Financial Analyst Senior

SUMMARY:  Incumbents perform advanced professional budget preparation and financial analysis work. This position provides frequent analysis of the City's financial position to aid in decision making and reporting throughout the year and is engaged in various municipal budget compliance tasks and other special assignments. This position also monitors and reviews policies and procedures/processes, prepares financial analyses for short and long-range revenue and expenditure forecasts, and leads process improvements. Work is complex and requires independent judgment and leadership based upon a broad background of experience.

ESSENTIAL DUTIES & RESPONSIBILITIES:

The list of duties and responsibilities is illustrative only, and is not a comprehensive listing of all the duties and responsibilities performed.

• Prepares, reviews, interprets, and analyzes a variety of information, data and reports; makes recommendations based on findings
• Assists with the design, development, and preparation of monthly, quarterly, and yearly financial reports
• Assists with the design, development, and preparation of a budget book
• Analyzes changes in operating or capital fund balances and prepares comprehensive reports on the financial condition of all operating and capital funds and recommends solutions to identified problems
• Monitors grant funded City programs, including Federally funded programs, and prepares reports as required
• Assists with training on the accounting software
• Assists with changes to the budget as they arise during the fiscal year
• Assists with legal budget adoption and amendment schedules, resolutions and Council agenda items in conformance with statutory requirements
• Coordinates and participates in the preparation of the annual budget and capital improvement program (CIP), ensuring compliance with applicable laws, regulations, and recommended budget practices
• Assists with project management; provides expertise to coordinate and implement division or citywide systems and projects
• Assists with program/system evaluation and organizational analysis; monitors procedures and methods
• Researches economic indicators, analyzes factors and trends, and provides updates to management on the economy
• Reviews departmental operating and capital budgets, and recommends budget allowances
• Develops and prepares short-term and long-term revenue forecasts and expenditure forecasts as needed
• Conducts analysis and produces reports of personal service and other costs as requested; provides costing support and analysis during the labor negotiation process
• Monitors and forecasts cash balances to ensure proper liquidity and maximization of investment income
• Participates in the preparation of the Comprehensive Annual Financial Report (CAFR), and annual audit of financial statements, ensuring compliance with applicable laws, regulations and audit requirements based on area of responsibility
• Maintains effective working relationships with department staff and the general public
• Maintains and upgrades professional knowledge, skills, and development by attending seminars and training programs and reading trade and professional journals and publications
• Performs the essential duties of the job in the conditions described in the physical demands and work environment sections below
• Maintains regular attendance and punctuality
• Serves as backup for multiple functions within the Finance Department
• Performs other duties of a similar nature or level

 SUPERVISORY RESPONSIBILITES:

None

QUALIFICATIONS:  

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Knowledge of:

• Principles, practices and methods of municipal budget preparation
• Principles, practices and methods of governmental accounting
• Principles and practices of public administration and government organization
• Principles and techniques of systems, statistical and procedural analysis
• Research techniques and financial forecasting methodology
• Federal, state and local laws, codes, and regulations applicable to budgeting 

Skill in:

• Verbal and written communication
• Keyboarding
• Using Microsoft Excel, Word, and Access
• Making changes to accounting software packages

Ability to:

• Make arithmetical computations quickly and accurately
• Analyze and interpret fiscal accounting records and prepare accurate and complete financial reports
• Perform economic and policy analysis
• Conduct best practice research, customer service surveys and productivity studies
• Gather facts, analyze and report research findings in a clear, complete, and logical form
• Provide quality services in a cost-effective manner and recommend improved methods of performing the work
• Maintain records efficiently and accurately and to prepare clear and concise reports
• Perform a wide variety of duties and responsibilities with accuracy and speed under the pressure of time-sensitive deadlines
• Produce written documents in the English language with clearly organized thoughts using proper sentence construction, punctuation and grammar
• Communicate and use interpersonal skills to interact with coworkers, supervisor, the general public, etc., to sufficiently exchange or convey information and to receive work direction 

EDUCATION AND/OR EXPERIENCE:

Bachelor's Degree in Economics, Finance, Accounting, Public Administration, or other business-related field from an accredited institution, and three years professional experience in financial cost analysis, budget preparation, or a closely related financial/fiscal activity, or an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above. Additional education cannot be substituted for experience.

CERTIFICATION/ LICENSURE:

Must have at the time of hire and be able to maintain a valid Ohio driver license.

ADDITIONAL INFORMATION:

The work environment and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

PHYSICAL DEMANDS 

Sedentary Work: Exerting 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, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

WORK ENVIRONMENT

Position is typically office or administrative work and is not substantially exposed to adverse environmental conditions.

Salary : $55,506 - $83,259