Financial Planning Analyst

2 weeks ago

Federal Way, Washington, United States Federal Way Public Schools Full time

Position Type:
Professional/Technical/Business Services

Location:
Educational Service Center

Hours per Day:
8 hours; Compensation based on experience

Days of the Week:
Monday to Friday

Shift Times:
8 a.m. - 4:30 p.m.

Days per Year:
260

POSITION SUMMARY:
This role encompasses a diverse range of financial management responsibilities, focusing on the budgeting processes for the District's General Fund. Key duties include aiding in the organization, formulation, and preparation of the District's annual financial plan, along with necessary documentation and reports.

Acting as a resource for staff and administration, this position involves analyzing and interpreting financial data while monitoring revenue and expenditure trends against approved budgets.


Additionally, this role serves as the primary contact for all accounting activities related to state and federal grants, ensuring that expenditures comply with relevant guidelines.

Responsibilities include assisting with the preparation of grant application budgets, establishing grant budgets in accordance with awarded amounts, reviewing budgets for compatibility with revisions, and submitting necessary billings.

ESSENTIAL DUTIES AND RESPONSIBILITIES: This list is intended to be representative, not exhaustive. Some individuals may not perform all duties listed, while related tasks may also be assigned.

Conduct research and provide insights related to budgeting and financial management practices; resolve issues and conflicts, and recommend corrective actions.

Collaborate with state agencies, other school districts, and local educational service districts on fiscal and grant matters to ensure compliance with all applicable regulations.

Work closely with Human Resources to verify staffing assignments for accurate account distribution, ensuring maximum revenue generation and minimizing audit risks.

Monitor and interpret financial data, making necessary corrections. Identify potential issues regarding fiscal integrity, audit risks, or legal compliance and inform management accordingly.
Perform analyses on categorical programs for state-required maintenance of effort levels and revenue recovery.

Assist in the organization, development, and preparation of the District's General Fund annual budget, including required documents and related reports.

Engage in special budget or accounting projects that require detailed financial analysis.

Serve as a resource for budget managers and office personnel regarding fiscal matters; communicate guidelines and requirements effectively.

Participate in monthly school business group meetings; provide training to staff on budgetary matters, chart of accounts, and financial report generation.

Execute budget transfers as necessary. Assist in maintaining the chart of accounts and assigning new account codes per state and local policies.
Coordinate accounting activities for federal, state, and other district grants.
Analyze each grant for the preparation of monthly billings to grantor agencies.

Identify and rectify various errors, including coding mistakes; perform necessary expense and budget transfers.

Support program managers in developing grant-related budgets and revisions, ensuring compliance with federal, state, and local fiscal requirements.

Act as the global administrator for the OSPI I-Grants System; oversee grant processing; submit final applications for review and approval; train and support system users.

Verify time and attendance records for accurate reporting of grant expenditures in accordance with federal guidelines.

Prepare necessary schedules for financial assistance or grant inventory for year-end audits; reconcile grant revenues with closing financial reports; provide assistance and information to auditors.

Prepare year-end accruals and reconcile expenditures and revenues for grants.
Assist management in forecasting current and future grant revenues.
Prepare reports for external granting agencies in line with grant application parameters and compliance requirements.
Prepare the Title I comparability report to ensure equitable distribution of state and local funds to schools.

OTHER RESPONSIBILITIES: Maintain up-to-date knowledge of rules, regulations, legislation, negotiated agreements, technology, policies, and procedures governing federal and state grants, as well as financial, accounting, and budgeting matters.

Acquire new skills as necessary; attend relevant meetings and training sessions; consult with regulatory agencies as needed.

Serve as a resource for all District staff, committees, and external customers regarding financial, accounting, and budgeting issues.

Participate as a member of the Business Services team; perform related duties consistent with the role.


MINIMUM QUALIFICATIONS:
Bachelor's degree in Business Administration with a focus on accounting or a related analytical field
Two years of progressively responsible experience in budgeting, accounting, or grants management within a large and complex organization

OR any combination of experience and training that provides the applicant with the necessary knowledge, skills, and abilities to perform the work.

(Related education and experience may be substituted for the educational requirement on a year-for-year basis.)

