NEW YORK DIVISION OF THE BUDGET
Albany, New York, United States
Budget and Policy Analyst General Government and Workforce Unit Federal Legislation and Awards Team Salary: $53,404 - $63,266 Reference #24-06 The Federal Legislation and Awards Team, within the Federal Section of the General Government and Workforce Unit (GWU) is seeking a candidate to work on a range of key Division of the Budget (DOB) activities related to New York State’s receipt and use of Federal dollars. GWU’s Federal Section is responsible for coordinating certain DOB roles and responsibilities across the Federal grants lifecycle, including analysis of the Federal Budget and corresponding legislative and regulatory actions, the tracking of major Federal initiatives, the management of large centralized Federal Grants such as the State and Local Fiscal Recovery Fund (SLFRF) and Federal Emergency Management Agency (FEMA) Disaster Relief activities related to the COVID-19 pandemic, and compliance with State and Federal audit and internal control standards. Federal Legislation and Award Team members function as the DOB’s primary monitor of congressional and executive actions by the Federal government, including the identification of potential impacts to the New York State Financial Plan, and are also members of the COVID Project Management Team (COVID PM) with responsibility for achieving State Financial Plan goals for both the SLFRF and FEMA programs. Responsibilities of the Budget and Policy Analyst on the Federal Legislation and Awards Team include, but are not limited to: • Analysis and tracking of the development of Federal legislation and policies with potential fiscal implications for New York State, with a particular focus on State Financial Plan impacts. • Coordination of multi-unit assignments to consolidate DOB-wide review of various Federal proposals. • Providing updates on relevant Federal developments and serving as a resource for DOB staff and the Governor’s Office. • Working as a member of the COVID PM team, consisting of both State staff and contract staff assigned to the management of Federal COVID funding - including but not limited to the development, submission, request for information, approval, closeout, and payment associated with COVID-19 FEMA projects. • Participating in the development of guidance and instructions for agencies related to Federal Grants Management (including but not limited to FEMA and SLFRF programs). • Maintaining fluency with Federal guidance and regulations regarding use and reporting of funds. • Supporting the production of materials for audit review. Qualification/Skills: Candidates must have excellent interpersonal skills, strong oral and written communication, research skills and be detail oriented. Candidates should have a significant knowledge of, or demonstrated ability to learn, a variety of computer software programs and database applications. How to Apply: To be considered for this or future positions with DOB, please complete the Online Employment Application and select “General Government” as the Title Section. Applications are held in DOB’s resume database for three months, after which candidates may reapply to be considered for future opportunities. If you require assistance in applying for employment with the DOB, or if you have any questions about working for DOB, please contact personnel@budget.ny.gov. AN EQUAL OPPORTUNITY/AFFIRMATIVE ACTION EMPLOYER The Division of the Budget is proud to be an equal opportunity employer. We celebrate diversity and encourage women, people of color, LGBTQ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. We do not discriminate based on race, religion, color, national origin, sex, sexual orientation, gender identity and/or expression, age, veteran status, disability status, arrest record or criminal conviction history, or any other category protected by law. We are happy to provide religious accommodations during the hiring process for those in need. If you have a disability or special need that requires a reasonable accommodation, please send a request to personnel@budget.ny.gov. Executive Order 161: Pursuant to Executive Order 161, no State entity, as defined by the Executive Order, is permitted to ask, or mandate, in any form, that an applicant for employment provide his or her current compensation, or any prior compensation history, until such time as the applicant is extended a conditional offer of employment with compensation. If such information has been requested from you before such time, please contact the Office of Employee Relations at (518) 474-6988 or via email at info@oer.ny.gov.
Apr 25, 2024
Budget and Policy Analyst General Government and Workforce Unit Federal Legislation and Awards Team Salary: $53,404 - $63,266 Reference #24-06 The Federal Legislation and Awards Team, within the Federal Section of the General Government and Workforce Unit (GWU) is seeking a candidate to work on a range of key Division of the Budget (DOB) activities related to New York State’s receipt and use of Federal dollars. GWU’s Federal Section is responsible for coordinating certain DOB roles and responsibilities across the Federal grants lifecycle, including analysis of the Federal Budget and corresponding legislative and regulatory actions, the tracking of major Federal initiatives, the management of large centralized Federal Grants such as the State and Local Fiscal Recovery Fund (SLFRF) and Federal Emergency Management Agency (FEMA) Disaster Relief activities related to the COVID-19 pandemic, and compliance with State and Federal audit and internal control standards. Federal Legislation and Award Team members function as the DOB’s primary monitor of congressional and executive actions by the Federal government, including the identification of potential impacts to the New York State Financial Plan, and are also members of the COVID Project Management Team (COVID PM) with responsibility for achieving State Financial Plan goals for both the SLFRF and FEMA programs. Responsibilities of the Budget and Policy Analyst on the Federal Legislation and Awards Team include, but are not limited to: • Analysis and tracking of the development of Federal legislation and policies with potential fiscal implications for New York State, with a particular focus on State Financial Plan impacts. • Coordination of multi-unit assignments to consolidate DOB-wide review of various Federal proposals. • Providing updates on relevant Federal developments and serving as a resource for DOB staff and the Governor’s Office. • Working as a member of the COVID PM team, consisting of both State staff and contract staff assigned to the management of Federal COVID funding - including but not limited to the development, submission, request for information, approval, closeout, and payment associated with COVID-19 FEMA projects. • Participating in the development of guidance and instructions for agencies related to Federal Grants Management (including but not limited to FEMA and SLFRF programs). • Maintaining fluency with Federal guidance and regulations regarding use and reporting of funds. • Supporting the production of materials for audit review. Qualification/Skills: Candidates must have excellent interpersonal skills, strong oral and written communication, research skills and be detail oriented. Candidates should have a significant knowledge of, or demonstrated ability to learn, a variety of computer software programs and database applications. How to Apply: To be considered for this or future positions with DOB, please complete the Online Employment Application and select “General Government” as the Title Section. Applications are held in DOB’s resume database for three months, after which candidates may reapply to be considered for future opportunities. If you require assistance in applying for employment with the DOB, or if you have any questions about working for DOB, please contact personnel@budget.ny.gov. AN EQUAL OPPORTUNITY/AFFIRMATIVE ACTION EMPLOYER The Division of the Budget is proud to be an equal opportunity employer. We celebrate diversity and encourage women, people of color, LGBTQ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. We do not discriminate based on race, religion, color, national origin, sex, sexual orientation, gender identity and/or expression, age, veteran status, disability status, arrest record or criminal conviction history, or any other category protected by law. We are happy to provide religious accommodations during the hiring process for those in need. If you have a disability or special need that requires a reasonable accommodation, please send a request to personnel@budget.ny.gov. Executive Order 161: Pursuant to Executive Order 161, no State entity, as defined by the Executive Order, is permitted to ask, or mandate, in any form, that an applicant for employment provide his or her current compensation, or any prior compensation history, until such time as the applicant is extended a conditional offer of employment with compensation. If such information has been requested from you before such time, please contact the Office of Employee Relations at (518) 474-6988 or via email at info@oer.ny.gov.
NEW YORK DIVISION OF THE BUDGET
Albany, New York, United States
BUDGET AND POLICY ANALYST Advance your career in government finance, management, and public policy at the New York State Division of the Budget (DOB)! DOB develops, negotiates, and implements one of the largest government budgets in the country, which provides the fiscal roadmap for State programs, policies, and services. We are seeking motivated analysts and critical thinkers to join our team. DOB analysts rely on their skills for creative problem solving, attention to detail, and comprehensive communication to respond to emerging challenges, identify and develop solutions, and ensure the fiscal health of the State. This position will be on the Business Taxes team, which has responsibility for revenue estimation, receipts monitoring, and tax policy issues. This team employs multiple econometric and statistical techniques to provide forecasts and monitor cash receipts and has numerous opportunities each budget cycle to work with Executive Chamber and agency staff to develop, analyze and estimate the Financial Plan impacts of tax policy proposals. Responsibilities Budget and Policy Analysts at DOB are typically involved in: • Developing in-depth knowledge of program areas, including detailed analysis of broader trends (e.g trends in the policy area, budgetary and spending trends, economic trends and implications, etc.), potential impacts on program operations, and collaborating with counterparts to understand agency and program operations, issues, and challenges. • Drafting recommendations and materials to guide decision-making, including articulating nuanced issues, illustrating trends and projections, and synthesizing data. • Managing the State’s Financial Plan including by projecting and monitoring spending trends, identifying challenges, and working with counterparts to mitigate fiscal risks. • Updating and editing periodic production assignments. • Collaborating with other internal Units and with other State agencies such as the Department of Taxation and Finance and Empire State Development. Qualifications • Ability to work both independently and collaboratively with diverse stakeholders. • Fluency in Excel formulas and functions, and other Microsoft applications. • Strong written, visual, and verbal communication skills. • Familiarity with statistical software packages and/or programming language, such as SAS/EViews, is preferred. Economics and Revenue Unit Salary: $53,404 - $63,266 Reference #24-12 The ideal candidate will have analytic ability and a willingness to learn. Key skills for this role include objectivity, f lexibility, and adaptability. Mandatory overtime may be required. Benefits of Working at DOB Learn about DOB’s benefits: including health and wellness perks; work-life balance programs; and learning and development opportunities at https://www.budget.ny.gov/employment/benefits.html. Experience of Working at DOB Entry level analysts benefit from the knowledge and mentoring of seasoned staff while learning policy development and implementation. For more on what it’s like to work at DOB, check out DOB’s Employment video series. How to Apply To be considered for this or future positions with DOB, please complete the Online Employment Application and select “Budget Fellow” as the Title Applying For. Select Revenue/Tax in the Professional Interests section for this specific vacancy. Applications are held in DOB’s resume database for three months, after which candidates may reapply to be considered for future opportunities. If you require assistance in applying for employment with the DOB, or if you have any questions about working for DOB, please contact personnel@budget.ny.gov. AN EQUAL OPPORTUNITY/AFFIRMATIVE ACTION EMPLOYER The Division of the Budget is proud to be an equal opportunity employer. We celebrate diversity and encourage women, people of color, LGBTQ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. We do not discriminate based on race, religion, color, national origin, sex, sexual orientation, gender identity and/or expression, age, veteran status, disability status, arrest record or criminal conviction history, or any other category protected by law. We are happy to provide religious accommodations during the hiring process for those in need. If you have a disability or special need that requires a reasonable accommodation, please send a request to personnel@budget.ny.gov. Executive Order 161 Pursuant to Executive Order 161, no State entity, as defined by the Executive Order, is permitted to ask, or mandate, in any form, that an applicant for employment provide his or her current compensation, or any prior compensation history, until such time as the applicant is extended a conditional offer of employment with compensation. If such information has been requested from you be fore such time, please contact the Office of Employee Relations at (518) 474-6988 or via email at info@oer.ny.gov.
Apr 25, 2024
BUDGET AND POLICY ANALYST Advance your career in government finance, management, and public policy at the New York State Division of the Budget (DOB)! DOB develops, negotiates, and implements one of the largest government budgets in the country, which provides the fiscal roadmap for State programs, policies, and services. We are seeking motivated analysts and critical thinkers to join our team. DOB analysts rely on their skills for creative problem solving, attention to detail, and comprehensive communication to respond to emerging challenges, identify and develop solutions, and ensure the fiscal health of the State. This position will be on the Business Taxes team, which has responsibility for revenue estimation, receipts monitoring, and tax policy issues. This team employs multiple econometric and statistical techniques to provide forecasts and monitor cash receipts and has numerous opportunities each budget cycle to work with Executive Chamber and agency staff to develop, analyze and estimate the Financial Plan impacts of tax policy proposals. Responsibilities Budget and Policy Analysts at DOB are typically involved in: • Developing in-depth knowledge of program areas, including detailed analysis of broader trends (e.g trends in the policy area, budgetary and spending trends, economic trends and implications, etc.), potential impacts on program operations, and collaborating with counterparts to understand agency and program operations, issues, and challenges. • Drafting recommendations and materials to guide decision-making, including articulating nuanced issues, illustrating trends and projections, and synthesizing data. • Managing the State’s Financial Plan including by projecting and monitoring spending trends, identifying challenges, and working with counterparts to mitigate fiscal risks. • Updating and editing periodic production assignments. • Collaborating with other internal Units and with other State agencies such as the Department of Taxation and Finance and Empire State Development. Qualifications • Ability to work both independently and collaboratively with diverse stakeholders. • Fluency in Excel formulas and functions, and other Microsoft applications. • Strong written, visual, and verbal communication skills. • Familiarity with statistical software packages and/or programming language, such as SAS/EViews, is preferred. Economics and Revenue Unit Salary: $53,404 - $63,266 Reference #24-12 The ideal candidate will have analytic ability and a willingness to learn. Key skills for this role include objectivity, f lexibility, and adaptability. Mandatory overtime may be required. Benefits of Working at DOB Learn about DOB’s benefits: including health and wellness perks; work-life balance programs; and learning and development opportunities at https://www.budget.ny.gov/employment/benefits.html. Experience of Working at DOB Entry level analysts benefit from the knowledge and mentoring of seasoned staff while learning policy development and implementation. For more on what it’s like to work at DOB, check out DOB’s Employment video series. How to Apply To be considered for this or future positions with DOB, please complete the Online Employment Application and select “Budget Fellow” as the Title Applying For. Select Revenue/Tax in the Professional Interests section for this specific vacancy. Applications are held in DOB’s resume database for three months, after which candidates may reapply to be considered for future opportunities. If you require assistance in applying for employment with the DOB, or if you have any questions about working for DOB, please contact personnel@budget.ny.gov. AN EQUAL OPPORTUNITY/AFFIRMATIVE ACTION EMPLOYER The Division of the Budget is proud to be an equal opportunity employer. We celebrate diversity and encourage women, people of color, LGBTQ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. We do not discriminate based on race, religion, color, national origin, sex, sexual orientation, gender identity and/or expression, age, veteran status, disability status, arrest record or criminal conviction history, or any other category protected by law. We are happy to provide religious accommodations during the hiring process for those in need. If you have a disability or special need that requires a reasonable accommodation, please send a request to personnel@budget.ny.gov. Executive Order 161 Pursuant to Executive Order 161, no State entity, as defined by the Executive Order, is permitted to ask, or mandate, in any form, that an applicant for employment provide his or her current compensation, or any prior compensation history, until such time as the applicant is extended a conditional offer of employment with compensation. If such information has been requested from you be fore such time, please contact the Office of Employee Relations at (518) 474-6988 or via email at info@oer.ny.gov.
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
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 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. Department Maintenance - Financial Analysis & Administration 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 Posted Date April 30, 2024 Closing Date Open Until Filled First review of applications will begin on May 14, 2024 Reports To Acting Principal Financial Analyst Days Off Saturday and Sunday Who May Apply All current BART employees and qualified individuals who are not yet BART employees. Current Assignment This posting will be used to establish an eligibility list of candidates for 12 months. The selected incumbents will be responsible for working with managers and various District staff to develop and track the Maintenance department’s annual capital and/or operating budgets and expenditures; identify, analyze, and quantify issues with fiscal impacts and propose and collaborate to identify alternatives; and perform ad-hoc projects as required. Key responsibilities for these positions include identifying and resolving complex financial and analytical issues, which require strong execution and analytical abilities, such as: Working independently and defining workloadProject planning and project managementTaking initiative, including the introduction and support of changes to processes and procedures; identifying and understanding issues, problems and opportunities; and devising appropriate solutions;Building and maintaining relationships with both internal and external customers.Understanding capital and/or operational needs and translating them into financial realities. The successful candidates will demonstrate one or more of the following skills/experience beyond the minimum qualifications depending on placement in the areas outlined below: Capital 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 to ensure project compliance.Provision of independent oversight and control of project budgets and internal/external spending within approved limits and eligibility constraints; ability to take corrective action when budget/funding limits are reached.Ability to support capital project efforts, including preparation of procurement documents, project schedules & funding data to facilitate the appropriate project tracking of expenditures; coordinates project activity with project team; validating financials are aligned with all project phase/activities/tasks.Perform complex financial analysis on project performance including the ability to forecast projects from initiation through closure. Keen understanding to aligning prioritization of funds within activities based on funding expiration dates with estimates project expenditures. Operating Budgets: Substantial experience budgeting annual operating uses, tracking and analyzing financial performance, developing fiscal projections, and preparing and presenting monthly, quarterly, and ad-hoc reports.Substantial experience with public agency budgeting and governmental budgeting and accounting;Problem solving, research, and presentation skills including ability to identify and frame issues and collect, manipulate, and structure large quantities of diverse data appropriately for analysis (MS Office Suite a must, PeopleSoft preferred). 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. Application Process External applicants may only apply online, at www.bart.gov/jobs. Applicants needing assistance with the online application process may receive additional information by calling (510) 464-6112. Current employees are strongly encouraged to apply online, either at www.bart.gov/jobs, or on WebBART. Current employees may also apply using a BART paper application by delivering the completed form to the Human Resources Department, or by mailing it to P. O. Box 12688, Oakland, CA 94604-2688. All applicants are asked to complete the application in full, indicating dates of employment, all positions held, hours worked, and a full description of duties. On line applicants are invited to electronically attach a resume to the application form to provide supplemental information, but should not consider the resume a substitute for the application form itself. Applications must be complete by the closing date and time listed on the job announcement. Other Information Please note that any job announcement may be canceled at any time. Please be prepared to present documentation in support of any required licenses, degrees, or certifications upon request. Note When you have successfully applied for this position you will receive an auto reply e-mail acknowledging that your application was received for this position. Please retain a copy of the e-mail for your records. If you receive an auto reply that does not specifically reference this position, please email Employment Help at employment@bart.gov for assistance. To verify submission of your application, click on the 'My Career Tools' link at the top of the 'Careers Home Page' after submitting your application to view the list of applications you have submitted (including application date and status). If you have further questions, please email the Employment Help at employment@bart.gov, between the hours of 8:15am - 5:00pm, Monday- Friday. 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
May 01, 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 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. Department Maintenance - Financial Analysis & Administration 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 Posted Date April 30, 2024 Closing Date Open Until Filled First review of applications will begin on May 14, 2024 Reports To Acting Principal Financial Analyst Days Off Saturday and Sunday Who May Apply All current BART employees and qualified individuals who are not yet BART employees. Current Assignment This posting will be used to establish an eligibility list of candidates for 12 months. The selected incumbents will be responsible for working with managers and various District staff to develop and track the Maintenance department’s annual capital and/or operating budgets and expenditures; identify, analyze, and quantify issues with fiscal impacts and propose and collaborate to identify alternatives; and perform ad-hoc projects as required. Key responsibilities for these positions include identifying and resolving complex financial and analytical issues, which require strong execution and analytical abilities, such as: Working independently and defining workloadProject planning and project managementTaking initiative, including the introduction and support of changes to processes and procedures; identifying and understanding issues, problems and opportunities; and devising appropriate solutions;Building and maintaining relationships with both internal and external customers.Understanding capital and/or operational needs and translating them into financial realities. The successful candidates will demonstrate one or more of the following skills/experience beyond the minimum qualifications depending on placement in the areas outlined below: Capital 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 to ensure project compliance.Provision of independent oversight and control of project budgets and internal/external spending within approved limits and eligibility constraints; ability to take corrective action when budget/funding limits are reached.Ability to support capital project efforts, including preparation of procurement documents, project schedules & funding data to facilitate the appropriate project tracking of expenditures; coordinates project activity with project team; validating financials are aligned with all project phase/activities/tasks.Perform complex financial analysis on project performance including the ability to forecast projects from initiation through closure. Keen understanding to aligning prioritization of funds within activities based on funding expiration dates with estimates project expenditures. Operating Budgets: Substantial experience budgeting annual operating uses, tracking and analyzing financial performance, developing fiscal projections, and preparing and presenting monthly, quarterly, and ad-hoc reports.Substantial experience with public agency budgeting and governmental budgeting and accounting;Problem solving, research, and presentation skills including ability to identify and frame issues and collect, manipulate, and structure large quantities of diverse data appropriately for analysis (MS Office Suite a must, PeopleSoft preferred). 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. Application Process External applicants may only apply online, at www.bart.gov/jobs. Applicants needing assistance with the online application process may receive additional information by calling (510) 464-6112. Current employees are strongly encouraged to apply online, either at www.bart.gov/jobs, or on WebBART. Current employees may also apply using a BART paper application by delivering the completed form to the Human Resources Department, or by mailing it to P. O. Box 12688, Oakland, CA 94604-2688. All applicants are asked to complete the application in full, indicating dates of employment, all positions held, hours worked, and a full description of duties. On line applicants are invited to electronically attach a resume to the application form to provide supplemental information, but should not consider the resume a substitute for the application form itself. Applications must be complete by the closing date and time listed on the job announcement. Other Information Please note that any job announcement may be canceled at any time. Please be prepared to present documentation in support of any required licenses, degrees, or certifications upon request. Note When you have successfully applied for this position you will receive an auto reply e-mail acknowledging that your application was received for this position. Please retain a copy of the e-mail for your records. If you receive an auto reply that does not specifically reference this position, please email Employment Help at employment@bart.gov for assistance. To verify submission of your application, click on the 'My Career Tools' link at the top of the 'Careers Home Page' after submitting your application to view the list of applications you have submitted (including application date and status). If you have further questions, please email the Employment Help at employment@bart.gov, between the hours of 8:15am - 5:00pm, Monday- Friday. 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
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
CLARK COUNTY, NV
Clark County - Las Vegas, Nevada, United States
ABOUT THE POSITION The Clark County Finance Department is seeking qualified candidates to join our team as a Senior Financial Analyst located within the Budget and Financial Planning Division. Clark County is a dynamic, vibrant community with operations supporting Judicial, Public Safety, Public Works, Health, Welfare, Culture & Recreation and other functions for our citizens and visitors. We are looking for skilled professionals with experience in financial analysis, forecasting and budgeting to contribute their skills and grow professionally with our team. This recruitment may be used to fill multiple positions in the department. This examination 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. Human Resources reserves the right to call only the most qualified applicants to the selection process. This position is confidential and excluded from membership in the union. This position is a non-union position and excluded from membership in the union. MINIMUM REQUIREMENTS Education and Experience: Bachelor's Degree in Business Administration, Economics, Finance or related field AND four (4) years of full-time professional experience in budget development and administration and/or cost and revenue projection and control. Experience in a public agency setting and/or an appropriate advanced degree 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. 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 Provides lead direction, training and work review to varied levels and types of financial and accounting support staff; organizes and assigns work, sets priorities and follows-up to ensure coordination and completion of assigned work. Instructs staff in work procedures; provides input into selection decisions, performance evaluations and disciplinary matters. Coordinates the development of multiple and complex annual budgets (operating, supplemental and capital improvement) for assigned departments and functions; prepares historical information, revenue projections and related information for internal use and distribution to County management. Reviews and analyzes departmental budgetary requests for accuracy, reasonableness and adherence to budgetary policy; compiles budget documents including performance measures and fiscal impacts for inclusion in preliminary and final budget documents. Receives, investigates and resolves questions and complaints regarding the County's self-funded liability program; acts as liaison and directs the activities of third-party administrators. Coordinates actuarial studies and implements results for accounting standards and legal and policy requirements. Monitors departmental budgets to ensure that expenditures are within budgetary and policy guidelines; ensures that budget adjustments are initiated when required. Reviews Board resolutions for budgetary impact; makes recommendations for changes and incorporates modifications with departmental concurrence. Prepares cost analyses, including projections and recovery alternatives; follows-up to ensure that departments are adhering to established schedules. Confers with departmental staff to obtain information, review alternatives and defines and implement problem resolution. Performs a variety of operational, planning and management studies; determines study parameters, collects and analyzes data, evaluates alternatives and prepares statistical and narrative reports as required. Participates in and makes presentations in budgetary and related hearings; makes presentations before committees and the Board of Commissioners as required. Contributes to the efficiency and effectiveness of the unit's service to its customers by offering suggestions and directing or participating as an active member of a work team. Installs and maintains automated budgetary, financial control and reporting systems; instructs others in the use of such systems. Maintains accurate records and files. Uses standard office equipment, including a computer, in the course of the work; may operate a County or personal vehicle to visit various work sites and attend meetings. PHYSICAL DEMANDS Mobility to work in a typical office setting and use standard office equipment, vision to read printed materials and a computer screen, and hearing and speech to communicate in person or over the telephone. Must be capable of traveling to various County locations in order to attend off-site meetings. Accommodation may be made for some of these physical demands for otherwise qualified individuals who require and request such accommodation. Come Make a Difference and Join the Clark County Family where we offer a comprehensive benefits package that includes: Flexible Schedules including 4/10 options More Money in Your Pocket 100% Employer Paid Defined Benefit Retirement No Social Security Deduction No State Income Taxes Two Employer Sponsored Health Plans Offered - Choice of PPO or EPO (hybrid of HMO) Medical - Employer pays 90% of premium Pharmacy Benefits (30, 90-day retail or mail order fills) 24/7 Telephone Advice Nurse - no employee cost Teledoc, Doctoroo, and Dispatch Health Retiree insurance - eligible after 5 years of service Dental Vision Life Insurance - Employer Paid AD&D - Employer Paid Long Term Disability - Employer Paid Generous Leave Accruals that include: 13Paid Holidays includinga Floating Birthday Holiday Paid Vacation Leave Paid Sick Leave Holiday Leave Other leave options Catastrophic Leave Parental Leave - Up to 90 days Wide Variety of Voluntary Benefits that include Guardian - Accident, Cancer, Critical Illness, Hospital Indemnity, and Short-Term Disability Insurance. Trustmark - Permanent Life Insurance benefits and long-term care. Sunlife Financial - Basic and Voluntary Life Insurance, AD&D, and long-term disability insurance TASC - Flexible Spending Account - FSA & Dependent Day Care Debit Card Available Morgan Stanley - Deferred Compensation Plan Employee Assistance Program Onsite Fitness Center - $12/month*Benefits vary and are subject to change depending on assignment, hiring organization and bargaining unit. Closing Date/Time: 5/14/2024 5:01 PM Pacific
