Financial Operations Analyst - Strategic Resource Planning Department (2019-20)

Ref: TBD PENDING BOARD APPROVAL

TITLE:

Strategic Resource Planning Financial Operations Analyst

REPORTS TO:

Director, Strategic Resource Planning

DEPARTMENT:

Strategic Resource Planning

CLASSIFICATION:

Classified Management

FLSA:

Exempt

WORK YEAR/HOURS:

261 days / 7.5 days or duty days and hours as assigned

ISSUED:

Created: August 2019

SALARY GRADE:

ADCL 15

BASIC FUNCTION: Under the direct supervision of the Director of Strategic Resource Planning, the Financial Operations Analyst performs technical accounting and budget work involved with financial record keeping and the maintenance and statistical and analytical records for state, federal, and local programs. Confers with federal, state, county, and district representatives in the compilation and maintenance of financial reports; provides technical assistance to District personnel regarding accounting and budgeting policies, procedures, and requirements; compiles, prepares, and presents periodic financial information. Assist Oakland Unified School Fiscal Services Division with overseeing the administration and implementation of the Strategic Resource Planning budget and actual.

REPRESENTATIVE DUTIES: (Incumbent may perform any combination of the essential functions shown below. This position description is not intended to be an exhaustive list of all duties, knowledge, or abilities associated with this classification, but are intended to accurately reflect the principal job elements).

ESSENTIAL FUNCTIONS:

Analyze, prepare, and post journal entries as well as budget adjustments and transfers.

Reconcile and prepare various state and federal allocation distribution calculations.

Reconcile and prepare regular expenditures and revenue schedules for categorical programs.

Prepare and maintain various financial, narrative, and statistical reports related to the department's operation.

Organize, coordinate, and review assigned accounts payable programs in order to ensure compliance with federal and state laws, regulations, and codes

Process grant award letters and manage process and reporting.

Conduct a Budget-to-Actuals analysis for reports such as LCAP and other categorical programs.

Prepare and submit required local, state and federal fiscal reports.

Complete financial reports for audits and end of the year reporting.

Use computer technology and application software to develop, create, and manipulate databases, spreadsheets, word processing documents, and graphics for reports and presentations.

Keep current on state law affecting financial and reporting activities.

Ensure the propriety and legality of all financial transactions and disbursements.

Conduct regular, internal audits to ensure that expenditures comply with program; identify and resolve discrepancies.

Review revenues and expenditures for all grants and entitlements to ensure reports are prepared in accordance with grantor requirements, including review of budget, contracting terms, grant reporting and closeouts, as well as serving as a district-wide contact point for all federal, state, and local grants.

Provide cross-training to other staff members within the department.

Perform related duties as assigned.

QUALIFICATIONS:

The District determines whether a candidate is qualified based on fulfillment of prerequisites, relevant work experience, ability to perform the essential functions, reference checks, effective interpersonal and communication skills demonstrated by interview performance and/or writing samples, and achievement on performance-based assessments (if applicable) that demonstrate the candidate possesses the requisite knowledge, skills and abilities. Meeting prerequisites only satisfies the initial screening process and does not indicate the candidate is qualified to perform the essential functions of the position.

KNOWLEDGE OF:

Principles and practices of budgeting and accounting in California school districts

Principles of office management, systems analysis, and cost accounting

Legal, procedural, and reporting requirements in school district finance

California State Education Codes requiring district accountability

Mandated state and federal laws and regulations pertaining to compliance of state and federal education programs

District education initiatives, programs, and policies

Applicable laws, codes, regulations, policies and procedures

District organization, operations, policies and objectives

Policies, objectives and terminology of assigned programs

Instructional programs at all levels

Diversity, sensitivity and competence with regard to issues of race, learning or other ability, ethnicity, culture, religion, gender, socio-economic group, sexuality or other orientations or cultural markers

Correct English usage, grammar, spelling, vocabulary and punctuation

Efficient use of computer applications, including Microsoft Office Suite, in the financial report of budgetary and accounting transactions

ABILITIES TO:

Report out on the fiscal activities of the Local Control Funding Formula and categorical programs

Coordinate work with other districts and/or departments

Prepare, review, and evaluate complex financial data

Provide technical assistance to District personnel regarding accounting and budgeting policies

Participate in formulating and in carrying out policy decisions

Review existing and pending legislation related to procedural guidelines and the District finance programs and recommend origination, modification, or support of legislative measures

Maintain current knowledge of applicable provisions of applicable federal, State and District laws, rules and regulations

Read and interpret technical, legal, and professional literature

Communicate, interact and work effectively and cooperatively with people of diverse ethnic and educational backgrounds and a willingness to contribute to cultural diversity for educational enrichment

Meet all required schedules and timelines

Communicate effectively, orally, and in writing, with administrative, instructional, and operating personnel

Establish and foster effective working relationships with others

Train and build capacity of staff regarding the use of the Accounting System and Excel

Operate personal computer, related software, and other office equipment

Learn and have a positive attitude

PREREQUISITES

Bachelor Degree or its equivalency required (2 years of similar and relevant work level experience = 1 year of college) in Business Administration, Management, Finance, Accounting or closely related field is highly desirable. A combination of experience and education may be used to meet the Bachelor Degree requirement; however, the work experience years used to qualify for the Bachelor Degree requirement cannot be used to meet the work requirement.

Four (4) years of responsible professional accounting experience, preferably with an educational institution and including at least two years in a supervisory or administrative capacity

Knowledge of the legal and program requirements related to services for State and Federal programs

Masters in Business Administration, or Masters of Public Policy, preferred

Supplemental coursework in use of computer-based accounting applications desirable

California school district accounting preferred

Certified Public Accountant preferred

Valid California Driver's License, if applicable

PRE-EMPLOYMENT PROCESS:

Employment eligibility will include fingerprints, tuberculosis and/or other employment clearance

WORKING CONDITIONS

ENVIRONMENT:

Office and diverse school site environments; driving a vehicle to conduct work; fast-paced work; constant interruptions

PHYSICAL REQUIREMENTS:

Consistent mental alertness; sitting or standing for extended periods of time; lifting, carrying, pushing, and pulling objects up to 30 pounds, occasionally 30+ pounds; bending and twisting at the waist, reaching overhead, above the shoulders and horizontally; dexterity of both hands and fingers while performing duties; seeing to read, write and use the computer; hearing and speaking to exchange information, in person or on the telephone, and make presentations.

NON-DISCRIMINATION POLICY:

The Oakland Unified School District does not discriminate in any program, activity, or in employment on the basis of actual or perceived race, religion, color, national origin, ancestry, age, marital status, pregnancy, physical or mental disability, medical condition, genetic information, veteran status, gender, sex, or sexual orientation.



Primary Location: Strategic Resource Planning
Salary Range: $81,462.46 - $103,979.05 / Per Year
Shift Type: Full-Time

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