Job Description

Title:   BUDGET & FINANCIAL ANALYST

Position Type: 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.

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.

9/1/2018