Financial Manager

Harris County•Houston, TX

3d•Hybrid

About The Position

The Financial Manager coordinates and monitors various financial activities and procedures to effectively manage budgets, programs, and services for Harris County Universal Services (HCUS). This role leads the full lifecycle of the Capital Improvement Program (CIP) submission process, ensuring accurate forecasting, cross-departmental collaboration, and timely delivery of all required documentation. The Financial Manager develops advanced reporting tools, dashboards, and financial models; prepares monthly and ad hoc financial reports; and delivers department-wide budget training to strengthen financial literacy and compliance. The position also supervises and develops the Financial Analyst, ensuring consistent, high-quality financial analysis and support across the department.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field.
Minimum 5 years of progressively responsible financial analysis experience.
Minimum 2 years of supervisory or team lead experience.
Demonstrated experience with Power BI, QuickBase, advanced Excel (pivot tables, modeling), data manipulation, and report writing.
Excellent interpersonal, written, and verbal communication skills.
Ability to collaborate effectively with staff at all levels and across multiple divisions.
Advanced proficiency in Microsoft Excel, including pivot tables, data modeling, complex formulas, and large dataset manipulation.
Strong analytical skills with the ability to interpret and present complex financial data clearly.
Detail oriented with a high level of accuracy and commitment to data integrity.
Ability to work independently and collaboratively in a fast paced, deadline driven environment.
Ability to develop financial tools, templates, and automated reporting solutions.

Nice To Haves

Strong experience with Power BI, including DAX, data modeling, and interactive dashboard development.
Experience with Quickbase or similar workflow/low code platforms for financial processes or reporting.
Experience with financial planning or ERP systems (e.g., Oracle PeopleSoft).
Experience working with government agencies and governing bodies.
In-depth knowledge of public sector finance, including Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board (GASB) standards.

Responsibilities

Lead CIP Program Planning & Submission: Direct the end-to-end CIP submission process, including annual planning, forecasting, documentation review, and coordination with Directors and Project Managers. Ensure accuracy, completeness, and alignment with departmental priorities, funding strategies, and long-range capital planning. Serve as the primary point of contact for CIP requirements, deadlines, templates, and process improvements.
Financial Forecasting & Fund Monitoring: Monitor all HCUS expenditure and revenue funds, developing financial forecasts, trend analyses, and long-range models. Provide actionable insights to senior leadership to support strategic decision making.
Budget Process Leadership & Department Training: Lead department-wide budget training, including annual budget kickoff, CIP training modules, and targeted workshops. Develop training materials, guides, templates, and dashboards to support consistent financial practices across HCUS.
Advanced Reporting, Tools & Data Visualization: Design and maintain financial tools, dashboards, and automated reporting solutions using Power BI, QuickBase, and advanced Excel functionality (pivot tables, data modeling, complex formulas). Identify and implement process enhancements to improve efficiency, accuracy, and transparency in financial reporting.
Monthly & Ad Hoc Reporting: Prepare monthly financial reports for Directors, including key metrics, CIP progress, financial outcomes, and variance analysis. Complete ad hoc reporting requests from senior and executive leadership.
Pre-Purchasing Application (PPA) Review & Approval: Oversee budgetary review and approval of requests submitted through the PPA system.
Supervision & Staff Development: Manage and direct daily activities of the Financial Analyst, including recruitment, training, coaching, and performance evaluation. Provide mentorship in forecasting, modeling, CIP preparation, and financial systems.
Budget Director Support: Serve as backup to the Budget Director for budget transfers, fund structure maintenance, budget entry, and annual budget development.