Senior Financial Analyst III

Tacoma Public Schools•Central Administration Building (CAB) 601 S 8th St., WA

9d•Onsite

About The Position

This position provides complex, technical, in-depth financial and budget analysis for use in the development and monitoring of the budget and policies of the District; provides reporting support for proposed budget development and training/technical assistance to ensure sound financial management practices. This position is characterized by the independent nature of the work and the depth in analyzing, recommending, and coordinating financial projects and processes including activities related to labor negotiations.

Requirements

Complex, technical, in-depth financial and budget analysis
Development and monitoring of the budget and policies of the District
Reporting support for proposed budget development
Training/technical assistance to ensure sound financial management practices
Independent nature of the work
Analyzing, recommending, and coordinating financial projects and processes
Activities related to labor negotiations
Calculates and analyzes state apportionment revenue
Tracks District enrollment and staffing data
Analyzes and forecasts revenue and expenditure trends
Performs financial analyses utilizing the District’s automated financial system, historical trends, and other financial analysis techniques
Meets and coordinates with Budget Technicians, the Grants Technician and program and department staff, as necessary, to incorporate program forecasts
Acts as a primary analyst and liaison to various major and non-major programs
Completes detailed analyses of revenues and expenditures
Provides support to these programs with budget composition, analysis of changes in funding, and/or analysis of changes in requirements or operations
Develops and recommends analyses as necessary to improve program performance
Provides options and makes recommendations regarding financial impact of changes analyzed to finance and program management
Performs in a liaison capacity for assigned programs and departments
Works cooperatively with Budget Technicians, District management and program and department staff in reviewing budgetary information and estimating variances
Documents the assumptions used in assessing the financial status of the funds
Develops written explanations related to the financial results and variances from the budget
Performs research activities as instructed
Analyzes budgets, interprets regulations, and makes recommendations to ensure compliance while optimizing resource utilization
Oversees the training, preparation, and submission of Budget Monitoring Tools
Reviews and interprets program and departmental budgets
Provides financial performance recommendations to program managers and upper management
Prepares costs, revenue, and operational impact analyses of labor negotiation proposals, legislative proposals, and other issues that could impact District finances
Analyzes, recommends, and coordinates strategies related to labor negotiations
Maintains current knowledge of financial aspects related to all bargaining agreement
Tracks and identifies expenses associated with each bargaining unit
Assists with the development of the District budget
Analyzes requests for increased funding
Balances expenditures with projected revenue and local support
Performs necessary analysis and provides recommendation to produce a balanced budget for assigned programs and departments
Assists with data analysis and data entry as assigned
Supports systematic alignment of program planning and budgeting
Collaborate with stakeholders, from different departments to align financial goals with organizational objectives through the Budgeting by Priorities process
Assists in the development, implementation, and analysis of new, revised or proposed financial systems and reports
Provides technical assistance and fiscal information to District staff
Trains staff on new and/or revised financial reporting techniques
Assists staff with understanding financial information
Supports other department forecasting methods by completing cash flow analysis and reconciliation to county treasurer’s report monthly
Assists with the District’s on-line position control system, position control reports, verifying information for accuracy
Assists in correcting errors and coordinating efforts between District offices to resolve problems
Assists management in developing, reviewing, revising, and implementing budget, accounting, reporting systems, and other operating policies and procedures
Works with supervisor and other staff to analyze and respond to federal, state, county, and OSPI reporting requirements
Supervises assigned staff
Makes hiring recommendations
Evaluates staff performance
Approves leaves and overtime
Assigns and reviews work
Plans, oversees and encourages participation in professional development opportunities
Promotes a quality customer service environment
Reviews and distributes monthly or quarterly financial reports
Identifies and resolves issues as required
Performs analyses and prepares any necessary charts, graphs, explanations, or summaries contained in the financial reports
Prepares for management approval monthly financial reports with major program forecasts issued quarterly
Notifies management quarterly of potential budget overspends
Builds and maintains spreadsheets for statutory reporting
Develops custom reports for management or staff as needed
Prepares financial statements, annual financial reports, and other reports
Ensures the accuracy and integrity of financial reporting
Improves access to and content of financial reports
Assesses potential system improvements based on information needs and recommends improvements
Develops and implements training efforts regarding financial reports
Creates and assists with presentations to the Board, staff and public
Represents the Finance Department within and outside the District, as assigned
Assists with long range financial planning and forecasting
Ensures up-to-date information is available to management
Coordinates, updates, and maintains Finance Department website
Provides customer service to internal and external customers as necessary
Maintains and updates knowledge and skills required for success in the position by participating in professional development as needed or as assigned
Manages special projects and performs related duties as assigned, on a temporary basis
Regular, reliable, predictable attendance or physical presence is an essential job requirement and critical to the performance of the work.

