Budget and Fiscal Analyst

PURPOSE

To improve student achievement by working under the guidance of senior management and assisting in the development, implementation and management of the District’s budget. The budget will be developed with the collaboration of District senior management and the community with the vision of the District that all students graduate and are prepared for a successful life. Complete financial analysis to monitor the performance of financial results with the District’s approved budget.

SUPERVISION RECEIVED AND EXERCISED

Receives direction from an assigned supervisor. Tasks are performed using public sector budgeting 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. Preparing formal budget documents, revenue and expenditure projections, final reports, and other specialized financial reports and analyses required for the District
2. Collaborating with Human Resources to monitor positions and finalize budgeted staffing
3. Working with District staff to prepare and formalize programmatic budgets
4. Providing information and support to District staff to assist them in understanding financial reports and data, and in fulfilling budgetary requirements.
5. Conducting routine analysis of the funding formula calculations for the District in coordination with the funding units
6. Serving as liaison between the Budget Office and District staff for preparation of interdepartmental budget transfers and other budget questions
7. Reviewing and approving budgetary Journal Vouchers
8. Monitoring, identifying, and communicating over- expenditures to staff
9. Develop and present budget training as required
10. Assisting District financial management with various projects including fee analysis and development of auxiliary units
11. Assisting with district wide cash flow, monthly financial statements and quarterly reports. Prepare other various financial analyses as required by District senior management
12. Assisting with writing budget policy and internal controls related to budget policy for the District’s Quality Assurance Model
13. Performing related duties consistent with job description and assignment.
14. Maintaining regular and consistent attendance and punctuality.
15. Performing 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. Enterprise resource planning and accounting information systems
5. Application software to quantify and illustrate complex financial reports, comparisons, impacts, and/or projections
6. Oregon local government budget law and the legislative budget process
7. Finance, accounting, budgeting, and cost control 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. Organize work effectively and to exercise independent judgment in making appropriate technical and procedural decisions regarding work methods and work products
4. Evaluate and establish work priorities with little or no supervision
5. Independently research, organize, and analyze technical information and prepare reports and recommendations as requested
6. Communicate clearly and concisely both orally and in writing
7. Establish and maintain effective work relationships
8. Interpret employee contracts and have expertise with payroll related issues including knowledge of associated payroll costs
9. Maintain a flexible work schedule that may necessitate overtime during periods of high demand or special projects
10. 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 experience

Training

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

Work Environment

1. Climate controlled office settings and exposure to minimal noise intensity levels.
2. Moderate level of contact with 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.