Class specifications are intended to present a descriptive list of the range of duties performed by employees in the class. Specifications are not intended to reflect all duties performed within the job.
DEFINITION
Perform a variety of financial and business analysis duties for the organization including interpreting and analyzing data to determine overall fiscal, operational, and service impacts; review business processes and analyze data to make a variety of recommendations for improving efficiency and service; create and monitor reports to identify trends, issues and opportunities occurring in business operations; oversee financial planning, accounting functions and budgeting of assigned functions; serve as management resource and liaison to other City departments, outside agencies and the general public; provide highly responsible and complex financial and analytical support to management and staff as assigned; manage and supervise assigned staff; and perform a variety of duties relative to assigned areas of responsibility.
JOB CLASSIFICATION
Exempt, Non-Safety Sensitive.
SUPERVISION RECEIVED AND EXERCISED
Receives direction from assigned Department Director.
Exercises supervision over assigned areas and staff.
PRIMARY DUTIES--The following are examples of primary duties assigned to positions in this classification. Other related duties and responsibilities may be assigned.
1. Plan, prioritize, assign, supervise, and review the work of assigned staff; participate in the selection of assigned staff; provide or coordinate staff training; work with employees to correct deficiencies; implement discipline procedures.
2. Perform detailed financial and business operation analysis of data in a variety of business operations in order to identify and report insights, trends, issues and opportunities to mitigate risk and improve business operations and processes; provide recommendations and strategic insights based on analysis.
3. Collaborate across various department within the organization to provide financial and business operations analysis and recommendations for quality and process improvement.
4. Perform a variety of financial duties for the area of assignment within the City including long range financial planning, financial analysis and reporting, cost and margin analysis, return on investment, and forecasting revenues and expenditures and advising management and staff on financial matters.
5. Develop and administer the department budget for assigned areas; forecast funds needed for staffing, equipment, materials and supplies; ensure initiatives and financial objectives are aligned with budget; approve expenditures and implement budgetary adjustments as appropriate and necessary; prepare requests and make budget presentations.
6. Perform a variety of accounting and business functions; oversee procedures and reconcile accounts; maintain databases and/or spreadsheets for monitoring and tracking financial information; provide technical assistance and training to clerical accounting staff in matters related to financial accounting and budgeting.
7. Prepare, administer and audit vendor contracts.
8. Serve as primary contact and liaison for assigned department area budget, business operations, and financial matters with other City staff, the general public and outside agencies; work with community boards, City and Department Committees, elected and appointed officials to provide information, problem solve and implement new programs.
9. Monitor, conduct, and analyze industry research and state of the economy to determine trends and insights; develop reports and visualizations; conduct competitive research and analyze benchmarking data; create presentations.
10. Participate in planning, controlling and directing department activities, functions and obligations.
11. Perform related duties and responsibilities as required.
QUALIFICATIONS
Knowledge of:
Principles of supervision and management.
Methods and techniques of governmental bookkeeping, accounting, financial management and fixed assets.
Principles and practices of financial analysis, auditing and reporting.
Generally accepted accounting principles and their application to municipal accounting activities.
Principles and procedures related to budgetary preparation, controls and development.
Business concepts including cost analysis, profit margin, cost of sales, inventory control, price setting, marketing and merchandising.
Principles and practices of data analytics.
Modern office procedures, methods and equipment including computers.
Principles and procedures of financial record keeping and reporting.
Basic business mathematical principles.
Software applications utilized in accounting programs.
Pertinent Federal, State and local laws, codes and regulations.
Ability to:
Oversee, direct and coordinate the work of assigned staff.
Research, analyze, model and interpret data, and produce clear graphical visualizations.
Learn new data platforms.
Interpret and explain City policies and procedures related to finance.
Independently perform the full range of professional accounting and financial analysis functions.
Audit, reconcile, and balance assigned accounts.
Maintain a variety of financial records and files.
Accurately tabulate, record and balance assigned transactions.
Perform budget analysis, preparation, and monitoring.
Prepare a variety of clear and concise analytical and financial summaries, accounting and other reports and written correspondence.
Research, compile and summarize a variety of informational and statistical data and materials.
Respond to requests and inquiries from within the department and other City departments.
Communicate clearly and concisely, both orally and in writing.
Conduct training programs and educational presentations.
Establish and maintain effective working relationships with those contacted in the course of work.
Make decisions and resolve budgetary problems.
Speak, read, comprehend, and write the English language fluently.
Experience and Training Guidelines
Minimum Requirements:
Experience:
Four years of increasingly responsible experience in professional accounting, financial analysis, or business operations analysis including one year of supervisory experience; government accounting experience desirable.
Training:
Equivalent to a Bachelor’s degree from an accredited college or university with major course work in finance, accounting, business administration or a related field.
Other combinations of experience and education that meet the minimum requirements may be substituted.
WORKING CONDITIONS
Environmental Conditions:
The job is performed in the following working environment:
Office environment; exposure to computer screens.
Physical Conditions:
The job is characterized by:
Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
The following physical activities are very or extremely important in accomplishing the job’s purpose and are performed on a daily basis:
While performing the duties of this job, the employee is required to sit for prolonged periods. The employee is regularly required to see, hear, talk, stand, twist and use repetitive motions in the conduct of work. The employee is also required to perform light lifting.