Job Summary

Under the supervision of the assigned manager, the Internal Budget and Accounting Analyst position performs data processing and field-specific analysis for the county office, school districts and/or charter schools.  This position may also provide technical assistance and support in field-specific data processing to school districts and/or County Office of Education staff.

Distinguishing Characteristics

This is an advanced-level position which requires independent analysis and decision-making.  An analyst provides support and service to HCOE programs, local school districts and charter schools.  They analyze various types of data sets including fiscal and demographic.  An analyst also reviews data sets provided by Federal and State agencies, HCOE programs, local school districts and/or charter schools utilizing applicable laws, policies and procedures. Additionally, analysts assist others with compiling data and providing guidance to internal and external partners.

Essential Duties:

• Coordinates and assists County Office of Education (COE) in the preparation of Local Control Accountability Plans (LCAP), adopted budgets and interim reports in accordance with state adopted reporting standards.
• Assists in researching, interpreting and communicating to COE budget staff the financial implications of legislation on county office revenue sources.
• Has the lead responsibility for the analysis of a variety of types of financial projections.
• Maintains a current knowledge of state and federal reporting and compliance regulations as they relate to school finance.
• Maintains a current knowledge of all state software reporting applications related to school finance.
• Assists with the design, maintenance and implementation of related accounting systems and software.
• Assists Internal Business Manager in providing training and mentoring \county office staff in areas of the Local Control Accountability Plan, budget development, budget updates, and budget monitoring.
• Assists in the preparation of year-end financial reports; assists or prepares reports meeting local, state and federal requirements.
• Works with and assists the county office independent auditors.
• Does related work as assigned.

Employment Standards:

Knowledge of –

• Budget and Payroll processing, accounting and administration
• Applications of computers, software and data processing to accounting and payroll
• Accounting principles and procedures
• Budget and Payroll standards and policies
• Bargaining agreements
• Oral and written communication
• Department operations and policies
• Principles and practices of training and providing work direction
• Specialized payroll, tax and account analysis report preparation and statistical record-keeping techniques
• Payroll processes for tax withholding, voluntary deductions, garnishments and supplemental insurance
• Operation of a computer and assigned software

Ability to-

• Perform highly responsible and technical accounting, audit and fiscal record management and reporting functions
• Analyze financial data to detect and correct errors
• Make recommendations regarding improved procedures, including training programs and technologies
• Audit the work prepared by other school personnel
• Follow written and oral instructions
• Perform complex projects independently and professionally
• Meet schedules and timelines
• Effectively present complex technical information to individuals, small and large groups
• Adjust to changing work demands, including but not limited to changes in procedures, technologies and fluctuations in workflow
• Communicate effectively orally and in writing, in both one-on-one and large group settings
• Establish and maintain cooperative and effective working relationships
• Guide the work of partnered department personnel
• Work with computerized accounting and data storage and retrieval systems
• Communicate effectively with, and offer technical assistance in specified areas to, district and other management personnel
• Type and 10-key at an acceptable rate of speed

Minimum Qualifications

Education and Experience

• Bachelor’s degree in Business Administration, Accounting, or a related field and three (3) years of equivalent related experience, or
• Four (4) years related experience with increasing responsibility

Preferred Qualifications

• Experience working in a school district or county office of education.

Working Conditions

With or without accommodation, this position includes prolonged periods of standing or sitting, frequent walking, and occasional bending, stooping, and reaching. The employee must be able to lift, push, and pull objects up to 30 pounds. Visual and auditory abilities, along with finger dexterity for computer work are required to perform essential job functions.

Other Requirements

• Must be fingerprinted and a satisfactory Department of Justice records check must be received by HCOE prior to employment.
• TB testing and/or risk assessment will be required upon employment.
• Other requirements as appropriate for the job responsibilities.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

SALARY: Range 18 on the adopted salary scale for classified employees.