May 01, 2024
Full Time
ABOUT THE POSITION The Clark County Finance Department is seeking qualified candidates to join our team as a Senior Financial Analyst located within the Budget and Financial Planning Division. Clark County is a dynamic, vibrant community with operations supporting Judicial, Public Safety, Public Works, Health, Welfare, Culture & Recreation and other functions for our citizens and visitors. We are looking for skilled professionals with experience in financial analysis, forecasting and budgeting to contribute their skills and grow professionally with our team. This recruitment may be used to fill multiple positions in the department. This examination 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. Human Resources reserves the right to call only the most qualified applicants to the selection process. This position is confidential and excluded from membership in the union. This position is a non-union position and excluded from membership in the union. MINIMUM REQUIREMENTS Education and Experience: Bachelor's Degree in Business Administration, Economics, Finance or related field AND four (4) years of full-time professional experience in budget development and administration and/or cost and revenue projection and control. Experience in a public agency setting and/or an appropriate advanced degree 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. 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 Provides lead direction, training and work review to varied levels and types of financial and accounting support staff; organizes and assigns work, sets priorities and follows-up to ensure coordination and completion of assigned work. Instructs staff in work procedures; provides input into selection decisions, performance evaluations and disciplinary matters. Coordinates the development of multiple and complex annual budgets (operating, supplemental and capital improvement) for assigned departments and functions; prepares historical information, revenue projections and related information for internal use and distribution to County management. Reviews and analyzes departmental budgetary requests for accuracy, reasonableness and adherence to budgetary policy; compiles budget documents including performance measures and fiscal impacts for inclusion in preliminary and final budget documents. Receives, investigates and resolves questions and complaints regarding the County's self-funded liability program; acts as liaison and directs the activities of third-party administrators. Coordinates actuarial studies and implements results for accounting standards and legal and policy requirements. Monitors departmental budgets to ensure that expenditures are within budgetary and policy guidelines; ensures that budget adjustments are initiated when required. Reviews Board resolutions for budgetary impact; makes recommendations for changes and incorporates modifications with departmental concurrence. Prepares cost analyses, including projections and recovery alternatives; follows-up to ensure that departments are adhering to established schedules. Confers with departmental staff to obtain information, review alternatives and defines and implement problem resolution. Performs a variety of operational, planning and management studies; determines study parameters, collects and analyzes data, evaluates alternatives and prepares statistical and narrative reports as required. Participates in and makes presentations in budgetary and related hearings; makes presentations before committees and the Board of Commissioners as required. Contributes to the efficiency and effectiveness of the unit's service to its customers by offering suggestions and directing or participating as an active member of a work team. Installs and maintains automated budgetary, financial control and reporting systems; instructs others in the use of such systems. Maintains accurate records and files. Uses standard office equipment, including a computer, in the course of the work; may operate a County or personal vehicle to visit various work sites and attend meetings. PHYSICAL DEMANDS Mobility to work in a typical office setting and use standard office equipment, vision to read printed materials and a computer screen, and hearing and speech to communicate in person or over the telephone. Must be capable of traveling to various County locations in order to attend off-site meetings. Accommodation may be made for some of these physical demands for otherwise qualified individuals who require and request such accommodation. Come Make a Difference and Join the Clark County Family where we offer a comprehensive benefits package that includes: Flexible Schedules including 4/10 options More Money in Your Pocket 100% Employer Paid Defined Benefit Retirement No Social Security Deduction No State Income Taxes Two Employer Sponsored Health Plans Offered - Choice of PPO or EPO (hybrid of HMO) Medical - Employer pays 90% of premium Pharmacy Benefits (30, 90-day retail or mail order fills) 24/7 Telephone Advice Nurse - no employee cost Teledoc, Doctoroo, and Dispatch Health Retiree insurance - eligible after 5 years of service Dental Vision Life Insurance - Employer Paid AD&D - Employer Paid Long Term Disability - Employer Paid Generous Leave Accruals that include: 13Paid Holidays includinga Floating Birthday Holiday Paid Vacation Leave Paid Sick Leave Holiday Leave Other leave options Catastrophic Leave Parental Leave - Up to 90 days Wide Variety of Voluntary Benefits that include Guardian - Accident, Cancer, Critical Illness, Hospital Indemnity, and Short-Term Disability Insurance. Trustmark - Permanent Life Insurance benefits and long-term care. Sunlife Financial - Basic and Voluntary Life Insurance, AD&D, and long-term disability insurance TASC - Flexible Spending Account - FSA & Dependent Day Care Debit Card Available Morgan Stanley - Deferred Compensation Plan Employee Assistance Program Onsite Fitness Center - $12/month*Benefits vary and are subject to change depending on assignment, hiring organization and bargaining unit. Closing Date/Time: 5/14/2024 5:01 PM Pacific
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:
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: 5/31/2024 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: 5/31/2024 5:00 PM Central
Minimum Qualifications 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 four (4) years of experience in a related field. Graduation with a Master’s degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field from an accredited college or university may be substituted for two (2) years of experience. A five (5) year accounting (MAcy) degree or CPA designation may be substituted for one (1) year of experience. Licenses and Certifications Required: None. Notes to Applicants The Human Resources Department works to position the City of Austin as an employer of choice through balanced, efficient and collaborative strategic partnerships. We support and develop a high performing and diverse workforce that fosters a healthy, safe, respectful and productive work environment for employees and their families, City departments and the community. Position Overview: As the Financial Analyst III you will be responsible for the following key tasks. Review and approve accounting and financial transactions by verifying documentation and accurately completing transactions. Assist with development and maintenance of the operating budget for the department. Perform budget analysis by implementing the organization’s budget process system, monitoring the budget by preparing or reviewing current year estimates and budget variance reports, reporting on budget variances; reviewing budget forecasts; and analyzing current and historical budget information and data. Prepare financial analysis, periodic, and ad-hoc reports by researching, compiling, monitoring, and summarizing current and historical financial information and data. Assist divisions and other customers by providing procedural and financial information and guidance. Assist in the annual and semi-annual audit process, and other tasks assigned by management. When completing a 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 your salary if you are selected for this position. Be sure to provide the job title and employment dates for all jobs you wish to be considered. If you are selected as a top candidate: Verification of your education (including high school graduation or GED , undergraduate, and/or graduate degrees) will be required. You must provide proof of education from an accredited organization/institution and evidence of your professional licenses or certifications. This position has been approved for a Criminal Background Investigation ( CBI ). 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. Benefits: Working with the City of Austin provides a number of health and welfare benefits such as low-cost medical, dental, vision, paid leave time, a highly competitive retirement plan, training opportunities, and more. Please click HERE for more information. An assessment(s) may be administered as part of the interview process. Pay Range $33.05 - $42.14 Hours Monday - Friday; 8:00 a.m. - 5:00 p.m. Telework opportunities may be available after an initial training period. Work schedules must be at least 50% hybrid in the office within a two (2) week period and are implemented to meet the requirements of the department and are subject to change based on business needs. Job Close Date 05/08/2024 Type of Posting External Department Human Resources Regular/Temporary Regular Grant Funded or Pooled Position Not Applicable Category Professional Location 505 Barton Springs Road, Suite 600, Austin, TX 78704 Preferred Qualifications Preferred Experience: Experience developing financial forecast and budget. Experience preparing and maintaining complex financial modeling, account reconciliation, financial analysis and process improvement. Experience managing Accounts Payable, Accounts Receivable, cash receipts, general ledger, monthly and yearly close accruals. Strong data analytical skills, advanced level of proficiency in MS Excel. Experience using Automated Accounting and Financial reporting systems. 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. Assists with development of 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 financial analysis, periodic, and ad-hoc reports by researching, compiling, monitoring, and summarizing current and historical financial information and data, reporting on variances and trends, and compiling financial information from various financial systems. Performs debt administration by monitoring 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. Assists with the development of department’s Business Plan and forecast. Prepares fund summaries to keep management abreast of the financial conditions of the department. Develops and maintains computer spreadsheets models and databases to support project data analysis and financial reporting. Reviews and approves accounting and financial transactions by verifying documentation and accurately completing transactions. Reviews documentation and funding information for accuracy and ensures that transactions are processed in accordance with City policy, applicable laws and regulations, and sound business practices. 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 provide leadership, work assignments, evaluation, training, and guidance to others. 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. Knowledge of the processes and theories used for public budgetary and financial policies. Knowledge of accounting practices and concepts. Knowledge of internal control systems. Knowledge of preferred business practices. Knowledge of manual and automated financial systems. Knowledge of financial and budget reporting. Skill in designing and maintaining complex spreadsheet and database models and utilizing word processing and presentation software. Skill in effective oral and written communications. Skill in analyzing and interpreting financial records. Skill in gathering, analyzing, and presenting data to provide accurate information for management’s use. Ability to resolve problems or situations that requires the exercising of good judgment. Ability to prepare accurate and complex financial reports. Ability to establish and maintain good working relationships with other City employees and the public. 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 Financial Analyst III position requires minimum qualifications of a Bachelor Degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics plus four (4) 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. Do you meet the minimum qualifications for this position as described? Yes No * This position requires a criminal background investigation (CBI). 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 CBI to be hired. I acknowledge and understand this position requires a Criminal Background Investigation. * Which of the following best describes your proficiency with Microsoft Excel? No experience Basic: create/edit simple spreadsheets, sort data, enter formulas Intermediate: create/edit spreadsheets, create charts/graphs from spreadsheet data, hide and unhide rows/columns, use basic functions such as SUM, AVERAGE, and COUNT Advanced: develop complex spreadsheets, create charts/graphs/tables, import data from external databases, use AutoFilter to analyze data, use complex functions/formulas for math & logic equations * Please describe your experience preparing, managing, analyzing, and reporting budgets and forecasts. Please list the entity where you gained this experience, your role in the budget and forecast process, and the largest budget you have managed. (Open Ended Question) * Please describe your experience with quarterly and yearly accounting close, preparing accrual entries, account reconciliations, and external audit. (Open Ended Question) * Do you have the ability to travel to multiple sites as part of the regular job duties? Yes No Optional & Required Documents Required Documents Resume Optional Documents Cover Letter
Apr 30, 2024
Full Time
Minimum Qualifications 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 four (4) years of experience in a related field. Graduation with a Master’s degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field from an accredited college or university may be substituted for two (2) years of experience. A five (5) year accounting (MAcy) degree or CPA designation may be substituted for one (1) year of experience. Licenses and Certifications Required: None. Notes to Applicants The Human Resources Department works to position the City of Austin as an employer of choice through balanced, efficient and collaborative strategic partnerships. We support and develop a high performing and diverse workforce that fosters a healthy, safe, respectful and productive work environment for employees and their families, City departments and the community. Position Overview: As the Financial Analyst III you will be responsible for the following key tasks. Review and approve accounting and financial transactions by verifying documentation and accurately completing transactions. Assist with development and maintenance of the operating budget for the department. Perform budget analysis by implementing the organization’s budget process system, monitoring the budget by preparing or reviewing current year estimates and budget variance reports, reporting on budget variances; reviewing budget forecasts; and analyzing current and historical budget information and data. Prepare financial analysis, periodic, and ad-hoc reports by researching, compiling, monitoring, and summarizing current and historical financial information and data. Assist divisions and other customers by providing procedural and financial information and guidance. Assist in the annual and semi-annual audit process, and other tasks assigned by management. When completing a 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 your salary if you are selected for this position. Be sure to provide the job title and employment dates for all jobs you wish to be considered. If you are selected as a top candidate: Verification of your education (including high school graduation or GED , undergraduate, and/or graduate degrees) will be required. You must provide proof of education from an accredited organization/institution and evidence of your professional licenses or certifications. This position has been approved for a Criminal Background Investigation ( CBI ). 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. Benefits: Working with the City of Austin provides a number of health and welfare benefits such as low-cost medical, dental, vision, paid leave time, a highly competitive retirement plan, training opportunities, and more. Please click HERE for more information. An assessment(s) may be administered as part of the interview process. Pay Range $33.05 - $42.14 Hours Monday - Friday; 8:00 a.m. - 5:00 p.m. Telework opportunities may be available after an initial training period. Work schedules must be at least 50% hybrid in the office within a two (2) week period and are implemented to meet the requirements of the department and are subject to change based on business needs. Job Close Date 05/08/2024 Type of Posting External Department Human Resources Regular/Temporary Regular Grant Funded or Pooled Position Not Applicable Category Professional Location 505 Barton Springs Road, Suite 600, Austin, TX 78704 Preferred Qualifications Preferred Experience: Experience developing financial forecast and budget. Experience preparing and maintaining complex financial modeling, account reconciliation, financial analysis and process improvement. Experience managing Accounts Payable, Accounts Receivable, cash receipts, general ledger, monthly and yearly close accruals. Strong data analytical skills, advanced level of proficiency in MS Excel. Experience using Automated Accounting and Financial reporting systems. 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. Assists with development of 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 financial analysis, periodic, and ad-hoc reports by researching, compiling, monitoring, and summarizing current and historical financial information and data, reporting on variances and trends, and compiling financial information from various financial systems. Performs debt administration by monitoring 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. Assists with the development of department’s Business Plan and forecast. Prepares fund summaries to keep management abreast of the financial conditions of the department. Develops and maintains computer spreadsheets models and databases to support project data analysis and financial reporting. Reviews and approves accounting and financial transactions by verifying documentation and accurately completing transactions. Reviews documentation and funding information for accuracy and ensures that transactions are processed in accordance with City policy, applicable laws and regulations, and sound business practices. 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 provide leadership, work assignments, evaluation, training, and guidance to others. 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. Knowledge of the processes and theories used for public budgetary and financial policies. Knowledge of accounting practices and concepts. Knowledge of internal control systems. Knowledge of preferred business practices. Knowledge of manual and automated financial systems. Knowledge of financial and budget reporting. Skill in designing and maintaining complex spreadsheet and database models and utilizing word processing and presentation software. Skill in effective oral and written communications. Skill in analyzing and interpreting financial records. Skill in gathering, analyzing, and presenting data to provide accurate information for management’s use. Ability to resolve problems or situations that requires the exercising of good judgment. Ability to prepare accurate and complex financial reports. Ability to establish and maintain good working relationships with other City employees and the public. 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 Financial Analyst III position requires minimum qualifications of a Bachelor Degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics plus four (4) 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. Do you meet the minimum qualifications for this position as described? Yes No * This position requires a criminal background investigation (CBI). 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 CBI to be hired. I acknowledge and understand this position requires a Criminal Background Investigation. * Which of the following best describes your proficiency with Microsoft Excel? No experience Basic: create/edit simple spreadsheets, sort data, enter formulas Intermediate: create/edit spreadsheets, create charts/graphs from spreadsheet data, hide and unhide rows/columns, use basic functions such as SUM, AVERAGE, and COUNT Advanced: develop complex spreadsheets, create charts/graphs/tables, import data from external databases, use AutoFilter to analyze data, use complex functions/formulas for math & logic equations * Please describe your experience preparing, managing, analyzing, and reporting budgets and forecasts. Please list the entity where you gained this experience, your role in the budget and forecast process, and the largest budget you have managed. (Open Ended Question) * Please describe your experience with quarterly and yearly accounting close, preparing accrual entries, account reconciliations, and external audit. (Open Ended Question) * Do you have the ability to travel to multiple sites as part of the regular job duties? Yes No Optional & Required Documents Required Documents Resume Optional Documents Cover Letter
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
CITY OF OAKLAND, CA
Oakland, California, United States
The Position The City of Oakland is an equal opportunity employer that values workforce diversity, inclusion, and equity. Oakland has a long history of activism around issues of justice and equity. Both oppression and this resistance to oppression have shaped the city’s historical roots and the lives of its residents to this day. As public servants in one of the most diverse cities in the nation, we strive to develop employees who understand the harm and impacts of systemic inequity to create lasting, meaningful outcomes for everyone. Oakland strives to establish an environment that embraces the richness of culture, community, and individualism of employees. Why join the City of Oakland Finance Department? The Finance Department provides quality government financial services to the City of Oakland. We manage the City’s financial affairs with the highest degree of customer service, honesty, and integrity. We value teamwork, trust, accountability, and fiscal responsibility. The Principal Financial Analyst position is a supervisory classification in the Controller’s Bureau of the Finance Department and will support citywide financial reporting and oversight of internal controls . We are looking for someone who is: Experienced in governmental accounting and financial reporting. You have participated in governmental financial audits and possess strong analytical and accounting skills. A strong communicator. You can convey complex financial topics orally and in writing to both general audiences and technical experts. A proven leader. You are experienced in supervision of financial staff and can inspire public employees to a ccomplish shared goals and reach their full potential. A skilled analyst and user of financial data. Y ou are accustomed to utilizing a variety of financial systems and data sources to conduct analyses , draw conclusions , and support decision-making. A productive and efficient manager. You can accomplish a large vol ume of work with limited resources and know how to maximize the effectiveness of your staff. What you will typically be responsible for: Managing citywide financial reporting efforts . Preparing staff reports for City Council and ad hoc analyses of financial topics. Responding to audit requests and assisting with intergovernmental relations. Providing direction to Accounts Payable and Accounts Receivable units. Assisting with staff recruitment and training. Supervising and coordinating the work of staff. Read the complete job description by clicking this link: Principal Financial Analyst - Class Specification Bulletin *Click on the link below to see a video on what it's like to work for the City of Oakland! Working for the City of Oakland A few reasons you might love this job: You will join a team of collaborative experts with a deep knowledge of municipal financial systems and practices. You will have the opportunity to master governmental financial reporting and lead a team of capable staff. You will have opportunities for advancement to management positions. You will be part of an organization devoted to supporting the finances of a vibrant, growing City . You will be supported by a management team that has earned a reputation for high performance and responsiveness to team member and City priorities . A few challenges you might face in this job: You will need to quickly learn new systems and duties while facing multiple deadlines . You will need to develop relationships with individuals from across the City to succeed. You will receive urgent requests with short turnaround times and will be expected to manage your time effectively. Competencies Required: Analyzing & Interpreting Data: Drawing meaning and conclusions from quantitative or qualitative data Critical Thinking: Analytically and logically evaluating information, propositions, and claims Reading Comprehension: Understanding and using written information Legal & Regulatory Navigation: Understanding, interpreting, and ensuring compliance with laws and regulations Professional & Technical Expertise: Applying technical subject matter to the job Using Technology: Working with electronic hardware and software applications Attention to Detail: Focusing on the details of work content, work steps, and final work products Handling Stress: Maintaining emotional stability and self-control under pressure, challenge, or adversity Innovative Problem Solving: Identifying and analyzing problems in order to propose new and better ways of doing things Professional Integrity & Ethics: Displaying honesty, adherence to principles, and personal accountability Writing: Communicating effectively in writing Building & Maintaining Relationships: Establishing rapport and maintaining mutually productive relationships Leadership: Guiding and encouraging others to accomplish a common goal Teamwork: Collaborating with others to achieve shared goals Project Management: Ensuring that projects are on-time, on-budget, and achieve their objectives Minimum Requirements for Application This recruitment will produce two eligible lists. The restricted list will be for full-time, permanent part-time, or part-time City and Port of Oakland employees who meet the minimum qualifications. The open list will be for all other applicants who meet the minimum qualifications. Any combination of education and experience that is equivalent to the following minimum qualifications is acceptable. Education: A Bachelor’s degree from an accredited college or university in business or public administration, economics, finance, accounting or closely related field. Experience: Five (5) years progressively responsible experience performing computerized financial analysis, forecasting or budgeting in local government or other fiscally complex organization including one (1) year of experience in a supervisory or lead role. Supplemental Information The Recruitment Process: The City of Oakland works with a Civil Service system. Applicants apply online, and HR staff reviews their experience, education, and training listed on the application against the “minimum qualifications” listed for each position. Candidates who demonstrate that they meet the minimum qualification requirements are then invited to participate in an assessment process (or testing) to measure their knowledge, skills, and abilities in job-related areas. Candidates who do not demonstrate that they meet the minimum qualification requirements will have an opportunity to request a final review. Candidates must request a final review within 5 business days of being notified that they did not meet the minimum qualifications. In the final review, candidates may clarify information already provided on their application. No additional work history, education, or certifications will be accepted. Any decisions made during this review process will be final. For this recruitment, all qualified applicants will be sent a writing exercise, which will then be evaluated and rated by subject matter experts. The tentative date that the writing exercise will be sent to you for completion is the week of June 3, 2024. For some recruitments, more than one type of assessment may be used. Depending on the number of candidates who pass the first assessment (writing exercise) you may be asked to complete a secondary assessment before the recruitment is finalized. If a secondary assessment is scheduled, you will be notified by email with specific details. If a secondary assessment is not scheduled, department hiring interviews will occur during this time frame. Candidates who pass each stage in the process will be placed on an eligible list. Some candidates may receive extra points, for example, if you are a Veteran with an honorable discharge, or if you are a current City of Oakland resident. If you’re applying to a “restricted” posting and you are eligible as a current City employee, you may also receive additional points for your City service. Extra points are only applied to passing scores, so if you do not pass every element of the testing process, you cannot use extra points to pass. The City of Oakland reserves the right to modify the selection process and date of examination as necessary to conform to administrative or business necessity. The information contained in this announcement is subject to change and does not constitute either an expressed or implied contract. What’s in it for you? Work/Life Balance: 37.5 hour work weeks, and a flexible/hybrid remote schedule (in-person work is required for the training period, usually for about a month) 15 paid holidays Vacation: 2 weeks per year minimum with the ability to accrue more depending on public sector years of service Management Leave : 1 week per year with potential for one additional week depending on performance Retirement: CalPERS (California Public Employees’ Retirement System) with a pension formula of 2.5% @ 55 (for Classic CalPERS members) and 2% @ 62 for new CalPERS members. Classic Employees contribute 8% of pre-tax wages. The City of Oakland does not participate in Social Security Health: The City of Oakland pays the full cost of employee and eligible dependent coverage at the Kaiser rate. Other plans include Anthem, Blue Shield, United Health Care, and other HMO and PPO plans Dental: Delta Dental full premium for employees and eligible dependents Vision: VSP full premium for employees and eligible dependents Sick leave: Employees accrue 12 days per year Deferred Compensation: 457(b) pre-tax plan and an after-tax ROTH 401(k)plan Other benefits include a Flexible Spending Account, Wellness Program, Employee Assistance Program, Tuition Reimbursement, Life Insurance up to $200k & Employee Training. Applicants are required to submit criminal history information upon request after receiving a conditional offer of employment. If the requested information is not furnished in a timely manner, applicants will not qualify for further consideration and will be removed from the eligible list. Disaster Service Workers All employees are designated Disaster Service Workers through state and local law. Employees are required to complete all Disaster Service Worker-related training as assigned and to return to work as ordered in the event of an emergency. How to Apply Apply prior to the closing time of the job announcement and allow at least two to three hours to submit your application if you are a new user of the system. APPLICATIONS ARE ACCEPTED ONLINE ONLY. You may apply and view current openings by visiting our employment opportunities webpage at: http://agency.governmentjobs.com/oaklandca/default.cfm. If you do not have access to a computer, there are computer stations available at any City of Oakland Public Library. There are also workstations at the Human Resources Management Department, 150 Frank H. Ogawa Plaza, 2nd Floor, Oakland, CA 94612. Workstations are available during regular business hours (normally 9:00 a.m. to 5:00 p.m.). Our online application system is provided by GovernmentJobs. If you have problems while applying online, please contact GovernmentJobs Live Applicant Support at (855) 524-5627 between 6:00 AM and 5:00 PM Pacific Time, Monday - Friday. You may also call the City of Oakland Human Resources Management Department during regular business hours at (510) 238-3112 for information; however, we are unable to provide technical support for the online application system. For recruitment-specific questions, please contact Cynthia Ng at cng@oaklandca.gov. The City of Oakland is committed to the wellbeing of its employees and offers comprehensive health and wellness services along with an array of other benefits for most positions. Benefits may include*: • CalPERS Medical • Dental • Vision • Medical Waiver Plan - Cash-In-Lieu • Flexible Spending Accounts • Commuter Benefits • Group & Supplemental Life Insurance • Employee Assistance Program (EAP) • Guaranteed Ride Home (GRH) • Pension Benefits • Deferred Compensation * Specific benefits may vary depending on the assignedspecific bargaining unit. Information regarding most benefits can be reviewed here: Employee Benefits Information Current MOUs may be reviewed here: City of Oakland Labor Agreements Closing Date/Time: 5/19/2024 11:59 PM Pacific
