Fiscal Analyst I

CLASS TITLE: FISCAL ANALYST

In order to be considered for the position you will have to complete the Fiscal Analyst test. You will receive an invitation to the test when you submit your application.

Work Length: 8 hours per day

Days Worked: 260 Days

DEFINITION: Coordinate and perform complex, advanced-level accounting and budgeting duties requiring independent judgment and analysis related to district financial records and reports. Prepare various related reports as required for all district’s sources, and local oversight committee(s).

EXAMPLE OF DUTIES:

Coordinate and perform complex, advanced-level accounting and budget duties requiring independent judgment and analysis; maintain various financial records, ensure all related accounting entries and transfers are completed, and accounting records reconcile to respective reports

Assure compliance with various local, state and/or federal reporting requirements, guidelines, rules and regulations as well as district procedures and policies

Analyze complex, advanced-level technical accounting procedures; review and maintain records, and prepare reports.

Analyze advanced-level processes and procedures, and implement appropriate accounting systems.

Monitor assigned budgets to assure compliance, identify and rectify discrepancies, respond to questions, and provide detailed instructions.

Assist in year-end closing of district accounts and budget preparation.

Assist with training and cross-training.

Work with Accounting, Technology Information Services and Personnel to reconcile anomalies.

Perform monthly financial analysis and comparisons of program expenditures in relation to the approved budget; work closely and cooperatively with designated program managers and directors and site administrators to help prevent over-expenditures and advise them if a budget revision or reduction in expenditures is necessary.

Perform technical analyses to prepare parts of the annual program and/or district budgets.

Perform related duties as assigned.

DESIRABLE QUALIFICATIONS:

Training and Experience: A combination of training and experience equivalent to graduation from high school, two years of college level work in bookkeeping, accounting or a related field, three years clerical experience with an emphasis on the maintenance of fiscal records.

Knowledge of:

Bookkeeping and accounting principles and practices

Preparation of financial reports and schedules

Local, state and federal reporting and accounting guidelines, rules and regulations

Operation of a computer and related software

Modern office practices, procedures and equipment

Correct oral and written usage of English, grammar, spelling, punctuation, and composition

Skill in:

All phases of financial record keeping

Preparing financial reports according to established guidelines

Analyzing and interpreting complex financial data

Meeting schedules and timelines

Communicating effectively both orally and in writing

Ability to:

Read, interpret, apply and explain rules, policies, procedures and regulations

Coordinate and perform complex, advanced-level accounting and budget duties

Analyze and interpret complex fiscal records and documents

Operate a ten-key calculator

Research, analyze, compile and verify data, and prepare accurate and complete financial reports

Establish and maintain cooperative working relationships

Compose correspondence and written material independently

License and Certificates:

A valid California driver’s license

DIABLO UNIFIED SCHOOL DISTRICT Board Approved 9-13-05

CST, Range 525