WINDSOR UNIFIED SCHOOL DISTRICT

JOB DESCRIPTION

TITLE:  Budget Analyst - Confidential

DEFINITION:

Under limited supervision of the Director of Business Services, assists in the planning, organization and development of budget accounting including budgetary projections and preparation for collective bargaining; coordinates the year end closing process; prepares budget development spreadsheets, inter-fund transfers, deposits, utilizes Standard Account Code System (SACS) procedures; and performs related budget analysis work. Works closely with Superintendent or designee to provide budgetary data for use by collective bargaining negotiating team and Board of Trustees in preparation for Association negotiations, and as such, is a member of the Confidential employee classification.

EXAMPLES OF DUTIES AND RESPONSIBILITIES:

• Interprets and administers all financial policies/regulations (BP's/AR's) procedures and laws as prescribed by code, State Account Code System (SACS), and the Board of Trustees
• Compiles district attendance from all sites
• Completes hourly program reports
• Calculates, codes, and distributes local, state, and federal revenues received by the district to the appropriate funds
• Prepares all required associated reports and forms for submission to appropriate agencies; maintains a complete set of financial records for district categorical resources
• Reviews County transfers and documentation for charges to holding accounts and clears to specific account numbers in a timely fashion
• Assists with the preparation of the annual budget requests and maintains continuous budget accounts as required
• Develops annual budget development spreadsheets
• Reports on anticipated or possible deficits, surpluses and general condition of the District
• Evaluates income and expenditures for conformance with the State Accounting Manual
• Prepares confidential financial reports for presentation to the Board of Trustees in closed session
• Prepares quarterly budget revision report for presentation and adoption by the Board of Trustees
• Maintains Accounts Receivable and Payable
• Initiates and recommends budget adjustments and amendments
• Computes and requests transfers between funds and other accounts
• Monitors monthly income and expenditure reports
• Acts as a resource for confidential budgetary information
• Monitors cash balance of district funds and invoicing
• Prepares inter-fund transfer reports
• Coordinates invoicing for the District
• Assists with District cash flow projections and reports for the Chief Business Officer and Superintendent
• Maintains appropriate confidential records and journals
• Maintains capital inventory according to federal standards
• Maintains permanent file system for appropriate materials
• Uses current equipment such as dedicated word processor or microcomputer to input and verify data, to generate spreadsheets, graphs, charts, reports and correspondence
• Meets with Superintendent to review monthly budget expenditures
• Meets with school sites to review financial reports
• Assists schools and program directors in annual budget development according to SACS account code structure
• Performs other duties as assigned

REQUIRED QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

Education:

• Formal or informal education or training which ensures the ability to read and write at a level for successful job performance and which would provide an opportunity to acquire the above knowledge and abilities 
• Substantial training in bookkeeping or accounting applied to school finance
• High School diploma or equivalent

Experience:

• Three years of increasingly substantial and responsible experience in the maintenance of financial records

Knowledge of:

• Advanced accounting and double-entry bookkeeping principles and procedures
• Data processing as related to financial record keeping
• Appropriate laws, codes, regulations, requirements, and standards related to assigned area(s) of responsibility
• Basic office methods, practices and procedures, including financial record keeping
• Standard English usage, spelling, grammar, and punctuation
• Standard office machines, including computers and software applications for the specific areas of responsibility
• Financial software and state software programs

Ability to:

• Respond promptly to requests of sites to provide needed information, assistance, training, materials and resources
• Plan, organize and prioritize own work to meet deadlines and accomplish assigned tasks within established timelines including maintaining accurate records and files
• Maintain an orderly work environment and perform tasks in prescribed and safe manner
• Establish and maintain cooperative working relationships with those contacted during performance of job duties
• Perform mathematical calculations with speed and accuracy; reconcile differences using mathematical skills and understanding of financial record-keeping systems
• Locate and provide data found in a variety of fiscal accounts and transactions
• Effectively communicate in both oral and written form
• Advanced computer literacy
  • Maintain confidentiality, and engender trust

DESIREABLE QUALIFICATIONS:

• Ability to communicate in Spanish
• BA degree, Accounting major preferred

The requirements listed above are representative of the knowledge, skill and/or ability required.  Reasonable accommodation may be made to individuals with disabilities to perform the essential functions.