Operations Financial Analyst

Chapel Hill-Carrboro City Schools; Chapel Hill (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Chapel Hill-Carrboro City Schools seeks an Operations Financial Analyst to bridge IT, Operations and Finance. Responsibilities include managing multiple budgets, generating reports, and handling procurement and grant tasks.

The role requires strong Excel/LINQ skills, data-driven insights, and excellent communication. It offers a full-time, on-site schedule at the Lincoln Center in Chapel Hill.

Qualifications

• Bachelor's degree in accounting or business administration with 2-3 years of experience.
• 1-3+ years in business finance or other relevant experience.
• Prior experience using school district financial software (LINQ) preferred.
• Strong analytical and data-gathering skills; equity-focused problem solving.
• Excellent verbal and written communication; able to work independently.

Responsibilities

• Forecast and trend analysis to analyze expenditure patterns and support IT/Operations leadership.
• Reconcile monthly reports for federal, state, and capital funds; ensure audit-ready records.
• Prepare fiscal reports and assist with district audits; collaborate with budgeting team.
• Manage procurement lifecycle: quotes, contracts, requisitions, POs, and invoicing.
• Maintain financial databases and standardized reporting templates; drive process improvements.
• Provide responsive customer service; serve as a point of contact for inquiries.

Skills

Data-driven decisions

Budget management

Financial reporting

Vendor relations

Process improvement

Communication skills

Education

Bachelor's degree in accounting or business administration

Associate's degree in accounting or business with 5+ years training

Tools

LINQ

Google Docs

Spreadsheets

Word processing

Job description

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: [phone]
• Email: [e-mail]