Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band G Annual Salary Range $ 127,505.43 (Minimum) - $ 165,757.06 (Maximum) The negotiable salary offer will be between $127,505.43 - $151,482.76/annually commensurate with experience and education. Reports To Manager Budget and Administration DEFINITION Under general supervision, performs the most technical and complex tasks relative to assigned area of responsibility; may supervise, assign, review and participate in the work of staff responsible for providing professional level support on budget development and administration, financial analysis and project control work; ensures work quality and adherence to established policies and procedures; and performs related duties as assigned. CLASS CHARACTERISTICS This is the highest level within the Financial Analyst series. Positions at this master level perform the most complex duties assigned to the series or may be responsible for participating in supervising, assigning and reviewing the work of subordinate staff. Incumbents oversee the work of outside consultants or assisting higher-level managerial staff in planning and evaluating the quantity and quality of work performed by subordinate staff. Master level classes such as this are an extension of the advanced journey level class and often represent the highest non-supervisory tier or a specialized advanced journey level. Master level classes typically consist of non-supervisory principal positions. Positions in this class are flexibly staffed and can be filled by advancement from the advanced journey level, or when filled from the outside, by incumbents with prior full journey level experience. Current Assignment First review of applications will be on March 15, 2024 Capitol Corridor is an intercity passenger rail service connecting Auburn/Sacramento to Silicon Valley, including San Francisco, Oakland, and Berkeley. Fully funded by the State of California, Capitol Corridor receives administrative support from BART through a managing agency agreement and is a department within BART. The Principal Financial Analyst will be an integral member of CCJPA’s Finance Team performing the most complex duties assigned to the Financial Analyst series related to operating and capital budget development, administration, and reporting, financial analysis, and project control work; grant and funding administration and compliance; procurement and contract and compliance; ensuring work quality and adherence to policies and procedures; and performing related duties as assigned. The Principal Financial Analyst will provide consultation and training to CCJPA managers and staff on financial and procurement policies and procedures and may provide direction and oversight to subordinate staff. The Principal Financial Analyst may serve as the delegate for the Manager of Budget & Administration as needed. The ideal candidate will demonstrate strong knowledge and experience in the following areas beyond the minimum qualifications: Experience performing complex financial, statistical, comparative and management analyses, and performing accurate complex financial calculations. Intermediate to advanced experience with data analytics, data visualization, and/or business intelligence tools. Ability to successfully analyze and verify data for accuracy and resolving budget discrepancies and issues; Experience with Oracle Business Intelligence preferred. Intermediate to advanced computer, financial database, and Excel skills with the aptitude to learn new systems quickly. Experience with grant development, administration, and compliance. Experience providing financial support for projects and/or programs with complex funding sources and compliance requirements. Experience preparing clear and accurate financial, budget, and grant reports and charts for internal and external stakeholders. Experience creating financial models, forecasts, or cost-benefit analysis. Focus on continuous improvement and providing high-quality customer service and support to internal and/or external customers. Effective verbal and written communication skills; Exceptional organizational skills and demonstrated ability to plan and organize work for self and others to ensure that work is completed efficiently and in a timely manner. Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Examples of Duties Establishes schedules and methods for providing financial analysis services; identifies resource needs; reviews needs with appropriate management staff; allocates resources accordingly. Participates in the development of policies and procedures; monitors work activities to ensure compliance with established policies and procedures; makes recommendations for changes and improvements to existing standards and procedures. Recommends and assists in the implementation of goals and objectives; implements approved policies and procedures. Conducts complex financial and management studies to evaluate District system performance and operating efficiency; prepares and presents study findings and recommendations; implements recommendations and provides assistance to District departments in assessing performance against stated objectives. Performs the most technical and complex tasks of the work unit including specialized analyses and studies related to the District's budgeting, financial control and management analysis functions. Provides financial oversight on assigned projects; identifies funding sources; projects cash flow requirements; maintains budgetary records for proposed projects; compiles actual project costs; performs financial, statistical and comparative analysis of actual and budgeted costs. Participates in the preparation and administration of District-wide budgets; compiles and analyzes budget data; coordinates activities within other divisions and departments. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances; ensures that cost control methods are implemented and applied to program objectives. Develops and recommends improvements to computerized financial management system. Participates in the selection of assigned staff; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline procedures. Prepares analytical and statistical reports on operations and activities. Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of financial analysis and program management. May plan, prioritize, assign, supervise, review and participate in the work of staff responsible for complex financial, statistical and project control analysis in assigned area. Minimum Qualifications Education : A Bachelor’s degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of supervision, training and performance evaluation. Principles of financial and operational analysis. Financial, statistical and comparative analysis techniques and formulas. Principles and practices of project budget development, administration and control. Advanced principles and practices of accounting. Principles and practices of financial project management and scheduling. Methods and techniques for assessing performance against established objectives. Current office procedures, methods and equipment including computers. Applicable computer software applications. Related Federal, State and local laws, codes and regulations. Skill in : Selecting, supervising, training and evaluating staff. Performing complex financial, statistical, comparative and management analyses. Establishing and implementing procedures for budget and project control. Identifying funding sources for proposed and current projects. Performing accurate complex financial calculations. Developing, organizing and maintaining accurate financial records. Interpreting complex computerized records and reports. Interpreting complex contract provisions and change orders. Interpreting and explaining District policies and procedures. Preparing clear and concise financial and administrative reports. Operating office equipment including computers and supporting word processing and spreadsheet applications. Communicating Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: Continuous
Mar 07, 2024
Full Time
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band G Annual Salary Range $ 127,505.43 (Minimum) - $ 165,757.06 (Maximum) The negotiable salary offer will be between $127,505.43 - $151,482.76/annually commensurate with experience and education. Reports To Manager Budget and Administration DEFINITION Under general supervision, performs the most technical and complex tasks relative to assigned area of responsibility; may supervise, assign, review and participate in the work of staff responsible for providing professional level support on budget development and administration, financial analysis and project control work; ensures work quality and adherence to established policies and procedures; and performs related duties as assigned. CLASS CHARACTERISTICS This is the highest level within the Financial Analyst series. Positions at this master level perform the most complex duties assigned to the series or may be responsible for participating in supervising, assigning and reviewing the work of subordinate staff. Incumbents oversee the work of outside consultants or assisting higher-level managerial staff in planning and evaluating the quantity and quality of work performed by subordinate staff. Master level classes such as this are an extension of the advanced journey level class and often represent the highest non-supervisory tier or a specialized advanced journey level. Master level classes typically consist of non-supervisory principal positions. Positions in this class are flexibly staffed and can be filled by advancement from the advanced journey level, or when filled from the outside, by incumbents with prior full journey level experience. Current Assignment First review of applications will be on March 15, 2024 Capitol Corridor is an intercity passenger rail service connecting Auburn/Sacramento to Silicon Valley, including San Francisco, Oakland, and Berkeley. Fully funded by the State of California, Capitol Corridor receives administrative support from BART through a managing agency agreement and is a department within BART. The Principal Financial Analyst will be an integral member of CCJPA’s Finance Team performing the most complex duties assigned to the Financial Analyst series related to operating and capital budget development, administration, and reporting, financial analysis, and project control work; grant and funding administration and compliance; procurement and contract and compliance; ensuring work quality and adherence to policies and procedures; and performing related duties as assigned. The Principal Financial Analyst will provide consultation and training to CCJPA managers and staff on financial and procurement policies and procedures and may provide direction and oversight to subordinate staff. The Principal Financial Analyst may serve as the delegate for the Manager of Budget & Administration as needed. The ideal candidate will demonstrate strong knowledge and experience in the following areas beyond the minimum qualifications: Experience performing complex financial, statistical, comparative and management analyses, and performing accurate complex financial calculations. Intermediate to advanced experience with data analytics, data visualization, and/or business intelligence tools. Ability to successfully analyze and verify data for accuracy and resolving budget discrepancies and issues; Experience with Oracle Business Intelligence preferred. Intermediate to advanced computer, financial database, and Excel skills with the aptitude to learn new systems quickly. Experience with grant development, administration, and compliance. Experience providing financial support for projects and/or programs with complex funding sources and compliance requirements. Experience preparing clear and accurate financial, budget, and grant reports and charts for internal and external stakeholders. Experience creating financial models, forecasts, or cost-benefit analysis. Focus on continuous improvement and providing high-quality customer service and support to internal and/or external customers. Effective verbal and written communication skills; Exceptional organizational skills and demonstrated ability to plan and organize work for self and others to ensure that work is completed efficiently and in a timely manner. Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Examples of Duties Establishes schedules and methods for providing financial analysis services; identifies resource needs; reviews needs with appropriate management staff; allocates resources accordingly. Participates in the development of policies and procedures; monitors work activities to ensure compliance with established policies and procedures; makes recommendations for changes and improvements to existing standards and procedures. Recommends and assists in the implementation of goals and objectives; implements approved policies and procedures. Conducts complex financial and management studies to evaluate District system performance and operating efficiency; prepares and presents study findings and recommendations; implements recommendations and provides assistance to District departments in assessing performance against stated objectives. Performs the most technical and complex tasks of the work unit including specialized analyses and studies related to the District's budgeting, financial control and management analysis functions. Provides financial oversight on assigned projects; identifies funding sources; projects cash flow requirements; maintains budgetary records for proposed projects; compiles actual project costs; performs financial, statistical and comparative analysis of actual and budgeted costs. Participates in the preparation and administration of District-wide budgets; compiles and analyzes budget data; coordinates activities within other divisions and departments. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances; ensures that cost control methods are implemented and applied to program objectives. Develops and recommends improvements to computerized financial management system. Participates in the selection of assigned staff; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline procedures. Prepares analytical and statistical reports on operations and activities. Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of financial analysis and program management. May plan, prioritize, assign, supervise, review and participate in the work of staff responsible for complex financial, statistical and project control analysis in assigned area. Minimum Qualifications Education : A Bachelor’s degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of supervision, training and performance evaluation. Principles of financial and operational analysis. Financial, statistical and comparative analysis techniques and formulas. Principles and practices of project budget development, administration and control. Advanced principles and practices of accounting. Principles and practices of financial project management and scheduling. Methods and techniques for assessing performance against established objectives. Current office procedures, methods and equipment including computers. Applicable computer software applications. Related Federal, State and local laws, codes and regulations. Skill in : Selecting, supervising, training and evaluating staff. Performing complex financial, statistical, comparative and management analyses. Establishing and implementing procedures for budget and project control. Identifying funding sources for proposed and current projects. Performing accurate complex financial calculations. Developing, organizing and maintaining accurate financial records. Interpreting complex computerized records and reports. Interpreting complex contract provisions and change orders. Interpreting and explaining District policies and procedures. Preparing clear and concise financial and administrative reports. Operating office equipment including computers and supporting word processing and spreadsheet applications. Communicating Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: Continuous
Cal State University (CSU) Humboldt
1 Harpst Street, Arcata, CA 95521, USA
Capital Projects Financial Analyst University Budget Office Job #517452 First Review Date: Friday, October 20, 2023 Open Until Filled At Cal Poly Humboldt, bold hearts and open minds shape the future. Founded in 1913, Cal Poly Humboldt began as a small college for teachers. Today Humboldt has grown into a comprehensive university with rigorous science and liberal arts programs. Designated a polytechnic in 2022, Cal Poly Humboldt provides hands-on, impactful educational opportunities that lead to meaningful, measurable outcomes for the individual, for the state, and the world. Cal Poly Humboldt is proud to have nearly 6,000 students of all backgrounds spread across 61 majors, 13 graduate programs, and 4 credential programs - all of whom contribute passion and creativity within their fields and set the stage for a future grounded in equity and sustainability. Hands-on learning, inspired teaching, ground-breaking research, and thought-provoking creative activity happen daily at Humboldt. Cal Poly Humboldt is a Hispanic-Serving Institution that strives to foster an inclusive and equitable community to support our students of diverse backgrounds. We are committed to achieving the goals of equal opportunity and endeavors to employ faculty and staff of the highest quality committed to working in a multicultural and multiracial community that reflects the diversity of the state. Finding a better future is a task for the bold and open, the down-to-earth and visionary. Cal Poly Humboldt strives to cultivate these qualities in leaders, innovators, and scholars in every field. Job #517452) Administrative Analyst / Specialist III-E, Capital Projects Analyst, Salary Range: $6,322 - $12,285 monthly. This is a full-time benefited, exempt, 12-month pay plan permanent position with a one-year probationary period in University Budget Office. This position comes with a premium benefits package that includes outstanding vacation, medical, dental, and vision plans, life insurance, voluntary pre-tax health and dependent care reimbursement accounts, a fee waiver education program, membership in the California Public Employees Retirement System (PERS), and 14 paid holidays per year. Additional benefits information can be found at http://www.calstate.edu/HRAdm/policies/mpp.shtml . Position Summary: Reporting to the Executive Director of Finance & Budget and in close collaboration with Facilities Management and colleagues across the campus, the Capital Projects Financial Analyst is responsible for planning, developing, leading, and administering highly complex and specialized financial planning and analysis activities associated with Cal Poly Humboldt’s robust capital projects portfolio. This position resides within the University Budget Office but is a uniquely strategic and collaborative role, working closely with Facilities Management and Accounting, to create synergy and streamline the capital projects financial planning and oversight process. Projects and duties assigned have broad campus and potentially, systemwide impact. With the recent infusion of $433 million from the State of California for capital projects to support Cal Poly Humboldt’s transition to a polytechnic institution, on top of an already robust project portfolio, the Capital Projects Financial Analyst serves a critical role in helping ensure Cal Poly Humboldt successfully delivers a truly transformational portfolio of housing and academic projects in the years to come. Key Responsibilities: Lead the development of complex multi-year financial pro formas to estimate financial performance and project feasibility Lead the preparation of budget projections and oversee implementation of approved capital project budgets Responsible for strategic cash flow analysis to ensure the University has sufficient cash flows for the project portfolio from multiple allocation sources with different spending requirements Provide project budgetary oversight and coordination of project financial activities, including administrative oversight of highly complex project budgets to properly account, document, and report in order to meet the requirements of the California State University, Chancellor's Office and other regulatory agencies Manage highly complex project funding structures, including expertise of chartfields, applicable policies and regulations, and capital financing methodologies Deliver project tracking and reporting to various constituent groups on campus and at a system level; responsible for project budget analysis in identifying budget forecast to completion and troubleshooting budget issues across multiple projects Serve as a key contact and expert for campus capital project financial activities and financing considerations Serve as liaison with California State University, Office of the Chancellor, Capital Planning Design and Construction (CSUCO-CPDC) as well as Financing and Treasury (CSUCO-F&T) and the Humboldt Facilities Management Planning, Design & Construction Unit (PD&C) Responsible for strategic budget analysis in identifying achievable scopes of work resulting in a project portfolio for recommendation to the Facilities Planning, Design & Construction Director for inclusion in the five-year capital program Responsible for managing project budgets in close collaboration with Facilities Management, including tracking costs and billings, validating chartfields, and preparing monthly and quarterly reports and reconciliations Ensures financial reports as required by the Chancellor's Office are completed, reviewed and approved and then filed in a timely manner Responsible for the coordination for all financial milestones and activities within the established project process; lead innovation and process improvement efforts through involvement in continual improvement evaluation sessions Manages the financial closeout of all projects ensuring final reports are available for review and approval of the Campus Construction Administrator prior to closeout Actively participate in Facilities Management activities related to capital projects including team meetings, planning, informing strategic positions, and day to day operations and project management Other Duties as Assigned Knowledge, Skills, and Abilities Associated with this Position Include: Thorough knowledge of and ability to apply extensive expertise to financial, budget, and account management functions Expertise in and advanced knowledge of principles, problems, and methods of public administration and fiscal management, including principles of capital planning and financing Expertise in conducting highly complex data analysis using statistical and research methods, and ability to leverage critical thinking to evaluate and interpret results, develop sound conclusions, and recommend new or revised policies from a strategic and operational perspective Extensive and in-depth knowledge of and ability to apply expertise in the advanced theories, principles, methods and practices associated with capital projects financial activities, including applicable internal policies and procedures and pertinent laws and regulations Advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial/database systems and/or other types of budgeting, reporting, and financial management systems Ability to understand problems from a broad, interactive perspective and discern applicable underlying principles to conceive of and develop innovative and strategic solutions Extensive and in-depth knowledge in project management including research and analytical methodologies; ability to interpret and integrate complex data and information to formulate appropriate courses of action which have broad and far reaching impact Ability to understand and analyze complex problems from a future-oriented and broad interactive perspective and readily develop proactive solutions that integrate strategic goals into tactical operations. Knowledge of or ability to learn quickly the financial structure and financial procedures of the CSU Ability to work with representatives from public and private entities to handle potentially sensitive situations; demonstrated consultative skills in working with internal and external constituent groups Possess excellent oral and written communication skills, including the ability to effectively present complex analysis in a clear, concise and professional manner Ability to effectively communicate with and influence high-level and diverse contacts inside and outside of the CSU system Ability to effectively use all communication methods and formats and to use expertise, as well as persuasion and negotiation skills, to build consensus to achieve short- and long-term goals and objectives Ability to work both independently and in a close knit team environment Experience building and sustaining collaborative working relationships with a variety of individuals from diverse backgrounds An understanding of the dynamics of diversity and equity in higher education and a demonstrated ability to incorporate this understanding, as appropriate, in all levels of work Ability to operationalize sustainability concepts (economy, society, environment) into all aspects of performing job duties Minimum Qualifications: Entry to this classification requires general knowledge and skills in the applicable administrative and/or program field with a foundational knowledge of public administration principles, practices, and methods. This foundation would normally be obtained through a bachelor's degree and/or equivalent training and administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs. Preferred Qualifications: Experience: Equivalent to five years of progressively responsible administrative and analytical work in support of a highly complex organization or projects. Education: Bachelor’s degree and/or equivalent training and administrative work experience involving planning, coordinating and successfully implementing projects and strategic initiatives as well as developing and implementing complex policies, regulations, and procedures Institution/enterprise level budget, capital or financial experience at a university, or public agency; General understanding of State of California and California State University capital budgeting and financial practices; Experience with Oracle/PeopleSoft administrative systems, enterprise tracking/reporting systems, and web-based reporting and planning solutions. Working knowledge of project management, including public works and California public contracting regulations. Application Procedure: To apply, qualified candidates must electronically submit the following materials by clicking the Apply Now button: Letter of Interest Resume or Curriculum Vitae Contact information for at least three professional references Application Deadline: The deadline to submit application materials for first review is 11:55 p.m. on Friday, October 20, 2023. Open until filled. Any inquiries about this recruitment can be directed to careers@humboldt.edu or Cal Poly Humboldt’s Human Resources Office at (707) 826-3626. We acknowledge that Cal Poly Humboldt is located on the unceded lands of the Wiyot people, where they have resided from time immemorial. We encourage all to gain a deeper understanding of their history and thriving culture. As an expression of our gratitude we are genuinely committed to developing trusting, reciprocal, and long lasting partnerships with the Wiyot people as well as all of our neighboring tribes. Cal Poly Humboldt was the first campus in the California State University system to offer a stand-alone major in Native American Studies. Cal Poly Humboldt is committed to enriching its educational environment and its culture through the diversity of its staff, faculty, and administration. Persons with interest and experience in helping organizations set and achieve goals relative to diversity and inclusion are especially encouraged to apply. Working in the state of California is a condition of employment for this position. Even if part or all of an employee's assignment can be performed remotely, the employee must maintain a permanent residence in the state of California. The employee must be able to accept on-campus work assignment, as assigned, and come to campus when needed. CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measure established by each campus. The systemwide policy can be found at CSU Vaccination Policy and any questions you have may be submitted to hr@humboldt.edu . Cal Poly Humboldt hires only individuals lawfully authorized to work in the United States. This position may be considered a “Campus Security Authority”, pursuant to the Clery Act, and is required to comply with the requirements set forth in CSU Executive Order 1107 a condition of employment. CAL POLY HUMBOLDT IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS (e.g. H1-B VISAS) Evidence of required degree(s), certification(s), or license(s) is required prior to the appointment date. Satisfactory completion of a background check (including a criminal records check, employment verification, and education verification) is required for employment. Cal Poly Humboldt will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or if it is discovered that the candidate knowingly withheld or falsified information. Certain positions may also require a credit check, motor vehicle report, and/or fingerprinting through Live Scan service. Failure to satisfactorily complete or adverse findings from a background check may affect the employment status of candidates or continued employment of current CSU employees who are being considered for the position. Cal Poly Humboldt is committed to achieving the goals of equal opportunity and endeavors to employ faculty and staff of the highest quality reflecting the ethnic and cultural diversity of the state. Additional information about Cal Poly Humboldt can be found at www.humboldt.edu. Cal Poly Humboldt is a Title IX/Affirmative Action/Equal Opportunity employer. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, protected veteran status, or any other legally protected status. Mandated Reporting: This position may be considered a “mandated reporter” under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Additionally, all CSU staff and faculty receive training annually on their obligations in responding to and reporting incidents of sexual harassment and sexual violence. You will be notified by email when you are required to take this mandated training. Class Code: 1038 Publication Date: October 5, 2023 Advertised: Oct 05 2023 Pacific Daylight Time Applications close: Closing Date/Time:
Mar 07, 2024
Capital Projects Financial Analyst University Budget Office Job #517452 First Review Date: Friday, October 20, 2023 Open Until Filled At Cal Poly Humboldt, bold hearts and open minds shape the future. Founded in 1913, Cal Poly Humboldt began as a small college for teachers. Today Humboldt has grown into a comprehensive university with rigorous science and liberal arts programs. Designated a polytechnic in 2022, Cal Poly Humboldt provides hands-on, impactful educational opportunities that lead to meaningful, measurable outcomes for the individual, for the state, and the world. Cal Poly Humboldt is proud to have nearly 6,000 students of all backgrounds spread across 61 majors, 13 graduate programs, and 4 credential programs - all of whom contribute passion and creativity within their fields and set the stage for a future grounded in equity and sustainability. Hands-on learning, inspired teaching, ground-breaking research, and thought-provoking creative activity happen daily at Humboldt. Cal Poly Humboldt is a Hispanic-Serving Institution that strives to foster an inclusive and equitable community to support our students of diverse backgrounds. We are committed to achieving the goals of equal opportunity and endeavors to employ faculty and staff of the highest quality committed to working in a multicultural and multiracial community that reflects the diversity of the state. Finding a better future is a task for the bold and open, the down-to-earth and visionary. Cal Poly Humboldt strives to cultivate these qualities in leaders, innovators, and scholars in every field. Job #517452) Administrative Analyst / Specialist III-E, Capital Projects Analyst, Salary Range: $6,322 - $12,285 monthly. This is a full-time benefited, exempt, 12-month pay plan permanent position with a one-year probationary period in University Budget Office. This position comes with a premium benefits package that includes outstanding vacation, medical, dental, and vision plans, life insurance, voluntary pre-tax health and dependent care reimbursement accounts, a fee waiver education program, membership in the California Public Employees Retirement System (PERS), and 14 paid holidays per year. Additional benefits information can be found at http://www.calstate.edu/HRAdm/policies/mpp.shtml . Position Summary: Reporting to the Executive Director of Finance & Budget and in close collaboration with Facilities Management and colleagues across the campus, the Capital Projects Financial Analyst is responsible for planning, developing, leading, and administering highly complex and specialized financial planning and analysis activities associated with Cal Poly Humboldt’s robust capital projects portfolio. This position resides within the University Budget Office but is a uniquely strategic and collaborative role, working closely with Facilities Management and Accounting, to create synergy and streamline the capital projects financial planning and oversight process. Projects and duties assigned have broad campus and potentially, systemwide impact. With the recent infusion of $433 million from the State of California for capital projects to support Cal Poly Humboldt’s transition to a polytechnic institution, on top of an already robust project portfolio, the Capital Projects Financial Analyst serves a critical role in helping ensure Cal Poly Humboldt successfully delivers a truly transformational portfolio of housing and academic projects in the years to come. Key Responsibilities: Lead the development of complex multi-year financial pro formas to estimate financial performance and project feasibility Lead the preparation of budget projections and oversee implementation of approved capital project budgets Responsible for strategic cash flow analysis to ensure the University has sufficient cash flows for the project portfolio from multiple allocation sources with different spending requirements Provide project budgetary oversight and coordination of project financial activities, including administrative oversight of highly complex project budgets to properly account, document, and report in order to meet the requirements of the California State University, Chancellor's Office and other regulatory agencies Manage highly complex project funding structures, including expertise of chartfields, applicable policies and regulations, and capital financing methodologies Deliver project tracking and reporting to various constituent groups on campus and at a system level; responsible for project budget analysis in identifying budget forecast to completion and troubleshooting budget issues across multiple projects Serve as a key contact and expert for campus capital project financial activities and financing considerations Serve as liaison with California State University, Office of the Chancellor, Capital Planning Design and Construction (CSUCO-CPDC) as well as Financing and Treasury (CSUCO-F&T) and the Humboldt Facilities Management Planning, Design & Construction Unit (PD&C) Responsible for strategic budget analysis in identifying achievable scopes of work resulting in a project portfolio for recommendation to the Facilities Planning, Design & Construction Director for inclusion in the five-year capital program Responsible for managing project budgets in close collaboration with Facilities Management, including tracking costs and billings, validating chartfields, and preparing monthly and quarterly reports and reconciliations Ensures financial reports as required by the Chancellor's Office are completed, reviewed and approved and then filed in a timely manner Responsible for the coordination for all financial milestones and activities within the established project process; lead innovation and process improvement efforts through involvement in continual improvement evaluation sessions Manages the financial closeout of all projects ensuring final reports are available for review and approval of the Campus Construction Administrator prior to closeout Actively participate in Facilities Management activities related to capital projects including team meetings, planning, informing strategic positions, and day to day operations and project management Other Duties as Assigned Knowledge, Skills, and Abilities Associated with this Position Include: Thorough knowledge of and ability to apply extensive expertise to financial, budget, and account management functions Expertise in and advanced knowledge of principles, problems, and methods of public administration and fiscal management, including principles of capital planning and financing Expertise in conducting highly complex data analysis using statistical and research methods, and ability to leverage critical thinking to evaluate and interpret results, develop sound conclusions, and recommend new or revised policies from a strategic and operational perspective Extensive and in-depth knowledge of and ability to apply expertise in the advanced theories, principles, methods and practices associated with capital projects financial activities, including applicable internal policies and procedures and pertinent laws and regulations Advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial/database systems and/or other types of budgeting, reporting, and financial management systems Ability to understand problems from a broad, interactive perspective and discern applicable underlying principles to conceive of and develop innovative and strategic solutions Extensive and in-depth knowledge in project management including research and analytical methodologies; ability to interpret and integrate complex data and information to formulate appropriate courses of action which have broad and far reaching impact Ability to understand and analyze complex problems from a future-oriented and broad interactive perspective and readily develop proactive solutions that integrate strategic goals into tactical operations. Knowledge of or ability to learn quickly the financial structure and financial procedures of the CSU Ability to work with representatives from public and private entities to handle potentially sensitive situations; demonstrated consultative skills in working with internal and external constituent groups Possess excellent oral and written communication skills, including the ability to effectively present complex analysis in a clear, concise and professional manner Ability to effectively communicate with and influence high-level and diverse contacts inside and outside of the CSU system Ability to effectively use all communication methods and formats and to use expertise, as well as persuasion and negotiation skills, to build consensus to achieve short- and long-term goals and objectives Ability to work both independently and in a close knit team environment Experience building and sustaining collaborative working relationships with a variety of individuals from diverse backgrounds An understanding of the dynamics of diversity and equity in higher education and a demonstrated ability to incorporate this understanding, as appropriate, in all levels of work Ability to operationalize sustainability concepts (economy, society, environment) into all aspects of performing job duties Minimum Qualifications: Entry to this classification requires general knowledge and skills in the applicable administrative and/or program field with a foundational knowledge of public administration principles, practices, and methods. This foundation would normally be obtained through a bachelor's degree and/or equivalent training and administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs. Preferred Qualifications: Experience: Equivalent to five years of progressively responsible administrative and analytical work in support of a highly complex organization or projects. Education: Bachelor’s degree and/or equivalent training and administrative work experience involving planning, coordinating and successfully implementing projects and strategic initiatives as well as developing and implementing complex policies, regulations, and procedures Institution/enterprise level budget, capital or financial experience at a university, or public agency; General understanding of State of California and California State University capital budgeting and financial practices; Experience with Oracle/PeopleSoft administrative systems, enterprise tracking/reporting systems, and web-based reporting and planning solutions. Working knowledge of project management, including public works and California public contracting regulations. Application Procedure: To apply, qualified candidates must electronically submit the following materials by clicking the Apply Now button: Letter of Interest Resume or Curriculum Vitae Contact information for at least three professional references Application Deadline: The deadline to submit application materials for first review is 11:55 p.m. on Friday, October 20, 2023. Open until filled. Any inquiries about this recruitment can be directed to careers@humboldt.edu or Cal Poly Humboldt’s Human Resources Office at (707) 826-3626. We acknowledge that Cal Poly Humboldt is located on the unceded lands of the Wiyot people, where they have resided from time immemorial. We encourage all to gain a deeper understanding of their history and thriving culture. As an expression of our gratitude we are genuinely committed to developing trusting, reciprocal, and long lasting partnerships with the Wiyot people as well as all of our neighboring tribes. Cal Poly Humboldt was the first campus in the California State University system to offer a stand-alone major in Native American Studies. Cal Poly Humboldt is committed to enriching its educational environment and its culture through the diversity of its staff, faculty, and administration. Persons with interest and experience in helping organizations set and achieve goals relative to diversity and inclusion are especially encouraged to apply. Working in the state of California is a condition of employment for this position. Even if part or all of an employee's assignment can be performed remotely, the employee must maintain a permanent residence in the state of California. The employee must be able to accept on-campus work assignment, as assigned, and come to campus when needed. CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measure established by each campus. The systemwide policy can be found at CSU Vaccination Policy and any questions you have may be submitted to hr@humboldt.edu . Cal Poly Humboldt hires only individuals lawfully authorized to work in the United States. This position may be considered a “Campus Security Authority”, pursuant to the Clery Act, and is required to comply with the requirements set forth in CSU Executive Order 1107 a condition of employment. CAL POLY HUMBOLDT IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS (e.g. H1-B VISAS) Evidence of required degree(s), certification(s), or license(s) is required prior to the appointment date. Satisfactory completion of a background check (including a criminal records check, employment verification, and education verification) is required for employment. Cal Poly Humboldt will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or if it is discovered that the candidate knowingly withheld or falsified information. Certain positions may also require a credit check, motor vehicle report, and/or fingerprinting through Live Scan service. Failure to satisfactorily complete or adverse findings from a background check may affect the employment status of candidates or continued employment of current CSU employees who are being considered for the position. Cal Poly Humboldt is committed to achieving the goals of equal opportunity and endeavors to employ faculty and staff of the highest quality reflecting the ethnic and cultural diversity of the state. Additional information about Cal Poly Humboldt can be found at www.humboldt.edu. Cal Poly Humboldt is a Title IX/Affirmative Action/Equal Opportunity employer. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, protected veteran status, or any other legally protected status. Mandated Reporting: This position may be considered a “mandated reporter” under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Additionally, all CSU staff and faculty receive training annually on their obligations in responding to and reporting incidents of sexual harassment and sexual violence. You will be notified by email when you are required to take this mandated training. Class Code: 1038 Publication Date: October 5, 2023 Advertised: Oct 05 2023 Pacific Daylight Time Applications close: Closing Date/Time:
