Financial Analyst III Job Description
Job Profile Summary
Incumbent performs professional Financial Analyst assignments, including special studies and surveys to summarize and analyze complex financial actions and prepare recommendations for policy, procedure, control or action. Provides interpretation and application of department or division-level financial policies, governmental legislation, accounting theory or customer financial regulations which may require knowledge of financial principles, practices, and application. Evaluates financial reports, plans, capital expenditures, billing/assessments, revenue management, operating records, and financial statements.
Directs and/or assists in the preparation of special studies, reports, analyses, and recommendations in areas such as budgets, forecasts, financial systems/plans, capital improvement planning, internal controls, legislative requirements, statistical reports, and business forecasts for management use. Coordinates with all levels of management to gather, analyze, summarize, and prepare recommendations regarding one or more of the following: financial plans, budgetary controls, acquisition activity, trended future requirements, operating forecasts, and similar complex financial matters.
Position Salary Range
$ 90,986.40 - $ 111,205.60
Benefits
- Health Insurance
- Dental, Vision and Life Insurance
- Paid vacation and personal leave
- Six to Twelve weeks of paid parental leave from day 1 of employment
- Retirement contributions toward a pension plan and/or 401(k)
- A robust Employee Assistance Plan (EAP)
- Up to $4,000 tuition reimbursement annually
- Discounted supplemental benefits like pet insurance and legal services
Job Level Distinctions
- FINANCIAL ANALYST I - Follow established procedures, performs specialized financial, accounting or planning activities following general project or departmental guidelines, procedures and precedents in support of various financial functions such as budgeting and auditing. Exercises discretion and independent judgment in the afore-mentioned duties. Requires one to three years of related work experience.
- FINANCIAL ANALYST II - Demonstrates a sound understanding of, and ability to follow, established procedures, departmental guidelines, and precedents in performing various financial functions. Following general instructions and with discretion as to work details, performs specialized financial, accounting, investigations, coordination and analysis requiring competence and specialized knowledge of various financial functions such as budgeting and auditing. Requires three to five years of related work experience.
- FINANCIAL ANALYST III - Demonstrates a sound understanding of, and ability to follow, established procedures, departmental guidelines, and precedents in performing various financial functions. Demonstrates sound discretion and competence in performing financial functions related to financial, accounting, investigation, coordination, and analysis. Develops, interprets, and implements highly complex financial/accounting concepts and advanced techniques for financial planning and control. Provides specialized technical analysis to determine present and future financial performance. Directs the development and implementation of new concepts and techniques for financial information analysis. Requires five to eight years of related work experience. A Master's degree level of education or certification may be required at this level.
- FINANCIAL ANALYST IV - Demonstrates a sound understanding and ability to follow, established procedures, departmental guidelines, and precedents in performing various financial functions. Demonstrates sound discretion and competence in performing financial functions related to financial, accounting, investigation, coordination, and analysis. Demonstrates ability to interpret and implement highly complex financial/accounting concepts and advanced techniques for financial planning and control. Demonstrates ability to provide specialized technical analysis to determine present and future financial performance, as well as the ability to direct the development and implementation of new concepts and techniques for financial information analysis. Prepares special reports and financial studies for management and alerts them to significant variances to plan. Coordinates, negotiates, and resolves financial compliance issues to ensure accurate interpretation. Conducts and may lead audits. Develops and/or modifies major policies and procedures for financial reporting and cost analysis in specialized areas. Provides interpretation of accounts, methods and records for directors, managers, and officials. May provide work leadership for a finance/accounting functional unit. Requires eight or more years of related work