Senior Budget Technician

Hacienda La Puente Unified School District; California; On-site; USD 52,000 - 62,000; Full time

Job summary

Hacienda La Puente Unified School District seeks a skilled Budget Analyst to support district budget development, control and analysis, and review of revenues and expenses for categorical programs and bond projects. Under supervision, you will perform complex accounting tasks and prepare financial reports.

You will work with district staff, county and state offices, and auditors to ensure accurate accounting, timely reconciliations, and compliance with policies.

Qualifications

• Three years of experience in budget and/or fiscal record keeping and reporting.
• Experience with manual, machine, and computer accounting systems.
• Proficiency with PeopleSoft, Excel, and Word.
• Knowledge of budgeting methods and financial reporting.
• Ability to establish cooperative relationships and work under deadlines.
• Understanding of accounting system interfaces and reconciliation.

Responsibilities

• Makes complex arithmetical calculations and verifies computations.
• Assembles, tabulates, checks, and files accounting data in the budget area.
• Prepares trial balance and financial statements.
• Balances accounts and provides reconcilations.
• Trains others on District computer software applications.
• Works with district and county offices to facilitate information exchange.

Skills

Budget analysis

Financial reporting

Team collaboration

Education

Educational coursework 16 units desirable

Tools

PeopleSoft

Excel

Word

Job description

THE POSITION

Under supervision of a Budget Supervisor, performs technical fiscal work regarding District budget development, control and analysis, and review of revenues and expenses of categorical programs and bond projects.

CURRENT OPENINGS

One 12-month/40 hours per week full-time position. Salary placement will be on Range 28 of the CSEA Salary Schedule. Initial salary placement for new employees is customarily at step 1 ($5,087.51 per month) of this salary range.

APPLICANT FILING INFORMATION

This recruitment is open to the public. An eligibility list will be established to fill vacancies for full time, part time, evening, summer, and substitute positions throughout the duration of the eligibility list. Eligibility lists typically last for one year. Vacant positions are filled from the top three ranks. Pursuant to PC Rule 6.2.10, the eligibility list established for this recruitment may be used for another related classification at the same or lower salary.

Answers to supplemental questions must be submitted with your application.

• Makes complex arithmetical calculations and verifies computations.
• Assembles, tabulates, checks, and files accounting data in the budget area.
• Performs more difficult tasks related to the preparation and management of accounting records and reports, such as federal, county, and state funded programs and general accounting.
• Operates a variety of office machines such as copier, typewriter, calculator, personal computer, keyboard terminal and multi-line telephone.
• Works with computer-based accounting systems in preparing input to the computer and using output reports.
• Establishes and maintains journals, ledgers, and other accounting records.
• Prepares, verifies and maintains a wide variety of financial and statistical records and reports.
• Compares schedules and completes fiscal records and reports.
• Arranges, posts and balances financial data.
• Prepares trial balance and financial statements.
• Posts to subsidiary ledgers and general ledger.
• Assists in the revision, formulation, and implementation of accounting record-keeping systems and procedures.
• Works under pressure of constant deadlines with frequent interruptions.
• Analyzes and resolves problems with tact and diplomacy.
• Recommends and complies with accounting policies that support overall business goals of the District.
• Balances specific accounts and computer prepared reports for reporting purposes.
• Verifies account strings to proper account.
• Provides and prepares documents and explanations to auditors.
• Provides senior management, supervisors with accurate and timely account reconciliation.
• Provides meaningful analysis of the accounts as requested to site administrators.
• Ensures all District deadlines are met.
• Trains others on District computer software applications.
• Works with construction companies for bond projects.
• Establishes regular communication process with District personnel, site administrators, county and state offices and other agencies to facilitate information and learning exchange.
• Performs other related duties as required.

PHYSICAL DEMANDS

Employees in this classification use a computer, use fingers repetitively, use a telephone, hear normal voice conversation, speak clearly, sit, walk, use both hands simultaneously, see small details, repetitive twisting or pressure involving wrists or hands, rapid mental/muscular coordination, lift 5 - 25 lbs., exposure to minor contagious illnesses (colds, flu, etc.), walk, stand.

WORK ENVIRONMENT

Employees in this classification work inside exclusively, with high volume of work and tight deadlines, in direct contact with District personnel and public, without guidance from supervisor, continuous interruptions, continuously changing priorities, with exposure to minor contagious illnesses (colds, flu, etc.).

Training and Experience

Three years of experience in budget and/or fiscal record keeping and reporting, involving manual, machine, and computer accounting systems OR two years of experience with Hacienda La Puente Unified School District in the Finance Department in a lower technical position. Educational coursework equal to or more than 16 units desirable.

Knowledge of

• Computer-based accounting systems.
• Methods, practices and terminology of budgeting and financial record keeping.
• Requirements for input to computer account systems.
• Report preparation methods and formats.
• Standard office and accounting equipment, including computers.
• PeopleSoft applications.
• Auditing and fiscal control procedures.
• Budgeting methods and techniques.
• Organizational techniques.
• Financial reporting and technical accounting skills.
• Accounting standard and procedures.
• Excel, Microsoft Word and other current software.

Ability to

• Establish and maintain cooperative working relationships.
• Operate computer and appropriate applications.
• Operate standard office equipment.
• Work effectively in a team oriented environment.
• Understand and carry out oral and written directions.
• Learn in-house system and Standardized Account Code Structure procedure.
• Work amidst continuous interruptions and with changing priorities.
• Perform complex accounting functions without immediate supervision.
• Communicate effectively, orally and in writing.
• Prepare, review and maintain various financial and related summaries and reports.
• Understand scope of authority in making independent decisions.
• Review situations accurately and determine appropriate action according to established guidelines.
• Work independently with little direction.
• Learn District and County computer applications.
• Work with computer-based accounting systems.
• Make complex arithmetical calculations with speed and accuracy.
• Understand accounting system interfaces that includes analysis and reconciliation.