Financial Analyst Supervisor - GS3829 - BUDGET
City of Denton
Job Description
Title: Financial Analyst Supervisor
Position ID: GS3829-162200
Department/Division: Finance
Reports to: Budget Manager
FLSA Designation: Exempt
Safety Sensitive: No
DOT: No
Definition: Responsible for overseeing and managing all financial matters for the following area(s): Capital Projects, Utilities, General Fund and Internal Service Fund departments.
Oversees the compilation and monitoring of the budgets, capital improvement programs and financial charters for each department; manages the development of financial pro formas; performs
rate and impact fee research, development and implementation; prepares financial forecasts; assists with bond sale analyses; tracks budgets and expenditures of departments, compiles
and presents a variety of business reports and documents, presents information to decision makers; and serves as the financial liaison between Finance and the operating departments.
Essential Functions:
Supervises Senior Financial Analysts and Financial Analysts; evaluates the performance of staff; interviews and selects employees for vacancies; coordinates and facilitates employee
training and development; recommends disciplinary actions.
Creates, implements, and reviews standard operating procedures for the Budget and Analysis Team. Ensures analysts are following procedures.
Develops and implements training for City staff for a variety of processes as needed, such as budget training, project request and transfer training, etc.
Suggests and implements ideas for process improvements.
Assists the Budget Manager with developing and implementing the timeline and calendar for the budget process. Maintains regular communication with department directors and managers throughout
the process.
Develops and implements short and long range financial plans.
Oversees and directs the development, coordination, and compilation of operating and capital budgets and associated summaries.
Establishes and maintains a financial charter for each department which clearly outlines expectations for team members and departments. Meets with departments on a regular basis to ensure
objectives are being met. Regularly seeks feedback from departments.
Builds rate revenue and fee forecasts based on historic rate data and future growth projections. Facilitates adoption of rate and fee ordinances.
Presents budget, rates, project status, financial reports, pro formas, etc., as needed to decision makers. Examples include but not limited to: City Management, City Council, Bond Committee
and Public Utilities Board. Prepares agenda information sheets, ordinances, resolutions, etc., as needed.
Works with Public Affairs to engage the public in the budget process throughout the year. May also be asked to present at public meetings.
Prepares, reviews, and compiles a variety of financial reports and narratives for major public facing documents, including Quarterly Financial Reports, the Proposed Budget Book, and
the Annual Program of Services and the Utilities Rate Book.
Understands regulations of the City’s special revenue funds and monitors those funds for valid expenses.
Ensures compliance with State of Texas statutes concerning impact fee revenue expenditures, creates the impact fee expenditure plan, develops revenue projections, and oversees monitoring
and tracking of impact fee revenues and expenditures
Collaborates with staff in Accounting, Treasury, and Grants to ensure proper budgeting and project accounting
Updates the cost of service analyses for utility rates, and recommends changes to the Utilities rate designs
Provides financial advice, reports, and guidance during the fiscal year concerning revenues and expenditures to help managers effectively analyze operational decisions throughout the
year
Oversees the compilation and preparation of various internal and external reports
Maintains regular and punctual on-site attendance
Additional Duties:
Performs other duties as assigned
Minimum Qualifications / Acceptable Equivalency:
Bachelor’s degree in Management Accounting, Business, Finance, or related field
Six (6) years of related work experience in financial analysis, budgeting, rate, costs and revenue analyses including at least two years of managerial experience
OR
Master’s degree in Management Accounting, Business, Finance, or related field
Four (4) years of related work experience in financial analysis, budgeting, rate, costs and revenue analyses including at least two years of managerial experience
OR
Any combination of related education, experience, certifications and licenses that will result in a candidate successfully performing the essential functions of the job
Core Competencies:
Ability to plan, organize, assign, direct, and review the work of assigned staff
Skill in analyzing complex financial data and make recommendations to staff
Ability to plan, organize, research, and forecast for multi-department budgets
Ability to evaluate complex budgets, rate designs, cost of service, and provide advice to Budget Manager, Assistant Directors, Directors, General Manager, and Assistant City Manager
Ability to perform complicated mathematical calculations with large data sets
Ability to prepare budget items, reports, and presentations
Skill in establishing and maintaining effective working relationships throughout the organization
Ability to make discretionary decisions and handle confidential and administrative duties
Ability to attend appropriate training and continuing education classes
Ability to communicate effectively both verbally and in writing
Ability to form and maintain effective relationships with coworkers and customers
Preferences:
Proficient in Microsoft Word, Excel, and Access
Excellent written and verbal communication skills
Previous experience working for Utilities or Capital Projects
Previous experience with JD Edwards financial software
Conditions of Employment:
Must pass a drug test, criminal history background check, and social security number verification check
Physical Requirements:
Overall Strength Demands: The italicized word describes the overall strength demand of the functions performed by the incumbent during a typical workday.
Sedentary – lifting no more than 10 pounds
Light – lifting no more than 20 pounds; carry up to 10 pounds
Medium – lifting no more than 50 pounds, carry up to 25 pounds
Heavy – lifting no more than 100 pounds, carry up to 50 pounds
Very Heavy – lifting more than 100 pounds, carry more than 50 pounds
Physical Demand Codes: The following describes if the incumbent is expected to exert the following physical demands during a typical workday and the overall frequency.
Codes for “how often”:
Y = Yes
N = No
E = extensive (100-70%)
M = moderate (60-30%)
I = infrequent (20-10%)
A = almost never (<10%)
Task: Code:
Standing: I
Sitting: E
Walking: I
Lifting: A
Carrying: A
Pushing/Pulling: A
Overhead Work: A
Fine Dexterity: M
Kneeling: A
Crouching: A
Crawling: A
Bending: A
Twisting: A
Climbing: A
Balancing: A
Vision: E
Hearing: E
Talking: E
Video Display: E
Other:
Machines, Tools, Equipment and Work Aids:
The essential functions of this position require the use of telephone, computer, calculator, and ten-key
Environmental Factors:
The essential functions of this position are performed in an office environment.
This job description is not an employment agreement, contract agreement, or contract. Management has exclusive right to alter this job description at any time without notice.
ADA/EOE/ADEA
Effective Date: 9/23/2020
Revision Date: 8/4/2021