Budget Analyst III

The Budget Analyst III performs advanced budgetary analysis and financial management functions that are often complex in nature. This position works closely with school-based and administrative personnel to support budget development, monitoring, reporting, and fiscal management activities. The incumbent provides analytical expertise to ensure effective resources allocation, budget compliance, and informed financial decision-making.

• Coordinates and supports the annual budget development process, including forecasting, planning, timelines, and budget preparation
• Analyzes budgetary, financial, staffing, and historical data to develop projections, and recommendations for resource allocation and fiscal decision-making
• Reviews budget submissions for accuracy, completeness, compliance, and alignment with organizational objectives
• Monitors budget performance throughout fiscal year, identifies variances and discrepancies, and recommends corrective actions and budget amendments as needed
• Develops, maintains, and enhances budget processes procedures, forms, tools, and reporting systems to improve efficiency and accountability
• Provides training, technical assistance, and ongoing support to department leaders, school administrators, and budget managers regarding budget development and management practices
• Collaborates with Organizational Management and other departments to maintain position control and analyze salary and benefit impacts on operating budgets
• Coordinates Board-approved budget adjustments, reviews and processes budget transfers, and ensures compliance with established policies and procedures
• Prepares budget reports, analyses, presentations, and the annual Budget Book for executive leadership, governing boards, external agencies, and public stakeholders
• Maintains budget-related information on public platforms, including the budget website, and provides ad hoc financial analyses and reports as requested
• Assists with special projects and departmental assignments as needed
• Performs other related and cross-functional duties as assigned

Category:
Finance

Job Function:
Support Staff

Department:
Budget Services

The Budget Analyst III performs advanced budgetary analysis and financial management functions that are often complex in nature. This position works closely with school-based and administrative personnel to support budget development, monitoring, reporting, and fiscal management activities. The incumbent provides analytical expertise to ensure effective resources allocation, budget compliance, and informed financial decision-making.

• Coordinates and supports the annual budget development process, including forecasting, planning, timelines, and budget preparation
• Analyzes budgetary, financial, staffing, and historical data to develop projections, and recommendations for resource allocation and fiscal decision-making
• Reviews budget submissions for accuracy, completeness, compliance, and alignment with organizational objectives
• Monitors budget performance throughout fiscal year, identifies variances and discrepancies, and recommends corrective actions and budget amendments as needed
• Develops, maintains, and enhances budget processes procedures, forms, tools, and reporting systems to improve efficiency and accountability
• Provides training, technical assistance, and ongoing support to department leaders, school administrators, and budget managers regarding budget development and management practices
• Collaborates with Organizational Management and other departments to maintain position control and analyze salary and benefit impacts on operating budgets
• Coordinates Board-approved budget adjustments, reviews and processes budget transfers, and ensures compliance
• Prepares budget reports, analyses, presentations, and the annual Budget Book for executive leadership, governing boards, external agencies, and public stakeholders
• Maintains budget-related information on public platforms, including the budget website, and provides ad hoc financial analyses and reports as requested
• Assists with special projects and departmental assignments as needed
• Performs other related and cross-functional duties as assigned

Bachelor’s Degree in Business Administration, Finance, or Accounting or Equivalent experience (2 years of similar work level experience = 1 year of college). A combination of experience and education may be used to meet the Bachelors Degree requirement

None required