Analyst, Budget

The School District of Lee County•Fort Myers, FL

12h•$28

About The Position

Assist in the development of the tentative and final budget for all funds. Assist in the development and monitoring of the District budget for all funds. Review and analyze District allocations for schools and departments. Prepare assigned school and department annual budgets. Maintain frequent contact with schools and District department financial and budget personnel to secure and evaluate information, seek compliance with requests, and provide feedback on analysis. Analyze and project student FTE for state reporting. Update state reporting on the student Florida Education Identifier (FLEID). Monitor FTE process for accurate reporting during the FTE surveys to the state. Maintain the Master School Identification (MSID) file with the state. Create and maintain state reporting on the 5-10-20 year capital plan. Create and update procedure documents and manuals. Provide training to new administrators and personnel in budgeting procedures and policies. Provide technical support and guidance to schools and departments on budgets. Prepare monthly reports for the School Board. Monitor charter school appropriations to ensure accurate payments in a timely manner. Prepare reports, trend analyses, and other statistical data as directed. Perform analytical review of District budgets to ensure efficient use of District financial resources. Test updates to District electronic systems related to budget functions. Revised: 07/21/23

Requirements

Bachelor's degree in accounting, business administration, or a related field.
Two (2) years of experience in budgetary, accounting, and analytical experience.
Clear and concise oral and written communication skills; organizational, prioritization, and management skills.
Problem-solving skills and the ability to meet competing deadlines under pressure while maintaining accuracy and strong attention to detail.
Knowledge of budgeting principles, practices, and procedures and governmental accounting processes.
Knowledge of pertinent regulations, policies, and procedures for the functional area of assignment.
Knowledge of HIPAA, Public Records, Sunshine Law, FERPA, and other laws/regulations related to student and employee privacy, public information, and records retention.
Knowledge of and experience with industry-standard equipment, materials, practices, computers, and applications.
Ability to effectively adapt to rapidly changing priorities and demands.
Ability to assist and coordinate personnel in a manner conducive to full performance and high morale.
Ability to professionally and effectively respond to customer needs and requests for service or assistance.

Nice To Haves

Master's degree in accounting, business administration, or a related field.
Experience managing business/department functions and staff.
Relevant work experience or education may be substituted to satisfy minimum qualifications.

Responsibilities

Assist in the development of the tentative and final budget for all funds.
Assist in the development and monitoring of the District budget for all funds.
Review and analyze District allocations for schools and departments.
Prepare assigned school and department annual budgets.
Maintain frequent contact with schools and District department financial and budget personnel to secure and evaluate information, seek compliance with requests, and provide feedback on analysis.
Analyze and project student FTE for state reporting.
Update state reporting on the student Florida Education Identifier (FLEID).
Monitor FTE process for accurate reporting during the FTE surveys to the state.
Maintain the Master School Identification (MSID) file with the state.
Create and maintain state reporting on the 5-10-20 year capital plan.
Create and update procedure documents and manuals.
Provide training to new administrators and personnel in budgeting procedures and policies.
Provide technical support and guidance to schools and departments on budgets.
Prepare monthly reports for the School Board.
Monitor charter school appropriations to ensure accurate payments in a timely manner.
Prepare reports, trend analyses, and other statistical data as directed.
Perform analytical review of District budgets to ensure efficient use of District financial resources.
Test updates to District electronic systems related to budget functions.