Fort Bend ISD
Analyst (Sr) - Financial Bond
Fort Bend ISD, Sugar Land, Texas, United States, 77479
Job Overview
The Bond Financial Manager oversees the financial management of the District's bond funds, ensuring compliance with regulations and alignment with the District's mission. This position will maintain the accounting systems, perform cash flow analysis, manage bond budgets, prepare financial reports, and assist with procurement processes. The role ensures financial stability and effective execution of bond projects.
Position Description
Essential Duties and Responsibilities
Develops and maintains accounting and reporting systems for the control of revenues and expenditures for all Bond funds and drawdowns. Works collaboratively with Design and Construction to identify and initiate internal control processes and to reconcile and report on the Bond's financial assets. Ensures alignment to the Bond Program within the context of the District's mission, values, goals and objectives. Ensures all local, state, and federal laws and regulations related to bond expenditures are met.Provides cash flow analysis for all capital accounts and other analytical reports and analysis as needed. Works with the District Treasurer on investment management for Bond funds. Ensures timing of debt issuance is aligned with tax rate capacity within the District's Debt Service Fund.Prepares a comprehensive Bond Project Report for each project, updating the budget with encumbrances and actuals monthlyPrepares and presents presentations of bond information for internal stakeholders, public committees, and the board of trustees as neededAssists in developing, managing, supervising, and monitoring the preparation of the District's multi-year Bond project budgets. Assists the Design and Construction department with evaluating inflationary impact on bond projects and ability to complete projects within budget and scope. Provides real time budget data for all capital projects.Provides complex technical analyses and report preparation on Bond projects to ensure financial stability and adherence to the District's Fiscal and Budgetary Strategy and Disclosure Strategy, as well as applicable local, state, and federal requirements and Generally Accepted Accounting Principles (GAAP).Assists with bond related procurement and purchasing. Tracks and reviews all change order requests, requisitions, and payments for ongoing projects. Works with the Purchasing and Materials Management department to ensure compliance with District procurement policy and applicable local, state, and federal requirements. Coordinates with other District departments as needed to ensure consistent and appropriate use of vendors.Assists in the negotiation of contracts, contract services, and leases for the District, with the assistance of Purchasing and Materials Management department, and District counsel.Maintain oversight for budget and actual transactions in bond funds and review each account for deficit balances and prepares fund reconciliations as needed.Supervisory Responsibilities
None
Qualification Requirements
To perform this job successfully, an individual must be able to perform each of the above essential duties satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or abilities, required unless otherwise stated as preferred. Reasonable accommodations may be made to enable individuals with disabilities to perform the essentials functions.
Bachelor's degree in finance, accounting, political science, economics, statistics or related fieldMaster's degree preferredCertified Government Finance OfficerRegistered TX School Business AdministratorMinimum of 5 years of experience with Financial and capital project planningAbility to establish and maintain effective working relationships with departmental staff, departmental and campus budget holdersAbility to communicate effectively, both orally and in writingDemonstrated knowledge of research techniques, statistical gathering and analysis as well as principles, practices and methods of budget analysis and controlKnowledge of key productivity indicators (performance indicators)Knowledge of fiscal impact, statistical and financial analysis techniquesKnowledge of government structure and leadershipKnowledge of project management, project planning, and problem solvingAbility to analyze, interpret, and evaluate reports and dataSelf-disciplined and capable of working with minimal supervision in a fast-paced environmentAbility to organize work load in order to meet deadlines and to handle multiple tasks simultaneouslyThorough knowledge of computer spreadsheet programs; PeopleSoft Financial Application experience preferredPhysical Requirements/Working Conditions
The work environment characteristics and physical demands described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is performed in classrooms, offices, work stations and meeting rooms.
The position requires occasional walking, standing, sitting, bending, stooping, kneeling, crouching, crawling, and lifting/carrying work related items weighing less than 40 pounds, such as books, papers and presentation materials. The employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus. Attendance at conferences and professional development is required. Work involves everyday risks and discomforts which require normal safety precautions when operating equipment or performing job duties. May work prolonged or irregular hours and must be able to maintain emotional control under stress.
Additional Information
The work generally involves only exposure to normal, everyday risks. Work is subject to deadlines and may require tailoring and delivering programs to meet the needs of many groups. Work is located in the administration building and is subject to normal interruptions. Must be able to handle stressful situations as necessary. Little to no exposure to danger. Everyday risks require normal safety precautions.
