Budget Analyst III

Summary The Budget Analyst III performs advanced budgetary analysis and financial management functions that are often complex in nature. This position works closely with school-based and administrative personnel to support budget development, monitoring, reporting, and fiscal management activities. The incumbent provides analytical expertise to ensure effective resources allocation, budget compliance, and informed financial decision-making.

Essential Duties

Coordinates and supports the annual budget development process, including forecasting, planning, timelines, and budget preparation Analyzes budgetary, financial, staffing, and historical data to develop projections, and recommendations for resource allocation and fiscal decision-making Reviews budget submissions for accuracy, completeness, compliance, and alignment with organizational objectives Monitors budget performance throughout fiscal year, identifies variances and discrepancies, and recommends corrective actions and budget amendments as needed Develops, maintains, and enhances budget processes procedures, forms, tools, and reporting systems to improve efficiency and accountability Provides training, technical assistance, and ongoing support to department leaders, school administrators, and budget managers regarding budget development and management practices Collaborates with Organizational Management and other departments to maintain position control and analyze salary and benefit impacts on operating budgets Coordinates Board-approved budget adjustments, reviews and processes budget transfers, and ensures compliance with established policies and procedures Prepares budget reports, analyses, presentations, and the annual Budget Book for executive leadership, governing boards, external agencies, and public stakeholders Maintains budget-related information on public platforms, including the budget website, and provides ad hoc financial analyses and reports as requested Assists with special projects and departmental assignments as needed Performs other related and cross-functional duties as assigned Required Education Bachelor’s Degree in Business Administration, Finance, or Accounting or Equivalent experience (2 years of similar work level experience = 1 year of college).

A combination of experience and education may be used to meet the Bachelors Degree requirement Certification/Licensure None required Experience Qualifications Minimum 5 years of experience in a finance-related position required; Experience in public school district budgeting preferred Knowledge/Skills/Abilities Thorough knowledge of budget development, financial management, forecasting, and budget administration practices applicable to public school districts Knowledge of local, state, and federal laws, regulations, and grant requirements governing school districts finance and budgeting Strong analytical and problem-solving skills with the ability to interpret complex financial, budgetary, and operational data and identify trends, risks, and opportunities Ability to apply critical thinking and sound judgement to develop recommendations and resolve budget-related issues Demonstrated ability to manage multiple projects, priorities, and deadlines in a fast-paced environment with a high degree of accuracy Proficiency in developing financial reports, forecasts, and budget models to support decision-making resource allocation Ability to establish and maintain effective working relationships with district leadership, school administrators, staff, external stakeholders, and diverse populations Strong organizational, customer service, and interpersonal skills Excellent written and verbal communication skills, including the ability to present complex financial information clearly and effectively Ability to provide training, guidance, and technical assistance related to budget processes, procedures, and financial systems Working Conditions Normal office environment Physical Demands Routine physical activity associated with normal office environment