Budget & Finance Analyst Senior

Department: Finance Department

Salary: $70,166.00 - $100,864.19 Commensurate with Experience

Welcome to the City of Charlotte

Charlotte is America’s Queen City, opening her arms to a diverse and inclusive community of residents, businesses and visitors alike. Here you will find a safe, family-oriented city where people work together to help everyone thrive. The mission of the City of Charlotte is to deliver quality public services and promote the safety, health, and quality of life for all residents.

Our guiding principles include:

• Attracting and retaining a skilled and diverse workforce

• Valuing teamwork, openness, accountability, productivity, and employee development

• Providing all customers with courteous, responsive, accessible, and seamless quality services

• Taking initiative to identify, analyze, and solve problems

• Collaborating with stakeholders to make informed decisions

SUMMARY

The Risk Budget & Finance Analyst Senior serves within the Risk Management division of the City of Charlotte and reports to the Risk Financial Manager. Position is responsible for performing a broad range of duties for the City, Mecklenburg County, Charlotte-Mecklenburg Schools Board of Education, Medic, CRVA, and the MPTA. Duties include assisting the Financial Manager in the maintenance of budgets, playing an integral role in the claim payment process, completing tasks and analysis of moderate complexity, and assisting with Procurement functions.

 Job Description:

• Assists in the preparation and review of journal entries for the division; conducting research and providing information as needed                                                               
• Reviews check requests for completeness and accuracy; ensures the necessary support has been provided    
• Enters check requests into Risk's claim management system for Risk’s check runs, prints checks, prepares and sends check run imports to Accounts Payable for processing,  and maintains check processing records    
• Performs financial, budgetary, and analytical tasks of moderate to high complexity for Risk’s operating, loss, and premium funds
• Assists Financial Manager with the development and maintenance of budgets and projections                                    
• Manages and resolves accounts payable discrepancies
• Deposits Risk's checks via the desktop deposit process and maintains deposit records; conducts research to resolve discrepancies                                                                 
• Reviews, codes, and processes invoices for payment.
• Creates purchase orders and processes change orders as needed        
• Works with Procurement to set up Risk vendors and maintains Risk vendor records  
• Serves as the P-card Accountant for the division and other departments as assigned   
• Serves as a travel co-coordinator                                                                                                     
• Supports Risk banking functions                                 
• Supports process documentation and ensures process documentation is up to date      
• Performs additional duties as assigned

Knowledge, Skills & Abilities:

 

Strong critical thinking and strategic analytical skills

• Demonstrate a high level of sustained accuracy and compliance with written procedures and verbal instructions
• Possess considerable knowledge of budgetary preparation and analysis
• Ability to analyze complex financial transactions
• Skilled in organization, time management, and advanced problem-solving
• Advanced Excel skills
• Excellent customer service skills dealing with internal and external customers
• Ability to work in a team environment as well as independently
• Must be detail-oriented
• Ability to communicate effectively both, written and verbally
• Demonstrate excellent decision-making skills
• Establish and maintain effective working relationships with all levels of staff and/or customers

Minimum Qualifications:

Bachelor’s degree in accounting, business administration, or related field and/or a minimum of five (5) years’ experience in various facets of accounting, financial management, and budget development providing the necessary knowledge, skills, and abilities to successfully perform the essential job duties

Preferred Qualifications:

• Experience with ERP financial systems
• Experience in check processing and issuance

 

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 of Charlotte is an Equal Opportunity Employer and does not unlawfully discriminate on the basis of race, religion, color, sex, national origin, marital status, age, disability, sexual orientation, political affiliation or on the basis of actual or perceived gender as expressed through dress, appearance, or behavior.

Our culture is to serve the community honorably.

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 self-service application kiosks are available. They are located in our office at 700 East 4th Street, Suite 200, Charlotte, NC 28202. We are open Monday through Friday, from 9:30 a.m. to 3:30 p.m. (EST), excluding official City holidays.

For questions about your application or the hiring process, please email [email protected].

The City of Charlotte is committed to making our services and programs accessible to all. Upon request, auxiliary aids, written materials in alternate formats, language access, and other reasonable accommodations or modifications will be provided. To make a request, please fill out the Innovation & Technology ADA request form or call 704.336.4120.

BENEFITS

The City of Charlotte provides a comprehensive benefits package to eligible employees.

Click here to learn more about the City of Charlotte’s benefits.

The City of Charlotte is a drug and alcohol-free workplace.