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The County of DuPage
Wheaton, Illinois

Job Details for 1362 - Financial Analyst II

Job Description

FLSA STATUS: Exempt
GRADE: 312

POSITION SUMMARY
Under direction; performs work of considerable difficulty in professional financial analysis and accounting work; acts as a lead worker and reviews the work of a group of employees engaged in finance related activities, performs related work as required.

DISTINGUISHING FEATURES OF THE CLASS
An employee in this class has responsibility for planning the work of a group of finance and accounting employees and other clerical personnel in a County department and for the independent performance of professional financial, accounting and administrative tasks in maintaining the centralized revenue of the department. An employee in this class spends a substantial amount of time leading projects performed by finance and accounting personnel, however, the Financial Analyst II is required to work on a production basis in the performance of professional finance duties.

ESSENTIAL DUTIES AND RESPONSIBILITIES
The list of duties and responsibilities is illustrative only, and is not a comprehensive listing of all the duties and responsibilities performed by positions in this class.

• Serves as a lead worker or supervisor in the assignment of finance and accounting related projects, effectively recommends such actions for assigned personnel
• Recommends hires and promotions, directs and evaluates employment decisions for all assigned positions
• Plans, develops and implements policy and procedures for the administration of departmental financial analysis and accounting, gathers, compiles, organizes and documents relevant financial information
• Analyzes, consolidates and interprets financial data
• Prepares detailed reports and presentations for review by all levels of management
• Monitors actual results of financial data against plans, forecasts and budgets
• Consolidates a wide range of operating and financial projections for the development of both short term and long term business plans
• Prepares annual judicial and public safety statements
• Recommends financial actions for internal planning and for submission to Financial Consultant and Consulting Engineer
• Maintains a current cost control
• Ensures availability of funds for payment of bills
• Assists in budget preparation and performs budgetary accounting
• Advises on the use and source of funds
• Ensures that uniform financial procedures are maintained
• Coordinates with County Treasurer all sources of revenue and investments to ensure that they are utilized to their maximum advantage
• Makes estimates of work and material costs
• Advises on accounting problems
• Assists subordinate personnel with work problems
• Sets up procedures to maximize efficiency and cost savings; maintains personnel records
• Maintains regular attendance and punctuality

NON-ESSENTIAL DUTIES AND RESPONSIBILITIES
• Adjusts work assignments and schedules in the event of an emergency to participate in emergency preparedness, response, and recovery activities as assigned.
• Depending on assignment may maintain required emergency management training, licensure and/or certifications.
• Performs related duties as required or assigned within the job classification.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and /or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Knowledge of:
• Financial analysis and public accounting theory and practice
• Budget and fiscal procedures
• Preparation and analysis of financial statements and reports
• Data processing operations
• Analyzing, interpreting, and preparing financial statements and reports
• Working skill in developing appropriate methods to accomplish a variety of accounting transactions
• Data processing operations
• Leadership Principles
• Current office practices, procedures and equipment
• County policies and procedures
• Applicable federal, state, and local laws, rules, regulations, codes, and/or statutes

Skill in:
• Analyzing, interpreting, and preparing financial statements and reports
• Developing appropriate methods to accomplish a variety of accounting transactions
• Leading finance and accounting projects
• Verbal and/or written communications
• Managing multiple projects and deadlines
• Dealing effectively with others
• Using computer hardware and software including word processing, spreadsheets, databases, email, etc
• Applying an acquired knowledge of procedures, rules, regulations and services applicable to the assigned office

Ability to:
• Using computer hardware and software including word processing, spreadsheets, databases, email, etc
• Manage projects and multiple priorities simultaneously
• Prioritize and assign work
• Establish and maintain effective working relationships with department and division staff, other departments and others, such as vendors
• Communicate and use interpersonal skills to interact with coworkers, supervisor, the general public, etc. to sufficiently exchange or convey information and to receive work direction
• Ensure compliance with applicable federal, state, and local laws, rules, and regulations
• Provide leadership to effectively resolve issues
• Convey excellent oral and written communication
• Work effectively under stress
• Maintain confidentiality

SUPERVISORY RESPONSIBILITIES
Exercises supervision of personnel in related area of responsibility.

EDUCATION and/or EXPERIENCE
Completion of a Bachelor’s degree in Finance or Accounting and two years experience in professional finance or accounting work; or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above.

PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Position is typically office or administrative work and is not substantially exposed to adverse environmental conditions.

CERTIFICATES, LICENSES, REGISTRATIONS
None