Fiscal Strategy and Management Analyst I

Compensation

Offer Range: $73,444.80 - $88,857.60

Exempt/Non-Exempt: Exempt

Benefits: Yes

Employment Type: Full Time

Department: Fiscal Strategy and Management

 

Job Statement

This position will consolidate budgetary proposals submitted from all departments to help estimate the financial needs of the organization.  Work includes interacting with operational and support personnel to establish the flow of information and analyzing budget-to-actual results to determine the effectiveness of short-term and long-term financial plans.  This employee will assist with the preparation and presentation of the annual budget, conduct financial and operational analysis as directed and perform other duties as assigned.

Essential Duties

 1.  Assists with the preparation and presentation of the annual capital and operating budgets and five-year capital improvement plan (CIP).  This includes, but is not limited to, the following:

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    • Assisting operational personnel and members of management by responding to questions and providing financial data as needed
    
    
    • Working one-on-one with departments on budget planning, trends, historical data, and forecasting within the department
    
    
    • Communicating deadlines and conducting follow-up on outstanding data requests
    
    
    • Conducting budget meetings and presentations
    
    
    • Consolidating departmental budget submissions
    
    
    • Investigating significant increases and decreases in budget requests
    
    
    • Performing file maintenance and tracking all budgetary adjustments
    
    
    • Identifying and investigating capital carry-over items
    
    
    • Creating the capital plan and assigning budget dollars
    
    
    • Assisting with the preparation of budget work orders
    
    
    • Calculating various employee-related and general operating expenses
    
    
    • Distributing the approved budgets
    
    
    • Reconciling annual budget and five-year plan information
    
    
    • Updating five-year cash projections for all services
    
    
    • Performing budget maintenance tasks (entering planned labor rates, creating/closing capital planning projects, etc.)
    
    
    
    
  
  
  
  

2.  Prepares, analyzes and distributes monthly capital and operating expense reports.  This includes data validation and requires regular communication with operational personnel to discuss budget variances.

3.  Responds to miscellaneous rate or budget-related inquiries and requests from within the organization.

Additional Duties

1. Assists with preparation of monthly statistical reporting for use throughout the organization.


2. Assists with preparation of monthly reporting required by TVA.


3. Reconciles credits on the monthly TVA power bill for reporting.


4. Validates monthly rate changes and communicates rate change information to the rest of the organization.


5. Performs independent rate studies to evaluate Huntsville Utilities’ rates in relation to other utilities.


6. Conducts an annual assessment of service fees.


7. Represents Huntsville Utilities at various rate-related meetings.


8. Prepares, analyzes and distributes any required monthly vendor reports for Board review.


9. Assists Fiscal Strategy and Management Analyst II and Director on creating visual representations of data using charts, graphs, dashboards, and PowerPoints to effectively communicate findings.


10. Completes external informational surveys as requested.


11. Provides monthly updates to the Producer Price Index.


12. Tracking and reporting Key Performance Indicators (KPIs) and objectives


13. Assists the Fiscal Strategy and Management Director and Fiscal Strategy and Management Analyst(s) with special projects as requested.

Job Requirements

Education/Training/Certifications: A Bachelor’s degree in a business-related field is required.

Experience/Skills: A minimum of one-year employment history demonstrating the ability to analyze and interpret data is required.  Familiarity with basic accounting principles is required.  Prior experience preparing budgets at an organizational level is preferred.  The ability to write and understand formulas and create charts in Excel is required.  Qualified candidates will have to pass an Excel-based exercise to demonstrate a knowledge of look-up and reference functions and the ability to create graphs or charts.  PowerPoint skills are necessary to create presentations that include text, images, and charts or tables.  Experience using NiSC is preferred.

Additional Requirements

Equipment: Daily use of desktop, laptop or tablet.

Physical Demands/Environmental Conditions: Primarily light work in a sedentary environment operating a computer or other device.  Occasional lifting of less than 30 pounds.  Regularly will drive to all Huntsville Utilities’ locations.  Some additional travel required.

Other: Communication skills are important to this position.  Successful candidate must demonstrate the ability to speak clearly in front of others.

Competencies