This is fiscal analysis work at the full performance level conducting feasibility studies and research for long range, fiscal programs that impact multiple City departments or agencies. Compiling information concerning financial planning of various programs and the investigation of the financial implication of these programs are significant aspects of the work. Employees in this class perform an interpretive service in the long range capital and operating programs of the city. Employees in this class may also perform grant budgeting analysis work leading the work of lower level employees and acting as liaison with the federal government as an authorized user of the federal grant payment management systems. Work is performed under the direction of an administrative superior.


ALLOCATING FACTORS:  The following conditions must be met for a position to be allocated to this class.)


1.    Must be employed in a department with an operating and/or capital budget that is large enough to have significant impact on the City's operating and capital budgets.

2.    Must be responsible for a budget that has City wide implications such as city owned facilities, transit, fleet maintenance, public utilities, or delivery of health and welfare services.




·         Compiles information concerning financial planning of various city programs such as redevelopment, urban renewal, transit, comprehensive planning, fleet maintenance, parts and labor costs, taxation, utilities; investigates financial implications of these programs with regard to sources of funds, type of financing, impact on operating budgets, revenue possibilities, grant awards,  and related development programs to annual and long term financing; analyses information; compiles and presents most appropriate information in narrative, statistical, and/or graphic form.

·         Reviews capital programs as they relate to debt limitation statutes, ordinances and regulations; makes year-by-year analyses of anticipated revenues and expenditures; determines financing methods that can be used within debt limitations; prepares recommendations and programs for financing projects.

·         Analyzes financial reports of various governmental and quasi-governmental agencies associated with the city; evaluates investment levels, ability to meet operational cash requirements, levels of inventories and other data; prepares report on sources and application of funds.

·         Analyzes, processes, and monitors federal grant reimbursements according to the legal terms of grant awards; performs accurate accounting and reporting for grant reimbursements in accordance with the grantors and the Finance Department; acts as liaison with the federal government as an authorized user of the federal payment management systems regarding reporting, reimbursement, and reconciliation responsibilities.

·         Reviews, establishes and installs accounting systems for independent agencies associates with the city; devises and sets up accounting procedures based on the type of business conducted by the agency.

·         Participates in devising new governmental fiscal concepts, programs and projects.

·         Responsible for charge-back expenses to other departments. Monitors current economic indicators and trends, and financial data relating to assigned projects.

·         Analyzes and evaluates a variety of fiscal statements and statistical reports and explains the spending implications to administrators; alerts senior managers when their individual budgets are developing trends that could lead to deficits.

·         Performs related work as required.






·         the principles and practices of municipal fiscal administration

·         research methods, techniques, and standard sources of information as they relate to finance administration

·         the principles, practices of public administration with particular reference to governmental finance, accounting and budgeting

·         the methods and techniques used in capital and operating budget formulation and administration

·         principles, practices and techniques of accounting in accordance with Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB) and Financial Accounting Standards Boards (FASB) as they relate to the establishment of accounting and financial control systems

·         the principles and practices of city and regional planning, if required by work assignment

·         Federal and State grant reporting regulations, if required by work assignment

·         Federal, State, and local grant auditing requirements, if required by work assignment





MINIMUM ACCEPTABLE TRAINING AND EXPERIENCE (The following statement represents the minimum training and experience standards which will be used to admit or reject applicants for tests. Applications submitted by candidates for this class will be reviewed based on training and experience requirements as approved on 1/17.)




Completion of a bachelor's degree program in business administration, economics, finance, public administration, accounting, or closely related field at an accredited college or university.






Two years of accounting, administrative, budget or fiscal experience.






Option 1:


Two years of experience at or above the full performance level analyzing, compiling, evaluating, interpreting, or researching financial or statistical data in one of the following areas:


1.    Financial Administration

2.    Operations

3.    Auditing




Option 2:


Two years of accounting experience at or above the advanced performance level preparing financial statements or developing, implementing, and evaluating accounting systems.



Any equivalent combination of education and experience determined to be acceptable by the Office of Human Resources, which has included completion of a bachelor’s degree as indicated above.


City of Philadelphia classes that typically meet the specific experience requirements:


Administrative Specialist 2 (2L17/2L32) (Positions in Budget/Financial Assignment only)

Auditor 2 (2A42)

Contracts Auditor 2 (2A66)

Departmental Accounting Systems Specialist (2A19)

Financial Accountant (2A09)

Research and Information Analyst 1 (Fiscal Specialty Only) (2F21)

Utility Financial Analyst (2F33)




Ability to physically perform the duties and to work in the environmental conditions required of a position in this class.


Class Established - 5/1958

Spec. Revision: 1/05

Spec Revision: CSC – 2/10; Ad. Board – 3/10

Latest Spec Revision: CSC – 12/16; Ad. Board – 1/17