Financial Services Analyst, Senior

Description

This position is assigned to the Finance - Capital Improvement Program (CIP) division.

Positions assigned to this class are responsible for performing difficult to complex budget, financial and accounting duties.

DISTINGUISHING CHARACTERISTICS

This is a fully qualified and experienced level professional classification in the financial services job family. Incumbents perform the full range of duties that demonstrates knowledge of expected functional requirements or performance specifications within financial services. Work involves the application of sound principles and best practices associated with planning and problem solving. Works independently and performs varied assignments requiring broad knowledge in accounting/finance. Analyzes complex issues and makes recommendations to management.

Examples of Duties

ESSENTIAL DUTIES

The following are intended to describe core work functions of this classification. While the level and broad nature of essential duties may not change, specific work tasks will vary over time depending on the Town’s needs.

• Collects, compiles and reviews applicable financial or budget information for accuracy, completeness and compliance with pre-determined targets, goals and policies, updates organizational charts, goals, and/or performance measures; prepares formal financial or budget documents, revenue and expense projections, and other specialized financial reports and analysis; prepares monthly and annual closing of financials and corresponding budget reports.
• Participates in the planning, implementation and evaluation of the assigned fiscal processes and develops strategies and alternatives that focus on continuous improvement, innovation and change.
• Prepares a variety of financial and/or budget analyses; recommends policy changes or actions based on analyses.
• Develops and updates financial or budget forecasting models; prepares multi-year financial or budget forecasts.
• Designs and conducts training seminars for staff, external attendees (Citizen Leadership, etc.) related to finance, accounting, budgeting, performance measures, and/or capital project management.
• Analyzes and prepares economic impacts of development, annexations and land use proposals; develops financial models used to forecast economic trends.
• Develops multi-year financing plans for capital improvements and infrastructure projects.
• Analyzes tax, rate and fee structures and recommends changes where appropriate.
• Presents financial analyses to applicable stakeholder groups; presents policy analysis or other financial feasibility studies to senior management.
• Assists internal departments in developing and evaluating performance measures and benchmarks.
• Creates and maintains a variety of financial and/or budget reports.
• Performs related work as assigned.

Typical Qualifications

MINIMUM QUALIFICATIONS (at job entry)

Education and Experience:

Bachelor’s Degree from an accredited college or university in Finance, Accounting, Business Administration, or a related field and 4 years of journey-level, related experience; or an equivalent combination of directly related education and experience. Master’s degree preferred.

Special Requirements:
Depending on assignment, identified incumbents cannot be on the Office of Inspector General (OIG) list of Excluded Individuals/Entities (LEIE). These incumbents will be subject to regular LEIE screenings as a condition of continued employment.

LICENSING/CERTIFICATION REQUIREMENTS

• None

KNOWLEDGE

• Public sector accounting, budgeting, and finance principles and practices;
• Fiscal analysis and research principles and practices;
• Municipal budgeting principles and practices;
• Financial statement preparation methodologies and techniques;
• Customer service principles;
• Municipal accounting procedures, including general ledger, budget, capital assets, and long-term debt;
• Statistical analysis principles and practices;
• Research techniques;
• Forecasting and economic trending methods and techniques;
• Economic impact study principles, practices and techniques;
• Applicable Federal, state and local laws, codes, ordinances, rules and regulations;
• Standard office equipment including the computer and programs relevant to the performance of applicable duties and responsibilities.

SKILLS

• Researching a variety of fiscal and/or budget information;
• Developing financial data into useful reports and presentations;
• Forecasting and recognizing, following and analyzing trends;
• Tabulating, recording, and balancing transactions;
• Preparing financial statements and reports;
• Performing complex accounting calculations;
• Managing projects;
• Contributing to or leading part of a multi-functional team;
• Working independently;
• Analyzing, synthesizing and drawing conclusions from complex data;
• Using computers and related software applications;
• Arranging information into concise and logical reports;
• Giving presentations;
• Providing customer service;
• Operating standard office equipment;
• Preparing economic trends and forecasts;
• Conducing economic impact studies;
• Interpreting and applying applicable Federal, state and local laws, codes, ordinances, rules and regulations;
• Communication and interpersonal skills as applied to interaction with coworkers, supervisor, the general public, and other interested parties sufficient to exchange or convey information and to receive work direction.

The following is a list of employment benefits offered by the Town of Queen Creek to full-time employees. The list is for informational purposes only. It does not create or connote any contractual rights or obligations. Additional details will be provided upon hire and are available in the Town of Queen Creek Employee Handbook.

Major Benefits for Full-Time Employees
(Employees choose the benefits that best meet their needs.)

• Health Insurance
• Dental Insurance
• Vision Insurance
• Pre-tax unreimbursed medical and dependent care flexible spending accounts
• Arizona State Retirement System membership
• Short-term and Long-term disability insurance for the employee
• Town-paid basic life insurance
• Optional employee-paid employee and dependent supplemental life insurance
• Commuter life insurance for business travel and travel to and from work
• Deferred compensation plan (457) with employer match
• Retirement Health Savings Account
• Optional enrollment in Identity Protection Program
• Paid holidays, plus one floating holiday annually
• Vacation leave hours annually
• Four weeks of Paid Parental Leave
• Optional income replacement insurance
• Worker's compensation insurance
• Employee assistance program; offers confidential individual/family, marriage, legal and financial counseling
• Training opportunities and continuing education opportunities, including tuition reimbursement for pre-approved programs
• Direct deposit of paychecks
• Wellness Programs with incentives