Fiscal Analyst

We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We have compensation: $70,000-$77,000 => Pay section. Benefits: described in "What We Offer". Schedule: not explicitly given; there is remote within Indiana, travel required, but no schedule like full-time, part-time. Not given, so omit Schedule. About the role: we have "About This Opportunity" paragraph. Responsibilities: many duties listed. Requirements: Minimum Qualifications. Qualifications: Additional Preferred Qualifications? Could be Qualifications section includes both minimum and preferred? The instruction: use headings for sections like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have Minimum Qualifications (requirements) and Additional Preferred Qualifications (maybe Qualifications). Skills: we have proficient in Excel, etc. Could combine. But we need to avoid filler. Provide substantive content. We must not repeat job title as heading. No Job ID. Remove boilerplate like application instructions, contact, deadline, etc. Also remove "How To Apply" etc. Also remove EEO etc. Not present. We need to preserve all substantive information: compensation, description, duties, responsibilities, minimum qualifications, preferred qualifications, skills (Excel, driver's license), benefits. We need to format as HTML fragment: use

for each section heading, then content:

for prose,

• for lists. We need to decide which sections to include: - About the role: from "About This Opportunity" paragraph(s). Could combine first paragraph after title. - Responsibilities: the list of duties (the long list). Could be many items; we can make a
  with each duty as
  • . Ensure we don't duplicate. - Requirements: Minimum Qualifications bullet points? It's a paragraph with multiple sentences; we can make
    items for each requirement: Bachelor's degree..., at least three years..., highly organized..., effective oral..., knowledge..., proficient in Excel..., possess driver's license... - Qualifications: Additional Preferred Qualifications (master's degree, experience, etc.) Could be
    . - Skills: maybe we can extract skills: Proficient in Microsoft Excel, strong problem solving, public relations, communication, knowledge of public school finance, driver's license. But some already in Requirements. Could still have a Skills section summarizing: Proficient in Excel, strong analytical, communication, etc. However we must not invent or summarize away detail; we can list the skills explicitly mentioned: "Highly organized; strong problem solving and public relations skills. Effective oral and written communication skills; knowledge of public school finance. Proficient in Microsoft Excel and the use of spreadsheets for financial analysis, budgeting, and financial reporting." That's skills. - Benefits: from "What We Offer" paragraph: paid 24 vacation days, 12 sick days, 10 holidays, paid parental leave 6 weeks, affordable health and dental insurance, long-term disability and life insurance, retirement benefits, tuition coverage (90% child's undergraduate, 100% employee undergrad, 80% grad), total compensation calculator. We'll list as
    . - Pay: compensation range $70,000-$77,000 =>

    $70,000-$77,000 per year

    maybe. - Schedule: not present, omit. We must not include filler like "commensurate with experience". Not present. We must not include application instructions, contact, deadline, etc. We must not repeat job title. Now produce HTML. Structure:

    About the role

    ... (the About This Opportunity paragraph)

