Description

Description
GENERAL STATEMENT OF DUTIES
Position performs complex analysis work in various aspects of the Finance Department. Monitors and advises other departments on various aspects of County financial operations. Responsible for preparing assigned regulatory and compliance reports including portions of annual comprehensive financial report (ACFR) in addition to reports specific to their respective areas. Maintains reports or subsidiary records to reconcile to general ledger balances. Prepares analyses and schedules in conjunction with projection of available fund balance.
DISTINGUISHING FEATURES OF THE CLASS
An employee in this class demonstrates analytical skills by successfully handling complex issues related to various aspects of Finance. The employee performs analytical work regarding revenues, expenditures and fund balances specific to their respective areas. Prepares reports as required by terms of grants, prepares assigned portion of the ACFR, and other reports as required by management. Examples include indirect cost reports, Tourism Authority financial statements, the annual financial information report, the schedule of expenditures of federal and state financial awards(SEFSA), fixed asset reports and select portions of official statements required in connection with bond offerings. May maintain subsidiary records summarizing activity in general ledger accounts and reconcile these records, or subsidiary reports prepared by others, to the balance in related general ledger accounts. Review contracts for compliance with budgetary and statutory as well as policy requirements. May fill in for management level positions during absences, including Financial Planning & Reporting Manager, Cash and Debt Manager and Accounting Manager. Assist in annual fund balance projections through analysis of activity in assigned areas to predict final outcome for the fiscal year. The employee exercises independent judgment and discretion in applying and interpreting generally accepted accounting principles, County and Finance policies and provisions of grants or bond indentures. Communicates effectively and independently with employees and management. May work in a lead capacity to plan, direct, and review the work of others inside and outside the department. Work requires frequent and regular contact with customers both inside and outside of direct reporting relationship. Work is performed under the general supervision of Financial Planning &Reporting Manager, Cash and Debt Manager, or (Deputy) Finance Director.
Examples of Duties
DUTIES AND RESPONSIBILTIES
Essential duties and responsibilities include, but are not limited to:
Assist with preparation of ACFR and SEFSA through completion of specific assignments
Monitor expenditures related to certain grants and bond issues to ensure that expenditures are in compliance with governing documents
Maintain subsidiary records supporting general ledger accounts such as maintenance of fixed asset system, schedules supporting debt service activity,
Reconcile certain schedules/analyses to corresponding general ledger account balance
Assist with completion of annual fund balance projections
Assist with completion of indirect costs reports
Assist in rate setting for Internal Services Fund
May review the work of other employees
Review contracts related to analyst’s area
Substitute for certain management level employees in their absence
Perform other duties as assigned
Treasury Area Financial Analyst
Reviews collections reports as prepared by the Treasurer on a daily basis
Review weekly school capital requests for proper expenditure of bond funds and County dollars and prepare journal entry for reimbursement of schools
Maintain schedules of bond funds issued for various projects, including related expenditures and drawdown of expended bond funds