PREFERRED QUALIFICATIONS:
Familiarity with BusinessPlus software for efficient data access
Certification as a School Business Specialist (CSBS)

CONDITION OF EMPLOYMENT:
Criminal background clearance

KNOWLEDGE OF:
Basic computer skills, including phone, copier, fax, and email
School finance and general accounting practices
Budgeting and cost projection
Federal and state grant accounting regulations

SKILL IN:
Effective customer service and public relations
Proficient computer operation and adaptability to various software applications (e.g., Microsoft Excel, PowerPoint, Word, and Access)
Ensuring quality, timeliness, and confidentiality of information
Problem-solving abilities
Accurate 10-key operation
Identifying errors and verifying data

ABILITY TO:
Learn and interpret laws and regulations governing school finance, federal and state grants, and other categorical programs.
Prioritize, organize, implement, and monitor timelines to meet project deadlines
Extract, interpret, analyze, and compile data from District records for effective reporting
Detect and correct accounting errors
Provide training and guidance to District staff
Communicate effectively through verbal, written, and graphical presentations and documentation
Work independently with minimal supervision
Establish and maintain positive working relationships with internal staff and external support agencies
Demonstrate success in a team environment
Adapt and work effectively under pressure
Evaluate processes for efficiency and effectiveness, presenting recommendations as necessary
Ensure quality, timeliness, and confidentiality of information
Follow written and oral instructions
Maintain excellent customer service skills
Establish and maintain cooperative and effective working relationships with a diverse community of the public, staff, students, co-workers, and supervisors
Perform essential duties and responsibilities with or without reasonable accommodations

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES RELATED TO CULTURAL COMPETENCE AND EQUITY:

Awareness of one's own cultural identity and its influence on behavior, along with a desire to learn about the cultural identities of others.

Ability to foster an environment that promotes cultural competence and equitable treatment of staff, students, and community members.

Commitment to the Federal Way Public Schools' mission of "Each Scholar: A Voice. A Dream. A Bright Future." Ability to recognize the uniqueness of each individual while celebrating their cultural heritage.


PHYSICAL DEMANDS:

The physical demands described here 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 will frequently stand and walk, bend, use hands for repetitive tasks, and push/pull.

The employee is often required to squat, kneel, and perform fine manipulation tasks. Occasionally, the employee may need to sit, climb stairs, lift and reach overhead, crawl, and carry items. The employee must consistently lift/carry up to 5 pounds and frequently lift/carry up to 10 pounds. Occasionally, the employee may lift/carry a maximum of 20 lbs. The employee may be required to push/pull a maximum weight of 100 pounds. This position requires visual concentration on detail, dexterity, and precision.

This position also requires sitting for extended periods, walking, standing, carrying, filing, hearing, speaking, writing, keyboarding, and prolonged reading from a computer monitor.


WORKING CONDITIONS:

The work environment characteristics described here are representative of those an employee encounters while performing 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 regularly works indoors and near video displays.

The noise level in the work environment is typically moderate.

The position frequently deals with interruptions, deadlines, and occasionally interacts with upset employees and community members.


WORK SCHEDULE:
Work schedule typically is Monday through Friday, day shift or as otherwise determined by the District.

REPORTING RELATIONSHIPS:
This position reports to and is evaluated by the Director of Budgets and Grants.

REPRESENTATION:
Professional-Technical Employees Association

LEVEL OF COMPENSATION:
Level E.2 on the Professional-Technical Employees Association salary schedule

Disclaimer
The preceding list is not exhaustive and may be supplemented as necessary.

The statements contained herein reflect general details necessary to describe the principal functions of this job, the scope of responsibility, and the level of knowledge and skills typically required, but should not be considered an all-inclusive listing of work requirements, skills, or duties so classified.

All personnel may be required to perform duties outside their normal responsibilities from time to time as needed.

All employment open positions are made available on a nondiscriminatory basis without regard to race, color, creed, religion, sexual orientation, national origin, gender, age, disability, or veteran status.

Job descriptions are written as a representative list of the ADA essential duties performed by the entire classification. They cannot include, and are not intended to include, every possible activity and task performed by every specific employee.

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