Finance Analyst

Class

Title:

Financial Analyst

Annual Salary Range: $ –  DOQ

Full Time/FLSA Exempt

Typical

Work Schedule:

Monday – Friday, 8 am – 5 pm

DEFINITION: Under direction from the Administrative Services Director, this position is responsible for performing complex accounting, financial tasks and employee benefits administration requiring independent judgment and the ability to research, analyze, investigate, audit and report on technical issues handled by the District Administrative Department. The following list of duties is intended only to describe the various types of work that may be performed and the level of technical complexity of the assignment(s) and is not intended to be an all-inclusive list of duties.

The omission of a specific duty statement does not exclude it from the position if the work is consistent with the concept of the classification or is similar or closely related to another duty statement.

• Direct, train and review work of lower-level finance staff.
• Perform moderate to complex tasks in governmental accounting and budgeting, statistical and financial analysis, and financial reporting.
• Prepare financial statements and other external financial reports and supporting documentation.
• Prepare journal entries and budget transfer entries.
• Review records of payroll, accounts receivable, accounts payable, expenditures, and income; confirm expenditures are made in accordance to contractual requirements and procedures.
• Provide technical direction, reports and/or review the posting of biweekly report, adjustments, implementations, and related MCERA activity and reconciliations.
• Prepare and deliver oral presentations designed to educate and explain financial standings.
• Prepare and enter correcting and adjusting journal entries to update the general ledger and other financial reports.
• Review the operating budget and expenditures on a periodic basis.
• Reconcile various asset and liability accounts.
• Perform special accounting procedures required by special districts, agencies, and grants.
• Work with divisions to define, prepare, and provide information for management purposes.
• Assist in the preparation, publication and distribution of the annual financial statements and the comprehensive annual financial report.
• Review and analyze financial records for accuracy and completeness; prepare corrections as necessary.
• Participate in the annual financial audit by external auditors or in any other periodic operational audits; maintain and document pertinent information that supports financial operations and reports.
• Participate in the preparation and monitoring of grants cost recovery claims and reimbursement programs.
• Responsible for the accounting and reconciliation of fixed assets and construction in progress.
• May assist with the costing and evaluation of proposals related to labor negotiations.
• Perform other duties as assigned.

Education and

Work Experience:

• Bachelor's degree from an accredited college or university with major course work in accounting, finance, public administration, business administration or related field.
• Five years of increasingly responsible experience in maintaining financial records and preparing financial statements, preferably in governmental accounting, preferably in the public sector or a government agency.
• The District reserves the right to evaluate and consider, at its discretion, combinations of education and work experience that tend to indicate an applicant possesses the skills, knowledge and abilities listed here.

• Principles, practices and procedures of accounting and employee benefits programs.
• Laws and regulations governing fiscal accounting. Automated online accounting and financial reporting systems.
• Methods, practices, and terminology of financial accounting.
• Acceptable accounting principles and practices, including governmental accounting as established by GASB.
• Application of local government accounting procedures and systems.
• Audit principles, techniques and procedures.
• Basic principles of supervision and training.
• Customer service principles.
• Internal financial control practices.
• Payroll functions and procedures.
• Computers and…