Financial Analyst I or II - KUA

General Definition of Work

Financial Analyst I
Entry level professional, analytical, and financial work involving the development and maintenance of varied financial records and reports. Obtains and analyzes financial, accounting and budgetary information, conducts management and procedural systems analyses and provides technical assistance.

Financial Analyst II

Performs professional analytical, and financial work involving the development and maintenance of varied financial records and reports.  Obtains and analyzes financial, accounting and budgetary information, conducts management and procedural systems analyses and provides technical assistance.

Typical Tasks

Financial Analyst I
Performs accounting/financial-related analysis activities based on a basic knowledge of accounting principles and procedures.  Performs specific tasks during financial and operational reviews of Kissimmee Utility Authority by evaluation of the effectiveness of internal controls which safeguard Authority assets, provide financial data for reporting for internal and external use, and promote operational efficiency.  Evaluation of the comprehensiveness of, and compliance with, established company policies and procedures.

Responsible for the maintenance of various journals, spreadsheets, and statistical reports.  Audits vouchers and determines proper coding prior to issuance of checks.  Refers errors found to originating department with suggestions for corrections.  Investigates and reconciles assigned general ledger accounts. Coordinates the accumulation, preparation, evaluation, and recording of often complex financial accounting transactions required for monthly financial statements.

Performs detailed analysis of the operations and activities as they relate to the formulation and administration of the budget system for assigned responsibility area.  This position assists in the coordination of the annual budget preparation, monitors budgetary preparation for assigned responsibility area, communicates review, and monitors budget to actual data.  Prepares cost benefit and cost effectiveness studies.

Acquires and disseminates information concerning work methods and procedures, controls, and similar management functions. Develops detailed flowcharts and corresponding documentation of assigned responsibility area. Evaluates internal controls and identifies the key controls and weaknesses.  Perform tests to determine if key controls are reliable and functioning.  Documents test results in work paper form. As directed, may assist external auditors doing audits.

Make financial presentation as directed.  Performs all other duties as assigned.  May be required to work hours beyond established work schedule.