Financial Services Analyst, Principal

Finance Department Project Manager

The advertised salary range provided covers the entire compensation spectrum for the position classification. The anticipated hiring range for this role is between $100,114.63 to $122,640.43 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 complex, multi-faceted project management for the Finance Department including providing advice and support to the Department Director and senior management team; performing financial analysis; and overseeing, developing, and presenting financial activities, reports, projections, analyses, and performance measures.

This is a senior level professional classification in the financial services job family. Incumbent(s) perform the full range of advanced accounting/finance duties that demonstrates broad practical knowledge in a variety of processes, methods, techniques and best practices. As a first-level supervisor, work involves planning, directing and coordinating difficult assignments, the modification of established guidelines, and the initiation of new approaches. May be responsible for daily work assignments, conducting work reviews, supervising and training staff, and providing recommendations to management.

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.

When assigned to the Budget Division within the Finance Department:

• Provides strategic direction in support of critical tax and revenue policy objectives by analyzing market trends, statistical data, and proposed legislation.
• Prepares and/or reviews projections and reports for the Town's annual revenue budget process; includes forecasts for various revenue sources, population, development activity, and demographics; develops dynamic models to assist in forecasting.
• Prepares and/or reviews fiscal impact reports related to proposed developments and growth projections, considering near and long-term economic forecasts, land use assumptions, and development patterns.
• Prepares and/or reviews complex account reconciliations and journal entries.
• Assists with preparing monthly financial analyses and reports.
• Plans, approves, and supervises the deployment of systems and processes to manage and analyze financial data and other records.
• May supervise staff; direct and evaluate assigned staff; respond to employee concerns and problems; direct daily work; counsel, coach, and discipline assigned employees; complete employee performance appraisals; conduct interviews and make hiring recommendations.
• May oversee policies and activities related to the Town's portfolio of cash and investments.
• Performs related work as assigned.

When assigned to the Accounting Division within the Finance Department:

• Assists in the production of the Town's Annual Comprehensive Financial Report (ACFR).
• Assists in the annual financial audit process.
• Performs complex financial analysis; prepares financial reports; develops, updates and implements policies and procedures pertaining to accounting functions.
• Provides guidance and assistance in the resolution of difficult accounting issues; interprets and resolves accounting problems identified by staff, auditor or other departments; clarifies accounting requirements.
• Reviews work and Journal Entries prepared by accounting staff.
• Assists with the analysis and implementation of automated financial systems.
• May supervise staff; direct and evaluate assigned staff; respond to employee concerns and problems; direct daily work; counsel, coach, and discipline assigned employees; complete employee performance appraisals; conduct interviews and make hiring recommendations.
• Performs related work as assigned.

When assigned to the Customer Service Division within the Finance Department:

• Plans, coordinates and supports the evaluation, selection, acquisition and implementation of applicable computer systems to support departmental activities and processes.
• Develops and executes comprehensive systems testing plans to ensure that software systems perform in conformance with business process specifications and all regulatory requirements.
• Coordinates communications with software vendors to ensure timely resolution of software errors and performance issues.
• Participates in the planning, implementation and evaluation of automated financial systems and develops strategies and alternatives that focus on continuous improvement, innovation and customer service.
• Analyzes assigned departmental processes and collaborates with appropriate internal departments; develops specifications for system modifications required to enhance existing programs, recommends new programs, and oversees the implementation process.
• Researches, analyzes and interprets assigned financial information and programs; compiles related financial and statistical records; prepares a variety of operational and activity reports; and submits to management.
• Develops and implements quality assurance processes.
• May supervise staff; direct and evaluate assigned staff; respond to employee concerns and problems; direct daily work; counsel, coach, and discipline assigned employees; complete employee performance appraisals; conduct interviews and make hiring recommendations.
• Performs related work as assigned.

Typical Qualifications

Education and Experience: Bachelor's Degree from an accredited college or university in Finance, Accounting, Business Administration, or a related field and 6 years of journey-level, related experience; or an equivalent combination of directly related education and experience. Master's degree preferred. Supervisory experience 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:

• Research techniques, methods and procedures;
• Economic forecasting models and methods;
• Statistical analysis principles and practices;
• Generally accepted governmental accounting principles and practices;
• State and local tax structures, local government tax and revenue policies and related budgeting methods;
• Automated financial systems, including utility billing systems and/or tax collection systems;
• Customer problem/complaint resolution principles and practices;
• Principles, methods, objectives, and practices of municipal budget, finance and accounting systems and administration;
• Applicable Federal, state and local laws, codes, ordinances, rules and regulations;
• Organizational management;
• Standard office equipment including the computer and programs relevant to the performance of applicable duties and responsibilities;
• Customer service principles and practices.

Skills:

• Managing, communicating and carrying out the objectives of assigned special projects;
• Coordinating and completing multiple projects, ensuring comprehensive oversight of each project phase and detail;
• Utilizing good judgment in prioritizing work assignments;
• Conducting research, analyzing findings, evaluating programs, and making recommendations;
• Facilitating meetings;
• Supervising staff and directing work of subordinates;
• Observing, reviewing and checking the work of other division staff members to ensure conformance to standards, policies and procedures;
• Interpreting and applying applicable Federal, state and local laws, codes, ordinances, rules and regulations;
• Maintaining confidentiality and exercising good judgment in handling sensitive information;
• Maintaining records efficiently and accurately to prepare clear and concise reports;
• Utilizing logical and creative thought processes to develop solutions;
• Demonstrating strong leadership, solving complex problems, and making sound decisions;
• Using computers and related software applications;
• 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.