Click here to skip to main content.
scenic picture from Washington state
Research Tools › Sample Documents › Job Descriptions › Senior Financial Analyst
 
Bellevue, WA - Senior Financial Analyst

Sample Only

City of Bellevue: Senior Financial Analyst

JOB TITLE:

Senior Financial Analyst

JOB FAMILY:

Fiscal Mgmt/Accounting

JOB TITLE CODE:

BNG 208

EEO CODE:

Professional

DEPARTMENT(S):

Multiple

WAGE SCHEDULE:

G

FLSA STATUS:

Exempt

EFFECTIVE DATE:

January 1, 2001

Job Family Overview: This is a "generic" job family, encompassing positions that are engaged in performing professional financial analysis in support of the finance/accounting function(s) throughout the City. Positions allocated to this job family may be assigned to different departments, but the nature and scope of the work, analytical methods applied and general knowledge requirements will be comparable.

In general, work involves the examination of accounting and financial information to provide advice and recommendation on findings. Much of the work is executed using modeling techniques that display financial information in a variety of ways. Job duties range from examining existing accounting operations to multi-faceted financial data.

Differences relate principally to the requirement for greater depth and breadth of knowledge and analysis applied to examining more complex financial activities and in the degree of independent judgment/action allowed in independently formulating conclusions. At the highest level, responsibilities associated with the financial advice are introduced, resulting in less emphasis on internal operations. More experienced incumbents classified in the higher level of the job family are expected to share their skills and knowledge with less experienced team members, serving as a resource for direction, training, and guidance.

JOB SUMMARY

This is the expert level of the job family, requiring the most complex financial analysis work. The incumbent will evaluate multifaceted financial information, prepare reports indicating trends, provide recommendations to management and respond to inquiries for professional counsel related to financial information. Work is performed under broad supervision, with regular opportunity to apply independent judgment, decision-making and recommendation for action. In terms of customer service, potentially sensitive interactions are generally handled at this level. This level is more focused on the analysis of financial information and not on daily operations. The incumbent may be asked to lead in the development and implementation of new/revised accounting procedures, and in coordinating/executing accounting-related special projects that often require an expert knowledge of the linkages between systems/operations/processes. An incumbent may provide supervision with respect to lower-level accounting support staff.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Performs duties and responsibilities commensurate with assigned functional area which may include any combination of the following tasks:

Conduct accounting-based research and analysis to provide definitive financial data and advice for use in administering specific fiscal programs and processes.

Formulate new internal processes and analytical reports to improve information resources.

Evaluate changes affecting accounting procedures.

Prepare special accounting reports as needed.

Gather data from departments; update periodic reports; analyze statistical data to identify and correct errors and to evaluate general content.

Perform review analyses, including accumulation of data, financial modeling, reporting and monitoring of responses.

Ensures compliance with established procedures, requirements, laws and regulations; completeness of data and adequacy of documentation.

SUPERVISION RECEIVED AND EXERCISED

While end results of this position's work may be reviewed, there are significant work activities that do not require review. The incumbent is accountable for the integrity of the analysis performed and operates under general supervision relative the accomplishment of objectives. May provide supervision to others as the job requires.

EDUCATION AND EXPERIENCE REQUIRMENTS

Graduation from a 4-year college or university with a degree in Finance, Accounting, Business or Public Administration.

Five years of professional related experience in budgeting, finance, investments, financial policy analysis or related field, preferably in the public sector.

Or, any equivalent combination of education and experience.

KNOWLEDGE, SKILLS, AND ABILITIES REQUIREMENTS

Key Contacts/Communications: Exchanges information with internal and external customers. Requires positive customer relations skills, business acumen, and customer relations attitude.

Knowledge Requirements

  • Knowledge of financial analyses and examination procedures for regulated entities; of financial and industry terminology and practices; organizational structures, business operating procedures and management control.
  • Modeling tools and procedures for examining financial data and providing credible recommendations relative to that data.
  • Internal practices and guidelines as they relate to unique accounting procedures.
  • Internal practices relating to employee training/supervision and work flow.
  • Concepts relating to the development of operational controls and standards.
  • Methodologies and techniques employed in effective business writing as applied to the maintenance of functional operations manuals.
  • Generally Accepted Accounting Principles and methods of accounting analysis.

Ability to:

  • Perform numerical analyses,
  • Interpret statutes,
  • Analyze, evaluate and summarize financial and management records for accuracy and conformance to procedures, rules and regulations,
  • Draft clear and concise reports and correspondence regarding findings.
  • Apply effective written and oral communication skills to explain, clarify, analyze and resolve sensitive and/or complex accounting support issues.
  • Monitor and oversee daily operations and work flow of assigned accounting function.
  • Provide effective training and guidance to less experienced employees and monitor employee performance as assigned.

PHYSICAL DEMANDS

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work involves walking, talking, hearing, using hands to handle, feel or operate objects, tools, or controls and reach with hands and arms. Vision abilities required by this job include close vision and the ability to adjust focus.

The employee may be required to push, pull, lift, and/or carry up to 10 pounds.

The noise level in the work environment is usually moderately quiet.