AREA: FISCAL

Summary Class Code: 7181

LOCAL DISTRICT CLASSIFICATION PLAN SUMMARY CLASS TITLE: FINANCIAL ANALYST

BASIC FUNCTION: Perform quantitative analyses necessary to prepare various financial statements and reports for management planning, control and decision-making purposes for assigned area; assure the program or District's financial status as to budget allocations and receipts and disbursements; responsible for the preparation and financial accounting of assigned programs of the District.

REPRESENTATIVE DUTIES: o Maintain the financial records for assigned programs and activities, making appropriate journal and general ledger entries and preparing appropriate journal and general ledger entries and preparing appropriate accounting reports and financial statements for long- and short-term strategic planning. o Plan, develop and monitor related management information systems. o Prepare various finance statements for assigned activity such as monthly statements on a comparison of budget allocation to actual expenditures. o Assist Internal Audit with audits as assigned; assist Budget Office in estimating portions of the overall District budget. o Prepare financial analysis of revenues and expenditures and compare to other school districts in State and out of the state as assigned. o Perform related duties as assigned.

KNOWLEDGE AND ABILITIES o Accounting, budgeting and auditing principles, practices and procedures. o Financial and statistical record-keeping techniques. o Preparation of comprehensive accounting reports. o Modern office practices, procedures and equipment. o Applicable sections of Kentucky Administrative Regulations and other applicable laws. o Interpersonal skills using tact, patience and courtesy. o Operation of a computer terminal. o District organization, operations, policies and objectives. o Oral and written communication skills. o Correct English usage, grammar, spelling, punctuation and vocabulary.

ABILITY TO: Plan, organize, supervise and participate in financial and statistical record keeping activities. Maintain and audit fiscal records and accounts in a school district. • Perform difficult and complex accounting work in the preparation, maintenance and review of District financial records, accounts and reports. • Assure compliance with applicable District policies, procedures and governmental regulations. • Apply applicable sections of Kentucky Administrative Regulations and other applicable laws. • Interpret, apply and explain rules, regulations, policies, procedures and governmental regulations. • Operate a variety of standard office equipment. • Establish and maintain cooperative and effective working relationships with others. • Analyze situations accurately and adopt an effective course of action. • Meet schedules and timelines. • Communicate effectively both orally and in writing. • Work independently with little direction. • Plan and organize work. • Coordinate and monitor clerical accounting assignments and activities.

EDUCATION AND EXPERIENCE: Minimum of associate’s degree or designation as Certified School Finance Manager

Three years in public school finance

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