Revenue and Performance Analyst

Position closes March 15, 2025

Applications Reviewed when Received

The primary focus of this position is to proactively look for ways to enhance the City's fiscal health.  This will involve researching and assisting in seeking out new revenues sources such as grants and using financial and performance data to find efficiencies with City operations.

Work activities involve multiple skills and may include any or all of the following depending on area of assignment, department needs, emergency services, special projects and seasonal factors: 

• Establish and maintain effective and cooperative working relationships with city officials, department heads, city staff, outside agencies, grant recipients and sub-recipients, and the public using good judgement to handle customer feedback, respond to inquiries and resolve concerns in a positive and timely manner using tact and courtesy, sometimes under stressful situations.
• Assist in identifying, researching, writing, and submitting grants to both enhance and sustain the City’s existing operations and programs and to successfully achieve the City’s capital plan and City Council goals, objectives and/or priorities.
• Assist in tracking and managing  grants electronically and adhere to all policies to ensure compliance with granting agency guidelines and federal, state, and local laws and regulations.   Submit reimbursement requests and work with relevant City departments on reporting, as assigned.  Ensure reimbursement and reporting deadlines are met. Assist with producing  documents and reports and provide information for the City’s Annual Financial Report, as assigned.
• When assigned and as needed, monitor subrecipients for compliance with applicable federal, state, or local grant guidelines and regulations and provide subrecipient risk assessments to include internal controls, conflict of interest policies, accounting systems, cash handling and disbursements, past audit findings, debarment/suspensions, and other items.
• Research and produce reports on non-grant revenue opportunities for the City and assist in the development of implementation plans.
• Collect, interpret, and present data to enhance the City's business intelligence efforts.
• Through use of financial  and performance measurement data, determine effectiveness and assist in the development of efficiency improvement proposals for City operations and programs.  Review program/initiative proposals and business plans with a focus on the City’s financial health.
• Assist in the development, tracking, monitoring and refining of performance measures for City operations and programs as assigned.
• Perform financial and performance analysis, conduct studies, and produce reports of findings, potential scenarios, and recommended actions as assigned.
• As directed, attend and/or prepare and deliver presentations to meetings with staff, elected and appointed bodies, business and community groups, and outside agencies and governing bodies.  You may be assigned as the finance/Oak Harbor staff liaison with one or more groups.
• Develop and maintain current Standard Operating Procedures (SOPs) with step-by-step instructions for critical functions.
• Be a team leader on projects and initiatives.
• Be available to assist work colleagues and request assistance as needed.

Associated Functions:

1. Attend approved continuing education meetings, trainings, seminars, and conferences.
2. Serve as department representative on select grant and/or project related committees or tasks forces.
3. Participate in staff meetings to discuss successes, accomplishments, upcoming activities, workplans, resource needs, and concerns in a solution-oriented manner.
4. Perform other duties and responsibilities as assigned.

Supervisory Responsibility:

No direct supervisory responsibility.

Performance Requirements (Knowledge, Skills and Abilities):

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, with or without reasonable accommodation.

Knowledge of:

• Federal uniform guidance 2 CFR 200 for grants and other applicable restrictions/rules including the Expenditures of Federal Awards forms (SEFA)
• Generally accepted accounting principles and the fundamental theories in accounting and finance.
• Technical financial management, analytical, reporting, and project tracking practices in a government environment utilizing a municipal accounting system or Enterprise Resource Planning (ERP) software.
• The State of Washington’s Budgeting, Accounting and Reporting System (BARS) including the Expenditures of State Financial Assistance form (Schedule 15) and SEFA (Schedule 16).
• Reporting and compliance requirements for federal and state grants.
• Latest municipal budgeting best practices as published by the Government Finance Officers Association (GFOA).
• Program performance measurement as it relates to municipal budgeting.

• Advanced writing, communication, and mathematic skills.
• Advanced Microsoft Excel skills including the use of PivotTables, advanced formulas, and the Data Analysis and Solver tools.
• Working with and manipulating data from organization-wide accounting and/or ERP systems.
• Financial and performance transparency using business intelligence software.
• Teambuilding techniques.

Ability to:

• Understand and foster a positive workplace environment.
• Compose complex correspondence, studies, and reports as well as ability to research, organize and compile data into meaningful reports.
• Solve problems and provide potential scenarios and recommendations.
• Work independently of specific instruction but in conformance with established practices and procedures.
• Prioritize multiple projects with competing deadlines.
• Perform work activities neatly, accurately, and efficiently.
• Adapt to and expeditiously become an advanced user with changes or updates to assigned financial, performance, and business intelligence software.
• Learn SQL Server Reporting Services to produce customized database reports.
• Learn and utilize advanced municipal budgeting techniques (e.g., outcome-focused budgeting, program-performance budgeting, priority-based budgeting).
• Utilize standard office equipment including personal computer and other electronic devices and associated Citywide and department-specific software.
• Lead, but not supervise, ad hoc teams consisting of colleagues in various city departments and occasionally outside agencies.

An equivalent combination of education, training and experience that provides the required knowledge, skills, and abilities to perform the essential job functions may be considered. 

• Bachelor’s degree in Business or Public Administration, Finance, Economics, Accounting, Information Technology, Planning, or related discipline.
• Five (5) years professional experience in finance, municipal budgeting, statistics, forecasting, or accounting; preferably in a local government setting.
• Excellent computer operation skills and experience with a variety of software programs including Microsoft Office applications, database, customized and menu-driven programs, including accounting and Enterprise Resources Planning (ERP) systems. 
• Advanced Microsoft Excel skills required (refer to Performance Requirements above)

• Valid driver's license and ability to provide a diver’s abstract with a good driving record.  

• Complete a comprehensive criminal background screening prior to hire, to include credit check to be bonded.

Preferred Qualifications:

• Certified Public Finance Officer (CPFO) or ability to obtain CPFO or similar designation.

The physical demands and characteristics of the work environment described here are representative of those occurring in the performance of the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work is performed in an office environment and requires the ability to move or remain stationary for extended periods of time and access all areas of the facility including stairs. Work requires the ability to communicate information and ideas so others understand, ability to observe details at a close range and ability to operate a personal computer, telephone, and other equipment, and occasionally moving items more than twenty-five (25) pounds.

Safety Statement:

We expect employees to ensure compliance with all applicable safety practices and policies, including those established by Occupational Safety and Health Administration (OSHA)/Division of Occupational Safety and Health (DOSH) regulations and the City’s Accident Prevention Program (APP). This includes, but is not limited to, actively identifying, and correcting potential hazards that may affect employee and public safety, including those identified by co-workers. Leading by example to promote a positive culture of workplace safety through everyday action, emphasizing safe completion of work throughout all aspects of developing and carrying out work plans.

Salary : $6,138 - $8,161