Lead Budget and Accounting Analyst
Ideal Candidate Statement
Excellent Knowledge of the principles of budget development, accounting, position control and grant management. Knowledge and prior experience of data gathering, financial analysis, and reporting. The incumbent must have excellent communication skills, great customer service and problem solving skills. The person must be proficient in MS Office, especially in Excel and Power Point. Will perform well under pressure and have the motivation to learn and grow with the organization.
Ohlone prides itself as a Learning College with the motto of “A World of Cultures United in Learning” and we are looking for staff who embrace diversity in serving students of varied backgrounds and learning styles, highly ethical, trustworthy, credible, loyal and is respectful of diverse views and opinions; The college has a firm commitment to environmental sustainability and looks to all employees to support this important goal.
Job Description Summary
Under the direction of Director of Business Services, plan, organize, coordinate and lead the District's Budget and Accounting functions; develop, monitor and maintain position control, coordinate and monitor grants and categorical funds, and performs a variety of complex financial analysis and reports for management and Board of Trustees as assigned.
The Lead Budget and Accounting Analyst is the seniorlevel position in this classification. Incumbent assists with departmental record keeping, preparing reports, and providing support to the Director, Business Services.
Knowledge Skills and Abilities
- Generally accepted accounting and auditing principles, practices, and procedures.
- Comprehensive budget preparation, development and maintenance for a large organization.
- Grant management practices, procedures, and requirements.
- Financial analysis, research and projection techniques.
- California community college budgeting, accounting, purchasing, and organizational policies and procedures.
- Applicable sections of State Education Code, State Budget and Accounting Manual requirements, and other applicable laws and regulations.
- Oral and written communication skills.
- Interpersonal skills including tact, patience and diplomacy.
- Modern office procedures, methods and computer equipment.
- District budget, accounting, organization, and operation policies and objectives.
- Integrated financial management systems and high proficiency in MS Office, especially Excel and Power Point.
- Financial and accounting systems (Colleague), Banner or PeopleSoft
- Prepare and maintain complex statistical records and reports.
- Provide leadership in areas related to the District budget.
- Develop, modify, evaluate and implement Districtwide budget and reporting processes.
- Analyze complex financial data and develop financial forecasts, plans, processes, reports, statements and recommendation
- Prepare, consolidate and administer the District's operating and capital budgets.
- Assure the integrity of District financial systems and information.
- Assure the preparation, maintenance and retention of appropriate accounting and budget data and documentation.
- Provide technical expertise and assistance to District personnel regarding assigned functions.
- Communicate effectively both orally and in writing.
- Establish and maintain effective and cooperative working relationships with others.
- Interpret, apply and explain complex fiscal policies and requirements.
- Participate in developing integrated financial systems.
ESSENTIAL DUTIES: (Listed examples may not include all tasks, which may be found in the position assigned to this class.)
- Plan, organize, and coordinate the District's budget development process; develop and implement procedures, calendars and formats related to budget preparation and maintenance; advise management of budgetary issues and concerns.
- Lead the technical implementation of the budget process according to an established budget calendar; research, gather and analyze financial data and prepare budget presentations for various shared governance committees and Board of Trustees.
- Develop, update, and maintain the position control function, coordinate with Human Resources to develop, maintain, and analyze personnel budget including benefit rate tables; monitor and prepare reports related to benefits/personnel costs.
- Prepare revenue and expenditure forecasts for annual budgets and periodic budget status reports briefings; develop and analyze projections and variance reports.
- Organize, prepare, and submit a variety of monthly, quarterly, annual and other periodic and ad hoc budget and financial reports and documents required by State and federal agencies and as requested by Management.
- Assist in the development of effective internal control structures; monitor expenditure and revenue budgets to assure appropriate use of funds; assure compliance with pertinent statutes and regulations such as Fifty Percent Law.
- Provide technical expertise to management and staff regarding budget and accounting issues; develop solutions and recommendations as appropriate. Provide technical leadership to the Accounting functions including Accounts Payable, Receivable, General Ledger Accounting and Payroll. Prepare, review and post Journal Entries and Budget Adjustments. Work with IT Services in upgrading existing modules and in implementing new modules related to Accounts Payable, Accounts Receivables, Chart of Accounts, Payroll, Position Control, and Budget Development and Management.
- Assist in managing and developing standard processes for grant management. Assist in the application, implementation, record keeping, monitoring and reporting of various grants and categorical programs. Work closely with the granting agencies to make sure that grant funds are spent as intended and that all required reports are submitted in a timely manner.
- Provide detail analysis and assistance to management regarding collective bargaining issues during negotiations and as requested; prepare annual tentative and final budget books.
- Research financial data from various units and funding sources including tuition and fees, grants and contracts, auxiliary enterprises, fundraising and other sources of revenues to support an integrated budget and resourceplanning mode.
