Finance Analyst

Job Title:   Finance Analyst

Reports to:   Finance Director

Department:  Finance

FLSA Classification:   Non-Exempt      

Revision Date:   February 2025

Pay Grade: 40 
Pay Range: 26.45/hr - 37.07/hr

Minimum Education: Bachelor’s degree from an accredited college or university with major course work in business administration, public administration, finance or a related field. 

 

Master’s degree preferred.

Minimum Experience: Previous related work experience preferred.

 

POSITION SUMMARY 

This position is responsible for providing analysis of finance operations, functions and programs; participate in and/or lead a variety of projects contributing to the continued success of department- and organization-wide initiatives; and will work closely with all City department employees as well as Governing Body members and the public.

ESSENTIAL FUNCTIONS 

The following duties are normal for this position.  However, they are not to be construed as exclusive or all–inclusive.  To perform this job successfully, an individual must be able to perform each duty satisfactorily.  Other duties may also be required or assigned.

  1. Assists with budget preparation and monitoring, including, but not limited to:
    1. Coordinating the City’s performance management and benchmarking initiatives; including recommending performance measures; data collection and analysis; collaborating with departments to research, analyze and develop performance improvements; and participating in a network for performance improvement professionals.
    2. Reviewing departmental budget submissions and analyze for trends.
    3. Review position control data to assist in review of staffing costs and projections.
    4. Assisting with coordination and monitoring of the capital improvement budget process, including project accounting.
    5. Assisting Finance Director in development of the annual budget document for submission for GFOA review.
  2. Assists the Finance Director with oversight and management of tax increment financing, community improvement district and other economic development districts and allocation of funds.
  3. Assists the Finance Director in review and analysis of utility rates including the development and update to jurisdictional rate comparisons, and maintenance of rate tables.
  4. Assists Finance Director with user fee research and preparation of the proposed Schedule of Fees in the budget process.
  5. Assists the Finance Director and department staff with the external annual audit requirements and questions.
  6. Conducts analytical research for various City operations, functions, and programs.
  7. Assists with research regarding economic development projects and strategies.
  8. Manages special projects as directed by the City Administrator and Finance Director.
  9. Conducts a wide variety or reporting tasks which may include grant writing, monitoring, and reporting.
  10. Collects, organizes, analyzes, and interprets information from various sources, facts or circumstances; analyzes processes to identify opportunities for improvement and presents findings.
  11. Responds to public inquiries; provides information within the area of assignment; distributes and receives forms and documents related to departmental business; assists the public in filling out forms; receives fees and payments for departmental services or businesses as appropriate.
  12. Assists in the preparation of various newsletters for internal and external use.
  13. Assists other departmental personnel in collecting data for a variety of research projects and programs; assists in the analysis and preparation of a variety of reports.
  14. Provides customer service as needed.
  15. Serves as back-up to accounts payables, payroll, and utility billing, as needed.
  16. Assists the Finance Director in review and analysis of utility rates including the development and update to jurisdictional rate comparisons, and maintenance of rate tables.
  17. Monitor department spending and coordinate monthly budget reporting with departments.
  18. Assist with the issuance of fuel cards, purchasing cards, and City cell phones.
  19. Provide Finance Department updates for communications to department heads and the public.
  20. Assist in the administration of the City’s leased vehicle program.
  21. Other duties as assigned.

REQUIRED JOB COMPETENCIES

  1. Knowledge of the City and Department’s operating requirements, policies, procedures, and practices; and local, State, and Federal regulations related to department programs and operations.
  2. Knowledge of the principles, theories and concepts of accounting including Governmental Accounting Board Standards (GASB) for all fund types.
  3. Skill in preparing accounting transactions, financial statements and reports.
  4. Skill in applying accounting principles to work activities in a municipal accounting system.
  5. Skill in conducting thorough analytical work, including designing statistical analyses of budgetary information.
  1. Ability to analyze and prepare organizational and functional reports from research data.
  2. Knowledge of computer software consistent for this position including knowledge of Microsoft Office and prior experience with financial management systems.
  3. Knowledge of current office practices and procedures and knowledge of the operation of standard office equipment and software.
  4. Skill in organizational and time management to prioritize duties to accomplish a high volume of work product while adapting to constant changes in priority.
  5. Ability to understand and effectively carry out local policies and procedures, written instructions, general correspondence, and Federal, State, and local regulations.
  6. Ability to perform word processing and/or data entry.
  7. Ability to perform detailed work accurately and independently in compliance with stringent time limits with minimal direction and supervision.
  1. Ability to perform mathematical calculations required of this position.
  2. Skill in researching and understanding complex written materials.
  3. Ability to prepare and maintain accurate and concise records and reports.
  4. Ability to communicate clearly, concisely and effectively in English with staff, administration, and the public in both written and verbal form.
  5. Ability to define problems, exercise sound judgment, and address a variety of situations.
  6. Ability to think quickly, maintain self-control, and adapt to stressful situations.
  7. Ability to maintain a professionalism at all times.
  8. Ability to maintain confidentiality.
  9. Ability to maintain discretion regarding business-related files, reports and conversations, within the provisions of Freedom of Information Act and other applicable State and Federal statutes and regulations.
  10. Ability to establish and maintain effective working relationships with others.
  11. Ability to work the allocated hours of the position.

PHYSICAL AND WORK ENVIRONMENT

The physical and work environment characteristics described in this description are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions or as otherwise required by law.  Employees needing reasonable accommodation should discuss the request with the employee’s supervisor. 

  • This work requires the occasional exertion of up to 25 pounds of force; work regularly requires sitting, frequently requires standing, speaking or hearing, using hands to finger, handle or feel and repetitive motions and occasionally requires walking, stooping, kneeling, crouching or crawling and reaching with hands and arms.
  • Work has standard vision requirements.
  • Vocal communication is required for expressing or exchanging ideas by means of the spoken word.
  • Hearing is required to perceive information at normal spoken word levels.
  • Work requires preparing and analyzing written or computer data and observing general surroundings and activities.
  • May require dealing with persons who are verbally hostile or aggressive
  • Work is conducted in an office setting (e.g., business office, light traffic). 
Nothing in this job description limits management’s right to assign or reassign duties and responsibilities to this job at any time.  The duties listed above are intended only as illustrations of the various types of work that may be performed.  The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.  The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.