Budget & Finance Specialist
About The Position
This position provides administrative support for major administrative functions and processes for the budget area within the Field Operations Division of Charlotte Water. Work involves researching and analyzing data; preparing documents, and reports; supporting budget, inventory, purchasing, and invoicing processes; maintaining databases; training programs; maintaining related files; and providing customer service. Charlotte Water is an enterprise department of the City of Charlotte and one of the largest public water and sewer service providers in the southeast with over 330,000 customer accounts and over 1100 employees. Its service area includes the City of Charlotte, Mecklenburg County and the towns of Huntersville, Cornelius, Davidson, Mint Hill, Matthews and Pineville. Charlotte Water’s FY 26 budget is $651 million and a five-year capital program of $2.2.28 billion. The department enjoys the highest credit ratings from Moody’s and S&P Global as a result of sound financial planning and management and strong support from its City Council. The organization values competent, skilled candidates with a customer service focus to work in a team environment. The City of Charlotte local government, with more than 9,000 employees and a total budget of $3.65 billion, works to ensure the community is a winning city for everyone.
Requirements
- High school diploma or GED with one year of related experience with public administration involving large field staff and support services or Associate degree or 2-year college degree with related field
- Valid driver’s license
- Knowledge of Workday, Microsoft Office, including Outlook, Excel, Teams and any other software used within assigned area
- Knowledge of word processing, spreadsheet, and database programs
- Knowledge of budget and accounting
- Knowledge of the procurement process
- Knowledge of customer service
- Skill in communicating, both verbally and in writing
- Skill in establishing interpersonal effective working relationships
- Ability to work on multiple tasks within a team atmosphere
- Ability to plan, direct, and oversee the work of others as assigned
Nice To Haves
- Two (2) years of related work experience with public administration involving large field staff and support services
Responsibilities
- Creates requisitions for purchase of goods or services in Workday
- Performs change orders and ensure purchase orders have sufficient balances
- Monitors invoices in Workday and resolves discrepancies daily
- Oversees P-Card program for Field Operations by monitoring reconciliation status, ensuring consistent coding, and acting as a first-level approver
- Works close with Budget & Finance Analyst Sr. and assists with coordination of budget and procurement activities
- Serves as point of contact for Field Operations vendors and troubleshoots vendor invoicing issues
- Provides excellent customer service to internal and external customers
- Supports department inventory activities and participates in bi-annual inventory audits
- Performs special assignments for management; participates in special projects and prepares various Workday reports as requested
- Performs research of information; enters data; extracts data for analysis; and prepares, maintains, and produces lists, tables, and reports as requested
- Provides essential training in Workday; keeps up to date on changes to policies and procedures; disseminates applicable information to employees
- Performs other related job duties as assigned
Benefits
- The City of Charlotte provides a comprehensive benefits package to eligible employees
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What This Job Offers
Career Level
Entry Level
Education Level
Associate degree
