Budget Analyst III

Summary

The Budget Analyst III performs advanced budgetary analysis and financial management functions that are often complex in nature. This position works closely with school-based and administrative personnel to support budget development, monitoring, reporting, and fiscal management activities. The incumbent provides analytical expertise to ensure effective resources allocation, budget compliance, and informed financial decision-making.

Essential Duties

Coordinates and supports the annual budget development process, including forecasting, planning, timelines, and budget preparation

Analyzes budgetary, financial, staffing, and historical data to develop projections, and recommendations for resource allocation and fiscal decision-making

Reviews budget submissions for accuracy, completeness, compliance, and alignment with organizational objectives

Monitors budget performance throughout fiscal year, identifies variances and discrepancies, and recommends corrective actions and budget amendments as needed

Develops, maintains, and enhances budget processes procedures, forms, tools, and reporting systems to improve efficiency and accountability

Provides training, technical assistance, and ongoing support to department leaders, school administrators, and budget managers regarding budget development and management practices

Collaborates with Organizational Management and other departments to maintain position control and analyze salary and benefit impacts on operating budgets

Coordinates Board-approved budget adjustments, reviews and processes budget transfers, and ensures compliance with established policies and procedures

Prepares budget reports, analyses, presentations, and the annual Budget Book for executive leadership, governing boards, external agencies, and public stakeholders

Maintains budget-related information on public platforms, including the budget website, and provides ad hoc financial analyses and reports as requested

Assists with special projects and departmental assignments as needed

Performs other related and cross-functional duties as assigned

Required Education

Bachelor’s Degree in Business Administration, Finance, or Accounting or Equivalent experience (2 years of similar work level experience = 1 year of college). A combination of experience and education may be used to meet the Bachelors Degree requirement

Certification/Licensure

None required

Experience Qualifications

Minimum 5 years of experience in a finance-related position required; Experience in public school district budgeting preferred

Knowledge/Skills/Abilities

Thorough knowledge of budget development, financial management, forecasting, and budget administration practices applicable to public school districts

Knowledge of local, state, and federal laws, regulations, and grant requirements governing school districts finance and budgeting

Strong analytical and problem-solving skills with the ability to interpret complex financial, budgetary, and operational data and identify trends, risks, and opportunities

Ability to apply critical thinking and sound judgement to develop recommendations and resolve budget-related issues

Demonstrated ability to manage multiple projects, priorities, and deadlines in a fast-paced environment with a high degree of accuracy

Proficiency in developing financial reports, forecasts, and budget models to support decision-making resource allocation

Ability to establish and maintain effective working relationships with district leadership, school administrators, staff, external stakeholders, and diverse populations

Strong organizational, customer service, and interpersonal skills

Excellent written and verbal communication skills, including the ability to present complex financial information clearly and effectively

Ability to provide training, guidance, and technical assistance related to budget processes, procedures, and financial systems

Working Conditions

Normal office environment

Physical Demands

Routine physical activity associated with normal office environment