Financial Analyst Sr.

Under limited supervision, performs professional financial duties using standardized methods and procedures in accordance with Generally Accepted Accounting Principles (GAAP) and Federal, State and Local laws and policies. Collects, analyzes, researches, documents, interprets, audits and reports financial data. Prepares financial statements and standardized and special reports for activities, such as financial reporting, budgeting, revenue estimation, grants, purchasing, contracts, payroll, and other accounting transactions.

This position is primarily remote, with limited on-site duties as needed

This is the second in a series of four professional financial analyst-related job classifications within the Finance job family. Incumbents typically perform a range of complex professional financial analysis duties that require the application of standard financial theories, principles and techniques, and require the appropriate skill levels including intermediate skill levels in computer, analytical and communication skills.  This classification is distinguished from the Financial Analyst Lead classification in that incumbents typically are not responsible for the most complex financial analysis functions and do not have formal authority for leading or supervising lower level staff. Duties require a substantial degree of initiative and independent judgment.  This classification typically performs duties at a department or office level. This classification may require a flexible work schedule in order to meet the needs of the department.

• Prepares specialized financial reports by preparing periodic internal and external financial documents, supporting schedules and financial reports. Researches, compiles, monitors and summarizes financial information and data and reports on financial condition.
• Conducts financial analysis by monitoring, reviewing and analyzing current and historical financial and budget information. Analyzes trends, prepares financial forecasts, summarizes and interprets the results of financial analysis and provides possible alternatives for consideration. Informs management of the financial condition of the department.
• Prepares budget reports by researching, compiling, monitoring and summarizing current and historical budget information and data. Monitors the departmental budget and reports on budget variances. Prepares budget transfers, as required. Participates in preparing annual departmental budget submission.
• Prepares, processes and maintains all financial transactions and documents for departmental activities, such as financial reporting, budget, grants, purchasing, contracts, payroll, and other financial transactions. Maintains accounting ledgers, documents and accounts and reviews, verifies and reconciles accounting transactions.
• Develops and maintains computer spreadsheet models, databases and queries. Designs and maintains spreadsheets and databases to support standard and specialized departmental financial operations. Conducts project and division specific financial analysis. Prepares, updates and maintains monthly financial activity reports, spreadsheets and ledgers. Maintains financial data and records.
• Responds to financial inquiries from departmental management and staff, other County fiscal representatives and the public. Provides technical assistance to departmental staff in developing and maintaining grants, proposals, contracts, payroll, and other operations having financial implications.
• Assists in and develops strategic and tactical financial plans. Develops, recommends and implements departmental financial policies, procedures and strategies.
• Performs other job-related duties as assigned.

Education and Experience:
Bachelor's degree in Finance, Accounting or a directly related field AND five (5) years of increasingly responsible professional level financial analysis or accounting experience. Master's degree in Accounting, Finance or a directly related field may substitute for two (2) years of the required experience.

Licenses, Registrations, Certifications, or Special Requirements:
None required.

Preferred:
Valid Texas Driver's License.

Knowledge, Skills, and Abilities:

Knowledge of:

• Policies, practices, procedures and terminology of assigned function.
• Federal, State, Local and County applicable laws, rules, regulations and guidelines.
• Generally Accepted Accounting Principles (GAAP) and standardized financial, accounting and auditing practices.
• Budget planning, development, preparation, and monitoring.
• Manual and automated systems relating to assigned function.
• Modern office practices, procedures and methods.
• Computer equipment to include word processing, spreadsheets, databases and a variety of software packages.
• Business letter writing, grammar and punctuation, and report preparation.
• May be required to develop knowledge of and adhere to federal and state laws requiring the confidential handling of certain health information.

• Problem-solving and decision-making.
• Developing financial spreadsheets and financial trend analysis.
• Completing professional financial reports.
• Planning and evaluating financial processes.
• Developing financial policies and procedures.
• Both verbal and written communication, including presentations.

• Work independently.
• Manage time well, perform multiple tasks and organize diverse activities.
• Analyze, calculate, forecast and interpret financial data and identify and correct errors.
• Establish and maintain effective working relationships with departmental clientele, representatives of outside agencies and providers, other County employees and officials, and the general public.

Physical requirements include the ability to lift/carry up to 10-15 pounds occasionally, visual acuity, speech and hearing, hand and eye coordination and manual dexterity necessary to operate a computer and office equipment. Subject to standing, sitting, walking, climbing, crawling, bending, stooping, crouching, kneeling, pushing, pulling, reaching, twisting, balancing, repetitive motion, and squatting to perform the essential functions.

Travis County employees play an important role in business continuity. As such, employees can be assigned to business continuity efforts outside of normal job functions.

Work Hours: 8 am - 5 pm, Monday-Friday. 
Location: 700 Lavaca Street, Austin, TX.
Department: Technology and Operations
Criminal, Driving, Education, and Employment Background Checks Required.

This job description is intended to be generic in nature. It is not necessarily an exhaustive list of all duties and responsibilities. The essential duties, functions and responsibilities and overtime eligibility may vary based on the specific tasks assigned to the position.