Job Description

Job Title:	Budget Planning Analyst
Grade Level/Terms of Employment:	260 Days (Grade 123/12 months)
FLSA Status:	Exempt
Work Location:	Central Office
Immediate Supervisor:	Manager, Budget and Planning

General Description:
The Budget Planning Analyst supports the fiscal condition of the division through consistent and appropriate application of daily budget controls and functions to meet the goals of Dreams4RPS, the division’s strategic plan.  Specifically, the Analyst maintains and updates complex financial budget records and prepares detailed, comprehensive financial reports. 

Essential Duties and Responsibilities:

·         Assists with position management, including the establishment, updating and monitoring of position records in the budget; ensures accurate set up of position attributes such as salary, position class, salary table, grade

·         Maintains a reconciliation between budgeted FTE positions and active FTEs in the talent and payroll systems; researches and resolves discrepancies

·         Works closely with Talent Office, providing accurate data on current vacancies, approved positions position changes and variances to budgeted positions

·         Assists with the collection, preparation, analysis and distribution of annual financial budget planning materials

·         Assembles and loads financial and employee data into an automated site-based budget system

·         Assembles, revises, formats and proofreads budget data as preliminary and final budget documents are constructed

·         Provides guidance/assistance to department heads, principals, directors, and others when difficulties or special problems are encountered with the financial management system (FMS)

·         Accesses on-line accounting data file and makes system entries for purposes of balancing or transferring funds to appropriate budget codes

·         Issues standard and specially designed budget status reports, revenue and expenditure reports, or CIMS (Comprehensive Information Management System) reports for directors, department heads, principals, or other budget holders on a monthly basis, or as needed basis

·         Assembles various types of budget or management data such as statistics, enrollment trends, or revenue variances for special audits or management analyses as assigned

·         Prepares budget change request actions for Superintendent and School Board review and approval, and ensures entries remain balanced in the general ledger

·         Prepares required reports, such as the Annual School Report for the Virginia Department of Education

·         Perform other related duties as assigned

Qualifications:

·         Bachelor’s Degree in finance, accounting, business administration, education or related field required

·         Four years relevant budgeting and/or financial accounting experience, including budget report preparation, budget variance reporting and analysis and governmental fund accounting

·         Experience in a large urban public school division or non-profit organization preferred

·         Knowledgeable of financial management budget principles, techniques and database manipulation; advanced experience with Microsoft Excel

·          Excellent organizational skills and ability to work independently and implement effective decision making skills

·         Ability to establish and maintain effective professional working relationships

·         Excellent oral and written communication skills

·         Bilingual/fluency in Spanish preferred