Budget Advisor
About the role
This position advises school and central leaders on budget development and financial management policies and best practices. The role requires expertise in state funding formulas, grant requirements, and collective bargaining agreements.
Responsibilities
Advises department and school leaders in effective budget development and management that complies with state, federal, and district financial policies.
Establishes and maintains expertise in funding formulas, department and school operations, and district financial policies.
Identifies and understands challenges and makes recommendations to central and school leaders to promote quality problem solving and ensure fiscal compliance and accountability.
Provides recommendations to central and school leaders during budget development to align programs with funding opportunities.
Creates, develops, and maintains training materials to build skill and knowledge with school and central leaders.
Recommends reports and tools to assist central and school leaders with their understanding and management of their budgets.
Develops training materials and trains leaders and administrative staff, in both group and one-to-one settings, regarding budget development and financial management processes and tools.
Analyzes financial data, builds financial models, and interprets findings in order to make funding recommendations to finance leaders and Director of Budget Financial Management.
Analyzes and interprets data to ensure District complies with federal, state and local requirements.
Maintains expertise in all aspects of district operations in order to provide advice on the appropriate departments to contact to resolve financial issues, including Grants, Accounting, Accounts Payable, and Purchasing.
Prepares annual district documents, including budget instructions, school allocations and the recommended budget book.
Drafts School Leader Communicator documents to inform leaders of key dates and program changes.
Researches local economic data.
Maintains current knowledge of State and Federal laws and regulations to assess the fiscal impact of economic and policy change.
Conducts studies to facilitate revenue forecasting.
Documents processes and writes procedures.
Requirements
Five (5) years of professional financial experience in budget development, analysis, and support in a work setting comparable to the District's budgetary process.
Bachelor's degree in financial management, public or business administration or a closely related field.
Qualifications
Any equivalent combination of education, experience and training that provides the required knowledge, skills and abilities to perform the work will be considered.
Skills
Ability to apply principles and practices of budget management and development, preferably in a school district environment.
Ability to gather, interpret and present data reporting and analysis.
Advanced knowledge of Microsoft Excel, including pivot tables, charts, and complex formulas.
Ability to work independently and to plan, organize and prioritize work while handling multiple large tasks under the pressure of inflexible deadlines.
Strong customer service, problem solving, and interpersonal skills.
Excellent oral and written communication skills and ability to obtain, clarify and exchange information in a meaningful way.
Proficient with Categorical Programs (LAP, Title).
Ability to interpret and apply the terms of collective bargaining agreements.
Benefits
Click Eligibility for benefits is determined by the number of hours employees are anticipated to work during the school year (September 1 through August 31). Any employee who is scheduled to work 630 hours or more in a year is eligible for benefits.
Pay
Please find the salary schedule associated with this role and others like it
Schedule
Do you have five (5) years of professional financial experience in budget development, analysis, and support in a work setting comparable to the District's budgetary process?