Budget & Policy Analyst - Planning, Budget, Purchasing & Accounting - FTE

Budget & Policy Analyst – Planning, Budget, Purchasing & Accounting – 1.0 FTE

Doyle Administration Building

Employment Type:

Exempt

Under the general supervision of the Budget Manager, this position will develop, analyze, coordinate, present and document Madison Metropolitan School District’s (MMSD) annual budgets and legislation. This position will provide budget and policy support for all stages of the annual budget processes and for various budget development purposes. The role will analyze complex financial, operational and legislative information, maintain a high degree of integrity, and promote a culture of continuous improvement and inclusivity.

A. Budget Development, Analysis & Planning – 45%

• Prepare and analyze base budget data across multiple fund sources for departments, schools and supported district operations.
• Develop program and appropriation structure changes in response to operational, legislative and programmatic changes, assessing fiscal impact.
• Monitor and evaluate the financial health and performance of assigned departments and programs.
• Facilitate budget planning sessions with departments and school leadership, providing technical guidance and developing data‑informed budget justifications and alternative funding scenarios.
• Review and analyze budget requests for accuracy, compliance and alignment with program objectives, and prepare supporting analysis for leadership review.
• Prepare fiscal impact analyses for proposed legislation and district initiatives.
• Develop and utilize queries to extract, analyze and present budget and financial data.
• Maintain and update budget and position data within enterprise financial systems to ensure accurate representation of district operations.

B. Financial Analysis & Program Evaluation – 35%

• Conduct organizational, fiscal and policy analyses to support the resolution of budgetary, operational and administrative matters.
• Lead and participate in analytical studies, surveys and data collection to evaluate budgetary and policy issues, developing alternative solutions and recommendations for leadership consideration.
• Prepare written and oral reports summarizing findings from studies and analyses for the Budget Manager and Assistant Superintendent of Financial Services.
• Develop implementation timelines for approved recommendations and monitor progress.
• Evaluate district programs and functions for statutory compliance, compliance with the Board of Education intent and overall program effectiveness.
• Assist managers in evaluating service rates, assessment and cost recovery techniques, and operational performance; identify opportunities to improve procedures, increase efficiency and enhance output value.

C. Budget Monitoring & Policy Implementation – 15%

• Monitor modifications made to district budget requests and legislative changes, evaluating fiscal, staffing, statutory and operational impacts.
• Prepare responses to Board of Education information requests and provide follow‑up analysis as directed.
• Allocate approved budget appropriations and supplements, provide justification to leadership and interpret allotment policies.
• Prepare general operating budget guidelines and technical instructions for district management.
• Prepare standing financial summaries and evaluate the fiscal condition of operations and conduct briefings for leadership; clarify fiscal or operational issues and recommend alternative courses of action when appropriate.
• Serve as a liaison between PBPA and department/school leadership, providing customer‑focused support for budget and policy matters.

D. Other Duties as Assigned – 5%

• Perform duties assigned by executive leadership or their representatives.
• Attend district and school functions that support MMSD’s strategic framework, initiatives, and core values.
• Complete all district‑required training.
• Build collaborative relationships with business partners.

• Professional budgeting and accounting principles.
• Wisconsin statutes and administrative rules and federal rules and regulations.
• Research and analysis principles and techniques.
• Public administration and public policy…