Responsibilities

Calculates and analyzes state apportionment revenue; tracks District enrollment and staffing data; analyzes and forecasts revenue and expenditure trends; performs financial analyses utilizing the District’s automated financial system, historical trends, and other financial analysis techniques; meets and coordinates with Budget Technicians, the Grants Technician and program and department staff, as necessary, to incorporate program forecasts.
Acts as a primary analyst and liaison to various major and non-major programs to complete detailed analyses of revenues and expenditures; provides support to these programs with budget composition, analysis of changes in funding, and/or analysis of changes in requirements or operations; develops and recommends analyses as necessary to improve program performance; provides options and makes recommendations regarding financial impact of changes analyzed to finance and program management.
Performs in a liaison capacity for assigned programs and departments, working cooperatively with Budget Technicians, District management and program and department staff in reviewing budgetary information and estimating variances; documents the assumptions used in assessing the financial status of the funds; develops written explanations related to the financial results and variances from the budget; performs research activities as instructed.
Analyzes budgets, interprets regulations, and makes recommendations to ensure compliance while optimizing resource utilization.
Oversees the training, preparation, and submission of Budget Monitoring Tools; reviews and interprets program and departmental budgets; provides financial performance recommendations to program managers and upper management.
Prepares costs, revenue, and operational impact analyses of labor negotiation proposals, legislative proposals, and other issues that could impact District finances; analyzes, recommends, and coordinates strategies related to labor negotiations.
Maintains current knowledge of financial aspects related to all bargaining agreement; tracks and identifies expenses associated with each bargaining unit; information.
Assists with the development of the District budget including analyzing requests for increased funding and balancing expenditures with projected revenue and local support, performs necessary analysis and provides recommendation to produce a balanced budget for assigned programs and departments; assists with data analysis and data entry as assigned; supports systematic alignment of program planning and budgeting.
Collaborate with stakeholders, from different departments to align financial goals with organizational objectives through the Budgeting by Priorities process.
Assists in the development, implementation, and analysis of new, revised or proposed financial systems and reports.
Provides technical assistance and fiscal information to District staff; trains staff on new and/or revised financial reporting techniques; assists staff with understanding financial information.
Supports other department forecasting methods by completing cash flow analysis and reconciliation to county treasurer’s report monthly.
Assists with the District’s on-line position control system, position control reports, verifying information for accuracy; assists in correcting errors and coordinating efforts between District offices to resolve problems.
Assists management in developing, reviewing, revising, and implementing budget, accounting, reporting systems, and other operating policies and procedures; works with supervisor and other staff to analyze and respond to federal, state, county, and OSPI reporting requirements.
Supervises assigned staff; makes hiring recommendations; evaluates staff performance; approves leaves and overtime; assigns and reviews work; plans, oversees and encourages participation in professional development opportunities; promotes a quality customer service environment.
Reviews and distributes monthly or quarterly financial reports, identifying and resolving issues as required; performs analyses and prepares any necessary charts, graphs, explanations, or summaries contained in the financial reports; prepares for management approval monthly financial reports with major program forecasts issued quarterly; notifies management quarterly of potential budget overspends; builds and maintains spreadsheets for statutory reporting.
Develops custom reports for management or staff as needed; prepares financial statements, annual financial reports, and other reports, ensuring the accuracy and integrity of financial reporting; improves access to and content of financial reports; assesses potential system improvements based on information needs and recommends improvements; develops and implements training efforts regarding financial reports.
Creates and assists with presentations to the Board, staff and public; represents the Finance Department within and outside the District, as assigned.
Assists with long range financial planning and forecasting; ensure up-to-date information is available to management.
Coordinates, updates, and maintains Finance Department website.
Provides customer service to internal and external customers as necessary.
Maintains and updates knowledge and skills required for success in the position by participating in professional development as needed or as assigned.
Manages special projects and performs related duties as assigned, on a temporary basis.
Regular, reliable, predictable attendance or physical presence is an essential job requirement and critical to the performance of the work.