Budget & Finance Analyst Senior

Department & Salary

Department:
Finance Department

Salary: $70,166.00 - $

Welcome to the City of Charlotte. Charlotte is America’s Queen City, opening her arms to a diverse and inclusive community of residents, businesses and visitors alike. Here you will find a safe, family-oriented city where people work together to help everyone thrive. The mission of the City of Charlotte is to deliver quality public services and promote the safety, health, and quality of life for all residents.

Our guiding principles include:

• Attracting and retaining a skilled and diverse workforce
• Valuing teamwork, openness, accountability, productivity, and employee development
• Providing all customers with courteous, responsive, accessible, and seamless quality services
• Taking initiative to identify, analyze, and solve problems
• Collaborating with stakeholders to make informed decisions

The Risk Budget & Finance Analyst Senior serves within the Risk Management division of the City of Charlotte and reports to the Risk Financial Manager. Position is responsible for performing a broad range of duties for the City, Mecklenburg County, Charlotte-Mecklenburg Schools Board of Education, Medic, CRVA, and the MPTA. Duties include assisting the Financial Manager in the maintenance of budgets, playing an integral role in the claim payment process, completing tasks and analysis of moderate complexity, and assisting with Procurement functions.

• Assists in the preparation and review of journal entries for the division; conducting research and providing information as needed
• Reviews check requests for completeness and accuracy; ensures the necessary support has been provided
• Enters check requests into Risk's claim management system for Risk’s check runs, prints checks, prepares and sends check run imports to Accounts Payable for processing, and maintains check processing records
• Performs financial, budgetary, and analytical tasks of moderate to high complexity for Risk’s operating, loss, and premium funds
• Assists Financial Manager with the development and maintenance of budgets and projections
• Manages and resolves accounts payable discrepancies
• Deposits Risk's checks via the desktop deposit process and maintains deposit records; conducts research to resolve discrepancies
• Reviews, codes, and processes invoices for payment
• Creates purchase orders and processes change orders as needed
• Works with Procurement to set up Risk vendors and maintains Risk vendor records
• Serves as the P-card Accountant for the division and other departments as assigned
• Serves as a travel co-coordinator
• Supports Risk banking functions
• Supports process documentation and ensures process documentation is up to date
• Performs additional duties as assigned

• Strong critical thinking and strategic analytical skills
• Demonstrate a high level of sustained accuracy and compliance with written procedures and verbal instructions
• Possess considerable knowledge of budgetary preparation and analysis
• Ability to analyze complex financial transactions
• Skilled in organization, time management, and advanced problem-solving
• Advanced Excel skills
• Excellent customer service skills dealing with internal and external customers
• Ability to work in a team environment as well as independently
• Must be detail-oriented
• Ability to communicate effectively both, written and verbally
• Demonstrate excellent decision-making skills
• Establish and maintain effective working relationships with all levels of staff and/or customers

• Bachelor’s degree in accounting, business administration, or related field and/or a minimum of five (5) years’ experience in various facets of accounting, financial management, and budget development providing the necessary…