Apr 30, 2024
Full Time
The Position The City of Oakland is an equal opportunity employer that values workforce diversity, inclusion, and equity. Oakland has a long history of activism around issues of justice and equity. Both oppression and this resistance to oppression have shaped the city’s historical roots and the lives of its residents to this day. As public servants in one of the most diverse cities in the nation, we strive to develop employees who understand the harm and impacts of systemic inequity to create lasting, meaningful outcomes for everyone. Oakland strives to establish an environment that embraces the richness of culture, community, and individualism of employees. Why join the City of Oakland Finance Department? The Finance Department provides quality government financial services to the City of Oakland. We manage the City’s financial affairs with the highest degree of customer service, honesty, and integrity. We value teamwork, trust, accountability, and fiscal responsibility. The Principal Financial Analyst position is a supervisory classification in the Controller’s Bureau of the Finance Department and will support citywide financial reporting and oversight of internal controls . We are looking for someone who is: Experienced in governmental accounting and financial reporting. You have participated in governmental financial audits and possess strong analytical and accounting skills. A strong communicator. You can convey complex financial topics orally and in writing to both general audiences and technical experts. A proven leader. You are experienced in supervision of financial staff and can inspire public employees to a ccomplish shared goals and reach their full potential. A skilled analyst and user of financial data. Y ou are accustomed to utilizing a variety of financial systems and data sources to conduct analyses , draw conclusions , and support decision-making. A productive and efficient manager. You can accomplish a large vol ume of work with limited resources and know how to maximize the effectiveness of your staff. What you will typically be responsible for: Managing citywide financial reporting efforts . Preparing staff reports for City Council and ad hoc analyses of financial topics. Responding to audit requests and assisting with intergovernmental relations. Providing direction to Accounts Payable and Accounts Receivable units. Assisting with staff recruitment and training. Supervising and coordinating the work of staff. Read the complete job description by clicking this link: Principal Financial Analyst - Class Specification Bulletin *Click on the link below to see a video on what it's like to work for the City of Oakland! Working for the City of Oakland A few reasons you might love this job: You will join a team of collaborative experts with a deep knowledge of municipal financial systems and practices. You will have the opportunity to master governmental financial reporting and lead a team of capable staff. You will have opportunities for advancement to management positions. You will be part of an organization devoted to supporting the finances of a vibrant, growing City . You will be supported by a management team that has earned a reputation for high performance and responsiveness to team member and City priorities . A few challenges you might face in this job: You will need to quickly learn new systems and duties while facing multiple deadlines . You will need to develop relationships with individuals from across the City to succeed. You will receive urgent requests with short turnaround times and will be expected to manage your time effectively. Competencies Required: Analyzing & Interpreting Data: Drawing meaning and conclusions from quantitative or qualitative data Critical Thinking: Analytically and logically evaluating information, propositions, and claims Reading Comprehension: Understanding and using written information Legal & Regulatory Navigation: Understanding, interpreting, and ensuring compliance with laws and regulations Professional & Technical Expertise: Applying technical subject matter to the job Using Technology: Working with electronic hardware and software applications Attention to Detail: Focusing on the details of work content, work steps, and final work products Handling Stress: Maintaining emotional stability and self-control under pressure, challenge, or adversity Innovative Problem Solving: Identifying and analyzing problems in order to propose new and better ways of doing things Professional Integrity & Ethics: Displaying honesty, adherence to principles, and personal accountability Writing: Communicating effectively in writing Building & Maintaining Relationships: Establishing rapport and maintaining mutually productive relationships Leadership: Guiding and encouraging others to accomplish a common goal Teamwork: Collaborating with others to achieve shared goals Project Management: Ensuring that projects are on-time, on-budget, and achieve their objectives Minimum Requirements for Application This recruitment will produce two eligible lists. The restricted list will be for full-time, permanent part-time, or part-time City and Port of Oakland employees who meet the minimum qualifications. The open list will be for all other applicants who meet the minimum qualifications. Any combination of education and experience that is equivalent to the following minimum qualifications is acceptable. Education: A Bachelor’s degree from an accredited college or university in business or public administration, economics, finance, accounting or closely related field. Experience: Five (5) years progressively responsible experience performing computerized financial analysis, forecasting or budgeting in local government or other fiscally complex organization including one (1) year of experience in a supervisory or lead role. Supplemental Information The Recruitment Process: The City of Oakland works with a Civil Service system. Applicants apply online, and HR staff reviews their experience, education, and training listed on the application against the “minimum qualifications” listed for each position. Candidates who demonstrate that they meet the minimum qualification requirements are then invited to participate in an assessment process (or testing) to measure their knowledge, skills, and abilities in job-related areas. Candidates who do not demonstrate that they meet the minimum qualification requirements will have an opportunity to request a final review. Candidates must request a final review within 5 business days of being notified that they did not meet the minimum qualifications. In the final review, candidates may clarify information already provided on their application. No additional work history, education, or certifications will be accepted. Any decisions made during this review process will be final. For this recruitment, all qualified applicants will be sent a writing exercise, which will then be evaluated and rated by subject matter experts. The tentative date that the writing exercise will be sent to you for completion is the week of June 3, 2024. For some recruitments, more than one type of assessment may be used. Depending on the number of candidates who pass the first assessment (writing exercise) you may be asked to complete a secondary assessment before the recruitment is finalized. If a secondary assessment is scheduled, you will be notified by email with specific details. If a secondary assessment is not scheduled, department hiring interviews will occur during this time frame. Candidates who pass each stage in the process will be placed on an eligible list. Some candidates may receive extra points, for example, if you are a Veteran with an honorable discharge, or if you are a current City of Oakland resident. If you’re applying to a “restricted” posting and you are eligible as a current City employee, you may also receive additional points for your City service. Extra points are only applied to passing scores, so if you do not pass every element of the testing process, you cannot use extra points to pass. The City of Oakland reserves the right to modify the selection process and date of examination as necessary to conform to administrative or business necessity. The information contained in this announcement is subject to change and does not constitute either an expressed or implied contract. What’s in it for you? Work/Life Balance: 37.5 hour work weeks, and a flexible/hybrid remote schedule (in-person work is required for the training period, usually for about a month) 15 paid holidays Vacation: 2 weeks per year minimum with the ability to accrue more depending on public sector years of service Management Leave : 1 week per year with potential for one additional week depending on performance Retirement: CalPERS (California Public Employees’ Retirement System) with a pension formula of 2.5% @ 55 (for Classic CalPERS members) and 2% @ 62 for new CalPERS members. Classic Employees contribute 8% of pre-tax wages. The City of Oakland does not participate in Social Security Health: The City of Oakland pays the full cost of employee and eligible dependent coverage at the Kaiser rate. Other plans include Anthem, Blue Shield, United Health Care, and other HMO and PPO plans Dental: Delta Dental full premium for employees and eligible dependents Vision: VSP full premium for employees and eligible dependents Sick leave: Employees accrue 12 days per year Deferred Compensation: 457(b) pre-tax plan and an after-tax ROTH 401(k)plan Other benefits include a Flexible Spending Account, Wellness Program, Employee Assistance Program, Tuition Reimbursement, Life Insurance up to $200k & Employee Training. Applicants are required to submit criminal history information upon request after receiving a conditional offer of employment. If the requested information is not furnished in a timely manner, applicants will not qualify for further consideration and will be removed from the eligible list. Disaster Service Workers All employees are designated Disaster Service Workers through state and local law. Employees are required to complete all Disaster Service Worker-related training as assigned and to return to work as ordered in the event of an emergency. How to Apply Apply prior to the closing time of the job announcement and allow at least two to three hours to submit your application if you are a new user of the system. APPLICATIONS ARE ACCEPTED ONLINE ONLY. You may apply and view current openings by visiting our employment opportunities webpage at: http://agency.governmentjobs.com/oaklandca/default.cfm. If you do not have access to a computer, there are computer stations available at any City of Oakland Public Library. There are also workstations at the Human Resources Management Department, 150 Frank H. Ogawa Plaza, 2nd Floor, Oakland, CA 94612. Workstations are available during regular business hours (normally 9:00 a.m. to 5:00 p.m.). Our online application system is provided by GovernmentJobs. If you have problems while applying online, please contact GovernmentJobs Live Applicant Support at (855) 524-5627 between 6:00 AM and 5:00 PM Pacific Time, Monday - Friday. You may also call the City of Oakland Human Resources Management Department during regular business hours at (510) 238-3112 for information; however, we are unable to provide technical support for the online application system. For recruitment-specific questions, please contact Cynthia Ng at cng@oaklandca.gov. The City of Oakland is committed to the wellbeing of its employees and offers comprehensive health and wellness services along with an array of other benefits for most positions. Benefits may include*: • CalPERS Medical • Dental • Vision • Medical Waiver Plan - Cash-In-Lieu • Flexible Spending Accounts • Commuter Benefits • Group & Supplemental Life Insurance • Employee Assistance Program (EAP) • Guaranteed Ride Home (GRH) • Pension Benefits • Deferred Compensation * Specific benefits may vary depending on the assignedspecific bargaining unit. Information regarding most benefits can be reviewed here: Employee Benefits Information Current MOUs may be reviewed here: City of Oakland Labor Agreements Closing Date/Time: 5/19/2024 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
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
City of San Jose
United States, California, San Jose
The City of San José, the Capital of Silicon Valley, is one of the nation's best managed cities and one of the top 10 cities in which to live, work, and do business. Moreover, San José is the center of cultural, government and economic activity for the region. The employees of the City of San José have embraced the following values: Integrity, Innovation, Excellence, Collaboration, Respect and Celebration. The City's Airport Department is seeking an individual whose values align with the values of the City's employees. Prior to the impact of COVID, the San José Mineta International Airport (SJC) served more than 15 million passengers annually with 450 peak daily departures and arrivals on 13 international and domestic carriers to 50+ nonstop destinations. SJC has been one of America's fastest-growing major airports over the past four-year period, based on percentage increase in passenger seat capacity. We are looking for team members who can work toward our Mission Statement to "Connect, Serve and Inspire" and our Vision Statement to "Transform how Silicon Valley Travels". For more information about SJC, visit http://www.flysanjose.com . Please note that applications are currently not accepted through CalOpps or any other third party job board application system. To apply, applicants must complete an application via the City of San José's website at www.sanjoseca.gov/citycareers . The Analyst I salary range is $ 85,525.44 - $103,958.40 The Analyst II salary range is $ 93,344.16 - $113,436.96 The actual salary shall be determined by the final candidate's qualifications and experience. These salary ranges include an approximate five percent (5%) ongoing non-pensionable compensation pay. San José Mineta International Airport is hiring for an Analyst I/II in its Planning and Development Division. This position reports directly to the Senior Analyst and is a crucial member of the Airport's Planning and Development Division. The Analyst is part of the fiscal team in the Planning and Development Division of the Airport. The Analyst's primary role is to support the development, monitoring, reporting and administration of the Division's annual operating budget and capital budget. The Analyst also serves as a liaison for coordination of the budget and financial information between multiple stakeholders including the Airport's Finance Division and the City's Budget Office. The Analyst will be responsible for tracking and enforcing timely delivery of budget status reporting within the Division., The Analyst will manage the day to day capital budget processes, including but not limited to assisting program and project managers with fiscal and budgeting aspects and monitoring and reporting expenditures. The Analyst's primary role is to support the fiscal and administrative functions of the division such as processing invoice payments, encumbrances, requisitions, accruals, procurement renewals, monitoring, and tacking service orders. This position also coordinates with internal staff to assist with special requests, processes, and analysis. The successful candidates will need to have strong analytical, organizational, writing, and verbal skills, be able to handle multiple assignments with competing deadlines and work well under the pressure of the budget process. Excellent communication, collaboration, problem solving skills and critical thinking ability as well as significant capital and operating budget development and monitoring experience are ideal. Ability to work effectively with coworkers and executive management both within the Department and with other departments is essential. At times of peak budget activity, some overtime hours may be required. Typical duties include, but are not limited to: - Develop and monitor Capital Budget and Capital Improvement Program. - Research and analyze data. - Prepare and provide oral and written reports to and assist project managers with tracking of appropriation expenditures and balances. - Contract management (fiscal responsibilities), including: review/approval of invoices; review/approval of contract change orders; review and approval of task orders; ensure encumbrance balances and adjustments. - Edit City Council memos. - Meeting presentations. - Close interaction with Airport Department Finance Division and other divisions as necessary, Public Works Department and the City Budget Office. Desirable Qualifications The ideal candidate possesses the most desirable combination of training, skills, and experience, as demonstrated in past and current employment history. Desirable experience, knowledge and skills for this position include: - Knowledge of and strong experience in the City's financing, budgeting, and accounting practices - Ability to research/analyze data and prepare reports and recommendations. - Knowledge of and strong experience in the City's Financial Management System (FMS), including the analysis of on-line information, report generating, cash/journal voucher preparation. - Ability to present oneself clearly and concisely, both orally and in written documents. - Knowledge of contract administration, including invoice payment, change order and task order processing, and encumbrance adjustment. - Detail oriented and the ability to handle multiple tasks. - Ability to use automated data processing applications to compile and analyze data and present information - Possession of very strong organizational skills - Ability to work well with others in a collaborative team setting. DUTY NO. TYPICAL CLASS ESSENTIAL DUTIES : (These duties and estimated frequency are a representative sample; position assignments may vary depending on the business needs of the department.) Duties may include, but are not limited to, the following: FREQUENCY* 1. Gathers, organizes, and analyzes data relating to specific assignments which require research from which conclusions can be drawn; prepares analyses and reports with recommendations/options; explains report recommendations and conclusions to customers. Daily 2. Obtains data and other information from operating departments through use of questionnaires, personal visit, and otherwise as indicated; assembles, arrays, processes, and analyzes data; prepares studies and reports as indicated; and proposes or suggests appropriate action to supervisor/management. Daily 3. Confers with departmental management and others on administrative problems; gathers and analyzes facts about departmental organization, staffing, and work load; evaluates and prepares recommendations on departmental requests for program changes; provides for and assists in the installation of improved systems or organization; and prepares and revises policy and procedures manuals and instructional materials. Daily 4. May assist in training less experienced professional staff in work methods and procedures. Acts as a lead/subject matter expert with newer staff who frequently ask questions or ask for direction pertaining to past/best practices. Daily 5. Supervises clerical or technical personnel in administrative support functions as assigned. May provide lead direction and training to support staff by assigning, reviewing and providing feedback on tasks. Daily 6. As assigned, provides highly tec
hnical support in determining the organization, administration, operations, and functions of an operating department or division by developing the organizational unit, identifying lines of authority and supervisory responsibility, and recommending on the number and organizational assignments for all authorized positions in the department. Daily 7. As assigned, provides professional support within an assigned human resources program area such as recruitment, selection, classification, compensation, workers compensation, and training; coordinates program services internally and externally, performing administrative and technical tasks to deliver program services. Daily 8. As assigned, investigates and attempts to resolve customer complaints and/or inquires. Daily 9. As assigned, participates with groups in analyzing and evaluating community conditions and needs; offers guidance and counsel in the establishment of goals and techniques of achievement. Daily 10. As assigned, provides support to the City's and department's budget process; reviews budget requests; summarizes findings; assembles and analyzes data; proposes or suggests appropriate actions including reallocation of resources; works with operating departments to facilitate budget proposal preparation and execution of adopted budgets. Daily 11. As assigned, provides professional support within a department's fiscal program; reviews and prepares accounting transactions such as journal vouchers, encumbrance reviews, liquidations, and billings and receivables. May respond to internal and/or external auditors' questions and/or requests as needed. Assists project managers with processing special payroll requests. Assists in, and/or prepares and distributes a variety of fiscal reports and documents. Daily 12. As assigned performs grant sourcing, fiscal oversight and administrative tasks; reviews grant proposals and, working both internally and externally, develops applications and work/implementation plans for grant projects; designs and maintains an individual monitoring system for each grant project; participates in the development of grant contracts; negotiates scope, goals, outcome measures and schedules; prepares draft contracts and supporting documentation; monitors grant activities to ensure they remain in scope with terms and conditions for the grant; tracks grant spending to ensure that funds are expended within the grant terms and conditions; prepares and distributes reports on grant operations and activities. Daily 13. Performs other related duties as assigned. As Required *Frequency defined as Daily/Several Times, Daily, Weekly, Intermittent, or As Required Education and Experience Analyst I A Bachelor's Degree from an accredited college or university. Analyst II A Bachelor's Degree from an accredited college or university AND two (2) years of increasingly responsible professional staff analytic or administrative experience conducting studies, organizing and analyzing data, and preparing reports, recommendations, or conclusions for a functional area in budget, finance, grant administration, organizational analysis, general administration, or human resources. Acceptable Substitution Additional years of experience in a position comparable to the Staff Specialist with the City of San José in areas such as budget, finance, grant administration, organizational analysis, general administration or human resources may be substituted for the education requirement on a year for year basis. (Incumbents may be required to have different combinations of the listed qualifications, or more specific job-related qualifications depending on the position.) Basic Competencies (Needed at entry into the job in order to perform the essential duties.) Job Expertise - Demonstrates knowledge of and experience with applicable professional/technical principles and practices, Citywide and departmental procedures/policies and federal and state rules and regulations. Communication Skills - Effectively conveys information and expresses thoughts and facts clearly, orally and in writing; demonstrates effective use of listening skills and displays openness to other people's ideas and thoughts . Computer Skills - Experienced with common business computer applications including but not limited to: MS Outlook, MS Word, MS PowerPoint, MS Access, and MS Excel. Teamwork & Interpersonal Skills - Develops effective relationships with co-workers and supervisors by helping others accomplish tasks and using collaboration and conflict resolution skills. Analytical Thinking - Approaching a problem or situation by using a logical, systematic, sequential approach. Collaboration - Develops networks and builds alliances; engages in cross-functional activities. Continuous Improvement - Actively identifies new areas for learning and regularly creates and takes advantage of learning opportunities. Customer Service - Demonstrates the ability to anticipate customers' needs and deliver services effectively and efficiently using professional demeanor. Decision Making - Identifies and understands issues, problems, and opportunities; uses effective approaches for choosing a course of action or developing appropriate solutions. Fiscal Management - Understands the relationship of the budget and resources to the strategic plan; complies with administrative controls over funds, contracts, and procurements. Flexibility - Makes effective decisions and achieves desired results in the midst of major changes in responsibilities, work processes, timeframes, performance expectations, organizational culture, or work environment. Problem Solving - Approaches a situation or problem by defining the problem or issue; determines the significance of problem; collects information; uses logic and intuition to arrive at decisions or solutions to problems that achieve the desired outcome. Reliability - Completes quality work assignments in a timely and efficient manner; fulfills responsibilities and maintains confidentiality as appropriate. Employment Eligibility Federal law requires all employees to provide verification of their eligibility to work in this country. Please be informed that the City of San José will NOT sponsor, represent or sign any documents related to visa applications/transfers for H1-B or any other type of visa which requires an employer application. Candidates are required to satisfactorily complete and pass a fingerprint based Criminal History Records Check prior to being considered for a position in this class at the Airport. This Airport position requires a background check and a Transportation Security Administration (TSA) check. The candidate must be fingerprinted and qualify under all applicable TSA and Airport regulations. Selection Process To apply, please complete an application via the City of San José's website at www.sanjoseca.gov/citycareers . The final filing date for this job announcement is at 11:59 p.m. on Monday, April 29, 2024. The selection process will consist of an evaluation of the applicant's training and experience based on the application and responses to the Job Specific Questions. You must answer all job-specific questions in order to be conside
red for this vacancy or your application will be deemed incomplete and withheld from further consideration. Only the candidates whose backgrounds best match the position will be invited to proceed in the selection process. Additional phases of the selection process will consist of one or more interviews. You must answer all job-specific questions in order to be considered for this vacancy or your application will be deemed incomplete and withheld from further consideration. Additional Information This recruitment may be used to fill multiple positions in this, or other divisions or departments. If you are interested in employment in this classification, you should apply to ensure you are considered for additional opportunities that may utilize the applicants from this recruitment. If you have questions about the duties of these positions, the selection or hiring processes, please contact Tessa Elkins at telkins@sjc.org. Please note that applications are currently not accepted through CalOpps or any other third party job board application system. To apply, applicants must complete an application via the City of San José s website at www.sanjoseca.gov/citycareers . If your online application was successfully submitted, you will receive an automatic confirmation email to the email address you provided. IF YOU DO NOT RECEIVE THE CONFIRMATION, please email CityCareers@sanjoseca.gov and we will research the status of your application. Please contact Human Resources at (408) 535-1285, or Human.Resources@sanjoseca.gov if you have any questions.
