Financial Analyst II

Financial Analyst II

Join more than 56,000 teammates working together to improve the health and well-being of the communities we serve across North Carolina.

Summary:

Participates in the preparation of budgets, financial statements, statistical reports, cost analyses and other financial information including reviewing budget requests and recommending changes to achieve goals and objectives for assigned entity. Performs specialized assignments, which may include acting as a lead for capital or major departmental function.

Responsibilities:

1. Prepares and coordinates distribution of specialized and complex financial reports and analysis for management and external agencies. Presents reports to senior management or committees. Prepares charts and diagrams showing prior, current and projected financial results to provide a basis for comparison and evaluation.

2. Utilizes various financial information systems in the preparation of analysis and is an expert in several financial systems and data visualization tools. Recommends operational procedures and ways to improve efficiency and/or effectiveness.

3. Maintain communication with assigned department managers and administrative staff in the preparation and analysis of financial reports, to provide information and to resolve problems concerning variances from approved budget. Provide technical support to assigned departments regarding budgeting system and procedures.

4. Monitors and analyzes budget expenditures and prepares reports and analysis on trends. Compiles budgetary and fiscal data received from assigned departments. Analyzes and evaluates departmental budget requests to prepare budgetary documents, reports, and recommendations. Attends budget hearings and presents fiscal data of assigned departments.

5. Prepares and maintains accurate accounting records to ensure compliance with state and federal regulatory agencies as well as GAAP, GASB, and FASB.

Education Requirements: Master's degree in Business Administration, Economics, Finance, Public Administration or related field or relevant combination of education and experience. Licensure/Certification Requirements: No licensure or certification required. Professional Experience Requirements: With a Master's degree, no prior experience required. With a Bachelor's degree, requires four (4) years of experience in financial analysis or planning. Knowledge/Skills/and Abilities Requirements: Research, retrieve and organize data to prepare reports and financial documentation, analyze and audit data.