Operations Financial Analyst

Chapel Hill-Carrboro City Schools Lincoln Center - Chapel Hill, North Carolina Open in Google Maps Operations Financial Analyst Chapel Hill-Carrboro City Schools Lincoln Center - Chapel Hill, North Carolina Open in Google Maps This job is also posted in North Carolina School Jobs Job Details Job ID: 5912701 Application Deadline: Posted until filled Posted: Sep 02, 2026 3:19 PM (UTC) Job Description ChapelHill-CarrboroCitySchoolsJobDescription JobTitle:OperationsFinancialAnalyst SalarySchedule:Classified; CHCCSSalaryPage ReportsTo:ExecutiveDirectorofTechnology&Executive DirectorofCapital&SchoolFacilities SalaryGrade:107 WorkLocation:SherylMar/LincolnCenter FLSAStatus:Nonexempt WorkSchedule:Full-time;twelve-months/year PositionSummary The Operations Financial Analyst performs various complex fiscal, budgetary, administrative, and secretarial dutiesrequiringakeenawarenessofallstate anddistrictfinancialoversightrequirementsandservesasacriticalbridgebetweenIT, Operations, and Finance, providing data-driven insights to optimize district technology investments. Daily work involvesmanagingmultiplelocal,stateandcapitalbudgets,maintainingaccurateanduptodatebudget datausingLinq, requestingvendor quotes, generating contracts, requisitions, invoices, budgetary reports, informational data via hard-copy andcomputerized records and files, handling a large volume of routine inquiries from members of the IT, Operations andFinancedepartments,anddraftingavarietyofinformationaldocuments,spreadsheetsandcorrespondenceusingavariety ofwordprocessing,spreadsheet,andfilemaintenanceprograms.Additionally,responsibilitieswill includeadditionalgrant andfederalfunded filingtasksandcapitalfund fiscalmanagementtasks asdirectedbyadministration. EssentialDuties BudgetaryAnalysis&Reporting Forecast&TrendAnalysis: Developssophisticatedreportingandforecastingtools toanalyzeexpendituretrendsandprovide data-backedrecommendationstoIT/Operationsleadership. CategoricalFund Management: Reconcilesmonthly reportsformultiplebudgetcodestoensureFederal,State,andCapitalfundsareutilizedtototalcapacitywhilemaintainingaudit-readyrecords. FiscalReporting Summarizes complex fiscal information into charts, graphs, and comprehensive reports for annualapplicationsanddistrictaudits. Summarizesdatafrom variousbudgetcodes intocomprehensivereports withlimitedinstructionsasrequiredfor auditingpurposesofcategoricalfunds andcontinuedfunding. Workscloselywiththebudget/financedivisionteamtoensureaccuratefinancialreportinganddataspreadsheetsforallexpenditures,includingpreparingdocumentsforreview. Procurement&Compliance Procurement Lifecycle: Manages the creation of quotes, contracts, requisitions, purchase orders, and invoicepayments ensuring all purchases have appropriate funding and meet equitable stewardship standards accordingto applicable laws, rules, procedures, and regulations of the State of North Carolina and the CHCCS Board ofEducation.Confirmsallitemsreceivedasorderedandpreparesdocumentationofincomingordersfordistributionto district offices and/or school sites. Submits signed approval documentation and invoices to appropriate IT /Operationsleadershipandaccountspayablestaffforprocessingpayment. BudgetTransfers: Assistsleadersbypreparingbudgettransferrequeststoensuresufficientfundsforexpendituresareintheappropriatebudgetline.SubmitsbudgettransferrequeststoFinance. Federalfunding/GrantsCoordination: Leadsspecificfederalandgrantfilingtasksandmanagescapitalfundfiscalrequirementsasdirectedbyadministration(i.e.E-rate,SafetyGrant) VendorRelations: Actsastheprimaryliaisonforvendorstoresolvebillingdiscrepanciesandtrack thestatusofhigh-volumetechnologyorders. Administrative&FinancialOversight (IT)InventoryIntegration: Coordinateswith ITAdministrationtoensuretheprocurementofhardwareandsoftwareinventoryisreflectedinthecurrent assetmanagementsystem. ProcessImprovement: Proactivelyidentifiesanddrivesimprovementsinfinancialworkflows,includingthecreationofstandardizedreportingtemplates. (IT) Budget Oversight: Establishes and maintains financial databases (LINQ), spreadsheets, and daily/monthlybalances for all categorical fund expenditures, staff development/travel reimbursements, and description of itemsordered for departmental planning, management purposes, and district, state or federal requirements.Maintainsrecordsofnumerousfinancialtransactionsthroughoutthefiscalyear. Customer Service: Maintains positive customer relations. Acts as a point of contact for telephone calls and visitors; makes appointments; facilitates financial problem-solving; gives detailed information regarding department financialactivitiesandprograms. MeetingAttendanceandParticipation: Attends all district bookkeeper meetings and any budget related IT/Capital staff meetings. Education/ExperienceRequirements Bachelor'sDegreeinaccountingorbusinessadministrationwith2-3yearsofexperienceORanAssociate'sDegreeinaccountingorbusinesswithfiveormoreyearsoftrainingandexperience 1-3+yearsofbusinessfinanceorotherrelevantexperience Previousexperienceusingschooldistrictfinancialsoftware(i.e.LINQ)preferred. Advancedknowledgeandstrongfluencywithwordprocessingandspreadsheetformulasandfunctions;preferredexperienceworkingwithGoogledocuments Strongequitableanalyticalanddata-gatheringskills Self-starterwithexcellentinterpersonalcommunicationandproblem-solvingskills Abilitytomultitask,prioritizeresponsibilities,andworkindependently Abilitytocommunicateeffectivelywithexcellentverbalandwrittencommunicationskills. Abilitytofunctionindependentlywhileworkinginahighlycollaborativeenvironmentasaneffectiveteamplayer. Abilitytothinkstrategically,identify,andequitablysolveproblems. Adesiretolearnandacommitmenttoexcellence. PhysicalRequirements AbilitytosafelyandsuccessfullyperformtheessentialjobfunctionsconsistentwiththeADA,FMLA,andotherfederal,state,andlocalstandards,includingmeetingqualitativeand/orquantitativeproductivitystandards. Abilitytomaintainregular,punctualattendanceconsistentwiththeADA,FMLA,andotherfederal,state,andlocalstandards Disclosure This document provides descriptive information about the above Chapel Hill-Carrboro City School position. Workperformed by incumbents in this position may vary. Although this document may be used for recruiting, staffing, or careerplanning, the information contained herein should only be used as a guideline or recommendation for the content andqualifications for this position. An individual's ability to meet the qualifications and capabilities described in this documentdoesnotguaranteeemploymentorpromotion.ChapelHill-CarrboroCitySchoolreservestherighttochangethis documentwithoutprovidingadvancewrittennotice. ApprovedBy:Created/Revised:February2026 Position Type: Full-time Contact Information Erika Newkirk 750 S. Merritt Mill Road Chapel Hill, North Carolina 27516 Phone: View phone number on click.appcast.io Email: View email address on click.appcast.io #J-18808-Ljbffr Chapel Hill-Carrboro City Schools