STATE BAR OF CALIFORNIA
San Francisco, CA, United States
Job Description Office of Access & Inclusion Annual Salary Range for Financial Analyst: $90,693 - $120,920 Annual Salary Range for Senior Financial Analyst: $99,769 - $133,026 FLSA Exempt / Union Represented 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 Senior Financial Analyst who will be a key member of the access to justice and diversity and inclusion team. This person will be responsible for fiscal compliance, oversight of distributed grant funds, project management, and process improvement. Responsibilities include analyzing grant budgets, budget revisions and other requests; conducting monitoring visits; supporting IOLTA bank compliance; supporting the year-end financial audit processes; 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 team values people who bring a passion for social justice, collegiality, and integrity to the workplace. The successful candidate will have excellent analytical and written and oral communication skills; demonstrate sound judgment and attention to detail. Experience in legal aid, non-profit accounting, or grant compliance is a plus. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Financial Analyst 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 yearto-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. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: None required. Senior Financial Analyst Definition Under direction, supervises the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to grants, accounts payable, accounts receivable, payroll, and budget. Responsible for the financial analysis supporting the State Bar's budget and budget processes including budgeting, long and short-range fiscal planning, general and special fund accounting, and related activities in accordance with generally accepted accounting standards; and performing other related duties as assigned. Distinguishing Characteristics This is a working lead/advanced journey-level class in the Finance job family; incumbents work under general direction and broad policies wherein the preponderant responsibility is to directly lead the operations and staff within the assigned section and to provide highly complex fiscal support to management. This classification is distinguished from the Financial Analyst classification in that the Senior Financial Analyst is assigned formal responsibility for directing the staff in day-to-day operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Mentors, plans and prioritizes the work of professional, technical or clerical staff; Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Provides the financial analysis to support the State Bar's institutional budgeting process including accounting functions, long and short-range financial planning; budget development; special and general fund accounting, variance analysis, and audit response. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line item expense, balance sheet accounts, reports 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 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. 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 including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management, administration and supervision. Principles of accounting, auditing, budgeting, financial control and reporting in the governmental public sector. 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, system and practices. Principles of direct and lead supervision, training and performance evaluation. 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. 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. Effectively mentor and train staff as required. 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 a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum of three (3) years of journey level professional financial analysis or accounting and accounting; or three (3) years of financial experience with one (1) year supervisorial experience. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: None required. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Aug 20, 2024
Full Time
Job Description Office of Access & Inclusion Annual Salary Range for Financial Analyst: $90,693 - $120,920 Annual Salary Range for Senior Financial Analyst: $99,769 - $133,026 FLSA Exempt / Union Represented 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 Senior Financial Analyst who will be a key member of the access to justice and diversity and inclusion team. This person will be responsible for fiscal compliance, oversight of distributed grant funds, project management, and process improvement. Responsibilities include analyzing grant budgets, budget revisions and other requests; conducting monitoring visits; supporting IOLTA bank compliance; supporting the year-end financial audit processes; 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 team values people who bring a passion for social justice, collegiality, and integrity to the workplace. The successful candidate will have excellent analytical and written and oral communication skills; demonstrate sound judgment and attention to detail. Experience in legal aid, non-profit accounting, or grant compliance is a plus. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Financial Analyst 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 yearto-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. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: None required. Senior Financial Analyst Definition Under direction, supervises the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to grants, accounts payable, accounts receivable, payroll, and budget. Responsible for the financial analysis supporting the State Bar's budget and budget processes including budgeting, long and short-range fiscal planning, general and special fund accounting, and related activities in accordance with generally accepted accounting standards; and performing other related duties as assigned. Distinguishing Characteristics This is a working lead/advanced journey-level class in the Finance job family; incumbents work under general direction and broad policies wherein the preponderant responsibility is to directly lead the operations and staff within the assigned section and to provide highly complex fiscal support to management. This classification is distinguished from the Financial Analyst classification in that the Senior Financial Analyst is assigned formal responsibility for directing the staff in day-to-day operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Mentors, plans and prioritizes the work of professional, technical or clerical staff; Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Provides the financial analysis to support the State Bar's institutional budgeting process including accounting functions, long and short-range financial planning; budget development; special and general fund accounting, variance analysis, and audit response. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line item expense, balance sheet accounts, reports 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 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. 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 including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management, administration and supervision. Principles of accounting, auditing, budgeting, financial control and reporting in the governmental public sector. 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, system and practices. Principles of direct and lead supervision, training and performance evaluation. 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. 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. Effectively mentor and train staff as required. 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 a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum of three (3) years of journey level professional financial analysis or accounting and accounting; or three (3) years of financial experience with one (1) year supervisorial experience. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: None required. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
STATE BAR OF CALIFORNIA
Los Angeles, CA, United States
Job Description Office of Access & Inclusion Annual Salary Range for Financial Analyst: $90,693 - $120,920 Annual Salary Range for Senior Financial Analyst: $99,769 - $133,026 FLSA Exempt / Union Represented 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 Senior Financial Analyst who will be a key member of the access to justice and diversity and inclusion team. This person will be responsible for fiscal compliance, oversight of distributed grant funds, project management, and process improvement. Responsibilities include analyzing grant budgets, budget revisions and other requests; conducting monitoring visits; supporting IOLTA bank compliance; supporting the year-end financial audit processes; 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 team values people who bring a passion for social justice, collegiality, and integrity to the workplace. The successful candidate will have excellent analytical and written and oral communication skills; demonstrate sound judgment and attention to detail. Experience in legal aid, non-profit accounting, or grant compliance is a plus. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Financial Analyst 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 yearto-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. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: None required. Senior Financial Analyst Definition Under direction, supervises the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to grants, accounts payable, accounts receivable, payroll, and budget. Responsible for the financial analysis supporting the State Bar's budget and budget processes including budgeting, long and short-range fiscal planning, general and special fund accounting, and related activities in accordance with generally accepted accounting standards; and performing other related duties as assigned. Distinguishing Characteristics This is a working lead/advanced journey-level class in the Finance job family; incumbents work under general direction and broad policies wherein the preponderant responsibility is to directly lead the operations and staff within the assigned section and to provide highly complex fiscal support to management. This classification is distinguished from the Financial Analyst classification in that the Senior Financial Analyst is assigned formal responsibility for directing the staff in day-to-day operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Mentors, plans and prioritizes the work of professional, technical or clerical staff; Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Provides the financial analysis to support the State Bar's institutional budgeting process including accounting functions, long and short-range financial planning; budget development; special and general fund accounting, variance analysis, and audit response. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line item expense, balance sheet accounts, reports 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 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. 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 including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management, administration and supervision. Principles of accounting, auditing, budgeting, financial control and reporting in the governmental public sector. 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, system and practices. Principles of direct and lead supervision, training and performance evaluation. 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. 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. Effectively mentor and train staff as required. 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 a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum of three (3) years of journey level professional financial analysis or accounting and accounting; or three (3) years of financial experience with one (1) year supervisorial experience. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: None required. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Aug 20, 2024
Full Time
