POSITION SUMMARY:
Participates in the analysis of complex Accounting, Payroll, and Budget data. An employee in this class performs administrative and technical work in collection, tabulation, summary and analysis of budgetary statistical, accounting and divisional program data. The Business Analyst also performs responsible administrative tasks in support of the Internal Audit function. Work is performed under the direction of the Board of Education, although day-to-day tasks are performed in collaboration with Internal Audit. Independence of action and sound judgment are frequently exercised within the limits of a wide range of established policies and procedures. Instructions are normally received in the form of a general outline to be accomplished, leaving the determination of details to the incumbent. Ability to exercise discretion in the treatment of confidential information is essential.
DUTIES and RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Participate with Internal Audit for the Board in gathering data, analyzing information, and providing related services directed toward the compilation and evaluation of financial information for Board Members;
Interact with Board members and Senior Management including the Superintendent, COO and CFO on all matters pertinent to Board financial monitoring or reporting;
Consolidate, analyze and summarize fiscal data to structure detailed financial reports (budgets, expenditures, encumbrances, obligations, etc.);
Provide creative alternatives and recommendations to reduce costs and improve financial performance;
Track and determine Board's and Internal Audit's financial status by analyzing actual results in comparison with forecasts;
Identify spending trends, advise and recommend actions to the Board based on sound analysis;
Reconcile transactions by comparing and correcting data on a periodic basis;
Gain and update job knowledge to remain informed on best practices related to financial analysis monitoring and reporting;
Provide input for process improvement and policy development initiatives that impact the functionality of Board spending practices;
Serve as liaison between key PGCPS business units, technology teams and support teams as needed;
Work independently with users to define concepts, research inquiries/concerns, perform ad hoc budget performance reviews and other requested financial analyses under the direction of Internal Audit Director;
Successfully engage in multiple initiatives simultaneously;
Assist Internal Auditors on special projects or assigned tasks;
Perform responsible administrative tasks in support of the Internal Audit function;
Review correspondence, reports and related documentation as prepared for the Director's signature to assure conformance with administrative instructions and requirements;
Maintain and organize office files; process incoming mail and other materials; manage and control inventory of office supplies;
Monitor and prepare office payroll for processing;
Receive phone calls; provide requested information; arrange appointments or initiate other appropriate actions as necessary; and
Perform all other duties as assigned by the Board or the Internal Audit Director.
QUALIFICATIONS:The requirements listed below are representative of the knowledge, skill, and/or ability required.
Working knowledge of the policies and procedures of the school system;
Demonstrated expertise with Microsoft Office Suite for data analysis-(MS Word, Excel, Power Point, etc.);
Experience with the research and statistical analysis, methods, and procedures applicable to government budgeting and accounting;
Ability to analyze, interpret and report research relative to applicable policies and procedures;
Ability to exercise judgment and discretion in performance of duties;
Ability to establish and maintain effective working relationships with school officials, employees and the general public;
Ability to maintain confidentiality;
Experience with project management desirable;
Thorough knowledge of accounting theory principles and applications required for a variety of accounting transactions and problems (i.e. analyze complex accounting and budget data);
Experience in Oracle financial is highly preferred; and
Excellent oral and written communication skills.
EDUCATION and/or EXPERIENCE REQUIREMENTS:
Bachelor's degree in Accounting, Finance, Business Administration or a related field of concentration required; minimum of four (4) years progressively responsible professional experience as an accountant, budget or financial analyst or auditor.
CERTIFICATION REQUIREMENTS:
None Required.
SUPERVISORY RESPONSIBILITIES:
No direct supervisory responsibilities.
PHYSICAL DEMANDS:
The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to stand, talk, hear, walk, sit, and use fingers, tools or controls. The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl. Specific vision abilities required by this job include close vision such as to read handwritten or typed material, the ability to adjust focus, and depth perception. While performing the duties of this job, the employee may occasionally push or lift up to 25 lbs.
WORKING ENVIRONMENT:
The work environment characteristics are representative of those an employee encounters while performing the essential functions of the job.
ADDITIONAL INFORMATION:
Not a member of a bargaining unit.