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Lead Financial Analyst

2 months ago

South San Francisco, California, United States South San Francisco Unified Full time
About the Employer

Our Mission: In collaboration with our community, South San Francisco Unified School District (SSFUSD) is dedicated to delivering outstanding instruction, engaging experiences, and equitable access to opportunities and resources to support our diverse student population, ensuring that students are prepared to learn, thrive, and positively impact their community.

The SSFUSD community encompasses 15 schools serving 8,000 students in the surrounding areas.

Job Summary

Under the supervision of the Accounting/Budgeting Supervisor, the Senior Accountant will execute a broad range of professional accounting and internal auditing responsibilities across the District; ensure adherence to relevant laws, codes, and regulations, including the Governmental Accounting Standards Board (GASB) standards; maintain comprehensive financial records for federal, state, and local categorical programs; and prepare various financial statements, records, and reports.

Key Responsibilities:

ESSENTIAL FUNCTIONS:

- Conduct a variety of professional accounting and internal auditing tasks across the District, ensuring compliance with applicable laws and regulations.

- Manage categorical income, expenditures, and resource balances by resource, site, and program year; initiate and process expenditure transfer requests; adjust and modify journal entries as necessary.

- Assist in the planning and preparation of the District's annual budget related to categorical programs; analyze budget and accounting data for accuracy and appropriate documentation; perform research and make necessary adjustments to accounts.

- Prepare and submit a variety of financial reports; create materials for the Board of Education and assist in interpreting financial reports and accounting procedures as needed.

- Maintain an annual log of activities detailing the status of new and ongoing programs; provide management with accurate references regarding program deadlines, compliance reporting requirements, and reimbursement claims.

- Organize and maintain categorical program files, including permanent records of grants, entitlement notices, receipts, Board approvals, applications, financial reports, and compliance evaluations.

- Interpret and apply relevant rules, codes, and regulations concerning indirect costs, carryover provisions, and other compliance requirements.

- Communicate with various District departments and personnel to resolve accounting issues and clarify laws, rules, and regulations related to assigned activities; assist in preparing financial information for the State Annual Financial Report.

- Act as a liaison between the District and the provider of mandated cost claims services to ensure maximum reimbursements for state and federal mandated activities.

- Provide information and assistance to external auditors; respond to audit inquiries related to categorical programs and mandated costs.

- Operate a computer and relevant software systems; utilize standard office equipment effectively.

- Assist in developing accounting and budgeting procedures for departmental functions; recommend improvements to accounting or internal control procedures as appropriate.

- Train and guide staff as directed.

OTHER DUTIES:

- Assist in preparing financial information related to collective bargaining matters; maintain confidentiality of sensitive information.

- Perform related duties as assigned.

KNOWLEDGE AND SKILLS:

KNOWLEDGE OF:

- Accounting, budgeting, and auditing methods and terminology.

- Generally accepted accounting principles.

- Governmental Accounting Standards Board (GASB) principles and requirements.

- Preparation of financial statements and comprehensive accounting reports.

- Budgeting practices for monitoring and control.

- Financial and statistical research techniques.

- Applicable laws, codes, and regulations.

- Effective oral and written communication skills.

- Interpersonal skills, including tact and courtesy.

- Business mathematics.

ABILITY TO:

- Execute a wide range of professional accounting and internal auditing duties.

- Apply advanced bookkeeping and financial record-keeping practices.

- Conduct complex accounting, financial, and budgeting analyses.

- Prepare and maintain accurate financial and statistical records.

- Verify, reconcile, balance, and adjust assigned accounts.

- Communicate effectively both orally and in writing.

- Analyze situations accurately and adopt effective courses of action.

- Establish and maintain cooperative working relationships.

- Work independently with minimal supervision.

- Plan and organize work efficiently.

- Maintain confidentiality of sensitive information.

EDUCATION AND EXPERIENCE:

Any combination equivalent to: a bachelor's degree in accounting, finance, or public administration and three years of relevant experience in financial record-keeping, bookkeeping, or accounting.

WORKING CONDITIONS:

ENVIRONMENT:

Office environment.

PHYSICAL DEMANDS:

- Dexterity of hands and fingers for operating a computer keyboard.

- Hearing and speaking to exchange information in person or on the telephone.

- Sitting for extended periods.

- Visual acuity to read various materials.

Requirements / Qualifications

Any combination equivalent to: a bachelor's degree in accounting, finance, or public administration and five years of relevant experience in financial record-keeping, bookkeeping, or accounting.

All applicants must include a letter of introduction, resume, and three letters of recommendation, and complete the application in its entirety.