Incumbent performs professional Financial Analyst assignments, including special studies and surveys to summarize and analyze complex financial actions and prepare recommendations for policy, procedure, control or action. Provides interpretation and application of department or division-level financial policies, governmental legislation, accounting theory or customer financial regulations which may require knowledge of financial principles, practices and application. Evaluates financial reports, plans, capital expenditures, billing/assessments, revenue management, operating records and financial statements.
Directs and/or assists in the preparation of special studies, reports, analyses and recommendations in areas such as budgets, forecasts, financial systems/plans, capital improvement planning, internal controls, legislative requirements, statistical reports and business forecasts for management use. Coordinates with all levels of management to gather, analyze, summarize, and prepare recommendations regarding one or more of the following: financial plans, budgetary controls, acquisition activity, trended future requirements, operating forecasts and similar complex financial matters.
FINANCIAL ANALYST III - Develops, interprets and implements highly complex financial/accounting concepts and advanced techniques for financial planning and control. Provides specialized technical analysis to determine present and future financial performance. Directs the development and implementation of new concepts and techniques for financial information analysis. Requires five to eight years of related work experience. A Master’s degree level of education or certification may be required at this level.