Financial Analyst (NY HELPS)

Microsoft Word - 3145


FINANCIAL ANALYST


DISTINGUISHING FEATURES OF THE CLASS: An incumbent in this class is responsible


for performing the duties and responsibilities of a financial analyst for Ulster County. Work is


performed under the general direction of the designated Department Head or as directed by the


Department Head and such incumbent will act as a confidential advisor and researcher for the


County Department on special assignments. The incumbent may be responsible for working


under the supervision of the Budget Officer and/or Commissioner of Finance on special projects.


In this role, an incumbent of this class is responsible for analyzing financial trends affecting the


debt and cash management activities of Ulster County, and is responsible for a full range of


budgetary analysis, entry and monitoring. This position may be responsible for assisting with


legislative relations, public affairs and constituent services. Depending on assignment, the


incumbent may work independently or as a member of a management analysis team.


Considerable leeway is allowed for the exercise of independent judgment. Does related work as


required.


TYPICAL WORK ACTIVITIES: The typical work activities listed below, while providing


representative examples of the variety of work assignments in the title do not describe any


individual position. Incumbents in this title may perform some or all of the following, as well as


other related activities not described.


Carries out special research projects, as assigned, relating to current public issues or County


operations, identifying ramifications, restrictions, impact and interpretation which might


influence the decision making process;


Reviews, analyzes and makes recommendations on the funding of County programs;


Monitors the expenditure of approved resources for effective and efficient utilization;


Performs in-depth organizational studies related to departmental issues, programs and


operations;


Performs complex financial analysis by building financial models with multiple variables in


order to project and track costs;


Assesses financial impact, cost issues, budgetary compliance or other cost/benefit implications


of various initiatives;


Authors and edits all budget and financial reports as assigned;


May assist the Budget Office in reviewing and analyzing the operating and capital expenditures


in the departments' annual County Budget submissions;


Monitors departmental financial activity, including trust accounts, special funds and grants, as


requested or assigned;


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Maintains effective working relationships with key administration officials as may be


appropriate in the areas of Finance and Budget in order to obtain a comprehensive view of any


project or matter assigned;


May review program issues identified through various sources, such as Department of Finance


audit reports, departmental reports, and budget in-depth studies;


Develops methods and procedures to research and find successful solutions to problems;


Monitors compliance with approved expenditure and revenue plans by periodically reviewing


activity;


Drafts news releases, newsletters, memoranda, power point presentations, social media posts


and other types of documents needed for public outreach and education;


Researches and responds to constituent requests and complaints.


FULL PERFORMANCE KNOWLEDGES, SKILLS, ABILITIES AND PERSONAL


CHARACTERISTICS: Thorough knowledge of practice and procedures used in governmental


accounting and auditing, financial analysis and control; good knowledge of the structure of local


government and of the function of its various departments and units; good understanding of


County budgeting, organization and operating procedures and practices; good knowledge of laws,


rules and regulations pertaining to government budgeting, fiscal management and general


administration; good knowledge of Microsoft Office programs, including excel and word; ability


to prepare detailed written narrative and statistical reports; strong proficiency in writing; ability


to prepare and analyze financial reports for presentation to others, analyze public issues and


their financial impact; ability to read, understand and edit complex written material including


laws, rules, regulations, flow charts, tables of organization; ability to conduct and conduct


research; ability to express oneself clearly and concisely, orally and in writing; ability to make


detailed budget and operational analyses; ability to establish and maintain effective working


relationships with Federal, State and Municipal officials and employees; good judgment;


initiative; physical condition commensurate with the demands of the position.


MINIMUM QUALIFICATIONS: Either:


A. Graduation from a New York State registered or regionally accredited college or university


with a Master's degree in Business, Public Administration, Accounting, Economics or


Political Science or closely related field and one (1) year of experience in public accounting,


government budgeting, general management and/or financial control or Marketing; OR


B. Graduation from a New York State registered or regionally accredited college or university


with a Bachelor's degree in Business, Public Administration, Accounting, Economics or


Political Science or closely related field and three (3) years experience in public accounting,


government budgeting, general management and/or financial control or Marketing; OR


C. Graduation from a New York State registered or regionally accredited college or university


with an Associate's degree in Business, Public Administration, Accounting, Economics or


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Political Science or closely related field and five (5) years experience in public accounting,


government budgeting, general management and/or financial control or Marketing; OR


D. An equivalent combination of training and experience as indicated above.


ULSTER COUNTY Adopted: June 6, 2013


3145 FIN ANLYS Revised: July 17, 2014


Classification: Proposed Non-Competitive Revised: January 23, 2018


3146 FN AN HLP Revised: May 21, 2020


Classification: Non-Competitive


MGT