Financial Planning Forecaster
Financial Planning Forecaster
The salary for this position is $50,900 – $67,800
This position will close on September 27, 2018
General Description and Classification Standards
Provides forecasting for the financial planning activities of the business unit. Participates in preparation of the annual budget, reviews monthly expenditures and ensures that budgetary goals are met.
This is a fully seasoned professional level capable of independently carrying out most assignments typical of the profession.
Supervision Received
Performs work under general supervision with review and advice from manager or a senior level professional.
Essential Duties & Responsibilities
These are typical responsibilities for this position and should not be construed as exclusive or all inclusive. May perform other duties as assigned.
Provides forecasting for the financial planning activities of the business unit. Participates in preparation of the annual budget, reviews monthly expenditures and ensures that budgetary goals are met.
Supports creation and implementation of processes and tools that drive delivery of timely and accurate budget for assigned departments.
Performs special financial planning and/or project analysis.
Analyzes appropriations, expenditures, and encumbrances of departmental capital and operating budgets using appropriate database.
Analyzes and reconciles departmental budgets and contracts to ensure compliance with policies generally accepted accounting principles (GAAP).
Prepares summaries and reports for Budget and Finance as needed.
Monitors department spending patterns in order to manage operational budget and forecast expenditures.
Decision Making
Applies organizational policies. May interpret organizational policies and recommend exceptions.
Leadership Provided
Provides guidance and training as required to lower level analysts.
Knowledge, Skills & Abilities This is a partial listing of necessary knowledge, skills, and abilities required to perform the job successfully. It is not an exhaustive list.
Thorough knowledge of departmental and budgetary policies and procedures.
General financial planning and accounting knowledge. Familiarity with GAAP principals Strong skills in planning, organizational and communication.
Good skills in operating Microsoft Office, accounting software, and databases and interpersonal .
Ability to effectively communicate and interact with elected officials, management, other employees, members of general public as they relate to assigned department.
Ability to assemble information and compile written reports and documents in concise, clear and effective manner.
Critical thinking ability.
Ability to interpret and apply regulations, procedures and related information.
Minimum Qualifications – Education and Experience
Bachelor’s degree in finance or accounting or related field (Equivalent professional experience may be considered for substitution for the required degree on an exception basis)
Minimum of 3 years’ of work experience in budget analysis.
Preferred Education & Experience
Masters degree in accounting, finance or related field (Equivalent professional experience may be considered for substitution for the master’s degree on an exception basis) and 1-2 years’ of financial experience.
Licensures and Certifications
None required
Essential Capabilities and Work Environment
Required physical, lifting, and sensory capabilities are requirements to perform the job successfully. Typical environmental conditions associated with job.
