Financial Analyst

Under direction, perform highly responsible and complex professional duties involved in the financial reporting, analyzing, and auditing of financial transactions for the District and perform other related work as required.

Distinguishing Characteristics
The Financial Analyst is distinguished from those in the lower Accountant I/II classification by the degree of independence with which they perform their duties of handling the most difficult and complex work.

The duties below are examples of the work typically performed by the employee of this class. Not all assigned duties may be listed.

1. Assist in preparation of the annual independent audits of the District
Perform internal audits.
2. Consult with divisions regarding a variety of issues including the status of financial accounts and transactions.
3. Assist in the District's cost accounting and fee analysis
4. Researches, establishes, reviews and utilizes allocation rates for staff time costs, indirect and overhead costs
5. Evaluate allocation of staff time, indirect and overhead costs to efficiently and appropriately use specialized grant funding
Coordinate, review and prepare periodic financial statements and budget status reports including applicable statistical reporting, identify and analyze budget issues
6. Prepare account reconciliations monthly and quarterly.
7. Maintain fiscal records and reporting information in accordance with District policies, procedures, and the law.
8. Assist in preparation of the District's budget
9. Prepare analyses and projections for mid-year, and year end reports and the District's five-year financial plan.
10. Assist in the documentation of all fiscal policies and procedures.
11. Perform related duties as assigned.

Education and Experience:
Completion of a Bachelor's Degree from an accredited college or university in accounting, business, finance or a closely related field and two years of experience working as an Accountant or Auditor preferably in a public agency; or any combination of training and/or experience that provides the desired knowledge and abilities.

Knowledge of:
Various professional accounting standards such as generally accepted accounting principles (GAAP) and generally accepted governmental auditing standards (GAGAS), and standards set by the governmental accounting standards board (GASB); financial statement preparation; cost allocation methods; accounting systems and spreadsheet software; project planning and scheduling; governmental budget preparation.

Ability to:
Prepare and analyze financial data; analyze and make effective recommendation regarding financial and accounting procedures and work flow; acquire subject-matter expertise in the area of work assignment; make accurate mathematic and statistical calculations; establish and maintain effective working relationships with those contacted in the course of work; communicate effectively, both orally and in writing.

Physical Demands

This is primarily a desk job. The job may require occasional travel by car. Physical demands include occasional lifting up to 10 lbs., walking, some bending, stooping, and squatting; reaching equipment surrounding desk; performing simple grasping and fine manipulation. See and hear with sufficient acuity to successfully perform all aspects of the job; use telephone and write or use a keyboard to communicate through written means.

Working Conditions

Environment is generally clean with limited exposure to conditions such as dust, fumes, odors, or noise. Computer terminal is used on a daily basis. Travel throughout the District may be required.

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