Departmental Budget Analyst

Wake County Public School System; Cary (NC); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Wake County Public School System is seeking a Departmental Budget Analyst-Title I to manage Title I budgets, ensure compliance with fiscal rules, and coordinate with teachers, administrators, vendors, and the Budget department to track encumbrances and invoices for optimized resources.

The role collaborates across departments to reconcile accounts and improve student performance, with a strong focus on Oracle-based accounting and data accuracy. The position offers a hybrid telework schedule.

Qualifications

• Associates degree in business, accounting, or related field.
• Five years of experience in finance, accounting, or related field.
• Equivalent combination of education and relevant experience.

Responsibilities

• Analyzes, verifies, coordinates, and reconciles Title I budgets.
• Collaborates with teachers, administrators, vendors, and Purchasing/Budget to track encumbrances and invoices.
• Initiates and processes budget-related transactions including transfers, amendments, POs, and travel.
• Reviews Title I contracts for compliance with laws and regulations.
• Prepares monthly budget reports for department admins and external agencies.
• Reconciles Title I activity with Oracle general ledger.
• Assists in preparing budget development materials.
• Performs duties per WCPSS Finance Manual and regulations.
• Performs other related duties as assigned.

Skills

GAAP knowledge

Microsoft Excel

Microsoft Word

Google Apps

Budget & procurement

Deadline management

Communication skills

Independent initiative

Data analysis

Education

Associate degree in business, accounting, or related field

Bachelor’s degree in business or accounting (preferred)

Tools

Oracle accounting systems

Microsoft Excel

Microsoft Word

Google Apps

Job description

WORK WEEK SCHEDULE

Monday-Friday (occasional evenings or weekends) Position is available for a Hybrid Telework workweek

POSITION TITLE (Oracle title)

DEPARTMENTAL BUDGET ANALYST

WORKING TITLE

Departmental Budget Analyst-Title I

SCHOOL/DEPARTMENT

Title I

LOCATION

Crossroads I, Cary, NC

PAY GRADE

Noncertified Grade 25

FLSA STATUS

Nonexempt

ELIGIBILITY FOR EMPLOYMENT CONTRACT

No

WORK WEEK SCHEDULE

Monday-Friday (occasional evenings or weekends) Position is available for a Hybrid Telework workweek

Position Purpose

Analyzes, verifies, coordinates, and reconciles Title I budgets to ensure the maximized use of resources; complies with local, state, and federal fiscal requirements. Focuses on compiling and generating data relevant to program development and budget accountability. Collaborates with teachers, administrators, vendors, and the school system's Purchasing and Budget departments to track encumbrances and invoices to facilitate the reconciliation of accounts and to ensure effective use of resources to improve student performance.

Minimum Qualifications

KNOWLEDGE, SKILLS, AND ABILITIES (KSAs)

• Considerable knowledge of generally accepted accounting practices and principles;
• Considerable knowledge of Microsoft Office, specifically Word and Excel; Google apps;
• Strong skills in budget, purchasing, and procurement procedures;
• Critical thinking and problem solving skills;
• Ability to operate accounting systems for data management, problem resolution, and information research;
• Ability to meet deadlines;
• Ability to proofread documents and prepare clear and comprehensive reports;
• Ability to exercise independent initiative to perform both original and recurring assignments,
• and exercise judgment in the absence of clear directives;
• Ability to communicate clearly and concisely both in oral and written form using a variety of communication techniques and tools to ensure the appropriate flow of information, collaborative efforts, and feedback;
• Ability to establish and maintain effective working relationships with school system staff, external agencies, vendors, and the community.

Education, Training, And Experience

• Associates degree from a regionally accredited college or university in business, accounting, or related field; AND
• Five years of experience in finance, accounting, or related field; OR
• An equivalent combination of education and relevant experience sufficient to successfully perform the essential duties of the job.

Certification And License Requirements

None

Preferred Qualifications

• Bachelor’s degree from a regionally accredited college or university in business or accounting;
• Knowledge of Wake County Public School System (WCPSS) financial systems and processes;
• Experience working with Oracle based accounting systems.

Essential Duties And Responsibilities

• Analyzes, verifies, coordinates, and reconciles Title I budgets to ensure the maximized use of resources; complies with local, state, and federal laws and regulations.
• Collaborates with teachers, administrators, vendors, and the school system's Purchasing and Budget departments to track encumbrances and invoices to facilitate the reconciliation of accounts and to ensure effective use of resources to improve student performance.
• Initiates, prepares, and processes all budget-related transactions (e.g. transfers, amendments, purchase orders, travel, direct pays, etc.) including obtaining the budget manager’s signature, verifying available balances, identifying new account codes, resolving discrepancies, assigning transaction numbers, verifying data, distributing documents, and maintaining a file of all transactions.
• Reviews Title I related contracts to ensure compliance with local, state, and federal laws and regulations.
• Prepares, processes, and analyzes budget reports on a monthly basis for department administrators as well as reporting to internal and external agencies.
• Reconciles all Title I account activity with Oracle general ledger.
• Assists in the preparation of budget development materials.
• Performs all duties and responsibilities in accordance with WCPSS Finance Manual standards, Board of Education policies, and state and federal laws and regulations.
• Performs other related duties, as assigned.

Work Environment/Physical Requirements

This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, scanners, and copiers. The position, at times, must be able to come into direct contact with school system staff, staff members of external agencies, and the community. Work is considered light physical work, requiring the exertion of up to ten pounds of force.

EFFECTIVE DATE

6/2025

DISCLAIMER

The above statements are intended to describe the general purpose and responsibilities assigned to this position. They are not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and skills required by the employees assigned to this position. This description may be revised by HR and approved at any time.