Financial Analyst II

Performs responsible and complex professional work in the administration and coordination of the Countywide budgeting and financial reporting processes. Provides analysis and monitoring to ensure compliance with given fiscal constraints and policy objectives within guidelines of supervisory instruction and departmental policies and procedures. Reports to Budget Manager, Grants Compliance Manager, or other designated person and works with co-workers, department directors, auditors, vendors, the general public, and elected officials and representatives to provide accurate and accessible reporting.

KEY RESPONSIBILITIES AND PERFORMANCE STANDARDS

• Performs data gathering for preparation of annual financial statements, ACFR, and other financial reporting throughout the fiscal year. Works with departments and other analysts to ensure information provided is complete and correct; provides analysis; compiles reports and schedules as needed.

• Provides ongoing monitoring and regular reporting for assigned areas of responsibility. Performs reconciliations and identifies trends and areas of concern. Provides recommendations to Budget Manager and other managers for proposed solutions and adjustments.

• Develops and maintains assigned areas of the annual budget, to include performing technical analysis, research and reporting; meeting with department heads and other senior leadership; assisting departmental staff with request preparation; monitoring budgets; and researching and assessing programs and community needs.

• Analyzes fiscal, management and productivity information; prepares cost-benefit analyses, projections, and other fiscal and management studies; analyzes data and develops conclusions and recommendation for the Budget Manager and other managers.

• Performs other duties of a similar nature.

Education: BA/BS degree in Accounting, Finance, Business Administration or other related occupational field. Master's degree in Business Administration, Public Administration or related field preferred.

Experience: Three (3) years in Accounting, Finance, Public Administration, or Business Management. Governmental accounting/budget experience strongly preferred.

Knowledge/Skills/Abilities:

• Considerable knowledge of procedures and requirements for budget preparation, review and analysis procedures, financial system operation, and local government accounting.
• Familiarity with relevant federal, state, and local laws and county policies and procedures.
• Proficiency in principles of generally accepted accounting practices, planning, organizing, establishing priorities, and interpersonal relations.
• Mastery of concepts of organizational management, operation of personal computer, both in general and specific to specialized software (i.e. spreadsheets, word processor, etc.) report preparation, and mathematical calculations.
• Excellent verbal communication skills.
• Demonstrated ability to think critically and solve problems, organize information clearly and precisely, work under time constraints and work independent.
• Demonstrated ability to work independently.
• Familiarity with GASB statements and applications.
• Considerable knowledge of Governmental accounting.
• Considerable knowledge of cost accounting and project accounting.
• Considerable knowledge of budget preparation, administration, and evaluation.
• Considerable knowledge of financial reporting in Governmental environment.

   Other:  This position requires travel from office to other locations.

PERFORMANCE APTITUDES:

• Data Utilization: Requires the ability to evaluate, audit, deduce, and/or assess data using established criteria. Includes exercising discretion in determining actual or probable consequences and in referencing such evaluation to identify and select alternatives.
• Buman Interaction: Requires the ability to work with others to coordinate the more complex programs and more complex problems associated with the responsibilities of the job. Often represents the department and/or organization when dealing with
• Equipment: Requires the ability to operate, maneuver and/or control the actions of equipment, machinery, tool, and/or materials used in performing essential
• Verbal: Requires the ability to utilize a wide variety of reference, descriptive, advisory and/or design data and information.
• Math: Requires the ability to perform addition, subtraction, multiplication and division; ability to calculate decimals and percentages; may include ability to perform mathematical operations with fractions; may include ability to compute discount, interest, and ratios; may include ability to calculate surface areas, volumes, weights, and measures.
• Functional Reasoning: Requires the ability to apply principles of influence systems, such as motivation, incentive, and leadership, and to exercise independent judgment to apply facts and principles for developing approaches and technique to resolve problems.
• Situational Reasoning: Requires the ability to exercise judgment, decisiveness and creativity in situations involving broader aspects of organizational programs and operations, moderately unstable situations, or the direction, control and planning of an entire program or set of programs.
• Physical Abilities: Tasks require the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (5-10 pounds). Tasks may involve extended periods of time at a keyboard or workstation.
• Sensory Requirements: Some tasks require the ability to communicate
• Environmental Factors: Essential functions are regularly performed without exposure to adverse environmental conditions.