Demo

Budget Analyst

Wake County Public School System
Cary, NC Remote Full Time
POSTED ON 2/22/2025
AVAILABLE BEFORE 2/18/2026

Overview

POSITION TITLE (Oracle title)

BUDGET ANALYST             

 

WORKING TITLE

Budget Analyst

 

SCHOOL/DEPARTMENT

Budget

 

LOCATION

Crossroads III, Cary, NC

 

PAY GRADE

Noncertified Grade 27       

 

FLSA STATUS

Nonexempt

 

ELIGIBILITY FOR EMPLOYMENT CONTRACT                                           

No

 

WORK WEEK SCHEDULE

Monday-Friday (occasional evenings and weekends) Position is available for a Hybrid Telework workweek

 

POSITION PURPOSE:

Provides direct support to lead secretaries, bookkeepers, and support staff in schools and departments.  Prepares and facilitates training for central and school-based staff.  Receive and process budget transactions and position modifications.   Assist with the allotment process for schools.  Perform quality control checks and balances.  Maintain organizational structures in Oracle and NCDPI EDDIE.   Responsible for budget manager approvals and revisions.  Responsible for departmental budget and payroll processing, maintaining departmental calendar, and scheduling meeting and training spaces.  Participate and collaborate on committees for projects for the Administrative Services Division.  Knows, interprets, and applies rules and regulations governing the development and reporting of the WCPSS budget.  Responsible for fiscal accountability in compliance with state, federal, and local statutes and guidelines. 

 

MINIMUM QUALIFICATIONS: 

KNOWLEDGE, SKILLS, AND ABILITIES (KSAs)

  • Considerable knowledge of Microsoft Office, specifically Word and Excel; Google Apps;
  • Knowledge of generally accepted accounting principles;
  • Knowledge of federal, state, and local budgeting and finance requirements;
  • Knowledge of human resource position allotments, assignments, and payroll procedures;
  • Knowledge of Oracle or other Enterprise Resource Planning (ERP) system;
  • Critical thinking and analysis skills;
  • Ability to work independently and complete tasks with minimal errors and attention to detail;
  • Ability to communicate clearly and concisely both in oral and written form using a variety of communication techniques and tools to ensure the appropriate flow of information, collaborative efforts, and feedback;
  • Ability to work in a team environment;
  • Ability to work independently and complete tasks in the absence of clear direction;
  • Ability to establish and maintain effective working relationships with school system staff, staff members of external funding agencies, and the community.

 

EDUCATION, TRAINING, AND EXPERIENCE

  • Associates degree from a regionally accredited college or university; AND
  • Two years of experience in finance or accounting or related field; OR
  • An equivalent combination of education, training, and relevant experience sufficient to successfully perform the essential dues of the job.

 

 

 

CERTIFICATION AND LICENSE REQUIREMENTS

None

 

PREFERRED QUALIFICATIONS:

  • Experience working with Oracle based accounting systems;
  • Knowledge of public school accounting procedures and systems.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Analyzes and processes budget amendments, transfers, position modifications.
  • Updates the allotment application for allocations and changes.
  • Prepares monthly budget amendments and transfers packet for board of education.
  • Prepares and delivers training to lead secretaries, bookkeepers, and central support staff.
  • Advises budget managers, bookkeepers, and lead secretaries regarding budget, allotment, and position data.
  • Maintains organizational structures in Oracle including chart of accounts, organizations, account codes, substitute matrix and professional leave listing.
  • Monitors charter school expenditure patterns and confirm charter school membership projections.
  • Communicates, manages, and updates NCDPI EDDIE System.
  • Prepares and distributes Focus on Finance newsletter.
  • Updates the budget section of the Finance Manual and the School Allotment Manual.
  • Maintains program descriptions on the WCS School-Based Budget Report.
  • Prepares staff development notifications as required by state statutes.
  • Manages process for budget manager additions, deletions, and changes.
  • Processes adjustments for budget development.
  • Provides quality control checks by proofing documents and transactions and ensuring the allotment application remains in balance with Oracle.
  • Performs accounting duties for the budget department (order supplies, maintain ledger, and prepare payroll).
  • Routes for signature approval and distribute monthly board of education materials, transactions for NCDPI, and approvals for Chief Business Officer.
  • Performs other related duties, as assigned.
  •  

    WORK ENVIRONMENT/PHYSICAL REQUIREMENTS

    This position operates in a professional office environment and has a noise level of mostly low to moderate. This role routinely uses standard office equipment such as computers, scanners, and copiers. The position, at times, must be able to come into direct contact with school system staff and staff members of external agencies, and the community. Work is considered light physical work, requiring the exertion of up to ten pounds of force.

     

    EFFECTIVE DATE:  2/2025

     

    DISCLAIMER:  The above statements are intended to describe the general purpose and responsibilities assigned to this position.  They are not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and skills required by the employees assigned to this position.  This description may be revised by HR and approved at any time.

     

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