01TT                       Date Created: 7/19/01

Range  14                                                                                                                                               Revised :                5/19/05

BUDGET TECHNICIAN

POSITION SUMMARY

Oversees, monitors, and maintains financial/budget and/or position control data for assigned area(s) or programs. 

      Reports to:  Executive Director

ESSENTIAL FUNCTIONS

·      Assists in budget development and processes for one or more programs and grant projects.  Allocates funds by doing budget transfers and changes.

·      Collaborates, communicates and meets with administrators to discuss accounting, position control, and budgetary effects of an area(s).

·      Oversees, monitors and maintains one or more budgets and/or accounts such as District, State/Federal, Staffing, Grants Fiscal Control, and other budgets and/or accounts  in one or more areas.  Determines the availability of funds.  Modifies budgets within established guidelines.

·      Records, reconciles, and corrects journal entries.  Performs bookkeeping and accounting functions within the USFR guidelines.

·      Resolves a variety of financial problems within established guidelines for the District.

·      Prepares and reviews documents such as personnel action forms, request to advertise forms, purchase orders, school and department requisitions, release forms, transportation requests, supply orders, and invoices.

·      Verifies availability of funds.

·      Monitors and maintains position control data and FTE allocations accordingly.

·      Provides technical assistance to staff on policy and procedures.

·      Notifies site administrators of staffing allocations and necessary reductions and/or additions of personnel.

·      Assists the District staff on closing the books and preparing reports for current fiscal year activities.

·      Performs and/or assists in maintaining the projected budget activities for the next fiscal year.

·      Composes memos on own initiative.

·      Serves as a liaison between the Financial Office, Vendors, Human Resources, Information Technology.

·      Types using the computer to input and correct financial, and/or position control, and/or personnel

        data.

·      Prepares financial, position control, personnel, and/or program reports within established guidelines

· Exhibits patience, courtesy and tact when dealing with others

· Performs related duties, as assigned

QUALIFICATIONS

A. Required

·      Four years of accounting and/or budget experience

·      Demonstrable experience with word processing, spreadsheet, and database software

·    Typing test for accuracy required; or passing score on Word/Excel skills assessment

·      Any equivalent combination of related experience, education, or training that meets the minimum requirements

PHYSICAL  AND MENTAL REQUIREMENTS

· Ability to effectively communicate, both verbally and in writing

· Ability to read, understand, evaluate, and interpret information in manuals

· Ability to perform functions from written and oral instructions 

· Ability to sort, separate and file documents and forms