Position Title: Financial Analyst
Reports to: Assistant Director of Finance
FLSA Status: Exempt Union: SCO
TERMS OF EMPLOYMENT: 12 month position. 40 hours per week (8:00am - 4:30pm) Salary Schedule and benefits according to non-bargained staff agreements. $65,000 - $75,000 salary
This position is accountable, under the direction of the Assistant Director of Finance and in
accordance with appropriate statutes, regulations, and School Committee policy, to serve the district
in all budgetary related matters.
The Financial Analyst reports directly to, and works with, the Assistant Director of Finance. The
incumbent is responsible for general oversight and support of the school department’s operating
budget throughout the fiscal year. This includes, but is not limited to, the following functions: budget
development, budget projections, budget tracking, on-boarding process review and execution, accrual
balance administration, expenditure coding review, chart of accounts maintenance/monitoring,
ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Assist with the development of cost projections for district staffing and expense budgets
across all programs, buildings, budget centers, and funding sources, as part of supporting the
annual budget development process for the district’s operating budget.
2. Periodically review to ensure all staffing positions are correctly coded to appropriate general
ledger accounts. Recommend any changes needed with the general ledger to more accurately
capture expenditures in accordance with DESE.
3. Monitor and track personnel budget throughout the fiscal year by working with Assistant
Director of Finance, School Payroll Specialist, and School Human Resources.
4. Monitor staff turnover, lane changes, vacancies, leaves of absence in coordination with Payroll
Specialist/Supervisor and School Human Resources to quantify and track budget impact
regularly throughout the fiscal year. Make budget recommendations based on trends.
5. Provide support to the Assistant Director with monthly budget forecasting to monitor the
financial health of the District.
6. Assist Assistant Director and Assistant Superintendent with annual budget development
process. Implement strong financial management controls over the district’s operating budget.
7. Regularly monitor annual school budget when processing hiring paperwork to ensure all hiring
is compliant with the approved budget (i.e. Position Control) and collective bargaining
8. Continuously research, identify, and implement process improvements to better leverage
technology use in the District and streamline functions related to this position.
9. Administer district accruals (i.e. sick, personal, vacation, bereavement, religious) for all
employees in accordance with collective bargaining agreements and individual employment
contracts. Compile accrual usage upon completion of fiscal year to collaborate with School
Human Resources for state attendance reporting requirements.
10. Optimize accruals management for streamlined processing and increased accuracy and
accountability. Ensure that all employees are promptly and accurately provided with accrual
allotments. Regularly review and audit entries to determine if process is accountable. Serve as
the Department point person for all accrual related concerns and questions.
11. Manage district’s electronic timekeeping system (NOVAtime). Serve as the point person for the
Department on questions related to NOVAtime setup, access, permissions, reporting, and
overall use. Ensure all new hires are provided access timely to submit timesheets for payment
by the District.
12. Process hiring paperwork completed by School Human Resources, review for completeness
and accuracy with pertinent collective bargaining agreements. Identify issues and recommend
solutions to promptly rectify concerns.
13. Ensure employee setup in accounting system (MUNIS) completed with highest levels of
14. Collaborate with Payroll Specialist on process improvements to streamline the hiring process
and ensure accuracy.
15. Function as back-up support to Payroll Specialist as necessary.
16. Respond to finance and budget related inquiries and requests from district leadership,
principals, department heads, and district support staff.
17. Provide assistance to the Assistant Director and Assistant Superintendent with the preparation
of quarterly financial status reports to School Committee and other financial reports as needed
for senior management, program administrators, boards, and committees.
18. Analyze financial and budget related matters and conduct research as necessary. Provide
analytical support for the development and review of programs and policies affecting the
19. Assist with completion of DESE End of Year Report.
20. Perform special projects and other related duties as required and directed by the Assistant
MINIMUM EDUCATION & EXPERIENCE:
Bachelor’s degree in Finance or a related field and/or at least three years finance/budget or related
experience required. Experience working in a school district preferred.
? Principles and practices of public administration
? Principles and practices of financial accounting and reporting
? Microsoft products, particularly very strong Excel skills
? Pertinent Federal, State and local laws, codes and regulations
? Modern office procedures, equipment and computers
? Principles and procedures of confidential record keeping
? Work independently and exercise judgment
? Multi-task and prioritize efforts in a fast-paced environment with highest levels of accuracy
? Communicate clearly and concisely, both orally and in writing, and maintain effective
? Compile, manipulate, and analyze substantial amounts of financial data with highest levels of
accuracy and attention to detail
? Prepare financial modeling/projections to provide recommendations and support financial
decision-making for the district
? Exercise discretion with sensitive information
? Operate computer and various software programs necessary for performing assigned duties
? Understand and develop processes and structures related to financial management
? Maintain accurate print and electronic records
The physical demands listed are representative of those that must be met by the employee to
successfully perform the essential functions of this job. Reasonable accommodation may be made to
enable individuals with disabilities to perform the essential functions of the job.
In performing the duties of this job, the employee is frequently required to talk, hear, sit, walk, bend,
or stoop, and reach. The employee routinely lifts and carries up to twenty-five (25) pounds. Specific
vision abilities required by this job include close vision, distance vision, peripheral vision, depth
perception, color vision, and the ability to adjust focus. The employee will routinely be required to
discern numerous oral communications from multiple parties within a variety of meeting settings.
Experience and commitment to working in a racially and culturally diverse teaching and learning
Applicants for employment are considered without regard to age, physical, mental or psychiatric
disability, genetics, race, religion, sex, sexual orientation, gender identity, marital status, national
origin, or military status.