Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band G Annual Salary Range $ 127,505.43 (Minimum) - $ 165,757.06 (Maximum) The negotiable salary offer will be between $127,505.43 - $151,482.76/annually commensurate with experience and education. Reports To Manager Budget and Administration DEFINITION Under general supervision, performs the most technical and complex tasks relative to assigned area of responsibility; may supervise, assign, review and participate in the work of staff responsible for providing professional level support on budget development and administration, financial analysis and project control work; ensures work quality and adherence to established policies and procedures; and performs related duties as assigned. CLASS CHARACTERISTICS This is the highest level within the Financial Analyst series. Positions at this master level perform the most complex duties assigned to the series or may be responsible for participating in supervising, assigning and reviewing the work of subordinate staff. Incumbents oversee the work of outside consultants or assisting higher-level managerial staff in planning and evaluating the quantity and quality of work performed by subordinate staff. Master level classes such as this are an extension of the advanced journey level class and often represent the highest non-supervisory tier or a specialized advanced journey level. Master level classes typically consist of non-supervisory principal positions. Positions in this class are flexibly staffed and can be filled by advancement from the advanced journey level, or when filled from the outside, by incumbents with prior full journey level experience. Current Assignment First review of applications will be on March 15, 2024 Capitol Corridor is an intercity passenger rail service connecting Auburn/Sacramento to Silicon Valley, including San Francisco, Oakland, and Berkeley. Fully funded by the State of California, Capitol Corridor receives administrative support from BART through a managing agency agreement and is a department within BART. The Principal Financial Analyst will be an integral member of CCJPA’s Finance Team performing the most complex duties assigned to the Financial Analyst series related to operating and capital budget development, administration, and reporting, financial analysis, and project control work; grant and funding administration and compliance; procurement and contract and compliance; ensuring work quality and adherence to policies and procedures; and performing related duties as assigned. The Principal Financial Analyst will provide consultation and training to CCJPA managers and staff on financial and procurement policies and procedures and may provide direction and oversight to subordinate staff. The Principal Financial Analyst may serve as the delegate for the Manager of Budget & Administration as needed. The ideal candidate will demonstrate strong knowledge and experience in the following areas beyond the minimum qualifications: Experience performing complex financial, statistical, comparative and management analyses, and performing accurate complex financial calculations. Intermediate to advanced experience with data analytics, data visualization, and/or business intelligence tools. Ability to successfully analyze and verify data for accuracy and resolving budget discrepancies and issues; Experience with Oracle Business Intelligence preferred. Intermediate to advanced computer, financial database, and Excel skills with the aptitude to learn new systems quickly. Experience with grant development, administration, and compliance. Experience providing financial support for projects and/or programs with complex funding sources and compliance requirements. Experience preparing clear and accurate financial, budget, and grant reports and charts for internal and external stakeholders. Experience creating financial models, forecasts, or cost-benefit analysis. Focus on continuous improvement and providing high-quality customer service and support to internal and/or external customers. Effective verbal and written communication skills; Exceptional organizational skills and demonstrated ability to plan and organize work for self and others to ensure that work is completed efficiently and in a timely manner. Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Examples of Duties Establishes schedules and methods for providing financial analysis services; identifies resource needs; reviews needs with appropriate management staff; allocates resources accordingly. Participates in the development of policies and procedures; monitors work activities to ensure compliance with established policies and procedures; makes recommendations for changes and improvements to existing standards and procedures. Recommends and assists in the implementation of goals and objectives; implements approved policies and procedures. Conducts complex financial and management studies to evaluate District system performance and operating efficiency; prepares and presents study findings and recommendations; implements recommendations and provides assistance to District departments in assessing performance against stated objectives. Performs the most technical and complex tasks of the work unit including specialized analyses and studies related to the District's budgeting, financial control and management analysis functions. Provides financial oversight on assigned projects; identifies funding sources; projects cash flow requirements; maintains budgetary records for proposed projects; compiles actual project costs; performs financial, statistical and comparative analysis of actual and budgeted costs. Participates in the preparation and administration of District-wide budgets; compiles and analyzes budget data; coordinates activities within other divisions and departments. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances; ensures that cost control methods are implemented and applied to program objectives. Develops and recommends improvements to computerized financial management system. Participates in the selection of assigned staff; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline procedures. Prepares analytical and statistical reports on operations and activities. Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of financial analysis and program management. May plan, prioritize, assign, supervise, review and participate in the work of staff responsible for complex financial, statistical and project control analysis in assigned area. Minimum Qualifications Education : A Bachelor’s degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of supervision, training and performance evaluation. Principles of financial and operational analysis. Financial, statistical and comparative analysis techniques and formulas. Principles and practices of project budget development, administration and control. Advanced principles and practices of accounting. Principles and practices of financial project management and scheduling. Methods and techniques for assessing performance against established objectives. Current office procedures, methods and equipment including computers. Applicable computer software applications. Related Federal, State and local laws, codes and regulations. Skill in : Selecting, supervising, training and evaluating staff. Performing complex financial, statistical, comparative and management analyses. Establishing and implementing procedures for budget and project control. Identifying funding sources for proposed and current projects. Performing accurate complex financial calculations. Developing, organizing and maintaining accurate financial records. Interpreting complex computerized records and reports. Interpreting complex contract provisions and change orders. Interpreting and explaining District policies and procedures. Preparing clear and concise financial and administrative reports. Operating office equipment including computers and supporting word processing and spreadsheet applications. Communicating Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: Continuous
Mar 07, 2024
Full Time
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band G Annual Salary Range $ 127,505.43 (Minimum) - $ 165,757.06 (Maximum) The negotiable salary offer will be between $127,505.43 - $151,482.76/annually commensurate with experience and education. Reports To Manager Budget and Administration DEFINITION Under general supervision, performs the most technical and complex tasks relative to assigned area of responsibility; may supervise, assign, review and participate in the work of staff responsible for providing professional level support on budget development and administration, financial analysis and project control work; ensures work quality and adherence to established policies and procedures; and performs related duties as assigned. CLASS CHARACTERISTICS This is the highest level within the Financial Analyst series. Positions at this master level perform the most complex duties assigned to the series or may be responsible for participating in supervising, assigning and reviewing the work of subordinate staff. Incumbents oversee the work of outside consultants or assisting higher-level managerial staff in planning and evaluating the quantity and quality of work performed by subordinate staff. Master level classes such as this are an extension of the advanced journey level class and often represent the highest non-supervisory tier or a specialized advanced journey level. Master level classes typically consist of non-supervisory principal positions. Positions in this class are flexibly staffed and can be filled by advancement from the advanced journey level, or when filled from the outside, by incumbents with prior full journey level experience. Current Assignment First review of applications will be on March 15, 2024 Capitol Corridor is an intercity passenger rail service connecting Auburn/Sacramento to Silicon Valley, including San Francisco, Oakland, and Berkeley. Fully funded by the State of California, Capitol Corridor receives administrative support from BART through a managing agency agreement and is a department within BART. The Principal Financial Analyst will be an integral member of CCJPA’s Finance Team performing the most complex duties assigned to the Financial Analyst series related to operating and capital budget development, administration, and reporting, financial analysis, and project control work; grant and funding administration and compliance; procurement and contract and compliance; ensuring work quality and adherence to policies and procedures; and performing related duties as assigned. The Principal Financial Analyst will provide consultation and training to CCJPA managers and staff on financial and procurement policies and procedures and may provide direction and oversight to subordinate staff. The Principal Financial Analyst may serve as the delegate for the Manager of Budget & Administration as needed. The ideal candidate will demonstrate strong knowledge and experience in the following areas beyond the minimum qualifications: Experience performing complex financial, statistical, comparative and management analyses, and performing accurate complex financial calculations. Intermediate to advanced experience with data analytics, data visualization, and/or business intelligence tools. Ability to successfully analyze and verify data for accuracy and resolving budget discrepancies and issues; Experience with Oracle Business Intelligence preferred. Intermediate to advanced computer, financial database, and Excel skills with the aptitude to learn new systems quickly. Experience with grant development, administration, and compliance. Experience providing financial support for projects and/or programs with complex funding sources and compliance requirements. Experience preparing clear and accurate financial, budget, and grant reports and charts for internal and external stakeholders. Experience creating financial models, forecasts, or cost-benefit analysis. Focus on continuous improvement and providing high-quality customer service and support to internal and/or external customers. Effective verbal and written communication skills; Exceptional organizational skills and demonstrated ability to plan and organize work for self and others to ensure that work is completed efficiently and in a timely manner. Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Examples of Duties Establishes schedules and methods for providing financial analysis services; identifies resource needs; reviews needs with appropriate management staff; allocates resources accordingly. Participates in the development of policies and procedures; monitors work activities to ensure compliance with established policies and procedures; makes recommendations for changes and improvements to existing standards and procedures. Recommends and assists in the implementation of goals and objectives; implements approved policies and procedures. Conducts complex financial and management studies to evaluate District system performance and operating efficiency; prepares and presents study findings and recommendations; implements recommendations and provides assistance to District departments in assessing performance against stated objectives. Performs the most technical and complex tasks of the work unit including specialized analyses and studies related to the District's budgeting, financial control and management analysis functions. Provides financial oversight on assigned projects; identifies funding sources; projects cash flow requirements; maintains budgetary records for proposed projects; compiles actual project costs; performs financial, statistical and comparative analysis of actual and budgeted costs. Participates in the preparation and administration of District-wide budgets; compiles and analyzes budget data; coordinates activities within other divisions and departments. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances; ensures that cost control methods are implemented and applied to program objectives. Develops and recommends improvements to computerized financial management system. Participates in the selection of assigned staff; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline procedures. Prepares analytical and statistical reports on operations and activities. Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of financial analysis and program management. May plan, prioritize, assign, supervise, review and participate in the work of staff responsible for complex financial, statistical and project control analysis in assigned area. Minimum Qualifications Education : A Bachelor’s degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of supervision, training and performance evaluation. Principles of financial and operational analysis. Financial, statistical and comparative analysis techniques and formulas. Principles and practices of project budget development, administration and control. Advanced principles and practices of accounting. Principles and practices of financial project management and scheduling. Methods and techniques for assessing performance against established objectives. Current office procedures, methods and equipment including computers. Applicable computer software applications. Related Federal, State and local laws, codes and regulations. Skill in : Selecting, supervising, training and evaluating staff. Performing complex financial, statistical, comparative and management analyses. Establishing and implementing procedures for budget and project control. Identifying funding sources for proposed and current projects. Performing accurate complex financial calculations. Developing, organizing and maintaining accurate financial records. Interpreting complex computerized records and reports. Interpreting complex contract provisions and change orders. Interpreting and explaining District policies and procedures. Preparing clear and concise financial and administrative reports. Operating office equipment including computers and supporting word processing and spreadsheet applications. Communicating Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: Continuous
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 04/10/2024 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
Mar 26, 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 04/10/2024 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 ATLANTA, GA
Atlanta, Georgia, United States
Posting Expires: 4/5/24 Salary Commensurate with Experience The Financial Analyst and Senior Financial Analyst report to the Grant Services Fiscal Manager. Primary responsibilities include but are not limited to the following: Essential Duties & Responsibilities • The Financial Analyst will serve as a credible and professional representative of the City of Atlanta by demonstrating professionalism, integrity, humility, knowledge, and excellence in carrying out the functions of this position • The Financial Analyst is responsible for providing departmental assistance to ensure compliance with grant program policies and procedures and accurate and timely recording of financial information in the City’s accounting system and HUD’s Integrated Disbursement & Information System (IDIS) • The Financial Analyst will coordinate with the program analysts, service providers, and City departments as necessary for grant-efficient and effective financial management • The Financial Analyst will manage the spending of various grant awards to ensure that all grant expenditures are reasonable, allocable, and allowable according to all federal, state, and local regulations • The Financial Analyst will track and report program income • The Financial Analyst will review and approve assigned award/grant budgets and disbursements for accuracy, allowability, and reasonableness • The Financial Analyst will assist in the preparation and review of legislation • The Financial Analyst will participate in onsite monitoring and desk audits, perform monthly grant reconciliations, and analyze expenditures activities. Financial Analysts will indicate any discrepancies between IDIS and Oracle to their manager specific to their portfolio • The Senior Financial Analyst will fund grant projects • The Financial Analyst will maintain current training and development on applicable federal grant programs and policies and the systems and tools used by CoA to conduct grants management, including IDIS, HMIS, SAGE, Oracle, Neighborly, Microsoft 365 suite, etc. • Reviewing NOFA applications • Actively participate in IDT work sessions • The Financial Analyst will monitor the contract’s financial performance, including the “burn rate,” to ensure compliance with the contract terms and immediately notify the manager and program manager of any deviations and potential non-completion and performance of the contract agreement • The Financial Analyst will process reimbursements after the HAP registry and Utilities Allowance updates generated by the Compliance Section 8 Team • Collaborates with Compliance for all annual Section 8 renewal • Prepare the request for YES yearend statement 60 days after the prior Fiscal Year (March 31) • Prepare the request for the budget due to HUD • Prepares the PnG checklist for the legislation • Prepares increments 120 days before the contract expires • Prepare the annual renewal for HUD - Operating Cost Adjustment Factor (OCAF) and coordinates with Compliance Section 8 Team as needed • Prepare and review the project budget in preparation for Purchase Order Creation • Add project setup and tasks in Oracle • These are typical responsibilities for this position and should not be construed as exclusive or all inclusive Financial Analysts will perform other duties as assigned Minimum Education and Experience Requirements: • A bachelor’s degree in a related field • Relevant work experience with government entitlement programs and mortgage underwriting experience, loan servicing and intake, credit counseling, banking, and federal program management experience • A degree can be substituted with relevant work experience in federal program management, mortgage underwriting experience, loan servicing and intake, credit counseling, banking, and national program management experience. Preferred Education & Experience: • Master’s degree in a related field • At least three years of direct experience in federal grants management related to HOPWA, HOME, ESG, CDBG, Section 8 Moderate Rehab, underwriting, and fiscal management. Licensures and Certifications Driver’s license valid at the time of appointment and remain valid while in position. Essential Capabilities and Work Environment Physical, lifting, and sensory capabilities are required to perform the job successfully under typical environmental conditions associated with the job Closing Date/Time: 2024-04-05
Mar 16, 2024
Full Time
Posting Expires: 4/5/24 Salary Commensurate with Experience The Financial Analyst and Senior Financial Analyst report to the Grant Services Fiscal Manager. Primary responsibilities include but are not limited to the following: Essential Duties & Responsibilities • The Financial Analyst will serve as a credible and professional representative of the City of Atlanta by demonstrating professionalism, integrity, humility, knowledge, and excellence in carrying out the functions of this position • The Financial Analyst is responsible for providing departmental assistance to ensure compliance with grant program policies and procedures and accurate and timely recording of financial information in the City’s accounting system and HUD’s Integrated Disbursement & Information System (IDIS) • The Financial Analyst will coordinate with the program analysts, service providers, and City departments as necessary for grant-efficient and effective financial management • The Financial Analyst will manage the spending of various grant awards to ensure that all grant expenditures are reasonable, allocable, and allowable according to all federal, state, and local regulations • The Financial Analyst will track and report program income • The Financial Analyst will review and approve assigned award/grant budgets and disbursements for accuracy, allowability, and reasonableness • The Financial Analyst will assist in the preparation and review of legislation • The Financial Analyst will participate in onsite monitoring and desk audits, perform monthly grant reconciliations, and analyze expenditures activities. Financial Analysts will indicate any discrepancies between IDIS and Oracle to their manager specific to their portfolio • The Senior Financial Analyst will fund grant projects • The Financial Analyst will maintain current training and development on applicable federal grant programs and policies and the systems and tools used by CoA to conduct grants management, including IDIS, HMIS, SAGE, Oracle, Neighborly, Microsoft 365 suite, etc. • Reviewing NOFA applications • Actively participate in IDT work sessions • The Financial Analyst will monitor the contract’s financial performance, including the “burn rate,” to ensure compliance with the contract terms and immediately notify the manager and program manager of any deviations and potential non-completion and performance of the contract agreement • The Financial Analyst will process reimbursements after the HAP registry and Utilities Allowance updates generated by the Compliance Section 8 Team • Collaborates with Compliance for all annual Section 8 renewal • Prepare the request for YES yearend statement 60 days after the prior Fiscal Year (March 31) • Prepare the request for the budget due to HUD • Prepares the PnG checklist for the legislation • Prepares increments 120 days before the contract expires • Prepare the annual renewal for HUD - Operating Cost Adjustment Factor (OCAF) and coordinates with Compliance Section 8 Team as needed • Prepare and review the project budget in preparation for Purchase Order Creation • Add project setup and tasks in Oracle • These are typical responsibilities for this position and should not be construed as exclusive or all inclusive Financial Analysts will perform other duties as assigned Minimum Education and Experience Requirements: • A bachelor’s degree in a related field • Relevant work experience with government entitlement programs and mortgage underwriting experience, loan servicing and intake, credit counseling, banking, and federal program management experience • A degree can be substituted with relevant work experience in federal program management, mortgage underwriting experience, loan servicing and intake, credit counseling, banking, and national program management experience. Preferred Education & Experience: • Master’s degree in a related field • At least three years of direct experience in federal grants management related to HOPWA, HOME, ESG, CDBG, Section 8 Moderate Rehab, underwriting, and fiscal management. Licensures and Certifications Driver’s license valid at the time of appointment and remain valid while in position. Essential Capabilities and Work Environment Physical, lifting, and sensory capabilities are required to perform the job successfully under typical environmental conditions associated with the job Closing Date/Time: 2024-04-05
City of Costa Mesa, CA
Costa Mesa, California, United States
