Loading...
HomeMy WebLinkAboutFinance - Budget and Finance AnalystBudget and Finance Analyst Page 1 Council Approved 1-19-2026 City of Waukee JOB DESCRIPTION Job Title: Budget and Finance Analyst Reports to: Finance Director Dept/Div: Finance Direct Reports: None Pay Grade: N31 FLSA Status: Exempt – Executive JOB PURPOSE: The Budget and Finance Analyst performs a variety of professional accounting, budgeting, forecasting and financial reporting functions to support fiscal integrity and long-term financial sustainability. This position plays a key role in the preparation and administration of the City’s annual budget, capital improvement plan, financial forecasts, and required financial reports, ensuring compliance with Iowa code, Governmental Accounting Standards Board (GASB) standards, Government Finance Officers Association (GFOA) best practices, and City policies. ESSENTIAL FUNCTIONS: (Order of Essential Functions does not indicate importance of functions.) 1. Assists in the preparation of the City’s annual operating budget document in accordance with the standards of the Government Finance Officers Association’s Distinguished Budget Presentation Award Program. 2. Reviews, analyzes, and evaluates budget data submitted by departments for inclusion in the annual budget and five-year capital improvement plan. 3. Assists in the preparation of long-range financial forecasts, including establishing benchmarks and estimating revenue and expenditure sources; researches historical and projected financial trends. 4. Assists in the development, implementation, and monitoring of budget and financial policies and procedures. 5. Prepares annual capital improvement plan documents utilizing data provided by multiple departments. 6. Assists in the preparation of the City’s Annual Financial Report/Annual Comprehensive Financial Report (ACFR) and supports the external audit process. 7. Assists in the preparation of required State and Federal reports, including grant, budget, tax increment financing (TIF), urban renewal and other finance related reports. 8. Monitor budget performance throughout the fiscal year and prepare variance analysis, identifying causes and financial impacts on City operations. 9. Prepares budget amendments and transfers, including reviewing and estimating year-to-date revenues and expenditures for all funds, compiling department amendment requests, reviewing and processing approved internal budget transfers in accordance with budget policies. 10. Maintains central grant files and prepares grant-related schedules and reports as required. 11. Assists in the maintenance, and effective use of the City’s financial management systems and other finance-related software. 12. Prepares financial analyses, reports, and presentations for City management, City Council and other stakeholders. 13. Performs other duties or assumes other responsibilities as apparent or assigned. SUCCESS FACTORS: 1. Safeguard confidential information and uses it or discloses it only as expressly authorized or specifically required in the course of performing specific job duties. 2. Take action in solving problems while exhibiting judgment and a systematic approach to decision making; identify the important dimensions of a problem, determine potential causes, obtain relevant information and specify alternate solutions that result in effectiveness. 3. Knowledge of municipal, state and federal codes, laws and ordinances as related to finance and generally accepted accounting principles. Budget and Finance Analyst Page 2 Council Approved 1-19-2026 4. Able to react to a work environment that will change day to day requiring quick departure, and reorganization of one’s schedule. 5. Proficiency in Microsoft Excel and other financial analysis tools. 6. Perform in a self-directed manner while collaborating effectively with others. 7. Ability to analyze accounts and transactions for discrepancies and effect on financial reports. 8. Ability to compile financial data, interpret, prepare reports, and present information clearly and accurately. 9. Demonstrate sound time-management skills by effectively or efficiently organizing, prioritizing, and completing multiple assignments in a timely manner. 10. Attentive to the City’s standards for customer service, accuracy, quality, efficiency and all City policies and procedures ensuring that all work meets those standards. 11. Continually seeks and accepts opportunities for personal and professional growth. QUALIFICATIONS: 1. Bachelor’s degree in accounting, financial management or closely related field. 2. Three (3) years related work experience. Municipal experience preferred. 3. Experience with governmental, fixed asset and capital project accounting processes preferred. 4. An equivalent combination of education and experience may be considered. PHYSICAL REQUIREMENTS: While performing the duties of this job, the employee is regularly required to sit, stand and move about the office; use hands to finger, handle or feel objects, tools or controls; and reach with hands and arms. The employee is required to speak, hear and see in order to share information, receive instructions and complete tasks using a computer screen. The employee must occasionally lift and/or move up to 25 pounds. WORKING CONDITIONS: 1. Climate controlled office with hazards typical to that environment. 2. Position requires occasional travel within and outside of the City which imposes common travel hazards. 3. Standard work hours are Monday – Friday 8:00 AM – 5:00 PM with additional evening and weekend hours as required. 4. There is no residency requirement for this position. I have read and understand the information contained in the Job Description. I understand that this Job Description is not intended and should not be construed as an exhaustive list of all the responsibilities, skills, efforts, or working conditions associated with this job. Also, while this list is intended to be an accurate reflection of the current job, the Employer reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed as directed by the Employer. I understand that I may be required to work overtime, different shifts or hours, outside the normally defined workday or work week. I also understand that this job description does not constitute a contract of employment nor alter my status as an at-will employee. I have the right to terminate any employment at any time and for any reason and the Employer has a similar right. Signature Date The City of Waukee is an Equal Opportunity Employer. In compliance with Americans with Disabilities Act Amendments Act, the City will provide reasonable accommodations to qualified individuals with disabilities, and encourages prospective employees and job incumbents to discuss potential accommodations with the Employer.