JOB SUMMARY

Working under moderate supervision, conducts and documents moderate to complex financial analysis, financial reporting and ad hoc finance projects. Aids organization with financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control, and project control. Leads special projects and other assigned initiatives.


ESSENTIAL DUTIES AND RESPONSIBILITIES

Evaluates and analyzes a variety of financial results and indicators such as capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc. requiring advanced expertise.

Compiles budgetary and fiscal data received from assigned departments to prepare revenue balance statements and historical comparisons of departmental expenditures with requested appropriations.

Completes complex analysis of records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses.

Conducts special studies as assigned to support senior management. Develops presentations of findings and results.

Advises management on matters, such as effective use of resources and assumptions underlying budget forecasts. Interprets budgets to management.

Prepares reports analyzing specific aspects of department structures, functions and operational procedures and recommends ways to improve efficiency and/or effectiveness.

Performs other duties as assigned.


SUPERVISORY RESPONSIBILITIES

No formal supervisory responsibilities in this position. May lead project teams and/or plan staff assignments. Duties may encompass technical guidance and/or training of co-workers as well as policy development and participation in special initiatives such as modeling, system implementations or acquisition integrations. May coordinate and assign tasks to co-workers within a work unit and/or project.