Senior Financial Analyst

JOB SUMMARY: The primary purpose of the Finance Department is the organization of the fiscal and budgetary operations of the agency. The department is responsible for sound
financial planning for the agency and for ensuring compliance with all fiscal policies
at the local, state and federal levels. The Senior Financial Analyst provides analysis
and auditing functions within the finance department. The Senior Financial Analyst
applies principles of accounting to analyze financial information and prepare
financial reports by compiling information and utilizing appropriate accounting
control procedures. This role researches and gathers current financial information to
incorporate efficient and effective reporting tools within the financial accounting
system. The employee is expected to perform independently within established
procedures and regulations and receive general instructions on methods of work.

DESCRIPTION OF ESSENTIAL RESPONSIBILITIES AND DUTIES:

1. Performing financial forecasting and budgeting to support business planning
and decision-making processes.
2. Analyzing financial data and creating financial models for forecasting,
trending, and results analysis.
3. Preparing financial reports and presentations for senior management and
stakeholders.
4. Developing and maintaining financial performance metrics to measure the
effectiveness of business operations.
5. Preparing and presenting accurate monthly summary of expenses and direct
costs with concise action-oriented commentary and analysis.
6. Compiles and analyzes financial information.
7. Assist with special projects as requested.
8. Perform other duties as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES:

Knowledge of accounting principles and practices. Must have a thorough
knowledge of G.S. 159, APSM-75-1 and governmental budgeting and
accounting practices

Knowledge of governmental accounting methods, procedures and financial
practices

Ability to interpret and apply Federal and State fiscal regulations and
generally accepted accounting principles

Ability to analyze and correct financial problems and accounting errors

Ability to prepare interpretive or analytical accounting or financial statements
and reports

Knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook)

DECISION MAKING/CONSEQUENCES OF ERROR: Work must be accurate and precise at all times. All work performed in this position has a significant impact on financial reports.

MINIMUM EDUCATION:
☐ High school
☐ GED
☒ Associate’s degree Major:
☒ Bachelor’s degree Major:
☐ Master’s degree Major:
☐ Other Major:
☐ Vocational/Technical Major:
Preferred Education: (if applicable)
Preferably in Accounting/Finance/Business.
Prefer Master’s Degree in Accounting/Finance/Business.
VI. MINIMUM EXPERIENCE:

Required Experience:
Associate’s degree and four (4) years of experience in
Accounting/Finance/Business or financial analysis related field.
OR
Bachelor’s degree and two (2) years of experience in Accounting/Finance/Business
or financial analysis related field.
OR
Equivalent combination of education/experience.
Preferred Experience: (if applicable)

PROFESSIONAL LICENSE OR CERTIFICATION REQUIRED/PREFERRED:
Required: None Identified.
Preferred: (if applicable)
Prefer CPA Licensure

OTHER POSITION CHARACTERISTICS
Driver License: a valid active driver’s license is required to be maintained for this
position

LOCATION REQUIREMENT: Must reside in North Carolina.

ADA Checklist:
The Physical Activity of this position: (Supervisor shall check all that apply)
☐Climbing. Ascending or descending ladders, stairs, scaffolding, ramps, poles
and the like, using feet and legs and/or hands and arms. Body agility is
emphasized. This factor is important if the amount and kind of climbing required
exceeds that required for ordinary locomotion
☐Stooping. Bending body downward and forward by bending spine at the waist.
This factor is important if it occurs to a considerable degree and requires full
motion of the lower extremities and back muscles
☐ Kneeling. Bending legs at knee to come to a rest on knee or knees
☐ Crouching. Bending the body downward and forward by bending leg and spine
☐ Crawling. Moving about on hands and knees or hands and feet
☐ Reaching. Extending hand(s) and arm(s) in any direction
☐ Standing. Particularly for sustained periods of time
☒ Sitting. Particularly for sustained periods of time
☐ Walking. Moving about on foot to accomplish tasks, particularly for long
distances or moving from one work site to another
☐ Lifting. Raising objects from a lower to a higher position or moving objects
horizontally from position-to-position. This factor is important if it occurs to a
considerable degree and requires substantial use of upper extremities and
back muscles
☒ Typing or otherwise working, primarily with fingers rather than with the whole
hand as in handling.
☒ Talking. Expressing or exchanging ideas by means of the spoken word. Those
activities in which they must convey detailed or important spoken instructions to
other workers accurately, loudly, or quickly
☒ Hearing. Perceiving the nature of sounds at normal speaking levels with or
without correction. Ability to receive detailed information through oral
communication, and to make the fine discriminations in sound.
☒ Traveling. Operating a motor vehicle or traveling by means of transportation for
job-related and/or agency-sponsored events, trainings or other functions.
The Physical Requirements of this position: (Supervisor shall check only one)
☒ Sedentary work. Lifting up to 10 pounds occasionally and/or negligible lifting,
carrying, pushing, pulling or otherwise moving 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
☐ Light work. Lifting up to 20 pounds occasionally, and/or up to 10 pounds
frequently, and/or a negligible amount constantly to move objects. If the use of arm and/or leg controls requires lifting greater than that for sedentary work and
the worker sits most of the time, the job is rated for light work

The Visual Acuity requirement, including color, depth perception, and field vision:
(Supervisor shall check only one)
☒ Requires visual acuity to perform an activity such as: preparing and analyzing
data and figures; transcribing; viewing a computer terminal; and/or extensive
reading
☐ Requires visual acuity to operate motor vehicles
☐ Requires visual acuity to determine the accuracy, neatness, and thoroughness
of the work assigned or to make general observations of facilities or structures
The conditions the worker will be subject to in this position. (Supervisor shall check only
one)
☒ None. The worker is not substantially exposed to adverse environmental
conditions when performing typical office or administrative work on-site
☐ The worker may be subjected to adverse environmental conditions when
traveling or performing job functions off-site
☐ The worker is required to function around individuals with a BH/SU/IDD diagnosis

Please note that this job description should not be construed as an implied employment
contract. It is not all inclusive and does not preclude management from altering duties to meet agency needs. Any questions regarding this job description should be forwarded to your immediate supervisor.