Financial Analyst I

Salary: $62,653.50 Annually
Location : San Antonio, TX
Job Type: Full-Time
Job Number: 2016-02098
Department: Ops Support (HR Use ONLY)
Opening Date: 11/15/2023
Closing Date: 11/30/2023 5:00 PM Central
Description
The Financial Analyst I is a non-supervisory position that oversees the financial position and monitors the assigned program of the Assisted Housing Program, Public Housing, Beacon, or Community Development Initiatives. This role is crucial for preparing departmental budgets, assisting with housing/grant applications, and submitting financial reports related to program funding. The Financial Analyst I performs scenario analysis, as well as statistical, cost, financial analysis, and prepares the subsequent narrative analysis for management's review.
Examples of Duties
The position duties and responsibilities listed below describe the general nature and scope of work. Other responsibilities, duties, and skills may be required and assigned, as needed. These essential functions require a consistent presence in the work environment on a regular basis and regular attendance must be maintained.
Administrative Support:

• Provides comprehensive financial management, including recording bad debt payments, reviewing the requests for resident refunds, maintaining tenant collection accounts, and designing forms to assist staff.
  
• Facilitates staff training on specialized systems reports.
  
• Monitors and keeps up with the regulatory changes, ensuring compliance with local, state, and federal regulations, as well as the Opportunity Home policies and procedures.

Collaboration and Meetings:

• Actively participates in meetings and coordinates financial discussions across various departments.
  
• Assists in researching and compiling information for grant applications.
  
• Serves as a financial representative in meetings, fostering effective working relationships with internal and external stakeholders.

Budgeting:

• Collaborates with property management to prepare and review annual budgets.
  
• Assists in budget preparation by researching operational and expenditure fluctuations and prepares the draft budget for leadership review.
  
• Handles data management for operating, capital, and extraordinary maintenance budgets.

Financial Monitoring and Review Variances:

• Regularly reviews financial and occupancy data to identify and explain variances.
  
• Monitors costs and funding sources to ensure adherence to approved budgets and compliance with all financial requirements.
  
• Conducts payroll reviews, manages personnel change notifications, and requests reclassification of expenses for budget performance.
  
• Utilizes historical information to prepare financial impact analyses and forecasts data for departmental use.

Financial and Data Reporting & Narrative:

• Prepares regular production reports, and presents key performance indicators for the properties or the programs.
  
• Manages department's financial reporting to HUD Voucher Management System (VMS) and MTW metrics.
  
• Prepares and submits various reports, including narratives, for presentation to key stakeholders.
  
• Utilizes various software applications such as spreadsheets, databases or visualization tools to assemble,and format data or reports.

Behavioral Competencies
This position requires the incumbent to exhibit the following behavioral skills

1. Values Driven | Demonstrates an understanding of the values (Compassion, Equity and Excellence) and embodies the values in their work and interactions with residents, vendors, co-workers, supervisors, board members, community members, and other stakeholders.
   
2. Leadership | Provides direction to people and/or projects by clearly and effectively setting course of action for the assigned department staff and tasks; manages the planning, execution, and achievement of assigned department goals.
   
3. Customer Service | Responds with Compassion in a professional manner to the expectations and needs of internal and external customers; is friendly and helpful to all customers, fostering positive relationships while providing Excellent service.
   
4. Effective Use of Information | Communicates important information to those who need to know clearly, securely, effectively, orally and/or in writing; proactively exchanges accurate and timely information.
   
5. Commitment and Continuous Improvement | Sets the standard for Excellence by proactively pursuing innovation through systematic experimentation and learning. Corrects mistakes by assessing appropriate processes, proposing adjustments, and prioritizing long-term solutions.
   
6. Teamwork | Balances team and individual responsibilities; exhibits Compassion, objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; supports everyone's efforts of Excellence; attends, supports, and participates in the organization's team building events.
   
7. Responsiveness and Accountability | Demonstrates a high level of Excellence and holds oneself personally responsible for one's own work; complies with procedures and directives and understands the importance of maintaining and managing confidential information; recognizes and anticipates issues and provides a responsive resolution in a timely manner.

Typical Qualifications
Education
Required

• Bachelor's Degree (BA) from an accredited four-year college or university in Finance, Accounting, Business Management, or a related field.

Experience
Required

• Intermediate to advanced skill in Microsoft Excel and Google Sheet skills including, but not limited to, function arguments / input, pivot tables, power query, VBA & macros, etc.
  
• Strong knowledge in the use of financial software including database, spreadsheet, and presentation applications.
  
• Must have the ability to learn and use cloud applications such as Google GSuite applications to include but not limited to: Google Chrome Browser, Gmail, Drive, Calendar, Docs, Sheets and Slides. Understanding document sharing and collaboration in the cloud. Experience and proficiency with Microsoft Office 365, cloud accessible applications to include but not limited to: One drive, Outlook, Word, Excel and Powerpoint or MAC or PC desktop equivalent is acceptable.
  
