NECESSARY MATERIALS FOR APPLICATION :
- Letter of Introduction
- Resume
- Letters of Recommendation- Two (2) current, professional letters (one must be from a current or former direct supervisor and dated within the last 3 years)
Please note : All required documents must be submitted at the time of application. Incomplete applications will not be accepted or reviewed.
Fiscal Analyst
Job Description
Reports To : Senior Director of Fiscal Services (or designee)
FLSA Status : Exempt
School Classification : Classified
Pay Schedule : Range 8A ($76,650 - $103,661)
Work Schedule : 12 months
Location : On-site and Remote Office
Position Summary : Under the direction of the Senior Director of Fiscal Services, the Fiscal Analyst serves as a strategic partner in budget development and financial management. This role is responsible for conducting complex financial analyses, including modeling, forecasting, and scenario planning, to provide data-driven recommendations that strengthen budget accuracy, cash management, and responsiveness throughout the fiscal year. Working in conjunction with the Budgeting and Accounting functions, the Fiscal Analyst supports managers not only through advanced analytics but also by assisting with tasks and projects as needed to ensure accurate, compliant, and timely financial operations. The Fiscal Analyst collaborates with leadership to align financial resources with organizational priorities.
ESSENTIAL FUNCTIONS and RESPONSIBILITIES
Budget & Accounting :
Compiles and analyzes financial and statistical data to prepare projections, studies, and reportsProvides dynamic financial analysis to ensure accuracy of budget-to-actual performance throughout the fiscal yearCollaborates with leadership to align financial decisions with the charter's mission and compliance requirementsAnalyzes revenue streams, enrollment trends, and funding allocations to forecast financial impactIdentifies risks and recommends strategies to strengthen fiscal stabilityDevelops function-specific computer applications (e.g. spreadsheets, databases, etc.) for the purpose of providing computerized processes for cost analysis, forecasting, and reportingPrepares, reviews, and reconciles journal entries, budget adjustments, and cash transfersAssists with the preparation, development, and monitoring of annual and interim budgetsEnsures budget allocations align with school guidelines and regulatory requirementsPrepares reports and statements for federal, state, and local compliance, including mandated cost reporting and auditsFinancial Reporting & Compliance :
Prepares financial statements, statistical reports, and other required submissionsEnsures compliance with GAAP, California School Accounting Manual, Education Code, and other applicable laws and regulationsReviews, audits, and resolves discrepancies in accounts and recordsProvides financial projections and makes recommendations to administratorsDevelops special and regular reports (e.g., annual budget spreadsheets, running salary and benefit projections, etc.) for the purpose of extracting and summarizing budget and financial data from the financial systems for management and school board information needs and decision-making, and for meeting state reporting requirementsMaintains a variety of manual and electronic files and / or records (e.g., cost analyses, payroll data, financial reports, budgets, etc.) for the purpose of maintaining an up-to-date trail for reference and ensuring compliance with established regulationsMonitors a wide variety of financial information (e.g., position controls, staffing units, salaries, benefits, etc.) for the purpose of maintaining an up-to-date trail for reference and ensuring compliance with established regulationsPrepares a wide variety of documents (e.g., reports, budgets / accounting transactions, income and costs analysis, financial reports, correspondence, requisitions, long-term debt schedules, etc.) for the purpose of providing complete and accurate documentation and / or audit trailProcesses financial documents, materials, and data (e.g., budget detail, projections, report data, staffing units, etc.) for the purpose of disseminating information in compliance with established requirementsPerforms cash flow analyses to project liquidity needs and ensure sufficient cash is available to meet operational requirementsMonitors the timing of revenues and expenditures to identify potential cash shortfalls and recommend strategies to mitigate riskProvides regular cash position reports to leadership to support financial decision-making.Assists with compliance reporting and documentation for internal and external auditsResearches and maintains current knowledge of policies, procedures, practices, laws, and regulations related to assigned functionsCollaboration & Technical Support :
Supports budget and accounting managers with data-driven insightsServes as a technical resource to staff and outside agencies on fiscal mattersProvides training and guidance to staff regarding fiscal procedures and reporting requirementsCoordinates with departments to resolve budgetary and payroll-related issuesParticipates in meetings, trainings, and workshops related to fiscal managementTechnology & Data Management :
Operates financial software and databases to prepare spreadsheets, reports, and reconciliationsMaintains automated and manual financial records and ensures data accuracyPrepares queries and generates ad hoc financial reports as neededOther Duties
Responds to non-urgent communication within 24 school hours and urgent communication within two school hoursDocuments and refers to the school's management all formal disciplinary actions involving students; supporting management with addressing and resolving complaints from students and parents in a timely manner; ensuring compliance with the provisions of California Penal Code Section 11166 (Child Abuse and Neglect Reporting Act)Performs other duties as assignedQUALIFICATIONS GUIDE
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.
