ISD Financial Analyst

Chapel Hill-Carrboro City Schools is seeking a Financial Analyst to manage various complex fiscal and budgetary duties. The role involves maintaining financial databases, generating budgetary reports, and ensuring accurate financial reporting while supporting the administrative functions of the department.

What you'll do:

• Establishes and maintains financial databases, spreadsheets, and daily balances for all categorical fund expenditures, staff development/travel reimbursements, payroll by budget code, school, program area, and description of items ordered for departmental planning, management purposes, and federal audit requirements
• Develops financial plans and reports using a variety of mathematical skills; summarizes fiscal and budgetary information; prepares charts, graphs, and reports required for annual application for State and Federal categorical funds
• Reconciles monthly reports from Finance for multiple categorical budget codes to verify the accuracy of transactions and takes appropriate steps to make corrections as needed to ensure that Federal and State funds are utilized to total capacity while within annual allotments
• Assists in monitoring departmental or program budgets, gathers pertinent data, analyzes requests, and processes technical information. This includes analyzing trends and evaluating expenditures to make recommendations
• Assists leaders by preparing budget transfer requests to ensure sufficient funds for expenditures are in the appropriate budget line. Submits budget transfer requests to Finance. Summarizes data from various budget codes into comprehensive reports with limited instructions as required for auditing purposes of categorical funds and continued funding
• Develops automated reporting and forecasting tools
• Work closely with the budget/finance division team to ensure accurate financial reporting and manage data spreadsheets for all expenditures, including preparing documents for review
• Guide process through CHCCS policies and procedures for equitable fiscal stewardship
• Reviews/audits payments on vendor accounts processed by accounts payable. Verifies vendor information, invoice data, and account codes
• Prepares appropriate documents, including requisitions, quotes, etc., for purchasing materials, supplies, and equipment according to applicable laws, rules, procedures, and regulations of the State of North Carolina and the CHCCS Board of Education. ? Maintain a robust financial analysis
• Audits for budget code errors, contacting appropriate staff in Finance for corrections as needed to reconcile existing transactions through cross-referencing payroll and purchases
• Conduct comparable analysis to support internal finances

What they're looking for:

• Associate's degree in business administration, accounting, or related discipline; or equivalent combination of training and experience
• 0-3+ years of business finance or other relevant experience
• Advanced knowledge and strong fluency with Word processing and Excel formulas and functions
• Strong equitable analytical and data-gathering skills
• Self-starter with excellent interpersonal communication and problem-solving skills
• Ability to multitask, prioritize responsibilities, and work independently
• Ability to communicate effectively with excellent verbal and written communication skills
• Ability to function independently while working in a highly collaborative environment as an effective team player
• Ability to think strategically, identify, and equitably solve problems
• A desire to learn and a commitment to excellence
• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA, and other federal, state, and local standards, including meeting qualitative and/or quantitative productivity standards
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA, and other federal, state, and local standards