Finance Director for Shared Business Services

Position Details

Employee Job Description

Job Title :

Finance Analyst for Shared Business Services

Job Summary :

The Finance Analyst for Shared Business Services is the lead and / or advanced analyst within

one of the dynamics of the business office of assigned district(s). The Finance Analyst for

Shared Business Services exercises a high degree of independent judgment and has

significant accountability for ongoing projects associated with payroll, fiscal and budget

analysis, reconciliations, financial statement preparations, grant fund management, training

and monitoring new hires, and other assigned specialized projects under the direction of the

assigned Finance Director of Shared Business Services.

Essential Duties (May include, but not limited to) :

1. Performs complex and accurate fiscal and budget analysis, reconciliations, and postings

under limited direction.

2. Prepares and assists in the preparation of financial statements, reports, and project

proposals. Performs audits of records and project expenditures for compliance with

GAAP, Federal and State laws and regulations, and performs related work as required

under limited direction.

3. Performs complex professional accounting duties relating to the school systems

programs and projects.

4. Performs financial analysis, studies and evaluations, establishes budget and

expenditure controls, and provides technical assistance as assigned.

5. Maintains the general ledger, assists, and evaluates the effectiveness of the internal

control systems, bank account reconciliation, payroll, reporting of special revenue funds,

performs internal audits and assists the accounting staff with other tasks as assigned.

6. Performs professional accounting work of moderate difficulty to ensure compliance with

GASB and GAAP and grant requirements.

7. Provides direction, training and work review to assigned mentees and local district team

members.

8. Prepares journal entries and periodic reconciliation of general ledger, journal and bank

statements.

9. Researches complex problems to their conclusion, makes recommendations and works

with appropriate personnel to ensure resolution to such problems.

10. Develops and updates instruction manuals as it relates to job duties.

11. Ensures compliance with board policies, district guidelines, governing status / regulation

and application professional ethical standards with regard to all financial matters.

12. Assists the local district staff members in various accounting procedures for assigned

local school district(s).

13. Assists in the development and implementation of new procedures and features to

enhance the workflow of the department.

14. Monitors and analyzes department work to develop more efficient procedures and use

of resources while maintaining a high level of accuracy.

15. Develops and updates operating and instruction manuals, as it relates to the job duties

and the implementation of new software.

16. Reviews, reconciles and verifies bank transactions.

17. Assist in managing user permissions in various software programs specific to the

assigned district(s).

18. Develops and conducts in-service training to provide technical assistance and guidance

to department and school site personnel on process and procedures software

programs.

19. Assists assigned local district staff with payroll process, accounts payable, insurance

reconciliations and other business office functions.

20. Maintains a working knowledge of all accounting areas of operation within the business

services department.

21. Consistently models Win-Win leadership.

22. Prepares data analysis / financial reports with use of financial system and spreadsheets.

Other Duties :

1. Assists as a backup in accounting functions outside of essential duties.

2. Assists in preparation of special projects.

3. Composes and prepares correspondence.

4. Performs other duties as assigned.

Qualifications : Education :

Education :

Bachelors degree in accounting, business management or related field required. Coursework

in accounting and business management at the advanced level required. Graduate credit

beyond the bachelors degree preferred.

Experience :

Minimum five years experience in accounting and / or business management required or

demonstrated skills to successfully perform essential duties. Experience with SchoolsOPEN

software preferred.

Skills / Other :

Ability to work with a high degree of detail under the pressure of externally-imposed deadlines

and with frequent interruption. Ability to pass proficiency testing at the intermediate level in the

use of Microsoft Word, Access and Excel, business math and spelling required. Ability to utilize

district technology and work to maintain proficiency, as skill sets change with technology

and / or the needs of the district. Ability to work with considerable independent judgment and

professional knowledge in the areas of payroll, accounting principles, budgeting and computer

operations. Ability to demonstrate initiative and resourcefulness. Demonstrated knowledge of

full general ledger requirements. Ability to work with an integrated accounting system with the

specific understanding of the effects on transactions and their impact on the financial records.

Ability to solve complex problems logically and effectively, to work independently, to manage

multiple tasks and demonstrate effective time management skills. Excellent oral, written,

electronic and interpersonal communication skills. Ability to work a flexible workday, work

week, and work year. Punctuality and good attendance are requirements for the position.

Demonstrated mental / physical ability and stamina for meeting the essential duties of the

position. Discretion with confidential information. Represents the district in a professional

manner at all times. Demonstrate honesty, integrity, and professionalism at all times. Excellent

customer service skills and the ability to maintain a calm, poised and professional image at all

times. Ability to exercise good judgment and make decisions in accordance with board policies

and established administrative guidelines.