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FINANCIAL ANALYST

Corvallis SD 509J (learn more)

Corvallis, OR (map)

Job Details

  • Job ID: 3118085
  • Application Deadline: Posted until Filled
  • Re-posted: June 16, 2019

Job Description

Financial Analyst
 
FTE: 1.0 FTE
Contract Status: Regular/Probationary
Start Date: 08/05/2019
Calendar: 260 Day Calendar 
Location: Business Services - District Office
FLSA Status: Exempt—Non-Represented
Pay Range: $65,009 - $71,725 (Please note, this is the 2018-19 salary schedule. This will be updated once approved for the 19-20 school year)
Notes: This position is a year-round position (260 Day Calendar)        
 
PURPOSE:    The Financial Analyst performs complex and in-depth financial, budgetary, statistical and other management analyses in support of the district’s activities, functions, programs and collective bargaining; reviews monthly financial statements for the district’s board of directors including a projection of annual revenue and expenditures; assists in the preparation of the district’s annual financial report; assists in the development, implementation and execution of the district’s budget; oversees cash management activities and investments; and manages the district’s procurement card program. The Financial Analyst works independently with minimal supervision from the Business Services Manager.
 
ESSENTIAL DUTIES AND RESPONSIBILITIES:
 
FINANCIAL REPORTING & FORECASTING
  • Manage state school fund reporting for the district, projecting all components of the funding formula in collaboration with other district staff and monitoring enrollment and revenue projections relative to district projections.
  • Review monthly financial statements for the school board including budgeted, year-to-date actuals and projected revenues and expenditures; explain significant variances between budgeted and projected revenues and expenditures.
  • Provide financial support to administration of district charter school contract.
  • Prepare short and long range financial projections utilizing economic forecasting models to assess the impacts of changing influences such as state funding, enrollment trends and other significant variables.
  • Perform complex analyses in relation to financial reporting and operational activities; use appropriate analytical techniques and statistical information-gathering processes to obtain required information. Logically summarize findings.
  • Regularly collect data for reporting and tracking purposes. Submit annual projections and financial reports for Oregon Department of Education (ODE) collection. Prepare other federal, state and other reports as assigned.
  • Maintain current knowledge of laws, rules, regulations and school board policies related to assigned financial disciplines; provide oversight and maintenance of the district’s chart of accounts per the ODE Program Budgeting and Accounting Manual (PBAM).
  • Process and record debt issuances and payments of principal and interest.
  • Assist with audit preparation by preparing journal entries, reconciliations and audit work papers; assist with compilation of the district’s Comprehensive Annual Financial Report.
  • Develop and manage costing models to support employee collective bargaining processes.
  • Conduct internal audits of district financial transactions, including, but not limited to student and co-curricular accounting, grant accounting, capital project accounting, food services, transportation and general operations.
 
 
BUDGET DEVELOPMENT & EXECUTION
  • Assists with the preparation, development, review, implementation and execution of district, program and department budgets.
  • Maintain knowledge of local budget law; provide budget-related training as needed.
  • Serve as liaison to schools and departments regarding budget. Develop and communicate budget schedule and guidelines to schools and departments. Support schools and departments in budget preparation and monitoring.
  • Prepare cost estimates and impact studies for budget development decision making.
  • Prepare and distribute school staffing and discretionary allocations.
  • Analytically review budget submissions from schools and departments. Review budget for conformity with instructions and format. Ensure budgets are appropriately coded in accordance with the ODE Program Budgeting and Accounting Manual (PBAM).
  • Assist in the preparation of the district’s annual budget document, including preparation of financial and statistical charts and graphs. Ensure compliance with local budget law and state reporting requirements related to the adopted budget.
  • Recommend improvements to the district’s annual budget document and other presentation materials in order to continually improve the communication of complex budget information to district stakeholders.
  • Monitor district expenditures to ensure compliance with the adopted budget and legal appropriations.
  • Assist in the development and monitoring of the district’s position control system to ensure that all district employees are in a valid, authorized position within the district’s operating budget.
  • Works closely with Human Resource Department staff to monitor positions and finalize budgeted staffing; troubleshoot problems related to position control.
 