Assist in journalizing investment transactions and reconcile subsidiary investment ledgers to monthly statements and related general ledger accounts
Act as primary backup for Cash and Debt Manager and emergency backup for Treasurer
Maintain schedule of debt service principal and interest expenditures and amortization schedules of debt related deferred outflows and liabilities
Responsible for certain note disclosures and portions of the Transmittal Letter in the annual financial report
Responsible for certain sections of official statements prepared in conjunction with bond issues
Assist in bond rating presentations and budget projections
Prepare IRS form 8038-CP for interest rebate in conjunction with ARRA program
Act as liaison with DSS regarding funding and reviewing summary transactions for their representative payee program
Maintain an ongoing file of economic development for use in the annual financial report and official statements.
Assist in training of new Treasurer if required
Capital Asset Financial Analyst
Provide accounting and fiscal analysis involving activity in the County’s capital asset system and the County Building Construction Fund
Oversee financial reporting and analysis of School Capital Outlay Funds for Guilford County Schools and Guilford Technical Community College
Monitor certain grants, including State Public School Building Capital Fund and park and recreation grants
Review contracts and agreements relating to leases, fixed asset purchases and dispositions, facilities, and parks and recreation
Review and process accounting and financial reporting functions for the Greensboro/Guilford County Tourism Development Authority including preparing monthly and annual financial statements
Prepare and process payroll for the Greensboro/Guilford County Tourism Development Authority
Lead in preparation of the Annual Financial Information Report (AFIR) to the Local Government Commission
Other duties as assigned
Law Enforcement/Cost Accounting Financial Analyst
Monitor grant activity in Law Enforcement and Emergency Services (EMS) area
Monitor miscellaneous grants outside of Human Service areas and Parks and Recreation
Prepare monthly summary of activity in Inmate Trust Fund
Assist in setting rates for various insurance funds of County
Leads in preparation of indirect cost reports
Analyze Law Enforcement and EMS to predict financial outcome at fiscal year-end in conjunction with annual fund balance projection
Review contracts relating to Law Enforcement and EMS
Prepare portions of ACFR and SEFSA relating to Law Enforcement and EMS
Monitor County Internal Services Fund, including preparation of quarterly financial statements
Prepare cost studies and cost analyses of various County services and operational functions
Act as substitute for Planning and Report Manager and Accounting Manager as needed
Human Services Financial Analyst
Monitor grants in Human Service areas (Health Department, Department of Social Services, Child Support Enforcement, Transportation and Animal Services)
Maintain detailed analytical work papers finalizing settlements with the grantors
Review and approve the monthly 1571 report for Department of Social Services and Child Support Enforcement, and the monthly Public Health expenditure report
Analyze Public Health, Social Services, Child Support Enforcement, and other assigned departmental accounts to predict financial outcome at fiscal year-end in conjunction with annual fund balance projections
Review contracts relating to Health Department, Department of Social Services, and other assigned departments
Prepare portions of ACFR and lead the preparation of the SEFSA
Other duties as assigned

Requirements

RECRUITMENT STANDARDS
Knowledge, Skills, and Abilities
Considerable knowledge of the laws and procedures governing County funds
General knowledge of the financial operations of the County and the various funds involved
Working knowledge of generally accepted accounting principles
Working knowledge of general governmental accounting practices
Working knowledge of Excel, Word and Outlook
Strong analytical capabilities
General knowledge of the operation of the banking system
Ability to make accurate mathematical computations and to compile accurate and complete reports
Ability to create and maintain subsidiary records (e.g., for tracking bond funds) in Excel
Ability to establish and maintain effective working relationships with other employees
Typical Qualifications
MINIMUM QUALIFICATIONS
Graduation from an accredited college or university with a bachelor’s degree with major course work in finance, accounting or business administration
AND
at least six years of progressive responsible experience in the analysis and maintenance of fiscal records;
OR,
Associate’s degree with major course work in finance, accounting or business administration AND at least eight years of progressive responsible experience in the analysis and maintenance of fiscal records;
OR,
High school diploma and ten years of progressive responsible experience in the analysis and maintenance of fiscal records.
PREFERRED QUALIFICATIONS
Public Sector Experience
Current certification as a Certified Public Accountant (CPA) in the State of North Carolina
Certified Local Government Finance Officer

Supplemental Information
Physical Demands
An employee in this position must be able to physically perform the basic life operational functions of kneeling, crouching, reaching, standing, walking, pushing, pulling, lifting, fingering, grasping, feeling, talking, hearing, and repetitive motions. The employee must be able to perform light work exerting up to 10 pounds of force routinely and/orin excess of 20 pounds of force occasionally to lift objects.
Working Conditions
Workspace consists of a normal office environment. No adverse environmental conditions.
May Require Driving
This position may require driving for this position whether driving a County owned or personal vehicle to conduct county business such as but not limited to attending conferences, meetings, or any other county related functions. Motor Vehicle Reports may be verified for valid driver's license and that the driving record is compatible with the county's driving criteria.
If a personal vehicle is operated for county business proper insurance is maintained as per Guilford County's vehicle use policy.
Special Note:
This generic class description gives an overview of the job class, its essential job functions and recommended job requirements. However, for each individual position assigned to this class, there is available a completed job description with physical abilities checklist which can be reviewed before initiating a selection process. These job descriptions can provide additional detailed information on which to base various personnel actions and can assist management in making legal and defensible personnel decisions.