Financial Management Analyst I

Eugene, OR, US
Jan 10, 2019
Under direct supervision, compiles and analyzes financial information, develops integrated revenue and expense analyses, projections, and reports; creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately; identifies trends and presents findings to supervisor; participates in developing the district's annual budget, and performs reconciliation of internal accounts. 

Essential Functions:
  • Evaluates financial reports such as income statements, cash flow statements and balance sheets. 
  • Assists decision-making process by finance team and operations 
  • Prepares and presents data analysis reports and interpretations in a clear way. 
  • Prepares monthly analysis and research of actual vs. projection vs. budget for schools and departments. 
  • Collaboratively fosters relationships district-wide to develop, drive, and sustain standardized finance processes, procedures, budgeting, staffing and reporting requirements. 
  • Prepares financial reports to monitor the performance of areas such as labor cost, direct cost, and expenses.  
  • Processes month-end accounting close or budget progress. 
  • Collects and generates information from multiple sources to process monthly invoices. 
  • Maintains all records and reports necessary to comply with financial, district and board policies and procedures, as well as records and reports necessary for external reporting.  
  • Serves as key member of the budget team: assists with the development of budget guidelines and budgets, enters information into the budget system, prepares budget reports, and participates in the production of the budget document. 
  • Assists in the preparation of the long-term financial forecast. 
  • Prepares annual projections and reports for the Oregon Department of Education.  
  • Assists in budget implementation by providing support to school staffing process.  
  • Monitors hiring of positions relative to budget (position control) for schools and departments. 
  • Analyzes historical and actual financial data for several departments on an ongoing basis. Models and projects department expenditures. 
  • Performs fiscal functions of the district's charter school program. 



Required Knowledge, Skills and Abilities:
  • Ability to work with confidential financial data and maintain confidential information.  
  • Ability to communicate (both verbal and written) effectively with others 
  • Ability to exercise sound judgment. 
  • Ability to learn quickly and adapt to new situations and interface with diverse internal and external stakeholders. 
  • Ability to establish and maintain positive working relationships with internal and external stakeholders; interpret and explain complex rules, regulations, policies and procedures. 
  • Ability to conduct research, retrieve and organize data to prepare reports and financial documentation. 
  • Ability to use online payroll and accounting systems applications.  
  • Ability to effectively coordinate activities and accomplish goals. 
  • Ability to handle multiple priorities from many different sources and levels of management and meet deadlines.  
  • Excellent oral and written communication skills and organizational skills. 
  • Must be proactive and self-starter.
  • Experience differentiating practices for diverse populations.
  • Ability to work effectively and collaboratively with diverse students, staff, and community populations.

Minimum Qualifications:
  • BS or BA in Finance, Accounting, or related field. 

  • Two (2) to five (5) years related experience in finance and accounting and/or any combination of education and training which demonstrates ability to perform the duties as described. 
  • Strong working knowledge of spreadsheet and data base software required.
  • Bilingual proficiency and/or multicultural experience strongly preferred.

Additional Information:
Complete application in its entirety.  Incomplete applications will not be accepted or processed, there are no exceptions.

We do not accept walk-in, faxed, or applications via mail.  All applications must be submitted using the GovermentJobs website.  It is your responsibility to submit a complete application.  Submitting an application does not guarantee any candidate an interview.  Candidates are interviewed by appointment only.  If you apply to more than one job, an application is required for EACH job posting.

ALL required documentation must be scanned and attached in order to submit an online application.
Required documents for this posting are:
  • Cover Letter
  • Resume
  • Three (3) letters of recommendation.  Must be from the last 2 years and one letter must be from a supervisor.
Upon offer of employment applicants must obtain a fingerprint clearance from the Oregon State Police Department and the FBI through a process authorized by the Eugene School District 4J.  Applicants would be responsible for the one-time fingerprint clearance fee.
An Affirmative Action / Equal Opportunity Employer

The Eugene School District 4J does not discriminate on the basis of race, color, religion, ancestry, national origin, disability, gender or sexual orientation in admission or access to the treatment of employment in its programs and activities as required by state and federal law.  If you have any complaints, please contact the HR Department at (541) 790-7670.

It is the District's policy to provide qualifying veterans and disabled veterans with preference in employment in accordance with applicable law.  Applicants wishing to claim veterans' preference must provide the following military documents verifying their eligibility:
Veterans : A copy of the applicant's Certificate of Release or Discharge from Active Duty (a federal DD Form 214 or 215), which shows character of service upon discharge OR a letter from the U.S. Department of Veterans Affairs indicating the applicant receives a non-service connected pension.
Disabled Veterans : A copy of the applicant's Certificate of Release or Discharge from Active Duty (a federal DD Form 214 or 215), which shows character of service upon discharge AND a copy of the applicants veteran's disability preference letter from the U.S. Department of Veterans Affairs (unless the information is included on the DD Form 214 or 215).
For veterans' preference to apply, the required military documents must be submitted to the District at the time of application submission.