Minimum Qualifications Financial Analyst I: Education and/or Equivalent Experience Graduation with a Bachelor’s degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics. Licenses and Certifications Required: None. OR Financial Analyst II: Education and/or Equivalent Experience: Graduation with a Bachelor’s degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics plus two (2) years’ experience in a related field. A Master’s degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field may be substituted for experience. Licenses and Certifications Required: None. Notes to Applicants SALARY RANGE : Financial Analysis I: $28.04 - $34.34 Financial Analysis II: $30.29 - $37.86 The City of Austin’s Office of Homeland Security and Emergency Management ( HSEM ) plans and prepares for emergencies, educates the public about preparedness, develops volunteers, manages grant funding to improve homeland security and public safety capabilities, coordinates emergency response and recovery, supports planned events, and works with public and partner organizations to protect our whole community when it needs us the most. The Financial Analyst position will play a critical role, focusing largely on Cost Recovery efforts related to emergency events. This position will support the team through the review, verification, preparation, and submission of documentation from multiple City departments for each FEMA Public Assistance project under development. Additional responsibilities include overseeing quality assurance/quality control processes for segments of the business, managing large data sets, and identifying process efficiencies where possible. This position may also be responsible for financial entry adjustments and the creation of purchase orders. Pay Range See Notes to Applicants Hours 40 hours per week; remote and in-person work Monday - Friday, 8:00 a.m. - 5:00 p.m. Business needs may necessitate work outside of normal business hours. Job Close Date 05/02/2024 Type of Posting External Department Management Services Regular/Temporary Temporary Grant Funded or Pooled Position Not Applicable Category Professional Location 5202 E Ben White Blvd, Austin Preferred Qualifications Preferred Experience: Prior knowledge and experience with FEMA Public Assistance policies and procedures Confidence using Microsoft Excel: can use formulas, filters, pivot tables, and V-lookups Knowledge of City practices, policies, and procedures Knowledge of data analysis Ability to communicate clearly and effectively Ability to work with minimal supervision Skills in using computers, related software applications, and basic office equipment Skills in problem-solving Duties, Functions and Responsibilities This position is posted at multiple levels. For Duties, Functions and Responsibilities, please select the appropriate job description below. Essential duties and functions, pursuant to the Americans with Disabilities Act, may include the following. Other related duties may be assigned. Financial Analysis I: Financial Analysis II: Knowledge, Skills and Abilities This position is posted at multiple levels. For Knowledge, Skills and Abilities, please select the appropriate job description below. Must possess required knowledge, skills, abilities, and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed. Financial Analysis I: Financial Analysis II: Criminal Background Investigation This position has been approved for a Criminal Background Investigation. EEO/ADA City of Austin is committed to compliance with the Americans with Disabilities Act. If you require reasonable accommodation during the application process or have a question regarding an essential job function, please call (512) 974-3210 or Texas Relay by dialing 7-1-1. The City of Austin will not discriminate against any applicant or employee based on race, creed, color, national origin, sex, gender identity, age, religion, veteran status, disability, or sexual orientation. In addition, the City will not discriminate in employment decisions on the basis of an individual’s AIDS , AIDS Related Complex, or HIV status; nor will the City discriminate against individuals who are perceived to be at risk of HIV infection, or who associate with individuals who are believed to be at risk. Information For City Employees: If you are an employee within the department, are in good standing and meet both the minimum and preferred qualifications, then you will receive an initial interview. Supplemental Questions Required fields are indicated with an asterisk (*). * The minimum qualifications for the Financial Analyst I position requires graduation with a Bachelor’s degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics. Do you meet these minimum qualifications? Yes No * Please describe your experience with FEMA Disaster expense reconciliations of labor, equipment, materials, and contracts. Please indicate which position(s) in your application provided this experience, what role you played and for how long. If you do not have this experience, please answer “N/A”. (Open Ended Question) * Describe your experience working with Excel spreadsheets relating to pivot tables, formulas, etc. and rate your level of expertise (beginner, intermediate, advanced). (Open Ended Question) * This position requires a criminal background check. By selecting the following, you are acknowledging that you understand if you are selected as a top candidate for this position, you will need a successful Criminal Background Investigation (CBI) to be hired. I acknowledge and understand this position requires a Criminal Background Investigation (CBI). Optional & Required Documents Required Documents Resume Optional Documents Cover Letter
Apr 16, 2024
Full Time
Minimum Qualifications Financial Analyst I: Education and/or Equivalent Experience Graduation with a Bachelor’s degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics. Licenses and Certifications Required: None. OR Financial Analyst II: Education and/or Equivalent Experience: Graduation with a Bachelor’s degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics plus two (2) years’ experience in a related field. A Master’s degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field may be substituted for experience. Licenses and Certifications Required: None. Notes to Applicants SALARY RANGE : Financial Analysis I: $28.04 - $34.34 Financial Analysis II: $30.29 - $37.86 The City of Austin’s Office of Homeland Security and Emergency Management ( HSEM ) plans and prepares for emergencies, educates the public about preparedness, develops volunteers, manages grant funding to improve homeland security and public safety capabilities, coordinates emergency response and recovery, supports planned events, and works with public and partner organizations to protect our whole community when it needs us the most. The Financial Analyst position will play a critical role, focusing largely on Cost Recovery efforts related to emergency events. This position will support the team through the review, verification, preparation, and submission of documentation from multiple City departments for each FEMA Public Assistance project under development. Additional responsibilities include overseeing quality assurance/quality control processes for segments of the business, managing large data sets, and identifying process efficiencies where possible. This position may also be responsible for financial entry adjustments and the creation of purchase orders. Pay Range See Notes to Applicants Hours 40 hours per week; remote and in-person work Monday - Friday, 8:00 a.m. - 5:00 p.m. Business needs may necessitate work outside of normal business hours. Job Close Date 05/02/2024 Type of Posting External Department Management Services Regular/Temporary Temporary Grant Funded or Pooled Position Not Applicable Category Professional Location 5202 E Ben White Blvd, Austin Preferred Qualifications Preferred Experience: Prior knowledge and experience with FEMA Public Assistance policies and procedures Confidence using Microsoft Excel: can use formulas, filters, pivot tables, and V-lookups Knowledge of City practices, policies, and procedures Knowledge of data analysis Ability to communicate clearly and effectively Ability to work with minimal supervision Skills in using computers, related software applications, and basic office equipment Skills in problem-solving Duties, Functions and Responsibilities This position is posted at multiple levels. For Duties, Functions and Responsibilities, please select the appropriate job description below. Essential duties and functions, pursuant to the Americans with Disabilities Act, may include the following. Other related duties may be assigned. Financial Analysis I: Financial Analysis II: Knowledge, Skills and Abilities This position is posted at multiple levels. For Knowledge, Skills and Abilities, please select the appropriate job description below. Must possess required knowledge, skills, abilities, and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed. Financial Analysis I: Financial Analysis II: Criminal Background Investigation This position has been approved for a Criminal Background Investigation. EEO/ADA City of Austin is committed to compliance with the Americans with Disabilities Act. If you require reasonable accommodation during the application process or have a question regarding an essential job function, please call (512) 974-3210 or Texas Relay by dialing 7-1-1. The City of Austin will not discriminate against any applicant or employee based on race, creed, color, national origin, sex, gender identity, age, religion, veteran status, disability, or sexual orientation. In addition, the City will not discriminate in employment decisions on the basis of an individual’s AIDS , AIDS Related Complex, or HIV status; nor will the City discriminate against individuals who are perceived to be at risk of HIV infection, or who associate with individuals who are believed to be at risk. Information For City Employees: If you are an employee within the department, are in good standing and meet both the minimum and preferred qualifications, then you will receive an initial interview. Supplemental Questions Required fields are indicated with an asterisk (*). * The minimum qualifications for the Financial Analyst I position requires graduation with a Bachelor’s degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics. Do you meet these minimum qualifications? Yes No * Please describe your experience with FEMA Disaster expense reconciliations of labor, equipment, materials, and contracts. Please indicate which position(s) in your application provided this experience, what role you played and for how long. If you do not have this experience, please answer “N/A”. (Open Ended Question) * Describe your experience working with Excel spreadsheets relating to pivot tables, formulas, etc. and rate your level of expertise (beginner, intermediate, advanced). (Open Ended Question) * This position requires a criminal background check. By selecting the following, you are acknowledging that you understand if you are selected as a top candidate for this position, you will need a successful Criminal Background Investigation (CBI) to be hired. I acknowledge and understand this position requires a Criminal Background Investigation (CBI). Optional & Required Documents Required Documents Resume Optional Documents Cover Letter
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band E Annual Salary Range $ 112,312.13 (Minimum) - $ 145,662.97 (Maximum) The negotiable salary offer will be between $112,855.85 - $135,312.13 /annually commensurate with experience and education. Reports To Manager of Capital Project Support, Business Administration Current Assignment First review of applications will be on February 21, 2024 The Senior Financial Analyst will be responsible for monitoring and administrating complex, multi-year Capital Projects including (in part) their associated construction contracts, professional service agreements and federal, state, and local funding grants; compiling actual costs by project, performing financial, statistical and comparative analysis of actual and budget costs, developing project work breakdown structures and estimating project budget as well as other associated tasks as assigned by the Manager of Capital Project Support. The ideal candidate will demonstrate the following skills beyond the minimum qualifications: Principles and practices of capital budgeting and financial management.Ability to reconcile and ensure consistency of data from various sources and assists in driving the automation of reports and analyses.Presentation and communication skills necessary to effectively articulate project financial management information embedded in data and analytical reports.Ability to develop and foster relationships with all levels of the organization; may include external entities and/or customers.Problem-solving skills, including the ability to frame issues and provide the statistical data or narrative for presentation to management.Ability to develop, assess, and continuously improve systems and processes to achieve greater efficiencies. Strong prioritization skills with the ability to manage multiple projects and maintain high attention to detail. Advanced user of Excel (e.g. Pivot table, lookup and reference functions, if statements, data importing and linking), Word and PowerPointExperience with ERP financial software such as Oracle/PeopleSoft Financials including budgeting, planning, commitment control and procurement. Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Examples of Duties Participates in the more difficult work of staff responsible for complex financial, statistical, and program management analysis in assigned division area. Participates in the preparation, administration, and monitoring of District-wide budgets; compiles and analyzes budget data; monitors funding agreements and maintains budget schedules to assure conformance with funding agencies; ensures maintenance of expenditure records which conform to funding agency and District reporting requirements. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances, ensures that cost control methods are implemented and applied to program objectives; analyzes funding and cost data for management inquiries regarding work plans, consultants, and contract authority. Monitors and administers construction or funding agreement contracts in accordance with District and mandated guidelines; compiles actual costs by project; performs financial, statistical and comparative analysis of actual and budget costs. Identifies funding sources for proposed projects; projects cash flow requirements; maintains budgetary records for proposed projects. Provides support to project managers in setting budgets, schedules and estimates; tracks progress on projects versus original budgets and schedules; works closely with project staff and consultants to ensure project compliance. Develops and recommends improvements to computerized financial management system. Coordinates project activities with other departments, divisions and external agencies; works closely with other divisions to apply for and monitor the use of fund grants from city, county, state, and federal sources; monitors work in progress and authorizes contract payments. Conducts financial and management studies to evaluate system performance and operating efficiencies; presents studies to communicate findings and recommendations to senior management and the Board of Directors. May train assigned employees in their areas of work including budgeting and financial analysis methods, procedures and techniques. Prepares quarterly, semi-annual, and special analytical and statistical reports on operations and activities for management, regulatory and outside agencies. Reviews invoices; determines budget conformity; reports discrepancies and billing adjustments. Prepares the Annual Budget and the 5-Year forecast for each capital project and program assigned; involves budgeting for staffing requirements and coordinating with various departments who support the projects; includes budgeting for non-labor expenses for the budget year and for the out years. Participates in special projects as assigned. Minimum Qualifications Education : A Bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional budgetary, financial, or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of lead supervision and training. Principles of financial and operational analysis. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project management. Principles and practices of engineering and construction management. Advanced principles, practices, and procedures of accounting. Financial, statistical and comparative analysis principles, techniques and formulas. Principles and practices of project budget development, administration and control. Principles and practices of procurement. Methods and techniques for assessing performance against established objectives. Principles and practices of project scheduling. Principles and practices of financial record keeping and reporting. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and statistical analyses. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of assigned staff. Monitoring and reporting budget variances. Analyzing problems, identifying alternative solutions and implementing recommendations. Identifying funding sources for proposed and current projects. Creating timely purchase requisitions and disbursements of purchase orders. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing technical documents, proposals, contracts, and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: Continuous
Mar 07, 2024
Full Time
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band E Annual Salary Range $ 112,312.13 (Minimum) - $ 145,662.97 (Maximum) The negotiable salary offer will be between $112,855.85 - $135,312.13 /annually commensurate with experience and education. Reports To Manager of Capital Project Support, Business Administration Current Assignment First review of applications will be on February 21, 2024 The Senior Financial Analyst will be responsible for monitoring and administrating complex, multi-year Capital Projects including (in part) their associated construction contracts, professional service agreements and federal, state, and local funding grants; compiling actual costs by project, performing financial, statistical and comparative analysis of actual and budget costs, developing project work breakdown structures and estimating project budget as well as other associated tasks as assigned by the Manager of Capital Project Support. The ideal candidate will demonstrate the following skills beyond the minimum qualifications: Principles and practices of capital budgeting and financial management.Ability to reconcile and ensure consistency of data from various sources and assists in driving the automation of reports and analyses.Presentation and communication skills necessary to effectively articulate project financial management information embedded in data and analytical reports.Ability to develop and foster relationships with all levels of the organization; may include external entities and/or customers.Problem-solving skills, including the ability to frame issues and provide the statistical data or narrative for presentation to management.Ability to develop, assess, and continuously improve systems and processes to achieve greater efficiencies. Strong prioritization skills with the ability to manage multiple projects and maintain high attention to detail. Advanced user of Excel (e.g. Pivot table, lookup and reference functions, if statements, data importing and linking), Word and PowerPointExperience with ERP financial software such as Oracle/PeopleSoft Financials including budgeting, planning, commitment control and procurement. Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Examples of Duties Participates in the more difficult work of staff responsible for complex financial, statistical, and program management analysis in assigned division area. Participates in the preparation, administration, and monitoring of District-wide budgets; compiles and analyzes budget data; monitors funding agreements and maintains budget schedules to assure conformance with funding agencies; ensures maintenance of expenditure records which conform to funding agency and District reporting requirements. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances, ensures that cost control methods are implemented and applied to program objectives; analyzes funding and cost data for management inquiries regarding work plans, consultants, and contract authority. Monitors and administers construction or funding agreement contracts in accordance with District and mandated guidelines; compiles actual costs by project; performs financial, statistical and comparative analysis of actual and budget costs. Identifies funding sources for proposed projects; projects cash flow requirements; maintains budgetary records for proposed projects. Provides support to project managers in setting budgets, schedules and estimates; tracks progress on projects versus original budgets and schedules; works closely with project staff and consultants to ensure project compliance. Develops and recommends improvements to computerized financial management system. Coordinates project activities with other departments, divisions and external agencies; works closely with other divisions to apply for and monitor the use of fund grants from city, county, state, and federal sources; monitors work in progress and authorizes contract payments. Conducts financial and management studies to evaluate system performance and operating efficiencies; presents studies to communicate findings and recommendations to senior management and the Board of Directors. May train assigned employees in their areas of work including budgeting and financial analysis methods, procedures and techniques. Prepares quarterly, semi-annual, and special analytical and statistical reports on operations and activities for management, regulatory and outside agencies. Reviews invoices; determines budget conformity; reports discrepancies and billing adjustments. Prepares the Annual Budget and the 5-Year forecast for each capital project and program assigned; involves budgeting for staffing requirements and coordinating with various departments who support the projects; includes budgeting for non-labor expenses for the budget year and for the out years. Participates in special projects as assigned. Minimum Qualifications Education : A Bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional budgetary, financial, or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of lead supervision and training. Principles of financial and operational analysis. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project management. Principles and practices of engineering and construction management. Advanced principles, practices, and procedures of accounting. Financial, statistical and comparative analysis principles, techniques and formulas. Principles and practices of project budget development, administration and control. Principles and practices of procurement. Methods and techniques for assessing performance against established objectives. Principles and practices of project scheduling. Principles and practices of financial record keeping and reporting. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and statistical analyses. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of assigned staff. Monitoring and reporting budget variances. Analyzing problems, identifying alternative solutions and implementing recommendations. Identifying funding sources for proposed and current projects. Creating timely purchase requisitions and disbursements of purchase orders. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing technical documents, proposals, contracts, and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: Continuous
City of Grand Prairie, TX
Grand Prairie, Texas, United States
Job Summary Join our dynamic team in a pivotal role as a Financial Analyst! This is accomplished by preparing the annual budget, auditing bills and payments; submitting payments and keeping account of expenses; preparing, analyzing, and reconciling expenditures and revenue data; overseeing periodic review of budgets; and performing budget modifications. Other duties include maintaining records; paying bills for department; completing indirect cost studies; and interacting with other City employees and citizens. Elevate your career in a role that blends financial expertise with meaningful interactions, contributing to the success of our organization and apply with The City of Grand Prairie today! Essential Job Functions ESSENTIAL FUNCTIONS: Prepares annual budget by preparing and checking mathematical details on annual budgets; gathering information from appropriate sources; and compiling annual budget for the city. Prepares and analyzes expenditures and revenue data by extracting data and analyzing expenditure and revenue reports; advising supervisory personnel of expenditures and revenue trends; preparing periodic reports of expenditures and revenue to point out relationships of estimates to actual expenditures to supplement City budget reports. Oversees periodic review of budgets by preparing comparative analysis of operating program; analyzing costs in relation to services performed during previous financial year; submitting reports to Supervisor with recommendations for budget revisions. Performs budget modifications by analyzing accounting records and personnel costs data to determine financial resources required to implement programs; and submitting recommendations for budget allocations. Completes other tasks by maintaining records on the budget that include internal and external forms and procedures; paying bills for department; maintaining all time sheets for department; and completing indirect cost studies. All other duties as assigned by a supervisor/manager within your department/division. MANAGEMENT SERVICES DEPARTMENT BUDGET DIVISION SPECIFIC FUNCTIONS: Gathers and compiles budget, financial, forecast, and technical information from departments, schedules meetings, and compiles materials and binders for the budget allocation process. Assists department heads in developing budget requests. Perform financial analysis and research; prepare reports and make recommendations based on findings. Prepares narrative of analysis to go along with monthly budget reports, including the internal services department allocations, and assists Financial Analyst. Enters and maintains data in the budget software and assists with testing and troubleshooting when software issues arise; maintains data integrity of the financial database by carefully reviewing and reconciling budget reports with the general ledger. Meets quarterly with department budget contacts to disseminate budget information, discuss concerns, and address unforeseen events. Prepares various surveys, census reports, and other requests from outside organizations. Primary contact to the community on questions about funding mechanisms. Prepares and presents presentations, staff reports, and resolutions for presentation to the City Council, community groups, and employee groups and answer questions. Calculates debt payments and maintains debt payment schedule. Maintains and monitors all revenue and expenditures related to capital improvement projects. Assists on special projects as requested, including completing annual surveys from various entities and assisting with the annual audit and auditors' requests for information. Assists the Budget Manager with implementing annual budget request programs and policies. Assists the Budget Manager and departments with developing and administrating the City’s operational budget. Assures compliance with state and local regulations for funding mechanisms. Minimum Qualifications Education: Bachelor’s degree or equivalent. Experience: 3-5 years of related experience. Licenses : Valid Texas Class C Driver's License. The City offers a full range of benefits for full time employees, including, but not limited to the plans as defined in the Benefits Guide. Summary of Benefits Closing Date/Time: 4/30/2024 5:00 PM Central
Mar 08, 2024
Full Time
Job Summary Join our dynamic team in a pivotal role as a Financial Analyst! This is accomplished by preparing the annual budget, auditing bills and payments; submitting payments and keeping account of expenses; preparing, analyzing, and reconciling expenditures and revenue data; overseeing periodic review of budgets; and performing budget modifications. Other duties include maintaining records; paying bills for department; completing indirect cost studies; and interacting with other City employees and citizens. Elevate your career in a role that blends financial expertise with meaningful interactions, contributing to the success of our organization and apply with The City of Grand Prairie today! Essential Job Functions ESSENTIAL FUNCTIONS: Prepares annual budget by preparing and checking mathematical details on annual budgets; gathering information from appropriate sources; and compiling annual budget for the city. Prepares and analyzes expenditures and revenue data by extracting data and analyzing expenditure and revenue reports; advising supervisory personnel of expenditures and revenue trends; preparing periodic reports of expenditures and revenue to point out relationships of estimates to actual expenditures to supplement City budget reports. Oversees periodic review of budgets by preparing comparative analysis of operating program; analyzing costs in relation to services performed during previous financial year; submitting reports to Supervisor with recommendations for budget revisions. Performs budget modifications by analyzing accounting records and personnel costs data to determine financial resources required to implement programs; and submitting recommendations for budget allocations. Completes other tasks by maintaining records on the budget that include internal and external forms and procedures; paying bills for department; maintaining all time sheets for department; and completing indirect cost studies. All other duties as assigned by a supervisor/manager within your department/division. MANAGEMENT SERVICES DEPARTMENT BUDGET DIVISION SPECIFIC FUNCTIONS: Gathers and compiles budget, financial, forecast, and technical information from departments, schedules meetings, and compiles materials and binders for the budget allocation process. Assists department heads in developing budget requests. Perform financial analysis and research; prepare reports and make recommendations based on findings. Prepares narrative of analysis to go along with monthly budget reports, including the internal services department allocations, and assists Financial Analyst. Enters and maintains data in the budget software and assists with testing and troubleshooting when software issues arise; maintains data integrity of the financial database by carefully reviewing and reconciling budget reports with the general ledger. Meets quarterly with department budget contacts to disseminate budget information, discuss concerns, and address unforeseen events. Prepares various surveys, census reports, and other requests from outside organizations. Primary contact to the community on questions about funding mechanisms. Prepares and presents presentations, staff reports, and resolutions for presentation to the City Council, community groups, and employee groups and answer questions. Calculates debt payments and maintains debt payment schedule. Maintains and monitors all revenue and expenditures related to capital improvement projects. Assists on special projects as requested, including completing annual surveys from various entities and assisting with the annual audit and auditors' requests for information. Assists the Budget Manager with implementing annual budget request programs and policies. Assists the Budget Manager and departments with developing and administrating the City’s operational budget. Assures compliance with state and local regulations for funding mechanisms. Minimum Qualifications Education: Bachelor’s degree or equivalent. Experience: 3-5 years of related experience. Licenses : Valid Texas Class C Driver's License. The City offers a full range of benefits for full time employees, including, but not limited to the plans as defined in the Benefits Guide. Summary of Benefits Closing Date/Time: 4/30/2024 5:00 PM Central
City of Costa Mesa, CA
Costa Mesa, California, United States
Description SALARY RANGE: Current: $99,576 - $133,440 annually ($8,298 - $11,120 per month) July 2024: $102,576 - $137,448 annually ($8,548 - $11,454 per month) THE DESCRIPTION: Under supervision, performs a variety of professional-level financial analysis in support of the City's financial management operations; prepares a diverse range of financial reports; reconciles complex financial transactions; and performs related work as required. CLASS CHARACTERISTICS: This journey-level classification is responsible for performing the full range of professional duties in support of the City's financial management operations, working independently, and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. APPLICATION AND SELECTION PROCESS: Applications must be completed and submitted online. This recruitment will remain open until filled and may close without prior notice, therefore prompt application is encouraged. First application review date is November 2, 2023. Applications must be completed and submitted on-line by the specified deadline . Candidates are requested to provide specific information regarding their education and experience as it relates to the position by completing all fields of the application. Applications may be rejected if incomplete . Do not include "see attached resume" in your responses, as they will not be accepted or reviewed in the application process. Based upon the information presented on the application, a limited number of candidates who possess qualifications most pertinent to the position will be invited to participate in the selection process. The selection process may include, but is not limited to the following components: application review and evaluation, written examination or exercise, physical examination, practical exercise and interview evaluation. Please notify the Human Resources Division 72 hours in advance of the test date if you have a disability which requires accommodation for the testing process. The eligibility list will be in effect for one (1) year, unless exhausted sooner. The eligibility list established from this recruitment may be utilized to fill lower-level vacancies which occur during the life of the list. It is recommended you use a personal email address on your application instead of a work email address. Notifications during this recruitment will be sent by email only (regardless of the notification preference selected during the on-line application process). Notifications will be sent to the email address that is listed on your online application. All employment offers made by the City are contingent upon establishing proof of a prospective candidate's legal authorization to work in the United States and successfully passing all components of the pre-employment process which may include, but is not limited to: comprehensive background check, criminal history check (livescan fingerprint check), polygraph examination, post-offer psychological evaluation and post-offer medical evaluation (may include drug screen). Based upon current and/or future assignments, an employee may be subject to pre-employment, random, reasonable and post-accident drug and alcohol testing pursuant to the Department of Transportation Regulations. Note: The provisions of this job bulletin do not constitute an expressed or implied contract. Any provisions contained within may be modified or revoked without notice. Essential Functions These functions may not be present in all positions in this class. When a position is to be filled, the essential functions will be noted in the announcement of position availability. Management reserves the right to add, modify, change or rescind work assignments as needed. Performs professional tasks in support of the City's financial management operations; prepares a variety of analyses such as revenue and expenditures, variances, personnel costs, and related fiscal documents. Prepares and/or assists in the preparation of, a diverse range of financial reports, including expenditure/revenue budget to actual comparison, monthly fiscal reports, the City's Annual Comprehensive Financial Report (ACFR), and other periodic financial reports. Conducts analysis of proposals; identifies issues and opportunities; assists with the development of alternative scenarios to improve service levels and lower costs. Explains relevant accounting guidelines to departmental staff; participates in the review and evaluation of requests to ensure compliance with City policies, procedures, and established guidelines; responds to questions, provides information and support to departments. Participates in the preparation, review, evaluation and monitoring of capital improvement program (CIP) plans and budgets; monitors and updates operating and capital budget adjustments and funding changes; reviews CIP requests for financial compliance. Reviews and performs financial analysis of various federal, state, and county grant financial reporting; prepares periodic and ad-hoc financial reports as assigned. Prepares journal entries and reconciliations for complex accounting transactions such as debt issuance and refunding, capital assets acquisition and related transactions. Provides assistance to department management, other City staff, and the public regarding fiscal or operational issues, policies, or procedures. Participates in or directs and monitors assigned projects related to debt management, treasury management and investments; performs research and statistical analysis; prepares and presents reports of findings and recommends appropriate action. Provides assistance in the enhancement of the City's core financial system, including implementing new modules and re-configuring existing applications. Compiles information and works with external parties/outside agencies on various program financial audits. Prepares and submits City Council agenda reports and various other commission, committee, and staff reports, resolutions, ordinances, and correspondence regarding assigned activities. Prepares cost estimates for labor relations. Performs other related work as required. Qualification Guidelines EDUCATION, TRAINING AND/OR EXPERIENCE: Graduation from a four-year college or university with major coursework in finance, accounting, economics, business administration, public administration, or related field. Responsible professional experience equivalent to four (4) years of full-time experience performing financial analysis, budgeting or accounting. Experience performing financial analysis, budgeting or accounting with a public agency is highly desirable. An equivalent combination of education and relevant experience that provides the desired knowledge, skills and abilities to successfully perform essential functions may also be considered. LICENSE AND/OR CERTIFICATE: Class C California Driver's License. Revocation of license during employment may result in disciplinary action or reassignment. REQUISITE KNOWLEDGE AND SKILL LEVELS: For detailed information on the requisite knowledge, skills, and abilities for this classification, please refer to the specific job description. The job description can be viewed by clicking the link below: Financial Analyst Supplemental Information PUBLIC EMPLOYEE DISASTER SERVICE WORKER: In accordance with Government Code Section 3100 - all City of Costa Mesa employees are required to perform assigned disaster service worker duties in the event of an emergency or a disaster. PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS : Please contact Human Resources for a summary of the essential tasks and environmental factors for this classification. Employee accommodations for physical or mental disabilities will be considered on a case-by-case basis. To view benefit information for all groups, Click Here New employees contribute 9% of their salary on a pre-tax basis towards the 2%@60 or 2%@62 CalPERS retirement formula depending on eligibility. Salary Increases: Effective July 2024: 3% increase Employees receive the following health insurance flexible benefits contribution: Current: $1,600monthly Effective January 2025: $1,650monthly The City does not participate in the Social Security system; however, federal mandate requires new employees to contribute 1.45% of wages to Medicare. As a condition of employment, all new employees are required to enroll and participate in the direct deposit program. Closing Date/Time:
