Financial Analyst III

5267 - Financial Analyst III - Central Services

Salary Grade : 15

First review of applications will be on 2 / 7 / 2025.

This classification prepares, analyzes, reviews, monitors, and forecasts Countywide and departmental budget, financial, and operational data. The role involves providing critical insights and recommendations to support informed decision-making, ensuring fiscal accountability, and aligning resources with strategic objectives. This position may also include leading special projects, developing reports to present complex data clearly to diverse audiences, and identifying opportunities to improve processes and efficiency. The Financial Analyst I, II, and III levels are distinguished by the increasing complexity of the work assigned, the degree of independence, and the ability to lead teams or manage projects.

Essential Functions :

As defined under the Americans with Disabilities Act, this classification may include any of the following tasks, knowledge, skills, and other characteristics. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and tasks performed by incumbents of this class. Work assignments may vary depending on the department’s need and will be communicated to the applicant or incumbent by the supervisor.

• Conducts Countywide and departmental financial studies to analyze current and projected fiscal and operational matters, providing recommendations for new programs or service expansions;
• Gathers, analyzes, and prepares financial and operational reports, including assumptions, methodologies, findings, and recommendations to support decision-making;
• Performs revenue and expenditure forecasting, financial impact analyses, and develops forecasting models and software tools to project budget trends, guide budgetary decisions, and ensure the accuracy of financial estimates and long-term sustainability;
• Reviews, monitors, and evaluates designated County contracts (expense and revenue) to assess their financial impact and reports findings;
• Prepares, reviews, and evaluates Countywide and departmental budget requests, including operating budgets and Capital Improvement Program (CIP) proposals;
• Analyzes and recommends funding levels for departmental capital improvement requests and assesses new and amended CIP budget proposals;
• Updates Countywide and departmental budgets to reflect changes in operations, funding levels, and other adjustments as necessary;
• Monitors and evaluates the fiscal performance of operational and CIP budgets, providing recommendations for adjustments or improvements based on findings;
• Analyzes the fiscal impact of changes to legislation at the federal, state, and local levels and incorporates those impacts into budget planning;
• Designs economic models for forecasting departmental expenditures and revenues, identifies anomalies, and prepares reports on long-term financial projections;
• Participates in budgeting system design, development, and testing, including the preparation of budget books, and assists with tax-related duties, such as gathering property tax rate data.

Minimum Qualifications :

Bachelor's degree from an accredited college or university with a major in accounting, finance, economics, business administration, or a closely related field as defined by the appointing authority at the time of recruitment, AND two years of professional-level experience in accounting, budgeting, auditing, financial analysis or financial management.

Relevant experience and / or education from an accredited college or university may be substituted.)

A Master’s degree or CPA designation may substitute for one year of required experience.)

Qualifying education and experience must be clearly documented in the "Education" and “Work Experience" sections of the application. Do not substitute a resume for your application or write "see resume" on your application.

Preferred Qualifications : (Be specific in describing your experience in your application. Ensure the descriptions provided illustrate your competencies, specifically addressing the required and preferred qualifications.) :

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