CASH MANAGEMENT & INVESTMENT OVERSIGHT
  • Recommend investment and cash flow strategy in accordance with laws, regulations and school board policy.
  • Perform treasury activities to support sound cash management activities, including monitoring and effectively managing investment of funds, daily cash flow, transfers of funds, and other processes to maximize and safeguard resources.
 
PROCUREMENT
  • Maintain knowledge of procurement laws, policies and procedures; provide support and consultation to district staff regarding procurement matters.
  • Participate in the development, maintenance and innovation of procurement processes and procedures with a focus on creating improvements and efficiencies.
  • Manage the implementation and execution of the district’s procurement card program.
 
GENERAL PERFORMANCE REQUIREMENTS:
  • Perform duties in a courteous and efficient manner that builds the confidence of staff, students, and the public in the Corvallis School District and enhances learning.
  • Observe laws, district policies and procedures, and professional standards for the position.
  • Establish and maintain effective working relationships with school personnel, parents, students and the public; work collaboratively as a team member.
  • Maintain regular attendance at work and work activities and is punctual in meeting deadlines, attending meetings, and following schedule.
  • Carry out work responsibilities with strong organizational skills effectively under pressure of deadlines, difficult situations, interruptions, and new or emergency conditions.
  • Respect confidential information and the privacy of students, staff, and parents.
  • Support students and staff in the district’s career-related learning standards to encourage the development of independent work skills through career exploration and community involvement.
  • Develop job skills necessary to meet changes in the position.
  • Maintain personal appearance and hygiene appropriate to the position as defined by the district.
  • Meet applicable district physical ability/health and safety guidelines for the position.
 
QUALIFICATIONS:  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
  • Knowledge equivalent to Bachelor's degree in accounting, business administration or equivalent accounting experience.
  • Knowledge of principles and practices of public financial management, including governmental accounting and auditing, financial reporting, grants, treasury, bonds and budgeting.
  • Knowledge of and ability to understand, interpret, apply and explain complex accounting, state and federal policy, laws, and regulations applicable to financial operations.
  • A minimum of three years of successful and progressively responsible accounting and/or finance experience, preferably in a governmental entity.
  • Ability to perform basic-to-complex accounting, auditing and analyses of a variety of financial accounts and operations.
  • Ability to proficiently use database software, accounting software, internet software, e-mail, word processing software. Ability to use advanced features of Microsoft Excel is necessary.
  • Ability to communicate effectively verbally and in writing to a variety of groups and individuals, including complex financial information.
  • Ability to think strategically and develop short or long term plans to meet an objective or solve problems.
  • Ability to analyze and adapt to changing priorities to support organizational needs.
  • Ability to travel among district facilities as needed; if driving, the ability to meet district driving standards.
 
PHYSICAL DEMANDS:  The physical demands described here are representative of those that must be met by an employee to successfully perform the essentials functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the functions, duties, and responsibilities of the job.
 
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.  While performing the duties of this job, the employee is:
 
  • Regularly required to sit for extended periods of time.
  • Regularly required to talk and hear.
  • Regularly required to use hands to finger, handle, or feel objects, tools, or controls.
  • Regularly lift, move, or carry up to 25 pounds.
  • Frequently required to stand or walk (occasionally on an uneven surface), reach with hands and arms, stoop.
  • Occasionally required to travel within and outside of the district.
  • Occasionally required to kneel or crouch.
  • Occasionally required to lift and/or move up to 40 pounds.
 
While performing the duties of the position, the employee works with standard office and/or instructional equipment with moving mechanical parts.
 
WORK ENVIRONMENT:  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.
 
The noise level in the work environment could be usually low to occasionally moderate.  The employee’s work is almost exclusively indoors.
 
NOTE:  This is not necessarily an exhaustive or all-inclusive list of responsibilities, skills, duties, requirements, efforts, functions, or working conditions associated with the job.  This job description is not a contract of employment or a promise or guarantee of any specific terms or conditions of employment.  The school district may add to, modify, or delete any aspect of this (or the position itself) at any time as it deems advisable.
  • Position Type: Full-time

Contact Information

  • Karlie Adkins, HR Specialist
  • 1555 SW 35th Street
  • Corvallis, Oregon 97333
  • Phone: 5417575840
  • Fax: 5417573898
  • Email: click here

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