Wilkes County Schools

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Human Resources - WCS Job Descriptions » Budget Analyst

Budget Analyst


Under general supervision performs a large variety of complex fiscal, budgetary, administrative, and office duties requiring a keen awareness of all aspects of Federal and Special Programs. Work involves managing multiple budget codes and data bases; maintaining complex computer- based accounting systems; generating budgetary reports; providing informational data; maintaining numerous hard-copy and computerized records and files; drafting informational documents, spreadsheets and correspondence using a variety of computer-driven word processing, spread sheet, and file maintenance programs; and the ability to use discretionary judgment, analysis and independent action. Reports to the Director of Finance




Establishes and maintains financial databases, spreadsheets, and daily balances for all Federal Programs fund expenditures, staff development/travel reimbursements, substitute teacher payroll by budget code, school, program area, and description of items ordered for departmental planning, management purposes and federal audit requirements.

Uses a variety of mathematical formulas; summarizes Federal and Special Programs fiscal and budgetary information; prepares reports required for annual application for State, Local and Federal funds.

Summarizes data from various budget codes into comprehensive reports with limited instructions as required for auditing purposes of all funds and continued funding.

Tracks the progress of all Federal and Special Programs.

Reconciles monthly reports from Finance for budget codes to verify that transactions and balances are accurate and takes appropriate steps to make corrections as needed to ensure that Federal and State funds are not reverted and expenditures do not exceed annual allotments.

Reconciles monthly salary reports to verify employees are paid from the correct code.

Manages requests to pay related costs for staff development and/or conferences as approved. Verifies substitute names, rate of pay, number of days, etc. Provides correct budget code to Payroll and enters funding data into spreadsheet of appropriate funding source.

Processes information using a variety of computer driven word processing, spreadsheet and file maintenance programs which requires use of a variety of complicated formats for preparing correspondence, reports, information, and data packets required for continued funding. Work includes responsibility for accuracy of financial data, spelling, punctuation, format and grammar.

Works with individual schools with financial reporting.

Develops audit requirements for schools and does on-site auditing at year-end and school visits during the school year.

Communicates with school bookkeepers and organizes information sharing workshops and meetings as needed.

Prepares year-end reports for LGC from schools financials.


Performs other related work as required.




Graduation from high school.  Supplemented by college-level work in bookkeeping or accounting, with an associate’s degree preferred.  1 to 2 years of experience in accounting-technical clerical work; or any equivalent combination of training and experience which provides the required knowledge, skills, and abilities.




Must be physically able to operate a variety of automated office machines including computers, calculators, printers, copiers, etc.  Must be able to exert up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.  Sedentary work involves sitting most of the time, but may involve walking or standing for periods of time.


Requires the ability to compare and/or judge the readily observable, functional, structural, or composite characteristics of data, people or things.


Requires the ability to speak and/or signal people to convey or exchange information.  Requires the ability to read correspondence, invoices, purchase orders, accounting journals, travel reports, checks, etc.  Requires the ability to prepare correspondence, reports, vendor payment packets, etc. using proper format.


Ability to apply common sense understanding to carry out instructions furnished in written or oral form to deal with problems involving several concrete variables in or from standardized situations.




Thorough knowledge of the operations and activities of the department.

Thorough knowledge of and ability to use grammar, vocabulary, spelling, and punctuation.

Thorough knowledge of office practices and procedures.

Considerable knowledge of common word processing, spreadsheet, and file maintenance programs.

Considerable knowledge of state statutes, tax and banking requlations.

Considerable knowledge of NC DPI specialized planning and data software programs.

Considerable knowledge of computers and peripheral equipment.

Considerable knowledge of specialized financial data programs.

Considerable knowledge of auditing and accountability data requirements of the department.

Ability to maintain complete and accurate records and to develop standard and complex financial reports from those records.

Skill to operate a computer.

Ability to work independently with little guidance.

Ability to maintain confidential information.

Ability to interact and deal with the public in a professional manner.

Ability to generate correspondence and reports independently.

Ability to operate common office machines.

Ability to plan and prepare meeting agendas.

Ability to sort and distribute documents.

Ability to respond to questions based on considerable knowledge of the department.

Ability to understand and follow oral and written instructions.

Ability to type accurately at a moderate rate of speed.

Ability to establish and maintain effective working relationships as necessitated by work assignments.



REPORTS TO:     Director of Finance

FSLA STATUS:    Non-Exempt


The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees in this job.