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:
Jul 14, 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 (Senior Financial Analyst) Annual Salary Range $ 112,048.72 (Minimum) - $ 145,662.97 (Maximum) The negotiable salary offer will be between $112,048.72 - $135.312.13 /annually commensurate with experience and education. AFSCME Pay Band G (Principal Financial Analyst) Annual Salary Range $ 127,505.43 (Minimum) - $ 165,757.06 (Maximum) The negotiable salary offer will be between $127,505.43 - $151,482.76 /annually commensurate with experience and education. Reports To Manager of Capital Financial Planning Current Assignment The San Francisco Bay Area Rapid Transit District (BART) is recruiting to fill two vacant Principal or Senior Capital Planning Analyst (Financial Analyst) positions (distinction will be made based on skills and work experience of the applicants). The selected incumbent applicants will be responsible for developing the District’s more than $25 billion Capital Investment Plan, including internal coordination to collect and validate capital needs and fund source data, model development to optimize data analysis and forecasting, data representation and drafting of related narratives and presentations; preparing and managing multimillion- and multibillion-dollar capital project funding plans; preparing capital plan reports; performing ad-hoc analyses to support District capital funding strategy; and managing relationships with internal and external partners. Other assignments may include supporting District-wide initiatives and other related projects. Key responsibilities for these positions include identifying and resolving complex financial funding and analytical issues, which require strong execution and analytical critical thinking abilities such as: - Working independently and defining workload, deliverables and schedule. - Balancing multiple and sometimes conflicting priorities and stakeholders. - Using critical thinking and analytical capabilities to build data models, perform data analysis, and draw insights to support District decision-making. -Taking initiative, including developing and supporting process improvements. - Identifying and understanding issues, problems and opportunities; and devising appropriate solutions. - Building and maintaining relationships with internal BART departments and with external agencies. - Interpreting and implementing funding agreements with other agencies; and preparing concise and clear communications, including reports. In 2022, BART celebrated 50 years of operating a heavy-rail transit system serving the San Francisco Bay Area. The transit backbone of the region, BART carries half of the region’s miles traveled on transit along more than 130 miles of track and through 50 stations across five counties. BART connects to 18 other transit operators, including the Capital Corridor, and represents almost 90% of all transit transfers. BART’s capital program focuses on sustaining the reliability, safety and resilience of the system’s existing assets, while also investing in improvements to enhance the customer experience and stimulate ridership, such as those that support transit-oriented development. The Senior or Principal Capital Planning Analyst in the Capital Financial Planning division serves an important role in helping the Board and senior executives to understand the scope and scale of BART’s current and forecast capital program, to facilitate data-driven prioritization of planned capital investments and to support the development of a coherent capital program funding strategy. In the current financial landscape, BART is faced with many financial challenges and pressures, including projected operating revenue deficits and construction material and labor cost escalation. If you love solving problems, enjoy strategic and critical thinking, and are adept at stakeholder engagement - it’s a particularly exciting time to work for BART! BART offers remote work opportunities, competitive compensation including great benefits, and a dynamic work environment. Selection Process Initial screening of applications will begin in May 2024. This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. Examples of Duties Principal Financial Analyst Establishes schedules and methods for providing financial analysis services; identifies resource needs; reviews needs with appropriate management staff; allocates resources accordingly. Participates in the development of policies and procedures; monitors work activities to ensure compliance with established policies and procedures; makes recommendations for changes and improvements to existing standards and procedures. Recommends and assists in the implementation of goals and objectives; implements approved policies and procedures. Conducts complex financial and management studies to evaluate District system performance and operating efficiency; prepares and presents study findings and recommendations; implements recommendations and provides assistance to District departments in assessing performance against stated objectives. Performs the most technical and complex tasks of the work unit including specialized analyses and studies related to the District's budgeting, financial control and management analysis functions. Provides financial oversight on assigned projects; identifies funding sources; projects cash flow requirements; maintains budgetary records for proposed projects; compiles actual project costs; performs financial, statistical and comparative analysis of actual and budgeted costs. Participates in the preparation and administration of District-wide budgets; compiles and analyzes budget data; coordinates activities within other divisions and departments. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances; ensures that cost control methods are implemented and applied to program objectives. Develops and recommends improvements to computerized financial management system. Participates in the selection of assigned staff; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline procedures. Prepares analytical and statistical reports on operations and activities. Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of financial analysis and program management. May plan, prioritize, assign, supervise, review and participate in the work of staff responsible for complex financial, statistical and project control analysis in assigned area. Senior Financial Analyst: Participates in the more difficult work of staff responsible for complex financial, statistical, and program management analysis in assigned division area. Participates in the preparation, administration, and monitoring of District-wide budgets; compiles and analyzes budget data; monitors funding agreements and maintains budget schedules to assure conformance with funding agencies; ensures maintenance of expenditure records which conform to funding agency and District reporting requirements. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances, ensures that cost control methods are implemented and applied to program objectives; analyzes funding and cost data for management inquiries regarding work plans, consultants, and contract authority. Monitors and administers construction or funding agreement contracts in accordance with District and mandated guidelines; compiles actual costs by project; performs financial, statistical and comparative analysis of actual and budget costs. Identifies funding sources for proposed projects; projects cash flow requirements; maintains budgetary records for proposed projects. Provides support to project managers in setting budgets, schedules and estimates; tracks progress on projects versus original budgets and schedules; works closely with project staff and consultants to ensure project compliance. Develops and recommends improvements to computerized financial management system. Coordinates project activities with other departments, divisions and external agencies; works closely with other divisions to apply for and monitor the use of fund grants from city, county, state, and federal sources; monitors work in progress and authorizes contract payments. Conducts financial and management studies to evaluate system performance and operating efficiencies; presents studies to communicate findings and recommendations to senior management and the Board of Directors. May train assigned employees in their areas of work including budgeting and financial analysis methods, procedures and techniques. Prepares quarterly, semi-annual, and special analytical and statistical reports on operations and activities for management, regulatory and outside agencies. Reviews invoices; determines budget conformity; reports discrepancies and billing adjustments. Prepares the Annual Budget and the 5-Year forecast for each capital project and program assigned; involves budgeting for staffing requirements and coordinating with various departments who support the projects; includes budgeting for non-labor expenses for the budget year and for the out years. Participates in special projects as assigned. Minimum Qualifications Principal Financial Analyst: Education : A Bachelor’s degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Senior Financial Analyst: Education : A bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional budgetary, financial, or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Principal Financial Analyst: Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of supervision, training and performance evaluation. Principles of financial and operational analysis. Financial, statistical and comparative analysis techniques and formulas. Principles and practices of project budget development, administration and control. Advanced principles and practices of accounting. Principles and practices of financial project management and scheduling. Methods and techniques for assessing performance against established objectives. Current office procedures, methods and equipment including computers. Applicable computer software applications. Related Federal, State and local laws, codes and regulations. Skill in : Selecting, supervising, training and evaluating staff. Performing complex financial, statistical, comparative and management analyses. Establishing and implementing procedures for budget and project control. Identifying funding sources for proposed and current projects. Performing accurate complex financial calculations. Developing, organizing and maintaining accurate financial records. Interpreting complex computerized records and reports. Interpreting complex contract provisions and change orders. Interpreting and explaining District policies and procedures. Preparing clear and concise financial and administrative reports. Operating office equipment including computers and supporting word processing and spreadsheet applications. Communicating Senior Financial Analyst: Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of lead supervision and training. Principles of financial and operational analysis. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project management. Principles and practices of engineering and construction management. Advanced principles, practices, and procedures of accounting. Financial, statistical and comparative analysis principles, techniques and formulas. Principles and practices of project budget development, administration and control. Principles and practices of procurement. Methods and techniques for assessing performance against established objectives. Principles and practices of project scheduling. Principles and practices of financial record keeping and reporting. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and statistical analyses. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of assigned staff. Monitoring and reporting budget variances. Analyzing problems, identifying alternative solutions and implementing recommendations. Identifying funding sources for proposed and current projects. Creating timely purchase requisitions and disbursements of purchase orders. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing technical documents, proposals, contracts, and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: 7/31/2024 11:59 PM Pacific
Jul 14, 2024
Full Time
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band E (Senior Financial Analyst) Annual Salary Range $ 112,048.72 (Minimum) - $ 145,662.97 (Maximum) The negotiable salary offer will be between $112,048.72 - $135.312.13 /annually commensurate with experience and education. AFSCME Pay Band G (Principal Financial Analyst) Annual Salary Range $ 127,505.43 (Minimum) - $ 165,757.06 (Maximum) The negotiable salary offer will be between $127,505.43 - $151,482.76 /annually commensurate with experience and education. Reports To Manager of Capital Financial Planning Current Assignment The San Francisco Bay Area Rapid Transit District (BART) is recruiting to fill two vacant Principal or Senior Capital Planning Analyst (Financial Analyst) positions (distinction will be made based on skills and work experience of the applicants). The selected incumbent applicants will be responsible for developing the District’s more than $25 billion Capital Investment Plan, including internal coordination to collect and validate capital needs and fund source data, model development to optimize data analysis and forecasting, data representation and drafting of related narratives and presentations; preparing and managing multimillion- and multibillion-dollar capital project funding plans; preparing capital plan reports; performing ad-hoc analyses to support District capital funding strategy; and managing relationships with internal and external partners. Other assignments may include supporting District-wide initiatives and other related projects. Key responsibilities for these positions include identifying and resolving complex financial funding and analytical issues, which require strong execution and analytical critical thinking abilities such as: - Working independently and defining workload, deliverables and schedule. - Balancing multiple and sometimes conflicting priorities and stakeholders. - Using critical thinking and analytical capabilities to build data models, perform data analysis, and draw insights to support District decision-making. -Taking initiative, including developing and supporting process improvements. - Identifying and understanding issues, problems and opportunities; and devising appropriate solutions. - Building and maintaining relationships with internal BART departments and with external agencies. - Interpreting and implementing funding agreements with other agencies; and preparing concise and clear communications, including reports. In 2022, BART celebrated 50 years of operating a heavy-rail transit system serving the San Francisco Bay Area. The transit backbone of the region, BART carries half of the region’s miles traveled on transit along more than 130 miles of track and through 50 stations across five counties. BART connects to 18 other transit operators, including the Capital Corridor, and represents almost 90% of all transit transfers. BART’s capital program focuses on sustaining the reliability, safety and resilience of the system’s existing assets, while also investing in improvements to enhance the customer experience and stimulate ridership, such as those that support transit-oriented development. The Senior or Principal Capital Planning Analyst in the Capital Financial Planning division serves an important role in helping the Board and senior executives to understand the scope and scale of BART’s current and forecast capital program, to facilitate data-driven prioritization of planned capital investments and to support the development of a coherent capital program funding strategy. In the current financial landscape, BART is faced with many financial challenges and pressures, including projected operating revenue deficits and construction material and labor cost escalation. If you love solving problems, enjoy strategic and critical thinking, and are adept at stakeholder engagement - it’s a particularly exciting time to work for BART! BART offers remote work opportunities, competitive compensation including great benefits, and a dynamic work environment. Selection Process Initial screening of applications will begin in May 2024. This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. Examples of Duties Principal Financial Analyst Establishes schedules and methods for providing financial analysis services; identifies resource needs; reviews needs with appropriate management staff; allocates resources accordingly. Participates in the development of policies and procedures; monitors work activities to ensure compliance with established policies and procedures; makes recommendations for changes and improvements to existing standards and procedures. Recommends and assists in the implementation of goals and objectives; implements approved policies and procedures. Conducts complex financial and management studies to evaluate District system performance and operating efficiency; prepares and presents study findings and recommendations; implements recommendations and provides assistance to District departments in assessing performance against stated objectives. Performs the most technical and complex tasks of the work unit including specialized analyses and studies related to the District's budgeting, financial control and management analysis functions. Provides financial oversight on assigned projects; identifies funding sources; projects cash flow requirements; maintains budgetary records for proposed projects; compiles actual project costs; performs financial, statistical and comparative analysis of actual and budgeted costs. Participates in the preparation and administration of District-wide budgets; compiles and analyzes budget data; coordinates activities within other divisions and departments. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances; ensures that cost control methods are implemented and applied to program objectives. Develops and recommends improvements to computerized financial management system. Participates in the selection of assigned staff; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline procedures. Prepares analytical and statistical reports on operations and activities. Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of financial analysis and program management. May plan, prioritize, assign, supervise, review and participate in the work of staff responsible for complex financial, statistical and project control analysis in assigned area. Senior Financial Analyst: Participates in the more difficult work of staff responsible for complex financial, statistical, and program management analysis in assigned division area. Participates in the preparation, administration, and monitoring of District-wide budgets; compiles and analyzes budget data; monitors funding agreements and maintains budget schedules to assure conformance with funding agencies; ensures maintenance of expenditure records which conform to funding agency and District reporting requirements. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances, ensures that cost control methods are implemented and applied to program objectives; analyzes funding and cost data for management inquiries regarding work plans, consultants, and contract authority. Monitors and administers construction or funding agreement contracts in accordance with District and mandated guidelines; compiles actual costs by project; performs financial, statistical and comparative analysis of actual and budget costs. Identifies funding sources for proposed projects; projects cash flow requirements; maintains budgetary records for proposed projects. Provides support to project managers in setting budgets, schedules and estimates; tracks progress on projects versus original budgets and schedules; works closely with project staff and consultants to ensure project compliance. Develops and recommends improvements to computerized financial management system. Coordinates project activities with other departments, divisions and external agencies; works closely with other divisions to apply for and monitor the use of fund grants from city, county, state, and federal sources; monitors work in progress and authorizes contract payments. Conducts financial and management studies to evaluate system performance and operating efficiencies; presents studies to communicate findings and recommendations to senior management and the Board of Directors. May train assigned employees in their areas of work including budgeting and financial analysis methods, procedures and techniques. Prepares quarterly, semi-annual, and special analytical and statistical reports on operations and activities for management, regulatory and outside agencies. Reviews invoices; determines budget conformity; reports discrepancies and billing adjustments. Prepares the Annual Budget and the 5-Year forecast for each capital project and program assigned; involves budgeting for staffing requirements and coordinating with various departments who support the projects; includes budgeting for non-labor expenses for the budget year and for the out years. Participates in special projects as assigned. Minimum Qualifications Principal Financial Analyst: Education : A Bachelor’s degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Senior Financial Analyst: Education : A bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional budgetary, financial, or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Principal Financial Analyst: Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of supervision, training and performance evaluation. Principles of financial and operational analysis. Financial, statistical and comparative analysis techniques and formulas. Principles and practices of project budget development, administration and control. Advanced principles and practices of accounting. Principles and practices of financial project management and scheduling. Methods and techniques for assessing performance against established objectives. Current office procedures, methods and equipment including computers. Applicable computer software applications. Related Federal, State and local laws, codes and regulations. Skill in : Selecting, supervising, training and evaluating staff. Performing complex financial, statistical, comparative and management analyses. Establishing and implementing procedures for budget and project control. Identifying funding sources for proposed and current projects. Performing accurate complex financial calculations. Developing, organizing and maintaining accurate financial records. Interpreting complex computerized records and reports. Interpreting complex contract provisions and change orders. Interpreting and explaining District policies and procedures. Preparing clear and concise financial and administrative reports. Operating office equipment including computers and supporting word processing and spreadsheet applications. Communicating Senior Financial Analyst: Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of lead supervision and training. Principles of financial and operational analysis. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project management. Principles and practices of engineering and construction management. Advanced principles, practices, and procedures of accounting. Financial, statistical and comparative analysis principles, techniques and formulas. Principles and practices of project budget development, administration and control. Principles and practices of procurement. Methods and techniques for assessing performance against established objectives. Principles and practices of project scheduling. Principles and practices of financial record keeping and reporting. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and statistical analyses. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of assigned staff. Monitoring and reporting budget variances. Analyzing problems, identifying alternative solutions and implementing recommendations. Identifying funding sources for proposed and current projects. Creating timely purchase requisitions and disbursements of purchase orders. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing technical documents, proposals, contracts, and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: 7/31/2024 11:59 PM Pacific
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary 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
Jul 14, 2024
Full Time
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band G Annual Salary Range $ 127,505.43 (Minimum) - $ 165,757.06 (Maximum) The negotiable salary offer will be between $127,505.43 - $151,482.76/annually commensurate with experience and education. Reports To Manager Budget and Administration DEFINITION Under general supervision, performs the most technical and complex tasks relative to assigned area of responsibility; may supervise, assign, review and participate in the work of staff responsible for providing professional level support on budget development and administration, financial analysis and project control work; ensures work quality and adherence to established policies and procedures; and performs related duties as assigned. CLASS CHARACTERISTICS This is the highest level within the Financial Analyst series. Positions at this master level perform the most complex duties assigned to the series or may be responsible for participating in supervising, assigning and reviewing the work of subordinate staff. Incumbents oversee the work of outside consultants or assisting higher-level managerial staff in planning and evaluating the quantity and quality of work performed by subordinate staff. Master level classes such as this are an extension of the advanced journey level class and often represent the highest non-supervisory tier or a specialized advanced journey level. Master level classes typically consist of non-supervisory principal positions. Positions in this class are flexibly staffed and can be filled by advancement from the advanced journey level, or when filled from the outside, by incumbents with prior full journey level experience. Current Assignment First review of applications will be on March 15, 2024 Capitol Corridor is an intercity passenger rail service connecting Auburn/Sacramento to Silicon Valley, including San Francisco, Oakland, and Berkeley. Fully funded by the State of California, Capitol Corridor receives administrative support from BART through a managing agency agreement and is a department within BART. The Principal Financial Analyst will be an integral member of CCJPA’s Finance Team performing the most complex duties assigned to the Financial Analyst series related to operating and capital budget development, administration, and reporting, financial analysis, and project control work; grant and funding administration and compliance; procurement and contract and compliance; ensuring work quality and adherence to policies and procedures; and performing related duties as assigned. The Principal Financial Analyst will provide consultation and training to CCJPA managers and staff on financial and procurement policies and procedures and may provide direction and oversight to subordinate staff. The Principal Financial Analyst may serve as the delegate for the Manager of Budget & Administration as needed. The ideal candidate will demonstrate strong knowledge and experience in the following areas beyond the minimum qualifications: Experience performing complex financial, statistical, comparative and management analyses, and performing accurate complex financial calculations. Intermediate to advanced experience with data analytics, data visualization, and/or business intelligence tools. Ability to successfully analyze and verify data for accuracy and resolving budget discrepancies and issues; Experience with Oracle Business Intelligence preferred. Intermediate to advanced computer, financial database, and Excel skills with the aptitude to learn new systems quickly. Experience with grant development, administration, and compliance. Experience providing financial support for projects and/or programs with complex funding sources and compliance requirements. Experience preparing clear and accurate financial, budget, and grant reports and charts for internal and external stakeholders. Experience creating financial models, forecasts, or cost-benefit analysis. Focus on continuous improvement and providing high-quality customer service and support to internal and/or external customers. Effective verbal and written communication skills; Exceptional organizational skills and demonstrated ability to plan and organize work for self and others to ensure that work is completed efficiently and in a timely manner. Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Examples of Duties Establishes schedules and methods for providing financial analysis services; identifies resource needs; reviews needs with appropriate management staff; allocates resources accordingly. Participates in the development of policies and procedures; monitors work activities to ensure compliance with established policies and procedures; makes recommendations for changes and improvements to existing standards and procedures. Recommends and assists in the implementation of goals and objectives; implements approved policies and procedures. Conducts complex financial and management studies to evaluate District system performance and operating efficiency; prepares and presents study findings and recommendations; implements recommendations and provides assistance to District departments in assessing performance against stated objectives. Performs the most technical and complex tasks of the work unit including specialized analyses and studies related to the District's budgeting, financial control and management analysis functions. Provides financial oversight on assigned projects; identifies funding sources; projects cash flow requirements; maintains budgetary records for proposed projects; compiles actual project costs; performs financial, statistical and comparative analysis of actual and budgeted costs. Participates in the preparation and administration of District-wide budgets; compiles and analyzes budget data; coordinates activities within other divisions and departments. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances; ensures that cost control methods are implemented and applied to program objectives. Develops and recommends improvements to computerized financial management system. Participates in the selection of assigned staff; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline procedures. Prepares analytical and statistical reports on operations and activities. Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of financial analysis and program management. May plan, prioritize, assign, supervise, review and participate in the work of staff responsible for complex financial, statistical and project control analysis in assigned area. Minimum Qualifications Education : A Bachelor’s degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of supervision, training and performance evaluation. Principles of financial and operational analysis. Financial, statistical and comparative analysis techniques and formulas. Principles and practices of project budget development, administration and control. Advanced principles and practices of accounting. Principles and practices of financial project management and scheduling. Methods and techniques for assessing performance against established objectives. Current office procedures, methods and equipment including computers. Applicable computer software applications. Related Federal, State and local laws, codes and regulations. Skill in : Selecting, supervising, training and evaluating staff. Performing complex financial, statistical, comparative and management analyses. Establishing and implementing procedures for budget and project control. Identifying funding sources for proposed and current projects. Performing accurate complex financial calculations. Developing, organizing and maintaining accurate financial records. Interpreting complex computerized records and reports. Interpreting complex contract provisions and change orders. Interpreting and explaining District policies and procedures. Preparing clear and concise financial and administrative reports. Operating office equipment including computers and supporting word processing and spreadsheet applications. Communicating Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: Continuous
Cal State University (CSU) Fullerton
800 N State College Blvd, Fullerton, CA 92831, USA
Job Title Budget and Financial Analyst Classification Administrative Analyst Specialist Exempt II AutoReqId 541013 Department Dean’s Office, College of Communications Sub-Division College of Communications Salary Range Classification Range $5,273 - $9,537. per month (Hiring range depending on qualifications, not anticipated to exceed $5,273 - $6,339 per month) Appointment Type Ongoing Time Base Full Time Work Schedule Monday - Friday, 8:00 AM - 5:00 PM About CSUF Standing on 241 acres in the heart of Southern California, the University was founded in 1957 and has grown into a population of over 40,000 students. As Titans, we believe that diverse perspectives deepen our understanding. We are committed to giving students the support they need to graduate, while responding to California’s revolving work force needs. At Cal State Fullerton we strive for continual improvement of students, staff, faculty, and administrators through orientations, training programs, and professional development opportunities. As part of the Titan Community, you have access to many campus facilities and services including but not limited to the Grand Central Art Center in Santa Ana, the Arboretum and Botanical Garden at Cal State Fullerton, cultural events and performances in the Clayes Performing Arts Center, Cal State Fullerton Athletics sports events, Titan Recreation Center, and the Employee Wellness Program. Job Summary It is an exciting time to join Cal State Fullerton as we are an in demand comprehensive University that is driven to shape the future of education and foster a vibrant community of diverse students, faculty, staff, and administrators who uphold values of inclusive excellence, free speech, and an environment free from discrimination. We are continuously seeking individuals from various career disciplines that share the University’s mission and core values. We warmly welcome you to consider joining the Titan Community where minds expand and opportunities flourish. About the Position: The College of Communication is committed to advancing a democratic society by preparing students to perform in a variety of communication professions. We seek an exceptional individual to join our team as the Budget and Financial Analyst (Administrative Analyst/Specialist Exempt II). The ideal candidate in this role should have a positive attitude and an active, energetic mind that is characterized by highly ethical practices and a commitment to diversity, openness, flexibility, integrity, and kindness. The Budget and Financial Analyst for the College Communications expedites all fiduciary work for the College, under the general direction of the Dean and Associate Dean. The analyst also works closely with staff in the Provost’s Office Academic Resources and Administration and Finance. The Budget and Financial Analyst assists the Dean and Associate Dean with development, use and oversight of the annual budget and spending. Ensures financial activities and transactions of all units within College of Communications (CCOM) are accomplished in compliance with California State University (CSU), Philanthropic, Auxiliary, University, and externally mandated policies and procedures. These units include but are not limited to the Dean's Office, college-based centers and institutes, Titan Communications, Departments of Communications (COMM), Human Communication Studies (HCOM), Cinema and Television Arts (CTVA), and Communication Sciences and Disorders (COMD), in addition to various signature programs within these units that receive funding from a variety of internal and external sources. Independently researches, analyzes, evaluates, and expedites all budget and procurement matters and facilitates timely processing of all required paperwork. Reviews results against targets and budgets. Reviews and evaluates trends in institutional research and analytical studies data in CCOM in conjunction with financial projections and analysis to provide budget projections. Assists and provides advice to college administrators and Department Chairs in decision-making and strategic planning. Provides regular and accurate reports to the Dean, Associate Dean, departments, and other units. Assists Dean and Associate Dean with Full Time Equivalent Students (FTES), target, and enrollment management as it impacts the budget. Participates in campus budget meetings and college staff meetings as needed to provide direction and training for all fiscal matters. Ensures timely dissemination and collection of funds due to and from all sources to the college and its operational units. Reinforces use of proper coding for data integrity. Maintains operational expense and budget records, including, but not limited to, stateside general funds, Instructionally Related Activities (IRA) program funds, Auxiliary Services Corporation (ASC) Foundation grants, Cal State Fullerton Philanthropic Foundation Scholarships, Endowment and trust accounts. Assists in development and implementation of procedures and adherence to policies to enhance department operations in reference to financial resources. Tracks faculty release and buyout time for grant activity and intercampus administrative activities to develop part-time faculty cost projection models. Coordinates and oversees duties between different department personnel to ensure completion of fiscal and project related activities. Conducts final review and assists with troubleshooting of travel request and expense claims forms, in conjunction with other staff. Supports the Dean’s Office staff by serving as back-up to the college human resources (HR) Analyst. Reviews contracts as needed; reviews and communicates entitlement details as needed. Supports the Dean’s Office staff by serving as back-up for variety of administrative tasks and technical duties in support of the Dean and Associate Dean to ensure smooth functioning of the Dean’s Office. Supports other staff as necessary. Other duties as assigned. Essential Qualifications Bachelor’s degree from an accredited four-year college or university and/or the equivalent training and administrative work experience involving the study, analysis, evaluation, development or improvement of administrative policies, procedures, practices or programs plus four years of related experience. Working knowledge of and the ability to apply standard theories, principles, practices, and techniques applicable to the program and/or administrative specialty to develop conclusions and make recommendations. Thorough knowledge of the policies, procedures, and outside regulations pertaining to the applicable program and/or administrative specialty. Working knowledge of operational and fiscal analysis and techniques. Ability to take initiative and plan, organize, coordinate, and perform work in various situations where numerous and diverse demands are involved. Skilled in the research, development, and evaluation of policies and programs. Ability to collect, evaluate, and interpret data to develop sound conclusions and make appropriate recommendations. Expertise in investigating and analyzing problems with broad administrative impact and implications. Ability to anticipate problems, address them proactively, and develop appropriate recommendations leading to solutions. Demonstrated ability to effectively interpret, organize, and present information and ideas in written or presentation form and use consultative and facilitation skills to gain consensus. Ability to train others on new skills and procedures and provide lead work direction. Proficiency in Microsoft Excel, Word, PowerPoint, Access, and Outlook. Ability to communicate clearly and effectively both orally and in writing. Ability to establish and maintain effective and cooperative working relationships with others. A background check (including a criminal records check) must be completed satisfactorily and is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to complete the background check satisfactorily may affect the continued employment of a current CSU employee who was conditionally offered the position. Preferred Qualifications Master's Degree in accounting or related field. Five years of experience in the areas of budget management, accounting, and financial academic operations. Demonstrated organizational and analytical abilities to effectively, independently, and proactively identify, plan, direct, and resolve a multitude of complex financial and operational issues. Independently research, analyze financial data, problem solve, and make decisions. Ability to train, guide, and support other staff in understanding and carrying out duties related to fiscal matters. Ability to promote a pleasant work environment. License/Certifications A Valid California Driver’s License. Special Working Conditions Notice of Non-Discrimination on the Basis of Gender or Sex and Contact Information for Title IX Coordinator Additional Information California State University, Fullerton celebrates all forms of diversity and is deeply committed to fostering an inclusive environment where students, staff, administrators, and faculty thrive. Individuals interested in advancing the University’s strategic diversity goals are strongly encouraged to apply. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose. As of January 1, 2022, the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. The person holding this position is considered a general mandated reporter under the California Child Abuse and Neglect Reporting Act and must comply with the requirement outlined in CSU Executive Order 1083, revised July 21, 2017. Multiple positions may be hired from this recruitment based on the strength of the applicant pool. If you are applying for a staff position, please note that you are not eligible to work concurrently in a staff position and an Academic Student position such as a Graduate Assistant, Teaching Associate, Instructional Student Assistant, or Student Assistant position. Regular attendance is considered an essential job function; the inability to meet attendance requirements may preclude the employee from retaining employment. Employee/applicant who applies for a position may be required to successfully complete job-related performance test(s) as part of the selection process. Online application/resume must be received by electronic submission on the final filing date by 9:00 PM (Pacific Standard Time)/midnight (Eastern Standard Time). Applicants who fail to complete all sections of the online application form will be disqualified from consideration. California State University, Fullerton is not a sponsoring agency for staff or management positions (i.e., H1-B Visas). Hiring Preference On-Campus CSUEU Employees Advertised: Jul 18 2024 Pacific Daylight Time Applications close: Aug 01 2024 Pacific Daylight Time Closing Date/Time:
Jul 19, 2024
