General Summary

$76,650- $102,696
This position is onsite.

The anticipated start date for this position is mid-September.

What excites you about using financial strategy and data to shape the future of a large organization? If you enjoy turning complex financial information into meaningful insights, influencing high-level decisions, and driving continuous improvement, this role offers the opportunity to make a lasting impact on Oakland County's financial success.

What You'll Do
• Partner with the Chief Financial Officer (CFO) and executive leadership to develop long-term financial strategies that support Oakland County's goals and priorities.
• Analyze financial performance, economic trends, budgets, and forecasting data to provide strategic recommendations and support executive decision-making.
• Develop and maintain financial models using modified accrual accounting principles to evaluate organizational performance and future financial outlook.
• Prepare and present comprehensive financial reports, presentations, and analyses for executive leadership, credit rating agencies, bondholders, and other key stakeholders.
• Evaluate credit market conditions and assist in financing strategies, debt management, and other long-range financial initiatives.
• Collaborate with departments, courts, commissions, offices, and the Board of Commissioners by providing financial analysis and guidance related to budgets, revenues, expenditures, and operational planning.
• Identify opportunities to improve financial processes by leveraging technology, including Workday, , AI tools, and the Microsoft Office Suite.
• Coordinate and manage compliance reporting to ensure adherence with all applicable State and Federal financial regulations.
• Support organizational initiatives through data-driven recommendations that improve financial operations, transparency, and long-term sustainability.

Why You'll Love It
• Play a key role in shaping the financial strategy of one of Michigan's largest counties.
• Work directly with executive leadership on high-impact financial planning and organizational initiatives.
• Influence important decisions through advanced financial modeling, forecasting, and data analytics.
• Lead process improvements by utilizing innovative technology and modern financial systems.
• Build relationships across departments while supporting projects that positively impact Oakland County residents and services.
• Contribute to the county's long-term financial stability through strategic planning, compliance, and continuous operational improvement.

Minimum Qualifications

EXPERIENCE, TRAINING, KNOWLEDGE, SKILLS & ABILITIES

REQUIRED MINIMUM QUALIFICATIONS

1. Possess a Bachelor's degree from an accredited college or university with a major in Accounting, Finance, Economics, or a closely related field.

2. Have had three (3) years of full-time work experience in financial analysis, economic analysis, or related area.

NOTE: A Master's degree in one of the fields listed above may be substituted for two (2) years of the work experience described above.

ESSENTIAL JOB FUNCTIONS

Researches, develops and makes recommendations on financing and long-term strategic plans that meet the goals and objectives of Oakland County.

Analyzes budget versus actual performance within Workday Adaptive Planning and provides actionable insights.

Drives process enhancement initiatives and develop strategic, forward-thinking recommendations to improve efficiency, effectiveness, and alignment with organizational goals.

In collaboration with the Procurement Division Strategic Sourcing Agents supports contract development, negotiations, and execution.

Manages financial activities in accordance with modified accrual accounting standards.

Performs advanced word processing, proofreading, and editing to database and spreadsheet applications to generate preliminary financial scenarios, summaries and presentations to county leadership, credit rating agencies, governing bodies, bondholders and other key internal and external stakeholders.

Compiles demographic and debt information for municipal bond disclosure documents and key internal and external stakeholders.

Creates agendas, participates in, and summarizes stakeholder group calls or meetings. Makes proactive recommendations to the CFO and their designee(s) and other internal and external stakeholders based on financial and data analysis, including making presentations of such recommendation(s) as requested.

Assists with the review of documents and financial obligations for leases, agreements, presentations for rating agencies, bond offerings, and meetings with internal and external stakeholders.

Ensure transaction details are recorded properly, and other data management and regulatory compliance related tasks.

Monitors and reports on newly mandated county activities emanating from federal or state legislation to ensure adequate compliance as required by the Michigan Constitution, state law or federal law or the IRS Code.

Performs Continuing Disclosure due diligence and ensures compliance with Securities and Exchange Commission (SEC) Rule 15c2-12, if necessary.

In collaboration with the CFO and their designee(s) completes required Municipal Securities Rulemaking Board (MSRB) Electronic Municipal Market Access (EMMA) filings, if necessary.

Performing financial data analysis and reporting utilizing the Workday Financial Management System to optimize processes and ensure compliance.

As directed, assists in the maintenance of the performance management platform and collection of data related to Key Performance Indicators (KPIs) or Objectives and Key Results (OKRs).

Capable of developing, maintaining, and publishing reporting and dashboards as required.

Responsible for completing on-going training at the county's expense in the following areas: Government Finance, Accounting, Technology, and other applicable training as assigned.

ADDITIONAL DUTIES & RESPONSIBILITIES

As needed, attends and reports to management on fiscal activities of Board of Commissioners' standing committees that impact the budget, projects, and initiatives.

As needed, serves as the CFO's delegate at meetings.

Assists in internal control testing over financial reporting and assists in overseeing fund, grant and debt accounting documents.

Assists with rating-agency data requests.

Performs other duties as assigned.

Complies with all policies and standards.

Utilizes current countywide and/or department specific software to complete assignments.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS

Ability to communicate work-related information clearly and professionally.

WORKING CONDITIONS

Work is performed in a typical office environment.

May be required to travel to various locations and attend meetings outside of normal business hours.

IMPORTANT NOTE: The primary purpose of this job description is to set a fair and equitable salary range for this job classification. Generally, only those key duties necessary for proper job evaluation and/or labor market analysis have been included. Other duties and responsibilities will be assigned by the supervisor.

ADDITIONAL DESIRABLE QUALIFICATIONS

Exceptional attention to detail and strong communication and organizational skills with the ability to prioritize and complete multiple tasks under strict deadlines.

Considerable mathematical, statistical, computational, analytical and research abilities.

Considerable ability to gather and analyze necessary data to identify relevant issues, accurately define the objective and formulate and evaluate alternatives to recommend a solution.

Considerable skill and experience using Microsoft Word, Excel and PowerPoint; working knowledge of financial functions, formulas, macros, etc. Exceptional knowledge of and ability to utilize Pivot Tables, Power BI, Outlook, AI, and other databases and Internet software.

Considerable ability to conduct in-depth research and deliver clear, well-structured presentations that effectively communicate insights and recommendations.

Considerable ability to collaborate effectively with internal and external stakeholders, fostering strong relationships to achieve organizational objectives.

Considerable understanding of performance metrics, especially Key Performance Indicators (KPIs), Objectives and Key Results (OKRs) and the Envizio platform.

Ability to work, travel, and attend meetings outside normal business hours.

Additional Minimum Qualifications

Union*

*If applicable