General Job Function:     

The basic function of the Finance and Budget Specialist is to provide support of the management team in a variety of operational decisions including training, program/grants management, and budget management.

 Education/Training/Experience: 

Bachelor’s degree in Accounting, Finance, Business Administration or Business Management

 5+ year’s increasingly responsible experience in applying business concepts.

Knowledge/Skills and Abilities:

To perform the job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skills, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.

1. Must have experience and knowledge on all modules within the Visions Accounting System Software, OBMS, and NMPSIA.

1. Advanced technical knowledge of school finance, budgeting and accounting systems.
2. Working knowledge of financial applications and governmental accounting.
3. Strong communication, public relations and interpersonal skills. 
4. Ability to use personal computer and software to develop spreadsheets and perform data analysis. 
5. Ability to interpret and apply regulation, policy, and procedures. 
6. Ability to identify and correct weaknesses in system controls.

8. Ability to manage personnel and coordinate functions of the Finance Department.

Resources Used in Performing Job Include (but are not limited to):

Standard office equipment and vehicle for district travel. A district car may be used or if the employee uses his/her own vehicle mileage reimbursement is available.

Physical/Cognitive Requirements:

Regularly required to walk, talk and listen.   Frequently is required to stand and sit. Required to use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and stoop, kneel, crouch, or crawl.  Specific vision abilities required by this job include close vision, distance vision, and depth perception. Light lifting at times.

Environmental Conditions:

Frequent travel between schools and offices. The noise level in this position varies.  When visiting a building the noise level may be loud; in the office, quiet and at meetings moderate. Heavy telephone contact and meeting schedule. Dealings with people may include individuals who are distraught, angry or hostile.

Essential Job Functions:

1. The successful candidate will be responsible for processing requests for reimbursements (RFRs) budget adjustment requests (BARs), assisting in the development, implementation, and monitoring of district budgets.
2. Responsible for looking at the district’s processes and assist the Manager of Business Services in evaluating the accounting procedures, systems and controls for the District and to provide recommendations for improvements in design and implementation and maintenance.
3. The successful candidate will work closely with all staff to ensure the implementation of procedures established to ensure compliance with federal and state law and local board policy.
4. Responsible for creating and establishing a systematic approach to building and maintaining the District’s multitude of Budgets. The position will require meeting with the Chief Financial and Operations Officer, Manager of Business Services, Principals, Coordinators, Head Teachers and any other Personnel responsible for maintaining a budget to assist them with compiling their budget and to assist them with the planning and development of long and short-range goals. 
5. Responsible for closely working with the Directors of each program to provide assistance in complying with the rules and regulations of their grants. The position will require managing and supporting all grants, identifying and developing strategies to optimize the grants administration process; inform all relevant staff of upcoming deadlines and deliverables. Provide necessary reports to the Chief Financial and Operations Officer, Directors, Administration or Public Education Department (PED) as requested.  The Specialist will be responsible for working with the Directors in completing and submitting all necessary BARs and RFRs.  This position will require close work with the Public Education Department.
6. Responsible for monitoring general ledger monthly by reconciling the general ledger which means that individual accounts within the general ledger are being reviewed to ensure that the source documents match the balances shown in each account.
7. Responsible for reviewing all adjusting journal entries recorded in the accounts within the periods for appropriateness and making necessary adjusting journal entries.
8. Assist the Chief Financial and Operations Officer and/or Manager of Business Services with other duties as assigned.

Personal Accountability:

1. Demonstrates reliability as evidenced by attendance records and punctuality.
2. Properly notifies supervisor and/or designee of absences or tardiness.
3. Begins and completes work within the allotted time.
4. Consistently appears in attire appropriate to the work environment.
5. Demonstrates skill in the use of equipment including its capabilities, limitations and appropriate/special application,
6. Protects the District’s resources through appropriate and careful use of supplies and equipment.
7. Utilizes appropriate body mechanics to aid in the prevention of muscle strain/injury.