Senior Financial Analyst

Job Identification: 1008385

Job Category: Professional - Other

Posting Date: 09/05/2024, 11:36 AM

Apply Before: 09/13/2024, 04:00 PM

Number of Openings: 1

Locations: 9150 E UNION AVE, GREENWOOD VILLAGE, CO, 80111, US

Department: Fiscal Services

Grade: PROTECH06

Tentative Start Date: 10/01/2024

Hours Per Day: 8

Days Per Year: 230

FTE: 1

Hard to Fill: No

FLSA: Exempt

SALARY SCHEDULE: Link to https://www.cherrycreekschools.org/Page/2906

Professional Technical Salary Schedule

PAY GRADE: Range 6

BENEFITS:

• Our employee benefits package includes medical insurance, dental insurance, vision insurance, health savings accounts, flexible spending accounts, life insurance, accidental death and dismemberment, long term disability, critical illness insurance, and accident insurance. Visit our website for full details.

SUPERVISOR:

• Director or designee.

SUMMARY:

Under the supervision of the Director, proactively conduct complex financial planning and analysis projects related to improving outcomes for students by designing cost-effectiveness and cost-benefit analyses of district resource expenditures and their impact on student achievement and district outcomes. This includes budget management, forecasting, monthly reporting of staffing levels, salary, FTE changes and actual to budget variance analysis. Support all levels of the District in the development and preparation of the District budget, school and department budgets, and associated documents. Assist in the development, control, and monitoring of the budget and evaluation of the District’s financial condition. Support schools and departments by providing guidance with budget issues and reporting from the Oracle system for budget and expenditure management. Maintain the integrity of the accounting system information, including the account code structure. Demonstrate professionalism in all work and communications. Must demonstrate ability to maintain confidentiality for issues pertaining to bargaining group negotiations, working with General Counsel, Superintendent, etc. Ability to interact and collaborate effectively across the District, but in particular with internal finance partners such as Accounting, Procurement and Accounts Payable.

DUTIES AND RESPONSIBILITIES:

Duties and assignments may vary based on building assignment, academic year, and school needs. The following frequencies and percentages of time spent are approximations only.

• Lead in developing and preparing district financial plans. Develop methods and procedures for budget and forecast preparation analysis and associated presentation. [Annually, 25%]
• Develop and assist with reports designed for executive quality presentation for leadership, schools, instructional departments, and support services providing information on spending versus budget data with appropriate level of detail about dollar and FTE variances. [Annually, 15%]
• Organize facts and data used to develop the budget and forecast projections. Arrange and prepare information using spreadsheet models. Establish, organize, and maintain files for budget and forecast development and documentation. Research as needed. This includes developing the annual Financial Plan and ISDB documents as requested by the Board of Education and associated public facing documents. [Annually, 10%]
• Work with Director and district leaders to develop prospective models that make effective use of student demographic data and budget systems to drive strategic resource allocation to multiple programs and initiatives. [Annually, 10%]
• Develop and continually refine current and multi-year revenue and expenditure projections to be used for planning and informing presentations to the Board of Education and other administrative leadership / school / community sessions. [Annually, 10%]
• Create and maintain master position management spreadsheet, track changes, and ensure proper budget source is utilized and position management procedures are adhered to. [Annually, 5%]
• Review and monitor school and department budgets with special focus on building relationships across the District and collaboratively investigate budget variances while facilitating solutions. Create, implement and maintain tools to help schools and departments track spending, and forecast estimated spending both in current and future years. [Annually, 5%]
• Assist in the development of procedure manuals and produce documents of a specialized nature for the department, including training documents. [Annually, 5%]
• Provide excellent customer service through a strategic financial relationship with site-level budget owners such as school principals, department directors and bookkeepers/office managers. [Annually, 5%]
• Design, research and evaluate return on investment of various educational models that can be utilized by the District. This includes models that allow educational leaders to access, manipulate, and analyze data to improve resource allocation decision-making. [Annually, 5%]
• Perform other related duties as assigned or requested. [Daily, 5%]

MINIMUM QUALIFICATIONS:

• Bachelor’s major/area of study in business, plus additional course work in a major pertinent to the position requirements (e.g., finance, statistics, accounting, etc.).
• Five (5) years of related experience.
• Advanced knowledge of complex analyses and modeling.
• Strong written and oral communication skills.
• Demonstrated passion for education.
• Knowledge of statistical software packages.
• Advanced Excel and PowerPoint skills.
• Experience with large data sets, queries, and experience creating and using financial models.
• Develop and maintain a high level of knowledge and skill of statistical analysis, programs and software needed for this position (e.g. Financial software, Data Management software).
• Ability to be flexible and adjust to changing priorities.
• Ability to work independently and collaboratively with others.
• Criminal background check and fingerprinting required for hire.

REQUIRED CERTIFICATES, LICENSES, AND REGISTRATIONS:

All certifications, licenses, and registrations must be valid and unexpired.

• N/A

PREFERRED QUALIFICATIONS:

• Master’s degree in business, business administration, finance or accounting.
• Experience working in public education.
• Experience working directly with people from diverse racial, ethnic, and socioeconomic backgrounds.
• Racially conscious and culturally competent with the skill, will, capacity, and knowledge to commit to a culture of continuous improvement.
• Ability to recognize the importance of safety in the workplace, follow safety rules, practice safe work habits, utilize appropriate safety equipment, and report unsafe conditions to the appropriate administrator.
• Ability to promote and follow the Board of Education policies, District policies, and building and department procedures, protocols, and guidelines.
• Impeccable attention to detail.

PHYSICAL AND MENTAL DEMANDS/WORK ENVIRONMENT:

• Moderate physical effort (lifting up to 25 pounds).
• Frequent bending, reaching, climbing.
• Eye/hand coordination (e.g., typing, ten key).
• Visual concentration on equipment.
• Concentrated reading/writing/mathematics.
• Normal office environment.

Last Updated: 2020/2021