Mar 08, 2024
Full Time
Description SALARY RANGE: Current: $99,576 - $133,440 annually ($8,298 - $11,120 per month) July 2024: $102,576 - $137,448 annually ($8,548 - $11,454 per month) THE DESCRIPTION: Under supervision, performs a variety of professional-level financial analysis in support of the City's financial management operations; prepares a diverse range of financial reports; reconciles complex financial transactions; and performs related work as required. CLASS CHARACTERISTICS: This journey-level classification is responsible for performing the full range of professional duties in support of the City's financial management operations, working independently, and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. APPLICATION AND SELECTION PROCESS: Applications must be completed and submitted online. This recruitment will remain open until filled and may close without prior notice, therefore prompt application is encouraged. First application review date is November 2, 2023. Applications must be completed and submitted on-line by the specified deadline . Candidates are requested to provide specific information regarding their education and experience as it relates to the position by completing all fields of the application. Applications may be rejected if incomplete . Do not include "see attached resume" in your responses, as they will not be accepted or reviewed in the application process. Based upon the information presented on the application, a limited number of candidates who possess qualifications most pertinent to the position will be invited to participate in the selection process. The selection process may include, but is not limited to the following components: application review and evaluation, written examination or exercise, physical examination, practical exercise and interview evaluation. Please notify the Human Resources Division 72 hours in advance of the test date if you have a disability which requires accommodation for the testing process. The eligibility list will be in effect for one (1) year, unless exhausted sooner. The eligibility list established from this recruitment may be utilized to fill lower-level vacancies which occur during the life of the list. It is recommended you use a personal email address on your application instead of a work email address. Notifications during this recruitment will be sent by email only (regardless of the notification preference selected during the on-line application process). Notifications will be sent to the email address that is listed on your online application. All employment offers made by the City are contingent upon establishing proof of a prospective candidate's legal authorization to work in the United States and successfully passing all components of the pre-employment process which may include, but is not limited to: comprehensive background check, criminal history check (livescan fingerprint check), polygraph examination, post-offer psychological evaluation and post-offer medical evaluation (may include drug screen). Based upon current and/or future assignments, an employee may be subject to pre-employment, random, reasonable and post-accident drug and alcohol testing pursuant to the Department of Transportation Regulations. Note: The provisions of this job bulletin do not constitute an expressed or implied contract. Any provisions contained within may be modified or revoked without notice. Essential Functions These functions may not be present in all positions in this class. When a position is to be filled, the essential functions will be noted in the announcement of position availability. Management reserves the right to add, modify, change or rescind work assignments as needed. Performs professional tasks in support of the City's financial management operations; prepares a variety of analyses such as revenue and expenditures, variances, personnel costs, and related fiscal documents. Prepares and/or assists in the preparation of, a diverse range of financial reports, including expenditure/revenue budget to actual comparison, monthly fiscal reports, the City's Annual Comprehensive Financial Report (ACFR), and other periodic financial reports. Conducts analysis of proposals; identifies issues and opportunities; assists with the development of alternative scenarios to improve service levels and lower costs. Explains relevant accounting guidelines to departmental staff; participates in the review and evaluation of requests to ensure compliance with City policies, procedures, and established guidelines; responds to questions, provides information and support to departments. Participates in the preparation, review, evaluation and monitoring of capital improvement program (CIP) plans and budgets; monitors and updates operating and capital budget adjustments and funding changes; reviews CIP requests for financial compliance. Reviews and performs financial analysis of various federal, state, and county grant financial reporting; prepares periodic and ad-hoc financial reports as assigned. Prepares journal entries and reconciliations for complex accounting transactions such as debt issuance and refunding, capital assets acquisition and related transactions. Provides assistance to department management, other City staff, and the public regarding fiscal or operational issues, policies, or procedures. Participates in or directs and monitors assigned projects related to debt management, treasury management and investments; performs research and statistical analysis; prepares and presents reports of findings and recommends appropriate action. Provides assistance in the enhancement of the City's core financial system, including implementing new modules and re-configuring existing applications. Compiles information and works with external parties/outside agencies on various program financial audits. Prepares and submits City Council agenda reports and various other commission, committee, and staff reports, resolutions, ordinances, and correspondence regarding assigned activities. Prepares cost estimates for labor relations. Performs other related work as required. Qualification Guidelines EDUCATION, TRAINING AND/OR EXPERIENCE: Graduation from a four-year college or university with major coursework in finance, accounting, economics, business administration, public administration, or related field. Responsible professional experience equivalent to four (4) years of full-time experience performing financial analysis, budgeting or accounting. Experience performing financial analysis, budgeting or accounting with a public agency is highly desirable. An equivalent combination of education and relevant experience that provides the desired knowledge, skills and abilities to successfully perform essential functions may also be considered. LICENSE AND/OR CERTIFICATE: Class C California Driver's License. Revocation of license during employment may result in disciplinary action or reassignment. REQUISITE KNOWLEDGE AND SKILL LEVELS: For detailed information on the requisite knowledge, skills, and abilities for this classification, please refer to the specific job description. The job description can be viewed by clicking the link below: Financial Analyst Supplemental Information PUBLIC EMPLOYEE DISASTER SERVICE WORKER: In accordance with Government Code Section 3100 - all City of Costa Mesa employees are required to perform assigned disaster service worker duties in the event of an emergency or a disaster. PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS : Please contact Human Resources for a summary of the essential tasks and environmental factors for this classification. Employee accommodations for physical or mental disabilities will be considered on a case-by-case basis. To view benefit information for all groups, Click Here New employees contribute 9% of their salary on a pre-tax basis towards the 2%@60 or 2%@62 CalPERS retirement formula depending on eligibility. Salary Increases: Effective July 2024: 3% increase Employees receive the following health insurance flexible benefits contribution: Current: $1,600monthly Effective January 2025: $1,650monthly The City does not participate in the Social Security system; however, federal mandate requires new employees to contribute 1.45% of wages to Medicare. As a condition of employment, all new employees are required to enroll and participate in the direct deposit program. Closing Date/Time:
Clark County Water Reclamation District
Las Vegas, NV, United States
ABOUT THE POSITION The Clark County Water Reclamation District is seeking qualified candidates to apply for the Principal Financial Analyst (Project Controls Systems Administrator) position. This position will be primarily responsible for: Understanding needs of and support project delivery for District CIP engineering and construction projects Supporting project delivery processes and data management through configuration, development, and maintenance of multiple web applications Integrating project management web applications with on-premise and cloud applications, e.g. Oracle Financials, Oracle Primavera Cloud applications, ADS Managing full scope of web application development, testing, and deployment Providing software and database development as needed for improved project delivery Evaluating and utilizing wide range of technologies and systems Click here to view a complete description of the job classification. This recruitment will establish an Open Competitive Eligibility list to fill current and/or future vacancies that may occur within the next six (6) months or may be extended as needed by Human Resources. This position is confidential and excluded from membership in the union. Human Resources reserves the right to call only the most qualified applicants to the selection process. MINIMUM REQUIREMENTS Education and Experience: Master's Degree in Business, Economics, Finance, or related field, AND two (2) years of full-time professional experience in budget development and administration and/or cost and revenue projection and control. A Bachelor's degree in appropriate field and an additional two (2) years of full-time professional experience that has provided the necessary skills and knowledge to perform all necessary job functions at this level may be substituted for the advanced degree. Experience in a public agency setting desirable. Qualifying education and experience must be clearly documented in the "Education" and "Work Experience" sections of the application. Do not substitute a resume for your application or write "see attached resume" on your application. Licensing and Certification: Specified positions may require possession of a valid Nevada Class C Driver's License at time of appointment. Background Investigation: Employment is contingent upon successful completion of a background investigation. Periodically after employment background investigations may be conducted. Pre-Employment Drug Testing: Employment is contingent upon the results of a pre-employment drug examination. EXAMPLES OF DUTIES Click here to view a complete description of the job classification. PHYSICAL DEMANDS Click here to view a complete description of the job classification. Closing Date/Time: 4/23/2024 5:01 PM Pacific
Apr 10, 2024
Full Time
ABOUT THE POSITION The Clark County Water Reclamation District is seeking qualified candidates to apply for the Principal Financial Analyst (Project Controls Systems Administrator) position. This position will be primarily responsible for: Understanding needs of and support project delivery for District CIP engineering and construction projects Supporting project delivery processes and data management through configuration, development, and maintenance of multiple web applications Integrating project management web applications with on-premise and cloud applications, e.g. Oracle Financials, Oracle Primavera Cloud applications, ADS Managing full scope of web application development, testing, and deployment Providing software and database development as needed for improved project delivery Evaluating and utilizing wide range of technologies and systems Click here to view a complete description of the job classification. This recruitment will establish an Open Competitive Eligibility list to fill current and/or future vacancies that may occur within the next six (6) months or may be extended as needed by Human Resources. This position is confidential and excluded from membership in the union. Human Resources reserves the right to call only the most qualified applicants to the selection process. MINIMUM REQUIREMENTS Education and Experience: Master's Degree in Business, Economics, Finance, or related field, AND two (2) years of full-time professional experience in budget development and administration and/or cost and revenue projection and control. A Bachelor's degree in appropriate field and an additional two (2) years of full-time professional experience that has provided the necessary skills and knowledge to perform all necessary job functions at this level may be substituted for the advanced degree. Experience in a public agency setting desirable. Qualifying education and experience must be clearly documented in the "Education" and "Work Experience" sections of the application. Do not substitute a resume for your application or write "see attached resume" on your application. Licensing and Certification: Specified positions may require possession of a valid Nevada Class C Driver's License at time of appointment. Background Investigation: Employment is contingent upon successful completion of a background investigation. Periodically after employment background investigations may be conducted. Pre-Employment Drug Testing: Employment is contingent upon the results of a pre-employment drug examination. EXAMPLES OF DUTIES Click here to view a complete description of the job classification. PHYSICAL DEMANDS Click here to view a complete description of the job classification. Closing Date/Time: 4/23/2024 5:01 PM Pacific
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band E (Senior Financial Analyst) Annual Salary Range $ 112,048.72 (Minimum) - $ 145,662.97 (Maximum) The negotiable salary offer will be between $112,048.72 - $135.312.13 /annually commensurate with experience and education. AFSCME Pay Band G (Principal Financial Analyst) Annual Salary Range $ 127,505.43 (Minimum) - $ 165,757.06 (Maximum) The negotiable salary offer will be between $127,505.43 - $151,482.76 /annually commensurate with experience and education. Reports To Manager of Capital Financial Planning Current Assignment The San Francisco Bay Area Rapid Transit District (BART) is recruiting to fill two vacant Principal or Senior Capital Planning Analyst (Financial Analyst) positions (distinction will be made based on skills and work experience of the applicants). The selected incumbent applicants will be responsible for developing the District’s more than $25 billion Capital Investment Plan, including internal coordination to collect and validate capital needs and fund source data, model development to optimize data analysis and forecasting, data representation and drafting of related narratives and presentations; preparing and managing multimillion- and multibillion-dollar capital project funding plans; preparing capital plan reports; performing ad-hoc analyses to support District capital funding strategy; and managing relationships with internal and external partners. Other assignments may include supporting District-wide initiatives and other related projects. Key responsibilities for these positions include identifying and resolving complex financial funding and analytical issues, which require strong execution and analytical critical thinking abilities such as: - Working independently and defining workload, deliverables and schedule. - Balancing multiple and sometimes conflicting priorities and stakeholders. - Using critical thinking and analytical capabilities to build data models, perform data analysis, and draw insights to support District decision-making. -Taking initiative, including developing and supporting process improvements. - Identifying and understanding issues, problems and opportunities; and devising appropriate solutions. - Building and maintaining relationships with internal BART departments and with external agencies. - Interpreting and implementing funding agreements with other agencies; and preparing concise and clear communications, including reports. In 2022, BART celebrated 50 years of operating a heavy-rail transit system serving the San Francisco Bay Area. The transit backbone of the region, BART carries half of the region’s miles traveled on transit along more than 130 miles of track and through 50 stations across five counties. BART connects to 18 other transit operators, including the Capital Corridor, and represents almost 90% of all transit transfers. BART’s capital program focuses on sustaining the reliability, safety and resilience of the system’s existing assets, while also investing in improvements to enhance the customer experience and stimulate ridership, such as those that support transit-oriented development. The Senior or Principal Capital Planning Analyst in the Capital Financial Planning division serves an important role in helping the Board and senior executives to understand the scope and scale of BART’s current and forecast capital program, to facilitate data-driven prioritization of planned capital investments and to support the development of a coherent capital program funding strategy. In the current financial landscape, BART is faced with many financial challenges and pressures, including projected operating revenue deficits and construction material and labor cost escalation. If you love solving problems, enjoy strategic and critical thinking, and are adept at stakeholder engagement - it’s a particularly exciting time to work for BART! BART offers remote work opportunities, competitive compensation including great benefits, and a dynamic work environment. Selection Process Initial screening of applications will begin in May 2024. This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. Examples of Duties Principal Financial Analyst Establishes schedules and methods for providing financial analysis services; identifies resource needs; reviews needs with appropriate management staff; allocates resources accordingly. Participates in the development of policies and procedures; monitors work activities to ensure compliance with established policies and procedures; makes recommendations for changes and improvements to existing standards and procedures. Recommends and assists in the implementation of goals and objectives; implements approved policies and procedures. Conducts complex financial and management studies to evaluate District system performance and operating efficiency; prepares and presents study findings and recommendations; implements recommendations and provides assistance to District departments in assessing performance against stated objectives. Performs the most technical and complex tasks of the work unit including specialized analyses and studies related to the District's budgeting, financial control and management analysis functions. Provides financial oversight on assigned projects; identifies funding sources; projects cash flow requirements; maintains budgetary records for proposed projects; compiles actual project costs; performs financial, statistical and comparative analysis of actual and budgeted costs. Participates in the preparation and administration of District-wide budgets; compiles and analyzes budget data; coordinates activities within other divisions and departments. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances; ensures that cost control methods are implemented and applied to program objectives. Develops and recommends improvements to computerized financial management system. Participates in the selection of assigned staff; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline procedures. Prepares analytical and statistical reports on operations and activities. Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of financial analysis and program management. May plan, prioritize, assign, supervise, review and participate in the work of staff responsible for complex financial, statistical and project control analysis in assigned area. Senior Financial Analyst: Participates in the more difficult work of staff responsible for complex financial, statistical, and program management analysis in assigned division area. Participates in the preparation, administration, and monitoring of District-wide budgets; compiles and analyzes budget data; monitors funding agreements and maintains budget schedules to assure conformance with funding agencies; ensures maintenance of expenditure records which conform to funding agency and District reporting requirements. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances, ensures that cost control methods are implemented and applied to program objectives; analyzes funding and cost data for management inquiries regarding work plans, consultants, and contract authority. Monitors and administers construction or funding agreement contracts in accordance with District and mandated guidelines; compiles actual costs by project; performs financial, statistical and comparative analysis of actual and budget costs. Identifies funding sources for proposed projects; projects cash flow requirements; maintains budgetary records for proposed projects. Provides support to project managers in setting budgets, schedules and estimates; tracks progress on projects versus original budgets and schedules; works closely with project staff and consultants to ensure project compliance. Develops and recommends improvements to computerized financial management system. Coordinates project activities with other departments, divisions and external agencies; works closely with other divisions to apply for and monitor the use of fund grants from city, county, state, and federal sources; monitors work in progress and authorizes contract payments. Conducts financial and management studies to evaluate system performance and operating efficiencies; presents studies to communicate findings and recommendations to senior management and the Board of Directors. May train assigned employees in their areas of work including budgeting and financial analysis methods, procedures and techniques. Prepares quarterly, semi-annual, and special analytical and statistical reports on operations and activities for management, regulatory and outside agencies. Reviews invoices; determines budget conformity; reports discrepancies and billing adjustments. Prepares the Annual Budget and the 5-Year forecast for each capital project and program assigned; involves budgeting for staffing requirements and coordinating with various departments who support the projects; includes budgeting for non-labor expenses for the budget year and for the out years. Participates in special projects as assigned. Minimum Qualifications Principal Financial Analyst: Education : A Bachelor’s degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Senior Financial Analyst: Education : A bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional budgetary, financial, or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Principal Financial Analyst: Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of supervision, training and performance evaluation. Principles of financial and operational analysis. Financial, statistical and comparative analysis techniques and formulas. Principles and practices of project budget development, administration and control. Advanced principles and practices of accounting. Principles and practices of financial project management and scheduling. Methods and techniques for assessing performance against established objectives. Current office procedures, methods and equipment including computers. Applicable computer software applications. Related Federal, State and local laws, codes and regulations. Skill in : Selecting, supervising, training and evaluating staff. Performing complex financial, statistical, comparative and management analyses. Establishing and implementing procedures for budget and project control. Identifying funding sources for proposed and current projects. Performing accurate complex financial calculations. Developing, organizing and maintaining accurate financial records. Interpreting complex computerized records and reports. Interpreting complex contract provisions and change orders. Interpreting and explaining District policies and procedures. Preparing clear and concise financial and administrative reports. Operating office equipment including computers and supporting word processing and spreadsheet applications. Communicating Senior Financial Analyst: Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of lead supervision and training. Principles of financial and operational analysis. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project management. Principles and practices of engineering and construction management. Advanced principles, practices, and procedures of accounting. Financial, statistical and comparative analysis principles, techniques and formulas. Principles and practices of project budget development, administration and control. Principles and practices of procurement. Methods and techniques for assessing performance against established objectives. Principles and practices of project scheduling. Principles and practices of financial record keeping and reporting. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and statistical analyses. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of assigned staff. Monitoring and reporting budget variances. Analyzing problems, identifying alternative solutions and implementing recommendations. Identifying funding sources for proposed and current projects. Creating timely purchase requisitions and disbursements of purchase orders. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing technical documents, proposals, contracts, and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: 7/31/2024 11:59 PM Pacific
Apr 05, 2024
Full Time
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band E (Senior Financial Analyst) Annual Salary Range $ 112,048.72 (Minimum) - $ 145,662.97 (Maximum) The negotiable salary offer will be between $112,048.72 - $135.312.13 /annually commensurate with experience and education. AFSCME Pay Band G (Principal Financial Analyst) Annual Salary Range $ 127,505.43 (Minimum) - $ 165,757.06 (Maximum) The negotiable salary offer will be between $127,505.43 - $151,482.76 /annually commensurate with experience and education. Reports To Manager of Capital Financial Planning Current Assignment The San Francisco Bay Area Rapid Transit District (BART) is recruiting to fill two vacant Principal or Senior Capital Planning Analyst (Financial Analyst) positions (distinction will be made based on skills and work experience of the applicants). The selected incumbent applicants will be responsible for developing the District’s more than $25 billion Capital Investment Plan, including internal coordination to collect and validate capital needs and fund source data, model development to optimize data analysis and forecasting, data representation and drafting of related narratives and presentations; preparing and managing multimillion- and multibillion-dollar capital project funding plans; preparing capital plan reports; performing ad-hoc analyses to support District capital funding strategy; and managing relationships with internal and external partners. Other assignments may include supporting District-wide initiatives and other related projects. Key responsibilities for these positions include identifying and resolving complex financial funding and analytical issues, which require strong execution and analytical critical thinking abilities such as: - Working independently and defining workload, deliverables and schedule. - Balancing multiple and sometimes conflicting priorities and stakeholders. - Using critical thinking and analytical capabilities to build data models, perform data analysis, and draw insights to support District decision-making. -Taking initiative, including developing and supporting process improvements. - Identifying and understanding issues, problems and opportunities; and devising appropriate solutions. - Building and maintaining relationships with internal BART departments and with external agencies. - Interpreting and implementing funding agreements with other agencies; and preparing concise and clear communications, including reports. In 2022, BART celebrated 50 years of operating a heavy-rail transit system serving the San Francisco Bay Area. The transit backbone of the region, BART carries half of the region’s miles traveled on transit along more than 130 miles of track and through 50 stations across five counties. BART connects to 18 other transit operators, including the Capital Corridor, and represents almost 90% of all transit transfers. BART’s capital program focuses on sustaining the reliability, safety and resilience of the system’s existing assets, while also investing in improvements to enhance the customer experience and stimulate ridership, such as those that support transit-oriented development. The Senior or Principal Capital Planning Analyst in the Capital Financial Planning division serves an important role in helping the Board and senior executives to understand the scope and scale of BART’s current and forecast capital program, to facilitate data-driven prioritization of planned capital investments and to support the development of a coherent capital program funding strategy. In the current financial landscape, BART is faced with many financial challenges and pressures, including projected operating revenue deficits and construction material and labor cost escalation. If you love solving problems, enjoy strategic and critical thinking, and are adept at stakeholder engagement - it’s a particularly exciting time to work for BART! BART offers remote work opportunities, competitive compensation including great benefits, and a dynamic work environment. Selection Process Initial screening of applications will begin in May 2024. This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. Examples of Duties Principal Financial Analyst Establishes schedules and methods for providing financial analysis services; identifies resource needs; reviews needs with appropriate management staff; allocates resources accordingly. Participates in the development of policies and procedures; monitors work activities to ensure compliance with established policies and procedures; makes recommendations for changes and improvements to existing standards and procedures. Recommends and assists in the implementation of goals and objectives; implements approved policies and procedures. Conducts complex financial and management studies to evaluate District system performance and operating efficiency; prepares and presents study findings and recommendations; implements recommendations and provides assistance to District departments in assessing performance against stated objectives. Performs the most technical and complex tasks of the work unit including specialized analyses and studies related to the District's budgeting, financial control and management analysis functions. Provides financial oversight on assigned projects; identifies funding sources; projects cash flow requirements; maintains budgetary records for proposed projects; compiles actual project costs; performs financial, statistical and comparative analysis of actual and budgeted costs. Participates in the preparation and administration of District-wide budgets; compiles and analyzes budget data; coordinates activities within other divisions and departments. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances; ensures that cost control methods are implemented and applied to program objectives. Develops and recommends improvements to computerized financial management system. Participates in the selection of assigned staff; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline procedures. Prepares analytical and statistical reports on operations and activities. Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of financial analysis and program management. May plan, prioritize, assign, supervise, review and participate in the work of staff responsible for complex financial, statistical and project control analysis in assigned area. Senior Financial Analyst: Participates in the more difficult work of staff responsible for complex financial, statistical, and program management analysis in assigned division area. Participates in the preparation, administration, and monitoring of District-wide budgets; compiles and analyzes budget data; monitors funding agreements and maintains budget schedules to assure conformance with funding agencies; ensures maintenance of expenditure records which conform to funding agency and District reporting requirements. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances, ensures that cost control methods are implemented and applied to program objectives; analyzes funding and cost data for management inquiries regarding work plans, consultants, and contract authority. Monitors and administers construction or funding agreement contracts in accordance with District and mandated guidelines; compiles actual costs by project; performs financial, statistical and comparative analysis of actual and budget costs. Identifies funding sources for proposed projects; projects cash flow requirements; maintains budgetary records for proposed projects. Provides support to project managers in setting budgets, schedules and estimates; tracks progress on projects versus original budgets and schedules; works closely with project staff and consultants to ensure project compliance. Develops and recommends improvements to computerized financial management system. Coordinates project activities with other departments, divisions and external agencies; works closely with other divisions to apply for and monitor the use of fund grants from city, county, state, and federal sources; monitors work in progress and authorizes contract payments. Conducts financial and management studies to evaluate system performance and operating efficiencies; presents studies to communicate findings and recommendations to senior management and the Board of Directors. May train assigned employees in their areas of work including budgeting and financial analysis methods, procedures and techniques. Prepares quarterly, semi-annual, and special analytical and statistical reports on operations and activities for management, regulatory and outside agencies. Reviews invoices; determines budget conformity; reports discrepancies and billing adjustments. Prepares the Annual Budget and the 5-Year forecast for each capital project and program assigned; involves budgeting for staffing requirements and coordinating with various departments who support the projects; includes budgeting for non-labor expenses for the budget year and for the out years. Participates in special projects as assigned. Minimum Qualifications Principal Financial Analyst: Education : A Bachelor’s degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Senior Financial Analyst: Education : A bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional budgetary, financial, or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Principal Financial Analyst: Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of supervision, training and performance evaluation. Principles of financial and operational analysis. Financial, statistical and comparative analysis techniques and formulas. Principles and practices of project budget development, administration and control. Advanced principles and practices of accounting. Principles and practices of financial project management and scheduling. Methods and techniques for assessing performance against established objectives. Current office procedures, methods and equipment including computers. Applicable computer software applications. Related Federal, State and local laws, codes and regulations. Skill in : Selecting, supervising, training and evaluating staff. Performing complex financial, statistical, comparative and management analyses. Establishing and implementing procedures for budget and project control. Identifying funding sources for proposed and current projects. Performing accurate complex financial calculations. Developing, organizing and maintaining accurate financial records. Interpreting complex computerized records and reports. Interpreting complex contract provisions and change orders. Interpreting and explaining District policies and procedures. Preparing clear and concise financial and administrative reports. Operating office equipment including computers and supporting word processing and spreadsheet applications. Communicating Senior Financial Analyst: Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of lead supervision and training. Principles of financial and operational analysis. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project management. Principles and practices of engineering and construction management. Advanced principles, practices, and procedures of accounting. Financial, statistical and comparative analysis principles, techniques and formulas. Principles and practices of project budget development, administration and control. Principles and practices of procurement. Methods and techniques for assessing performance against established objectives. Principles and practices of project scheduling. Principles and practices of financial record keeping and reporting. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and statistical analyses. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of assigned staff. Monitoring and reporting budget variances. Analyzing problems, identifying alternative solutions and implementing recommendations. Identifying funding sources for proposed and current projects. Creating timely purchase requisitions and disbursements of purchase orders. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing technical documents, proposals, contracts, and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: 7/31/2024 11:59 PM Pacific
Kitsap County, WA
Port Orchard, Washington, United States
