TWDB 27-07 Financial Analyst I-II

Only applicants who apply with a State of Texas application via the CAPPS online application system will be considered for this position. First time applicants will need to create an account in the CAPPS online application system at Please visit our job opportunities page at for more information about the Texas Water Development Board and answers to frequently asked questions. To view this position in greater detail visit the CAPPS online application system.

Texas Water Development Boards Mission - Leading the states efforts in ensuring a secure water future for Texas. 

The Texas Water Development Board (TWDB) offers competitive compensation and benefits package including medical dental vision 401(k) flexible spending and flexible work alternatives so you can have a work/life balance! For more information about these benefits and more visit Texas Water Development Board does not discriminate on basis of race color national origin sex religion sexual orientation age or disability in employment or provision of services programs or activities. 

**Must meet agency in-office requirements**

***Salary commensurate with experience and qualifications***

Financial Analyst I: $4264.00 - $4801.00

Financial Analyst II: $4802.00 - $5900.00 

GENERAL DESCRIPTION

Performs complex (journey-level) to highly complex (senior-level) financial analysis and regulatory work. Work involves compiling reviewing analyzing and evaluating financial data. Prepares reports and responds to inquiries. Interacts with applicants and guides their consultants during the funding process. Participates in outreach efforts to promote Texas Water Development Board (TWDB) funding programs and recommends appropriate action to ensure all projects meet the Boards credit standards and relevant state and federal program guidelines. Works under general to limited supervision with moderate to considerable latitude for the use of initiative and independent judgement. Reports to the Manager of the Application Department - Credit Review Department. 

ESSENTIAL JOB FUNCTIONS

• Reviews and analyzes financial applications to ensure compliance with established procedures requirements laws and regulations.
• Conducts security analysis and determines financial capacity of loan applicants.
• Ensures completeness of data and presence of supporting documentation.
• Coordinates and guides applicants and their consultants to obtain necessary information to analyze and prepare written recommendations for Board action.
• Participates in outreach efforts to promote TWDB financing programs.
• Participates in internal committees to represent RWPD business areas
• Contributes and participates as a member of an inter-disciplinary team.
• Coordinates efforts associated with closings and serves as internal and external point of contact for closings.
• Reviews bond orders and setting of interest rates for loan closings.
• Represents the Board and its programs to citizen groups and governmental agencies.
• Advises internal committees to improve processes and procedures as assigned by division director.
• Provides support for Essential Job Functions described above for additional Team Managers due to temporary staffing conditions as assigned by division director.
• Assists the Credit Manager and Water Supply and Infrastructure (WSI) management in identifying process improvements and areas within RWPD that need improvement or could be streamlined.
• Assists the Credit Manager and Team Lead in reviewing and preparing procedures and guidelines and in conducting training as necessary.
• Promotes an environment that encourages teamwork accountability professional development and improvement in performance.
• Maintains confidential and sensitive information.
• Ensures individual and team files (electronic and hard versions) are appropriately maintained and timely disposed of in accordance with the agencys records retention procedures and schedule. 
• Maintains required certifications and licenses and meets the continuing education needs and requirements of the position to include attending mandatory training courses.
• May be required to operate a state or personal vehicle for business purposes.  
• Performs other duties as assigned.  

Qualifications :

MINIMUM QUALIFICATIONS

• Graduation from an accredited four-year college or university with a bachelors degree  in Finance Economics Accounting Business Administration or a related field.
• Work Experience:
  • Financial Analyst I: Two years of financial analyst and/or regulatory experience.
  • Financial Analyst II: Seven years of financial analyst and/or regulatory experience.
• Relevant education and experience can be substituted for each other on a year-for-year basis. 

PREFERRED QUALIFICATIONS

• Previous experience with municipal finance or public sector entities.
• Two years of financial analysis and/or regulatory experience. 
• Experience analyzing financial statements budgets or Annual Comprehensive Financial Reports (ACFRs) 
• Knowledge of municipal bond structures debt issuance and credit risk assessment 

KNOWLEDGE SKILLS AND ABILITIES (KSAs)

• Knowledge of local state and federal laws and regulations relevant to the Application Department - Credit Review Department.  
• Knowledge of the principles and practices of public administration.
• Knowledge of TWDB financial assistance programs.
• Knowledge of finance administration and public finance.
• Knowledge of financial and industry terminology and practices.
• Knowledge of operating computers software applications and peripheral devices.
• Skills in using Microsoft Office programs such as Word Excel Access Outlook Teams and SharePoint.
• Skills in use of internet email word processing spreadsheet presentation and database software.
• Skill in preparing and maintaining accurate records reports documents and correspondence and meeting deadlines.
• Skills in the use of a computer and applicable software.
• Ability to maintain the security or integrity of critical infrastructure within Texas.
• Ability to meet agency in-office requirements.
• Ability to adhere to work schedules follow procedures with respect to leave and submit accurate timesheets by prescribed deadlines.  
• Ability to make mature objective decisions and identify areas of potential problems.  
• Ability to perform effectively and willingly when changes occur in scope and nature of the work and work environment.
• Ability to perform routine and non-routine work assignments accurately and on-time with little or no supervision.  
• Ability to perform assigned duties and improve work habits and/or output.  
• Ability to complete assigned work on time neatly and with infrequent errors.  
• Ability to interpret policies procedures and regulations.  
• Ability to provide prompt courteous and accurate assistance and clear and concise communication to all stakeholders both verbally and in writing.  
• Ability to work and cooperate with others in a team environment.
• Ability to manage multiple tasks.
• Ability to stand/sit/move to perform activities such as retrieve/replace files in a large file system for boxes up to 30 lbs.
• Ability and willingness to travel 25% of the time primarily within the State of Texas.  
• Ability to operate a vehicle (state or personal) for state business and maintain a drivers license and driving record that complies with state and agency requirements.
• Ability to work shifts that may exceed 8 hours including early mornings nights and weekends.
• Ability to train others. 

Additional Information :

All interested candidates should apply with a State of Texas application via the CAPPS online application system. First time applicants will need to create an account in the CAPPS online application system at Please visit our job opportunities page at for more information about the Texas Water Development Board and answers to frequently asked questions. To view this position in greater detail visit the CAPPS online application system.

Texas Water Development Board Stephen F. Austin Building

1700 North Congress Ave. Room 670 Austin Texas 78701

Please contact Human Resources for accommodation requests.

Phone:

Email: HR(AT)

Remote Work :

No

Employment Type :

Full-time