Budget Analyst - Fiscal Setrvi

Purpose StatementThe job of Budget Analyst is done for the purpose/s of performing difficult and very complex accounting and auditingduties in assisting the Executive Director, Fiscal Services in the preparation and maintenance of budgets, financial reportsand accounting records. Incumbents in this classification provide students and staff with fiscal services which in turndirectly supports learning. This job reports to Executive Director, Fiscal ServicesEssential Functions Assigns program budget numbers, object numbers, income numbers and balances for the purpose of maintaining chart of accounts and financial records and systems in compliance with district and county guidelines, policies and procedures.

Assists Executive Director, Fiscal Services for the purpose of ensuring an efficient and effective work environment,enhancing productivity, and achieving objectives. Assists in budget development for the purpose of achieving District objectives within budget. Audits various accounts, records and systems for the purpose of identifying discrepancies, resolving problems and issuesand/or ensuring conformity to State and district accounting requirements. Collaborates with various district departments for the purpose of providing information related to financial accountingprocedures, policies and requirements and/or reconciling major data bases and systems. Compiles a variety of fiscal information (e. g.

profit and loss reports, reimbursement reports, manuals, reportingprocedures, internal controls, chart of accounts structure, etc. ) for the purpose of providing information to others forimplementation and action. Coordinates assignments of assigned accounting staff for the purpose of ensuring efficient and timely completion of workin accordance with established standards and practices. Develops function specific computer applications (e. g. spreadsheets, databases, commercial software, etc. ) for thepurpose of providing computerized processes for cost analysis, forecasting and reporting. Develops special and regular reports (e. q. annual budget spreadsheets, running salary and benefit projections, etc.

) forthe purpose of extracting and summarizing budget and financial data from the financial systems for management andschool board information needs and decision-making and for meeting state reporting requirements. Maintains a variety of manual and electronic files and/or records (e. g. cost analyses, payroll data, financial reports,budgets, etc. ) for the purpose of maintaining an up-to-date trail for reference and ensuring compliance with establishedregulations. Monitors a wide variety of financial information (e. g. position controls, staffing units, salaries, benefits, etc. ) for thepurpose of maintaining an up-to-date trail for reference and ensuring compliance with established regulations.

Prepares a wide variety of documents (e. g. reports, budgets/accounting transactions, income and costs analysis, financialreports, correspondence, requisitions, long-term debt schedules, etc. ) for the purpose of providing complete and accuratedocumentation and/or audit trail. Processes financial documents, materials and data (e. g. budget detail, projections, report data, staffing units, etc. ) for thepurpose of disseminating information in compliance with established requirements. Provides fiscal oversight and guidance for all categorical programs and grants for the purpose of achieving Districtobjectives within the budget. Recommends appropriate expenditure plans for all categorical programs and grants for the purpose of providinginformation and monitoring expenditures.

Reconciles Districtwide personnel salary and benefit data for the purpose of identifying discrepancies, resolving problemsand/or issues, and ensuring efficiency of operations. Reviews all grant applications for the purpose of ensuring fiscal compliance with established regulations. Reviews items (e. g. program budget numbers, object numbers, income numbers and balances) for the purpose ofmaintaining chart of accounts, financial records, and systems in fical compliance with District and County guidelines,policies and procedures. Reviews the work of assigned accounting staff for the purpose of ensuring that accounting assignments are completed tomeet District standards. Job Requirements:

Minimum QualificationsSkills, Knowledge And AbilitiesSKILLS are required to perform multiple, technical tasks with a need to occasionally upgrade skills in order to meetchanging job conditions. Specific skills required to satisfactorily perform the functions of the job include: operatingstandard office equipment including using pertinent software applications; performing accounting procedures; preparingand maintaining accurate records; compiling and analyzing financial; and statistical information and data. KNOWLEDGE is required to perform advanced math; read technical information, compose a variety of documents, and/orfacilitate group discussions; and analyze situations to define issues and draw conclusions.

Specific knowledge requiredto satisfactorily perform the functions of the job includes: concepts of grammar and punctuation; principles, practices andprocedures of accounting including budget development, payroll, accounts payable and accounts receivable; applicablesections of State Education Codes and other federal, state, county and district laws policies, rules, and regulations. ABILITY is required to schedule activities, meetings, and/or events; routinely gather, collate, and/or classify data; and usebasic, job-related equipment. Flexibility is required to work with others in a wide variety of circumstances; analyze datautilizing a variety of complex processes; and operate equipment using defined methods.

Ability is also required to workwith a significant diversity of individuals and/or groups; work with data of widely varied types and/or purposes; and utilizejob-related equipment. In working with others, problem solving is required to analyze issues and create action plans. Problem solving with data requires analysis based on organizational objectives; and problem solving with equipment islimited to moderate. Specific abilities required to satisfactorily perform the functions of the job include: adapting tochanging work priorities; communicating with diverse groups; maintaining confidentiality; meeting deadlines andschedules; working as part of a team; and working with detailed information/data. ResponsibilityResponsibilities include:

working under limited supervision using standardized practices and/or methods; leading, guiding,and/or coordinating others; and monitoring budget expenditures. Utilization of resources from other work units is oftenrequired to perform the job's functions. There is a continual opportunity to impact the Organization's services. Working EnvironmentThe usual and customary methods of performing the job's functions require the following physical demands: some lifting,carrying, pushing, and/or pulling; and significant fine finger dexterity. Generally the job requires 75% sitting, 5% walking,and 20% standing. This job is performed in a generally clean and healthy environment.

Experience Job related experience with increasing levels of responsibility is required. Education Bachelors degree in job related area. Required TestingAs required for positionCertificates & LicensesNone SpecifiedContinuing Educ. l TrainingNone SpecifiedClearancesCriminal Justice Fingerprint/Background ClearanceTB Clearance