Budget and Financial Operations Analyst

PURPOSE

Represents the District’s interests by providing budget, financial and operational guidance of the bond program under the direction of the directors of budget and financial services and construction and maintenance services. Directly supports the chief operations officer in program management decision-making and leadership of the Community Bond Oversight Committee.

SUPERVISION RECEIVED AND EXERCISED

Receives direction from an assigned supervisor. Tasks are performed using public sector budgeting, financial and operational practices including established policies or as prescribed rules and regulations. Work is reviewed periodically to assure compliance to standards and measured results.

ESSENTIAL FUNCTIONS OF THE JOB

May include, but are not limited to, the following

1. Prepares formal budget documents, revenue and expenditure/cash flow projections, final reports, operational analysis and other specialized reports and analyses required for District leadership decision-making
2. Coordinates the most complex procurement activities including but not limited to the design and development of routine and non-routine solicitations for architectural, engineering, construction, program management and related services in support of the delivery of the bond program
3. Exercises broad discretionary decision-making authority related to ensuring operational procedures and key deliverables are accomplished on-time and within established budgets.
4. Acts as lead contract administrative support for all agreements, contracts and change orders; reconciles project/program budgets
5. Makes recommendations to the directors of budget/financial and construction/maintenance services and the chief operations officer to resolve scope, schedule and budget issues staying within overall program parameters.
6. Collaborates with Human Resources to monitor positions and finalize budgeted staffing
7. Works with District staff to prepare and formalize programmatic budgets and financial reports
8. Provides information and support to District staff to assist them in understanding financial/operational reports and data and fulfill program requirements.
9. Conducts routine analysis of the program cash flow analysis to inform investment decisions in compliance with federal, state and board requirements
10. Serves as liaison between program management and District staff regarding program budgetary, financial and operational guidance
11. Monitors, identifies, and communicates over- expenditures to staff and problem-solves to bring expenditures back into acceptable levels
12. Develops and presents budget, financial and operational training as required
13. Develops programmatic cash flow, monthly financial statements and quarterly reports.
14. Prepares various financial/operational analyses as required by District senior management
15. Assists with writing budgetary/operational policies and internal controls related to the effective implementation of the bond program
16. Establishes and maintains collaborative working relationships with program staff
17. Maintains regular and consistent attendance and punctuality
18. Performs related duties consistent with job description and assignment

MINIMUM QUALIFICATIONS

Knowledge of

1. Principles and practices of public-school district budgeting regulations, policies, and procedures including Generally Accepted Accounting Principles, Governmental Accounting Standard Board and Financial Accounting Standards Board (GAAP/GASB/FASB) rules
2. Fund accounting and budgeting in education
3. Principles and practices of work organization, process design, and refinement
4. Trends, approaches and problem-solving techniques used in operations management and program/project delivery
5. Federal, state and local laws, processes and procedures governing public agency budgeting, construction, facilities and general obligation bonds
6. Laws governing public purchasing and contracting including public agency budgeting, contracts and bidding requirements
7. Techniques and principles of high-quality customer service
8. Oral and written communication techniques
9. Enterprise resource planning and accounting information systems
10. Application software to quantify and illustrate complex financial reports, comparisons, impacts, and/or projections
11. Oregon local government budget law and the legislative budget process
12. Finance, accounting, budgeting, cost control and contracting/procurement procedures

Ability to

1. Interpret financial data and prepare financial reports, statements and/or projections
2. Analyze budgetary expenditures for compliance with approved budget
3. Analyze situations accurately, evaluate alternative operational approaches and recommend effective courses of action
4. Organize resources to meet goals and deadline
5. Prepare, administer and monitor program/project budgets and anticipate future budgetary needs
6. Organize work effectively and to exercise independent judgment in making appropriate technical and procedural decisions regarding work methods and work products
7. Evaluate and establish work priorities with little or no supervision
8. Independently research, organize, and analyze technical information and prepare reports and recommendations as requested
9. Communicate clearly and concisely both orally and in writing
10. Establish and maintain effective work relationships
11. Maintain a flexible work schedule that may necessitate overtime during periods of high demand or special projects
12. Work with business Enterprise Resource Planning (ERP) integrated financial system and related peripheral equipment and software including Advanced Excel and Microsoft (MS) Word

Experience and Training

Any combination of experience and training that would provide the required knowledge and abilities is appropriate. A representative way to obtain the required knowledge and abilities would be:

Experience

Five or more years of progressively responsible governmental budgeting, construction, operational or management experience

Training

Equivalent to a bachelor’s degree in accounting, business administration or a related field.

Work Environment

Climate controlled office settings and exposure to minimal noise intensity levels.

High to moderate level of contact with program and district personnel. Lower level of contact with outside agencies/community.

Physical Requirements

Frequent reaching, handling, fingering, talking and hearing. Mobility to work in a typical office setting and use standard office equipment, stamina to remain seated and maintain concentration for an extended period. Hearing and speech to communicate in person or over the telephone.
Vision: Frequent near acuity; occasional far acuity. Vision to read printed materials, computer screens and/or other monitoring devices.

Strength: Sedentary/Light – Exert force to 15 pounds occasionally or a negligible amount of force frequently to lift, carry, push, pull or move objects.