Senior Finance Analyst

Lake Mountain School District Senior Finance Analyst

This job will close on 08/04/26 at 11:59 pm. You are responsible to submit your application by the deadline.

Purpose Statement

The job of SENIOR FINANCE ANALYST is done for the purpose of monitoring the financial activities of the District to ensure they meet the fiscal policies, practices, regulations and other compliance requirements; maintaining the general ledger; implementing processes to administer budget functions; assisting with the preparation of annual financial statements; assisting schools and departments in maintaining accurate account balances, making efficient use of financial resources and providing required financial information; providing guidance and recommendations to school site personnel in managing their financial operations, collaborating with state regulatory agencies and providing reports and recommendations to the administration. This Job reports to the Assistant Director of Finance. The start date will be July 1, 2027.

Essential Functions

• Act as liaison between school secretaries and department and banking institutions for the purpose of resolving various software support platforms and banking payment gateway issues.
• Analyzes school financial reports and related information for the purpose of identifying potential budget variances; developing internal controls; and identifying training needs.
• Assists external auditors for the purpose of providing requested supporting documentation, information on internal processes, and/or coordinating activities in support of the audit process.
• Assumes responsibility for a wide variety of accounting projects as assigned (e.g. reconciling investment accounts, development of district internal controls, reviewing expenditures of specific programs, etc.) for the purpose of providing key support to other department staff and meeting the department's objectives.
• Audits district and school accounting procedures for the purpose of assuring the financial activities are in compliance with Generally Accepted Accounting Principles (GAAP) and school accounting requirements.
• Compiles annual school budget reports for the purpose of addressing state reporting requirements.
• Creates and maintains general ledger accounts, electronic approval chains, account security and user accounts for the purpose of monitoring and maintaining appropriate use and security of accounts and systems.
• Develops reporting processes, procedures and internal controls for student fund accounting for the purpose of assuring the school financial processes are conducted in accordance with established standards, provide accurate information and are managed efficiently.
• Maintains accounting and internal control policies and procedures for the purpose of assuring staff are complying with established procedures and maintaining accurate accounting records; and/or identifying corrective actions to reinforce proper procedures to minimize negative audit findings.
• Monitors accounting software applications systems for proper functionality (e.g. identifying software issues for collaboration with technology staff, installation of software and updates, etc.) for the purpose of assuring software applications support the required accounting functions.
• Participates in unit meetings, in-service training, workshops, etc. for the purpose of conveying and/or gathering information required to perform job functions.
• Prepares reports and related documents (e.g. audit reports, year-end state reports, annual comprehensive financial report, secondary schools quarterly sales tax return, etc.) for the purpose of documenting audit activities and findings; conveying information to District Audit Committee; maintaining compliance with state reporting requirements.
• Provides technical expertise, training and direction to school site staff and administration regarding accounting issues and related financial activities (e.g. individual and monthly group trainings, policy and procedures discussions; develop and distribute instruction manuals, financial handbooks, instructional videos;, etc.) for the purpose of conveying pertinent and current information regarding the District's financial operations, best practices and ensuring compliance with established policies, practices and regulatory requirements.
• Recommends policies, procedures and/or actions on issues that relate to financial operations for the purpose of providing direction and/or making decisions for the district.
• Researches a wide variety of accounting policies (e.g. state financial reporting requirements, grant requirements, etc.) for the purpose of providing information and/or recommendations that impact the District's accounting practices.
• Responds to inquiries from a wide variety of internal and external sources (e.g. staff, government agencies, etc.) for the purpose of providing information, direction and/or appropriate referral to appropriate parties.
• Supervises department Financial Analysts in their respective responsibilities.
• Trains department and school financial secretaries and principals on the use of accounting software and school accounting procedures (e.g. bank reconciliation, purchasing, invoicing, journal entries, fund allocations, spend plan revisions, etc.) for the purpose of ensuring efficient processing of financial transactions in compliance within district policy, state regulations and established accounting guidelines.
• Assists in preparation of Federal, State, and local financial reports for the purpose of ensuring compliance with legal, financial, and district requirements.
• Assists in verifying teacher assignments and coding of expenses for the purpose of ensuring allocations are accurate and fiscal practices are followed.
• Assists in tracking categorical program funds for the purpose of ensuring program operations within budget and in accordance with fiscal practices.
• Assists in year-end closing, retirement, and Social Security programs for the purpose of ensuring compliance with legal, financial, and District requirements.
• Monitors account number approval and assignment on requisition and purchase orders for the purpose of ensuring compliance with organizations policy and procedures.
• Oversees budget information and reports to assist decision makers for the purpose of providing information and general support.
• Oversees Board, District, and State reports to track expenditures and revenues versus budget for the purpose of ensuring program operations are within budget and in accordance with fiscal practices.
• Provides financial accounting assistance for various programs for the purpose of ensuring the efficient and effective functioning of the work unit.
• Responsible for property taxation, analysis and recommendations for the purpose of ensuring program operations are within budget and in accordance with fiscal practices.
• Performs other related duties as assigned for the purpose of ensuring the efficient and effective functioning of the work unit.

Job Requirements: Minimum Qualifications

Skills, Knowledge and Abilities

SKILLS are required to perform multiple, technical tasks with a need to occasionally upgrade skills in order to meet changing job conditions. Specific skill based competencies required to satisfactorily perform the functions of the job include: operating standard office equipment using pertinent software applications; performing accounting procedures; planning and managing projects; and preparing and maintaining accurate records.

KNOWLEDGE is required to perform algebra and/or geometry; read technical information, compose a variety of documents, and/or facilitate group discussions; and solve practical problems. Specific knowledge based competencies required to satisfactorily perform the functions of the job include: principles of accounting and auditing; general governmental accounting practices; standard office practices and procedures; and pertinent codes, policies, regulations and/or laws.

ABILITY is required to schedule activities, meetings, and/or events; often gather, collate, and/or classify data; and use basic, job-related equipment. Flexibility is required to work with others in a wide variety of circumstances; analyze data utilizing defined but different processes; and operate equipment using standardized methods. Ability is also required to work with a diversity of individuals and/or groups; work with data of widely varied types and/or purposes; and utilize a variety of job-related equipment. Problem solving is required to analyze issues and create action plans. Problem solving with data frequently requires independent interpretation of guidelines; and problem solving with equipment is moderate to significant. Specific ability based competencies required to satisfactorily perform the functions of the job include: analyzing a variety of financial and statistical information; working under time constraints; communicating with and conveying detailed information to diverse groups; meeting deadlines and schedules; setting priorities; and working with detailed information.

Responsibility

Responsibilities include: working under limited supervision using standardized practices and/or methods; directing other persons within a department, large work unit, and/or across several small work units; monitoring budget expenditures. Utilization of resources from other work units is often required to perform the job's functions. There is a continual opportunity to impact the organization's services.

Work Environment

The usual and customary methods of performing the job's functions require the following physical demands: some lifting, carrying, pushing, and/or pulling, some stooping, kneeling, crouching, and/or crawling and significant fine finger dexterity. Generally the job requires 80% sitting, 10% walking, 10% standing. This job is performed in a generally clean and healthy environment.

Experience: Job-related experience within a specialized field is required. Education: Targeted, job-related education with study in a job-related area.