Description SALARY RANGE: Current: $99,576 - $133,440 annually ($8,298 - $11,120 per month) July 2024: $102,576 - $137,448 annually ($8,548 - $11,454 per month) THE DESCRIPTION: Under supervision, performs a variety of professional-level financial analysis in support of the City's financial management operations; prepares a diverse range of financial reports; reconciles complex financial transactions; and performs related work as required. CLASS CHARACTERISTICS: This journey-level classification is responsible for performing the full range of professional duties in support of the City's financial management operations, working independently, and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. APPLICATION AND SELECTION PROCESS: Applications must be completed and submitted online. This recruitment will remain open until filled and may close without prior notice, therefore prompt application is encouraged. First application review date is November 2, 2023. Applications must be completed and submitted on-line by the specified deadline . Candidates are requested to provide specific information regarding their education and experience as it relates to the position by completing all fields of the application. Applications may be rejected if incomplete . Do not include "see attached resume" in your responses, as they will not be accepted or reviewed in the application process. Based upon the information presented on the application, a limited number of candidates who possess qualifications most pertinent to the position will be invited to participate in the selection process. The selection process may include, but is not limited to the following components: application review and evaluation, written examination or exercise, physical examination, practical exercise and interview evaluation. Please notify the Human Resources Division 72 hours in advance of the test date if you have a disability which requires accommodation for the testing process. The eligibility list will be in effect for one (1) year, unless exhausted sooner. The eligibility list established from this recruitment may be utilized to fill lower-level vacancies which occur during the life of the list. It is recommended you use a personal email address on your application instead of a work email address. Notifications during this recruitment will be sent by email only (regardless of the notification preference selected during the on-line application process). Notifications will be sent to the email address that is listed on your online application. All employment offers made by the City are contingent upon establishing proof of a prospective candidate's legal authorization to work in the United States and successfully passing all components of the pre-employment process which may include, but is not limited to: comprehensive background check, criminal history check (livescan fingerprint check), polygraph examination, post-offer psychological evaluation and post-offer medical evaluation (may include drug screen). Based upon current and/or future assignments, an employee may be subject to pre-employment, random, reasonable and post-accident drug and alcohol testing pursuant to the Department of Transportation Regulations. Note: The provisions of this job bulletin do not constitute an expressed or implied contract. Any provisions contained within may be modified or revoked without notice. Essential Functions These functions may not be present in all positions in this class. When a position is to be filled, the essential functions will be noted in the announcement of position availability. Management reserves the right to add, modify, change or rescind work assignments as needed. Performs professional tasks in support of the City's financial management operations; prepares a variety of analyses such as revenue and expenditures, variances, personnel costs, and related fiscal documents. Prepares and/or assists in the preparation of, a diverse range of financial reports, including expenditure/revenue budget to actual comparison, monthly fiscal reports, the City's Annual Comprehensive Financial Report (ACFR), and other periodic financial reports. Conducts analysis of proposals; identifies issues and opportunities; assists with the development of alternative scenarios to improve service levels and lower costs. Explains relevant accounting guidelines to departmental staff; participates in the review and evaluation of requests to ensure compliance with City policies, procedures, and established guidelines; responds to questions, provides information and support to departments. Participates in the preparation, review, evaluation and monitoring of capital improvement program (CIP) plans and budgets; monitors and updates operating and capital budget adjustments and funding changes; reviews CIP requests for financial compliance. Reviews and performs financial analysis of various federal, state, and county grant financial reporting; prepares periodic and ad-hoc financial reports as assigned. Prepares journal entries and reconciliations for complex accounting transactions such as debt issuance and refunding, capital assets acquisition and related transactions. Provides assistance to department management, other City staff, and the public regarding fiscal or operational issues, policies, or procedures. Participates in or directs and monitors assigned projects related to debt management, treasury management and investments; performs research and statistical analysis; prepares and presents reports of findings and recommends appropriate action. Provides assistance in the enhancement of the City's core financial system, including implementing new modules and re-configuring existing applications. Compiles information and works with external parties/outside agencies on various program financial audits. Prepares and submits City Council agenda reports and various other commission, committee, and staff reports, resolutions, ordinances, and correspondence regarding assigned activities. Prepares cost estimates for labor relations. Performs other related work as required. Qualification Guidelines EDUCATION, TRAINING AND/OR EXPERIENCE: Graduation from a four-year college or university with major coursework in finance, accounting, economics, business administration, public administration, or related field. Responsible professional experience equivalent to four (4) years of full-time experience performing financial analysis, budgeting or accounting. Experience performing financial analysis, budgeting or accounting with a public agency is highly desirable. An equivalent combination of education and relevant experience that provides the desired knowledge, skills and abilities to successfully perform essential functions may also be considered. LICENSE AND/OR CERTIFICATE: Class C California Driver's License. Revocation of license during employment may result in disciplinary action or reassignment. REQUISITE KNOWLEDGE AND SKILL LEVELS: For detailed information on the requisite knowledge, skills, and abilities for this classification, please refer to the specific job description. The job description can be viewed by clicking the link below: Financial Analyst Supplemental Information PUBLIC EMPLOYEE DISASTER SERVICE WORKER: In accordance with Government Code Section 3100 - all City of Costa Mesa employees are required to perform assigned disaster service worker duties in the event of an emergency or a disaster. PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS : Please contact Human Resources for a summary of the essential tasks and environmental factors for this classification. Employee accommodations for physical or mental disabilities will be considered on a case-by-case basis. To view benefit information for all groups, Click Here New employees contribute 9% of their salary on a pre-tax basis towards the 2%@60 or 2%@62 CalPERS retirement formula depending on eligibility. Salary Increases: Effective July 2024: 3% increase Employees receive the following health insurance flexible benefits contribution: Current: $1,600monthly Effective January 2025: $1,650monthly The City does not participate in the Social Security system; however, federal mandate requires new employees to contribute 1.45% of wages to Medicare. As a condition of employment, all new employees are required to enroll and participate in the direct deposit program. Closing Date/Time:
Mar 08, 2024
Full Time
Description SALARY RANGE: Current: $99,576 - $133,440 annually ($8,298 - $11,120 per month) July 2024: $102,576 - $137,448 annually ($8,548 - $11,454 per month) THE DESCRIPTION: Under supervision, performs a variety of professional-level financial analysis in support of the City's financial management operations; prepares a diverse range of financial reports; reconciles complex financial transactions; and performs related work as required. CLASS CHARACTERISTICS: This journey-level classification is responsible for performing the full range of professional duties in support of the City's financial management operations, working independently, and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. APPLICATION AND SELECTION PROCESS: Applications must be completed and submitted online. This recruitment will remain open until filled and may close without prior notice, therefore prompt application is encouraged. First application review date is November 2, 2023. Applications must be completed and submitted on-line by the specified deadline . Candidates are requested to provide specific information regarding their education and experience as it relates to the position by completing all fields of the application. Applications may be rejected if incomplete . Do not include "see attached resume" in your responses, as they will not be accepted or reviewed in the application process. Based upon the information presented on the application, a limited number of candidates who possess qualifications most pertinent to the position will be invited to participate in the selection process. The selection process may include, but is not limited to the following components: application review and evaluation, written examination or exercise, physical examination, practical exercise and interview evaluation. Please notify the Human Resources Division 72 hours in advance of the test date if you have a disability which requires accommodation for the testing process. The eligibility list will be in effect for one (1) year, unless exhausted sooner. The eligibility list established from this recruitment may be utilized to fill lower-level vacancies which occur during the life of the list. It is recommended you use a personal email address on your application instead of a work email address. Notifications during this recruitment will be sent by email only (regardless of the notification preference selected during the on-line application process). Notifications will be sent to the email address that is listed on your online application. All employment offers made by the City are contingent upon establishing proof of a prospective candidate's legal authorization to work in the United States and successfully passing all components of the pre-employment process which may include, but is not limited to: comprehensive background check, criminal history check (livescan fingerprint check), polygraph examination, post-offer psychological evaluation and post-offer medical evaluation (may include drug screen). Based upon current and/or future assignments, an employee may be subject to pre-employment, random, reasonable and post-accident drug and alcohol testing pursuant to the Department of Transportation Regulations. Note: The provisions of this job bulletin do not constitute an expressed or implied contract. Any provisions contained within may be modified or revoked without notice. Essential Functions These functions may not be present in all positions in this class. When a position is to be filled, the essential functions will be noted in the announcement of position availability. Management reserves the right to add, modify, change or rescind work assignments as needed. Performs professional tasks in support of the City's financial management operations; prepares a variety of analyses such as revenue and expenditures, variances, personnel costs, and related fiscal documents. Prepares and/or assists in the preparation of, a diverse range of financial reports, including expenditure/revenue budget to actual comparison, monthly fiscal reports, the City's Annual Comprehensive Financial Report (ACFR), and other periodic financial reports. Conducts analysis of proposals; identifies issues and opportunities; assists with the development of alternative scenarios to improve service levels and lower costs. Explains relevant accounting guidelines to departmental staff; participates in the review and evaluation of requests to ensure compliance with City policies, procedures, and established guidelines; responds to questions, provides information and support to departments. Participates in the preparation, review, evaluation and monitoring of capital improvement program (CIP) plans and budgets; monitors and updates operating and capital budget adjustments and funding changes; reviews CIP requests for financial compliance. Reviews and performs financial analysis of various federal, state, and county grant financial reporting; prepares periodic and ad-hoc financial reports as assigned. Prepares journal entries and reconciliations for complex accounting transactions such as debt issuance and refunding, capital assets acquisition and related transactions. Provides assistance to department management, other City staff, and the public regarding fiscal or operational issues, policies, or procedures. Participates in or directs and monitors assigned projects related to debt management, treasury management and investments; performs research and statistical analysis; prepares and presents reports of findings and recommends appropriate action. Provides assistance in the enhancement of the City's core financial system, including implementing new modules and re-configuring existing applications. Compiles information and works with external parties/outside agencies on various program financial audits. Prepares and submits City Council agenda reports and various other commission, committee, and staff reports, resolutions, ordinances, and correspondence regarding assigned activities. Prepares cost estimates for labor relations. Performs other related work as required. Qualification Guidelines EDUCATION, TRAINING AND/OR EXPERIENCE: Graduation from a four-year college or university with major coursework in finance, accounting, economics, business administration, public administration, or related field. Responsible professional experience equivalent to four (4) years of full-time experience performing financial analysis, budgeting or accounting. Experience performing financial analysis, budgeting or accounting with a public agency is highly desirable. An equivalent combination of education and relevant experience that provides the desired knowledge, skills and abilities to successfully perform essential functions may also be considered. LICENSE AND/OR CERTIFICATE: Class C California Driver's License. Revocation of license during employment may result in disciplinary action or reassignment. REQUISITE KNOWLEDGE AND SKILL LEVELS: For detailed information on the requisite knowledge, skills, and abilities for this classification, please refer to the specific job description. The job description can be viewed by clicking the link below: Financial Analyst Supplemental Information PUBLIC EMPLOYEE DISASTER SERVICE WORKER: In accordance with Government Code Section 3100 - all City of Costa Mesa employees are required to perform assigned disaster service worker duties in the event of an emergency or a disaster. PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS : Please contact Human Resources for a summary of the essential tasks and environmental factors for this classification. Employee accommodations for physical or mental disabilities will be considered on a case-by-case basis. To view benefit information for all groups, Click Here New employees contribute 9% of their salary on a pre-tax basis towards the 2%@60 or 2%@62 CalPERS retirement formula depending on eligibility. Salary Increases: Effective July 2024: 3% increase Employees receive the following health insurance flexible benefits contribution: Current: $1,600monthly Effective January 2025: $1,650monthly The City does not participate in the Social Security system; however, federal mandate requires new employees to contribute 1.45% of wages to Medicare. As a condition of employment, all new employees are required to enroll and participate in the direct deposit program. Closing Date/Time:
Financial Analyst II (Decision Support) Job Description Department(s): Financial Analysis Reports to: Director IV FLSA status: Non-Exempt Salary Grade: L - $77,000 - $127,094 Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. The deadline for the first review of applications is on Thursday, March 21, 2024 at 11:59 PM. Applicants are encouraged to apply early. Applicants that apply after the first review are not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date. About CalOptima Health Are you looking for a career that changes lives? As the single largest health plan in Orange County, CalOptima Health serves one in three residents with health insurance programs for low-income children, adults, seniors and people with disabilities. Our 1,500 employees are valued for their individual perspectives and contributions and benefit from flexible work schedules, recognition and opportunities to grow. If you're looking for a rewarding career supporting a meaningful mission, along with generous benefits and recognition, consider joining us at CalOptima Health! About the Position The Financial Analyst II (Decision Support) will be responsible for providing quantitative financial analysis for various departments within CalOptima Health. Under general supervision, the incumbent will develop financial models used to forecast medical cost trends, provide support for provider contract negotiations, assess actuarial rate development studies, participate in annual budgeting functions and provide ad-hoc analytic support as needed. Duties & Responsibilities: Participates in a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability. Assists the team in carrying out department responsibilities and collaborates with others to support short- and long-term goals/priorities for the department. Researches, assesses and develops advanced tools, models, reports and approaches to increase accuracy and timeliness of data-driven work projects. Develops medical expense, revenue and enrollment projections to support the budget process. Develops financial models and reports to support provider contract negotiations. Develops return on investment and business case analyses for program initiatives under consideration by senior management. Provides clinical and utilization analyses to assist Medical Management with improving outcomes and quality of care for CalOptima Health members. Collaborates with the Data Warehouse team to design and recommend improvements to the data warehouse. Utilizes various software (Excel, SQL, Access, Tableau) as appropriate. Completes other projects and duties as assigned. Experience & Education: Bachelor's degree in business administration, finance, economics, actuarial sciences or related field required. 2 years of experience in a medical group, hospital or health plan setting required. Experience with managed health care or health insurance programs required. An equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying. Preferred Qualifications: Experienced user of Tableau and/or Microsoft SQL Server. Physical Demands and Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical demands: While performing duties of job, employee may be required to move about the organization. Employee must be able to sit for extended periods of time, as well as work at the computer for long periods. Employee is required to use hands and fingers, especially for typing on the computer and using the mouse. Must also be able to reach with hands and arms and must occasionally lift office supply boxes or laptop case, up to 25 pounds. Employee must be able to communicate, particularly for regular phone use, in meetings, face-to-face interaction and while presenting. Work Environment: Typical office environment with minimal to moderate noise levels and controlled office temperatures. About our Benefits & Wellness options: At CalOptima Health, we know that a healthy and happy workforce is a thriving workforce, which is why we offer a comprehensive benefits package, including participation in the California Public Employees Retirement System (CalPERS), low-cost medical/vision/dental insurance options, and paid time off. To support quality work-life balance, we allow flexible scheduling during core business hours, telework options for some positions, work schedules that allow every other Monday or Friday off (9/80 schedule), and a wellness program featuring diverse activities. Additionally, CalOptima Health contributes 4% of pensionable earnings to a 401(a) retirement program with no required employee contribution. Employees also have access to 457(b) retirement plans with pre/post-tax contribution options. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal employment opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. About our Benefits & Wellness options: At CalOptima Health, we know that a healthy and happy workforce is a thriving workforce, which is why we offer a comprehensive benefits package, including participation in the California Public Employees Retirement System (CalPERS), low-cost medical/vision/dental insurance options, and paid time off. To support quality work-life balance, we allow flexible scheduling during core business hours, telework options for some positions, work schedules that allow every other Monday or Friday off (9/80 schedule), and a wellness program featuring diverse activities. Additionally, CalOptima Health contributes 4% of pensionable earnings to a 401(a) retirement program with no required employee contribution. Employees also have access to 457(b) retirement plans with pre/post-tax contribution options. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal employment opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. About our Benefits & Wellness options: At CalOptima Health, we know that a healthy and happy workforce is a thriving workforce, which is why we offer a comprehensive benefits package, including participation in the California Public Employees Retirement System (CalPERS), low-cost medical/vision/dental insurance options, and paid time off. To support quality work-life balance, we allow flexible scheduling during core business hours, telework options for some positions, work schedules that allow every other Monday or Friday off (9/80 schedule), and a wellness program featuring diverse activities. Additionally, CalOptima Health contributes 4% of pensionable earnings to a 401(a) retirement program with no required employee contribution. Employees also have access to 457(b) retirement plans with pre/post-tax contribution options. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal employment opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. Job Location: Orange, California Position Type: To apply, visit https://jobs.silkroad.com/CalOptima/Careers/jobs/4558 Copyright 2022 Jobelephant.com Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-96503e846ab4ca4eab3599cb3fd3b19a
Mar 09, 2024
Full Time
Financial Analyst II (Decision Support) Job Description Department(s): Financial Analysis Reports to: Director IV FLSA status: Non-Exempt Salary Grade: L - $77,000 - $127,094 Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. The deadline for the first review of applications is on Thursday, March 21, 2024 at 11:59 PM. Applicants are encouraged to apply early. Applicants that apply after the first review are not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date. About CalOptima Health Are you looking for a career that changes lives? As the single largest health plan in Orange County, CalOptima Health serves one in three residents with health insurance programs for low-income children, adults, seniors and people with disabilities. Our 1,500 employees are valued for their individual perspectives and contributions and benefit from flexible work schedules, recognition and opportunities to grow. If you're looking for a rewarding career supporting a meaningful mission, along with generous benefits and recognition, consider joining us at CalOptima Health! About the Position The Financial Analyst II (Decision Support) will be responsible for providing quantitative financial analysis for various departments within CalOptima Health. Under general supervision, the incumbent will develop financial models used to forecast medical cost trends, provide support for provider contract negotiations, assess actuarial rate development studies, participate in annual budgeting functions and provide ad-hoc analytic support as needed. Duties & Responsibilities: Participates in a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability. Assists the team in carrying out department responsibilities and collaborates with others to support short- and long-term goals/priorities for the department. Researches, assesses and develops advanced tools, models, reports and approaches to increase accuracy and timeliness of data-driven work projects. Develops medical expense, revenue and enrollment projections to support the budget process. Develops financial models and reports to support provider contract negotiations. Develops return on investment and business case analyses for program initiatives under consideration by senior management. Provides clinical and utilization analyses to assist Medical Management with improving outcomes and quality of care for CalOptima Health members. Collaborates with the Data Warehouse team to design and recommend improvements to the data warehouse. Utilizes various software (Excel, SQL, Access, Tableau) as appropriate. Completes other projects and duties as assigned. Experience & Education: Bachelor's degree in business administration, finance, economics, actuarial sciences or related field required. 2 years of experience in a medical group, hospital or health plan setting required. Experience with managed health care or health insurance programs required. An equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying. Preferred Qualifications: Experienced user of Tableau and/or Microsoft SQL Server. Physical Demands and Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical demands: While performing duties of job, employee may be required to move about the organization. Employee must be able to sit for extended periods of time, as well as work at the computer for long periods. Employee is required to use hands and fingers, especially for typing on the computer and using the mouse. Must also be able to reach with hands and arms and must occasionally lift office supply boxes or laptop case, up to 25 pounds. Employee must be able to communicate, particularly for regular phone use, in meetings, face-to-face interaction and while presenting. Work Environment: Typical office environment with minimal to moderate noise levels and controlled office temperatures. About our Benefits & Wellness options: At CalOptima Health, we know that a healthy and happy workforce is a thriving workforce, which is why we offer a comprehensive benefits package, including participation in the California Public Employees Retirement System (CalPERS), low-cost medical/vision/dental insurance options, and paid time off. To support quality work-life balance, we allow flexible scheduling during core business hours, telework options for some positions, work schedules that allow every other Monday or Friday off (9/80 schedule), and a wellness program featuring diverse activities. Additionally, CalOptima Health contributes 4% of pensionable earnings to a 401(a) retirement program with no required employee contribution. Employees also have access to 457(b) retirement plans with pre/post-tax contribution options. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal employment opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. About our Benefits & Wellness options: At CalOptima Health, we know that a healthy and happy workforce is a thriving workforce, which is why we offer a comprehensive benefits package, including participation in the California Public Employees Retirement System (CalPERS), low-cost medical/vision/dental insurance options, and paid time off. To support quality work-life balance, we allow flexible scheduling during core business hours, telework options for some positions, work schedules that allow every other Monday or Friday off (9/80 schedule), and a wellness program featuring diverse activities. Additionally, CalOptima Health contributes 4% of pensionable earnings to a 401(a) retirement program with no required employee contribution. Employees also have access to 457(b) retirement plans with pre/post-tax contribution options. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal employment opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. About our Benefits & Wellness options: At CalOptima Health, we know that a healthy and happy workforce is a thriving workforce, which is why we offer a comprehensive benefits package, including participation in the California Public Employees Retirement System (CalPERS), low-cost medical/vision/dental insurance options, and paid time off. To support quality work-life balance, we allow flexible scheduling during core business hours, telework options for some positions, work schedules that allow every other Monday or Friday off (9/80 schedule), and a wellness program featuring diverse activities. Additionally, CalOptima Health contributes 4% of pensionable earnings to a 401(a) retirement program with no required employee contribution. Employees also have access to 457(b) retirement plans with pre/post-tax contribution options. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal employment opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. Job Location: Orange, California Position Type: To apply, visit https://jobs.silkroad.com/CalOptima/Careers/jobs/4558 Copyright 2022 Jobelephant.com Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-96503e846ab4ca4eab3599cb3fd3b19a
