Senior Financial Analyst III

Tacoma Public Schools

Expected

Start Date:

August 2026, as soon as possible

FTE: 1.0

Salary Range: $133,600 - $181,334 DOE

Work Year:
Classified Exempt; 12-month; 260 days

Benefits:
This job has the full range of benefits offered by Tacoma Public Schools

SUMMARY

This position provides complex, technical, in-depth financial and budget analysis for use in the development and monitoring of the budget and policies of the District; provides reporting support for proposed budget development and training/technical assistance to ensure sound financial management practices. This position is characterized by the independent nature of the work and the depth in analyzing, recommending, and coordinating financial projects and processes including activities related to labor negotiations.

ESSENTIAL JOB FUNCTIONS

1.Calculates and analyzes state apportionment revenue; tracks District enrollment and staffing data; analyzes and forecasts revenue and expenditure trends; performs financial analyses utilizing the District's automated financial system, historical trends, and other financial analysis techniques; meets and coordinates with Budget Technicians, the Grants Technician and program and department staff, as necessary, to incorporate program forecasts.

2.Acts as a primary analyst and liaison to various major and non-major programs to complete detailed analyses of revenues and expenditures; provides support to these programs with budget composition, analysis of changes in funding, and/or analysis of changes in requirements or operations; develops and recommends analyses as necessary to improve program performance; provides options and makes recommendations regarding financial impact of changes analyzed to finance and program management.

3.Performs in a liaison capacity for assigned programs and departments, working cooperatively with Budget Technicians, District management and program and department staff in reviewing budgetary information and estimating variances; documents the assumptions used in assessing the financial status of the funds; develops written explanations related to the financial results and variances from the budget; performs research activities as instructed.

4.Analyzes budgets, interprets regulations, and makes recommendations to ensure compliance while optimizing resource utilization.

5. Oversees the training, preparation, and submission of Budget Monitoring Tools; reviews and interprets program and departmental budgets; provides financial performance recommendations to program managers and upper management.

6. Prepares costs, revenue, and operational impact analyses of labor negotiation proposals, legislative proposals, and other issues that could impact District finances; analyzes, recommends, and coordinates strategies related to labor negotiations.

7. Maintains current knowledge of financial aspects related to all bargaining agreement; tracks and identifies expenses associated with each bargaining unit; information.

8. Assists with the development of the District budget including analyzing requests for increased funding and balancing expenditures with projected revenue and local support, performs necessary analysis and provides recommendation to produce a balanced budget for assigned programs and departments; assists with data analysis and data entry as assigned; supports systematic alignment of program planning and budgeting.

9. Collaborate with stakeholders, from different departments to align financial goals with organizational objectives through the Budgeting by Priorities process.

10. Assists in the development, implementation, and analysis of new, revised or proposed financial systems and reports.

11. Provides technical assistance and fiscal information to District staff; trains staff on new and/or revised financial reporting techniques; assists staff with understanding financial information.

12. Supports other department forecasting methods by completing cash flow analysis and reconciliation to county treasurer's report monthly.

13. Assists with the District's on-line position control system, position control reports, verifying information for accuracy; assists in correcting errors and coordinating efforts between District offices to resolve problems.

14. Assists management in developing, reviewing, revising, and implementing budget, accounting, reporting systems, and other operating policies and procedures; works with supervisor and other staff to analyze and respond to federal, state, county, and OSPI reporting requirements.

15. Supervises assigned staff; makes hiring recommendations; evaluates staff performance; approves leaves and overtime; assigns and reviews work; plans, oversees and encourages participation in professional development opportunities; promotes a quality customer service environment.

16 Reviews and distributes monthly or quarterly financial reports, identifying and resolving issues as required; performs analyses and prepares any necessary charts, graphs, explanations, or summaries contained in…