OVERVIEW POSITION OVERVIEW The Grant Analyst is the main lead and point of contact for the Public Works grant administration team and ensures proper coordination of work. Grants could be federal, state or local, and this would include loans from state agencies such as the Dept. of Commerce or Ecology, etc.). The position keeps the appropriate staff informed about upcoming deadlines and deliverables to ensure the smooth completion of work responsibilities. The position observes whether other grant team members are carrying out their duties and distributes the grants administration workload fairly. The position may recruit and train new personnel for positions on the grants administration team. The Grant Analyst will build reporting platforms for division leaders (division managers, construction managers, project engineers, etc.) and keep track of the paperwork and other materials related to grant funded programs. The position will work with division leaders to prepare financial or budget plans and allocations. The position will maintain spreadsheets for all billings, record them, and provide the necessary reports for cost allocation. The position will distribute and track grant proceeds to applicable divisions and monitor how the grants are being used to ensure compliance with the original contract. The position will provide support and information to the county and state auditor regarding the grant process for Public Works. The Grant Analyst conducts pertinent research to find possible grant funding opportunities, then assesses the findings. The position determines if a division is eligible to receive funding by reviewing grant applications and investigates illegitimate and inefficient funding sources. The position oversees and assists with Public Work’s grant requirements and application process. The position makes sure that grants are used in a way that meets Public Work’s financial and operational needs. The Grant Analyst oversees the billing, accounting, reporting, and other administrative tasks to ensure the grant process is carried out successfully. The position will communicate proficiently with grant funding agencies and ensure all reporting requirements and deadlines are met. The position will maintain grant records, assess financial reports, and conduct grant expenditure reviews to analyze progress. The position determines and creates plans and processes to enhance the grants administration procedures. Work is performed with general supervision and limited technical instruction, requiring sound judgment and initiative, with latitude to develop practical methods and processes within established guidelines. The position makes decisions within statutory requirements, established policies, guidelines, and procedures. Work is reviewed by the supervisor for accuracy, statutory conformance, and compliance with performance standards. QUALIFICATIONS FOR PERFORMANCE OF THE ESSENTIAL FUNCTIONS REQUIRED EDUCATION AND EXPERIENCE: Bachelor's Degree in accounting, business administration, public administration, finance, economics or directly related field and Four years of progressively responsible professional experience in grant management, financial administration, and project management; or Any equivalent combination of experience and education that provides the applicant with the desired knowledge, skills and ability required to perform the work. Required Licenses, Certificates, Examinations/Tests and Other Requirements Please note: The incumbent is responsible for obtaining and maintaining all of the following required licenses, certifications and other requirements. Prior to employment, the successful candidate must: Submit copies of valid certifications and/or official transcripts from an accredited college or university or business school, if education is being used to meet the minimum qualifications. Pass all job-related examinations/tests necessary to demonstrate required knowledge, skills and abilities, as determined by the hiring authority at time of job posting. Authorize and complete a criminal background check. Information received is reviewed on a case-by-case basis and will not necessarily remove a candidate from consideration. PHYSICAL REQUIREMENTS AND WORKING ENVIRONMENT (The physical demands described are representative of those that must be met by the employee to successfully perform the essential functions of this job. Kitsap County provides reasonable accommodation to enable individuals with disabilities to perform the essential functions.) The duties in this position are performed in an office setting utilizing standard office equipment. Knowledge, Skills and abilities: Appear for scheduled work and complete assigned tasks within a reasonable period of time. Establish and maintain effective working relationships with others using tact, courtesy and good judgment. Maintain confidentiality and adhere to policy and procedures of the county and department. Communicate effectively orally and in writing. Utilize various computer applications specific to the department including databases, word processing, document imaging, spreadsheets, and web-based systems for entering, retrieving and researching data and records. Physically perform assigned duties and essential functions of the position. Financial analysis skills: To assess a project’s feasibility, a grants analyst needs to be able to analyze financial data. This entails having the ability to read and comprehend financial statements as well as other data or reports that provide financial information. Grants analyst need to have the ability to comprehend and analyze financial data. Project management skills: A Grant Analyst will often have more than one grant to manage concurrently. The position will manage many activities and deadlines at once by using project management skills. This can involve handling finances, keeping track of project milestones, and assessing the progress of the grant. Communication skills: The Grants Analyst will convey grant information clearly and effectively to various stakeholders. Excellent oral and written communication skills are necessary. Organizational skills: The Grant Analyst can have more than one grant for multiple divisions to manage simultaneously. The state of each grant, its deadlines, and the resources required for each, are all details that having great organizing skills may help the position keep track of. Time management skills: The capacity to organize and complete things within a predetermined time range is essential. Being able to manage numerous projects at once is a must for the position. It’s also important for the position to be able to assign tasks to others and follow up regularly to make sure that deadlines are met. ILLUSTRATIVE EXAMPLE OF DUTIES In this role, you will have opportunity to: Manage the grant administration process for Public Works. Ensure compliance with grant requirements. Liaison and be the main point of contact for grant funding agencies. Track grant results. Support Public Works division leaders and staff in researching grant funding opportunities and applying for grants. Manage and track grant applications and awards. Manage cost allocation plan for grant management and oversee the expansion of the financial responsibilities for the new programs and training staff. Ensure financial program compliance with revenue contracts and grants. Interpret and apply complex statistical methodology and instructions for use of grant revenue. Provide support and information regarding the Public Works grants administration to division leaders, county and state auditors, etc. Build reporting to track grants, grant cost allocations, and administrative reimbursement limits. Analyzed variances between actual and budgeted financial reports and leads solution focused budget discussions with the management team. Create processing, provide direction and oversight to staff whose duties supports grants across all divisions, including monitoring budget line items and funding; gathering data and reports, and planning workload to meet deadlines. Responsible for various reporting requirements, including preparing and filing the Roads Title VI report annually. OTHER POSITION RELATED INFORMATION Who May Apply : This position is open to the general Public. Applications will be screened for qualifications and completion of all the required materials and forms. The most competitive applicants may be contacted for further steps in the selection process, which may include testing for office and computer skills. This position is classified as exempt from overtime under the Fair Labor Standards Act (FLSA) This position is non-represented and covered under the Kitsap County Personnel Manual. Internal applicants should be aware that a change in union status or bargaining unit may impact your benefits and accruals. Please contact Human Resources if you have questions. Kitsap County is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please contact our Human Resources Office. This recruitment is being used to fill an existing open position, and may be used to fill future openings for up to six (6) months. Work hours for this position are typically Monday - Friday, 8 a.m. - 4:30 p.m. Flexible hours are available, as approved by management. Only authorized employees and hiring authorities have access to the application materials submitted. Per RCW 42.56.250, all applications for public employment, including the names of applicants, resumes, and other related materials submitted with respect to an applicant are exempt from public inspection. Open until filled. Applications are reviewed weekly. At Kitsap County, we strive to take care of our team! Our employees are the greatest asset of Kitsap County, and we take pride in offering a highly competitive compensation and benefits package to all eligible employees. County Paid Benefits Include: Medical - Kaiser Permanente (HMO) or Aetna (PPO) Dental -Delta Dental or Willamette Vision - VSP Flexible Spending Accounts (FSA) Life Insurance - Basic, Accidental Death and Dismemberment (AD&D), Voluntary Term Life Insurance (VTL) Disability - Short-term disability & Long-term disability Voya Voluntary Insurance Transportation incentives Employee Assistance Program Travel Assistance Program Wellness program https://spf.kitsapgov.com/hr/Pages/Wellness.aspx Benefits become effective on the first calendar day of the month following the month in which the employee is hired except if the employee's hire date is the first calendar day of the month, benefits begin on the day of hire. More information about employee benefits is available on the county's website at: https://spf.kitsapgov.com/hr/Pages/Benefits.aspx or the Kitsap County Digital Benefits Guide . *Voluntary benefit options also available at the employee's expense Retirement: Employees are covered under the PERS retirement plan provided through the Washington State Department of Retirement Systems and Social Security. Deferred Compensation (IRS Plan 457b): tax-deferred savings program Holidays 11 paid holidays and 2 additional floating holiday per year Vacation Leave New employees are credited with 48 hours of annual leave upon hire and will be begin accruing at the rate of 8 hours per month starting on their 7th month of employment. Employees may carry over 360 hours from one calendar year to the next. Annual leave accrual will increase upon tenure, as follows: Upon completion of 3 years: 15 days per year (10.00 hours per month) Upon completion of 5 years: 20 days per year (13.33 hours per month) Upon completion of 10 years: 25 days per year (16.67 hours per month) Sick Leave All new hires will be credited with 48 hours of sick leave upon hire and will begin accruing at the rate of 8 hours per month starting on their 7th month of employment. Employees may carry over 1200 hours from one calendar year to the next. ***Part-time employees benefit contributions and leave accruals will beprorated*** Current County Employees If you are transferring or promoting into this position you are responsible for reviewing these benefit changes; prior to accepting a position. In addition, it is your responsibility to notify the Auditor's Payroll Division of a change in union status. NOTE: This is a general overview of the benefits offered through employment with Kitsap County, and every effort has been made to ensure its accuracy. If any information on this document conflicts or is incorrect with the provisions of the Personnel Manual, applicable laws, policies, rules or official plan documents they will prevail. The Personnel Manual is available at: https://www.kitsapgov.com/hr/Pages/Personnel-Manual-2019.aspx
Apr 02, 2024
Full Time
OVERVIEW POSITION OVERVIEW The Grant Analyst is the main lead and point of contact for the Public Works grant administration team and ensures proper coordination of work. Grants could be federal, state or local, and this would include loans from state agencies such as the Dept. of Commerce or Ecology, etc.). The position keeps the appropriate staff informed about upcoming deadlines and deliverables to ensure the smooth completion of work responsibilities. The position observes whether other grant team members are carrying out their duties and distributes the grants administration workload fairly. The position may recruit and train new personnel for positions on the grants administration team. The Grant Analyst will build reporting platforms for division leaders (division managers, construction managers, project engineers, etc.) and keep track of the paperwork and other materials related to grant funded programs. The position will work with division leaders to prepare financial or budget plans and allocations. The position will maintain spreadsheets for all billings, record them, and provide the necessary reports for cost allocation. The position will distribute and track grant proceeds to applicable divisions and monitor how the grants are being used to ensure compliance with the original contract. The position will provide support and information to the county and state auditor regarding the grant process for Public Works. The Grant Analyst conducts pertinent research to find possible grant funding opportunities, then assesses the findings. The position determines if a division is eligible to receive funding by reviewing grant applications and investigates illegitimate and inefficient funding sources. The position oversees and assists with Public Work’s grant requirements and application process. The position makes sure that grants are used in a way that meets Public Work’s financial and operational needs. The Grant Analyst oversees the billing, accounting, reporting, and other administrative tasks to ensure the grant process is carried out successfully. The position will communicate proficiently with grant funding agencies and ensure all reporting requirements and deadlines are met. The position will maintain grant records, assess financial reports, and conduct grant expenditure reviews to analyze progress. The position determines and creates plans and processes to enhance the grants administration procedures. Work is performed with general supervision and limited technical instruction, requiring sound judgment and initiative, with latitude to develop practical methods and processes within established guidelines. The position makes decisions within statutory requirements, established policies, guidelines, and procedures. Work is reviewed by the supervisor for accuracy, statutory conformance, and compliance with performance standards. QUALIFICATIONS FOR PERFORMANCE OF THE ESSENTIAL FUNCTIONS REQUIRED EDUCATION AND EXPERIENCE: Bachelor's Degree in accounting, business administration, public administration, finance, economics or directly related field and Four years of progressively responsible professional experience in grant management, financial administration, and project management; or Any equivalent combination of experience and education that provides the applicant with the desired knowledge, skills and ability required to perform the work. Required Licenses, Certificates, Examinations/Tests and Other Requirements Please note: The incumbent is responsible for obtaining and maintaining all of the following required licenses, certifications and other requirements. Prior to employment, the successful candidate must: Submit copies of valid certifications and/or official transcripts from an accredited college or university or business school, if education is being used to meet the minimum qualifications. Pass all job-related examinations/tests necessary to demonstrate required knowledge, skills and abilities, as determined by the hiring authority at time of job posting. Authorize and complete a criminal background check. Information received is reviewed on a case-by-case basis and will not necessarily remove a candidate from consideration. PHYSICAL REQUIREMENTS AND WORKING ENVIRONMENT (The physical demands described are representative of those that must be met by the employee to successfully perform the essential functions of this job. Kitsap County provides reasonable accommodation to enable individuals with disabilities to perform the essential functions.) The duties in this position are performed in an office setting utilizing standard office equipment. Knowledge, Skills and abilities: Appear for scheduled work and complete assigned tasks within a reasonable period of time. Establish and maintain effective working relationships with others using tact, courtesy and good judgment. Maintain confidentiality and adhere to policy and procedures of the county and department. Communicate effectively orally and in writing. Utilize various computer applications specific to the department including databases, word processing, document imaging, spreadsheets, and web-based systems for entering, retrieving and researching data and records. Physically perform assigned duties and essential functions of the position. Financial analysis skills: To assess a project’s feasibility, a grants analyst needs to be able to analyze financial data. This entails having the ability to read and comprehend financial statements as well as other data or reports that provide financial information. Grants analyst need to have the ability to comprehend and analyze financial data. Project management skills: A Grant Analyst will often have more than one grant to manage concurrently. The position will manage many activities and deadlines at once by using project management skills. This can involve handling finances, keeping track of project milestones, and assessing the progress of the grant. Communication skills: The Grants Analyst will convey grant information clearly and effectively to various stakeholders. Excellent oral and written communication skills are necessary. Organizational skills: The Grant Analyst can have more than one grant for multiple divisions to manage simultaneously. The state of each grant, its deadlines, and the resources required for each, are all details that having great organizing skills may help the position keep track of. Time management skills: The capacity to organize and complete things within a predetermined time range is essential. Being able to manage numerous projects at once is a must for the position. It’s also important for the position to be able to assign tasks to others and follow up regularly to make sure that deadlines are met. ILLUSTRATIVE EXAMPLE OF DUTIES In this role, you will have opportunity to: Manage the grant administration process for Public Works. Ensure compliance with grant requirements. Liaison and be the main point of contact for grant funding agencies. Track grant results. Support Public Works division leaders and staff in researching grant funding opportunities and applying for grants. Manage and track grant applications and awards. Manage cost allocation plan for grant management and oversee the expansion of the financial responsibilities for the new programs and training staff. Ensure financial program compliance with revenue contracts and grants. Interpret and apply complex statistical methodology and instructions for use of grant revenue. Provide support and information regarding the Public Works grants administration to division leaders, county and state auditors, etc. Build reporting to track grants, grant cost allocations, and administrative reimbursement limits. Analyzed variances between actual and budgeted financial reports and leads solution focused budget discussions with the management team. Create processing, provide direction and oversight to staff whose duties supports grants across all divisions, including monitoring budget line items and funding; gathering data and reports, and planning workload to meet deadlines. Responsible for various reporting requirements, including preparing and filing the Roads Title VI report annually. OTHER POSITION RELATED INFORMATION Who May Apply : This position is open to the general Public. Applications will be screened for qualifications and completion of all the required materials and forms. The most competitive applicants may be contacted for further steps in the selection process, which may include testing for office and computer skills. This position is classified as exempt from overtime under the Fair Labor Standards Act (FLSA) This position is non-represented and covered under the Kitsap County Personnel Manual. Internal applicants should be aware that a change in union status or bargaining unit may impact your benefits and accruals. Please contact Human Resources if you have questions. Kitsap County is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please contact our Human Resources Office. This recruitment is being used to fill an existing open position, and may be used to fill future openings for up to six (6) months. Work hours for this position are typically Monday - Friday, 8 a.m. - 4:30 p.m. Flexible hours are available, as approved by management. Only authorized employees and hiring authorities have access to the application materials submitted. Per RCW 42.56.250, all applications for public employment, including the names of applicants, resumes, and other related materials submitted with respect to an applicant are exempt from public inspection. Open until filled. Applications are reviewed weekly. At Kitsap County, we strive to take care of our team! Our employees are the greatest asset of Kitsap County, and we take pride in offering a highly competitive compensation and benefits package to all eligible employees. County Paid Benefits Include: Medical - Kaiser Permanente (HMO) or Aetna (PPO) Dental -Delta Dental or Willamette Vision - VSP Flexible Spending Accounts (FSA) Life Insurance - Basic, Accidental Death and Dismemberment (AD&D), Voluntary Term Life Insurance (VTL) Disability - Short-term disability & Long-term disability Voya Voluntary Insurance Transportation incentives Employee Assistance Program Travel Assistance Program Wellness program https://spf.kitsapgov.com/hr/Pages/Wellness.aspx Benefits become effective on the first calendar day of the month following the month in which the employee is hired except if the employee's hire date is the first calendar day of the month, benefits begin on the day of hire. More information about employee benefits is available on the county's website at: https://spf.kitsapgov.com/hr/Pages/Benefits.aspx or the Kitsap County Digital Benefits Guide . *Voluntary benefit options also available at the employee's expense Retirement: Employees are covered under the PERS retirement plan provided through the Washington State Department of Retirement Systems and Social Security. Deferred Compensation (IRS Plan 457b): tax-deferred savings program Holidays 11 paid holidays and 2 additional floating holiday per year Vacation Leave New employees are credited with 48 hours of annual leave upon hire and will be begin accruing at the rate of 8 hours per month starting on their 7th month of employment. Employees may carry over 360 hours from one calendar year to the next. Annual leave accrual will increase upon tenure, as follows: Upon completion of 3 years: 15 days per year (10.00 hours per month) Upon completion of 5 years: 20 days per year (13.33 hours per month) Upon completion of 10 years: 25 days per year (16.67 hours per month) Sick Leave All new hires will be credited with 48 hours of sick leave upon hire and will begin accruing at the rate of 8 hours per month starting on their 7th month of employment. Employees may carry over 1200 hours from one calendar year to the next. ***Part-time employees benefit contributions and leave accruals will beprorated*** Current County Employees If you are transferring or promoting into this position you are responsible for reviewing these benefit changes; prior to accepting a position. In addition, it is your responsibility to notify the Auditor's Payroll Division of a change in union status. NOTE: This is a general overview of the benefits offered through employment with Kitsap County, and every effort has been made to ensure its accuracy. If any information on this document conflicts or is incorrect with the provisions of the Personnel Manual, applicable laws, policies, rules or official plan documents they will prevail. The Personnel Manual is available at: https://www.kitsapgov.com/hr/Pages/Personnel-Manual-2019.aspx
Minimum Qualifications Graduation with a Bachelor’s degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics plus five (5) years’ experience in a related field. A Master’s degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field may be substituted for 2 years’ experience. A five (5) year accounting (MAcy) degree or CPA designation may be substituted for 1 years’ experience. Licenses or Certifications: None Notes to Applicants Working with Austin Water provides a number of benefits including medical, paid leave time, a great retirement plan, training opportunities and more! Click HERE for more information. When completing the City of Austin employment application: Please be sure to detail on the application all previous employment that you wish to be considered as part of your qualifications. Please include contact information from previous employers. A detailed, complete employment application is required. It helps us to better evaluate your qualifications and will be used to determine salary if you are selected for this position. Be sure to provide job title and employment dates for all jobs you wish to be considered. A resume is required but will not substitute for a complete employment application. Please do not use the phrase “see resume” or refer to other documents to complete your application. Do not leave the “Duties and Responsibilities” sections blank. These will be considered incomplete applications. Incomplete applications will not be considered. Secondary Employment: All Austin Water employees are prohibited from accepting or engaging in any secondary employment that might conflict or interfere with an employee’s duty and responsibility to the Department. AW must review all secondary employment. Employees are required to submit a Secondary Employment Application for review and approval upon being hired with AWU , as well as current AWU employees considering Secondary employment If you are selected for hire: Verification of your education (which may include high school graduation or GED , undergraduate and/or graduate degrees) is required. You must provide proof of education from an accredited organization or institution. You must also provide proof of your professional licenses or certifications. If you are in the military or are a military veteran, you will need to provide a copy of the Member 4 page of your DD-214 prior to confirming a start date. A criminal background investigation is required. Travel: If you are selected for this position and meet the Driver Safety Standards in the City of Austin Driver Safety Program , you may drive when necessary to multiple locations as part of your regular job duties. Otherwise, you are responsible for getting to and from these locations. Effective October 1, 2014, all Austin Water worksite locations are tobacco-free. Use of tobacco products and/or e-cigarettes is not permitted on any AW worksite - including construction sites, parking lot, garage or in any personal vehicle located on the premises. Pay Range $37.14 - $47.35 Hours Monday-Friday: 40 hours/week between 6:30 AM - 6:00 PM ( Teleworking and Alternative Work Schedules are available ). Job Close Date 04/25/2024 Type of Posting External Department Austin Water Utility Regular/Temporary Regular Grant Funded or Pooled Position Not Applicable Category Professional Location Waller Creek Center, 625 East 10th Street, Austin, TX Preferred Qualifications Experience with operating or capital improvement budget development, budget management, budget reporting, or related budget experience for a public utility, governmental entity, or other similarly regulated entity. Experience with financial management, accounting, financial reporting, financial analysis, or related financial experience for a public utility, governmental entity, or other similarly regulated entity Experience with capital asset accounting, analyzing asset accounting records, identifying assets, managing, and monitoring assets for a public utility, governmental entity, or other similarly regulated entity. Experience in effectively interacting in oral and written formats and producing presentations for management, the public, community leaders, and elected officials in a timely, competent, and professional manner which foster understanding, demonstrate innovation, and establish credibility. Experience with related financial modeling and business intelligence programs (i.e., the City’s AIMS , e-Capris, e-Combs, MicroStrategy, Microsoft Power BI, and SharePoint) Ability to travel to more than one work location. Duties, Functions and Responsibilities Essential duties and functions, pursuant to the Americans with Disabilities Act, may include the following. Other related duties may be assigned. Develops and prepares reports, analyses, and models used in revenue and economic forecasts and budgets. Develops and completes cost of service rate and structure recommendations, rate studies, and methodology analysis to comply with State regulatory requirements using multiple variables. Primarily responsible for developing the operating or CIP budget for the department. Performs budget analysis by implementing the organization’s budget process system, providing guidance and recommendations to management in the development and completion of their budgets; finalizing the organizations budget; and monitoring the budget by preparing or reviewing current year estimates and budget variance reports, reporting on budget variances; reviewing budget forecasts; and reviewing current and historical budget information and data. Prepares complex financial analysis, periodic and ad-hoc reports by researching, financial benchmark reporting, compiling, monitoring, and summarizing current and historical financial information and data, reporting on variances and trends, and compiling financial information from various financial systems. Develops and prepares reports, analyses, and models to analyze debt issuances, bond issuance timing, Official Statement updates, calculate debt service requirements, equity financing ratios, cash reserve requirements, revenue bond debt refunding, rating agency presentations and other debt related requirements. Performs debt administration, impact analysis and monitors debt service schedules. Provides financial support and monitors CIP projects. Processes and tracks task orders and other project requirements in eCAPRIS and other financial systems. Develop and maintain complex databases to conduct comprehensive financial and technical analysis, and develop models and reports in Business Intelligence system to support and monitor performance and financial benchmarks. Develop complex reports and documentation in compliance with local, State and Federal regulatory requirements.Conduct cost analysis, financial and performance benchmarking with other entities and assist in development of expert testimony. Assists departments and other customers by providing procedural and financial information and guidance with financial systems. Researches and provides information requested by City Council, City management, boards and commissions, vendors, the public, regulatory agencies and other City offices. Monitors state and federal regulatory processes and provides guidance to the department regarding the financial impact of new and/or proposed legislation, regulations and standards. Responsibilities - Supervision and/or Leadership Exercised: May be responsible for the full range of supervisory activities including selection, training, evaluation, counseling, and recommendation for dismissal Knowledge, Skills and Abilities Must possess required knowledge, skills, abilities, and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed. Must possess required knowledge, skills, abilities and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed. Knowledge of the processes and theories used for public budgetary and financial policies. Knowledge of accounting practices and concepts. Knowledge of utility ratemaking and cost of service study methodology. Knowledge of debt instruments, cash management and utility financing methods. Knowledge of forecasting models; econometric studies, analysis and forecasting; and estimating methods and techniques. Knowledge of cost benefit analysis, feasibility studies and net present value analysis methods. Knowledge of enterprise budgeting, financial planning or accounting. Knowledge of research methods, survey techniques, statistical concepts and report writing. Ability to complete detailed financial and economic analyses. Ability to lead and/or facilitate meetings and workshops. Ability to work independently. Skill in generating and analyzing financial and statistical reports. Skill in communicating effectively, orally and in writing. Skill in using computers and related software applications. Skill in performing quantitative analysis. Criminal Background Investigation This position has been approved for a Criminal Background Investigation. EEO/ADA City of Austin is committed to compliance with the Americans with Disabilities Act. If you require reasonable accommodation during the application process or have a question regarding an essential job function, please call (512) 974-3210 or Texas Relay by dialing 7-1-1. The City of Austin will not discriminate against any applicant or employee based on race, creed, color, national origin, sex, gender identity, age, religion, veteran status, disability, or sexual orientation. In addition, the City will not discriminate in employment decisions on the basis of an individual’s AIDS , AIDS Related Complex, or HIV status; nor will the City discriminate against individuals who are perceived to be at risk of HIV infection, or who associate with individuals who are believed to be at risk. Information For City Employees: If you are an employee within the department, are in good standing and meet both the minimum and preferred qualifications, then you will receive an initial interview. Supplemental Questions Required fields are indicated with an asterisk (*). * This position requires graduation with a Bachelor's degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics plus five (5) years' experience in a related field. A Master's degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field may be substituted for 2 years' experience. A five (5) year accounting (MAcy) degree or CPA designation may be substituted for 1 year's experience. Do you meet the minimum qualifications as described? Yes No * How many years of experience do you have in capital assets, unitization, and asset inventory? None 1-3 years 3-5 years 5 or more years * How many years of experience do you have with providing reviews and feedback on work developed by other team members and experience documenting your review of the work of others? None 1-3 years 3-5 years 5 or more years * How many years of experience do have with using the City of Austin's financial systems (i.e. AIMS, E-Capris and MicroStrategy) or other related financial software systems that includes general ledger accounting, capital project management, business intelligence tools? None 1-3 years 3-5 years 5 or more years * How many years of experience with preparing reconciliations, accounting adjusting entries, and financial statements do you have? None 1-3 years 3-5 years 5 or more years * How many years of experience do you have in developing, analyzing and interpreting complex financial and/or budget reports? None 1-3 years 3-5 years 5 or more years * How many years of experience do you have in developing and implementing financial-related processes and procedures? None 1-3 years 3-5 years 5 or more years * Do you have the ability to travel to multiple sites as part of the regular job duties? Yes No This position requires a criminal background check. By selecting the following, you are acknowledging that you understand if you are selected as a top candidate for this position, you will need a successful Criminal Background Investigation (CBI) to be hired. I acknowledge and understand this position requires a Criminal Background Investigation (CBI). * Were you referred to this opportunity by an Austin Water employee? If yes, please provide the employee’s full name. (Open Ended Question) Optional & Required Documents Required Documents Cover Letter Resume Optional Documents
Apr 13, 2024
Full Time
Minimum Qualifications Graduation with a Bachelor’s degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics plus five (5) years’ experience in a related field. A Master’s degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field may be substituted for 2 years’ experience. A five (5) year accounting (MAcy) degree or CPA designation may be substituted for 1 years’ experience. Licenses or Certifications: None Notes to Applicants Working with Austin Water provides a number of benefits including medical, paid leave time, a great retirement plan, training opportunities and more! Click HERE for more information. When completing the City of Austin employment application: Please be sure to detail on the application all previous employment that you wish to be considered as part of your qualifications. Please include contact information from previous employers. A detailed, complete employment application is required. It helps us to better evaluate your qualifications and will be used to determine salary if you are selected for this position. Be sure to provide job title and employment dates for all jobs you wish to be considered. A resume is required but will not substitute for a complete employment application. Please do not use the phrase “see resume” or refer to other documents to complete your application. Do not leave the “Duties and Responsibilities” sections blank. These will be considered incomplete applications. Incomplete applications will not be considered. Secondary Employment: All Austin Water employees are prohibited from accepting or engaging in any secondary employment that might conflict or interfere with an employee’s duty and responsibility to the Department. AW must review all secondary employment. Employees are required to submit a Secondary Employment Application for review and approval upon being hired with AWU , as well as current AWU employees considering Secondary employment If you are selected for hire: Verification of your education (which may include high school graduation or GED , undergraduate and/or graduate degrees) is required. You must provide proof of education from an accredited organization or institution. You must also provide proof of your professional licenses or certifications. If you are in the military or are a military veteran, you will need to provide a copy of the Member 4 page of your DD-214 prior to confirming a start date. A criminal background investigation is required. Travel: If you are selected for this position and meet the Driver Safety Standards in the City of Austin Driver Safety Program , you may drive when necessary to multiple locations as part of your regular job duties. Otherwise, you are responsible for getting to and from these locations. Effective October 1, 2014, all Austin Water worksite locations are tobacco-free. Use of tobacco products and/or e-cigarettes is not permitted on any AW worksite - including construction sites, parking lot, garage or in any personal vehicle located on the premises. Pay Range $37.14 - $47.35 Hours Monday-Friday: 40 hours/week between 6:30 AM - 6:00 PM ( Teleworking and Alternative Work Schedules are available ). Job Close Date 04/25/2024 Type of Posting External Department Austin Water Utility Regular/Temporary Regular Grant Funded or Pooled Position Not Applicable Category Professional Location Waller Creek Center, 625 East 10th Street, Austin, TX Preferred Qualifications Experience with operating or capital improvement budget development, budget management, budget reporting, or related budget experience for a public utility, governmental entity, or other similarly regulated entity. Experience with financial management, accounting, financial reporting, financial analysis, or related financial experience for a public utility, governmental entity, or other similarly regulated entity Experience with capital asset accounting, analyzing asset accounting records, identifying assets, managing, and monitoring assets for a public utility, governmental entity, or other similarly regulated entity. Experience in effectively interacting in oral and written formats and producing presentations for management, the public, community leaders, and elected officials in a timely, competent, and professional manner which foster understanding, demonstrate innovation, and establish credibility. Experience with related financial modeling and business intelligence programs (i.e., the City’s AIMS , e-Capris, e-Combs, MicroStrategy, Microsoft Power BI, and SharePoint) Ability to travel to more than one work location. Duties, Functions and Responsibilities Essential duties and functions, pursuant to the Americans with Disabilities Act, may include the following. Other related duties may be assigned. Develops and prepares reports, analyses, and models used in revenue and economic forecasts and budgets. Develops and completes cost of service rate and structure recommendations, rate studies, and methodology analysis to comply with State regulatory requirements using multiple variables. Primarily responsible for developing the operating or CIP budget for the department. Performs budget analysis by implementing the organization’s budget process system, providing guidance and recommendations to management in the development and completion of their budgets; finalizing the organizations budget; and monitoring the budget by preparing or reviewing current year estimates and budget variance reports, reporting on budget variances; reviewing budget forecasts; and reviewing current and historical budget information and data. Prepares complex financial analysis, periodic and ad-hoc reports by researching, financial benchmark reporting, compiling, monitoring, and summarizing current and historical financial information and data, reporting on variances and trends, and compiling financial information from various financial systems. Develops and prepares reports, analyses, and models to analyze debt issuances, bond issuance timing, Official Statement updates, calculate debt service requirements, equity financing ratios, cash reserve requirements, revenue bond debt refunding, rating agency presentations and other debt related requirements. Performs debt administration, impact analysis and monitors debt service schedules. Provides financial support and monitors CIP projects. Processes and tracks task orders and other project requirements in eCAPRIS and other financial systems. Develop and maintain complex databases to conduct comprehensive financial and technical analysis, and develop models and reports in Business Intelligence system to support and monitor performance and financial benchmarks. Develop complex reports and documentation in compliance with local, State and Federal regulatory requirements.Conduct cost analysis, financial and performance benchmarking with other entities and assist in development of expert testimony. Assists departments and other customers by providing procedural and financial information and guidance with financial systems. Researches and provides information requested by City Council, City management, boards and commissions, vendors, the public, regulatory agencies and other City offices. Monitors state and federal regulatory processes and provides guidance to the department regarding the financial impact of new and/or proposed legislation, regulations and standards. Responsibilities - Supervision and/or Leadership Exercised: May be responsible for the full range of supervisory activities including selection, training, evaluation, counseling, and recommendation for dismissal Knowledge, Skills and Abilities Must possess required knowledge, skills, abilities, and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed. Must possess required knowledge, skills, abilities and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed. Knowledge of the processes and theories used for public budgetary and financial policies. Knowledge of accounting practices and concepts. Knowledge of utility ratemaking and cost of service study methodology. Knowledge of debt instruments, cash management and utility financing methods. Knowledge of forecasting models; econometric studies, analysis and forecasting; and estimating methods and techniques. Knowledge of cost benefit analysis, feasibility studies and net present value analysis methods. Knowledge of enterprise budgeting, financial planning or accounting. Knowledge of research methods, survey techniques, statistical concepts and report writing. Ability to complete detailed financial and economic analyses. Ability to lead and/or facilitate meetings and workshops. Ability to work independently. Skill in generating and analyzing financial and statistical reports. Skill in communicating effectively, orally and in writing. Skill in using computers and related software applications. Skill in performing quantitative analysis. Criminal Background Investigation This position has been approved for a Criminal Background Investigation. EEO/ADA City of Austin is committed to compliance with the Americans with Disabilities Act. If you require reasonable accommodation during the application process or have a question regarding an essential job function, please call (512) 974-3210 or Texas Relay by dialing 7-1-1. The City of Austin will not discriminate against any applicant or employee based on race, creed, color, national origin, sex, gender identity, age, religion, veteran status, disability, or sexual orientation. In addition, the City will not discriminate in employment decisions on the basis of an individual’s AIDS , AIDS Related Complex, or HIV status; nor will the City discriminate against individuals who are perceived to be at risk of HIV infection, or who associate with individuals who are believed to be at risk. Information For City Employees: If you are an employee within the department, are in good standing and meet both the minimum and preferred qualifications, then you will receive an initial interview. Supplemental Questions Required fields are indicated with an asterisk (*). * This position requires graduation with a Bachelor's degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics plus five (5) years' experience in a related field. A Master's degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field may be substituted for 2 years' experience. A five (5) year accounting (MAcy) degree or CPA designation may be substituted for 1 year's experience. Do you meet the minimum qualifications as described? Yes No * How many years of experience do you have in capital assets, unitization, and asset inventory? None 1-3 years 3-5 years 5 or more years * How many years of experience do you have with providing reviews and feedback on work developed by other team members and experience documenting your review of the work of others? None 1-3 years 3-5 years 5 or more years * How many years of experience do have with using the City of Austin's financial systems (i.e. AIMS, E-Capris and MicroStrategy) or other related financial software systems that includes general ledger accounting, capital project management, business intelligence tools? None 1-3 years 3-5 years 5 or more years * How many years of experience with preparing reconciliations, accounting adjusting entries, and financial statements do you have? None 1-3 years 3-5 years 5 or more years * How many years of experience do you have in developing, analyzing and interpreting complex financial and/or budget reports? None 1-3 years 3-5 years 5 or more years * How many years of experience do you have in developing and implementing financial-related processes and procedures? None 1-3 years 3-5 years 5 or more years * Do you have the ability to travel to multiple sites as part of the regular job duties? Yes No This position requires a criminal background check. By selecting the following, you are acknowledging that you understand if you are selected as a top candidate for this position, you will need a successful Criminal Background Investigation (CBI) to be hired. I acknowledge and understand this position requires a Criminal Background Investigation (CBI). * Were you referred to this opportunity by an Austin Water employee? If yes, please provide the employee’s full name. (Open Ended Question) Optional & Required Documents Required Documents Cover Letter Resume Optional Documents