City of Grand Prairie, TX
Grand Prairie, Texas, United States
Job Summary Join our dynamic team in a pivotal role as a Financial Analyst! This is accomplished by preparing the annual budget, auditing bills and payments; submitting payments and keeping account of expenses; preparing, analyzing, and reconciling expenditures and revenue data; overseeing periodic review of budgets; and performing budget modifications. Other duties include maintaining records; paying bills for department; completing indirect cost studies; and interacting with other City employees and citizens. Elevate your career in a role that blends financial expertise with meaningful interactions, contributing to the success of our organization and apply with The City of Grand Prairie today! Essential Job Functions ESSENTIAL FUNCTIONS: Prepares annual budget by preparing and checking mathematical details on annual budgets; gathering information from appropriate sources; and compiling annual budget for the city. Prepares and analyzes expenditures and revenue data by extracting data and analyzing expenditure and revenue reports; advising supervisory personnel of expenditures and revenue trends; preparing periodic reports of expenditures and revenue to point out relationships of estimates to actual expenditures to supplement City budget reports. Oversees periodic review of budgets by preparing comparative analysis of operating program; analyzing costs in relation to services performed during previous financial year; submitting reports to Supervisor with recommendations for budget revisions. Performs budget modifications by analyzing accounting records and personnel costs data to determine financial resources required to implement programs; and submitting recommendations for budget allocations. Completes other tasks by maintaining records on the budget that include internal and external forms and procedures; paying bills for department; maintaining all time sheets for department; and completing indirect cost studies. All other duties as assigned by a supervisor/manager within your department/division. MANAGEMENT SERVICES DEPARTMENT BUDGET DIVISION SPECIFIC FUNCTIONS: Gathers and compiles budget, financial, forecast, and technical information from departments, schedules meetings, and compiles materials and binders for the budget allocation process. Assists department heads in developing budget requests. Perform financial analysis and research; prepare reports and make recommendations based on findings. Prepares narrative of analysis to go along with monthly budget reports, including the internal services department allocations, and assists Financial Analyst. Enters and maintains data in the budget software and assists with testing and troubleshooting when software issues arise; maintains data integrity of the financial database by carefully reviewing and reconciling budget reports with the general ledger. Meets quarterly with department budget contacts to disseminate budget information, discuss concerns, and address unforeseen events. Prepares various surveys, census reports, and other requests from outside organizations. Primary contact to the community on questions about funding mechanisms. Prepares and presents presentations, staff reports, and resolutions for presentation to the City Council, community groups, and employee groups and answer questions. Calculates debt payments and maintains debt payment schedule. Maintains and monitors all revenue and expenditures related to capital improvement projects. Assists on special projects as requested, including completing annual surveys from various entities and assisting with the annual audit and auditors' requests for information. Assists the Budget Manager with implementing annual budget request programs and policies. Assists the Budget Manager and departments with developing and administrating the City’s operational budget. Assures compliance with state and local regulations for funding mechanisms. Minimum Qualifications Education: Bachelor’s degree or equivalent. Experience: 3-5 years of related experience. Licenses : Valid Texas Class C Driver's License. The City offers a full range of benefits for full time employees, including, but not limited to the plans as defined in the Benefits Guide. Summary of Benefits Closing Date/Time: 4/5/2024 5:00 PM Central
Mar 08, 2024
Full Time
Job Summary Join our dynamic team in a pivotal role as a Financial Analyst! This is accomplished by preparing the annual budget, auditing bills and payments; submitting payments and keeping account of expenses; preparing, analyzing, and reconciling expenditures and revenue data; overseeing periodic review of budgets; and performing budget modifications. Other duties include maintaining records; paying bills for department; completing indirect cost studies; and interacting with other City employees and citizens. Elevate your career in a role that blends financial expertise with meaningful interactions, contributing to the success of our organization and apply with The City of Grand Prairie today! Essential Job Functions ESSENTIAL FUNCTIONS: Prepares annual budget by preparing and checking mathematical details on annual budgets; gathering information from appropriate sources; and compiling annual budget for the city. Prepares and analyzes expenditures and revenue data by extracting data and analyzing expenditure and revenue reports; advising supervisory personnel of expenditures and revenue trends; preparing periodic reports of expenditures and revenue to point out relationships of estimates to actual expenditures to supplement City budget reports. Oversees periodic review of budgets by preparing comparative analysis of operating program; analyzing costs in relation to services performed during previous financial year; submitting reports to Supervisor with recommendations for budget revisions. Performs budget modifications by analyzing accounting records and personnel costs data to determine financial resources required to implement programs; and submitting recommendations for budget allocations. Completes other tasks by maintaining records on the budget that include internal and external forms and procedures; paying bills for department; maintaining all time sheets for department; and completing indirect cost studies. All other duties as assigned by a supervisor/manager within your department/division. MANAGEMENT SERVICES DEPARTMENT BUDGET DIVISION SPECIFIC FUNCTIONS: Gathers and compiles budget, financial, forecast, and technical information from departments, schedules meetings, and compiles materials and binders for the budget allocation process. Assists department heads in developing budget requests. Perform financial analysis and research; prepare reports and make recommendations based on findings. Prepares narrative of analysis to go along with monthly budget reports, including the internal services department allocations, and assists Financial Analyst. Enters and maintains data in the budget software and assists with testing and troubleshooting when software issues arise; maintains data integrity of the financial database by carefully reviewing and reconciling budget reports with the general ledger. Meets quarterly with department budget contacts to disseminate budget information, discuss concerns, and address unforeseen events. Prepares various surveys, census reports, and other requests from outside organizations. Primary contact to the community on questions about funding mechanisms. Prepares and presents presentations, staff reports, and resolutions for presentation to the City Council, community groups, and employee groups and answer questions. Calculates debt payments and maintains debt payment schedule. Maintains and monitors all revenue and expenditures related to capital improvement projects. Assists on special projects as requested, including completing annual surveys from various entities and assisting with the annual audit and auditors' requests for information. Assists the Budget Manager with implementing annual budget request programs and policies. Assists the Budget Manager and departments with developing and administrating the City’s operational budget. Assures compliance with state and local regulations for funding mechanisms. Minimum Qualifications Education: Bachelor’s degree or equivalent. Experience: 3-5 years of related experience. Licenses : Valid Texas Class C Driver's License. The City offers a full range of benefits for full time employees, including, but not limited to the plans as defined in the Benefits Guide. Summary of Benefits Closing Date/Time: 4/5/2024 5:00 PM Central
State of Missouri
Jefferson City, Missouri, United States
Job Title: Budget Management Analyst II Where : Office of State Courts Administrator, Jefferson City, MO Full-time : 40 hours Starting Salary: $51,768.00 A career with the Office of State Courts Administrator will provide you the opportunity to work with a variety of exceptional, hardworking people and gain valuable work experiences. It takes many types of talent to advance the mission of the Missouri Judiciary and keep operations running smoothly. We have opportunities for individuals seeking meaningful work in providing administrative, business and information technology services to the Missouri courts. We are recruiting to fill a Budget Management Analyst II position to perform professional work in the preparation and tracking of budget and legislative related issues on behalf of the Missouri Judiciary. Work may involve one or more of the following; research, preparation of legislative fiscal notes, budget requests, monitoring, and reporting legislative actions, financial and statistical reporting, and maintaining communication with state and local staff in the areas of legislative and budget research, legislation implementation, and budget preparation. Other key responsibilities include: Examines budget and allocation request for completeness, accuracy and conformance with procedures, regulations and policies; evaluates needs and priorities of the Judiciary to determine where funds may be reduced and where additional funds may need to be requested; and examines alternatives available in funding judiciary programs. Gathers statistical and financial data; analyzes data and provides statistical and financial reports. Performs basic research, compiling and analyzing data, and providing recommendations based on findings, which may influence local or statewide court system policies and procedures. Desired skills and knowledge: Intermediate knowledge of word processing software, Excel spreadsheets, the Internet, time management and organizational skills. Intermediate knowledge of the principles of governmental accounting and research methods applicable to the budget process. Intermediate knowledge of SAM II financial, BRASS applications, State Data Warehouse, Legislative Tracking Database, Internet, PDF files, and PowerPoint. Ability to prepare and interpret financial reports and statements. Minimum qualifications: (The following statement represents the minimum education and experience which will be used to determine qualifications of applicants. Additional experience above the minimum stated may be substituted on a year for year basis for the required education. Equivalent combination of relevant education and experience may be substituted on a year for year basis.) Bachelor's degree in a related field of study or court management and one year of professional experience in a related field. We are an Equal Opportunity Employer and have a strong commitment to diversity in all its forms. We are particularly interested in receiving applications from a broad spectrum of qualified people who will assist us in demonstrating our essential values of excellence, integrity, justice, stewardship, teamwork and partnership.
Mar 08, 2024
Full Time
Job Title: Budget Management Analyst II Where : Office of State Courts Administrator, Jefferson City, MO Full-time : 40 hours Starting Salary: $51,768.00 A career with the Office of State Courts Administrator will provide you the opportunity to work with a variety of exceptional, hardworking people and gain valuable work experiences. It takes many types of talent to advance the mission of the Missouri Judiciary and keep operations running smoothly. We have opportunities for individuals seeking meaningful work in providing administrative, business and information technology services to the Missouri courts. We are recruiting to fill a Budget Management Analyst II position to perform professional work in the preparation and tracking of budget and legislative related issues on behalf of the Missouri Judiciary. Work may involve one or more of the following; research, preparation of legislative fiscal notes, budget requests, monitoring, and reporting legislative actions, financial and statistical reporting, and maintaining communication with state and local staff in the areas of legislative and budget research, legislation implementation, and budget preparation. Other key responsibilities include: Examines budget and allocation request for completeness, accuracy and conformance with procedures, regulations and policies; evaluates needs and priorities of the Judiciary to determine where funds may be reduced and where additional funds may need to be requested; and examines alternatives available in funding judiciary programs. Gathers statistical and financial data; analyzes data and provides statistical and financial reports. Performs basic research, compiling and analyzing data, and providing recommendations based on findings, which may influence local or statewide court system policies and procedures. Desired skills and knowledge: Intermediate knowledge of word processing software, Excel spreadsheets, the Internet, time management and organizational skills. Intermediate knowledge of the principles of governmental accounting and research methods applicable to the budget process. Intermediate knowledge of SAM II financial, BRASS applications, State Data Warehouse, Legislative Tracking Database, Internet, PDF files, and PowerPoint. Ability to prepare and interpret financial reports and statements. Minimum qualifications: (The following statement represents the minimum education and experience which will be used to determine qualifications of applicants. Additional experience above the minimum stated may be substituted on a year for year basis for the required education. Equivalent combination of relevant education and experience may be substituted on a year for year basis.) Bachelor's degree in a related field of study or court management and one year of professional experience in a related field. We are an Equal Opportunity Employer and have a strong commitment to diversity in all its forms. We are particularly interested in receiving applications from a broad spectrum of qualified people who will assist us in demonstrating our essential values of excellence, integrity, justice, stewardship, teamwork and partnership.
Minimum Qualifications Graduation with a Bachelor’s degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics plus five (5) years’ experience in a related field. A Master’s degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field may be substituted for 2 years’ experience. A five (5) year accounting (MAcy) degree or CPA designation may be substituted for 1 years’ experience. Licenses or Certifications: None Notes to Applicants POSITION OVERVIEW : The Department of Aviation is hiring a Financial Analyst within the Finance division’s Operating Budget & Reporting section. The candidate hired for this position will assist with the development of the Airport’s operating budget, financial reporting, revenue and expense monitoring, and ad-hoc financial analysis. 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. ASSESSMENT : A skills assessment will be required for this position. APPLICATION INFORMATION : A detailed and complete employment application is required to help us better evaluate your qualifications and will be used to determine salary if you are selected for this position. Please list your complete employment history, to include all job duties, responsibilities and employment dates on your online application. The application is an official document; incomplete applications will not be considered (i.e., “see resume” or “see LinkedIn profile”). Resumes will not be used to qualify for the position and will not be used to recommend salary. Supplemental information or changes to your application will not be accepted after the job posting closes. The responses to the supplemental questions inquiring about experience should be reflected on your application. VETERAN : Veteran candidates will be required to provide a copy of their DD214 at the time of interview. CRIMINAL HISTORY BACKGROUND CHECK : Top candidate will be subject to a minimum 10 year criminal background check and security threat assessment. GOOD STANDING - DEPARTMENT / DIVISION POSTINGS : Employees, in Good Standing, who are candidates within the department/division that the position resides in and who meet the minimum and preferred qualifications (if any) of the position will be included in the initial interview. Department/division employee must remain in Good Standing through the Top Candidate Selection phase at which time the Good Standing status will be re-verified. LANGUAGE : Must have the ability to read, write, and fluently speak in English. WORK HOURS : Monday - Friday 8:00 AM - 5:00 PM Teleworking opportunities may be available after an initial training period. Ability to telework only up to 40% of time per two-week pay period, with at least 60% of the time working onsite. (Three days onsite and two days from home each week of the pay period) Work schedules are implemented to support business and operational needs of the department and are subject to change. DEPARTMENT MAY CLOSE THE JOB POSTING AT ANY TIME AFTER 7 DAYS Pay Range $37.14 - $47.35 Hours Monday - Friday 8:00 a.m. - 5:00 p.m. Work hours may include a limited volume of after hours, holiday, and weekend work. Eligible for hybrid schedule with flexible remote opportunities up to 2 days per week. Job Close Date 04/03/2024 Type of Posting External Department Aviation Regular/Temporary Regular Grant Funded or Pooled Position Not Applicable Category Professional Location Austin Bergstrom International Airport Preferred Qualifications Experience developing financial forecast and budget. Experience preparing financial modeling, financial analysis and process improvement. Experience preparing accruals, adjustments and other accounting entries. Strong quantitative skills and experience taking raw data and drawing actionable insights. Advanced level of proficiency in Excel. Ability to travel to more than one work location. Duties, Functions and Responsibilities Essential duties and functions, pursuant to the Americans with Disabilities Act, may include the following. Other related duties may be assigned. Develops and prepares reports, analyses, and models used in revenue and economic forecasts and budgets. Develops and completes cost of service rate and structure recommendations, rate studies, and methodology analysis to comply with State regulatory requirements using multiple variables. Primarily responsible for developing the operating or CIP budget for the department. Performs budget analysis by implementing the organization’s budget process system, providing guidance and recommendations to management in the development and completion of their budgets; finalizing the organizations budget; and monitoring the budget by preparing or reviewing current year estimates and budget variance reports, reporting on budget variances; reviewing budget forecasts; and reviewing current and historical budget information and data. Prepares complex financial analysis, periodic and ad-hoc reports by researching, financial benchmark reporting, compiling, monitoring, and summarizing current and historical financial information and data, reporting on variances and trends, and compiling financial information from various financial systems. Develops and prepares reports, analyses, and models to analyze debt issuances, bond issuance timing, Official Statement updates, calculate debt service requirements, equity financing ratios, cash reserve requirements, revenue bond debt refunding, rating agency presentations and other debt related requirements. Performs debt administration, impact analysis and monitors debt service schedules. Provides financial support and monitors CIP projects. Processes and tracks task orders and other project requirements in eCAPRIS and other financial systems. Develop and maintain complex databases to conduct comprehensive financial and technical analysis, and develop models and reports in Business Intelligence system to support and monitor performance and financial benchmarks. Develop complex reports and documentation in compliance with local, State and Federal regulatory requirements.Conduct cost analysis, financial and performance benchmarking with other entities and assist in development of expert testimony. Assists departments and other customers by providing procedural and financial information and guidance with financial systems. Researches and provides information requested by City Council, City management, boards and commissions, vendors, the public, regulatory agencies and other City offices. Monitors state and federal regulatory processes and provides guidance to the department regarding the financial impact of new and/or proposed legislation, regulations and standards. Responsibilities - Supervision and/or Leadership Exercised: May be responsible for the full range of supervisory activities including selection, training, evaluation, counseling, and recommendation for dismissal Knowledge, Skills and Abilities Must possess required knowledge, skills, abilities, and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed. Must possess required knowledge, skills, abilities and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed. Knowledge of the processes and theories used for public budgetary and financial policies. Knowledge of accounting practices and concepts. Knowledge of utility ratemaking and cost of service study methodology. Knowledge of debt instruments, cash management and utility financing methods. Knowledge of forecasting models; econometric studies, analysis and forecasting; and estimating methods and techniques. Knowledge of cost benefit analysis, feasibility studies and net present value analysis methods. Knowledge of enterprise budgeting, financial planning or accounting. Knowledge of research methods, survey techniques, statistical concepts and report writing. Ability to complete detailed financial and economic analyses. Ability to lead and/or facilitate meetings and workshops. Ability to work independently. Skill in generating and analyzing financial and statistical reports. Skill in communicating effectively, orally and in writing. Skill in using computers and related software applications. Skill in performing quantitative analysis Criminal Background Investigation This position has been approved for a Criminal Background Investigation. EEO/ADA City of Austin is committed to compliance with the Americans with Disabilities Act. If you require reasonable accommodation during the application process or have a question regarding an essential job function, please call (512) 974-3210 or Texas Relay by dialing 7-1-1. The City of Austin will not discriminate against any applicant or employee based on race, creed, color, national origin, sex, gender identity, age, religion, veteran status, disability, or sexual orientation. In addition, the City will not discriminate in employment decisions on the basis of an individual’s AIDS , AIDS Related Complex, or HIV status; nor will the City discriminate against individuals who are perceived to be at risk of HIV infection, or who associate with individuals who are believed to be at risk. Information For City Employees: If you are an employee within the department, are in good standing and meet both the minimum and preferred qualifications, then you will receive an initial interview. Supplemental Questions Required fields are indicated with an asterisk (*). * The minimum qualifications for the Financial Analyst IV position are: Graduation with a Bachelor’s degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics plus five (5) years’ experience in a related field. A Master’s degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field may be substituted for 2 years’ experience. A five (5) year accounting (MAcy) degree or CPA designation may be substituted for 1 years’ experience. Do you meet these minimum qualifications? Yes No * Describe your working experience developing financial forecast and budget. (Open Ended Question) * Please describe your work experience preparing financial modeling, financial analysis, and process improvement, if not applicable, type N/A. (Open Ended Question) * Describe your experience preparing accruals, adjustments and other accounting entries. (Open Ended Question) * Please describe your strong quantitative skills and experience taking raw data and drawing actionable insights. (Open Ended Question) * Indicate your highest skill level in Microsoft Excel. Beginner: skill level includes data entry, basic formatting (page setup, column width, etc.), creating spreadsheets, etc. Intermediate: skill level includes basic calculations, use of functions, complex formatting (cell manipulation, etc.), charts/graphs (static), etc. Advanced: skill level includes pivot tables, V Lookups, formula creation, use of functions for formula creation, etc. Expert: skill level includes macros creation, complex formula creation/manipulation, charts/graphs (dynamic), create database queries, etc. None of the above * Do you have the ability to travel to multiple sites as part of the regular job duties? Yes No * The Transportation Security Administration (TSA-division of the USA Dept. of Homeland Security) requires all employees of the Austin-Bergstrom International Airport to pass a minimum 10-year criminal background investigation and security threat assessment. By selecting the following, you are acknowledging that you understand if you are selected as a top candidate for this position, you will need a successful Criminal Background Check to be hired. I acknowledge and understand this position requires a 10-year Criminal Background Investigation and security threat assessment * Were you referred to this opportunity by a current Aviation employee? If yes, please provide the employee’s full name. (Open Ended Question) Optional & Required Documents Required Documents Optional Documents
Mar 14, 2024
Full Time
