Fiscal Analyst Job Redlands California USA,Finance & Banking

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 reports

Provides dynamic financial analysis to ensure accuracy of budget-to-actual performance throughout the fiscal year

Collaborates with leadership to align financial decisions with the charter's mission and compliance requirements

Analyzes revenue streams, enrollment trends, and funding allocations to forecast financial impact

Identifies risks and recommends strategies to strengthen fiscal stability

Develops function-specific computer applications (e.g. spreadsheets, databases, etc.) for the purpose of providing computerized processes for cost analysis, forecasting, and reporting

Prepares, reviews, and reconciles journal entries, budget adjustments, and cash transfers

Assists with the preparation, development, and monitoring of annual and interim budgets

Ensures budget allocations align with school guidelines and regulatory requirements

Prepares reports and statements for federal, state, and local compliance, including mandated cost reporting and audits

Financial Reporting & Compliance

Prepares financial statements, statistical reports, and other required submissions

Ensures compliance with GAAP, California School Accounting Manual, Education Code, and other applicable laws and regulations

Reviews, audits, and resolves discrepancies in accounts and records

Provides financial projections and makes recommendations to administrators

Develops 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 requirements

Maintains 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 regulations

Monitors 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 regulations

Prepares 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 trail

Processes 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 requirements

Performs cash flow analyses to project liquidity needs and ensure sufficient cash is available to meet operational requirements

Monitors the timing of revenues and expenditures to identify potential cash shortfalls and recommend strategies to mitigate risk

Provides regular cash position reports to leadership to support financial decision-making.

Assists with compliance reporting and documentation for internal and external audits

Researches and maintains current knowledge of policies, procedures, practices, laws, and regulations related to assigned functions

Collaboration & Technical Support

Supports budget and accounting managers with data-driven insights

Serves as a technical resource to staff and outside agencies on fiscal matters

Provides training and guidance to staff regarding fiscal…


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