Job Description

  • 21/22 SY-Finance Analyst JobID: 2065
  • Position Type:
    Business Services

  • Date Posted:
    6/8/2021

  • Location:
    District Office

  • Closing Date:
    UNTIL FILLED

  •   TITLE: Finance Analyst

    CLASSIFICATION: Finance Analyst – Level H

    REPORTS TO: Director of Finance

    SUMMARY: The Finance Analyst will be responsible for processing and maintaining documentation of approved financial transactions in the area of Accounts Payable, Medicaid Reporting, Fixed Assets, and/or Purchasing, as required by district, state and federal requirements.

    PERFORMANCE RESPONSIBILITIES:
    1. Provide customer service in an educational environment, engaging and encouraging communication while interacting with administrators, supervisors, and staff.
    2. Respond to inquiries of district personnel, board members, auditors, vendors, etc. for the purpose of providing information and/or direction for resolving questions/issues.
    3. Process financial transactions in the area of Accounts Payable, Medicaid Reporting, Fixed Assets, and/or Purchasing (as assigned by Administration), inputting information into the district’s financial system or other software, analyzing transactions for compliance with district, state, and federal requirements.
    4. Collaborate with district divisions and schools to ensure proper approvals and documentation is retained for compliance purposes.
    5. Research and resolve discrepancies and incomplete information on financial documentation.
    6. Maintain office file systems (computerized and manual) for audit, reporting and processing purposes; secure confidential and sensitive documentation following established procedures; archive and purge records according to established procedures and timelines.
    7. Open, sort, and date stamp mail.
    8. Use computer software applications (including word processing, email, and spreadsheet) and office equipment (including copy machines, printers, fax, and calculators).
    9. Attends meetings, conferences, workshops, etc. for the purpose of conveying and/or gathering information required to perform functions.
    10. Perform other job-related duties as assigned.
    EDUCATION: High school diploma or equivalency required.

    LICENSES OR CERTIFICATIONS:

    EXPERIENCE: Three years of related office experience is necessary, with demonstrated ability for office practices, procedures, and duties relevant to the department.

    SKILLS/KNOWLEDGE/ABILITIES:
    1. A high level of English proficiency is required.
    2. Strong oral and written communication skills is required.
    3. Ability to use standard office equipment (including copy machine, printer, and fax) and a computer for word processing, spreadsheets, and data entry with a high degree of proficiency.
    4. Ability to work with a high degree of accuracy and attention to detail.
    5. Ability to use independent judgment in setting priorities and making decisions.
    6. Ability to use discretion in handling confidential information.
    7. For the Fixed Assets assignment: Ability to bend, carry and lift 50 pounds, push and pull 50 pounds and stand and walk for extended periods of time.
    WORKING CONDITIONS: The work environment is the normal office setting; Fixed Asset assignment may include time in warehouse or other locations to tag/inventory assets.

    TERMS OF EMPLOYMENT: Twelve-month year, beginning salary level H, employee benefits in accordance with board policies.

    EVALUATION: Performance to be evaluated in accordance with Board policy on evaluation of classified staff.


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