Job Description

Analyst II - Budget

Reports to: Budget Manager

Salary Range: $63,579 - $76,600

Pay Grade: 402

Duty Days: 239

PCN: 26651 - 26653

FLSA Status: Exempt

POSITION PURPOSE

Monitors and analyzes budgets; verifies compliance with local, state, and federal regulations. Interfaces with District personnel to assist in disseminating budget information. Monitors budgets and recommends amendments to board for approval. Assists in preparing budget reports for various planning documents for the District; participates in preparation of annual budget.

ESSENTIAL JOB FUNCTIONS

• Fiscal Management
• Analyzes and verifies budget compliance with federal, state, and local regulations.
• Interfaces with District personnel to assist in disseminating budget information; resolves budget issues/discrepancies.
• Reviews budget request documents for accuracy, completeness, and conformance to guidelines.
• Researches, analyzes, and resolves assigned budget program issues (such as grants and position control).
• Processes, approves, transfers, and posts fiscal data for assigned budget program.
• Runs budget reports for campus and District stakeholders.
• Works with and responds to cross-functional teams, such as Talent Management, Payroll, and Benefits.
• Assists in budget control and planning for all funds as necessary during the budget process; participates in the preparation of annual budgets.
• Reviews, researches, and creates budget line accounts including but not limited to job openings and personnel actions.

PERSONAL WORK RELATIONSHIPS

• All Fort Worth ISD employees must maintain a commitment to the District's mission, vision, and strategic goals.
• Exhibits high professionalism, standards of conduct and work ethic.
• Demonstrates high quality customer service; builds rapport/relationship with the consumer.
• Demonstrates cultural competence in interactions with others; is respectful of co-workers; communicates and acts as a team player; promotes teamwork; responds and acts appropriately in confrontational situations.

OTHER DUTIES AS ASSIGNED

• Performs all job-related duties as assigned and in accordance with Board rules, policies and regulations. All employees are expected to comply with lawful directives in rare situations driven by need where a team effort is required.

KNOWLEDGE, SKILLS AND ABILITIES

• Knowledge of Generally Accepted Accounting Principles (GAAP).
• Knowledge of District policies, procedures, and regulations.
• Knowledge of budget control methods, policies, and procedures.
• Knowledge of budgets and budgeting processes for both local and federal funds.
• Knowledge of computerized accounting systems.
• Skill in performing mathematical and statistical calculations with accuracy.
• Skill in completing assignments accurately and with attention to detail.
• Skill at the advanced level, working with Microsoft Office 365, especially Outlook, PowerPoint, Excel, and Word.
• Ability to prepare financial and accounting records.
• Ability to analyze, consolidate, and interpret accounting data.
• Ability to compile, organize, interpret, and communicate accounting data and results concisely.
• Ability to reconcile data entry to source documents and review work for accuracy.
• Ability to analyze and perform mathematical and statistical computations with accuracy.
• Ability to handle confidential information with absolute discretion.
• Ability to use software to access databases, email, create spreadsheets, and do word processing.
• Ability to communicate effectively, both oral and written forms.
• Ability to engage in self-evaluation with regard to performance and professional growth.
• Ability to establish and maintain cooperative working relationships with others contacted in the course of work.

TRAVEL REQUIREMENTS

• Travels to school district buildings and professional meetings as required.

PHYSICAL AND MENTAL DEMANDS. WORK HAZRDS

• Tools/Equipment Used: Standard office equipment, including computer and peripherals.
• Posture: Prolonged sitting; occasional stooping, squatting, kneeling, bending, pushing/pulling, and twisting.
• Motion: Frequent repetitive hand motions, including keyboarding and use of mouse; occasional reaching.
• Lifting: Occasional light lifting and carrying (less than 15 pounds).
• Environment: Works in an office setting; may require occasional irregular and/or prolonged hours.
• Attendance: Regular and punctual attendance at the worksite is required for this position.
• Mental Demands: Maintains emotional control under stress; works with frequent interruptions.

MINIMUM REQUIRED QUALIFICATIONS

• Education:
• o Accredited High School diploma, GED, or Texas Certificate of High School Equivalency required;
• o Bachelor's degree in accounting, finance, business administration, or a closely related field from an accredited college or university preferred.
• Certification:
• o None
• Experience:
• o 2-6 years of experience in business, finance, or data/records management required.

APPROVED COMBINATIONS

EDUCATIONEXPERIENCEHS/GED/TxCHSE 6 years (requires at least 4 years in FWISD)Associate's degree4 years (requires at least 2 years in FWISD)Bachelor's degree2 years

This document is intended to describe the general nature and level of work being performed by people assigned to this job and is not an exhaustive list of all responsibilities and duties that may be assigned or skills that may be required.