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Budget Analyst
Santa Ana, CA

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Santa Ana Unified School District

Categorical Budget Analyst (Classified Permanent SAUSD Employees Only)

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Job Description

Categorical Budget Analyst (Classified Permanent SAUSD Employees Only) at Santa Ana Unified School District Print Application Deadline 10/30/2026 4:30 PM Pacific Date Posted 10/19/2026 Contact Yesenia Lopez (714) 558-5717 Number of Openings 1 Salary Pay Range 6,406
  • $8,502 Monthly Add'l Salary Info Grade 39 Length of Work Year 2026
  • 2027 Employment Type Full Time Department Budget Department Hours Monday
  • Friday 12 months, 8 hours Job Summary Job Summary Under direction, assist division directors in the preparation and administration of budgets for categorical programs; assist in the audit and approval of categorical budget expenditures and categorical personnel staffing transactions.
Job Description /
Essential Elements:
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SANTA ANA UNIFIED SCHOOL DISTRICT CATEGORICAL BUDGET ANALYST BASIC FUNCTION
Under direction, assist division directors in the preparation and administration of budgets for categorical programs; assist in the audit and approval of categorical budget expenditures and categorical personnel staffing transactions.
DISTINGUISHING CHARACTERISTICS
The duties of the Categorical Budget Analyst involve ongoing contact with District and school administrators and the meeting of crucial deadlines. Thorough knowledge and judgment are applied in the budget process relative to accounting transactions and classifications, categorical staffing and personnel allocations and effecting budget revisions and transfer of funds.
REPRESENTATIVE DUTIES
Coordinate the preparation of the Consolidated Application for categorical programs. E Participate in the development of budgetary plans and programs; prepare complex fiscal, statistical and government reports. E Supply District administrators with their estimated allotment for categorical budgets each year under the guidelines established by the Cabinet and the Governing Board. E Provide guidance to schools and departments on staffing units, allocations, transfer of funds and budget adjustments based on enrollment projections and budget parameters. E Meet with site administrators and District staff as needed to provide information, graphs, materials and guidance during the categorical budget preparation process; be available to answer questions and advise school and District administrators on the budget process for their programs. E Make recommendations for budget modifications; prepare the categorical budgets in their final form. E Initiate categorical budget appropriation to cover staffing assignments, employee benefits, supplies and equipment requisitions. E Monitor and audit categorical budgets through review of personnel requisitions and transactions and maintenance of position control file for all categorical District employees; verify numbers and level of personnel to assure funds cover salaries for projected expenses. E Research categorical budget variances and unusual transactions to assure proper account classification; analyze and project costs and report findings and recommendations. E Audit categorical payroll and accounting transactions and prepare reports as necessary regarding categorical budget performance; inform school and department personnel of accounting procedures and proper classification of expenses. E Research categorical program guidelines with governmental agencies to ensure District compliance. E Maintain liaison between divisions, departments, and central budget staff. E Perform related duties as assigned.
KNOWLEDGE AND ABILITIES
KNOWLEDGE OF:
Principles of accounting and proper use of account classifications. Budget techniques and fiscal procedures. Financial record-keeping procedures. Current technology related to categorical budgetary process. School District organization, operations and objectives. Reading and writing communication skills. Oral and written communications skills. City and community cultures.
ABILITY TO
Communicate effectively. Maintain financial records. Prepare and type detailed financial and statistical reports. Operate modern office machines with speed and accuracy and type at an acceptable rate. Work cooperatively with others. Meet schedules and time lines. Use discretion with confidential information. Perform the essential functions of the job.
EDUCATION AND EXPERIENCE
Any combination equivalent to graduation from high school and two years of college-level course work in accounting and/or budgeting and three years of progressively responsible accounting experience, preferably in a school district.
WORKING CONDITIONS
ENVIRONMENT:
Office environment.
PHYSICAL ABILITIES
Hearing and speaking accurately to exchange information. Seeing to read a variety of materials. Sitting for extended periods of time. Dexterity of hands and fingers to operate a computer keyboard. Lifting or moving objects, normally not exceeding twenty (20) pounds. Reasonable accommodation may be made to enable a person with a disability to perform the essential duties of the job with or without reasonable accommodation.
Board Approved:
12/02 Requirements /
Qualifications Instructions:
Complete an online EDJoin application and attach all required documents. Incomplete applications will not be considered for an interview. In addition, applicants are required by law to complete the Mandatory Employment Disclosure by listing all previous Local Education Agency (LEA) employment, including school districts, county offices of education, charter schools, and state special schools.
EDUCATION AND EXPERIENCE/REQUIREMENTS
  • Resume
  • High School Diploma
  • College transcripts In Lieu of the High School Diploma we will accept the following: Proof of BA Degree (Attach copy of degree or transcripts with degree posted) Please complete the online EDJoin application:
THE DOCUMENTS SPECIFIED BELOW MUST BE ATTACHED IN ORDER FOR YOUR APPLICATION TO BE CONSIDERED FOR EMPLOYMENT.
  • Resume
  • High School Diploma
  • College transcripts Requirements /
Qualifications Instructions:
Complete an online EDJoin application and attach all required documents. Incomplete applications will not be considered for an interview. In addition, applicants are required by law to complete the Mandatory Employment Disclosure by listing all previous Local Education Agency (LEA) employment, including school districts, county offices of education, charter schools, and state special schools.
EDUCATION AND EXPERIENCE/REQUIREMENTS
  • Resume
  • High School Diploma
  • College transcripts In Lieu of the High School Diploma we will accept the following: Proof of BA Degree (Attach copy of degree or transcripts with degree posted) Please complete the online EDJoin application:
THE DOCUMENTS SPECIFIED BELOW MUST BE ATTACHED IN ORDER FOR YOUR APPLICATION TO BE CONSIDERED FOR EMPLOYMENT.
  • Resume
  • High School Diploma
  • College transcripts Links Related To This Job Non Discrimination Statement Sexual Harrasment View Other Job Desc.
/ Ess. Elem. CalPERS Links Not all postings qualify for CalPERS. Informational Only. CalPERS Retirement Benefits
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Benefits

  • Dental Insurance
  • Other Retirement and Savings