Job Title Budget and Financial Analyst Classification Administrative Analyst Specialist Exempt II AutoReqId 541013 Department Dean’s Office, College of Communications Sub-Division College of Communications Salary Range Classification Range $5,273 - $9,537. per month (Hiring range depending on qualifications, not anticipated to exceed $5,273 - $6,339 per month) Appointment Type Ongoing Time Base Full Time Work Schedule Monday - Friday, 8:00 AM - 5:00 PM About CSUF Standing on 241 acres in the heart of Southern California, the University was founded in 1957 and has grown into a population of over 40,000 students. As Titans, we believe that diverse perspectives deepen our understanding. We are committed to giving students the support they need to graduate, while responding to California’s revolving work force needs. At Cal State Fullerton we strive for continual improvement of students, staff, faculty, and administrators through orientations, training programs, and professional development opportunities. As part of the Titan Community, you have access to many campus facilities and services including but not limited to the Grand Central Art Center in Santa Ana, the Arboretum and Botanical Garden at Cal State Fullerton, cultural events and performances in the Clayes Performing Arts Center, Cal State Fullerton Athletics sports events, Titan Recreation Center, and the Employee Wellness Program. Job Summary It is an exciting time to join Cal State Fullerton as we are an in demand comprehensive University that is driven to shape the future of education and foster a vibrant community of diverse students, faculty, staff, and administrators who uphold values of inclusive excellence, free speech, and an environment free from discrimination. We are continuously seeking individuals from various career disciplines that share the University’s mission and core values. We warmly welcome you to consider joining the Titan Community where minds expand and opportunities flourish. About the Position: The College of Communication is committed to advancing a democratic society by preparing students to perform in a variety of communication professions. We seek an exceptional individual to join our team as the Budget and Financial Analyst (Administrative Analyst/Specialist Exempt II). The ideal candidate in this role should have a positive attitude and an active, energetic mind that is characterized by highly ethical practices and a commitment to diversity, openness, flexibility, integrity, and kindness. The Budget and Financial Analyst for the College Communications expedites all fiduciary work for the College, under the general direction of the Dean and Associate Dean. The analyst also works closely with staff in the Provost’s Office Academic Resources and Administration and Finance. The Budget and Financial Analyst assists the Dean and Associate Dean with development, use and oversight of the annual budget and spending. Ensures financial activities and transactions of all units within College of Communications (CCOM) are accomplished in compliance with California State University (CSU), Philanthropic, Auxiliary, University, and externally mandated policies and procedures. These units include but are not limited to the Dean's Office, college-based centers and institutes, Titan Communications, Departments of Communications (COMM), Human Communication Studies (HCOM), Cinema and Television Arts (CTVA), and Communication Sciences and Disorders (COMD), in addition to various signature programs within these units that receive funding from a variety of internal and external sources. Independently researches, analyzes, evaluates, and expedites all budget and procurement matters and facilitates timely processing of all required paperwork. Reviews results against targets and budgets. Reviews and evaluates trends in institutional research and analytical studies data in CCOM in conjunction with financial projections and analysis to provide budget projections. Assists and provides advice to college administrators and Department Chairs in decision-making and strategic planning. Provides regular and accurate reports to the Dean, Associate Dean, departments, and other units. Assists Dean and Associate Dean with Full Time Equivalent Students (FTES), target, and enrollment management as it impacts the budget. Participates in campus budget meetings and college staff meetings as needed to provide direction and training for all fiscal matters. Ensures timely dissemination and collection of funds due to and from all sources to the college and its operational units. Reinforces use of proper coding for data integrity. Maintains operational expense and budget records, including, but not limited to, stateside general funds, Instructionally Related Activities (IRA) program funds, Auxiliary Services Corporation (ASC) Foundation grants, Cal State Fullerton Philanthropic Foundation Scholarships, Endowment and trust accounts. Assists in development and implementation of procedures and adherence to policies to enhance department operations in reference to financial resources. Tracks faculty release and buyout time for grant activity and intercampus administrative activities to develop part-time faculty cost projection models. Coordinates and oversees duties between different department personnel to ensure completion of fiscal and project related activities. Conducts final review and assists with troubleshooting of travel request and expense claims forms, in conjunction with other staff. Supports the Dean’s Office staff by serving as back-up to the college human resources (HR) Analyst. Reviews contracts as needed; reviews and communicates entitlement details as needed. Supports the Dean’s Office staff by serving as back-up for variety of administrative tasks and technical duties in support of the Dean and Associate Dean to ensure smooth functioning of the Dean’s Office. Supports other staff as necessary. Other duties as assigned. Essential Qualifications Bachelor’s degree from an accredited four-year college or university and/or the equivalent training and administrative work experience involving the study, analysis, evaluation, development or improvement of administrative policies, procedures, practices or programs plus four years of related experience. Working knowledge of and the ability to apply standard theories, principles, practices, and techniques applicable to the program and/or administrative specialty to develop conclusions and make recommendations. Thorough knowledge of the policies, procedures, and outside regulations pertaining to the applicable program and/or administrative specialty. Working knowledge of operational and fiscal analysis and techniques. Ability to take initiative and plan, organize, coordinate, and perform work in various situations where numerous and diverse demands are involved. Skilled in the research, development, and evaluation of policies and programs. Ability to collect, evaluate, and interpret data to develop sound conclusions and make appropriate recommendations. Expertise in investigating and analyzing problems with broad administrative impact and implications. Ability to anticipate problems, address them proactively, and develop appropriate recommendations leading to solutions. Demonstrated ability to effectively interpret, organize, and present information and ideas in written or presentation form and use consultative and facilitation skills to gain consensus. Ability to train others on new skills and procedures and provide lead work direction. Proficiency in Microsoft Excel, Word, PowerPoint, Access, and Outlook. Ability to communicate clearly and effectively both orally and in writing. Ability to establish and maintain effective and cooperative working relationships with others. A background check (including a criminal records check) must be completed satisfactorily and is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to complete the background check satisfactorily may affect the continued employment of a current CSU employee who was conditionally offered the position. Preferred Qualifications Master's Degree in accounting or related field. Five years of experience in the areas of budget management, accounting, and financial academic operations. Demonstrated organizational and analytical abilities to effectively, independently, and proactively identify, plan, direct, and resolve a multitude of complex financial and operational issues. Independently research, analyze financial data, problem solve, and make decisions. Ability to train, guide, and support other staff in understanding and carrying out duties related to fiscal matters. Ability to promote a pleasant work environment. License/Certifications A Valid California Driver’s License. Special Working Conditions Notice of Non-Discrimination on the Basis of Gender or Sex and Contact Information for Title IX Coordinator Additional Information California State University, Fullerton celebrates all forms of diversity and is deeply committed to fostering an inclusive environment where students, staff, administrators, and faculty thrive. Individuals interested in advancing the University’s strategic diversity goals are strongly encouraged to apply. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose. As of January 1, 2022, the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. The person holding this position is considered a general mandated reporter under the California Child Abuse and Neglect Reporting Act and must comply with the requirement outlined in CSU Executive Order 1083, revised July 21, 2017. Multiple positions may be hired from this recruitment based on the strength of the applicant pool. If you are applying for a staff position, please note that you are not eligible to work concurrently in a staff position and an Academic Student position such as a Graduate Assistant, Teaching Associate, Instructional Student Assistant, or Student Assistant position. Regular attendance is considered an essential job function; the inability to meet attendance requirements may preclude the employee from retaining employment. Employee/applicant who applies for a position may be required to successfully complete job-related performance test(s) as part of the selection process. Online application/resume must be received by electronic submission on the final filing date by 9:00 PM (Pacific Standard Time)/midnight (Eastern Standard Time). Applicants who fail to complete all sections of the online application form will be disqualified from consideration. California State University, Fullerton is not a sponsoring agency for staff or management positions (i.e., H1-B Visas). Hiring Preference On-Campus CSUEU Employees Advertised: Jul 18 2024 Pacific Daylight Time Applications close: Aug 01 2024 Pacific Daylight Time Closing Date/Time:
City of Murrieta, CA
Murrieta, California, United States
Description and Essential Functions Connected by Amazing Employees The City of Murrieta is accepting applications for the position of Financial Analyst to fill one (1) current vacancy in our Finance Department . The eligibility list established may be used to fill upcoming vacancies within this classification for up to one (1) year. THE POSITION The ideal candidate will have prior municipal government experience conducting complex and varied financial analysis, including developing a multiyear budget with meaningful cost and revenue projections serving as the platform for long-term financial strategic planning. DEFINITION 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. SUPERVISION RECEIVED AND EXERCISED Receives direction from the Finance Manager. Exercises no direct supervision over staff. 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. ESSENTIAL FUNCTIONS 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; develops revenue estimates and financial projections; documents assumptions; conducts sensitivity studies; develops and prepares recommendations Prepares and/or assists in the preparation of, a diverse range of financial reports, including grant reporting, 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 budgeting guidelines to departmental managers; 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 Coordinates and/or initiates budget adjustments of departmental budgets and revenue estimates, as well as maintenance/updates of the budget financial system and related informational reports 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 Performs financial analysis and statistical computations for various financial models and cost allocation plans; prepares periodic and ad-hoc financial reports as assigned; researches and answers financial and budget inquiries submitted by staff, City management, citizens, other governmental agencies, and the City Council Prepares journal entries and reconciliations for complex accounting transactions such as debt issuance and refunding, capital assets acquisition, and related transactions; works with contractors, bond counsel, and fiscal intermediaries on various required year-end schedules, reports, and bond financing 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 City-wide financial audits; may lead and/or conduct 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 Observes and complies with City and mandated safety rules, regulations, and protocols Performs other duties as assigned Minimum Qualifications EDUCATION AND EXPERIENCE A typical way to obtain the required qualifications would be: Equivalent to a bachelor's degree from an accredited college or university with major coursework in accounting, finance, or a related field, and Three (3) years of responsible experience in governmental accounting, finance, or a related field LICENSES AND CERTIFICATIONS Possession of, or ability to obtain and maintain, a valid California Driver's License or other means that would allow for the ability to commute to meetings, conduct site visits, and attend other special events throughout the county may be required at the time of hire Knowledge, Skills and Abilities / Physical Demands and Environmental Conditions KNOWLEDGE OF Principles and practices of municipal financial management including, but not limited to, budget development and administration, debt management, treasury management, investments, auditing, and general accounting Project and/or program management, analytical processes, and report preparation techniques Principles and practices of public agency budget development and administration Methods and techniques for administering sound financial management policies and procedures Organization and management practices as applied to the development, analysis, and evaluation of programs, policies, and operational needs of the assigned area of responsibility Research and financial reporting methods, techniques, and procedures Office of Management and Budget Circular (OMBC) Concepts and techniques of costing as it relates to budgeting, labor relations, and long-range financial planning Principles and techniques for working with groups and fostering effective team interaction to ensure teamwork is conducted smoothly Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to the assigned area of responsibility Operational characteristics of financial management technology systems Complex record-keeping principles and procedures City and mandated safety rules, regulations, and protocols Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed ABILITY TO Perform professional duties in support of the City's financial management programs Assist in developing and implementing goals, objectives, practices, policies, procedures, and work standards Coordinate and oversee budgeting, and financial reporting activities Plan and conduct effective financial and operational studies Conduct research on a wide variety of topics including contract feasibility, budget and staffing proposals, and operational alternatives Analyze, interpret, summarize, and present administrative and technical information and data in an effective manner Prepare clear and concise reports, correspondence, policies, procedures, and other written materials Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to the work performed Effectively represent the department and the City in meetings with governmental agencies; community groups; various business, professional, and regulatory organizations; and in meetings with individuals Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax. Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL CONDITIONS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. Supplemental Information APPLICATION PROCEDURE A City application form and resume must be submitted online. Applicants can apply online at www.MurrietaCA.gov . SELECTION PROCESS Candidates must clearly demonstrate through their application materials that they meet the employment standards outlined above. All properly completed applications will be reviewed, and the most appropriately qualified individuals will be invited to continue in the selection process. Examinations for the position may consist of any combination of appraisal interviews, performance tests, and writing exercises to evaluate the applicant's skill, training, and experience for the position. Successful applicants will be placed on an eligibility list. The City may also merge lists. The selected candidate(s) must successfully complete pre-employment clearances, which include a pre-hire physical and Live Scan background investigation. EQUAL EMPLOYMENT OPPORTUNITY The City of Murrieta is committed to providing equal employment opportunities to all employees and applicants for employment. All employment practices such as recruitment, selection, and promotions are administered in a manner designed to ensure that employees and applicants for employment are not subjected to discrimination on the basis of race, color, religion, sex, sexual orientation, national origin, age (over 40), marital or veteran status, genetic information, gender identity, gender expression, medical condition, disability, or any other basis that is inconsistent with federal, state or local laws. THE COMMUNITY Located just north of San Diego County, the City of Murrieta is home to approximately 120,000 people. Central to all of Southern California, residents of Murrieta live in one of the safest cities in the U.S. With top-ranked schools, 53 parks, and 1,300 acres of parks, trails, and open space, it is consistently ranked the top place to live in SW Riverside County. With a dynamic business environment, one of the lowest unemployment rates in the state, and a high median income. Murrieta offers its residents an exceptional quality of life in an engaged and connected community. THE CITY OF MURRIETA ORGANIZATIONAL VALUES Integrity We are ethical, honest, and fair in all we do. Public Service We deliver responsive and caring service to our community, customers, colleagues, and region. Professionalism We exemplify professionalism through our knowledge, accountability, initiative, and dedication. Teamwork We thrive in a positive work environment noted for collaboration, support, diversity, and balance . Leadership We demonstrate leadership, guide stewardship of resources, and cultivate a vision for the future . MANAGEMENT & CONFIDENTIAL The following is a summary of the provided benefits to full-time employees in the represented unit. For further information, please refer to the unit's Salary Resolution or Agreement . RETIREMENT : The City participates inthe California Public Employees' Retirement System (CalPERS). Tier 1 (Classic Members hired prior to 12/30/2012) Formula: 2.7% at 55 Member Contribution: 8.0% of compensation Final Compensation: Highest twelve (12) consecutive month period Tier 2 (Classic Members hired on or after 12/30/2012) Formula: 2.0% at 60 Member Contribution: 7.0% of compensation Final Compensation: Highest thirty-six (36) consecutive month period Tier 3 (New Members) Formula: 2.0% at 62 Member Contribution: 50% of normal cost (currently 8.0% of compensation) Final Compensation: Highest thirty-six (36) consecutive month period MEDICAL INSURANCE : The City contributes up to $1,747.83 per month toward medical insurance for employees and their eligible dependents. RETIREE MEDICAL INSURANCE : Please refer to the M&C Compensation Plan for details. DENTAL INSURANCE : The City pays for 100% of the premium for the employee and their eligible dependents. VISION INSURANCE : The City pays for 100% of the premium for the employee and their eligible dependents. LIFE INSURANCE : The City pays for 100% of the premium for a life insurance policy equal to one time an employee's base salary. Additional life insurance is available. SHORT-TERM DISABILITY INSURANCE: The City pays 100% of the premium for the employee. LONG-TERM DISABILITY INSURANCE : The City pays 100% of the premium for the employee. DEFERRED COMPENSATION : Employees are eligible to participate in a deferred compensation plan through Nationwide Retirement Solutions. The City contributes a matching amount to the employee's account on a dollar-for-dollar basis, not to exceed the following amounts. $3,400 per year for Department Heads toward 401aplan. $3,000 per year for Managers towards the 457 plan. $2,000 per year for Confidentialtowards the 457 plan. ANNUAL LEAVE AND HOLIDAYS : 192 hours of annual leave and 117hours of holiday leave. ADMIN LEAVE ACCRUAL : Department Heads and Management staff. Department Heads - 120 hrs per year. Management - 80 hrs per year. AUTO ALLOWANCE : $300 per month DepartmentHeads only(Exception Fire & Police Chief) FLEX SCHEDULE : Administrative staff currently works a 9/80 alternative work schedule. Other schedule options (5/8, 4/10) may be available based on the City's operational needs. SPANISH LANGUAGE PAY : 2.5% of base pay for eligible members of the association who are fluent in Spanish. Eligibility is based on business necessity. Note: The provisions of this summary do not constitute an expressed or implied contract. Any provision contained in this summary may be modified or revoked without notice. The types and levels of employee benefits provided, including City contributions toward benefit costs, are subject to change as a result of periodic revisions to the M&C Compensation Plan and the City of Murrieta. 01 The information provided in your application must support your selected answers in the supplemental questions. The information you provide will be verified and documentation may be required. Please be as honest and accurate as possible. You may be asked to demonstrate your knowledge and skills in a work sample or during an interview. By completing this supplemental questionnaire, you are attesting that the information you have provided is accurate. Any misstatements, omissions, or falsification of information may eliminate you from consideration or result in dismissal. "See resume" is not an acceptable answer to the questions. Yes, I understand and agree No, I do not agree 02 Please select your highest level of education. High School Diploma or Equivalent Some college Associate's Degree Bachelor's Degree Master's Degree Doctorate Degree I do not have a high school diploma or equivalent. 03 If you selected Bachelor's Degree or Higher in the previous question, please enter what field your degree is in. 04 Please indicate your experience in governmental budgetary, finance, and revenue analysis and projections activities, preferably in municipal government. No experience. Less than one year. More than one, but less than two years. More than two, but less than three years. More than three, but less than four years. More than four, but less than five years. More than five years. 05 For each position held, please briefly describe your professional experience in: Accounting (general, cost, accounts payable, accounts receivable) Budget development and administration Forecast development Treasury Be sure to describe the sophistication and complexity of your described experience. In your response include your job title(s), name of employer(s), dates of employment and hours worked per week. If you do not have any applicable experience, please indicate N/A. 06 Which types of government agencies have you worked for? (Check all that apply) City Government County Government State Government Federal Government Tribal Government Special District Public Education None of the above 07 Which of the following areas do you have experience with? (Check all that apply) Budgets Special district financing/accounting Contract administration Capital project planning RFPs and bid process management Contract procurement Preparing staff reports for governing bodies Coding and tracking invoices Website updates (content, events, etc.) 08 If you made a selection in the previous question, please describe your experience. If you did not make a selection, please indicate N/A. 09 Do you possess experience with conducting financial, administrative, and/or management analyses and preparing reports from the outcomes of your analyses? Yes No 10 If you answered "Yes" to the previous question, please describe your experience. If you answered "No" to the previous question, please indicate N/A. Required Question Closing Date/Time: 8/14/2024 11:59 PM Pacific
Jul 19, 2024
Full Time
Description and Essential Functions Connected by Amazing Employees The City of Murrieta is accepting applications for the position of Financial Analyst to fill one (1) current vacancy in our Finance Department . The eligibility list established may be used to fill upcoming vacancies within this classification for up to one (1) year. THE POSITION The ideal candidate will have prior municipal government experience conducting complex and varied financial analysis, including developing a multiyear budget with meaningful cost and revenue projections serving as the platform for long-term financial strategic planning. DEFINITION 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. SUPERVISION RECEIVED AND EXERCISED Receives direction from the Finance Manager. Exercises no direct supervision over staff. 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. ESSENTIAL FUNCTIONS 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; develops revenue estimates and financial projections; documents assumptions; conducts sensitivity studies; develops and prepares recommendations Prepares and/or assists in the preparation of, a diverse range of financial reports, including grant reporting, 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 budgeting guidelines to departmental managers; 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 Coordinates and/or initiates budget adjustments of departmental budgets and revenue estimates, as well as maintenance/updates of the budget financial system and related informational reports 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 Performs financial analysis and statistical computations for various financial models and cost allocation plans; prepares periodic and ad-hoc financial reports as assigned; researches and answers financial and budget inquiries submitted by staff, City management, citizens, other governmental agencies, and the City Council Prepares journal entries and reconciliations for complex accounting transactions such as debt issuance and refunding, capital assets acquisition, and related transactions; works with contractors, bond counsel, and fiscal intermediaries on various required year-end schedules, reports, and bond financing 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 City-wide financial audits; may lead and/or conduct 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 Observes and complies with City and mandated safety rules, regulations, and protocols Performs other duties as assigned Minimum Qualifications EDUCATION AND EXPERIENCE A typical way to obtain the required qualifications would be: Equivalent to a bachelor's degree from an accredited college or university with major coursework in accounting, finance, or a related field, and Three (3) years of responsible experience in governmental accounting, finance, or a related field LICENSES AND CERTIFICATIONS Possession of, or ability to obtain and maintain, a valid California Driver's License or other means that would allow for the ability to commute to meetings, conduct site visits, and attend other special events throughout the county may be required at the time of hire Knowledge, Skills and Abilities / Physical Demands and Environmental Conditions KNOWLEDGE OF Principles and practices of municipal financial management including, but not limited to, budget development and administration, debt management, treasury management, investments, auditing, and general accounting Project and/or program management, analytical processes, and report preparation techniques Principles and practices of public agency budget development and administration Methods and techniques for administering sound financial management policies and procedures Organization and management practices as applied to the development, analysis, and evaluation of programs, policies, and operational needs of the assigned area of responsibility Research and financial reporting methods, techniques, and procedures Office of Management and Budget Circular (OMBC) Concepts and techniques of costing as it relates to budgeting, labor relations, and long-range financial planning Principles and techniques for working with groups and fostering effective team interaction to ensure teamwork is conducted smoothly Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to the assigned area of responsibility Operational characteristics of financial management technology systems Complex record-keeping principles and procedures City and mandated safety rules, regulations, and protocols Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed ABILITY TO Perform professional duties in support of the City's financial management programs Assist in developing and implementing goals, objectives, practices, policies, procedures, and work standards Coordinate and oversee budgeting, and financial reporting activities Plan and conduct effective financial and operational studies Conduct research on a wide variety of topics including contract feasibility, budget and staffing proposals, and operational alternatives Analyze, interpret, summarize, and present administrative and technical information and data in an effective manner Prepare clear and concise reports, correspondence, policies, procedures, and other written materials Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to the work performed Effectively represent the department and the City in meetings with governmental agencies; community groups; various business, professional, and regulatory organizations; and in meetings with individuals Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax. Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL CONDITIONS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. Supplemental Information APPLICATION PROCEDURE A City application form and resume must be submitted online. Applicants can apply online at www.MurrietaCA.gov . SELECTION PROCESS Candidates must clearly demonstrate through their application materials that they meet the employment standards outlined above. All properly completed applications will be reviewed, and the most appropriately qualified individuals will be invited to continue in the selection process. Examinations for the position may consist of any combination of appraisal interviews, performance tests, and writing exercises to evaluate the applicant's skill, training, and experience for the position. Successful applicants will be placed on an eligibility list. The City may also merge lists. The selected candidate(s) must successfully complete pre-employment clearances, which include a pre-hire physical and Live Scan background investigation. EQUAL EMPLOYMENT OPPORTUNITY The City of Murrieta is committed to providing equal employment opportunities to all employees and applicants for employment. All employment practices such as recruitment, selection, and promotions are administered in a manner designed to ensure that employees and applicants for employment are not subjected to discrimination on the basis of race, color, religion, sex, sexual orientation, national origin, age (over 40), marital or veteran status, genetic information, gender identity, gender expression, medical condition, disability, or any other basis that is inconsistent with federal, state or local laws. THE COMMUNITY Located just north of San Diego County, the City of Murrieta is home to approximately 120,000 people. Central to all of Southern California, residents of Murrieta live in one of the safest cities in the U.S. With top-ranked schools, 53 parks, and 1,300 acres of parks, trails, and open space, it is consistently ranked the top place to live in SW Riverside County. With a dynamic business environment, one of the lowest unemployment rates in the state, and a high median income. Murrieta offers its residents an exceptional quality of life in an engaged and connected community. THE CITY OF MURRIETA ORGANIZATIONAL VALUES Integrity We are ethical, honest, and fair in all we do. Public Service We deliver responsive and caring service to our community, customers, colleagues, and region. Professionalism We exemplify professionalism through our knowledge, accountability, initiative, and dedication. Teamwork We thrive in a positive work environment noted for collaboration, support, diversity, and balance . Leadership We demonstrate leadership, guide stewardship of resources, and cultivate a vision for the future . MANAGEMENT & CONFIDENTIAL The following is a summary of the provided benefits to full-time employees in the represented unit. For further information, please refer to the unit's Salary Resolution or Agreement . RETIREMENT : The City participates inthe California Public Employees' Retirement System (CalPERS). Tier 1 (Classic Members hired prior to 12/30/2012) Formula: 2.7% at 55 Member Contribution: 8.0% of compensation Final Compensation: Highest twelve (12) consecutive month period Tier 2 (Classic Members hired on or after 12/30/2012) Formula: 2.0% at 60 Member Contribution: 7.0% of compensation Final Compensation: Highest thirty-six (36) consecutive month period Tier 3 (New Members) Formula: 2.0% at 62 Member Contribution: 50% of normal cost (currently 8.0% of compensation) Final Compensation: Highest thirty-six (36) consecutive month period MEDICAL INSURANCE : The City contributes up to $1,747.83 per month toward medical insurance for employees and their eligible dependents. RETIREE MEDICAL INSURANCE : Please refer to the M&C Compensation Plan for details. DENTAL INSURANCE : The City pays for 100% of the premium for the employee and their eligible dependents. VISION INSURANCE : The City pays for 100% of the premium for the employee and their eligible dependents. LIFE INSURANCE : The City pays for 100% of the premium for a life insurance policy equal to one time an employee's base salary. Additional life insurance is available. SHORT-TERM DISABILITY INSURANCE: The City pays 100% of the premium for the employee. LONG-TERM DISABILITY INSURANCE : The City pays 100% of the premium for the employee. DEFERRED COMPENSATION : Employees are eligible to participate in a deferred compensation plan through Nationwide Retirement Solutions. The City contributes a matching amount to the employee's account on a dollar-for-dollar basis, not to exceed the following amounts. $3,400 per year for Department Heads toward 401aplan. $3,000 per year for Managers towards the 457 plan. $2,000 per year for Confidentialtowards the 457 plan. ANNUAL LEAVE AND HOLIDAYS : 192 hours of annual leave and 117hours of holiday leave. ADMIN LEAVE ACCRUAL : Department Heads and Management staff. Department Heads - 120 hrs per year. Management - 80 hrs per year. AUTO ALLOWANCE : $300 per month DepartmentHeads only(Exception Fire & Police Chief) FLEX SCHEDULE : Administrative staff currently works a 9/80 alternative work schedule. Other schedule options (5/8, 4/10) may be available based on the City's operational needs. SPANISH LANGUAGE PAY : 2.5% of base pay for eligible members of the association who are fluent in Spanish. Eligibility is based on business necessity. Note: The provisions of this summary do not constitute an expressed or implied contract. Any provision contained in this summary may be modified or revoked without notice. The types and levels of employee benefits provided, including City contributions toward benefit costs, are subject to change as a result of periodic revisions to the M&C Compensation Plan and the City of Murrieta. 01 The information provided in your application must support your selected answers in the supplemental questions. The information you provide will be verified and documentation may be required. Please be as honest and accurate as possible. You may be asked to demonstrate your knowledge and skills in a work sample or during an interview. By completing this supplemental questionnaire, you are attesting that the information you have provided is accurate. Any misstatements, omissions, or falsification of information may eliminate you from consideration or result in dismissal. "See resume" is not an acceptable answer to the questions. Yes, I understand and agree No, I do not agree 02 Please select your highest level of education. High School Diploma or Equivalent Some college Associate's Degree Bachelor's Degree Master's Degree Doctorate Degree I do not have a high school diploma or equivalent. 03 If you selected Bachelor's Degree or Higher in the previous question, please enter what field your degree is in. 04 Please indicate your experience in governmental budgetary, finance, and revenue analysis and projections activities, preferably in municipal government. No experience. Less than one year. More than one, but less than two years. More than two, but less than three years. More than three, but less than four years. More than four, but less than five years. More than five years. 05 For each position held, please briefly describe your professional experience in: Accounting (general, cost, accounts payable, accounts receivable) Budget development and administration Forecast development Treasury Be sure to describe the sophistication and complexity of your described experience. In your response include your job title(s), name of employer(s), dates of employment and hours worked per week. If you do not have any applicable experience, please indicate N/A. 06 Which types of government agencies have you worked for? (Check all that apply) City Government County Government State Government Federal Government Tribal Government Special District Public Education None of the above 07 Which of the following areas do you have experience with? (Check all that apply) Budgets Special district financing/accounting Contract administration Capital project planning RFPs and bid process management Contract procurement Preparing staff reports for governing bodies Coding and tracking invoices Website updates (content, events, etc.) 08 If you made a selection in the previous question, please describe your experience. If you did not make a selection, please indicate N/A. 09 Do you possess experience with conducting financial, administrative, and/or management analyses and preparing reports from the outcomes of your analyses? Yes No 10 If you answered "Yes" to the previous question, please describe your experience. If you answered "No" to the previous question, please indicate N/A. Required Question Closing Date/Time: 8/14/2024 11:59 PM Pacific
STATE BAR OF CALIFORNIA
Los Angeles, CA, United States
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA Non-Exempt / Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate The State Bar of California seeks a full-time Financial Analyst to join its access to justice and diversity and inclusion team. This position is part of the team responsible for the fiscal compliance and oversight of the distributed grant funds. Responsibilities include analyzing grantee budgets, budget revisions and other requests, conducting grantee monitoring visits, supporting IOLTA bank compliance, supporting the year-end financial audit processes, project management of timesheet administration, and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The successful candidate will be an excellent communicator with attention to detail and precise analytical skills. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Prior grant administration experience is preferred. Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and year-to-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. License, Certificate, Registration Requirements: None required. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.
Jul 14, 2024
Full Time
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA Non-Exempt / Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate The State Bar of California seeks a full-time Financial Analyst to join its access to justice and diversity and inclusion team. This position is part of the team responsible for the fiscal compliance and oversight of the distributed grant funds. Responsibilities include analyzing grantee budgets, budget revisions and other requests, conducting grantee monitoring visits, supporting IOLTA bank compliance, supporting the year-end financial audit processes, project management of timesheet administration, and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The successful candidate will be an excellent communicator with attention to detail and precise analytical skills. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Prior grant administration experience is preferred. Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and year-to-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. License, Certificate, Registration Requirements: None required. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.
STATE BAR OF CALIFORNIA
San Francisco, CA, United States
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA Non-Exempt / Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate The State Bar of California seeks a full-time Financial Analyst to join its access to justice and diversity and inclusion team. This position is part of the team responsible for the fiscal compliance and oversight of the distributed grant funds. Responsibilities include analyzing grantee budgets, budget revisions and other requests, conducting grantee monitoring visits, supporting IOLTA bank compliance, supporting the year-end financial audit processes, project management of timesheet administration, and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The successful candidate will be an excellent communicator with attention to detail and precise analytical skills. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Prior grant administration experience is preferred. Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and year-to-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. License, Certificate, Registration Requirements: None required. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.
Jul 14, 2024
Full Time
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA Non-Exempt / Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate The State Bar of California seeks a full-time Financial Analyst to join its access to justice and diversity and inclusion team. This position is part of the team responsible for the fiscal compliance and oversight of the distributed grant funds. Responsibilities include analyzing grantee budgets, budget revisions and other requests, conducting grantee monitoring visits, supporting IOLTA bank compliance, supporting the year-end financial audit processes, project management of timesheet administration, and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The successful candidate will be an excellent communicator with attention to detail and precise analytical skills. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Prior grant administration experience is preferred. Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and year-to-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. License, Certificate, Registration Requirements: None required. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.