Minimum Qualifications Graduation with a Bachelor’s degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics plus five (5) years’ experience in a related field. A Master’s degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field may be substituted for 2 years’ experience. A five (5) year accounting (MAcy) degree or CPA designation may be substituted for 1 years’ experience. Licenses or Certifications: None Notes to Applicants POSITION OVERVIEW : The Department of Aviation is hiring a Financial Analyst within the Finance division’s Operating Budget & Reporting section. The candidate hired for this position will assist with the development of the Airport’s operating budget, financial reporting, revenue and expense monitoring, and ad-hoc financial analysis. 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. ASSESSMENT : A skills assessment will be required for this position. APPLICATION INFORMATION : A detailed and complete employment application is required to help us better evaluate your qualifications and will be used to determine salary if you are selected for this position. Please list your complete employment history, to include all job duties, responsibilities and employment dates on your online application. The application is an official document; incomplete applications will not be considered (i.e., “see resume” or “see LinkedIn profile”). Resumes will not be used to qualify for the position and will not be used to recommend salary. Supplemental information or changes to your application will not be accepted after the job posting closes. The responses to the supplemental questions inquiring about experience should be reflected on your application. VETERAN : Veteran candidates will be required to provide a copy of their DD214 at the time of interview. CRIMINAL HISTORY BACKGROUND CHECK : Top candidate will be subject to a minimum 10 year criminal background check and security threat assessment. GOOD STANDING - DEPARTMENT / DIVISION POSTINGS : Employees, in Good Standing, who are candidates within the department/division that the position resides in and who meet the minimum and preferred qualifications (if any) of the position will be included in the initial interview. Department/division employee must remain in Good Standing through the Top Candidate Selection phase at which time the Good Standing status will be re-verified. LANGUAGE : Must have the ability to read, write, and fluently speak in English. WORK HOURS : Monday - Friday 8:00 AM - 5:00 PM Teleworking opportunities may be available after an initial training period. Ability to telework only up to 40% of time per two-week pay period, with at least 60% of the time working onsite. (Three days onsite and two days from home each week of the pay period) Work schedules are implemented to support business and operational needs of the department and are subject to change. DEPARTMENT MAY CLOSE THE JOB POSTING AT ANY TIME AFTER 7 DAYS Pay Range $37.14 - $47.35 Hours Monday - Friday 8:00 a.m. - 5:00 p.m. Work hours may include a limited volume of after hours, holiday, and weekend work. Eligible for hybrid schedule with flexible remote opportunities up to 2 days per week. Job Close Date 04/03/2024 Type of Posting External Department Aviation Regular/Temporary Regular Grant Funded or Pooled Position Not Applicable Category Professional Location Austin Bergstrom International Airport Preferred Qualifications Experience developing financial forecast and budget. Experience preparing financial modeling, financial analysis and process improvement. Experience preparing accruals, adjustments and other accounting entries. Strong quantitative skills and experience taking raw data and drawing actionable insights. Advanced level of proficiency in Excel. Ability to travel to more than one work location. Duties, Functions and Responsibilities Essential duties and functions, pursuant to the Americans with Disabilities Act, may include the following. Other related duties may be assigned. Develops and prepares reports, analyses, and models used in revenue and economic forecasts and budgets. Develops and completes cost of service rate and structure recommendations, rate studies, and methodology analysis to comply with State regulatory requirements using multiple variables. Primarily responsible for developing the operating or CIP budget for the department. Performs budget analysis by implementing the organization’s budget process system, providing guidance and recommendations to management in the development and completion of their budgets; finalizing the organizations budget; and monitoring the budget by preparing or reviewing current year estimates and budget variance reports, reporting on budget variances; reviewing budget forecasts; and reviewing current and historical budget information and data. Prepares complex financial analysis, periodic and ad-hoc reports by researching, financial benchmark reporting, compiling, monitoring, and summarizing current and historical financial information and data, reporting on variances and trends, and compiling financial information from various financial systems. Develops and prepares reports, analyses, and models to analyze debt issuances, bond issuance timing, Official Statement updates, calculate debt service requirements, equity financing ratios, cash reserve requirements, revenue bond debt refunding, rating agency presentations and other debt related requirements. Performs debt administration, impact analysis and monitors debt service schedules. Provides financial support and monitors CIP projects. Processes and tracks task orders and other project requirements in eCAPRIS and other financial systems. Develop and maintain complex databases to conduct comprehensive financial and technical analysis, and develop models and reports in Business Intelligence system to support and monitor performance and financial benchmarks. Develop complex reports and documentation in compliance with local, State and Federal regulatory requirements.Conduct cost analysis, financial and performance benchmarking with other entities and assist in development of expert testimony. Assists departments and other customers by providing procedural and financial information and guidance with financial systems. Researches and provides information requested by City Council, City management, boards and commissions, vendors, the public, regulatory agencies and other City offices. Monitors state and federal regulatory processes and provides guidance to the department regarding the financial impact of new and/or proposed legislation, regulations and standards. Responsibilities - Supervision and/or Leadership Exercised: May be responsible for the full range of supervisory activities including selection, training, evaluation, counseling, and recommendation for dismissal Knowledge, Skills and Abilities Must possess required knowledge, skills, abilities, and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed. Must possess required knowledge, skills, abilities and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed. Knowledge of the processes and theories used for public budgetary and financial policies. Knowledge of accounting practices and concepts. Knowledge of utility ratemaking and cost of service study methodology. Knowledge of debt instruments, cash management and utility financing methods. Knowledge of forecasting models; econometric studies, analysis and forecasting; and estimating methods and techniques. Knowledge of cost benefit analysis, feasibility studies and net present value analysis methods. Knowledge of enterprise budgeting, financial planning or accounting. Knowledge of research methods, survey techniques, statistical concepts and report writing. Ability to complete detailed financial and economic analyses. Ability to lead and/or facilitate meetings and workshops. Ability to work independently. Skill in generating and analyzing financial and statistical reports. Skill in communicating effectively, orally and in writing. Skill in using computers and related software applications. Skill in performing quantitative analysis Criminal Background Investigation This position has been approved for a Criminal Background Investigation. EEO/ADA City of Austin is committed to compliance with the Americans with Disabilities Act. If you require reasonable accommodation during the application process or have a question regarding an essential job function, please call (512) 974-3210 or Texas Relay by dialing 7-1-1. The City of Austin will not discriminate against any applicant or employee based on race, creed, color, national origin, sex, gender identity, age, religion, veteran status, disability, or sexual orientation. In addition, the City will not discriminate in employment decisions on the basis of an individual’s AIDS , AIDS Related Complex, or HIV status; nor will the City discriminate against individuals who are perceived to be at risk of HIV infection, or who associate with individuals who are believed to be at risk. Information For City Employees: If you are an employee within the department, are in good standing and meet both the minimum and preferred qualifications, then you will receive an initial interview. Supplemental Questions Required fields are indicated with an asterisk (*). * The minimum qualifications for the Financial Analyst IV position are: Graduation with a Bachelor’s degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics plus five (5) years’ experience in a related field. A Master’s degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field may be substituted for 2 years’ experience. A five (5) year accounting (MAcy) degree or CPA designation may be substituted for 1 years’ experience. Do you meet these minimum qualifications? Yes No * Describe your working experience developing financial forecast and budget. (Open Ended Question) * Please describe your work experience preparing financial modeling, financial analysis, and process improvement, if not applicable, type N/A. (Open Ended Question) * Describe your experience preparing accruals, adjustments and other accounting entries. (Open Ended Question) * Please describe your strong quantitative skills and experience taking raw data and drawing actionable insights. (Open Ended Question) * Indicate your highest skill level in Microsoft Excel. Beginner: skill level includes data entry, basic formatting (page setup, column width, etc.), creating spreadsheets, etc. Intermediate: skill level includes basic calculations, use of functions, complex formatting (cell manipulation, etc.), charts/graphs (static), etc. Advanced: skill level includes pivot tables, V Lookups, formula creation, use of functions for formula creation, etc. Expert: skill level includes macros creation, complex formula creation/manipulation, charts/graphs (dynamic), create database queries, etc. None of the above * Do you have the ability to travel to multiple sites as part of the regular job duties? Yes No * The Transportation Security Administration (TSA-division of the USA Dept. of Homeland Security) requires all employees of the Austin-Bergstrom International Airport to pass a minimum 10-year criminal background investigation and security threat assessment. By selecting the following, you are acknowledging that you understand if you are selected as a top candidate for this position, you will need a successful Criminal Background Check to be hired. I acknowledge and understand this position requires a 10-year Criminal Background Investigation and security threat assessment * Were you referred to this opportunity by a current Aviation employee? If yes, please provide the employee’s full name. (Open Ended Question) Optional & Required Documents Required Documents Optional Documents
SMCTD - SAN MATEO COUNTY TRANSIT DISTRICT
San Mateo, CA, United States
The San Mateo County Transit District serves nearly 100,000 customers each weekday on its SamTrans buses, Redi-Wheel paratransit vehicles, Caltrain commuter rail cars and shuttles, as well as a robust capital program. The Transit District, which is in the heart of the San Francisco Bay Area, also is the managing agency for the San Mateo County Transportation Authority. Staff enjoys a dynamic organization that fosters personal development and professional advancement of its staff. The Transit District’s core values include integrity, customer focus, respect, quality, teamwork, leadership and accountability. Excellent benefits are provided. TITLE: Senior Financial Analyst EMPLOYMENT TYPE: Exempt (Full-Time) DIVISION: Accounting / Treasury APPLICATION DEADLINE: Sunday, April 14, 2024 (1 st cutoff Sunday, March 17, 2024) PAY RANGE: $1,913.67 - $2,870.51 weekly ($99,511.00- $ 149,267.00 estimated annual) WORK LOCATION: San Carlos, CA JOB SUMMARY: The Senior Financial Analyst performs complex budget, administrative, and financial analysis for the Finance Treasury and Administration Division along with design, implementing, and analyzing management reports. This position is also responsible for undertaking assignments and projects as required. EXAMPLES OF ESSENTIAL FUNCTIONS: Performs complex analysis (alone and in teams), using historical and projected financial information to assist in maintaining adequate funding levels for both Capital and Operational needs within the constraint of varying revenue scenarios to arrive at optimum cost of capital for the organization. Evaluate options and alternatives using above analysis to provide recommendations. Work with Manager, Debt and Investments and portfolio managers to place cash where needed to maintain safety, liquidity, and adequate yield as it pertains to risk, and in the context of changing capital needs. Develop and/or assist in the creation or improvement of various financial and forecasting models. Performs scenario analysis given various financial and operational inputs. Prepares financial forecasts. Research historical data and prepares written Staff reports and PowerPoint presentation. Track and confirm accumulation of funds for semi-annual payments on all debt. Work in ensuring that arbitrage and all annual state and federal reporting requirements are maintained for all debt. Work with Manager of Debt and Investments In forming teams to issue debt as needed, Teams to include Municipal Advisors, Legal Counsel (issuance and disclosure), Underwriters, and will involve requests for quotes from various firms. Assist consultants and management in developing models to analyze fuel hedging strategies, various debt issuance scenarios, and interest earnings projections and execute the day-to-day functions the debt/investment programs following current policies and procedures under the guidance and direction of both the Director of Treasury and /or the Manager of Debt and Investment. Work in reviewing monthly board reports for possible errors, tracking changing legislative environment (with assistance of portfolio managers and consultants to identify timing of needed updates. Assist in preparation of debt and investment portions of the San Mateo County Transit District, (SamTrans), Peninsula Corridor Joint Powers Board (JPB) and the San Mateo County Transportation Authority (TA) annual operating budgets and financial statements. EXAMPLES OF DUTIES: Interacts with staff at all organization levels, representatives from organizations and groups, and the public to provide or receive necessary information for a range of activities. Provides financial analysis and support on special projects and other assignments as required. Special projects underway and currently ongoing include integrating automation wherever possible to avoid unnecessary manual entries of activities wherever possible. Projects to include integration of dashboard reporting using data in PeopleSoft, possibly using Tableau or other source. Other projects to be determined. Perform all job duties and responsibilities in a safe manner to protect one’s self, fellow employees, and the public from injury or harm. Promote safety awareness and follow safety procedures in an effort to reduce or eliminate accidents. Perform other duties as assigned. SUPERVISION : Works under the general supervision of the Manager, Debt and Investments, who establishes goals and objectives, monitors and evaluates performance. MINIMUM QUALIFICATIONS : Sufficient experience, training and/or education to demonstrate the knowledge and ability to successfully perform the essential functions of the position. In lieu of a degree, work-related experience that demonstrates the skills and experience necessary to perform this role will be accepted. Development of the required knowledge and abilities is typically obtained through but not limited to: A bachelor's degree in business administration, Economics, or closely related field plus the following: At least three (3) years full-time increasingly responsible experience in portfolio management (fixed income preferred), trading securities (or currency), and/or Municipal Debt Management. Three years of experience to include forecasting or modeling and financial analysis. PREFERRED QUALIFICATIONS: Ability to accurately analyze and evaluate data and draw conclusions. Experience in computerized accounting systems (PeopleSoft preferred) Proficiency in Clearwater and Bloomberg (or comparable systems). Familiar with Requests for Proposals/Qualifications processes. Proficient in the use of Microsoft Office Suite of applications including Word, Excel, and PowerPoint. Able to prioritize work to affect an orderly flow of accurate information within the Finance and Administration Division and to other Divisions and Offices of the District. Strong written and verbal communication skills. SELECTION PROCESS MAY INCLUDE: The process will include a panel interview and may include written and skills test assessments or supplemental questions. Only those candidates who are the most qualified will continue in the selection process. Meeting the minimum qualifications does not guarantee an invitation to continue in the process. CURRENT EMPLOYMENT BENEFITS AT SAMTRANS: For additional information on SamTrans benefits, please visit, https://www.samtrans.com/jobs Holidays: Seven (7) paid holidays, plus up to four (4) floating holidays per year Paid Time Off: Up to 26 days per year Cafeteria Plans: Medical, dental, vision care, group life insurance and more Transportation: Free Bus Transportation for employees and qualified dependents Work Location: Select positions are eligible to work remote up to 50% of the time Pension: Social Security and California Public Employees Retirement Systems (CalPERS) Classic Members - 2% @ 60 benefit formula, 3 year average of highest compensation New Members - 2% @ 62 benefit formula, 3 year average of highest compensation HOW TO APPLY: To apply, please visit the https://www.samtrans.com/jobs . Complete an online employment application by 11:59 p.m. on Sunday, March 17, 2024, for first cutoff and April 14, 2024 for final cutoff . A resume will not be accepted in lieu of the application. Incomplete applications will not be considered. The Human Resources Department will make reasonable efforts in the recruitment/examination process to accommodate applicants with disabilities upon request. If you have a need for an accommodation, please contact the Human Resources Department at recruitment@samtrans.com . SamTrans celebrates diversity and is committed to creating an inclusive and welcoming workplace environment. We are an Affirmative Action/Equal Opportunity Employer. Minorities, Women, Persons with Disabilities and Veterans are encouraged to apply.
Mar 08, 2024
Full Time
The San Mateo County Transit District serves nearly 100,000 customers each weekday on its SamTrans buses, Redi-Wheel paratransit vehicles, Caltrain commuter rail cars and shuttles, as well as a robust capital program. The Transit District, which is in the heart of the San Francisco Bay Area, also is the managing agency for the San Mateo County Transportation Authority. Staff enjoys a dynamic organization that fosters personal development and professional advancement of its staff. The Transit District’s core values include integrity, customer focus, respect, quality, teamwork, leadership and accountability. Excellent benefits are provided. TITLE: Senior Financial Analyst EMPLOYMENT TYPE: Exempt (Full-Time) DIVISION: Accounting / Treasury APPLICATION DEADLINE: Sunday, April 14, 2024 (1 st cutoff Sunday, March 17, 2024) PAY RANGE: $1,913.67 - $2,870.51 weekly ($99,511.00- $ 149,267.00 estimated annual) WORK LOCATION: San Carlos, CA JOB SUMMARY: The Senior Financial Analyst performs complex budget, administrative, and financial analysis for the Finance Treasury and Administration Division along with design, implementing, and analyzing management reports. This position is also responsible for undertaking assignments and projects as required. EXAMPLES OF ESSENTIAL FUNCTIONS: Performs complex analysis (alone and in teams), using historical and projected financial information to assist in maintaining adequate funding levels for both Capital and Operational needs within the constraint of varying revenue scenarios to arrive at optimum cost of capital for the organization. Evaluate options and alternatives using above analysis to provide recommendations. Work with Manager, Debt and Investments and portfolio managers to place cash where needed to maintain safety, liquidity, and adequate yield as it pertains to risk, and in the context of changing capital needs. Develop and/or assist in the creation or improvement of various financial and forecasting models. Performs scenario analysis given various financial and operational inputs. Prepares financial forecasts. Research historical data and prepares written Staff reports and PowerPoint presentation. Track and confirm accumulation of funds for semi-annual payments on all debt. Work in ensuring that arbitrage and all annual state and federal reporting requirements are maintained for all debt. Work with Manager of Debt and Investments In forming teams to issue debt as needed, Teams to include Municipal Advisors, Legal Counsel (issuance and disclosure), Underwriters, and will involve requests for quotes from various firms. Assist consultants and management in developing models to analyze fuel hedging strategies, various debt issuance scenarios, and interest earnings projections and execute the day-to-day functions the debt/investment programs following current policies and procedures under the guidance and direction of both the Director of Treasury and /or the Manager of Debt and Investment. Work in reviewing monthly board reports for possible errors, tracking changing legislative environment (with assistance of portfolio managers and consultants to identify timing of needed updates. Assist in preparation of debt and investment portions of the San Mateo County Transit District, (SamTrans), Peninsula Corridor Joint Powers Board (JPB) and the San Mateo County Transportation Authority (TA) annual operating budgets and financial statements. EXAMPLES OF DUTIES: Interacts with staff at all organization levels, representatives from organizations and groups, and the public to provide or receive necessary information for a range of activities. Provides financial analysis and support on special projects and other assignments as required. Special projects underway and currently ongoing include integrating automation wherever possible to avoid unnecessary manual entries of activities wherever possible. Projects to include integration of dashboard reporting using data in PeopleSoft, possibly using Tableau or other source. Other projects to be determined. Perform all job duties and responsibilities in a safe manner to protect one’s self, fellow employees, and the public from injury or harm. Promote safety awareness and follow safety procedures in an effort to reduce or eliminate accidents. Perform other duties as assigned. SUPERVISION : Works under the general supervision of the Manager, Debt and Investments, who establishes goals and objectives, monitors and evaluates performance. MINIMUM QUALIFICATIONS : Sufficient experience, training and/or education to demonstrate the knowledge and ability to successfully perform the essential functions of the position. In lieu of a degree, work-related experience that demonstrates the skills and experience necessary to perform this role will be accepted. Development of the required knowledge and abilities is typically obtained through but not limited to: A bachelor's degree in business administration, Economics, or closely related field plus the following: At least three (3) years full-time increasingly responsible experience in portfolio management (fixed income preferred), trading securities (or currency), and/or Municipal Debt Management. Three years of experience to include forecasting or modeling and financial analysis. PREFERRED QUALIFICATIONS: Ability to accurately analyze and evaluate data and draw conclusions. Experience in computerized accounting systems (PeopleSoft preferred) Proficiency in Clearwater and Bloomberg (or comparable systems). Familiar with Requests for Proposals/Qualifications processes. Proficient in the use of Microsoft Office Suite of applications including Word, Excel, and PowerPoint. Able to prioritize work to affect an orderly flow of accurate information within the Finance and Administration Division and to other Divisions and Offices of the District. Strong written and verbal communication skills. SELECTION PROCESS MAY INCLUDE: The process will include a panel interview and may include written and skills test assessments or supplemental questions. Only those candidates who are the most qualified will continue in the selection process. Meeting the minimum qualifications does not guarantee an invitation to continue in the process. CURRENT EMPLOYMENT BENEFITS AT SAMTRANS: For additional information on SamTrans benefits, please visit, https://www.samtrans.com/jobs Holidays: Seven (7) paid holidays, plus up to four (4) floating holidays per year Paid Time Off: Up to 26 days per year Cafeteria Plans: Medical, dental, vision care, group life insurance and more Transportation: Free Bus Transportation for employees and qualified dependents Work Location: Select positions are eligible to work remote up to 50% of the time Pension: Social Security and California Public Employees Retirement Systems (CalPERS) Classic Members - 2% @ 60 benefit formula, 3 year average of highest compensation New Members - 2% @ 62 benefit formula, 3 year average of highest compensation HOW TO APPLY: To apply, please visit the https://www.samtrans.com/jobs . Complete an online employment application by 11:59 p.m. on Sunday, March 17, 2024, for first cutoff and April 14, 2024 for final cutoff . A resume will not be accepted in lieu of the application. Incomplete applications will not be considered. The Human Resources Department will make reasonable efforts in the recruitment/examination process to accommodate applicants with disabilities upon request. If you have a need for an accommodation, please contact the Human Resources Department at recruitment@samtrans.com . SamTrans celebrates diversity and is committed to creating an inclusive and welcoming workplace environment. We are an Affirmative Action/Equal Opportunity Employer. Minorities, Women, Persons with Disabilities and Veterans are encouraged to apply.
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:
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
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: This requisition is open until filled and may close at any time 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.