Education & Experience :
Three (3) to five (5) years of increasingly responsible accounting or financial recordkeeping experience, preferably in a charter schoolBachelor's degree in Accounting, Finance, Business Administration, or a related fieldStrong understanding of budget development and monitoring, including multi-year financial projectionsKnowledge of financial regulations, charter school funding formulas, and compliance requirements (e.g., LCFF, federal, state, and local funding)Other Qualifications :
State and federal fingerprint clearance (LiveScan) to work with students (Ed. Code 44237). No prospective employee can report to work without this clearance being received, and Human Resources notifying the immediate supervisor of this clearanceProof of a clear TB Tine test or signed Certificate of Completion dated within the last 60 days (Ed. Code 49406) upon employment and thereafter updated every four yearsKnowledge / Ability :
Computer and technology literacy :Operate office equipment, including a calculator, copier, fax machine, computer, and assigned softwareGoogle Docs, Google Spreadsheets, and other online collaboration tools to send and receive informationAdvanced analysis, forecasting, projection, and scenario modeling methodsProficiency in Microsoft Excel, Google Sheets, financial modeling, and data analysis toolsCompose a variety of documents and / or facilitate group discussionsAnalyze situations to define issues and draw conclusionsSchedule meetings and work with a significant diversity of individuals and / or groupsStrong problem-solving, critical thinking, and independent judgment in financial analysis and planningAbility to communicate effectively with school leadership, board members, and external stakeholders in both technical and non-technical termsAdapting to changing work priorities, communicating with diverse groups, maintaining confidentiality, meeting deadlines and schedules, working as part of a team, and working with detailed information / dataGeneral accounting, budget, and business functions of an educational organizationPrinciples and techniques involved in payroll preparation and processingKnowledge of applicable laws, codes, regulations, policies, and proceduresKnowledge / experience with modular accounting systems, experience with Sage Intacct a plusKnowledge / experience with Standardized Account Code Structure (SACS) is highly desiredAbility to anticipate problems, develop and implement procedures for resolutionSkills :
Analytical and detail-orientedEffective communicator with the ability to translate data into insightsStrategic mindset aligned with the mission of the schoolConflict resolutionRecord-keeping techniquesMethods of collecting and organizing data and informationAbility to independently work through and create solutions for ambiguous tasks and projectsAbility to consistently make good decisions even when under pressureAbility to prioritize tasks and direct a teamSound management skills; evaluate and enhance practices that promote a strong team commitment to supporting the functionality of the department and operations of the schoolEffectively coach, mentor, and motivate respective staffHighly proficient with G-Suite and able to use spreadsheets to maximize productivity and department efficiencyAbilities :
Displays strong analytical skillsEmbraces Sage Oak's core valuesMaintains integrity at all timesWorks independently with little directionMaintains developed, clear communication and interpersonal skills that maintain a respectful, professional, and courteous mannerMaintains a flexible and adaptable mindsetDemonstrates sensitivity to individual differences and cultural backgroundsMaintains confidentiality of sensitive and privileged informationFollows established procedures and meets all established deadlinesAllocates time and resources effectivelyOrganizes and prioritizes work and adheres to established deadlinesUnderstands complex, multi-step written and oral instructionsPhysical Demands :
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Hear and speak to exchange informationDexterity of hands and fingersSee to read a variety of materialsBend at the waist, kneel or crouchSit or stand for extended periods of timeLift objects up to 50 pounds with or without assistanceWork Environment :
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Noise level is generally moderateMeetings are conducted in public and private settingsIndoor and outdoor in varying temperaturesEmployee must have available transportation and be able to travel up to 100 miles in a dayEQUAL OPPORTUNITY :
Employer is an equal opportunity employer. Recruitment, hiring, and promotion of individuals in all job classifications will be conducted without regard to actual or perceived race (including traits historically associated with race, such as hair texture and hairstyle, including but not limited to braids, locks, and twists), color, creed, actual or perceived gender (including gender identity and gender expression), religion (all aspects of religious beliefs, observance or practice, including religious dress or grooming practices), marital status, registered domestic partner status, status as a victim of domestic violence, assault or stalking, age (40 and over), ethnicity, national origin or ancestry (including language use restrictions), citizenship, physical, intellectual or mental disability (including HIV and AIDS), reproductive health decision-making, medical condition (including cancer or a record or history of cancer, and genetic characteristics), family or medical leave status, sex (including pregnancy, childbirth, breastfeeding or a related medical condition), genetic information, sexual orientation, political affiliation, military and veteran status, use of cannabis off the job and away from the workplace, or any other consideration made unlawful by federal, state, or local laws. It also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. Employer's hiring and employment practices may exclude a candidate from consideration where bona fide occupational qualifications exist.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