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 Housing Department partners with the community to shape a more equitable Austin and to prevent the displacement of people and services through the use of affordable housing resources. The programs administered by the Housing Department are specifically designed to assist low- to moderate-income residents in Austin, with an emphasis on housing and community development. The Financial Analyst III provides support to meet federal reporting requirements for the Housing Department. The position has direct oversight of the department’s production goals and performance measures to meet local Budget Office requirements as well as federal funding agencies. The position directly supports the Financial Manager II to develop the annual City Budget. The position also provides support of the departments long-term monitoring of affordable units. 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 helps us to better evaluate your qualifications and will be used to determine salary if you are selected for this position. You must provide job titles and employment dates for all jobs you wish to be considered and contact information for previous employers. A résumé is required but will not substitute for a completed employment application. 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. Pay Range $33.05 - $42.14 Hours Monday - Friday; 8:00 a.m. to 5:00 p.m. Some evenings and weekends as needed to meet business needs. Flexible work arrangements, not to exceed 50 percent of the pay period, may be available. Work schedules are implemented to support business and operational needs and are subject to change. Job Close Date 08/13/2024 Type of Posting Reserved for City Employees Department Housing Department Regular/Temporary Regular Grant Funded or Pooled Position Not Applicable Category Professional Location 1000 East 11th Street, Austin Tx. 78702 Preferred Qualifications Preferred Experience: Budget development, to include multiple funding types such as general fund, special revenue funds, capital funds and grant funds. Performance measure development and tracking. Federal grant reporting experience. Asset and contract monitoring experience. Creative writing and budget narrative development. 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 * Are you a current City of Austin employee? Yes No * Please describe your budget development and oversight experience (Open Ended Question) * Describe your experience with reporting, including federal reporting. (Open Ended Question) * Please describe your role in developing, tracking and analyzing performance measures for an entity. If you do not have experience in this area, please list N/A. (Open Ended Question) * 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. * Briefly summarize your experience performing asset and contract monitoring activities. (Open Ended Question) Optional & Required Documents Required Documents Resume Optional Documents Cover Letter
Jul 23, 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 Housing Department partners with the community to shape a more equitable Austin and to prevent the displacement of people and services through the use of affordable housing resources. The programs administered by the Housing Department are specifically designed to assist low- to moderate-income residents in Austin, with an emphasis on housing and community development. The Financial Analyst III provides support to meet federal reporting requirements for the Housing Department. The position has direct oversight of the department’s production goals and performance measures to meet local Budget Office requirements as well as federal funding agencies. The position directly supports the Financial Manager II to develop the annual City Budget. The position also provides support of the departments long-term monitoring of affordable units. 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 helps us to better evaluate your qualifications and will be used to determine salary if you are selected for this position. You must provide job titles and employment dates for all jobs you wish to be considered and contact information for previous employers. A résumé is required but will not substitute for a completed employment application. 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. Pay Range $33.05 - $42.14 Hours Monday - Friday; 8:00 a.m. to 5:00 p.m. Some evenings and weekends as needed to meet business needs. Flexible work arrangements, not to exceed 50 percent of the pay period, may be available. Work schedules are implemented to support business and operational needs and are subject to change. Job Close Date 08/13/2024 Type of Posting Reserved for City Employees Department Housing Department Regular/Temporary Regular Grant Funded or Pooled Position Not Applicable Category Professional Location 1000 East 11th Street, Austin Tx. 78702 Preferred Qualifications Preferred Experience: Budget development, to include multiple funding types such as general fund, special revenue funds, capital funds and grant funds. Performance measure development and tracking. Federal grant reporting experience. Asset and contract monitoring experience. Creative writing and budget narrative development. 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 * Are you a current City of Austin employee? Yes No * Please describe your budget development and oversight experience (Open Ended Question) * Describe your experience with reporting, including federal reporting. (Open Ended Question) * Please describe your role in developing, tracking and analyzing performance measures for an entity. If you do not have experience in this area, please list N/A. (Open Ended Question) * 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. * Briefly summarize your experience performing asset and contract monitoring activities. (Open Ended Question) Optional & Required Documents Required Documents Resume Optional Documents Cover Letter
SAN ANTONIO WATER SYSTEM
San Antonio, Texas, United States
Pay Grade 20 - Salary starts at $68,791.00 annually. Rate of pay depends on qualifications. Job Description JOB SUMMARY The Senior Financial Analyst is responsible for developing and analyzing short and long range revenue forecasts, developing and maintaining the corporate financial model, developing and maintaining the cost allocation model, developing cost of service and rate design studies, performing rate analysis and comparisons, performing acquisition/divestiture financial analysis and completing other financial and statistical analysis as needed. This position also provides recommendations on financial strategy and policy. ESSENTIAL FUNCTIONS Develops and analyzes short and long range revenue forecasts: collects and reviews historical data, models potential independent variables, performs regression and statistical analysis, graphs and summarizes results, presents results to management, and monitors projections and actuals for accuracy. Develops and executes financial plans and budgets for debt, debt service, cash requirements, capital financing, interest rate assumptions, and rate adjustments. Updates and enhances corporate financial model: collects data from various departments and integrates it into model, develops miscellaneous forecasts to complete model, incorporates debt schedules, analyzes revenue requirements and manages bill impacts, and develops scenario analysis to model varying operational and financial conditions. Develops rates, performs rate analysis and comparisons: develops database of rate benchmarks and comparisons with target utilities, maintains knowledge of traditional and cutting-edge rate theory, and maintains operational ratios, such as affordability indices. Writes legal ordinances for rate implementation. Applies rate designs and structures, and budgeting concepts such as cost centers, activity based costing, overhead, allocations, and others Develops financial and statistical models for analysis by applying forecasting techniques such as regression equations, time series models, and statistical error analysis. Develops and maintains the cost allocation model: works closely with financial analysts and cost center owners to determine allocation requirements, recommends allocation methodologies, computes impacts of changes, briefs staff on model, and maintains model throughout planning period. Develops and analyzes new revenue sources. Develops and maintains cost of service and rate design studies and models: determines/allocates functional costs by utility, manages rate database that houses information, allocations, assumptions, rates, and charges, and makes recommendations to management on rate changes. Responsible for the financial analysis associated with any Corporate Development activities of the System including the purchase or divestiture of additional areas of service territory. This includes a determination of the price to be paid/received for these additional areas and the projected overall financial impact to the System. May provide guidance to staff by assigning, checking, and overseeing the work. Performs other duties as assigned. DECISION MAKING The Senior Financial Analyst works under limited supervision. MINIMUM REQUIREMENTS Bachelor's Degree in Business Administration, Statistics, Finance, Economics, Public Administration or related field and six years' experience performing financial, statistical or economic analysis role, such as statistician, financial modeler, forecaster, cost accountant, rate designer, or related work OR Master's Degree in Business Administration, Statistics, Finance, Economics or Public Administration or related field and three years' related experience. Proficient PC skills in financial, word processing, spreadsheet, database, and presentation software. JOB DIMENSIONS Contact with executive management, governmental agencies, consultants, and customers. Communicates effectively, verbally and in writing. PHYSICAL DEMANDS AND WORKING CONDITIONS This position requires visual acuity, speech, and hearing. Subject to sitting for long periods of time to perform job scope. Working conditions are primarily in an office environment. May be required to work hours other than daytime schedule such as nights and weekends. San Antonio Water System values the contributions of all its employees, providing them the best in compensation and benefits. The benefits package is designed to attract and retain a workforce of qualified employees who share a responsibility in providing quality water to 1 million consumers. From an affordable medical and dental plan to life-sustaining retirement and insurance plans, we offer benefits that reward employees for their commitment to a challenging career at SAWS. Employee benefits include the following: Competitive, market-based salaries Performance-based incentives Medical benefits Dental benefits Life insurance Prescription drug program Vision care plan Two retirement plans Deferred compensation plans (457 plan) Disability income Paid leave (vacation, sick, personal) Education assistance program Employee assistance program Flexible, tax-deferred health and dependent care spending accounts Wellness programs On-Site Fitness Facilities Community service opportunities Closing Date/Time: 8/18/2024 11:59 PM Central
Jul 20, 2024
Full Time
Pay Grade 20 - Salary starts at $68,791.00 annually. Rate of pay depends on qualifications. Job Description JOB SUMMARY The Senior Financial Analyst is responsible for developing and analyzing short and long range revenue forecasts, developing and maintaining the corporate financial model, developing and maintaining the cost allocation model, developing cost of service and rate design studies, performing rate analysis and comparisons, performing acquisition/divestiture financial analysis and completing other financial and statistical analysis as needed. This position also provides recommendations on financial strategy and policy. ESSENTIAL FUNCTIONS Develops and analyzes short and long range revenue forecasts: collects and reviews historical data, models potential independent variables, performs regression and statistical analysis, graphs and summarizes results, presents results to management, and monitors projections and actuals for accuracy. Develops and executes financial plans and budgets for debt, debt service, cash requirements, capital financing, interest rate assumptions, and rate adjustments. Updates and enhances corporate financial model: collects data from various departments and integrates it into model, develops miscellaneous forecasts to complete model, incorporates debt schedules, analyzes revenue requirements and manages bill impacts, and develops scenario analysis to model varying operational and financial conditions. Develops rates, performs rate analysis and comparisons: develops database of rate benchmarks and comparisons with target utilities, maintains knowledge of traditional and cutting-edge rate theory, and maintains operational ratios, such as affordability indices. Writes legal ordinances for rate implementation. Applies rate designs and structures, and budgeting concepts such as cost centers, activity based costing, overhead, allocations, and others Develops financial and statistical models for analysis by applying forecasting techniques such as regression equations, time series models, and statistical error analysis. Develops and maintains the cost allocation model: works closely with financial analysts and cost center owners to determine allocation requirements, recommends allocation methodologies, computes impacts of changes, briefs staff on model, and maintains model throughout planning period. Develops and analyzes new revenue sources. Develops and maintains cost of service and rate design studies and models: determines/allocates functional costs by utility, manages rate database that houses information, allocations, assumptions, rates, and charges, and makes recommendations to management on rate changes. Responsible for the financial analysis associated with any Corporate Development activities of the System including the purchase or divestiture of additional areas of service territory. This includes a determination of the price to be paid/received for these additional areas and the projected overall financial impact to the System. May provide guidance to staff by assigning, checking, and overseeing the work. Performs other duties as assigned. DECISION MAKING The Senior Financial Analyst works under limited supervision. MINIMUM REQUIREMENTS Bachelor's Degree in Business Administration, Statistics, Finance, Economics, Public Administration or related field and six years' experience performing financial, statistical or economic analysis role, such as statistician, financial modeler, forecaster, cost accountant, rate designer, or related work OR Master's Degree in Business Administration, Statistics, Finance, Economics or Public Administration or related field and three years' related experience. Proficient PC skills in financial, word processing, spreadsheet, database, and presentation software. JOB DIMENSIONS Contact with executive management, governmental agencies, consultants, and customers. Communicates effectively, verbally and in writing. PHYSICAL DEMANDS AND WORKING CONDITIONS This position requires visual acuity, speech, and hearing. Subject to sitting for long periods of time to perform job scope. Working conditions are primarily in an office environment. May be required to work hours other than daytime schedule such as nights and weekends. San Antonio Water System values the contributions of all its employees, providing them the best in compensation and benefits. The benefits package is designed to attract and retain a workforce of qualified employees who share a responsibility in providing quality water to 1 million consumers. From an affordable medical and dental plan to life-sustaining retirement and insurance plans, we offer benefits that reward employees for their commitment to a challenging career at SAWS. Employee benefits include the following: Competitive, market-based salaries Performance-based incentives Medical benefits Dental benefits Life insurance Prescription drug program Vision care plan Two retirement plans Deferred compensation plans (457 plan) Disability income Paid leave (vacation, sick, personal) Education assistance program Employee assistance program Flexible, tax-deferred health and dependent care spending accounts Wellness programs On-Site Fitness Facilities Community service opportunities Closing Date/Time: 8/18/2024 11:59 PM Central
Texas Tech University Health Sciences Center
Odessa, TX
Financial Analyst I Odessa 38188BR Position Description Performs central accounting and financial analysis functions according to established procedures. Major/Essential Functions Prepare and analyze yearly financial reports for expected revenue and expenses. Monitor report trends and variances, including financial reporting for TIPPS program. Serve as backup for TCP exporting, (Payroll) Estimate and compile Uncompensated Care Reports for end of the year filing. Budget and forecast planning for hospital support. Aid departments in financial planning with their local funds. Required Qualifications Bachelor's degree and 1 year of experience OR combination of education and experience to equal 5 years. To apply, please visit: https://sjobs.brassring.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25898&siteid=5283&PageType=JobDetails&jobid=869230 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, disability, genetic information or status as a protected veteran. The Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act is a federal statute requiring colleges and universities participating in federal financial aid programs to maintain and disclose campus crime statistics and security information. By October 1 of each year, institutions must publish and distribute their Annual Campus Security Policy & Crime Statistics Report (ASR) to current and prospective students and employees. You can locate this report through our website at: https://www.ttuhsc.edu/emergency/clery-report.aspx. Copyright 2024 Jobelephant.com Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-95e7450a7e0fca4db42ec9b60a276d6b
Jul 18, 2024
Full Time
Financial Analyst I Odessa 38188BR Position Description Performs central accounting and financial analysis functions according to established procedures. Major/Essential Functions Prepare and analyze yearly financial reports for expected revenue and expenses. Monitor report trends and variances, including financial reporting for TIPPS program. Serve as backup for TCP exporting, (Payroll) Estimate and compile Uncompensated Care Reports for end of the year filing. Budget and forecast planning for hospital support. Aid departments in financial planning with their local funds. Required Qualifications Bachelor's degree and 1 year of experience OR combination of education and experience to equal 5 years. To apply, please visit: https://sjobs.brassring.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25898&siteid=5283&PageType=JobDetails&jobid=869230 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, disability, genetic information or status as a protected veteran. The Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act is a federal statute requiring colleges and universities participating in federal financial aid programs to maintain and disclose campus crime statistics and security information. By October 1 of each year, institutions must publish and distribute their Annual Campus Security Policy & Crime Statistics Report (ASR) to current and prospective students and employees. You can locate this report through our website at: https://www.ttuhsc.edu/emergency/clery-report.aspx. Copyright 2024 Jobelephant.com Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-95e7450a7e0fca4db42ec9b60a276d6b
Port of Oakland
Oakland, California, United States
Job Description *** All completed applications for this position must be submitted online no later than 5:00 PM (PT), on the closing date of the recruitment. PAPER APPLICATIONS WILL NOT BE ACCEPTED . Please follow all submission instructions to ensure your application is complete. Resumes will not be accepted in lieu of online applications, therefore, it is important for online applications to be completed fully. Late applications will not be accepted beyond the closing time and date for any reason, including any technical issues, such as system, browser, or computer failures, etc. *** The Port is currently recruiting for the position of Port Senior Financial Analyst. Under direction, the Port Senior Financial Analyst provides highly responsible and complex financial analyses; performs complex budgetary, rate setting, systems and operational analyses; supervises, plans and coordinates budgeting and financial planning activities; provides personnel management assistance; makes recommendations on a variety of management functions; supervises assigned staff, coordinates assigned activities with other Port divisions, departments and outside agencies; and performs other related duties as required. Examples of Duties Any one position may not include all the duties listed, nor do the examples cover all the duties which may be performed. Incumbent may perform other related duties at the equivalent level. Plans and directs the work of staff in recording and maintaining control of accounting transactions involving a wide variety of accounts including purchasing activities, payment of claims, payroll processing, allocating job costs to appropriate accounts, revenue activities, cash management, capital funding and other fiscal and accounting records. Prepares complex financial, fiscal and budget forecasts. Prepares and develops instructions, report formats and automated support programs to assist Port departments with monitoring accounts receivable and credit and collection activities. Assigns, monitors and supervises the work of subordinate staff; designs and coordinates the training of unit staff; participates in selection and hiring of staff; conducts performance evaluations; recommends merit step awards or disciplinary action as appropriate. Monitors and analyzes receivables portfolios and payment patterns. Prepares and analyzes flow projections and recommends options to enhance cash flow and minimize loss in credit and collections. Meets with management as needed to secure data related to the development and monitoring of credit and collections strategies, informs management of problem accounts and assists management with identifying options to address delinquencies and overpayments. Performs various studies, as needed, which may involve analyses of financial information, accounting records, statistics and systems; gathers information relating to tenant and customer assets, liabilities and insurance. Develops and maintains close effective working relationships with the Port's maritime, aviation and commercial real estate tenants; maintains contacts and negotiates with Port tenants and customers for purposes of making arrangements to bring their accounts current. Responsible for the development and installation of procedures and policies to achieve stated goals and objectives. Analyzes work flow within the section and implements changes relating to work processes; designs procedures and methods for maintaining accounting and internal controls. Participates in the development and implementation of fiscal and accounting procedures and methods. Performs necessary functions as a contact for coordinating and facilitating the requirements of outside auditors; responds to inquiries of auditors. Reviews, prepares and oversees the preparation of fiscal and accounting reports, documents, and transactions for conformance with established procedures and control; supervises the maintenance of general ledgers and journals. Reviews related financial statements and reports; prepares analyses of the information and provides recommendations to management concerning the financial impact of the data. Provides leadership, training and guidance to Port staff. Performs related duties as assigned. Minimum Qualifications EDUCATION AND EXPERIENCE This classification requires a combination of education and experience reflecting possession of the required knowledge, skills, and abilities. A typical combination would include possession of a bachelor's degree from an accredited college or university in finance, accounting, business administration or a related field AND four years of increasingly responsible professional experience in the financial area, two of which should have been in either financial and budget analysis, credit and collections or accounting. A master’s degree in business or public administration, finance or other related field is highly desirable. KNOWLEDGE, SKILLS, AND ABILITIES To perform the typical tasks and duties of the position successfully, the knowledge, skills and/or abilities listed below are required. Knowledge of: Accounting principles and practices, including automated data processing accounting systems and cataloging principles. City Charter, Board Resolutions and Ordinances, agreements, tariff codes, contractual arrangements, and rules and regulations of outside organizations and government agencies affecting the accounting and financing functions of the Port. Port accounting procedures. Complex research techniques, database development, analytical practices and statistical methods. Organizational structures and financial systems of governmental enterprise agencies. Principles of financial and trend analysis and governmental budgeting. Legal requirements for collection of delinquent accounts, including those in the Uniform Commercial Code. Principles and practices of leadership and effective supervision. Modern office practices, procedures and equipment. Ability to: Conduct and prepare general and detailed analyses pertaining to budget variance, budget projections, budget development, collections, cash flow, delinquent accounts and interest charges. Write accurate and clear correspondence and financial/budget reports. Review and interpret changes in laws and regulations affecting collections and devise recommended policies and procedures related to the changes. Manage, process and query data in a relational database. Handle multiple tasks simultaneously within prescribe time limitations. Use of personal computers, including the development of financial models using word processing, spreadsheet, and database software. Design and install accounting systems and procedures. Supervise and direct subordinate professional and support staff; interpret and enforce administrative/operational polices, practices and procedures; analyze and solve problems of a complex nature. Prepare concise and accurate reports and make recommendations, which may include oral presentations. Develop and implement goals, objectives, policies, and procedures, work standards and internal controls. Exercise sound, independent judgment within general policy guidelines. Establish and maintain effective working relationships with those contacted in the performance of duties and to work as a team. THE SELECTION PROCESS Stage I: Application and Supplemental Questionnaire Evaluation (Pass/Fail) - The first stage in the selection process will consist of an application and supplemental questionnaire appraisal review (pass/fail). Applications submitted without the completed supplemental questionnaire will be deemed incomplete and not given further consideration. Meeting the minimum qualifications does not guarantee advancement to the next stage. Only the most suitably qualified candidates will be invited to Stage II. Stage II: Assessment Examination (Weighted 100%) - The second stage of the selection process may consist of a combination of job-related situational project exercises and an oral panel interview designed to assess technical knowledge and any additional other KSAs. Job-related situational project exercises may consist of written exercises, performance exercises or other situational exercises that would assess the KSAs. The Assessment Examination is designed to test your overall aptitude for the position. Candidates must achieve a scale score of 70 or more on this examination to be placed on the eligible list for employment consideration . The Port of Oakland reserves the right to modify the selection process as necessary to conform to administrative or business necessity. ADVISORIES Immigration and Reform Control Act: In compliance with the Immigration and Reform Act of 1986, the Port of Oakland will only hire individuals who are legally authorized to work in the United States. Social Security card must be presented, and the name on it must match the name on the application. Americans with Disabilities (“ADA”): In compliance with State and Federal Laws, the Port will employ and promote qualified individuals without regard to disability. The Port is committed to making reasonable accommodations in the selection process and in the work environment. Individuals requesting reasonable accommodations during the selection process must notify Nancy Phetdaravanh name at nphetdaravanh@portoakland.com within seven (7) calendar days of the closing date of the job announcement. The Port requires applicants to provide supporting medical documentation to substantiate a request for reasonable accommodation. The Port of Oakland is an Equal Opportunity Employer Additional Requirements Possession of a valid California Class C driver license at the time and for the duration of appointment. Willingness to work overtime in the evenings, weekends, and holidays. The Port of Oakland requires each incumbent to successfully complete a Transportation Security Administration (“TSA”) background check, which will include a fingerprint-based Criminal History Records Check (“CHRC”) and a Security Threat Assessment (“STA”), prior to being considered for this position. This status must be maintained for the duration of employment at the Port. The Port of Oakland'sbenefit program ranks among the best in the region for public jurisdictions and is designed to reward performance and promote a balanced lifestyle, both at the workplace and away from the workplace, for its employees and their families. The Port is committed to the health and well-being of its employees and has been recognized as a FIT-Friendly Employer by the American Heart Association. The Port is part of the California Public Employees Retirement System (CalPERS). CalPERS is a defined pension provided to regular full-time employees that work for the Port. The CalPERS defined pension is based on predetermined formula that factors in an employee's earnings history, tenure of service and age. The retirement formula for new hires is 2% at 62 years of age or 2.5% at 55 for with other CalPERS service and/or reciprocity. The Port offers retiree medical benefits for employees and dependents after 10 years of CalPERS service (including 5 years at the Port). The Port pays 100% of the premium cost for employees and dependent health insurance coverage not to exceed the Kaiser-HMO Family Plan; cash in lieu of medical benefit is also available. The Port pays 100% of the premium cost for dental and vision coverage. The Port pays 100% of the premium cost for Long Term Disability (LTD) coverage and reimburses employees for the State Disability Insurance. The Port pays 100% of the premium cost for life insurance at one-time annual salary with certain limits. The Port offers aDeferred Compensation Plan allowing employees to save and invest money for retirement with tax benefits. Time Away from Work From 2 to 5 weeks of vacation depending on years of employment at the Port. 10 days of management leave for employees exempt from the Fair Labor Standards Act (FLSA). 1 paid Floating Holiday per year. 12 days of sick leave per year after three months of employment which includes 4 days of personal leave. 13paid holidays as well as the second half of the shift on December 24 and December 31. Closing Date/Time: 7/29/2024 5:00 PM Pacific
Jul 06, 2024
Full Time
Job Description *** All completed applications for this position must be submitted online no later than 5:00 PM (PT), on the closing date of the recruitment. PAPER APPLICATIONS WILL NOT BE ACCEPTED . Please follow all submission instructions to ensure your application is complete. Resumes will not be accepted in lieu of online applications, therefore, it is important for online applications to be completed fully. Late applications will not be accepted beyond the closing time and date for any reason, including any technical issues, such as system, browser, or computer failures, etc. *** The Port is currently recruiting for the position of Port Senior Financial Analyst. Under direction, the Port Senior Financial Analyst provides highly responsible and complex financial analyses; performs complex budgetary, rate setting, systems and operational analyses; supervises, plans and coordinates budgeting and financial planning activities; provides personnel management assistance; makes recommendations on a variety of management functions; supervises assigned staff, coordinates assigned activities with other Port divisions, departments and outside agencies; and performs other related duties as required. Examples of Duties Any one position may not include all the duties listed, nor do the examples cover all the duties which may be performed. Incumbent may perform other related duties at the equivalent level. Plans and directs the work of staff in recording and maintaining control of accounting transactions involving a wide variety of accounts including purchasing activities, payment of claims, payroll processing, allocating job costs to appropriate accounts, revenue activities, cash management, capital funding and other fiscal and accounting records. Prepares complex financial, fiscal and budget forecasts. Prepares and develops instructions, report formats and automated support programs to assist Port departments with monitoring accounts receivable and credit and collection activities. Assigns, monitors and supervises the work of subordinate staff; designs and coordinates the training of unit staff; participates in selection and hiring of staff; conducts performance evaluations; recommends merit step awards or disciplinary action as appropriate. Monitors and analyzes receivables portfolios and payment patterns. Prepares and analyzes flow projections and recommends options to enhance cash flow and minimize loss in credit and collections. Meets with management as needed to secure data related to the development and monitoring of credit and collections strategies, informs management of problem accounts and assists management with identifying options to address delinquencies and overpayments. Performs various studies, as needed, which may involve analyses of financial information, accounting records, statistics and systems; gathers information relating to tenant and customer assets, liabilities and insurance. Develops and maintains close effective working relationships with the Port's maritime, aviation and commercial real estate tenants; maintains contacts and negotiates with Port tenants and customers for purposes of making arrangements to bring their accounts current. Responsible for the development and installation of procedures and policies to achieve stated goals and objectives. Analyzes work flow within the section and implements changes relating to work processes; designs procedures and methods for maintaining accounting and internal controls. Participates in the development and implementation of fiscal and accounting procedures and methods. Performs necessary functions as a contact for coordinating and facilitating the requirements of outside auditors; responds to inquiries of auditors. Reviews, prepares and oversees the preparation of fiscal and accounting reports, documents, and transactions for conformance with established procedures and control; supervises the maintenance of general ledgers and journals. Reviews related financial statements and reports; prepares analyses of the information and provides recommendations to management concerning the financial impact of the data. Provides leadership, training and guidance to Port staff. Performs related duties as assigned. Minimum Qualifications EDUCATION AND EXPERIENCE This classification requires a combination of education and experience reflecting possession of the required knowledge, skills, and abilities. A typical combination would include possession of a bachelor's degree from an accredited college or university in finance, accounting, business administration or a related field AND four years of increasingly responsible professional experience in the financial area, two of which should have been in either financial and budget analysis, credit and collections or accounting. A master’s degree in business or public administration, finance or other related field is highly desirable. KNOWLEDGE, SKILLS, AND ABILITIES To perform the typical tasks and duties of the position successfully, the knowledge, skills and/or abilities listed below are required. Knowledge of: Accounting principles and practices, including automated data processing accounting systems and cataloging principles. City Charter, Board Resolutions and Ordinances, agreements, tariff codes, contractual arrangements, and rules and regulations of outside organizations and government agencies affecting the accounting and financing functions of the Port. Port accounting procedures. Complex research techniques, database development, analytical practices and statistical methods. Organizational structures and financial systems of governmental enterprise agencies. Principles of financial and trend analysis and governmental budgeting. Legal requirements for collection of delinquent accounts, including those in the Uniform Commercial Code. Principles and practices of leadership and effective supervision. Modern office practices, procedures and equipment. Ability to: Conduct and prepare general and detailed analyses pertaining to budget variance, budget projections, budget development, collections, cash flow, delinquent accounts and interest charges. Write accurate and clear correspondence and financial/budget reports. Review and interpret changes in laws and regulations affecting collections and devise recommended policies and procedures related to the changes. Manage, process and query data in a relational database. Handle multiple tasks simultaneously within prescribe time limitations. Use of personal computers, including the development of financial models using word processing, spreadsheet, and database software. Design and install accounting systems and procedures. Supervise and direct subordinate professional and support staff; interpret and enforce administrative/operational polices, practices and procedures; analyze and solve problems of a complex nature. Prepare concise and accurate reports and make recommendations, which may include oral presentations. Develop and implement goals, objectives, policies, and procedures, work standards and internal controls. Exercise sound, independent judgment within general policy guidelines. Establish and maintain effective working relationships with those contacted in the performance of duties and to work as a team. THE SELECTION PROCESS Stage I: Application and Supplemental Questionnaire Evaluation (Pass/Fail) - The first stage in the selection process will consist of an application and supplemental questionnaire appraisal review (pass/fail). Applications submitted without the completed supplemental questionnaire will be deemed incomplete and not given further consideration. Meeting the minimum qualifications does not guarantee advancement to the next stage. Only the most suitably qualified candidates will be invited to Stage II. Stage II: Assessment Examination (Weighted 100%) - The second stage of the selection process may consist of a combination of job-related situational project exercises and an oral panel interview designed to assess technical knowledge and any additional other KSAs. Job-related situational project exercises may consist of written exercises, performance exercises or other situational exercises that would assess the KSAs. The Assessment Examination is designed to test your overall aptitude for the position. Candidates must achieve a scale score of 70 or more on this examination to be placed on the eligible list for employment consideration . The Port of Oakland reserves the right to modify the selection process as necessary to conform to administrative or business necessity. ADVISORIES Immigration and Reform Control Act: In compliance with the Immigration and Reform Act of 1986, the Port of Oakland will only hire individuals who are legally authorized to work in the United States. Social Security card must be presented, and the name on it must match the name on the application. Americans with Disabilities (“ADA”): In compliance with State and Federal Laws, the Port will employ and promote qualified individuals without regard to disability. The Port is committed to making reasonable accommodations in the selection process and in the work environment. Individuals requesting reasonable accommodations during the selection process must notify Nancy Phetdaravanh name at nphetdaravanh@portoakland.com within seven (7) calendar days of the closing date of the job announcement. The Port requires applicants to provide supporting medical documentation to substantiate a request for reasonable accommodation. The Port of Oakland is an Equal Opportunity Employer Additional Requirements Possession of a valid California Class C driver license at the time and for the duration of appointment. Willingness to work overtime in the evenings, weekends, and holidays. The Port of Oakland requires each incumbent to successfully complete a Transportation Security Administration (“TSA”) background check, which will include a fingerprint-based Criminal History Records Check (“CHRC”) and a Security Threat Assessment (“STA”), prior to being considered for this position. This status must be maintained for the duration of employment at the Port. The Port of Oakland'sbenefit program ranks among the best in the region for public jurisdictions and is designed to reward performance and promote a balanced lifestyle, both at the workplace and away from the workplace, for its employees and their families. The Port is committed to the health and well-being of its employees and has been recognized as a FIT-Friendly Employer by the American Heart Association. The Port is part of the California Public Employees Retirement System (CalPERS). CalPERS is a defined pension provided to regular full-time employees that work for the Port. The CalPERS defined pension is based on predetermined formula that factors in an employee's earnings history, tenure of service and age. The retirement formula for new hires is 2% at 62 years of age or 2.5% at 55 for with other CalPERS service and/or reciprocity. The Port offers retiree medical benefits for employees and dependents after 10 years of CalPERS service (including 5 years at the Port). The Port pays 100% of the premium cost for employees and dependent health insurance coverage not to exceed the Kaiser-HMO Family Plan; cash in lieu of medical benefit is also available. The Port pays 100% of the premium cost for dental and vision coverage. The Port pays 100% of the premium cost for Long Term Disability (LTD) coverage and reimburses employees for the State Disability Insurance. The Port pays 100% of the premium cost for life insurance at one-time annual salary with certain limits. The Port offers aDeferred Compensation Plan allowing employees to save and invest money for retirement with tax benefits. Time Away from Work From 2 to 5 weeks of vacation depending on years of employment at the Port. 10 days of management leave for employees exempt from the Fair Labor Standards Act (FLSA). 1 paid Floating Holiday per year. 12 days of sick leave per year after three months of employment which includes 4 days of personal leave. 13paid holidays as well as the second half of the shift on December 24 and December 31. Closing Date/Time: 7/29/2024 5:00 PM Pacific
Kitsap County, WA
Port Orchard, Washington, United States
