Financial Analyst III - Finance & Risk Management

The Financial Analyst III within the Departmental Analysis Division of Finance & Risk Management supports the preparation and administration of annual county budgets, performs data analysis, produces monthly forecasts, and monitors budget performance.

Responsibilities

• Performs countywide and department level financial studies to assess current and forecasted fiscal and operational trends, offering recommendations for new programs or service expansions.
• Collects, analyzes, and prepares financial and operational reports, including underlying assumptions, methodologies, findings, and recommendations to inform decision-making.
• Forecasts revenues and expenditures, conducts financial impact analyses, and builds forecasting models and tools to project budget trends, guide budgeting decisions, and ensure accuracy and long-term sustainability of estimates.
• Reviews and monitors designated county contracts (expense and revenue) to assess financial impact and reports findings.
• Prepares, reviews, and evaluates countywide and departmental budget requests, including operating budgets and Capital Improvement Program proposals.
• Analyzes and recommends funding levels for departmental CIP requests and assesses new and amended CIP budget proposals.
• Updates countywide and departmental budgets to reflect changes in operations, funding levels, and other adjustments as necessary.
• Monitors and evaluates the fiscal performance of operational and CIP budgets, providing recommendations for adjustments or improvements based on findings.
• Analyzes the fiscal impact of changes to federal, state, and local legislation and incorporates those impacts into budget planning.
• Designs economic models for forecasting departmental expenditures and revenues, identifies anomalies, and prepares reports on long-term financial projections.
• Participates in budgeting system design, development, and testing, including the preparation of budget books, and assists with tax duties such as gathering property tax rate data.

Technologies

The position uses Workday, Adaptive planning software, and Microsoft Excel.

Essential Functions

The following functions are representative and may vary by department. The list is illustrative and not exhaustive.

• Conducts countywide and departmental financial studies to analyze current and projected fiscal and operational matters, and provides recommendations for new programs or service expansions.
• Gathers, analyzes, and prepares financial and operational reports, including assumptions, methodologies, findings, and recommendations to support decision-making.
• Performs revenue and expenditure forecasting, financial impact analyses, and develops forecasting models and software tools to project budget trends, guide budgetary decisions, and ensure the accuracy of financial estimates and long-term sustainability.
• Reviews, monitors, and evaluates designated county contracts (expense and revenue) to assess their financial impact and reports findings.
• Prepares, reviews, and evaluates countywide and departmental budget requests, including operating budgets and CIP proposals.
• Analyzes and recommends funding levels for departmental CIP requests and assesses new and amended CIP budget proposals.
• Updates countywide and departmental budgets to reflect changes in operations, funding levels, and other adjustments as necessary.
• Monitors and evaluates the fiscal performance of operational and CIP budgets, providing recommendations for adjustments or improvements based on findings.
• Analyzes the fiscal impact of changes to legislation at federal, state, and local levels and incorporates those impacts into budget planning.
• Designs economic models for forecasting departmental expenditures and revenues, identifies anomalies, and prepares reports on long-term financial projections.
• Participates in budgeting system design, development, and testing, including the preparation of budget books, and assists with tax-related duties such as gathering property tax rate data.

Minimum Qualifications

• A bachelor’s degree from an accredited college or university in accounting, finance, economics, business, public administration, or a closely related field, as defined by the department head at recruitment, and two years of professional experience in accounting, auditing, financial analysis, financial management, or budgeting.
• A master’s degree or CPA designation may substitute for one year of the required experience.
• Equivalent combination of education and experience may be substituted.
• One year with Pima County in an Accountant II or Financial Analyst II level in Central Services, or a related position as determined by the department head at recruitment.
• Documentation of qualifying education and experience must be included in the Education and Work Experience sections of the application; resumes cannot substitute.

Preferred Qualifications

• Minimum of three years of experience in preparing, developing, and monitoring annual budgets.
• Experience researching, gathering, and analyzing financial data (projections, revenue and expense analyses, budget documents) and communicating findings, variance explanations, and recommendations to department leadership.
• Proficiency with Workday, Adaptive, and Microsoft Excel, including Pivot Tables, VLOOKUPs, and financial formula functions.

Selection Procedure

Pima County's Human Resources Department reserves the right to admit to the selection process only candidates who meet the minimum qualifications. Applications are evaluated based on the listed education and experience, and those meeting the minimum qualifications may be scored against the preferred qualifications. The hiring authority will interview and select the successful candidate from a referral list provided by Human Resources.

Supplemental Information

• Licenses and Certificates: Some positions require a valid Arizona Class D driver license at the time of application or appointment. Failure to maintain licensure may result in termination.
• Special Notice: The County requires pre-employment background checks. Successful candidates will undergo post-offer pre-employment screening to verify work history, education, and criminal history. A prior conviction does not automatically disqualify a candidate. Some positions may require a personal background investigation by court or law enforcement agencies.
• Physical and Sensory Requirements: Abilities will be determined by the position. Activities may include grasping, speaking in person and on the phone, and vision requirements for operating a motor vehicle.
• Working Conditions: Conditions will be determined by the position.
• Equal Employment Opportunity: Pima County Government is an inclusive employer and does not discriminate on the basis of race, color, religion, national origin, age, disability, gender, sexual orientation, or any other protected characteristic.