Analyst, Budget chez Charlotte-Mecklenburg Schools

General Definition of Work

The budget analyst, under moderate supervision, performs complex work with minimal decision-making discretion supporting the financial/business processes related to the development and communication of the district’s annual budget. Position provides technical expertise and training to functional area(s) throughout the budget development process.  Employee performs district-level work to carry out Board of Education policies under the direction of a budget director. 

Qualifications

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Salary/Status

Salary NC 14/ Full-time, 12 months

Reports To

Budget Director

Place of Work

The normal place of work is on the premises used by Charlotte-Mecklenburg Schools. Charlotte- Mecklenburg Schools reserves the right to require you to work at such other place(s) as it may reasonably require from time to time.

Essential Functions

• Adhere to all state, federal, and local laws, policies, and procedures
• Participate in annual operating, capital, and school system budget preparation and administration
• Review allocations and expenditures for compliance with federal, state, and local laws, rules, regulations, and grants
• Support fund owners in the development and analysis of their budget
• Compile moderately complex financial reports and assist in developing presentations
• Conduct fiscal impact analyses related to revenue and expenditures forecasting
• Coordinate the preparation of budget manuals and other budget documents
• Facilitate budget training and develop training documentation
• Respond to budget related inquiries, and advise on policies and procedures for budget development and compliance
• Complete local, state, or federal surveys and reports accurately and promptly
• Participate in professional development workshops and other meetings
• Create an inclusive environment with positive communication/public relations
• Perform related work as assigned or required

Knowledge, Skills, Abilities

• Thorough knowledge of federal, state, and local regulatory requirements applicable to school system finances
• Thorough knowledge of county and school board policies, procedures, and standards regarding funding, accounting, and auditing principles
• Knowledge of required records preparation and maintenance
• Ability to maintain professional and emotional control under stress
• Ability to reflect appropriate response to situations, while maintaining a professional and personal demeanor
• Ability to learn and use specialized tools, equipment or software related to business needs
• Ability to develop and monitor a budget
• Ability to implement local, state, and federal rules, guidelines, and procedures into daily business operations
• Ability to communicate effectively
• Ability to reason, make judgments, and maintain effective working relationships
• Ability to employ positive communication skills in all settings/mediums
• Ability to problem-solve utilizing sound judgment
• Ability to maintain confidentiality regarding school system business
• Ability to take initiative, work independently, and exercise sound judgement
• Demonstrated ability to work effectively in a deadline-driven, rapidly changing team environment

Education and Experience

• Associate’s degree in accounting or related field required
• Minimum of three (3) years’ work experience in budgeting, accounting, or related field required
• Equivalent combination of education and experience

 Special Requirements

• Possess and maintain a valid driver’s license or ability to provide own transportation
• Travel to school district buildings and professional meetings