OVERVIEW POSITION OVERVIEW The Grant Analyst is the main lead and point of contact for the Public Works grant administration team and ensures proper coordination of work. Grants could be federal, state or local, and this would include loans from state agencies such as the Dept. of Commerce or Ecology, etc.). The position keeps the appropriate staff informed about upcoming deadlines and deliverables to ensure the smooth completion of work responsibilities. The position observes whether other grant team members are carrying out their duties and distributes the grants administration workload fairly. The position may recruit and train new personnel for positions on the grants administration team. The Grant Analyst will build reporting platforms for division leaders (division managers, construction managers, project engineers, etc.) and keep track of the paperwork and other materials related to grant funded programs. The position will work with division leaders to prepare financial or budget plans and allocations. The position will maintain spreadsheets for all billings, record them, and provide the necessary reports for cost allocation. The position will distribute and track grant proceeds to applicable divisions and monitor how the grants are being used to ensure compliance with the original contract. The position will provide support and information to the county and state auditor regarding the grant process for Public Works. The Grant Analyst conducts pertinent research to find possible grant funding opportunities, then assesses the findings. The position determines if a division is eligible to receive funding by reviewing grant applications and investigates illegitimate and inefficient funding sources. The position oversees and assists with Public Work’s grant requirements and application process. The position makes sure that grants are used in a way that meets Public Work’s financial and operational needs. The Grant Analyst oversees the billing, accounting, reporting, and other administrative tasks to ensure the grant process is carried out successfully. The position will communicate proficiently with grant funding agencies and ensure all reporting requirements and deadlines are met. The position will maintain grant records, assess financial reports, and conduct grant expenditure reviews to analyze progress. The position determines and creates plans and processes to enhance the grants administration procedures. Work is performed with general supervision and limited technical instruction, requiring sound judgment and initiative, with latitude to develop practical methods and processes within established guidelines. The position makes decisions within statutory requirements, established policies, guidelines, and procedures. Work is reviewed by the supervisor for accuracy, statutory conformance, and compliance with performance standards. QUALIFICATIONS FOR PERFORMANCE OF THE ESSENTIAL FUNCTIONS REQUIRED EDUCATION AND EXPERIENCE: Bachelor's Degree in accounting, business administration, public administration, finance, economics or directly related field and Four years of progressively responsible professional experience in grant management, financial administration, and project management; or Any equivalent combination of experience and education that provides the applicant with the desired knowledge, skills and ability required to perform the work. Required Licenses, Certificates, Examinations/Tests and Other Requirements Please note: The incumbent is responsible for obtaining and maintaining all of the following required licenses, certifications and other requirements. Prior to employment, the successful candidate must: Submit copies of valid certifications and/or official transcripts from an accredited college or university or business school, if education is being used to meet the minimum qualifications. Pass all job-related examinations/tests necessary to demonstrate required knowledge, skills and abilities, as determined by the hiring authority at time of job posting. Authorize and complete a criminal background check. Information received is reviewed on a case-by-case basis and will not necessarily remove a candidate from consideration. PHYSICAL REQUIREMENTS AND WORKING ENVIRONMENT (The physical demands described are representative of those that must be met by the employee to successfully perform the essential functions of this job. Kitsap County provides reasonable accommodation to enable individuals with disabilities to perform the essential functions.) The duties in this position are performed in an office setting utilizing standard office equipment. Knowledge, Skills and abilities: Appear for scheduled work and complete assigned tasks within a reasonable period of time. Establish and maintain effective working relationships with others using tact, courtesy and good judgment. Maintain confidentiality and adhere to policy and procedures of the county and department. Communicate effectively orally and in writing. Utilize various computer applications specific to the department including databases, word processing, document imaging, spreadsheets, and web-based systems for entering, retrieving and researching data and records. Physically perform assigned duties and essential functions of the position. Financial analysis skills: To assess a project’s feasibility, a grants analyst needs to be able to analyze financial data. This entails having the ability to read and comprehend financial statements as well as other data or reports that provide financial information. Grants analyst need to have the ability to comprehend and analyze financial data. Project management skills: A Grant Analyst will often have more than one grant to manage concurrently. The position will manage many activities and deadlines at once by using project management skills. This can involve handling finances, keeping track of project milestones, and assessing the progress of the grant. Communication skills: The Grants Analyst will convey grant information clearly and effectively to various stakeholders. Excellent oral and written communication skills are necessary. Organizational skills: The Grant Analyst can have more than one grant for multiple divisions to manage simultaneously. The state of each grant, its deadlines, and the resources required for each, are all details that having great organizing skills may help the position keep track of. Time management skills: The capacity to organize and complete things within a predetermined time range is essential. Being able to manage numerous projects at once is a must for the position. It’s also important for the position to be able to assign tasks to others and follow up regularly to make sure that deadlines are met. ILLUSTRATIVE EXAMPLE OF DUTIES In this role, you will have opportunity to: Manage the grant administration process for Public Works. Ensure compliance with grant requirements. Liaison and be the main point of contact for grant funding agencies. Track grant results. Support Public Works division leaders and staff in researching grant funding opportunities and applying for grants. Manage and track grant applications and awards. Manage cost allocation plan for grant management and oversee the expansion of the financial responsibilities for the new programs and training staff. Ensure financial program compliance with revenue contracts and grants. Interpret and apply complex statistical methodology and instructions for use of grant revenue. Provide support and information regarding the Public Works grants administration to division leaders, county and state auditors, etc. Build reporting to track grants, grant cost allocations, and administrative reimbursement limits. Analyzed variances between actual and budgeted financial reports and leads solution focused budget discussions with the management team. Create processing, provide direction and oversight to staff whose duties supports grants across all divisions, including monitoring budget line items and funding; gathering data and reports, and planning workload to meet deadlines. Responsible for various reporting requirements, including preparing and filing the Roads Title VI report annually. OTHER POSITION RELATED INFORMATION Who May Apply : This position is open to the general Public. Applications will be screened for qualifications and completion of all the required materials and forms. The most competitive applicants may be contacted for further steps in the selection process, which may include testing for office and computer skills. This position is classified as exempt from overtime under the Fair Labor Standards Act (FLSA) This position is non-represented and covered under the Kitsap County Personnel Manual. Internal applicants should be aware that a change in union status or bargaining unit may impact your benefits and accruals. Please contact Human Resources if you have questions. Kitsap County is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please contact our Human Resources Office. This recruitment is being used to fill an existing open position, and may be used to fill future openings for up to six (6) months. Work hours for this position are typically Monday - Friday, 8 a.m. - 4:30 p.m. Flexible hours are available, as approved by management. Only authorized employees and hiring authorities have access to the application materials submitted. Per RCW 42.56.250, all applications for public employment, including the names of applicants, resumes, and other related materials submitted with respect to an applicant are exempt from public inspection. Open until filled. Applications are reviewed weekly. At Kitsap County, we strive to take care of our team! Our employees are the greatest asset of Kitsap County, and we take pride in offering a highly competitive compensation and benefits package to all eligible employees. County Paid Benefits Include: Medical - Kaiser Permanente (HMO) or Aetna (PPO) Dental -Delta Dental or Willamette Vision - VSP Flexible Spending Accounts (FSA) Life Insurance - Basic, Accidental Death and Dismemberment (AD&D), Voluntary Term Life Insurance (VTL) Disability - Short-term disability & Long-term disability Voya Voluntary Insurance Transportation incentives Employee Assistance Program Travel Assistance Program Wellness program https://spf.kitsapgov.com/hr/Pages/Wellness.aspx Benefits become effective on the first calendar day of the month following the month in which the employee is hired except if the employee's hire date is the first calendar day of the month, benefits begin on the day of hire. More information about employee benefits is available on the county's website at: https://spf.kitsapgov.com/hr/Pages/Benefits.aspx or the Kitsap County Digital Benefits Guide . *Voluntary benefit options also available at the employee's expense Retirement: Employees are covered under the PERS retirement plan provided through the Washington State Department of Retirement Systems and Social Security. Deferred Compensation (IRS Plan 457b): tax-deferred savings program Holidays 11 paid holidays and 2 additional floating holiday per year Vacation Leave New employees are credited with 48 hours of annual leave upon hire and will be begin accruing at the rate of 8 hours per month starting on their 7th month of employment. Employees may carry over 360 hours from one calendar year to the next. Annual leave accrual will increase upon tenure, as follows: Upon completion of 3 years: 15 days per year (10.00 hours per month) Upon completion of 5 years: 20 days per year (13.33 hours per month) Upon completion of 10 years: 25 days per year (16.67 hours per month) Sick Leave All new hires will be credited with 48 hours of sick leave upon hire and will begin accruing at the rate of 8 hours per month starting on their 7th month of employment. Employees may carry over 1200 hours from one calendar year to the next. ***Part-time employees benefit contributions and leave accruals will beprorated*** Current County Employees If you are transferring or promoting into this position you are responsible for reviewing these benefit changes; prior to accepting a position. In addition, it is your responsibility to notify the Auditor's Payroll Division of a change in union status. NOTE: This is a general overview of the benefits offered through employment with Kitsap County, and every effort has been made to ensure its accuracy. If any information on this document conflicts or is incorrect with the provisions of the Personnel Manual, applicable laws, policies, rules or official plan documents they will prevail. The Personnel Manual is available at: https://www.kitsapgov.com/hr/Pages/Personnel-Manual-2019.aspx
Jul 14, 2024
Full Time
OVERVIEW POSITION OVERVIEW The Grant Analyst is the main lead and point of contact for the Public Works grant administration team and ensures proper coordination of work. Grants could be federal, state or local, and this would include loans from state agencies such as the Dept. of Commerce or Ecology, etc.). The position keeps the appropriate staff informed about upcoming deadlines and deliverables to ensure the smooth completion of work responsibilities. The position observes whether other grant team members are carrying out their duties and distributes the grants administration workload fairly. The position may recruit and train new personnel for positions on the grants administration team. The Grant Analyst will build reporting platforms for division leaders (division managers, construction managers, project engineers, etc.) and keep track of the paperwork and other materials related to grant funded programs. The position will work with division leaders to prepare financial or budget plans and allocations. The position will maintain spreadsheets for all billings, record them, and provide the necessary reports for cost allocation. The position will distribute and track grant proceeds to applicable divisions and monitor how the grants are being used to ensure compliance with the original contract. The position will provide support and information to the county and state auditor regarding the grant process for Public Works. The Grant Analyst conducts pertinent research to find possible grant funding opportunities, then assesses the findings. The position determines if a division is eligible to receive funding by reviewing grant applications and investigates illegitimate and inefficient funding sources. The position oversees and assists with Public Work’s grant requirements and application process. The position makes sure that grants are used in a way that meets Public Work’s financial and operational needs. The Grant Analyst oversees the billing, accounting, reporting, and other administrative tasks to ensure the grant process is carried out successfully. The position will communicate proficiently with grant funding agencies and ensure all reporting requirements and deadlines are met. The position will maintain grant records, assess financial reports, and conduct grant expenditure reviews to analyze progress. The position determines and creates plans and processes to enhance the grants administration procedures. Work is performed with general supervision and limited technical instruction, requiring sound judgment and initiative, with latitude to develop practical methods and processes within established guidelines. The position makes decisions within statutory requirements, established policies, guidelines, and procedures. Work is reviewed by the supervisor for accuracy, statutory conformance, and compliance with performance standards. QUALIFICATIONS FOR PERFORMANCE OF THE ESSENTIAL FUNCTIONS REQUIRED EDUCATION AND EXPERIENCE: Bachelor's Degree in accounting, business administration, public administration, finance, economics or directly related field and Four years of progressively responsible professional experience in grant management, financial administration, and project management; or Any equivalent combination of experience and education that provides the applicant with the desired knowledge, skills and ability required to perform the work. Required Licenses, Certificates, Examinations/Tests and Other Requirements Please note: The incumbent is responsible for obtaining and maintaining all of the following required licenses, certifications and other requirements. Prior to employment, the successful candidate must: Submit copies of valid certifications and/or official transcripts from an accredited college or university or business school, if education is being used to meet the minimum qualifications. Pass all job-related examinations/tests necessary to demonstrate required knowledge, skills and abilities, as determined by the hiring authority at time of job posting. Authorize and complete a criminal background check. Information received is reviewed on a case-by-case basis and will not necessarily remove a candidate from consideration. PHYSICAL REQUIREMENTS AND WORKING ENVIRONMENT (The physical demands described are representative of those that must be met by the employee to successfully perform the essential functions of this job. Kitsap County provides reasonable accommodation to enable individuals with disabilities to perform the essential functions.) The duties in this position are performed in an office setting utilizing standard office equipment. Knowledge, Skills and abilities: Appear for scheduled work and complete assigned tasks within a reasonable period of time. Establish and maintain effective working relationships with others using tact, courtesy and good judgment. Maintain confidentiality and adhere to policy and procedures of the county and department. Communicate effectively orally and in writing. Utilize various computer applications specific to the department including databases, word processing, document imaging, spreadsheets, and web-based systems for entering, retrieving and researching data and records. Physically perform assigned duties and essential functions of the position. Financial analysis skills: To assess a project’s feasibility, a grants analyst needs to be able to analyze financial data. This entails having the ability to read and comprehend financial statements as well as other data or reports that provide financial information. Grants analyst need to have the ability to comprehend and analyze financial data. Project management skills: A Grant Analyst will often have more than one grant to manage concurrently. The position will manage many activities and deadlines at once by using project management skills. This can involve handling finances, keeping track of project milestones, and assessing the progress of the grant. Communication skills: The Grants Analyst will convey grant information clearly and effectively to various stakeholders. Excellent oral and written communication skills are necessary. Organizational skills: The Grant Analyst can have more than one grant for multiple divisions to manage simultaneously. The state of each grant, its deadlines, and the resources required for each, are all details that having great organizing skills may help the position keep track of. Time management skills: The capacity to organize and complete things within a predetermined time range is essential. Being able to manage numerous projects at once is a must for the position. It’s also important for the position to be able to assign tasks to others and follow up regularly to make sure that deadlines are met. ILLUSTRATIVE EXAMPLE OF DUTIES In this role, you will have opportunity to: Manage the grant administration process for Public Works. Ensure compliance with grant requirements. Liaison and be the main point of contact for grant funding agencies. Track grant results. Support Public Works division leaders and staff in researching grant funding opportunities and applying for grants. Manage and track grant applications and awards. Manage cost allocation plan for grant management and oversee the expansion of the financial responsibilities for the new programs and training staff. Ensure financial program compliance with revenue contracts and grants. Interpret and apply complex statistical methodology and instructions for use of grant revenue. Provide support and information regarding the Public Works grants administration to division leaders, county and state auditors, etc. Build reporting to track grants, grant cost allocations, and administrative reimbursement limits. Analyzed variances between actual and budgeted financial reports and leads solution focused budget discussions with the management team. Create processing, provide direction and oversight to staff whose duties supports grants across all divisions, including monitoring budget line items and funding; gathering data and reports, and planning workload to meet deadlines. Responsible for various reporting requirements, including preparing and filing the Roads Title VI report annually. OTHER POSITION RELATED INFORMATION Who May Apply : This position is open to the general Public. Applications will be screened for qualifications and completion of all the required materials and forms. The most competitive applicants may be contacted for further steps in the selection process, which may include testing for office and computer skills. This position is classified as exempt from overtime under the Fair Labor Standards Act (FLSA) This position is non-represented and covered under the Kitsap County Personnel Manual. Internal applicants should be aware that a change in union status or bargaining unit may impact your benefits and accruals. Please contact Human Resources if you have questions. Kitsap County is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please contact our Human Resources Office. This recruitment is being used to fill an existing open position, and may be used to fill future openings for up to six (6) months. Work hours for this position are typically Monday - Friday, 8 a.m. - 4:30 p.m. Flexible hours are available, as approved by management. Only authorized employees and hiring authorities have access to the application materials submitted. Per RCW 42.56.250, all applications for public employment, including the names of applicants, resumes, and other related materials submitted with respect to an applicant are exempt from public inspection. Open until filled. Applications are reviewed weekly. At Kitsap County, we strive to take care of our team! Our employees are the greatest asset of Kitsap County, and we take pride in offering a highly competitive compensation and benefits package to all eligible employees. County Paid Benefits Include: Medical - Kaiser Permanente (HMO) or Aetna (PPO) Dental -Delta Dental or Willamette Vision - VSP Flexible Spending Accounts (FSA) Life Insurance - Basic, Accidental Death and Dismemberment (AD&D), Voluntary Term Life Insurance (VTL) Disability - Short-term disability & Long-term disability Voya Voluntary Insurance Transportation incentives Employee Assistance Program Travel Assistance Program Wellness program https://spf.kitsapgov.com/hr/Pages/Wellness.aspx Benefits become effective on the first calendar day of the month following the month in which the employee is hired except if the employee's hire date is the first calendar day of the month, benefits begin on the day of hire. More information about employee benefits is available on the county's website at: https://spf.kitsapgov.com/hr/Pages/Benefits.aspx or the Kitsap County Digital Benefits Guide . *Voluntary benefit options also available at the employee's expense Retirement: Employees are covered under the PERS retirement plan provided through the Washington State Department of Retirement Systems and Social Security. Deferred Compensation (IRS Plan 457b): tax-deferred savings program Holidays 11 paid holidays and 2 additional floating holiday per year Vacation Leave New employees are credited with 48 hours of annual leave upon hire and will be begin accruing at the rate of 8 hours per month starting on their 7th month of employment. Employees may carry over 360 hours from one calendar year to the next. Annual leave accrual will increase upon tenure, as follows: Upon completion of 3 years: 15 days per year (10.00 hours per month) Upon completion of 5 years: 20 days per year (13.33 hours per month) Upon completion of 10 years: 25 days per year (16.67 hours per month) Sick Leave All new hires will be credited with 48 hours of sick leave upon hire and will begin accruing at the rate of 8 hours per month starting on their 7th month of employment. Employees may carry over 1200 hours from one calendar year to the next. ***Part-time employees benefit contributions and leave accruals will beprorated*** Current County Employees If you are transferring or promoting into this position you are responsible for reviewing these benefit changes; prior to accepting a position. In addition, it is your responsibility to notify the Auditor's Payroll Division of a change in union status. NOTE: This is a general overview of the benefits offered through employment with Kitsap County, and every effort has been made to ensure its accuracy. If any information on this document conflicts or is incorrect with the provisions of the Personnel Manual, applicable laws, policies, rules or official plan documents they will prevail. The Personnel Manual is available at: https://www.kitsapgov.com/hr/Pages/Personnel-Manual-2019.aspx
HOUSTON AIRPORT SYSTEM
Houston, Texas, United States
POSITION OVERVIEW APPLICATIONS ACCEPTED FROM: ALL PERSONS INTERESTED JOB CLASSIFICATION: ASSISTANT DIRECTOR (EXE LEV) DIVISION: FINANCE REPORTING LOCATION: 16930 JOHN F. KENNEDY BLVD. WORKDAYS & HOURS: MONDAY - FRIDAY 8AM - 5PM* * Subject to change DESCRIPTION OF DUTIES/ ESSENTIAL FUNCTIONS Under the direction of the Chief Financial Officer manages the activities of the Financial Planning & Analysis Business Unit. Develops and implements a set of planning, forecasting, budgeting, and analytical activities that support HAS major company’s major business decisions and overall financial health. Initiates business cases, assembles budgets, and forecasts, and reports as necessary to the Chief Financial Officer. Assists the Chief Financial Officer in the development of financing plans to deliver projects approved in the HAS Capital Improvement Plan. Performs business and financial analysis to support executive decision making and planning. Leads the development and compilation of HAS’s capital and operating budgets. Produces financial reports as necessary to provide an update on the status of HAS’s financial performance against prior years and budgets. Assists with developing and preparing airline rates and charges. Manages and monitors Houston Airport's financial model to ensure Houston Airport's overall financial health is safeguarded. Assists and delivers financial insights associated with key performance indicators of HAS. Delivers ad-hoc financial analysis requested by the Chief Financial Officer. The Assistant Director will be responsible for the following: Meets with Infrastructure and other departments to determine the proper timing to proceed with a new Passenger Facility Charge Applications. Leads the development of the capital and operating budget. Leads the completion and submission of the City of Houston's Monthly Operating Financial Report (MoFR) per City of Houston budget schedules. Develops a full understanding of HAS’s airline use and lease agreements, including all rates and charges, and the associated impact on financial planning and projections. Delivers an Actual vs. Budget Capital Report monthly. Works with financial advisors, bond counsel, and the City of Houston Finance Department to determine when HAS must enter the capital market to continue financing its Capital Improvement Plan. Develops advanced proficiency in the update of HAS’s long-term financial planning model. Provides analytical insight on operational statistics, cost trend analysis, KPI trends, revenue trends, business performance, etc. Communicates abnormal financial performance trends as necessary to assist in managerial decision-making. WORKING CONDITIONS There are no major sources of discomfort, i.e., essentially normal office environment with acceptable lighting, temperature and air conditions. MINIMUM REQUIREMENTS EDUCATION REQUIREMENTS Requires a Bachelor's degree in Business Administration, Public Administration or a closely related field. EXPERIENCE REQUIREMENTS Seven years of administrative experience are required, with at least three of those years in a managerial capacity. A Master's degree may be substituted for two years of experience. LICENSE REQUIREMENTS Valid driver's license and compliance with the City of Houston driving policy (A.P. 2-2). PREFERENCES Preference will be given to applicants with: Finance certifications and/or designations (i.e., Chartered Financial Analyst, Certified Financial Analyst, Certified Government Financial Manager, etc.) Advanced financial modeling skills and experience managing large data sets. Advanced knowledge of Microsoft Excel and other financial reporting tools (e.g., Hyperion, Tableau, Power BI, SAP BPC, etc.). Five (5) years of progressively responsible experience in Financial Planning and Analysis and/or Accounting with demonstrated experience in financial analysis and internal reporting. **Preference shall be given to eligible veteran applicants provided such persons possess the qualifications necessary for competent discharge of the duties involved in the position applied for, such persons are among the most qualified candidates for the position, and all other factors in accordance with Executive Order 1-6.** GENERAL INFORMATION SELECTION / SKILLS TESTS REQUIRED Department may administer skills assessment test. SAFETY IMPACT POSITION Yes If yes, this position is subject to random drug testing and if a promotional position, candidate must pass an assignment drug test. SALARY INFORMATION Factors used in determining the salary offered include the candidate's qualifications as well as the pay rates of other employees in this classification. PAY GRADE 32 APPLICATION PROCEDURES Only online applications will be accepted for this City of Houston job and must be received by the Human Resources Department during active posting period. Applications must be submitted online at: www.houstontx.gov . To view your detailed application status, please log-in to your online profile by visiting: http://agency.governmentjobs.com/houston/default.cfm or call (832/393-0453). If you need special services or accommodations, call (832/393-0453). (TTY 7-1-1) If you need login assistance or technical support call 855-524-5627. Due to the high volume of applications received, the Hiring Department will contact you directly, should you be selected to advance in our recruitment process. All new and rehires must pass a pre-employment drug test and are subject to a physical examination and verification of information provided. EOE Equal Opportunity Employer The City of Houston is committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, genetic information, veteran status, gender identity, or pregnancy. The city offers a competitive benefits program, including competitively priced health coverage and a defined contribution pension plan. Benefits include: • Medical • Dental • Vision • Wellness • Life insurance • Long-term disability • Retirement pension • 457 deferred compensation plan • Employee Assistance Program • 10 days of vacation each year • 11 city holidays, plus one floating holiday • Flexible schedules • Professional development opportunities • Transportation/parking plan • Section 125 pretax deductions • Dependent Care Reimbursement Plan • Healthcare Flexible Spending Account For plan details, visit http://www.houstontx.gov/hr/benefits.html Closing Date/Time: Continuous
Jul 14, 2024
POSITION OVERVIEW APPLICATIONS ACCEPTED FROM: ALL PERSONS INTERESTED JOB CLASSIFICATION: ASSISTANT DIRECTOR (EXE LEV) DIVISION: FINANCE REPORTING LOCATION: 16930 JOHN F. KENNEDY BLVD. WORKDAYS & HOURS: MONDAY - FRIDAY 8AM - 5PM* * Subject to change DESCRIPTION OF DUTIES/ ESSENTIAL FUNCTIONS Under the direction of the Chief Financial Officer manages the activities of the Financial Planning & Analysis Business Unit. Develops and implements a set of planning, forecasting, budgeting, and analytical activities that support HAS major company’s major business decisions and overall financial health. Initiates business cases, assembles budgets, and forecasts, and reports as necessary to the Chief Financial Officer. Assists the Chief Financial Officer in the development of financing plans to deliver projects approved in the HAS Capital Improvement Plan. Performs business and financial analysis to support executive decision making and planning. Leads the development and compilation of HAS’s capital and operating budgets. Produces financial reports as necessary to provide an update on the status of HAS’s financial performance against prior years and budgets. Assists with developing and preparing airline rates and charges. Manages and monitors Houston Airport's financial model to ensure Houston Airport's overall financial health is safeguarded. Assists and delivers financial insights associated with key performance indicators of HAS. Delivers ad-hoc financial analysis requested by the Chief Financial Officer. The Assistant Director will be responsible for the following: Meets with Infrastructure and other departments to determine the proper timing to proceed with a new Passenger Facility Charge Applications. Leads the development of the capital and operating budget. Leads the completion and submission of the City of Houston's Monthly Operating Financial Report (MoFR) per City of Houston budget schedules. Develops a full understanding of HAS’s airline use and lease agreements, including all rates and charges, and the associated impact on financial planning and projections. Delivers an Actual vs. Budget Capital Report monthly. Works with financial advisors, bond counsel, and the City of Houston Finance Department to determine when HAS must enter the capital market to continue financing its Capital Improvement Plan. Develops advanced proficiency in the update of HAS’s long-term financial planning model. Provides analytical insight on operational statistics, cost trend analysis, KPI trends, revenue trends, business performance, etc. Communicates abnormal financial performance trends as necessary to assist in managerial decision-making. WORKING CONDITIONS There are no major sources of discomfort, i.e., essentially normal office environment with acceptable lighting, temperature and air conditions. MINIMUM REQUIREMENTS EDUCATION REQUIREMENTS Requires a Bachelor's degree in Business Administration, Public Administration or a closely related field. EXPERIENCE REQUIREMENTS Seven years of administrative experience are required, with at least three of those years in a managerial capacity. A Master's degree may be substituted for two years of experience. LICENSE REQUIREMENTS Valid driver's license and compliance with the City of Houston driving policy (A.P. 2-2). PREFERENCES Preference will be given to applicants with: Finance certifications and/or designations (i.e., Chartered Financial Analyst, Certified Financial Analyst, Certified Government Financial Manager, etc.) Advanced financial modeling skills and experience managing large data sets. Advanced knowledge of Microsoft Excel and other financial reporting tools (e.g., Hyperion, Tableau, Power BI, SAP BPC, etc.). Five (5) years of progressively responsible experience in Financial Planning and Analysis and/or Accounting with demonstrated experience in financial analysis and internal reporting. **Preference shall be given to eligible veteran applicants provided such persons possess the qualifications necessary for competent discharge of the duties involved in the position applied for, such persons are among the most qualified candidates for the position, and all other factors in accordance with Executive Order 1-6.** GENERAL INFORMATION SELECTION / SKILLS TESTS REQUIRED Department may administer skills assessment test. SAFETY IMPACT POSITION Yes If yes, this position is subject to random drug testing and if a promotional position, candidate must pass an assignment drug test. SALARY INFORMATION Factors used in determining the salary offered include the candidate's qualifications as well as the pay rates of other employees in this classification. PAY GRADE 32 APPLICATION PROCEDURES Only online applications will be accepted for this City of Houston job and must be received by the Human Resources Department during active posting period. Applications must be submitted online at: www.houstontx.gov . To view your detailed application status, please log-in to your online profile by visiting: http://agency.governmentjobs.com/houston/default.cfm or call (832/393-0453). If you need special services or accommodations, call (832/393-0453). (TTY 7-1-1) If you need login assistance or technical support call 855-524-5627. Due to the high volume of applications received, the Hiring Department will contact you directly, should you be selected to advance in our recruitment process. All new and rehires must pass a pre-employment drug test and are subject to a physical examination and verification of information provided. EOE Equal Opportunity Employer The City of Houston is committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, genetic information, veteran status, gender identity, or pregnancy. The city offers a competitive benefits program, including competitively priced health coverage and a defined contribution pension plan. Benefits include: • Medical • Dental • Vision • Wellness • Life insurance • Long-term disability • Retirement pension • 457 deferred compensation plan • Employee Assistance Program • 10 days of vacation each year • 11 city holidays, plus one floating holiday • Flexible schedules • Professional development opportunities • Transportation/parking plan • Section 125 pretax deductions • Dependent Care Reimbursement Plan • Healthcare Flexible Spending Account For plan details, visit http://www.houstontx.gov/hr/benefits.html Closing Date/Time: Continuous
CSU, Sacramento
6000 J Street, Sacramento, CA 95819, USA
Working Titles: Finance Budget Analyst I / Finance Budget Analyst II Classification Titles: Administrative Support Analyst I / Administrative Support Analyst II Posting Details Priority Application Deadline (Posting will remain open until filled): Tuesday, July 9, 2024 @ 11:55pm PST Hiring Preference Eligible on-campus applicants in California State University Employees Union (CSUEU) Bargaining Units 2,5,7, and 9 will be given first consideration in the recruitment. Position Summary - Finance Budget Analyst I Under the direction of the Vice President for Budget Planning and Administration (BPA) and with guidance from lead budget analysts, the incumbent is responsible for processing routine fiscal transactions, reviewing and analyzing less complex division and program budgets and projections, and accessing and running fiscal reports from campus and CSU systems. This includes but is not limited to posting budgets, budget transfers, and Interagency Financial Transactions (IFTs), logging and tracking position requests and salary adjustments, and running reports from the Financial Data Warehouse (FDW). The incumbent is also responsible for working collaboratively with other analysts in the budget office to plan and prepare the annual budget, to prepare and review quarterly revenue and expenditure projections, and to review and analyze year-end reports for submission to the Chancellor’s Office Position Summary - Finance Budget Analyst II With general guidance from the Associate Vice President of Budget Planning & Administration (AVP), the Finance Budget Analyst Il (Administrative Analyst/ Specialist - Exempt Il) independently tracks and processes campus-wide budget and position changes, prepares fiscal projections, and trains campus partners on budget procedures. As a full journey-level analyst, the Finance Budget Analyst Il works collaboratively with other Finance Budget Analysts to support the AVP in planning, coordinating, and implementing the annual campus budget process, and in monitoring, forecasting, and reporting budgeted revenues and expenses. In addition, this position works closely with the Chancellor's Office and campus enterprise units to produce financial plans required for capital projects and reporting requirements. The incumbent collaborates with internal staff and with various campus colleagues to find solutions to issues, trains others on various procedures or campus reporting, and acts as backup to other Finance Budget Analysts as needed. FLSA : Exempt (not eligible for overtime compensation) Anticipated Hiring Range : Administrative Support Analyst I $4,700 per month - $5,000 per month; commensurate with the candidate's education, experience, skills, and training. Administrative Support Analyst II $5,400 per month - $6,000 per month; commensurate with the candidate's education, experience, skills, and training. CSU Classification Salary Range : Administrative Support Analyst I $4,379 per month - $7,922 per month Administrative Support Analyst II $5,273 per month - $9,537 per month Best-in-class Benefits : Click here to learn more CSU Total Compensation : Click here to learn more Salary Grade/Range : 2 or 3 Recruitment Type : Regular (Probationary) Time Base : Full-Time Work Hours : 8 am - 5 pm, Monday - Friday. Partial telework schedule may be available after probationary period, subject to management approval. Department Information Budget Planning & Administration (BPA) supports the campus by estimating and allocating the fiscal resources needed by divisions and programs working to achieve student success and implement imperatives. In collaboration with the President's Budget Advisory Committee, BPA facilities a transparent budget development process that considers and makes funding recommendations for the upcoming fiscal year. More specifically, the BPA team analyzes historical and anticipated expenditures, prepares various expense and funding scenarios, and documents budget decisions. BPA also allocates funds in alignment with the approved budget and as received by the Chancellor’s Office, monitors expenses and fund balances throughout the year, and effectuates fund transfers as needed and requested by divisions. In addition, BPA serves as a resource across the campus to analyze and make recommendations on the fiscal impact of decisions, such as developing pro-formas for capital projects, analyzing changes to Category IV and V fees, reviewing the fiscal health of auxiliaries and self-support organizations, and managing position changes. https://www.csus.edu/administration-business-affairs/budget-planning/ 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. Finance Budget Analyst I Required Qualifications Education/Experience: Bachelor’s degree in Business Administration or related field, with a concentration in Public or Business Administration, Accounting, or Finance, and/or an equivalent training involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, and practices. Experience with automated financial systems, complex spreadsheets, databases, and database query tools. Proficiency in standard office equipment (i.e. copier, scanner, printers) as well as Microsoft Office Suite (i.e. Excel, Outlook, Word, PowerPoint) Experience performing research, collecting data, analyzing, organizing and applying the data. Knowledge/Skills/Abilities: Strong analytical and problem-solving skills. Demonstrated ability to maintain a welcoming and inclusive work environment with diverse colleagues and constituents including faculty, students, staff, and members of the community. Excellent organizational, prioritization, and multi-tasking skills and ability to work under pressure and meet deadlines. Strong verbal and written communication skills. Excellent interpersonal and customer service skills. Ability to coordinate and maintain cooperative working relationships with individuals at all levels within the University and external constituencies. Strong attention to detail. Commitment to maintaining a welcoming and inclusive work environment with diverse colleagues and constituents including faculty, students, staff, and members of the community. Conditions of Employment: Ability to pass a background check. Preferred Qualifications Administrative, accounting, or budgeting experience within the California State University system Experience working with CMS/CFS (Common Management Systems, Financial Systems, HR) or other similar software enterprise systems. Knowledge of position management principles and practices Finance Budget Analyst II Required Qualifications Education/Experience: Bachelor's degree in Business Administration or related field, with a concentration in public or business administration, Accounting, or Finance 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. Progressively responsible experience in budgeting, financials, and/or accounting related fields. Experience with automated financial systems, complex spreadsheets, databases, and/or database query tools. Knowledge/Skills/Abilities: Excellent organizational, prioritization and multi-tasking skills, with the ability to work under pressure and meet deadlines. Strong analytical and problem-solving skills (i.e. complex financial and data analysis, multiple fund sources). Proficiency using standard office software programs (e.g. Microsoft Word, Excel, PowerPoint, Access, and Outlook calendar/email) in a Windows Operating System environment. Strong communication skills. Excellent interpersonal and customer service skills, with the ability to consult, advise and train others (e.g. present and explain budget topics to various constituencies). Ability to monitor and reconcile financial activity, as well as make financial projections and prepare related reports (e.g. budgeting and reconciliation for capital projects, multiple fund sources). Ability to work independently and collaboratively in a diverse environment. Excellent attention to detail and ability to adhere to processes and procedures. Commitment to maintaining a welcoming and inclusive work environment with diverse colleagues and constituents including faculty, students, staff, and members of the community. Conditions of Employment: Ability to pass a background check. Preferred Qualifications Experience in a higher education environment, a California public agency, or the California State University institution. Experience using CMS/CFS (Common Management System - Financials, HR) or other similar software enterprise systems. Experience in Position based budgeting and position management. Experience in financial forecasting and data analytics. Documents Needed to Apply Resume and cover letter. Failure to upload required documentation may result in disqualification. About Sacramento State Sacramento State is located in the heart of California’s capital city, five miles from State Capitol. The lush, 300-acre campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the “Farm-to-Fork Capital,” is one of the most ethnically diverse and livable cities in the country, with a population of half of a million. Sacramento State is a Hispanic and AANAPISI serving institution with about 31,000 students coming not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1,800 faculty and 1,500 staff are committed to meeting our mission: “As California’s capital university, we transform lives by preparing students to lead, serve, and succeed. Sacramento State will be a welcoming, caring, and inclusive leader in education, innovation, and engagement.” As the regional hub of higher education, Sacramento State is dedicated to learning and student success ; teaching, research, scholarship and creative activity ; justice, diversity, equity and inclusion ; resource development and sustainability ; dedicated community engagement , and wellness and safety . As evidenced by the values embedded in our Hornet Honor Code , Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued. Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning. To learn more about why you should join the Hornet Family, please visit the Why Sac State? page. Equal Employment Opportunity California State University, Sacramento is an Affirmative Action/Equal Opportunity Employer and has a strong institutional commitment to the principle of diversity in all areas. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, sex, gender identity/expression, sexual orientation, pregnancy, genetic information, medical condition, marital status, veteran status, or disability. Sacramento State hires only those individuals who are lawfully authorized to accept employment in the United States. It is the policy of California State University, Sacramento to provide reasonable accommodations for qualified persons with disabilities who are employees or applicants for employment. If you need a disability related reasonable accommodation as part of the application and/or interviewing process, visit https://www.csus.edu/administration-business-affairs/human-resources/benefits/reasonable-accomodation.html . The University is committed to creating an education and working environment free from discrimination, sexual harassment, sexual violence, domestic violence, dating violence, and stalking. For more information on mandatory training for new employees, visit https://www.csus.edu/administration-business-affairs/human-resources/learning-development/csu-learn.html . Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Fire Safety Right-To-know Act Notification: Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the current Annual Security Report (ASR) is available for viewing at https://www.csus.edu/clery . The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Sacramento State for the last three (3) calendar years. Paper copies are available upon request at the Police Service Center located in the University Union. Background Check Disclaimer A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with California State University, Sacramento. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University, Sacramento employees who apply for the position. COVID19 Vaccination Policy Effective May 2023, per the CSU COVID-19 Vaccination Policy , it is strongly recommended that all California State University, Sacramento employees who are accessing office and campus facilities follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications. Out of State Employment Sacramento State University, as part of the CSU system, is a State of California Employer. As such, the University requires all employees (up)on date of hire to reside in the State of California. As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. Eligibility Verification Candidate must furnish proof of eligibility to work in the U.S. California State University, Sacramento is not a sponsoring agency for staff and management positions (ie. H-1-B Visa). Note to Applicants: Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement. Advertised: Jun 25 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Jun 26, 2024