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band E Annual Salary Range $ 112,048.72 (Minimum) - $ 145,662.97 (Maximum) The negotiable salary offer will be between $112,048.72 - $135,312.13 /annually commensurate with experience and education. Reports To Manager Capital Budget and Funds Management Current Assignment First review of applications will be on March 8, 2024 Performs complex policy and financial analyses; Clearly communicates findings and strategy recommendations to management in verbal, written, and other visual forms; Works collaboratively across BART units, funding partners, and other stakeholders toward solutions; and Proactively identifies and solves problems. Capital Budget Funds Management Assists in the development of the two-year annual budget, including analyzing budget studies and new needs requests from assigned departments, also assists in the administration and monitoring of District-wide budgets;Works closely with units around BART to monitor spending and validate budget requests; andUndertakes process improvement projects related to budgetary issues Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Examples of Duties Participates in the more difficult work of staff responsible for complex financial, statistical, and program management analysis in assigned division area. Participates in the preparation, administration, and monitoring of District-wide budgets; compiles and analyzes budget data; monitors funding agreements and maintains budget schedules to assure conformance with funding agencies; ensures maintenance of expenditure records which conform to funding agency and District reporting requirements. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances, ensures that cost control methods are implemented and applied to program objectives; analyzes funding and cost data for management inquiries regarding work plans, consultants, and contract authority. Monitors and administers construction or funding agreement contracts in accordance with District and mandated guidelines; compiles actual costs by project; performs financial, statistical and comparative analysis of actual and budget costs. Identifies funding sources for proposed projects; projects cash flow requirements; maintains budgetary records for proposed projects. Provides support to project managers in setting budgets, schedules and estimates; tracks progress on projects versus original budgets and schedules; works closely with project staff and consultants to ensure project compliance. Develops and recommends improvements to computerized financial management system. Coordinates project activities with other departments, divisions and external agencies; works closely with other divisions to apply for and monitor the use of fund grants from city, county, state, and federal sources; monitors work in progress and authorizes contract payments. Conducts financial and management studies to evaluate system performance and operating efficiencies; presents studies to communicate findings and recommendations to senior management and the Board of Directors. May train assigned employees in their areas of work including budgeting and financial analysis methods, procedures and techniques. Prepares quarterly, semi-annual, and special analytical and statistical reports on operations and activities for management, regulatory and outside agencies. Reviews invoices; determines budget conformity; reports discrepancies and billing adjustments. Prepares the Annual Budget and the 5-Year forecast for each capital project and program assigned; involves budgeting for staffing requirements and coordinating with various departments who support the projects; includes budgeting for non-labor expenses for the budget year and for the out years. Participates in special projects as assigned. Minimum Qualifications Education : A Bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional budgetary, financial, or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of lead supervision and training. Principles of financial and operational analysis. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project management. Principles and practices of engineering and construction management. Advanced principles, practices, and procedures of accounting. Financial, statistical and comparative analysis principles, techniques and formulas. Principles and practices of project budget development, administration and control. Principles and practices of procurement. Methods and techniques for assessing performance against established objectives. Principles and practices of project scheduling. Principles and practices of financial record keeping and reporting. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and statistical analyses. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of assigned staff. Monitoring and reporting budget variances. Analyzing problems, identifying alternative solutions and implementing recommendations. Identifying funding sources for proposed and current projects. Creating timely purchase requisitions and disbursements of purchase orders. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing technical documents, proposals, contracts, and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: Continuous
Mar 07, 2024
Full Time
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band E Annual Salary Range $ 112,048.72 (Minimum) - $ 145,662.97 (Maximum) The negotiable salary offer will be between $112,048.72 - $135,312.13 /annually commensurate with experience and education. Reports To Manager Capital Budget and Funds Management Current Assignment First review of applications will be on March 8, 2024 Performs complex policy and financial analyses; Clearly communicates findings and strategy recommendations to management in verbal, written, and other visual forms; Works collaboratively across BART units, funding partners, and other stakeholders toward solutions; and Proactively identifies and solves problems. Capital Budget Funds Management Assists in the development of the two-year annual budget, including analyzing budget studies and new needs requests from assigned departments, also assists in the administration and monitoring of District-wide budgets;Works closely with units around BART to monitor spending and validate budget requests; andUndertakes process improvement projects related to budgetary issues Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Examples of Duties Participates in the more difficult work of staff responsible for complex financial, statistical, and program management analysis in assigned division area. Participates in the preparation, administration, and monitoring of District-wide budgets; compiles and analyzes budget data; monitors funding agreements and maintains budget schedules to assure conformance with funding agencies; ensures maintenance of expenditure records which conform to funding agency and District reporting requirements. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances, ensures that cost control methods are implemented and applied to program objectives; analyzes funding and cost data for management inquiries regarding work plans, consultants, and contract authority. Monitors and administers construction or funding agreement contracts in accordance with District and mandated guidelines; compiles actual costs by project; performs financial, statistical and comparative analysis of actual and budget costs. Identifies funding sources for proposed projects; projects cash flow requirements; maintains budgetary records for proposed projects. Provides support to project managers in setting budgets, schedules and estimates; tracks progress on projects versus original budgets and schedules; works closely with project staff and consultants to ensure project compliance. Develops and recommends improvements to computerized financial management system. Coordinates project activities with other departments, divisions and external agencies; works closely with other divisions to apply for and monitor the use of fund grants from city, county, state, and federal sources; monitors work in progress and authorizes contract payments. Conducts financial and management studies to evaluate system performance and operating efficiencies; presents studies to communicate findings and recommendations to senior management and the Board of Directors. May train assigned employees in their areas of work including budgeting and financial analysis methods, procedures and techniques. Prepares quarterly, semi-annual, and special analytical and statistical reports on operations and activities for management, regulatory and outside agencies. Reviews invoices; determines budget conformity; reports discrepancies and billing adjustments. Prepares the Annual Budget and the 5-Year forecast for each capital project and program assigned; involves budgeting for staffing requirements and coordinating with various departments who support the projects; includes budgeting for non-labor expenses for the budget year and for the out years. Participates in special projects as assigned. Minimum Qualifications Education : A Bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional budgetary, financial, or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of lead supervision and training. Principles of financial and operational analysis. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project management. Principles and practices of engineering and construction management. Advanced principles, practices, and procedures of accounting. Financial, statistical and comparative analysis principles, techniques and formulas. Principles and practices of project budget development, administration and control. Principles and practices of procurement. Methods and techniques for assessing performance against established objectives. Principles and practices of project scheduling. Principles and practices of financial record keeping and reporting. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and statistical analyses. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of assigned staff. Monitoring and reporting budget variances. Analyzing problems, identifying alternative solutions and implementing recommendations. Identifying funding sources for proposed and current projects. Creating timely purchase requisitions and disbursements of purchase orders. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing technical documents, proposals, contracts, and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: Continuous
CITY OF GLENDALE CA
Glendale, California, United States
The Position Under the direction of senior management, this mid-management position conducts complex and specialized rate studies to develop and implement applicable electric and water regulations and rate making policies. Essential functions of the job include, but are not limited to, the following: Ensures Department services are provided with exceptional customer service and the highest level of ethical standards. Communicates with a wide range of utility management, including accounting staff on a variety of issues. Develops tools and procedures to track and reconcile settlement and billing requirements; performs on-going reviews of settlement and billing processes to identify corrective actions and measures if needed. Develops, administers and monitors financial models for purchased power and water supply costs; assists in developing forecasts of department revenues, expenses and fund balances. Initiates, resolves, and reconciles payments or invoicing of wholesale energy related obligations including compiling, verifying and transmitting settlement quality transaction information; filing disputes in a timely manner; verifying and confirming volumes, charges, and contract compliance. Maintains accurate invoice and settlement data records and reports for operations, contract administration, budget preparation, and audits. Develops Electric and Water cost of service studies. Prepares cash flow analysis, financial reports, annual reports and statistics, planning models and other analysis to assist in short and long-term financial planning for Glendale Water & Power. Prepares and analyzes materials related to electric and water rates and fees. Prepares annual reports. Produces revenue requirement studies. Conducts surveys to determine rate competitiveness and equity. Conducts and/or participates in meetings to discuss systems issues and development requirements; recommends new systems and/or enhancements. Participates in the research, development and preparation of the assigned budget; monitors assigned budgets; compiles, maintains and reports budget expenditures, participates in budget presentations; documents, develops, recommends, and implements budget process improvements systems and tools. Prepares financial analysis used in the issuance of debt. Assists in the preparation of financial materials required by bond rating agencies. Prepares financial and economic studies for Glendale Water & Power; assists in or prepares, presents and monitors the Department's budget and five-year capital improvement programs. Provides a variety of accounting and reporting functions related to CAISO obligations and/or obligations under contracts, agreements, policies and procedures administered by the utility. Researches and analyzes department policies and procedures; recommends revisions and/or new policies and procedures as warranted; presents recommendations both orally and in written format to appropriate management staff. Assumes responsibility for ensuring the duties of the position are performed in a safe efficient manner. Performs other related duties as assigned or as the situation requires. Drives on City business. Minimum Requirements Experience Four years of experience in one or more of the following areas: budget preparation, financial analysis, cash flow modeling, electric and water rate development, energy risk, and transaction analysis. Previous experience working in a public utility highly desirable. Education/Training Bachelor's Degree in Finance, Accounting, Economics, Business Administration, Public Administration or a related field. License(s)/Certification(s) Valid Class C California driver's license. Knowledge, Skills & Abilities Knowledge of: Benchmarking and performance measurements. City and Department policies and procedures. Complex spreadsheets and database applications. Effective training practices. English grammar usage, spelling, punctuation, and business vocabulary. FERC, CPUC and CAISO reporting requirements. Financial planning, analysis, and statistical and economic analysis. Generally accepted accounting principles and fund accounting. Methods of cost allocation. Pertinent federal, state, and local laws, rules, codes, and ordinances. Principles of municipal budget preparation and control. Skill in: Effective oral and written communications, both on a one-on-one and a group basis. Making independent judgments and decisions based on standard policy or procedure. Ability to: Provide exceptional customer service to those using Glendale Water & Power services. Analyze and interpret rate schedules of other utilities. Apply administrative principles and techniques to resolve various management concerns. Assist and or conduct electric and water cost of service studies. Assist and/or effectively evaluate and develop cost benefit recommendations and implementation plans. Collect, compile and analyze data and information. Forecast and develop models which simulate complex financial activities. Maintain pro forma forecasting models Model and practice the highest standards of ethical conduct. Operate effectively and independently with managers in other departments, representatives from external agencies and contractors/consultants. Prepare accurate financial reports. Prepare and maintain disaster response and disaster recovery plans. Prepare and monitor budgets. Prepare complete and concise reports. Read, write, communicate effectively and comprehend directions in English. Understand legal contractual and lease documents. Other Characteristics Willingness to: Assume responsibility for maintaining a safe working environment. Work the necessary hours and times to complete goals, tasks, and objectives. Promotional Eligibility Any City of Glendale employee who meets the minimum qualifications for this position, has completed probation or six months of City employment, and is occupying a permanent full-time classification on file in the Human Resources Department. Hourly City employees may be considered, provided that they furnish proof of continuous employment immediately preceding the final filing date, which would equal a minimum of six months of full-time service or 1040 part-time hours. (Civil Service Rule VIII 4-E). Note An equivalent combination of experience, education and/or training may substitute for the listed minimum requirements. Exceptional Customer Service Policy The City of Glendale places a high importance on quality customer service and prides itself for the high level of services it provides by every employee of the organization. As employees of the City of Glendale, we are committed to providing our diverse community and each other with courteous, considerate, and personal attention. Please click on the link to read the Exceptional Customer Service Policy . Selection Process EVALUATION OF APPLICATION: Submitted application will be reviewed to ensure applicants meet the minimum requirements. All qualifying applicants will be invited to participate in the selection process. ORAL INTERVIEW: (Weight of 100%) To evaluate the applicant's experience, education, and general background for the position. Candidates must achieve a minimum score of 70.00% in order to be placed on the eligible list. TIME AND PLACE OF THE EXAMINATION WILL BE ANNOUNCED. The City of Glendale reserves the right to modify the above stated examination components and/or weights. Should this be necessary, the candidates will be notified of the specific examination components and weights prior to the administration of any examination. T he selected candidate will be subjected to a background check including Livescan fingerprinting. The City of Glendale conforms with State and Federal obligations to make reasonable accommodation for applicants and employees with disabilities. The Human Resources Department asks that it be advised of special needs at least five days prior to the first test part so that a reasonable accommodation may be made. The provisions of this bulletin do not constitute an express or implied contract. In compliance with the Immigration Reform and Control Act of 1986, the City of Glendale requires that all new employees provide documentation to establish both work authorization and identity. The City of Glendale offers a comprehensive benefit package including vacation, holiday, and sick leave as well as medical, dental, vision, life, and long-term disability insurance. The above listed benefits apply to full-time, salaried positions only. Closing Date/Time: 4/26/2024 11:59 PM Pacific
Mar 26, 2024
Full Time
The Position Under the direction of senior management, this mid-management position conducts complex and specialized rate studies to develop and implement applicable electric and water regulations and rate making policies. Essential functions of the job include, but are not limited to, the following: Ensures Department services are provided with exceptional customer service and the highest level of ethical standards. Communicates with a wide range of utility management, including accounting staff on a variety of issues. Develops tools and procedures to track and reconcile settlement and billing requirements; performs on-going reviews of settlement and billing processes to identify corrective actions and measures if needed. Develops, administers and monitors financial models for purchased power and water supply costs; assists in developing forecasts of department revenues, expenses and fund balances. Initiates, resolves, and reconciles payments or invoicing of wholesale energy related obligations including compiling, verifying and transmitting settlement quality transaction information; filing disputes in a timely manner; verifying and confirming volumes, charges, and contract compliance. Maintains accurate invoice and settlement data records and reports for operations, contract administration, budget preparation, and audits. Develops Electric and Water cost of service studies. Prepares cash flow analysis, financial reports, annual reports and statistics, planning models and other analysis to assist in short and long-term financial planning for Glendale Water & Power. Prepares and analyzes materials related to electric and water rates and fees. Prepares annual reports. Produces revenue requirement studies. Conducts surveys to determine rate competitiveness and equity. Conducts and/or participates in meetings to discuss systems issues and development requirements; recommends new systems and/or enhancements. Participates in the research, development and preparation of the assigned budget; monitors assigned budgets; compiles, maintains and reports budget expenditures, participates in budget presentations; documents, develops, recommends, and implements budget process improvements systems and tools. Prepares financial analysis used in the issuance of debt. Assists in the preparation of financial materials required by bond rating agencies. Prepares financial and economic studies for Glendale Water & Power; assists in or prepares, presents and monitors the Department's budget and five-year capital improvement programs. Provides a variety of accounting and reporting functions related to CAISO obligations and/or obligations under contracts, agreements, policies and procedures administered by the utility. Researches and analyzes department policies and procedures; recommends revisions and/or new policies and procedures as warranted; presents recommendations both orally and in written format to appropriate management staff. Assumes responsibility for ensuring the duties of the position are performed in a safe efficient manner. Performs other related duties as assigned or as the situation requires. Drives on City business. Minimum Requirements Experience Four years of experience in one or more of the following areas: budget preparation, financial analysis, cash flow modeling, electric and water rate development, energy risk, and transaction analysis. Previous experience working in a public utility highly desirable. Education/Training Bachelor's Degree in Finance, Accounting, Economics, Business Administration, Public Administration or a related field. License(s)/Certification(s) Valid Class C California driver's license. Knowledge, Skills & Abilities Knowledge of: Benchmarking and performance measurements. City and Department policies and procedures. Complex spreadsheets and database applications. Effective training practices. English grammar usage, spelling, punctuation, and business vocabulary. FERC, CPUC and CAISO reporting requirements. Financial planning, analysis, and statistical and economic analysis. Generally accepted accounting principles and fund accounting. Methods of cost allocation. Pertinent federal, state, and local laws, rules, codes, and ordinances. Principles of municipal budget preparation and control. Skill in: Effective oral and written communications, both on a one-on-one and a group basis. Making independent judgments and decisions based on standard policy or procedure. Ability to: Provide exceptional customer service to those using Glendale Water & Power services. Analyze and interpret rate schedules of other utilities. Apply administrative principles and techniques to resolve various management concerns. Assist and or conduct electric and water cost of service studies. Assist and/or effectively evaluate and develop cost benefit recommendations and implementation plans. Collect, compile and analyze data and information. Forecast and develop models which simulate complex financial activities. Maintain pro forma forecasting models Model and practice the highest standards of ethical conduct. Operate effectively and independently with managers in other departments, representatives from external agencies and contractors/consultants. Prepare accurate financial reports. Prepare and maintain disaster response and disaster recovery plans. Prepare and monitor budgets. Prepare complete and concise reports. Read, write, communicate effectively and comprehend directions in English. Understand legal contractual and lease documents. Other Characteristics Willingness to: Assume responsibility for maintaining a safe working environment. Work the necessary hours and times to complete goals, tasks, and objectives. Promotional Eligibility Any City of Glendale employee who meets the minimum qualifications for this position, has completed probation or six months of City employment, and is occupying a permanent full-time classification on file in the Human Resources Department. Hourly City employees may be considered, provided that they furnish proof of continuous employment immediately preceding the final filing date, which would equal a minimum of six months of full-time service or 1040 part-time hours. (Civil Service Rule VIII 4-E). Note An equivalent combination of experience, education and/or training may substitute for the listed minimum requirements. Exceptional Customer Service Policy The City of Glendale places a high importance on quality customer service and prides itself for the high level of services it provides by every employee of the organization. As employees of the City of Glendale, we are committed to providing our diverse community and each other with courteous, considerate, and personal attention. Please click on the link to read the Exceptional Customer Service Policy . Selection Process EVALUATION OF APPLICATION: Submitted application will be reviewed to ensure applicants meet the minimum requirements. All qualifying applicants will be invited to participate in the selection process. ORAL INTERVIEW: (Weight of 100%) To evaluate the applicant's experience, education, and general background for the position. Candidates must achieve a minimum score of 70.00% in order to be placed on the eligible list. TIME AND PLACE OF THE EXAMINATION WILL BE ANNOUNCED. The City of Glendale reserves the right to modify the above stated examination components and/or weights. Should this be necessary, the candidates will be notified of the specific examination components and weights prior to the administration of any examination. T he selected candidate will be subjected to a background check including Livescan fingerprinting. The City of Glendale conforms with State and Federal obligations to make reasonable accommodation for applicants and employees with disabilities. The Human Resources Department asks that it be advised of special needs at least five days prior to the first test part so that a reasonable accommodation may be made. The provisions of this bulletin do not constitute an express or implied contract. In compliance with the Immigration Reform and Control Act of 1986, the City of Glendale requires that all new employees provide documentation to establish both work authorization and identity. The City of Glendale offers a comprehensive benefit package including vacation, holiday, and sick leave as well as medical, dental, vision, life, and long-term disability insurance. The above listed benefits apply to full-time, salaried positions only. Closing Date/Time: 4/26/2024 11:59 PM Pacific
CITY OF ATLANTA, GA
Atlanta, Georgia, United States
Posting Expires: April 29, 2024 Salary Range: $50,900-$67,800 General Description and Classification Standards Performs complex forecasting, budgeting, and analysis functions of the Office of Revenue. Primary responsibilities include the budget development, management, and compilation of monthly financial reports and to prepare, analyze, and communicate month end results for review and/or decision making by Senior Management. Acts as primary resource to Senior Management. Works on issues of diverse scope where analysis of data requires evaluation of an array of factors. Supervision Received Works under general supervision. May work independently with responsibility for assigned function(s) or program(s) . Leadership This person will not directly supervise employees. Essential Duties & Responsibilities These are typical responsibilities for this position and should not be construed as exclusive or all inclusive. May perform other duties as assigned. Regularly monitor actual revenue performance against forecasted figures, identify variances, and adjust forecasts as necessary. Continuously evaluate the accuracy of forecasting models and refine them over time. Performs city and state legislative analysis to determine fiscal impact to City. Prepares and presents specified data to various stakeholders including government officials, department heads, finance committees, and the public. Routinely perform ad hoc analysis and lead special projects. Will work closely with budget analysts and government officials to provide accurate revenue projections that inform budget decisions. Stay updated on relevant laws, regulations, and accounting standards that govern municipal finance to ensure compliance in forecasting and reporting practices. Financial Reporting Assist with the preparation of monthly, quarterly, annual, and multi-year forecasts and budgets. Ensure integrity of data produced in financial model and financial systems and ensures accurate compilation, analysis, and reporting of financial data and revenue. Use statistical models, economic theories, and forecasting techniques, to develop revenue projections for different revenue sources such as property taxes, sales taxes, fees, and other sources of income. Planning and Analysis Write data-backed reports to support the management team in making strategic business decisions. Analyze financial data and create financial analysis models to support leadership decision-making. Perform financial forecasting, reporting, and other operational metrics. Build financial models to simulate different revenue scenarios based on factors like changes in tax rates, economic conditions, population growth, and policy changes. Identify potential risks and uncertainties that could impact revenue streams, such as changes in federal or state funding, economic downturns, or shifts in consumer behavior. Collaborate with other departments such as economic development, planning, and public works to understand how various factors impact revenue streams and incorporate this knowledge into your forecasting models. Knowledge, Skills & Abilities This is a partial listing of necessary knowledge, skills, and abilities required to perform the job successfully. It is not an exhaustive list. The preferred candidate will demonstrate the ability to focus on attention to detail. Familiarity with a variety of financial reporting, budgeting, and forecasting applications or models. Ability to quickly sift through various inputs and arrive at a logical, executable conclusion. Must be comfortable presenting to executive management on a regular basis. Passion for improvement. Strong analytical, problem solving, and decision making. Strong reporting and organizational skills. Strong time management skills. Self-motivated, pro-active, and positive attitude. Ability to process numbers quickly and accurately. Excellent written and verbal communication skills. Ability to work independently and manage multiple tasks. Ability to prioritize tasks, knowing what is important both in short term and long-term deadlines. Minimum Qualifications Bachelor's degree in Accounting, Economics, Finance, Business Administration, or related field; 5-10 years of specific financial forecasting, analysis, and budget development professional experience. Demonstrated and progressive career history in financial or budget related roles. Highly Proficient in MS Office, specifically Excel and PowerPoint. Highly developed presentation skills. Preferred Education & Experience Master's degree in Accounting, Economics, Finance, Business Administration, or related field preferred but not required; Municipal finance and government experience preferred but not required. Oracle experience highly preferred but not required. Closing Date/Time: 2024-05-01
Apr 17, 2024
Full Time
Posting Expires: April 29, 2024 Salary Range: $50,900-$67,800 General Description and Classification Standards Performs complex forecasting, budgeting, and analysis functions of the Office of Revenue. Primary responsibilities include the budget development, management, and compilation of monthly financial reports and to prepare, analyze, and communicate month end results for review and/or decision making by Senior Management. Acts as primary resource to Senior Management. Works on issues of diverse scope where analysis of data requires evaluation of an array of factors. Supervision Received Works under general supervision. May work independently with responsibility for assigned function(s) or program(s) . Leadership This person will not directly supervise employees. Essential Duties & Responsibilities These are typical responsibilities for this position and should not be construed as exclusive or all inclusive. May perform other duties as assigned. Regularly monitor actual revenue performance against forecasted figures, identify variances, and adjust forecasts as necessary. Continuously evaluate the accuracy of forecasting models and refine them over time. Performs city and state legislative analysis to determine fiscal impact to City. Prepares and presents specified data to various stakeholders including government officials, department heads, finance committees, and the public. Routinely perform ad hoc analysis and lead special projects. Will work closely with budget analysts and government officials to provide accurate revenue projections that inform budget decisions. Stay updated on relevant laws, regulations, and accounting standards that govern municipal finance to ensure compliance in forecasting and reporting practices. Financial Reporting Assist with the preparation of monthly, quarterly, annual, and multi-year forecasts and budgets. Ensure integrity of data produced in financial model and financial systems and ensures accurate compilation, analysis, and reporting of financial data and revenue. Use statistical models, economic theories, and forecasting techniques, to develop revenue projections for different revenue sources such as property taxes, sales taxes, fees, and other sources of income. Planning and Analysis Write data-backed reports to support the management team in making strategic business decisions. Analyze financial data and create financial analysis models to support leadership decision-making. Perform financial forecasting, reporting, and other operational metrics. Build financial models to simulate different revenue scenarios based on factors like changes in tax rates, economic conditions, population growth, and policy changes. Identify potential risks and uncertainties that could impact revenue streams, such as changes in federal or state funding, economic downturns, or shifts in consumer behavior. Collaborate with other departments such as economic development, planning, and public works to understand how various factors impact revenue streams and incorporate this knowledge into your forecasting models. Knowledge, Skills & Abilities This is a partial listing of necessary knowledge, skills, and abilities required to perform the job successfully. It is not an exhaustive list. The preferred candidate will demonstrate the ability to focus on attention to detail. Familiarity with a variety of financial reporting, budgeting, and forecasting applications or models. Ability to quickly sift through various inputs and arrive at a logical, executable conclusion. Must be comfortable presenting to executive management on a regular basis. Passion for improvement. Strong analytical, problem solving, and decision making. Strong reporting and organizational skills. Strong time management skills. Self-motivated, pro-active, and positive attitude. Ability to process numbers quickly and accurately. Excellent written and verbal communication skills. Ability to work independently and manage multiple tasks. Ability to prioritize tasks, knowing what is important both in short term and long-term deadlines. Minimum Qualifications Bachelor's degree in Accounting, Economics, Finance, Business Administration, or related field; 5-10 years of specific financial forecasting, analysis, and budget development professional experience. Demonstrated and progressive career history in financial or budget related roles. Highly Proficient in MS Office, specifically Excel and PowerPoint. Highly developed presentation skills. Preferred Education & Experience Master's degree in Accounting, Economics, Finance, Business Administration, or related field preferred but not required; Municipal finance and government experience preferred but not required. Oracle experience highly preferred but not required. Closing Date/Time: 2024-05-01
CITY OF ATLANTA, GA
Atlanta, Georgia, United States
Minimum Education and Experience A bachelor’s degree in a related field • Relevant work experience with government entitlement programs and mortgage underwriting experience, loan servicing and intake, credit counseling, banking, and federal program management experience • A degree can be substituted with relevant work experience in federal program management, mortgage underwriting experience, loan servicing and intake, credit counseling, banking, and national program management experience. Preferred Education & Experience Master’s degree in a related field • At least three years of direct experience in federal grants management related to HOPWA, HOME, ESG, CDBG, Section 8 Moderate Rehab, underwriting, and fiscal management. Licensures and Certifications Driver’s license valid at the time of appointment and remain valid while in position. Essential Capabilities and Work Environment Physical, lifting, and sensory capabilities are required to perform the job successfully under typical environmental conditions associated with the job.
Mar 13, 2024
Full Time
Minimum Education and Experience A bachelor’s degree in a related field • Relevant work experience with government entitlement programs and mortgage underwriting experience, loan servicing and intake, credit counseling, banking, and federal program management experience • A degree can be substituted with relevant work experience in federal program management, mortgage underwriting experience, loan servicing and intake, credit counseling, banking, and national program management experience. Preferred Education & Experience Master’s degree in a related field • At least three years of direct experience in federal grants management related to HOPWA, HOME, ESG, CDBG, Section 8 Moderate Rehab, underwriting, and fiscal management. Licensures and Certifications Driver’s license valid at the time of appointment and remain valid while in position. Essential Capabilities and Work Environment Physical, lifting, and sensory capabilities are required to perform the job successfully under typical environmental conditions associated with the job.