- Recommend and implement techniques to improve department procedures and practices, increase efficiency, maintain currency in best practices, keep abreast of current trends and practices in the field, by participating in outside budget and financial workshops, seminars, training sessions and/or meetings to stay informed of new regulations, information and developments.
- Provide information to various departments on account codes, and budget status; validate availability of funds and process budget transfers as requested. Provide periodic budget status report to all budget managers.
- May participate in periodic internal audits of various funds and records; identify and resolve deficiencies and irregularities; modify policies and procedures as needed.
- Assist with the yearend close, external audit, and other special projects as assigned by Director of Business Services.
- Perform other related duties as assigned.
OTHER REQUIREMENTS: A valid California driver's license.
Education and Experience
QUALIFICATIONS: Education and Experience:
Bachelor's degree in Accounting, or Finance plus a minimum of three years increasingly responsible professional experience in budget development, accounting and grant coordination, preferably in a public education institution.
MBA and/or CPA will be preferred but not required.
WORKING CONDITIONS: Duties are primarily performed in an office environment at a desk or computer terminal. The incumbent is subject to interruptions and contact in person and on the telephone with executive, management, supervisory, academic and classified staff, the Board of Trustees and the general public. Work requires travel to other offices or locations to attend meetings or conduct work.
The working conditions described here are representative of those an individual encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
PHYSICAL DEMANDS: Typically must sit for long periods, use hands and fingers to operate a computer keyboard, see clearly to read normal and fine print, speak clearly and distinctly to provide information in person or on the telephone, hear and understand voices over telephone and in person, reach with hands and arms, and regularly lift, carry and/or move objects weighing up to 10 pounds. Must be able to remember key information and concentrate for long periods of time.
The physical demands described here are representative of those that must be met by an individual to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Number of Vacancies
Open Until Filled
Transcripts issued outside the United States require a coursebycourse analysis with an equivalency statement from a certified transcript evaluation service verifying the degree equivalency to that of an accredited institution within the USA. This report must be attached with the application and submitted by the filing deadline.
HEALTH AND WELFARE BENEFITS *
1. Medical, dental, vision, life insurance, EAP and LTD
2. Membership in Public Employees' Retirement System Candidates hired on or after January 1, 2013 are subject to restrictions imposed by PEPRA)
3. Contribution to O.A.S.D.I. (Social Security)
4. Paid vacation
5. Paid sick leave
6. Paid holidays and districtpaid floating personal days
7. Summer 4/10 schedule (Fridays off)
8. Longevity pay step increase based on your years of service
9. IRS Section 125 Flexible Medical Spending Plan
10. 457(b) Deferred Compensation Plan (employee contributes)
11. 403(b) Tax Shelter Annuity Plan (employee contributes)
*Benefits will be prorated for positions less than 100%
Immigration Reform & Control Act of 1986
Applicants selected for positions will be required to provide identification and employment eligibility as outlined in the federal “Immigration Reform & Control Act of 1986.”
A multicampus single community college district, Ohlone College is located in the southern portion of the San Francisco Bay in California; serving 12,000 students per year. The District has a main campus in the City of Fremont and a newly constructed campus in the City of Newark. Ohlone College is an ethnically diverse institution that promotes innovation and continuous improvement in departments and divisions. The College is named for the native population living in the area when Mission San Jose was founded. The Fremont campus is located just south of the historical Mission. The Newark Campus is located near Interstate 880 and emphasizes programs in health, environment, and technology.
EEO Statement Summary
The District is strongly committed to the principles of equal opportunity and to hiring qualified staff who reflect the diversity of our community. The District encourages a diverse pool of applicants and does not discriminate on the basis of sex, race, religious creed, color, national origin, ancestry, age (40 or over), medical condition, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, disability, military and veteran status, pregnancy/childbirth/breastfeeding or related medical condition or any other protected basis in any of its policies, practices, or procedures. The college encourages applications from all qualified applicants.
If you have a disability and are in need of special services, equipment, or facilities in order to apply or interview for this opening, please call the Human Resources office at: (510) 6596088.
Conditions of Employment
Offers of employment are contingent upon Governing Board approval. Employment with Ohlone Community College is not complete or official until applicants meet all pre employment requirements. All new employees are required to submit official transcripts and proof of freedom from tuberculosis. In addition you will be required to provide identification and employment eligibility as outlined in the federal “Immigration Reform & Control Act of 1986.” Preemployment tests and/or medical examinations may be required. Ohlone Community College does not sponsor H1B visas. Employees must sign the Oath or Affirmation of Allegiance and submit fingerprints for CA Department of Justice clearance.
1. * How did you hear about this employment opportunity?
- Public Job Posting
- Internal Job Posting
- Agency Referral
- Personal Referral
2. * * What does it mean to have a commitment to diversity, and how would you apply this commitment as you conduct the responsibilities of this position?
(Open Ended Question)
1. Resume/Curriculum Vitae (PDF Document Only)
2. Cover Letter (PDF Document Only)
3. List of 3 References
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