Analyst - Budget

Polk County School Board; Bartow (FL); On-site; USD 55,000 - 65,000; Full time

Job summary

Polk County School Board in Bartow, FL seeks an Analyst - Budget to perform professional accounting duties in the district's financial operations. The role assists in financial accounting, budget control, and financial reporting, reviewing transactions, advising on budget changes, and preparing monthly grant reports.

The ideal candidate will hold a bachelor's degree in a finance-related field, with experience in governmental accounting or auditing, and be proficient with ERP and Microsoft

Qualifications

• Bachelor's degree in finance-related field; governmental accounting and/or auditing experience preferred.
• Strong knowledge of accounting principles and budgeting procedures; familiarity with DOE reporting requirements.

Responsibilities

• Assist in financial accounting, budget control, and financial reporting; review transactions and advise on budget changes.
• Prepare monthly reports related to district grants and year-end close entries; assist in posting accounting transactions.
• Assist in preparation of the district budget and financial reports for local, state, and federal agencies.
• Support in cash advance requests for federal projects and development of related policies.

Skills

Budgeting

Accounting

ERP systems

Microsoft Office

Grants management

Communication

Education

Bachelor's degree in finance-related field

Tools

ERP packages

Microsoft Office

Job description

Job Title: Analyst - Budget

Job Location: District Office

Job Location (Short): Bartow, FL, USA, 33830

Status: Open

Posting End Date: 10/2/26 at 4:00pm

Salary Grade: SG18

The posting will close 10/02/2026 at 4pm

Position Title

Analyst - Budget

Custom Job Purpose

This position exists to perform professional accounting duties in the financial operations of the school district.

Essential Functions Of This Job

Assists in the functions of financial accounting, budget control, and financial reporting. Reviews transactions for proper classification and advises of needed budget changes. Maintains records in order to prepare required monthly reports related to grants that have been obtained by the district Assists in the preparation of the district budget and financial reports for use by local, state and federal administrators and agencies. Assists in preparation of entries necessary to post accounting transactions and adjust or close the records at month and/or year end. Assists in banking activities by preparing the monthly cash advance request for federal projects. Assists in the development of policies related to assigned areas of responsibility.

Non-Essential Functions of this Job:

• Performs other duties as assigned.

Qualifications

• Graduation from an accredited college or university with a bachelor's degree in finance-related field preferred. Considerable experience in governmental accounting and/or auditing preferred.

Knowledge, Skills And Abilities

Considerable knowledge of accounting principles and practices. Familiar with the district's budgeting procedures for the various funds. Ability to work with other departments in grant development and budgeting. Ability to support other staff assigned to this function. Knowledge of school finance laws, rules, and policies relative to various grants under control of this position. Proficiency in computer skills including Microsoft Office Products and Enterprise Resource Planning (ERP) packages needed to produce automated reports to DOE for monthly federal reports and year-end financial reports. Ability to communicate well, both orally and in writing. Bilingual/biliterate preferred.

Work Context

Requires some sitting and standing, walking and moving about to coordinate work. Requires the use of alternative communication systems, such as electronic mail, telephones and computers. Requires coordination of work tasks to establish priorities, set goals and meet deadlines. Requires face-to-face discussions and contact with individuals and/or teams. Requires work with internal and external contacts, and with the public.

Physical Environment

Light Work: Exerting up to 20 pounds of force occasionally and/or up to 10 pounds of force as frequently as needed to move objects.

Collective Bargaining Agreement

1 - Non-Union - F4 - 12-mo OSP-Exempt

Salary Grade

SG18

Pay Grade

N/A

FLSA Status

Exempt

Local Code

10473

Eeo5

44

Approval Date

1/24/2023