City of McKinney, TX
McKinney, Texas, United States
Summary WORKING FOR THE CITY OF MCKINNEY Working for the City of McKinney is more than a job. It is an opportunity to make a meaningful difference in the lives of others. It is also an opportunity to have a hand in the development of one of the fastest growing communities in the nation. In 2023, McKinney was named one of the top workplaces in DFW by the Dallas Morning News. Although proud of that honor, everyone on our team is committed to making McKinney an even better place to live, work and raise a family. That’s why we exist. OUR CORE VALUES City of McKinney employees work hard and at a very fast pace. However, we also look after and support one another. All of us are guided by four employee-inspired values - Respect, Integrity, Service, and Excellence (RISE). We are also supported by servant-based leaders who foster and support a healthy, family-oriented culture. All new employees are expected to embrace and live by our core values and commit to helping us sustain our exceptional work environment as a high performance organization (HPO). SUMMARY OF POSITION The Airport Financial Analyst is responsible for conducting research, analyzing data, evaluating processes, and developing strategies and recommendations for airport business operations. Duties performed are particularly in the areas of cost management, asset replacement, performance benchmarking, monitoring and measuring data, utilization and optimization, process improvements, detailed analytical reporting and forecasting, and tracking and trending production. The position will support the airport’s regulatory compliance and safety measures and manage basic legal, financial and budgetary functions. The position will also assist the airport management staff with administrative support of the daily oversight of airport and FBO operations and provide customer service with a proactive and solution-focused approach. Essential Functions/Knowledge, Skills, & Abilities ESSENTIAL DUTIES AND RESPONSIBILITIES Analyzes financial impacts associated with the airport and FBO operations. Assists airport management with forecasting and developing the annual budget, including requests, transfers, amendments, expenditures, and monitoring the divisional and department budgets. Monitors budget performance, develops financial metrics, and conducts financial analysis of information. Performs high-level, complex analysis of budgets, revenue projections, economic indicators, financial plans, and financial trends and forecasts. Develops and distributes monthly financial reports of airport and FBO expenditures, revenues, and changes in financial status. Performs benchmarking analyses on key performance indicators, including special studies to implement quality service and operational improvements. Assists in developing departmental performance metrics and strategic financial plans. Assists in developing airport strategic goals and tracking the progress of those goals throughout the fiscal year. Develops pro-formas and forecasting models for future airport capital improvement projects. Reviews capital budgets for conformance with the Capital Improvement Plan, and assists with funding, contract documentation, change orders, and payouts on the capital improvement projects. Oversees grant reporting and project administration requirements by following requirements of approved project grants, submitting documentation and status reports, and communicating with grant administration offices and project managers regarding funding and other issues. Drafts professional service contracts, lease agreements, grant applications, contract amendments, and sole source memos and uploads them to DocuSign for approval. Drafts staff reports, resolutions, and ordinances for various airport projects and coordinates with the City Secretary’s office for City Council’s approval. Assists airport management staff to schedule, coordinate, and prepare exhibits and documents for FAA, city council, and community presentations. Conducts research and analysis, and issues recommendations for special projects at the request of management. Monitors and interprets lease agreements with various vendors/tenants and initiates changes for management and legal review. Calculate CPI adjustments for multiple hangar and land leases with varying schedules and frequencies. Assists with issuing new and renewable tenant leases, reconciles and prepares monthly billing statements, invoices tenants for hangar leases, tie-down, office rentals, recurring charges, and special services. Assist with processing adjustments/credits and refunds of security deposits as appropriate and prepares daily/weekly deposits for all leased sites, hangars, and offices. Manages and coordinates vendor quotes, purchase orders and requisitions in accordance with the city’s financial policies. Generates purchase orders to obtain goods and services from suppliers and verify divisions are using contact pricing. Verifies incoming shipments for quality, quantity, and accuracy, and completes purchasing processes by requesting change orders, inputting invoices into the City’s ERP system, and submitting receiving reports. Updates various airport policies, procedure manuals, and reference materials. Interprets the Airport’s Minimum Standards and Rules and Regulations. Answers related questions and responds to inquiries from tenants and airport users. Updates the FAA Aircraft Data Base, operational and fuel reports, and SAP strategy reports to include various leases and rents, fuel flowage volumes, aircraft operations, and US Customs activity. Provides based aircraft and lease data to Collin County Appraisal District for tax purposes and develops airport-specific ad valorum tax reports for distribution Coordinates information exchange between numerous other airports in the DFW area to help determine industry rates and fee metrics. Maintains and analyzes GIS database and maps. Coordinates with the Webmaster for updates and current departmental information on the airport’s website. Acts as the department’s main point of contact for all IT issues and provides assistance with computer software training within the department. Performs specialized and complex administrative, financial, and purchasing duties for special purpose aeronautical supplies, equipment, and services. Maintains office records and electronic filing systems and coordinates with the City Secretary regarding files and records administration. OTHER JOB FUNCTIONS: Builds queries and pivot tables, utilizing proficient Excel skills. Perform other duties as assigned or directed. KNOWLEDGE, SKILLS, ABILITIES, AND BEHAVIORS Ability to embrace and embody the City’s core values of Respect, Integrity, Service, and Excellence (R.I.S.E.). Excellent analytical and problem-solving skills including the ability to review, classify, categorize, prioritize, and/or analyze data and information. Ability to exercise independent judgement to adopt or modify methods and standards to meet variation in assigned objectives. Intermediate skills in Microsoft Office to include Word, Excel, Power Point, Outlook and Microsoft Operating Systems. High level of integrity and dependability with a strong sense of urgency and results orientation. Exercise sound judgement, decisiveness, and creativity in various situations. Knowledge of purchasing laws and city purchasing policies. Knowledge of maintaining and analyzing GIS database and maps. Skill to analyze/interpret data and information while recognizing interactive effects and relationships. Skill in analyzing business processes and policies and creating recommendations for improvement. Skill in analyzing complex processes and prescribing and formulating remedial policies and programs. Ability to organize, prioritize work, maintain a steady workflow and meet deadlines. Ability to work under time pressures and problem solve. Ability to take the initiative and drive innovation for systematic change and continuous improvement. Ability to communicate and deal effectively with employees, managers, tenants, airport users and others. Ability to communicate clearly, both orally and in writing. Ability to work in a team environment; contribute as a team member and treat co-workers and customers with respect. Ability to build professional relationships with internal staff and external customers. Ability to be flexible and adaptable, especially during times of change. Required Qualifications MINIMUM QUALIFICATIONS Any work related experience resulting in acceptable proficiency levels in the below Minimum Qualifications may be an acceptable substitute. Bachelor’s degree in airport management, business, finance, accounting, public administration, or closely related field and three (3) years of experience. PREFERRED QUALIFICATIONS Master’s degree preferred. Commercial airport or similar experience preferred. ACE or CM certification from American Association of Airport Executives (AAAE) preferred. CONDITIONS OF EMPLOYMENT Must pass a drug screen and background check. Must have Class C Texas Driver’s License Physical Demands/Supplemental PHYSICAL DEMANDS Tasks involve the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (25 pounds). Tasks may involve extended periods of time at a keyboard or workstation. Some tasks require visual and sound perception and discrimination and oral communications ability. WORK ENVIRONMENT Essential functions are regularly performed within an office environment. The above statements describe the general nature and level of work being performed as of the date of preparation and approval. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. The job description does not constitute an employment agreement between the employer and employee, and all requirements are subject to possible modification to reasonably accommodate individuals with disabilities. The City of McKinney is an equal opportunity employer (EOE) committed to an alcohol / drug free workplace and to providing equal opportunities regardless of age, race, color, gender, religion, national origin, marital status, veteran status, disability or any other legally protected status. The City offers a full complement of benefits: Health Insurance Medical, Dental, Vision Insurance Health Savings Account (HSA), Flexible Spending Medical and Childcare Account (FSA) Mental Health Care and Employee Assistance Program (EAP) City-paid and VoluntaryLifeInsurance City-paid and VoluntaryLong Term Disability Insurance Supplemental Insurance through Aflac Additional Benefits Legal Services through Legal Shield Tuition Reimbursement (up to $10,000 per year) Wellness Program (earn up to $600 per year) Retirement Texas Municipal Retirement System (TMRS) Mandatory 7% employee contribution City match 2:1 5 year vesting Retire after 20 years of service, or age 60 with 5 years of service 457(b) Deferred Compensation Plans Paid Time Off (PTO) Paid Vacation (80 hours per year for new hires; tieredincreases after 2 yrs) Sick Leave (135 hours per year for yourself and immediate family) Paid Parental Leave (80 hours for birth, adoption, or placement of a child in foser care) Ten Paid Holidays Personal Day Optional compensatory time for hourly employees Compensatory time for salaried employees For more detailed information, please see the City of McKinney's summary of benefits . Closing Date/Time: 5/6/2024 5:00 PM Central
Apr 23, 2024
Full Time
Summary WORKING FOR THE CITY OF MCKINNEY Working for the City of McKinney is more than a job. It is an opportunity to make a meaningful difference in the lives of others. It is also an opportunity to have a hand in the development of one of the fastest growing communities in the nation. In 2023, McKinney was named one of the top workplaces in DFW by the Dallas Morning News. Although proud of that honor, everyone on our team is committed to making McKinney an even better place to live, work and raise a family. That’s why we exist. OUR CORE VALUES City of McKinney employees work hard and at a very fast pace. However, we also look after and support one another. All of us are guided by four employee-inspired values - Respect, Integrity, Service, and Excellence (RISE). We are also supported by servant-based leaders who foster and support a healthy, family-oriented culture. All new employees are expected to embrace and live by our core values and commit to helping us sustain our exceptional work environment as a high performance organization (HPO). SUMMARY OF POSITION The Airport Financial Analyst is responsible for conducting research, analyzing data, evaluating processes, and developing strategies and recommendations for airport business operations. Duties performed are particularly in the areas of cost management, asset replacement, performance benchmarking, monitoring and measuring data, utilization and optimization, process improvements, detailed analytical reporting and forecasting, and tracking and trending production. The position will support the airport’s regulatory compliance and safety measures and manage basic legal, financial and budgetary functions. The position will also assist the airport management staff with administrative support of the daily oversight of airport and FBO operations and provide customer service with a proactive and solution-focused approach. Essential Functions/Knowledge, Skills, & Abilities ESSENTIAL DUTIES AND RESPONSIBILITIES Analyzes financial impacts associated with the airport and FBO operations. Assists airport management with forecasting and developing the annual budget, including requests, transfers, amendments, expenditures, and monitoring the divisional and department budgets. Monitors budget performance, develops financial metrics, and conducts financial analysis of information. Performs high-level, complex analysis of budgets, revenue projections, economic indicators, financial plans, and financial trends and forecasts. Develops and distributes monthly financial reports of airport and FBO expenditures, revenues, and changes in financial status. Performs benchmarking analyses on key performance indicators, including special studies to implement quality service and operational improvements. Assists in developing departmental performance metrics and strategic financial plans. Assists in developing airport strategic goals and tracking the progress of those goals throughout the fiscal year. Develops pro-formas and forecasting models for future airport capital improvement projects. Reviews capital budgets for conformance with the Capital Improvement Plan, and assists with funding, contract documentation, change orders, and payouts on the capital improvement projects. Oversees grant reporting and project administration requirements by following requirements of approved project grants, submitting documentation and status reports, and communicating with grant administration offices and project managers regarding funding and other issues. Drafts professional service contracts, lease agreements, grant applications, contract amendments, and sole source memos and uploads them to DocuSign for approval. Drafts staff reports, resolutions, and ordinances for various airport projects and coordinates with the City Secretary’s office for City Council’s approval. Assists airport management staff to schedule, coordinate, and prepare exhibits and documents for FAA, city council, and community presentations. Conducts research and analysis, and issues recommendations for special projects at the request of management. Monitors and interprets lease agreements with various vendors/tenants and initiates changes for management and legal review. Calculate CPI adjustments for multiple hangar and land leases with varying schedules and frequencies. Assists with issuing new and renewable tenant leases, reconciles and prepares monthly billing statements, invoices tenants for hangar leases, tie-down, office rentals, recurring charges, and special services. Assist with processing adjustments/credits and refunds of security deposits as appropriate and prepares daily/weekly deposits for all leased sites, hangars, and offices. Manages and coordinates vendor quotes, purchase orders and requisitions in accordance with the city’s financial policies. Generates purchase orders to obtain goods and services from suppliers and verify divisions are using contact pricing. Verifies incoming shipments for quality, quantity, and accuracy, and completes purchasing processes by requesting change orders, inputting invoices into the City’s ERP system, and submitting receiving reports. Updates various airport policies, procedure manuals, and reference materials. Interprets the Airport’s Minimum Standards and Rules and Regulations. Answers related questions and responds to inquiries from tenants and airport users. Updates the FAA Aircraft Data Base, operational and fuel reports, and SAP strategy reports to include various leases and rents, fuel flowage volumes, aircraft operations, and US Customs activity. Provides based aircraft and lease data to Collin County Appraisal District for tax purposes and develops airport-specific ad valorum tax reports for distribution Coordinates information exchange between numerous other airports in the DFW area to help determine industry rates and fee metrics. Maintains and analyzes GIS database and maps. Coordinates with the Webmaster for updates and current departmental information on the airport’s website. Acts as the department’s main point of contact for all IT issues and provides assistance with computer software training within the department. Performs specialized and complex administrative, financial, and purchasing duties for special purpose aeronautical supplies, equipment, and services. Maintains office records and electronic filing systems and coordinates with the City Secretary regarding files and records administration. OTHER JOB FUNCTIONS: Builds queries and pivot tables, utilizing proficient Excel skills. Perform other duties as assigned or directed. KNOWLEDGE, SKILLS, ABILITIES, AND BEHAVIORS Ability to embrace and embody the City’s core values of Respect, Integrity, Service, and Excellence (R.I.S.E.). Excellent analytical and problem-solving skills including the ability to review, classify, categorize, prioritize, and/or analyze data and information. Ability to exercise independent judgement to adopt or modify methods and standards to meet variation in assigned objectives. Intermediate skills in Microsoft Office to include Word, Excel, Power Point, Outlook and Microsoft Operating Systems. High level of integrity and dependability with a strong sense of urgency and results orientation. Exercise sound judgement, decisiveness, and creativity in various situations. Knowledge of purchasing laws and city purchasing policies. Knowledge of maintaining and analyzing GIS database and maps. Skill to analyze/interpret data and information while recognizing interactive effects and relationships. Skill in analyzing business processes and policies and creating recommendations for improvement. Skill in analyzing complex processes and prescribing and formulating remedial policies and programs. Ability to organize, prioritize work, maintain a steady workflow and meet deadlines. Ability to work under time pressures and problem solve. Ability to take the initiative and drive innovation for systematic change and continuous improvement. Ability to communicate and deal effectively with employees, managers, tenants, airport users and others. Ability to communicate clearly, both orally and in writing. Ability to work in a team environment; contribute as a team member and treat co-workers and customers with respect. Ability to build professional relationships with internal staff and external customers. Ability to be flexible and adaptable, especially during times of change. Required Qualifications MINIMUM QUALIFICATIONS Any work related experience resulting in acceptable proficiency levels in the below Minimum Qualifications may be an acceptable substitute. Bachelor’s degree in airport management, business, finance, accounting, public administration, or closely related field and three (3) years of experience. PREFERRED QUALIFICATIONS Master’s degree preferred. Commercial airport or similar experience preferred. ACE or CM certification from American Association of Airport Executives (AAAE) preferred. CONDITIONS OF EMPLOYMENT Must pass a drug screen and background check. Must have Class C Texas Driver’s License Physical Demands/Supplemental PHYSICAL DEMANDS Tasks involve the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (25 pounds). Tasks may involve extended periods of time at a keyboard or workstation. Some tasks require visual and sound perception and discrimination and oral communications ability. WORK ENVIRONMENT Essential functions are regularly performed within an office environment. The above statements describe the general nature and level of work being performed as of the date of preparation and approval. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. The job description does not constitute an employment agreement between the employer and employee, and all requirements are subject to possible modification to reasonably accommodate individuals with disabilities. The City of McKinney is an equal opportunity employer (EOE) committed to an alcohol / drug free workplace and to providing equal opportunities regardless of age, race, color, gender, religion, national origin, marital status, veteran status, disability or any other legally protected status. The City offers a full complement of benefits: Health Insurance Medical, Dental, Vision Insurance Health Savings Account (HSA), Flexible Spending Medical and Childcare Account (FSA) Mental Health Care and Employee Assistance Program (EAP) City-paid and VoluntaryLifeInsurance City-paid and VoluntaryLong Term Disability Insurance Supplemental Insurance through Aflac Additional Benefits Legal Services through Legal Shield Tuition Reimbursement (up to $10,000 per year) Wellness Program (earn up to $600 per year) Retirement Texas Municipal Retirement System (TMRS) Mandatory 7% employee contribution City match 2:1 5 year vesting Retire after 20 years of service, or age 60 with 5 years of service 457(b) Deferred Compensation Plans Paid Time Off (PTO) Paid Vacation (80 hours per year for new hires; tieredincreases after 2 yrs) Sick Leave (135 hours per year for yourself and immediate family) Paid Parental Leave (80 hours for birth, adoption, or placement of a child in foser care) Ten Paid Holidays Personal Day Optional compensatory time for hourly employees Compensatory time for salaried employees For more detailed information, please see the City of McKinney's summary of benefits . Closing Date/Time: 5/6/2024 5:00 PM Central
Basic Function Manages and coordinates financial activities for Metro in the areas of accounting, treasury operations, employee benefits, budgeting, risk management, finance, and labor economics. This position will report to the Countywide Planning and Development office. This position will develop funding plans, forecast revenues, and identify funding strategies that include the use of state and federal grants as well as debt financing. Responsibilities include financial analysis, Excel modeling, reconciliation with budget and accounting data, preparation of written reports and presentations, and programming funds for major projects and funding programs. Example Of Duties Utilizes technology to coordinate and assemble all data provided by agency departments resulting in management reports and agency-wide budget documents Provides research, analysis, and problem resolution to executive management Conducts studies of the more complex financial system operations, including the development of forecast models for estimating salary and benefit changes and budgetary impacts Serves as project manager in various ad hoc research studies, such as designing management financial reports, evaluating the impact of capital programs, and other projects Supervises, train, mentors, and motivates assigned staff Communicates and implements safety rules, policies, process, and procedures in support of the agency′s safety vision and goals; and maintains accountability for the safety performance of all assigned employees Contributes to ensuring that the Equal Employment Opportunity (EEO) policies and programs of Metro are carried out May be required to perform other related job duties Requirements For Employment A combination of education and/or experience that provides the required knowledge, skills, and abilities to perform the essential functions of the position. Additional experience, as outlined below, may be substituted for required education on a two-for-one year basis. A typical combination includes: Education Bachelor′s Degree in Business Administration or in a technical financial discipline, such as Accounting, Finance, or Economics; Master′s Degree in a related field preferred Experience Six years of relevant experience or three years of relevant supervisory-level experience in the area of finance Certifications/Licenses/Special Requirements A valid California Class C Driver License or the ability to utilize an alternative method of transportation when needed to carry out job-related essential functions Professional certifications such as CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst) preferred Preferred Qualifications Preferred Qualifications (PQs) are used to identify relevant knowledge, skills, and abilities (KSAs) as determined by business necessity. These criteria are considered preferred qualifications and are not intended to serve as minimum requirements for the position. PQs will help support selection decisions throughout the recruitment. In addition, applicants who possess these PQs will not automatically be selected. Experience conducting governmental financial planning and analysis or other quantitative modeling for funding of public capital infrastructure projects Experience preparing funding strategies for projects and programs, and revenue and cost projections Experience managing state or federal funding and grant programs Knowledge: Theories, principles, and practices of accounting, finance, business administration, banking, economics, modeling, and investment management Theories, principles, and practices of transportation, planning, and public finance Applicable local, state, and federal laws, rules, and regulations governing investment options and pension and benefits administration Federal and state regulations governing financial institutions Financial analysis, research procedures, and document retention Modern management theory Skills: Managing and performing analytical work in financial management Creating economic models Critical thinking Determining strategies to achieve goals Analyzing situations, identifying problems, and developing and recommending solutions Exercising sound judgment and creativity in making decisions and recommendations Communicating effectively orally and in writing Preparing complex, comprehensive reports and correspondence Interacting professionally with Metro′s Board of Directors and their respective staffs, Metro executive staff, various levels of Metro employees, elected officials, union, and outside representatives Supervising, training, mentoring, and motivating assigned staff Abilities: Compile, analyze, and interpret highly complex data Handle highly confidential material Communicate complex issues which are critical to achieving Metro's goals and objectives Establish and maintain business relationships with executive level staff Understand interpret, and apply Metro policies, rules, regulations, contracts, budgets, and labor agreements Read, write, speak, and understand English Selection Procedure Applicants who best meet job-related qualifications will be invited to participate in the examination process that may consist of any combination of written, performance, or oral appraisal to further evaluate job-related experience, knowledge, skills and abilities. Application Procedure To apply, visit Metro's website at www.metro.net and complete an online Employment Application. Computers are available to complete online Employment Applications at the following Metro location: METRO Headquarters, Employment Office One Gateway Plaza Los Angeles, CA 90012 Telephone: (213) 922-6217 or persons with hearing or speech impairments can use California Relay Service 711 to contact Metro. All completed online Employment Applications must be received by 5:00 p.m. on the closing date. *Open to the public and all Metro employeesThis job bulletin is not to be construed as an exhaustive list of duties, responsibilities, or requirements. Employees may be required to perform other related job duties. Closing Date/Time: 02-MAY-24
Apr 19, 2024
Full Time
Basic Function Manages and coordinates financial activities for Metro in the areas of accounting, treasury operations, employee benefits, budgeting, risk management, finance, and labor economics. This position will report to the Countywide Planning and Development office. This position will develop funding plans, forecast revenues, and identify funding strategies that include the use of state and federal grants as well as debt financing. Responsibilities include financial analysis, Excel modeling, reconciliation with budget and accounting data, preparation of written reports and presentations, and programming funds for major projects and funding programs. Example Of Duties Utilizes technology to coordinate and assemble all data provided by agency departments resulting in management reports and agency-wide budget documents Provides research, analysis, and problem resolution to executive management Conducts studies of the more complex financial system operations, including the development of forecast models for estimating salary and benefit changes and budgetary impacts Serves as project manager in various ad hoc research studies, such as designing management financial reports, evaluating the impact of capital programs, and other projects Supervises, train, mentors, and motivates assigned staff Communicates and implements safety rules, policies, process, and procedures in support of the agency′s safety vision and goals; and maintains accountability for the safety performance of all assigned employees Contributes to ensuring that the Equal Employment Opportunity (EEO) policies and programs of Metro are carried out May be required to perform other related job duties Requirements For Employment A combination of education and/or experience that provides the required knowledge, skills, and abilities to perform the essential functions of the position. Additional experience, as outlined below, may be substituted for required education on a two-for-one year basis. A typical combination includes: Education Bachelor′s Degree in Business Administration or in a technical financial discipline, such as Accounting, Finance, or Economics; Master′s Degree in a related field preferred Experience Six years of relevant experience or three years of relevant supervisory-level experience in the area of finance Certifications/Licenses/Special Requirements A valid California Class C Driver License or the ability to utilize an alternative method of transportation when needed to carry out job-related essential functions Professional certifications such as CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst) preferred Preferred Qualifications Preferred Qualifications (PQs) are used to identify relevant knowledge, skills, and abilities (KSAs) as determined by business necessity. These criteria are considered preferred qualifications and are not intended to serve as minimum requirements for the position. PQs will help support selection decisions throughout the recruitment. In addition, applicants who possess these PQs will not automatically be selected. Experience conducting governmental financial planning and analysis or other quantitative modeling for funding of public capital infrastructure projects Experience preparing funding strategies for projects and programs, and revenue and cost projections Experience managing state or federal funding and grant programs Knowledge: Theories, principles, and practices of accounting, finance, business administration, banking, economics, modeling, and investment management Theories, principles, and practices of transportation, planning, and public finance Applicable local, state, and federal laws, rules, and regulations governing investment options and pension and benefits administration Federal and state regulations governing financial institutions Financial analysis, research procedures, and document retention Modern management theory Skills: Managing and performing analytical work in financial management Creating economic models Critical thinking Determining strategies to achieve goals Analyzing situations, identifying problems, and developing and recommending solutions Exercising sound judgment and creativity in making decisions and recommendations Communicating effectively orally and in writing Preparing complex, comprehensive reports and correspondence Interacting professionally with Metro′s Board of Directors and their respective staffs, Metro executive staff, various levels of Metro employees, elected officials, union, and outside representatives Supervising, training, mentoring, and motivating assigned staff Abilities: Compile, analyze, and interpret highly complex data Handle highly confidential material Communicate complex issues which are critical to achieving Metro's goals and objectives Establish and maintain business relationships with executive level staff Understand interpret, and apply Metro policies, rules, regulations, contracts, budgets, and labor agreements Read, write, speak, and understand English Selection Procedure Applicants who best meet job-related qualifications will be invited to participate in the examination process that may consist of any combination of written, performance, or oral appraisal to further evaluate job-related experience, knowledge, skills and abilities. Application Procedure To apply, visit Metro's website at www.metro.net and complete an online Employment Application. Computers are available to complete online Employment Applications at the following Metro location: METRO Headquarters, Employment Office One Gateway Plaza Los Angeles, CA 90012 Telephone: (213) 922-6217 or persons with hearing or speech impairments can use California Relay Service 711 to contact Metro. All completed online Employment Applications must be received by 5:00 p.m. on the closing date. *Open to the public and all Metro employeesThis job bulletin is not to be construed as an exhaustive list of duties, responsibilities, or requirements. Employees may be required to perform other related job duties. Closing Date/Time: 02-MAY-24
HOUSTON AIRPORT SYSTEM
Houston, Texas, United States
POSITION OVERVIEW APPLICATIONS ACCEPTED FROM: ALL PERSONS INTERESTED JOB CLASSIFICATION: ASSISTANT DIRECTOR (EXE LEV) DIVISION: FINANCE REPORTING LOCATION: 16930 JOHN F. KENNEDY BLVD. WORKDAYS & HOURS: MONDAY - FRIDAY 8AM - 5PM* * Subject to change DESCRIPTION OF DUTIES/ ESSENTIAL FUNCTIONS Under the direction of the Chief Financial Officer manages the activities of the Financial Planning & Analysis Business Unit. Develops and implements a set of planning, forecasting, budgeting, and analytical activities that support HAS major company’s major business decisions and overall financial health. Initiates business cases, assembles budgets, and forecasts, and reports as necessary to the Chief Financial Officer. Assists the Chief Financial Officer in the development of financing plans to deliver projects approved in the HAS Capital Improvement Plan. Performs business and financial analysis to support executive decision making and planning. Leads the development and compilation of HAS’s capital and operating budgets. Produces financial reports as necessary to provide an update on the status of HAS’s financial performance against prior years and budgets. Assists with developing and preparing airline rates and charges. Manages and monitors Houston Airport's financial model to ensure Houston Airport's overall financial health is safeguarded. Assists and delivers financial insights associated with key performance indicators of HAS. Delivers ad-hoc financial analysis requested by the Chief Financial Officer. The Assistant Director will be responsible for the following: Meets with Infrastructure and other departments to determine the proper timing to proceed with a new Passenger Facility Charge Applications. Leads the development of the capital and operating budget. Leads the completion and submission of the City of Houston's Monthly Operating Financial Report (MoFR) per City of Houston budget schedules. Develops a full understanding of HAS’s airline use and lease agreements, including all rates and charges, and the associated impact on financial planning and projections. Delivers an Actual vs. Budget Capital Report monthly. Works with financial advisors, bond counsel, and the City of Houston Finance Department to determine when HAS must enter the capital market to continue financing its Capital Improvement Plan. Develops advanced proficiency in the update of HAS’s long-term financial planning model. Provides analytical insight on operational statistics, cost trend analysis, KPI trends, revenue trends, business performance, etc. Communicates abnormal financial performance trends as necessary to assist in managerial decision-making. WORKING CONDITIONS There are no major sources of discomfort, i.e., essentially normal office environment with acceptable lighting, temperature and air conditions. MINIMUM REQUIREMENTS EDUCATION REQUIREMENTS Requires a Bachelor's degree in Business Administration, Public Administration or a closely related field. EXPERIENCE REQUIREMENTS Seven years of administrative experience are required, with at least three of those years in a managerial capacity. A Master's degree may be substituted for two years of experience. LICENSE REQUIREMENTS Valid driver's license and compliance with the City of Houston driving policy (A.P. 2-2). PREFERENCES Preference will be given to applicants with: Finance certifications and/or designations (i.e., Chartered Financial Analyst, Certified Financial Analyst, Certified Government Financial Manager, etc.) Advanced financial modeling skills and experience managing large data sets. Advanced knowledge of Microsoft Excel and other financial reporting tools (e.g., Hyperion, Tableau, Power BI, SAP BPC, etc.). Five (5) years of progressively responsible experience in Financial Planning and Analysis and/or Accounting with demonstrated experience in financial analysis and internal reporting. **Preference shall be given to eligible veteran applicants provided such persons possess the qualifications necessary for competent discharge of the duties involved in the position applied for, such persons are among the most qualified candidates for the position, and all other factors in accordance with Executive Order 1-6.** GENERAL INFORMATION SELECTION / SKILLS TESTS REQUIRED Department may administer skills assessment test. SAFETY IMPACT POSITION Yes If yes, this position is subject to random drug testing and if a promotional position, candidate must pass an assignment drug test. SALARY INFORMATION Factors used in determining the salary offered include the candidate's qualifications as well as the pay rates of other employees in this classification. PAY GRADE 32 APPLICATION PROCEDURES Only online applications will be accepted for this City of Houston job and must be received by the Human Resources Department during active posting period. Applications must be submitted online at: www.houstontx.gov . To view your detailed application status, please log-in to your online profile by visiting: http://agency.governmentjobs.com/houston/default.cfm or call (832/393-0453). If you need special services or accommodations, call (832/393-0453). (TTY 7-1-1) If you need login assistance or technical support call 855-524-5627. Due to the high volume of applications received, the Hiring Department will contact you directly, should you be selected to advance in our recruitment process. All new and rehires must pass a pre-employment drug test and are subject to a physical examination and verification of information provided. EOE Equal Opportunity Employer The City of Houston is committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, genetic information, veteran status, gender identity, or pregnancy. The city offers a competitive benefits program, including competitively priced health coverage and a defined contribution pension plan. Benefits include: • Medical • Dental • Vision • Wellness • Life insurance • Long-term disability • Retirement pension • 457 deferred compensation plan • Employee Assistance Program • 10 days of vacation each year • 11 city holidays, plus one floating holiday • Flexible schedules • Professional development opportunities • Transportation/parking plan • Section 125 pretax deductions • Dependent Care Reimbursement Plan • Healthcare Flexible Spending Account For plan details, visit http://www.houstontx.gov/hr/benefits.html Closing Date/Time: Continuous
