Financial Services Analyst, Senior

This position provides technical and professional-level support to the Revenue Division within the Finance Department. The successful candidate will have a working title of Revenue Analyst, Senior.

The role involves forecasting citywide sales tax revenue using various economic models and methods, conducting transaction privilege tax (TPT) analytics and research, monitoring revenue results, and reporting on outcomes. The position requires using financial models and databases to research and prepare recommendations, conducting independent research projects related to citywide initiatives and other revenue-based analyses, and researching statutes and other guiding principles to enhance forecasting methods.

Additionally, this position entails attending training, conferences, and seminars to ensure the Town employs best practices and the most current financial philosophies related to revenue.

The advertised salary range provided covers the entire compensation spectrum for the position classification. The anticipated hiring range for this role is between $87,444.00 to $ annually. It's essential to note that the actual salary offered will be determined based on several factors, including skills, qualifications, experience, education, licenses, training, and internal equity considerations.

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

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.

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…