Budget and Staffing Analyst

PURPOSE

To improve student achievement by planning, coordinating and processing the budget and departmental staffing allocations for departments. Ensures the department operates within its appropriations. Performs analysis of complex program and financial data. Prepares appropriate reports and makes recommendations to management.

SUPERVISION RECEIVED AND EXERCISED

Receives general direction from an assigned supervisor. Methods of performing tasks are the responsibility of the employee as long as they are performed within the established policies or as prescribed by rules and regulations. Work is reviewed regularly to assure compliance to standards and measured results. May be expected to exercise technical and functional supervision over support personnel.

ESSENTIAL FUNCTIONS OF THE JOB

May include, but are not limited to, the following

1. Analyzing, computing and maintaining budget information for departmental operations.
2. Preparation of budget packages, reduction options, workload measures, program narratives and other materials necessary for the department budget.
3. Tracking actual expenditures and preparing periodic reports of department’s expenditures and revenues.
4. Maintaining department’s internal accounting system to assist in analyzing and tracking expenditures.
5. Assisting in the completion of budget for grant applications; monitoring, preparing and submitting reports on the financial status of grant-funded programs.
6. Preparing estimates and providing recommendations pertaining to budget.
7. Establish timelines for staffing in coordination with Human Resources and Position Control
8. Developing and coordinating processing procedures for own work under the Quality Assurance Model.
9. Coordinating development of reports.
10. Reviewing fiscal impact of boiler plate agreements for the department.
11. Maintaining regular and consistent attendance and punctuality.
12. Performing related duties consistent with job description and assignment.

MINIMUM QUALIFICATIONS

Knowledge of

1. Principles and practices of public school district budgeting, staffing, and policies and procedures
2. State and federal regulations related to special education and Medicaid Services
3. Generally accepted accounting principles
4. Principles and practices of work organization and simplification
5. Forecasting and cost analysis
6. Mainframe and integrated Personal Computer (PC) based accounting applications

Ability to

1. Organize work effectively and exercise independent judgment in making appropriate technical and procedural decisions regarding work methods and work products
2. Review and analyze accounting records and program data
3. Independently research, organize and analyze budget information and prepare reports and recommendations
4. Resolve procedural and technical problems and implement developed plans and procedures
5. Respond rapidly to new and changing technologies, issues, priorities and schedules
6. Write and explain budget information to a variety of audiences
7. Establish priorities and coordinate assignments
8. Operate a computer with integrated financial system access and related peripheral equipment and software including Excel, Microsoft (MS) Word, Filemaker Pro and PowerPoint
9. Travel to District locations as needed

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

Three or more years of progressively responsible budgeting and staffing experience.

Training

Equivalent to a bachelor's degree in accounting, business administration or a related field or three more years of relevant experience.

Work Environment

1. Climate controlled office settings and exposure to minimal noise intensity levels.
2. High level of contact with district personnel. Low 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.