Job Category
Professional
Exemption Status/Test
Exempt
Reports To
Director of Budget and Position Control
Date Revised
05/01/2022
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 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 as campus liaison.

Education Certification
  • High School Diploma or equivalent with certification or
  • Bachelor’s degree in finance, accounting, or related field
  • TASBO certified or on track to receive TASBO
Special Knowledge/Skills
  • Knowledge of school finance rules and regulations, FASRG, and local board policies
  • Knowledge of accounting principles
  • 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
  • Minimum of two (2) years as a professional in school finance and budgeting or three (3) years in accounting or related experience with a Bachelor’s degree
  • Minimum of ten (10) years as a professional in school finance with a High School Diploma
  • Some experience with Oracle and related budgeting software implementations
  • Advanced skills in excel and other word products
Major Responsibilities and Duties
  1. Assists in the development, approval, and maintenance of the annual operating budget for General Operating, Debt Service, and Food and Child Nutrition expenditures.
  2. Assists in revenue projection development for the annual budget.
  3. Reviews annual expenditure trends and reports results to the Executive Director of Budget, CFO, and Director of Budget and Position Control.
  4. Develop budget estimates for completeness, accuracy, and conformance with procedures and regulations.
  5. Prepares comparability computation reports for federal compliance submission to TEA.
  6. Maintains campus allocation formulas and guidelines ad recommends yearly adjustments.
  7. Assist campus leaders and other staff in developing, reviewing, and maintain budgets and verifying completeness, accuracy, and compliance with TEA guidelines and other regulations.
  8. Assists at the end of year expenditure estimates and future budget year projections.
  9. Executes transfers and amendments for campuses and departments for Board approval.
  10. Assist in the development, implementation, and maintenance of new budget software.
  11. Assist with testing new reports and procedures in Oracle and the Planning Budget Cloud Service (PBCS).
  12. Analyze monthly campus budgets, expenditures, and funds available and provide reports to Area Directors.
  13. Analyze, submit and post ongoing budget adjustments adhering to FASRG coding accuracy.
  14. Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation to campuses.
  15. Compile and analyze accounting records and other data to determine the financial resources required to implement new programs.
  16. Prepares materials and facilitates meetings, workshops, training, etc., for the purpose of educating and supporting campuses, identifying issues or needs, and developing recommendations.
  17. Participates in meetings, workshops, and seminars for the purpose of conveying and/or gathering information required to perform functions.
  18. Advisor/Liaison to campuses.
  19. Executes budget transfers, failed funds corrections, communications, and other reports.
  20. Keeps abreast of technical and state regulations related to funding and program mandates.
  21. Assist Director of Budget and Position control with Position Control communications and training.
  22. Perform all other 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 a 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