Fiscal Analyst

Fiscal Analyst

Job Category : Classified Leadership

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 :

Collaboration & Technical Support :

Technology & Data Management :

Other Duties :

Qualifications Guide :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Education & Experience :

Other Qualifications :

Knowledge / Ability :

Skills :