ISD Financial Analyst

Financial Duties

• Establishes and maintains financial databases, spreadsheets, and daily balances for all categorical fund expenditures, staff development/travel reimbursements, payroll by budget code, school, program area, and description of items ordered for departmental planning, management purposes, and federal audit requirements.
• Develops financial plans and reports using a variety of mathematical skills; summarizes fiscal and budgetary information; prepares charts, graphs, and reports required for annual application for State and Federal categorical funds.
• Reconciles monthly reports from Finance for multiple categorical budget codes to verify the accuracy of transactions and takes appropriate steps to make corrections as needed to ensure that Federal and State funds are utilized to total capacity while within annual allotments.
• Affords assistance in monitoring departmental or program budgets, gathers pertinent data, analyzes requests, and processes technical information. This includes analyzing trends and evaluating expenditures to make recommendations.
• Assists leaders by preparing budget transfer requests to ensure sufficient funds for expenditures are in the appropriate budget line. Submits budget transfer requests to Finance.
• Sums up data from various budget codes into comprehensive reports with limited instructions as required for auditing purposes of categorical funds and continued funding. Develops automated reporting and forecasting tools.
• Works closely with the budget/finance division team to ensure accurate financial reporting and manage data spreadsheets for all expenditures, including preparing documents for review.
• Guides process through CHCCS policies and procedures for equitable fiscal stewardship.
• Audits for budget code errors, contacting appropriate staff in Finance for corrections as needed to reconcile existing transactions through cross-referencing payroll and purchases.
• Maintains a robust financial analysis.

Administrative Duties

• Maintains positive customer relations. Acts as a point of contact for telephone calls and visitors; makes appointments; facilitates problem-solving; gives detailed information regarding department activities and programs.
• Prepares necessary paperwork to support professional learning conferences and events.
• Contacts and works with vendors to obtain price quotes on the status of outstanding orders and resolves any issues or concerns regarding an order, service, or product.
• Maintains records of numerous transactions according to individual fund accounts; receives copies of invoices, financial statements and/or related fiscal records. Confirms all items received as ordered and prepares documentation of incoming orders for distribution to offices and school sites.
• Submit signed approval documentation and invoices to accounts payable for processing payment.
• Maintains and updates the inventory system detailing all equipment owned by departments.
• Identify and drive process improvements, including creating standard reports and tools.