Senior Financial Analyst

Schedule: Full-time

Timely processes and submits the pension regular and supplemental contribution files and payments to the Ohio Public Employee Retirement System (OPERS); liaisons with other state agency payroll staff to resolve errors and discrepancies; prepares and reconciles reports and payments for other public pension systems such as the Ohio Highway Patrol Retirement System (HPRS) and State Teachers Retirement System of Ohio (STRS); processes purchased service credits for the various public pension systems; processes pension-related settlement agreements and refunds, including communicating with HRD Payroll, pension systems, agency staff, and employees OPERS refunds as needed; prepares, reconciles, and submits annual and periodic reports required by public pension systems; responds to audit inquiries related to public pension reports, payments, and refunds; receives completed Independent Contractor/Worker Acknowledgment forms (PEDACKN) from various state agencies and timely submits to OPERS.

Timely prepares, reconciles, and submits employer tax withholding data, reports, and tax returns to local, state, and federal entities including but not limited to the Internal Revenue Service (IRS), Regional Income Tax Agency (RITA), the Central Collections Agency (CCA), the State of Ohio Department of Taxation, and other states, municipalities, and entities; receives and responds to inquiries from jurisdictions related to tax payments and returns and troubleshoots and resolves discrepancies between owed and paid amounts; prepares and mails/submits W2 information to jurisdictions as needed; timely prepares, reconciles, and submits Bureau of Workers Compensation (BWC) premium contribution files after each pay period; prepares and distributes reports to various entities regarding deductions for items such as union dues, life insurance, etc.

Processes Employee Development Fund (EDF) requests in accordance with program policies; monitors the EDF email account and responds to inquiries in a timely fashion; liaisons with the Human Resources Department’s (HRD) Office of Talent Management for guidance as needed; prepares and submits materials for EDF appeals to HRD for adjudication; monitors the budgets for professional development and provides budgetary and performance reports as needed/instructed.

Performs reconciliation of payroll deductions for each pay period; works with HRD Payroll to troubleshoot and resolve payroll deductions as needed.

Processes invoices and prepares vouchers for various payments made from the PAY Funds including, but not limited to, claims invoices and pension contributions; processes stop payments or reissuances of various payments as needed and responds to customer/vendor inquiries related to payments; processes deposits of various checks and payments to the PAY Funds; processes requisitions for benefits insurance providers and other services utilized by PAY Funds.

Prepares and reconciles various financial reports including, but not limited to, monthly financial reports from benefits providers (TMFRs), a monthly reconciliation of the OPERS bank account, trial balances and financial statements for the Health Benefit and Disability Benefit Funds, and other reports as needed; monitors PAY Fund budgets, prepares budgetary reports as requested; identifies, prepares, and submits requests for appropriation transfers and/or increases to ensure sufficient funding for program budgets.

Works on special projects & other duties as assigned by supervisor; responds promptly to telephone calls/messages & other customer service requests; files information/data on current events; attends any required training to keep abreast of changes in policies & procedures; attends staff meetings; perform other duties as assigned.

42 mos. exp. or 42 mos. trg. in accounting &/or finance to include an advanced level of experience in spreadsheet software.

-Or completion of undergraduate core program in business administration, accounting, finance or related field; 18 mos. exp. or 18 mos. trg. in accounting &/or finance to include an advanced level of experience in spreadsheet software.

-Or completion of graduate core program in business administration, accounting, finance or related field; 6 mos. exp. or 6 mos. trg. in accounting &/or finance to include an advanced level of experience in spreadsheet software.

-Or 12 mos. exp. as Financial Analyst, 66562.

-Or equivalent of Minimum Class Qualifications for Employment noted above. NOTE: Successful completion of the Fiscal Academy may be substituted for 4 mos. of required accounting/fiscal experience referenced in this portion of the minimum qualifications.

Job Skills: Accounting and Finance