Budget Technician

Poway Unified School District; Poway (CA); On-site; USD 40,000 - 51,000; Full time

Benefits offered by this job

CalPERS retirement

Holidays 18 days

Vacation 12 days

Sick leave 12 days

Medical insurance

Dental insurance

Vision insurance

Life insurance

Travel insurance

Wellness program

Flexible spending

Flexible benefit plan

Job summary

Poway Unified School District is hiring a Budget Technician to verify budget transactions and provide technical accounting support for budgeting and reporting across District accounts.

The role includes posting adjustments, updating financial data, and training staff on the financial system, reporting to the Director of Finance or their designee. This is a full-time position based in Poway, CA.

Qualifications

• Associate’s degree in accounting, business, finance, or related area required.
• Two years of increasingly responsible accounting/budgeting experience preferred.
• Experience with financial systems, chart of accounts, and budget reporting desired.

Responsibilities

• Assist with financial transactions, budget balances, journal entries, and budget adjustments.
• Prepare and reconcile monthly, interim, and year-end reports and closings.
• Provide guidance on administrative procedures and train new staff on the financial system.

Skills

Budgeting

Communication

Attention to detail

Problem solving

Education

Associate’s degree in accounting or related field

Tools

Excel

Word

Outlook

Job description

Job Summary

The job of Budget Technician is done for the purposes of verifying the budget transactions for the District and performing a variety of other technical accounting support duties relating to budgeting and reporting of District accounts; identifying and posting adjustments for a variety of school, department, and District changes; recording, updating, and reconciling financial and budget information; and providing instructions and budgeting/accounting support to other personnel in accordance with established practices.

Job Summary

The job of Budget Technician is done for the purposes of verifying the budget transactions for the District and performing a variety of other technical accounting support duties relating to budgeting and reporting of District accounts; identifying and posting adjustments for a variety of school, department, and District changes; recording, updating, and reconciling financial and budget information; and providing instructions and budgeting/accounting support to other personnel in accordance with established practices.

This job reports to the Director of Finance or their designee.

Job Description / Essential Elements

Purpose Statement

The job of Budget Technician is done for the purposes of verifying the budget transactions for the District and performing a variety of other technical accounting support duties relating to budgeting and reporting of District accounts; identifying and posting adjustments for a variety of school, department, and District changes; recording, updating, and reconciling financial and budget information; and providing instructions and budgeting/accounting support to other personnel in accordance with established practices.

This job reports to the Director of Finance or their designee.

Essential Functions

• Assists with work orders relating to the financial system (e.g. changes in user set-up, user login issues, access rights, and other routine user requests, etc.) for the purpose of supporting the efficient function of the department.
• Assists staff and site personnel regarding budgetary expenditures and balance procedures and/or program requirements for the purpose of providing support for completing transactions, identifying appropriate action, and/or complying with established financial procedures.
• Compiles a variety of financial and budgetary information related to work assignments for the purpose of providing required documentation and/or processing information.
• Participates in meetings, in-service training, workshops, etc., for the purpose of conveying and/or gathering information required to perform job functions.
• Processes a variety of financial and budgetary transactions (e.g. requisitions, budget balances, journal entries, budget adjustments, etc.) for the purpose of updating and distributing information, authorizing for action, and/or complying with established accounting practices.
• Provides information on administrative procedures and services to related personnel and provides monthly training and orientation to new employees for the purpose of disseminating information to appropriate parties and enhancing the proper usage of the financial system.
• Reconciles a variety of financial data and accounts for the purpose of maintaining accurate account balances and ensuring compliance with established accounting/budgetary practices.
• Prepares and reconciles monthly, interim, and annual budget and actual expenditures of assigned program or department; prepares month end, interim, and year-end closing entries.
• Performs and monitors month-end, interim, and year-end accounting activities; coordinate with staff to complete assigned accounting tasks within deadlines.
• Researches discrepancies of financial information and/or documentation for the purpose of ensuring accuracy and adherence to established procedures prior to processing.
• Responds to inquiries from a variety of sources (e.g. District employees, etc.) for the purpose of facilitating communication and/or providing guidance among several parties; providing information and/or referral for addressing inquiries.
• Reviews budget projections during interim reporting periods, prepares comparative worksheets of actual and encumbrances within budget projections during interim reporting periods, and prepares comparative worksheets of actual and encumbrances within projected budgets for the purpose of following the established procedures and rules.
• Receives, reviews, and processes Personnel Action Requests (P-43 s) from school sites and departments.

