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Financial Analyst III - Trust & Fund Management

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Financial Analyst III - Trust & Fund Management

Salary

$2,550.00 - $2,860.00 Biweekly

Location

611 Walker Street

Job Type

Full Time

Job Number

36838

Department

Finance

Division

FIN-FINANCIAL REPORTING OPERATIONS (FRO)

Opening Date

07/29/2025

Closing Date

8/5/2025 11:59 PM Central

+ Description

+ Benefits

+ Questions

POSITION OVERVIEW

Applications accepted from: ALL PERSONS INTERESTED

Job Classification: FINANCIAL ANALYST III

Division: Financial Reporting & Operations

Reporting Location: 611 Walker St.

Workdays & Hours: MONDAY – FRIDAY 8:00 AM – 5:00 PM *Subject to Change*

DESCRIPTION OF DUTIES/ESSENTIAL FUNCTIONS

The Financial Analyst functions are designed to meet the strategic and operational objectives of the department. Under the supervision of the Division Manager and guidance of senior management, the successful applicant will work as primary support to management in the Trusts and Funds Management Section of the Financial Reporting & Operations Division.

Trust & Funds Management

+ Coordinates the development, implementation, and monitoring of various financial activities, policies and procedures to effectively manage the reporting of all City of Houston Local Government Corporations (LGCs), Component Units (CUs), and applicable nonprofit agencies.

+ Monitors and analyzes the monthly, quarterly, and annual financial and audit reports of the LGCs’ and/or CUs’

+ Prepares analysis of budgets and monthly financials reflecting metrics such as, but not limited to, revenues and expenses; monitors and reports on financial trends, revenue, debt capacity, and operating and capital asset trends.

+ Interpret and prepare reports based on information noted in interim and audited financial statements.

+ Performs professional financial analysis and reconciliations.

+ Assist with the development of reports and PowerPoint presentations using Microsoft publishing tools.

+ Compiles data and produces reports, as needed.

+ Develop and update administrative procedures, as needed.

+ Coordinate and conduct special long-term and short-term projects.

+ Perform other duties as requested.

WORKING CONDITIONS

This position is physically comfortable; the individual has discretion about walking, standing, etc. There are no major sources of discomfort in a normal office environment.

MINIMUM REQUIREMENTS

EDUCATION REQUIREMENTS

Requires a Bachelor’s degree in Finance, Accounting, Business Administration or a closely related field.

EXPERIENCE REQUIREMENTS

Four years of professional experience in finance, economics, budget analysis or a closely related area are required.

Experience cannot be substituted for the Bachelor’s degree requirement. A Master's degree in Finance, Accounting, Business Administration or a closely related field may be substituted for two years of the above experience requirement.

LICENSE REQUIREMENTS: None

PREFERENCES

Preferences will be given to candidates:

+ With knowledge of Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board (GASB) pronouncements.

+ Demonstrates abilities in handling various projects simultaneously.

+ Work is substantially complex and varied and requires the interpretation of technical and detailed guidelines, policies, and procedures in combination. Analytical ability is necessary to gather and interpret data effectively.

+ Ability to provide solutions and suggestions to problems.

+ Ability to conduct forecasting analyses.

+ Ability to analyze and evaluate complex accounting and financial reporting.

+ Makes every effort to analyze and report inaccuracies in a timely manner.

Preference shall be given to eligible veteran applicants provided such persons possess the qualifications necessary for competent discharge of the duties involved in the position applied for, such persons are among the most qualified candidates for the position, and all other factors in accordance with Executive Order 1-6.

GENERAL INFORMATION

SELECTION / SKILLS TESTS REQUIRED

Department may administer skills assessment test

SAFETY IMPACT POSITION: No

SALARY INFORMATION

Factors used in determining the salary offered include the candidate’s qualifications as well as the pay rates of other employees in this classification.

Pay Grade: 21

APPLICATION PROCEDURES Only online applications will be accepted for this City of Houston job and must be received by the Human Resources Department during active posting period. Applications must be submitted online at: www.houstontx.gov.

To view your detailed application status, please log-in to your online profile by visiting: http://agency.governmentjobs.com/houston/default.cfm or call (832)393-6051. If you need special services or accommodations, call (832)393-6051. (TTY 7-1-1). If you need login assistance or technical support call 855-524-5627.

Due to the high volume of applications received, the Hiring Department will contact you directly, should you be selected to advance in our recruitment process.

All new and rehires must pass a pre-employment drug test and are subject to a physical examination and verification of information provided.