Apr 17, 2024
Full Time
The City of San José, the Capital of Silicon Valley, is one of the nation's best managed cities and one of the top 10 cities in which to live, work, and do business. Moreover, San José is the center of cultural, government and economic activity for the region. The employees of the City of San José have embraced the following values: Integrity, Innovation, Excellence, Collaboration, Respect and Celebration. The City's Airport Department is seeking an individual whose values align with the values of the City's employees. Prior to the impact of COVID, the San José Mineta International Airport (SJC) served more than 15 million passengers annually with 450 peak daily departures and arrivals on 13 international and domestic carriers to 50+ nonstop destinations. SJC has been one of America's fastest-growing major airports over the past four-year period, based on percentage increase in passenger seat capacity. We are looking for team members who can work toward our Mission Statement to "Connect, Serve and Inspire" and our Vision Statement to "Transform how Silicon Valley Travels". For more information about SJC, visit http://www.flysanjose.com . Please note that applications are currently not accepted through CalOpps or any other third party job board application system. To apply, applicants must complete an application via the City of San José's website at www.sanjoseca.gov/citycareers . The Analyst I salary range is $ 85,525.44 - $103,958.40 The Analyst II salary range is $ 93,344.16 - $113,436.96 The actual salary shall be determined by the final candidate's qualifications and experience. These salary ranges include an approximate five percent (5%) ongoing non-pensionable compensation pay. San José Mineta International Airport is hiring for an Analyst I/II in its Planning and Development Division. This position reports directly to the Senior Analyst and is a crucial member of the Airport's Planning and Development Division. The Analyst is part of the fiscal team in the Planning and Development Division of the Airport. The Analyst's primary role is to support the development, monitoring, reporting and administration of the Division's annual operating budget and capital budget. The Analyst also serves as a liaison for coordination of the budget and financial information between multiple stakeholders including the Airport's Finance Division and the City's Budget Office. The Analyst will be responsible for tracking and enforcing timely delivery of budget status reporting within the Division., The Analyst will manage the day to day capital budget processes, including but not limited to assisting program and project managers with fiscal and budgeting aspects and monitoring and reporting expenditures. The Analyst's primary role is to support the fiscal and administrative functions of the division such as processing invoice payments, encumbrances, requisitions, accruals, procurement renewals, monitoring, and tacking service orders. This position also coordinates with internal staff to assist with special requests, processes, and analysis. The successful candidates will need to have strong analytical, organizational, writing, and verbal skills, be able to handle multiple assignments with competing deadlines and work well under the pressure of the budget process. Excellent communication, collaboration, problem solving skills and critical thinking ability as well as significant capital and operating budget development and monitoring experience are ideal. Ability to work effectively with coworkers and executive management both within the Department and with other departments is essential. At times of peak budget activity, some overtime hours may be required. Typical duties include, but are not limited to: - Develop and monitor Capital Budget and Capital Improvement Program. - Research and analyze data. - Prepare and provide oral and written reports to and assist project managers with tracking of appropriation expenditures and balances. - Contract management (fiscal responsibilities), including: review/approval of invoices; review/approval of contract change orders; review and approval of task orders; ensure encumbrance balances and adjustments. - Edit City Council memos. - Meeting presentations. - Close interaction with Airport Department Finance Division and other divisions as necessary, Public Works Department and the City Budget Office. Desirable Qualifications The ideal candidate possesses the most desirable combination of training, skills, and experience, as demonstrated in past and current employment history. Desirable experience, knowledge and skills for this position include: - Knowledge of and strong experience in the City's financing, budgeting, and accounting practices - Ability to research/analyze data and prepare reports and recommendations. - Knowledge of and strong experience in the City's Financial Management System (FMS), including the analysis of on-line information, report generating, cash/journal voucher preparation. - Ability to present oneself clearly and concisely, both orally and in written documents. - Knowledge of contract administration, including invoice payment, change order and task order processing, and encumbrance adjustment. - Detail oriented and the ability to handle multiple tasks. - Ability to use automated data processing applications to compile and analyze data and present information - Possession of very strong organizational skills - Ability to work well with others in a collaborative team setting. DUTY NO. TYPICAL CLASS ESSENTIAL DUTIES : (These duties and estimated frequency are a representative sample; position assignments may vary depending on the business needs of the department.) Duties may include, but are not limited to, the following: FREQUENCY* 1. Gathers, organizes, and analyzes data relating to specific assignments which require research from which conclusions can be drawn; prepares analyses and reports with recommendations/options; explains report recommendations and conclusions to customers. Daily 2. Obtains data and other information from operating departments through use of questionnaires, personal visit, and otherwise as indicated; assembles, arrays, processes, and analyzes data; prepares studies and reports as indicated; and proposes or suggests appropriate action to supervisor/management. Daily 3. Confers with departmental management and others on administrative problems; gathers and analyzes facts about departmental organization, staffing, and work load; evaluates and prepares recommendations on departmental requests for program changes; provides for and assists in the installation of improved systems or organization; and prepares and revises policy and procedures manuals and instructional materials. Daily 4. May assist in training less experienced professional staff in work methods and procedures. Acts as a lead/subject matter expert with newer staff who frequently ask questions or ask for direction pertaining to past/best practices. Daily 5. Supervises clerical or technical personnel in administrative support functions as assigned. May provide lead direction and training to support staff by assigning, reviewing and providing feedback on tasks. Daily 6. As assigned, provides highly tec
hnical support in determining the organization, administration, operations, and functions of an operating department or division by developing the organizational unit, identifying lines of authority and supervisory responsibility, and recommending on the number and organizational assignments for all authorized positions in the department. Daily 7. As assigned, provides professional support within an assigned human resources program area such as recruitment, selection, classification, compensation, workers compensation, and training; coordinates program services internally and externally, performing administrative and technical tasks to deliver program services. Daily 8. As assigned, investigates and attempts to resolve customer complaints and/or inquires. Daily 9. As assigned, participates with groups in analyzing and evaluating community conditions and needs; offers guidance and counsel in the establishment of goals and techniques of achievement. Daily 10. As assigned, provides support to the City's and department's budget process; reviews budget requests; summarizes findings; assembles and analyzes data; proposes or suggests appropriate actions including reallocation of resources; works with operating departments to facilitate budget proposal preparation and execution of adopted budgets. Daily 11. As assigned, provides professional support within a department's fiscal program; reviews and prepares accounting transactions such as journal vouchers, encumbrance reviews, liquidations, and billings and receivables. May respond to internal and/or external auditors' questions and/or requests as needed. Assists project managers with processing special payroll requests. Assists in, and/or prepares and distributes a variety of fiscal reports and documents. Daily 12. As assigned performs grant sourcing, fiscal oversight and administrative tasks; reviews grant proposals and, working both internally and externally, develops applications and work/implementation plans for grant projects; designs and maintains an individual monitoring system for each grant project; participates in the development of grant contracts; negotiates scope, goals, outcome measures and schedules; prepares draft contracts and supporting documentation; monitors grant activities to ensure they remain in scope with terms and conditions for the grant; tracks grant spending to ensure that funds are expended within the grant terms and conditions; prepares and distributes reports on grant operations and activities. Daily 13. Performs other related duties as assigned. As Required *Frequency defined as Daily/Several Times, Daily, Weekly, Intermittent, or As Required Education and Experience Analyst I A Bachelor's Degree from an accredited college or university. Analyst II A Bachelor's Degree from an accredited college or university AND two (2) years of increasingly responsible professional staff analytic or administrative experience conducting studies, organizing and analyzing data, and preparing reports, recommendations, or conclusions for a functional area in budget, finance, grant administration, organizational analysis, general administration, or human resources. Acceptable Substitution Additional years of experience in a position comparable to the Staff Specialist with the City of San José in areas such as budget, finance, grant administration, organizational analysis, general administration or human resources may be substituted for the education requirement on a year for year basis. (Incumbents may be required to have different combinations of the listed qualifications, or more specific job-related qualifications depending on the position.) Basic Competencies (Needed at entry into the job in order to perform the essential duties.) Job Expertise - Demonstrates knowledge of and experience with applicable professional/technical principles and practices, Citywide and departmental procedures/policies and federal and state rules and regulations. Communication Skills - Effectively conveys information and expresses thoughts and facts clearly, orally and in writing; demonstrates effective use of listening skills and displays openness to other people's ideas and thoughts . Computer Skills - Experienced with common business computer applications including but not limited to: MS Outlook, MS Word, MS PowerPoint, MS Access, and MS Excel. Teamwork & Interpersonal Skills - Develops effective relationships with co-workers and supervisors by helping others accomplish tasks and using collaboration and conflict resolution skills. Analytical Thinking - Approaching a problem or situation by using a logical, systematic, sequential approach. Collaboration - Develops networks and builds alliances; engages in cross-functional activities. Continuous Improvement - Actively identifies new areas for learning and regularly creates and takes advantage of learning opportunities. Customer Service - Demonstrates the ability to anticipate customers' needs and deliver services effectively and efficiently using professional demeanor. Decision Making - Identifies and understands issues, problems, and opportunities; uses effective approaches for choosing a course of action or developing appropriate solutions. Fiscal Management - Understands the relationship of the budget and resources to the strategic plan; complies with administrative controls over funds, contracts, and procurements. Flexibility - Makes effective decisions and achieves desired results in the midst of major changes in responsibilities, work processes, timeframes, performance expectations, organizational culture, or work environment. Problem Solving - Approaches a situation or problem by defining the problem or issue; determines the significance of problem; collects information; uses logic and intuition to arrive at decisions or solutions to problems that achieve the desired outcome. Reliability - Completes quality work assignments in a timely and efficient manner; fulfills responsibilities and maintains confidentiality as appropriate. Employment Eligibility Federal law requires all employees to provide verification of their eligibility to work in this country. Please be informed that the City of San José will NOT sponsor, represent or sign any documents related to visa applications/transfers for H1-B or any other type of visa which requires an employer application. Candidates are required to satisfactorily complete and pass a fingerprint based Criminal History Records Check prior to being considered for a position in this class at the Airport. This Airport position requires a background check and a Transportation Security Administration (TSA) check. The candidate must be fingerprinted and qualify under all applicable TSA and Airport regulations. Selection Process To apply, please complete an application via the City of San José's website at www.sanjoseca.gov/citycareers . The final filing date for this job announcement is at 11:59 p.m. on Monday, April 29, 2024. The selection process will consist of an evaluation of the applicant's training and experience based on the application and responses to the Job Specific Questions. You must answer all job-specific questions in order to be conside
red for this vacancy or your application will be deemed incomplete and withheld from further consideration. Only the candidates whose backgrounds best match the position will be invited to proceed in the selection process. Additional phases of the selection process will consist of one or more interviews. You must answer all job-specific questions in order to be considered for this vacancy or your application will be deemed incomplete and withheld from further consideration. Additional Information This recruitment may be used to fill multiple positions in this, or other divisions or departments. If you are interested in employment in this classification, you should apply to ensure you are considered for additional opportunities that may utilize the applicants from this recruitment. If you have questions about the duties of these positions, the selection or hiring processes, please contact Tessa Elkins at telkins@sjc.org. Please note that applications are currently not accepted through CalOpps or any other third party job board application system. To apply, applicants must complete an application via the City of San José s website at www.sanjoseca.gov/citycareers . If your online application was successfully submitted, you will receive an automatic confirmation email to the email address you provided. IF YOU DO NOT RECEIVE THE CONFIRMATION, please email CityCareers@sanjoseca.gov and we will research the status of your application. Please contact Human Resources at (408) 535-1285, or Human.Resources@sanjoseca.gov if you have any questions.
WAKE COUNTY, NC
Raleigh, North Carolina, United States
What You'll Be Doing Budget and Management Services is pleased to advertise a Budget and Management Senior Analyst (or Analyst) position within our office. This position has the flexibility to occasionally work remotely. The Budget and Management Analyst will collaborate with departments to develop, evaluate, and analyze county operating and capital budgets, lead and serve on county-wide special projects and help effectively communicate information throughout the organization. Analyst will provide consultation, technical assistance and coordination in the preparation and execution of the budgets. Budget and Management Services seeks motivated and talented professionals to join its team. Wake County is consistently rated as one of the best places to live and work in America. The county offers a comprehensive benefit package as well as other programs, resources, policies and practices that integrate work/life strategies. Duties and Responsibilities: Manage portfolio of assignments to include operating departments, capital programs, special revenue, enterprise funds and office functional leads Assist in the development of the county's annual operating and capital budgets Manipulate data and develop a command of the Financial, Budgeting and Human Resources ERP system and other systems Evaluate funding and program request, develop alternatives in collaboration with department staff and recommend approaches Develop revenue and expenditure projections and use budget software to capture and evaluate requests Monitor budgets throughout the fiscal year working with county departments, outside agencies, etc., to ensure that funds are used in accordance with established goals, guidelines and strategies Review and execute budget adjustments, contract approvals and position authorization actions Provide management consulting and analysis services to the County Manager’s Office and County departments Assist departments to achieve their stated goals and objectives by providing programmatic counsel and analytical support Serve on RFP development committees, master planning and county-wide policy planning among others Work with Budget team to draft budget message, publications and other products Leads or provides staff support to investigate and research county-wide issues- conducts special projects NOTE: This vacancy may be filled as either a Senior Budget & Management Analyst, Budget & Management Analyst or a Budget & Management Analyst Associate based on the applicant pool. Senior Budget & Management Analyst requires a Bachelor's degree and four years of experience in financial, budgeting, management or policy analysis. A Masters degree in Public Administration, Public Policy, or related may be substituted for two years of experience. Hiring range is $72,051-$129,698 Market Range: $72,051-$129,698 Budget & Management Analyst requires a Bachelor's degree and two years of experience in financial, budgeting, management, or policy analysis. A Masters degree in Public Administration, Public Policy, or related may be substituted for experience. Hiring range is $64,971 - $87,712 Market Range: $64,971-$110,454 Budget & Management Analyst Associate requires a Bachelor’s degree and accepted to or currently pursuing a Masters of Public Administration, Masters of Public Policy, or Masters of Business Administration program. Hiring rate for the Budget & Management Analyst Associate opportunity starts at $53,695. About Our Team Wake County Budget and Management Services values leadership, collaboration, innovation, adaptability, accountability, and curiosity. Our team members are our most valuable asset, and we treat them as such with competitive salaries, leadership opportunities, and investment in professional development. Budget and Management Services has the responsibility of providing accurate, timely, and well-researched information and guidance to the Board of Commissioners and the County Manager resulting in the annual budget for all Wake County Government services. Also, staff advise departments of their financial condition and respond to budget, performance, policy, and program evaluation requests. Our team’s hard work and dedication paid off this past June, when the Wake County Board of Commissioners adopted a $2.5 billion budget for Fiscal Year 2024, which runs from July 1, 2023 to June 30, 2024. The budget not only addresses needs for the citizens of Wake County, it also supports the employees who work every day to make Wake County the home of the best cities to live, work, and play. The Basics (Required Education and Experience) Bachelor's degree in Business Administration, Public Administration, Finance or related field Two years of experience in finance, budgeting, policy or management analysis Equivalent education and experience are accepted Beyond the Basics (Preferred Education and Experience) Master’s degree in Public Administration, Public Policy or Business Administration Two years of experience working as a Budget or Management Analyst in a centralized local, state or federal government budget or finance department in a City or County Manager’s Office How Will We Know You're 'The One'? Ability to examine data to grasp issues, draw conclusions, and solve problems Ability to monitor work, information, plans, and organizes time and resources efficiently Ability to develop realistic and effective solutions to problems through making sound, evidence-based decisions without exceeding level of authority Ability to establish and maintain effective and collaborative internal and external relationships while maintaining flexibility and responding positively to change Ability to demonstrate effective oral and written communication skills Set effective agendas, conduct, and participate effectively in meetings Ability to serve as a liaison concerning budget revisions and adjustments by fully analyzing the business case behind requests and assessing implications before recommending solutions About This Position Location: Justice Center Raleigh, NC 27601 Employment Type: Regular Work Schedule: Mon - Fri 8:30am - 5:30pm Occasional work outside of normal business hours Hiring Range: Senior Budget & Management Analyst 72,051-129,698; Budget & Management Analyst 64,971-87,712 Market Range: 64,971.00 - 110,454.00 Posting Closing Date: 7:00 pm on 5/14/2024 What Makes Wake Great Home to the State Capital, Wake County is one of the fastest growing areas in the nation and the most populous county in the state, with more than 1.1 million residents. The County has received national and international rankings and accolades from publications such as Money, Fortune, and Time magazines as being one of the best places to live, work and play. The central location of the County allows for a short drive to the spectacular mountains or coast. Wake County Government is governed by a seven-member Board of Commissioners, who are elected at-large to serve two-year terms. Wake County Government has a general operating budget of $1.874 billion, employs over 4400 employees, experiences minimal turnover, and is an award-winning leader in wellness and technology initiatives; such as offering employees and covered spouses free access to the Employee Health Center. Wake County Government offers a wide range of training and development opportunities, a stable career in public service with a balance of work and family life, flexible work schedules and a competitive salary and benefits package. Equal Opportunity Statement Wake County provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. Background Check Statement Position may require a background check that may include: criminal, credit, motor vehicle, education, and sexual offender registry or others based on job requirements. Unless required by state law, a record of conviction will not automatically exclude you from consideration for employment. Wake County Government is an Equal Opportunity Employer. Emergency Service Worker Statement In the event of an emergency, as determined by the County Manager or designee, participation in preparedness and response operations should be expected. Employee may be required to fill a temporary assignment in a role different from standard duties, work hours and/or work location in preparation for, during and after the emergency. Employee may also be required to participate in relevant exercises and regular preparedness training.
May 01, 2024
What You'll Be Doing Budget and Management Services is pleased to advertise a Budget and Management Senior Analyst (or Analyst) position within our office. This position has the flexibility to occasionally work remotely. The Budget and Management Analyst will collaborate with departments to develop, evaluate, and analyze county operating and capital budgets, lead and serve on county-wide special projects and help effectively communicate information throughout the organization. Analyst will provide consultation, technical assistance and coordination in the preparation and execution of the budgets. Budget and Management Services seeks motivated and talented professionals to join its team. Wake County is consistently rated as one of the best places to live and work in America. The county offers a comprehensive benefit package as well as other programs, resources, policies and practices that integrate work/life strategies. Duties and Responsibilities: Manage portfolio of assignments to include operating departments, capital programs, special revenue, enterprise funds and office functional leads Assist in the development of the county's annual operating and capital budgets Manipulate data and develop a command of the Financial, Budgeting and Human Resources ERP system and other systems Evaluate funding and program request, develop alternatives in collaboration with department staff and recommend approaches Develop revenue and expenditure projections and use budget software to capture and evaluate requests Monitor budgets throughout the fiscal year working with county departments, outside agencies, etc., to ensure that funds are used in accordance with established goals, guidelines and strategies Review and execute budget adjustments, contract approvals and position authorization actions Provide management consulting and analysis services to the County Manager’s Office and County departments Assist departments to achieve their stated goals and objectives by providing programmatic counsel and analytical support Serve on RFP development committees, master planning and county-wide policy planning among others Work with Budget team to draft budget message, publications and other products Leads or provides staff support to investigate and research county-wide issues- conducts special projects NOTE: This vacancy may be filled as either a Senior Budget & Management Analyst, Budget & Management Analyst or a Budget & Management Analyst Associate based on the applicant pool. Senior Budget & Management Analyst requires a Bachelor's degree and four years of experience in financial, budgeting, management or policy analysis. A Masters degree in Public Administration, Public Policy, or related may be substituted for two years of experience. Hiring range is $72,051-$129,698 Market Range: $72,051-$129,698 Budget & Management Analyst requires a Bachelor's degree and two years of experience in financial, budgeting, management, or policy analysis. A Masters degree in Public Administration, Public Policy, or related may be substituted for experience. Hiring range is $64,971 - $87,712 Market Range: $64,971-$110,454 Budget & Management Analyst Associate requires a Bachelor’s degree and accepted to or currently pursuing a Masters of Public Administration, Masters of Public Policy, or Masters of Business Administration program. Hiring rate for the Budget & Management Analyst Associate opportunity starts at $53,695. About Our Team Wake County Budget and Management Services values leadership, collaboration, innovation, adaptability, accountability, and curiosity. Our team members are our most valuable asset, and we treat them as such with competitive salaries, leadership opportunities, and investment in professional development. Budget and Management Services has the responsibility of providing accurate, timely, and well-researched information and guidance to the Board of Commissioners and the County Manager resulting in the annual budget for all Wake County Government services. Also, staff advise departments of their financial condition and respond to budget, performance, policy, and program evaluation requests. Our team’s hard work and dedication paid off this past June, when the Wake County Board of Commissioners adopted a $2.5 billion budget for Fiscal Year 2024, which runs from July 1, 2023 to June 30, 2024. The budget not only addresses needs for the citizens of Wake County, it also supports the employees who work every day to make Wake County the home of the best cities to live, work, and play. The Basics (Required Education and Experience) Bachelor's degree in Business Administration, Public Administration, Finance or related field Two years of experience in finance, budgeting, policy or management analysis Equivalent education and experience are accepted Beyond the Basics (Preferred Education and Experience) Master’s degree in Public Administration, Public Policy or Business Administration Two years of experience working as a Budget or Management Analyst in a centralized local, state or federal government budget or finance department in a City or County Manager’s Office How Will We Know You're 'The One'? Ability to examine data to grasp issues, draw conclusions, and solve problems Ability to monitor work, information, plans, and organizes time and resources efficiently Ability to develop realistic and effective solutions to problems through making sound, evidence-based decisions without exceeding level of authority Ability to establish and maintain effective and collaborative internal and external relationships while maintaining flexibility and responding positively to change Ability to demonstrate effective oral and written communication skills Set effective agendas, conduct, and participate effectively in meetings Ability to serve as a liaison concerning budget revisions and adjustments by fully analyzing the business case behind requests and assessing implications before recommending solutions About This Position Location: Justice Center Raleigh, NC 27601 Employment Type: Regular Work Schedule: Mon - Fri 8:30am - 5:30pm Occasional work outside of normal business hours Hiring Range: Senior Budget & Management Analyst 72,051-129,698; Budget & Management Analyst 64,971-87,712 Market Range: 64,971.00 - 110,454.00 Posting Closing Date: 7:00 pm on 5/14/2024 What Makes Wake Great Home to the State Capital, Wake County is one of the fastest growing areas in the nation and the most populous county in the state, with more than 1.1 million residents. The County has received national and international rankings and accolades from publications such as Money, Fortune, and Time magazines as being one of the best places to live, work and play. The central location of the County allows for a short drive to the spectacular mountains or coast. Wake County Government is governed by a seven-member Board of Commissioners, who are elected at-large to serve two-year terms. Wake County Government has a general operating budget of $1.874 billion, employs over 4400 employees, experiences minimal turnover, and is an award-winning leader in wellness and technology initiatives; such as offering employees and covered spouses free access to the Employee Health Center. Wake County Government offers a wide range of training and development opportunities, a stable career in public service with a balance of work and family life, flexible work schedules and a competitive salary and benefits package. Equal Opportunity Statement Wake County provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. Background Check Statement Position may require a background check that may include: criminal, credit, motor vehicle, education, and sexual offender registry or others based on job requirements. Unless required by state law, a record of conviction will not automatically exclude you from consideration for employment. Wake County Government is an Equal Opportunity Employer. Emergency Service Worker Statement In the event of an emergency, as determined by the County Manager or designee, participation in preparedness and response operations should be expected. Employee may be required to fill a temporary assignment in a role different from standard duties, work hours and/or work location in preparation for, during and after the emergency. Employee may also be required to participate in relevant exercises and regular preparedness training.
