary projections, preparing accurate financial reports, and monitoring and reporting revenues and expenditures for the school division. Position also assists departments and schools in developing and achieving their budget plan. Position has significant independence in conducting budget studies and analysis.

ESSENTIAL JOB FUNCTIONS:

The minimum performance expectations include, but are not limited to, the following functions/tasks:

• Assists with the preparation, distribution, and implementation of the annual school division budget document;
• Assists the Director with budget development and long-range financial planning for the school system;
• Provides research, analyses, and summaries of budget requests and provides recommendations for further review;
• Coordinates communication with school principals and administrators regarding the status of their budget requests;
• Updates the salary budget projections so that proper funding for salaries and fringe benefits can be included in the annual budget request;
• Assists with monitoring and analyzing all revenues and expenditures during the year for the purpose of maintaining budgetary controls, projecting variances, and correcting errors with journal vouchers;
• Serves as a financial resource person to principals and administrators and aids them in developing and achieving their budget plan;
• Assists in the preparation and analysis of all financial statements and reports, including an Annual Financial Report to the State Department of Education and monthly School Board financial reports;
• Collects and analyzes financial data to provide budgetary projections;
• Assists with monitoring the position control system and reporting results of staffing to identify variances and ensure compliance with the budget;
• Provides training and technical assistance to principals, administrators, and other staff in budget preparation;
• Maintains automated budgeting systems to include a database of budget requests, various budget spreadsheets, and the position control system;
• Recommends to the Director revisions to financial policies and procedures in order to provide for better financial management;
• Provides assistance to auditors as required; and
• Performs other assigned duties.

MINIMUM REQUIREMENTS TO PERFORM WORK:

• Bachelor’s Degree in Business, Finance, Accounting, or related field; CPA preferred or equivalent training, education, and/or experience.

KNOWLEDGE, SKILLS AND ABILITIES:

• Skill in oral, written, interpersonal and network communication.
• Ability to practically apply accounting and budgeting practices and procedures.
• Ability to collect, organize, analyze, and interpret budget information, provide budgetary projections, and prepare accurate financial reports.
• Experience with automated financial systems.
• Knowledge of data gathering models and data analysis.
• Working knowledge of Microsoft Office Suite, including Excel, Word, Power Point and Teams.
• Ability to provide leadership, organize own work and that of others, and manage time independently.
• Ability to manage large amounts of data effectively.
• Ability to review documentation for compliance with requirements and attend to details in record reviews.
• Ability to facilitate and present effectively to small and large groups.
• Ability to maintain good working relationships with all employees and the public.
• Other such qualifications that the school board might accept in lieu of any of the above.
• Be recommended by the division superintendent and appointed by the school board.

SPECIAL REQUIREMENTS:

None

PHYSICAL DEMANDS:

Work is typically performed in the central office and throughout the division. Frequent walking, standing, stooping, lifting, up to approximately 40 pounds, and occasional lifting of equipment weighing up to approximately 50 pounds may be required. Other limited physical activities are required. Travel to schools throughout the division and central office is required. Vocal communication is required for expressing or exchanging ideas by means of the spoken word; hearing is required to perceive information at normal spoken word levels; visual acuity is required for preparing and analyzing written or computer data, determining the accuracy and thoroughness of work, and observing general surroundings and activities.

WORK ENVIRONMENT:

Work environment exposes the employee to inside and outside environmental conditions. Regular contact with staff members, administrators, and parents is required. Contact with parents by phone and in person is necessary. Timely and regular attendance is an expectation of performance for all CCPS employees. To ensure adequate staffing, positive employee morale, and to meet expected productivity standards throughout the organization, employees will be held accountable for adhering to their workplace schedule.

EVALUATION:

The supervisor will evaluate performance on the ability and effectiveness in carrying out the above responsibilities.