Financial Analyst at Oakland CA Apply
EXAMPLES OF DUTIES Duties may include, but are not limited to, the following:
1. Performs professional-level duties in support of budget development and administration, financial analysis and project control; collect financial or project data; analyzes and verifies data for accuracy; adjusts discrepancies; enters project data into the financial management system (FMS).
2. Prepares analyses related to the District's budgeting and financial control functions including revenue forecasts, program costs, and operational efficiency.
3. Prepares monthly project control reports for assigned projects and programs; recommends programming changes on project control reports meeting District reporting requirements; coordinates reports with appropriate district staff.
4. Reviews vendor invoices; determines the accuracy of charges and funding availability; summarizes and allocates project costs prior to management approval; processes vendor invoices for payment.
5. Prepares monthly expense summary for assigned division or project; reconciles vendor accounts.
6. Assists in the preparation and implementation of the District's annual budget; prepares budget analysis as required; ensures maintenance of expenditure records that conform to the funding agency and District reporting requirements.
7. Writes, edits, and finalizes reports included in the District's budget manuals; participates in the development and presentation of financial reports and analyses.
8. Projects cash flow requirements; maintains budgetary records for funded projects; prepares analyses for multiple funding sources; assists division or project with cost distribution.
9. Assists in financial and management studies to evaluate District system and operating efficiency;
prepares and presents study findings and recommendations; assists with the implementation study recommendations.
10. Provides assistance to budget coordinators in staff, labor and operational analyses.
11. Assists in the implementation of the financial information management system; inputs new and existing project data in the system to provide District-wide project control reporting.
12. Participates in special projects as assigned.
MINIMUM QUALIFICATIONS:
Knowledge of:
- Basic principles of budget, administration and financial control
- Principles and practices of accounting
- Methods of monitoring and reporting budget variances
- Basic financial, statistical and comparative analysis principles, techniques and formulas
- Principles and practices of procurement
- Principles and practices of budget development
- Current office procedures, methods and equipment including computers
- Applicable financial computer software applications
- Principles and practices of financial record keeping and reporting
- Related Federal, State, and local codes, laws, and regulations
Skill/Ability to:
- Perform professional-level duties in budget preparation and administration
- Conduct financial analysis on assigned program or project
- Monitor funding sources for proposed and current projects
- Monitor and report budget variances
- Utilize financial management information systems and applications
- Operate office equipment including computers and supporting word processing and spreadsheet applications
- Review technical documents, proposals, and reports
- Maintain accurate financial records and data
- Perform accurate financial calculations
- Understand and follow oral and written instructions
- Communicate clearly and concisely, both orally and in writing
- Establish and maintain effective working relationships with those contacted in the course of work
TAG=IND-GEN
