Business Analyst

Business Analyst – Training and Resources

Terms of Employment: 12 months/ 226 days per year. Compensation is at Pay Plan AM1 on the EISD Compensation Plan. Annual salary range is from $46,941 - $55,942 based upon directly related full-time experience.

Reports to: Executive Director of Business & Finance Pay Grade: AM1

Primary Purpose: Coordinate districtwide training, technical assistance, and resources related to Business Office processes, procedures, and systems. Analyze financial and operational processes, provide accounting support, and develop training materials and tools to promote consistency, compliance, efficiency, and effective use of district systems.

Qualifications

• Bachelor's degree from an accredited college or university in accounting, finance, business administration, or a related field preferred; or
• Associate degree or a minimum of sixty (60) college credit hours with coursework in accounting, finance, business, or a related field and relevant experience; or
• An equivalent combination of education and progressively responsible accounting, bookkeeping, financial, or business office experience.
• Applicant must have a satisfactory outcome of the fingerprinting/background check required by the district.

Experience

• Three years of progressively responsible experience in accounting, finance, bookkeeping, school business operations, or a related area preferred.
• Experience with governmental or school district accounting preferred.
• Experience with financial ERP systems and Frontline applications preferred.
• Experience providing training or technical assistance to employees preferred.

Special Knowledge/Skills

• Knowledge of generally accepted accounting and bookkeeping principles and practices.
• Knowledge of governmental or public-sector accounting practices preferred.
• Knowledge of internal controls and financial procedures.
• Ability to analyze financial information, identify discrepancies, and recommend corrective action.
• Ability to prepare and review account reconciliations and journal entries.
• Ability to interpret and apply district policies, administrative procedures, and applicable regulations.
• Ability to coordinate multiple projects, functions, and deadlines with limited supervision.
• Ability to develop and deliver training to individuals and groups.
• Advanced ability to use spreadsheets, word-processing applications, financial systems, and other business software.
• Strong analytical, problem-solving, critical-thinking, organizational, communication, and customer-service skills.
• Ability to maintain confidentiality, exercise sound professional judgment, and identify opportunities for process improvement.

Major Responsibilities and Duties

Training and Resource Development

• Coordinate and provide training to campus and department personnel regarding Business Office and Operations processes, procedures, financial systems, and internal controls.
• Develop and maintain districtwide Business Office and Operations training materials, procedural documents, presentations, videos, job aids, and other resources.
• Coordinate introductory Business Office training for new employees whose positions involve financial responsibilities.
• Conduct individual, small-group, and districtwide training sessions as assigned.
• Communicate Business Office training opportunities, procedural updates, deadlines, and financial requirements to appropriate district personnel.
• Evaluate recurring user questions, transaction errors, and support requests to identify opportunities for additional training or resource development.

Business Process and Systems Analysis

• Serve as a technical resource to campuses and departments regarding Business Office policies, procedures, financial processes, and internal controls.
• Provide technical assistance and troubleshooting support for Frontline and assigned ERP financial application modules.
• Develop and maintain working knowledge of assigned ERP modules and other software applications and serve as a departmental resource to district users.
• Analyze assigned Business Office processes to identify operational issues, inefficiencies, control weaknesses, and opportunities for improvement.
• Recommend and assist with implementation of process improvements that strengthen internal controls, improve efficiency, and enhance customer service.
• Monitor assigned processes for compliance with established procedures and identify areas requiring additional training or corrective action.

Accounting and Financial Operations

• Coordinate assigned accounting activities and ensure transactions are processed accurately, timely, and in accordance with district procedures and established internal controls.
• Perform and review monthly bank and general ledger reconciliations and investigate and resolve discrepancies.
• Prepare, review, and enter journal entries and maintain appropriate supporting documentation.
• Monitor bank activity and financial transactions and ensure transactions are recorded accurately and timely in the district's financial system.
• Coordinate assigned activities related to monthly and fiscal year-end closing processes.
• Prepare and maintain audit schedules and supporting documentation and provide support during annual financial audits and other reviews.
• Review and process assigned cash receipts and other financial transactions and ensure appropriate documentation and account coding.
• Provide cross-functional support for Business Office operations, including Accounts Payable, Purchasing, Travel, Payroll, Accounts Receivable, and other assigned financial functions.
• Approve travel expense reports.

Compliance, Communication, and Continuous Improvement

• Maintain confidentiality and safeguard financial, personnel, and other sensitive information.
• Keep the Executive Director of Business & Finance informed of significant accounting discrepancies, compliance concerns, unresolved transactions, operational issues, and other matters requiring administrative attention.
• Promote positive morale, teamwork, professionalism, and exceptional customer service throughout the district.
• Collaborate with Business Office staff, campus personnel, administrators, auditors, vendors, and other stakeholders to resolve financial and operational issues.
• Participate in professional development, seminars, and training to maintain current knowledge of accounting practices, financial systems, compliance requirements, and school business operations.
• Follow district safety protocols and emergency procedures.
• Maintain regular and punctual attendance.
• Perform other duties as assigned consistent with the responsibilities, skill level, and professional expectations of the position.

Other

• Daily attendance and punctuality at work are essential functions of the job.
• Other duties as assigned in the best interest of the school district

Supervisory Responsibilities None. Provides functional guidance, technical assistance, and training to district personnel regarding assigned Business Office processes but does not directly supervise employees unless specifically assigned.

Mental Demands/Physical Demands/Environmental Factors

Tools/Equipment Used: Standard office equipment including personal computer and peripherals.

Posture: Frequent sitting and standing; occasional bending/stooping, pushing, /pulling, and twisting.

Motion: Repetitive hand motions; frequent keyboarding and use of mouse; occasional reaching.

Lifting: Occasional light lifting and carrying (less than 15 pounds); occasional physical restraint of students to control behavior.

Environment: May work prolonged or irregular hours; work inside and outside (exposure to sun, heat, cold, and inclement weather), exposure to noise; occasional districtwide and statewide travel.

Mental Demands: Work with frequent interruptions; maintain emotional control under stress.

Edgewood Independent School District does not discriminate against any employee or applicant for employment because of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, military status, genetic information, or on any other basis prohibited by law.

The foregoing statements describe the general purpose and responsibilities assigned to this job and are not an exhaustive list of all responsibilities and duties that may be assigned or skills that may be required.

Approved by Date Reviewed by Date