Cal State University (CSU) East Bay
25800 Carlos Bee Boulevard, Hayward, CA 94542, USA
Salary and Benefits PLEASE NOTE: The starting salary placement depends on qualifications and experience and is anticipated to be in the range of $3,518.00 per month to $6,791.00 per month. Cal State East Bay offers a broad range of benefits that includes medical, dental, vision, retirement (CalPERS), 401k, 457, 403(b), dependent and health care reimbursement accounts, life insurance, vacation and sick, 14 paid holidays, one personal holiday and tuition fee waiver. For more information on the benefits program, please visit our benefits website. The CSU Total Compensation Calculator demonstrates the significance of our benefits package. This position may be eligible to participate in the Cal State East Bay hybrid telecommute program subject to management approval. Classification Administrative Analyst/Specialist - Exempt II About Cal State East Bay Cal State East Bay's beautiful main campus is located in the Hayward hills with panoramic views of the San Francisco Bay shoreline. Situated above the city of Hayward, the campus offers an ideal setting for teaching and learning and yet easy access to the many cities along the bay. The University has a satellite campus in Concord, a professional development center in Oakland and a significant presence online. Founded in 1957, Cal State East Bay is one of 23 universities of the California State University system (CSU). Cal State East Bay is recognized as a regionally engaged and globally oriented university with a strong commitment to academic innovation, student success, engaged and service learning, diversity, and sustainability. About the Position Under the supervision of the Director of Business Operations and Development, the Budget Analyst is responsible for technical and analytical budget analyses and related work required to administer the Facilities Development & Operations (FD&O) budget of over $11 million and the utility budget of $7 million. Responsibilities include but are not limited to: the development of annual and mid-year budgets and reporting, processing budget transfer requests, tracking purchase orders, and processing invoices and check requests. This position provides financial oversight and recommendations to the Director of Business Operations and FD&O Management regarding FD&O operational budgets and expenditures. The Budget Analyst coordinates the budgets to monitor, track, and verify funding sources and account numbers, validate expenses with project and service managers, and facilitate various budget logistics. This position provides complete monthly, quarterly, and yearly reports for budget review and customized reports as requested. Responsibilities Department Budget and Expenditure Coordination: Monitor all expenditures on a weekly basis to ensure they are accurately recorded, appropriate, and to ensure they do not exceed budgeted amounts. Work collaboratively with Financial Services departments on reconciling budget and expense transfers. Participate in the monthly FD&O update meeting to review and provide an overview of budget and expenditures. Meet monthly with individual managers to review expenditure trends and budget updates. Reconcile budget at year-end to ensure all entries are appropriate, accurate, and posted in the correct accounts. Work with managers to coordinate, prepare, and update their respective service unit budgets for semi-annual and annual submissions. Provide recommendations on budget and forecasting to support management decisions and department needs. Coordinate the submissions of quarterly budget reports and presentations to Financial Services. Assist the Business Operations Director with budget analysis and forecasting reports. Assist Business Operations in coordinating quarterly budget review meetings with Financial Services. Work with general accounting during the fiscal year-end close process to ensure that actual expenditures and encumbered amounts are reflected appropriately. Regularly review and analyze open purchase orders and request fund transfers as necessary. Anticipate pending invoices and change requests, keeping funds on budget. Recommend necessary budget augmentation requests to ensure there is adequate project funding. Invoice and Overtime Processing: Process the department’s accounting transactions and payments to ensure transactions are posted accurately to account numbers, properly recorded, documented, and monitored throughout the fiscal budget year. Ensure labor and overtime hours from services, calls, and projects are accurately recorded and funds transferred accordingly. Process approved invoice payments to ensure the department complies with payment terms. Process budget and expense transfers and ensure transactions are completed within the fiscal budget year. Collaborate with Planning Design and Construction (PDC) and the WorkFlow to capture all labor overtime and ensure accurate expense transfer of charges. Process check requests as needed. Procurement Coordination: Work with FD&O managers to compile and create requisitions for FD&O annual service contracts and coordinate with Procurement to ensure that purchase orders are in place before the start of the fiscal year. Collect all required scope of work, vendor data records, and certificate of insurance from assigned managers and submit requisitions. Work with vendors to ensure that all quotes, scopes, rate sheets, and certificates of insurance are accurate and up to date. Work with the Procurement Office to ensure requisitions, change order requests, contract change orders, and contract adjustments are properly prepared, approved, and processed with appropriate supporting documents. Financial Reporting: Provide direction and support to managers on financial reporting and data, control and manage their budgets and expenses, and fulfill budgetary requirements. Work cooperatively with managers, accounting staff, procurement personnel, and other university staff to provide information and to create reports for state agencies. Prepare monthly financial tracking reports for purchase orders and overtime expenditures. Provide a monthly review of operations and maintenance expenditures to ensure expenses are properly reported and charged to the correct account numbers and tracked. Manage and Analyze Financial Data: Provide budget coordination support to Planning Design and Construction for capital and deferred maintenance projects. Assign appropriate project codes, prepare Chartfield Request Form, initiate and prepare project-related requisitions, and coordinate with the Procurement Office. Process invoices and change requests, keeping project funding budget availability on target. Work with the Procurement Office to ensure REQs, CR (Change Requests), CRO (Change Request Orders), CCO (Contract Change Orders), and contract adjustments are properly prepared, approved, and processed with appropriate supporting documents. Other duties as assigned: Provide administrative support as needed to cover absences in Business Operations. Minimum Qualifications 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. General knowledge and skills in the applicable administrative and/or program field with a foundational knowledge of public administration principles, practices, and methods. Extensive and in-depth knowledge of and ability to apply expertise in the advanced theories, principles, methods and practices associated with the functional specialty, program, and/or organizational unit, including applicable internal policies and procedures and pertinent laws and regulations. Laws and regulations are highly complex and require substantial judgment and discretion in interpreting and applying them to the specialty or program area. Incumbents at this level often may have certification in a specialty area. Substantial and broad knowledge of public and private entities including their organizational and operating structures, internal systems, and functional areas, as well as the impact of critical external entities on an organization. Ability to integrate and apply this knowledge to anticipate problems and assess the impact of proposed solutions on various organizational areas. 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. Ability to effectively use applicable information systems and applications in analysis, research, and reporting activities and projects. 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. Required Qualifications Experience in the field of accounting, budgeting, and/or data management. Knowledge and understanding of applicable budgeting policies and procedures regarding department operating budget, funding sources, and expenditure tracking. Working knowledge of and ability to apply standard theories, principles, practices, and techniques to develop department budgets. Working knowledge of operational and fiscal analysis and techniques. Demonstrated sound analytical skills and the ability to work independently. Demonstrated verbal and written communication skills. Ability to interact and collaborate effectively and professionally within a diverse group of executives, managers, and subject matter experts. Ability to provide financial analytical support as needed to support decisions. Ability to perform advanced arithmetic functions. Ability to collect, evaluate, and interpret fiscal data from PeopleSoft and develop sound conclusions and recommendations. Ability to effectively interpret, organize, and present information and ideas in written or presentation form. Ability to train others on new skills and procedures and provide work direction. Ability to take initiative and independently plan, organize, coordinate, and perform work in various situations involving numerous and diverse demands. Ability to track assigned task status and report the status of assignments to the supervisor. Ability to access and produce project-related financial reports from PeopleSoft. Ability to use standard office equipment. Special Conditions Some duties may require working after normal business, including weekends to meet the project schedule requirements. Some off-site travels to attend meetings, conferences and training programs. Condition(s) of Employment Satisfactory completion of a background check (including LiveScan, as appropriate), that may include, but is not limited to: criminal records check, verification of academic credentials, licenses, certificates, credit history, professional references and/or verification of work history is required for employment. Cal State East Bay will issue a conditional offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Unsatisfactory results may also affect the continued employment of current Cal State East Bay employees who were conditionally offered the position. All background checks are conducted through the university's third party vendor, Accurate. LiveScan is conducted through the University Police Department. EEO Statement As an Equal Opportunity Employer, Cal State East Bay does not discriminate on the basis of any protected categories: age, ancestry, citizenship, color, disability, gender, immigration status, marital status, national origin, race, religion, sexual orientation, or veteran's status. The University is committed to the principles of diversity in employment and to creating a stimulating learning environment for its diverse student body. Other Information All California State University campuses, including Cal State East Bay, are smoke and tobacco-free. For more information, please visit our website here. In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, the Cal State East Bay Annual Campus Security Report is available here. Sponsorship Cal State East Bay is not a sponsoring agency for Staff or Management positions and we are not an E-Verify employer. Mandated Reporter The person holding this position is 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 Revised July 21, 2017 as a condition of employment. Advertised: Feb 02 2024 Pacific Standard Time Applications close: Jun 02 2024 Pacific Daylight Time Closing Date/Time:
Mar 07, 2024
Salary and Benefits PLEASE NOTE: The starting salary placement depends on qualifications and experience and is anticipated to be in the range of $3,518.00 per month to $6,791.00 per month. Cal State East Bay offers a broad range of benefits that includes medical, dental, vision, retirement (CalPERS), 401k, 457, 403(b), dependent and health care reimbursement accounts, life insurance, vacation and sick, 14 paid holidays, one personal holiday and tuition fee waiver. For more information on the benefits program, please visit our benefits website. The CSU Total Compensation Calculator demonstrates the significance of our benefits package. This position may be eligible to participate in the Cal State East Bay hybrid telecommute program subject to management approval. Classification Administrative Analyst/Specialist - Exempt II About Cal State East Bay Cal State East Bay's beautiful main campus is located in the Hayward hills with panoramic views of the San Francisco Bay shoreline. Situated above the city of Hayward, the campus offers an ideal setting for teaching and learning and yet easy access to the many cities along the bay. The University has a satellite campus in Concord, a professional development center in Oakland and a significant presence online. Founded in 1957, Cal State East Bay is one of 23 universities of the California State University system (CSU). Cal State East Bay is recognized as a regionally engaged and globally oriented university with a strong commitment to academic innovation, student success, engaged and service learning, diversity, and sustainability. About the Position Under the supervision of the Director of Business Operations and Development, the Budget Analyst is responsible for technical and analytical budget analyses and related work required to administer the Facilities Development & Operations (FD&O) budget of over $11 million and the utility budget of $7 million. Responsibilities include but are not limited to: the development of annual and mid-year budgets and reporting, processing budget transfer requests, tracking purchase orders, and processing invoices and check requests. This position provides financial oversight and recommendations to the Director of Business Operations and FD&O Management regarding FD&O operational budgets and expenditures. The Budget Analyst coordinates the budgets to monitor, track, and verify funding sources and account numbers, validate expenses with project and service managers, and facilitate various budget logistics. This position provides complete monthly, quarterly, and yearly reports for budget review and customized reports as requested. Responsibilities Department Budget and Expenditure Coordination: Monitor all expenditures on a weekly basis to ensure they are accurately recorded, appropriate, and to ensure they do not exceed budgeted amounts. Work collaboratively with Financial Services departments on reconciling budget and expense transfers. Participate in the monthly FD&O update meeting to review and provide an overview of budget and expenditures. Meet monthly with individual managers to review expenditure trends and budget updates. Reconcile budget at year-end to ensure all entries are appropriate, accurate, and posted in the correct accounts. Work with managers to coordinate, prepare, and update their respective service unit budgets for semi-annual and annual submissions. Provide recommendations on budget and forecasting to support management decisions and department needs. Coordinate the submissions of quarterly budget reports and presentations to Financial Services. Assist the Business Operations Director with budget analysis and forecasting reports. Assist Business Operations in coordinating quarterly budget review meetings with Financial Services. Work with general accounting during the fiscal year-end close process to ensure that actual expenditures and encumbered amounts are reflected appropriately. Regularly review and analyze open purchase orders and request fund transfers as necessary. Anticipate pending invoices and change requests, keeping funds on budget. Recommend necessary budget augmentation requests to ensure there is adequate project funding. Invoice and Overtime Processing: Process the department’s accounting transactions and payments to ensure transactions are posted accurately to account numbers, properly recorded, documented, and monitored throughout the fiscal budget year. Ensure labor and overtime hours from services, calls, and projects are accurately recorded and funds transferred accordingly. Process approved invoice payments to ensure the department complies with payment terms. Process budget and expense transfers and ensure transactions are completed within the fiscal budget year. Collaborate with Planning Design and Construction (PDC) and the WorkFlow to capture all labor overtime and ensure accurate expense transfer of charges. Process check requests as needed. Procurement Coordination: Work with FD&O managers to compile and create requisitions for FD&O annual service contracts and coordinate with Procurement to ensure that purchase orders are in place before the start of the fiscal year. Collect all required scope of work, vendor data records, and certificate of insurance from assigned managers and submit requisitions. Work with vendors to ensure that all quotes, scopes, rate sheets, and certificates of insurance are accurate and up to date. Work with the Procurement Office to ensure requisitions, change order requests, contract change orders, and contract adjustments are properly prepared, approved, and processed with appropriate supporting documents. Financial Reporting: Provide direction and support to managers on financial reporting and data, control and manage their budgets and expenses, and fulfill budgetary requirements. Work cooperatively with managers, accounting staff, procurement personnel, and other university staff to provide information and to create reports for state agencies. Prepare monthly financial tracking reports for purchase orders and overtime expenditures. Provide a monthly review of operations and maintenance expenditures to ensure expenses are properly reported and charged to the correct account numbers and tracked. Manage and Analyze Financial Data: Provide budget coordination support to Planning Design and Construction for capital and deferred maintenance projects. Assign appropriate project codes, prepare Chartfield Request Form, initiate and prepare project-related requisitions, and coordinate with the Procurement Office. Process invoices and change requests, keeping project funding budget availability on target. Work with the Procurement Office to ensure REQs, CR (Change Requests), CRO (Change Request Orders), CCO (Contract Change Orders), and contract adjustments are properly prepared, approved, and processed with appropriate supporting documents. Other duties as assigned: Provide administrative support as needed to cover absences in Business Operations. Minimum Qualifications 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. General knowledge and skills in the applicable administrative and/or program field with a foundational knowledge of public administration principles, practices, and methods. Extensive and in-depth knowledge of and ability to apply expertise in the advanced theories, principles, methods and practices associated with the functional specialty, program, and/or organizational unit, including applicable internal policies and procedures and pertinent laws and regulations. Laws and regulations are highly complex and require substantial judgment and discretion in interpreting and applying them to the specialty or program area. Incumbents at this level often may have certification in a specialty area. Substantial and broad knowledge of public and private entities including their organizational and operating structures, internal systems, and functional areas, as well as the impact of critical external entities on an organization. Ability to integrate and apply this knowledge to anticipate problems and assess the impact of proposed solutions on various organizational areas. 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. Ability to effectively use applicable information systems and applications in analysis, research, and reporting activities and projects. 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. Required Qualifications Experience in the field of accounting, budgeting, and/or data management. Knowledge and understanding of applicable budgeting policies and procedures regarding department operating budget, funding sources, and expenditure tracking. Working knowledge of and ability to apply standard theories, principles, practices, and techniques to develop department budgets. Working knowledge of operational and fiscal analysis and techniques. Demonstrated sound analytical skills and the ability to work independently. Demonstrated verbal and written communication skills. Ability to interact and collaborate effectively and professionally within a diverse group of executives, managers, and subject matter experts. Ability to provide financial analytical support as needed to support decisions. Ability to perform advanced arithmetic functions. Ability to collect, evaluate, and interpret fiscal data from PeopleSoft and develop sound conclusions and recommendations. Ability to effectively interpret, organize, and present information and ideas in written or presentation form. Ability to train others on new skills and procedures and provide work direction. Ability to take initiative and independently plan, organize, coordinate, and perform work in various situations involving numerous and diverse demands. Ability to track assigned task status and report the status of assignments to the supervisor. Ability to access and produce project-related financial reports from PeopleSoft. Ability to use standard office equipment. Special Conditions Some duties may require working after normal business, including weekends to meet the project schedule requirements. Some off-site travels to attend meetings, conferences and training programs. Condition(s) of Employment Satisfactory completion of a background check (including LiveScan, as appropriate), that may include, but is not limited to: criminal records check, verification of academic credentials, licenses, certificates, credit history, professional references and/or verification of work history is required for employment. Cal State East Bay will issue a conditional offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Unsatisfactory results may also affect the continued employment of current Cal State East Bay employees who were conditionally offered the position. All background checks are conducted through the university's third party vendor, Accurate. LiveScan is conducted through the University Police Department. EEO Statement As an Equal Opportunity Employer, Cal State East Bay does not discriminate on the basis of any protected categories: age, ancestry, citizenship, color, disability, gender, immigration status, marital status, national origin, race, religion, sexual orientation, or veteran's status. The University is committed to the principles of diversity in employment and to creating a stimulating learning environment for its diverse student body. Other Information All California State University campuses, including Cal State East Bay, are smoke and tobacco-free. For more information, please visit our website here. In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, the Cal State East Bay Annual Campus Security Report is available here. Sponsorship Cal State East Bay is not a sponsoring agency for Staff or Management positions and we are not an E-Verify employer. Mandated Reporter The person holding this position is 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 Revised July 21, 2017 as a condition of employment. Advertised: Feb 02 2024 Pacific Standard Time Applications close: Jun 02 2024 Pacific Daylight Time Closing Date/Time:
City of Sacramento, CA
Sacramento, California, United States
THE POSITION With supervisor approval, incumbents may be eligible for intermittent remote work; however, they must physically reside within the Sacramento region or have the ability to regularly report to a City of Sacramento physical worksite with little notice. Are you passionate about fiscal responsibility and regulatory compliance in emerging industries? We are excited to announce two vacancies within our team at the City Auditor's Office. We are seeking dynamic individuals to join us as Senior Fiscal Policy Analysts, one specializing in cannabis compliance and the other focusing on general auditing and analysis within our Research and Analysis division. IDEAL CANDIDATE STATEMENT We are seeking dynamic individuals to join us as Senior Fiscal Policy Analysts, one specializing in cannabis compliance and the other focusing on general fiscal policy analysis within our Research and Analysis division. The ideal candidates will have experience in conducting performance audits in accordance with generally accepted government auditing standards. To perform independent analysis and review of budget and policy issues and develops options and recommendations to address these issues. Responsibilities include comprehensive review and analysis of proposed budgetary and legislative matters. Conducts financial, operational, and program audits and investigations to determine compliance with prevailing laws and regulations; identifies opportunities to strengthen internal controls. Responds to City Council requests for information and analysis of the City's budget and programs, conducts independent fiscal and policy research, studies, and reports on issues of importance to the City. Work must be solution-oriented and performed in a timely manner. DISTINGUISHING CHARACTERISTICS Fiscal Policy Analyst The Fiscal Policy Analyst is a journey level classification in the professional Fiscal Policy Analyst classification series and is populated with multiple incumbents. The Fiscal Policy Analyst is distinguished from the Senior Fiscal Policy Analyst in that the latter performs analytical work with a very high degree of independence and responsibility. Senior Fiscal Policy Analyst The Senior Fiscal Policy Analyst is the advanced-journey level in this class series and is populated with multiple incumbents. Positions in this class are flexibly staffed and are normally filled by advancement from the lower-level class of Fiscal Policy Analyst. Appointment to the higher class requires that the employee be performing substantially the full range of duties for the class and meet the qualification standards for the class. The Senior Fiscal Policy Analyst is distinguished from the Fiscal Policy Analyst in that the former performs analytical work with a very high degree of independence and responsibility and may supervise Fiscal Policy Analysts. The Senior Fiscal Policy Analyst is distinguished from the Principal Fiscal Policy Analyst in that the latter performs analytical work with a greater degree of complexity, independence and responsibility and provides direct supervision of lower-level Fiscal Policy Analysts. Principal Fiscal Policy Analyst The Principal Fiscal Policy Analyst is the supervisory level classification in the series and is populated with multiple incumbents. Positions in this class are flexibly staffed and are normally filled by advancement from the lower-level class of Senior Fiscal Policy Analyst. Appointment to the higher class requires that the employee be performing substantially the full range of duties for the class and meet the qualification standards for the class. The Principal Fiscal Policy Analyst is distinguished from the Senior Fiscal Policy Analyst in that the former performs analytical work with increased complexity, independence and responsibility. Additionally, the Principal Fiscal Policy Analyst provides direct supervision of lower-level Fiscal Policy Analysts. SUPERVISION RECEIVED AND EXERCISED General supervision is provided by the Principal Fiscal Policy Analyst or higher-level management positions. Responsibilities may include direct or indirect supervision of a Fiscal Policy Analyst. ESSENTIAL DUTIES AND RESPONSIBILITIES The following duties are typical for this classification. Incumbents may not perform all the listed duties and/or may be required to perform related duties as needed: Conducts a comprehensive review and analysis of proposed budgetary items; Researches and analyzes data and information relative to budgetary issues; Conducts audits of City operations, programs and activities; evaluates actual versus projected outcomes; identifies areas of risk; recommends functional and operational changes needed to improve the economy, efficiency and effectiveness of City government services and programs; Conducts audit planning, executes field work, and documents audit steps in working papers; Develops comparative studies of other cities as they relate to municipal finance; Reviews fiscal forecasts including review of past, current, and proposed revenues and expenditures; Researches federal, state, and local programs to determine sources of funding and appropriate expenditure options; Researches and analyzes the policy and fiscal effects of new or proposed legislation; Participates in the construction of economic models and indexes; Assists in the preparation of fiscal and economic project analysis; Develops reports relating to budgetary and legislative policy concerns; Performs supervisory work as needed; Prepares and presents recommendations for review by higher-level management in connection with the analysis, studies, and reports described herein; Drives automotive vehicle as necessary in order to conduct research and attend meetings; Conducts fraud, waste, and abuse investigations; Periodically attends and presents reports at evening City Council meetings; Performs other or related duties as assigned. QUALIFICATIONS Knowledge of: Principles, practices, and techniques of public administration and public policy. Principles and practices of organizational, financial, and policy analysis. Principles, methods, and practices of municipal finance, budgeting, and accounting. Principles, methods, and practices of long-range financial planning. Operational characteristics, services and activities of audit and performance measurement programs. Principles and practices of complex auditing and accounting functions and their application to municipal/governmental accounting systems, with emphasis on fiscal and operational aspects of such organizations. Various professional accounting standards such as Generally Accepted Auditing Standards (GAAS), Generally Accepted Accounting Principles (GAAP), and Generally Accepted Governmental Auditing Standards (GAGAS). Advanced research and analytical methods, techniques, and procedures. Technical report writing and presentation. Basic supervisory skills. Proficiency in Microsoft Excel and Word. Applicable federal, state, and local laws, rules, and regulations. Skill in: Use of modern office equipment, including computers, computer applications and software. Ability to: Analyze a variety of complex administrative and organizational problems, and make sound, independent policy and procedural recommendations. Effectively plan and organize complex budgetary and auditing projects; design, implement, and monitor internal audit programs, systems, and procedures. Communicate clearly, verbally and in writing. Establish and maintain effective working relationships with others at all staff levels. Interpret laws, regulations, and policies. Prepare comprehensive and accurate reports. Demonstrate patience, poise, flexibility, tact, reliability, and dependability. Work effectively with sensitive and confidential information. Display good judgment. Adjust to rapidly shifting priorities and timelines. Learn quickly and show initiative. Work effectively with multidisciplinary teams. Facilitate groups. Effectively supervise lower level staff as needed. EXPERIENCE AND EDUCATION Experience: Four years of progressively responsible professional-level administrative and analytical experience , including three years journey-level experience in budget, strategic planning, policy analysis, auditing, program evaluation and/or financial analysis. Experience in a government agency is preferred. -AND- Education: Possession of a Bachelor's degree from an accredited college or university in public policy, public or business administration, economics, accounting, or a related field that includes a curriculum of economics, statistics, public finance, and policy analysis. -OR- Eight years of progressively responsible professional-level administrative and analytical experience in a government agency, including three years journey-level experience in budget, strategic planning, policy analysis, auditing, program evaluation, and/or financial analysis. Experience in a government agency is preferred. Substitutions: A Master's degree in one of the above fields may substitute for one year of required experience. PROOF OF EDUCATION Should education be used to qualify for this position, then proof of education such as, but not limited to, university/college transcripts and degrees should be submitted with your application and will be required at the time of appointment . Unofficial documents and/or copies are acceptable. An applicant with a college degree obtained outside the United States must have education records evaluated by a credentials evaluation service. Evaluation of education records will be due at time of appointment. SPECIAL QUALIFICATIONS Driver License: Possession of a valid California Class C Driver License at the time of appointment. Individuals who do not meet this requirement due to physical disability will be reviewed on a case-by-case basis. Working Conditions: Work overtime on short notice. Work in a political environment. THE SELECTION PROCEDURE Please note, the City of Sacramento's preferred method of communication with applicants is via e-mail. As such, please ensure you verify the e-mail address on your application, and check your e-mail frequently, including your spam and junk folders. All e-mail notifications can also be accessed through the governmentjobs.com applicant inbox. 1. Application: (Pass/Fail) - All applicants must complete and submit online a City of Sacramento employment application by the final filing deadline ; Employment applications must be submitted online; paper applications will not be accepted. Employment applications will be considered incomplete and will be disqualified: If applicants do not list current and past job-related experience in the duties area of the "Work Experience" section. Note: Qualifying experience is based on full-time experience (40 hours per week). Qualifying experience is calculated to the full-time equivalent (pro-rated if less than 40 hours/week). If "see resume" is noted in the "Work Experience" section; a resume will not substitute for the information required in the "Work Experience" section. Position/job titles will not be considered in determining eligibility for meeting the minimum qualifications for this position. Proof of education such as, but not limited to, university/college transcripts and degrees should be submitted online with your application. Proof of education will be required at time of appointment. 2. Supplemental Questionnaire: (Pass/Fail) - In addition to the City of Sacramento employment application, all applicants must complete and submit online responses to the supplemental questionnaire to the City of Sacramento Employment Office by the final filing deadline ; Responses to the supplemental questionnaire must be submitted online; paper questionnaire will not be accepted. Incomplete supplemental questionnaire will not pass the review process; omitted information cannot be considered or assumed. A resume will not substitute for the information required in the supplemental questionnaire. Possession of the minimum qualifications is not necessarily a guarantee for further advancement in the selection process. 3. Screening Committee: (Pass/Fail) - All applications received by the final filing deadline will be forwarded to the hiring department for review. The hiring department will select the most competitive applications for further consideration. Human Resources will only evaluate employment applications for the minimum qualifications, as stated on the job announcement, for applications selected by the hiring department. 4. Interview Process: Human Resources will forward applications to the hiring department. Those determined to be the most qualified candidates will be invited to participate in an interview process. 5. Conditional Hire: Upon receipt of a conditional offer, the selected candidate must complete and pass Live Scan/fingerprinting. If applicable, candidates may also need to pass a pre-employment medical exam, controlled substance and/or alcohol test, and possess any required licensure or certification prior to receiving a start date from the Department. Failure to meet these prerequisites will be grounds for withdrawal of your conditional offer of employment. QUESTIONS: For questions concerning this job announcement and the application process: Please visit https://www.governmentjobs.com/Home/ApplicationGuide for a comprehensive, step-by-step guide to the application process. For technical support between 6 AM - 5 PM PT, contact Live Application Support at 855-524-5627. Visit the City of Sacramento Human Resources Department website at https://www.cityofsacramento.gov/HR/employment ; Send an email to employment@cityofsacramento.org ; or Call the Human Resources Department at (916) 808-5726 Bilingual Pay Did you know that the City offers bilingual pay? That's right, most labor agreements offer the option of providing employees with bilingual pay if the department deems it to be operationally necessary. Pension Reform Act The City of Sacramento is covered by the California Public Employees' Retirement System, and as such, must adhere to the California Public Employee's Pension Reform Act (PEPRA) of 2013. Please note that the provisions within this act may affect or impact an applicant's eligibility and/or selection for open vacancies at the City of Sacramento. Equal Opportunity Employer The City of Sacramento is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Additional Information Civil Service Rules: https://www.cityofsacramento.gov/content/dam/portal/hr/documentlibrary/CivilServiceBoardRules62012.pdf Union Contracts: https://www.cityofsacramento.gov/HR/labor-agreements.html Salary Schedule: https://www.cityofsacramento.gov/content/dam/portal/hr/documentlibrary/SalarySchedule.pdf Closing Date/Time: 5/18/2024 11:59 PM Pacific