EOE Equal Opportunity Employer

The City of Houston is committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, genetic information, veteran status, gender identity, or pregnancy.

The city offers a competitive benefits program, including competitively priced health coverage and a defined contribution pension plan. Benefits include:

+ Medical

+ Dental

+ Vision

+ Wellness

+ Supplemental Insurance

+ Life insurance

+ Long-term disability

+ Retirement pension

+ 457 deferred compensation plan

+ Employee Assistance Program

+ 10 days of vacation each year

+ 11 city holidays, plus one floating holiday

+ Compensable Sick Leave

+ Personal Leave

+ Flexible schedules

+ Hybrid-Telework for eligible positions

+ Professional development opportunities

+ Transportation/parking plan

+ Section 125 pretax deductions

+ Dependent Care Reimbursement Plan

+ Paid Prenatal, Parental and Infant Wellness Leaves

+ Healthcare Flexible Spending Account

For plan details, visit http://www.houstontx.gov/hr/benefits.html

01

Are you a veteran who served on active duty in the Armed Forces (United States Army, Navy, Air Force, Marines Corps, or Coast Guard) for more than 90 consecutive days and received either an honorable or a general discharge under honorable conditions?

+ Yes

+ No

02

Which best describes your education?

+ Bachelor's Degree

+ Master's Degree or Beyond

+ None of the above

03

Which area of concentration did you obtain your degree?

+ Business Administration

+ Finance

+ Accounting

+ Public Administration

+ None of the above

04

Which of the following best describes your professional experience in finance, accounting, economics, budget analysis or a closely related field?

+ Less than two (2) years' of experience

+ Two (2) years’ but less than Three (3) years’ of experience

+ Three (3) years' but less than Four (4) years’ of experience

+ Four (4) years' but less than Five (5) years’ of experience

+ Five (5) years' but less than Six (6) years’ of experience

+ Six (6) years' or more years’ of experience

+ I have no experience

05

Which of the following best describes your professional experience in accounting and/or financial reporting?

+ Less than four (4) years' experience

+ Four (4) years' experience

+ Five (5) years' experience

+ Six (6) years' experience

+ More than Six (6) years' experience

+ I have no experience

06

Please indicate how many years of verifiable hands-on experience you have performing reconciliations.

+ Less than 1 year

+ 1 year, but less than 2 years

+ 2 years or more

+ I have no reconciliation experience

07

Please check all that you have verifiable hands-on experience performing:

+ Journal entry input and reconciliation to record financial activity

+ Familiarity with 3rd party vendor management functions

+ Working with vendors to collect outstanding balances

+ None of the above

08

What is your level of proficiency in Microsoft Excel?

+ Basic Microsoft Excel: Open files and use page setup, enter, correct, and save data, use the menu commands, format cells, rows, and columns, understand navigation and movement techniques, use simple arithmetic functions in the formulas, access help, modify a database and insert data from another application, print worksheets and workbooks.

+ Intermediate Microsoft Excel: Create, modify, and format charts, use graphic objects to enhance worksheets and charts, filter data and manage a filtered list, perform multiple-level sorting, use sorting options, and design considerations, use mathematical, logical, statistical, and financial functions, group and dissociate data and perform interactive analysis, create and modify some Macro commands

+ Advance Microsoft Excel: Customize the work area, use advanced functions (Names, VLOOKUP, IF, IS), work with Pivot Tables, use spreadsheet Web components, manage Macro commands: concepts, planning, operations, execution, modification, interruption, use personalized toolbars, perform some programming in VBA.

+ I have no experience

09

What is your level of proficiency utilizing SAP Financial Systems?

+ Beginner

+ Intermediate

+ Advanced

+ I have no experience utilizing SAP Financial Systems

10

If you indicated that you have SAP Financial Systems experience to question #9, briefly describe your experience utilizing SAP Financial Systems and Accounts Receivable functions. If no experience, please indicate "N/A". (Please note: stating 'See Resume' will delay your application process.)

11

Please describe your experience working with or analyzing local government corporations (LGC), city nonprofit agencies, component units (CUs)?

12

Please describe your experience with audit reports of all local government corporations (LGC), city nonprofit agencies, component units (CUs). (See resume is not acceptable, if no experience please insert N/A)

13

Please describe your experience with Generally Accepted Accounting Principles (GAAP), various pronouncements issued by Governmental Accounting Standards Board (GASB)?

14

Are you currently a City of Houston Finance employee?

+ Yes

+ No

Required Question