Financial Specialist

POSITION DUTIES AND QUALIFICATIONS 

SUMMARY OF DUTIES:

Provides financial oversight of a major city-wide program or comprehensive financial services to a large department, or group of small departments, including budget development and monitoring, financial reporting and analysis, grant management, accounts receivable, purchasing, accounts payable, rate setting, and implementation of strategic plans.

DUTIES AND RESPONSIBILITIES:*

Position Specific Summary

The Finance Specialist position at the City of Tucson’s Business Service Department is responsible for compiling reviewing and reconciling financial data to prepare financial statements of a governmental entity in accordance with generally accepted accounting principles (GAAP). This position formulates policies and procedures, works with various stakeholders, including the grant management team to track and monitor financial recordings including capital outlays, capital improvement projects and oversight of a significant portion of grants. 

Work is performed under the supervision of the Finance Manager. This position exercises supervision over accounting personnel.

Duties and Responsibilities

• Prepares monthly and annual financial statements in accordance with GAAP for management’s review using the City’s Enterprise Resource Planning (ERP) system, Microsoft Excel, Word and all required notes for the capital section of the financial statements. Analyzes new standards set by the Governmental Accounting Standards Board (GASB) and its potential effect on reporting.
   

• Reviews, reconciles, and analyzes various general ledger accounts including Assets with focus on capital assets and projects, liabilities, and equity in accordance with GAAP.  Works daily with accounting staff on these tasks using the ERP system, Microsoft Excel and Word to ensure that all balance sheet accounts are properly maintained.
   

• Assists in preparing and compiling supporting audit documents using the City’s ERP system or other software. Responds to auditor questions via email, during meetings, or by providing supporting documents.

• Supervises staff, gives direction and guidance. Reviews and implements personnel actions, including employee hiring actions, training sessions, and evaluations. Reviews and approves employee timecards and time-off requests. Collaborates with peer finance professionals and various departments such as the grant management team to address emerging issues.

• Prepares fund procedures and other written accounting and training documents using Microsoft Word, Excel, and PowerPoint on an ongoing basis to assist and guides others.

• Performs all other duties and tasks as assigned, including special projects.

Working Conditions

Mostly office environment. 

* All duties, responsibilities listed are subject to change.

MINIMUM REQUIRED QUALIFICATIONS:

Education:

Bachelor's degree

Work Experience:

Three (3) years of directly related experience

License:

Any combination of relevant education and experience may be substituted on a year-for-year basis.

ADDITIONAL MINIMUM REQUIRED QUALIFICATIONS:

Education:

Bachelor's degree: Accounting

Work Experience:

-Three (3) years of experience preparing financial statements; balance sheets, income statements and cash flow statements.

License/Certifications:

Languages:

PREFERRED QUALIFICATIONS:

Active license as a Certified Public Accountant (CPA)
Experience in governmental accounting focusing on preparing fund financial statements