Job Description

POSITION TITLE (Oracle title)

FACILITY BOND ANALYST II

WORKING TITLE

Facility Bond Analyst Team Lead

SCHOOL/DEPARTMENT

Finance

LOCATION

Crossroads III, Cary, NC

PAY GRADE

Noncertified Grade 30

FLSA STATUS

Nonexempt

ELIGIBILITY FOR EMPLOYMENT CONTRACT

No

WORK WEEK SCHEDULE

Monday-Friday (occasional evenings and weekends) Position is available for a Hybrid Telework workweek

POSITION PURPOSE:

Under the general direction of the Fiscal Administrator for Facilities and Operations, takes a leading role in training and reviewing the work of the Facility Bond Analyst I. Interprets and applies specific rules and regulations governing the processing of fiscal documents, maintenance of financial records, and preparation of fiscal reports. Collaborates closely with project managers, administrators, supervisors, and directors to ensure fiscal compliance and effective budget management for each project.

MINIMUM QUALIFICATIONS:

KNOWLEDGE, SKILLS, AND ABILITIES (KSAs)

• Extensive knowledge and understanding of accounting practices and generally accepted accounting principles (GAAP);
• Considerable knowledge of Microsoft Office, specifically Microsoft Word, Excel, Power Point; Google Apps;
• Excellent organizational skills;
• Strong critical thinking, analytical, and problem-solving skills with a high level of accuracy and attention to detail;
• Skilled in operating accounting systems, including data management, research, and problem resolution;
• Proficient in creating and processing contracts related to purchase orders, with strong skills in budget procedures, accounting, purchasing, and procurement;
• Ability to learn and research new concepts, analyze relevant facts, make sound recommendations, and integrate approved recommendations into daily operation;
• Ability to demonstrate independent initiative in performing assignments, exercising judgment in the absence of clear directives;
• Ability to communicate clearly and concisely both in oral and written form using a variety of communication techniques and tools to ensure the appropriate flow of information, collaborative efforts, and feedback;
• Ability to establish and maintain effective working relationships with school system staff, staff members of external funding agencies, and the community.

EDUCATION, TRAINING , AND EXPERIENCE

• Bachelor’s degree in business, accounting, or closely related field;
• Two years of experience in finance, accounting, or budgeting;
• Leadership skills and experience;
• An equivalent combination of education and relevant experience sufficient to successfully perform the essential duties of the job.

CERTIFICATION AND LICENSE REQUIREMENTS

• Must hold and maintain a valid motor vehicle operator’s license according to the State of NC requirements.

PREFERRED QUALIFICATIONS:

• Knowledge of Wake County Public School System (WCPSS) financial systems and processes;
• Experience working with Oracle-based accounting systems;

• Experience with Audit Command Language (ACL) or other data mining tool;
• Experience with project management software (Kahua, Primavera Contract Manager, Maximo);
• Experience analyzing construction service proposals and bid documents.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Provides overall direction and leadership for Capital Improvement Plan (CIP) staff, ensuring effective fiscal operations and adherence to financial policies and standards.
2. Achieves compliance with fiscal policies through proactive communication and comprehensive training programs for internal and external stakeholders.
3. Ensures the integrity of all financial transactions related to the building program, maintaining high standards of accuracy and compliance. Guarantees adherence with statutory requirements for records retention, establishing robust procedures and training for staff.
4. Ensures the accuracy and integrity of contracts and change orders using advanced project management tools.
5. Works closely with the Fiscal Administrator to evaluate the financial health of construction projects, supporting strategic fiscal planning and future budget development.
6. Prepares and manages bond fund allocation plans, ensuring correct budget code assignments and alignment with the CIP, as approved by relevant boards.
7. Delivers regular financial updates and strategic insights to department leadership, supporting informed decision-making and long-term planning. Prepares and analyzes monthly financial reports for internal and external use.
8. Manages the efficient processing of contractor and project payments, adhering to established timelines and financial protocols. Maintains rigorous standards for invoice and payment processing, ensuring accuracy and timely resolution of discrepancies.
9. Oversees the municipal permit payment process, ensuring timely and accurate transactions in coordination with relevant offices.
10. Manages the publication and distribution of the bond calendar, resolving timeline conflicts and ensuring alignment with contractual obligations.
11. Leads the coordination of land closings and easement acquisitions, ensuring timely and accurate completion of all related financial transactions.
12. Performs other related duties, as assigned.

WORK ENVIRONMENT/PHYSICAL REQUIREMENTS

This job operates in a professional office environment and has a noise level of mostly low to moderate. This role routinely uses standard office equipment such as computers, scanners, and copiers. The position, at times, must be able to come into direct contact with school system staff, students, and the public. Work is considered light physical work, requiring the exertion of up to ten pounds of force. The work occasionally requires driving automotive equipment.

EFFECTIVE DATE: 2/2025

DISCLAIMER: The above statements are intended to describe the general purpose and responsibilities assigned to this position. They are not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and skills required by the employees assigned to this position. This description may be revised by HR and approved at any time.

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