Financial Analyst

Employment Begins: 2021-22 SY

8 hours/day; 5 days/week; 260 days/year

Financial Analyst

Classification: Administrative Location: District Office

Reports to: Executive Director of Financial Services FLSA Status: Exempt

Bargaining Unit: Non-Represented (Confidential Employee)

The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.

Part I: Position Summary:

The Financial Analyst is responsible for monitoring and analyzing district financial data. This includes working in conjunction with the Executive Director of Financial Services and Director of Financial Services providing supervision where assigned in Financial Services.

The District represents a diverse community with a population of approximately 40% students with diverse backgrounds. We seek an individual who has successful experience in working with culturally diverse families and communities. The selected candidate must demonstrate a commitment to strengthening community engagement and communication with the district’s diverse populations.

Part II: Supervision and Controls over the Work:

Serves under the direction and guidance of the District’s Financial Services Executive Director and Director. Is held responsible for results in terms of effectiveness of planning and administering assigned areas of responsibility and for achievement of program goals and objectives. Work of the Financial Analyst is guided by, and must be in compliance with, federal and state law, policy direction of the School Board, compliance with state and local regulatory agencies (i.e., OSPI, OFM, DRS, OHR, DLI, etc.), and with direction of the Financial Services Executive Director and Director.

Part III: Major Duties and Responsibilities: Under the general supervision of the Executive Director of Financial Services, the Financial Analyst will assist the Executive Director and the Director with the following:

• 
  Monitoring and analyzing all revenues and expenditures including grants and categorical funding during the year for the purpose of maintaining budgetary controls, complying with collective bargaining agreements, projecting variances, and correcting errors with journal entries.
• Providing data analysis and recommendations to the Executive Director and other district management in all financial matters, including budget, bargaining, payroll, enrollment reporting, staffing allocations, grant compliance, and other matters with fiscal impacts.
• Provide training to department and district staff to support appropriate financial practices and procedures.
• Auditing accounts payable, accounts receivable and payroll records for completeness and accuracy.
• Preparing the district’s annual budget and budget extension documents.
• Preparing the district’s year end reports (F-196, SEFA, Notes to the Financial Statement).
• Reviewing monthly reconciliation of all activities with the County Treasurer (F-197).
• Preparing district wide budgeting documents.
• Providing assistance to school personnel in the proper methods of coding, cost estimates, report writing, interpreting budget reports and procedures.
• Ensuring the continued maintenance of internal controls within the district.
• Preparing state reports (including S-275), contracts, agreements, grants, Medicaid Match Program and Medicaid billing.
• Performing leadership/management tasks and responsibilities as assigned.

Part IV: Minimum Qualifications:

• Incumbents must have successful experience in working with culturally diverse families and communities or have otherwise demonstrated a commitment to strengthening engagement of a diverse community and skill in communicating with a diverse population.
• Five years of accounting experience in a government or school organization, including at least two (2) years of supervisory experience is required.
• Successful School District budget/accounting/payroll/reporting experience.
• Successful experience working effectively with other employees, parents, and patrons.
• Knowledge and experience using WESPaC finance/human resources management software.
• Ability to analyze fiscal process/procedure problems and develop/implement solutions in a positive way.

Part V: Desired Qualifications:

• Bachelor’s degree in accounting or closely related field.
• Previous successful experience as a business manager in a school district.
• Successful experience training and supporting school personnel with financial services functions.
• Successful experience in providing individual and group professional development.

Part VI: Physical and Environmental Requirements of the Position:

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit, lift, carry, move about, hear, and speak. Employees may be required to perform extensive work at a computer display terminal.

The employee must occasionally lift and/or move 25 to 50 pounds.

Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

THIS IS A NON-UNION EXEMPT POSITION.

Equal Opportunity Employer

North Thurston School District does not discriminate in any programs or activities on the basis of sex, race, creed, religion, color, national origin, age, veteran or military status, sexual orientation, gender expression or identity, disability, or the use of a trained dog guide or service animal and provides equal access to the Boy Scouts and other designated youth groups. The following employees have been designated to handle questions and complaints of alleged discrimination: Civil Rights Coordinator and Title IX Officer: Charles Burleigh, 360-412-4453, cburleigh@nthurston.k12.wa.us; Section 504 Coordinator: Leslie Van Leishout, 306-412-4484, LVanLeishout@nthurston.k12.wa.us. Address for both: 305 College St. NE. Lacey, WA 98516.

IMPORTANT INFORMATION: Effective June 11, 1992, pursuant to Public Law 92544 all new employees must complete a satisfactory fingerprint and sexual misconduct background check. All employment is considered temporary until receipt of satisfactory check. Proof that the fingerprinting process has begun must be supplied to Human Resources prior to the first day of employment.