Financial Analyst I

This is the entry-level into the professional accounting/ finance series.

Incumbents perform routine professional level work in support of an accounting or finance function.

TYPICAL CLASS ESSENTIAL DUTIES:

(These duties are a representative sample; position assignments may vary.)

• Reconciles a variety of financial records and information; maintains appropriate back-up documentation.
• Prepares, reviews, and submits a variety of reports, reconciliations, work papers, communications, schedules, tables, and/or statements to and from internal departments, financial institutions, and external agencies.
• Coordinates and participates in special projects related to financial activities.
• Researches, interprets, updates, and maintains a variety of records, databases, and/or logs.
• Analyzes and monitors compliance with financial, reporting, and legal requirements.
• Audits, compiles, calculates, and analyzes a variety of financial data.
• Prepares a variety of reports related to activities in assigned area of responsibility.
• Performs other duties of a similar nature or level.

POSITION SPECIFIC RESPONSIBILITIES MIGHT INCLUDE:

Positions assigned to Accounting may be responsible for:

• Administering County physical inventory accounting;
• Analyzing, reconciling, and maintaining fixed assets records;
• Maintaining general and subsidiary ledgers;
• Developing, revising, and monitoring grant budgets;
• Administering grant activities;
• Analyzing compliance with contractual agreements;
• Conducting site monitoring of major contractors;
• Assisting in the preparation of the Comprehensive Annual Financial Report.

Training and Experience

(positions in this class require):

• Bachelor’s Degree in Accounting, Finance, Business Administration, or a closely related field;
• One year of related accounting or other related financial experience;
• or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above.

Licensing Requirements

(positions in this class require):

• None Required.

Knowledge

(position requirements at entry):

• Budgetary principles;
• Applicable laws, rules, and regulations;
• Governmental accounting procedures;
• Financial control practices and procedures;
• Generally Accepted Accounting Principles.

Skills

(position requirements at entry):

• Skill in:
• Operating computers and applicable software;
• Performing mathematical calculations;
• Maintaining records;
• Operating standard office equipment;
• Applying laws, rules, and regulations;
• Researching financial discrepancies;
• Preparing reports;
• Applying accounting procedures and principles;
• Analyzing financial information;
• Recording, analyzing, verifying, reconciling, and reporting financial transactions;
• Communication, interpersonal skills as applied to interaction with coworkers, supervisor, the general public, etc. sufficient to exchange or convey information and to receive work direction.

Physical Requirements:

• Positions in this class require:

• fingering, grasping, talking, hearing, seeing and repetitive motions.

• Sedentary Work: Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.