Financial Analyst IV

Job Description:
Under the general direction of the Regional and Local Health Operations (RLHO) Division Operations and Business Services Unit (OBS) Director, the Financial Analyst IV performs highly advanced financial analysis and monitoring of technical and program related projects and procurements that support expenditure forecasts; financial, budget, and operational budget impact; performance measures; and project deliverables for the RLHO Division. Provides consultative services and technical assistance including planning, developing, coordinating, and implementing operations and business services functions related to the RLHO Division’s management of budgeting, revenue management, purchasing, grants, and information technology purchases. Oversees and coordinates finance and budgeting activities for RLHO Division, including coordination of regional and program budgets for RLHO organizations, revenue management, purchasing, grant management, and capital purchase management. Oversees assignments, projects, and deliverables. Oversees and coordinates RLHO legislative appropriations request (LAR) assignments and prepares analyses supporting LAR, exceptional items, bill analyses, and fiscal notes. Prepares and evaluates program and operating budget requests, and capital and IT procurement requests. Works closely with RLHO Operations Group to ensure resource allocation within the division. Plans, assigns, and supervises the work of the RLHO Finance Group. Works under minimal supervision with extensive latitude for the use of initiative and independent judgment. Uses a variety of software applications including CAPPS, Outlook, Word, Excel, Access, and QuickBase to perform essential job functions.

RLHO OBS Unit offers up to 4 days telework to its team members, in accordance with agency and division telework policy. This position’s ability to telework will be determined by OBS leadership, RLHO policy, and agency and division telework policies. Staff performance is monitored to ensure appropriate use of work hours and agency assets. The position will be required to report to the office, as directed, to fulfill essential job functions. Essential Job Functions:
Attends work on a regular and predictable schedule in accordance with agency leave policy and performs other duties as assigned. May be required to work extended hours as needed during Legislative/agency budgetary processes and public health emergencies.

(20%) Coordinates the development and implementation of the Division’s budgeting and revenue management activities, policies, and procedures. Coordinates and performs budget monitoring, projections, expenditure verifications, and budget and expenditure analysis to include monitoring staffing levels and expenditure trends. Works with multiple and complex funding streams, including General Revenue, General Revenue-dedicated, federal grants and cooperative agreements, and other federal funds. Coordinates activities among eight Public Health Regions (PHRs), Division Office, Texas Center for Infectious Disease (TCID), Office of Border Public Health (OBPH), Center for Health Emergency Preparedness and Response (CHEPR), DSHS Budget Office, Funds Coordination and Management Branch (FCMB), Contract Management Section (CMS), and other agency departments to ensure funds are appropriately allocated and budgets are loaded. Coordinates movement of funds as needed to meet budgetary requirements of the Division. Takes action to ensure funds are loaded timely and ensures maximized use of funds. Coordinates with partners to resolve budgeting and funding issues. Prepares Excel analyses and reports, PowerPoint presentations, databases, emails, forms, action memos, or other required documentation as needed.

(15%) Performs highly complex financial analysis and monitoring work related to financial and operational impact, budget and operational impact, federal grant management and expenditure forecasts, and project deliverables for RLHO Division. Work involves the examination, investigation, and review of accounting records, financial statements, reports, management practices, and internal controls to ensure compliance with federal and state laws and/or regulations as well as DSHS policies and regulations, for related projects and procurements. Prepares financial reports containing findings, recommendations, and corrective actions. Participates in special investigations, research studies, and internal audits. Provides technical assistance to staff in all matters relating to financial compliance and best practices. Makes recommendations and plans for strategies to mitigate financial risks and resolve financial and other problems. Oversees the development of models and analyses to include annual expenditure forecasts and long-term financial plans.

(15%) Coordinates RLHO legislative appropriations request (LAR) assignments and prepares analyses supporting LAR. Coordinates with RLHO leadership to plan and develop exceptional item concepts and budgets. Prepares agency cost estimates. Coordinates the development of, changes in, and reporting of performance measures. Participates in implementation of legislative initiatives as applicable. Reviews and interprets new legislation and other applicable federal or state laws and regulations as well as department policies and procedures that affect related procurements. Prepares and provides financial and operational impact analyses of legislative proposals.

(15%) Plans, coordinates, reviews, and approves special and routine assignments such as management requests; budget, purchasing, and legislative assignments; program transition or restructuring proposals; cost reports for natural disaster and disease outbreak response activities; budgets for new or proposed programs and activities; materials for training and presentation purposes; and other requests as assigned. Oversees quarterly performance measures and out-of-state travel assignment. Provides timely and accurate information in response to inquiries.

(10%) Develops and implements the Division’s policies, procedures, and projects related to budgeting, capital authority, finance, accounting, purchasing, and related subject matter. Attends and participates in relevant agency meetings and workgroups and ensures Division compliance and input. In coordination with the RLHO IT Liaison, oversees tracking and progress updates on capital projects and IT project expenditures to ensure projects are completed on time and within budget. Assists staff as necessary to successfully complete projects. Assists in planning and implementation of training opportunities for RLHO Division staff.

(10%) Oversees the Division’s purchasing and requisition processes. Reviews proposed purchases and provides budget approval in CAPPS financial. Oversees tracking of purchases. Oversees and approves invoice payments. Evaluates and takes problem solving action to assist with successful purchasing transactions. Ensures adherence to established purchasing policies and procedures. Makes recommendations for improvements in purchasing and tracking processes. Coordinates program purchasing activities to ensure staff process requests appropriately and in a timely manner.

(10%) Supervises Finance Group staff including hiring and selection, planning and assigning work, completing performance evaluations, recommending personnel disciplinary actions, and scheduling and approving leave. Reviews and approves reports and other documentation received from direct reports. Ensures staff members have updates and training needed to successfully conduct activities.

(5%) Performs other duties as assigned. Other duties as assigned include but are not limited to actively participating and/or serving in a supporting role to meet the agency’s obligations for disaster response and/or recovery or Continuity of Operations Plan (COOP) activation. Such participation may require an alternate shift pattern assignment and/or location. To perform these job duties, this position may require working the extra hours needed to meet defined deadlines and support the agency’s mission critical reporting requirements. Knowledge Skills Abilities:
Knowledge of agency programs, policies, procedures and practices related to budgeting, accounting, revenue management, purchasing, and grants.
Knowledge of the legislative appropriations process.

Skill in the use of Microsoft Office suite software including Outlook, Word, Excel, and Access, or similar programs.
Skill in written and oral communication, including the ability to present technical/financial data, write technical information in an understandable format, and produce sophisticated reports.
Skill in project management and organization.
Skill in analyzing financial data.
Skill in organizing and prioritizing workload and meeting deadlines for simultaneous tasks.
Skill in developing goals and objectives, problem solving techniques, and procedures to monitor and
evaluate progress.
Skill in developing and monitoring program or project budgets.

Ability to administer financial processes and systems.
Ability to perform and interpret numerical analyses.
Ability to interpret statutes.
Ability to prepare reports and correspondence regarding findings.
Ability to build and maintain positive and effective working relationships.
Ability to analyze, evaluate, and summarize financial and management records for accuracy and conformance to procedures, rules, and regulations.
Ability to gather, assemble, correlate, and analyze facts, and devise and implement solutions to problems.
Ability to plan, assign, and supervise the work of others.
Ability to exercise independent judgment, set priorities, and meet deadlines.
Ability to manage projects effectively and produce quality work within short deadlines.
Ability to develop, interpret, apply, and evaluate policies and procedures.
Ability to communicate effectively both orally and in writing.

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