JOB PURPOSE: This position is located in the CSUSA Finance department and supports multi-company budgeting, forecasting and financial management requirements. The incumbent will perform professional-level work in analyzing budgetary data, budgetary requests, interpreting and applying budget guidelines, and projecting and forecasting financial results. The position reports to the Manager of Financial Planning and Analysis and provides support for the Director of Financial Planning and Analysis, and provides support to the Vice President of Finance and the Chief Financial Officer.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Performs duties and responsibilities commensurate with assigned functional area within a department(s) which may include, but are not limited to, any combination of the following tasks:

• Plans and carries out budget procedures for multiple business units including monthly monitoring of department expenditures and revenues; communicating monitoring status to management; assisting business units and departments in the preparation of business unit and department budgets; reviewing and making recommendations on business unit and department budget proposals; assisting in the development of multi-year forecast estimates for business unit and department expenditures and revenues; reviewing business unit and department performance measures. 
• Develops and maintains budget-monitoring models and coordinates production of the formal monitoring report (i.e., dashboard reporting). 
• Assists department(s) in preparing proposals, provides input for forecasts and budgets and supporting information; explains policies and procedures; and provide recommendations. 
• Assists with special studies that require data compilation; analyzes and interprets information in oral and written presentations. 
• Monitors and stays abreast of current and proposed legislation as it relates to the industry. 
• Analyzes and performs research on current and past financial data performance and prepares reports and projections based on analysis. Identifies trends in financial performance and provide recommendations.

**MAY PERFORM OTHER DUTIES AS ASSIGNED**

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

SKILLS AND KNOWLEDGE

1. Significant experience with databases and spreadsheet programs and use of financial or accounting information systems.
2. In-depth knowledge of budgeting, forecasting and accounting. 
3. Knowledge of the principles and practices of business organization and management. 
4. Knowledge of the organization and functions of a business operation with emphasis on departments to which assigned. 
5. Ability to research, analyze, and evaluate proposed programs and expenditures. 
6. Ability to work with large amounts of data, interpret financial records, detect errors, and prepare financial reports. 
7. Ability to express ideas effectively orally and in writing. 
8. Ability to maintain effective working relationships with other employees.

WORK ENVIRONMENT
While performing the responsibilities of this position, the work environment characteristics listed below are representative of the environment the employee will encounter:

• Usual office working conditions.

PHYSICAL DEMANDS

• No physical exertion required. 
• Travel within or outside of state.
• Light work: Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force as frequently as needed to move objects.

TERMS OF EMPLOYMENT
Salary and benefits shall be paid consistent with CSUSA salary and benefit policy. Length of the work year and hours of employment shall be those established by Charter Schools USA.

FLSA OVERTIME CATEGORY

Job is exempt from the overtime provisions of the Fair Labor Standards Act.

EVALUATION
Performance will be evaluated in accordance with Charter Schools USA’s policy.

DECLARATION
The Charter Schools USA Human Resources Department retains the sole right and discretion to make changes to this job description. Any employee making changes unauthorized by Human Resources Department will be subject to disciplinary action up to and including termination.

JOB REQUIREMENTS:

• Bachelor’s degree from an accredited university with a degree in finance, accounting or other related field.
• Two (2) or more years of professional related experience in budgeting or accounting or any equivalent combination of education, experience, and training that provides the required knowledge, skills, and abilities.

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