Mar 08, 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: This requisition is open until filled and may close at any time 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) San Francisco
1600 Holloway Avenue, San Francisco, CA 94132, USA
Working Title Lead Budget & Procurement Analyst SF State University San Francisco State is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, National origin, sex, sexual orientation, covered veteran status, or any other protected status. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting the Senior Human Resources Manager. Applicants may visit titleix.sfsu.edu for more information on SF State's policy prohibiting discrimination, and how to file an online report using the procedures under Executive Order 1096 Revised. Inquiries can be directed to the campus Title IX Coordinator and Discrimination, Harassment, and Retaliation Administrator by calling (415) 338-2032 or emailing vpsaem@sfsu.edu. San Francisco State is a 100% Smoke/Vapor-Free Campus. Smoking or Vaping of any tobacco/plant-based substance is not permitted on any University properties. The person holding 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. This position may be a "designated position" in the California State University's Conflict of Interest Code. The successful candidate accepting this position may be required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission. Department Facilities Services - HR & Finance Shared Services Appointment Type This is a one year probationary position. Time Base Full-Time (1.0 FTE) Work Schedule Monday - Friday; 8:00am - 5:00pm At the discretion of the Administrator, this position is telecommute-eligible (hybrid). The incumbent must be on-site at least three (3) days a week. Anticipated Hiring Range $5,850.00 - $5,971.00 Per Month ($70,200.00 - $71,652.00 Annually) Salary is commensurate with experience. Position Summary The incumbent will serve as a Procurement Project & Financial Business Partner supporting the Facilities Services (FS) organization. This position provides Financial, Procurement and Accounts Payable transactional support for Facilities Services. Requires close coordination and collaboration with department managers to evaluate vendor quotes and contracts for accuracy and completeness in accordance with Accounting and Procurement guidelines. Creates Purchase Requisition (PR) ensuring PR Is in accordance with Accounting and Procurement guidelines. Reconciles, reviews and processes invoices submitted for payment ensuring SFSU policy is followed regarding vendor payments. Monitors Procurement spending to budget and provides monthly tracking and reporting to department managers. Special Project coordination and responsibility for recharge and cost recovery accounting, tracking and reporting. Resolves invoicing and procurement discrepancies and responds to inquiries from Procurement, Fiscal Affairs and Budget Office. Exercise fiduciary responsibility to ensure purchases comply with Accounting and Procurement guidelines. May also provide direction to Student Assistants. Position Information Procurement Support Review purchase and contract documents, vendor proposals and quotes for accuracy and completeness When applicable, recommend preferred method of procurement to department managers and executive staff, i.e., Purchase Requisition vs. Contract vs. Direct Pay vs. P-Card purchase Create Purchase Requisition (PR) in CFS application ensuring PR is in accordance to Accounting and Procurement guidelines Liaison with Procurement team to ensure PR has been processed and Purchase Order (PO) has been Issued When applicable, validate that Contract has been signed and finalized and Contract Number has been issued May require contact with vendors for quote requests and essential documents Accounts Payable Support Reconciles and reviews invoices submitted for payment ensuring all invoices are processed timely and SFSU policy is followed Match Purchase Order or Contract Number with invoices confirming correct chart field information Identify and resolve invoicing and procurement discrepancies prior to processing Process invoice for payment through Accounts Payable ensuring accurate tracking and reporting of paid and pending invoices Respond to inquiries and requests from Vendors, Procurement, Fiscal Affairs and Budget Office Tracking and Reporting Prepare and compiles monthly financial reports for departmental managers and executive staff Monitor and reconciles procurement spending vs. budget and provides monthly tracking and reporting to department managers Provide variance analysis of budget vs. actual spending and provide forecast of future spending Upload and file all applicable procurement documentation into designated central archive as per direction from Supervisor/Manager Administrative Functions Provide audit support when necessary Perform ad-hoc projects as assigned by Supervisor/Manager supporting budget, procurement, invoices and spending items Provide accurate chart field information for P-Card purchases and ensure P-Card policy is followed Recharge Administration Review annual Memorandum of Understanding (MOU)/Service Level Agreement (SLA) and incorporate changes in rates and scope if necessary Prepare, review and submit quarterly recharge/cost recovery journal entries to Fiscal Affairs as per MOU/SLA Prepare review and submit monthly/quarterly recharge/cost recovery journal entries as per Work Order system information Track and report quarterly recharge/cost recovery actuals Project Coordination Coordinate with departmental managers and executive staff to support 'special projects' assigned to Facilities Services throughout the year Validate scope of work and allocated budget with Project Manager and funding department Ensure budget is transferred into correct Facilities Services chart field upon project approval and prior to commencing work Alternatively liaise with Project Manager to create dedicated work order number to accurately track project costs Ensure Project POs are opened against the correct chart field/work order number Upon completion of project, create, review and submit journal entry for cost recovery as per work order/PO amounts Other duties as assigned 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. Position Skill Level - Exempt II Typical nature of work assignments: Under general direction, performance of administrative and/or program leadership in a large and/or complex organizational unit with broad impact. Required to assess, formulate, and evaluate the impact of recommended or implemented policies from a strategic and operational perspective. Work requires regular participation in planning and development activities and, as required, independent determination of methods to meet programmatic or administrative goals. Influence over key objectives and longer term goals of an organizational unit and/or program with high visibility or broad impact within and outside the organization. Independent determination of approaches to project and priorities. Work is reviewed against overall goals and objectives, with full accountability for results. Use of appreciable judgment in the development of policies and procedures related to issues frequently not covered by existing policies and procedures. Precedents and policies to guide development activities may be available for reference. Use of appreciable ingenuity and innovation to conceive of new approaches and solutions to address complex problems and issues. Serve as the prime contact for the program, specialty, and/or organizational unit. May manage relationships with outside entities or agencies and manage sensitive information and situations. May oversee day-to-day program or organizational unit operations and provide lead work direction to other professional or administrative staff, with accountability for results. In addition to Position Skill Levels - Non-Exempt and Exempt I knowledge and skill requirements, work assignments typically require: Thorough knowledge of and ability to apply extensive expertise to complex programs and/or administrative specialties, including pertinent laws and regulations. Demonstrated expertise in and advanced knowledge of the principles, problems, and methods of public and business administration and operational and fiscal management. Expertise in administrative survey techniques, operations and systems analysis, statistical and research methods, and the ability to interpret and evaluate results to develop sound conclusions and recommend new or revised policies. Ability to understand problems from a broad, interactive perspective and discern applicable underlying principles to conceive of and develop strategic solutions. Ability to work with representatives from public and private entities and handle potentially sensitive situations. Demonstrated consultative skills in working with internal and external constituent groups. Ability to effectively present ideas and concepts in written or presentation format and use consultative and facilitation skills to gain consensus. Preferred Qualifications 3 years' relevant experience in procurement, operations or financial assignments Ability to analyze financial data and make accurate projections Ability to compare actuals vs. projection and provide meaningful variance analysis Proficiency in Microsoft Office suite of software including Excel Professional Certification, i.e., Certified Purchasing Manager, Certified Supply Chain Management, etc. Prior experience in Public Sector Environmental/Physical/Special Possess a valid California Driver’s License; comply with the Defensive Drivers Training program requirements if a vehicle is used to travel on official business. 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. Incumbent may be required to work extended hours, weekends or holidays in support of critical deliverables or initiatives. Pre-Employment Requirements This position requires the successful completion of a background check. Eligibility to Work Applicants must be able to provide proof of US Citizenship or authorization to work in the United States, within three business days from their date of hire. Benefits Threaded through our Total Compensation package is a commitment to Bridging Life's Transitions. SF State is committed to providing our employees with a comprehensive program that rewards efforts that are appreciated by your colleagues, students and the customers we serve. We offer a competitive compensation package that includes Medical, Dental, Vision, Pension, 401k, Healthcare Savings Account, Life Insurance, Disability Insurance, Vacation and Sick Leave as well as State Holidays and a dynamic Fee Waiver program, all geared towards the University's commitment to attract, motivate and retain our employee. CSUEU Position (For CSUEU Positions Only) Eligible and qualified on-campus applicants, currently in bargaining units 2, 5, 7, and 9 are given hiring preference. Additional Information SF STATE IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (i.e. H1-B VISAS). Thank you for your interest in employment with California State University (CSU). CSU is a state entity whose business operations reside within the State of California. Because of this, CSU prohibits hiring employees to perform CSU-related work outside of California with very limited exception. While this position may be eligible for occasional telework, all work is expected to be performed in the state of California, and this position is assigned to on-campus operations. CSU strongly encourages faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19 or declare a medical or religious exemption from doing so. Any candidates advanced in a currently open search process are encouraged to comply with this requirement. The systemwide policy can be found at https://calstate.policystat.com/policy/9779821/latest/ and questions may be sent to hrwww@campus.edu. The Human Resources office is open Mondays through Fridays from 8 a.m. to 5 p.m., and can be reached at (415) 338-1872. Please note that this position, position requirements, application deadline and/or any other component of this position is subject to change or cancellation at any time. Advertised: Mar 07 2024 Pacific Standard Time Applications close: Closing Date/Time:
Mar 07, 2024
Working Title Lead Budget & Procurement Analyst SF State University San Francisco State is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, National origin, sex, sexual orientation, covered veteran status, or any other protected status. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting the Senior Human Resources Manager. Applicants may visit titleix.sfsu.edu for more information on SF State's policy prohibiting discrimination, and how to file an online report using the procedures under Executive Order 1096 Revised. Inquiries can be directed to the campus Title IX Coordinator and Discrimination, Harassment, and Retaliation Administrator by calling (415) 338-2032 or emailing vpsaem@sfsu.edu. San Francisco State is a 100% Smoke/Vapor-Free Campus. Smoking or Vaping of any tobacco/plant-based substance is not permitted on any University properties. The person holding 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. This position may be a "designated position" in the California State University's Conflict of Interest Code. The successful candidate accepting this position may be required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission. Department Facilities Services - HR & Finance Shared Services Appointment Type This is a one year probationary position. Time Base Full-Time (1.0 FTE) Work Schedule Monday - Friday; 8:00am - 5:00pm At the discretion of the Administrator, this position is telecommute-eligible (hybrid). The incumbent must be on-site at least three (3) days a week. Anticipated Hiring Range $5,850.00 - $5,971.00 Per Month ($70,200.00 - $71,652.00 Annually) Salary is commensurate with experience. Position Summary The incumbent will serve as a Procurement Project & Financial Business Partner supporting the Facilities Services (FS) organization. This position provides Financial, Procurement and Accounts Payable transactional support for Facilities Services. Requires close coordination and collaboration with department managers to evaluate vendor quotes and contracts for accuracy and completeness in accordance with Accounting and Procurement guidelines. Creates Purchase Requisition (PR) ensuring PR Is in accordance with Accounting and Procurement guidelines. Reconciles, reviews and processes invoices submitted for payment ensuring SFSU policy is followed regarding vendor payments. Monitors Procurement spending to budget and provides monthly tracking and reporting to department managers. Special Project coordination and responsibility for recharge and cost recovery accounting, tracking and reporting. Resolves invoicing and procurement discrepancies and responds to inquiries from Procurement, Fiscal Affairs and Budget Office. Exercise fiduciary responsibility to ensure purchases comply with Accounting and Procurement guidelines. May also provide direction to Student Assistants. Position Information Procurement Support Review purchase and contract documents, vendor proposals and quotes for accuracy and completeness When applicable, recommend preferred method of procurement to department managers and executive staff, i.e., Purchase Requisition vs. Contract vs. Direct Pay vs. P-Card purchase Create Purchase Requisition (PR) in CFS application ensuring PR is in accordance to Accounting and Procurement guidelines Liaison with Procurement team to ensure PR has been processed and Purchase Order (PO) has been Issued When applicable, validate that Contract has been signed and finalized and Contract Number has been issued May require contact with vendors for quote requests and essential documents Accounts Payable Support Reconciles and reviews invoices submitted for payment ensuring all invoices are processed timely and SFSU policy is followed Match Purchase Order or Contract Number with invoices confirming correct chart field information Identify and resolve invoicing and procurement discrepancies prior to processing Process invoice for payment through Accounts Payable ensuring accurate tracking and reporting of paid and pending invoices Respond to inquiries and requests from Vendors, Procurement, Fiscal Affairs and Budget Office Tracking and Reporting Prepare and compiles monthly financial reports for departmental managers and executive staff Monitor and reconciles procurement spending vs. budget and provides monthly tracking and reporting to department managers Provide variance analysis of budget vs. actual spending and provide forecast of future spending Upload and file all applicable procurement documentation into designated central archive as per direction from Supervisor/Manager Administrative Functions Provide audit support when necessary Perform ad-hoc projects as assigned by Supervisor/Manager supporting budget, procurement, invoices and spending items Provide accurate chart field information for P-Card purchases and ensure P-Card policy is followed Recharge Administration Review annual Memorandum of Understanding (MOU)/Service Level Agreement (SLA) and incorporate changes in rates and scope if necessary Prepare, review and submit quarterly recharge/cost recovery journal entries to Fiscal Affairs as per MOU/SLA Prepare review and submit monthly/quarterly recharge/cost recovery journal entries as per Work Order system information Track and report quarterly recharge/cost recovery actuals Project Coordination Coordinate with departmental managers and executive staff to support 'special projects' assigned to Facilities Services throughout the year Validate scope of work and allocated budget with Project Manager and funding department Ensure budget is transferred into correct Facilities Services chart field upon project approval and prior to commencing work Alternatively liaise with Project Manager to create dedicated work order number to accurately track project costs Ensure Project POs are opened against the correct chart field/work order number Upon completion of project, create, review and submit journal entry for cost recovery as per work order/PO amounts Other duties as assigned 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. Position Skill Level - Exempt II Typical nature of work assignments: Under general direction, performance of administrative and/or program leadership in a large and/or complex organizational unit with broad impact. Required to assess, formulate, and evaluate the impact of recommended or implemented policies from a strategic and operational perspective. Work requires regular participation in planning and development activities and, as required, independent determination of methods to meet programmatic or administrative goals. Influence over key objectives and longer term goals of an organizational unit and/or program with high visibility or broad impact within and outside the organization. Independent determination of approaches to project and priorities. Work is reviewed against overall goals and objectives, with full accountability for results. Use of appreciable judgment in the development of policies and procedures related to issues frequently not covered by existing policies and procedures. Precedents and policies to guide development activities may be available for reference. Use of appreciable ingenuity and innovation to conceive of new approaches and solutions to address complex problems and issues. Serve as the prime contact for the program, specialty, and/or organizational unit. May manage relationships with outside entities or agencies and manage sensitive information and situations. May oversee day-to-day program or organizational unit operations and provide lead work direction to other professional or administrative staff, with accountability for results. In addition to Position Skill Levels - Non-Exempt and Exempt I knowledge and skill requirements, work assignments typically require: Thorough knowledge of and ability to apply extensive expertise to complex programs and/or administrative specialties, including pertinent laws and regulations. Demonstrated expertise in and advanced knowledge of the principles, problems, and methods of public and business administration and operational and fiscal management. Expertise in administrative survey techniques, operations and systems analysis, statistical and research methods, and the ability to interpret and evaluate results to develop sound conclusions and recommend new or revised policies. Ability to understand problems from a broad, interactive perspective and discern applicable underlying principles to conceive of and develop strategic solutions. Ability to work with representatives from public and private entities and handle potentially sensitive situations. Demonstrated consultative skills in working with internal and external constituent groups. Ability to effectively present ideas and concepts in written or presentation format and use consultative and facilitation skills to gain consensus. Preferred Qualifications 3 years' relevant experience in procurement, operations or financial assignments Ability to analyze financial data and make accurate projections Ability to compare actuals vs. projection and provide meaningful variance analysis Proficiency in Microsoft Office suite of software including Excel Professional Certification, i.e., Certified Purchasing Manager, Certified Supply Chain Management, etc. Prior experience in Public Sector Environmental/Physical/Special Possess a valid California Driver’s License; comply with the Defensive Drivers Training program requirements if a vehicle is used to travel on official business. 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. Incumbent may be required to work extended hours, weekends or holidays in support of critical deliverables or initiatives. Pre-Employment Requirements This position requires the successful completion of a background check. Eligibility to Work Applicants must be able to provide proof of US Citizenship or authorization to work in the United States, within three business days from their date of hire. Benefits Threaded through our Total Compensation package is a commitment to Bridging Life's Transitions. SF State is committed to providing our employees with a comprehensive program that rewards efforts that are appreciated by your colleagues, students and the customers we serve. We offer a competitive compensation package that includes Medical, Dental, Vision, Pension, 401k, Healthcare Savings Account, Life Insurance, Disability Insurance, Vacation and Sick Leave as well as State Holidays and a dynamic Fee Waiver program, all geared towards the University's commitment to attract, motivate and retain our employee. CSUEU Position (For CSUEU Positions Only) Eligible and qualified on-campus applicants, currently in bargaining units 2, 5, 7, and 9 are given hiring preference. Additional Information SF STATE IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (i.e. H1-B VISAS). Thank you for your interest in employment with California State University (CSU). CSU is a state entity whose business operations reside within the State of California. Because of this, CSU prohibits hiring employees to perform CSU-related work outside of California with very limited exception. While this position may be eligible for occasional telework, all work is expected to be performed in the state of California, and this position is assigned to on-campus operations. CSU strongly encourages faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19 or declare a medical or religious exemption from doing so. Any candidates advanced in a currently open search process are encouraged to comply with this requirement. The systemwide policy can be found at https://calstate.policystat.com/policy/9779821/latest/ and questions may be sent to hrwww@campus.edu. The Human Resources office is open Mondays through Fridays from 8 a.m. to 5 p.m., and can be reached at (415) 338-1872. Please note that this position, position requirements, application deadline and/or any other component of this position is subject to change or cancellation at any time. Advertised: Mar 07 2024 Pacific Standard Time Applications close: Closing Date/Time:
San Mateo County Office Of Education - Classified Personnel
Redwood City, California, United States
