Financial Analyst

Are you looking for career opportunities that provide top-notch benefits including paid vacation & sick leave, outstanding health & dental insurance, a free health clinic for you & your dependents, a generous retirement plan, and much more? Travis County’s Facilities Management Department offers stable career options with training and tuition reimbursement available to help you advance in your career.

About the role

Under moderate 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 reports for activities such as financial reporting, budgeting, revenue estimation, grants, purchasing, contracts, payroll, and other accounting transactions.

This is the first in a series of four professional financial analyst-related job classifications within the Finance job family. Incumbents typically perform a range of routine to moderately complex professional financial analysis duties that require the application of standard financial theories, principles, and techniques. This classification is distinguished from the Financial Analyst Senior classification in that incumbents usually consult with higher-level financial staff for advice and assistance and are not typically responsible for the more complex financial analysis functions. Duties require a moderate degree of initiative and independent judgment and are typically performed at a department or office level. A flexible work schedule may be required to meet the needs of the department.

Responsibilities

• Prepares 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 higher-level staff and 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 or assists in monitoring the departmental budget and reports on budget variances.
• Prepares budget transfers as required.
• Participates in preparing the 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.
• Assists in or develops and maintains computer spreadsheet models, databases, and queries.
• Designs and maintains spreadsheets and databases to support 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 developing strategic and tactical financial plans.
• May assist in the development and implementation of departmental financial policies, procedures, and strategies.
• Performs other job-related duties as assigned.

Requirements

• Bachelor's degree in Finance, Accounting, or a directly related field AND three (3) 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.
• Valid Texas Driver's License.
• Must pass a criminal background check for CJIS clearance, including fingerprint clearance.

Skills

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.

Skill in:

• 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.

Ability to:

• 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.

Benefits

• Paid vacation & sick leave
• Outstanding health & dental insurance
• Free health clinic for you & your dependents
• Generous retirement plan
• Training and tuition reimbursement

Schedule

Monday-Friday, 8:00 AM - 5:00 PM. Flexible/Hybrid schedule may be required. This job classification may require working evenings, overnight, and holiday shifts as needed.

Work Environment

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.