Financial Analyst

  • 204227

SUMMARY: Under general direction, oversees, reviews and analyzes financial transactions; recommends and implements fiscal policy initiatives; prepares and evaluates a variety of financial statements and financial reports related to the Community Redevelopment Agency (CRA) and capital projects. Conducts special studies, inquires and research, may perform other duties as assigned.

ESSENTIAL FUNCTIONS: (Essential functions, as defined under the Americans with Disabilities Act, may include the following tasks, knowledge skills, and other characteristics. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and tasks performed by incumbents of this class.)

DUTIES AND RESPONSIBILITIES: (which are not in any hierarchical order)
  • Provides information to administration, legislators, other government entities, and the public.
  • Gathers and analyzes data, draws conclusions, and makes recommendations.
  • Writes reports, memoranda, and other correspondence.
  • Researches laws, ordinances, resolutions and other materials.
  • Analyzes and oversees budget appropriations, allocations and expenditures for the CRA.
  • Prepares funds available, project summary, contract and status reports.
  • Maintains documents and records related to the CRA and capital projects.
  • Maintains Debt Database, prepares pro-forma debt service calculations and maintains and files Continuing Disclosure.
  • Knowledge of applicable governmental accounting principles, practices and techniques.
  • Knowledge of city, federal and state laws, statutes, rules, regulations and ordinances related to municipal financial budgeting, management principles and practices.
  • Knowledge of computer hardware, software and peripherals related to accounting and financial management.
  • Skill in utilizing computer data and additional information in the assessment and analysis of financial reports and legal documents.
  • Skill in analyzing problems identifying alternative solutions, projecting consequences of proposed actions and implementing recommendations in support of goals.
  • Skill in planning, organizing, performing and carrying out work assignments independently and objectively.
  • Skill in communicating effectively, both orally and in writing.
  • Ability to work in a team as a team member.
  • Ability to conduct fact-finding research.
  • Ability to establish and maintain effective working relationships with those contacted in the course of the work.
PHYSICAL REQUIREMENTS AND WORK ENVIRONMENT: Work involves sedentary work generally in an office setting. There is frequent need to sit, talk or hear, use hands to finger, handle or feel and perform other similar actions during the course of the workday. The City of West Palm Beach promotes a drug/alcohol free work environment through the use of mandatory pre-employment drug testing.

MINIMUM QUALIFICATIONS: Bachelor’s degree from an accredited college or university with a major in accounting, business, finance, or related field; with five (5) years work related experience dealing with high level management or governing board, internal auditing, management analysis, program planning, and evaluation, or any equivalent combination of training and experience. A valid Florida driver’s license is required.

FLSA Code: E
B/U: None
Last revision date: May 2008