Position Summary:
Under the direction of the Director, the Financial Analyst performs responsible duties in the planning and preparation of the annual budget, and in the analysis and control of the expenditure budget for the Board of Education Office.
Duties and Responsibilities:
- Reviews and analyzes board-related budgets, including discretionary and program-specific allocations;
- Provides tailored support to board members on how to navigate the budget process, including timelines, legal constraints, and procedures for proposing budget amendments;
- Prepares user-friendly budget summaries and guidance materials for board members;
- Tracks proposed board amendments and advises on fiscal impact, alignment with district priorities, and procedural requirements;
- Collaborates with the central budget and finance departments and other stakeholders to ensure timely delivery of accurate budget information;
- Ensures all guidance and processes are compliant with applicable laws, board policies, and financial regulations;
- Supports the Board of Education Office in evaluating accounting and administrative procedures;
- Serves as a liaison between the budget and finance departments and the Board of Education Office clarifying budget procedures and related accounting and purchasing methods and procedures; and
- Performs other duties as assigned.
Qualifications:
- Knowledge of relevant board policies, state/local budget laws, and procedures governing school district finance principles and practices;
- Familiar with research and statistical principles, methods and procedures applicable to budgeting and accounting;
- Knowledge of public sector budgeting process and requirements;
- Ability to analyze, interpret and report research findings, and recommendations;
- Ability to exercise judgment and discretion in applying and interpreting policies and procedures;
- Ability to establish and maintain effective working relationships; and
- Must possess strong computer skills, including Microsoft Office (Word, Excel and PowerPoint) and Google applications.
Education and/or Experience Requirements:
Bachelor’s degree with major coursework in finance, accounting, public administration, business administration, or a related field required. A minimum of three (3) years of related work experience required; previous experience in public education preferred.
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:
This is a confidential position, not represented by a bargaining unit. Evening and weekend work required.