Job Description Office of Access & Inclusion Annual Salary Range for Financial Analyst: $90,693 - $120,920 Annual Salary Range for Senior Financial Analyst: $99,769 - $133,026 FLSA Exempt / Union Represented 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 Senior Financial Analyst who will be a key member of the access to justice and diversity and inclusion team. This person will be responsible for fiscal compliance, oversight of distributed grant funds, project management, and process improvement. Responsibilities include analyzing grant budgets, budget revisions and other requests; conducting monitoring visits; supporting IOLTA bank compliance; supporting the year-end financial audit processes; 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 team values people who bring a passion for social justice, collegiality, and integrity to the workplace. The successful candidate will have excellent analytical and written and oral communication skills; demonstrate sound judgment and attention to detail. Experience in legal aid, non-profit accounting, or grant compliance is a plus. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Financial Analyst 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 yearto-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. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: None required. Senior Financial Analyst Definition Under direction, supervises the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to grants, accounts payable, accounts receivable, payroll, and budget. Responsible for the financial analysis supporting the State Bar's budget and budget processes including budgeting, long and short-range fiscal planning, general and special fund accounting, and related activities in accordance with generally accepted accounting standards; and performing other related duties as assigned. Distinguishing Characteristics This is a working lead/advanced journey-level class in the Finance job family; incumbents work under general direction and broad policies wherein the preponderant responsibility is to directly lead the operations and staff within the assigned section and to provide highly complex fiscal support to management. This classification is distinguished from the Financial Analyst classification in that the Senior Financial Analyst is assigned formal responsibility for directing the staff in day-to-day operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Mentors, plans and prioritizes the work of professional, technical or clerical staff; Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Provides the financial analysis to support the State Bar's institutional budgeting process including accounting functions, long and short-range financial planning; budget development; special and general fund accounting, variance analysis, and audit response. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line item expense, balance sheet accounts, reports 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 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. 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 including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management, administration and supervision. Principles of accounting, auditing, budgeting, financial control and reporting in the governmental public sector. 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, system and practices. Principles of direct and lead supervision, training and performance evaluation. 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. 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. Effectively mentor and train staff as required. 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 a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum of three (3) years of journey level professional financial analysis or accounting and accounting; or three (3) years of financial experience with one (1) year supervisorial experience. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: None required. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
TACOMA PUBLIC SCHOOLS
Tacoma, Washington, United States
Description Tacoma Public Schools Expected Start Date: September/October 2024 FTE: 1.0 Salary Level: $127,038 - $172,428 DOE Benefits: This job has the full range of benefits offered by Tacoma Public Schools. Union/Days per year: Exempt; 12-month 260 days Additional Information: Please include a current resume and cover letter/letter of interest with your application. Examples Of Duties This position provides complex, technical, in-depth financial and budget analysis for use in the development and monitoring of the budget and policies of the District; provides reporting support for proposed budget development and training/technical assistance to ensure sound financial management practices. This position is characterized by the independent nature of the work and the depth in analyzing, recommending, and coordinating financial projects and processes including activities related to labor negotiations. ESSENTIAL JOB FUNCTIONS 1. Calculates and analyzes state apportionment revenue; tracks District enrollment and staffing data; analyzes and forecasts revenue and expenditure trends; performs financial analyses utilizing the District’s automated financial system, historical trends, and other financial analysis techniques; meets and coordinates with Budget Technicians, the Grants Technician and program and department staff, as necessary, to incorporate program forecasts. 2. Acts as a primary analyst and liaison to various major and non-major programs to complete detailed analyses of revenues and expenditures; provides support to these programs with budget composition, analysis of changes in funding, and/or analysis of changes in requirements or operations; develops and recommends analyses as necessary to improve program performance; provides options and makes recommendations regarding financial impact of changes analyzed to finance and program management. 3. Performs in a liaison capacity for assigned programs and departments, working cooperatively with Budget Technicians, District management and program and department staff in reviewing budgetary information and estimating variances; documents the assumptions used in assessing the financial status of the funds; develops written explanations related to the financial results and variances from the budget; performs research activities as instructed. 4. Analyzes budgets, interprets regulations, and makes recommendations to ensure compliance while optimizing resource utilization. 5. Oversees the training, preparation, and submission of Budget Monitoring Tools; reviews and interprets program and departmental budgets; provides financial performance recommendations to program managers and upper management. 