FINANCIAL REPORTING ANALYST

 

Assists with the preparation of the Annual Comprehensive Financial Report (ACFR) and the Popular Annual Financial Report (PAFR);

Manages reporting software including both year-end and beginning of new fiscal year file maintenance; coordinates data flow with other staff, external auditors and consultants;

Designs and creates financial reports in Oracle to support internal and external reporting needs, ensuring accuracy, timeliness, and alignment with business requirements; retrieves and analyzes data from Oracle ERP, providing insights and reports that enable informed financial decision-making and performance monitoring;

Collaborates with finance and accounting teams to provide monthly, quarterly, and annual financial reports; assists with variance analysis and identifying trends or anomalies in financial data;

Generates customized reports upon request to meet specific data needs from various departments or leadership;

Prepares difficult capital asset schedules and performs numerous reconciliations to ensure accuracy of records; includes updating capital asset inventory for completed projects and researching tax records to ensure all land purchases and donations are reflected in the inventory; prepares all capital asset related journals at year end;

Prepares General Fund, Utility Fund and other interim reports; prepares complex monthly journal entries; analyzes accounts for inconsistencies through the use of the financial software;

Coordinates year-end project closing; evaluates projects for capital status; adds to asset system if warranted; coordinates with other staff to ensure criteria for funding hierarchy is met;

Runs and develops period end processing reports; prepares other periodic reports such as the North Carolina Street report and the National League of Cities yearly report;

Analyzes complex contractor expenditure data for eligibility and prepares annual Powell Bill Report and manages available grant funds by coordinating with the budget office;

Prepares interim financial reports as needed including monthly capital project spending analysis; coordinates with other staff to complete complimenting reports and other schedules; prepares complex charts and graphs;

Creates and generates reports used to prepare annual disclosure as directed by the SEC for proper debt disclosures/updates;

Manages GFOA certification application process; analyzes and prepares detailed correspondence in response to previous year comments; prepares detailed application;

Develops complex queries to extract the detailed financial information needed to prepare and meet all financial reporting needs;

Coordinates project reporting and updates with the budget office; prepares quarterly capital project expenditure queries to send to investment consultants and for the Local Government Commission as needed to track bond projects;

Assists in setting up projects within Oracle Project Accounting, ensuring that proper coding, budget allocation, and tracking mechanisms are in place;

Supports project closeout processes by reconciling accounts and ensuring all project financials align with organizational standards;

Identifies opportunities to streamline reporting and project accounting processes within Oracle, implementing best practices to improve efficiency, data accuracy, and system performance;

Works with the other Finance and IT stakeholders to participate in testing and implementation of Oracle system upgrades, enhancements, or new modules, ensuring proper configuration and minimal disruption to business operations;

Collaborates with department managers and project leads to ensure accurate reporting and alignment with financial objectives, responding to queries and supporting project-related financial requirements;
 
Performs other job-related tasks as required.

 

Thorough knowledge of generally accepted accounting principles and governmental accounting; thorough knowledge of financial reporting; thorough knowledge of financial database structure and content; thorough knowledge of the personal computer and related software; knowledge of basic technology used in compiling financial information; ability to quickly adapt to changing technology and learn new software packages; skill in analyzing problems; ability to analyze a problem and make independent judgments without close supervision; ability to perform independent research and develop recommendations; ability to communicate effectively both orally and in writing; ability to effectively organize and prioritize a multitude of responsibilities; ability to deal effectively with external auditors, consultants, other departments, and finance staff members. Strong communication skills with the ability to explain technical concepts to non-technical stakeholders. Collaborative team player with a proactive approach to identifying and addressing system and reporting needs.
 

Any combination of education and experience equivalent to graduation from an accredited college or university with a bachelor's degree in Accounting. Finance, Information Systems, or a related field and considerable experience in local government finance. 

Advanced degree or certification (CPA, CFA, Oracle Certification) and experience in Power BI is preferred. 

To be considered most qualified, candidates are preferred to have experience in project accounting and working with Oracle Financials ERP, including designing custom financial reports, configuring project modules, and optimizing ERP workflows.