Financial Analyst

Financial Analyst
City of Lakewood Finance Department
 Lakewood, Colorado
Job Description

This position will remain open until filled. You are encouraged to apply as quickly as possible, as this posting may be taken down at any time.

The Financial Analyst is a business partner to the organization(s) they support. This role is responsible for compiling and analyzing financial information in support of multiple City departments and programs. Additionally, the role will be involved in the annual budget process and completion of the comprehensive City budget document. It is expected that the candidate can leverage financial techniques and analysis, information systems and tools, and critically think to validate financial information, prepare accurate forecasts, create and manage reports and dashboards, and provide informed and insightful recommendations to management.

Major Tasks, Duties, and Responsibilities

Incumbent is accountable for all duties of this job and other projects and responsibilities may be added at the City’s discretion. Employees must be able to perform the essential duties of this job with or without a reasonable accommodation.

  • Develops integrated financial analyses, forecasting and reporting.
  • Supports financial modeling and preparation of financial plans for strategic planning and annual operating budget.
  • Supports generation of monthly departmental dashboards including detailed Key Performance Indicators (KPIs) and provides insightful budget variance analysis.
  • Acts as back-up administrator of the Adaptive Insights budget and reporting application.
  • Identifies trends and opportunities to either improve processes or financial performance.
  • Develops successful working relationships with budget coordinators and staff across City departments.
  • Supports preparation of presentations to management and City Council.

This job description may not be all inclusive. Employees are responsible for all other duties as assigned. Employees must be able to perform the essential duties of this job with or without a reasonable accommodation.

Reporting Relationships

  • Supervision Received: Budget & Financial Strategy Manager
  • Supervision Exercised: None

Essential Qualifications

Education and Experience

  • Education: Bachelor’s degree in Finance or a related field. MBA preferred.
  • Experience: Three or more years of experience in budgeting and financial planning, or equivalent combination of education and experience.\

KSA's and Physical/Mental Reqs

  • Sound knowledge of Generally Accepted Accounting Principles, Governmental Accounting Standards, and fund accounting.
  • Possess a high degree of attention to detail, accuracy, and the ability to gain understanding and find solutions to problems.
  • Knowledge of governmental budgeting, strategic planning, and general ledger accounting, payroll and other financial processes.
  • High proficiency in the use of computers, financial software applications, and Microsoft Office application programs including Excel, Power Point, Word and Access.
  • Ability to analyze situations quickly and objectively to determine proper courses of action.
  • Excellent customer service skills in the areas of communication, problem analysis’ and interpersonal relations.
  • Possess excellent written and verbal communications skills to interact with individuals both within and outside the organization.
  • Ability to demonstrate those strong communication skills communicating with technical and non-technical management, coworkers, and users.
  • Organize work and manage assignments efficiently and handle all assigned responsibilities with professional care and competency.
  • Ability to work independently and as a team member.

Technology Skills

  • Experience with Adaptive Insights or other budgeting and reporting applications and ERP systems.
  • Advanced Microsoft Excel skills with extensive experience with complex formulas and analysis.



All Lakewood employees are expected to work and complete all tasks in a safe manner consistent with training, standard operating procedures, City or Department policies, and common sense. Working in a safe manner includes the use of personal protective equipment (PPE) and complying with all City and/or Department safety rules. Horseplay on-the-job is strictly forbidden. The failure to work in a safe manner, use PPE, follow standard operating procedure or comply with a safety rule will result adverse employment consequences ranging from verbal discipline to termination from employment, including any applicable reduction in benefits under the Colorado Workers’ Compensation Act. Employees are also expected to encourage safe work practices by all co-employees, and to report any unsafe work practices immediately to a supervisor.

LIGHT WORK: Exerting up to 30 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for Sedentary Work and the worker sits most of the time, the job is rated for Light Work