Budget & Finance Analyst Lead #2401-224400-01

Date Opened

Thursday, January 25, 2024 12:00 PM

Close Date

Thursday, February 15, 2024 11:59 PM

Section

Charlotte Water

Salary

$80,422.00 - $89,357.00/year - Commensurate with experience

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Introduction

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.

Overview

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.

Function

This position performs a lead role and handles budgetary, accounting and general financial analysis for assigned area.

Summary

Work involves performing related business, financial, budgetary, and revenue/cost accounting; analyzing fiscal data for area of concern; providing fiscal information to various levels of management; auditing for compliance; and providing training and guidance on financial processes and policies. This position performs complex analytical tasks and leads the work of others.

Major Duties and Responsibilities

• Operates in a lead capacity on a team of Budget and Finance Analysts focused on development, oversight, and support of the operating budget for the department.

• Offers instruction and helps coordinate the efforts of the team.

• Assists with budget development, assists the operating budget and year-beginning and year-end processes; provides responses to audits and industry surveys; and develops ad hoc reports when requested.

• Process transactions in the budget/financial system as required.

• Monitors financial transactions and performs fiscal analysis.

• Performs financial review of pay applications construction work-in-progress

• Serves as a Procurement Card Program Manager for the department, reviews departmental transactions, and ensures accuracy before submittal.

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• Prepares clear and concise administrative and financial reports as scheduled and as needed.

• Monitors reimbursable agreement contracts; prepares documentation for release of proportional cost funds.

• Coordinates with department divisions, City Finance, and other departments to improve processes and resolve problems; identifies, recommends, and implements changes to strengthen and improve administrative procedures.

• Ensures historical reference by documenting procedures and decisions, maintaining required documentation, and providing documents as necessary.

• Performs informal, internal audits of financial and related areas.

• Serves as an Enterprise Resource Planning (ERP) Security Liaison; coordinates and submits changes to the ERP system.

• Provides training and guidance of financial related activities/processes.

• Performs other related job duties 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 financial and budgetary systems, Microsoft Office products and SharePoint.

• 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 analyze financial transaction systems to identify internal controls and problems as well as offer potential solutions.

• Ability to work on multiple projects in a fast-paced environment with tight deadlines.

• 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.

• Ability to apply personal leadership skills to guide teammates in processes, procedures, and best practices of budget and finance work

Preferred Qualification

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

• Master’s degree in business administration, accounting, public administration, or a closely related field preferred.

Minimum Qualifications

• High School Graduate or Equivalent

• Seven (7) years of related professional work experience performing financial functions and demonstrating analytical and quantitative skills preferably in a public sector setting.

• Associate degree in business administration, accounting, public administration, or a closely related field from an accredited school

• Five (5) years of related professional work experience performing financial functions and demonstrating analytical and quantitative skills preferably in a public sector setting.

• 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.

• Master’s degree in business administration, accounting, public administration, or a closely related field from an accredited school

• One (1) years of related professional work experience performing financial functions and demonstrating analytical and quantitative skills preferably in a public sector setting.

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 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.

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In Conclusion

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