POSITION TITLE: Budget & Financial Analyst
DEPARTMENT: Finance
DIVISION: Administration & Budget
SALARY: $60,091.00 yr
CLOSING DATE: Until Filled
Job Summary/Scope
Provides review, analysis and reporting on the City’s financial and budgeting activities as assigned. Assists in preparation of the annual operating and capital budgets, as well as the performance component of the operating budget. Assists in the administration of the financial aspects of the various economic development and redevelopment agreements and activities of the City. Performs other special assignments and projects upon request.
Essential Duties and Responsibilities
- Responsible for the analysis and preparation of internal monthly financial reports. Prepares draft versions of quarterly and annual financial and performance reports using Microsoft Excel and other software as required. Responsible for the development of annual cost allocation plans (A-87 Indirect Cost Plan and Full-Cost Plan) and other cost-of-service projects as requested.
- Assists in the administration of the financial aspects of the various development agreements and contracts, and of the tax incentive projects entered into by the City.
- Monitors the distribution of EATS and PILOT receivables from the taxing districts of all tax incentive projects entered into by the City. Prepares and monitors reimbursement requests as necessary for annual reporting. Prepares associated accounting entries for payments received for these billings.
- Monitors tax increment financing districts, transportation development districts in order to ensure compliance with monthly and annual reporting requirements to all agreements and reimbursements of EATS, PILOTS, etc. Maintains an accounting of direct work effort expended annually in all departments on economic development related projects such as TIF’s, CID’s, STRA’s, etc.
- Assists Finance Director in preparation of all aspects of the annual budget and of the Annual Comprehensive Financial Report (ACFR).
- Prepares budget adjustment ordinances and assists others with ordinance and resolution preparation.
- Maintains database of comparative and demographic statistics and information as may be required for the budget document or other special projects.
- Researches and develops statistical analyses for use by management as requested.
- Designs statistical spreadsheets and charts for financial analysis.
- Oversees annual internal audit schedules and conducts audits of processes and documentation of procedures.
- Coordinates with departments to review financial information and forecasts. Identifies trends in financial performance and provides recommendations for improvement.
- Monitors and tracks capital improvement projects.
Other Duties and Responsibilities
Participates in special projects on an as-needed basis.
Performs all other related duties as assigned.
Employee Behavior and Conduct
City employees shall conduct themselves in a professional manner and shall exhibit and extend such professional conduct appropriate for the circumstances to those with whom they come into contact both internally and externally during the performance of their duties. Examples of professional conduct include, but are not limited to, being communicative, informative, fair, honest and respectful.
Required Knowledge, Skills, and Abilities
- One to three years of experience in accounting, finance, or budgeting.
- Knowledge of local government accounting, auditing and financial reporting principles.
- Extensive personal computer skills including work processing, spreadsheet and database.
- Ability to prepare comprehensive reports.
- Ability to communicate effectively both orally and in writing.
- Ability to work without close supervision and to prioritize and to organize work responsibilities.
- Ability to maintain effective working relationships with all levels of the municipal organization.
- Experience in a government or non-profit setting preferred.
Material and Equipment Directly Used
Uses a variety of equipment including computer and peripheral equipment, 10-key, copier, telephone and other related office equipment and office and financial-related software. There may be times when use of personal vehicle may be required.
Working Environment/Physical Requirements
Work is performed in an indoor office setting with a controlled environment. Employee must occasionally lift or move up to 25 pounds. Work involves walking, bending, stooping and reaching. Requires prolonged sitting and working at a computer terminal. Work involves oral communication through the use of telephone or in person. Specific vision abilities required by this job include close vision and the ability to adjust focus. Some overnight or day travel may be required for business purposes. Vacation and other leave scheduling shall be requested of, and approved by, the appropriate supervisor.
Education
Bachelor’s Degree or equivalent in Accounting, Finance or Business required. Graduate work or advanced degree in or working towards, MPA/MBA, MA, or CPA preferred. Combination of education and experience will be considered.
All applicants must pass a drug screening and criminal background check prior to employment.
Any job offer made by the City is contingent upon the applicant passing the drug screening and background check.
AN EQUAL OPPORTUNITY EMPLOYER
The City is a governmental entity subject to Section 504 of the Rehabilitation Act of 1973,
which requires that otherwise qualified handicapped individuals be protected from discrimination.