Working Titles: Finance Budget Analyst I / Finance Budget Analyst II Classification Titles: Administrative Support Analyst I / Administrative Support Analyst II Posting Details Priority Application Deadline (Posting will remain open until filled): Tuesday, July 9, 2024 @ 11:55pm PST Hiring Preference Eligible on-campus applicants in California State University Employees Union (CSUEU) Bargaining Units 2,5,7, and 9 will be given first consideration in the recruitment. Position Summary - Finance Budget Analyst I Under the direction of the Vice President for Budget Planning and Administration (BPA) and with guidance from lead budget analysts, the incumbent is responsible for processing routine fiscal transactions, reviewing and analyzing less complex division and program budgets and projections, and accessing and running fiscal reports from campus and CSU systems. This includes but is not limited to posting budgets, budget transfers, and Interagency Financial Transactions (IFTs), logging and tracking position requests and salary adjustments, and running reports from the Financial Data Warehouse (FDW). The incumbent is also responsible for working collaboratively with other analysts in the budget office to plan and prepare the annual budget, to prepare and review quarterly revenue and expenditure projections, and to review and analyze year-end reports for submission to the Chancellor’s Office Position Summary - Finance Budget Analyst II With general guidance from the Associate Vice President of Budget Planning & Administration (AVP), the Finance Budget Analyst Il (Administrative Analyst/ Specialist - Exempt Il) independently tracks and processes campus-wide budget and position changes, prepares fiscal projections, and trains campus partners on budget procedures. As a full journey-level analyst, the Finance Budget Analyst Il works collaboratively with other Finance Budget Analysts to support the AVP in planning, coordinating, and implementing the annual campus budget process, and in monitoring, forecasting, and reporting budgeted revenues and expenses. In addition, this position works closely with the Chancellor's Office and campus enterprise units to produce financial plans required for capital projects and reporting requirements. The incumbent collaborates with internal staff and with various campus colleagues to find solutions to issues, trains others on various procedures or campus reporting, and acts as backup to other Finance Budget Analysts as needed. FLSA : Exempt (not eligible for overtime compensation) Anticipated Hiring Range : Administrative Support Analyst I $4,700 per month - $5,000 per month; commensurate with the candidate's education, experience, skills, and training. Administrative Support Analyst II $5,400 per month - $6,000 per month; commensurate with the candidate's education, experience, skills, and training. CSU Classification Salary Range : Administrative Support Analyst I $4,379 per month - $7,922 per month Administrative Support Analyst II $5,273 per month - $9,537 per month Best-in-class Benefits : Click here to learn more CSU Total Compensation : Click here to learn more Salary Grade/Range : 2 or 3 Recruitment Type : Regular (Probationary) Time Base : Full-Time Work Hours : 8 am - 5 pm, Monday - Friday. Partial telework schedule may be available after probationary period, subject to management approval. Department Information Budget Planning & Administration (BPA) supports the campus by estimating and allocating the fiscal resources needed by divisions and programs working to achieve student success and implement imperatives. In collaboration with the President's Budget Advisory Committee, BPA facilities a transparent budget development process that considers and makes funding recommendations for the upcoming fiscal year. More specifically, the BPA team analyzes historical and anticipated expenditures, prepares various expense and funding scenarios, and documents budget decisions. BPA also allocates funds in alignment with the approved budget and as received by the Chancellor’s Office, monitors expenses and fund balances throughout the year, and effectuates fund transfers as needed and requested by divisions. In addition, BPA serves as a resource across the campus to analyze and make recommendations on the fiscal impact of decisions, such as developing pro-formas for capital projects, analyzing changes to Category IV and V fees, reviewing the fiscal health of auxiliaries and self-support organizations, and managing position changes. https://www.csus.edu/administration-business-affairs/budget-planning/ 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. Finance Budget Analyst I Required Qualifications Education/Experience: Bachelor’s degree in Business Administration or related field, with a concentration in Public or Business Administration, Accounting, or Finance, and/or an equivalent training involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, and practices. Experience with automated financial systems, complex spreadsheets, databases, and database query tools. Proficiency in standard office equipment (i.e. copier, scanner, printers) as well as Microsoft Office Suite (i.e. Excel, Outlook, Word, PowerPoint) Experience performing research, collecting data, analyzing, organizing and applying the data. Knowledge/Skills/Abilities: Strong analytical and problem-solving skills. Demonstrated ability to maintain a welcoming and inclusive work environment with diverse colleagues and constituents including faculty, students, staff, and members of the community. Excellent organizational, prioritization, and multi-tasking skills and ability to work under pressure and meet deadlines. Strong verbal and written communication skills. Excellent interpersonal and customer service skills. Ability to coordinate and maintain cooperative working relationships with individuals at all levels within the University and external constituencies. Strong attention to detail. Commitment to maintaining a welcoming and inclusive work environment with diverse colleagues and constituents including faculty, students, staff, and members of the community. Conditions of Employment: Ability to pass a background check. Preferred Qualifications Administrative, accounting, or budgeting experience within the California State University system Experience working with CMS/CFS (Common Management Systems, Financial Systems, HR) or other similar software enterprise systems. Knowledge of position management principles and practices Finance Budget Analyst II Required Qualifications Education/Experience: Bachelor's degree in Business Administration or related field, with a concentration in public or business administration, Accounting, or Finance 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. Progressively responsible experience in budgeting, financials, and/or accounting related fields. Experience with automated financial systems, complex spreadsheets, databases, and/or database query tools. Knowledge/Skills/Abilities: Excellent organizational, prioritization and multi-tasking skills, with the ability to work under pressure and meet deadlines. Strong analytical and problem-solving skills (i.e. complex financial and data analysis, multiple fund sources). Proficiency using standard office software programs (e.g. Microsoft Word, Excel, PowerPoint, Access, and Outlook calendar/email) in a Windows Operating System environment. Strong communication skills. Excellent interpersonal and customer service skills, with the ability to consult, advise and train others (e.g. present and explain budget topics to various constituencies). Ability to monitor and reconcile financial activity, as well as make financial projections and prepare related reports (e.g. budgeting and reconciliation for capital projects, multiple fund sources). Ability to work independently and collaboratively in a diverse environment. Excellent attention to detail and ability to adhere to processes and procedures. Commitment to maintaining a welcoming and inclusive work environment with diverse colleagues and constituents including faculty, students, staff, and members of the community. Conditions of Employment: Ability to pass a background check. Preferred Qualifications Experience in a higher education environment, a California public agency, or the California State University institution. Experience using CMS/CFS (Common Management System - Financials, HR) or other similar software enterprise systems. Experience in Position based budgeting and position management. Experience in financial forecasting and data analytics. Documents Needed to Apply Resume and cover letter. Failure to upload required documentation may result in disqualification. About Sacramento State Sacramento State is located in the heart of California’s capital city, five miles from State Capitol. The lush, 300-acre campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the “Farm-to-Fork Capital,” is one of the most ethnically diverse and livable cities in the country, with a population of half of a million. Sacramento State is a Hispanic and AANAPISI serving institution with about 31,000 students coming not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1,800 faculty and 1,500 staff are committed to meeting our mission: “As California’s capital university, we transform lives by preparing students to lead, serve, and succeed. Sacramento State will be a welcoming, caring, and inclusive leader in education, innovation, and engagement.” As the regional hub of higher education, Sacramento State is dedicated to learning and student success ; teaching, research, scholarship and creative activity ; justice, diversity, equity and inclusion ; resource development and sustainability ; dedicated community engagement , and wellness and safety . As evidenced by the values embedded in our Hornet Honor Code , Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued. Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning. To learn more about why you should join the Hornet Family, please visit the Why Sac State? page. Equal Employment Opportunity California State University, Sacramento is an Affirmative Action/Equal Opportunity Employer and has a strong institutional commitment to the principle of diversity in all areas. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, sex, gender identity/expression, sexual orientation, pregnancy, genetic information, medical condition, marital status, veteran status, or disability. Sacramento State hires only those individuals who are lawfully authorized to accept employment in the United States. It is the policy of California State University, Sacramento to provide reasonable accommodations for qualified persons with disabilities who are employees or applicants for employment. If you need a disability related reasonable accommodation as part of the application and/or interviewing process, visit https://www.csus.edu/administration-business-affairs/human-resources/benefits/reasonable-accomodation.html . The University is committed to creating an education and working environment free from discrimination, sexual harassment, sexual violence, domestic violence, dating violence, and stalking. For more information on mandatory training for new employees, visit https://www.csus.edu/administration-business-affairs/human-resources/learning-development/csu-learn.html . Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Fire Safety Right-To-know Act Notification: Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the current Annual Security Report (ASR) is available for viewing at https://www.csus.edu/clery . The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Sacramento State for the last three (3) calendar years. Paper copies are available upon request at the Police Service Center located in the University Union. Background Check Disclaimer A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with California State University, Sacramento. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University, Sacramento employees who apply for the position. COVID19 Vaccination Policy Effective May 2023, per the CSU COVID-19 Vaccination Policy , it is strongly recommended that all California State University, Sacramento employees who are accessing office and campus facilities follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications. Out of State Employment Sacramento State University, as part of the CSU system, is a State of California Employer. As such, the University requires all employees (up)on date of hire to reside in the State of California. As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. Eligibility Verification Candidate must furnish proof of eligibility to work in the U.S. California State University, Sacramento is not a sponsoring agency for staff and management positions (ie. H-1-B Visa). Note to Applicants: Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement. Advertised: Jun 25 2024 Pacific Daylight Time Applications close: Closing Date/Time:
CSU, Sacramento
6000 J Street, Sacramento, CA 95819, USA
Working Title: Senior Financial Aid Analyst Classification Title: Student Services Professional II Posting Details Priority Application Date (Posting will remain open until filled): Sunday, April 21, 2024 @ 11:55pm PT As of April 3, 2024 this search has been refreshed and is actively accepting new applications. Apply today! Prior applicants need not re-apply. Hiring Preference Not Applicable Position Summary Under the general direction of the Senior Associate Director, the Senior Financial Aid Analyst independently performs moderately complex professional student service work where a wide variety of situations require use of professional judgement in circumstances that warrant a case-by-case review. The objective of this position is to support the university’s enrollment goals through timely and effective processing of student’s financial aid application. The Senior Financial Aid Analyst will provide quality customer service to students and families regarding financial aid eligibility and will be responsible to analyze federal and state financial aid applications to determine financial need; prepare and award financial aid packages; and perform all duties related to the financial aid process, including return of Title IV. The Senior Financial Aid Analyst also provides program guidance in assigned area and utilizes high level analytical and interpersonal skills to investigate and resolve student concerns. The incumbent works in collaboration with appropriate campus departments that manage the hiring, payroll and accounts payable components for employers to ensure compliance with the Federal Work Study Program. The incumbent is responsible for the development and maintenance of policies and procedures and frequent reporting to senior management to ensure funding levels are properly monitored. The Senior Financial Aid Analyst serves as the “subject matter expert” to the Student Service Center staff for student questions and concerns related to financial aid that are escalated and/or cannot be resolved. The incumbent ensures problems are resolved in an efficient and effective manner, works collaboratively and effectively with Student Service Center staff to meet customer expectations in a fast-paced and dynamic environment. The Senior Financial Aid Analyst participates in university recruitment and retention activities and will have responsibility for providing information sessions for students, parents and families in support of various outreach efforts. FLSA : Exempt (Not eligible for overtime compensation) Anticipated Hiring Range : $4,841 per month (Anticipated hiring range is at the minimum of the Classification Salary Range) CSU Classification Salary Range : $4,841 per month - $6,884 per month Best-in-class Benefits : Click here to learn more CSU Total Compensation : Click here to learn more Salary Grade/Range : 1 Recruitment Type : Regular (Probationary) Time Base : Full-Time Pay Plan : 12 months Work Hours : Monday - Friday, 8am - 5pm. Work hours may vary depending on department need. Department Information Our mission is to help students and their families search for, apply, receive and maintain eligibility for various types of financial aid. Financial aid education is offered through individual counseling, campus marketing activities and group presentations. Staff also undertakes research and resolution of individual student issues. The office strives to provide timely and accurate financial aid processing that is in full compliance with all federal, state and university regulations. For more information on Financial Aid, please visit: https://www.csus.edu/apply/financial-aid-scholarships/ Minimum Qualifications Knowledge and Abilities Working knowledge of the practices, procedures and activities of the program to which assigned; general knowledge of the methods and problems of organizational and program management. General knowledge of research and interview techniques; and of the principles of individual and group behavior. Ability to interpret and apply program rules and regulations; use initiative and resourcefulness in planning work assignment and in implementing long-range program improvements; obtain factual and interpretative information through interviews; reason logically; collect, compile, analyze and evaluate data and make verbal or written presentations based on these data; advise students individually and in groups on routine matters where required; recognize multicultural, multi-sexed and multi-aged value systems and work accordingly; establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations, private and public agencies and others in committee work, and student advising and community contacts; and, rapidly acquire a general knowledge of the overall operation, functions and programs of the campus to which assigned. Demonstrated ability to make decisions and carry through actions having implications with regard to other program or service areas Services Office. Possession of these knowledge and abilities typically is demonstrated through the Experience requirements below. Experience Possession of these knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master’s degree in a job-related field may be substituted for one year of the professional experience. Education Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown above may be substituted for the required education on a year-for-year basis. Required Qualifications Experience Two years of professional experience in one of the student services program areas or in a related field. (A master’s degree in a job-related field may be substituted for one year of the professional experience). Experience advising students individually and in group settings. Knowledge, Skills and Abilities Knowledge of and ability to apply knowledge of Title IV regulations, federal tax laws and experience with the interpretation and application of regulations performing the verification and awarding process. Knowledge of State Financial Aid regulations, requirements and guidelines and ability to apply knowledge of the specific requirements for purposes of determining correct course of action related to assigned tasks; state aid programs may include, but not limited to; Cal Grant, State University Grant and Middle-Class Scholarship. Knowledge of Federal Financial Aid regulations, requirements and guidelines and ability to apply knowledge of the specific requirements for purposes of determining correct course of action related to assigned tasks; federal aid programs may include, but not limited to, Pell Grant, SEOG, Direct Loans and Federal Work Study. Demonstrated ability to work independently and possess self-direction skills to initiate plans, organize, prioritize, multi-task and coordinate work in a fast-paced organization. Demonstrated ability to apply attention to details and perform with extreme accuracy in all aspects of work; includes all document review, document follow-up, awarding and adjustments and packaging review. Demonstrated ability to interpret, coordinate and provide recommendations for new financial aid programs as approved by Federal, State and/or Institutional regulatory changes. Strong interpersonal skills to establish and maintain cooperative working relationships with students, faculty, staff and external constituents. Excellent organizational and time management skills to prioritize and multi-task, meet goals and deadlines under server time constraints. Strong analytical skills. Experience handling information that is sensitive and personal in nature in a delicate, caring and helpful manner. Experience assisting students on financial aid programs and general academic information related to their area of study by offering factual data as it relates to the student inquiry. Proficient in general use of standard office equipment and common software (e.g., Microsoft Office, Internet, etc.). Demonstrated ability to utilize common student administrative software systems (e.g., PeopleSoft, Document Imaging and Workflow Systems) to retrieve and review information when serving students. Experience performing basic mathematical calculation to recalculate financial aid data and awards. Commitment to maintaining a welcoming and inclusive work environment with diverse colleagues and constituents including faculty, students, staff, and members of the community. Conditions of Employment Ability to pass a background check. Preferred Qualifications Three to five years of experience performing verification, needs analysis and awarding for purposes of determining financial aid eligibility, awarding and disbursing aid. Two or more years of experience with systems such as PeopleSoft CMS, OnBase imaging software and Common Origination and Disbursement (COD), the National Student Loan Data System (NSLDS). Working knowledge and responsibility for student employment and/or federal work study program. Documents Needed to Apply Resume and Cover Letter Failure to upload required documentation may result in disqualification. About Sac State Sacramento State is located in the heart of California’s capital city, five miles from State Capitol. The lush, 300-acre campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the “Farm-to-Fork Capital,” is one of the most ethnically diverse and livable cities in the country, with a population of half of a million. Sacramento State’s 31,000 students come not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1800 faculty and 1,500 staff are committed to meeting our mission: “ As California’s capital university, we transform lives by preparing students for leadership, service, and success. Sacramento State will be a recognized leader in education, innovation, and engagement. ” As the regional hub of higher education, Sac State is dedicated to student success , diversity, equity and inclusion , community engagement , philanthropy , and campus safety . As evidenced by the values embedded in our Hornet Honor Code , Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued. Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning. To learn more about why you should join the Hornet Family, please visit the Why Sac State ? page. Background Check Disclaimer A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with California State University, Sacramento. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University, Sacramento employees who apply for the position. One variation of background check required could be a LiveScan screening, which involves submitting fingerprints at a certified LiveScan Service Center. COVID-19 Vaccine Certification Information: Per the CSU COVID-19 Vaccination Policy , it is strongly recommended that all California State University, Sacramento employees who are accessing office and campus facilities follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications. Out of State Employment Policy Sacramento State University, as part of the CSU system, is a State of California Employer. As such, the University requires all employees (up)on date of hire to reside in the State of California. As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. Equal Employment Opportunity California State University, Sacramento is an Affirmative Action/Equal Opportunity Employer and has a strong institutional commitment to the principle of diversity in all areas. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, sex, gender identity/expression, sexual orientation, pregnancy, genetic information, medical condition, marital status, veteran status, or disability. Sacramento State hires only those individuals who are lawfully authorized to accept employment in the United States. It is the policy of California State University, Sacramento to provide reasonable accommodations for qualified persons with disabilities who are employees or applicants for employment. If you need a disability related reasonable accommodation as part of the application and/or interviewing process, visit https://www.csus.edu/administration-business-affairs/human-resources/benefits/reasonable-accomodation.html The University is committed to creating an education and working environment free from discrimination, sexual harassment, sexual violence, domestic violence, dating violence, and stalking. For more information on mandatory training for new employees, visit https://www.csus.edu/administration-business-affairs/human-resources/learning-development/csu-learn.html . Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Fire Safety Right-To-know Act Notification : Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the current Annual Security Report (ASR) is available for viewing at https://www.csus.edu/clery . The ASR contains the current security and safety-related policy statements, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Sacramento State for the last three (3) calendar years. Paper copies are available upon request at the Police Service Center located in the University Union. Eligibility Verification Selected candidate must furnish proof of eligibility to work in the United States. California State University, Sacramento is not a sponsoring agency for staff and management positions (i.e. H-1-B Visa). Note to Applicants: Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement. Advertised: Apr 03 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Jul 14, 2024
Working Title: Senior Financial Aid Analyst Classification Title: Student Services Professional II Posting Details Priority Application Date (Posting will remain open until filled): Sunday, April 21, 2024 @ 11:55pm PT As of April 3, 2024 this search has been refreshed and is actively accepting new applications. Apply today! Prior applicants need not re-apply. Hiring Preference Not Applicable Position Summary Under the general direction of the Senior Associate Director, the Senior Financial Aid Analyst independently performs moderately complex professional student service work where a wide variety of situations require use of professional judgement in circumstances that warrant a case-by-case review. The objective of this position is to support the university’s enrollment goals through timely and effective processing of student’s financial aid application. The Senior Financial Aid Analyst will provide quality customer service to students and families regarding financial aid eligibility and will be responsible to analyze federal and state financial aid applications to determine financial need; prepare and award financial aid packages; and perform all duties related to the financial aid process, including return of Title IV. The Senior Financial Aid Analyst also provides program guidance in assigned area and utilizes high level analytical and interpersonal skills to investigate and resolve student concerns. The incumbent works in collaboration with appropriate campus departments that manage the hiring, payroll and accounts payable components for employers to ensure compliance with the Federal Work Study Program. The incumbent is responsible for the development and maintenance of policies and procedures and frequent reporting to senior management to ensure funding levels are properly monitored. The Senior Financial Aid Analyst serves as the “subject matter expert” to the Student Service Center staff for student questions and concerns related to financial aid that are escalated and/or cannot be resolved. The incumbent ensures problems are resolved in an efficient and effective manner, works collaboratively and effectively with Student Service Center staff to meet customer expectations in a fast-paced and dynamic environment. The Senior Financial Aid Analyst participates in university recruitment and retention activities and will have responsibility for providing information sessions for students, parents and families in support of various outreach efforts. FLSA : Exempt (Not eligible for overtime compensation) Anticipated Hiring Range : $4,841 per month (Anticipated hiring range is at the minimum of the Classification Salary Range) CSU Classification Salary Range : $4,841 per month - $6,884 per month Best-in-class Benefits : Click here to learn more CSU Total Compensation : Click here to learn more Salary Grade/Range : 1 Recruitment Type : Regular (Probationary) Time Base : Full-Time Pay Plan : 12 months Work Hours : Monday - Friday, 8am - 5pm. Work hours may vary depending on department need. Department Information Our mission is to help students and their families search for, apply, receive and maintain eligibility for various types of financial aid. Financial aid education is offered through individual counseling, campus marketing activities and group presentations. Staff also undertakes research and resolution of individual student issues. The office strives to provide timely and accurate financial aid processing that is in full compliance with all federal, state and university regulations. For more information on Financial Aid, please visit: https://www.csus.edu/apply/financial-aid-scholarships/ Minimum Qualifications Knowledge and Abilities Working knowledge of the practices, procedures and activities of the program to which assigned; general knowledge of the methods and problems of organizational and program management. General knowledge of research and interview techniques; and of the principles of individual and group behavior. Ability to interpret and apply program rules and regulations; use initiative and resourcefulness in planning work assignment and in implementing long-range program improvements; obtain factual and interpretative information through interviews; reason logically; collect, compile, analyze and evaluate data and make verbal or written presentations based on these data; advise students individually and in groups on routine matters where required; recognize multicultural, multi-sexed and multi-aged value systems and work accordingly; establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations, private and public agencies and others in committee work, and student advising and community contacts; and, rapidly acquire a general knowledge of the overall operation, functions and programs of the campus to which assigned. Demonstrated ability to make decisions and carry through actions having implications with regard to other program or service areas Services Office. Possession of these knowledge and abilities typically is demonstrated through the Experience requirements below. Experience Possession of these knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master’s degree in a job-related field may be substituted for one year of the professional experience. Education Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown above may be substituted for the required education on a year-for-year basis. Required Qualifications Experience Two years of professional experience in one of the student services program areas or in a related field. (A master’s degree in a job-related field may be substituted for one year of the professional experience). Experience advising students individually and in group settings. Knowledge, Skills and Abilities Knowledge of and ability to apply knowledge of Title IV regulations, federal tax laws and experience with the interpretation and application of regulations performing the verification and awarding process. Knowledge of State Financial Aid regulations, requirements and guidelines and ability to apply knowledge of the specific requirements for purposes of determining correct course of action related to assigned tasks; state aid programs may include, but not limited to; Cal Grant, State University Grant and Middle-Class Scholarship. Knowledge of Federal Financial Aid regulations, requirements and guidelines and ability to apply knowledge of the specific requirements for purposes of determining correct course of action related to assigned tasks; federal aid programs may include, but not limited to, Pell Grant, SEOG, Direct Loans and Federal Work Study. Demonstrated ability to work independently and possess self-direction skills to initiate plans, organize, prioritize, multi-task and coordinate work in a fast-paced organization. Demonstrated ability to apply attention to details and perform with extreme accuracy in all aspects of work; includes all document review, document follow-up, awarding and adjustments and packaging review. Demonstrated ability to interpret, coordinate and provide recommendations for new financial aid programs as approved by Federal, State and/or Institutional regulatory changes. Strong interpersonal skills to establish and maintain cooperative working relationships with students, faculty, staff and external constituents. Excellent organizational and time management skills to prioritize and multi-task, meet goals and deadlines under server time constraints. Strong analytical skills. Experience handling information that is sensitive and personal in nature in a delicate, caring and helpful manner. Experience assisting students on financial aid programs and general academic information related to their area of study by offering factual data as it relates to the student inquiry. Proficient in general use of standard office equipment and common software (e.g., Microsoft Office, Internet, etc.). Demonstrated ability to utilize common student administrative software systems (e.g., PeopleSoft, Document Imaging and Workflow Systems) to retrieve and review information when serving students. Experience performing basic mathematical calculation to recalculate financial aid data and awards. Commitment to maintaining a welcoming and inclusive work environment with diverse colleagues and constituents including faculty, students, staff, and members of the community. Conditions of Employment Ability to pass a background check. Preferred Qualifications Three to five years of experience performing verification, needs analysis and awarding for purposes of determining financial aid eligibility, awarding and disbursing aid. Two or more years of experience with systems such as PeopleSoft CMS, OnBase imaging software and Common Origination and Disbursement (COD), the National Student Loan Data System (NSLDS). Working knowledge and responsibility for student employment and/or federal work study program. Documents Needed to Apply Resume and Cover Letter Failure to upload required documentation may result in disqualification. About Sac State Sacramento State is located in the heart of California’s capital city, five miles from State Capitol. The lush, 300-acre campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the “Farm-to-Fork Capital,” is one of the most ethnically diverse and livable cities in the country, with a population of half of a million. Sacramento State’s 31,000 students come not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1800 faculty and 1,500 staff are committed to meeting our mission: “ As California’s capital university, we transform lives by preparing students for leadership, service, and success. Sacramento State will be a recognized leader in education, innovation, and engagement. ” As the regional hub of higher education, Sac State is dedicated to student success , diversity, equity and inclusion , community engagement , philanthropy , and campus safety . As evidenced by the values embedded in our Hornet Honor Code , Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued. Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning. To learn more about why you should join the Hornet Family, please visit the Why Sac State ? page. Background Check Disclaimer A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with California State University, Sacramento. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University, Sacramento employees who apply for the position. One variation of background check required could be a LiveScan screening, which involves submitting fingerprints at a certified LiveScan Service Center. COVID-19 Vaccine Certification Information: Per the CSU COVID-19 Vaccination Policy , it is strongly recommended that all California State University, Sacramento employees who are accessing office and campus facilities follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications. Out of State Employment Policy Sacramento State University, as part of the CSU system, is a State of California Employer. As such, the University requires all employees (up)on date of hire to reside in the State of California. As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. Equal Employment Opportunity California State University, Sacramento is an Affirmative Action/Equal Opportunity Employer and has a strong institutional commitment to the principle of diversity in all areas. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, sex, gender identity/expression, sexual orientation, pregnancy, genetic information, medical condition, marital status, veteran status, or disability. Sacramento State hires only those individuals who are lawfully authorized to accept employment in the United States. It is the policy of California State University, Sacramento to provide reasonable accommodations for qualified persons with disabilities who are employees or applicants for employment. If you need a disability related reasonable accommodation as part of the application and/or interviewing process, visit https://www.csus.edu/administration-business-affairs/human-resources/benefits/reasonable-accomodation.html The University is committed to creating an education and working environment free from discrimination, sexual harassment, sexual violence, domestic violence, dating violence, and stalking. For more information on mandatory training for new employees, visit https://www.csus.edu/administration-business-affairs/human-resources/learning-development/csu-learn.html . Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Fire Safety Right-To-know Act Notification : Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the current Annual Security Report (ASR) is available for viewing at https://www.csus.edu/clery . The ASR contains the current security and safety-related policy statements, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Sacramento State for the last three (3) calendar years. Paper copies are available upon request at the Police Service Center located in the University Union. Eligibility Verification Selected candidate must furnish proof of eligibility to work in the United States. California State University, Sacramento is not a sponsoring agency for staff and management positions (i.e. H-1-B Visa). Note to Applicants: Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement. Advertised: Apr 03 2024 Pacific Daylight Time Applications close: Closing Date/Time:
California State University, San Bernardino (CSUSB)
5500 University Parkway, San Bernardino, CA 92407, USA