About the Employer Thank you for your interest in the San Mateo County Office of Education (SMCOE). SMCOE employees share a vision of equity and excellence in education for every student, educator, and school. Children and youth are at the heart of our work, and we pride ourselves on being an inclusive, supportive workplace where staff have the opportunity to learn, grow, and thrive. San Mateo County is home to 23 school districts, serving 85,000 students, and a robust early learning community. SMCOE and its staff have been recognized widely for their innovative and effective approaches to addressing challenging issues facing schools and students. SMCOE welcomes and embraces individuals from all backgrounds, races, ethnicities, disabilities, gender identities, sexual orientations, immigration statuses, and religions. At SMCOE, equity means providing every learner aged 0-22 with the education and support needed to thrive in school, career, and life, and every staff member with opportunities to grow and further deepen their impact. SMCOE is seeking employees who share our vision and commitment to excellence and equity in education for all students. To achieve equity, SMCOE commits to: • Interrupt inequitable practices and replace them with equity-driven, transparent systems; • Improve outcomes for historically and currently underserved student groups, building on the assets, strengths and talents that they and their families possess; • Continue to educate ourselves so we are better able to confront and dismantle systemic inequities; • Center voices of those that have been historically marginalized and underserved, engaging a broad range of educational and community partners, in decision-making, determining priorities. THE MERIT SYSTEM AND THE PERSONNEL COMMISSION The San Mateo County Office of Education has utilized the Merit System since 1966 to ensure that classified employees are selected, promoted and retained without favoritism or prejudice. The Personnel Commission oversees a Civil Service (Merit) System of personnel management for San Mateo County Office of Education employees. The Merit System is a method of personnel management which is designed to promote the efficiency and economy of the workforce and the good of the public by providing for the selection and retention of employees, promotional opportunities, in-service training, and other related matters on the basis of merit, fitness, and the principle of “like pay for like work." Job Summary Under the direction of an administrator, perform a variety of professional accounting duties involved in establishing, analyzing, auditing, reconciling and maintaining manual and automated financial records; review, audit, analyze, reconcile and adjust designated budgets, funds and accounts; process, audit and assure accuracy of related transactions; prepare and audit a variety of financial, statistical and budgetary reports and statements. ESSENTIAL FUNCTIONS Perform a variety of professional accounting duties involved in establishing, analyzing, auditing, reconciling and maintaining manual and automated financial records; assure financial activity, transactions and reports related to assigned accounts comply with applicable standards, requirements, laws, codes, rules, regulations, policies and procedures. Review, audit, analyze, reconcile and adjust assigned accounts; calculate, post, audit, code and adjust journal entries; update accounts to reflect income, expenditures, transfers and other transactions; balance accounts, audit for errors and make appropriate corrections and adjustments. Prepare and maintain a variety of financial and statistical reports, statements and records related to income, expenditures, accounts, funds, budgets and assigned accounting functions; review, audit and analyze financial statements, records and reports to assure accuracy, completeness and compliance with established guidelines, procedures and Generally Accepted Accounting Principles. Compare and reconcile ledgers, statements, records, documents, transactions and reports to identify errors and discrepancies; review, process, audit and assure accuracy of a variety of transactions and related documents; approve transactions as appropriate; initiate and process account and budget transfers as needed. Requirements / QualificationsAny combination of education and experience providing the job knowledge, skills, and ability for successful job performance will be considered for positions in this classification. Typical qualifications would be equivalent to: EDUCATION: Bachelor’s degree in accounting or related field.; and EXPERIENCE: Three years of professional accounting experience performing varied financial analysis, auditing, record-keeping and report preparation duties.ENVIRONMENT WORKING CONDITIONS:Office environment. PHYSICAL REQUIREMENTS: Applicants must possess the physical abilities outlined below with or without accommodation. San Mateo County Office of Education will consider reasonable accommodation requests.Dexterity of hands and fingers to operate a computer keyboard.Seeing to read a variety of materials.Hearing and speaking to exchange information.Bending at the waist, kneeling or crouching to retrieve and file materials.Sitting for extended periods of time. EXAMINATION PROCESS: The examination process for this classification may consist of: 1. A written in-person examination (Tentative Date: April 3, 2024); and2. An oral board virtual examination (Tentative date: April 8, 2024). BENEFITS: Total Compensation Package: Placement on salary schedule. If a medical plan is selected, the employee will receive a contribution of $1,225.00/month toward the selected medical plan (through CalPERS), Delta Dental, and Life Insurance. The employee pays the balance of their health premiums from their gross earnings on a pre-tax basis. If a medical plan is not selected, employees will receive a contribution of $300.00/month toward single coverage for Delta Dental, and Life Insurance. A vision plan (VSP) is also available. Employees pay the worker contribution to the Public Employees Retirement System (PERS). This position is represented by California School Employees Association (CSEA) Chapter #887. Pursuant to Article 2 of the CSEA 887 Collective Bargaining Agreement, the County Office shall deduct in accordance with the CSEA dues and fees schedule from the wages of all employees. OTHER FRINGE BENEFITS: Accrue 102 hours of sick leave 15 paid holidays 15 paid vacation days CALPERS Employer Contribution Work remotely one (1) day every week (applicable after initial 6 months pending supervisor approval) Flexible work schedule depending on position Commuter Benefit Tuition Reimbursement *Floating Holiday, Personal Leave, Executive Leave, and Personal Business vary depending on the position, collective bargaining agreement, and/or other regulations. PLEASE ATTACH THE FOLLOWING DOCUMENT(S) IN YOUR APPLICATION: Letter of Introduction (Required Document) Resume (Required Document) Closing Date/Time: 3/29/2024 5:00 PM Pacific
Mar 15, 2024
Full Time
About the Employer Thank you for your interest in the San Mateo County Office of Education (SMCOE). SMCOE employees share a vision of equity and excellence in education for every student, educator, and school. Children and youth are at the heart of our work, and we pride ourselves on being an inclusive, supportive workplace where staff have the opportunity to learn, grow, and thrive. San Mateo County is home to 23 school districts, serving 85,000 students, and a robust early learning community. SMCOE and its staff have been recognized widely for their innovative and effective approaches to addressing challenging issues facing schools and students. SMCOE welcomes and embraces individuals from all backgrounds, races, ethnicities, disabilities, gender identities, sexual orientations, immigration statuses, and religions. At SMCOE, equity means providing every learner aged 0-22 with the education and support needed to thrive in school, career, and life, and every staff member with opportunities to grow and further deepen their impact. SMCOE is seeking employees who share our vision and commitment to excellence and equity in education for all students. To achieve equity, SMCOE commits to: • Interrupt inequitable practices and replace them with equity-driven, transparent systems; • Improve outcomes for historically and currently underserved student groups, building on the assets, strengths and talents that they and their families possess; • Continue to educate ourselves so we are better able to confront and dismantle systemic inequities; • Center voices of those that have been historically marginalized and underserved, engaging a broad range of educational and community partners, in decision-making, determining priorities. THE MERIT SYSTEM AND THE PERSONNEL COMMISSION The San Mateo County Office of Education has utilized the Merit System since 1966 to ensure that classified employees are selected, promoted and retained without favoritism or prejudice. The Personnel Commission oversees a Civil Service (Merit) System of personnel management for San Mateo County Office of Education employees. The Merit System is a method of personnel management which is designed to promote the efficiency and economy of the workforce and the good of the public by providing for the selection and retention of employees, promotional opportunities, in-service training, and other related matters on the basis of merit, fitness, and the principle of “like pay for like work." Job Summary Under the direction of an administrator, perform a variety of professional accounting duties involved in establishing, analyzing, auditing, reconciling and maintaining manual and automated financial records; review, audit, analyze, reconcile and adjust designated budgets, funds and accounts; process, audit and assure accuracy of related transactions; prepare and audit a variety of financial, statistical and budgetary reports and statements. ESSENTIAL FUNCTIONS Perform a variety of professional accounting duties involved in establishing, analyzing, auditing, reconciling and maintaining manual and automated financial records; assure financial activity, transactions and reports related to assigned accounts comply with applicable standards, requirements, laws, codes, rules, regulations, policies and procedures. Review, audit, analyze, reconcile and adjust assigned accounts; calculate, post, audit, code and adjust journal entries; update accounts to reflect income, expenditures, transfers and other transactions; balance accounts, audit for errors and make appropriate corrections and adjustments. Prepare and maintain a variety of financial and statistical reports, statements and records related to income, expenditures, accounts, funds, budgets and assigned accounting functions; review, audit and analyze financial statements, records and reports to assure accuracy, completeness and compliance with established guidelines, procedures and Generally Accepted Accounting Principles. Compare and reconcile ledgers, statements, records, documents, transactions and reports to identify errors and discrepancies; review, process, audit and assure accuracy of a variety of transactions and related documents; approve transactions as appropriate; initiate and process account and budget transfers as needed. Requirements / QualificationsAny combination of education and experience providing the job knowledge, skills, and ability for successful job performance will be considered for positions in this classification. Typical qualifications would be equivalent to: EDUCATION: Bachelor’s degree in accounting or related field.; and EXPERIENCE: Three years of professional accounting experience performing varied financial analysis, auditing, record-keeping and report preparation duties.ENVIRONMENT WORKING CONDITIONS:Office environment. PHYSICAL REQUIREMENTS: Applicants must possess the physical abilities outlined below with or without accommodation. San Mateo County Office of Education will consider reasonable accommodation requests.Dexterity of hands and fingers to operate a computer keyboard.Seeing to read a variety of materials.Hearing and speaking to exchange information.Bending at the waist, kneeling or crouching to retrieve and file materials.Sitting for extended periods of time. EXAMINATION PROCESS: The examination process for this classification may consist of: 1. A written in-person examination (Tentative Date: April 3, 2024); and2. An oral board virtual examination (Tentative date: April 8, 2024). BENEFITS: Total Compensation Package: Placement on salary schedule. If a medical plan is selected, the employee will receive a contribution of $1,225.00/month toward the selected medical plan (through CalPERS), Delta Dental, and Life Insurance. The employee pays the balance of their health premiums from their gross earnings on a pre-tax basis. If a medical plan is not selected, employees will receive a contribution of $300.00/month toward single coverage for Delta Dental, and Life Insurance. A vision plan (VSP) is also available. Employees pay the worker contribution to the Public Employees Retirement System (PERS). This position is represented by California School Employees Association (CSEA) Chapter #887. Pursuant to Article 2 of the CSEA 887 Collective Bargaining Agreement, the County Office shall deduct in accordance with the CSEA dues and fees schedule from the wages of all employees. OTHER FRINGE BENEFITS: Accrue 102 hours of sick leave 15 paid holidays 15 paid vacation days CALPERS Employer Contribution Work remotely one (1) day every week (applicable after initial 6 months pending supervisor approval) Flexible work schedule depending on position Commuter Benefit Tuition Reimbursement *Floating Holiday, Personal Leave, Executive Leave, and Personal Business vary depending on the position, collective bargaining agreement, and/or other regulations. PLEASE ATTACH THE FOLLOWING DOCUMENT(S) IN YOUR APPLICATION: Letter of Introduction (Required Document) Resume (Required Document) Closing Date/Time: 3/29/2024 5:00 PM Pacific
Under direction, performs professional tasks in support of the City's financial management operations; prepares a diverse range of financial reports; reviews and evaluates departmental budget development and administration requests to ensure compliance with City budgetary policies, procedures, and established guidelines; reconciles complex financial transactions, and performs related work as required.
Mar 05, 2024
Full Time
Under direction, performs professional tasks in support of the City's financial management operations; prepares a diverse range of financial reports; reviews and evaluates departmental budget development and administration requests to ensure compliance with City budgetary policies, procedures, and established guidelines; reconciles complex financial transactions, and performs related work as required.
CITY OF GLENDALE CA
Glendale, California, United States
The Position NOTE: This recruitment is restricted to City of Glendale employees who meet the promotional eligibility requirement as noted below. Under the direction of senior management, this mid-management position conducts complex and specialized rate studies to develop and implement applicable electric and water regulations and rate making policies. Essential functions of the job include, but are not limited to, the following: Ensures Department services are provided with exceptional customer service and the highest level of ethical standards. Communicates with a wide range of utility management, including accounting staff on a variety of issues. Develops tools and procedures to track and reconcile settlement and billing requirements; performs on-going reviews of settlement and billing processes to identify corrective actions and measures if needed. Develops, administers and monitors financial models for purchased power and water supply costs; assists in developing forecasts of department revenues, expenses and fund balances. Initiates, resolves, and reconciles payments or invoicing of wholesale energy related obligations including compiling, verifying and transmitting settlement quality transaction information; filing disputes in a timely manner; verifying and confirming volumes, charges, and contract compliance. Maintains accurate invoice and settlement data records and reports for operations, contract administration, budget preparation, and audits. Develops Electric and Water cost of service studies. Prepares cash flow analysis, financial reports, annual reports and statistics, planning models and other analysis to assist in short and long-term financial planning for Glendale Water & Power. Prepares and analyzes materials related to electric and water rates and fees. Prepares annual reports. Produces revenue requirement studies. Conducts surveys to determine rate competitiveness and equity. Conducts and/or participates in meetings to discuss systems issues and development requirements; recommends new systems and/or enhancements. Participates in the research, development and preparation of the assigned budget; monitors assigned budgets; compiles, maintains and reports budget expenditures, participates in budget presentations; documents, develops, recommends, and implements budget process improvements systems and tools. Prepares financial analysis used in the issuance of debt. Assists in the preparation of financial materials required by bond rating agencies. Prepares financial and economic studies for Glendale Water & Power; assists in or prepares, presents and monitors the Department's budget and five-year capital improvement programs. Provides a variety of accounting and reporting functions related to CAISO obligations and/or obligations under contracts, agreements, policies and procedures administered by the utility. Researches and analyzes department policies and procedures; recommends revisions and/or new policies and procedures as warranted; presents recommendations both orally and in written format to appropriate management staff. Assumes responsibility for ensuring the duties of the position are performed in a safe efficient manner. Performs other related duties as assigned or as the situation requires. Drives on City business. Minimum Requirements Experience Four years of experience in one or more of the following areas: budget preparation, financial analysis, cash flow modeling, electric and water rate development, energy risk, and transaction analysis. Previous experience working in a public utility highly desirable. Education/Training Bachelor's Degree in Finance, Accounting, Economics, Business Administration, Public Administration or a related field. License(s)/Certification(s) Valid Class C California driver's license. Knowledge, Skills & Abilities Knowledge of: Benchmarking and performance measurements. City and Department policies and procedures. Complex spreadsheets and database applications. Effective training practices. English grammar usage, spelling, punctuation, and business vocabulary. FERC, CPUC and CAISO reporting requirements. Financial planning, analysis, and statistical and economic analysis. Generally accepted accounting principles and fund accounting. Methods of cost allocation. Pertinent federal, state, and local laws, rules, codes, and ordinances. Principles of municipal budget preparation and control. Skill in: Effective oral and written communications, both on a one-on-one and a group basis. Making independent judgments and decisions based on standard policy or procedure. Ability to: Provide exceptional customer service to those using Glendale Water & Power services. Analyze and interpret rate schedules of other utilities. Apply administrative principles and techniques to resolve various management concerns. Assist and or conduct electric and water cost of service studies. Assist and/or effectively evaluate and develop cost benefit recommendations and implementation plans. Collect, compile and analyze data and information. Forecast and develop models which simulate complex financial activities. Maintain pro forma forecasting models Model and practice the highest standards of ethical conduct. Operate effectively and independently with managers in other departments, representatives from external agencies and contractors/consultants. Prepare accurate financial reports. Prepare and maintain disaster response and disaster recovery plans. Prepare and monitor budgets. Prepare complete and concise reports. Read, write, communicate effectively and comprehend directions in English. Understand legal contractual and lease documents. Other Characteristics Willingness to: Assume responsibility for maintaining a safe working environment. Work the necessary hours and times to complete goals, tasks, and objectives. Promotional Eligibility Any City of Glendale employee who meets the minimum qualifications for this position, has completed probation or six months of City employment, and is occupying a permanent full-time classification on file in the Human Resources Department. Hourly City employees may be considered, provided that they furnish proof of continuous employment immediately preceding the final filing date, which would equal a minimum of six months of full-time service or 1040 part-time hours. (Civil Service Rule VIII 4-E). Note An equivalent combination of experience, education and/or training may substitute for the listed minimum requirements. Selection Process EVALUATION OF APPLICATION: Submitted application will be reviewed to ensure applicants meet the minimum requirements. All qualifying applicants will be invited to participate in the selection process. ORAL INTERVIEW: (Weight of 100%) To evaluate the applicant's experience, education, and general background for the position. Candidates must achieve a minimum score of 70.00% in order to be placed on the eligible list. TIME AND PLACE OF THE EXAMINATION WILL BE ANNOUNCED. The City of Glendale reserves the right to modify the above stated examination components and/or weights. Should this be necessary, the candidates will be notified of the specific examination components and weights prior to the administration of any examination. The City of Glendale conforms with State and Federal obligations to make reasonable accommodation for applicants and employees with disabilities. The Human Resources Department asks that it be advised of special needs at least five days prior to the first test part so that a reasonable accommodation may be made. The provisions of this bulletin do not constitute an express or implied contract. In compliance with the Immigration Reform and Control Act of 1986, the City of Glendale requires that all new employees provide documentation to establish both work authorization and identity. The City of Glendale offers a comprehensive benefit package including vacation, holiday, and sick leave as well as medical, dental, vision, life, and long-term disability insurance. The above listed benefits apply to full-time, salaried positions only. Closing Date/Time: 4/5/2024 11:59 PM Pacific
Mar 26, 2024
Full Time
The Position NOTE: This recruitment is restricted to City of Glendale employees who meet the promotional eligibility requirement as noted below. Under the direction of senior management, this mid-management position conducts complex and specialized rate studies to develop and implement applicable electric and water regulations and rate making policies. Essential functions of the job include, but are not limited to, the following: Ensures Department services are provided with exceptional customer service and the highest level of ethical standards. Communicates with a wide range of utility management, including accounting staff on a variety of issues. Develops tools and procedures to track and reconcile settlement and billing requirements; performs on-going reviews of settlement and billing processes to identify corrective actions and measures if needed. Develops, administers and monitors financial models for purchased power and water supply costs; assists in developing forecasts of department revenues, expenses and fund balances. Initiates, resolves, and reconciles payments or invoicing of wholesale energy related obligations including compiling, verifying and transmitting settlement quality transaction information; filing disputes in a timely manner; verifying and confirming volumes, charges, and contract compliance. Maintains accurate invoice and settlement data records and reports for operations, contract administration, budget preparation, and audits. Develops Electric and Water cost of service studies. Prepares cash flow analysis, financial reports, annual reports and statistics, planning models and other analysis to assist in short and long-term financial planning for Glendale Water & Power. Prepares and analyzes materials related to electric and water rates and fees. Prepares annual reports. Produces revenue requirement studies. Conducts surveys to determine rate competitiveness and equity. Conducts and/or participates in meetings to discuss systems issues and development requirements; recommends new systems and/or enhancements. Participates in the research, development and preparation of the assigned budget; monitors assigned budgets; compiles, maintains and reports budget expenditures, participates in budget presentations; documents, develops, recommends, and implements budget process improvements systems and tools. Prepares financial analysis used in the issuance of debt. Assists in the preparation of financial materials required by bond rating agencies. Prepares financial and economic studies for Glendale Water & Power; assists in or prepares, presents and monitors the Department's budget and five-year capital improvement programs. Provides a variety of accounting and reporting functions related to CAISO obligations and/or obligations under contracts, agreements, policies and procedures administered by the utility. Researches and analyzes department policies and procedures; recommends revisions and/or new policies and procedures as warranted; presents recommendations both orally and in written format to appropriate management staff. Assumes responsibility for ensuring the duties of the position are performed in a safe efficient manner. Performs other related duties as assigned or as the situation requires. Drives on City business. Minimum Requirements Experience Four years of experience in one or more of the following areas: budget preparation, financial analysis, cash flow modeling, electric and water rate development, energy risk, and transaction analysis. Previous experience working in a public utility highly desirable. Education/Training Bachelor's Degree in Finance, Accounting, Economics, Business Administration, Public Administration or a related field. License(s)/Certification(s) Valid Class C California driver's license. Knowledge, Skills & Abilities Knowledge of: Benchmarking and performance measurements. City and Department policies and procedures. Complex spreadsheets and database applications. Effective training practices. English grammar usage, spelling, punctuation, and business vocabulary. FERC, CPUC and CAISO reporting requirements. Financial planning, analysis, and statistical and economic analysis. Generally accepted accounting principles and fund accounting. Methods of cost allocation. Pertinent federal, state, and local laws, rules, codes, and ordinances. Principles of municipal budget preparation and control. Skill in: Effective oral and written communications, both on a one-on-one and a group basis. Making independent judgments and decisions based on standard policy or procedure. Ability to: Provide exceptional customer service to those using Glendale Water & Power services. Analyze and interpret rate schedules of other utilities. Apply administrative principles and techniques to resolve various management concerns. Assist and or conduct electric and water cost of service studies. Assist and/or effectively evaluate and develop cost benefit recommendations and implementation plans. Collect, compile and analyze data and information. Forecast and develop models which simulate complex financial activities. Maintain pro forma forecasting models Model and practice the highest standards of ethical conduct. Operate effectively and independently with managers in other departments, representatives from external agencies and contractors/consultants. Prepare accurate financial reports. Prepare and maintain disaster response and disaster recovery plans. Prepare and monitor budgets. Prepare complete and concise reports. Read, write, communicate effectively and comprehend directions in English. Understand legal contractual and lease documents. Other Characteristics Willingness to: Assume responsibility for maintaining a safe working environment. Work the necessary hours and times to complete goals, tasks, and objectives. Promotional Eligibility Any City of Glendale employee who meets the minimum qualifications for this position, has completed probation or six months of City employment, and is occupying a permanent full-time classification on file in the Human Resources Department. Hourly City employees may be considered, provided that they furnish proof of continuous employment immediately preceding the final filing date, which would equal a minimum of six months of full-time service or 1040 part-time hours. (Civil Service Rule VIII 4-E). Note An equivalent combination of experience, education and/or training may substitute for the listed minimum requirements. Selection Process EVALUATION OF APPLICATION: Submitted application will be reviewed to ensure applicants meet the minimum requirements. All qualifying applicants will be invited to participate in the selection process. ORAL INTERVIEW: (Weight of 100%) To evaluate the applicant's experience, education, and general background for the position. Candidates must achieve a minimum score of 70.00% in order to be placed on the eligible list. TIME AND PLACE OF THE EXAMINATION WILL BE ANNOUNCED. The City of Glendale reserves the right to modify the above stated examination components and/or weights. Should this be necessary, the candidates will be notified of the specific examination components and weights prior to the administration of any examination. The City of Glendale conforms with State and Federal obligations to make reasonable accommodation for applicants and employees with disabilities. The Human Resources Department asks that it be advised of special needs at least five days prior to the first test part so that a reasonable accommodation may be made. The provisions of this bulletin do not constitute an express or implied contract. In compliance with the Immigration Reform and Control Act of 1986, the City of Glendale requires that all new employees provide documentation to establish both work authorization and identity. The City of Glendale offers a comprehensive benefit package including vacation, holiday, and sick leave as well as medical, dental, vision, life, and long-term disability insurance. The above listed benefits apply to full-time, salaried positions only. Closing Date/Time: 4/5/2024 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 Pay Rate AFSCME Pay Band E Annual Salary Range $ 112,048.72 (Minimum) - $ 145,662.97 (Maximum) The negotiable salary offer will be between $112,048.72 - $135,312.13 /annually commensurate with experience and education. Reports To Manager Capital Budget and Funds Management Current Assignment First review of applications will be on March 8, 2024 Performs complex policy and financial analyses; Clearly communicates findings and strategy recommendations to management in verbal, written, and other visual forms; Works collaboratively across BART units, funding partners, and other stakeholders toward solutions; and Proactively identifies and solves problems. Capital Budget Funds Management Assists in the development of the two-year annual budget, including analyzing budget studies and new needs requests from assigned departments, also assists in the administration and monitoring of District-wide budgets;Works closely with units around BART to monitor spending and validate budget requests; andUndertakes process improvement projects related to budgetary issues Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Examples of Duties Participates in the more difficult work of staff responsible for complex financial, statistical, and program management analysis in assigned division area. Participates in the preparation, administration, and monitoring of District-wide budgets; compiles and analyzes budget data; monitors funding agreements and maintains budget schedules to assure conformance with funding agencies; ensures maintenance of expenditure records which conform to funding agency and District reporting requirements. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances, ensures that cost control methods are implemented and applied to program objectives; analyzes funding and cost data for management inquiries regarding work plans, consultants, and contract authority. Monitors and administers construction or funding agreement contracts in accordance with District and mandated guidelines; compiles actual costs by project; performs financial, statistical and comparative analysis of actual and budget costs. Identifies funding sources for proposed projects; projects cash flow requirements; maintains budgetary records for proposed projects. Provides support to project managers in setting budgets, schedules and estimates; tracks progress on projects versus original budgets and schedules; works closely with project staff and consultants to ensure project compliance. Develops and recommends improvements to computerized financial management system. Coordinates project activities with other departments, divisions and external agencies; works closely with other divisions to apply for and monitor the use of fund grants from city, county, state, and federal sources; monitors work in progress and authorizes contract payments. Conducts financial and management studies to evaluate system performance and operating efficiencies; presents studies to communicate findings and recommendations to senior management and the Board of Directors. May train assigned employees in their areas of work including budgeting and financial analysis methods, procedures and techniques. Prepares quarterly, semi-annual, and special analytical and statistical reports on operations and activities for management, regulatory and outside agencies. Reviews invoices; determines budget conformity; reports discrepancies and billing adjustments. Prepares the Annual Budget and the 5-Year forecast for each capital project and program assigned; involves budgeting for staffing requirements and coordinating with various departments who support the projects; includes budgeting for non-labor expenses for the budget year and for the out years. Participates in special projects as assigned. Minimum Qualifications Education : A Bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional budgetary, financial, or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of lead supervision and training. Principles of financial and operational analysis. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project management. Principles and practices of engineering and construction management. Advanced principles, practices, and procedures of accounting. Financial, statistical and comparative analysis principles, techniques and formulas. Principles and practices of project budget development, administration and control. Principles and practices of procurement. Methods and techniques for assessing performance against established objectives. Principles and practices of project scheduling. Principles and practices of financial record keeping and reporting. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and statistical analyses. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of assigned staff. Monitoring and reporting budget variances. Analyzing problems, identifying alternative solutions and implementing recommendations. Identifying funding sources for proposed and current projects. Creating timely purchase requisitions and disbursements of purchase orders. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing technical documents, proposals, contracts, and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: Continuous
Mar 07, 2024
Full Time
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band E Annual Salary Range $ 112,048.72 (Minimum) - $ 145,662.97 (Maximum) The negotiable salary offer will be between $112,048.72 - $135,312.13 /annually commensurate with experience and education. Reports To Manager Capital Budget and Funds Management Current Assignment First review of applications will be on March 8, 2024 Performs complex policy and financial analyses; Clearly communicates findings and strategy recommendations to management in verbal, written, and other visual forms; Works collaboratively across BART units, funding partners, and other stakeholders toward solutions; and Proactively identifies and solves problems. Capital Budget Funds Management Assists in the development of the two-year annual budget, including analyzing budget studies and new needs requests from assigned departments, also assists in the administration and monitoring of District-wide budgets;Works closely with units around BART to monitor spending and validate budget requests; andUndertakes process improvement projects related to budgetary issues Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Examples of Duties Participates in the more difficult work of staff responsible for complex financial, statistical, and program management analysis in assigned division area. Participates in the preparation, administration, and monitoring of District-wide budgets; compiles and analyzes budget data; monitors funding agreements and maintains budget schedules to assure conformance with funding agencies; ensures maintenance of expenditure records which conform to funding agency and District reporting requirements. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances, ensures that cost control methods are implemented and applied to program objectives; analyzes funding and cost data for management inquiries regarding work plans, consultants, and contract authority. Monitors and administers construction or funding agreement contracts in accordance with District and mandated guidelines; compiles actual costs by project; performs financial, statistical and comparative analysis of actual and budget costs. Identifies funding sources for proposed projects; projects cash flow requirements; maintains budgetary records for proposed projects. Provides support to project managers in setting budgets, schedules and estimates; tracks progress on projects versus original budgets and schedules; works closely with project staff and consultants to ensure project compliance. Develops and recommends improvements to computerized financial management system. Coordinates project activities with other departments, divisions and external agencies; works closely with other divisions to apply for and monitor the use of fund grants from city, county, state, and federal sources; monitors work in progress and authorizes contract payments. Conducts financial and management studies to evaluate system performance and operating efficiencies; presents studies to communicate findings and recommendations to senior management and the Board of Directors. May train assigned employees in their areas of work including budgeting and financial analysis methods, procedures and techniques. Prepares quarterly, semi-annual, and special analytical and statistical reports on operations and activities for management, regulatory and outside agencies. Reviews invoices; determines budget conformity; reports discrepancies and billing adjustments. Prepares the Annual Budget and the 5-Year forecast for each capital project and program assigned; involves budgeting for staffing requirements and coordinating with various departments who support the projects; includes budgeting for non-labor expenses for the budget year and for the out years. Participates in special projects as assigned. Minimum Qualifications Education : A Bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional budgetary, financial, or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of lead supervision and training. Principles of financial and operational analysis. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project management. Principles and practices of engineering and construction management. Advanced principles, practices, and procedures of accounting. Financial, statistical and comparative analysis principles, techniques and formulas. Principles and practices of project budget development, administration and control. Principles and practices of procurement. Methods and techniques for assessing performance against established objectives. Principles and practices of project scheduling. Principles and practices of financial record keeping and reporting. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and statistical analyses. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of assigned staff. Monitoring and reporting budget variances. Analyzing problems, identifying alternative solutions and implementing recommendations. Identifying funding sources for proposed and current projects. Creating timely purchase requisitions and disbursements of purchase orders. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing technical documents, proposals, contracts, and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: Continuous
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 five (5) years’ experience in a related field. A Master’s degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field may be substituted for 2 years’ experience. A five (5) year accounting (MAcy) degree or CPA designation may be substituted for 1 years’ experience. Licenses or Certifications: None Notes to Applicants Working with Austin Water provides a number of 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. 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. A detailed, complete employment application is required. It helps us to better evaluate your qualifications and will be used to determine salary if you are selected for this position. Be sure to provide job titles and employment dates for all jobs you wish to be considered. A resume is required, but will not substitute for a complete employment application. Please include contact information from previous employers. A cover letter is also required. In the cover letter candidates should describe, in concise detail, their interest in this position and highlight any prior experience that is relevant to this position. If you are selected as a top candidate: Verification of your education (which may include 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 proof of your professional licenses or certifications. If you are in the military or a veteran, you will need to provide a copy of your DD-214 prior to confirming a start date. This position requires a criminal background investigation. Effective October 1, 2014, all Austin Water worksite locations are tobacco-free. Use of tobacco products and/or e-cigarettes is not permitted on any AW worksite - including construction sites, parking lots, garages or in any personal vehicle located on the premises. Pay Range $37.14 - $47.35 Hours Monday-Friday: 40 hours/week between 6:30 AM - 6:00 PM (Teleworking and Alternative Work Schedules are available) Job Close Date 03/28/2024 Type of Posting External Department Austin Water Utility Regular/Temporary Regular Grant Funded or Pooled Position Not Applicable Category Professional Location Waller Creek Center, 625 E. 10th St., Austin, 78701 Preferred Qualifications Preferred Experience: Experience in rate setting, budget development, monitoring, financial forecasting, forecasting revenue or expenses, trend analysis, customer demand analysis, cost accounting, revenue and expense reporting or other forecasting and analysis experience for a utility, governmental entity, or other similarly regulated entity Financial management, accounting, financial reporting, financial analysis, or related financial experience for a utility, governmental entity, or other similarly regulated entity Experience providing leadership and peer review of work, fostering positive team-building and skill-set growth, leading, developing and implementing financial-related processes and procedures in a public utility or similarly regulated entity to achieve organizational goals and objectives. Experience with related financial modeling and business intelligence programs (i.e., the City’s AIMS , e-Capris e-Combs and MicroStrategy or DXR ) Duties, Functions and Responsibilities Essential duties and functions, pursuant to the Americans with Disabilities Act, may include the following. Other related duties may be assigned. Develops and prepares reports, analyses, and models used in revenue and economic forecasts and budgets. Develops and completes cost of service rate and structure recommendations, rate studies, and methodology analysis to comply with State regulatory requirements using multiple variables. Primarily responsible for developing the operating or CIP budget for the department. Performs budget analysis by implementing the organization’s budget process system, providing guidance and recommendations to management in the development and completion of their budgets; finalizing the organizations budget; and monitoring the budget by preparing or reviewing current year estimates and budget variance reports, reporting on budget variances; reviewing budget forecasts; and reviewing current and historical budget information and data. Prepares complex financial analysis, periodic and ad-hoc reports by researching, financial benchmark reporting, compiling, monitoring, and summarizing current and historical financial information and data, reporting on variances and trends, and compiling financial information from various financial systems. Develops and prepares reports, analyses, and models to analyze debt issuances, bond issuance timing, Official Statement updates, calculate debt service requirements, equity financing ratios, cash reserve requirements, revenue bond debt refunding, rating agency presentations and other debt related requirements. Performs debt administration, impact analysis and monitors debt service schedules. Provides financial support and monitors CIP projects. Processes and tracks task orders and other project requirements in eCAPRIS and other financial systems. Develop and maintain complex databases to conduct comprehensive financial and technical analysis, and develop models and reports in Business Intelligence system to support and monitor performance and financial benchmarks. Develop complex reports and documentation in compliance with local, State and Federal regulatory requirements.Conduct cost analysis, financial and performance benchmarking with other entities and assist in development of expert testimony. Assists departments and other customers by providing procedural and financial information and guidance with financial systems. Researches and provides information requested by City Council, City management, boards and commissions, vendors, the public, regulatory agencies and other City offices. Monitors state and federal regulatory processes and provides guidance to the department regarding the financial impact of new and/or proposed legislation, regulations and standards. Responsibilities - Supervision and/or Leadership Exercised: May be responsible for the full range of supervisory activities including selection, training, evaluation, counseling, and recommendation for dismissal Knowledge, Skills and Abilities Must possess required knowledge, skills, abilities, and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed. Must possess required knowledge, skills, abilities and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed. Knowledge of the processes and theories used for public budgetary and financial policies. Knowledge of accounting practices and concepts. Knowledge of utility ratemaking and cost of service study methodology. Knowledge of debt instruments, cash management and utility financing methods. Knowledge of forecasting models; econometric studies, analysis and forecasting; and estimating methods and techniques. Knowledge of cost benefit analysis, feasibility studies and net present value analysis methods. Knowledge of enterprise budgeting, financial planning or accounting. Knowledge of research methods, survey techniques, statistical concepts and report writing. Ability to complete detailed financial and economic analyses. Ability to lead and/or facilitate meetings and workshops. Ability to work independently. Skill in generating and analyzing financial and statistical reports. Skill in communicating effectively, orally and in writing. Skill in using computers and related software applications. Skill in performing quantitative analysis. Criminal Background Investigation This position has been approved for a Criminal Background Investigation. EEO/ADA City of Austin is committed to compliance with the Americans with Disabilities Act. If you require reasonable accommodation during the application process or have a question regarding an essential job function, please call (512) 974-3210 or Texas Relay by dialing 7-1-1. The City of Austin will not discriminate against any applicant or employee based on race, creed, color, national origin, sex, gender identity, age, religion, veteran status, disability, or sexual orientation. In addition, the City will not discriminate in employment decisions on the basis of an individual’s AIDS , AIDS Related Complex, or HIV status; nor will the City discriminate against individuals who are perceived to be at risk of HIV infection, or who associate with individuals who are believed to be at risk. Information For City Employees: If you are an employee within the department, are in good standing and meet both the minimum and preferred qualifications, then you will receive an initial interview. Supplemental Questions Required fields are indicated with an asterisk (*). * This position requires Graduation with a Bachelor’s degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics plus five (5) years’ experience in a related field. A Master’s degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field may be substituted for 2 years’ experience. A five (5) year accounting (MAcy) degree or CPA designation may be substituted for 1 years’ experience. Do you meet these minimum qualifications? Yes No * How many years of experience do you have in financial forecasting, forecasting revenue or expenses, trend analysis, customer demand analysis, revenue and expense reporting or other forecasting and analysis experience for a utility, governmental entity or other similarly regulated entity? No experience Less than 3 years Between 3 and less than 6 years 6 or more years * How many years of experience do you have in rate setting and budget development for a utility, governmental entity, or other similarly regulated entity? None 1-3 years 3-5 years 5-7 years More than 7 years * From the list below, please select all that apply to your experience with financing. Rate Setting Budget Development Monitoring Financial Forecasting Forecasting Revenue or Expenses Trend Analysis Customer Demand Analysis Cost Accounting Revenue and Expense Reporting Forecasting and Analysis for a Utility, Govt Entity or Similarly Regulated Entity * How many years of experience do you have developing and implementing financial-related processes and procedures? None 1-3 years 3-5 years 5-7 years More than 7 years * This position requires a criminal background check. By selecting the following, you are acknowledging that you understand if you are selected as a top candidate for this position, you will need a successful Criminal Background Investigation (CBI) to be hired. I acknowledge and understand this position requires a Criminal Background Investigation (CBI). * Were you referred to this opportunity by an Austin Water employee? If yes, please provide employee’s full name. (Open Ended Question) Optional & Required Documents Required Documents Cover Letter Resume Optional Documents
Mar 08, 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 five (5) years’ experience in a related field. A Master’s degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field may be substituted for 2 years’ experience. A five (5) year accounting (MAcy) degree or CPA designation may be substituted for 1 years’ experience. Licenses or Certifications: None Notes to Applicants Working with Austin Water provides a number of 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. 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. A detailed, complete employment application is required. It helps us to better evaluate your qualifications and will be used to determine salary if you are selected for this position. Be sure to provide job titles and employment dates for all jobs you wish to be considered. A resume is required, but will not substitute for a complete employment application. Please include contact information from previous employers. A cover letter is also required. In the cover letter candidates should describe, in concise detail, their interest in this position and highlight any prior experience that is relevant to this position. If you are selected as a top candidate: Verification of your education (which may include 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 proof of your professional licenses or certifications. If you are in the military or a veteran, you will need to provide a copy of your DD-214 prior to confirming a start date. This position requires a criminal background investigation. Effective October 1, 2014, all Austin Water worksite locations are tobacco-free. Use of tobacco products and/or e-cigarettes is not permitted on any AW worksite - including construction sites, parking lots, garages or in any personal vehicle located on the premises. Pay Range $37.14 - $47.35 Hours Monday-Friday: 40 hours/week between 6:30 AM - 6:00 PM (Teleworking and Alternative Work Schedules are available) Job Close Date 03/28/2024 Type of Posting External Department Austin Water Utility Regular/Temporary Regular Grant Funded or Pooled Position Not Applicable Category Professional Location Waller Creek Center, 625 E. 10th St., Austin, 78701 Preferred Qualifications Preferred Experience: Experience in rate setting, budget development, monitoring, financial forecasting, forecasting revenue or expenses, trend analysis, customer demand analysis, cost accounting, revenue and expense reporting or other forecasting and analysis experience for a utility, governmental entity, or other similarly regulated entity Financial management, accounting, financial reporting, financial analysis, or related financial experience for a utility, governmental entity, or other similarly regulated entity Experience providing leadership and peer review of work, fostering positive team-building and skill-set growth, leading, developing and implementing financial-related processes and procedures in a public utility or similarly regulated entity to achieve organizational goals and objectives. Experience with related financial modeling and business intelligence programs (i.e., the City’s AIMS , e-Capris e-Combs and MicroStrategy or DXR ) Duties, Functions and Responsibilities Essential duties and functions, pursuant to the Americans with Disabilities Act, may include the following. Other related duties may be assigned. Develops and prepares reports, analyses, and models used in revenue and economic forecasts and budgets. Develops and completes cost of service rate and structure recommendations, rate studies, and methodology analysis to comply with State regulatory requirements using multiple variables. Primarily responsible for developing the operating or CIP budget for the department. Performs budget analysis by implementing the organization’s budget process system, providing guidance and recommendations to management in the development and completion of their budgets; finalizing the organizations budget; and monitoring the budget by preparing or reviewing current year estimates and budget variance reports, reporting on budget variances; reviewing budget forecasts; and reviewing current and historical budget information and data. Prepares complex financial analysis, periodic and ad-hoc reports by researching, financial benchmark reporting, compiling, monitoring, and summarizing current and historical financial information and data, reporting on variances and trends, and compiling financial information from various financial systems. Develops and prepares reports, analyses, and models to analyze debt issuances, bond issuance timing, Official Statement updates, calculate debt service requirements, equity financing ratios, cash reserve requirements, revenue bond debt refunding, rating agency presentations and other debt related requirements. Performs debt administration, impact analysis and monitors debt service schedules. Provides financial support and monitors CIP projects. Processes and tracks task orders and other project requirements in eCAPRIS and other financial systems. Develop and maintain complex databases to conduct comprehensive financial and technical analysis, and develop models and reports in Business Intelligence system to support and monitor performance and financial benchmarks. Develop complex reports and documentation in compliance with local, State and Federal regulatory requirements.Conduct cost analysis, financial and performance