Apr 28, 2024
Full Time
THE POSITION With supervisor approval, incumbents may be eligible for intermittent remote work; however, they must physically reside within the Sacramento region or have the ability to regularly report to a City of Sacramento physical worksite with little notice. Are you passionate about fiscal responsibility and regulatory compliance in emerging industries? We are excited to announce two vacancies within our team at the City Auditor's Office. We are seeking dynamic individuals to join us as Senior Fiscal Policy Analysts, one specializing in cannabis compliance and the other focusing on general auditing and analysis within our Research and Analysis division. IDEAL CANDIDATE STATEMENT We are seeking dynamic individuals to join us as Senior Fiscal Policy Analysts, one specializing in cannabis compliance and the other focusing on general fiscal policy analysis within our Research and Analysis division. The ideal candidates will have experience in conducting performance audits in accordance with generally accepted government auditing standards. To perform independent analysis and review of budget and policy issues and develops options and recommendations to address these issues. Responsibilities include comprehensive review and analysis of proposed budgetary and legislative matters. Conducts financial, operational, and program audits and investigations to determine compliance with prevailing laws and regulations; identifies opportunities to strengthen internal controls. Responds to City Council requests for information and analysis of the City's budget and programs, conducts independent fiscal and policy research, studies, and reports on issues of importance to the City. Work must be solution-oriented and performed in a timely manner. DISTINGUISHING CHARACTERISTICS Fiscal Policy Analyst The Fiscal Policy Analyst is a journey level classification in the professional Fiscal Policy Analyst classification series and is populated with multiple incumbents. The Fiscal Policy Analyst is distinguished from the Senior Fiscal Policy Analyst in that the latter performs analytical work with a very high degree of independence and responsibility. Senior Fiscal Policy Analyst The Senior Fiscal Policy Analyst is the advanced-journey level in this class series and is populated with multiple incumbents. Positions in this class are flexibly staffed and are normally filled by advancement from the lower-level class of Fiscal Policy Analyst. Appointment to the higher class requires that the employee be performing substantially the full range of duties for the class and meet the qualification standards for the class. The Senior Fiscal Policy Analyst is distinguished from the Fiscal Policy Analyst in that the former performs analytical work with a very high degree of independence and responsibility and may supervise Fiscal Policy Analysts. The Senior Fiscal Policy Analyst is distinguished from the Principal Fiscal Policy Analyst in that the latter performs analytical work with a greater degree of complexity, independence and responsibility and provides direct supervision of lower-level Fiscal Policy Analysts. Principal Fiscal Policy Analyst The Principal Fiscal Policy Analyst is the supervisory level classification in the series and is populated with multiple incumbents. Positions in this class are flexibly staffed and are normally filled by advancement from the lower-level class of Senior Fiscal Policy Analyst. Appointment to the higher class requires that the employee be performing substantially the full range of duties for the class and meet the qualification standards for the class. The Principal Fiscal Policy Analyst is distinguished from the Senior Fiscal Policy Analyst in that the former performs analytical work with increased complexity, independence and responsibility. Additionally, the Principal Fiscal Policy Analyst provides direct supervision of lower-level Fiscal Policy Analysts. SUPERVISION RECEIVED AND EXERCISED General supervision is provided by the Principal Fiscal Policy Analyst or higher-level management positions. Responsibilities may include direct or indirect supervision of a Fiscal Policy Analyst. ESSENTIAL DUTIES AND RESPONSIBILITIES The following duties are typical for this classification. Incumbents may not perform all the listed duties and/or may be required to perform related duties as needed: Conducts a comprehensive review and analysis of proposed budgetary items; Researches and analyzes data and information relative to budgetary issues; Conducts audits of City operations, programs and activities; evaluates actual versus projected outcomes; identifies areas of risk; recommends functional and operational changes needed to improve the economy, efficiency and effectiveness of City government services and programs; Conducts audit planning, executes field work, and documents audit steps in working papers; Develops comparative studies of other cities as they relate to municipal finance; Reviews fiscal forecasts including review of past, current, and proposed revenues and expenditures; Researches federal, state, and local programs to determine sources of funding and appropriate expenditure options; Researches and analyzes the policy and fiscal effects of new or proposed legislation; Participates in the construction of economic models and indexes; Assists in the preparation of fiscal and economic project analysis; Develops reports relating to budgetary and legislative policy concerns; Performs supervisory work as needed; Prepares and presents recommendations for review by higher-level management in connection with the analysis, studies, and reports described herein; Drives automotive vehicle as necessary in order to conduct research and attend meetings; Conducts fraud, waste, and abuse investigations; Periodically attends and presents reports at evening City Council meetings; Performs other or related duties as assigned. QUALIFICATIONS Knowledge of: Principles, practices, and techniques of public administration and public policy. Principles and practices of organizational, financial, and policy analysis. Principles, methods, and practices of municipal finance, budgeting, and accounting. Principles, methods, and practices of long-range financial planning. Operational characteristics, services and activities of audit and performance measurement programs. Principles and practices of complex auditing and accounting functions and their application to municipal/governmental accounting systems, with emphasis on fiscal and operational aspects of such organizations. Various professional accounting standards such as Generally Accepted Auditing Standards (GAAS), Generally Accepted Accounting Principles (GAAP), and Generally Accepted Governmental Auditing Standards (GAGAS). Advanced research and analytical methods, techniques, and procedures. Technical report writing and presentation. Basic supervisory skills. Proficiency in Microsoft Excel and Word. Applicable federal, state, and local laws, rules, and regulations. Skill in: Use of modern office equipment, including computers, computer applications and software. Ability to: Analyze a variety of complex administrative and organizational problems, and make sound, independent policy and procedural recommendations. Effectively plan and organize complex budgetary and auditing projects; design, implement, and monitor internal audit programs, systems, and procedures. Communicate clearly, verbally and in writing. Establish and maintain effective working relationships with others at all staff levels. Interpret laws, regulations, and policies. Prepare comprehensive and accurate reports. Demonstrate patience, poise, flexibility, tact, reliability, and dependability. Work effectively with sensitive and confidential information. Display good judgment. Adjust to rapidly shifting priorities and timelines. Learn quickly and show initiative. Work effectively with multidisciplinary teams. Facilitate groups. Effectively supervise lower level staff as needed. EXPERIENCE AND EDUCATION Experience: Four years of progressively responsible professional-level administrative and analytical experience , including three years journey-level experience in budget, strategic planning, policy analysis, auditing, program evaluation and/or financial analysis. Experience in a government agency is preferred. -AND- Education: Possession of a Bachelor's degree from an accredited college or university in public policy, public or business administration, economics, accounting, or a related field that includes a curriculum of economics, statistics, public finance, and policy analysis. -OR- Eight years of progressively responsible professional-level administrative and analytical experience in a government agency, including three years journey-level experience in budget, strategic planning, policy analysis, auditing, program evaluation, and/or financial analysis. Experience in a government agency is preferred. Substitutions: A Master's degree in one of the above fields may substitute for one year of required experience. PROOF OF EDUCATION Should education be used to qualify for this position, then proof of education such as, but not limited to, university/college transcripts and degrees should be submitted with your application and will be required at the time of appointment . Unofficial documents and/or copies are acceptable. An applicant with a college degree obtained outside the United States must have education records evaluated by a credentials evaluation service. Evaluation of education records will be due at time of appointment. SPECIAL QUALIFICATIONS Driver License: Possession of a valid California Class C Driver License at the time of appointment. Individuals who do not meet this requirement due to physical disability will be reviewed on a case-by-case basis. Working Conditions: Work overtime on short notice. Work in a political environment. THE SELECTION PROCEDURE Please note, the City of Sacramento's preferred method of communication with applicants is via e-mail. As such, please ensure you verify the e-mail address on your application, and check your e-mail frequently, including your spam and junk folders. All e-mail notifications can also be accessed through the governmentjobs.com applicant inbox. 1. Application: (Pass/Fail) - All applicants must complete and submit online a City of Sacramento employment application by the final filing deadline ; Employment applications must be submitted online; paper applications will not be accepted. Employment applications will be considered incomplete and will be disqualified: If applicants do not list current and past job-related experience in the duties area of the "Work Experience" section. Note: Qualifying experience is based on full-time experience (40 hours per week). Qualifying experience is calculated to the full-time equivalent (pro-rated if less than 40 hours/week). If "see resume" is noted in the "Work Experience" section; a resume will not substitute for the information required in the "Work Experience" section. Position/job titles will not be considered in determining eligibility for meeting the minimum qualifications for this position. Proof of education such as, but not limited to, university/college transcripts and degrees should be submitted online with your application. Proof of education will be required at time of appointment. 2. Supplemental Questionnaire: (Pass/Fail) - In addition to the City of Sacramento employment application, all applicants must complete and submit online responses to the supplemental questionnaire to the City of Sacramento Employment Office by the final filing deadline ; Responses to the supplemental questionnaire must be submitted online; paper questionnaire will not be accepted. Incomplete supplemental questionnaire will not pass the review process; omitted information cannot be considered or assumed. A resume will not substitute for the information required in the supplemental questionnaire. Possession of the minimum qualifications is not necessarily a guarantee for further advancement in the selection process. 3. Screening Committee: (Pass/Fail) - All applications received by the final filing deadline will be forwarded to the hiring department for review. The hiring department will select the most competitive applications for further consideration. Human Resources will only evaluate employment applications for the minimum qualifications, as stated on the job announcement, for applications selected by the hiring department. 4. Interview Process: Human Resources will forward applications to the hiring department. Those determined to be the most qualified candidates will be invited to participate in an interview process. 5. Conditional Hire: Upon receipt of a conditional offer, the selected candidate must complete and pass Live Scan/fingerprinting. If applicable, candidates may also need to pass a pre-employment medical exam, controlled substance and/or alcohol test, and possess any required licensure or certification prior to receiving a start date from the Department. Failure to meet these prerequisites will be grounds for withdrawal of your conditional offer of employment. QUESTIONS: For questions concerning this job announcement and the application process: Please visit https://www.governmentjobs.com/Home/ApplicationGuide for a comprehensive, step-by-step guide to the application process. For technical support between 6 AM - 5 PM PT, contact Live Application Support at 855-524-5627. Visit the City of Sacramento Human Resources Department website at https://www.cityofsacramento.gov/HR/employment ; Send an email to employment@cityofsacramento.org ; or Call the Human Resources Department at (916) 808-5726 Bilingual Pay Did you know that the City offers bilingual pay? That's right, most labor agreements offer the option of providing employees with bilingual pay if the department deems it to be operationally necessary. Pension Reform Act The City of Sacramento is covered by the California Public Employees' Retirement System, and as such, must adhere to the California Public Employee's Pension Reform Act (PEPRA) of 2013. Please note that the provisions within this act may affect or impact an applicant's eligibility and/or selection for open vacancies at the City of Sacramento. Equal Opportunity Employer The City of Sacramento is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Additional Information Civil Service Rules: https://www.cityofsacramento.gov/content/dam/portal/hr/documentlibrary/CivilServiceBoardRules62012.pdf Union Contracts: https://www.cityofsacramento.gov/HR/labor-agreements.html Salary Schedule: https://www.cityofsacramento.gov/content/dam/portal/hr/documentlibrary/SalarySchedule.pdf Closing Date/Time: 5/18/2024 11:59 PM Pacific
SUMMARY PURPOSE OF POSITION The Finance Analyst II will perform a variety of professional-level accounting work across all accounting disciplines such as accounts receivable, general accounting, grants administration and fiscal management and financial planning and analysis activities. TO APPLY: This is a continuous recruitment with the first review of applications beginning February 21, 2024 . Interested applicants are encouraged to apply immediately. DISTINGUISHING CHARACTERISTICS This is the career level of the Finance Analyst series. At this level, the incumbent has some latitude for independent judgment and may vary work methods and procedures, but usually within prescribed parameters. SUPERVISION EXERCISED AND RECEIVED Receives supervision from Departmental Management/Supervisory level management This position has no formal supervisory responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES The duties listed below are intended to describe the general nature and level of work being performed and are not to be interpreted as an exhaustive list of responsibilities. Prepare all financial reporting data, ensuring all deadlines are met, including but not limited to a trial balance, income statement, statement of cash flows, and statistical data on a monthly and year-end basis. Monitor daily cash balance, accounts receivable, and payable aging. Resolve accounting discrepancies and irregularities. Perform complex financial analysis and research to support the Agency’s financial records. Facilitate and lead other department staff with the month-end and year-end close process. Prepare a variety of reports, records, correspondences and other documents. Prepare financial reports in accordance with Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board requirements. Assist with the fixed asset system implementation and testing, including the reconciliation of the fixed asset system. Analyze and categorizes capital projects as they are transferred to the fixed asset system. Monitor funding pattern for grants and adjust periodically as needed. Reconcile grants reimbursement. Analyze and evaluate budget transfers. Collaborate with staff and various SCRRA departments to accomplish organization objectives. Prepare in draft and submits to the appropriate Managers for review information to support the Comprehensive Annual Financial Report (CAFR), National Transit Database and State Controller’s report. Establish and monitor the implementation and maintenance of accounting control procedures. Prepare monthly reconciliation on general ledger accounts. Support managers in maintaining adequate internal controls and the integrity of transactions entered into the Agency’s accounting system to ensure proper reporting and classification. Perform other related duties as assigned. MINIMUM REQUIREMENTS TO PERFORM ESSENTIAL JOB FUNCTIONS Education and Experience Bachelor’s degree in Business Administration, Accounting, Finance or a related field. A minimum of six (6) years of experience in accounting, finance and/or budget. A combination of training, with a minimum of an Associate Degree and/or experience that provides the required knowledge, skills and abilities may be considered when determining minimum qualifications. Advanced relevant coursework may also substitute for a portion of required experience. Valid Class C Driver’s license with a satisfactory driving record of no more than three moving violations and no DUI’s within the last three years is required. Preferred Qualifications None Knowledge, Skills, and Abilities Knowledge of : Fundamental concepts of accounting SCRRA business model and revenue types Corporate cash management Skilled in : Use of Microsoft Office and Oracle FIS Oral, verbal, and written communication Ability to : Review, research and reconcile Interpret contract terms Manage projects PHYSICAL REQUIREMENTS Transition between a stationary position at a desk or work location and move about Metrolink facilities or other work site locations Operate tools to perform the duties of the position; such as computers, office equipment and work-related machinery Transport equipment or boxes up to 25lbs Exchange ideas by means of communication Visual acuity to detect, identify and observe employees or train movement and any barriers to movement when working on or near railroad tracks Hear and perceive the nature of sounds when working on or near railroad tracks Balance, ascend/descend, climb, kneel, stoop, bend, crouch or crawl within assigned working conditions and or locations Working Conditions Position requires work in a normal office environment with little exposure to excessive noise, dust, or temperature. Work may also be conducted in outdoor environments, at construction sites, Railroad Track and Right-of-Way environments, and warehouse environments, with possible exposure to individuals who are hostile or irate, moving mechanical parts, and loud noises (85+ decibels, such as heavy trucks, construction, etc.) Southern California Regional Rail Authority is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the Authority will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. SUPPLEMENTAL INFORMATION Selection Process: Following a review of resumes and/or applications, the most highly qualified candidates will be invited to continue in the selection process. Eligible applicants will be notified of the exact time and place of assessments and interview. Candidates will be interviewed to determine their relative knowledge, skills and ability in job related areas. Offers of employment may be contingent upon successful completion of a reference check, including degree verification and criminal records check provided through SCRRA. Internal Candidates: Employees with active discipline as defined in the HR Policy No. 5.3 Positive Discipline Program and/or with performance that does not meet the standard for "meets expectations" as defined in the Performance Planning and Appraisal Process may be precluded from consideration and placement in the position. In compliance with the Americans with Disabilities Act, the SCRRA will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. The SCRRA is an Equal Opportunity Employer. EEO/ADA MEDICAL: SCRRA offers a choice of twelve (12) health plan options provided through the California Public Employees' Retirement System (CalPERS). You may choose from up to ten (10) Health Maintenance Organization (HMO) plans and two (2) Preferred Provider Organization (PPO) plans. Some health plans are only available in certain counties and/or zip codes. You contribute 12.5 percent of the plan premium for coverage of you and your eligible dependents. You may waive coverage if you are covered under another group health plan; you must provide proof. Once you waive coverage, you will only be allowed to enroll during Open Enrollment or within 60 days from the date on which your other coverage is no longer available (proof is required). If you elect to waive coverage, you will receive $300.00 per month taxable earnings, paid in two installments of $150 each on the first two paychecks of the month. A retiree or an employee who is a spouse, child, or any other eligible dependent of another SCRRA employee is not eligible for the opt out/cash in lieu credit if he/she is covered under a SCRRA health plan. Eligibility begins the first of the month following hire date or qualifying event. DENTAL: SCRRA offers two dental options provided by Delta Dental. Under the DeltaCare (HMO) program, you must select a contract dentist within their network to perform your dental services. If you require treatment from a specialist, your contract dentist will handle the referral. Many services are covered at no cost to you. A co-payment applies for other services. The Delta Dental PPO plan allows you to visit a dentist of your choice, change dentists at any time, go to a dental specialist of your choice, receive dental care anywhere in the world, and save on out-of-pocket expenses when you visit a PPO network dental office. SCRRA pays the full premium for coverage of you and your eligible dependents under both plans. Eligibility begins the first of the month following hire date or qualifying event. VISION: SCRRA offers two (2) vision plans through Vision Service Plan (VSP), providing coverage for eye examinations, prescription eyewear and contact lenses through network providers. You have the option of seeing out-of-network providers, but full reimbursement is not guaranteed. VSP has contracted with many laser surgery facilities and doctors, offering you a discount on PRK and LASIK surgeries. If you enroll in the VSP Basic Plan, SCRRA pays the full premium for coverage of you and your eligible dependents. If you enroll in the VSP Buy-up Plan, which offers enhanced vision benefits, you pay the difference between the cost of the Basic Plan and the Buy-up Plan. Eligibility begins the first of the month following hire date or qualifying event. FLEXIBLE SPENDING ACCOUNTS: Flexible Spending Accounts (FSA) allow for the deferral of pre-tax dollars to be used for reimbursement of eligible medical and dependent care expenses. You can set aside up to $3,050 for health care expenses and $5,000 per family for dependent care expenses annually. Eligibility begins the first of the month following hire date or a qualifying event. GROUP TERM LIFE INSURANCE: SCRRA provides for an amount equal to one (1) time your annual salary, rounded to the nearest $1,000, to a maximum of $200,000. Your life insurance benefit will reduce to 65% at age 65 and 55% at age 70. IRS regulations require that the portion of Group Term Life (“G.T.L.”) insurance benefits provided to you by SCRRA, which exceeds $50,000, be added to your Federal, State, and Medicare taxable earnings for W-2 reporting. This amount is reflected on your pay statements each pay period in the “Other Benefits and Information” section. In addition, SCRRA offers a voluntary plan, which may be purchased in increments of $10,000 to a maximum of $100,000 without evidence of insurability (initial enrollment period only) and up to 5 times your salary to a maximum of $500,000 with evidence of insurability. Dependent life options are also available. The voluntary plan is portable; you may retain it if you leave SCRRA and pay the premium. Eligibility begins the first of the month following hire date or qualifying event. ACCIDENTAL DEATH & DISMEMBERMENT: SCRRA provides for an amount equal to one (1) time your annual salary, rounded to the nearest $1,000, up to a maximum of $200,000. Your AD&D insurance benefit will reduce to 65% at age 65 and 55% at age 70. In addition, SCRRA offers a voluntary plan, which may be purchased in increments of $10,000, subject to a maximum of the lesser of 5 times your annual salary or $500,000. Dependent AD&D options are also available. Eligibility begins the first of the month following hire date or qualifying event. SHORT TERM DISABILITY: You are covered under the California State Disability Insurance (SDI) Program. Your maximum benefit amount is 52 times your weekly benefit amount or the total wages subject to SDI tax paid in your base period, whichever is less. Employees pay a mandatory contribution, through payroll deductions, for coverage under the SDI program. The contribution rate for 2023 is 0.9 percent of earnings. The SDI taxable wage limit is $153,164, with a maximum withholding of $1,378.48 per employee for calendar year 2023. LONG TERM DISABILITY : SCRRA provides for income replacement of 60 percent of monthly earnings subject to a maximum benefit of $7,500 per month up to age 65. To qualify, you must be on disability for 90 days. (Note: there is a pre-existing condition clause in this program.) Eligibility begins the first of the month following hire date or qualifying event. VOLUNTARY BENEFITS: SCRRA offers the following employee-paid voluntary benefits, provided by Aflac: Group Accident Insurance helps pay for out-of-pocket costs that arise from covered accidents, such as fractures, dislocations, and lacerations. Group Critical Illness Insurance helps pay for the expected and unexpected expenses that arise from diagnosis of a covered critical illness, such as cancer (internal or invasive), heart attack, stroke, end-stage renal failure or a major organ transplant. Group Hospital Indemnity Insurance helps pay for the out-of-pocket costs associated with a hospital stay, including benefits for hospital confinement, hospital admission, hospital intensive care and intermediate intensive care step-down unit. Group Short-Term Disability Insurance pays a monthly benefit directly to an employee who is off work due to an injury or illness for up to three (3) months after a seven (7) day waiting period. Eligibility begins the first of the month following hire date or qualifying event. 9/80 ALTERNATIVE WORK SCHEDULE: SCRRA offers a 9/80 Alternative Work Schedule (AWS). During a 10-day work period, you work eight 9-hour days, one 8-hour day and have one day off. Your day off can be Monday, Wednesday, or Friday. Approval from your supervisor, chief and HR is required to participate in the 9/80 AWS program. TELECOMMUTING SCHEDULE: SCRRA offers employees the option to telecommute up to two (2) days per week. At the CEO’s discretion, the maximum number of days per week may be increased due to a natural disaster, pandemic, civil unrest, federal/state/local stay-at-home order, or other special circumstances. Approval from your supervisor, chief and HR is required to participate in the telecommuting program. Employees on a 9/80 schedule cannot telecommute. HOLIDAYS: SCRRA observes twelve (12) holidays a year: New Year's Day, Martin Luther King Day, President’s Day, Cesar Chavez Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Veterans Day, Thanksgiving Day, Day after Thanksgiving, and Christmas Day. PAID TIME OFF (PTO): SCRRA provides employees with Paid Time Off (PTO) for vacations, illnesses, injuries, medical/dental appointments, religious holidays, personal business, and emergencies as follows: 0-4 years of service - 25 days 5-6 years of service - 30 days 7th year of service - 32 days 8th year of service - 33 days 9th year of service - 34 days 10-14 years of service - 35 days 15-19 years of service - 38 days 20 or more years - 42 days At the CEO’s discretion, prior service at a public transportation or public agency, or rail transportation company may be counted towards an employee’s total service years to increase the employee’s PTO accrual rate. To be considered, Human Resources requires that a written request along with verification and confirmation of the years of service be provided prior to the start of employment with SCRRA. Human Resources will provide the final determination on behalf of the CEO. EMPLOYEE ASSISTANCE PROGRAM (EAP): SCRRA offers you and your immediate and dependent family members confidential counseling 24 hours a day, 7 days a week for family, personal, work-related and substance abuse issues through the EAP. You are entitled to a telephone session(s) with a trained EAP professional to assess the nature of the problem and provide a referral for additional assistance, if needed. Services also include three (3) face-to-face counseling sessions per family member per six (6) month period. HEALTH ADVOCACY SERVICES: SCRRA offers you and your eligible dependents free health advocacy services through Health Advocate. You are entitled to unlimited calls with trained professionals who can help you navigate the healthcare and insurance systems. RETIREMENT PLAN: The SCRRA contracts with the California Public Employees' Retirement System (CalPERS). You pay a 8.00 percent employee contribution and SCRRA pays an employer contribution, which varies each year. To be eligible for service retirement, you must be at least age 52 and have a minimum of five (5) years of CalPERS-credited service. Upon retirement you are entitled to a monthly retirement benefit based on your years of credited service, age, and average compensation during your last three (3) years of service (“final compensation”). The retirement formula for New Members is 2%@62, which means at age 62, you receive 2 percent of your final compensation for every year of service. Upon separation from employment with less than 5 years of credited service, you may request a refund of your employee contributions only, including interest, and end your membership with CalPERS, or leave it in your account and retain your service credit should you decide to work for another CalPERS-covered agency. If you are vested upon separation but do not retire, you may leave your contributions in your account until retirement or elect a refund. SOCIAL SECURITY: You do not participate in Social Security except for Medicare. You will contribute 1.45 percent of your pay to cover the hospital insurance portion of Medicare. *Additional Medicare Hospital Insurance Tax: As of January 1, 2013, employees are required to pay an additional 0.9 percent Medicare tax on earnings above $200,000 (for those who file an individual return) or $250,000 (for those who file a joint return). This additional hospital insurance tax is not reflected in the rate above. RETIREE MEDICAL: Unrepresented employees hired before 11/1/18*: You will be eligible for medical coverage when you retire if your separation date and retirement date are within 120 days of each other. SCRRA pays the same amount for retirees as it does for active employees, which is currently 87.5 percent of the applicable premium. Unrepresented employees hired on or after 11/1/18: You will be eligible for medical coverage when you retire if your separation date and retirement date are within 120 days of each other and you have a minimum of 10 years of credited CalPERS service, five of which must be performed at SCRRA. SCRRA pays a percentage of the state annuitant contribution rate** in accordance with the vesting schedule below: 10 Years of CalPERS Service - 50% 11 - 19 Years of CalPERS Service - 50%, plus 5% for each additional year of service 20+ Years of CalPERS Service - 100% *Once each year the employer may allow unrepresented employees hired before 11/1/18 the opportunity to individually elect to be subject to the vesting schedule. **The state annuitant contribution rates for 2023 are: $883 (Retiree Only); $1,699 (Retiree + 1 Dependent); $2,124 (Retiree + Family). DEFERRED COMPENSATION PLAN (457) : You are eligible to set aside a portion of your current income without paying taxes on that money until it is received later during retirement when taxes may be lower. In 2023, you can defer up to 100 percent of your gross compensation or $22,500 annually, whichever is less (“normal contribution limit”). You may make an additional $7,500 contribution to the plan if you are age 50 and older. If you are at least within three years of the age in which you are eligible to receive unreduced benefits under our CalPERS retirement plan, you may contribute up to double the normal contribution limit, or $45,000. TRANSPORTATION PASSES: You may use your employee badge for unlimited free access to all Metrolink lines and trains. Your badge cannot be used on connecting public transportation. However, if you commute to/from work on Metrolink on a regular basis and need to connect to other public transportation (e.g., Metro Red or Purple Line) you can be issued a Metrolink pass with the appropriate station pair, which will also give you access to connecting transportation. You are also eligible to receive a free transit pass to ride any greater Los Angeles area transit system other than Metrolink (such as, Metro, Foothill Transit, LADOT, and LOSSAN) for commuting purposes. The commuter transit pass has a value up to the monthly maximum tax-free transit pass amount established by the Internal Revenue Service ($300 in 2023). You are responsible for any transit fares above the IRS monthly cap. To receive this benefit, the SCRRA requires each employee to use public transportation to commute to and from work three (3) or more days per week. OTHER BENEFITS: Educational Assistance - SCRRA will reimburse an employee up to $1,000 per fiscal year for tuition, books and mandatory student fees for courses that are relevant to employment. No reimbursement is allowed for parking. Professional Memberships - SCRRA pays up to $300 per year for professional memberships. Credit Union Membership - SCRRA offers credit union services for employees and their family members, provided by Northrup Grumman Federal Credit Union. Jury Duty - SCRRA will continue an employee's salary during any non-voluntary jury service up to a maximum of ten (10) working days. Pregnancy Disability and Family and Medical Leaves - A leave of absence may be paid or unpaid and shall be granted in accordance with applicable federal and state laws, and SCRRA policy. Refer to the Human Resource Policies and Procedures Manual for more detailed information. Bereavement Leave - In the event of death in an employee’s immediate family, the agency grants up to three (3) working days, with pay, to handle family affairs and to attend the funeral. When an employee needs to travel outside the radius of the five (5) member agencies due to the death of an immediate family member, the Authority grants up to five (5) working days, with pay. Military Leave - Employees will be paid for the annually required active period. At the discretion of the Chief Executive Officer, and with Board notification, paid military leave may be granted beyond what is provided by the applicable state law. Closing Date/Time: Continuous
