Fiscal Analyst jobs in United States
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Santa Barbara Unified School District · 3 months ago

Fiscal Analyst

Santa Barbara Unified School District is seeking a Fiscal Analyst to coordinate complex professional accounting responsibilities under the supervision of the Director of Fiscal Services. The role involves managing financial records, preparing reports, and assisting with fiscal year-end activities.

AccountingEducationFinanceFinancial Services

Responsibilities

Compile data and prepare regular or special financial statements, records or reports
Prepare financial documents for management approval to be posted to the general ledger and the county treasury
Assist with fiscal year end activities, including reconciling accounts and adjustments to the general ledger, analysis and posting of expenditure and revenue accruals, and their reversals
Perform complex accounting tasks that post and reconcile all aspects of payroll to the general ledger and the budget
Prepare monthly detailed cash flow reports from general ledger activity
Perform detailed reconciliations of all district cash bank accounts and cash funds to the county treasury monthly, including the preparation of adjusting journal entries to the general ledger
Assist with development and implementation of accounting processes and procedures to achieve maximum efficiencies in the MUNIS ERP system
Analyze processes, procedures or systems and make recommendations for improvement
Assist the internal auditor with preparation of schedules, reports and data requested by external auditors, including retirement system and health and welfare benefit audits
Maintain punctual and consistent attendance
Perform related duties as assigned
Serve as backup for related accounting and budget positions

Qualification

Accounting principlesMUNIS ERP systemFinancial reportingMS ExcelPublic school financeTraining othersData analysisCalifornia CPACommunication skillsTeam collaboration

Required

Bachelor's or Associate's degree with emphasis in accounting, business administration or financial management
One (1) to five (5) years of responsible accounting or finance experience, preferably in a public sector environment
Knowledge of generally accepted accounting principles, particularly as they apply in a K-12 public education environment
Working knowledge of computer-based enterprise accounting systems
Advanced skill with MS Excel, Google applications, and other commonly used accounting platforms
Ability to produce detailed financial reports and reconciliations for management
Ability to work collaboratively and cooperatively with district staff, consultants, vendors and others to achieve assigned objectives
Ability to compile and report complex financial data in an understandable manner
Ability to communicate effectively orally and in writing
Valid California driver's license

Preferred

Prior experience in a CA K-12 public school district
California Certified Public Accountant certification desirable

Company

Santa Barbara Unified School District

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Located in Santa Barbara, CA, the Santa Barbara Unified School District consists of 21 traditional, continuation, charter and alternative schools.

Funding

Current Stage
Late Stage

Leadership Team

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Ismael Paredes Ulloa
Director of Community Partnerships
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Peggy Ochoa
Lead Family Engagement & Partnership Liaison
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