Financial Analyst

Class Code: 7181

CLASS TITLE: FINANCIAL ANALYST

BASIC FUNCTION:

Perform quantitative analyses necessary to prepare various financial statements and reports for management planning, control and decision-making purposes for assigned area; assure the program or District's financial status as to budget allocations and receipts and disbursements; responsible for the preparation and financial accounting of assigned programs of the District.

REPRESENTATIVE DUTIES:

• Maintain the financial records for assigned programs and activities, making appropriate journal and general ledger entries and preparing appropriate journal and general ledger entries and preparing appropriate accounting reports and financial statements for long- and short-term strategic planning.
• Reconcile district bank statements monthly.
• Assist with cash receipts daily postings and serve as lead for accounts payable processing.
• Plan, develop, and monitor related management information systems. Train personnel in the operation of management information systems.
• Prepare various finance statements for assigned activity such as monthly statements on a comparison of budget allocation to actual expenditures.
• Serve as a backup for Payroll Clerk in the event of an absence or leave.
• Assist Internal Audit with audits as assigned; assist Budget Office in estimating portions of the overall District budget.
• Prepare financial analysis of revenues and expenditures and compare to other school districts in State and out of the state as assigned.
• Perform related duties as assigned.

KNOWLEDGE AND ABILITIES:

KNOWLEDGE OF:

• Accounting, budgeting and auditing principles, practices and procedures.
• Financial and statistical record-keeping techniques.
• Preparation of comprehensive accounting reports.
• Modern office practices, procedures and equipment.
• Applicable sections of Kentucky Administrative Regulations and other applicable laws.
• Interpersonal skills using tact, patience and courtesy.
• Operation of a computer terminal.
• District organization, operations, policies and objectives.
• Oral and written communication skills.
• Correct English usage, grammar, spelling, punctuation and vocabulary.

ABILITY TO:

• Plan, organize, supervise and participate in financial and statistical record keeping activities.
• Train, supervise and evaluate assigned personnel.
• Maintain and audit fiscal records and accounts in a school district.
• Perform difficult and complex accounting work in the preparation, maintenance and review of District financial records, accounts and reports
• Assure compliance with applicable District policies, procedures and governmental regulations.
• Apply applicable sections of Kentucky Administrative Regulations and other applicable laws.
• Balance accounts and reconcile bank statements.
• Interpret, apply and explain rules, regulations, policies, procedures and governmental regulations.
• Operate a variety of office equipment such a computer terminal, calculator, typewriter, microfiche viewer and copier.
• Establish and maintain cooperative and effective working relationships with others.
• Analyze situations accurately and adopt an effective course of action.
• Meet schedules and time lines.
• Communicate effectively both orally and in writing.
• Work independently with little direction.
• Plan and organize work.
• Coordinate and monitor clerical accounting assignments and activities.

EDUCATION AND EXPERIENCE:

Any combination equivalent to: bachelor's degree (required) and three years professional experience in a school business setting or a related field. C.P.A. Credentials preferred for the position.

LICENSES AND OTHER REQUIREMENTS:

Valid Kentucky Driver’s License.

EVALUATION:

Performance of this job will be evaluated in accordance with provisions of the Board’s policy on Evaluation of Classified Personnel.

PHYSICAL DEMANDS:

Standing/Walking: Occasional (up to 1/3 of work day)

Sitting: Repetitive (? or more of work day)

Handle/Finger/Feel: Frequent (1/3 to 2/3 of work day)

Reach/Push/Pull: Occasional (up to ? of work day)

Bend/Stoop/Crouch: Seldom/Rare

Kneel/Crawl: Seldom/Rare

Climb/Balance: Seldom/Rare

Lift/Carry-

Up to 10 lbs.: Occasional (up to 1/3 of work day)

Up to 20 lbs.: Occasional (up to 1/3 of work day)

Up to 50 lbs.: Seldom/Rare

Up to 100 lbs.: Seldom/Rare

Over 100 lbs.: Seldom/Rare

The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this job classification. These statements are not intended to be a complete list of responsibilities, duties and skills required of personnel so assigned. Responsibilities and duties assigned are at the discretion of the supervisor.

I have read and understand the terms set forth in this job description.

Signature of Employee ____________________________________

Date Signed ______________________