FINANCIAL ANALYST II

About the role

Performs professional financial analysis and provides analytical support to multiple City departments. Analyzes financial statements, budgets, expenditures, revenues, and operational data; prepares financial reports, schedules, graphs, dashboards, and other analytical products; and develops interpretations and recommendations to assist management in making informed financial and operational decisions. This position emphasizes the use of data analytics and visualization tools to transform financial and operational information into meaningful, actionable insights. The Financial Analyst II works collaboratively with City departments to identify trends, monitor financial performance, improve reporting processes, and strengthen financial management practices.

Responsibilities

• Designs Power BI dashboards that provide timely visibility into departmental budgets, expenditures, revenues, forecasts, and performance measures.
• Develops data models and measures to support recurring financial and operational reporting.
• Combines information from financial systems, spreadsheets, databases, and other sources to produce comprehensive analyses.
• Automates recurring reports and reduces manual data preparation where practical.
• Establishes consistent definitions, calculations, and reporting methodologies across departments.
• Develops visualizations that allow users to drill into financial information by department, division, program, fund, account, period, or other relevant dimensions.
• Identifies opportunities to improve data accessibility, reporting efficiency, and financial transparency.
• Trains or assists departmental users in interpreting dashboards and using analytical tools effectively.

Minimum Requirements

Education

Requires a Bachelor's degree in Finance, Accounting, Business Administration or a closely related field.

Experience

One year of professional experience in finance, economics, financial analysis or a closely related field are required.

Substitutions

• Five years of pertinent professional or para-professional experience may substitute for the education requirement.
• An Associate’s degree in Finance, Accounting, Business Administration or a closely related field and three years of pertinent professional or para-professional experience may substitute for the education requirement.
• A Master's degree in a field directly related to the job may be substituted for the above experience requirement.