Budget & Finance Analyst Senior

City of Charlotte; Charlotte (NC); On-site; USD 70,000 - 101,000; Full time

Job summary

The City of Charlotte is seeking a Risk Budget & Finance Analyst Senior within the Risk Management division. This role supports budgeting, claim payment processes, and procurement tasks for the City, Mecklenburg County, and local boards.

Ideal candidates have a Bachelor’s degree in accounting or related field and at least five years of accounting/financial management experience, with advanced Excel and ERP systems familiarity.

Qualifications

• Bachelor’s degree in accounting, business administration, or related field.
• Minimum five years’ experience in accounting, financial management, and budget development.
• Experience with ERP financial systems preferred.
• Strong Excel skills and advanced analytical ability.

Responsibilities

• Assists in the preparation and review of journal entries for the division, researching and providing information as needed.
• Reviews check requests for completeness and accuracy and ensures necessary supporting documents.
• Enters check requests into Risk's claim management system and coordinates with Accounts Payable for processing.

Skills

Analytical thinking

Excel skills

Budgeting

Communication

Teamwork

Detail-oriented

Financial analysis

Education

Bachelor’s degree in accounting, business administration, or related field

Tools

ERP financial systems

Job description

Department & Salary

Department: Finance Department

Salary: $70,166.00 - $100,864.19

City Overview

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

SUMMARY

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.

Duties

• 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

Knowledge, Skills & Abilities

• 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

Minimum Qualifications

• 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 knowledge, skills, and abilities to successfully perform the essential job duties

Preferred Qualifications

• Experience with ERP financial systems


• Experience in check processing and issuance

Conditions of Employment

The City’s Background Check Policy requires background checks to be conducted on final internal or external candidate(s) applying for any position with the City of Charlotte. The type of information that will be collected as part of a background check includes, but is not limited to: reference checks, social security verification, education verification, criminal conviction record check, and, if applicable, a credit history check, sex offender registry and motor vehicle records check. Background checks must be in compliance with all federal and state statutes, such as the Fair Credit Reporting Act (FCRA). The checks must be consistent with the guidelines set forth by these laws requiring organizations to obtain a candidate’s written authorization before obtaining a criminal background report, motor vehicle records check or credit report; and to properly store and dispose of information derived from such reports. Final candidates must pass a pre-employment drug-screening test and physical examination. During the selection process, candidates may be asked to take a skills test, and/or participate in other assessments.

The City of Charlotte is an Equal Opportunity Employer and does not unlawfully discriminate on the basis of race, religion, color, sex, national origin, marital status, age, disability, sexual orientation, political affiliation or on the basis of actual or perceived gender as expressed through dress, appearance, or behavior. Our culture is to serve the community honorably.

The City of Charlotte is committed to making our services and programs accessible to all. Upon request, auxiliary aids, written materials in alternate formats, language access, and other reasonable accommodations or modifications will be provided. To make a request, please fill out the Innovation & Technology ADA request form or call 704.336.4120.

Benefits

The City of Charlotte provides a comprehensive benefits package to eligible employees.

Culture & Vision

When you join the City of Charlotte, you become part of Team Charlotte — a dedicated group of professionals working together to make a meaningful impact on our community and its future. The City of Charlotte has more than 8,000 employees working across 19 departments to serve close to 1 million residents. From public safety and clean water to transportation, housing and an international airport, our teams deliver essential services to keep Charlotte connected, safe and empowered with opportunity for all. As public servants, we are guided by a clear mission: to be committed to exceptional service every day. No matter the department or role, every team member plays a part in helping our city grow, thrive and meet the needs of those who rely on us. We are a values-driven organization, working collaboratively, acting with integrity and delivering reliable results. We embrace a forward-thinking mindset, encouraging curiosity, innovation and continuous improvement.

Looking for an internship? Explore opportunities on our Internship Career Site and take the first step toward your career with the City of Charlotte.