The Bond Financial Manager oversees the financial management of the District's bond funds, ensuring compliance with regulations and alignment with the District's mission. This position will maintain the accounting systems, perform cash flow analysis, manage bond budgets, prepare financial reports, and assist with procurement processes. The role ensures financial stability and effective execution of bond projects.
Position Description
Essential Duties and Responsibilities
Develops and maintains accounting and reporting systems for the control of revenues and expenditures for all Bond funds and drawdowns. Works collaboratively with Design and Construction to identify and initiate internal control processes and to reconcile and report on the Bond's financial assets. Ensures alignment to the Bond Program within the context of the District's mission, values, goals and objectives. Ensures all local, state, and federal laws and regulations related to bond expenditures are met.Provides cash flow analysis for all capital accounts and other analytical reports and analysis as needed. Works with the District Treasurer on investment management for Bond funds. Ensures timing of debt issuance is aligned with tax rate capacity within the District's Debt Service Fund.Prepares a comprehensive Bond Project Report for each project, updating the budget with encumbrances and actuals monthlyPrepares and presents presentations of bond information for internal stakeholders, public committees, and the board of trustees as neededAssists in developing, managing, supervising, and monitoring the preparation of the District's multi-year Bond project budgets. Assists the Design and Construction department with evaluating inflationary impact on bond projects and ability to complete projects within budget and scope. Provides real time budget data for all capital projects.Provides complex technical analyses and report preparation on Bond projects to ensure financial stability and adherence to the District's Fiscal and Budgetary Strategy and Disclosure Strategy, as well as applicable local, state, and federal requirements and Generally Accepted Accounting Principles (GAAP).Assists with bond related procurement and purchasing. Tracks and reviews all change order requests, requisitions, and payments for ongoing projects. Works with the Purchasing and Materials Management department to ensure compliance with District procurement policy and applicable local, state, and federal requirements. Coordinates with other District departments as needed to ensure consistent and appropriate use of vendors.Assists in the negotiation of contracts, contract services, and leases for the District, with the assistance of Purchasing and Materials Management department, and District counsel.Maintain oversight for budget and actual transactions in bond funds and review each account for deficit balances and prepares fund reconciliations as needed.Supervisory Responsibilities
None
Qualification Requirements
To perform this job successfully, an individual must be able to perform each of the above essential duties satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or abilities, required unless otherwise stated as preferred. Reasonable accommodations may be made to enable individuals with disabilities to perform the essentials functions.
Bachelor's degree in finance, accounting, political science, economics, statistics or related fieldMaster's degree preferredCertified Government Finance OfficerRegistered TX School Business AdministratorMinimum of 5 years of experience with Financial and capital project planningAbility to establish and maintain effective working relationships with departmental staff, departmental and campus budget holdersAbility to communicate effectively, both orally and in writingDemonstrated knowledge of research techniques, statistical gathering and analysis as well as principles, practices and methods of budget analysis and controlKnowledge of key productivity indicators (performance indicators)Knowledge of fiscal impact, statistical and financial analysis techniquesKnowledge of government structure and leadershipKnowledge of project management, project planning, and problem solvingAbility to analyze, interpret, and evaluate reports and dataSelf-disciplined and capable of working with minimal supervision in a fast-paced environmentAbility to organize work load in order to meet deadlines and to handle multiple tasks simultaneouslyThorough knowledge of computer spreadsheet programs; PeopleSoft Financial Application experience preferredPhysical Requirements/Working Conditions
The work environment characteristics and physical demands described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is performed in classrooms, offices, work stations and meeting rooms.
The position requires occasional walking, standing, sitting, bending, stooping, kneeling, crouching, crawling, and lifting/carrying work related items weighing less than 40 pounds, such as books, papers and presentation materials. The employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus. Attendance at conferences and professional development is required. Work involves everyday risks and discomforts which require normal safety precautions when operating equipment or performing job duties. May work prolonged or irregular hours and must be able to maintain emotional control under stress.
Additional Information
The work generally involves only exposure to normal, everyday risks. Work is subject to deadlines and may require tailoring and delivering programs to meet the needs of many groups. Work is located in the administration building and is subject to normal interruptions. Must be able to handle stressful situations as necessary. Little to no exposure to danger. Everyday risks require normal safety precautions.