Financial Analyst, Sr. (Revenue Forecasting)

Posting Expires: April 29, 2024

Salary Range: $50,900-$67,800

General Description and Classification Standards

Performs complex forecasting, budgeting, and analysis functions of the Office of Revenue.  Primary responsibilities include the budget development, management, and compilation of monthly financial reports and to prepare, analyze and communicate month end results for review and/or decision making by Senior Management.  Acts as primary resource to Senior Management. Works on issues of diverse scope where analysis of data requires evaluation of an array of factors. 

Supervision Received

Works under general supervision. May work independently with responsibility for assigned function(s) or program(s).

Leadership

This person will not directly supervise employees. 

Essential Duties & Responsibilities   These are typical responsibilities for this position and should not be construed as exclusive or all inclusive.  May perform other duties as assigned.

• Research and identify of economic influences on the City’s revenues and perform advanced statistical analysis and comprehensive review of forecast model variables through the use of, historical trend analysis;
• Performs city and state legislative analysis to determine fiscal impact to City;
• Prepares and presents specified quarterly and annual financial reports, including revenue projections, to the City's senior Finance management;
• Routinely perform ad hoc analysis and lead special projects.

Financial Reporting

• Assist with the preparation of internal management reporting including monthly, quarterly, annual, and multi-year forecast budget;
• Ensures integrity of data produced in financial model and financial systems and ensures accurate compilation, analysis, and reporting of financial data and revenue.

Planning and Analysis

• Write data-backed reports to support the management team in taking strategic business decisions;
• Analyze financial data and create financial models to support leadership decision making;
• Perform financial forecasting, reporting, and operational metrics.

Knowledge, Skills & Abilities This is a partial listing of necessary knowledge, skills, and abilities required to perform the job successfully.  It is not an exhaustive list.

• The preferred candidate will demonstrate to the ability to focus on attention to detail;  
• Familiarity with a variety of financial reporting, budgeting, and forecasting applications;
• Ability to quickly sift through various inputs and arrive at a logical, executable conclusion;
• Must be comfortable presenting to executive management on a regular basis;
• Passion for improvement;
• Strong analytical, problem solving, and decision making;
• Strong reporting & organization skills;
• Self motivated, pro-active, and positive attitude;
• Ability to process numbers quickly and accurately;
• Excellent written and verbal communication skills;
• Ability to work independently and manage multiple tasks;
• Ability to prioritize tasks, knowing what is important both in short term and long term deadlines.

 

Minimum Qualifications

Bachelor's degree in Accounting, Economics, Finance, Business Administration, or related field;

3-5 years of specific financial forecasting, analysis and budget development professional experience;

Demonstrated and progressive career history as a financial or budget analyst;

Highly Proficient in MS Office, specifically Excel and PowerPoint; 

Highly developed presentation skills.

 

Preferred Education & Experience

Master's degree in Accounting, Economics, Finance, Business Administration, or related field; 

Municipal finance and government experience preferred;

Oracle experience highly preferred.