Budget Analyst II

POSITION OBJECTIVE:

The position of Budget Analyst II is for the purpose of facilitation, development, implementation, and monitoring of the budget for all funds, departments, and schools.

COMMITMENT TO EQUITY:

The Bellevue School District is committed to a diverse workforce representative of our students, one that embraces and models cultural competency as an international community.

DUTIES & RESPONSIBILITIES: (These duties are a representative sample; position assignments may vary.)

• Leads complex financial analysis and takes a proactive role in monitoring large-scale district operations.

• Is responsible for conducting financial analysis at the district-wide level, contributing to long-term financial planning, and advising on fiscal policies.

• Leads in district-wide budget development and preparation.

• Audits submitted data and resolves discrepancies; summarizes and prepares department and school budgets.

• Ensures that budget practices follow applicable school district and state rules, regulations, and laws.

• Communicates complex financial reports to senior leadership and provides recommendations based on advanced budget projections.

• Partners with budget owners, schools, and departments regarding budget planning, procedures, analysis, and reconciliations to ensure accuracy and compliance.

• Analyzes and communicates with budget owners on a continuous basis regarding budget to actual trends and expenditures, as well as providing support for future budget planning.

• Remains informed of changes in accounting, budgeting, and district procedures; ensures such changes are reflected in the state budget document and in business office practices.

• Performs analyses for forecasting and projecting expenditures, appropriations, and revenue; prepares special budget and statistical analyses.

• Analyzes budget reports on an ongoing basis; monitors actual expenditures and revenues in relation to district budget.

• Maintains the general ledger account codes for all funds. Maintains the position codes for the district.

• Reviews and prepares journal entries and budget adjustments.

• Develops high-level financial models for district-wide strategic initiatives.

• Performs analyses of district operation costs and revenues in relation to the district's strategic plan.

• Monitors staff levels and analyzes labor costs in collaboration with human resources staff. Develops financial models for position budgeting and provides budget approval for positions hired throughout the year.

• Responds to state auditor's questions in relation to budget.

• Provides clear and timely notification to the budget owner of any changes in expenditures that impact budget projections, with a focus on any potential overspending.

• Assists in maintaining models for bonds, levies, capital project, and debt service funds.

• Serves as a member of the financial team of the district; performs related duties consistent with the scope and intent of the position.

• Provides guidance and direction to Budget Analyst I position(s).

• Performs other job-related duties as assigned.

REPORTING RELATIONSHIPS:

• Reports directly to and is supervised by Budget Director.

EDUCATION & EXPERIENCE (positions in this class typically require):

Required:

• Bachelor's degree in business administration with emphasis in finance or accounting, or related analytical field.

• Prior budgeting analysis experience in a large, complex organization.

Preferred:

• 8 years of experience in financial analysis, with demonstrated expertise in K-12 financial systems and strategic budgeting

• Experience with school finance in the state of Washington.

Allowable Substitutions:

• Experience in accounting and budgeting for a large and complex organization may substitute for the educational requirement on a year-for-year basis.

LICENSING REQUIREMENTS (positions in this class typically require):

• None

KNOWLEDGE (position requirements at entry):

• Knowledge of general accounting practices and procedures.

• Knowledge of WA OSPI Accounting Manual.

• Knowledge of computer operation and ability to learn specific software programs.

• Knowledge of school finance.

SKILLS (position requirements at entry):

• Expert-level proficiency in SQL, Excel, and financial modeling with advanced functions such as Power Query, PowerBI, or complex pivot tables.

• Requires a high level of proficiency in financial analysis, budgeting, and forecasting.

• Organization skills and the ability to collaborate with others.

• Skill in effective communication.

• Ability to work as a team member to achieve department and organizational goals.

• Ability to prioritize, organize, and plan work independently to meet project goals and deadlines.

• Ability to develop effective accounting and budgeting procedures and document those procedures.

• Ability to gather, evaluate, audit, and analyze data.

• Ability to perform accurate arithmetic calculations.

• Possesses expert level of proficiency in Excel and able to create, maintain, and explain complex financial spreadsheet models.

• Ability to maintain confidentiality.

• Ability to establish and maintain effective working relationships, solve problems, and exercise independent judgment.

• Ability to work effectively under pressure.

• Required to meet externally imposed and inflexible deadlines.

• Required to deal with complex problems with multiple solutions.

• Ability to perform all duties in accordance with all applicable Board policies and district and legal requirements.

• Demonstrates multicultural sensitivity with the ability to effectively and collaboratively work with diverse populations.

• Ability to perform all duties in accordance with all applicable Board policies and district and legal requirements.

• Ability to meet and maintain punctuality and attendance expectations.

PHYSICAL REQUIREMENTS:

Positions in this class typically require: stooping, kneeling, crouching, reaching, standing, walking, pushing, pulling, lifting, finger dexterity, grasping, talking, hearing, seeing, and repetitive motions.

Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.

Incumbents may be subjected to moving mechanical parts, odors, chemicals, extreme temperatures, inadequate lighting, workspace restrictions, and intense noises.

CONDITIONS OF EMPLOYMENT:

CTSA Grade 6 ($ 95,477 to $ 105,204 annual salary), starting at $ 95,477. 40 hours per week, for a 261-day annual assignment. Medical, dental, vision, long-term disability, and life-insurance eligibility is based upon 630 hours worked within a school year. Retirement provided through Washington State Department of Retirement Systems. Other benefits include vacation and paid holidays.

NOTE:

The above job description is intended to represent only the key areas of responsibilities; specific position assignments will vary depending on the business needs of the department.

Verification of identity and United States work authorization must be completed. The successful candidate for this position must be fingerprinted. Employment is contingent upon clearance by Washington State Patrol and Federal Bureau of Investigation.

Bellevue 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 of America and other designated youth groups. The following employees have been designated to handle questions and complaints of alleged discrimination:

Civil Rights, Racial Discrimination, and Gender Expression or Identity Discrimination:

Civil Rights/Nondiscrimination Compliance Coordinator Nancy Pham, (425) 456-4040 or phamn@bsd405.org

Sex-based Discrimination, including Sexual Harassment:

Title IX Coordinator: Jeff Lowell, (425) 456-4010 or lowellj@bsd405.org

Disability Discrimination:

Karen Dejong, (425) 456-4277 or kdejong@bsd405.org

Mailing address for all three: 12111 NE 1st Street, Bellevue, WA 98005.