Financial Data & Systems Analyst

Financial Data & Systems Analyst

The Financial Data & Systems Analyst serves as a technical and analytical resource for the City's financial systems, budget databases, forecasting, and enterprise reporting. This position administers and maintains financial management systems, develops and analyzes complex financial data, and creates automated reports, dashboards, and key performance indicators (KPIs) that support budget development, long-range financial planning, and executive decision-making. Working collaboratively with Finance, Information Technology, and City departments, the Financial Data & Systems Analyst improves business processes through data integration, automation, and advanced analytics while ensuring the integrity, security, and reliability of the City's financial information.

Essential Job Functions

Financial Systems Administration

• Serve as an administrator for the City's budget, forecasting, and financial management systems.
• Maintain complex financial databases containing operating, capital, personnel, grant, and project budget information.
• Configure and maintain system workflows, business processes, and user access.
• Coordinate software upgrades, testing, implementation of new functionality, and customer relationships.
• Troubleshoot financial system issues and provide technical support and training to Finance staff and departmental users.
• Develop and maintain system documentation, business procedures, and user training materials.
• Evaluate existing financial systems and recommend enhancements that improve efficiency, reporting capabilities, and data integrity.

Enterprise Financial Data Management

• Adopt and maintain enterprise financial databases supporting the City's operating budget, capital improvement program, grants, debt, and long-range financial plans.
• Develop and maintain financial data models supporting revenue forecasting, expenditure analysis, personnel budgeting, capital planning, and financial performance measurement.
• Collect, validate, reconcile, and maintain large financial datasets from multiple enterprise systems while ensuring data accuracy and consistency.
• Design and implement automated data validation processes to improve data quality and reduce manual processing.
• Develop SQL and DAX queries, data extracts, integrations, and automated workflows supporting financial reporting and analysis.
• Monitor financial data quality across multiple systems and recommend corrective actions when discrepancies are identified.
• Develop standards and procedures for financial data governance, documentation, and reporting consistency.

Budget Management & Financial Analysis

• Support development and administration of the City's annual operating and capital budgets.
• Develop and maintain multi-year financial forecasts projection models, and scenario analyses.
• Monitor revenues, expenditures, personnel costs, grants, and capital tracking throughout the fiscal year.
• Analyze budget trends, financial variances, and organizational performance to identify opportunities, risks, and emerging issues.
• Assist departments with budget preparation, financial planning, forecasting, and performance measurement.
• Develop financial models supporting strategic planning and long-range financial sustainability.

Business Intelligence & Reporting

• Develop, maintain, and enhance executive dashboards, financial reports, and enterprise key performance indicators (KPIs).
• Design automated reporting solutions that improve efficiency and reporting accuracy.
• Produce recurring and ad hoc financial analyses for internal and external stakeholders.
• Utilize data visualization techniques to communicate financial information clearly and effectively.
• Develop interactive dashboards supporting departmental performance and organizational decision-making.

Process Improvement & Innovation

• Identify opportunities to automate budgeting, forecasting, reconciliation, and reporting processes.
• Lead initiatives that improve financial reporting efficiency through technology and process redesign.
• Research emerging technologies, analytics tools, and financial reporting best practices.
• Participate in cross-functional projects supporting enterprise data management and organizational performance improvement.

Other Duties

• Perform other related duties as assigned.

Minimum Qualifications

Education and Experience:

• Requires a Bachelor's Degree in Business, Finance, Data Analytics, Public Administration, Economics, or a related field from an accredited institution; three years of progressively responsible experience in financial planning and analysis, data analytics, project management, or performance improvement; or an equivalent combination of education, training, and experience.

Licenses or Certifications:

• Must possess a valid State of Georgia Driver's License or obtain one within 90 days.
• Master's Degree and professional certifications such as Six Sigma, PMP, dashboard creation, or similar credentials are preferred.

Knowledge, Skills, and Abilities

• Knowledge of performance management frameworks, strategic planning processes, and business process improvement methodologies applicable to municipal operations.
• Demonstrated ability to assess, improve, and redesign operational processes to enhance efficiency, effectiveness, and service delivery.
• Ability to understand the operations, workflows, and business functions across various city departments and apply that knowledge to support analysis, planning, and continuous improvement initiatives.
• Knowledge of quantitative and qualitative analysis techniques, statistical methods, and forecasting models to inform executive-level decision-making.
• Proficiency in Microsoft Office Suite with advanced expertise in Excel and PowerPoint, and demonstrated experience using data visualization platforms such as Power BI or Tableau.
• Familiarity with statistical and analytical tools such as SPSS, SQL, Minitab, or comparable software for evaluating large datasets and producing evidence-based insights.
• Understanding of enterprise systems and the ability to use or learn financial and operational platforms (e.g., Munis, PeopleSoft, Workday).
• Strong analytical and critical thinking abilities, with the capacity to interpret complex data and convert findings into actionable recommendations.
• Excellent written and verbal communication skills, with the ability to tailor content for technical and non-technical audiences, including senior leadership and elected officials.
• Strong project management skills, with the ability to plan, prioritize, and manage multiple initiatives simultaneously under minimal supervision.
• High attention to detail and accuracy in reporting, data interpretation, and process documentation.
• Ability to build collaborative relationships with staff at all levels and foster a culture of innovation and continuous improvement.
• Strong integrity, discretion, and professionalism when handling confidential or politically sensitive information.
• Commitment to public service, operational excellence, and data-informed governance and community affairs is preferred.

The work is sedentary to light work requiring the ability to exert light physical effort, including occasional lifting, carrying, pushing, and pulling of light materials (up to 10 pounds). Tasks involve extended periods at a keyboard or workstation and require the ability to communicate effectively both orally and in writing.

Work is typically conducted in environments free from adverse conditions. Occasional evening and weekend work is expected to support mayoral events and city functions.

The City has the right to revise this job description at any time. This description does not constitute a contract of employment.

The City of Roswell, Georgia, commits to a policy of equal employment opportunity for applicants and employees, complying with local, state, and federal laws. The City's policy is to employ qualified persons without discrimination regarding race, creed, color, religion, age, sex, country of national origin, marital status, disability, sexual orientation, gender identity, genetic information, political affiliation, ethnicity, or status in any other group protected by federal/state/local law.