Budget Analyst

Lompoc Unified School District Logo
Lompoc Unified School District
Lompoc, CA, United States
  • Finance
  • FullTime
  • Applications have closed

BUDGET ANALYST POSTING IS OPEN AND PROMOTIONAL WITH PROMOTIONAL TAKING PRECEDENCE The established Eligibility List will remain in effect for one year. The District has the right to limit the number of eligible which can be reasonably used during the existence of the eligibility list. The provisions of this announcement do not constitute an expressed or implied contract and any provisions contained in this announcement may be modified or revoked without notice.

FOR INFORMATION ABOUT THE LOMOC UNIFIED SCHOOL DISTRICT, VISIT OUR WEBSITE AT: www.lusd.org/ Current Vacancy For Immediate Hire: 1 Budget Analyst position for 8.0 hours per day / 12 months Application Process: Applicants who successfully meet the employment standards outlined in the Required Qualifications in the job description and the supplemental questionnaire questions in the application will be invited to participate in the testing process.

Tentative Testing Schedule For This Recruitment: Written Testing Date: April 16, 2026

Qualifications Appraisal Interview Date: April 24, 2026

**EMPLOYMENT STANDARDS

Education And Experience: In order to be considered for this position, applicants must provide detailed information on their application to demonstrate how they meet the employment standards (Minimum Qualifications for Education and Experience and Licenses and other Requirements) shown below:** Any combination equivalent to: Associate degree in business administration, accounting, or related field and three years increasingly responsible experience in professional accounting working with budget development and evaluation. Some experience in a school or governmental setting desirable.Under the direction of the Director-Fiscal Services, perform highly complex financial analysis functions in support of the Fiscal Services department; perform a variety of specialized technical and guidance for accounting and budget functions; manage assigned resources and budgets. assist in the preparation, analysis and maintenance of designated budgets revenue projections, cost analysis, position control and financial reports; assist the Director-Fiscal Servicers create segments of the budget model and provide information about the budget audit assigned funding and spending of assigned programs; develop, analyze and review data, projections, forecasts and trend analyses for expenditures and revenues; evaluate and project annual income and expenditures to determine budget requirements; prepare, maintain and assure accuracy of related budgetary and financial records and reports; assist with the multi-year projection and cash flow for the financial reports.

  • Perform a variety of specialized technical accounting, auditing and budget functions related to the District’s accounting; perform specialized and technical work requiring the application and interpretation of data, facts, procedures and policies; compile projections and prepare preliminary budgets and final adoptions.
  • Analyze, audit and compile statistical information; assure fiscal solvency of assigned funds and budgets; prepare and maintain a variety of complex statistical and narrative records and reports related to audits, disbursements, budgets, requisitions and others as assigned; analyze, compile and submit reports to appropriate federal, State and other agencies; review and approve requisitions in accordance with established guidelines and policies as directed.
  • Assist with Adopted budget and Estimated actuals; prepare and provide financial data and prepare assigned portions of the annual district budget and interim reports; assist with periodic interim budgets.
  • Audit and perform discretionary and nondiscretionary auditing to a variety of proposed budgets to maintain accuracy and adherence to established guidelines.
  • Monitor assigned sections of the budget; project and analyze major items of expense of revenue and make necessary transfers and adjustments; review, analyze and adjust the budget as required.
  • Coordinate payroll functions including position control functions.
  • Maintain budget account structures to assure compliance with State law, regulations and local management needs.
  • Serve as a lead technical resource to District personnel concerning account codes and related fiscal services operations; respond to inquiries and provide detailed and technical information by phone, e-mail, on-site, or remote access.
  • Coordinate budget data and related statistical information of documents and provide budgetary information to other agencies such as County, State, and federal agencies.
  • Prepare comparative budget sheets by program and provide detailed information to District management personnel.
  • Assure compliance with laws and regulations in the various accounting records, procedures and systems of internal controls to determine compliance; determine the accuracy of records of revenues and expenditures and appropriate documentation.
  • Prepare budget revision transfers utilizing the chart of accounts; prepare current and long-range projections of revenues, expenditures and fund balances; provide accurate reports and data.
  • Operate a computer and assigned software; type an input data; create budget worksheets, reports, spreadsheets and other documents as assigned
  • Assist auditors and provide required information and coordinating necessary project activities; assist other personnel within the department to support them in the completion of their work activities.
  • Communicate with personnel, auditors, consultants and outside agencies to exchange information and resolve issues or concerns; collaborate and interface with School site Administrators and staff.
  • Attend meetings and in-service trainings related to assigned activities; assist in coordinating and planning District-wide workshops and trainings; train and provide guidance to Administrators and District staff.

OTHER DUTIES:

  • Perform related duties as assigned.

Education And Experience: Any combination equivalent to: Associate degree in business administration, accounting, or related field and three years increasingly responsible experience in professional accounting working with budget development and evaluation. Some experience in a school or governmental setting desirable.

Knowledge Of:

  • General accounting, budget, and business functions of an educational organization.
  • Preparation, review and control of assigned budgets and accounts.
  • Preparation of financial statements and comprehensive budget reports.
  • General theory and application of budgetary planning and control in a school system.
  • Federal, state, and local laws, codes, and regulations related to assigned financial record keeping and control activities.
  • Financial and statistical record-keeping techniques.
  • Standard Account Code structures (SACS).
  • Methods, procedures, and terminology used in technical accounting work.
  • Financial analysis and projection techniques.
  • Data control procedures and data entry operations.
  • Oral and written communication skills.
  • Interpersonal skills using tact, patience, and courtesy.
  • Modern office practices, procedures, and equipment.
  • Arithmetic computations.

Ability To:

  • Perform a variety of specialized accounting duties to assist in the preparation, analysis and maintenance of designated budgets.
  • Evaluate and project annual income and expenditures to determine budget requirements.
  • Maintain accurate financial and statistical records.
  • Compile, analyze and record financial and statistical data.
  • Prepare reports, forecasts, projections, and recommendations.
  • Verify, balance, and adjust budgets and accounts.
  • Review, process, evaluate and verify a variety of budgetary and financial information.
  • Operation of a variety of office equipment and machines including a computer assigned software and spreadsheet applications.
  • Assure compliance with applicable District policies, procedures, and governmental regulations.
  • Interpret and apply rules, regulations, policies, and procedures.
  • Identify, investigate, and resolve financial errors and discrepancies.
  • Assemble, organize, and prepare data for records and reports.
  • Reconcile, balance and audit assigned budgets, statements, and accounts.
  • Interpret, apply, and explain rules, regulations, policies and procedures.
  • Research CSAM and Ed Code
  • Compare numbers and detect errors efficiently.
  • Communicate effectively both orally and in writing.
  • Establish and maintain cooperative and effective working relationships with others.
  • Work independently with little direction.
  • Meet schedules and timelines.
  • All sections of the application must be completed.
  • Incomplete applications will be screened out.
  • The section titled “Your Record of Experience” must demonstrate the type and years of experience required for this position.
  • A resume will NOT be accepted in-lieu of a completed application.
  • All correspondence will be done by email only. Please add Governmentjobs.com to your safe sender list as some emails go to junk and/or spam folders.
  • PLEASE include three (3) professional references (this can include paid or unpaid volunteer work, persons who know of your work).
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