Job Summary: Support the efficient functioning of financial operations within the department. As a crucial role within the team, it plays a central role in maintaining financial processes and ensuring accuracy and compliance. The Administrative Support Coordinator (ASC II) strategically and analytically assesses the needs of individuals and projects by coordinating and delegating administrative support for specific projects and day-to-day tasks for individuals at all levels within the organization and provides training to all levels in standard office and campus procedures. Enter, adjust, and analyze student/graduate employment, reconciling budget reports, and maintaining accurate expense reporting in budgets, an administrative workflow involving research, and consistent communication and interaction for campus operations with constantly changing procedures. Administrative Support Coordinator (ASC II) continuously works with other university departments in areas such as student employment, purchasing, and payroll. Duties and responsibilities BUDGET/ADMINISTRATIVE Provides support to the Financial Operations Analyst. Assist in the comprehensive reporting and reconciliation of all state, Lottery, Trust and Auxiliary accounts within the Academic Success and Undergraduate Advising (ASUA) units biweekly. Under direction, handle multiple work unit priorities and projects such as analyzing budgetary data to make accurate projections while also recording and tracking corresponding records pertaining to budget transfers to and from the units and transfer of expenses. Help monitor expenditures charged to state and auxiliary accounts. Reconcile the Pay Detail report by recording and tracking the information monthly. Work with college ASC that re-assigned time, and awards to help ensure the Academic Success and Undergraduate Advising (ASUA) pays the college all funds owed. Gather, prepare, and submit necessary documentation such as Independent Contractor, Unauthorized Purchase Explanation/Certification(UPEC), to input requisitions into the Common Financial Services System for Financial Operations Analyst approval. Prepare and submit requests for invoices from department expenses periodically as they occur to ensure payments are rendered. Make purchases on Pro-card for departmental needs and each month ensure precise account charges and meticulous record-keeping. Track all other departments’ Administrative Support Coordinator (ASCs’) Procard purchases and record in appropriate budget spreadsheets to assist in creating accurate reports. Assist with submission of Transfer of Expenses and Payroll Expenditure transfers at the request of Financial Operations Analyst. Assist with quarterly lecture contracts by sorting contracts by by conducting research, analysis, and evaluation to develop or recommend solutions as needed. Provide lead work direction to staff on clerical functions related to lecture contracts, including but not limited to sorting contracts by units, alphabetizing, and stamping. Coordinate with staff to support PeopleSoft Temp Faculty or Workforce Administration by entering faculty special consultant information for payment processing and tracking overload. Assist with higher-level administrative functions such as facilitating the hiring of graduate assistants and instructional student assistants through OnBase. Prepare and generate reports for the coordinator and Dean's approval. Executes hiring of all student assistants in various units, implements a system of distribution of checks, and creates conventional file records to maintain documentation of picked-up pay warrants. Administrative Support Coordinator (ASC) will also identify and record relevant hours worked by student assistants to assist the Financial Operations Analyst by analyzing salary trends and creating projections for Instructional Student Assistants, Graduate Assistants, and Student Assistants salaries. Create and maintain a confidential system of records for all ASUA student employees, graduate assistants, and instructional student assistants that contain pay rates, SSNs, Student IDs’, and other sensitive and proprietary information needed for files. Effectively create and update timesheet training for student employees by researching current changes in policies so that it reflects the most up-to-date information. Conduct the training for every new Academic Success and Undergraduate Advising (ASUA) Student Assistant (SA) hire. PAYROLL Responsible for maintaining and monitoring hours of student workers in all ASUA units in budgets to maintain accurate records of salary expenses monthly. Collect student assistant and ISA timesheets from various departments each month and review them before submitting student listings with attached timesheets to the Financial Operations Analyst for final review/Approval. When necessary, submit termination paperwork, pay increases, and position changes via Cherwell or through the Federal work-study process for Student Assistants to be approved by corresponding supervisors and MPPs. PROGRAM SUPPORT Under the direction of the Financial Operations Analyst (FOA), provide administrative support to the Marketing unit- such as ordering promotion items. Submit Requests for Invoices and Chargebacks for services acquired for programing, such as room bookings and catering requests. Coordinate of logistics for a variety of complex projects and large-scale events, meetings, workshops, and trainings, orchestrating seamless communication with internal or external vendors to ensure precise execution of catering services, room reservations, etc. Through meticulous coordination and strategic efforts, they will optimize solutions to meet the diverse needs of departmental events, enhancing overall efficiency and satisfaction. CLERICAL SUPPORT Other duties will include filling, archiving, and shredding. May assist with research and/or gather data to complete special requests/projects. ASC II is tasked with tackling a broad spectrum of operational and procedural hurdles encountered within the office setting. These challenges can encompass various administrative complexities, such as troubleshooting workflow processes, resolving logistical issues, and ensuring adherence to the department’s financial protocols and policies. In addressing these challenges, the ASC II may find themselves delving into intricate details, conducting thorough research, and employing analytical techniques to gather and evaluate relevant information. Provide lead work direction for front desk and student assistants and act as backup for front desk maintenance. This dual role entails providing guidance and support to student assistants, ensuring efficient front desk operations, and stepping in when needed to address incoming student issues/concerns, further enhancing the smooth functioning of office procedures. The ASC II will analyze workflow patterns, identify inefficiencies, maintain procedures, and make informed decisions to enhance operations. Continuous analysis allows them to identify areas for improvement and implement proactive measures, ensuring smooth front desk operations and maintenance efficiency. Assist all Academic Success and Undergraduate Advising (ASUA) units as needed Plus added one-time special projects. Evening and weekend hours may be required during Summer Orientation and Campus events as necessary. Minimum Qualifications: High school diploma or its equivalent Five years of progressively responsible experience in general office clerical or secretarial work or the equivalent. Required Qualifications: In addition to Position Skill Level I knowledge and skill requirements, work assignments typically require: Comprehensive and detailed knowledge of the university infrastructure, policies, and procedures. Thorough mastery of English grammar, punctuation, and spelling. Expertise in using office software packages, technology, and systems. Ability to interpret and apply policies and procedures independently, and use judgment and discretion to act when precedents do not exist. Ability to troubleshoot most office administration problems and respond to all inquiries and requests related to work area. Ability to understand problems from a broader perspective and anticipate the impact of office administration problems and solutions on other areas. Ability to analyze operational and procedural problems and develop, recommend, and evaluate proposed solutions. Ability to perform business math, analyze budgetary data, and make accurate projections requiring some inference. Ability to effectively write and present own reports. Ability to effectively handle interpersonal interactions at all levels and handle highly sensitive interpersonal situations. Ability to use negotiation and persuasion skills to achieve results and expedite projects. Preferred Qualifications: University Policies and Procedures, PeopleSoft access, Event Management System (EMS), OnBase and CourseLeaf (CLSS) Strong Excel experience. A thorough office methods, procedures, and practices are required Effectively use collaboration, critical thinking, analytical skills, and budget practices to provide the ability to understand and operate within various departments by creating quick and effective solutions. General Office clerical experience Excellent oral and written communication skills, as well as interpersonal and organizational skills Must be able to organize, coordinate, and prioritize multiple tasks and work with a diverse group. Leveraging their ability to use negotiation and persuasion skills to achieve results and expedite projects. The ability to multitask on a daily basis is essential and required. The ability to maintain and organize records and files. The ability to learn and interpret independently and apply a sense of judgment, discretion, and initiative to address problems and develop practical, thorough, and creative solutions. Employees must have a track record of being reliable. Thorough mastery of English grammar, punctuation, and spelling. Demonstrated knowledge and understanding of University Administrative functions Ability to communicate effectively. Demonstrate ability to use MS Office Suite, with particular emphasis on Excel. Compensation and Benefits: Anticipated Hiring Range: $3,865- $4,109 per month Classification Salary Range: $3,865 - $6,336 per month The salary offered will take into account internal equity and experience among other factors. The CSU system provides a comprehensive benefit package that includes medical, dental and vision plans, membership in the California Public Employees Retirement System (CalPERS), sick and vacation time, and 15 paid holidays a year. Eligible employees are also able to participate in the fee waiver education program. A summary of benefit information can be found here . Position Information: Full-time Non-Exempt Probationary Academic year schedule: Monday through Friday (8:00 am - 5:00 pm), some evenings/weekends. Summer schedule: Monday through Thursday (7:00 am - 5:30 pm), some evenings/weekends. This position is a "designated position" in the California State University's Conflict of Interest Code. The scope of responsibilities for this position includes making or participating in decisions that may have a material financial benefit to the incumbent. Therefore, the individual holding this position is required to file an initial Conflict of Interest: Statement of Economic Interests ("Form 700") within thirty (30 days) from the date of hire and on an annual basis. In addition, the individual holding this position must complete the required conflict of interest training within thirty (30) days of their appointment and at least once during each consecutive period of two calendar years following the appointment, subject to the Fair Political Practices Commission regulations. The application deadline is: July 22, 2024 As of January 1, 2022, the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. California State University, San Bernardino in not a sponsoring agency for staff or management positions (i.e. H1-B Visas). Conditions of Employment Background Check Satisfactory completion of a background check (including a criminal records check) is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position. Mandated Reporter The person holding this position is considered a `mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. I-9 CSUSB hires only individuals lawfully authorized to work in the United States. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. See Form I-9 Acceptable Documents at https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents . Statement of Commitment to Diversity In our commitment to the furthering of knowledge and fulfilling our educational mission, California State University, San Bernardino seeks a campus climate that welcomes, celebrates, and promotes respect for the entire variety of human experience. We welcome people from all backgrounds, and we seek to include knowledge and values from many cultures in the curriculum and extra-curricular life of the campus community. We will create, promote, and maintain activities and programs that further our understanding of individual and group diversity. We will also develop and communicate policies and promote values that discourage intolerance and discrimination. California State University, San Bernardino is proud to be an Affirmative Action/Equal Opportunity Employer. We recruit, hire, train, and administer all personnel actions without regard to race, ethnicity, religion, color, caste, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, socioeconomic status, genetic information, medical condition, disability, marital status, protected military or veteran status, or any other status protected by applicable law. This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096) For more information about Diversity & Inclusion at CSUSB, please visit https://www.csusb.edu/human-resources/diversity-inclusion Closing Statement: Reasonable Accommodation We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact CSUSB Benefits at benefits@csusb.edu. Smoking CSUSB is a smoke and tobacco-free campus. See policy at https://calstate.policystat.com/policy/6591951/latest/ . Clery Act In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal State San Bernardino Annual Security and Fire Safety Report is available at: https://www.csusb.edu/clery-act Advertised: Jun 06 2024 Pacific Daylight Time Applications close: Jul 22 2024 Pacific Daylight Time Closing Date/Time:
Jul 09, 2024
Job Summary: Support the efficient functioning of financial operations within the department. As a crucial role within the team, it plays a central role in maintaining financial processes and ensuring accuracy and compliance. The Administrative Support Coordinator (ASC II) strategically and analytically assesses the needs of individuals and projects by coordinating and delegating administrative support for specific projects and day-to-day tasks for individuals at all levels within the organization and provides training to all levels in standard office and campus procedures. Enter, adjust, and analyze student/graduate employment, reconciling budget reports, and maintaining accurate expense reporting in budgets, an administrative workflow involving research, and consistent communication and interaction for campus operations with constantly changing procedures. Administrative Support Coordinator (ASC II) continuously works with other university departments in areas such as student employment, purchasing, and payroll. Duties and responsibilities BUDGET/ADMINISTRATIVE Provides support to the Financial Operations Analyst. Assist in the comprehensive reporting and reconciliation of all state, Lottery, Trust and Auxiliary accounts within the Academic Success and Undergraduate Advising (ASUA) units biweekly. Under direction, handle multiple work unit priorities and projects such as analyzing budgetary data to make accurate projections while also recording and tracking corresponding records pertaining to budget transfers to and from the units and transfer of expenses. Help monitor expenditures charged to state and auxiliary accounts. Reconcile the Pay Detail report by recording and tracking the information monthly. Work with college ASC that re-assigned time, and awards to help ensure the Academic Success and Undergraduate Advising (ASUA) pays the college all funds owed. Gather, prepare, and submit necessary documentation such as Independent Contractor, Unauthorized Purchase Explanation/Certification(UPEC), to input requisitions into the Common Financial Services System for Financial Operations Analyst approval. Prepare and submit requests for invoices from department expenses periodically as they occur to ensure payments are rendered. Make purchases on Pro-card for departmental needs and each month ensure precise account charges and meticulous record-keeping. Track all other departments’ Administrative Support Coordinator (ASCs’) Procard purchases and record in appropriate budget spreadsheets to assist in creating accurate reports. Assist with submission of Transfer of Expenses and Payroll Expenditure transfers at the request of Financial Operations Analyst. Assist with quarterly lecture contracts by sorting contracts by by conducting research, analysis, and evaluation to develop or recommend solutions as needed. Provide lead work direction to staff on clerical functions related to lecture contracts, including but not limited to sorting contracts by units, alphabetizing, and stamping. Coordinate with staff to support PeopleSoft Temp Faculty or Workforce Administration by entering faculty special consultant information for payment processing and tracking overload. Assist with higher-level administrative functions such as facilitating the hiring of graduate assistants and instructional student assistants through OnBase. Prepare and generate reports for the coordinator and Dean's approval. Executes hiring of all student assistants in various units, implements a system of distribution of checks, and creates conventional file records to maintain documentation of picked-up pay warrants. Administrative Support Coordinator (ASC) will also identify and record relevant hours worked by student assistants to assist the Financial Operations Analyst by analyzing salary trends and creating projections for Instructional Student Assistants, Graduate Assistants, and Student Assistants salaries. Create and maintain a confidential system of records for all ASUA student employees, graduate assistants, and instructional student assistants that contain pay rates, SSNs, Student IDs’, and other sensitive and proprietary information needed for files. Effectively create and update timesheet training for student employees by researching current changes in policies so that it reflects the most up-to-date information. Conduct the training for every new Academic Success and Undergraduate Advising (ASUA) Student Assistant (SA) hire. PAYROLL Responsible for maintaining and monitoring hours of student workers in all ASUA units in budgets to maintain accurate records of salary expenses monthly. Collect student assistant and ISA timesheets from various departments each month and review them before submitting student listings with attached timesheets to the Financial Operations Analyst for final review/Approval. When necessary, submit termination paperwork, pay increases, and position changes via Cherwell or through the Federal work-study process for Student Assistants to be approved by corresponding supervisors and MPPs. PROGRAM SUPPORT Under the direction of the Financial Operations Analyst (FOA), provide administrative support to the Marketing unit- such as ordering promotion items. Submit Requests for Invoices and Chargebacks for services acquired for programing, such as room bookings and catering requests. Coordinate of logistics for a variety of complex projects and large-scale events, meetings, workshops, and trainings, orchestrating seamless communication with internal or external vendors to ensure precise execution of catering services, room reservations, etc. Through meticulous coordination and strategic efforts, they will optimize solutions to meet the diverse needs of departmental events, enhancing overall efficiency and satisfaction. CLERICAL SUPPORT Other duties will include filling, archiving, and shredding. May assist with research and/or gather data to complete special requests/projects. ASC II is tasked with tackling a broad spectrum of operational and procedural hurdles encountered within the office setting. These challenges can encompass various administrative complexities, such as troubleshooting workflow processes, resolving logistical issues, and ensuring adherence to the department’s financial protocols and policies. In addressing these challenges, the ASC II may find themselves delving into intricate details, conducting thorough research, and employing analytical techniques to gather and evaluate relevant information. Provide lead work direction for front desk and student assistants and act as backup for front desk maintenance. This dual role entails providing guidance and support to student assistants, ensuring efficient front desk operations, and stepping in when needed to address incoming student issues/concerns, further enhancing the smooth functioning of office procedures. The ASC II will analyze workflow patterns, identify inefficiencies, maintain procedures, and make informed decisions to enhance operations. Continuous analysis allows them to identify areas for improvement and implement proactive measures, ensuring smooth front desk operations and maintenance efficiency. Assist all Academic Success and Undergraduate Advising (ASUA) units as needed Plus added one-time special projects. Evening and weekend hours may be required during Summer Orientation and Campus events as necessary. Minimum Qualifications: High school diploma or its equivalent Five years of progressively responsible experience in general office clerical or secretarial work or the equivalent. Required Qualifications: In addition to Position Skill Level I knowledge and skill requirements, work assignments typically require: Comprehensive and detailed knowledge of the university infrastructure, policies, and procedures. Thorough mastery of English grammar, punctuation, and spelling. Expertise in using office software packages, technology, and systems. Ability to interpret and apply policies and procedures independently, and use judgment and discretion to act when precedents do not exist. Ability to troubleshoot most office administration problems and respond to all inquiries and requests related to work area. Ability to understand problems from a broader perspective and anticipate the impact of office administration problems and solutions on other areas. Ability to analyze operational and procedural problems and develop, recommend, and evaluate proposed solutions. Ability to perform business math, analyze budgetary data, and make accurate projections requiring some inference. Ability to effectively write and present own reports. Ability to effectively handle interpersonal interactions at all levels and handle highly sensitive interpersonal situations. Ability to use negotiation and persuasion skills to achieve results and expedite projects. Preferred Qualifications: University Policies and Procedures, PeopleSoft access, Event Management System (EMS), OnBase and CourseLeaf (CLSS) Strong Excel experience. A thorough office methods, procedures, and practices are required Effectively use collaboration, critical thinking, analytical skills, and budget practices to provide the ability to understand and operate within various departments by creating quick and effective solutions. General Office clerical experience Excellent oral and written communication skills, as well as interpersonal and organizational skills Must be able to organize, coordinate, and prioritize multiple tasks and work with a diverse group. Leveraging their ability to use negotiation and persuasion skills to achieve results and expedite projects. The ability to multitask on a daily basis is essential and required. The ability to maintain and organize records and files. The ability to learn and interpret independently and apply a sense of judgment, discretion, and initiative to address problems and develop practical, thorough, and creative solutions. Employees must have a track record of being reliable. Thorough mastery of English grammar, punctuation, and spelling. Demonstrated knowledge and understanding of University Administrative functions Ability to communicate effectively. Demonstrate ability to use MS Office Suite, with particular emphasis on Excel. Compensation and Benefits: Anticipated Hiring Range: $3,865- $4,109 per month Classification Salary Range: $3,865 - $6,336 per month The salary offered will take into account internal equity and experience among other factors. The CSU system provides a comprehensive benefit package that includes medical, dental and vision plans, membership in the California Public Employees Retirement System (CalPERS), sick and vacation time, and 15 paid holidays a year. Eligible employees are also able to participate in the fee waiver education program. A summary of benefit information can be found here . Position Information: Full-time Non-Exempt Probationary Academic year schedule: Monday through Friday (8:00 am - 5:00 pm), some evenings/weekends. Summer schedule: Monday through Thursday (7:00 am - 5:30 pm), some evenings/weekends. This position is a "designated position" in the California State University's Conflict of Interest Code. The scope of responsibilities for this position includes making or participating in decisions that may have a material financial benefit to the incumbent. Therefore, the individual holding this position is required to file an initial Conflict of Interest: Statement of Economic Interests ("Form 700") within thirty (30 days) from the date of hire and on an annual basis. In addition, the individual holding this position must complete the required conflict of interest training within thirty (30) days of their appointment and at least once during each consecutive period of two calendar years following the appointment, subject to the Fair Political Practices Commission regulations. The application deadline is: July 22, 2024 As of January 1, 2022, the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. California State University, San Bernardino in not a sponsoring agency for staff or management positions (i.e. H1-B Visas). Conditions of Employment Background Check Satisfactory completion of a background check (including a criminal records check) is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position. Mandated Reporter The person holding this position is considered a `mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. I-9 CSUSB hires only individuals lawfully authorized to work in the United States. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. See Form I-9 Acceptable Documents at https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents . Statement of Commitment to Diversity In our commitment to the furthering of knowledge and fulfilling our educational mission, California State University, San Bernardino seeks a campus climate that welcomes, celebrates, and promotes respect for the entire variety of human experience. We welcome people from all backgrounds, and we seek to include knowledge and values from many cultures in the curriculum and extra-curricular life of the campus community. We will create, promote, and maintain activities and programs that further our understanding of individual and group diversity. We will also develop and communicate policies and promote values that discourage intolerance and discrimination. California State University, San Bernardino is proud to be an Affirmative Action/Equal Opportunity Employer. We recruit, hire, train, and administer all personnel actions without regard to race, ethnicity, religion, color, caste, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, socioeconomic status, genetic information, medical condition, disability, marital status, protected military or veteran status, or any other status protected by applicable law. This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096) For more information about Diversity & Inclusion at CSUSB, please visit https://www.csusb.edu/human-resources/diversity-inclusion Closing Statement: Reasonable Accommodation We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact CSUSB Benefits at benefits@csusb.edu. Smoking CSUSB is a smoke and tobacco-free campus. See policy at https://calstate.policystat.com/policy/6591951/latest/ . Clery Act In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal State San Bernardino Annual Security and Fire Safety Report is available at: https://www.csusb.edu/clery-act Advertised: Jun 06 2024 Pacific Daylight Time Applications close: Jul 22 2024 Pacific Daylight Time Closing Date/Time:
CSU, Sacramento
6000 J Street, Sacramento, CA 95819, USA
Working Title: Strategic Data Analyst Classification Title: Analyst/Programmer - Career Posting Details Priority Application Deadline: Sunday, August 4th @ 11:55pm PST ( Posting will remain open until filled) Hiring Preference Eligible on-campus applicants in California State University Employees Union (CSUEU) Bargaining Units 2,5,7, and 9 will be given first consideration in the recruitment. Position Summary Under the general supervision of the Director of Institutional Research, Data and Analytics, the Strategic Data Analyst is responsible for playing a crucial role in analysis, planning, development, testing, training, implementation, and maintenance of complex business processes supported in the Oracle/PeopleSoft student system and third-party vendor software solutions that support and enhance the day-to-day operations and reporting and analysis for the University and other stakeholders. The Strategic Data Analyst will work collaboratively with the Data Visualization Analyst in the development and production of complex student data reports and analysis in support of the University goals and Graduation Initiatives. The Strategic Data Analyst is expected to provide strong leadership; ensure efficient and effective reporting of data; serve on University committees; represent the University at professional conferences and system meetings; and serve as a liaison with academic and administrative offices. FLSA : E xempt (Not eligible for overtime compensation) Anticipated Hiring Range : $6,500 per month - $10,000 per month CSU Classification Salary Range : $4,912 per month - $12,124 per month Best-in-class Benefits : Click here to learn more CSU Total Compensation : Click here to learn more Salary Grade/Range : 2 Recruitment Type : Regular (Probationary) Time Base : Full-Time Work Hours : 8am-5pm, Monday through Friday Department Information The mission of the Office of Institutional Research, Effectiveness, and Planning (OIREP) is to enhance University effectiveness with information and research to support planning and budgeting, assessment, accreditation, policy formation, and decision-making. OIREP strategic functions include: Data Collection and Management Data Restructure and Reporting Special Research and Policy Analyses For more information, please visit our website: https://www.csus.edu/president/institutional-research-effectiveness-planning Minimum Qualifications To enter this classification, a basic foundation of knowledge and skills in applications programming and systems analysis and related programming support functions is a prerequisite. This foundation would normally by obtained through a bachelor's degree, preferably in computer science or business, or equivalent training and applied experience. Foundation knowledge and skills for the Analyst/Programmer, depend on the position assignment, may include working knowledge of a specific industry standard applications programming language and knowledge of standard systems analysis techniques. Required Qualifications Education 1. Bachelor's Degree in computer science, education, information systems or related field from an accredited university or college, or equivalent training and applied experience. Experience 2. Extensive experience utilizing Oracle/PeopleSoft Student Administration system, Human Resources, Financial systems, or comparable systems. 3. Demonstrated experience in student information systems and knowledge of functional modules in the Human Resources, Student Administration student systems (Student Records, Campus Community, Catalog, Schedule, Self-Service, Academic Advising, Admissions, Recruitment, Financial Aid and/ or Student Financials). 4. Experience with database analysis, systems operations, database management, process development and project management. 5. Experience designing and presenting complex datasets in visually compelling formats, and integrating multiple data sources and database systems 6. Experience with enterprise level relational databases, Oracle, MS SQL Server and office applications utilizing Microsoft Office products, e.g. Access, Excel, PowerPoint, Visio; SharePoint and Adobe. 7. Experience working with large multi-dimensional data sets 8. Experience in the development of complex organizational data reports and analysis. 9. Direct functional experience with third party support software: College Scheduler, Illume, Smart Planner, Platinum Analytics, Ad-Astra, OnBase, Tableau, Power BI, Canvas, and Blackboard or comparable system. 10. Experience providing lead direction with project management and prioritizing tasks to meet deadlines. 11. Experience building collaborative working relationships across units 12. Experience leading business process improvement projects which include analysis, documentation and flowchart business processes. Knowledge, Skills, Abilities: 13. Ability to communicate effectively both orally and in writing. 14. Ability to effectively translate technical information and communications to various non-technical audiences. 15. Ability to research and analyze complex issues, demonstrate problem solving skills and provide clear and concise analysis, recommendations and solutions. 16. Ability to schedule and prioritize multiple projects and assigned work to meet deadlines 17. Ability to coordinate requirements gathering and report development. 18. Ability to function effectively under time constraints and rapidly changing priorities. 19. Strong interpersonal skills with the ability to collaborate with other divisions, academic affairs and departments and faculty. 20. Ability to work independently as well as foster a team environment. 21. Commitment to maintaining a welcoming and inclusive work environment with diverse colleagues and constituents including faculty, students, staff, and members of the community. Preferred Qualifications 22. 5 years in Higher Education experience in functional modules in the Oracle/PeopleSoft student system in an institution of higher education. 23. 5+ years of experience in functional modules in the Human Resources, Student Administration systems (Student Records, Campus Community, Catalog, Schedule, Self-Service, Academic Advising, Admissions, Recruitment, Financial Aid and/ or Student Financials). 24. Experience with program development, implementation and support of University goals and Graduation initiatives. 25. Thorough knowledge of California State University Chancellor Office Executive Orders and Coded Memorandum; Sacramento State academic and administrative polices and requirements, as well as State of California Title V Education Code and the Family Education Records and Privacy Act (FERPA). 26. Extensive knowledge of Chancellor's Office Executive Orders and Coded Memorandum. 27. Ability to lead and mentor team members on technical processes and best practices. 28. Serve as a guide and consultant for security related questions from users, analysts and administrators when dealing with large volume of sensitive data Documents Needed to Apply Resume and cover letter. Failure to upload required documentation may result in disqualification. About Sacramento State Sacramento State is located in the heart of California’s capital city, five miles from State Capitol. The lush, 300-acre campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the “Farm-to-Fork Capital,” is one of the most ethnically diverse and livable cities in the country, with a population of half of a million. Sacramento State is a Hispanic and AANAPISI serving institution with about 31,000 students coming not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1,800 faculty and 1,500 staff are committed to meeting our mission: “As California’s capital university, we transform lives by preparing students to lead, serve, and succeed. Sacramento State will be a welcoming, caring, and inclusive leader in education, innovation, and engagement.” As the regional hub of higher education, Sacramento State is dedicated to learning and student success ; teaching, research, scholarship and creative activity ; justice, diversity, equity and inclusion ; resource development and sustainability ; dedicated community engagement , and wellness and safety . As evidenced by the values embedded in our Hornet Honor Code , Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued. Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning. To learn more about why you should join the Hornet Family, please visit the Why Sac State? page. Equal Employment Opportunity California State University, Sacramento is an Affirmative Action/Equal Opportunity Employer and has a strong institutional commitment to the principle of diversity in all areas. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, sex, gender identity/expression, sexual orientation, pregnancy, genetic information, medical condition, marital status, veteran status, or disability. Sacramento State hires only those individuals who are lawfully authorized to accept employment in the United States. It is the policy of California State University, Sacramento to provide reasonable accommodations for qualified persons with disabilities who are employees or applicants for employment. If you need a disability related reasonable accommodation as part of the application and/or interviewing process, visit https://www.csus.edu/administration-business-affairs/human-resources/benefits/reasonable-accomodation.html . The University is committed to creating an education and working environment free from discrimination, sexual harassment, sexual violence, domestic violence, dating violence, and stalking. For more information on mandatory training for new employees, visit https://www.csus.edu/administration-business-affairs/human-resources/learning-development/csu-learn.html . Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Fire Safety Right-To-know Act Notification: Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act), the current Annual Security Report (ASR) is available for viewing at https://www.csus.edu/clery . The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Sacramento State for the last three (3) calendar years. Paper copies are available upon request from the Office of Clery Compliance & Training by emailing clery@csus.edu . Under the Clery Act, this position may be designated as a Campus Security Authority (CSA) depending upon the role on campus and/or job duties. If this position is identified by the Director of Clery Compliance & Training as a CSA position, you will be notified via email and will be assigned the appropriate training in CSU Learn. Background Check Disclaimer A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with California State University, Sacramento. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University, Sacramento employees who apply for the position. COVID19 Vaccination Policy Effective May 2023, per the CSU COVID-19 Vaccination Policy , it is strongly recommended that all California State University, Sacramento employees who are accessing office and campus facilities follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications. Out of State Employment Sacramento State University, as part of the CSU system, is a State of California Employer. As such, the University requires all employees (up)on date of hire to reside in the State of California. As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. Eligibility Verification Candidate must furnish proof of eligibility to work in the U.S. California State University, Sacramento is not a sponsoring agency for staff and management positions (ie. H-1-B Visa). Note to Applicants: Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement. Advertised: Jul 19 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Jul 20, 2024
Working Title: Strategic Data Analyst Classification Title: Analyst/Programmer - Career Posting Details Priority Application Deadline: Sunday, August 4th @ 11:55pm PST ( Posting will remain open until filled) Hiring Preference Eligible on-campus applicants in California State University Employees Union (CSUEU) Bargaining Units 2,5,7, and 9 will be given first consideration in the recruitment. Position Summary Under the general supervision of the Director of Institutional Research, Data and Analytics, the Strategic Data Analyst is responsible for playing a crucial role in analysis, planning, development, testing, training, implementation, and maintenance of complex business processes supported in the Oracle/PeopleSoft student system and third-party vendor software solutions that support and enhance the day-to-day operations and reporting and analysis for the University and other stakeholders. The Strategic Data Analyst will work collaboratively with the Data Visualization Analyst in the development and production of complex student data reports and analysis in support of the University goals and Graduation Initiatives. The Strategic Data Analyst is expected to provide strong leadership; ensure efficient and effective reporting of data; serve on University committees; represent the University at professional conferences and system meetings; and serve as a liaison with academic and administrative offices. FLSA : E xempt (Not eligible for overtime compensation) Anticipated Hiring Range : $6,500 per month - $10,000 per month CSU Classification Salary Range : $4,912 per month - $12,124 per month Best-in-class Benefits : Click here to learn more CSU Total Compensation : Click here to learn more Salary Grade/Range : 2 Recruitment Type : Regular (Probationary) Time Base : Full-Time Work Hours : 8am-5pm, Monday through Friday Department Information The mission of the Office of Institutional Research, Effectiveness, and Planning (OIREP) is to enhance University effectiveness with information and research to support planning and budgeting, assessment, accreditation, policy formation, and decision-making. OIREP strategic functions include: Data Collection and Management Data Restructure and Reporting Special Research and Policy Analyses For more information, please visit our website: https://www.csus.edu/president/institutional-research-effectiveness-planning Minimum Qualifications To enter this classification, a basic foundation of knowledge and skills in applications programming and systems analysis and related programming support functions is a prerequisite. This foundation would normally by obtained through a bachelor's degree, preferably in computer science or business, or equivalent training and applied experience. Foundation knowledge and skills for the Analyst/Programmer, depend on the position assignment, may include working knowledge of a specific industry standard applications programming language and knowledge of standard systems analysis techniques. Required Qualifications Education 1. Bachelor's Degree in computer science, education, information systems or related field from an accredited university or college, or equivalent training and applied experience. Experience 2. Extensive experience utilizing Oracle/PeopleSoft Student Administration system, Human Resources, Financial systems, or comparable systems. 3. Demonstrated experience in student information systems and knowledge of functional modules in the Human Resources, Student Administration student systems (Student Records, Campus Community, Catalog, Schedule, Self-Service, Academic Advising, Admissions, Recruitment, Financial Aid and/ or Student Financials). 4. Experience with database analysis, systems operations, database management, process development and project management. 5. Experience designing and presenting complex datasets in visually compelling formats, and integrating multiple data sources and database systems 6. Experience with enterprise level relational databases, Oracle, MS SQL Server and office applications utilizing Microsoft Office products, e.g. Access, Excel, PowerPoint, Visio; SharePoint and Adobe. 7. Experience working with large multi-dimensional data sets 8. Experience in the development of complex organizational data reports and analysis. 9. Direct functional experience with third party support software: College Scheduler, Illume, Smart Planner, Platinum Analytics, Ad-Astra, OnBase, Tableau, Power BI, Canvas, and Blackboard or comparable system. 10. Experience providing lead direction with project management and prioritizing tasks to meet deadlines. 11. Experience building collaborative working relationships across units 12. Experience leading business process improvement projects which include analysis, documentation and flowchart business processes. Knowledge, Skills, Abilities: 13. Ability to communicate effectively both orally and in writing. 14. Ability to effectively translate technical information and communications to various non-technical audiences. 15. Ability to research and analyze complex issues, demonstrate problem solving skills and provide clear and concise analysis, recommendations and solutions. 16. Ability to schedule and prioritize multiple projects and assigned work to meet deadlines 17. Ability to coordinate requirements gathering and report development. 18. Ability to function effectively under time constraints and rapidly changing priorities. 19. Strong interpersonal skills with the ability to collaborate with other divisions, academic affairs and departments and faculty. 20. Ability to work independently as well as foster a team environment. 21. Commitment to maintaining a welcoming and inclusive work environment with diverse colleagues and constituents including faculty, students, staff, and members of the community. Preferred Qualifications 22. 5 years in Higher Education experience in functional modules in the Oracle/PeopleSoft student system in an institution of higher education. 23. 5+ years of experience in functional modules in the Human Resources, Student Administration systems (Student Records, Campus Community, Catalog, Schedule, Self-Service, Academic Advising, Admissions, Recruitment, Financial Aid and/ or Student Financials). 24. Experience with program development, implementation and support of University goals and Graduation initiatives. 25. Thorough knowledge of California State University Chancellor Office Executive Orders and Coded Memorandum; Sacramento State academic and administrative polices and requirements, as well as State of California Title V Education Code and the Family Education Records and Privacy Act (FERPA). 26. Extensive knowledge of Chancellor's Office Executive Orders and Coded Memorandum. 27. Ability to lead and mentor team members on technical processes and best practices. 28. Serve as a guide and consultant for security related questions from users, analysts and administrators when dealing with large volume of sensitive data Documents Needed to Apply Resume and cover letter. Failure to upload required documentation may result in disqualification. About Sacramento State Sacramento State is located in the heart of California’s capital city, five miles from State Capitol. The lush, 300-acre campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the “Farm-to-Fork Capital,” is one of the most ethnically diverse and livable cities in the country, with a population of half of a million. Sacramento State is a Hispanic and AANAPISI serving institution with about 31,000 students coming not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1,800 faculty and 1,500 staff are committed to meeting our mission: “As California’s capital university, we transform lives by preparing students to lead, serve, and succeed. Sacramento State will be a welcoming, caring, and inclusive leader in education, innovation, and engagement.” As the regional hub of higher education, Sacramento State is dedicated to learning and student success ; teaching, research, scholarship and creative activity ; justice, diversity, equity and inclusion ; resource development and sustainability ; dedicated community engagement , and wellness and safety . As evidenced by the values embedded in our Hornet Honor Code , Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued. Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning. To learn more about why you should join the Hornet Family, please visit the Why Sac State? page. Equal Employment Opportunity California State University, Sacramento is an Affirmative Action/Equal Opportunity Employer and has a strong institutional commitment to the principle of diversity in all areas. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, sex, gender identity/expression, sexual orientation, pregnancy, genetic information, medical condition, marital status, veteran status, or disability. Sacramento State hires only those individuals who are lawfully authorized to accept employment in the United States. It is the policy of California State University, Sacramento to provide reasonable accommodations for qualified persons with disabilities who are employees or applicants for employment. If you need a disability related reasonable accommodation as part of the application and/or interviewing process, visit https://www.csus.edu/administration-business-affairs/human-resources/benefits/reasonable-accomodation.html . The University is committed to creating an education and working environment free from discrimination, sexual harassment, sexual violence, domestic violence, dating violence, and stalking. For more information on mandatory training for new employees, visit https://www.csus.edu/administration-business-affairs/human-resources/learning-development/csu-learn.html . Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Fire Safety Right-To-know Act Notification: Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act), the current Annual Security Report (ASR) is available for viewing at https://www.csus.edu/clery . The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Sacramento State for the last three (3) calendar years. Paper copies are available upon request from the Office of Clery Compliance & Training by emailing clery@csus.edu . Under the Clery Act, this position may be designated as a Campus Security Authority (CSA) depending upon the role on campus and/or job duties. If this position is identified by the Director of Clery Compliance & Training as a CSA position, you will be notified via email and will be assigned the appropriate training in CSU Learn. Background Check Disclaimer A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with California State University, Sacramento. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University, Sacramento employees who apply for the position. COVID19 Vaccination Policy Effective May 2023, per the CSU COVID-19 Vaccination Policy , it is strongly recommended that all California State University, Sacramento employees who are accessing office and campus facilities follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications. Out of State Employment Sacramento State University, as part of the CSU system, is a State of California Employer. As such, the University requires all employees (up)on date of hire to reside in the State of California. As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. Eligibility Verification Candidate must furnish proof of eligibility to work in the U.S. California State University, Sacramento is not a sponsoring agency for staff and management positions (ie. H-1-B Visa). Note to Applicants: Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement. Advertised: Jul 19 2024 Pacific Daylight Time Applications close: Closing Date/Time:
