Management Analyst-Finance

Description

FLSA Status: Non-Exempt

JOB SUMMARY

To perform technical level administrative and/or financial related duties in assistance to the Finance Department; to research, collect, and analyze data and prepare draft reports; to provide some highly responsible administrative duties in support of the Department heads and supervisors.

Supervision Received and Exercised

Receives general supervision from Accounting Supervisor, may receive technical and functional supervision from Finance Manager/CFO.

Examples of Duties

Duties may include, but are not limited to, the following:

- Reviews, analyzes, and evaluates complex financial or economic information.

- Prepares financial analyses that conform to generally accepted accounting principles.

- Plans, organizes and participates in financial and compliance audit assignments to ensure compliance and reliability of financial records.

- Assists in various reconciliations, including accounts receivable, accounts payable, and bank reconciliations

- Assists in the annual audit and preparing financial documents

- Provides backup support to staff in various technical roles

- Assists the Accounting Supervisor in the preparation of the District’s annual budget performing analysis and calculations necessary for completing all necessary projections and forecasting.

- Assists in performing year-end closing procedures including but not limited to the setup of project maintenance accounts for the new year, entering cost of living adjustments (if applicable), and various other tasks.

- Provides analytic, administrative support, and leadership to District-wide organizational improvement initiatives and projects; coordinates program activities across District departments.

- Build and maintain positive working relationships with co-workers, other District employees, and the public using principles of good customer service.

- Perform related duties as assigned.

Typical Qualifications

MINIMUM QUALIFICATIONS

Knowledge of:

- Advanced financial and accounting principles, practices and methods.

- Principles of budgeting, forecasting, and financial planning.

- Financial/statistical/comparative analysis techniques and formulas.

- Techniques and principles of effective written and oral communication.

- Pertinent local, State and Federal laws, codes, ordinances, District functions, policies, rules and regulations.

- Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.

Ability to:

- Perform technical level administrative and/or program related duties.

- On a continuous basis, know and understand all aspects of the job; intermittently review documents related to department operations; analyze work papers, reports and special projects; identify and interpret technical and numerical information; observe, identify and problem solve office operations and procedures; understand, interpret and explain policies and procedures; explain operations and problem solve office issues for the public and with staff.

- On a continuous basis, sit at desk for long periods of time; intermittently walk or stand in the field and sit while driving in vehicle or operating equipment; twist and reach office equipment; write and use keyboard to communicate through written means; perform simple grasping and fine manipulation; lift or carry weight up to 20 pounds.

- Operate a personal computer utilizing spreadsheet, word processing and database software at an intermediate to advanced level.

- Perform independent research in carrying out technical administrative and technical duties.

- Collect, compile, analyze and present a variety of data in a meaningful way.

- Review budget submissions and revisions for mathematical and accounting accuracy.

- Understand District policies and practices to objectively analyze situations to determine proper course of action.

- Understand and interpret complex policies, procedures, and regulations of outside agencies as necessary to assume assigned technical responsibilities.

- Analyze situations quickly and objectively to determine proper course of action.

- Compose professional quality correspondence; write highly detailed technical and analytical reports.

- Maintain a high level of confidentiality of a wide range of sensitive information.

- Establish and maintain effective working relationships with those contacted in the course of work.

- Communicate clearly and concisely, both orally and in writing.

EXPERIENCE AND TRAINING

Any combination of experience and training that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:

Experience

Five years of responsible administrative support or technical experience preferably in the subject area to which assigned. One year of lead supervisory experience is highly desirable.

Education

- Associate degree from an accredited college with major course work in Public Administration, Business Administration, or a related field based on area of assignment desired or a Bachelor’s Degree from an accredited college with a major in Public Administration, Business Administration, or a related field based on area of assignment.

License and Certificate

- May be required to obtain special certifications, depending on area of assignment.

Supplemental Information

PHYSICAL REQUIREMENTS

Intermittently, walk stand, kneel, climb, and bend in the field; sit while studying or preparing reports and driving in vehicle or operating equipment; perform simple and power grasping, pushing, pulling and fine manipulation; intermittently write or use a keyboard to communicate; and lift or carry weight up to 35 pounds. Additionally, the incumbent in this position works outdoors in all weather conditions, including wet, hot and cold with extreme sun exposure. Some of these requirements may be accommodated for otherwise qualified individuals requiring and requesting such accommodations.

Approved: November 24, 2025