benchmarking with other entities and assist in development of expert testimony. Assists departments and other customers by providing procedural and financial information and guidance with financial systems. Researches and provides information requested by City Council, City management, boards and commissions, vendors, the public, regulatory agencies and other City offices. Monitors state and federal regulatory processes and provides guidance to the department regarding the financial impact of new and/or proposed legislation, regulations and standards. Responsibilities - Supervision and/or Leadership Exercised: May be responsible for the full range of supervisory activities including selection, training, evaluation, counseling, and recommendation for dismissal Knowledge, Skills and Abilities Must possess required knowledge, skills, abilities, and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed. Must possess required knowledge, skills, abilities and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed. Knowledge of the processes and theories used for public budgetary and financial policies. Knowledge of accounting practices and concepts. Knowledge of utility ratemaking and cost of service study methodology. Knowledge of debt instruments, cash management and utility financing methods. Knowledge of forecasting models; econometric studies, analysis and forecasting; and estimating methods and techniques. Knowledge of cost benefit analysis, feasibility studies and net present value analysis methods. Knowledge of enterprise budgeting, financial planning or accounting. Knowledge of research methods, survey techniques, statistical concepts and report writing. Ability to complete detailed financial and economic analyses. Ability to lead and/or facilitate meetings and workshops. Ability to work independently. Skill in generating and analyzing financial and statistical reports. Skill in communicating effectively, orally and in writing. Skill in using computers and related software applications. Skill in performing quantitative analysis. Criminal Background Investigation This position has been approved for a Criminal Background Investigation. EEO/ADA City of Austin is committed to compliance with the Americans with Disabilities Act. If you require reasonable accommodation during the application process or have a question regarding an essential job function, please call (512) 974-3210 or Texas Relay by dialing 7-1-1. The City of Austin will not discriminate against any applicant or employee based on race, creed, color, national origin, sex, gender identity, age, religion, veteran status, disability, or sexual orientation. In addition, the City will not discriminate in employment decisions on the basis of an individual’s AIDS , AIDS Related Complex, or HIV status; nor will the City discriminate against individuals who are perceived to be at risk of HIV infection, or who associate with individuals who are believed to be at risk. Information For City Employees: If you are an employee within the department, are in good standing and meet both the minimum and preferred qualifications, then you will receive an initial interview. Supplemental Questions Required fields are indicated with an asterisk (*). * This position requires Graduation with a Bachelor’s degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics plus five (5) years’ experience in a related field. A Master’s degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field may be substituted for 2 years’ experience. A five (5) year accounting (MAcy) degree or CPA designation may be substituted for 1 years’ experience. Do you meet these minimum qualifications? Yes No * How many years of experience do you have in financial forecasting, forecasting revenue or expenses, trend analysis, customer demand analysis, revenue and expense reporting or other forecasting and analysis experience for a utility, governmental entity or other similarly regulated entity? No experience Less than 3 years Between 3 and less than 6 years 6 or more years * How many years of experience do you have in rate setting and budget development for a utility, governmental entity, or other similarly regulated entity? None 1-3 years 3-5 years 5-7 years More than 7 years * From the list below, please select all that apply to your experience with financing. Rate Setting Budget Development Monitoring Financial Forecasting Forecasting Revenue or Expenses Trend Analysis Customer Demand Analysis Cost Accounting Revenue and Expense Reporting Forecasting and Analysis for a Utility, Govt Entity or Similarly Regulated Entity * How many years of experience do you have developing and implementing financial-related processes and procedures? None 1-3 years 3-5 years 5-7 years More than 7 years * This position requires a criminal background check. By selecting the following, you are acknowledging that you understand if you are selected as a top candidate for this position, you will need a successful Criminal Background Investigation (CBI) to be hired. I acknowledge and understand this position requires a Criminal Background Investigation (CBI). * Were you referred to this opportunity by an Austin Water employee? If yes, please provide employee’s full name. (Open Ended Question) Optional & Required Documents Required Documents Cover Letter Resume Optional Documents
HOUSTON AIRPORT SYSTEM
Houston, Texas, United States
POSITION OVERVIEW APPLICATIONS ACCEPTED FROM: ALL PERSONS INTERESTED JOB CLASSIFICATION: ASSISTANT DIRECTOR (EXE LEV) DIVISION: FINANCE REPORTING LOCATION: 16930 JOHN F. KENNEDY BLVD. WORKDAYS & HOURS: MONDAY - FRIDAY 8AM - 5PM* * Subject to change DESCRIPTION OF DUTIES/ ESSENTIAL FUNCTIONS Under the direction of the Chief Financial Officer manages the activities of the Financial Planning & Analysis Business Unit. Develops and implements a set of planning, forecasting, budgeting, and analytical activities that support HAS major company's major business decisions and overall financial health. Initiates business cases, assembles budgets, and forecasts, and reports as necessary to the Chief Financial Officer. Assists the Chief Financial Officer in the development of financing plans to deliver projects approved in the HAS Capital Improvement Plan. Performs business and financial analysis to support executive decision making and planning. Leads the development and compilation of HAS's capital and operating budgets. Produces financial reports as necessary to provide an update on the status of HAS's financial performance against prior years and budgets. Assists with developing and preparing airline rates and charges. Manages and monitors Houston Airport's financial model to ensure Houston Airport's overall financial health is safeguarded. Assists and delivers financial insights associated with key performance indicators of HAS. Delivers ad-hoc financial analysis requested by the Chief Financial Officer. The Assistant Director will be responsible for the following: Meets with Infrastructure and other departments to determine the proper timing to proceed with a new Passenger Facility Charge Applications. Leads the development of the capital and operating budget. Leads the completion and submission of the City of Houston's Monthly Operating Financial Report (MoFR) per City of Houston budget schedules. Develops a full understanding of HAS's airline use and lease agreements, including all rates and charges, and the associated impact on financial planning and projections. Delivers an Actual vs. Budget Capital Report monthly. Works with financial advisors, bond counsel, and the City of Houston Finance Department to determine when HAS must enter the capital market to continue financing its Capital Improvement Plan. Develops advanced proficiency in the update of HAS's long-term financial planning model. Provides analytical insight on operational statistics, cost trend analysis, KPI trends, revenue trends, business performance, etc. Communicates abnormal financial performance trends as necessary to assist in managerial decision-making. WORKING CONDITIONS There are no major sources of discomfort, i.e., essentially normal office environment with acceptable lighting, temperature and air conditions. MINIMUM REQUIREMENTS EDUCATION REQUIREMENTS Requires a Bachelor's degree in Business Administration, Public Administration or a closely related field. EXPERIENCE REQUIREMENTS Seven years of administrative experience are required, with at least three of those years in a managerial capacity. A Master's degree may be substituted for two years of experience. LICENSE REQUIREMENTS Valid driver's license and compliance with the City of Houston driving policy (A.P. 2-2). PREFERENCES Preference will be given to applicants with: Finance certifications and/or designations (i.e., Chartered Financial Analyst, Certified Financial Analyst, Certified Government Financial Manager, etc.) Advanced financial modeling skills and experience managing large data sets. Advanced knowledge of Microsoft Excel and other financial reporting tools (e.g., Hyperion, Tableau, Power BI, SAP BPC, etc.). Five (5) years of progressively responsible experience in Financial Planning and Analysis and/or Accounting with demonstrated experience in financial analysis and internal reporting. **Preference shall be given to eligible veteran applicants provided such persons possess the qualifications necessary for competent discharge of the duties involved in the position applied for, such persons are among the most qualified candidates for the position, and all other factors in accordance with Executive Order 1-6.** GENERAL INFORMATION SELECTION / SKILLS TESTS REQUIRED Department may administer skills assessment test. SAFETY IMPACT POSITION Yes If yes, this position is subject to random drug testing and if a promotional position, candidate must pass an assignment drug test. SALARY INFORMATION Factors used in determining the salary offered include the candidate's qualifications as well as the pay rates of other employees in this classification. PAY GRADE 32 APPLICATION PROCEDURES Only online applications will be accepted for this City of Houston job and must be received by the Human Resources Department during active posting period. Applications must be submitted online at: www.houstontx.gov . To view your detailed application status, please log-in to your online profile by visiting: http://agency.governmentjobs.com/houston/default.cfm or call (832/393-0453). If you need special services or accommodations, call (832/393-0453). (TTY 7-1-1) If you need login assistance or technical support call 855-524-5627. Due to the high volume of applications received, the Hiring Department will contact you directly, should you be selected to advance in our recruitment process. All new and rehires must pass a pre-employment drug test and are subject to a physical examination and verification of information provided. EOE Equal Opportunity Employer The City of Houston is committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, genetic information, veteran status, gender identity, or pregnancy. Closing Date/Time: Continuous
Mar 08, 2024
POSITION OVERVIEW APPLICATIONS ACCEPTED FROM: ALL PERSONS INTERESTED JOB CLASSIFICATION: ASSISTANT DIRECTOR (EXE LEV) DIVISION: FINANCE REPORTING LOCATION: 16930 JOHN F. KENNEDY BLVD. WORKDAYS & HOURS: MONDAY - FRIDAY 8AM - 5PM* * Subject to change DESCRIPTION OF DUTIES/ ESSENTIAL FUNCTIONS Under the direction of the Chief Financial Officer manages the activities of the Financial Planning & Analysis Business Unit. Develops and implements a set of planning, forecasting, budgeting, and analytical activities that support HAS major company's major business decisions and overall financial health. Initiates business cases, assembles budgets, and forecasts, and reports as necessary to the Chief Financial Officer. Assists the Chief Financial Officer in the development of financing plans to deliver projects approved in the HAS Capital Improvement Plan. Performs business and financial analysis to support executive decision making and planning. Leads the development and compilation of HAS's capital and operating budgets. Produces financial reports as necessary to provide an update on the status of HAS's financial performance against prior years and budgets. Assists with developing and preparing airline rates and charges. Manages and monitors Houston Airport's financial model to ensure Houston Airport's overall financial health is safeguarded. Assists and delivers financial insights associated with key performance indicators of HAS. Delivers ad-hoc financial analysis requested by the Chief Financial Officer. The Assistant Director will be responsible for the following: Meets with Infrastructure and other departments to determine the proper timing to proceed with a new Passenger Facility Charge Applications. Leads the development of the capital and operating budget. Leads the completion and submission of the City of Houston's Monthly Operating Financial Report (MoFR) per City of Houston budget schedules. Develops a full understanding of HAS's airline use and lease agreements, including all rates and charges, and the associated impact on financial planning and projections. Delivers an Actual vs. Budget Capital Report monthly. Works with financial advisors, bond counsel, and the City of Houston Finance Department to determine when HAS must enter the capital market to continue financing its Capital Improvement Plan. Develops advanced proficiency in the update of HAS's long-term financial planning model. Provides analytical insight on operational statistics, cost trend analysis, KPI trends, revenue trends, business performance, etc. Communicates abnormal financial performance trends as necessary to assist in managerial decision-making. WORKING CONDITIONS There are no major sources of discomfort, i.e., essentially normal office environment with acceptable lighting, temperature and air conditions. MINIMUM REQUIREMENTS EDUCATION REQUIREMENTS Requires a Bachelor's degree in Business Administration, Public Administration or a closely related field. EXPERIENCE REQUIREMENTS Seven years of administrative experience are required, with at least three of those years in a managerial capacity. A Master's degree may be substituted for two years of experience. LICENSE REQUIREMENTS Valid driver's license and compliance with the City of Houston driving policy (A.P. 2-2). PREFERENCES Preference will be given to applicants with: Finance certifications and/or designations (i.e., Chartered Financial Analyst, Certified Financial Analyst, Certified Government Financial Manager, etc.) Advanced financial modeling skills and experience managing large data sets. Advanced knowledge of Microsoft Excel and other financial reporting tools (e.g., Hyperion, Tableau, Power BI, SAP BPC, etc.). Five (5) years of progressively responsible experience in Financial Planning and Analysis and/or Accounting with demonstrated experience in financial analysis and internal reporting. **Preference shall be given to eligible veteran applicants provided such persons possess the qualifications necessary for competent discharge of the duties involved in the position applied for, such persons are among the most qualified candidates for the position, and all other factors in accordance with Executive Order 1-6.** GENERAL INFORMATION SELECTION / SKILLS TESTS REQUIRED Department may administer skills assessment test. SAFETY IMPACT POSITION Yes If yes, this position is subject to random drug testing and if a promotional position, candidate must pass an assignment drug test. SALARY INFORMATION Factors used in determining the salary offered include the candidate's qualifications as well as the pay rates of other employees in this classification. PAY GRADE 32 APPLICATION PROCEDURES Only online applications will be accepted for this City of Houston job and must be received by the Human Resources Department during active posting period. Applications must be submitted online at: www.houstontx.gov . To view your detailed application status, please log-in to your online profile by visiting: http://agency.governmentjobs.com/houston/default.cfm or call (832/393-0453). If you need special services or accommodations, call (832/393-0453). (TTY 7-1-1) If you need login assistance or technical support call 855-524-5627. Due to the high volume of applications received, the Hiring Department will contact you directly, should you be selected to advance in our recruitment process. All new and rehires must pass a pre-employment drug test and are subject to a physical examination and verification of information provided. EOE Equal Opportunity Employer The City of Houston is committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, genetic information, veteran status, gender identity, or pregnancy. Closing Date/Time: Continuous
California State University (CSU) Northridge
18111 Nordhoff Street, Northridge, CA 91330, USA
CSUN strives to be a destination workplace, where everyone understands that they belong to a community that is vital in advancing student success and providing exemplary service to all stakeholders. We foster an environment of success, both for our students and our employees. We have a relentless passion for celebrating diversity, equity, and inclusion as well as being an employer of choice. You will also have the opportunity to realize your own personal goals and be recognized for the work you do, and enjoy the unique value the CSUN community can offer. If this sounds like you, you’ve come to the right place. Learn more: https://www.csun.edu/about-csun . Major Duties Under general supervision, the Financial and Operations Analyst (UFA) processes analysis and monitoring of operations in the College of Engineering and Computer Science. The incumbent supports the daily administrative and technical operations of the College by demonstrating working knowledge of financial principles, university policies and best practices. Utilizes independent judgment in the execution of administrative and analytic duties, anticipates need and determine appropriate solutions. Represents the College as a University Financial Analyst and is responsible for communicating timelines, deadlines and improvements related to Academic Resources. Acts as a liaison between this college and personnel in other campus entities. Knowledge of Solar Financial is desired. Performs other duties as assigned. *NOTE: To view the full position description including all of the required qualifications copy and paste this link into your browser: https://mycsun.box.com/s/llv1n4kgs0s7d7khvp7l35tt2oes5tuo Qualifications Equivalent to graduation from an accredited four-year college or university in a job-related field. Equivalent to two (2) years of full-time, technical, analytical, or administrative experience. Additional experience in job-related field may be substituted for required education, on a year for year basis. CMS system and PeopleSoft Oracle experience, preferred Knowledge, Skills, & Abilities Working knowledge of general practices, program, and/or administrative specialty. Working knowledge of fiscal analysis techniques, and budget policies & procedures. Ability and specialized skills to: interpret, and apply a wide variety of policies and procedures; perform basic research and statistical analysis; analyze data and make accurate projections using business mathematics and basic statistics. Ability to compile, write and present reports related to program or administrative specialty; communicate effectively both orally and in writing. Proficient in using standard office and financial software (Microsoft Word, Excel, Outlook, etc.) Expertise in interpretation of data, investigating and analyzing problems Pay, Benefits, & Work Schedule The university offers an excellent benefits package, including but not limited to: medical, dental, vision, retirement & savings, tuition waiver and more. Classification: Admin Analyst/Spclst / 1038 / grade 1 The anticipated HIRING RANGE: $3694 - $5300 per month, dependent upon qualifications and experience. The salary range for this classification is: $3694 - $7131 per month. HOURS: Full Time; 40 hours per week; Monday through Friday. This is a Regular position with a one-year probationary period. The position is currently hybrid (4 days in office, 1 day remote); however, this is subject to change based on student and/or operational needs. General Information Applications received through March 27, 2024, will be considered in the initial review and review of applications will continue until position is filled. This position is a sensitive position as designated by the CSU. A background check (including a criminal records check) must be completed satisfactorily. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for the position. The person holding 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. In accordance with the California State University (CSU) Out-of-State Employment Policy, the CSU is a state entity whose business operations reside within the State of California and prohibits hiring employees to perform CSU-related work outside of California. Candidates should apply by completing the CSUN on-line application. To submit an application and for more detailed information on the application and hiring process, please visit this link: www.csun.edu/careers The CSU recommends that faculty, staff, and students who are accessing campus facilities at any university location be immunized against SARS-CoV-2, the virus that causes COVID-19, and 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 measures established by each campus. Equal Employment Opportunity CSUN is an Equal Opportunity Employer and prohibits discrimination on the basis of race, color, ethnicity, ancestry, religion, national origin, age, gender, gender identity/expression, sexual orientation, genetic information, medical condition, marital status, covered military and veteran status, and disability. Reasonable accommodations will be provided for applicants with disabilities who self-disclose by contacting Recruitment Services at 818-677-2101. Advertised: Mar 14 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Mar 15, 2024
CSUN strives to be a destination workplace, where everyone understands that they belong to a community that is vital in advancing student success and providing exemplary service to all stakeholders. We foster an environment of success, both for our students and our employees. We have a relentless passion for celebrating diversity, equity, and inclusion as well as being an employer of choice. You will also have the opportunity to realize your own personal goals and be recognized for the work you do, and enjoy the unique value the CSUN community can offer. If this sounds like you, you’ve come to the right place. Learn more: https://www.csun.edu/about-csun . Major Duties Under general supervision, the Financial and Operations Analyst (UFA) processes analysis and monitoring of operations in the College of Engineering and Computer Science. The incumbent supports the daily administrative and technical operations of the College by demonstrating working knowledge of financial principles, university policies and best practices. Utilizes independent judgment in the execution of administrative and analytic duties, anticipates need and determine appropriate solutions. Represents the College as a University Financial Analyst and is responsible for communicating timelines, deadlines and improvements related to Academic Resources. Acts as a liaison between this college and personnel in other campus entities. Knowledge of Solar Financial is desired. Performs other duties as assigned. *NOTE: To view the full position description including all of the required qualifications copy and paste this link into your browser: https://mycsun.box.com/s/llv1n4kgs0s7d7khvp7l35tt2oes5tuo Qualifications Equivalent to graduation from an accredited four-year college or university in a job-related field. Equivalent to two (2) years of full-time, technical, analytical, or administrative experience. Additional experience in job-related field may be substituted for required education, on a year for year basis. CMS system and PeopleSoft Oracle experience, preferred Knowledge, Skills, & Abilities Working knowledge of general practices, program, and/or administrative specialty. Working knowledge of fiscal analysis techniques, and budget policies & procedures. Ability and specialized skills to: interpret, and apply a wide variety of policies and procedures; perform basic research and statistical analysis; analyze data and make accurate projections using business mathematics and basic statistics. Ability to compile, write and present reports related to program or administrative specialty; communicate effectively both orally and in writing. Proficient in using standard office and financial software (Microsoft Word, Excel, Outlook, etc.) Expertise in interpretation of data, investigating and analyzing problems Pay, Benefits, & Work Schedule The university offers an excellent benefits package, including but not limited to: medical, dental, vision, retirement & savings, tuition waiver and more. Classification: Admin Analyst/Spclst / 1038 / grade 1 The anticipated HIRING RANGE: $3694 - $5300 per month, dependent upon qualifications and experience. The salary range for this classification is: $3694 - $7131 per month. HOURS: Full Time; 40 hours per week; Monday through Friday. This is a Regular position with a one-year probationary period. The position is currently hybrid (4 days in office, 1 day remote); however, this is subject to change based on student and/or operational needs. General Information Applications received through March 27, 2024, will be considered in the initial review and review of applications will continue until position is filled. This position is a sensitive position as designated by the CSU. A background check (including a criminal records check) must be completed satisfactorily. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for the position. The person holding 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. In accordance with the California State University (CSU) Out-of-State Employment Policy, the CSU is a state entity whose business operations reside within the State of California and prohibits hiring employees to perform CSU-related work outside of California. Candidates should apply by completing the CSUN on-line application. To submit an application and for more detailed information on the application and hiring process, please visit this link: www.csun.edu/careers The CSU recommends that faculty, staff, and students who are accessing campus facilities at any university location be immunized against SARS-CoV-2, the virus that causes COVID-19, and 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 measures established by each campus. Equal Employment Opportunity CSUN is an Equal Opportunity Employer and prohibits discrimination on the basis of race, color, ethnicity, ancestry, religion, national origin, age, gender, gender identity/expression, sexual orientation, genetic information, medical condition, marital status, covered military and veteran status, and disability. Reasonable accommodations will be provided for applicants with disabilities who self-disclose by contacting Recruitment Services at 818-677-2101. Advertised: Mar 14 2024 Pacific Daylight Time Applications close: Closing Date/Time: