Financial Analyst II

IMDiversity; Austin (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

City of Austin seeks a Financial Analyst II to coordinate and provide financial information to management by planning, developing, interpreting, monitoring, processing and reporting financial information for use by management.

Responsibilities include preparing analyses, monitoring expenses, supporting annual budgets and forecasts, and ensuring compliance with grant requirements and city policies. Strong Excel, data modeling, and communication skills are essential for management decision‑making.

Qualifications

• Bachelor's degree in Finance, Accounting, or Economics required.
• Two years' related experience; Master's may substitute for experience.
• Strong knowledge of budgeting, accounting principles, and internal controls.

Responsibilities

• Prepare financial analyses and ad-hoc reports, researching and summarizing data.
• Monitor expenses, analyze variances, and identify potential problems.
• Assist with budgeting, forecasting, and financial planning processes.
• Ensure grant compliance and adherence to city policies and laws.
• Maintain spreadsheets and databases to support reporting and data analysis.
• Communicate financial information to City management and stakeholders.

Skills

Budget policies

Accounting concepts

Internal controls

Financial systems

Excel

Communication

Data analysis

Education

Bachelor's degree in Finance/Accounting/Economics

Master's degree may substitute for experience

Tools

AIMS

eCOMBS

eCAPRIS

BI tools

Job description

Financial Analyst II

locations: Technicenter Building

time type: Full time

job requisition id: JR105015

About This Position

Job Description

Financial Analyst II

Purpose

Coordinates and provides financial information to management by planning, developing, interpreting, monitoring, processing and reporting financial information for use by management.

Duties, Functions and Responsibilities

Essential duties and functions, pursuant to the Americans with Disabilities Act, may include the following. Other related duties may be assigned.

Prepares financial analysis, periodic and ad-hoc reports by researching, compiling, monitoring, and summarizing current and historical financial information and data, reporting on variances and trends, and compiling financial information from various financial systems.

Monitors and analyzes expenses and activities and identifies and solves potential or existing problems.

Prepares work for processing by gathering and sorting documents and related information; verifying correct funding.

Monitors and provides assistance with components of the annual operating budget, forecast, estimates, business plan, performance measures and satisfaction surveys.

Assures compliance with conditions of grant by monitoring and analyzing Interlocal agreements, contracts, grants and subcontract expenses and activities; ensuring compliance with federal and local laws. Prepares and submits grant reporting.

Prepares/approves accounting and financial transactions by verifying documentation and accurately completing transactions.

Reviews documentation and funding information for accuracy and ensures that transactions are processed in accordance with city policy, applicable laws and regulations, and sound business practices.

Assists departments and other customers by providing procedural and financial information and guidance with financial systems.

Researches and provides information requested by City Council, City management, boards and commissions, vendors, the public, regulatory agencies and other City offices.

Maintains computer spreadsheets and databases to support project data analysis and financial reporting.

Monitors and analyzes revenue by researching, compiling, reviewing accounts and summarizing current and historical data.

Responsibilities - Supervisor and/or Leadership Exercised

May provide leadership, work assignments, evaluation, training and guidance to others.

Knowledge, Skills, and Abilities

• Knowledge of the processes and theories used for public budgetary and financial policies.
• Knowledge of accounting practices and concepts.
• Knowledge of internal control systems.
• Knowledge of preferred business practices.
• Knowledge of manual and automated financial systems.
• Knowledge of financial and budget reporting.
• Skill in maintaining complex spreadsheet and database models and utilizing word processing and presentation software.
• Skill in effective oral and written communications.
• Skill in analyzing and interpreting financial records.
• Skill in gathering, analyzing and presenting data to provide accurate information for management's use.
• Ability to resolve problems or situations that requires the exercising of good judgment.
• Ability to prepare accurate and financial reports.
• Ability to establish and maintain good working relationships with other City employees and the public.

Minimum Qualifications

Graduation with a Bachelor?s degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics plus two (2) years’ experience in a related field.

A Master?s degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field may be substituted for experience.

Licenses and Certifications Required

None

Preferred Qualifications

• Experience assisting with reports, analyses and financial models used in revenue, capital, and operating forecasts and budget development.
• Experience assisting in preparing cost allocation, cost-of-service rate analyses and rate structure components.
• Experience processing financial transactions by gathering and analyzing data, verifying funding accuracy, and performing needed reconciliations to support timely budgeting and accounting workflows.
• Working knowledge of City of Austin financial systems (AIMS, eCOMBS, eCAPRIS), including experience running reports, researching financial data, and providing guidance and system support to internal customers.
• Experience creating and using Business Intelligence tools, dashboards, or data visualization platforms for data gathering, trend identification, and supporting financial reporting needs.
• Strong proficiency in Microsoft Excel, including advanced formulas, pivot tables, and data modeling tools to maintain spreadsheets, analyze financial information, and support management decision‑making.