This is the specialist level class among the Financial Services classifications . Incumbents perform the full range of difficult and responsible analyses in support of Financial Services functions, programs, and initiatives as it relates to Financial Services administration, policy, and strategy, financial operations, and financial reporting. E mployees at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. The work requires ensuring that these functions are carried out in an accurate, timely manner in accordance with legal requirements, and using sound financial management principles and practices.
Examples of Essential Job Functions:
- Provides expert advice and analyses in the administration and implementation of the Financial Services Department’s policies and programs, financial operations, and financial reporting.
- Develops and creates custom financial reports, financial models, and financial forecasts; makes recommendations for the development and revision of financial modeling and reporting-related documents, procedures and forms.
- Performs analyses of financial operations and functions, creates technical reports and provides professional financial recommendations to Director-level and executive staff.
- Coordinates the development of agency and department-specific financial models; provides information and assists staff and administrators in model preparation, manipulation, and application, including development of preparation manuals and instructions, and developing financial model and report drafts for executive team review and approval.
- Analyzes complex reports such as budget to actual reports, Income statements, Cash flows and other GAAP financial statements and report, and incorporates such reporting information into custom financial models.
- Collaborates with grant accountants, program managers and Department Vice Presidents to prepare five year revenue and expenditure projections.
- Develops and updates revenue and expenditure estimates and long-range financial forecasts, including reviewing data, assumptions, and forecasts with Commission managers, and generating alternative long-term forecasts of financial data based on alternative scenarios for management review.
- Trains Commission staff on use of financial models and reports, including preparation of training materials, and developing and updating budgetary and financial reporting forms for dissemination.
- Assigns and reviews the work of other professional financial reporting staff, including training new staff, and coordinating the work of administrative support staff assisting in entering and compiling financial reporting information.
- Answers questions and provides interpretations of Commission financial reports and models and related policy issues to managers and employees.
- Makes recommendations for the development and revision of financial reporting documents, procedures, and processes; assists in the development of policies, regulations, and procedures.
- Performs high level, complex special projects and other studies as assigned.
- Strong understanding and application of GAAP and GASB is required.
- Performs other duties as assigned.
- Research, analyze, and evaluate new service delivery methods, procedures, and techniques.
- Basic principles of supervision and training.
- Accounting, auditing, financial operations, financial modeling, financial forecasting, and budgeting principles and practices, including GAAP, FASB and GASB.
- Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility.
- Recent and on-going developments, current literature, and sources of information related to the operations of the assigned programs.
- Record-keeping principles and procedures.
- Modern office practices, methods, and computer equipment and applications related to the work.
- English usage, grammar, spelling, vocabulary, and punctuation to effectively communicate in person, over the telephone, and in writing.
- Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and Commission staff.
- Intermediate working knowledge of various Microsoft Office programs including MS Excel, Word, and Access.
- Ability to build long term financial scenario models including multi level overhead allocations and detail revenue projections to determine impact of potential operational decisions on financial metrics.
- Plan, organize, administer, coordinate, review, evaluate, and personally participate in comprehensive public agency financial operations and reporting functions.
- Plan, schedule, assign, and oversee activities of assigned professional and office support personnel.
- Review the work of others and maintain established quality control standards.
- Train others in proper work policies and procedures.
- Identify and implement effective course of action to complete assigned work.
- Conduct complex research projects on a wide variety of financial operations and financial reporting issues, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports.
- Prepare clear and concise reports, correspondence, policies, procedures, and other written materials.
- Interpret, explain, and ensure compliance with Commission policies and procedures, complex laws, codes, regulations, and ordinances.
- Maintain confidentiality of sensitive personal information of applicants, employees, former employees, and other matters affecting employee relations.
- Maintain accurate files and records.
- Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines.
- Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
- Establish, maintain, and foster positive and harmonious working relationships with those contacted in the course of work.
Education and Experience:
Equivalent to graduation from an accredited four-year college or university with major coursework in accounting, finance, business administration, or a related field and six (6) years of experience performing financial planning and analysis for mid to large sized organizations. CPA and governmental fund accounting experience preferred.