• Creates and updates DBT (Direct Benefit Transfer) to reflect changes as approved in Personnel Action Requests; ensures budget codes exist in the chart of accounts and verifies that sufficient funding has been allocated in amounts reasonable to the code.
• Assists sites with payroll codes and adjustments as requested; provides monthly support to Payroll Department on missing or inaccurate payroll code verification and updates.
• Assists budget preparation, sets up users, uploads information, and updates changes.
• Assists in conducting research and preparing special studies as directed by the Director or designee; analyzes financial accounting data and makes appropriate recommendations.
• Performs other related duties as assigned.

Job Requirements: Minimum Qualifications

Skills, Knowledge And Abilities

SKILLS are required to perform single, 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: applying pertinent codes, rules and regulations; operating standard office equipment including pertinent software applications (Word, Excel, and Outlook); preparing and maintaining accurate records; and performing accounting/budgeting procedures.
KNOWLEDGE is required to perform math, including calculations using fractions, percents, and/or ratios; read a variety of manuals, write documents following prescribed formats, and/or present information to others; and understand complex, multi-step written and oral instructions. Specific knowledge based competencies required to satisfactorily perform the functions of the job include: school district accounting and auditing principles, practices, and procedures; financial, statistical, and fiscal record-keeping principles; accounting and budgetary records maintenance methods; financial reporting procedures; accounting and auditing functions related to database management, electronic spreadsheets, and word processing; applicable sections of State Education Code and other applicable laws; district organization, operations, policies and objectives; and English usage, grammar, spelling, punctuation, and vocabulary.
ABILITY is required to schedule activities, meetings, and/or events; gather and/or collate data; and use basic, job-related equipment. Flexibility is required to work with others in a variety of circumstances; work with data utilizing defined but different processes; and operate equipment using defined methods. Ability is also required to work with a wide diversity of individuals; work with a variety of data; and utilize 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 limited. Specific ability based competencies required to satisfactorily perform the functions of the job include: balancing budgets and accounts and reconciling financial statements; interpreting and applying rules, regulations, policies, and procedures; planning and organizing work; communicating with diverse groups; maintaining confidentiality; meeting deadlines and schedules; setting priorities; and working with detailed information/data.

Working 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 significant fine finger dexterity. This job is performed in a generally clean and healthy environment.

Experience: Job related experience is required.

Education: Associate’s degree in a job-related area.

Equivalency: Any combination of education and experience equivalent to: Associate’s degree in accounting, business, finance, or related area, and two (2) years of experience of increasingly responsible accounting and/or budgeting experience. Public sector experience is preferred but not required.

Requirements / Qualifications

***Current vacancy is 40 hours/ week, 12 months/ year***

Site Location: The District Office/Finance Department

The position is benefits-eligible.

PUSD Classification Salary Range: $28.88 - $36.96 per hour

Anticipated Hiring Salary Range: $28.88 per hour (step 1) - $33.49 per hour (step 4)

Selection Procedure

Applications will be screened, and those candidates whose backgrounds best match the requirements of the position will be invited to participate in a competitive examination process, which may include any combination of the following: Training & Experience evaluation (T&E), multiple-choice question test, job-related performance exercise, and technical/ oral appraisal interview. Examination procedures are subject to change as deemed necessary by the Director of the Personnel Commission.

Candidates who pass all examination processes are ranked on an eligibility list based on their score(s). Selection for the position will be made from among the top three (3) ranks of candidates. The eligibility list will be used for hiring purposes for other vacancies in the same or equivalent job classification and will be active for six (6) months (Merit Rule 50.100.1).

Comments And Other Information

Poway Unified School District offers an excellent benefits package for eligible contract employees who are contracted for 20 (twenty) or more hours per week.

Benefits Include

• Retirement – CalPERS
• Holidays – 18 paid holidays per year (based on 12-month employment contract)
• Vacation – Starting at 12 days per year for 12-month employees, increasing with length of service
• Sick Leave – 12 paid sick days per year (for 12 working months)
• Medical and Prescription Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Travel Insurance
• Flexible Spending Accounts
• Wellness/Mental Health Benefit
• Flexible Benefit Plan Options

For further information regarding our benefits, please visit our website at: https://www.powayusd.com/apps/pages/benefits