POSITION TITLE (Oracle title)

DEPARTMENTAL BUDGET ANALYST

WORKING TITLE

Magnet Schools Assistance Programs (MSAP) Budget Analyst

SCHOOL/DEPARTMENT

Magnet and Curriculum Enhancement Programs

LOCATION

Crossroads I, Cary, NC

PAY GRADE

Noncertified Grade 25

FLSA STATUS

Nonexempt

ELIGIBILITY FOR EMPLOYMENT CONTRACT

No

WORK WEEK SCHEDULE

Monday-Friday (occasional evenings or weekends)

POSITION PURPOSE:

Analyzes, verifies, coordinates, and reconciles MSAP budgets to ensure the maximized use of resources; complies with local, state, and federal fiscal requirements.  Focuses on compiling and generating data relevant to program development and budget accountability. Collaborates with teachers, administrators, vendors, and the school system's Purchasing and Budget departments to track encumbrances and invoices to facilitate the reconciliation of accounts and to ensure effective use of resources to improve student performance.  The positions are grant funded and are expected to end March 30, 2026; however, grant funding is subject to renewal on an annual basis.

MINIMUM QUALIFICATIONS: 

KNOWLEDGE, SKILLS, AND ABILITIES (KSAs)

• Considerable knowledge of generally accepted accounting practices and principles;
• Considerable knowledge of working with contracts;
• Considerable knowledge of Microsoft Office specifically Word and Excel;
• Strong skills in budget, purchasing, and procurement procedures;
• Critical thinking and problem-solving skills;
• Ability to communicate clearly and concisely both in oral and written form using a variety of communication techniques and tools to ensure the appropriate flow of information, collaborative efforts, and feedback;
• Ability to operate accounting systems for data management, problem resolution, and information research;
• Ability to meet deadlines;
• Ability to proofread documents and prepare clear and comprehensive reports;
• Ability to exercise independent initiative to perform both original and recurring assignments, and exercise judgment in the absence of clear directives;
• Ability to establish and maintain effective working relationships with school system staff, external agencies, vendors, and the community.

EDUCATION, TRAINING, AND EXPERIENCE

• Associate’s degree from a regionally accredited college or university in business, accounting, or related field; AND
• Five years of experience in finance, accounting, or related field; OR
• An equivalent combination of education and relevant experience sufficient to successfully perform the essential duties of the job.

CERTIFICATION AND LICENSE REQUIREMENTS

None

PREFERRED QUALIFICATIONS:

• Bachelor’s degree from a regionally accredited college or university in business or accounting;
• Knowledge of Wake County Public School System (WCPSS) financial systems and processes;
• Experience working with Oracle based accounting systems.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Analyzes, verifies, coordinates, and reconciles MSAP budgets to ensure the maximized use of resources; complies with local, state, and federal fiscal requirements. 
2. Collaborates with teachers, administrators, vendors, and the school system's Purchasing and Budget departments to track encumbrances and invoices to facilitate the reconciliation of accounts and to ensure effective use of resources to improve student performance.
3. Initiates, prepares, and processes all budget-related transactions (e.g., transfers, amendments, purchase orders, travel, direct pays, etc.) including obtaining the budget manager’s signature, verifying available balances, identifying new account codes, resolving discrepancies, assigning transaction numbers, verifying data, distributing documents, and maintaining a file of all transactions.
4. Assists the Senior Administrator in the preparation and tracking of contracts and applicable routing documents; including the purchase order requisition and required certifications.
5. Reviews MSAP related contracts to ensure compliance with local, state, and federal laws and regulations.
6. Prepares, processes, and analyzes budget reports on a monthly basis for department administrators as well as reports for internal and external agencies.
7. Reconciles all MSAP account activity with Oracle general ledger.
8. Assists in the preparation of budget development materials.
9. Performs all duties and responsibilities in accordance with WCPSS Finance Manual standards, Board of Education policies, and state and federal laws and regulations.
10. Performs other related duties, as assigned.

WORK ENVIRONMENT/PHYSICAL REQUIREMENTS

This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, scanners, and copiers. The position, at times, must be able to come into direct contact with school system staff, staff members of external agencies, and the community. Work is considered light physical work, requiring the exertion of up to ten pounds of force.

EFFECTIVE DATE:  10/2023

DISCLAIMER:  The above statements are intended to describe the general purpose and responsibilities assigned to this position.  They are not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and skills required by the employees assigned to this position.  This description may be revised by HR and approved at any time.