Job Category
Professional
Exemption Status/Test
Exempt
Reports To
Director of Budget ad Position Control
Date Revised
04/26/2021
Department
Budget
Primary Purpose
Assist in the development and maintenance of the district’s half-billion plus annual budget. Interpret revenue and expenditure models to ensure the budget supports the district’s goals and objectives. Analyze and monitor financial trends and advise the Executive Director of Budget, CFO and Director of Budget, CFO and Director of Budget and Position Control on budget and spend rate variances. Assist in submission of TEA reports and data. Provide budget training, guidance and assistance to departments and campuses.
Education Certification

Bachelor’s degree in finance, accounting or related field.  TSBO certified or on track to receive TASBO certification.

Special Knowledge/Skills

Knowledge of school finance rules and regulations and local board policies

Knowledge of the FASRG

Knowledge of accounting principles

Knowledge of budgeting software

Experience with Oracle and related budgeting software implementations

Advance skills in excel and other word products

Ability to interpret and implement complex school finance laws

Ability to interpret and generate complex revenue and expenditure financial models

Effective organizational, communication and interpersonal skills

Experience

Two (2) years as a professional in school finance and budgeting and three (3) plus years in accounting and finance related experience

Major Responsibilities and Duties
  • Assists in the development, approval and maintenance of the annual operating budget for General Operating, Debt Service and Food and Child Nutrition expenditures.
  • Assists in revenue projection development for the annual budget.
  • Reviews annual expenditure trends and reports results to the Executive Director of Budget, CFO and Director of Budget and Position Control.
  • Develop budget estimates for completeness, accuracy, and conformance with procedures and regulations.
  • Prepares comparability computation reports for federal compliance submission to TEA.
  • Maintains campus allocation formulas and guidelines ad recommends yearly adjustments.
  • Assist campus leaders and other staff to develop, review and maintain budgets and verify completeness, accuracy and compliance with TEA guidelines and other regulations.
  • Assists in end of year expenditure estimates and future budget year projections.
  • Executes transfers and amendments for campuses and departments for Board approval.
  • Assist in the development, implementation and maintenance of new budget software.
  • Assist with testing of new reports and procedures in Oracle and the Planning Budget Cloud Service (PBCS).
  • Analyze monthly campus budgets, expenditures and funds available and provide reports to Area Directors.
  • Analyze, submit and post ongoing budget adjustments adhering to FASRG coding accuracy.
  • Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation to campuses.
  • Compile and analyze accounting records and other data to determine the financial resources required to implement new programs.
  • Prepares materials and facilitates meetings, workshops, trainings, etc. for the purpose of educating and supporting campuses, identifying issues or needs, and developing recommendations.
  • Participates in meetings, workshops, seminars for the purpose of conveying and/or gathering information required to perform functions.
  • Advisor/Liaison to campuses.
  • Executes budget transfers, failed funds corrections, communications and other reports.
  • Keeps abreast technical and state regulations related to funding and program mandates.
  • All duties as assigned.

Supervisory Responsibilities:

  • None.
Tools/Equipment Used
Standard office equipment such as personal computers and peripherals
Posture
Prolonged sitting, occasional bending/stooping, pushing, pulling, and twisting
Motion
Repetitive hand motions, frequent keyboarding and use of mouse; occasional reaching
Lifting
Occasional light lifting and carrying (less than 15 pounds)
Environment
May work prolonged or irregular hours
Mental Demands
Work with frequent interruptions; maintain emotional control under stress