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Management Analyst #2202-202700-03

Financial Projects Manager/Financial Projects Analyst

Date Opened
Monday, August 15, 2022 12:00 AM
Close Date
Monday, November 07, 2022 5:00 PM
Section
Charlotte Area Transit
Salary
  • $62,952 - $70,820 Commensurate with experience
Employment Type
  • Full Time

Overview

The City of Charlotte is the largest municipality in North Carolina and the 17th largest city in the United States, with a total population of more than 872,498 citizens. A major commerce center, Charlotte hosts several of the nation’s largest banks and technology companies.

Also known as the Queen City, Charlotte is home to the Carolina Panthers, the Charlotte Hornets and the NASCAR Hall of Fame. We work hard to ensure that the community will be a winning city for everyone – a truly remarkable place to live, work, learn and play. Join us in helping to keep our City thriving, ensuring upward mobility and advancement in the workplace.

Summary

Under general supervision, in accordance with Generally Accepted Accounting Principles, the management analyst is responsible for completing financial analyses involving research and coordination of strategies and projections related to accounting activities within accounts payable and receivables, inventory purchases and issues, and financial review of contracts; project cash flow analysis and projections; coordination on financial project issues with project managers, financial and project consultants across City departments; and assistance with specialized transit financial projects, budgets and other programs in coordination with CATS financial managers.

Major Duties and Responsibilities

  • Perform financial analyses to be used by CATS’ management to review revenue and expenditure trends and various project statuses.  Conduct quantitative analyses of information affecting financial impact of operational activities.
  • Analyze operational areas related to inventory controls, repairs and maintenance and other areas with major cost factors.
  • Coordinate with CATS divisions and other City departments to obtain information for inclusion in completion of various financial analyses.
  • Prepare monthly and ad hoc project/program reports focusing on key revenue and cost activities.
  • Analyze and monitor vendor contracts, revenue service agreements, and memoranda of understandings for payment and receivable terms.  Ensure that payments and receivables follow contract terms. Provide support to Accounts Payable and Receivable teams to ensure appropriate processing.
  • Provide monthly and year-end validation of Bus Operations and Light Rail parts inventories.  Monitor pricing of parts to ensure compliance with contract terms.  Provide analysis of warehouse parts valuations over time for management review.
  • Assist with the annual year-end closing process and new period opening for invoices, contracts, purchase orders and other financial transactions.
  • Review transactions for financial accuracy, grant eligibility and route in e-builder.
  • Communicates effectively with Project Managers and City Accounts Payable, addressing any questions or concerns to ensure that capital invoices are processed timely.
  • Reviews Audit Confirmation Requests from auditors as needed for vendors.
  • Other administrative duties as assigned.

Knowledge, Skills & Abilities

  • Strong critical thinking and strategic analytical skills.
  • Ability to establish and maintain effective working relationships with all levels of staff, customers, and business partners.
  • Working knowledge of Generally Accepted Accounting Principles (GAAP) and government accounting and financial regulations.
  • High level of sustained accuracy and compliance with written procedures and verbal instructions.
  • Strong organizational skills to manage numerous routing activities with attention to details.        
  • Proficiency in Microsoft Office tools particularly Word and Excel.
  • Ability to quickly master City ERP and CATS financial software and provide training support as necessary to project managers and other CATS staff.
  • Ability to work flexible schedules and hours in completion of routine work and special assignments.
  • Ability to complete work assignments with minimum supervision.
  • Ability to communicate effectively both, written and verbal.

Minimum Qualifications

Requires a 4-year degree in accounting, business administration, public administration or related field and/or a minimum of five (5) years’ experience in various facets of accounts payable and financial management.  Ability to research and analysis account transaction data for statistical reporting.  Demonstrated proficiency in creating and manipulating spreadsheets, databases and reporting systems.  Must be able to pass a pre-employment drug screen, criminal background check, a DMV report and be eligible for a City driving permit.

Conditions of Employment

The City’s Background Check Policy requires background checks to be conducted on final internal or external candidate(s) applying for any position with the City of Charlotte. The type of information that will be collected as part of a background check includes, but is not limited to: reference checks, social security verification, education verification, criminal conviction record check, and, if applicable, a credit history check, sex offender registry and motor vehicle records check.

Background checks must be in compliance with all federal and state statutes, such as the Fair Credit Reporting Act (FCRA). The checks must be consistent with the guidelines set forth by these laws requiring organizations to obtain a candidate’s written authorization before obtaining a criminal background report, motor vehicle records check or credit report; and to properly store and dispose of information derived from such reports.

Final candidates must pass a pre-employment drug-screening test and physical examination. During the selection process, candidates may be asked to take a skills test, and/or participate in other assessments.

Effective October 1, 2021 the City of Charlotte and Charlotte Area Transit System requires proof of COVID-19 vaccination as a condition of employment. We are an Equal Opportunity Employer, and as such, will consider reasonable accommodations as required by law.

The City of Charlotte is an Equal Opportunity Employer.

How To Apply

Apply online.

Federal law requires employers to provide reasonable accommodations to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job.

You are welcome to visit the City of Charlotte Human Resources Department lobby where we have workstations available. Our office is located at 700 East 4th Street, Suite 200, Charlotte, NC 28202. Our hours are Monday through Friday, 8 a.m. to 5 p.m. (EST), excluding official City holidays.

Anyone seeking an accommodation to apply for a job may call (704) 336-2285 for assistance or you may email questions to CityHrJobPostingsNotify@ci.charlotte.nc.us.

Benefits

The City of Charlotte provides a comprehensive benefits package to all employees.

Click here to learn more about the City of Charlotte’s benefits.

The City of Charlotte is a drug and alcohol-free workplace.

In Conclusion

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