The Senior Budget Analyst performs forecasting and analyses of Shelby County Schools (SCS) revenue and expenditures relative to budget planning. The Senior Budget Analyst provides assistance to cross-functional project teams that include Finance, Academics, Strategy, Human Resources, and administrative support areas to provide appropriate oversight of the SCS budget and long-term financial plan. The Budget Analyst serves as a budget knowledge expert that assists with the development and implementation of appropriate controls and policies; the coordination and planning of annual and long-term financial goals; and the alignment of resources with SCS strategic goals. The Senior Budget Analyst reports directly to the Budget Manager.  

1. Serves as lead on complex financial analysis to include development of the annual budget aligned with strategic goals to include conducting long-term financial planning and assisting with the student-based allocation effort.
2. Strategizes and contributes sound financial advice based on forecasting and analysis of expenditures.
3. Analyzes and monitors SCS revenues, expenditures, position and resource allocation.
4. Collaborates with departments to develop sound budget practices and procedures.
5. Assists with the development of the Shelby County Schools annual operating budget and assists departments with budget related issues.
6. Applies budget control functions within SCS, including budget planning, budget preparation, and budget presentation.
7. Utilizes appropriate strategies and problem-solving tools to assist in decisions concerning planning, utilization of funds, delivering services and evaluation of services provided.
8. Implements SCS goals and strategic commitments to assist in budget decisions.
9. Designs, coordinates, implements, and maintains processes, systems and procedures for budget compliance related to position control/FTE monitoring.
10. Identifies potential problems or opportunities for improvement regarding resource utilization.
11. Supports the executive team with efforts of organizational change and development by assisting departments in developing strategic plans, business plans, benchmarks, performance measures, performance contracts, and other continuous improvement initiatives; performs process reviews, redesign and implementation of department activities.
12. Facilitates professional development of staff and serves as a mentor.
13. Performs other related responsibilities as required or directed.

Graduation from an accredited college or university with a Bachelor's Degree in Accounting, Finance, Public or Business Administration, or closely related field plus a minimum of five (5) years of Accounting, Finance, and/or budgeting analysis, or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills and abilities for this position OR a combination of equivalent education and/or paid, exempt level, directly relevant experience for a total of 9 years. Master's Degree in Business Administration, Management, Finance, Public Administration or related field or equivalent is preferred. Experience in a school district, charter school or other education setting is preferred.

Degree Equivalency Formula:

Bachelor’s Degree= 4 years plus required years of experience.

Master’s Degree= 2 years plus required years of experience. Where Master’s degrees are required, years for Bachelor’s Degrees must be included.

• Strong analytic and problem-solving skills, with the ability to swiftly and accurately understand complex data and perform complicated analyses with budget and financial data
• Skills in developing data-supported solutions and using fact-based logic; ability to translate complex analysis in easy-to-understand manner and present to a broad audience
• Outstanding leadership skills and ability to provide continued mentorship to staff
• Ability to tackle the operational challenges of SCS in a complex, changing political and educational environment
• Ability to manage daily administrative tasks without losing sight of long-term goals and planning
• Strong proficiency in Excel, Word, Access, and statistical software such as STATA, SAS, or R+
• Strong written and verbal communication skills with internal and external stakeholders, including setting appropriate expectations, prioritizing various tasks and deadlines, and building trust within and across teams
• Solid understanding of both accounting and budgeting principles and procedures
• Excellent project management skills that can generate a plan, overcome project barriers, and implement a successful plan on time and within budget, including gaining stakeholders' buy-in
• Ability to attend Board of Education meetings and work sessions when appropriate
• Ability to work irregular hours

Physical Demands: Requires sedentary work involving standing or walking for brief periods, exerting up to 10 pounds of force on a regular basis; and some dexterity in operating office equipment; must be able to use hands and fingers for sign language.

Unavoidable Hazards:  The position is exposed to no unusual environmental hazards.

Sensory (ADA) Requirements: The position requires normal visual acuity and field of vision, hearing and speaking abilities.

AMERICANS WITH DISABILITIES ACT COMPLIANCE

SCS is an Equal Opportunity Employer.  SCS provides reasonable accommodations to qualified persons with disabilities. Prospective and current employees are encouraged to discuss ADA accommodations with management.