Student Services Financial Analyst

STUDENT SERVICES FINANCIAL ASSISTANT

STUDENT SERVICES DEPARTMENT 1.0 FTE 12 month position

DEFINITION:

This position serves as financial assistant for the Student Services Department. Responsibilities include budget analysis and tracking; state and federal grant management; providing financial leadership to departmental staff; establishing and maintaining financial records and spreadsheet data bases; ad hoc analysis as required.

REPORTING RELATIONSHIPS:

Reports to Assistant Superintendent of Student Services

DUTIES AND RESPONSIBILITIES:

• Manages financial records for various local state and federal grants. Assists in preparing grant budgets and revisions; processes approved grant documents; sets up department financial tracking system; receives and verifies orders against grant expenditure parameters; processes purchase orders and prepares invoices for payment in Accounts Payable; maintains running budget balances for each grant; prepares annual grant activity reports; and maintains files.
• Manages accounting records for town special education nursing mental health 504 and MLL special education budgets and expenditures. Assists in preparing budgets and revisions; processes approved invoices; sets up department purchase order system; receives and verifies orders against budget expenditure parameters; processes purchase orders and prepares invoices for payment in Accounts Payable; maintains running budget balances for each department and account; and maintains files.
• Provide periodic analyses of budget lines over time for modeling purposes as requested.
• Maintains database of legal and mediated agreements monitoring settlements and payments. Monitor end dates of agreements.
• Prepares and codes timesheets for Payroll Department processing.
• Manages financial records for specific programs; processes and submits monthly expenditure claims for reimbursement of district funds; maintains files.
• Processes maintains and encumbers funds for negotiated contracts with outside agencies; processes bills and payments; maintains expenditure reports
• Develops procedures for departmental consistency in producing spreadsheets financial records and manipulating databases.
• Manages and tracks proportionate share expenditures. Reports proportionate share accounting for meetings with private schools and DESE compliance monitoring.
• Establish and monitor an MOU system with all department coordinators for purposes of tracking financials encumbering funds for IEP and ELL services and monitoring spending
• Monitor and encumber funds for all out of district students. Manage and enter circuit breaker data.

WORKING CONDITIONS:

Office environment; experiences frequent interruptions; expected to meet changing and variable deadlines; requires visual concentration on detail dexterity and precision. Extended periods of work on the computer.

Education & Experience:

Bachelors in Business preferred with general financial/accounting/business background and three years of experience in maintaining financial records. Knowledge of school district programs preferred but not required.

Knowledge Skills & Abilities:

• Ability to build and maintain accurate financial spreadsheets
• Effective written and oral communication skills.
• Ability to prepare detailed reports.
• Ability to reconcile account balances.
• Knowledge of data management software programs.
• Proficiency with Excel and other related applications
• Ability to set up and maintain an accurate filing system.
• Other related duties as assigned

Required Experience:

IC