Mar 08, 2024
POSITION OVERVIEW APPLICATIONS ACCEPTED FROM: ALL PERSONS INTERESTED JOB CLASSIFICATION: ASSISTANT DIRECTOR (EXE LEV) DIVISION: FINANCE REPORTING LOCATION: 16930 JOHN F. KENNEDY BLVD. WORKDAYS & HOURS: MONDAY - FRIDAY 8AM - 5PM* * Subject to change DESCRIPTION OF DUTIES/ ESSENTIAL FUNCTIONS Under the direction of the Chief Financial Officer manages the activities of the Financial Planning & Analysis Business Unit. Develops and implements a set of planning, forecasting, budgeting, and analytical activities that support HAS major company’s major business decisions and overall financial health. Initiates business cases, assembles budgets, and forecasts, and reports as necessary to the Chief Financial Officer. Assists the Chief Financial Officer in the development of financing plans to deliver projects approved in the HAS Capital Improvement Plan. Performs business and financial analysis to support executive decision making and planning. Leads the development and compilation of HAS’s capital and operating budgets. Produces financial reports as necessary to provide an update on the status of HAS’s financial performance against prior years and budgets. Assists with developing and preparing airline rates and charges. Manages and monitors Houston Airport's financial model to ensure Houston Airport's overall financial health is safeguarded. Assists and delivers financial insights associated with key performance indicators of HAS. Delivers ad-hoc financial analysis requested by the Chief Financial Officer. The Assistant Director will be responsible for the following: Meets with Infrastructure and other departments to determine the proper timing to proceed with a new Passenger Facility Charge Applications. Leads the development of the capital and operating budget. Leads the completion and submission of the City of Houston's Monthly Operating Financial Report (MoFR) per City of Houston budget schedules. Develops a full understanding of HAS’s airline use and lease agreements, including all rates and charges, and the associated impact on financial planning and projections. Delivers an Actual vs. Budget Capital Report monthly. Works with financial advisors, bond counsel, and the City of Houston Finance Department to determine when HAS must enter the capital market to continue financing its Capital Improvement Plan. Develops advanced proficiency in the update of HAS’s long-term financial planning model. Provides analytical insight on operational statistics, cost trend analysis, KPI trends, revenue trends, business performance, etc. Communicates abnormal financial performance trends as necessary to assist in managerial decision-making. WORKING CONDITIONS There are no major sources of discomfort, i.e., essentially normal office environment with acceptable lighting, temperature and air conditions. MINIMUM REQUIREMENTS EDUCATION REQUIREMENTS Requires a Bachelor's degree in Business Administration, Public Administration or a closely related field. EXPERIENCE REQUIREMENTS Seven years of administrative experience are required, with at least three of those years in a managerial capacity. A Master's degree may be substituted for two years of experience. LICENSE REQUIREMENTS Valid driver's license and compliance with the City of Houston driving policy (A.P. 2-2). PREFERENCES Preference will be given to applicants with: Finance certifications and/or designations (i.e., Chartered Financial Analyst, Certified Financial Analyst, Certified Government Financial Manager, etc.) Advanced financial modeling skills and experience managing large data sets. Advanced knowledge of Microsoft Excel and other financial reporting tools (e.g., Hyperion, Tableau, Power BI, SAP BPC, etc.). Five (5) years of progressively responsible experience in Financial Planning and Analysis and/or Accounting with demonstrated experience in financial analysis and internal reporting. **Preference shall be given to eligible veteran applicants provided such persons possess the qualifications necessary for competent discharge of the duties involved in the position applied for, such persons are among the most qualified candidates for the position, and all other factors in accordance with Executive Order 1-6.** GENERAL INFORMATION SELECTION / SKILLS TESTS REQUIRED Department may administer skills assessment test. SAFETY IMPACT POSITION Yes If yes, this position is subject to random drug testing and if a promotional position, candidate must pass an assignment drug test. SALARY INFORMATION Factors used in determining the salary offered include the candidate's qualifications as well as the pay rates of other employees in this classification. PAY GRADE 32 APPLICATION PROCEDURES Only online applications will be accepted for this City of Houston job and must be received by the Human Resources Department during active posting period. Applications must be submitted online at: www.houstontx.gov . To view your detailed application status, please log-in to your online profile by visiting: http://agency.governmentjobs.com/houston/default.cfm or call (832/393-0453). If you need special services or accommodations, call (832/393-0453). (TTY 7-1-1) If you need login assistance or technical support call 855-524-5627. Due to the high volume of applications received, the Hiring Department will contact you directly, should you be selected to advance in our recruitment process. All new and rehires must pass a pre-employment drug test and are subject to a physical examination and verification of information provided. EOE Equal Opportunity Employer The City of Houston is committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, genetic information, veteran status, gender identity, or pregnancy. The city offers a competitive benefits program, including competitively priced health coverage and a defined contribution pension plan. Benefits include: • Medical • Dental • Vision • Wellness • Life insurance • Long-term disability • Retirement pension • 457 deferred compensation plan • Employee Assistance Program • 10 days of vacation each year • 11 city holidays, plus one floating holiday • Flexible schedules • Professional development opportunities • Transportation/parking plan • Section 125 pretax deductions • Dependent Care Reimbursement Plan • Healthcare Flexible Spending Account For plan details, visit http://www.houstontx.gov/hr/benefits.html Closing Date/Time: Continuous
City of Huntington Beach, CA
Huntington Beach, California, United States
Description The City of Huntington Beach offers flexible schedule options, including 5/40, 9/80, and 4/10 work schedules. Additionally, the ability to participate in a pet insurance program will be available as of January 1, 2024. (Updated 12/19/23) The next review of applications is now scheduled to occur for applications received before 10:00 am on January 8, 2024 . This recruitment may close at any time after that date, once a sufficiently strong candidate pool has been established. (updated 12/19/23) NOTE: This posting is a job series in which applications will be accepted, reviewed, and considered based on the qualifications listed on the application. The candidates that meet the minimum qualifications and best meet the City's current needs will be invited to test at the appropriate job level within the series. Only ONE APPLICATION needs to be submitted to be considered for this job series. SALARY RANGE: Senior Finance Analyst : $94,151 - $126,172 annually Principal Finance Analyst : $101,953 - $136,626 annually Here in Huntington Beach, we believe passionately that the key to becoming the best beach City in the world starts and ends with finding the right people to join our team. At this time, we have an outstanding career opportunity available, as we're looking for the "right person" to serve as Senior Finance Analyst or Principal Finance Analyst with the FinanceDepartment . Finance Department The Finance Department, through its four Divisions, provides financial management, oversight, monitoring and reporting functions for the City's complex financial resources. The department accomplishes this objective by providing budgetary oversight, monitoring and preparation; purchasing and procurement expertise; accounting and financial reporting services; cashiering, accounts receivable and collections services; payroll and accounts payable services; utility billing; and business license customer service. The Position The Senior Finance Analyst performs a variety of advanced professional-level accounting, budgetary, and financial analysis and reporting related to the City's financial functions and perform a broad range of related duties. The Principal Finance Analyst performs difficult and complex professional-level financial analysis requiring advanced knowledge and competency in various financial functions such as accounting, budgeting and financial planning; supervises the activities of assigned personnel and provides responsible staff assistance to the Finance Manager or Chief Financial Officer/Assistant Chief Financial Officer. The current vacancies are in the Budget Management Division and the Accounting Services Division. The Budget Management Division is responsible for assisting the City Council and Executive Management team in managing the City's resources, developing and maintaining the City's long-range financial projections, and evaluating the fiscal impact of legislative initiatives and judicial decisions affecting the City . Accounting Services is responsible for maintaining a system of internal controls that preserves and safeguards the City's assets and implementing new accounting requirements. This Division is also responsible for serving as the audit liaison for all departments and serves as the City’s liaison for all financial audits of the City. Accounts Payable is responsible for the processing and payment of all City obligations. (Updated 11/14/23) Examples of Essential Duties Senior Finance Analyst Perform complex financial calculations and analysis; prepare comprehensive financial studies, statements, and reports Prepare and analyze a variety of financial statements, schedules, and reports; ensures that financial statements are prepared on a timely basis in accordance with related governmental accounting regulations Assist in the development of accounting and audit control methods, systems and procedures to comply with accounting procedures, laws, ordinances and regulations; coordinate the preparation of external audit materials and assists auditors in the fiscal year review Assists in establishing parameters for revenue and expenditure estimates and makes recommendations for fiscal guidelines in the budgetary process; participates in the development of schedules, formats, policies, and procedures for the annual adopted budget Assists departments with the formulation, implementation and administration of capital and operating budgets Provides direction to department staff; serves as Finance Department liaison in directing and assisting department representatives with accounting, financial reporting and budget development, administration and implementation throughout the year to ensure adherence to established budget and financial parameters Monitors and reviews financial performance of City departments and projects by conducting budgetary, variance and fund analyses and preparing reports; reviews revenue and expenditures of departmental budgets and develops mitigation plans Please click here to review the full job description. Principal Finance Analyst Performs professional tasks in support of the City’s financial management operations; prepares a variety of complex analyses involving revenue and expenditures, payroll, accounts payable, accounts receivables, budget, and treasury operations. Assigns, monitors and supervises the work of subordinate staff involved in performing accounting, budget, treasury, and financial analysis; participates in the selection and hiring of personnel; conducts performance evaluations and recommends merit step increases; assesses disciplinary action when needed; provides and/or recommends training Leads the preparation, implementation, monitoring and evaluation of capital improvement plans and budgets; monitors and updates operating and capital budget adjustments and funding changes; reviews CIP requests for financial compliance Oversees the coordination of the master fee schedule Prepares and analyzes highly complex and sensitive budget requests, policy proposals, and financial reports, including reports regarding the City’s long-term obligations, revenue forecasts and expenditure trends Assists in the preparation of a variety of complex financial analyses, forecasts, and reports, including the annual budget, Annual Comprehensive Financial Report (ACFR) and the Popular Annual Financial Report (PAFR) Develops presentations to help summarize budget results, financial reports, forecasts and trends in a comprehensive and easy-to understand format Please click here to review the full job description. Minimum Qualifications Education: A Bachelor’s degree from an accredited college or university in Accounting, Economics, Finance, Business, Public Administration or other closely related field. A Master’s degree, Certified Public Accountant (CPA), and/or Certified Government Financial Manager (CGFM) is desirable. Experience: Senior Finance Analyst : Four (4) years’ professional level experience performing complex governmental accounting, budgetary financial analysis and research including two (2) years’ related finance and/or auditing experience for a municipality or other public sector entity. Principal Finance Analyst : Four (4) years’ increasingly responsible professional level governmental financial management, accounting, budgeting or auditing experience, with an emphasis in business and revenue operations activities, including one (1) year in a senior capacity or as supervisor of professional-level finance staff for a municipality or other public sector entity. Certificates/Licenses: A valid California Class C driver license with an acceptable driving record required at time of appointment and during course of employment. Supplemental Information APPLICATION AND SELECTION PROCESS: Application Review Examination(s) - A virtual oral exam (weighted 100%) is tentatively scheduled for a date TBD (updated 11/14/23) Selection Interview Background Investigation Appointment The City of Huntington Beach offers a comprehensive benefit package to Management Employees' Organization members including: The SALARY RANGE is composed of seven steps. Merit step increases are based on satisfactory performance. PROMOTIONS within the City are based upon the merit system principles emphasizing individual ability and utilizing competitive examinations. TWELVE PAID HOLIDAYS provided per year. GENERAL LEAVE with pay of 176 hours is granted to regular employees. After four years' service additional general leave hours are earned, up to 256 hours after fifteen years' service. ADMINISTRATIVE LEAVE with pay is granted in the amount of 60 hours per calendar year. EDUCATIONAL INCENTIVE PLANS are available for eligible employees to develop their knowledge and abilities. GROUP INSURANCE PROGRAMS are available to eligible City employees. These programs include medical, dental, vision, long-term disability, life and accidental death and dismemberment insurances. FLEXIBLE SPENDING ACCOUNTS are available where employees use pre-tax salary to pay for regular child care, adult dependent care and/or medical expenses. RETIREMENT BENEFITS are provided by the California Public Employee's Retirement System. Every regular employee becomes a member immediately upon employment. Effective January 1, 2013, the Public Employees' Pension Reform Act will apply to new members of CalPERS. A new member is defined as a new hire who is brought into CalPERS membership for the first time on or after 1/1/13 and has no prior membership in a California public retirement system; is not eligible for reciprocity with another California public retirement system; or is rehired by a different CalPERS employer after a break in service of greater than six (6) months. All employees hired on or after January 1, 2013 will be subject to CalPERS membership review for applicability of PEPRA. Employees enrolled in CalPERS prior to January 1, 2013 are considered classic members. The benefit formula, final compensation period, and member contribution rate is as represented below: Classic Miscellaneous Members: Benefit Formula Miscellaneous 2.5% at age 55 Final Compensation Period 1-year Final Compensation Member Contribution Rate 9.0% of Reportable Compensation New Miscellaneous Members under PEPRA: Benefit Formula Miscellaneous 2% at age 62 Final Compensation Period 3-year Final Compensation Member Contribution Rate 8.25% of Reportable Compensation (eff. 7/1/23) DEFERRED COMPENSATION: Two voluntary deferred compensation 457 plans are available. CREDIT UNION membership is available to all City employees and provides access to low interest loans. FLEXIBLE WORK SCHEDULES: Employees will have the option of working a 5/40 or 9/80 work schedule with Supervisor and Department Head approval. Employees assigned to the Police Department shall retain the option of working the 4/10 work schedule with Supervisor and Department Head approval. In order to maintain service to the public, departmental effectiveness, productivity and/or efficiency, a Department Head may assign an employee a different work schedule that is in compliance with the requirements of FLSA with City Manager approval. NOTE: The provisions of this bulletin do not constitute a contract expressed or implied, and any provisions contained herein may be modified or revoked without notice. For a more detailed overview of the benefits, review the Memorandum of Understanding and Side Letters at: MEMORANDA OF UNDERSTANDINGS Click on the links under "Management Employees' Organization". Closing Date/Time: Continuous
Mar 08, 2024
Full Time
Description The City of Huntington Beach offers flexible schedule options, including 5/40, 9/80, and 4/10 work schedules. Additionally, the ability to participate in a pet insurance program will be available as of January 1, 2024. (Updated 12/19/23) The next review of applications is now scheduled to occur for applications received before 10:00 am on January 8, 2024 . This recruitment may close at any time after that date, once a sufficiently strong candidate pool has been established. (updated 12/19/23) NOTE: This posting is a job series in which applications will be accepted, reviewed, and considered based on the qualifications listed on the application. The candidates that meet the minimum qualifications and best meet the City's current needs will be invited to test at the appropriate job level within the series. Only ONE APPLICATION needs to be submitted to be considered for this job series. SALARY RANGE: Senior Finance Analyst : $94,151 - $126,172 annually Principal Finance Analyst : $101,953 - $136,626 annually Here in Huntington Beach, we believe passionately that the key to becoming the best beach City in the world starts and ends with finding the right people to join our team. At this time, we have an outstanding career opportunity available, as we're looking for the "right person" to serve as Senior Finance Analyst or Principal Finance Analyst with the FinanceDepartment . Finance Department The Finance Department, through its four Divisions, provides financial management, oversight, monitoring and reporting functions for the City's complex financial resources. The department accomplishes this objective by providing budgetary oversight, monitoring and preparation; purchasing and procurement expertise; accounting and financial reporting services; cashiering, accounts receivable and collections services; payroll and accounts payable services; utility billing; and business license customer service. The Position The Senior Finance Analyst performs a variety of advanced professional-level accounting, budgetary, and financial analysis and reporting related to the City's financial functions and perform a broad range of related duties. The Principal Finance Analyst performs difficult and complex professional-level financial analysis requiring advanced knowledge and competency in various financial functions such as accounting, budgeting and financial planning; supervises the activities of assigned personnel and provides responsible staff assistance to the Finance Manager or Chief Financial Officer/Assistant Chief Financial Officer. The current vacancies are in the Budget Management Division and the Accounting Services Division. The Budget Management Division is responsible for assisting the City Council and Executive Management team in managing the City's resources, developing and maintaining the City's long-range financial projections, and evaluating the fiscal impact of legislative initiatives and judicial decisions affecting the City . Accounting Services is responsible for maintaining a system of internal controls that preserves and safeguards the City's assets and implementing new accounting requirements. This Division is also responsible for serving as the audit liaison for all departments and serves as the City’s liaison for all financial audits of the City. Accounts Payable is responsible for the processing and payment of all City obligations. (Updated 11/14/23) Examples of Essential Duties Senior Finance Analyst Perform complex financial calculations and analysis; prepare comprehensive financial studies, statements, and reports Prepare and analyze a variety of financial statements, schedules, and reports; ensures that financial statements are prepared on a timely basis in accordance with related governmental accounting regulations Assist in the development of accounting and audit control methods, systems and procedures to comply with accounting procedures, laws, ordinances and regulations; coordinate the preparation of external audit materials and assists auditors in the fiscal year review Assists in establishing parameters for revenue and expenditure estimates and makes recommendations for fiscal guidelines in the budgetary process; participates in the development of schedules, formats, policies, and procedures for the annual adopted budget Assists departments with the formulation, implementation and administration of capital and operating budgets Provides direction to department staff; serves as Finance Department liaison in directing and assisting department representatives with accounting, financial reporting and budget development, administration and implementation throughout the year to ensure adherence to established budget and financial parameters Monitors and reviews financial performance of City departments and projects by conducting budgetary, variance and fund analyses and preparing reports; reviews revenue and expenditures of departmental budgets and develops mitigation plans Please click here to review the full job description. Principal Finance Analyst Performs professional tasks in support of the City’s financial management operations; prepares a variety of complex analyses involving revenue and expenditures, payroll, accounts payable, accounts receivables, budget, and treasury operations. Assigns, monitors and supervises the work of subordinate staff involved in performing accounting, budget, treasury, and financial analysis; participates in the selection and hiring of personnel; conducts performance evaluations and recommends merit step increases; assesses disciplinary action when needed; provides and/or recommends training Leads the preparation, implementation, monitoring and evaluation of capital improvement plans and budgets; monitors and updates operating and capital budget adjustments and funding changes; reviews CIP requests for financial compliance Oversees the coordination of the master fee schedule Prepares and analyzes highly complex and sensitive budget requests, policy proposals, and financial reports, including reports regarding the City’s long-term obligations, revenue forecasts and expenditure trends Assists in the preparation of a variety of complex financial analyses, forecasts, and reports, including the annual budget, Annual Comprehensive Financial Report (ACFR) and the Popular Annual Financial Report (PAFR) Develops presentations to help summarize budget results, financial reports, forecasts and trends in a comprehensive and easy-to understand format Please click here to review the full job description. Minimum Qualifications Education: A Bachelor’s degree from an accredited college or university in Accounting, Economics, Finance, Business, Public Administration or other closely related field. A Master’s degree, Certified Public Accountant (CPA), and/or Certified Government Financial Manager (CGFM) is desirable. Experience: Senior Finance Analyst : Four (4) years’ professional level experience performing complex governmental accounting, budgetary financial analysis and research including two (2) years’ related finance and/or auditing experience for a municipality or other public sector entity. Principal Finance Analyst : Four (4) years’ increasingly responsible professional level governmental financial management, accounting, budgeting or auditing experience, with an emphasis in business and revenue operations activities, including one (1) year in a senior capacity or as supervisor of professional-level finance staff for a municipality or other public sector entity. Certificates/Licenses: A valid California Class C driver license with an acceptable driving record required at time of appointment and during course of employment. Supplemental Information APPLICATION AND SELECTION PROCESS: Application Review Examination(s) - A virtual oral exam (weighted 100%) is tentatively scheduled for a date TBD (updated 11/14/23) Selection Interview Background Investigation Appointment The City of Huntington Beach offers a comprehensive benefit package to Management Employees' Organization members including: The SALARY RANGE is composed of seven steps. Merit step increases are based on satisfactory performance. PROMOTIONS within the City are based upon the merit system principles emphasizing individual ability and utilizing competitive examinations. TWELVE PAID HOLIDAYS provided per year. GENERAL LEAVE with pay of 176 hours is granted to regular employees. After four years' service additional general leave hours are earned, up to 256 hours after fifteen years' service. ADMINISTRATIVE LEAVE with pay is granted in the amount of 60 hours per calendar year. EDUCATIONAL INCENTIVE PLANS are available for eligible employees to develop their knowledge and abilities. GROUP INSURANCE PROGRAMS are available to eligible City employees. These programs include medical, dental, vision, long-term disability, life and accidental death and dismemberment insurances. FLEXIBLE SPENDING ACCOUNTS are available where employees use pre-tax salary to pay for regular child care, adult dependent care and/or medical expenses. RETIREMENT BENEFITS are provided by the California Public Employee's Retirement System. Every regular employee becomes a member immediately upon employment. Effective January 1, 2013, the Public Employees' Pension Reform Act will apply to new members of CalPERS. A new member is defined as a new hire who is brought into CalPERS membership for the first time on or after 1/1/13 and has no prior membership in a California public retirement system; is not eligible for reciprocity with another California public retirement system; or is rehired by a different CalPERS employer after a break in service of greater than six (6) months. All employees hired on or after January 1, 2013 will be subject to CalPERS membership review for applicability of PEPRA. Employees enrolled in CalPERS prior to January 1, 2013 are considered classic members. The benefit formula, final compensation period, and member contribution rate is as represented below: Classic Miscellaneous Members: Benefit Formula Miscellaneous 2.5% at age 55 Final Compensation Period 1-year Final Compensation Member Contribution Rate 9.0% of Reportable Compensation New Miscellaneous Members under PEPRA: Benefit Formula Miscellaneous 2% at age 62 Final Compensation Period 3-year Final Compensation Member Contribution Rate 8.25% of Reportable Compensation (eff. 7/1/23) DEFERRED COMPENSATION: Two voluntary deferred compensation 457 plans are available. CREDIT UNION membership is available to all City employees and provides access to low interest loans. FLEXIBLE WORK SCHEDULES: Employees will have the option of working a 5/40 or 9/80 work schedule with Supervisor and Department Head approval. Employees assigned to the Police Department shall retain the option of working the 4/10 work schedule with Supervisor and Department Head approval. In order to maintain service to the public, departmental effectiveness, productivity and/or efficiency, a Department Head may assign an employee a different work schedule that is in compliance with the requirements of FLSA with City Manager approval. NOTE: The provisions of this bulletin do not constitute a contract expressed or implied, and any provisions contained herein may be modified or revoked without notice. For a more detailed overview of the benefits, review the Memorandum of Understanding and Side Letters at: MEMORANDA OF UNDERSTANDINGS Click on the links under "Management Employees' Organization". Closing Date/Time: Continuous
CSU, Sacramento
6000 J Street, Sacramento, CA 95819, USA
Working Title: Senior Financial Aid Analyst Classification Title: Student Services Professional II Posting Details Priority Application Date (Posting will remain open until filled): Sunday, April 21, 2024 @ 11:55pm PT As of April 3, 2024 this search has been refreshed and is actively accepting new applications. Apply today! Prior applicants need not re-apply. Hiring Preference Not Applicable Position Summary Under the general direction of the Senior Associate Director, the Senior Financial Aid Analyst independently performs moderately complex professional student service work where a wide variety of situations require use of professional judgement in circumstances that warrant a case-by-case review. The objective of this position is to support the university’s enrollment goals through timely and effective processing of student’s financial aid application. The Senior Financial Aid Analyst will provide quality customer service to students and families regarding financial aid eligibility and will be responsible to analyze federal and state financial aid applications to determine financial need; prepare and award financial aid packages; and perform all duties related to the financial aid process, including return of Title IV. The Senior Financial Aid Analyst also provides program guidance in assigned area and utilizes high level analytical and interpersonal skills to investigate and resolve student concerns. The incumbent works in collaboration with appropriate campus departments that manage the hiring, payroll and accounts payable components for employers to ensure compliance with the Federal Work Study Program. The incumbent is responsible for the development and maintenance of policies and procedures and frequent reporting to senior management to ensure funding levels are properly monitored. The Senior Financial Aid Analyst serves as the “subject matter expert” to the Student Service Center staff for student questions and concerns related to financial aid that are escalated and/or cannot be resolved. The incumbent ensures problems are resolved in an efficient and effective manner, works collaboratively and effectively with Student Service Center staff to meet customer expectations in a fast-paced and dynamic environment. The Senior Financial Aid Analyst participates in university recruitment and retention activities and will have responsibility for providing information sessions for students, parents and families in support of various outreach efforts. FLSA : Exempt (Not eligible for overtime compensation) Anticipated Hiring Range : $4,610 per month (Anticipated hiring range is at the minimum of the Classification Salary Range) CSU Classification Salary Range : $4,610.00 per month - $6,556.00 per month Best-in-class Benefits : Click here to learn more CSU Total Compensation : Click here to learn more Salary Grade/Range : 1 Recruitment Type : Regular (Probationary) Time Base : Full-Time Pay Plan : 12 months Work Hours : Monday - Friday, 8am - 5pm. Work hours may vary depending on department need. Department Information Our mission is to help students and their families search for, apply, receive and maintain eligibility for various types of financial aid. Financial aid education is offered through individual counseling, campus marketing activities and group presentations. Staff also undertakes research and resolution of individual student issues. The office strives to provide timely and accurate financial aid processing that is in full compliance with all federal, state and university regulations. For more information on Financial Aid, please visit: https://www.csus.edu/apply/financial-aid-scholarships/ Minimum Qualifications Knowledge and Abilities Working knowledge of the practices, procedures and activities of the program to which assigned; general knowledge of the methods and problems of organizational and program management. General knowledge of research and interview techniques; and of the principles of individual and group behavior. Ability to interpret and apply program rules and regulations; use initiative and resourcefulness in planning work assignment and in implementing long-range program improvements; obtain factual and interpretative information through interviews; reason logically; collect, compile, analyze and evaluate data and make verbal or written presentations based on these data; advise students individually and in groups on routine matters where required; recognize multicultural, multi-sexed and multi-aged value systems and work accordingly; establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations, private and public agencies and others in committee work, and student advising and community contacts; and, rapidly acquire a general knowledge of the overall operation, functions and programs of the campus to which assigned. Demonstrated ability to make decisions and carry through actions having implications with regard to other program or service areas Services Office. Possession of these knowledge and abilities typically is demonstrated through the Experience requirements below. Experience Possession of these knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master’s degree in a job-related field may be substituted for one year of the professional experience. Education Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown above may be substituted for the required education on a year-for-year basis. Required Qualifications Experience Two years of professional experience in one of the student services program areas or in a related field. (A master’s degree in a job-related field may be substituted for one year of the professional experience). Experience advising students individually and in group settings. Knowledge, Skills and Abilities Knowledge of and ability to apply knowledge of Title IV regulations, federal tax laws and experience with the interpretation and application of regulations performing the verification and awarding process. Knowledge of State Financial Aid regulations, requirements and guidelines and ability to apply knowledge of the specific requirements for purposes of determining correct course of action related to assigned tasks; state aid programs may include, but not limited to; Cal Grant, State University Grant and Middle-Class Scholarship. Knowledge of Federal Financial Aid regulations, requirements and guidelines and ability to apply knowledge of the specific requirements for purposes of determining correct course of action related to assigned tasks; federal aid programs may include, but not limited to, Pell Grant, SEOG, Direct Loans and Federal Work Study. Demonstrated ability to work independently and possess self-direction skills to initiate plans, organize, prioritize, multi-task and coordinate work in a fast-paced organization. Demonstrated ability to apply attention to details and perform with extreme accuracy in all aspects of work; includes all document review, document follow-up, awarding and adjustments and packaging review. Demonstrated ability to interpret, coordinate and provide recommendations for new financial aid programs as approved by Federal, State and/or Institutional regulatory changes. Strong interpersonal skills to establish and maintain cooperative working relationships with students, faculty, staff and external constituents. Excellent organizational and time management skills to prioritize and multi-task, meet goals and deadlines under server time constraints. Strong analytical skills. Experience handling information that is sensitive and personal in nature in a delicate, caring and helpful manner. Experience assisting students on financial aid programs and general academic information related to their area of study by offering factual data as it relates to the student inquiry. Proficient in general use of standard office equipment and common software (e.g., Microsoft Office, Internet, etc.). Demonstrated ability to utilize common student administrative software systems (e.g., PeopleSoft, Document Imaging and Workflow Systems) to retrieve and review information when serving students. Experience performing basic mathematical calculation to recalculate financial aid data and awards. Commitment to maintaining a welcoming and inclusive work environment with diverse colleagues and constituents including faculty, students, staff, and members of the community. Conditions of Employment Ability to pass a background check. Preferred Qualifications Three to five years of experience performing verification, needs analysis and awarding for purposes of determining financial aid eligibility, awarding and disbursing aid. Two or more years of experience with systems such as PeopleSoft CMS, OnBase imaging software and Common Origination and Disbursement (COD), the National Student Loan Data System (NSLDS). Working knowledge and responsibility for student employment and/or federal work study program. Documents Needed to Apply Resume and Cover Letter Failure to upload required documentation may result in disqualification. About Sac State Sacramento State is located in the heart of California’s capital city, five miles from State Capitol. The lush, 300-acre campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the “Farm-to-Fork Capital,” is one of the most ethnically diverse and livable cities in the country, with a population of half of a million. Sacramento State’s 31,000 students come not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1800 faculty and 1,500 staff are committed to meeting our mission: “ As California’s capital university, we transform lives by preparing students for leadership, service, and success. Sacramento State will be a recognized leader in education, innovation, and engagement. ” As the regional hub of higher education, Sac State is dedicated to student success , diversity, equity and inclusion , community engagement , philanthropy , and campus safety . As evidenced by the values embedded in our Hornet Honor Code , Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued. Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning. To learn more about why you should join the Hornet Family, please visit the Why Sac State ? page. Background Check Disclaimer A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with California State University, Sacramento. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University, Sacramento employees who apply for the position. One variation of background check required could be a LiveScan screening, which involves submitting fingerprints at a certified LiveScan Service Center. COVID-19 Vaccine Certification Information: Per the CSU COVID-19 Vaccination Policy , it is strongly recommended that all California State University, Sacramento employees who are accessing office and campus facilities follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications. Out of State Employment Policy Sacramento State University, as part of the CSU system, is a State of California Employer. As such, the University requires all employees (up)on date of hire to reside in the State of California. As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. Equal Employment Opportunity California State University, Sacramento is an Affirmative Action/Equal Opportunity Employer and has a strong institutional commitment to the principle of diversity in all areas. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, sex, gender identity/expression, sexual orientation, pregnancy, genetic information, medical condition, marital status, veteran status, or disability. Sacramento State hires only those individuals who are lawfully authorized to accept employment in the United States. It is the policy of California State University, Sacramento to provide reasonable accommodations for qualified persons with disabilities who are employees or applicants for employment. If you need a disability related reasonable accommodation as part of the application and/or interviewing process, visit https://www.csus.edu/administration-business-affairs/human-resources/benefits/reasonable-accomodation.html The University is committed to creating an education and working environment free from discrimination, sexual harassment, sexual violence, domestic violence, dating violence, and stalking. For more information on mandatory training for new employees, visit https://www.csus.edu/administration-business-affairs/human-resources/learning-development/csu-learn.html . Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Fire Safety Right-To-know Act Notification : Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the current Annual Security Report (ASR) is available for viewing at https://www.csus.edu/clery . The ASR contains the current security and safety-related policy statements, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Sacramento State for the last three (3) calendar years. Paper copies are available upon request at the Police Service Center located in the University Union. Eligibility Verification Selected candidate must furnish proof of eligibility to work in the United States. California State University, Sacramento is not a sponsoring agency for staff and management positions (i.e. H-1-B Visa). Note to Applicants: Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement. Advertised: Apr 03 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Mar 07, 2024
