SENIOR FINANCIAL ANALYST

Located on the western shore of Lake Michigan, Milwaukee is an urban hub bursting with energy. Milwaukee provides a casual sophistication – big city appeal without the big city hassles. We are accessible and affordable, and our residents are welcoming. Milwaukee has evolved through the years, bringing together its unsurpassed old world charm with a breathtaking Art Museum, top-flight arts and cultural attractions, professional sports, lakefront festivals, recreational opportunities, and great restaurants.    

The City of Milwaukee is proud to employ a diverse workforce that is committed to providing exemplary service to the City’s residents. If you have a passion for being a part of an inclusive team of public servants, please consider the following opportunity.

Under the direction of the Revenue and Financial Services Manager, the Senior Financial Analyst evaluates complex financial data and makes recommendations to aid in fiscal decision-making and policy development

Research, Analysis and Recommendations

• Assist in structuring, issuing, monitoring, and budgeting of bonds and debt service.
• Conduct research, financial analysis and make recommendations related to tax incremental financing, including feasibility analysis of project plans and amendments, Tax Incremental District (TID) debt monitoring and  document review;  provide council members with requested information in order to make informed decisions.
• Conduct analyses of revenue budget estimates contained in the annual City Budget and monitor revenue thorough the year.
• Develop necessary analytical and statistical methodologies, reports and recommendations. 
• Perform research and provide assistance in developing and monitoring public debt related contracts, requests for proposals (RFPs) and bids.
• Provide analytical assistance regarding proposed legislation and evaluate financial issues.

Fiscal Analysis, Reports, and Oversight  

• Gather, extract, and analyze information from a variety of sources in order to provide detailed fiscal analyses and reports, including narrative, financial, and statistical; present files to Common Council Committees.
• Provide professional staff support to management to monitor and complete the timely filing of disclosure documents related to the City’s bond issuance; provide timely data updates to the City’s bond management software.    

We welcome qualified individuals with disabilities who are interested in employment and will make reasonable accommodations during the hiring process in accordance with the Americans with Disabilities Act (ADA) of 1990, as amended by the Americans with Disabilities Act Amendments Act (ADAAA) of 2008.

• Individuals who complete an application for general City employment on or after September 1, 2021 and are subsequently appointed to a position must provide proof of being vaccinated against COVID-19 (i.e., received both doses of the Moderna or Pfizer or one dose of the Johnson & Johnson vaccine) or have an approved religious or medical accommodation within ten business days of their employment start date.
• Travel within the City of Milwaukee.

1. Bachelor’s degree in economics, business administration, finance, accounting or a closely related field from an accredited college or university.
2. Four years of progressively responsible experience involving substantial analysis, interpretation and reporting of financial data closely related to the essential functions listed above.  

Equivalent combinations of education, training and experience may also be considered.

IMPORTANT NOTE: College transcripts are required and must be received by the application period closing date. Transcripts should be attached to your online application. Applications without transcripts attached will be considered incomplete and will be rejected. Student/unofficial copies are acceptable; however, your transcript must be legible and include your college/university name, your name, the degree completed (if applicable) and the date completed.

• Governmental budget and/or financial administration experience.

Technical  

• Knowledge of the principles and practices of financial analysis. 
• Knowledge of the principles and practices of statistical analysis. 
• Knowledge of the principles and practices of governmental accounting.
• Ability to quickly attain knowledge of the City’s process and procedures related to budget preparation and administration.
• Knowledge of revenue/expense forecasting principles and techniques. 
• Knowledge of financial research and data collection, including accounting and financial record keeping.
• Ability to analyze and make recommendations concerning the financial impact of bond programs and operations. 
• Ability to conduct in-depth research, develop necessary analytic and statistical methodologies and prepare statistical reports and recommendations. 
• Knowledge of mathematics and the ability to make accurate calculations relative to various functions, including revenue accounts, budgets, tax incremental districts, and financial reports.
• Proficiency using standard computer software and programs such as word processing, spreadsheet, and financial software systems and databases.
• Ability to use, manage and query data within various software programs such as PeopleSoft Financials, Excel, Access, and the internet.

Communication and Interpersonal  

• Customer service skills, including the ability to provide excellent service to coworkers, employees, officials, and the public.
• Effective verbal communication skills to be able to convey information clearly, including presenting financial data to policy makers. 
• Ability to read and understand documents such as budgets, policies, and other technical publications.
• Effective written communication skills, including the ability to draft reports, business correspondence, and email.
• Ability to produce financial materials so individuals at all levels of the organization can understand them.
• Ability to practice active listening by giving full attention to what other people are saying, taking time to understand the points made, and asking questions.
• Ability to work cooperatively and fairly with people whose backgrounds may differ from ones’ own.
• Ability to work in a team environment.
• Ability to interact with the policy makers and administrators with tact and diplomacy.  

Judgment and Responsibility  

• Ability to think critically and analytically.
• Ability to handle confidential information with discretion and good judgment.
• Ability to plan, organize, initiate, prioritize and complete work to achieve objectives in a timely manner, within deadlines and with limited supervision.
• Ability to perform under pressure, to manage multiple priorities and to work within tight time constraints.
• Ability to maintain composure during stressful situations.
• Ability to effectively analyze and resolve issues and as well as to exercise sound judgment.
• Ability to use logic and reasoning to identify problems and make sound decisions, including situations where only limited information is available.
• Ability to apply ethics and exercise the importance of independence.
• Honesty, integrity, and the ability to maintain confidentiality.

THE CURRENT SALARY RANGE (Pay Range 2JX) is $62,338-$87,270 annually, and the incentive salary range for City of Milwaukee residents is $64,209-$89,889 annually. Appointment above the minimum is possible based upon level of experience and other qualifications and is subject to approval.     

BENEFITS:  

The City of Milwaukee provides a comprehensive benefit program that includes the following:  

• Defined Benefit Pension Plan
• 457 Deferred Compensation Plan
• Health and Dental Insurance
• Comprehensive Wellness Program
• Onsite Clinic Services
• Onsite Employee Assistance Program
• Alternative Work Schedules
• Long Term Disability Insurance
• Group Life Insurance
• Tuition Benefits
• Paid Vacation
• 11 Paid Holidays
• Paid Sick Leave and other paid leaves
• Flexible Spending Arrangement
• Commuter Value Pass   

For full details of the benefits offered by the City of Milwaukee, please visit: https://city.milwaukee.gov/DER/benefits

THE SELECTION PROCESS will be job related and will consist of one or more of the following: education and experience evaluation; written, oral, or performance tests, or other assessment methods. The Department of Employee Relations and the Comptroller’s Office reserve the right to call only the most qualified candidates to oral and performance examinations. Oral examinations may include written exercises. Selection process component weights will be determined by further analysis of the job.

INITIAL FILING DATE: The examination will be held as soon as practical after Wednesday, October 20, 2021 EXTENDED: Thursday, October 28, 2021. Receipt of applications may be discontinued at any time after this date without prior notice. However, recruitment may continue until the needs of the City have been met. Qualified applicants will be notified of the date, time, and place of the examination. Unless otherwise required by law, the City of Milwaukee will not provide alternative test administration. The applicant is responsible for attending all phases of the job selection process at the time and place designated by the City of Milwaukee.

• Applications and further information can be accessed by visiting https://www.jobapscloud.com/MIL/
• Applications and transcripts should be submitted no later than the deadline listed above.
• If you would like assistance completing an application, please contact the Department of Employee Relations at (414) 286-3751 or staffinginfo@milwaukee.gov. 
• The Department of Employee Relations is located at City Hall, 200 E. Wells St, Room 706, Milwaukee, WI 53202.

EEO 102

The City of Milwaukee values and encourages diversity and is an equal opportunity employer.