Financial Services Analyst, Senior

Town of Queen Creek•Municipal Services Building, AZ

1d•Onsite

About The Position

This position provides technical and professional-level support to the Revenue Division within the Finance Department. The successful candidate will have a working title of Revenue Analyst, Senior. This role involves forecasting citywide sales tax revenue using various economic models and methods, conducting transaction privilege tax (TPT) analytics and research, monitoring revenue results, and reporting on outcomes. The position requires using financial models and databases to research and prepare recommendations, conducting independent research projects related to citywide initiatives and other revenue-based analyses, and researching statutes and other guiding principles to enhance forecasting methods. Additionally, this position entails attending training, conferences, and seminars to ensure the Town employs best practices and the most current financial philosophies related to revenue. The advertised salary range provided covers the entire compensation spectrum for the position classification. The anticipated hiring range for this role is between $87,444.00 to $107,118.89 annually. It's essential to note that the actual salary offered will be determined based on several factors, including skills, qualifications, experience, education, licenses, training, and internal equity considerations. Positions assigned to this class are responsible for performing difficult to complex budget, financial and accounting duties. This is a fully qualified and experienced level professional classification in the financial services job family. Incumbents perform the full range of duties that demonstrates knowledge of expected functional requirements or performance specifications within financial services. Work involves the application of sound principles and best practices associated with planning and problem solving. Works independently and performs varied assignments requiring broad knowledge in accounting/finance. Analyzes complex issues and makes recommendations to management.

Requirements

Bachelor’s Degree from an accredited college or university in Finance, Accounting, Business Administration, or a related field and 4 years of journey-level, related experience; or an equivalent combination of directly related education and experience.
Public sector accounting, budgeting, and finance principles and practices
Fiscal analysis and research principles and practices
Municipal budgeting principles and practices
Financial statement preparation methodologies and techniques
Customer service principles
Municipal accounting procedures, including general ledger, budget, capital assets, and long-term debt
Statistical analysis principles and practices
Research techniques
Forecasting and economic trending methods and techniques
Economic impact study principles, practices and techniques
Applicable Federal, state and local laws, codes, ordinances, rules and regulations
Standard office equipment including the computer and programs relevant to the performance of applicable duties and responsibilities
Researching a variety of fiscal and/or budget information
Developing financial data into useful reports and presentations
Forecasting and recognizing, following and analyzing trends
Tabulating, recording, and balancing transactions
Preparing financial statements and reports
Performing complex accounting calculations
Managing projects
Contributing to or leading part of a multi-functional team
Working independently
Analyzing, synthesizing and drawing conclusions from complex data
Using computers and related software applications
Arranging information into concise and logical reports
Giving presentations
Providing customer service
Operating standard office equipment
Preparing economic trends and forecasts
Conducing economic impact studies
Interpreting and applying applicable Federal, state and local laws, codes, ordinances, rules and regulations
Communication and interpersonal skills as applied to interaction with coworkers, supervisor, the general public, and other interested parties sufficient to exchange or convey information and to receive work direction.

Nice To Haves

Master’s degree preferred.

Responsibilities

Collects, compiles and reviews applicable financial or budget information for accuracy, completeness and compliance with pre-determined targets, goals and policies, updates organizational charts, goals, and/or performance measures; prepares formal financial or budget documents, revenue and expense projections, and other specialized financial reports and analysis; prepares monthly and annual closing of financials and corresponding budget reports.
Participates in the planning, implementation and evaluation of the assigned fiscal processes and develops strategies and alternatives that focus on continuous improvement, innovation and change.
Prepares a variety of financial and/or budget analyses; recommends policy changes or actions based on analyses.
Develops and updates financial or budget forecasting models; prepares multi-year financial or budget forecasts.
Designs and conducts training seminars for staff, external attendees (Citizen Leadership, etc.) related to finance, accounting, budgeting, performance measures, and/or capital project management.
Analyzes and prepares economic impacts of development, annexations and land use proposals; develops financial models used to forecast economic trends.
Develops multi-year financing plans for capital improvements and infrastructure projects.
Analyzes tax, rate and fee structures and recommends changes where appropriate.
Presents financial analyses to applicable stakeholder groups; presents policy analysis or other financial feasibility studies to senior management.
Assists internal departments in developing and evaluating performance measures and benchmarks.
Creates and maintains a variety of financial and/or budget reports.
Performs related work as assigned.