• Upon meeting minimum requirements, applicants will be given entry-level Accounting and Excel assessments before a panel interview will be scheduled.
  
• Successful completion of a criminal history background check, education, and work history verification, and drug screening test.

Preferred Education and Experience

• Two (2) years of progressive responsibility required in a related field.
  
• Master's Degree (MA) from an accredited four-year college or university in Finance, Accounting, Business Management, and or related field.
  
• Intermediate to advanced knowledge of database software programs such as SQL, R & Python, and similar programs.
  
• Experience with HUD programs and budget process preferred.

License + Certificates
Required

• Texas Class "C" driver's license at the time of placement and be insurable by the Housing Authority's liability and fleet insurance carrier.
  
• Rent Calculation Certification: Depending on the assigned program, you may be required to earn the Rent Calculation Certification within 18 months, provided that the necessary training is available. A maximum of three attempts is permitted for successful completion.
  
• Housing Choice Voucher (HCV) Financial Management Certification: Depending on the assigned program, you may be required to earn the HCV Financial Management Certification within 18 months, provided that the necessary training is available. A maximum of three attempts is permitted for successful completion.
  
• Must have the ability to earn certifications as required by assigned tasks.

Technical Skills
To perform this job successfully, the employee should have

• Understands the Mission, Vision, and Values of the agency, and directs work within these guiding principles and operational framework.
  
• Knowledge of HUD programs, Federal, State and local laws, ordinances, policies and regulations relating to the assigned area of responsibility and ability to ensure compliance.
  
• Knowledge of and expertise in JD Edwards software system.
  
• Knowledge of Microsoft Office (Excel, Access, Word and PowerPoint) and Google Docs software.
  
• Ability to create and use computer spreadsheets and graphical presentations.
  
• Ability to prepare a variety of financial statements, reports, and analyses and maintain accounting and budgetary data & records.
  
• Ability to schedule and coordinate projects, set priorities, and adapt to changing priorities within established timelines.
  
• Analyze situations accurately and adopt an effective course of action.
  
• Work independently with minimal supervision.
  
• Communicate effectively both verbally and in writing.
  
• Establish and maintain cooperative and effective working relationships with others.

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
To perform this job successfully, the employee is frequently required to remain in a stationary position. Daily movements include sitting; standing; operating computers and other office equipment; walking and moving about the office and/or community property, and attending onsite and offsite meetings. The employee must be able to complete data entry, utilize various portals and communicate via email and verbally via telephone. The employee must occasionally transport up to 20 pounds.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Working conditions are primarily inside an office environment.
  
• Hearing and speaking to exchange information in person and on the telephone.
  
• Seeing to read a variety of materials and viewing a computer screen for extended periods of time.
  
• Dexterity of hands and fingers to operate a computer keyboard and calculator.
  
• Sitting for extended periods of time.
  
• Bending at the waist, kneeling or crouching.
  
• Walking during site visits or events.
  
• Occasional lifting and carrying light materials/objects of 5 pounds.

Office Environment

• The noise level in the work environment is usually moderate.
  
• Evening and weekend work may be required.

Outside Environment

• Subject to environmental elements when conducting visits to various sites or participating in outside events.

ADA Statement
In compliance with the Americans with Disabilities Act, the organization will make reasonable accommodation to the known disability of a qualified applicant or employee to enable people with disabilities to enjoy equal employment opportunities, if it would not impose an "undue hardship" on the operation of the employer's business.
Ethics
As a public agency, the organization is committed to maintaining the highest of ethical standards. Applicants selected for employment are expected to perform work responsibilities with the highest degree of integrity, professionalism and honesty, to merit the respect of our co-workers, clients, partners, vendors and the general public. Applicants selected for employment are also expected to serve the public with dedication, concern, courtesy and responsiveness.
Equal Employment Opportunity Statement
Opportunity Home is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, religion, gender (including pregnancy, gender identity and sexual orientation), national origin, age (40 or older), disability, or genetic information, marital status, veteran status, arrest record or any other characteristic protected by applicable federal, state or local laws. Opportunity Home is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment.
Disclaimer
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. This position specification is not an employment agreement or contract. Management has the exclusive right to alter this position specification at any time, without notice.
SUMMARY OF BENEFITS
INSURANCE PLANS
HEALTH INSURANCE - BLUE CROSS/BLUE SHIELD HEALTH PLAN
This is a voluntary benefit for the employees. Employees can choose from two PPO medical plans (750 & 1000). Opportunity Home contributes between 78-85% of the cost. This is effective on the 1st day of the month following the date of hire.
DENTAL INSURANCE - BLUE CROSS/BLUE SHIELD DENTAL PLAN (BLUECARE DENTAL)
This is a voluntary benefit for employees. Opportunity Home contributes 50% of the cost. This is effective on the 1st day of the month following the date of hire.
VISION INSURANCE - AVESIS