Fiscal And Program Specialist

Workforce Solutions Borderplex is one of 28 public workforce development boards in Texas serving the six-county Borderplex region. We are a non-profit opportunity incubator, personalizing the career path and connecting the right people to the right positions. With the tools, programs, and services we provide, we know you can do anything you put your heart into. Our organization and its initiatives have been recognized and awarded by the Texas Workforce Commission for our innovative approach to assisting employers and job seekers.

WSB serves in the spirit of community support. What we do is so important, and we know we can’t do it alone. We serve the regional business community. Our mission is to help them grow stronger so they can create better jobs. We also prepare people to fill those jobs and achieve a sustaining and fulfilling career.

WSB exhibits a growth mindset. We seek individuals who buy into this mission and lead by example by being good stewards of our financial resources, work efficiently to stretch our resources, and support the organization and its community partners so we can collectively elevate the regional economy. Our values include transparency, innovation, accountability, data-driven, impact-driven, integrity, collaboration, and empathy. Join this high-performing team and help us cultivate a bright future for us all.

SUMMARY/OBJECTIVE

We are seeking a dynamic Fiscal and Program Specialist to join our Organizational Effectiveness and Research team. The role involves complex financial analysis, regulatory work, internal audits, and collaboration on compliance reviews for federal, state, and local grants. In addition to these responsibilities, the candidate will play a crucial role in program evaluation, program data analysis, and providing program technical assistance. Experience with advanced Excel and data analysis. Policy interpretation is crucial, and familiarity with platforms like Monday.com and Salesforce is preferred.

ROLE AND RESPONSIBILITIES

• Conduct comprehensive audits to verify both financial and Program data, ensuring accuracy, compliance, and effectiveness.
• Create reports for forecasting purposes, utilizing budgetary information and Program data.
• Ensure compliance with procedures, requirements, laws, and regulations.
• Facilitate and oversight external monitoring reviews.
• Collaborate with service delivery teams to ensure effective program cost and return on investment.
• Ensure the accuracy and integrity of financial data by performing regular audits and reconciliations.
• Conduct program evaluations to thoroughly assess the effectiveness and impact of the programs.
• Conduct program data analysis to assess the effectiveness of service delivery.
• Provide guidance and technical assistance to others, research financial and regulatory compliance.
• Other duties as assigned.

EXPERIENCE AND EDUCATION REQUIREMENTS

Bachelor's degree in accounting, business administration, finance, economics, or a related field preferred. Experience in financial analysis and regulatory work. Experience with advanced Excel and data analysis. Experience with Salesforce is a plus. Experience and education may be substituted for one another.

KNOWLEDGE, SKILLS, ABILITIES

Knowledge of financial analyses, examination procedures for regulated entities, program evaluation, and Program data analysis. Familiarity with financial and industry terminology and practices, as well as statistical analysis. Proficient in the use of a computer and relevant software, with expertise in data modeling. Ability to perform and interpret numerical analyses, assess program effectiveness through evaluations, interpret statutes, analyze, and summarize financial and management records for accuracy and adherence to procedures, rules, and regulations. Capable of preparing comprehensive reports and correspondence regarding findings, effective communication, and providing guidance to others in both financial and Programmatic contexts.

JOB SPECIFIC COMPETENCIES

• Attention to Detail: Ensures information is complete and accurate; follows up with others to ensure that agreements and commitments have been fulfilled.
• Change Management: Encourages prudent risk-taking, exploration of alternative approaches, and organizational learning. Demonstrates personal commitment to change through actions and words.
• Problem Solving: Identifies problems and uses logic, judgment, and data to evaluate alternatives and recommend solutions to achieve the desired organizational goal or outcome.
• Decision Quality: Makes sound decisions that take into account objectives, risks, implications, and agency and govern.

GENERAL/ORGANIZATIONAL COMPETENCIES

• Quality/Compliance: Achieving a standard of excellence with our work processes and outcomes, honoring Company policies and all regulatory requirements.
• Customer focus: Striving for high customer satisfaction, going out of our way to be helpful and pleasant, making it as easy as possible on the customer rather than our department or the Company.
• Communication: Balancing listening and talking, speaking, and writing clearly and accurately, influencing others, keeping others informed
• Collegiality/Collaboration: Being helpful, respectful, approachable and team oriented, cooperating with others, inside and outside the organization, to accomplish objectives to build and maintain mutually beneficial partnerships, leverage information, and achieve results.
• Initiative: Taking ownership of our work, doing what is needed without being asked, following through
• Efficiency: Planning, managing time well, being on time, being cost conscious, thinking of better ways to do things
• Continuous Learning & Self Development: Being receptive to feedback, willing to learn, embracing continuous improvement, proactively investigating new perspectives, approaches and behaviors.
• Integrity/Transparency: Upholds social, ethical, and organizational norms and values; firmly adheres to codes of conduct and ethical principles; behaves consistently, and is open, honest and trustworthy; acts without consideration of personal gain.

ADDITIONAL NOTES

Must possess a valid driver’s license and meet requirements to be included as an authorized driver on the Workforce Solutions Borderplex Commercial Package Policy as stipulated by the insurance carrier. Successful clearance of local and/or state background checks. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice based on business needs.

EEO/ADA

Workforce Solutions Borderplex provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.