Financial Analyst - Office of Fiscal Services

FLSA:  
Exempt 

SALARY SCHEDULE:
Link to https://www.cherrycreekschools.org/Page/2906
Professional Technical Salary Schedule 

PAY GRADE:
Range 4 

BENEFITS:
Our employee benefits package includes medical insurance, dental insurance, vision insurance, health savings accounts, flexible spending accounts, life insurance, accidental death and dismemberment, long term disability, critical illness insurance, and accident insurance. Visit our website for full details. 

SUPERVISOR:
Director or designee. 

SUMMARY:  
Under the supervision of the Director, proactively perform financial planning and analysis projects related to improving outcomes for students by utilizing tools that demonstrate district resource expenditures and their impact on student achievement and district outcomes. This includes budget monitoring, monthly reporting of staffing levels, salary, FTE changes and actual to budget variance analysis. Actively participate in the development and preparation of the District budget, school and department budgets, and associated documents. Assist in the monitoring of the budget and evaluation of the District’s financial condition. Support schools and departments by providing guidance with budget issues and reporting from the Oracle system for budget and expenditure management. Maintain an understanding of the accounting system information, including the account code structure and how transactions flow through the General Ledger. Demonstrate professionalism in all work and communications. Must demonstrate ability to maintain confidentiality for issues pertaining to bargaining group negotiations, working with General Counsel, Superintendent, etc.. Ability to interact and collaborate effectively across the District, but in particular with internal finance partners such as Accounting, Procurement and Accounts Payable.

DUTIES AND RESPONSIBILITIES:
Duties and assignments may vary based on building assignment, academic year, and school needs. The following frequencies and percentages of time spent are approximations only.

• Assist in preparing district financial plans. Following procedures and utilizing tools for budget and forecast preparation analysis and associated presentation. [Annually, 25%]
• Assist with the development of reports designed for executive quality presentation for leadership, schools, instructional departments, and support services providing information on spending versus budget data with appropriate level of detail about dollar and FTE variances. [Annually, 15%]
• Organize facts and data used to develop the budget projections. Arrange and prepare information using excel templates. Establish, organize, and maintain files for budget and forecast development and documentation. Research as needed. This includes developing the annual Financial Plan and ISDB documents as requested by the Board of Education and associated public facing documents. [Annually, 15%]
• Maintain the District budget throughout the fiscal year by updating budget line items, transferring funds, and ensuring that changes in department contacts are maintained and communicated. [Annually, 15%]
• Prepare exception reports that summarize specific areas of emphasis and identifies problem areas for follow up, with appropriate level of analysis and recommendations. [Annually, 5%]
• Monitor position management activity, track changes, and ensure proper budget source is utilized and position management procedures are adhered to. [Annually, 5%]
• Review and monitor school and department budgets with special focus on building relationships across the District and collaboratively investigate budget variances while facilitating solutions. Maintain and utilize tools to help schools and departments track spending, and forecast estimated spending both in current and future years. [Annually, 5%]
• Actively participate in the development of procedure manuals and produce documents of a specialized nature for the department, including training documents. [Annually, 5%]
• Provide excellent customer service through a strategic financial relationship with site-level budget owners such as school principals, department directors and bookkeepers/office managers. [Annually, 5%]
• Perform other related duties and special analysis projects as assigned or requested. [Annually, 5%]

MINIMUM QUALIFICATIONS: 

• Bachelor’s degree or equivalent.
• Three (3) years of accounting, accounts payable, accounts receivable, or bookkeeping experience..
• Basic knowledge of building financial analyses and modeling.
• Strong written and oral communication skills.
• Demonstrated passion for education.
• Intermediate