CSU, Sacramento
6000 J Street, Sacramento, CA 95819, USA
Working Title: Financial Aid Analyst Classification Title: Student Services Professional IB Posting Details Priority Application Date (Posting will remain open until filled): Tuesday, April 30th @ 11:55pm PDT Hiring Preference: Not Applicable Position Summary Under general supervision of the Assistant Director of Processing and Awarding, the Financial Aid Analyst - Student Services Professional IB performs professional student service assistance to students, parents and the general public regarding federal and state financial aid programs at Sacramento State. The incumbent performs thorough review of documentation required for and in accordance with all institutional policy and federal and state regulations. Assignments typically require the application of both knowledge and judgment in using the principles, techniques, standards, guides and professional skills characteristic of a particular student service program or activity. This generally requires analysis of individual student needs using established guidelines, regulations, and precedents. The purpose of this work is to assist students in making successful progress toward their degree objectives; to provide learning experiences which supplement those in the classroom; and to assist and encourage students to utilize effectively the knowledge, skills and abilities learned during their university careers. The incumbent is responsible for cyclical workloads comprised of verification (document review and completing needs analysis), award federal and state financial aid, monitor federal and state awards, and loan certification. The successful candidate will be able to perform in a fast-paced environment, managing multiple tasks with strict deadlines. The nature, variety and complexity of these duties requires frequent contact with students, parents, faculty and staff and the ability to interpret federal, state and program-specific rules and regulations, as well as ensure program compliance. The successful candidate will maintain knowledge of Title IV program rules and regulations, state grant requirements and institutional policies and procedures. Each staff member will develop, maintain and apply specific program area knowledge and expertise within one or more assigned program areas (ie: BIA, NCAA, PELL Grant, State Grant, Direct Loans) and be able to counsel students on University policy, when and where applicable. The Incumbent must exercise extreme discretion and adherence to regulations governing confidentiality and privacy of records (FERPA) is mandatory. The Incumbent will provide a high level of sensitivity and a professional demeanor when counseling students who are of varied age group, disability, diverse cultural and financial backgrounds often in highly stressful, emotionally charged situations. FLSA : Non-Exempt (Not eligible for overtime compensation) Anticipated Hiring Range : $4,269 per month (Anticipated hiring range is at the minimum of the Classification Salary Range) CSU Classification Salary Range : $4,269 per month - $6,040 per month Best-in-class Benefits : Click here to learn more CSU Total Compensation : Click here to learn more Salary Grade/Range : 2 Recruitment Type : Regular (Probationary) Time Base : Full-Time Pay Plan : 12 months Work Hours : Monday - Friday 8am - 5pm. Work hours may vary depending on department need. Department Information Our mission is to help students and their families search for, apply, receive and maintain eligibility for various types of financial aid. Financial aid education is offered through individual counseling, campus marketing activities and group presentations. Staff also undertakes research and resolution of individual student issues. The office strives to provide timely and accurate financial aid processing that is in full compliance with all federal, state and university regulations. For more information on Financial Aid, please visit: https://www.csus.edu/apply/financial-aid-scholarships/ Minimum Qualifications Knowledge and Abilities: Working knowledge of the methods and problems of organization and program management; research and interviewing techniques; principles of individual and group behavior; the ability to rapidly acquire such knowledge of the organization, procedures and activities of the specific campus to which the position is assigned; and the basic principles, practices and major trends in the Student Services field to which assigned. Ability to rapidly acquire a working knowledge of the specific objectives of the campus Student Services program and its relationship to the total campus operation; interpret and apply program rules and regulations; gather and analyze data; reason logically, draw valid conclusions and make appropriate recommendations; present clear and concise information orally and in written reports; and establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations and other private and public agencies. Experience: Possession of these knowledge and abilities is typically demonstrated through the equivalent of one year of experience in professional Student Services work at the entry trainee level. Equivalent amounts of graduate level job-related education may be substituted for the required experience. Education: Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration, or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown above may be substituted for the required education on a year-for-year basis. Required Qualifications Ability to work effectively in a fast-paced environment subject to frequent change Strong interpersonal skills and the ability to provide services to a diverse student population Excellent verbal and written communication skills and a demonstrated ability to communicate effectively in a diverse environment Proficiency using standard office software packages (e.g., Microsoft Office Suite) Familiarity working with school-based record/data systems/software (e.g., CMS, PeopleSoft) Ability to apply moderately complex rules, regulations and procedures Condition of Employment A background check must be satisfactorily completed post-conditional offer. Preferred Qualifications Experience advising students; either in a group or individual setting Knowledge of: (CMS) PeopleSoft, NSLDS ( National student loan data systems), COD ( Common Origination and Disbursement Systems), WebGrants, ELM (Electronic Loan Management), and Hyland OnBase Imaging System ( Or comparable Image & workflow software) Two or more years of experience working in a Financial Aid Office with direct experience performing verification and awarding student financial aid with specific Title IV programs, ie: Pell Grants, Direct Loans, or state aid such as Cal Grant) Documents Needed to Apply Resume Cover Letter Failure to upload required documentation may result in disqualification. About Sacramento State Sacramento State is located in the heart of California’s capital city, five miles from State Capitol. The lush, 300-acre campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the “Farm-to-Fork Capital,” is one of the most ethnically diverse and livable cities in the country, with a population of half of a million. Sacramento State is a Hispanic and AANAPISI serving institution with about 31,000 students coming not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1,800 faculty and 1,500 staff are committed to meeting our mission: “As California’s capital university, we transform lives by preparing students to lead, serve, and succeed. Sacramento State will be a welcoming, caring, and inclusive leader in education, innovation, and engagement.” As the regional hub of higher education, Sacramento State is dedicated to learning and student success ; teaching, research, scholarship and creative activity ; justice, diversity, equity and inclusion ; resource development and sustainability ; dedicated community engagement , and wellness and safety . As evidenced by the values embedded in our Hornet Honor Code , Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued. Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning. To learn more about why you should join the Hornet Family, please visit the Why Sac State? page. Equal Employment Opportunity California State University, Sacramento is an Affirmative Action/Equal Opportunity Employer and has a strong institutional commitment to the principle of diversity in all areas. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, sex, gender identity/expression, sexual orientation, pregnancy, genetic information, medical condition, marital status, veteran status, or disability. Sacramento State hires only those individuals who are lawfully authorized to accept employment in the United States. It is the policy of California State University, Sacramento to provide reasonable accommodations for qualified persons with disabilities who are employees or applicants for employment. If you need a disability related reasonable accommodation as part of the application and/or interviewing process, visit https://www.csus.edu/administration-business-affairs/human-resources/benefits/reasonable-accomodation.html . The University is committed to creating an education and working environment free from discrimination, sexual harassment, sexual violence, domestic violence, dating violence, and stalking. For more information on mandatory training for new employees, visit https://www.csus.edu/administration-business-affairs/human-resources/learning-development/csu-learn.html . Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Fire Safety Right-To-know Act Notification: Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the current Annual Security Report (ASR) is available for viewing at https://www.csus.edu/clery . The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Sacramento State for the last three (3) calendar years. Paper copies are available upon request at the Police Service Center located in the University Union. Background Check Disclaimer A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with California State University, Sacramento. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University, Sacramento employees who apply for the position. COVID19 Vaccination Policy Effective May 2023, per the CSU COVID-19 Vaccination Policy , it is strongly recommended that all California State University, Sacramento employees who are accessing office and campus facilities follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications. Out of State Employment Sacramento State University, as part of the CSU system, is a State of California Employer. As such, the University requires all employees (up)on date of hire to reside in the State of California. As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. Eligibility Verification Candidate must furnish proof of eligibility to work in the U.S. California State University, Sacramento is not a sponsoring agency for staff and management positions (ie. H-1-B Visa). Note to Applicants: Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement. Advertised: Apr 16 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Jul 14, 2024
Working Title: Financial Aid Analyst Classification Title: Student Services Professional IB Posting Details Priority Application Date (Posting will remain open until filled): Tuesday, April 30th @ 11:55pm PDT Hiring Preference: Not Applicable Position Summary Under general supervision of the Assistant Director of Processing and Awarding, the Financial Aid Analyst - Student Services Professional IB performs professional student service assistance to students, parents and the general public regarding federal and state financial aid programs at Sacramento State. The incumbent performs thorough review of documentation required for and in accordance with all institutional policy and federal and state regulations. Assignments typically require the application of both knowledge and judgment in using the principles, techniques, standards, guides and professional skills characteristic of a particular student service program or activity. This generally requires analysis of individual student needs using established guidelines, regulations, and precedents. The purpose of this work is to assist students in making successful progress toward their degree objectives; to provide learning experiences which supplement those in the classroom; and to assist and encourage students to utilize effectively the knowledge, skills and abilities learned during their university careers. The incumbent is responsible for cyclical workloads comprised of verification (document review and completing needs analysis), award federal and state financial aid, monitor federal and state awards, and loan certification. The successful candidate will be able to perform in a fast-paced environment, managing multiple tasks with strict deadlines. The nature, variety and complexity of these duties requires frequent contact with students, parents, faculty and staff and the ability to interpret federal, state and program-specific rules and regulations, as well as ensure program compliance. The successful candidate will maintain knowledge of Title IV program rules and regulations, state grant requirements and institutional policies and procedures. Each staff member will develop, maintain and apply specific program area knowledge and expertise within one or more assigned program areas (ie: BIA, NCAA, PELL Grant, State Grant, Direct Loans) and be able to counsel students on University policy, when and where applicable. The Incumbent must exercise extreme discretion and adherence to regulations governing confidentiality and privacy of records (FERPA) is mandatory. The Incumbent will provide a high level of sensitivity and a professional demeanor when counseling students who are of varied age group, disability, diverse cultural and financial backgrounds often in highly stressful, emotionally charged situations. FLSA : Non-Exempt (Not eligible for overtime compensation) Anticipated Hiring Range : $4,269 per month (Anticipated hiring range is at the minimum of the Classification Salary Range) CSU Classification Salary Range : $4,269 per month - $6,040 per month Best-in-class Benefits : Click here to learn more CSU Total Compensation : Click here to learn more Salary Grade/Range : 2 Recruitment Type : Regular (Probationary) Time Base : Full-Time Pay Plan : 12 months Work Hours : Monday - Friday 8am - 5pm. Work hours may vary depending on department need. Department Information Our mission is to help students and their families search for, apply, receive and maintain eligibility for various types of financial aid. Financial aid education is offered through individual counseling, campus marketing activities and group presentations. Staff also undertakes research and resolution of individual student issues. The office strives to provide timely and accurate financial aid processing that is in full compliance with all federal, state and university regulations. For more information on Financial Aid, please visit: https://www.csus.edu/apply/financial-aid-scholarships/ Minimum Qualifications Knowledge and Abilities: Working knowledge of the methods and problems of organization and program management; research and interviewing techniques; principles of individual and group behavior; the ability to rapidly acquire such knowledge of the organization, procedures and activities of the specific campus to which the position is assigned; and the basic principles, practices and major trends in the Student Services field to which assigned. Ability to rapidly acquire a working knowledge of the specific objectives of the campus Student Services program and its relationship to the total campus operation; interpret and apply program rules and regulations; gather and analyze data; reason logically, draw valid conclusions and make appropriate recommendations; present clear and concise information orally and in written reports; and establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations and other private and public agencies. Experience: Possession of these knowledge and abilities is typically demonstrated through the equivalent of one year of experience in professional Student Services work at the entry trainee level. Equivalent amounts of graduate level job-related education may be substituted for the required experience. Education: Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration, or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown above may be substituted for the required education on a year-for-year basis. Required Qualifications Ability to work effectively in a fast-paced environment subject to frequent change Strong interpersonal skills and the ability to provide services to a diverse student population Excellent verbal and written communication skills and a demonstrated ability to communicate effectively in a diverse environment Proficiency using standard office software packages (e.g., Microsoft Office Suite) Familiarity working with school-based record/data systems/software (e.g., CMS, PeopleSoft) Ability to apply moderately complex rules, regulations and procedures Condition of Employment A background check must be satisfactorily completed post-conditional offer. Preferred Qualifications Experience advising students; either in a group or individual setting Knowledge of: (CMS) PeopleSoft, NSLDS ( National student loan data systems), COD ( Common Origination and Disbursement Systems), WebGrants, ELM (Electronic Loan Management), and Hyland OnBase Imaging System ( Or comparable Image & workflow software) Two or more years of experience working in a Financial Aid Office with direct experience performing verification and awarding student financial aid with specific Title IV programs, ie: Pell Grants, Direct Loans, or state aid such as Cal Grant) Documents Needed to Apply Resume Cover Letter Failure to upload required documentation may result in disqualification. About Sacramento State Sacramento State is located in the heart of California’s capital city, five miles from State Capitol. The lush, 300-acre campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the “Farm-to-Fork Capital,” is one of the most ethnically diverse and livable cities in the country, with a population of half of a million. Sacramento State is a Hispanic and AANAPISI serving institution with about 31,000 students coming not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1,800 faculty and 1,500 staff are committed to meeting our mission: “As California’s capital university, we transform lives by preparing students to lead, serve, and succeed. Sacramento State will be a welcoming, caring, and inclusive leader in education, innovation, and engagement.” As the regional hub of higher education, Sacramento State is dedicated to learning and student success ; teaching, research, scholarship and creative activity ; justice, diversity, equity and inclusion ; resource development and sustainability ; dedicated community engagement , and wellness and safety . As evidenced by the values embedded in our Hornet Honor Code , Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued. Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning. To learn more about why you should join the Hornet Family, please visit the Why Sac State? page. Equal Employment Opportunity California State University, Sacramento is an Affirmative Action/Equal Opportunity Employer and has a strong institutional commitment to the principle of diversity in all areas. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, sex, gender identity/expression, sexual orientation, pregnancy, genetic information, medical condition, marital status, veteran status, or disability. Sacramento State hires only those individuals who are lawfully authorized to accept employment in the United States. It is the policy of California State University, Sacramento to provide reasonable accommodations for qualified persons with disabilities who are employees or applicants for employment. If you need a disability related reasonable accommodation as part of the application and/or interviewing process, visit https://www.csus.edu/administration-business-affairs/human-resources/benefits/reasonable-accomodation.html . The University is committed to creating an education and working environment free from discrimination, sexual harassment, sexual violence, domestic violence, dating violence, and stalking. For more information on mandatory training for new employees, visit https://www.csus.edu/administration-business-affairs/human-resources/learning-development/csu-learn.html . Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Fire Safety Right-To-know Act Notification: Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the current Annual Security Report (ASR) is available for viewing at https://www.csus.edu/clery . The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Sacramento State for the last three (3) calendar years. Paper copies are available upon request at the Police Service Center located in the University Union. Background Check Disclaimer A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with California State University, Sacramento. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University, Sacramento employees who apply for the position. COVID19 Vaccination Policy Effective May 2023, per the CSU COVID-19 Vaccination Policy , it is strongly recommended that all California State University, Sacramento employees who are accessing office and campus facilities follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications. Out of State Employment Sacramento State University, as part of the CSU system, is a State of California Employer. As such, the University requires all employees (up)on date of hire to reside in the State of California. As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. Eligibility Verification Candidate must furnish proof of eligibility to work in the U.S. California State University, Sacramento is not a sponsoring agency for staff and management positions (ie. H-1-B Visa). Note to Applicants: Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement. Advertised: Apr 16 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Introduction THIS IS A NEW ASSEMBLED EXAMINATION. The eligible list resulting from this examination will cancel any existing list and may last approximately one year but can be extended. Applications must be submitted to the Human Resource Services Department by 5:00 p.m. on the Last Day for Filing. APPLICATIONS WILL ONLY BE ACCEPTED ONLINE. DESCRIPTION ABOUT ALAMEDA COUNTY Alameda County is the seventh most populous county in California and is characterized by its rich diversity and culture as one of the most ethnically diverse regions in the Bay Area and the nation. It is home to over 1.6 million people living in 14 incorporated cities as well as in six unincorporated communities and rural areas throughout the 821 square miles of the County. The County enjoys a varied geography ranging from urban marinas to rolling open spaces to hillside lakes and streams. ABOUT THE ALAMEDA COUNTY ADMINISTRATOR'S OFFICE The County Administrator is responsible for the implementation of policies and decisions of the Board of Supervisors. The County Administrator's Office is composed of six units that provide and oversee programs serving the entire County. These units include Intergovernmental Affairs and Civic Engagement, Budget, Finance, Clerk of the Board of Supervisors, East Bay Economic Development Alliance, and Risk Management. The Alameda County Administrator's Office's Mission, Vision and Values are as follows: - Our Mission To enrich the lives of Alameda County residents through visionary policies and accessible, responsive, and effective services. - Our Vision Alameda County is recognized as one of the best counties in which to live, work and do business. - Our Values Integrity, honesty, respect, fiscal stewardship, commitment, accessibility, responsiveness, leadership, teamwork, diversity, environmental stewardship, social responsibility, and compassion. To learn more about the County Administrator's Office, please visit its website at: http://www.acgov.org/cao/services.htm THE VACANCIES Administrative Analysts perform a wide range of detailed and complex professional level analytical work in various program and functional areas. Incumbents perform administrative, systems, statistical and management analysis and make recommendations on Countywide and departmental organizational, budgetary, staffing, and programmatic issues and requests. Incumbents assist in the development, analysis and recommendation of Countywide policy and procedure. Incumbents play a key role in the assessment and analyses of County departments’ annual and mid-year budget requests/changes and make appropriate recommendations to the County Administrator. Incumbents will also analyze, and provide recommendations on policy, administrative, organizational, fiscal and operating issues, revenue enhancement initiatives, challenges and impacts in all assignments as well as in specific program areas, but not limited to Social Services, Public Safety, Health Care, Cable Franchise Authority, Grants Administration, Community Relations, Legislative Analysis, Countywide Budget Coordination, Capital Projects Plan Development, Debt Financing, and FEMA Coordination. Incumbents will coordinate the efforts of assigned county agencies and departments, manage special projects, and represent the County Administrator's Office in interacting with the County Board of Supervisors and their staff, County departments, other agencies, Community-Based Organizations, community groups or members of the public; and do related work as required. Administrative Analysts teams are assigned work in the following four areas: The BUDGET , PERFORMANCE & POLICY and BUDGET & FINANCE teams are responsible for assisting the County Administrator with preparation and management of the county budget, review and analysis of organizational performance and the assessment and development of policy recommendations. Team members provide budgetary, performance and policy recommendations across Countywide programs including health, safety, economic assistance and government operations. These teams are also responsible for exploring and analyzing revenue enhancement opportunities, and the development of financial forecast models. The Budget & Finance team is responsible for management of Public Financing for the County; monitors, analyzes and makes recommendations regarding financing options for County capital and program needs; manages all debt transactions; monitors all current debt; prepares and submits all required disclosures information; prepares the County's five-year Capital plan. The INTERGOVERNMENTAL AFFAIRS & CIVIC ENGAGEMENT (IACE) team is responsible for ensuring the County's legislative interests are represented at the State, federal and local levels; development of the annual legislative platform and analysis of legislation for impact to County programs. The team coordinates the County's public information activities, manages grant activities and Countywide projects, and develops and implements educational programs to raise awareness of County programs and services. The team provides support to the Local Agency Formation Commission. This general recruitment process will establish an eligible list that will be used to fill vacancies in the County Administrator's Office but are not limited to the program areas listed above. To review the complete job description, please visit our website: www.acgov.org/hrs THE IDEAL CANDIDATE The County Administrator’s Office is searching for individuals who have a commitment to excellence, self-directed problem-solvers with high standards for quality and an avid commitment to public service. In addition to meeting the minimum qualifications of the position, the ideal candidate will possess the following critical attributes, which include: A track record of providing high quality public service with a commitment to the ideals of implementing visionary policies and practices that reinforce strong dedication to the community; A strong understanding of local government programs and passion to provide high quality public service; Adept in identifying opportunities and taking action to build strategic relationships to help achieve business goals; A strategic thinker who can determine long-term goals as well as identify and design the best approach for achievement; Possess the ability to identify and understand complex problems and concepts, apply logical thinking and quantitative methods of gathering and analyzing information, make decisions and exercise good judgment based on available data, design solutions to problems, formulate and articulate action plans proactively and collaboratively; A solid leader who leads through aligning the organization’s vision and values and manages work groups by inspiring and advising subordinates, facilitating goal accomplishment and tracking and evaluating performance to ensure success; Exceptional communication skills , both written and oral, and the ability to communicate effectively with diverse audiences and in a variety of contexts; The ability to continue to be effective, proactive, and innovative while dealing with changing priorities and deadlines; Strong organizational skills , including the ability to prioritize tasks and work on multiple projects simultaneously; Politically astute , possessing the skills necessary for identifying, navigating and successfully interacting within the dynamics of the organization while maintaining sensitivity to the competing needs of a wide variety of internal and external stakeholders; Develops and maintains effective relationships with others ; relates well to people from diverse backgrounds and in different situations; shows understanding, courtesy, tact, empathy, concern, and politeness; Focuses on desired results and sets and achieves challenging goals; A self-starter who consistently demonstrates a willingness to commit to one's work and to invest one’s time, talent, and best efforts in accomplishing organizational goals. MINIMUM QUALIFICATIONS Administrative Analyst: Either I The equivalent of one year of full-time experience in the class of Assistant Administrative Analyst or any equivalent or higher paying class in the Alameda County classified service that will demonstrate possession of the core competencies/knowledge and abilities described below (non-classified service includes District Attorney’s Office, Hospital Authority, and the Consolidated Courts), AND The equivalent of one additional year of full-time experience in a position requiring the use of the core competencies/knowledge and abilities described below. Or II Possession of a Baccalaureate degree from an accredited college or university, and the equivalent of two years of verifiable full time experience performing professional-level analytical work, with primary responsibility for performing duties in one or more of the following functional areas: administrative policy analysis, legislative analysis, economic analysis, budgetary analysis, complex financial/fiscal analysis and reporting, development/administration and management of contractual agreements and grants. Or III Possession of a graduate degree (Master's degree or higher) from an accredited college or university; and the equivalent of one year of verifiable full time experience performing professional-level analytical work, with duties equivalent in one or more of the following functional areas: administrative policy analysis, legislative analysis, economic analysis, budgetary analysis, complex financial/fiscal analysis and reporting, development/administration and management of contractual agreements and grants. SUBSTITUTION OF RELEVANT EDUCATION FOR EXPERIENCE (applies to Minimum Qualification pattern #II ABOVE ONLY): Unless otherwise provided for in the examination bulletin: a) all applicants seeking to use education as a substitution for the required experience as defined in pattern #2 below must submit a transcript with their application for consideration; b) County of Alameda employees seeking to use substitution pattern # 1 below must submit proof of completion of the LDP with their application. 1. For current County of Alameda employees, graduation from the County’s Leadership Development Program (LDP) may substitute for up to six months of qualifying experience. 2. Applicants who possess a baccalaureate or graduate degree and have completed 30 semester/45 quarter units of coursework from an accredited college or university in specialized subject matter areas such as public or business administration, management, business law, contract law, public policy, urban studies, economics, statistical analysis, finance, accounting or a closely related field of study may substitute this specialized coursework for six months of the required experience. SUBSTITUTION OF QUALIFYING WORK EXPERIENCE FOR REQUIRED EDUCATION (applies to Minimum Qualification pattern #II ABOVE ONLY): 1. Applicants who possess an Associate degree, or who have completed a minimum of 60 semester/90 quarter units from an accredited college or university, may substitute additional qualifying work experience as described above for up to two years of the required baccalaureate-level education. One year (equivalent of 2080 hours) of additional qualifying experience as defined above in Minimum Qualifications pattern # II will be considered equivalent to 30 semester units/45 quarter units. The completed course work leading to the Associate degree must be in college-level academic areas related to the essential functions of this job classification and leading toward possession of a baccalaureate degree from an accredited college or university. SPECIAL REQUIREMENTS • Incumbents in this classification may be required to represent the County Administrator and/or the County Administrator’s Office on some evenings and weekends. • Incumbents may be assigned lead responsibilities for some short or long term projects. • An incumbent may be assigned lead responsibility as administrator or lead analyst for support of the Countywide budget system. • Incumbents in this classification may be required to work some evenings and weekends. NOTE: The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination. KNOWLEDGE AND SKILLS CORE COMPETENCIES, KNOWLEDGE AND ABILITIES NOTE: The level and scope of the following knowledge and abilities are related to duties listed under the "Examples of Duties" section of this specification. Knowledge of: • Principles and practices of public administration, organization, and management. • Research techniques and sources of information and data applicable to public sector programs and services. • Principles, practices and trends related to public sector budgeting and funding sources. • Statistical and analytical techniques. • Acceptable fiscal and financial analytical practices and principles • Spreadsheets and databases to manage and analyze data. Ability to: • Identify research and gather relevant information from a variety of sources. • Read and interpret complex written materials, policies, regulations and requirements. • Analyze and evaluate data, procedures, interrelated processes and other information. • Formulate conclusions and/or alternatives and develop effective recommendations. • Use work-related computer applications, including e-mail, word processing, spreadsheets, databases and the Internet. • Prepare well-organized and accurate documents such as reports, memos, and correspondence. • Synthesize ideas, analysis and factual information and conclusions into clear and logical written statements. • Speak clearly and concisely in order to express ideas and communicate work-related information to a variety of individuals and/or groups. • Listen, ask appropriate questions and effectively elicit required information. • Establish and maintain effective working relationships with staff, officials and the general public, including a variety of individuals and groups. • Exercise sound judgment in critical situations when direction or supervision may not be available. • Identify critical sources of information and data needed to make sound and well reasoned decisions. • Effectively manage multiple priorities that may have conflicting time frames and identify and communicate solutions. • Demonstrate interpersonal sensitivity among diverse groups of County and external stakeholders. • Work effectively as a team member with peer, subordinate and management team members. • Learn to make effective use of information and reports from software and systems related to performance of the duties of this classification. • Recognize and demonstrate the application of appropriate business and political acumen. • Be flexible to changing conditions and circumstances with short notice. EXAMINATION COMPONENTS THE EXAMINATION WILL CONSIST OF the following steps: A review of candidates' applications to verify possession of minimum requirements. Those candidates who possess the minimum requirements for the class will move on to the next step in the examination process; A review of candidates’ Supplemental Questionnaires to select the best qualified applicants to continue in the process; An oral interview which will be weighted as 100% of the candidate's final examination score. The oral interview may contain situational exercises. ** CANDIDATES MUST ATTAIN A QUALIFYING RATING ON EACH PORTION OF THIS EXAMINATION. ** We reserve the right to make changes to the announced examination components. Alameda County utilizes a Civil Service Selection System founded on merit. Such a system is competitive and based on broad recruitment efforts and equal opportunity for qualified applicants to test in an examination process designed to determine the qualifications, fitness and ability of competitors to perform duties of the vacant position. Many of our recruitments are targeted and specific to the needs of a current vacant position, in which case, the eligible list may be exclusively used for that current vacant position. Other recruitments may be more broadly used for both current and future vacancies, or for other alternate jobs with comparable scopes of work. To learn more about our recruitment and selection process, please visit the “What You Need to Know” section of our website, www.acgov.org/hrs RECRUITMENT AND SELECTION PLAN Applicants will be informed via email with reasonable notice in advance of any examination process which will require their attendance.The following dates aretentativeand subject to change based on the needs of the Agency. TENTATIVE RECRUITMENT PLAN: Deadline for Filing: 5:00 PM Friday July 26, 2024 Review of Minimum Qualifications: July 27, 2024 Screening for Best Qualified: July 29, 2024 Civil Service Oral Interview: Week of August 5, 2024 TENTATIVE SELECTION PLAN: Departmental Hiring Interviews TBD WE RESERVE THE RIGHT TO MAKE CHANGES TO THE ANNOUNCED RECRUITMENT & SELECTION PLAN Alameda County and the Human Resource Services Department will make reasonable efforts in the examination and/or selection process to accommodate qualified individuals with disabilities and/or medical conditions in accordance/compliance with the State Fair Employment and Housing Act (FEHA), Federal Americans with Disabilities Act (ADA) Alameda County’s Reasonable Accommodation Policy and applicable statutes. To request an accommodation due to a disability/medical condition during this or other phases of the examination/selection process, please contact the assigned Human Resources Representative listed on the job announcementbefore the last date offiling. Alameda County requires applicants to provide supporting documentation to substantiate a request for reasonable accommodation. In order to qualify for a reasonable accommodation, applicants must have a disability/medical condition pursuant to the ADA, FEHA and applicable statutes. For more information regarding our Reasonable Accommodation procedures, please visit our website:www.acgov.org/hrs BENEFITS Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employee discount, fitness and health screening programs focused on overall well being. These benefits include but are not limited to*: For your Health & Well-Being Medical - HMO & PPO Plans Dental - HMO & PPO Plans Vision or Vision Reimbursement Share the Savings Basic Life Insurance Supplemental Life Insurance (with optional dependent coverage for eligible employees) Accidental Death and Dismemberment Insurance County Allowance Credit Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance Short-Term Disability Insurance Long-Term Disability Insurance Voluntary Benefits - Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services Employee Assistance Program For your Financial Future Retirement Plan - (Defined Benefit Pension Plan) Deferred Compensation Plan (457 Plan or Roth Plan) For your Work/Life Balance 12 paid holidays Floating Holidays Vacation and sick leave accrual Vacation purchase program Management Paid Leave** Catastrophic Sick Leave Group Auto/Home Insurance Pet Insurance Commuter Benefits Program Guaranteed Ride Home Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts) Employee Discount Program (e.g. theme parks, cell phone, etc.) Child Care Resources 1 st United Services Credit Union *Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement. This provides a brief summary of the benefits offered and can be subject to change. ** Non-exempt management employees are entitled to up to three days of management paid leave. Exempt management employees are entitled to up to seven days of management paid leave. Conclusion All notices related to County recruitments for which you have applied will be sent/delivered via email. Notices will be sent from Noreply@jobaps.com . Please add @jobaps.comand Noreply@jobaps.com as accepted addresses to any email blocking or spam filtering program you may use. If you do not do this, your email blocking or spam filtering program may block receipt of the notices regarding your application for recruitments. You are also strongly advised to regularly log into your County of Alameda online application account to check for notices that may have been sent to you. All email notices that will be sent to you will also be kept in your personal online application account. You will be able to view all of your notices in your online application account by clicking on the 'My applications' button on the Current Job Openings page and clicking on the link 'last notice sent' for the respective recruitment. Please take the steps recommended above to ensure you do not miss any notices about a recruitment for which you have applied. The County of Alameda is not responsible for notices that are not read, received or accessed by any applicant for a County recruitment. NOTE: All notices are generated through an automated email notification system. Replies to the email box NoReply@jobaps.com are routed to an unmonitored mailbox. If you have questions, please go to our website at www.acgov.org/hrs . You may also contact the Human Resources Analyst listed on the job announcement for the recruitment for which you have applied. Sam Gee, HR Division Manager Human Resource Services, County of Alameda Samson.Gee @acgov.org DISASTER SERVICE WORKER All Alameda County employees are designated Disaster Service Workers through state and local law. Employment with the County requires the affirmation of a loyalty oath to this effect. Employees are required to report to work as ordered in the event of an emergency. EQUAL EMPLOYMENT OPPORTUNITY Alameda County has a diverse workforce, that is representative of the communities we serve, and is proud to be an equal opportunity employer. All aspects of employment are based on merit, competence, performance and business need. Alameda County does not discriminate in employment on the basis of, race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors protected under federal, state and local law. Alameda County celebrates diversity and is committed to creating an inclusive, and welcoming workplace environment. Closing Date/Time: 7/26/2024 5:00:00 PM
