JOB TITLE: Fiscal Analyst

DESCRIPTION OF BASIC RESPONSIBILITIES:

Under general supervision of the Director of Fiscal Services, perform specialized and complex work in the control and monitoring of assigned District budgets; establish, analyze, and maintain accurate and auditable fiscal records for the District’s programs; prepare budgetary projections and estimates; generate a variety of budgetary and statistical reports; assure compliance with applicable laws, codes, and regulations.

SUPERVISOR: Director of Fiscal Services

ESSENTIAL FUNCTIONS:

1. Develop and monitor district, site, and department budgets;

2. Work directly with site/department supervisors to implement financial and accounting processes in support of the managing and monitoring of their budgets;

3. Review, analyze, and maintain district and department financial data, adjusting and correcting as needed;

4. Verify funding for expenditures;

5. Approve requisitions after analysis to determine availability of budgeted funds,

propriety/appropriateness of the requested expenditure, approval by the responsible

supervisor, and correctness of coding;

6. Responsible for internal audit functions assigned by the Director of Fiscal Services;

7. Code, record, input, and verify data into financial system;

8. Preparation of a variety of financial reports and assist in annual budget reporting, interim, and year-end reports;

9. Serve as a resource to district personnel in the areas of budgetary and expenditure policies and procedures;

10. Plan and project the needs of future budgets to include multi-year cost analysis and

proposals and budget allocation formulas for the purpose of ensuring compliance with all

applicable district, state, and federal rules, policies, procedures, and guidelines;

11. Analyze and forecast state and federal categorical revenues and expenditures;

12. Work with the curriculum and instruction department to complete LCAP financials;

13. Assist with budget sections of the Consolidated Application;

14. Maintain various fiscal information, files, and records for specialized projects including capital projects for the purpose of providing an up-to-date reference and audit trail for compliance with established fiscal guidelines;

15. Prepare department procedure form, manuals, and handbooks;

16. Attend meetings as assigned;

17. Assist the Director of Fiscal Services with other tasks as assigned.

EMPLOYMENT STANDARDS:

Knowledge of:

− California School Accounting rules and procedures;

− Governmental accounting, laws, and regulations;

− Financial recordkeeping, procedures, and methods as they relate to school districts;

− Technical aspects of accounting, budgeting, and auditing;

− Proper auditing procedures and financial reporting;

− Modern office practices, procedures, and equipment including computers and applicable software (ex: spreadsheet and specialized financial software systems);

− English usage, spelling, grammar, and punctuation.

Ability to:

− Perform a variety of specialized financial accounting duties to assist in the preparation,

analysis, and maintenance of district budgets;

− Evaluate and project annual income and expenditures to determine budget requirements;

− Maintain accurate financial and statistical records

− Analyze financial data and prepare reports, forecasts, and recommendations;

− Verify, balance, and adjust budgets and accounts;

− Identify, investigate, and resolve financial errors and discrepancies;

− Assemble, organize, and prepare data for records and reports;

− Interpret, apply, and explain rules, regulations, policies, and procedures;

− Audit operations of a school district and conduct financial analyses;

− Provide staff with budget explanations, guidelines, and training;

− Organize and prioritize work in order to meet rigid schedules and timelines;

− Communicate effectively both orally and in writing;

− Demonstrate skill on a variety of computer applications;

− Work independently with little direction;

− Maintain cooperative and courteous working relationships.

EDUCATION, EXPERIENCE AND REQUIREMENTS:

− High School Diploma or equivalent;

− Three (3) years of increasingly responsible experience in keeping or reviewing financial or statistical records; or two (2) years of experience as account technician or comparable role preferably including experience in a school district;

− TB test clearance;

− Criminal Justice Fingerprint clearance.

PHYSICAL CHARACTERISTICS:

− Sufficient vision to read printed material;

− Sufficient hearing to conduct in-person and telephone conversations; Understandable voice with sufficient volume and clarity to be heard in normal conversations;

− Sufficient dexterity to write, use telephone and office equipment;

− Ability to sit for extended periods of time;
− Physical, mental and emotional stamina to endure long hours under sometimes stressful conditions.
Board approved: 5/19/2021