Operations Financial Analyst

Chapel Hill-Carrboro City Schools; Lincoln Center (KS); On-site; USD 70,000 - 100,000; Full time

Job summary

Chapel Hill-Carrboro City Schools seeks an Operations Financial Analyst to manage complex fiscal duties, budgets, and procurement tasks. You will provide data-driven insights, generate budgets, and prepare financial reports to support IT, Operations, and Finance.

The role requires strong analytical skills, experience with district financial software (LINQ), and the ability to collaborate across departments while upholding equity and compliance standards.

Qualifications

• Bachelor’s degree in accounting or business administration with 2–3 years of experience, or an associate’s degree with five or more years of training and experience.
• 1–3+ years of business finance or other relevant experience.
• Previous experience using school district financial software (i.e., LINQ) preferred.
• Advanced knowledge and fluency with word processing and spreadsheet formulas and functions; Google Docs experience preferred.
• Strong equitable analytical and data-gathering skills.
• Self-starter with excellent interpersonal communication and problem-solving skills.
• Ability to multitask, prioritize responsibilities, and work independently.
• Ability to communicate effectively with excellent verbal and written communication skills.
• Ability to function independently while working in a highly collaborative environment as an effective team player.
• Ability to think strategically, identify, and equitably solve problems.

Responsibilities

• Forecast and trend analysis to analyze expenditure trends and provide data-backed recommendations to IT/Operations leadership.
• Reconciles monthly reports for multiple budget codes to ensure funds are utilized and records are audit-ready.
• Summarizes complex fiscal information into charts and reports for district audits and annual applications.
• Works with the budget/finance division to ensure accurate financial reporting and data spreadsheets for expenditures.

Skills

Budgeting

Data analysis

Word processing

Spreadsheet formulas

Interpersonal communication

Problem solving

Multitasking

Team player

Education

Bachelor's Degree in accounting or business administration

Associate's Degree in accounting or business

Tools

LINQ

Google Docs

Spreadsheet software

Word processing software

Job description

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.

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.
• (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:AttendsalldistrictbookkeepermeetingsandanybudgetrelatedIT/Capitalstaffmeetings.

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.