Financial Analyst III ( May underfill at a level II or I)

Position Title

Financial Analyst III ( May underfill at a level II or I)

Job Description

Job Profile Summary

Incumbent performs professional Financial Analyst assignments, including special studies and surveys to summarize and analyze complex financial actions and prepare recommendations for policy, procedure, control or action. Provides interpretation and application of department or division-level financial policies, governmental legislation, accounting theory or customer financial regulations which may require knowledge of financial principles, practices, and application. Evaluates financial reports, plans, capital expenditures, billing/assessments, revenue management, operating records, and financial statements.

Directs and/or assists in the preparation of special studies, reports, analyses, and recommendations in areas such as budgets, forecasts, financial systems/plans, capital improvement planning, internal controls, legislative requirements, statistical reports, and business forecasts for management use. Coordinates with all levels of management to gather, analyze, summarize, and prepare recommendations regarding one or more of the following: financial plans, budgetary controls, acquisition activity, trended future requirements, operating forecasts, and similar complex financial matters.

Job Level Distinctions

FINANCIAL ANALYST I - Follow established procedures, performs specialized financial, accounting or planning activities following general project or departmental guidelines, procedures and precedents in support of various financial functions such as budgeting and auditing. Exercises discretion and independent judgment in the afore-mentioned duties. Requires one to three years of related work experience.FINANCIAL ANALYST II – Demonstrates a sound understanding of, and ability to follow, established procedures, departmental guidelines, and precedents in performing various financial functions. Following general instructions and with discretion as to work details, performs specialized financial, accounting, investigations, coordination and analysis requiring competence and specialized knowledge of various financial functions such as budgeting and auditing. Requires three to five years of related work experience.FINANCIAL ANALYST III – Demonstrates a sound understanding of, and ability to follow, established procedures, departmental guidelines, and precedents in performing various financial functions. Demonstrates sound discretion and competence in performing financial functions related to financial, accounting, investigation, coordination, and analysis. Develops, interprets, and implements highly complex financial/accounting concepts and advanced techniques for financial planning and control. Provides specialized technical analysis to determine present and future financial performance. Directs the development and implementation of new concepts and techniques for financial information analysis. Requires five to eight years of related work experience. A Master’s degree level of education or certification may be required at this level.FINANCIAL ANALYST IV – Demonstrates a sound understanding of and ability to follow, established procedures, departmental guidelines, and precedents in performing various financial functions. Demonstrates sound discretion and competence in performing financial functions related to financial, accounting, investigation, coordination, and analysis. Demonstrates ability to interpret and implement highly complex financial/accounting concepts and advanced techniques for financial planning and control. Demonstrates ability to provide specialized technical analysis to determine present and future financial performance, as well as the ability to direct the development and implementation of new concepts and techniques for financial information analysis. Prepares special reports and financial studies for management and alerts them to significant variances to plan. Coordinates, negotiates, and resolves financial compliance issues to ensure accurate interpretation. Conducts and may lead audits. Develops and/or modifies major policies and procedures for financial reporting and cost analysis in specialized areas. Provides interpretation of accounts, methods and records for directors, managers, and officials. May provide work leadership for a finance/accounting functional unit. Requires eight or more years of related work experience. A Master’s degree level of education or certification may be required at this level.

Minimum Qualifications

Graduation from an accredited four-year college or university with a degree in accounting, finance, business administration, public administration, or related field plus work experience, as stipulated for each level noted above. Education and work experience may be substituted one for the other on a year-for-year basis.Knowledge of finance and accounting theory, including generally accepted accounting principles. Ability to perform complex statistical analysis and research methods used in budgeting, forecasting, financial analysis, and financial modeling.May require knowledge of the specific laws, ordinances and regulations governing financial operation of the City and experience in municipal accounting/auditing.Basic typing skills and advanced knowledge of personal computer operation, including proficiency with office software applications such as MS Word and Excel and accounting programs.Ability to communicate effectively with others across all necessary mediums.Ability to understand and follow oral and/or written policies, procedures and instructions.Ability to perform a wide variety of duties and responsibilities with accuracy and speed under the pressure of time-sensitive deadlines.

Working Conditons

Light physical effort. Some discomfort associated with prolonged periods of confinement to work station, concentrating on figures and computer reports, and video display screens.Low to high exposure to stressful situations as a result of human behavior and associated job demands.

The above statements are intended to describe the general nature and level of work being performed by persons assigned to this job. They are not intended to be an exhaustive list of all duties, responsibilities and skills required of personnel so classified. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.

This Position Is Eligible For Full City Benefits, Including

Health, dental, vision, and life insurance13 paid holidays per yearPaid vacation and personal leaveSix weeks of paid parental leaveRetirement contributions toward a pension plan or 401(k)A robust EAP that provides emotional support, work-life solutions, legal guidance, and financial resources, including up to 15 counseling sessions for you and your household family members at no costTuition reimbursementDiscounted supplemental benefits like pet insurance, legal services, and shopping

This position will remain open until filled and may close at any time without notice.

POSITION TYPE

Full-Time

POSITION SALARY RANGE

Financial Analyst III $33.72 - $58.36

Financial Analyst II $26.42 - $45.64

Financial Analyst I $22.84 - $39.45

DEPARTMENT

Finance

Full Time/Part Time

Full time

Scheduled Hours

40