Budget Specialist (322531)

Phoenix Union High School District 210•Phoenix, AZ
•Onsite

About The Position

The Budget Specialist manages, monitors, and provides guidance and reporting for all non-local, State, Federal, and private grants. Works collaboratively with the other District staff and departments to efficiently manage existing grant funds and identify and secure new funding.

Requirements

  • High School diploma or GED equivalent
  • Associate's degree in Accounting or related field
  • Four years of accounting or budget management experience
  • An equivalent combination of education, training, and experience
  • Skill in planning, prioritizing, and completing assignments with minimum supervision.
  • Skill in writing professional reports and correspondence from brief instructions.
  • Skill in preparing financial statements and reports.
  • Skill in understanding, explaining, and applying relevant rules, regulations, policies, and procedures.
  • Skill in researching and compiling data for reports, presentations, and technical documents.
  • Ability to maintain accurate records.
  • Ability to follow verbal and written instructions and procedures.
  • Ability to monitor grants and identify compliance issues.
  • Ability to type and enter data with speed and accuracy.
  • Ability to communicate effectively both verbally and in writing.
  • Ability to provide excellent customer experiences, including but not limited to interacting tactfully and courteously with the public.
  • Commitment to create and sustain a thriving learning and working environment for students and staff.
  • Ability to establish and maintain effective working relationships.
  • Ability to use initiative within organizational policies, procedures and guidelines.

Nice To Haves

  • Bachelor's degree in Accounting or related field preferred

Responsibilities

  • Performs functions of financial administration and oversight for grant-related programs; provides guidance and reporting.
  • Compiles, develops and prepares grant documentation to include budgets and interpretation of funding requirements for correct calculation of expenditure categories; monitors and ensures all grant-related budgeting administrative policies, procedures, and agency requirements are being followed and fiscal and program compliance and reporting requirements are met.
  • In collaboration with Program Director, provides guidance to program managers and district staff for grants, contracts, sub-contracts, and agreements to align grant-related budgets to guidelines and requirements.
  • Works directly with Program Director and program managers to manage grant-related budget and works to resolve any discrepancies.
  • Identifies other grant opportunities within Arizona Department of Education system and informs program managers and/or other departments.
  • Monitors and inputs Federal grant data in Arizona Department of Education (ADE) systems; creates and manages timelines of required reports or other relevant submissions to grant awards.
  • Reviews and approves online requisitions for grant related funds.
  • Verifies items are approved in the grant application or amendment prior to releasing final budget approval.
  • Checks for correct coding and adequate budget capacity.
  • Provides training and support to sites related to coding and account maintenance and expending funds within the grant guidelines.
  • Prepares correcting journal entries for miscoded items.
  • Establishes and maintains expenditure budgets for grant related funds in the general ledger system; coordinates with the Program Director and departments to balance the budgets and use them to create the general ledger.
  • Monitors grant budgets and expenditures to ensure targets are met.
  • Initiates and processes budget adjusting journal entries; coordinates budgeted funds from program to fiscal end for all State and Federal budgets based on application(s)/amendment(s) submitted and Gifts and Donations.
  • Prepares annual Federal abstracts for current and future grants to be submitted to Governing Board for approval.
  • Prepares, interprets and presents budget reports, written and verbal reports, correspondence, agenda items, and other documents including but limited to monthly and annual budget reports for all grant-related funds, specialized-system budget reports, complex financial reports and budget analyses as requested by end users and administration.
  • Performs complex financial analysis and daily posting procedures for grant-related funds.
  • Coordinates with IT department in all computer matters related to the fiscal system and establishing and revising procedures.
  • Evaluates and processes cash reimbursement and cash order requests for expenditures within approved grant and ensures the timely submission as requested by ADE.
  • Reviews all grant-related activities to verify proper coding on documents and budget availability; ensures required documentation for grant expenditures, including employee time and pay are accurate and received in a timely manner with appropriate administration approval.
  • In collaboration with Program Director, develops and maintains specialized databases, spreadsheets, documentation and systems to support all State and Federal grants and gifts and donation expenses; sets up automated budget and accounting reports using appropriate reporting programs.
  • Supports the relationship between the Phoenix Union High School District and the public by demonstrating courteous and professional behavior when interacting with students, parents, visitors, and school staff; maintains absolute confidentiality of work-related issues, client records, and school information; follows Governing Board Policies; performs all other related duties as required or assigned.
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