Budget Specialist - Fiscal Services - CP26-014503

Grossmont Union High School District•El Cajon, CA

47d

About The Position

The Grossmont Union High School District is dedicated to providing a safe and collaborative learning environment which supports academic achievement and social development for all students. The Grossmont District operates on the premise that success for every student is dependent upon all groups in the organization including teachers, administrators, parents, staff, students, and the community working together to support all students in their development as life-long learners, thinkers, and successful contributors of the community. The Grossmont Union High School District shall be free from discrimination, harassment, intimidation, and bullying against and individual or group based on the employee's actual or perceived race, color, ancestry, national origin, age, religious creed, marital status, pregnancy, physical or mental disability, medical condition, genetic information, veteran or military status, sex, sexual orientation, gender, gender identity, gender expression, affiliation with the Boy Scouts of America, or association with a person or group with one or more of these actual or perceived characteristics. (GUHSD Board Policy 4030). JOB DESCRIPTION Grossmont Union High School District BUDGET SPECIALIST Purpose Statement: The job of Budget Specialist is done for the purpose/s of under general direction of the Director, Fiscal Services, providing various monitoring and controlling accounting services for local, state and federal categorically funded grant/entitlement programs; ensuring that District expenditures are properly allocated; recording, updating and/or reconciling fiscal information; and providing instructions and/or accounting support to other personnel in accordance with established financial practices. Incumbents in this classification provide students and staff with fiscal services which in turn directly supports learning. This job reports to Assigned Administrator Essential Functions • Assigns program budget numbers, SACS, object numbers, income numbers, and balance for the purpose of maintaining chart of accounts and financial records and systems in compliance with CSAM District and County guidelines, policies and procedures. • Collaborates with auditors, administration, business services personnel, etc. for the purpose of ensuring adherence to fiscal practices and that department objectives are achieved. • Compiles data from a variety of sources (e.g. budgets, payroll, statistics, etc.) for the purpose of complying with financial, legal and/or administrative requirements. • Maintains a wide variety of manual and electronic documents, files and records (e.g. spreadsheets, expenditure reports, grant/entitlement awards binder, budgets, etc.) for the purpose of providing an up-to-date reference and audit trail for compliance. • Monitors account balances and related financial activity for the purpose of identifying funding sources, and ensuring that allocations are accurate, expenses are within budget limits and/or fiscal practices are followed. • Prepares a variety of transmittals and reports (e.g. reports, accounting records, year end closing, journal entries, workers' compensation data, bank transactions, by monthly billings, letters, memos, etc.) for the purpose of documenting activities, providing written reference, conveying information and/or complying with financial, legal and administrative requirements. • Processes a variety of fiscal information (e.g. grant budgets, revisions, bank transactions, workers' compensation data, expenditure reports, revenue deposit permits, etc.) for the purpose of updating information and/or ensuring compliance with accounting requirements. • Provides technical accounting assistance to other departments in conducting program analysis for the purpose of ensuring that monthly budget information is accurately forecasted/reported. • Reconciles fiscal information (e.g. budget allocations, expenditures, ECCC Youth Payroll, etc.) for the purpose of maintaining accurate balances and complying with accounting practices. • Researches discrepancies of financial information and/or documentation for the purpose of ensuring accuracy and adhering to procedures prior to processing. Other Functions • Assists other personnel as may be required for the purpose of ensuring an efficient and effective work environment.

Requirements

SKILLS are required to perform single, technical tasks with a potential need to upgrade skills in order to meet changing job conditions. Specific skills required to satisfactorily perform the functions of the job include: operating standard office equipment including pertinent software applications; preparing and maintaining accurate records and performing accounting procedures; and operating standard office equipment.
KNOWLEDGE is required to perform algebra and/or geometry; read a variety of manuals, write documents following prescribed formats, and/or present information to others; and solve practical problems. Specific knowledge required to satisfactorily perform the functions of the job includes: accounting/bookkeeping principles through general ledger related to educational organizations.
ABILITY is required to schedule activities and/or meetings; often gather, collate, and/or classify data; and use basic, job-related equipment. Flexibility is required to work with others in a variety of circumstances; work with data utilizing defined but different processes; and operate equipment using defined methods. Ability is also required to work with a diversity of individuals and/or groups; work with data of varied types and/or purposes; and utilize job-related equipment. In working with others, some problem solving may be required to identify issues and select action plans. Problem solving with data frequently requires independent interpretation of guidelines; and problem solving with equipment is limited. Specific abilities required to satisfactorily perform the functions of the job include: communicating with diverse groups; meeting deadlines and schedules; and working with detailed information/data.
Job related experience with increasing levels of responsibility is desired.
Bachelors degree in job related area.

Responsibilities

Assigns program budget numbers, SACS, object numbers, income numbers, and balance for the purpose of maintaining chart of accounts and financial records and systems in compliance with CSAM District and County guidelines, policies and procedures.
Collaborates with auditors, administration, business services personnel, etc. for the purpose of ensuring adherence to fiscal practices and that department objectives are achieved.
Compiles data from a variety of sources (e.g. budgets, payroll, statistics, etc.) for the purpose of complying with financial, legal and/or administrative requirements.
Maintains a wide variety of manual and electronic documents, files and records (e.g. spreadsheets, expenditure reports, grant/entitlement awards binder, budgets, etc.) for the purpose of providing an up-to-date reference and audit trail for compliance.
Monitors account balances and related financial activity for the purpose of identifying funding sources, and ensuring that allocations are accurate, expenses are within budget limits and/or fiscal practices are followed.
Prepares a variety of transmittals and reports (e.g. reports, accounting records, year end closing, journal entries, workers' compensation data, bank transactions, by monthly billings, letters, memos, etc.) for the purpose of documenting activities, providing written reference, conveying information and/or complying with financial, legal and administrative requirements.
Processes a variety of fiscal information (e.g. grant budgets, revisions, bank transactions, workers' compensation data, expenditure reports, revenue deposit permits, etc.) for the purpose of updating information and/or ensuring compliance with accounting requirements.
Provides technical accounting assistance to other departments in conducting program analysis for the purpose of ensuring that monthly budget information is accurately forecasted/reported.
Reconciles fiscal information (e.g. budget allocations, expenditures, ECCC Youth Payroll, etc.) for the purpose of maintaining accurate balances and complying with accounting practices.
Researches discrepancies of financial information and/or documentation for the purpose of ensuring accuracy and adhering to procedures prior to processing.
Assists other personnel as may be required for the purpose of ensuring an efficient and effective work environment.