Financial Planning Forecaster

Overview

Salary Range: $63,401.31 - $75,000.00

General Description and Classification Standards: Performs complex revenue forecasting, budgeting, and analysis functions of the Department of Finance - Office of Revenue & Collections. Primary responsibilities include revenue forecast development, budget support, variance analysis, preparation, and communication of monthly financial reports for senior leadership. Acts as a resource to senior management and works on issues of diverse scope requiring analysis of multiple financial, economic, and policy-related factors.

Posting Expires: 1/30/26

Supervision Received: The Financial Planning Forecaster reports to the Revenue Director.

• Regularly monitor actual revenue performance against forecasted figures; identify variances and recommend forecast adjustments as necessary.
• Continuously evaluate the accuracy of forecasting models and refine methodologies to improve reliability over time.
• Perform city and state legislative analysis to assess fiscal impact to City revenue.
• Prepare and present financial and revenue data to various stakeholders, including senior leadership, government officials, department heads, finance committees, and the public.
• Conduct ad hoc financial analyses and lead special analytical projects as assigned.
• Collaborate closely with budget analysts and government officials to develop accurate revenue projections that inform budget development and policy decisions.
• Maintain awareness of relevant laws, regulations, and accounting standards that govern municipal finance to ensure compliance with forecasting and reporting practices.

Financial Reporting

• Assist with the preparation of monthly, quarterly, annual, and multi-year forecasts and budgets.
• Ensure integrity and accuracy of data used in financial models and systems.
• Compile, analyze, and report revenue data in support of internal and external reporting requirements.
• Apply statistical models, economic theories, and forecasting techniques to project revenues from various sources, including property taxes, sales taxes, fees, and other revenue streams.

Planning and Analysis

• Develop data-driven reports and presentations to support the strategic decision-making by the executive leadership team.
• Analyze financial data and build financial models to support long-term planning and operational decision-making.
• Perform revenue forecasting, reporting, and analysis of key financial and operational metrics.
• Build scenario-based financial models to assess the impact of changes in tax rates, economic conditions, population growth, and policy changes.
• Identify potential financial risks and uncertainties that could impact revenue streams, including changes in federal or state funding, economic downturns, or shifts in consumer behavior.
• Collaborate with departments such as Economic Development, Planning, and Public Works to understand cross-functional impacts on revenue and incorporate findings into forecasting models.

These statements reflect the general duties, responsibilities and competencies considered necessary to perform the essential duties and responsibilities of the job and should not be considered a detailed description of all the work requirements of the position. COA may change the specific job duties with or without prior notice based on the needs of the organization.

• Strong attention to detail and commitment to data accuracy.
• Knowledge of financial reporting, budgeting, and forecasting tools and methodologies.
• Ability to sift through large volumes of data and develop logical, actionable conclusions.
• Must be comfortable presenting complex financial information to executive management and stakeholders on a regular basis.
• Demonstrated passion for improvement and process enhancement.
• Strong analytical, problem solving, and decision-making skills.
• Strong reporting, organizational, and documentation skills.
• Excellent time management skills with the ability to meet multiple deadlines.
• Self-motivated, proactive, and ability to work independently.
• Ability to process numerical data quickly and accurately.
• Excellent written and verbal communication skills.
• Ability to manage and prioritize tasks and balance short term and long-term deadlines.

• Bachelor's degree in Accounting, Economics, Finance, Business Administration, or a related field; OR any equivalent combination of education, training, and experience that provides required knowledge, skills, and abilities.
• Five or more years of professional experience in financial forecasting, analysis, or budget development.
• Demonstrated progressive experience in financial, budgetary or analytical roles.
• Highly proficient in MS Office, particularly Excel and PowerPoint.
• Strong presentation and communication skills.

• Master's degree in Accounting, Economics, Finance, Business Administration, or a related field.
• Municipal finance and government experience.
• Experience…