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Finance Analyst
2 months ago
Position Type:
Support Staff (Non-Classroom)/Finance Analyst
Date Posted:
6/10/2024
Location:
Finance
Date Available:
07/01/2024
Closing Date:
08/12/2024 JOB DESCRIPTION BOTTOM RIGHT OF SCREEN
Months Contracted:
12 Month Long (Exempt)
Job Grade:
Supervisors / Professional Business Managers
Annual Rate:
$52,318.00 and up depending on experience
Hours Per Day:
8
Application Procedure:
Apply online
Fingerprint Clearance Card:
Must have a Level One IVP Fingerprint Clearance Card prior to processing. Please Click Here.
Finance Analyst
JOB DESCRIPTION
Gilbert Unified School District
Purpose Statement:
The Finance Analyst is responsible for providing technical expertise and support in the areas of financial reporting, accounting, adhoc financial analyses; conveying information regarding school functions and procedures; completing and updating assigned programs and/or projects; and ensuring compliance with GAAP, GASB, state and federal rules/regulations, and the District's policies and procedures.
Essential Functions
Provides support and advice to Director of Finance and Associate Superintendent of Business and Operations regarding Finance, Nutrition Services, Operations and Transportation spending.
Completes a variety of financial analyses in support of the new year budget development and supports the creation of monthly and quarterly financial reports for presentation to the Governing Board.
Provides leadership, in collaboration with the Director of Finance and Associate Superintendent, of the annual financial reporting process, including the creation, management and analysis of the annual financial report, revenue tracking and reporting and cash balances for the purposes of tax calculations, and required reports as determined by the Director of Finance and Associate Superintendent.
Provides support to Director of Finance for any special audits.
Assists outside auditors for the purpose of providing requested supporting documentation needed to complete audit.
Research discrepancies of financial information and/or documentation for the purpose of ensuring accuracy and adhering to procedures.
Keeps up to date on various compliance-related legal requirements in fields of oversight to help monitor and assess District status in those fields.
Supervises and evaluates members of the accounts payable staff.
Reviews operations or programs within areas of responsibility to ascertain whether results are consistent with established objectives and goals.
Provides training to district employees in areas of accounting and financial processes, as needed.
Collaborates with other staff members for the purpose of preparing manuals for use by district personnel in performing job functions.
Assists with the annual levy tax calculation.
Provides support in the areas of adjusting journal entries to the accounting staff.
Prepares the Cash Flow Analysis reports in support of the Tax Anticipation Notes and the Request for Advance of State Aid.
Attends meetings as assigned for the purpose of conveying and/or gathering information required to perform functions.
Audits a variety of activities and/or procedures (e.g. student clubs, district procedures, department budgets, etc.) for the purpose of ensuring compliance with federal, state, and district rules and policies.
Research inquiries from a variety of sources (e.g. staff, state auditors, governing board, etc.) for the purpose of providing information and/or direction.
Provides support in responses to public records requests.
Reviews/evaluates internal controls of the district for the purpose of ensuring financial information is properly reported and the district's assets are properly safe guarded.
Ensures compliance and efficiency of processes in place for each respective area. Makes recommendations for changes to policies or procedures, as needed. Compliance shall be with state, federal and district policy.
Performs other duties as assigned.
Job Requirements: Minimum Qualifications
Skills, Knowledge and Abilities
SKILLS are required to perform multiple, non-technical tasks with a potential need to upgrade skills in order to meet changing job conditions. Specific skills required to satisfactorily perform the functions of the job include operating standard office equipment including pertinent software applications; performing standard bookkeeping/accounting procedures; and preparing and maintaining accurate records.
KNOWLEDGE is required to perform advanced math, including calculations using fractions, percentages, and/or ratios; read technical information, such as legislative and authoritative legal documents; compose a variety of documents, and/or facilitate group discussions; and solve practical problems. Specific knowledge required to satisfactorily perform the functions of the job includes awareness of school finance chart of accounts, the budgeting process, and regulations and laws pertinent to school finance related to the job functions; concepts of generally accepted accounting principles; and concepts of grammar and punctuation.
ABILITY is required to schedule activities, meetings, and/or events; routinely gather, collate, and/or classify data; and use job-related equipment. Flexibility is required to independently work with others in a wide variety of circumstances; and analyze data utilizing defined but different processes. Ability is also required to work with a significant diversity of individuals and/or groups; work with a data of varied types and/or purposes; and utilize specific job-related equipment. In working with others, independent problem solving is required to analyze issues and create action plans. Problem solving with data may require independent interpretation. Specific abilities required to satisfactorily perform the functions of the job include maintaining confidentiality, communicating with persons of varied backgrounds, and being attentive to detail.
Responsibility
Responsibilities include working under limited supervision following standardized routines; directing other persons within a department, providing information and/or advising others within oversight areas; and monitoring budget revenues/expenditures. Utilization of some resources from other work units is often required to perform the job's functions. There is a continual opportunity to have some impact on the Organization's services.
Working Environment:
The usual and customary methods of performing the job's functions require the following physical demands: occasional lifting, carrying, pushing, and/or pulling; some stooping, kneeling, crouching, and/or crawling; and significant fine finger dexterity. Generally the job requires 70% sitting, 15% walking, and 15% standing. This job is performed in a generally clean and healthy environment.
Experience
At least four years job related experience in Finance and Public Accounting using Generally Accepted Accounting Principles.
Education
Accounting or Finance Degree Required. Masters in Business and/or Finance or CPA preferred.
Required Testing
None Specified
Continuing Educ. / Training
None Specified
Certificates & Licenses
None Specified
Clearances
Criminal Justice Fingerprint/Background Clearance
FLSA Status
Exempt
Approval Date
November 3, 2022
Salary Grade
Grade 120 - 12 Month Long
Nondiscrimination Statement
Gilbert Unified School District does not discriminate on the basis of race, color, religion, national origin, sex, age, or disability in admission to its programs, services, or activities, in access to them, in treatment of individuals, or in any aspect of their operations. The lack of English language skills shall not be a barrier to admission or participation in the District's activities and programs. The Gilbert Unified School District also does not discriminate in its hiring or employment practices.
Declaracion de Non Discriminacion
El Distrito Escolar Unificado de Gilbert no discrimina por motivos de raza, color, religión, origen nacional, sexo, edad o discapacidad en la admisión a sus programas, servicios o actividades, en el acceso a ellos, en el trato de las personas o en cualquier aspecto de sus operaciones. La falta de habilidad del idioma inglés no será una barrera para la admisión o participación en actividades y programas del Distrito. El Distrito Escolar Unificado de Gilbert tampoco discrimina en sus prácticas de contratación o empleo.
Attachment(s):
Finance Analyst.pdf
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