Mar 07, 2024
Full Time
SUMMARY PURPOSE OF POSITION The Finance Analyst II will perform a variety of professional-level accounting work across all accounting disciplines such as accounts receivable, general accounting, grants administration and fiscal management and financial planning and analysis activities. TO APPLY: This is a continuous recruitment with the first review of applications beginning February 21, 2024 . Interested applicants are encouraged to apply immediately. DISTINGUISHING CHARACTERISTICS This is the career level of the Finance Analyst series. At this level, the incumbent has some latitude for independent judgment and may vary work methods and procedures, but usually within prescribed parameters. SUPERVISION EXERCISED AND RECEIVED Receives supervision from Departmental Management/Supervisory level management This position has no formal supervisory responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES The duties listed below are intended to describe the general nature and level of work being performed and are not to be interpreted as an exhaustive list of responsibilities. Prepare all financial reporting data, ensuring all deadlines are met, including but not limited to a trial balance, income statement, statement of cash flows, and statistical data on a monthly and year-end basis. Monitor daily cash balance, accounts receivable, and payable aging. Resolve accounting discrepancies and irregularities. Perform complex financial analysis and research to support the Agency’s financial records. Facilitate and lead other department staff with the month-end and year-end close process. Prepare a variety of reports, records, correspondences and other documents. Prepare financial reports in accordance with Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board requirements. Assist with the fixed asset system implementation and testing, including the reconciliation of the fixed asset system. Analyze and categorizes capital projects as they are transferred to the fixed asset system. Monitor funding pattern for grants and adjust periodically as needed. Reconcile grants reimbursement. Analyze and evaluate budget transfers. Collaborate with staff and various SCRRA departments to accomplish organization objectives. Prepare in draft and submits to the appropriate Managers for review information to support the Comprehensive Annual Financial Report (CAFR), National Transit Database and State Controller’s report. Establish and monitor the implementation and maintenance of accounting control procedures. Prepare monthly reconciliation on general ledger accounts. Support managers in maintaining adequate internal controls and the integrity of transactions entered into the Agency’s accounting system to ensure proper reporting and classification. Perform other related duties as assigned. MINIMUM REQUIREMENTS TO PERFORM ESSENTIAL JOB FUNCTIONS Education and Experience Bachelor’s degree in Business Administration, Accounting, Finance or a related field. A minimum of six (6) years of experience in accounting, finance and/or budget. A combination of training, with a minimum of an Associate Degree and/or experience that provides the required knowledge, skills and abilities may be considered when determining minimum qualifications. Advanced relevant coursework may also substitute for a portion of required experience. Valid Class C Driver’s license with a satisfactory driving record of no more than three moving violations and no DUI’s within the last three years is required. Preferred Qualifications None Knowledge, Skills, and Abilities Knowledge of : Fundamental concepts of accounting SCRRA business model and revenue types Corporate cash management Skilled in : Use of Microsoft Office and Oracle FIS Oral, verbal, and written communication Ability to : Review, research and reconcile Interpret contract terms Manage projects PHYSICAL REQUIREMENTS Transition between a stationary position at a desk or work location and move about Metrolink facilities or other work site locations Operate tools to perform the duties of the position; such as computers, office equipment and work-related machinery Transport equipment or boxes up to 25lbs Exchange ideas by means of communication Visual acuity to detect, identify and observe employees or train movement and any barriers to movement when working on or near railroad tracks Hear and perceive the nature of sounds when working on or near railroad tracks Balance, ascend/descend, climb, kneel, stoop, bend, crouch or crawl within assigned working conditions and or locations Working Conditions Position requires work in a normal office environment with little exposure to excessive noise, dust, or temperature. Work may also be conducted in outdoor environments, at construction sites, Railroad Track and Right-of-Way environments, and warehouse environments, with possible exposure to individuals who are hostile or irate, moving mechanical parts, and loud noises (85+ decibels, such as heavy trucks, construction, etc.) Southern California Regional Rail Authority is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the Authority will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. SUPPLEMENTAL INFORMATION Selection Process: Following a review of resumes and/or applications, the most highly qualified candidates will be invited to continue in the selection process. Eligible applicants will be notified of the exact time and place of assessments and interview. Candidates will be interviewed to determine their relative knowledge, skills and ability in job related areas. Offers of employment may be contingent upon successful completion of a reference check, including degree verification and criminal records check provided through SCRRA. Internal Candidates: Employees with active discipline as defined in the HR Policy No. 5.3 Positive Discipline Program and/or with performance that does not meet the standard for "meets expectations" as defined in the Performance Planning and Appraisal Process may be precluded from consideration and placement in the position. In compliance with the Americans with Disabilities Act, the SCRRA will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. The SCRRA is an Equal Opportunity Employer. EEO/ADA MEDICAL: SCRRA offers a choice of twelve (12) health plan options provided through the California Public Employees' Retirement System (CalPERS). You may choose from up to ten (10) Health Maintenance Organization (HMO) plans and two (2) Preferred Provider Organization (PPO) plans. Some health plans are only available in certain counties and/or zip codes. You contribute 12.5 percent of the plan premium for coverage of you and your eligible dependents. You may waive coverage if you are covered under another group health plan; you must provide proof. Once you waive coverage, you will only be allowed to enroll during Open Enrollment or within 60 days from the date on which your other coverage is no longer available (proof is required). If you elect to waive coverage, you will receive $300.00 per month taxable earnings, paid in two installments of $150 each on the first two paychecks of the month. A retiree or an employee who is a spouse, child, or any other eligible dependent of another SCRRA employee is not eligible for the opt out/cash in lieu credit if he/she is covered under a SCRRA health plan. Eligibility begins the first of the month following hire date or qualifying event. DENTAL: SCRRA offers two dental options provided by Delta Dental. Under the DeltaCare (HMO) program, you must select a contract dentist within their network to perform your dental services. If you require treatment from a specialist, your contract dentist will handle the referral. Many services are covered at no cost to you. A co-payment applies for other services. The Delta Dental PPO plan allows you to visit a dentist of your choice, change dentists at any time, go to a dental specialist of your choice, receive dental care anywhere in the world, and save on out-of-pocket expenses when you visit a PPO network dental office. SCRRA pays the full premium for coverage of you and your eligible dependents under both plans. Eligibility begins the first of the month following hire date or qualifying event. VISION: SCRRA offers two (2) vision plans through Vision Service Plan (VSP), providing coverage for eye examinations, prescription eyewear and contact lenses through network providers. You have the option of seeing out-of-network providers, but full reimbursement is not guaranteed. VSP has contracted with many laser surgery facilities and doctors, offering you a discount on PRK and LASIK surgeries. If you enroll in the VSP Basic Plan, SCRRA pays the full premium for coverage of you and your eligible dependents. If you enroll in the VSP Buy-up Plan, which offers enhanced vision benefits, you pay the difference between the cost of the Basic Plan and the Buy-up Plan. Eligibility begins the first of the month following hire date or qualifying event. FLEXIBLE SPENDING ACCOUNTS: Flexible Spending Accounts (FSA) allow for the deferral of pre-tax dollars to be used for reimbursement of eligible medical and dependent care expenses. You can set aside up to $3,050 for health care expenses and $5,000 per family for dependent care expenses annually. Eligibility begins the first of the month following hire date or a qualifying event. GROUP TERM LIFE INSURANCE: SCRRA provides for an amount equal to one (1) time your annual salary, rounded to the nearest $1,000, to a maximum of $200,000. Your life insurance benefit will reduce to 65% at age 65 and 55% at age 70. IRS regulations require that the portion of Group Term Life (“G.T.L.”) insurance benefits provided to you by SCRRA, which exceeds $50,000, be added to your Federal, State, and Medicare taxable earnings for W-2 reporting. This amount is reflected on your pay statements each pay period in the “Other Benefits and Information” section. In addition, SCRRA offers a voluntary plan, which may be purchased in increments of $10,000 to a maximum of $100,000 without evidence of insurability (initial enrollment period only) and up to 5 times your salary to a maximum of $500,000 with evidence of insurability. Dependent life options are also available. The voluntary plan is portable; you may retain it if you leave SCRRA and pay the premium. Eligibility begins the first of the month following hire date or qualifying event. ACCIDENTAL DEATH & DISMEMBERMENT: SCRRA provides for an amount equal to one (1) time your annual salary, rounded to the nearest $1,000, up to a maximum of $200,000. Your AD&D insurance benefit will reduce to 65% at age 65 and 55% at age 70. In addition, SCRRA offers a voluntary plan, which may be purchased in increments of $10,000, subject to a maximum of the lesser of 5 times your annual salary or $500,000. Dependent AD&D options are also available. Eligibility begins the first of the month following hire date or qualifying event. SHORT TERM DISABILITY: You are covered under the California State Disability Insurance (SDI) Program. Your maximum benefit amount is 52 times your weekly benefit amount or the total wages subject to SDI tax paid in your base period, whichever is less. Employees pay a mandatory contribution, through payroll deductions, for coverage under the SDI program. The contribution rate for 2023 is 0.9 percent of earnings. The SDI taxable wage limit is $153,164, with a maximum withholding of $1,378.48 per employee for calendar year 2023. LONG TERM DISABILITY : SCRRA provides for income replacement of 60 percent of monthly earnings subject to a maximum benefit of $7,500 per month up to age 65. To qualify, you must be on disability for 90 days. (Note: there is a pre-existing condition clause in this program.) Eligibility begins the first of the month following hire date or qualifying event. VOLUNTARY BENEFITS: SCRRA offers the following employee-paid voluntary benefits, provided by Aflac: Group Accident Insurance helps pay for out-of-pocket costs that arise from covered accidents, such as fractures, dislocations, and lacerations. Group Critical Illness Insurance helps pay for the expected and unexpected expenses that arise from diagnosis of a covered critical illness, such as cancer (internal or invasive), heart attack, stroke, end-stage renal failure or a major organ transplant. Group Hospital Indemnity Insurance helps pay for the out-of-pocket costs associated with a hospital stay, including benefits for hospital confinement, hospital admission, hospital intensive care and intermediate intensive care step-down unit. Group Short-Term Disability Insurance pays a monthly benefit directly to an employee who is off work due to an injury or illness for up to three (3) months after a seven (7) day waiting period. Eligibility begins the first of the month following hire date or qualifying event. 9/80 ALTERNATIVE WORK SCHEDULE: SCRRA offers a 9/80 Alternative Work Schedule (AWS). During a 10-day work period, you work eight 9-hour days, one 8-hour day and have one day off. Your day off can be Monday, Wednesday, or Friday. Approval from your supervisor, chief and HR is required to participate in the 9/80 AWS program. TELECOMMUTING SCHEDULE: SCRRA offers employees the option to telecommute up to two (2) days per week. At the CEO’s discretion, the maximum number of days per week may be increased due to a natural disaster, pandemic, civil unrest, federal/state/local stay-at-home order, or other special circumstances. Approval from your supervisor, chief and HR is required to participate in the telecommuting program. Employees on a 9/80 schedule cannot telecommute. HOLIDAYS: SCRRA observes twelve (12) holidays a year: New Year's Day, Martin Luther King Day, President’s Day, Cesar Chavez Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Veterans Day, Thanksgiving Day, Day after Thanksgiving, and Christmas Day. PAID TIME OFF (PTO): SCRRA provides employees with Paid Time Off (PTO) for vacations, illnesses, injuries, medical/dental appointments, religious holidays, personal business, and emergencies as follows: 0-4 years of service - 25 days 5-6 years of service - 30 days 7th year of service - 32 days 8th year of service - 33 days 9th year of service - 34 days 10-14 years of service - 35 days 15-19 years of service - 38 days 20 or more years - 42 days At the CEO’s discretion, prior service at a public transportation or public agency, or rail transportation company may be counted towards an employee’s total service years to increase the employee’s PTO accrual rate. To be considered, Human Resources requires that a written request along with verification and confirmation of the years of service be provided prior to the start of employment with SCRRA. Human Resources will provide the final determination on behalf of the CEO. EMPLOYEE ASSISTANCE PROGRAM (EAP): SCRRA offers you and your immediate and dependent family members confidential counseling 24 hours a day, 7 days a week for family, personal, work-related and substance abuse issues through the EAP. You are entitled to a telephone session(s) with a trained EAP professional to assess the nature of the problem and provide a referral for additional assistance, if needed. Services also include three (3) face-to-face counseling sessions per family member per six (6) month period. HEALTH ADVOCACY SERVICES: SCRRA offers you and your eligible dependents free health advocacy services through Health Advocate. You are entitled to unlimited calls with trained professionals who can help you navigate the healthcare and insurance systems. RETIREMENT PLAN: The SCRRA contracts with the California Public Employees' Retirement System (CalPERS). You pay a 8.00 percent employee contribution and SCRRA pays an employer contribution, which varies each year. To be eligible for service retirement, you must be at least age 52 and have a minimum of five (5) years of CalPERS-credited service. Upon retirement you are entitled to a monthly retirement benefit based on your years of credited service, age, and average compensation during your last three (3) years of service (“final compensation”). The retirement formula for New Members is 2%@62, which means at age 62, you receive 2 percent of your final compensation for every year of service. Upon separation from employment with less than 5 years of credited service, you may request a refund of your employee contributions only, including interest, and end your membership with CalPERS, or leave it in your account and retain your service credit should you decide to work for another CalPERS-covered agency. If you are vested upon separation but do not retire, you may leave your contributions in your account until retirement or elect a refund. SOCIAL SECURITY: You do not participate in Social Security except for Medicare. You will contribute 1.45 percent of your pay to cover the hospital insurance portion of Medicare. *Additional Medicare Hospital Insurance Tax: As of January 1, 2013, employees are required to pay an additional 0.9 percent Medicare tax on earnings above $200,000 (for those who file an individual return) or $250,000 (for those who file a joint return). This additional hospital insurance tax is not reflected in the rate above. RETIREE MEDICAL: Unrepresented employees hired before 11/1/18*: You will be eligible for medical coverage when you retire if your separation date and retirement date are within 120 days of each other. SCRRA pays the same amount for retirees as it does for active employees, which is currently 87.5 percent of the applicable premium. Unrepresented employees hired on or after 11/1/18: You will be eligible for medical coverage when you retire if your separation date and retirement date are within 120 days of each other and you have a minimum of 10 years of credited CalPERS service, five of which must be performed at SCRRA. SCRRA pays a percentage of the state annuitant contribution rate** in accordance with the vesting schedule below: 10 Years of CalPERS Service - 50% 11 - 19 Years of CalPERS Service - 50%, plus 5% for each additional year of service 20+ Years of CalPERS Service - 100% *Once each year the employer may allow unrepresented employees hired before 11/1/18 the opportunity to individually elect to be subject to the vesting schedule. **The state annuitant contribution rates for 2023 are: $883 (Retiree Only); $1,699 (Retiree + 1 Dependent); $2,124 (Retiree + Family). DEFERRED COMPENSATION PLAN (457) : You are eligible to set aside a portion of your current income without paying taxes on that money until it is received later during retirement when taxes may be lower. In 2023, you can defer up to 100 percent of your gross compensation or $22,500 annually, whichever is less (“normal contribution limit”). You may make an additional $7,500 contribution to the plan if you are age 50 and older. If you are at least within three years of the age in which you are eligible to receive unreduced benefits under our CalPERS retirement plan, you may contribute up to double the normal contribution limit, or $45,000. TRANSPORTATION PASSES: You may use your employee badge for unlimited free access to all Metrolink lines and trains. Your badge cannot be used on connecting public transportation. However, if you commute to/from work on Metrolink on a regular basis and need to connect to other public transportation (e.g., Metro Red or Purple Line) you can be issued a Metrolink pass with the appropriate station pair, which will also give you access to connecting transportation. You are also eligible to receive a free transit pass to ride any greater Los Angeles area transit system other than Metrolink (such as, Metro, Foothill Transit, LADOT, and LOSSAN) for commuting purposes. The commuter transit pass has a value up to the monthly maximum tax-free transit pass amount established by the Internal Revenue Service ($300 in 2023). You are responsible for any transit fares above the IRS monthly cap. To receive this benefit, the SCRRA requires each employee to use public transportation to commute to and from work three (3) or more days per week. OTHER BENEFITS: Educational Assistance - SCRRA will reimburse an employee up to $1,000 per fiscal year for tuition, books and mandatory student fees for courses that are relevant to employment. No reimbursement is allowed for parking. Professional Memberships - SCRRA pays up to $300 per year for professional memberships. Credit Union Membership - SCRRA offers credit union services for employees and their family members, provided by Northrup Grumman Federal Credit Union. Jury Duty - SCRRA will continue an employee's salary during any non-voluntary jury service up to a maximum of ten (10) working days. Pregnancy Disability and Family and Medical Leaves - A leave of absence may be paid or unpaid and shall be granted in accordance with applicable federal and state laws, and SCRRA policy. Refer to the Human Resource Policies and Procedures Manual for more detailed information. Bereavement Leave - In the event of death in an employee’s immediate family, the agency grants up to three (3) working days, with pay, to handle family affairs and to attend the funeral. When an employee needs to travel outside the radius of the five (5) member agencies due to the death of an immediate family member, the Authority grants up to five (5) working days, with pay. Military Leave - Employees will be paid for the annually required active period. At the discretion of the Chief Executive Officer, and with Board notification, paid military leave may be granted beyond what is provided by the applicable state law. Closing Date/Time: Continuous
ALBEMARLE COUNTY, VA
Charlottesville, Virginia, United States
Management Analyst IV - Office of Grants & Agreements Department of Finance & Budget Full Time, 12 Months Exempt, Pay Grade 35 Benefts Eligible, VRS Eligible Job Summary/ Objective: Performs complex professional financial reconciliation and analysis and policy work in the review, maintenance and preparation of grants and agreements and actively collaborating across all departments. They will provide excellent service supporting the Office of Grants and Agreements mission. They will assist in the County’s grant management function including grant application, monitoring of award budget and performance, and grant reporting and compliance. Operationally supports the County’s agreements and operational relationships with its partner entities, constitutional officers, regional entities, as well as other strategic contracts. Work is performed with a high degree of independence. Supervisory Responsibilities: N/A Essential Functions: Performs monthly, quarterly and annual financial reconciliation, analysis, review, and reporting; specifically with a focus on grants and agreements. Provides routine financial reports with data-driven recommendations to internal and external stakeholders. Serves as the primary liaison for County departments and external stakeholders on grants and agreements compliance, including tracking grants, awards, and agreements, monitoring financial activity, maintaining records, compliance reporting, reconciling financial activity, preparing reports and recommendations to County leadership, internal auditing, and related financial analysis, data research, and customer services. Leads the coordination and implementation of the post-award portion of the County’s grant process and post-agreement management of requirements, including supporting departments with complex legal, contractual, and agency requirements, obtaining necessary approvals, and ensuring compliance. Prepares, reviews, and submits required reports to various federal, state, and local agencies and ensures compliance with relevant requirements. Develops, enhances, and implements policies, procedures, forms, and compliance for the development and management of grants and agreements, actively addressing any external considerations that need incorporation into day-to-day efforts. Leads and implements collaboration with a variety of Department of Finance and Budget subject matter experts and offices to ensure grant and agreement compliance. Provides leadership to the timely completion of deliverables required by grant and agreements plans, etc. bringing a perspective that bridges across siloed departments and business processes to inform a solid wing to wing design and rollout; Serves as an office or departmental representative in special projects, such as improving work processes and systems or other operational improvements. Performs other duties as assigned. Competency: Knowledge/ Skills/Abilities: Knowledge of the principles and practices of public administration, with particular emphasis on grants administration and compliance. Knowledge of contract and agreement management, structure, and workflow. Experience with local governmental budget development, budget management and appropriation processes, and financial administration practices including generally accepted accounting principles. Understanding of local government financial regulations and legal contract compliance. Ability to take initiative to develop solutions to challenges when answers are not readily evident. Detail oriented with ability to manage short-term and long-term deadlines. Excellent communication skills - both written and verbal. Excellent customer service skills. Proficiency with Microsoft Office Suite (Excel, Word, Outlook, PowerPoint). Work involves internal and external communication and requires a knowledge of applicable Federal and State rules, regulations and State and Albemarle County policies and procedures. Required Education and Experience: Requires a bachelor’s degree in Business Administration, Public Administration, Finance, or related fields; with preferred course work in business, accounting, finance, management, economics, or statistics. Minimum of 4 years of financial management and analysis experience involving the maintenance of complex financial or statistical records required. Experience must also include demonstrated proficiency in the use of software to collect, analyze, and present data. Physical and Mental Requirements: Works in an office environment with limited physical activities. Includes in person and virtual meetings, giving presentations, and regular use of computers. Occasional work after normal duty hours and during peak workload periods. Regular contact with County employees, state or regional partners, senior leadership and elected officials. Interactions include persuasive discussions, potential for conflict, and require use of tact and diplomacy. Occasional travel to state and regional meetings is necessary. Salary Range: The salary range for this position is $82,443 - $91,121 annually. Starting offer is based on applicable education beyond minimum requirements and internal equity. The position also provides excellent benefits including 12 paid holidays, paid vacation and sick leave, health insurance options with employer contribution, employer-paid life insurance, VRS retirement, and continuing education/training opportunities. This is a full time, FLSA exempt position. Internal candidates will receive pay adjustments in accordance with Local Government Personnel Policy, §P-60. Deadline for Applications: Position open until May 20, 2024 Remote Work : This position is eligible for a hybrid remote work schedule that is in compliance with the County’s Remote Work Policy and meets the operational and service needs for the position. All County staff must maintain residence within the Commonwealth of Virginia. Albemarle County Core Values: Albemarle County holds its employees to the highest standards in fulfilling the County’s Vision and Mission. We believe in excellence in public service through Community: We expect diversity, equity and inclusion to be integrated into how we live our mission. Integrity: We value our customers and co-workers by always providing honest and fair treatment. Innovation: We embrace creativity and positive change. Stewardship: We honor our role as stewards of the public trust by managing our natural, human, and financial resources respectfully and responsibly. Learning: We encourage and support lifelong learning and personal and professional growth.
Apr 30, 2024
Full Time
Management Analyst IV - Office of Grants & Agreements Department of Finance & Budget Full Time, 12 Months Exempt, Pay Grade 35 Benefts Eligible, VRS Eligible Job Summary/ Objective: Performs complex professional financial reconciliation and analysis and policy work in the review, maintenance and preparation of grants and agreements and actively collaborating across all departments. They will provide excellent service supporting the Office of Grants and Agreements mission. They will assist in the County’s grant management function including grant application, monitoring of award budget and performance, and grant reporting and compliance. Operationally supports the County’s agreements and operational relationships with its partner entities, constitutional officers, regional entities, as well as other strategic contracts. Work is performed with a high degree of independence. Supervisory Responsibilities: N/A Essential Functions: Performs monthly, quarterly and annual financial reconciliation, analysis, review, and reporting; specifically with a focus on grants and agreements. Provides routine financial reports with data-driven recommendations to internal and external stakeholders. Serves as the primary liaison for County departments and external stakeholders on grants and agreements compliance, including tracking grants, awards, and agreements, monitoring financial activity, maintaining records, compliance reporting, reconciling financial activity, preparing reports and recommendations to County leadership, internal auditing, and related financial analysis, data research, and customer services. Leads the coordination and implementation of the post-award portion of the County’s grant process and post-agreement management of requirements, including supporting departments with complex legal, contractual, and agency requirements, obtaining necessary approvals, and ensuring compliance. Prepares, reviews, and submits required reports to various federal, state, and local agencies and ensures compliance with relevant requirements. Develops, enhances, and implements policies, procedures, forms, and compliance for the development and management of grants and agreements, actively addressing any external considerations that need incorporation into day-to-day efforts. Leads and implements collaboration with a variety of Department of Finance and Budget subject matter experts and offices to ensure grant and agreement compliance. Provides leadership to the timely completion of deliverables required by grant and agreements plans, etc. bringing a perspective that bridges across siloed departments and business processes to inform a solid wing to wing design and rollout; Serves as an office or departmental representative in special projects, such as improving work processes and systems or other operational improvements. Performs other duties as assigned. Competency: Knowledge/ Skills/Abilities: Knowledge of the principles and practices of public administration, with particular emphasis on grants administration and compliance. Knowledge of contract and agreement management, structure, and workflow. Experience with local governmental budget development, budget management and appropriation processes, and financial administration practices including generally accepted accounting principles. Understanding of local government financial regulations and legal contract compliance. Ability to take initiative to develop solutions to challenges when answers are not readily evident. Detail oriented with ability to manage short-term and long-term deadlines. Excellent communication skills - both written and verbal. Excellent customer service skills. Proficiency with Microsoft Office Suite (Excel, Word, Outlook, PowerPoint). Work involves internal and external communication and requires a knowledge of applicable Federal and State rules, regulations and State and Albemarle County policies and procedures. Required Education and Experience: Requires a bachelor’s degree in Business Administration, Public Administration, Finance, or related fields; with preferred course work in business, accounting, finance, management, economics, or statistics. Minimum of 4 years of financial management and analysis experience involving the maintenance of complex financial or statistical records required. Experience must also include demonstrated proficiency in the use of software to collect, analyze, and present data. Physical and Mental Requirements: Works in an office environment with limited physical activities. Includes in person and virtual meetings, giving presentations, and regular use of computers. Occasional work after normal duty hours and during peak workload periods. Regular contact with County employees, state or regional partners, senior leadership and elected officials. Interactions include persuasive discussions, potential for conflict, and require use of tact and diplomacy. Occasional travel to state and regional meetings is necessary. Salary Range: The salary range for this position is $82,443 - $91,121 annually. Starting offer is based on applicable education beyond minimum requirements and internal equity. The position also provides excellent benefits including 12 paid holidays, paid vacation and sick leave, health insurance options with employer contribution, employer-paid life insurance, VRS retirement, and continuing education/training opportunities. This is a full time, FLSA exempt position. Internal candidates will receive pay adjustments in accordance with Local Government Personnel Policy, §P-60. Deadline for Applications: Position open until May 20, 2024 Remote Work : This position is eligible for a hybrid remote work schedule that is in compliance with the County’s Remote Work Policy and meets the operational and service needs for the position. All County staff must maintain residence within the Commonwealth of Virginia. Albemarle County Core Values: Albemarle County holds its employees to the highest standards in fulfilling the County’s Vision and Mission. We believe in excellence in public service through Community: We expect diversity, equity and inclusion to be integrated into how we live our mission. Integrity: We value our customers and co-workers by always providing honest and fair treatment. Innovation: We embrace creativity and positive change. Stewardship: We honor our role as stewards of the public trust by managing our natural, human, and financial resources respectfully and responsibly. Learning: We encourage and support lifelong learning and personal and professional growth.