Jul 13, 2024
Full Time
Introduction THIS IS A NEW ASSEMBLED EXAMINATION. The eligible list resulting from this examination will cancel any existing list and may last approximately one year but can be extended. Applications must be submitted to the Human Resource Services Department by 5:00 p.m. on the Last Day for Filing. APPLICATIONS WILL ONLY BE ACCEPTED ONLINE. DESCRIPTION ABOUT ALAMEDA COUNTY Alameda County is the seventh most populous county in California and is characterized by its rich diversity and culture as one of the most ethnically diverse regions in the Bay Area and the nation. It is home to over 1.6 million people living in 14 incorporated cities as well as in six unincorporated communities and rural areas throughout the 821 square miles of the County. The County enjoys a varied geography ranging from urban marinas to rolling open spaces to hillside lakes and streams. ABOUT THE ALAMEDA COUNTY ADMINISTRATOR'S OFFICE The County Administrator is responsible for the implementation of policies and decisions of the Board of Supervisors. The County Administrator's Office is composed of six units that provide and oversee programs serving the entire County. These units include Intergovernmental Affairs and Civic Engagement, Budget, Finance, Clerk of the Board of Supervisors, East Bay Economic Development Alliance, and Risk Management. The Alameda County Administrator's Office's Mission, Vision and Values are as follows: - Our Mission To enrich the lives of Alameda County residents through visionary policies and accessible, responsive, and effective services. - Our Vision Alameda County is recognized as one of the best counties in which to live, work and do business. - Our Values Integrity, honesty, respect, fiscal stewardship, commitment, accessibility, responsiveness, leadership, teamwork, diversity, environmental stewardship, social responsibility, and compassion. To learn more about the County Administrator's Office, please visit its website at: http://www.acgov.org/cao/services.htm THE VACANCIES Administrative Analysts perform a wide range of detailed and complex professional level analytical work in various program and functional areas. Incumbents perform administrative, systems, statistical and management analysis and make recommendations on Countywide and departmental organizational, budgetary, staffing, and programmatic issues and requests. Incumbents assist in the development, analysis and recommendation of Countywide policy and procedure. Incumbents play a key role in the assessment and analyses of County departments’ annual and mid-year budget requests/changes and make appropriate recommendations to the County Administrator. Incumbents will also analyze, and provide recommendations on policy, administrative, organizational, fiscal and operating issues, revenue enhancement initiatives, challenges and impacts in all assignments as well as in specific program areas, but not limited to Social Services, Public Safety, Health Care, Cable Franchise Authority, Grants Administration, Community Relations, Legislative Analysis, Countywide Budget Coordination, Capital Projects Plan Development, Debt Financing, and FEMA Coordination. Incumbents will coordinate the efforts of assigned county agencies and departments, manage special projects, and represent the County Administrator's Office in interacting with the County Board of Supervisors and their staff, County departments, other agencies, Community-Based Organizations, community groups or members of the public; and do related work as required. Administrative Analysts teams are assigned work in the following four areas: The BUDGET , PERFORMANCE & POLICY and BUDGET & FINANCE teams are responsible for assisting the County Administrator with preparation and management of the county budget, review and analysis of organizational performance and the assessment and development of policy recommendations. Team members provide budgetary, performance and policy recommendations across Countywide programs including health, safety, economic assistance and government operations. These teams are also responsible for exploring and analyzing revenue enhancement opportunities, and the development of financial forecast models. The Budget & Finance team is responsible for management of Public Financing for the County; monitors, analyzes and makes recommendations regarding financing options for County capital and program needs; manages all debt transactions; monitors all current debt; prepares and submits all required disclosures information; prepares the County's five-year Capital plan. The INTERGOVERNMENTAL AFFAIRS & CIVIC ENGAGEMENT (IACE) team is responsible for ensuring the County's legislative interests are represented at the State, federal and local levels; development of the annual legislative platform and analysis of legislation for impact to County programs. The team coordinates the County's public information activities, manages grant activities and Countywide projects, and develops and implements educational programs to raise awareness of County programs and services. The team provides support to the Local Agency Formation Commission. This general recruitment process will establish an eligible list that will be used to fill vacancies in the County Administrator's Office but are not limited to the program areas listed above. To review the complete job description, please visit our website: www.acgov.org/hrs THE IDEAL CANDIDATE The County Administrator’s Office is searching for individuals who have a commitment to excellence, self-directed problem-solvers with high standards for quality and an avid commitment to public service. In addition to meeting the minimum qualifications of the position, the ideal candidate will possess the following critical attributes, which include: A track record of providing high quality public service with a commitment to the ideals of implementing visionary policies and practices that reinforce strong dedication to the community; A strong understanding of local government programs and passion to provide high quality public service; Adept in identifying opportunities and taking action to build strategic relationships to help achieve business goals; A strategic thinker who can determine long-term goals as well as identify and design the best approach for achievement; Possess the ability to identify and understand complex problems and concepts, apply logical thinking and quantitative methods of gathering and analyzing information, make decisions and exercise good judgment based on available data, design solutions to problems, formulate and articulate action plans proactively and collaboratively; A solid leader who leads through aligning the organization’s vision and values and manages work groups by inspiring and advising subordinates, facilitating goal accomplishment and tracking and evaluating performance to ensure success; Exceptional communication skills , both written and oral, and the ability to communicate effectively with diverse audiences and in a variety of contexts; The ability to continue to be effective, proactive, and innovative while dealing with changing priorities and deadlines; Strong organizational skills , including the ability to prioritize tasks and work on multiple projects simultaneously; Politically astute , possessing the skills necessary for identifying, navigating and successfully interacting within the dynamics of the organization while maintaining sensitivity to the competing needs of a wide variety of internal and external stakeholders; Develops and maintains effective relationships with others ; relates well to people from diverse backgrounds and in different situations; shows understanding, courtesy, tact, empathy, concern, and politeness; Focuses on desired results and sets and achieves challenging goals; A self-starter who consistently demonstrates a willingness to commit to one's work and to invest one’s time, talent, and best efforts in accomplishing organizational goals. MINIMUM QUALIFICATIONS Administrative Analyst: Either I The equivalent of one year of full-time experience in the class of Assistant Administrative Analyst or any equivalent or higher paying class in the Alameda County classified service that will demonstrate possession of the core competencies/knowledge and abilities described below (non-classified service includes District Attorney’s Office, Hospital Authority, and the Consolidated Courts), AND The equivalent of one additional year of full-time experience in a position requiring the use of the core competencies/knowledge and abilities described below. Or II Possession of a Baccalaureate degree from an accredited college or university, and the equivalent of two years of verifiable full time experience performing professional-level analytical work, with primary responsibility for performing duties in one or more of the following functional areas: administrative policy analysis, legislative analysis, economic analysis, budgetary analysis, complex financial/fiscal analysis and reporting, development/administration and management of contractual agreements and grants. Or III Possession of a graduate degree (Master's degree or higher) from an accredited college or university; and the equivalent of one year of verifiable full time experience performing professional-level analytical work, with duties equivalent in one or more of the following functional areas: administrative policy analysis, legislative analysis, economic analysis, budgetary analysis, complex financial/fiscal analysis and reporting, development/administration and management of contractual agreements and grants. SUBSTITUTION OF RELEVANT EDUCATION FOR EXPERIENCE (applies to Minimum Qualification pattern #II ABOVE ONLY): Unless otherwise provided for in the examination bulletin: a) all applicants seeking to use education as a substitution for the required experience as defined in pattern #2 below must submit a transcript with their application for consideration; b) County of Alameda employees seeking to use substitution pattern # 1 below must submit proof of completion of the LDP with their application. 1. For current County of Alameda employees, graduation from the County’s Leadership Development Program (LDP) may substitute for up to six months of qualifying experience. 2. Applicants who possess a baccalaureate or graduate degree and have completed 30 semester/45 quarter units of coursework from an accredited college or university in specialized subject matter areas such as public or business administration, management, business law, contract law, public policy, urban studies, economics, statistical analysis, finance, accounting or a closely related field of study may substitute this specialized coursework for six months of the required experience. SUBSTITUTION OF QUALIFYING WORK EXPERIENCE FOR REQUIRED EDUCATION (applies to Minimum Qualification pattern #II ABOVE ONLY): 1. Applicants who possess an Associate degree, or who have completed a minimum of 60 semester/90 quarter units from an accredited college or university, may substitute additional qualifying work experience as described above for up to two years of the required baccalaureate-level education. One year (equivalent of 2080 hours) of additional qualifying experience as defined above in Minimum Qualifications pattern # II will be considered equivalent to 30 semester units/45 quarter units. The completed course work leading to the Associate degree must be in college-level academic areas related to the essential functions of this job classification and leading toward possession of a baccalaureate degree from an accredited college or university. SPECIAL REQUIREMENTS • Incumbents in this classification may be required to represent the County Administrator and/or the County Administrator’s Office on some evenings and weekends. • Incumbents may be assigned lead responsibilities for some short or long term projects. • An incumbent may be assigned lead responsibility as administrator or lead analyst for support of the Countywide budget system. • Incumbents in this classification may be required to work some evenings and weekends. NOTE: The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination. KNOWLEDGE AND SKILLS CORE COMPETENCIES, KNOWLEDGE AND ABILITIES NOTE: The level and scope of the following knowledge and abilities are related to duties listed under the "Examples of Duties" section of this specification. Knowledge of: • Principles and practices of public administration, organization, and management. • Research techniques and sources of information and data applicable to public sector programs and services. • Principles, practices and trends related to public sector budgeting and funding sources. • Statistical and analytical techniques. • Acceptable fiscal and financial analytical practices and principles • Spreadsheets and databases to manage and analyze data. Ability to: • Identify research and gather relevant information from a variety of sources. • Read and interpret complex written materials, policies, regulations and requirements. • Analyze and evaluate data, procedures, interrelated processes and other information. • Formulate conclusions and/or alternatives and develop effective recommendations. • Use work-related computer applications, including e-mail, word processing, spreadsheets, databases and the Internet. • Prepare well-organized and accurate documents such as reports, memos, and correspondence. • Synthesize ideas, analysis and factual information and conclusions into clear and logical written statements. • Speak clearly and concisely in order to express ideas and communicate work-related information to a variety of individuals and/or groups. • Listen, ask appropriate questions and effectively elicit required information. • Establish and maintain effective working relationships with staff, officials and the general public, including a variety of individuals and groups. • Exercise sound judgment in critical situations when direction or supervision may not be available. • Identify critical sources of information and data needed to make sound and well reasoned decisions. • Effectively manage multiple priorities that may have conflicting time frames and identify and communicate solutions. • Demonstrate interpersonal sensitivity among diverse groups of County and external stakeholders. • Work effectively as a team member with peer, subordinate and management team members. • Learn to make effective use of information and reports from software and systems related to performance of the duties of this classification. • Recognize and demonstrate the application of appropriate business and political acumen. • Be flexible to changing conditions and circumstances with short notice. EXAMINATION COMPONENTS THE EXAMINATION WILL CONSIST OF the following steps: A review of candidates' applications to verify possession of minimum requirements. Those candidates who possess the minimum requirements for the class will move on to the next step in the examination process; A review of candidates’ Supplemental Questionnaires to select the best qualified applicants to continue in the process; An oral interview which will be weighted as 100% of the candidate's final examination score. The oral interview may contain situational exercises. ** CANDIDATES MUST ATTAIN A QUALIFYING RATING ON EACH PORTION OF THIS EXAMINATION. ** We reserve the right to make changes to the announced examination components. Alameda County utilizes a Civil Service Selection System founded on merit. Such a system is competitive and based on broad recruitment efforts and equal opportunity for qualified applicants to test in an examination process designed to determine the qualifications, fitness and ability of competitors to perform duties of the vacant position. Many of our recruitments are targeted and specific to the needs of a current vacant position, in which case, the eligible list may be exclusively used for that current vacant position. Other recruitments may be more broadly used for both current and future vacancies, or for other alternate jobs with comparable scopes of work. To learn more about our recruitment and selection process, please visit the “What You Need to Know” section of our website, www.acgov.org/hrs RECRUITMENT AND SELECTION PLAN Applicants will be informed via email with reasonable notice in advance of any examination process which will require their attendance.The following dates aretentativeand subject to change based on the needs of the Agency. TENTATIVE RECRUITMENT PLAN: Deadline for Filing: 5:00 PM Friday July 26, 2024 Review of Minimum Qualifications: July 27, 2024 Screening for Best Qualified: July 29, 2024 Civil Service Oral Interview: Week of August 5, 2024 TENTATIVE SELECTION PLAN: Departmental Hiring Interviews TBD WE RESERVE THE RIGHT TO MAKE CHANGES TO THE ANNOUNCED RECRUITMENT & SELECTION PLAN Alameda County and the Human Resource Services Department will make reasonable efforts in the examination and/or selection process to accommodate qualified individuals with disabilities and/or medical conditions in accordance/compliance with the State Fair Employment and Housing Act (FEHA), Federal Americans with Disabilities Act (ADA) Alameda County’s Reasonable Accommodation Policy and applicable statutes. To request an accommodation due to a disability/medical condition during this or other phases of the examination/selection process, please contact the assigned Human Resources Representative listed on the job announcementbefore the last date offiling. Alameda County requires applicants to provide supporting documentation to substantiate a request for reasonable accommodation. In order to qualify for a reasonable accommodation, applicants must have a disability/medical condition pursuant to the ADA, FEHA and applicable statutes. For more information regarding our Reasonable Accommodation procedures, please visit our website:www.acgov.org/hrs BENEFITS Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employee discount, fitness and health screening programs focused on overall well being. These benefits include but are not limited to*: For your Health & Well-Being Medical - HMO & PPO Plans Dental - HMO & PPO Plans Vision or Vision Reimbursement Share the Savings Basic Life Insurance Supplemental Life Insurance (with optional dependent coverage for eligible employees) Accidental Death and Dismemberment Insurance County Allowance Credit Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance Short-Term Disability Insurance Long-Term Disability Insurance Voluntary Benefits - Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services Employee Assistance Program For your Financial Future Retirement Plan - (Defined Benefit Pension Plan) Deferred Compensation Plan (457 Plan or Roth Plan) For your Work/Life Balance 12 paid holidays Floating Holidays Vacation and sick leave accrual Vacation purchase program Management Paid Leave** Catastrophic Sick Leave Group Auto/Home Insurance Pet Insurance Commuter Benefits Program Guaranteed Ride Home Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts) Employee Discount Program (e.g. theme parks, cell phone, etc.) Child Care Resources 1 st United Services Credit Union *Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement. This provides a brief summary of the benefits offered and can be subject to change. ** Non-exempt management employees are entitled to up to three days of management paid leave. Exempt management employees are entitled to up to seven days of management paid leave. Conclusion All notices related to County recruitments for which you have applied will be sent/delivered via email. Notices will be sent from Noreply@jobaps.com . Please add @jobaps.comand Noreply@jobaps.com as accepted addresses to any email blocking or spam filtering program you may use. If you do not do this, your email blocking or spam filtering program may block receipt of the notices regarding your application for recruitments. You are also strongly advised to regularly log into your County of Alameda online application account to check for notices that may have been sent to you. All email notices that will be sent to you will also be kept in your personal online application account. You will be able to view all of your notices in your online application account by clicking on the 'My applications' button on the Current Job Openings page and clicking on the link 'last notice sent' for the respective recruitment. Please take the steps recommended above to ensure you do not miss any notices about a recruitment for which you have applied. The County of Alameda is not responsible for notices that are not read, received or accessed by any applicant for a County recruitment. NOTE: All notices are generated through an automated email notification system. Replies to the email box NoReply@jobaps.com are routed to an unmonitored mailbox. If you have questions, please go to our website at www.acgov.org/hrs . You may also contact the Human Resources Analyst listed on the job announcement for the recruitment for which you have applied. Sam Gee, HR Division Manager Human Resource Services, County of Alameda Samson.Gee @acgov.org DISASTER SERVICE WORKER All Alameda County employees are designated Disaster Service Workers through state and local law. Employment with the County requires the affirmation of a loyalty oath to this effect. Employees are required to report to work as ordered in the event of an emergency. EQUAL EMPLOYMENT OPPORTUNITY Alameda County has a diverse workforce, that is representative of the communities we serve, and is proud to be an equal opportunity employer. All aspects of employment are based on merit, competence, performance and business need. Alameda County does not discriminate in employment on the basis of, race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors protected under federal, state and local law. Alameda County celebrates diversity and is committed to creating an inclusive, and welcoming workplace environment. Closing Date/Time: 7/26/2024 5:00:00 PM
City of San Rafael, CA
San Rafael, CA, United States
Senior Management Analyst I/II Finance Department Level I: $7,985 - $9,705 per month Level II: $9,507 - $11,555 per month Plus excellent benefits APPLICATION DEADLINE: Apply by Friday, February 16, 2024, for first consideration The City of San Rafael is recruiting to fill a Senior Management Analyst vacancy within the Finance Department. This position will report directly to the Finance Director. The Senior Management Analyst I/II will support the city-wide budget process, including operating and capital budgets as well as long-term financial planning/forecasting. You will perform fiscal and policy analysis of city-run programs and services. As a critical member of the Finance team, you will evaluate opportunities for regional inter-governmental collaborations for improved service delivery or efficiencies, participate in inter-departmental teams on priority special projects (such as Enterprise Resource Planning-ERP-system participation), and review financial policies and procedures to ensure alignment with industry best practices. THE CITY is focused on enhancing our community members' quality of life through well-designed services and a positive workplace culture. San Rafael is the economic and cultural heart of Marin County, and its high quality of life is centered on its commercial districts, engaged neighborhoods, active lifestyle, and natural environment. San Rafael (population 61,000) is a full-service city with a city council/city manager form of government with 12 departments, more than 400 employees, and an annual budget of $120 million. The City's vision is to be a vibrant economic and cultural center reflective of its diversity. The City Council is engaged and seeks to strengthen the urban and commercial areas as well as sustain the beautiful natural environment. San Rafael's Organizational culture framework is an initiative called "Together San Rafael." City employees are our greatest asset, and we seek talented individuals with diverse backgrounds who are creative, curious, and excited about a challenge. We are a results-driven team focused on the needs of community members. The Together San Rafael initiative is focused on modernizing City services and increasing the engagement of employees. This initiative recognizes the interconnectedness of the customer and employee experience. THE POSITION: This position provides advanced staff level assistance to executive or other management level staff, performs a wide variety of responsible and complex administrative and analytic duties, including providing information to the public and communicating Department and City activities and programs. You will join a team of analysts across the City who are assigned to different departments but work together as a team on the important management, budget, communications, and analytic functions for the City. This position is part of the Unrepresented Mid-Managers group and is "at will". Employment may be terminated with or without cause or notice, at any time by the City of San Rafael. Senior Management Analyst I - this is the entry-level classification. Initially incumbents perform the more routine administrative analysis on new and current projects while learning City policies and procedures and gaining specialized knowledge related to the area of assignment. As experienced is gained, there is a greater independence of action within established guidelines. Senior Management Analyst II - this class is the full journey level class and is experienced to work independently in identifying the need for and developing changes to operating practices, systems, programs and policies. Incumbents perform the full array of duties within the area of assignment, including complex analytical projects and providing staff support to department administration and city officials as well as working with high degree of independence in interacting with all levels of city employees, managers, elected officials, community groups, and other governmental agencies and the public. This position performs the following essential job duties (including but not limited to): Assists or leads projects, tasks, and assignments that are priorities for the senior management staff. Assumes direct responsibility for managing a variety of projects and programs; oversee assigned administrative support functions including budget. Supervises, plans, organizes, and reviews the work of lower level technical and clerical staff. Leads departmental communication efforts, providing information to the pubic and interacting with media on issues pertaining to the functions and issues of the Department and City. Participating in drafting and implementing Department and/or City-wide goals, policies, and procedures. Manages or participates in special projects, including complex research of new programs and services, budget analysis and preparation, and feasibility analyses; prepare and present reports; participates in a variety of Department operations. Reviews council reports to ensure financial information is accurate and that policy issues have been addressed in advance. Tracks the impact of State and Federal legislation on the Department or city and make recommendations regarding City positions. Prepares and monitors department annual and capital budgets, mid-year budget review, work plans and periodic forecasts; provides complete analysis of revenues and expenditures for each program, re-forecasts and develops new budgets. Compiles narrative, fiscal and status reports on department, division, project and fund revenues and expenditures and assists with necessary adjustments. Compiles narrative, fiscal and status reports on department, division, project and fund revenues and expenditures and assists with necessary adjustments. Prepares and administers various grants for the department; monitors active grants to ensure that all stipulations and regulations regarding the use of funds are met; and maintains required records to ensure compliance. Participates in the public information functions of the City's Emergency Operation Center. Prepares City Council agenda reports. Acts as staff to City Advisory Committees as directed by senior executive staff. Performs related duties as required. To be eligible for this position, you must have knowledge of: Principles and practices of local government and public administration. Methods of research, program analysis, and report preparation. State legislative procedures. Communication strategies. Public relations and relationship building. Negotiations. Computer skills including graphics software. Municipal budget development and administration. Grant writing and management. To be eligible for this position, you must have the ability to: Communicate effectively both orally and in writing. Work cooperatively with management, staff, and the public. Evaluate program policy and practice. Plan, coordinate and evaluate the work of staff. Compile, organize and analyze complex statistical data. Prepare clear and concise analytical and financial reports. Prioritize and meet multiple, frequently changing deadlines. Work independently and collaboratively to resolve issues and reach consensus. Interpret, apply and communicate policies, procedures and regulations. Make oral presentations. EDUCATION and/or EXPERIENCE: Any combination of education and experience that demonstrates possession of the requisite knowledge, skills, and abilities. A typical way to obtain these would be: Equivalent to graduation from an accredited four-year college or university with major coursework in public administration, business administration or a related field. A master's degree in public administration, public policy, or business administration is highly desirable. Senior Management Analyst I: Three to four years of progressively responsible analytical experience. Senior Management Analyst II (in addition to the requirements for the Senior Management Analyst I, this level requires): Five years or more of experience performing increasingly complex, professional analytical work with a high degree of autonomy. SPECIAL REQUIREMENT: Possession of a valid driver's license See complete Senior Management Analyst I/II Job Description here . PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to use hands to finger coordination, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly exposed to video display and regularly works in insideenvironmental conditions. The employee frequently works in evenings or weekends. The employee occasionally works with use of personal vehicle. The noise level in the work environment is usually moderate. APPLICATION AND SELECTION PROCESS: City of San Rafael application is required . Resumes do not substitute for the City application. Candidates should detail related education and experience on the application. The examination process may include the following application appraisal and oral board interview examination. The passing point for the oral board examination final score will be 70%. Note: Prior to appointment, candidate must pass a pre-employment physical, background check/fingerprinting, and driving record. To file an application, go to: www.calopps.org . Select "Member Agencies". Select "San Rafael". Follow this link to submit your application: https://www.calopps.org/san-rafael/job-20464983 . For more information about the City of San Rafael, please visit www.cityofsanrafael.org . Reasonable Accommodation : The City of San Rafael will make reasonable accommodations in the exam process to accommodate disabled applicants. If you have a disability for which you require accommodation, please contact us at (415) 485-3474 before the test date. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position. Such accommodation must be requested by the applicant. Job PDF: Senior Management Analyst I-II Job Announcement.pdf Benefits The City of San Rafael offers an attractive compensation and benefits program. The salary range for this position is $7,985 - $11,555monthly , DOQ/DOE and a competitive benefits program including: Retirement: The City is a part of the Marin County Employee Retirement Association (MCERA) plan, which offers reciprocity between agencies in CalPERS (this is part of the 37 Act County System); Classic Employees - Tier 2 (hired on or after 7/1/2011) - 2% @ at 55 formula, average of three highest years of compensation PEPRA employees - (hired on or after 1/1/13 or with 6-month break in service) are eligible for a 2% at 62 formula, average of three highest years of compensation Employee contributes an additional 1% of pensionable compensation towards the normal cost of pension in addition to the current employee pension contribution Health Insurance: Full flex cafeteria plan which can be applied to a health plan or converted to cash (Employee Only - $735.86 Employee + 1 - $1,471.71Employee + Family - $1,913.24; Waive Coverage $735.86 Life and Long Term Disability Insurance: $150,000 basic life insurance and long-term disability is two-thirds of the salary up to $7,500 per month Dental Insurance: Fully paid for employee plus dependents Vision Insurance: Fully paid for employee plus dependents Employee Assistance Program (EAP): Available to employee and family members 457 Deferred Comp: Employee optional participation 125 Plan: Employee optional participation Annual Leave: Vacation ranges from 15 to 25 days (depending on years of service), 12 days of Sick Leave, 75 hours of Administrative Leave, 12 Holidays and 1 Floating Holiday. Gym Reimbursement: Employees eligible to receive up to $16.50 per month reimbursement for paid gym memberships Social Security: The City of San Rafael does not contribute to social security. State Disability Insurance: Employees in the group do participate in SDI and are eligible to receive SDI benefits. At Will: Mid-Management employees are "at will" employees. Employment may be terminated with or without cause or notice, at any time by the City of San Rafael. Work Week: 37.5 hours per week/7.5 hours per day - Exempt from overtime Recruitment Contact Contact phone: (415)485-3474 Contact email: rhonda.castellucci@cityofsanrafael.org Closing Date/Time: Until filled
Jul 14, 2024
Senior Management Analyst I/II Finance Department Level I: $7,985 - $9,705 per month Level II: $9,507 - $11,555 per month Plus excellent benefits APPLICATION DEADLINE: Apply by Friday, February 16, 2024, for first consideration The City of San Rafael is recruiting to fill a Senior Management Analyst vacancy within the Finance Department. This position will report directly to the Finance Director. The Senior Management Analyst I/II will support the city-wide budget process, including operating and capital budgets as well as long-term financial planning/forecasting. You will perform fiscal and policy analysis of city-run programs and services. As a critical member of the Finance team, you will evaluate opportunities for regional inter-governmental collaborations for improved service delivery or efficiencies, participate in inter-departmental teams on priority special projects (such as Enterprise Resource Planning-ERP-system participation), and review financial policies and procedures to ensure alignment with industry best practices. THE CITY is focused on enhancing our community members' quality of life through well-designed services and a positive workplace culture. San Rafael is the economic and cultural heart of Marin County, and its high quality of life is centered on its commercial districts, engaged neighborhoods, active lifestyle, and natural environment. San Rafael (population 61,000) is a full-service city with a city council/city manager form of government with 12 departments, more than 400 employees, and an annual budget of $120 million. The City's vision is to be a vibrant economic and cultural center reflective of its diversity. The City Council is engaged and seeks to strengthen the urban and commercial areas as well as sustain the beautiful natural environment. San Rafael's Organizational culture framework is an initiative called "Together San Rafael." City employees are our greatest asset, and we seek talented individuals with diverse backgrounds who are creative, curious, and excited about a challenge. We are a results-driven team focused on the needs of community members. The Together San Rafael initiative is focused on modernizing City services and increasing the engagement of employees. This initiative recognizes the interconnectedness of the customer and employee experience. THE POSITION: This position provides advanced staff level assistance to executive or other management level staff, performs a wide variety of responsible and complex administrative and analytic duties, including providing information to the public and communicating Department and City activities and programs. You will join a team of analysts across the City who are assigned to different departments but work together as a team on the important management, budget, communications, and analytic functions for the City. This position is part of the Unrepresented Mid-Managers group and is "at will". Employment may be terminated with or without cause or notice, at any time by the City of San Rafael. Senior Management Analyst I - this is the entry-level classification. Initially incumbents perform the more routine administrative analysis on new and current projects while learning City policies and procedures and gaining specialized knowledge related to the area of assignment. As experienced is gained, there is a greater independence of action within established guidelines. Senior Management Analyst II - this class is the full journey level class and is experienced to work independently in identifying the need for and developing changes to operating practices, systems, programs and policies. Incumbents perform the full array of duties within the area of assignment, including complex analytical projects and providing staff support to department administration and city officials as well as working with high degree of independence in interacting with all levels of city employees, managers, elected officials, community groups, and other governmental agencies and the public. This position performs the following essential job duties (including but not limited to): Assists or leads projects, tasks, and assignments that are priorities for the senior management staff. Assumes direct responsibility for managing a variety of projects and programs; oversee assigned administrative support functions including budget. Supervises, plans, organizes, and reviews the work of lower level technical and clerical staff. Leads departmental communication efforts, providing information to the pubic and interacting with media on issues pertaining to the functions and issues of the Department and City. Participating in drafting and implementing Department and/or City-wide goals, policies, and procedures. Manages or participates in special projects, including complex research of new programs and services, budget analysis and preparation, and feasibility analyses; prepare and present reports; participates in a variety of Department operations. Reviews council reports to ensure financial information is accurate and that policy issues have been addressed in advance. Tracks the impact of State and Federal legislation on the Department or city and make recommendations regarding City positions. Prepares and monitors department annual and capital budgets, mid-year budget review, work plans and periodic forecasts; provides complete analysis of revenues and expenditures for each program, re-forecasts and develops new budgets. Compiles narrative, fiscal and status reports on department, division, project and fund revenues and expenditures and assists with necessary adjustments. Compiles narrative, fiscal and status reports on department, division, project and fund revenues and expenditures and assists with necessary adjustments. Prepares and administers various grants for the department; monitors active grants to ensure that all stipulations and regulations regarding the use of funds are met; and maintains required records to ensure compliance. Participates in the public information functions of the City's Emergency Operation Center. Prepares City Council agenda reports. Acts as staff to City Advisory Committees as directed by senior executive staff. Performs related duties as required. To be eligible for this position, you must have knowledge of: Principles and practices of local government and public administration. Methods of research, program analysis, and report preparation. State legislative procedures. Communication strategies. Public relations and relationship building. Negotiations. Computer skills including graphics software. Municipal budget development and administration. Grant writing and management. To be eligible for this position, you must have the ability to: Communicate effectively both orally and in writing. Work cooperatively with management, staff, and the public. Evaluate program policy and practice. Plan, coordinate and evaluate the work of staff. Compile, organize and analyze complex statistical data. Prepare clear and concise analytical and financial reports. Prioritize and meet multiple, frequently changing deadlines. Work independently and collaboratively to resolve issues and reach consensus. Interpret, apply and communicate policies, procedures and regulations. Make oral presentations. EDUCATION and/or EXPERIENCE: Any combination of education and experience that demonstrates possession of the requisite knowledge, skills, and abilities. A typical way to obtain these would be: Equivalent to graduation from an accredited four-year college or university with major coursework in public administration, business administration or a related field. A master's degree in public administration, public policy, or business administration is highly desirable. Senior Management Analyst I: Three to four years of progressively responsible analytical experience. Senior Management Analyst II (in addition to the requirements for the Senior Management Analyst I, this level requires): Five years or more of experience performing increasingly complex, professional analytical work with a high degree of autonomy. SPECIAL REQUIREMENT: Possession of a valid driver's license See complete Senior Management Analyst I/II Job Description here . PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to use hands to finger coordination, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly exposed to video display and regularly works in insideenvironmental conditions. The employee frequently works in evenings or weekends. The employee occasionally works with use of personal vehicle. The noise level in the work environment is usually moderate. APPLICATION AND SELECTION PROCESS: City of San Rafael application is required . Resumes do not substitute for the City application. Candidates should detail related education and experience on the application. The examination process may include the following application appraisal and oral board interview examination. The passing point for the oral board examination final score will be 70%. Note: Prior to appointment, candidate must pass a pre-employment physical, background check/fingerprinting, and driving record. To file an application, go to: www.calopps.org . Select "Member Agencies". Select "San Rafael". Follow this link to submit your application: https://www.calopps.org/san-rafael/job-20464983 . For more information about the City of San Rafael, please visit www.cityofsanrafael.org . Reasonable Accommodation : The City of San Rafael will make reasonable accommodations in the exam process to accommodate disabled applicants. If you have a disability for which you require accommodation, please contact us at (415) 485-3474 before the test date. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position. Such accommodation must be requested by the applicant. Job PDF: Senior Management Analyst I-II Job Announcement.pdf Benefits The City of San Rafael offers an attractive compensation and benefits program. The salary range for this position is $7,985 - $11,555monthly , DOQ/DOE and a competitive benefits program including: Retirement: The City is a part of the Marin County Employee Retirement Association (MCERA) plan, which offers reciprocity between agencies in CalPERS (this is part of the 37 Act County System); Classic Employees - Tier 2 (hired on or after 7/1/2011) - 2% @ at 55 formula, average of three highest years of compensation PEPRA employees - (hired on or after 1/1/13 or with 6-month break in service) are eligible for a 2% at 62 formula, average of three highest years of compensation Employee contributes an additional 1% of pensionable compensation towards the normal cost of pension in addition to the current employee pension contribution Health Insurance: Full flex cafeteria plan which can be applied to a health plan or converted to cash (Employee Only - $735.86 Employee + 1 - $1,471.71Employee + Family - $1,913.24; Waive Coverage $735.86 Life and Long Term Disability Insurance: $150,000 basic life insurance and long-term disability is two-thirds of the salary up to $7,500 per month Dental Insurance: Fully paid for employee plus dependents Vision Insurance: Fully paid for employee plus dependents Employee Assistance Program (EAP): Available to employee and family members 457 Deferred Comp: Employee optional participation 125 Plan: Employee optional participation Annual Leave: Vacation ranges from 15 to 25 days (depending on years of service), 12 days of Sick Leave, 75 hours of Administrative Leave, 12 Holidays and 1 Floating Holiday. Gym Reimbursement: Employees eligible to receive up to $16.50 per month reimbursement for paid gym memberships Social Security: The City of San Rafael does not contribute to social security. State Disability Insurance: Employees in the group do participate in SDI and are eligible to receive SDI benefits. At Will: Mid-Management employees are "at will" employees. Employment may be terminated with or without cause or notice, at any time by the City of San Rafael. Work Week: 37.5 hours per week/7.5 hours per day - Exempt from overtime Recruitment Contact Contact phone: (415)485-3474 Contact email: rhonda.castellucci@cityofsanrafael.org Closing Date/Time: Until filled