BUDGET SPEC

Salary Schedule

The Office of Management & Budget (OMB) has the responsibility of managing the financial resources of the District and to efficiently allocate those resources to all schools and departments in support of the District’s mission to lead our student to success. The Budget Specialist is a key support position within the Office of Management and Budget and under administrative direction performs duties in support of OMB department’s goals. The Budget Specialist will assist in managing school and department positions, reviewing and approving shopping carts, maintaining school and department budgets, and providing training to district, school and department personnel relative to financial/budget matters. The role also provides support in the area of Treasury Services, including cash and debt management. Employees in this classification prepare financial/technical reports; perform reconciliations, research financial issues, provide technical assistance, monitor policy implementation in compliance with federal and state regulations, as well as perform other highly specialized work as directed specific to the Office of Management & Budget.

EXAMPLES OF ESSENTIAL FUNCTIONS

Responds to internal and external customers in a timely, accurate, courteous and empathetic manner representing OCPS in a positive light.

Builds positions and performs reconciliation of budgeted positions based on what was purchased by school/department and what is listed in computer system.

Approves requisitions for supplies and equipment to assure proper coding and adequate budget from assigned schools and departments.

Monitors district budgets and staffing reports to assure adequate budget to cover all expenditures including payroll.and state regulations regarding proper use of funds.

Verifies school/department budget forms and worksheets for completeness while identifying problems for corrections necessary for payroll processing.

Calculates and inputs budget transfers, amendments and journal entries, as needed, to address deficits and update balances to provide adequate coverage of discretionary and payroll expenditures in school/department budgets.

Utilizes Excel to create and manipulate spreadsheets, input and track position data, sort and filter budget related data, apply formulas and calculate budget amounts necessary for budget transactions.

Researches and troubleshoots issues identified in the district’s ERP (i.e., SAP) concerning budget, positions, accounts payables, revenue, supplements, and other issues as directed.

Produces tax payments and fees to outside vendors and government entities.

Analyzes daily bank statements to allocate incoming and outgoing funds for the district.

Maintains budget files from beginning of fiscal year to end of fiscal year and keeps records of all changes.

Provides one-on-one training to school secretaries and bookkeepers in regards to budget procedures, forms and processes.

Training includes, but not limited to, SAP processes, transactions, reports and Excel based budget and payroll forms most commonly used by school secretaries and bookkeepers.

Assists with policy implementation in compliance with federal and state regulations regarding proper use of funds. 

Responds to phone calls from schools and departments concerning any of the above.

Responsible for keeping up to date on current technology, as job appropriate, being used by OCPS. With the support of the district, attends training to ensure skill level in various technologies is at the level required to perform in current position.

Responsible for timely and accurate information they maintain as part of their job responsibilities.

The list of essential functions, as outlined herein, is intended to be representative of the tasks performed within this classification. It is not necessarily descriptive of any one position in the class. The omission of an essential function does not preclude management from assigning duties not listed herein if such functions are a logical assignment to the position.

MARGINAL FUNCTIONS
While the following tasks are necessary for the work of the unit, they are not an essential part of the purpose of this position and may also be performed by other unit members.

Copies and faxes Prepares mailings Re-routes information.

MINIMUM TRAINING AND EXPERIENCE
High school diploma or GED; supplemented by college-level course work or vocational training in finance/accounting; and five (5) years of previous experience and/or training in the areas of accounting, finance, payroll or bookkeeping, to include specific experience in MS Excel (i.e., utilizing spreadsheets, sorting data, application of formulas; budget calculations); or an equivalent combination of education, training, and experience which provides the required knowledge, skills and abilities to perform the essential job functions. Must be knowledgeable in SAP system processes and transactions. Familiarity with HR Personnel Action Forms and processes preferred. Knowledge of OCPS procurement systems and processes such as iBUY and purchasing cards (P-Card, T-Card, A-Card) preferred. Knowledge of Department of Education Red Book preferred.

PERFORMANCE APTITUDES

Data Utilization: Requires the ability to review, classify, categorize, prioritize, and/or analyze data and/or information. Includes exercising discretion in determining data classification, and in referencing such analysis to established standards for the purpose of recognizing actual or probable interactive effects and relationships.

Human Interaction: Requires the ability to provide guidance, assistance, and/or interpretation to others on how to apply procedures and standards to specific situations. Requires the ability to apply principles of persuasion and/or influence.

Equipment, Machinery, Tools, and Materials Utilization: Requires the ability to operate, maneuver and/or control the actions of equipment, machinery, tools, and/or materials used in performing essential functions.

Verbal Aptitude: Requires the ability to utilize a wide variety of reference and descriptive data and information.

Mathematical Aptitude: Requires the ability to perform addition, subtraction, multiplication, and division; ability to calculate decimals and percentages; may require ability to utilize principles of fractions and/or interpret graphs.

Functional Reasoning: Requires ability to carry out instructions furnished in written, oral, or diagrammatic form. Involves semi-routine standardized work with some latitude for independent judgment concerning choices of action.

Situational Reasoning: Requires the ability to exercise the judgment, decisiveness and creativity in situations involving a variety of generally pre-defined duties which are often characterized by frequent change.

ADA COMPLIANCE

Physical Ability: Tasks involve the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (5-10 pounds). Tasks may involve extended periods of time at a keyboard or work station.

Sensory Requirements: Some tasks require the ability to perceive and discriminate sounds. Some tasks require visual perception and discrimination. Some tasks require oral communications ability.

Environmental Factors: Tasks are regularly performed without exposure to adverse environmental conditions, such as dirt, dust, pollen, odors, wetness, humidity, rain, fumes, temperature and noise extremes, machinery, vibrations, electric currents, traffic hazards, animals/wildlife, toxic/poisonous agents, violence, disease, or pathogenic substances.

 The Orange County School District will provide reasonable accommodations to qualified individuals with disabilities to allow them to perform the essential functions of the job when such individuals request an accommodation.