SAN BERNARDINO SUPERIOR COURT
San Bernardino, California, United States
Description The Superior Court of California, County of San Bernardino, is seeking a qualified Fiscal Analyst . Fiscal analysts are pivotal in ensuring financial stability and strategic decision-making within organizations. Join our team as a fiscal analyst and dive into the intricate world of financial data analysis and forecasting, where your expertise will drive fiscal responsibility and organizational growth. SALARY UPDATES Effective the first full pay period on October 2024, the salary range will increase by 3% ; approximate salary range $86,070 - $109,958 annually. Benefits Highlights VIEW THE 2024 BENEFITS GUIDE (Download PDF reader) . TELEWORK/ALTERNATIVE SCHEDULE OPPORTUNITY This position is eligible for a combination of telework and on-site work assignments OR an alternative (9/80) schedule after successful completion of the probationary period. Telework must be completed from a pre-designated home-based location within the State of California and employees may be required to report on-site to address business needs. Telework is at the sole discretion of the Court and may be rescinded immediately, without prior notice, based on the needs of the San Bernardino County Superior Court. ABOUT THE POSITION The Fiscal Analyst plans, organizes, supervises, and participates in the work of staff providing a variety of professional and advanced level research and analytical activities in support of the Court’s F inancial Services Department. This includes forecasting, financial reporting, and analysis of financial data to support decision-making processes which includes creating dashboards and data visualization tools to facilitate decision making and collaborates with other analysts within the organization to improve data analysis; may provide training or support for implementation of new Financial Services programs, policies, and legislation. The role requires a strong understanding of accounting principles, financial modeling, and local government financial operations. The official classification is Management Analyst II and is currently under review. For full position details, please view the job description . Essential Functions The duties specified below are representative of the range of duties assigned to this job class and are not intended to be an inclusive list. Performs difficult or complex analytical work and project management responsibilities that may involve sensitive issues requiring resolution and court-wide impact; work is often assigned on a project basis, and usually culminates in recommendations communicated to judicial leaders and executive management. Some projects may be assigned on a long-term or on-going basis.Provides technical assistance to Court Management by conducting research and drafting documents and materials for review; develops data collection tools, including surveys and questionnaires; analyzes program and operational data and develops recommendations to improve productivity and effectiveness.Work with or serve as a subject-matter expert for a variety of projects and provides project support to committees and project chairs, including support for the case management systems and JBSIS; gathers and compiles data from various sources; analyzes data, including budget, statistical and operational needs; explains processes and techniques, monitors information, evaluates possible courses of actions and outcomes, and develops workflow and productivity plans.Track, monitor and advise management of the status of and changes in current and/or pending legislation; researches and makes policy recommendations; drafts legislative proposals.Undertakes a variety of administrative and operational studies including cost/benefit analysis, equip ment usage, staffing patterns, work flow optimization and space utilization; prepares special management reports by compiling, evaluating, interpreting and reporting on current and projected results of operational, financial and administrative activities.Represents the court in designated meetings; participates in committees and/or task forces involving court administration, management, and fiscal/budgetary and personnel matters; coordinates with county and state management staff.Prepares and reviews grant proposals; prepares claims for reimbursement for grant and state pro grams; interfaces with governmental agencies regarding requirements for obtaining funds.May function as a project lead or manage small programs involving management and operational issues; develops project prior ities, plans and schedules; monitors project progress and provides status reports; develops, recom mends and implements project changes; research new innovative trends and introduces programs to meet the Court's needs; evaluates program effectiveness and recommends that program improvements, expansion, or termination as needed.Plans, organizes and facilitates training events and conferences; develops training matrix, manages budgets; meets and makes arrangements with vendors; creates and monitors registration processes, answers inquiries from potential attendees and purchases necessary supplies following established procedures.Drafts a wide variety of materials on assigned issues, including reports, procedures, manuals, handouts, publications, brochures, press releases, newsletters, flyers, communications memoranda, graphs and charts for presentations, proposed policy changes and other materials.Prepare statistical reports and conduct analysis and validate data to comply with state reporting and funding requirements and perform some trend analysis.Performs other duties as assigned. Minimum Qualifications Graduation from an accredited four (4) year college or university with a major in public or business admin istration, criminal justice, court administration or a closely related field, and at least three (3) years of professional experience performing statistical analysis, special studies or complex program/project management responsibilities. Experience in a trial court is preferred. A master's degree in one of the above fields will be accepted for one (1) year of experience. Licenses; Certificates; Special Requirements: A valid California Class C driver's license and the ability to maintain insurability under the Court's vehicle insurance program. In addition to the knowledge and abilities for Management Analyst I: Knowledge of: Principles of public administration and management; Principles, practices, and applications of statistical methods, systems, economic, and procedural analysis and research methods; Functions and operations of the Superior Court; Court policy issues, such as legislative proposals, statewide budget and governance policy; Principles, tools and techniques of project planning and management; Principles of cost/benefit and statistical analysis, accounting, budget preparation, purchasing, planning and personnel administration; Court ordinances, codes, procedures and practices regarding computer hardware, software and data security; Correct English usage, including spelling, grammar and punctuation; Court and/or departmental business processes commonly supported by applications; Safety policies and safe work practices applicable to the work. Ability to : Analyze procedural, operational, financial or budgetary problems, evaluate alternatives and reach sound, logical, fact-based conclusions and recommendations; Collect, evaluate and interpret data, either in statistical or narrative form; Conduct and facilitate meetings; create and deliver presentations; Gain the cooperation of associates, officials and the public; Work with minimal direction and under strict time constraints and competing priorities; Solve problems and make effective decisions; Manage and coordinate work groups and court-wide projects; Deal with sensitive, complex and confidential issues with tact and diplomacy; Organize, set priorities and exercise sound, independent judgment within areas of responsibility; Prepare clear, concise and comprehensive reports, correspondence and other documents appropriate to the audience; Operate a computer and use standard business and operations support software; Understand, interpret, explain and apply applicable laws, ordinances and technology policies; Read and interpret legislation and regulations; Represent the court effectively in dealings with vendors and contractors; Present proposals and recommendations clearly, logically and persuasively before the policy and decision-making bodies; Establish and maintain effective working relationships with internal and external customers such as judges, the Judicial Council, CJER and justice partners. ************************************************************************************************************ Resumes will not be accepted in lieu of the required application and supplemental questions. Human Resources will review applications to identify candidates who meet the minimum qualifications; therefore, it is to your benefit to include all pertinent work experience. When listing court experience, please include the dates and classification of each position held if there is more than one. Selection Process Applications will be reviewed to identify candidates with minimum qualifications and/or desirables. Only those who meet the minimum qualifications and desirables (if applicable) will proceed to the next step in the recruitment process.Candidates' supplemental question responses may be evaluated and ranked. Depending on the number of applications, assessments and/or screening interviews may be conducted. Candidates who are successful in step 2 will be placed on the eligible list and may be considered for interview. Placement on the eligible list does not guarantee an interview or employment. All candidates will be notified of their status via email at each process step. Additional steps in the selection process will include a background check and a reference check. REASONABLE ACCOMMODATIONS: The Superior Court of California, County of San Bernardino, is committed to providing reasonable accommodation to applicants as required by the Americans with Disabilities Act (ADA) and the Fair Employment and Housing Act (FEHA). Qualified individuals with disabilities who need a reasonable accommodation during the application or selection process may contact the Human Resources Office at (909) 521-3700 or via email at careers @sb-court.org . Individuals with hearing and/or speech impairments may also contact the recruiter for this position through the use of the California Relay Service by dialing 711. Physical Characteristics The physical and mental demands described in the job description are representative of those that employees must meet to perform the essential functions of this class successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The Superior Court of California, County of San Bernardino is an Equal Opportunity Employer- M/F/D/V. SUPERIOR COURT OF CALIFORNIA COUNTY OF SAN BERNARDINO BENEFITS SUMMARY The San Bernardino Superior Court offers a range of benefit programs for employees and their eligible dependents. These include medical, dental, vision, and life insurance, as well as a variety of voluntary benefits. Programs and benefit amounts vary and are based on bargaining unit, family size, hire date, plan selection, and number of hours worked.A summary of benefits is provided below. Health and Welfare Benefits MEDICAL: The Court offers a variety of comprehensive health plan options to fit individual employee needs. The Court contributes up to $200.00 in benefit plan dollars each pay period to help full-time employees pay for health premiums. In addition, the health plan subsidy the court contributes toward the employee cost is 58% of lowest cost HMO plan based on level of coverage. DENTAL: The dental subsidy is equivalent to 100% of the employee only DPPO plan (but not less than twenty dollars {$20.00} per pay period). VISION: Court-paid plan for employees and eligible dependents. No co-pay/deductible for eye exams; frames and standard lenses or contact lenses (in lieu of standard lenses) every twelve (12) months. SHORT-TERM DISABILITY: Court-paid benefit that provides partial income replacement in the event that an employee is unable to work due to a non-work related disability. LONG-TERM DISABILITY: Court-paid benefit that provides partial income replacement in the event that an employee is unable to work due to a non-work related disability. LIFE INSURANCE: Court-paid basic life insurance benefit of $60,000. Additional supplemental life and AD&D insurance benefits may be purchased voluntarily. MEDICAL REIMBURSEMENT ACCOUNT: Flexible Spending Account (FSA) that helps participating employees lower their taxable income. Under this plan, employees elect to set aside pre-tax money each pay period to pay for eligible out-of-pocket medical expenses for themselves and their eligible dependents that are not paid by insurance or reimbursed by any other benefit plan. The Court contributes a dollar for dollar match up to $20.00 per pay period up to a maximum of five-hundred dollars ($500.00) per plan year. DEPENDENT CARE ASSISTANCE PLAN: This is a type of Flexible Spending Account (FSA) that helps participating eligible employees lower their taxable income. Under this plan, employees may set aside pre-tax dollars to pay for qualified childcare or dependent care expenses that are necessary for the employee and/or spouse to continue working. Leave Allowances VACATION: After completion of the requisite hours of continuous service (based on the bargaining unit), employees are eligible to use accrued vacation allowance. Depending on length of service, employees may accrue from 80 to 200 hours annually. ADMINISTRATIVE LEAVE: Eighty (80) hours of additional leave to be used during the calendar year, prorated depending on start date. HOLIDAY: Fourteen (14) paid recognized holidays and the accrual of two (2) floating holidays annually. SICK LEAVE: Employees in regular positions accrue approximately 3.69 hours of sick leave per pay period to use during instances of authorized absence due to illness, injury, or medically related appointments. BEREAVEMENT LEAVE: ALL employees are eligible to receive a maximum of thirty-two (32) hours of paid leave per occurrence for bereavement leave due to the death of a person in the immediate family. Retirement and Deferred Compensation Plans RETIREMENT: The Court is a 1937 Act employer. More detailed information may be found by contacting SBCERA at (909) 885-7980 or toll-free at 1-877-722-3721 or by visiting the website at San Bernardino County Retirement Association. The Court does not pay into the Social Security system; however, it does contribute to Medicare. Retirement benefits subject to change. DEFERRED COMPENSATION: Employees are eligible to participate in the Court's 457 and/or the 401(k) Deferred Compensation Plans. These are supplemental retirement plans that permit employees to defer a certain portion of their pre or post tax salary, within certain Internal Revenue Service (IRS) limits, to an account maintained by an investment service provider. Participating employees in the pre-tax option postpone paying taxes on the deferred portion of their income. 401(k): The Court matches a percentage of the employee's earnable compensation based on the employee contributions. 457: Employees may elect to have a percentage of their salary or a flat amount deferred for a pre or post tax investment. RETIREMENT MEDICAL TRUST: This plan helps with the high cost of health care expenses after retirement. Participation is for those with ten (10) or more years of participation in SBCERA or where the individual contributed to a public sector retirement system or system(s) over a ten (10) year period and did not withdraw the contribution form the retirement system(s). Under this plan, eligible retired participants pay for qualified expenses on a non-tax basis. All contributions, earnings, and reimbursements are tax free. The trust is funded by the eligible cash value of the participant's sick leave upon separation of service and Court contributions. The Court contributes a percentage of the employee's salary to the trust per pay period. Additional Benefits TUITION BENEFIT: The Court shall provide $1,000.00 per fiscal year to be used for job related education or career development, book fees or to reimburse membership dues in professional organizations. CAR ALLOWANCE: Use of Court Vehicle. CELL PHONE: The Court shall provide reimbursement of $20.00 for voice and $20.00 for data services per month upon submission of proper forms and documentation. FLEXIBLE WORK SCHEDULE: The Court recognizes the importance of work/life balance. Employees may request alternative work scheduling or flexible work schedules when classifications meet the requirements. COMMUTER SERVICES: This program assists with providing information on carpools, rideshare matching, and public transportation options. The Court offers incentives for employees eligible to participating in Ridesharing activities. The Human Resources Department reserves the right to modify the benefit programs in accordance with the Personnel Rules and Regulations. Closing Date/Time: 5/5/2024 11:59 PM Pacific
Apr 13, 2024
Full Time
Description The Superior Court of California, County of San Bernardino, is seeking a qualified Fiscal Analyst . Fiscal analysts are pivotal in ensuring financial stability and strategic decision-making within organizations. Join our team as a fiscal analyst and dive into the intricate world of financial data analysis and forecasting, where your expertise will drive fiscal responsibility and organizational growth. SALARY UPDATES Effective the first full pay period on October 2024, the salary range will increase by 3% ; approximate salary range $86,070 - $109,958 annually. Benefits Highlights VIEW THE 2024 BENEFITS GUIDE (Download PDF reader) . TELEWORK/ALTERNATIVE SCHEDULE OPPORTUNITY This position is eligible for a combination of telework and on-site work assignments OR an alternative (9/80) schedule after successful completion of the probationary period. Telework must be completed from a pre-designated home-based location within the State of California and employees may be required to report on-site to address business needs. Telework is at the sole discretion of the Court and may be rescinded immediately, without prior notice, based on the needs of the San Bernardino County Superior Court. ABOUT THE POSITION The Fiscal Analyst plans, organizes, supervises, and participates in the work of staff providing a variety of professional and advanced level research and analytical activities in support of the Court’s F inancial Services Department. This includes forecasting, financial reporting, and analysis of financial data to support decision-making processes which includes creating dashboards and data visualization tools to facilitate decision making and collaborates with other analysts within the organization to improve data analysis; may provide training or support for implementation of new Financial Services programs, policies, and legislation. The role requires a strong understanding of accounting principles, financial modeling, and local government financial operations. The official classification is Management Analyst II and is currently under review. For full position details, please view the job description . Essential Functions The duties specified below are representative of the range of duties assigned to this job class and are not intended to be an inclusive list. Performs difficult or complex analytical work and project management responsibilities that may involve sensitive issues requiring resolution and court-wide impact; work is often assigned on a project basis, and usually culminates in recommendations communicated to judicial leaders and executive management. Some projects may be assigned on a long-term or on-going basis.Provides technical assistance to Court Management by conducting research and drafting documents and materials for review; develops data collection tools, including surveys and questionnaires; analyzes program and operational data and develops recommendations to improve productivity and effectiveness.Work with or serve as a subject-matter expert for a variety of projects and provides project support to committees and project chairs, including support for the case management systems and JBSIS; gathers and compiles data from various sources; analyzes data, including budget, statistical and operational needs; explains processes and techniques, monitors information, evaluates possible courses of actions and outcomes, and develops workflow and productivity plans.Track, monitor and advise management of the status of and changes in current and/or pending legislation; researches and makes policy recommendations; drafts legislative proposals.Undertakes a variety of administrative and operational studies including cost/benefit analysis, equip ment usage, staffing patterns, work flow optimization and space utilization; prepares special management reports by compiling, evaluating, interpreting and reporting on current and projected results of operational, financial and administrative activities.Represents the court in designated meetings; participates in committees and/or task forces involving court administration, management, and fiscal/budgetary and personnel matters; coordinates with county and state management staff.Prepares and reviews grant proposals; prepares claims for reimbursement for grant and state pro grams; interfaces with governmental agencies regarding requirements for obtaining funds.May function as a project lead or manage small programs involving management and operational issues; develops project prior ities, plans and schedules; monitors project progress and provides status reports; develops, recom mends and implements project changes; research new innovative trends and introduces programs to meet the Court's needs; evaluates program effectiveness and recommends that program improvements, expansion, or termination as needed.Plans, organizes and facilitates training events and conferences; develops training matrix, manages budgets; meets and makes arrangements with vendors; creates and monitors registration processes, answers inquiries from potential attendees and purchases necessary supplies following established procedures.Drafts a wide variety of materials on assigned issues, including reports, procedures, manuals, handouts, publications, brochures, press releases, newsletters, flyers, communications memoranda, graphs and charts for presentations, proposed policy changes and other materials.Prepare statistical reports and conduct analysis and validate data to comply with state reporting and funding requirements and perform some trend analysis.Performs other duties as assigned. Minimum Qualifications Graduation from an accredited four (4) year college or university with a major in public or business admin istration, criminal justice, court administration or a closely related field, and at least three (3) years of professional experience performing statistical analysis, special studies or complex program/project management responsibilities. Experience in a trial court is preferred. A master's degree in one of the above fields will be accepted for one (1) year of experience. Licenses; Certificates; Special Requirements: A valid California Class C driver's license and the ability to maintain insurability under the Court's vehicle insurance program. In addition to the knowledge and abilities for Management Analyst I: Knowledge of: Principles of public administration and management; Principles, practices, and applications of statistical methods, systems, economic, and procedural analysis and research methods; Functions and operations of the Superior Court; Court policy issues, such as legislative proposals, statewide budget and governance policy; Principles, tools and techniques of project planning and management; Principles of cost/benefit and statistical analysis, accounting, budget preparation, purchasing, planning and personnel administration; Court ordinances, codes, procedures and practices regarding computer hardware, software and data security; Correct English usage, including spelling, grammar and punctuation; Court and/or departmental business processes commonly supported by applications; Safety policies and safe work practices applicable to the work. Ability to : Analyze procedural, operational, financial or budgetary problems, evaluate alternatives and reach sound, logical, fact-based conclusions and recommendations; Collect, evaluate and interpret data, either in statistical or narrative form; Conduct and facilitate meetings; create and deliver presentations; Gain the cooperation of associates, officials and the public; Work with minimal direction and under strict time constraints and competing priorities; Solve problems and make effective decisions; Manage and coordinate work groups and court-wide projects; Deal with sensitive, complex and confidential issues with tact and diplomacy; Organize, set priorities and exercise sound, independent judgment within areas of responsibility; Prepare clear, concise and comprehensive reports, correspondence and other documents appropriate to the audience; Operate a computer and use standard business and operations support software; Understand, interpret, explain and apply applicable laws, ordinances and technology policies; Read and interpret legislation and regulations; Represent the court effectively in dealings with vendors and contractors; Present proposals and recommendations clearly, logically and persuasively before the policy and decision-making bodies; Establish and maintain effective working relationships with internal and external customers such as judges, the Judicial Council, CJER and justice partners. ************************************************************************************************************ Resumes will not be accepted in lieu of the required application and supplemental questions. Human Resources will review applications to identify candidates who meet the minimum qualifications; therefore, it is to your benefit to include all pertinent work experience. When listing court experience, please include the dates and classification of each position held if there is more than one. Selection Process Applications will be reviewed to identify candidates with minimum qualifications and/or desirables. Only those who meet the minimum qualifications and desirables (if applicable) will proceed to the next step in the recruitment process.Candidates' supplemental question responses may be evaluated and ranked. Depending on the number of applications, assessments and/or screening interviews may be conducted. Candidates who are successful in step 2 will be placed on the eligible list and may be considered for interview. Placement on the eligible list does not guarantee an interview or employment. All candidates will be notified of their status via email at each process step. Additional steps in the selection process will include a background check and a reference check. REASONABLE ACCOMMODATIONS: The Superior Court of California, County of San Bernardino, is committed to providing reasonable accommodation to applicants as required by the Americans with Disabilities Act (ADA) and the Fair Employment and Housing Act (FEHA). Qualified individuals with disabilities who need a reasonable accommodation during the application or selection process may contact the Human Resources Office at (909) 521-3700 or via email at careers @sb-court.org . Individuals with hearing and/or speech impairments may also contact the recruiter for this position through the use of the California Relay Service by dialing 711. Physical Characteristics The physical and mental demands described in the job description are representative of those that employees must meet to perform the essential functions of this class successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The Superior Court of California, County of San Bernardino is an Equal Opportunity Employer- M/F/D/V. SUPERIOR COURT OF CALIFORNIA COUNTY OF SAN BERNARDINO BENEFITS SUMMARY The San Bernardino Superior Court offers a range of benefit programs for employees and their eligible dependents. These include medical, dental, vision, and life insurance, as well as a variety of voluntary benefits. Programs and benefit amounts vary and are based on bargaining unit, family size, hire date, plan selection, and number of hours worked.A summary of benefits is provided below. Health and Welfare Benefits MEDICAL: The Court offers a variety of comprehensive health plan options to fit individual employee needs. The Court contributes up to $200.00 in benefit plan dollars each pay period to help full-time employees pay for health premiums. In addition, the health plan subsidy the court contributes toward the employee cost is 58% of lowest cost HMO plan based on level of coverage. DENTAL: The dental subsidy is equivalent to 100% of the employee only DPPO plan (but not less than twenty dollars {$20.00} per pay period). VISION: Court-paid plan for employees and eligible dependents. No co-pay/deductible for eye exams; frames and standard lenses or contact lenses (in lieu of standard lenses) every twelve (12) months. SHORT-TERM DISABILITY: Court-paid benefit that provides partial income replacement in the event that an employee is unable to work due to a non-work related disability. LONG-TERM DISABILITY: Court-paid benefit that provides partial income replacement in the event that an employee is unable to work due to a non-work related disability. LIFE INSURANCE: Court-paid basic life insurance benefit of $60,000. Additional supplemental life and AD&D insurance benefits may be purchased voluntarily. MEDICAL REIMBURSEMENT ACCOUNT: Flexible Spending Account (FSA) that helps participating employees lower their taxable income. Under this plan, employees elect to set aside pre-tax money each pay period to pay for eligible out-of-pocket medical expenses for themselves and their eligible dependents that are not paid by insurance or reimbursed by any other benefit plan. The Court contributes a dollar for dollar match up to $20.00 per pay period up to a maximum of five-hundred dollars ($500.00) per plan year. DEPENDENT CARE ASSISTANCE PLAN: This is a type of Flexible Spending Account (FSA) that helps participating eligible employees lower their taxable income. Under this plan, employees may set aside pre-tax dollars to pay for qualified childcare or dependent care expenses that are necessary for the employee and/or spouse to continue working. Leave Allowances VACATION: After completion of the requisite hours of continuous service (based on the bargaining unit), employees are eligible to use accrued vacation allowance. Depending on length of service, employees may accrue from 80 to 200 hours annually. ADMINISTRATIVE LEAVE: Eighty (80) hours of additional leave to be used during the calendar year, prorated depending on start date. HOLIDAY: Fourteen (14) paid recognized holidays and the accrual of two (2) floating holidays annually. SICK LEAVE: Employees in regular positions accrue approximately 3.69 hours of sick leave per pay period to use during instances of authorized absence due to illness, injury, or medically related appointments. BEREAVEMENT LEAVE: ALL employees are eligible to receive a maximum of thirty-two (32) hours of paid leave per occurrence for bereavement leave due to the death of a person in the immediate family. Retirement and Deferred Compensation Plans RETIREMENT: The Court is a 1937 Act employer. More detailed information may be found by contacting SBCERA at (909) 885-7980 or toll-free at 1-877-722-3721 or by visiting the website at San Bernardino County Retirement Association. The Court does not pay into the Social Security system; however, it does contribute to Medicare. Retirement benefits subject to change. DEFERRED COMPENSATION: Employees are eligible to participate in the Court's 457 and/or the 401(k) Deferred Compensation Plans. These are supplemental retirement plans that permit employees to defer a certain portion of their pre or post tax salary, within certain Internal Revenue Service (IRS) limits, to an account maintained by an investment service provider. Participating employees in the pre-tax option postpone paying taxes on the deferred portion of their income. 401(k): The Court matches a percentage of the employee's earnable compensation based on the employee contributions. 457: Employees may elect to have a percentage of their salary or a flat amount deferred for a pre or post tax investment. RETIREMENT MEDICAL TRUST: This plan helps with the high cost of health care expenses after retirement. Participation is for those with ten (10) or more years of participation in SBCERA or where the individual contributed to a public sector retirement system or system(s) over a ten (10) year period and did not withdraw the contribution form the retirement system(s). Under this plan, eligible retired participants pay for qualified expenses on a non-tax basis. All contributions, earnings, and reimbursements are tax free. The trust is funded by the eligible cash value of the participant's sick leave upon separation of service and Court contributions. The Court contributes a percentage of the employee's salary to the trust per pay period. Additional Benefits TUITION BENEFIT: The Court shall provide $1,000.00 per fiscal year to be used for job related education or career development, book fees or to reimburse membership dues in professional organizations. CAR ALLOWANCE: Use of Court Vehicle. CELL PHONE: The Court shall provide reimbursement of $20.00 for voice and $20.00 for data services per month upon submission of proper forms and documentation. FLEXIBLE WORK SCHEDULE: The Court recognizes the importance of work/life balance. Employees may request alternative work scheduling or flexible work schedules when classifications meet the requirements. COMMUTER SERVICES: This program assists with providing information on carpools, rideshare matching, and public transportation options. The Court offers incentives for employees eligible to participating in Ridesharing activities. The Human Resources Department reserves the right to modify the benefit programs in accordance with the Personnel Rules and Regulations. Closing Date/Time: 5/5/2024 11:59 PM Pacific