Assistant Director - Budget and Planning

About the role

The Assistant Director of Budget position implements and facilitates key initiatives for the district including preparation of the annual General Fund budget and related amendments, monthly financial statements and board documents, costs assessments for district initiatives, and long-term budget projections.

Responsibilities

• Supervise and build the annual budget, various amendments, and budget spread for financial reporting purposes
• Work with department heads and District leadership to assess the full financial impact of each of their district initiatives and areas of responsibility
• Validates the quality and accuracy of source data from District departments
• Track actual expenditures and provide budget to actual comparisons/reports for department leaders including senior management
• Completion of monthly financial budget reports for School Board and District Leadership review
• Interpret and explain physical drivers of absolute costs and variances to targets
• Interface with District leaders, managers, staff and community members to obtain feedback on the District's budget and alignment to priorities
• Lead internal teams and manage external vendors regarding budget software improvements and implementation
• Create continuous feedback system among users of Planning Analytics, the District's budget development software, to identify areas for improvement
• Assess, recommend and implement system improvements
• Develop training and user guides/tools as required
• Ensure that Planning Analytics aligns and integrates with PeopleSoft, the District's ERP system
• Develop and monitor revenue projections (local, State and Federal) for the District for the current and next three years
• Create issue-to-issue, quarter-over-quarter, budget performance, and year-over-year schedules to support analytical requirements and senior management reviews
• Explain key budget/cost assumptions, guidelines and parameters to forecast surplus/cash flow
• Develop processes/models to improve accuracy and robustness of budget forecasts
• Manage and update the District's longer-term 3-to-5-year budget projections to plan for and maintain a balanced budget
• Supervise and complete ad hoc financial analysis requests

Requirements

BS/BA degree in business, Masters preferred, Experience with school budgeting and fund accounting, Experience working with Microsoft Excel, Two to three years' experience in finance, consulting, or school budget preferred, Strategic thinker who can support alignment of initiatives to strategic plan.

Qualifications

• Exceptional communicator who can clearly communicate district priorities and requirements
• Flexibility to work with diverse, cross functional teams
• Ability to work independently and manage multiple assignments concurrently
• Delivering results within time constraints
• Demonstrate effective communication both verbally and in writing
• Experience with budgeting, forecasting/reporting process, conventions, and standards
• Knowledge in position control, position budgeting, or FTE/headcount management
• Strong analytical, critical-thinking and organizational skills
• Able to take care of customer needs while following company procedures

Skills

• Exceptional communicator who can clearly communicate district priorities and requirements
• Flexibility to work with diverse, cross functional teams
• Ability to work independently and manage multiple assignments concurrently
• Delivering results within time constraints
• Demonstrate effective communication both verbally and in writing
• Experience with budgeting, forecasting/reporting process, conventions, and standards
• Knowledge in position control, position budgeting, or FTE/headcount management
• Strong analytical, critical-thinking and organizational skills
• Able to take care of customer needs while following company procedures

Benefits

N/A

Pay

$81,929 - $111,190

Schedule

Not specified