This class is responsible for planning diverse and complex fiscal management studies, analyzing data, evaluating options and recommending alternatives in order for an agency to meet goals and objectives.
Nature and Scope
Incumbents in this class function under the direction of the Deputy or Division Director. Incumbents work independently formulating work plans, scope, analyzing data, evaluating options and recommending alternatives for an agency to meet goals and objectives. They may periodically provide verbal or written status reports of projects/studies. Incumbents provide financial advisory services to top management personnel in highly complex and varied areas such as policies, budgets, investments, cash flow forecasting, revenue recovery/collection and programs. In addition, an error in judgment could result in the loss of revenue, funding or services.
Essential Functions
Essential functions are fundamental, core functions common to all positions in the class series and are not intended to be an exhaustive list of all job duties for any one position in the class. Since class specifications are descriptive and not restrictive, incumbents can complete job duties of similar kind not specifically listed here.
Develops, recommends and implements policies and procedures relative to financial matters.
Prepares or participates in the preparation and maintenance of an operating budget for an agency.
Monitors and analyzes program expenditures for compliance with federal regulations and contractual agreements and projecting budget requests and federal reimbursements.
Develops revenue recovery/collection mechanisms.
Plans and conducts diverse and complex management studies to provide financial advisory services.
Participates in the financial review of requests for proposals by making recommendations; may prepare requests for proposals.
Interfaces with agency officials, federal government representatives, fiscal and budget personnel, program representatives and employees in order to compile and analyze data and recommend improvements or solutions.
Analyzes pertinent legislation and state/federal regulation to anticipate the effect on the agency's operations.
May plan, assign, review and evaluate the work of subordinate personnel.
Knowledge, Skills and Abilities
The intent of the listed knowledge, skills and abilities is to give a general indication of the core requirements for all positions in the class series; therefore, the KSA’s listed are not exhaustive or necessarily inclusive of the requirements of every position in the class.
Knowledge of the principles, practices and theory of organization and management.
Knowledge of the methods and techniques used in financial management systems analysis.
Knowledge of the methods and techniques used to compile, analyze and interpret financial data.
Knowledge of statistics and evaluation design.
Knowledge of the principles of budget analysis and administration.
Skill in the use of interviewing, observing and reporting techniques as analytical tools.
Ability to comprehend, interpret and apply the applicable laws, rules and regulations governing a program, division or department.
Ability to analyze, recommend and implement policies and procedures relative to financial matters.
Ability to present ideas and solutions clearly, concisely and effectively in oral and written form.
Ability to plan, assign, review and evaluate the work of subordinate personnel.
Ability to establish and maintain an effective working relationship with agency officials, federal government representatives, fiscal and budget personnel, program representatives, employees and subordinates.
Job Requirements
JOB REQUIREMENTS for Fiscal Management Analyst Applicants must have education, training and/or experience demonstrating competence in each of the following areas:
Possession of a Bachelors degree or higher in Accounting, Business Administration, Economics, Finance, Business Management, Computer Information Systems or related field.
Six months experience in financial administration such as comprehensive analysis of programs, budgets, projects, services, alternatives, and costs; financial planning, revenue generation, revenue forecasting, expenditure forecasting, cash flow management and establishing internal control.
Three years experience in planning, designing, developing, implementing and evaluating fiscal management studies.
Six months experience in budget development which includes analyzing financial data and making long and short range plans and projections.
Three years experience in interpreting laws, rules, regulations, standards, policies, and procedures.
Six months experience in narrative report writing.