Finance Team Lead

About the Role

Performs financial analysis for the HIV/STD Section within the Operations Unit in the Infectious Disease Prevention (IDP) Division. Works under limited direction of the HIV STD Section Finance and Contract Manager with extensive latitude for exercising initiative and independent judgment. Serves as the lead over program financial analysis and oversight, performing advanced level financial analysis and monitoring of multiple funding sources from federal, state, and drug rebate revenues. Provides financial support services and technical assistance to Unit Directors and Program Managers related to LAR, annual budget reconciliations, oversight of the program's annual budget, and routine financial reporting. Creates routine reports such as expenditure, purchase order balances, and available budget, and reports on any operational impact due to financial constraints. Investigates and reviews budget and accounting records, financial approvals, and monitors federal and state funds to ensure compliance with laws, DSHS policies, and regulations. Prepares financial and expenditure progress reports, assists with planning and coordination of procurements and budgets, interprets agency policies, creates and documents processes, and recommends, implements, and evaluates process improvements.

Responsibilities

• Responsible for budgeting, reconciling, and tracking funding and expenditures on State appropriated funds, including multiple federal funds; prepares and reviews financial reports for all budget assignments, develops budget expenditure reports to monitor, track, forecast, and analyze expenditures; provides financial recommendations to meet program objectives efficiently; develops plans, policies, and procedures for fund allocation and accounting best practices; assesses trends and spending utilization to support HIV STD Section programs and agency goals; maintains productive relationships with finance groups, leadership, program managers, and other stakeholders to resolve issues. (EJF 30%)
• Provides advanced financial and technical assistance in the review of federal grant applications, prepares Finance Group budget detail rosters, reviews and assists with Federal budget templates, works closely with program leadership and the HIV STD Finance Manager on grant application budget reviews; approves requisitions for purchases and tracks federal expenditures by funding source; communicates budget details to the Finance Group Manager; escalates and coordinates resolution of financial risks as necessary; collaborates with staff across the HIV STD Section on budget and resource coordination; responds to assignments from the Section Finance Group Manager; prepares spreadsheets, resource documents, update logs, reports, and other documentation as needed. (EJF 25%)
• Acts as a financial liaison on budget and procurement issues to other parts of the agency, including Division Finance, HIV STD Section Leadership, Contract Management, Accounts Payable, Budget Office, Information Technology, and HHSC Procurement and Contracting Services; shares necessary information, resolves issues, coordinates accurate budget loads and fund movements; maintains the budget roster by coding relevant financial information; maintains source documents and tracking logs; may train operations staff on processes and procedures; produces reports from CAPPS financials as needed; builds cooperative relationships that support good customer service. (EJF 25%)
• Provides leadership on procurement, requisition, and purchase order activities for the HIV STD Section; reviews and approves requisitions in CAPPS Financial; offers guidance and technical assistance to administrative staff on procurement issues and CAPPS Financial; ensures efficient documentation and tracking of purchases; maintains backup information on all financial reports and transactions; interprets agency, federal, and state procurement policies; monitors fund availability and recommends transfers as needed; tracks recurring purchases and initiates renewals on time; assists in creating and implementing policies and procedures. (EJF 15%)
• Performs other duties as assigned, serving as a backup to the HIV STD Section Finance Manager, including participation in disaster response, recovery, or Continuity of Operations (COOP) activation, which may require alternate shift patterns or locations. (EJF 5%)

Requirements

• Knowledge: Financial analyses and examination procedures for regulated entities; financial and industry terminology and practices; budgeting, GAAP, purchasing and contracting processes; Texas Legislative Appropriations, state budget cycle, and requirements.
• Skills: Managing multiple data sets and projects simultaneously; proficiency with Microsoft Office, especially Excel and other database programs; organizing and prioritizing workload; meeting deadlines for concurrent tasks.
• Abilities: Take direction and relay constructive criticism; gather, analyze, and devise solutions to problems; communicate processes and procedures clearly; use independent judgment to plan, organize, and coordinate work; safeguard sensitive information; administer financial processes and systems; perform and interpret numerical analyses; analyze, evaluate, and summarize financial and management records for accuracy and compliance; prepare reports and correspondence; communicate effectively orally and in writing; work independently and exercise judgment in administrative and technical decisions; follow verbal and written instructions; work overtime as necessary; build and maintain positive working relationships; interact professionally with diverse individuals; develop and evaluate policies and procedures; achieve goals, timelines, and strategies; handle multiple tasks in stressful situations.
• Registrations, Licensure, or Certifications: None required.
• Initial Screening Criteria:
  • 4‑year degree in Business Administration or related field (related work experience in accounting, budgeting, purchasing, and/or federal grants may be substituted on a year‑for‑year basis).
  • Minimum 1 year experience with a state agency related to finance and/or budget.
  • Minimum 1 year experience with LAR and Legislative Fiscal Notes.
  • Minimum 2 years experience developing federal grant budgets.
  • Minimum 2 years experience supporting program procurements.
  • Experience managing multiple data sets and projects simultaneously.
  • Experience with Microsoft Office products, Excel, and/or other database programs.
  • Experience organizing and prioritizing workload and meeting deadlines for simultaneous tasks.
  • Experience gathering and analyzing data and facts to devise solutions.
  • Experience communicating processes and procedures clearly and effectively.

Benefits

DSHS offers insurance coverage and other benefits available through the State of Texas Group Benefits Plan administered by the Employee Retirement System of Texas (ERS). Additional information about benefits and early career pathways is available on the DSHS Careers Page.

Pay

Salary Range: $5,425.33 – $7,500.00 per month (Pay Frequency: Monthly). Salary Group: TEXAS‑B‑24.

Schedule

Shift: Day (First shift); Telework eligible; Travel up to 10%; Full‑time, non‑exempt position.