Working Title: Senior Financial Aid Analyst Classification Title: Student Services Professional II Posting Details Priority Application Date (Posting will remain open until filled): Sunday, April 21, 2024 @ 11:55pm PT As of April 3, 2024 this search has been refreshed and is actively accepting new applications. Apply today! Prior applicants need not re-apply. Hiring Preference Not Applicable Position Summary Under the general direction of the Senior Associate Director, the Senior Financial Aid Analyst independently performs moderately complex professional student service work where a wide variety of situations require use of professional judgement in circumstances that warrant a case-by-case review. The objective of this position is to support the university’s enrollment goals through timely and effective processing of student’s financial aid application. The Senior Financial Aid Analyst will provide quality customer service to students and families regarding financial aid eligibility and will be responsible to analyze federal and state financial aid applications to determine financial need; prepare and award financial aid packages; and perform all duties related to the financial aid process, including return of Title IV. The Senior Financial Aid Analyst also provides program guidance in assigned area and utilizes high level analytical and interpersonal skills to investigate and resolve student concerns. The incumbent works in collaboration with appropriate campus departments that manage the hiring, payroll and accounts payable components for employers to ensure compliance with the Federal Work Study Program. The incumbent is responsible for the development and maintenance of policies and procedures and frequent reporting to senior management to ensure funding levels are properly monitored. The Senior Financial Aid Analyst serves as the “subject matter expert” to the Student Service Center staff for student questions and concerns related to financial aid that are escalated and/or cannot be resolved. The incumbent ensures problems are resolved in an efficient and effective manner, works collaboratively and effectively with Student Service Center staff to meet customer expectations in a fast-paced and dynamic environment. The Senior Financial Aid Analyst participates in university recruitment and retention activities and will have responsibility for providing information sessions for students, parents and families in support of various outreach efforts. FLSA : Exempt (Not eligible for overtime compensation) Anticipated Hiring Range : $4,610 per month (Anticipated hiring range is at the minimum of the Classification Salary Range) CSU Classification Salary Range : $4,610.00 per month - $6,556.00 per month Best-in-class Benefits : Click here to learn more CSU Total Compensation : Click here to learn more Salary Grade/Range : 1 Recruitment Type : Regular (Probationary) Time Base : Full-Time Pay Plan : 12 months Work Hours : Monday - Friday, 8am - 5pm. Work hours may vary depending on department need. Department Information Our mission is to help students and their families search for, apply, receive and maintain eligibility for various types of financial aid. Financial aid education is offered through individual counseling, campus marketing activities and group presentations. Staff also undertakes research and resolution of individual student issues. The office strives to provide timely and accurate financial aid processing that is in full compliance with all federal, state and university regulations. For more information on Financial Aid, please visit: https://www.csus.edu/apply/financial-aid-scholarships/ Minimum Qualifications Knowledge and Abilities Working knowledge of the practices, procedures and activities of the program to which assigned; general knowledge of the methods and problems of organizational and program management. General knowledge of research and interview techniques; and of the principles of individual and group behavior. Ability to interpret and apply program rules and regulations; use initiative and resourcefulness in planning work assignment and in implementing long-range program improvements; obtain factual and interpretative information through interviews; reason logically; collect, compile, analyze and evaluate data and make verbal or written presentations based on these data; advise students individually and in groups on routine matters where required; recognize multicultural, multi-sexed and multi-aged value systems and work accordingly; establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations, private and public agencies and others in committee work, and student advising and community contacts; and, rapidly acquire a general knowledge of the overall operation, functions and programs of the campus to which assigned. Demonstrated ability to make decisions and carry through actions having implications with regard to other program or service areas Services Office. Possession of these knowledge and abilities typically is demonstrated through the Experience requirements below. Experience Possession of these knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master’s degree in a job-related field may be substituted for one year of the professional experience. Education Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown above may be substituted for the required education on a year-for-year basis. Required Qualifications Experience Two years of professional experience in one of the student services program areas or in a related field. (A master’s degree in a job-related field may be substituted for one year of the professional experience). Experience advising students individually and in group settings. Knowledge, Skills and Abilities Knowledge of and ability to apply knowledge of Title IV regulations, federal tax laws and experience with the interpretation and application of regulations performing the verification and awarding process. Knowledge of State Financial Aid regulations, requirements and guidelines and ability to apply knowledge of the specific requirements for purposes of determining correct course of action related to assigned tasks; state aid programs may include, but not limited to; Cal Grant, State University Grant and Middle-Class Scholarship. Knowledge of Federal Financial Aid regulations, requirements and guidelines and ability to apply knowledge of the specific requirements for purposes of determining correct course of action related to assigned tasks; federal aid programs may include, but not limited to, Pell Grant, SEOG, Direct Loans and Federal Work Study. Demonstrated ability to work independently and possess self-direction skills to initiate plans, organize, prioritize, multi-task and coordinate work in a fast-paced organization. Demonstrated ability to apply attention to details and perform with extreme accuracy in all aspects of work; includes all document review, document follow-up, awarding and adjustments and packaging review. Demonstrated ability to interpret, coordinate and provide recommendations for new financial aid programs as approved by Federal, State and/or Institutional regulatory changes. Strong interpersonal skills to establish and maintain cooperative working relationships with students, faculty, staff and external constituents. Excellent organizational and time management skills to prioritize and multi-task, meet goals and deadlines under server time constraints. Strong analytical skills. Experience handling information that is sensitive and personal in nature in a delicate, caring and helpful manner. Experience assisting students on financial aid programs and general academic information related to their area of study by offering factual data as it relates to the student inquiry. Proficient in general use of standard office equipment and common software (e.g., Microsoft Office, Internet, etc.). Demonstrated ability to utilize common student administrative software systems (e.g., PeopleSoft, Document Imaging and Workflow Systems) to retrieve and review information when serving students. Experience performing basic mathematical calculation to recalculate financial aid data and awards. Commitment to maintaining a welcoming and inclusive work environment with diverse colleagues and constituents including faculty, students, staff, and members of the community. Conditions of Employment Ability to pass a background check. Preferred Qualifications Three to five years of experience performing verification, needs analysis and awarding for purposes of determining financial aid eligibility, awarding and disbursing aid. Two or more years of experience with systems such as PeopleSoft CMS, OnBase imaging software and Common Origination and Disbursement (COD), the National Student Loan Data System (NSLDS). Working knowledge and responsibility for student employment and/or federal work study program. Documents Needed to Apply Resume and Cover Letter Failure to upload required documentation may result in disqualification. About Sac State Sacramento State is located in the heart of California’s capital city, five miles from State Capitol. The lush, 300-acre campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the “Farm-to-Fork Capital,” is one of the most ethnically diverse and livable cities in the country, with a population of half of a million. Sacramento State’s 31,000 students come not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1800 faculty and 1,500 staff are committed to meeting our mission: “ As California’s capital university, we transform lives by preparing students for leadership, service, and success. Sacramento State will be a recognized leader in education, innovation, and engagement. ” As the regional hub of higher education, Sac State is dedicated to student success , diversity, equity and inclusion , community engagement , philanthropy , and campus safety . As evidenced by the values embedded in our Hornet Honor Code , Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued. Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning. To learn more about why you should join the Hornet Family, please visit the Why Sac State ? page. Background Check Disclaimer A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with California State University, Sacramento. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University, Sacramento employees who apply for the position. One variation of background check required could be a LiveScan screening, which involves submitting fingerprints at a certified LiveScan Service Center. COVID-19 Vaccine Certification Information: Per the CSU COVID-19 Vaccination Policy , it is strongly recommended that all California State University, Sacramento employees who are accessing office and campus facilities follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications. Out of State Employment Policy Sacramento State University, as part of the CSU system, is a State of California Employer. As such, the University requires all employees (up)on date of hire to reside in the State of California. As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. Equal Employment Opportunity California State University, Sacramento is an Affirmative Action/Equal Opportunity Employer and has a strong institutional commitment to the principle of diversity in all areas. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, sex, gender identity/expression, sexual orientation, pregnancy, genetic information, medical condition, marital status, veteran status, or disability. Sacramento State hires only those individuals who are lawfully authorized to accept employment in the United States. It is the policy of California State University, Sacramento to provide reasonable accommodations for qualified persons with disabilities who are employees or applicants for employment. If you need a disability related reasonable accommodation as part of the application and/or interviewing process, visit https://www.csus.edu/administration-business-affairs/human-resources/benefits/reasonable-accomodation.html The University is committed to creating an education and working environment free from discrimination, sexual harassment, sexual violence, domestic violence, dating violence, and stalking. For more information on mandatory training for new employees, visit https://www.csus.edu/administration-business-affairs/human-resources/learning-development/csu-learn.html . Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Fire Safety Right-To-know Act Notification : Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the current Annual Security Report (ASR) is available for viewing at https://www.csus.edu/clery . The ASR contains the current security and safety-related policy statements, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Sacramento State for the last three (3) calendar years. Paper copies are available upon request at the Police Service Center located in the University Union. Eligibility Verification Selected candidate must furnish proof of eligibility to work in the United States. California State University, Sacramento is not a sponsoring agency for staff and management positions (i.e. H-1-B Visa). Note to Applicants: Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement. Advertised: Apr 03 2024 Pacific Daylight Time Applications close: Closing Date/Time:
City of San Rafael, CA
San Rafael, CA, United States
Senior Management Analyst I/II Finance Department Level I: $7,985 - $9,705 per month Level II: $9,507 - $11,555 per month Plus excellent benefits APPLICATION DEADLINE: Apply by Friday, February 16, 2024, for first consideration The City of San Rafael is recruiting to fill a Senior Management Analyst vacancy within the Finance Department. This position will report directly to the Finance Director. The Senior Management Analyst I/II will support the city-wide budget process, including operating and capital budgets as well as long-term financial planning/forecasting. You will perform fiscal and policy analysis of city-run programs and services. As a critical member of the Finance team, you will evaluate opportunities for regional inter-governmental collaborations for improved service delivery or efficiencies, participate in inter-departmental teams on priority special projects (such as Enterprise Resource Planning-ERP-system participation), and review financial policies and procedures to ensure alignment with industry best practices. THE CITY is focused on enhancing our community members' quality of life through well-designed services and a positive workplace culture. San Rafael is the economic and cultural heart of Marin County, and its high quality of life is centered on its commercial districts, engaged neighborhoods, active lifestyle, and natural environment. San Rafael (population 61,000) is a full-service city with a city council/city manager form of government with 12 departments, more than 400 employees, and an annual budget of $120 million. The City's vision is to be a vibrant economic and cultural center reflective of its diversity. The City Council is engaged and seeks to strengthen the urban and commercial areas as well as sustain the beautiful natural environment. San Rafael's Organizational culture framework is an initiative called "Together San Rafael." City employees are our greatest asset, and we seek talented individuals with diverse backgrounds who are creative, curious, and excited about a challenge. We are a results-driven team focused on the needs of community members. The Together San Rafael initiative is focused on modernizing City services and increasing the engagement of employees. This initiative recognizes the interconnectedness of the customer and employee experience. THE POSITION: This position provides advanced staff level assistance to executive or other management level staff, performs a wide variety of responsible and complex administrative and analytic duties, including providing information to the public and communicating Department and City activities and programs. You will join a team of analysts across the City who are assigned to different departments but work together as a team on the important management, budget, communications, and analytic functions for the City. This position is part of the Unrepresented Mid-Managers group and is "at will". Employment may be terminated with or without cause or notice, at any time by the City of San Rafael. Senior Management Analyst I - this is the entry-level classification. Initially incumbents perform the more routine administrative analysis on new and current projects while learning City policies and procedures and gaining specialized knowledge related to the area of assignment. As experienced is gained, there is a greater independence of action within established guidelines. Senior Management Analyst II - this class is the full journey level class and is experienced to work independently in identifying the need for and developing changes to operating practices, systems, programs and policies. Incumbents perform the full array of duties within the area of assignment, including complex analytical projects and providing staff support to department administration and city officials as well as working with high degree of independence in interacting with all levels of city employees, managers, elected officials, community groups, and other governmental agencies and the public. This position performs the following essential job duties (including but not limited to): Assists or leads projects, tasks, and assignments that are priorities for the senior management staff. Assumes direct responsibility for managing a variety of projects and programs; oversee assigned administrative support functions including budget. Supervises, plans, organizes, and reviews the work of lower level technical and clerical staff. Leads departmental communication efforts, providing information to the pubic and interacting with media on issues pertaining to the functions and issues of the Department and City. Participating in drafting and implementing Department and/or City-wide goals, policies, and procedures. Manages or participates in special projects, including complex research of new programs and services, budget analysis and preparation, and feasibility analyses; prepare and present reports; participates in a variety of Department operations. Reviews council reports to ensure financial information is accurate and that policy issues have been addressed in advance. Tracks the impact of State and Federal legislation on the Department or city and make recommendations regarding City positions. Prepares and monitors department annual and capital budgets, mid-year budget review, work plans and periodic forecasts; provides complete analysis of revenues and expenditures for each program, re-forecasts and develops new budgets. Compiles narrative, fiscal and status reports on department, division, project and fund revenues and expenditures and assists with necessary adjustments. Compiles narrative, fiscal and status reports on department, division, project and fund revenues and expenditures and assists with necessary adjustments. Prepares and administers various grants for the department; monitors active grants to ensure that all stipulations and regulations regarding the use of funds are met; and maintains required records to ensure compliance. Participates in the public information functions of the City's Emergency Operation Center. Prepares City Council agenda reports. Acts as staff to City Advisory Committees as directed by senior executive staff. Performs related duties as required. To be eligible for this position, you must have knowledge of: Principles and practices of local government and public administration. Methods of research, program analysis, and report preparation. State legislative procedures. Communication strategies. Public relations and relationship building. Negotiations. Computer skills including graphics software. Municipal budget development and administration. Grant writing and management. To be eligible for this position, you must have the ability to: Communicate effectively both orally and in writing. Work cooperatively with management, staff, and the public. Evaluate program policy and practice. Plan, coordinate and evaluate the work of staff. Compile, organize and analyze complex statistical data. Prepare clear and concise analytical and financial reports. Prioritize and meet multiple, frequently changing deadlines. Work independently and collaboratively to resolve issues and reach consensus. Interpret, apply and communicate policies, procedures and regulations. Make oral presentations. EDUCATION and/or EXPERIENCE: Any combination of education and experience that demonstrates possession of the requisite knowledge, skills, and abilities. A typical way to obtain these would be: Equivalent to graduation from an accredited four-year college or university with major coursework in public administration, business administration or a related field. A master's degree in public administration, public policy, or business administration is highly desirable. Senior Management Analyst I: Three to four years of progressively responsible analytical experience. Senior Management Analyst II (in addition to the requirements for the Senior Management Analyst I, this level requires): Five years or more of experience performing increasingly complex, professional analytical work with a high degree of autonomy. SPECIAL REQUIREMENT: Possession of a valid driver's license See complete Senior Management Analyst I/II Job Description here . PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to use hands to finger coordination, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly exposed to video display and regularly works in insideenvironmental conditions. The employee frequently works in evenings or weekends. The employee occasionally works with use of personal vehicle. The noise level in the work environment is usually moderate. APPLICATION AND SELECTION PROCESS: City of San Rafael application is required . Resumes do not substitute for the City application. Candidates should detail related education and experience on the application. The examination process may include the following application appraisal and oral board interview examination. The passing point for the oral board examination final score will be 70%. Note: Prior to appointment, candidate must pass a pre-employment physical, background check/fingerprinting, and driving record. To file an application, go to: www.calopps.org . Select "Member Agencies". Select "San Rafael". Follow this link to submit your application: https://www.calopps.org/san-rafael/job-20464983 . For more information about the City of San Rafael, please visit www.cityofsanrafael.org . Reasonable Accommodation : The City of San Rafael will make reasonable accommodations in the exam process to accommodate disabled applicants. If you have a disability for which you require accommodation, please contact us at (415) 485-3474 before the test date. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position. Such accommodation must be requested by the applicant. Job PDF: Senior Management Analyst I-II Job Announcement.pdf Benefits The City of San Rafael offers an attractive compensation and benefits program. The salary range for this position is $7,985 - $11,555monthly, DOQ/DOE and a competitive benefits program including: Retirement:The City is a part of the Marin County Employee Retirement Association (MCERA) plan, which offers reciprocity between agencies in CalPERS (this is part of the 37 Act County System); Classic Employees - Tier 2 (hired on or after 7/1/2011) - 2% @ at 55 formula, average of three highest years of compensation PEPRA employees - (hired on or after 1/1/13 or with 6-month break in service) are eligible for a 2% at 62 formula, average of three highest years of compensation Employee contributes an additional 1% of pensionable compensation towards the normal cost of pension in addition to the current employee pension contribution Health Insurance:Full flex cafeteria plan which can be applied to a health plan or converted to cash (Employee Only - $735.86 Employee + 1 - $1,471.71Employee + Family - $1,913.24; Waive Coverage $735.86 Life and Long Term Disability Insurance:$150,000 basic life insurance and long-term disability is two-thirds of the salary up to $7,500 per month Dental Insurance:Fully paid for employee plus dependents Vision Insurance:Fully paid for employee plus dependents Employee Assistance Program (EAP): Available to employee and family members 457 Deferred Comp: Employee optional participation 125 Plan: Employee optional participation Annual Leave:Vacation ranges from 15 to 25 days (depending on years of service), 12 days of Sick Leave, 75 hours of Administrative Leave, 12 Holidays and 1 Floating Holiday. Gym Reimbursement: Employees eligible to receive up to $16.50 per month reimbursement for paid gym memberships Social Security: The City of San Rafael does not contribute to social security. State Disability Insurance: Employees in the group do participate in SDI and are eligible to receive SDI benefits. At Will: Mid-Management employees are "at will" employees. Employment may be terminated with or without cause or notice, at any time by the City of San Rafael. Work Week: 37.5 hours per week/7.5 hours per day - Exempt from overtime Recruitment Contact Contact phone: (415)485-3474 Contact email: rhonda.castellucci@cityofsanrafael.org Closing Date/Time: Until filled
Mar 07, 2024
Senior Management Analyst I/II Finance Department Level I: $7,985 - $9,705 per month Level II: $9,507 - $11,555 per month Plus excellent benefits APPLICATION DEADLINE: Apply by Friday, February 16, 2024, for first consideration The City of San Rafael is recruiting to fill a Senior Management Analyst vacancy within the Finance Department. This position will report directly to the Finance Director. The Senior Management Analyst I/II will support the city-wide budget process, including operating and capital budgets as well as long-term financial planning/forecasting. You will perform fiscal and policy analysis of city-run programs and services. As a critical member of the Finance team, you will evaluate opportunities for regional inter-governmental collaborations for improved service delivery or efficiencies, participate in inter-departmental teams on priority special projects (such as Enterprise Resource Planning-ERP-system participation), and review financial policies and procedures to ensure alignment with industry best practices. THE CITY is focused on enhancing our community members' quality of life through well-designed services and a positive workplace culture. San Rafael is the economic and cultural heart of Marin County, and its high quality of life is centered on its commercial districts, engaged neighborhoods, active lifestyle, and natural environment. San Rafael (population 61,000) is a full-service city with a city council/city manager form of government with 12 departments, more than 400 employees, and an annual budget of $120 million. The City's vision is to be a vibrant economic and cultural center reflective of its diversity. The City Council is engaged and seeks to strengthen the urban and commercial areas as well as sustain the beautiful natural environment. San Rafael's Organizational culture framework is an initiative called "Together San Rafael." City employees are our greatest asset, and we seek talented individuals with diverse backgrounds who are creative, curious, and excited about a challenge. We are a results-driven team focused on the needs of community members. The Together San Rafael initiative is focused on modernizing City services and increasing the engagement of employees. This initiative recognizes the interconnectedness of the customer and employee experience. THE POSITION: This position provides advanced staff level assistance to executive or other management level staff, performs a wide variety of responsible and complex administrative and analytic duties, including providing information to the public and communicating Department and City activities and programs. You will join a team of analysts across the City who are assigned to different departments but work together as a team on the important management, budget, communications, and analytic functions for the City. This position is part of the Unrepresented Mid-Managers group and is "at will". Employment may be terminated with or without cause or notice, at any time by the City of San Rafael. Senior Management Analyst I - this is the entry-level classification. Initially incumbents perform the more routine administrative analysis on new and current projects while learning City policies and procedures and gaining specialized knowledge related to the area of assignment. As experienced is gained, there is a greater independence of action within established guidelines. Senior Management Analyst II - this class is the full journey level class and is experienced to work independently in identifying the need for and developing changes to operating practices, systems, programs and policies. Incumbents perform the full array of duties within the area of assignment, including complex analytical projects and providing staff support to department administration and city officials as well as working with high degree of independence in interacting with all levels of city employees, managers, elected officials, community groups, and other governmental agencies and the public. This position performs the following essential job duties (including but not limited to): Assists or leads projects, tasks, and assignments that are priorities for the senior management staff. Assumes direct responsibility for managing a variety of projects and programs; oversee assigned administrative support functions including budget. Supervises, plans, organizes, and reviews the work of lower level technical and clerical staff. Leads departmental communication efforts, providing information to the pubic and interacting with media on issues pertaining to the functions and issues of the Department and City. Participating in drafting and implementing Department and/or City-wide goals, policies, and procedures. Manages or participates in special projects, including complex research of new programs and services, budget analysis and preparation, and feasibility analyses; prepare and present reports; participates in a variety of Department operations. Reviews council reports to ensure financial information is accurate and that policy issues have been addressed in advance. Tracks the impact of State and Federal legislation on the Department or city and make recommendations regarding City positions. Prepares and monitors department annual and capital budgets, mid-year budget review, work plans and periodic forecasts; provides complete analysis of revenues and expenditures for each program, re-forecasts and develops new budgets. Compiles narrative, fiscal and status reports on department, division, project and fund revenues and expenditures and assists with necessary adjustments. Compiles narrative, fiscal and status reports on department, division, project and fund revenues and expenditures and assists with necessary adjustments. Prepares and administers various grants for the department; monitors active grants to ensure that all stipulations and regulations regarding the use of funds are met; and maintains required records to ensure compliance. Participates in the public information functions of the City's Emergency Operation Center. Prepares City Council agenda reports. Acts as staff to City Advisory Committees as directed by senior executive staff. Performs related duties as required. To be eligible for this position, you must have knowledge of: Principles and practices of local government and public administration. Methods of research, program analysis, and report preparation. State legislative procedures. Communication strategies. Public relations and relationship building. Negotiations. Computer skills including graphics software. Municipal budget development and administration. Grant writing and management. To be eligible for this position, you must have the ability to: Communicate effectively both orally and in writing. Work cooperatively with management, staff, and the public. Evaluate program policy and practice. Plan, coordinate and evaluate the work of staff. Compile, organize and analyze complex statistical data. Prepare clear and concise analytical and financial reports. Prioritize and meet multiple, frequently changing deadlines. Work independently and collaboratively to resolve issues and reach consensus. Interpret, apply and communicate policies, procedures and regulations. Make oral presentations. EDUCATION and/or EXPERIENCE: Any combination of education and experience that demonstrates possession of the requisite knowledge, skills, and abilities. A typical way to obtain these would be: Equivalent to graduation from an accredited four-year college or university with major coursework in public administration, business administration or a related field. A master's degree in public administration, public policy, or business administration is highly desirable. Senior Management Analyst I: Three to four years of progressively responsible analytical experience. Senior Management Analyst II (in addition to the requirements for the Senior Management Analyst I, this level requires): Five years or more of experience performing increasingly complex, professional analytical work with a high degree of autonomy. SPECIAL REQUIREMENT: Possession of a valid driver's license See complete Senior Management Analyst I/II Job Description here . PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to use hands to finger coordination, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly exposed to video display and regularly works in insideenvironmental conditions. The employee frequently works in evenings or weekends. The employee occasionally works with use of personal vehicle. The noise level in the work environment is usually moderate. APPLICATION AND SELECTION PROCESS: City of San Rafael application is required . Resumes do not substitute for the City application. Candidates should detail related education and experience on the application. The examination process may include the following application appraisal and oral board interview examination. The passing point for the oral board examination final score will be 70%. Note: Prior to appointment, candidate must pass a pre-employment physical, background check/fingerprinting, and driving record. To file an application, go to: www.calopps.org . Select "Member Agencies". Select "San Rafael". Follow this link to submit your application: https://www.calopps.org/san-rafael/job-20464983 . For more information about the City of San Rafael, please visit www.cityofsanrafael.org . Reasonable Accommodation : The City of San Rafael will make reasonable accommodations in the exam process to accommodate disabled applicants. If you have a disability for which you require accommodation, please contact us at (415) 485-3474 before the test date. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position. Such accommodation must be requested by the applicant. Job PDF: Senior Management Analyst I-II Job Announcement.pdf Benefits The City of San Rafael offers an attractive compensation and benefits program. The salary range for this position is $7,985 - $11,555monthly, DOQ/DOE and a competitive benefits program including: Retirement:The City is a part of the Marin County Employee Retirement Association (MCERA) plan, which offers reciprocity between agencies in CalPERS (this is part of the 37 Act County System); Classic Employees - Tier 2 (hired on or after 7/1/2011) - 2% @ at 55 formula, average of three highest years of compensation PEPRA employees - (hired on or after 1/1/13 or with 6-month break in service) are eligible for a 2% at 62 formula, average of three highest years of compensation Employee contributes an additional 1% of pensionable compensation towards the normal cost of pension in addition to the current employee pension contribution Health Insurance:Full flex cafeteria plan which can be applied to a health plan or converted to cash (Employee Only - $735.86 Employee + 1 - $1,471.71Employee + Family - $1,913.24; Waive Coverage $735.86 Life and Long Term Disability Insurance:$150,000 basic life insurance and long-term disability is two-thirds of the salary up to $7,500 per month Dental Insurance:Fully paid for employee plus dependents Vision Insurance:Fully paid for employee plus dependents Employee Assistance Program (EAP): Available to employee and family members 457 Deferred Comp: Employee optional participation 125 Plan: Employee optional participation Annual Leave:Vacation ranges from 15 to 25 days (depending on years of service), 12 days of Sick Leave, 75 hours of Administrative Leave, 12 Holidays and 1 Floating Holiday. Gym Reimbursement: Employees eligible to receive up to $16.50 per month reimbursement for paid gym memberships Social Security: The City of San Rafael does not contribute to social security. State Disability Insurance: Employees in the group do participate in SDI and are eligible to receive SDI benefits. At Will: Mid-Management employees are "at will" employees. Employment may be terminated with or without cause or notice, at any time by the City of San Rafael. Work Week: 37.5 hours per week/7.5 hours per day - Exempt from overtime Recruitment Contact Contact phone: (415)485-3474 Contact email: rhonda.castellucci@cityofsanrafael.org Closing Date/Time: Until filled