Position: Financial Analyst - ELD

Position Summary:

Under the direction of the Instructional Supervisor, the Financial Analyst for the English Language Development (ELD) Program maintains fiscal records, prepares budgets, analyzes and reconciles monthly budget reports for general and restricted funds, and makes projections of expenses for all budgets. Work may involve acting as intermediary for the program supervisor, i.e., attending meetings, giving reports, preparing memoranda, interpreting policy and compiling data to ensure fiscal controls/accountability within the ELD Program.  An employee in this class may improve upon existing methods or develop new methods and techniques to accomplish assigned duties. The employee will work within those policy guidelines established by the school system, the grant and the Program Supervisor. Work involves contact with departments within the school system as well as outside vendors.

Duties and Responsibilities:

• Develops and implements processes, procedures and systems for monitoring cost data for use by the supervisory staff of the ELD Program;
• Develops, implements and manages the internal financial management tracking system for the various budgets, unrestricted and grant funded restrictive, essential management of the program;
• Provides financial information to supervisory staff for the formulation of both multi-year program budgets and short-term programs;
• Prepares reports for use by the Instructional Supervisor and/or ELD Program staff;
• Assists in preparation of grant budgets;
• Advises the Instructional Supervisor and other staff of all regulations, guidelines, mandates and federal, state and local requirements regarding the financial integrity of Title III and Immigrant funding;
• Keeps the Instructional Supervisor informed of all financial/budgetary issues pertaining to the program;
• Analyzes and reconciles monthly budget reports, reporting discrepancies to the Instructional Supervisor and preparing budget adjustment requests where appropriate;
• Reconciles purchase order discrepancies with vendors;
• Assists the Instructional Supervisor with annual grant applications for Title III and Immigrant grants;
• Serves as a liaison between the ELD office and other internal central offices; and
• Performs other duties as assigned.

Qualifications:

• Working knowledge of office procedures, practices and equipment;
• Good knowledge of the current principles and practices used in planning and monitoring budgets;
• Good knowledge of the research and statistical principles, methods and procedures applicable to grant budgeting and accountability;
• Ability to analyze, interpret and explain budget reports and to make projections and recommendations orally and in writing; and
• Ability to establish and maintain effective working relationships with program leadership, program employees and other system staff.

Education and/or Experience Requirements:

Bachelor’s degree with major course work in accounting, administration, business administration, or related field with at least three (3) years of related work experience working with grant-funded programs, or any equivalent combination of experience and training which provides the required knowledge, skills, and abilities.

Certification:

None required.

Supervisory Responsibilities:

No direct supervisory responsibilities.

Physical Demands:

The physical demands 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 frequently required to stand, talk, hear, walk, sit, and use fingers, tools or controls. The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl. Specific vision abilities required by this job include close vision such as to read handwritten or typed material, the ability to adjust focus, and depth perception. While performing the duties of this job, the employee may occasionally push or lift up to 25 lbs.

Working Environment:

The work environment characteristics are representative of those an employee encounters while performing the essential functions of the job.

Additional Information:

None