BUSINESS ANALYST - CONFIDENTIAL (Substitute; On-Call/As Needed)

Basic Function

Under the direction of an assigned supervisor, perform a variety of specialized financial accounting duties to assist in the preparation, analysis and maintenance of designated budgets; evaluate and project annual income and expenditures to determine budget requirements; perform and maintain finance activities including forecasting, planning, budget development and financial State and federal reporting; operate, manage and audit the District’s position control system; provide financial data to inform administration in collective bargaining; maintain confidentiality of sensitive and privileged information used in the collective bargaining process.

Essential Functions

ESSENTIAL DUTIES:
Perform a variety of specialized financial accounting duties to assist in the preparation, analysis and maintenance of designated programs, grants, department and special budgets, or local parcel tax measures; ensure fiscal compliance with established budgetary guidelines, rules, regulations, policies and procedures

Monitor financial activity of assigned accounts to ensure accuracy and proper expenditures in accordance with established guidelines; initiate activity to address financial and accounting issues and advise management of issues; monitor expenditures and revenue to ensure accuracy and compliance; post expenditures to appropriate account and adjust accounts as appropriate; compare expenditures with financial records to verify and ensure accuracy

Input a variety of budgetary and other financial data into an assigned computer system; maintain various automated records and files; initiate queries, manipulate data, develop spreadsheets and generate a variety of computerized reports and statements; ensure accuracy of input and output data

Maintain, audit and reconcile assigned budgets; assemble, match, sort, tabulate, check and post a variety of financial and statistical data including income and expenditures; review, adjust and ensure accuracy of journal entries; balance and adjust accounts

Research, compile, prepare and revise financial data related to assigned budgets, accounts and activities; prepare and maintain a variety of auditable financial records, reports and files related to budgets, accounts, income, expenditures and assigned activities

Evaluate and project annual income and expenditures to determine budget requirements; project revenue and fund balances for new fiscal year; allocate revenue to resources according to established guidelines; analyze budgetary data and provide administrators with recommendations concerning budget development, projections and administration

Serve as a technical resource to personnel, outside agencies and others concerning assigned budgets; respond to inquiries and provide technical information concerning related accounts, funds, transactions, records, standards, laws, regulations, policies and procedures

Responsible for the technical and daily management and operation of the district’s position control system as it operates in conjunction with the personnel, budget and payroll systems; collaborate with Human Resources personnel to assure accuracy of employee assignments and position set up; audit, correct and adjust position set up in accordance with established rules and agreements

Develop reports to extract data from the position control system to ensure accuracy of data input and maintenance; maintain accuracy of position set up in regards to authorized changes in position titles, hours/FTE, salary schedules and ranges, account codes, work calendar, work location, and other authorized and related details; troubleshoot issues within the position control system and perform testing of scenarios to recommend possible changes in the system; work with software representatives to implement updates and modifications or to resolve technical issues

Maintain position control system master tables, salary schedules, and work calendars, as well as the position control database for Board-authorized positions, including full- time equivalencies, salary ranges, and budget account numbers

Compile various reports for submission to District management, the Board of Education, and County, State and federal agencies; compile, research and evaluate a variety fiscal information related to assigned fiscal functions; assemble and distribute related materials

Analyze purchase orders to assure compliance with Governmental Accounting Standards; provide coding for purchase orders

Work with Principals, program managers and budget managers to resolve budget questions, requisition and time sheet issues; monitor and follow-up on resolutions

Assist the administrator by identifying financial issues associated with parcel tax program or assigned budgets; provide financial information to review, manage and monitor resources and report to District management and public oversight committees as appropriate

Produce and compile analyses and reports for the purpose of negotiations; provide financial data to inform administration in collective bargaining; maintain confidentiality of sensitive and privileged information used in the collective bargaining process

Prepare and set up budget transfers and journal entries based on planned budgets and in accordance with establish fiscal guidelines

Operate a variety of office equipment including a calculator, copier, fax machine, 10-key, computer and assigned software; operate a money calculating machine as assigned
Attend meetings as assigned by the position
OTHER DUTIES:
Perform related duties as assigned

KNOWLEDGE AND ABILITIES:

KNOWLEDGE OF:
General accounting, budget and business functions of an educational organization
Preparation, review and control of assigned budgets and accounts
Preparation of financial statements and comprehensive budget reports
General theory and application of budgetary planning and control in a school system
Financial and statistical record-keeping techniques
Methods, procedures and terminology used in technical accounting work
Applicable laws, codes, regulations, policies and procedures
Financial analysis and projection techniques
Data control procedures and data entry operations
Oral and written communication skills
Interpersonal skills using tact, patience and courtesy
Modern office practices, procedures and equipment
Operation of a computer and assigned software Arithmetic computations
Position Control, Payroll, and Budget systems

ABILITY TO:
Perform a variety of specialized financial accounting duties to assist in the preparation, analysis and maintenance of designated 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
Review, process, evaluate and verify a variety of budgetary and financial information
Identify, investigate and resolve financial errors and discrepancies
Assemble, organize and prepare data for records and reports
Reconcile, balance and audit assigned budgets and accounts
Interpret, apply and explain rules, regulations, policies and procedures
Compare numbers and detect errors efficiently
Communicate effectively both orally and in writing
Establish and maintain cooperative and effective working relationships with others
Work independently with little direction Meet schedules and time lines
Operate a computer and assigned software

Education & Experience Requirements

EDUCATION AND EXPERIENCE:
Any combination equivalent to: bachelor’s degree in accounting, finance and/or related field and two years of professional accounting, budgetary and analysis experience

California public schools business and/or accounting experience desirable.

WORKING CONDITIONS:

ENVIRONMENT:
Office environment

PHYSICAL DEMANDS:
Dexterity of hands and fingers to operate a computer keyboard
Seeing to read a variety of materials
Hearing and speaking to exchange information
Sitting for extended periods of time

Selection Process

SELECTION PROCESS:
The examination process for this recruitment may be comprised of one or any combination of the following: screening of the applicant’s training, background, and experience; scored evaluation of responses on a supplemental application; written examination(s); qualifications appraisal oral examination; performance examination; or technical oral examination, scored on a job-related basis.

A background check will be conducted to all candidates that will be considered. There is a $74 fingerprint fee that the candidate is responsible for and a clearance of Tuberculosis is also required prior to beginning work.

This announcement will remain open until a sufficient pool of substitutes has been established.

Benefits

Interested applicant may view the benefits plans available to classified employees of the San Lorenzo Unified School District by clicking on the following link:

http://www.slzusd.org/cms/page_view?d=x&ppid=&vpid=1244185494118

Closing Date/Time: Continuous

15510 Usher St, San Lorenzo, California 94580 United States View Map