Confidential Client - 26-127 - Financial Examiner (Financial Examiner I)
The Financial Examiner I at Confidential Client performs entry-level financial examinations and compliance monitoring of local entities receiving financial awards. The role involves evaluating financial condition, ensuring adherence to statutes and loan covenants, identifying risks, and recommending corrective actions under close supervision. This position supports the agency's mission to secure Texas' water future through diligent financial oversight and reporting.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Public Sector — Water Resources & Government Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
This Confidential Client is hiring an entry-level Financial Examiner (Financial Examiner I) to perform financial examinations, compliance monitoring, and analysis for public water and wastewater financing recipients. You will work on-site to review borrower financial statements, loan covenants, ordinances, and other documentation to assess financial condition and compliance with statutes and program requirements.
- Conduct financial examinations and compliance reviews of entities that have received financial awards.
- Evaluate assets, liabilities, surpluses, and capital for statutory and covenant compliance.
- Verify accuracy of records, work papers, and financial statements.
- Detect and document variances from policies, procedures, and borrowing covenants.
- Assess default risk and recommend corrective action plans and monitoring strategies.
- Prepare worksheets, summaries, and reports in the internal TxWISE system.
- Maintain confidential records and ensure timely, accurate data entry.
- Support surveillance and remedial intervention for at-risk borrowers.
- May assist with training and mentoring less-experienced staff.
- Perform other duties as assigned.
Minimum Qualifications
- Bachelor’s degree from an accredited four-year college or university in Business Administration, Finance, Accounting, Economics, Insurance, or a related field.
- Experience with financial examinations, accounting, or auditing.
- Relevant education and experience may be substituted year-for-year.
Preferred Qualifications
- Graduate degree or MBA with specialization in Accounting, Finance, Public Administration, Public Finance, Computer Science, or Math.
- One year of experience in Accounting, Budget, or Financial Analysis.
- One year of experience as a financial examiner.
- Professional certifications such as AFE, CFE, CIE, or CPA.
Knowledge, Skills & Abilities
- Knowledge of auditing and accounting standards, and public finance practices.
- Familiarity with local, state, and federal laws relevant to financial compliance.
- Proficiency with Microsoft Office (Word, Excel, Access) and standard office software.
- Strong written and verbal communication skills and attention to detail.
- Ability to analyze, evaluate, and summarize financial and management records accurately.
- Time management and ability to handle multiple assignments with minimal supervision.
- Ability and willingness to travel up to 25% (primarily within the state).
- Ability to operate a state or personal vehicle for business and meet agency driving requirements.
- Ability to meet agency in-office requirements and work flexible hours when needed.
Compensation & Benefits
- Estimated annual pay: $71,805 (per year, estimated).
- Competitive public-sector benefits package including medical, dental, vision, retirement/401(k), flexible spending, and professional development opportunities.
- Salary commensurate with experience and qualifications.
Additional Information
- This is a full-time role based in Bee Cave, TX. The position requires meeting agency in-office requirements and periodic travel (~25%).
- Confidential Client is committed to maintaining required certifications and supporting continuing education for staff.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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