    Responsibilities

    • ... each duty
    ...
    We need to extract duties from the long "Position Function What you'll do and what you'll bring:" and "Duties / Responsibilities". There's a lot of repetition. We need to preserve all substantive information but avoid duplication. We'll combine unique duties. Let's list duties from the text: From "Position Function What you'll do and what you'll bring:" (first bullet list): - Monitor the finances of BSU’s charter schools by analyzing all of the monthly, quarterly and annual financial statements submitted by all university authorized charter schools; - analyzing the annual independent audit reports and supplement audit reports for all charter schools; - evaluating those audit reports and the financial performance framework dashboards to determine whether the charter schools are meeting the financial performance indicators in our financial performance frameworks; - assessing enrollment numbers to determine whether charter schools are maintaining the appropriate enrollment to remain financial stable; - monitor the ratio of “soft funds” upon which the charter schools are relying in order to meet their expenditures; - ensuring that schools are filing the appropriate annual tax returns in order to maintain tax exempt status. Then "Duties / Responsibilities" repeats some but also adds: - Monitor the finances of BSU’s charter schools including analyzing all of the monthly, quarterly and annual financial statements submitted by all university authorized charter schools; assessing enrollment numbers to determine whether charter schools are maintaining the appropriate enrollment to remain financial stable; and monitoring the ratio of “soft funds” upon which the charter schools are relying in order to meeting their expenditures. - Under the leadership and direction of the Executive Director of the OCS, attend assigned schools by visiting them regularly, developing relationships with faculty and staff, and being responsive to requests within the appropriate parameters of the charter school authorizer agreement. - Attend budget board meetings (including all board meetings of assigned schools) to analyze financial planning performance against the OCS Financial Performance Framework and recommend interventions and oversight to the Executive Director of OCS. - Serve as primary financial liaison for auditors, School Board Members, CEOs and CFOs within BSU sponsored Charter Schools to ensure understanding of their financial position. - Ensures compliance with university financial performance frameworks. - Provides direction and oversight for reporting on financial performance frameworks and reporting. - Provide continual analyses of Ball State authorized charter schools’ fiscal stability. - Reviews budgets, enrollment numbers, financial statements, and other supporting documents provided by charter schools to determine the fiscal stability throughout the contract term. - This data is used for renewal decisions as well as for annual fiscal monitoring for each charter school and may be used in conjunction with amendment decisions, i.e., if a school wishes to expand or borrow money to build a new facility. - Develop, implement and maintain a fiscal dashboard to monitor and analyze the financial stability of Ball State authorized charter schools pursuant to the financial performance indicators in the Financial Performance Framework the terms of their charter agreements. - Works with auditors, School Board Members, CEOs and CFOs within BSU sponsored Charter Schools to ensure understanding of the financial performance framework and dashboard and providing training associated therewith to Ball State authorized charter schools’ administrators and budget directors. - Collect and present qualitative and quantitative data related to the financial framework for annual performance reviews with each school's Board, as well as reviews specific to schools under renewal. - Participate in audit close-out meetings and conduct audit follow-up, including review of audit findings issued by the SBOA or independent auditor(s), and monitor resolution plans. - Develop, refine, and disseminate budget templates to Board Members, CEOs and CFOs within BSU sponsored Charter Schools to obtain monthly, quarterly and annual financial data to assess and analyze the financial stability of the charter schools, verify accuracy of data provided for use in the OCS Annual Report and submission of various IDOE reports. - Evaluate applications for new charter schools, including review of proposed budget and financial planning, school goals and objectives, and analyze the school/community need in the proposed location; make recommendation for approval or denial of applications. - Provide recommendations to Executive Director and OCS staff related to renewals, the intervention process, revocation, and contract amendments. - Prepare and update the Ball State University Office of Charter School budget and budget forecast. - Review, analyze, and update OCS financial reporting requirements for Ball State’s charter schools as required by State statute and IDOE reporting requirements to ensure the required financial data is being obtained to determine the financial stability of Ball State authorized charter schools. - Maintain up-to-date knowledge of Indiana school finance policy, including ADM counts, complexity index, grant funding streams (e.g., CSP, Federal funding), and fiscal implications of legislation. - Collaborate with OCS staff on the production of OCS statutorily required annual Charter School Accountability Report by to providing all revenue generated and expenditures incurred by OCS annually. - Produce and decimate a diagnostic report assessing fiscal indicators and audit findings for each school on an annual basis. - Attend budget board meetings (including all board meetings of assigned schools) to analyze financial planning performance against the OCS Financial Performance Framework and recommend interventions and oversight to the Executive Director of OCS. (duplicate) - Perform other related duties as assigned. We need to deduplicate. Let's create a list of unique duties: 1. Monitor the finances of BSU’s charter schools by analyzing monthly, quarterly, and annual financial statements submitted by all university authorized charter schools. 2. Analyze annual independent audit reports and supplement audit reports for all charter schools. 3. Evaluate audit reports and financial performance framework dashboards to determine whether charter schools meet financial performance indicators. 4. Assess enrollment numbers to determine whether charter schools maintain appropriate enrollment to remain financially stable. 5. Monitor the ratio of “soft funds” upon which charter schools rely to meet expenditures. 6. Ensure schools file appropriate annual tax returns to maintain tax-exempt status. 7. Attend assigned schools regularly, visiting them, developing relationships with faculty and staff, and being responsive to requests within charter school authorizer agreement parameters. 8. Attend budget board meetings (including all board meetings of assigned schools) to analyze financial planning performance against the OCS Financial Performance Framework and recommend interventions and oversight to the Executive Director of OCS. 9. Serve as primary financial liaison for auditors, School Board Members, CEOs, and CFOs within BSU-sponsored charter schools to ensure understanding of their financial position. 10. Ensure compliance with university financial performance frameworks. 11. Provide direction and oversight for reporting on financial performance frameworks. 12. Provide continual analyses of Ball State authorized charter schools’ fiscal stability. 13. Review budgets, enrollment numbers, financial statements, and other supporting documents provided by charter schools to determine fiscal stability throughout the contract term. 14. Use data for renewal decisions, annual fiscal monitoring, and amendment decisions (e.g., expansion or borrowing for new facility). 15. Develop, implement, and maintain a fiscal dashboard to monitor and analyze financial stability per financial performance indicators. 16. Work with auditors, School Board Members, CEOs, and CFOs to ensure understanding of the financial performance framework and dashboard; provide training to administrators and budget directors. 17. Collect and present qualitative and quantitative data related to the financial framework for annual performance reviews with each school's Board and for schools under renewal. 18. Participate in audit close-out meetings and conduct audit follow-up, including review of audit findings issued by SBOA or independent auditor(s), and monitor resolution plans. 19. Develop, refine, and disseminate budget templates to Board Members, CEOs, and CFOs to obtain monthly, quarterly, and annual financial data; verify accuracy for OCS Annual Report and IDOE reports. 20. Evaluate applications for new charter schools, including review of proposed budget and financial planning, school goals and objectives, and analyze school/community need; make recommendation for approval or denial. 21. Provide recommendations to Executive Director and OCS staff related to renewals, intervention process, revocation, and contract amendments. 22. Prepare and update the Ball State University Office of Charter School budget and budget forecast. 23. Review, analyze, and update OCS financial reporting requirements for Ball State’s charter schools as required by State statute and IDOE reporting requirements. 24. Maintain up-to-date knowledge of Indiana school finance policy, including ADM counts, complexity index, grant funding streams (e.g., CSP, Federal funding), and fiscal implications of legislation. 25. Collaborate with OCS staff on production of OCS statutorily required annual Charter School Accountability Report, providing all revenue generated and expenditures incurred