Senior Financial Analyst

Step into a pivotal role where your expertise drives the financial backbone of county operations. We're looking for a passionate and detail-oriented individual to join our team as a Senior Financial Analyst. If you're someone who thrives in a collaborative environment and is excited about making a real impact in local government finance, this might be the perfect fit for you!

As a Senior Financial Analyst, you'll oversee and elevate the financial health of various county departments by doing the following the essential job functions below. 

ESSENTIAL JOB FUNCTIONS

• Prepares complex annual, quarterly, and monthly financial statements and special reports involving cost accounting and statistical analysis; prepares and submits financial and performance reports to various state and federal granting agencies; and prepares specialized financial reports, as assigned, such as capital asset reports for depreciation, pay for performance distributions, Cost of living adjustment (COLA) calculations, employee survey data, etc. 
• Plans, organizes, and directs personnel engaged in fiscal operations including accounts payable, contract administration, revenue collections, and related activities; coordinates daily work activities; reviews and approves invoices, check requests, journal entries, project adjustments, and reconciliations. 
• Assists in the development of the County’s annual budget through communication with and training of assigned departments on budget policies and development of purpose, goals, and objectives; coordinates budget development with department management; ensures appropriate funding levels for core services; and trains department staff regarding budget forms and related activities. 
• Assists in preparing the County’s Capital Improvement Program (CIP); reviews and analyzes department submittals; reviews and analyzes CIP-related revenues and expenditures; compiles County-wide capital program; initiates, prepares, and assists departments with CIP amendments; and maintains reports of unfunded capital requests and maintenance plans. 
• Maintains cash flows for various funds; ensures sufficient budget for completion; ensures funding source designations; and ensures purchases are encumbered in accordance with project budgets; and prepares budget adjustments as needed.  
• Analyzes and develops budgets for grant proposals and matching requirements; prepares analyses on impact of grant awards, identifying funding sources, match sources, and location of grant funding including multi-year awards.   
• Develops and maintains grant monitoring/tracking systems; analyze and prepare compliance documents that meet requirements of County Finance/Comptroller, Audit Department, and granting agencies. 
• Develops and updates reports utilized to measure budgeted expenses against actual expenses and revenues and to project ending fund balances; updates projections reports monthly; analyzes data; and makes adjustments based on research and information from department. 
• Performs basic administrative duties including written reports, memorandums, letters and electronic correspondence, interaction with vendors, and communication through telephone, e-mail and meetings.  
• Provides exceptional customer assistance, problem-solving, and/or complaint resolution by all forms of communication. 

Education and Experience:

An equivalent combination of relevant training, education and experience:

• Bachelor’s Degree
  • Preferred:   
    • Accounting
    • Finance
    • Economics
• Three (3) years of progressively responsible experience in government finance/budgeting.

Licenses and/or Certificates: N/A

• Knowledge of departmental policies, plans, and procedures.
• Knowledge of modern office practices, plans, and procedures.
• Knowledge of Microsoft Word, Excel, PowerPoint, and other job-related computer programs and software applications.
• Knowledge of laws, regulations, procedures, and processes of local government, including budget administration, accounting, purchasing and finance. 
• Knowledge of the principles of public administration, budgeting, and administrative management. 
• Knowledge of organizational structures (preferably staffing patterns. 
• Knowledge of structured query language (SQL) and Arc Map. 
• Advanced-level skill in the use of software applications. 
• Strong analytical and research skills, attention to detail. 
• Skill in effective communication, both orally and in writing.
• Skill in prioritizing and organizing work.
• Skill in the use of office equipment such as a computer, multi-line telephone system, scanner, fax machine, and copier.
• Ability to ascertain priorities and meet deadlines and objectives. 
• Ability to prepare, interpret and maintain complex, complete, and accurate accounting reports. 
• Ability to communicate clearly and concisely, both orally and in writing. 
• Ability to exercise judgment and discretion in applying and interpreting department rules, regulations, policies, and procedures. 
• Ability to make recommendations and to use resourcefulness and tact in solving new problems. 
• Ability to analyze and interpret departmental functions, procedures and policies. 
• Ability to accept the responsibility of working with extremely large sums of money. 
• Ability to meet deadlines throughout the budgetary process and during the fiscal year. 
• Ability to isolate and analyze significant trends and policies from detailed records and factual material.  
• Ability to conduct organizational and operational evaluations and suggest alternate solutions when appropriate.  
• Ability to act as lead worker for processes or projects, and/or on teams as assigned, planning, organizing, and directing the work of subordinate personnel.  
• Ability to prepare and analyze statements showing financial conditions and financial results of operations.  
• Ability to provide internal/external guidance and customer assistance via all forms of communication. 
• Ability to apply professional accounting principles, knowledge, and skills to the maintenance of a complex set of fiscal and accounting records. 
• Ability to use computers for data entry, word processing, and/or accounting purposes.
• Ability to author reports, business correspondence, and procedure manuals. 
• Ability to establish and maintain effective working relationships with managers, service providers, other employees, and the general public.

PHYSICAL DEMANDS

Walking, sitting, hearing, seeing up close, talking, standing, finger movement, repetitive motions and depth perception. 

WORK ENVIRONMENT

• Work is performed in a relatively safe, and secure work environment.

• Enjoy the flexibility of working remotely, with just one day in the office to connect with your team.  

• Experience a 4-day, 10-hour shift schedule, giving you an extra day off each week to recharge and pursue personal interests.

RISK/SAFETY CONDITIONS

The position requires no exposure or risk related to physical and/or mental health and safety.

EMERGENCY RESPONSE/RECOVERY ACTIVITIES:

All County employees are required to work before, during, or after an emergency as needed. This may include temporarily being assigned to work and performing duties outside of the normal scope of their position, location and work schedule to fit the needs of the County and its citizens.

Charlotte County is an Affirmative Action, ADA and Equal Opportunity Employer. Women, minorities, and persons with disabilities are encouraged to apply. As a veterans' preference employer, certain service members and veterans, and the spouses and family members of such service members and veterans, who claim and meet eligibility requirements of veterans’ preference, receive preference and priority in employment and are encouraged to apply. In addition, certain servicemembers may be eligible to receive waivers for postsecondary educational requirements.

All positions with Charlotte County may be subject to drug testing in accordance with the Drug-Free Workplace Program and/or County policy.