Operations Financial Analyst

Reports To:Executive Director of Technology &Executive

Director of Capital&School Facilities

Salary Grade:107

Work Location:Sheryl Mar/Lincoln Center

FLSAStatus:Nonexempt

Work Schedule:Full-time;twelve-months/year

Position Summary

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 datausing

Linq, requesting vendor quotes, generating contracts, requisitions, invoices, budgetary reports, informational data via hard-copy and computerized records and files, handling a large volume of routine inquiries from members of the IT, Operations and Finance departments,anddraftingavarietyofinformationaldocuments,spreadsheetsandcorrespondenceusingavariety ofwordprocessing,spreadsheet,andfilemaintenanceprograms.

Additionally,responsibilities will includeadditionalgrant andfederalfunded filingtasksandcapitalfund fiscalmanagementtasks asdirectedbyadministration.

• Forecast&Trend Analysis:Developssophisticatedreportingandforecastingtools toanalyzeexpendituretrendsandprovide data-backedrecommendationstoIT/Operations leadership.
• Categorical Fund Management:Reconciles monthly reportsformultiplebudgetcodestoensure
  
  Federal,State,and Capitalfundsareutilizedtototalcapacitywhilemaintainingaudit-ready records.
• Fiscal Reporting
  • Summarizes complex fiscal information into charts, graphs, and comprehensive reports for annualapplicationsanddistrictaudits. Summarizesdatafrom variousbudgetcodes intocomprehensivereports withlimitedinstructionsasrequiredfor auditingpurposesofcategoricalfunds andcontinuedfunding.
  • Workscloselywiththebudget/financedivisionteamtoensureaccuratefinancialreportinganddataspreadsheetsforallexpenditures,includingpreparingdocumentsforreview.

• Procurement Lifecycle:Manages the creation of quotes, contracts, requisitions, purchase orders, and invoice payments ensuring all purchases have appropriate funding and meet equitable stewardship standards according to applicable laws, rules, procedures, and regulations of the State of North Carolina and the CHCCS Board of Education.
  
  Confirmsallitemsreceivedasorderedandpreparesdocumentationofincomingordersfordistributionto district offices and/or school sites. Submits signed approval documentation and invoices to appropriate IT /Operationsleadershipandaccountspayablestaffforprocessingpayment.
• Budget Transfers:Assistsleadersbypreparingbudgettransferrequeststoensuresufficientfundsforexpendituresareintheappropriatebudgetline.
  
  Submitsbudgettransferrequeststo Finance.
• Federal funding/Grants Coordination:Leadsspecificfederalandgrantfilingtasksandmanagescapitalfundfiscalrequirementsasdirectedbyadministration(i.e.E-rate,Safety Grant)
• Vendor Relations:Actsastheprimaryliaisonforvendorstoresolvebillingdiscrepanciesandtrack thestatusofhigh-volumetechnologyorders.
• (IT)
  Inventory Integration:Coordinates with ITAdministrationtoensuretheprocurementofhardwareandsoftwareinventoryisreflectedinthecurrent assetmanagementsystem.
• Process Improvement:Proactivelyidentifiesanddrivesimprovementsinfinancialworkflows,includingthecreationofstandardizedreportingtemplates.
• (IT) Budget Oversight:Establishes and maintains financial databases (LINQ), spreadsheets, and daily/monthly balances for all categorical fund expenditures, staff development/travel reimbursements, and description of items ordered for departmental planning, management purposes, and district, state or federal requirements.
  
  Maintainsrecordsofnume…