Financial Planning and Analysis Specialist

1 week ago

Chicago, Illinois, United States Metropolitan Water Reclamation District of Greater Chicago Full time

Job Title: Budget & Management Analyst

Company: Metropolitan Water Reclamation District of Greater Chicago

Overview

Under supervision, engages in the evaluation, formulation, and management of the annual financial plan while conducting organizational, staffing, and procedural studies.

Key Responsibilities

Key responsibilities encompass essential functions common to roles within this classification. They are not intended to be an exhaustive list of all job duties for any one position in the class. As such, incumbents may perform one or all of the tasks listed or similar duties not specifically mentioned here.
  • Evaluates and interprets budget proposals; gathers, assists, and analyzes supporting documentation; identifies budgetary issues needing resolution; participates in financial meetings; supports and guides operational departments in developing budget forecasts.
  • Tracks purchase requests and payment approvals for adherence to established protocols and timelines.
  • Generates, reviews, and processes purchase requests and payment approvals for suitability and compliance with established protocols, budgetary guidelines, and contract requirements.
  • Assists in drafting contract documents such as invitations to bid, contract specifications, and other necessary proposal documents.
  • Contributes to the periodic evaluation of budgetary spending patterns and actions.
  • Participates in the execution of organizational and management studies, including the analysis of alternatives and the preparation of recommendations.
  • Compiles data, both manually and utilizing software tools, for the creation and preparation of management reports.
  • Provides technical assistance to users of the Budget Management System and/or other management information systems.
  • Drafts correspondence for various departmental personnel and units.

Additional Responsibilities

  • May assign, oversee, and review the work of subordinate administrative support personnel.
  • Participates in and represents the department on special committees.
  • Engages in the design, revision, and preparation of forms, guidelines, and procedural manuals.
  • Maintains personnel, financial, and budgetary documentation.
  • Performs other duties as assigned.

Desired Knowledge, Skills, and Abilities

  • Understanding of budget and management analysis techniques.
  • Familiarity with the principles, practices, and procedures of administrative organization.
  • Knowledge of statistical methodologies.
  • Some understanding of public finance and public administration.
  • Ability to apply financial principles and practices to establish and manage budgets.
  • Ability to comprehend and adhere to budget processes and procedures.
  • Ability to compile, analyze, and summarize financial revenues and expenditures.
  • Ability to collect, monitor, and document financial data and generate reports.
  • Ability to evaluate the accuracy and validity of financial information.
  • Ability to assign and supervise the work of subordinate administrative staff.
  • Ability to communicate effectively, both orally and in writing.

Minimum Qualification Requirements

A bachelor's degree from an accredited college or university in business or public administration or a field related to organizational and methods work and/or budget analysis, preparation, and management.

Substitution

Professional experience in organizational and methods work and/or budget analysis, preparation, and management may be substituted for the required education on a year-for-year basis.

Promotional Requirement

  • Possession of a bachelor's degree in business or public administration or a field related to organizational and methods work and/or budget analysis, preparation, and management.
  • One year of service with the District in a role such as Senior Administrative Specialist, Legal Assistant, Investigator, Accounting Associate, Secretary, Human Resources Assistant, Administrative Assistant, or Accounting Clerk III; or two years of such service as an Administrative Specialist.
  • Civil service status in one of the aforementioned classifications.

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