Facility Bond Analyst I

POSITION TITLE (Oracle title)

FACILITY BOND ANALYST I

WORKING TITLE

Facility Bond Analyst I

SCHOOL/DEPARTMENT

Finance

LOCATION

Crossroads III Cary NC

PAY GRADE

Noncertified Grade 28

FLSA STATUS

Nonexempt

ELIGIBILITY FOR EMPLOYMENT CONTRACT

No

WORK WEEK SCHEDULE

Monday-Friday (occasional evenings and weekends) Position is available for a Hybrid Telework workweek

POSITION PURPOSE:

Conducts comprehensive analysis verification coordination and reconciliation of assigned project budgets to optimize resource allocation and ensure strict adherence to local state and federal fiscal regulations. Interprets and applies specific rules and regulations governing the processing of fiscal documents maintenance of financial records and preparation of fiscal reports. Collaborates closely with project managers administrators supervisors and directors to ensure fiscal compliance and effective budget management for each project.

MINIMUM QUALIFICATIONS:

KNOWLEDGE SKILLS AND ABILITIES (KSAs)

• Extensive knowledge and understanding of accounting practices and generally accepted accounting principles (GAAP);
• Considerable knowledge of Microsoft Office specifically Microsoft Word Excel Power Point; Google Apps;
• Excellent organizational skills;
• Strong critical thinking analytical and problem-solving skills with a high level of accuracy and attention to detail;
• Skilled in operating accounting systems including data management research and problem resolution;
• Proficient in creating and processing contracts related to purchase orders with strong skills in budget procedures accounting purchasing and procurement;
• Ability to learn and research new concepts analyze relevant facts make sound recommendations and integrate approved recommendations into daily operation;
• Ability to demonstrate independent initiative in performing assignments exercising judgment in the absence of clear directives;
• Ability to communicate clearly and concisely both in oral and written form using a variety of communication techniques and tools to ensure the appropriate flow of information collaborative efforts and feedback;
• Ability to establish and maintain effective working relationships with school system staff staff members of external funding agencies and the community.

EDUCATION TRAINING AND EXPERIENCE

• Bachelors degree in business accounting or closely related field;
• Experience in finance accounting or budgeting;
• An equivalent combination of education and relevant experience sufficient to successfully perform the essential duties of the job.

CERTIFICATION AND LICENSE REQUIREMENTS

• Must hold and maintain a valid motor vehicle operators license according to the State of NC requirements.

PREFERRED QUALIFICATIONS:

• Knowledge of Wake County Public School System (WCPSS) financial systems and processes;
• Experience working with Oracle-based accounting systems;

• Experience with Audit Command Language (ACL) or other data mining tool;
• Experience with project management software (Kahua Primavera Contract Manager Maximo);
• Experience analyzing construction service proposals and bid documents.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Directs the maintenance and reconciliation of building program-related requisitions pay applications deposits purchase orders amendments and liquidations for bond projects.
2. Leads the accurate recording and reconciliation of sales tax for each contract ensuring the school district receives its sales tax reimbursement.
3. Conducts comprehensive analysis and research on the fiscal history of the building program encompassing a wide array of projects and multi-year appropriations to inform strategic financial decisions.
4. Leverages WCPSS Project Management Software (Kahua) to review contracts and financial documents advising project managers on necessary updates and ensuring that all fiscal documents in DocuSign align with contracts and change orders. Ensures change proposals/orders comply with WCPSS Board Policy thereby preserving contract integrity.
5. Provides expert guidance to project managers facility planners and CIP staff on Board policies and procedures ensuring adherence to fiscal compliance.
6. Reconciles CIP project budgets with financial resolutions and budget amendments approved by the Board of Education and Wake County Board of Commissioners ensuring alignment with fiscal plans.
7. Generates and oversees the tracking of financial construction documents and purchase order amendments to manage contract amounts effectively.
8. Administers the bi-monthly processing of contractor and project payments collaborating with project managers and vendors to resolve issues promptly adhering to the accounting county bond release calendar.
9. Prepares processes and analyzes monthly budget reports providing critical insights for management decision-making and periodic reporting to internal and external agencies.
10. Performs other related duties as assigned.

WORK ENVIRONMENT/PHYSICAL REQUIREMENTS

This job operates in a professional office environment and has a noise level of mostly low to moderate. This role routinely uses standard office equipment such as computers scanners and copiers. The position at times must be able to come into direct contact with school system staff students and the public. Work is considered light physical work requiring the exertion of up to ten pounds of force. The work occasionally requires driving automotive equipment.

EFFECTIVE DATE: 2/2025

DISCLAIMER: The above statements are intended to describe the general purpose and responsibilities assigned to this position. They are not intended to contain or be interpreted as a comprehensive inventory of all duties responsibilities and skills required by the employees assigned to this position. This description may be revised by HR and approved at any time