Financial Services Analyst, Senior

JOB CLASSIFICATION SUMMARY

Positions assigned to this class are responsible for performing difficult to complex budget, financial and accounting duties. 

DISTINGUISHING CHARACTERISTICS

This is a fully qualified and experienced level professional classification in the financial services job family.   Incumbents perform the full range of duties that demonstrates knowledge of expected functional requirements or performance specifications within financial services. Work involves the application of sound principles and best practices associated with planning and problem solving. Works independently and performs varied assignments requiring broad knowledge in accounting/finance. Analyzes complex issues and makes recommendations to management.

ESSENTIAL DUTIES

The following are intended to describe core work functions of this classification.  While the level and broad nature of essential duties may not change, specific work tasks will vary over time depending on the Town’s needs.

• Collects, compiles and reviews applicable financial or budget information for accuracy, completeness and compliance with pre-determined targets, goals and policies, updates organizational charts, goals, and/or performance measures; prepares formal financial or budget documents, revenue and expense projections, and other specialized financial reports and analysis; prepares monthly and annual closing of financials and corresponding budget reports.
• Participates in the planning, implementation and evaluation of the assigned fiscal processes and develops strategies and alternatives that focus on continuous improvement, innovation and change.
• Prepares a variety of financial and/or budget analyses; recommends policy changes or actions based on analyses.
• Develops and updates financial or budget forecasting models; prepares multi-year financial or budget forecasts.
• Designs and conducts training seminars for staff, external attendees (Citizen Leadership, etc.) related to finance, accounting, budgeting, performance measures, and/or capital project management.
• Analyzes and prepares economic impacts of development, annexations and land use proposals; develops financial models used to forecast economic trends.
• Develops multi-year financing plans for capital improvements and infrastructure projects.
• Analyzes tax, rate and fee structures and recommends changes where appropriate.
• Presents financial analyses to applicable stakeholder groups; presents policy analysis or other financial feasibility studies to senior management.
• Assists internal departments in developing and evaluating performance measures and benchmarks.
• Creates and maintains a variety of financial and/or budget reports. 
• Performs related work as assigned.

MINIMUM QUALIFICATIONS (at job entry)

Education and Experience: 

Bachelor’s Degree from an accredited college or university in Finance, Accounting, Business Administration, or a related field and 4 years of journey-level, related experience; or an equivalent combination of directly related education and experience. Master’s degree preferred.

KNOWLEDGE

• Public sector accounting, budgeting, and finance principles and practices; 
• Fiscal analysis and research principles and practices;
• Municipal budgeting principles and practices;
• Financial statement preparation methodologies and techniques;
• Customer service principles;
• Municipal accounting procedures, including general ledger, budget, capital assets, and long-term debt;
• Statistical analysis principles and practices;
• Research techniques;
• Forecasting and economic trending methods and techniques;
• Economic impact study principles, practices and techniques;
• Applicable Federal, state and local laws, codes, ordinances, rules and regulations;
• Standard office equipment including the computer and programs relevant to the performance of applicable duties and responsibilities.

SKILLS

• Researching a variety of fiscal and/or budget information;
• Developing financial data into useful reports and presentations;
• Forecasting and recognizing, following and analyzing trends;
• Tabulating, recording, and balancing transactions;
• Preparing financial statements and reports;
• Performing complex accounting calculations;
• Managing projects;
• Contributing to or leading part of a multi-functional team;
• Working independently;
• Analyzing, synthesizing and drawing conclusions from complex data;
• Using computers and related software applications;
• Arranging information into concise and logical reports;
• Giving presentations;
• Providing customer service;
• Operating standard office equipment;
• Preparing economic trends and forecasts;
• Conducing economic impact studies;
• Interpreting and applying applicable Federal, state and local laws, codes, ordinances, rules and regulations;
• Communication and interpersonal skills as applied to interaction with coworkers, supervisor, the general public, and other interested parties sufficient to exchange or convey information and to receive work direction.

ENVIRONMENTAL FACTORS:

NON-PHYSICAL DEMANDS:

Salary : $87,444 - $126,794