Budget and Financial Analyst
- Exempt
Primary Function
Performs accounting, budget and financial reporting work in the operation of Food Services and other school division funds; assists with the planning, development and execution of the annual budget.
Minimum Qualifications
- A bachelor’s degree in accounting, business administration, or related field; and considerable experience in governmental accounting; or any equivalent combination of training and experience which would provide the acceptable knowledge, abilities, and skills, as evidenced in the following performance responsibilities.
Knowledge, Skills and Abilities
- Knowledge of governmental accounting and budget principles and practices, auditing, and financial reporting.
- Knowledge of the application of data automation to accounting, budget, and financial reporting.
- Knowledge of modern office practices, procedures, and equipment.
- Ability to analyze, examine, and verify financial documents and practices.
- Ability to prepare a variety of financial statements, reports, and analyses.
- Ability to communicate effectively, orally and in writing.
- Ability to establish and maintain effective working relationships with co-workers, county officials, and the public.
- Ability to quickly learn procedures used to report information and maintain records.
- Ability to work under general supervision.
Performance Responsibilities
- Assists in the preparation of the annual budget.
- Assists in the publication of all budget documents.
- Prepares the fixed asset schedules at year-end for auditors.
- Compiles, corrects, and submits monthly federal reimbursement claims to the State Department.
- Prepares semi-annual and annual financial reports for the school cafeterias using information taken from Fund 2200 general ledger accounts, Accounts Payable and the Payroll Department.
- Reconciles and balances financial reports and daily deposits of each cafeteria.
- Oversees and maintains accounts payable and accounts receivable for each school cafeteria.
- Assists in preparing and monitoring budgets.
- Assists in the departments of payables, purchasing, receivables and program accounting.
- Reconciles and monitors the School Division’s purchase cards weekly.
- Assists in the preparation of the ASR (Annual School Report) by completing spreadsheets compiling the fiscal year expenditures.
- Process and reconcile the monthly Food Service Management Company (Sodexo) invoice.
- Compile and process the yearly supply, clinic and postage allocations for the schools.
- Assist in monitoring end of the year expenditures for fund 2100, 2101 and 2200.
- Performs other duties as assigned by Budget & Financial Supervisor.
Position Type: Exempt
Reports to: Budget & Financial Supervisor
Terms of Employment: Twelve months a year. Salary according to School Board Pay Plan.
Evaluation: Performance on this job will be evaluated in accordance with School Board policy and administrative regulations on evaluation of non-licensed personnel.
Revised: 9/1/2018