Senior Finance Analyst

Pay Grade:                K (Exempt Professional Salary System)

Department:              Finance

Accountable To:        Budget Manager

FLSA Status:             Exempt

Calendar:                   261 Days

Creation/Revision Date:       January 8, 2024

Summary:

Under general direction, incumbent(s) analyzes comprehensive reporting and complex databases; develops reports for forecasting, trending, and results analysis; and analyzes funding sources to extract and define relevant information.  In addition, incumbent(s) assists with the preparation of the District’s budget by preparing revenue projections for all grant funds.  Incumbent(s) provides administrative assistance to immediate supervisor and assists with the compilation of procedure manuals for the Budget & Finance Department.

Essential Functions:

• Analyzes and manages assigned budgets for the Finance Department.
• Completes analysis for individual funds to identify any outstanding issues including cash management, interest reversions, amendable project balances, federal direct funding draw requests, and end of project cash reversions.
• Analyzes reports and spreadsheets for the District to include, but not limited to, revenue and expense reports and project completion reports.  
• Provides technical assistance and training to District personnel regarding allowable fund expenditures and District procedures according to regulations outlined in the USFR and the ARS Title 15, and district procedures.
• Develops, documents, and revises procedures and forms applicable to area of assignment.
• Coordinantes the budget projection process for grants.
• Balance fund records, prepare journal entries, post and reconcile revenue for grant funds in accordance with the USFR guidelines.
• Performs indirect cost charge analysis to determine applicable expenditures relating to indirect cost charges.
• Completes comparison analysis between year-to-date charges and projected applicable charges for grant and food service funds.
• Performs in-kind calculations for the Head Start fund to ensure accuracy with the monthly reporting.
• Coordinates with the internal auditor to ensure compliance with the federal guidelines.
• Utilizes electronic financial information from District systems and databases.
• Reviews and ensures data and other pertinent information is accurate.
• Provides technical support to schools and departments regarding budget and accounting related questions as well as SERP (Visions) training to new and existing grant coordinators.
• Other job-related duties as assigned.

Required Qualifications:

To be eligible for this position, an applicant must meet the following required qualifications.  Verification of these required qualifications is necessary.

• High School Diploma or G.E.D.;
• Two years of finance, accounting, budget or related experience.

Preferred Qualifications:

It is preferred that applicant possesses the following preferred qualifications; however, the following qualifications are not required to be eligible for this position.

• Bachelor’s degree in Accounting, Business Administration, or related field;
• Five years of finance, accounting, budget or related experience.

Knowledge and Skills Required:

To perform the job successfully, an individual must be able to perform each essential duty satisfactorily.  The qualifications for this job description are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Skills required, but not limited to, for this position include:

• Having advanced knowledge of Microsoft Office including Excel, Word, PowerPoint, Access, and Outlook;
• Using grants management system;
• Knowing Arizona Department of Education information related to finance;
• Using computer related software programs;
• Using comprehensive functions of Microsoft Excel such as pivot tables, formulas, integration of systems and databases, etc.;
• Understanding funding sources such as federal, state, and local grants ;
• Understanding general accounting techniques;
• Using budgetary software programs;
• Knowing accounting and algebraic mathematic functions;
• Knowing Federal and State laws governing finance;
• Visualizing and applying various types of spreadsheet applications;
• Using various types of office equipment;
• Engaging and encouraging communication skills while interacting with supervisors, staff, students, etc. to exchange information.

Physical Requirements:

The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or feel.  The employee frequently is required to talk or hear.  The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.  The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

Working Conditions:

The working environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

The Washington Elementary School District is an Equal Employment Opportunity Employer in compliance with Title VI of the Civil Rights Act of 1964, Civil Rights Act Title VII of 1972, Title IX of the Education Amendments of 1972, Section 504 of the Rehabilitation Act of 1973 and the Americans with Disabilities Act (ADA) of 1990. Washington Elementary School District does not discriminate on the basis of race, color, religion, national origin, sex, sexual orientation, gender identify or expression, disability or age in employment or in any of its educational programs or in the provisions of benefits and services to students. For information regarding discrimination grievance or complaint procedures contact the Executive Director for Human Resources at 602.347.2801.

Salary : $51,620 - $69,687