Under general direction , this position has responsibility for planning and participating in the daily operations of a variety of budgeting, accounting and financial reporting activities in the Financial Services Department. Duties include performing complex and professional budgeting, accounting and financial reporting, providing highly intricate and responsible support to the Director of Budgeting and Financial Reporting and providing consulting services to the Commission departments related to all aspects of accounting, budgeting and financial reporting; and performs related work as required.
Examples of Essential Job Functions:
This is the advanced level class in the Business Analyst series . Incumbents perform the full range of difficult and responsible analyses in support of Commission-wide functions, programs, and initiatives as it relates to budget development and implementation, audit, accounting 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.
- Provides expert advice and analyses in the administration and implementation of the Commission’s budgeting, financial, auditing and accounting processes.
- Develops and creates custom budgeting and financial reports, makes recommendations for the development and revision of budgeting and accounting related documents, procedures and forms.
- Coordinate the development of budgets for the Commission’s annual budget; provides information and assists staff and administrators in budget preparation, implementation, including preparing the budget calendar, requesting submittal forms and preparation manuals and instructions, and developing budget drafts for executive team review and approval.
- Prepare and maintain complex accounting records for assigned local, state and federally funded programs; sets up, maintains and reconciles general ledger accounts for designated program contracts; verifies charges are made to appropriate program accounts; researches questions and discrepancies; prepares periodic reports to funding sources; closes out completed programs, reconciling total expenses to authorized funding.
- Collaborate with other accountants to ensure the annual and interim audit schedule requests, including updated internal controls; are completed on a timely manner.
- Collaborate with grant accountants, program managers and Department Vice Presidents to prepare five year revenue and expenditure projections.
- Generates and analyzes complex reports such as budget to actual reports, Income statements, Cash flows and other GAAP financial statements and report; prepares narratives and supporting exhibits and schedules, including reporting to the City, and GFOA.
- 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 accounting and budgetary policies and procedures, including preparation of training materials, and developing and updating budgetary and financial reporting forms for dissemination.
- Assigns and reviews the work of other professional budget staff or accounting staff, including training new staff, and coordinating the work of administrative support staff assisting in entering and compiling budget or financial reporting information.
- Answers questions and provides interpretations of Commission budget and financial statements and related policy issues to managers and employees.
- Makes recommendations for the development and revision of accounting and budgetary 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.
- Basic principles of supervision and training.
- Accounting, auditing, 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 accounting and/or budgetary 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 budgetary 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.