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Rates and Revenue Analyst Lead #2309-224400-03

Budget & Finance Analyst Lead

Date Opened
Monday, September 18, 2023 2:30 PM
Close Date
Sunday, October 08, 2023 11:59 PM
Charlotte Water
  • $71,486.00 - $89,357.00/year - Commensurate with Experience
Employment Type
  • Full Time


Charlotte’s local government, with more than 7,000 employees and a $2.39 billion budget, works hard to ensure that the community will be a winning city for everyone – a truly remarkable place to live, work, learn and play.

Charlotte Water is an enterprise department of the City of Charlotte and one of the largest public water and sewer service providers in the southeast with 300,000 customer accounts and over 1000 employees. Our service area includes the City of Charlotte, Mecklenburg County and the towns of Huntersville, Cornelius, Davidson, Mint Hill, Matthews and Pineville. Charlotte Water’s FY 23 budget is $535M and a five-year capital program of $2.5 billion.  We enjoy the highest credit ratings from all three major credit rating agencies as a result of sound financial planning and management and strong support from our City Council.  We value competent, skilled candidates with a customer service focus to work in a team environment.


The City of Charlotte is the largest municipality in North Carolina and the 15th largest city in the United States, with a total population of more than 897,000 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.


This position performs revenue, accounting and general financial analysis for the department.  


Work involves analyzing fiscal data; providing fiscal information to various levels of management; auditing for compliance; and providing training and guidance on financial processes and policies. This position performs moderate to advanced analytical tasks and supervises a budget and financial analyst.

Major Duties and Responsibilities

Development of department’s annual revenue projections.
Review and calculate the rates and fees of the utility. 
Annually updating and improving a variety of cost allocation plans and performing activity-based costing analysis as necessary. 
Annual financial reporting activities in support of Citywide ACFR development, GASB compliance, SEC filing, and various internally disseminated financial reports. 
Supervises the department’s Capital Assets and Grants Budget and Finance Analyst.
Ensure timely and accurate accounting of department assets (fixed, rolling stock, intangible, donated, etc.) in accordance with prevailing policies and financial systems. 
Identifies opportunities for adjustments and improvements to the Charlotte Water Revenue Manual.
Administers department revenue contracts.
Performs informal, internal audits of financial and related areas.
Collaborating with stakeholders in City departments and within Charlotte Water to solve problems and leverage team resources. 
Process transactions in the financial system as required.
Ensures historical reference by documenting procedures and decisions, maintaining required documentation, and providing documents as necessary.
Represents the interests of the department’s financial areas in various committees.
Provides training in support of financial related activities/processes.
Performs other related job duties as assigned with professionalism and tact.

Knowledge, Skills & Abilities

Knowledge of the principles and practices of governmental accounting and fund accounting systems. 
Knowledge of how to compile, interpret, and investigate statistical compilations and variances.
Knowledge of ERP Systems (Munis, Workday), Microsoft Office products, SharePoint, and Financial/HR Software (Clarity, Concur, Peoplesoft).
Skill with navigating nebulous situations and offering a vision, clarity, and focus.
Skill with handling sensitive personnel matters
Skill with implementing GASB statements.
Skill in communicating in written, one-on-one, small group, and presentation situations.
Skill in the application of prioritization, organization, and coordination abilities to work on multiple projects in a fast-paced environment with tight deadlines.
Skill in using Microsoft Excel.
Skill in interpersonal communication.
Skill in providing customer service.
Ability to bring leadership to interactions with direct report and stakeholders. 
Ability to execute routine job duties with minimal supervision and navigate assignment challenges with critical thinking.  
Ability to establish and maintain effective working relationships.
Ability to facilitate meetings, listen actively, and persuade others to accept recommendations.
Ability to research, obtain, and provide information with accuracy and clarity.

Preferred Qualification

Certified Public Accountant (CPA) or Certified Management Accountant (CMA) preferred.

Minimum Qualifications

Bachelor’s degree in business administration, accounting, public administration, or a closely related field from an accredited school. 
Three (3) years of related professional work experience performing financial functions and demonstrating analytical and quantitative skills preferably in a public sector setting, or two years and a master’s degree in business administration, accounting, public administration, or a closely related field from an accredited school.

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.

The City is an Equal Opportunity Employer, and as such, will consider reasonable accommodations as required by law.

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


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: If you have technical issues submitting your application, click here.

Table displaying apply links.