Under direction, plans, organizes, and manages major Finance functions and activities, including budget development, management reporting, and operational Finance functions such as payroll, accounts payable and receivable, and procurement; assists in coordinating assigned activities with other District departments and outside agencies; provides highly responsible and complex professional staff assistance to the Administrative Services Manager, General Manager, and Assistant General Manager; and performs related work as required.
Receives direction from higher-level management staff. Exercises direct supervision over lower-level Finance staff.
The Financial Analyst is responsible for budgeting, financial reporting for management, Committees, and the Board of Directors, and supervision of operationally oriented Finance functions, which may include payroll, accounts receivable, accounts payable, and procurement. Successful performance requires working independently and demonstrating initiative and discretion. The Financial Analyst is responsible for providing professional-level analytical assistance to the Administrative Services Manager in the areas of expertise, with a focus on the interpretation and analysis of financial data and communication of actionable information and recommendations to District management. This classification is distinguished from the Administrative Services Manager in that the latter is responsible for strategic planning and management of all Finance, Human Resources, and Information Technology functions.
Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job.
Education and Experience:
Licenses and Certifications:
Must possess: mobility to work in a standard office setting and use standard office equipment, including a computer and to visit various District and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity needed to access, enter, and retrieve data using a computer keyboard, calculator, and to operate standard office equipment. Occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Ability to lift, carry, push, and pull materials and objects up to 40 pounds or heavier weights with assistance and/or the use of proper equipment.
Incumbents typically work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Incumbents will interact with individuals in interpreting and enforcing rules, policies, and procedures.
Incumbents may be assigned an irregular work schedule, including weekends, early mornings, evenings, and holidays.
Date Adopted: 2/28/18 Job Code: 3011L FLSA Status: Exempt Supersedes: Finance Technician dated 5/31/2017