6. Prepares costs, revenue, and operational impact analyses of labor negotiation proposals, legislative proposals, and other issues that could impact District finances; analyzes, recommends, and coordinates strategies related to labor negotiations. 7. Maintains current knowledge of financial aspects related to all bargaining agreement; tracks and identifies expenses associated with each bargaining unit; information. 8. Assists with the development of the District budget including analyzing requests for increased funding and balancing expenditures with projected revenue and local support, performs necessary analysis and provides recommendation to produce a balanced budget for assigned programs and departments; assists with data analysis and data entry as assigned; supports systematic alignment of program planning and budgeting 9. Collaborate with stakeholders, from different departments to align financial goals with organizational objectives through the Budgeting by Priorities process. 10. Assists in the development, implementation, and analysis of new, revised or proposed financial systems and reports. 11. Provides technical assistance and fiscal information to District staff; trains staff on new and/or revised financial reporting techniques; assists staff with understanding financial information. 12. Supports other department forecasting methods by completing cash flow analysis and reconciliation to county treasurer’s report monthly. 13. Assists with the District’s on-line position control system, position control reports, verifying information for accuracy; assists in correcting errors and coordinating efforts between District offices to resolve problems. 14. Assists management in developing, reviewing, revising, and implementing budget, accounting, reporting systems, and other operating policies and procedures; works with supervisor and other staff to analyze and respond to federal, state, county, and OSPI reporting requirements. 15. Supervises assigned staff; makes hiring recommendations; evaluates staff performance; approves leaves and overtime; assigns and reviews work; plans, oversees and encourages participation in professional development opportunities; promotes a quality customer service environment. 16. Reviews and distributes monthly or quarterly financial reports, identifying and resolving issues as required; performs analyses and prepares any necessary charts, graphs, explanations, or summaries contained in the financial reports; prepares for management approval monthly financial reports with major program forecasts issued quarterly; notifies management quarterly of potential budget overspends; builds and maintains spreadsheets for statutory reporting. 17. Develops custom reports for management or staff as needed; prepares financial statements, annual financial reports, and other reports, ensuring the accuracy and integrity of financial reporting; improves access to and content of financial reports; assesses potential system improvements based on information needs and recommends improvements; develops and implements training efforts regarding financial reports. 18. Creates and assists with presentations to the Board, staff and public; represents the Finance Department within and outside the District, as assigned. OTHER JOB DUTIES 1. Assists with long range financial planning and forecasting; ensure up-to-date information is available to management. 2. Coordinates, updates, and maintains Finance Department website. 3. Provides customer service to internal and external customers as necessary. 4. Maintains and updates knowledge and skills required for success in the position by participating in professional development as needed or as assigned. 5. Manages special projects and performs related duties as assigned, on a temporary basis. 6. Regular, reliable, predictable attendance or physical presence is an essential job requirement and critical to the performance of the work. CONDITIONS Office environment; experiences frequent interruptions; experiences prolonged visual concentration and exposure to video display; occasionally required to work extended hours to meet deadlines; may be required to lift and carry up to 20 pounds, bend, squat, stoop, kneel, crouch, walk, twist, climb, and/or be mobile. Minimum Qualifications Education and Experience Bachelor’s degree in public administration, business administration, finance, or accounting from an accredited college or university; a Master's degree is preferred; four years of progressively responsible experience in a large, complex organization requiring budget analysis, financial analysis, or policy impact analysis; school District or experience in a governmental agency preferred; or any combination of experience and training which provides the applicant with the knowledge, skills, and ability required to perform the work. Licenses/Special Requirements Fingerprints and successful WSP and FBI background clearance/sexual misconduct clearance. Allowable Substitution Equivalent combinations of education and experience will be evaluated by the Human Resources Department for comparability. Knowledge, Skills, and Abilities Knowledge of preparing and analyzing budgets, financial reports, and financial forecasts. Knowledge of principles and practices of accounting, program budgeting, and financial analysis. Knowledge of school District accounting and state budgeting requirements is desirable. Strong analytical and financial forecasting and planning skills. Proficient spreadsheet development skills. Skill in word processing, data base presentation, e-mail, and automated accounting and human resources systems. Effective interpersonal communication skills including writing and group presentation skills. Ability to analyze, evaluate, and develop administrative procedures and regulations. Ability to organize, prioritize, and maintain good follow-through procedures. Ability to work under pressure and produce deliverables on time. Ability to work in a staff role with multiple internal customers and display understanding of principles of customer service. Ability to concentrate on details and be precise and accurate. Ability to maintain strict confidentiality. Ability to demonstrate reasonable, reliable, and regular attendance. Ability to establish and maintain effective working relationships with a variety of people in a multi-cultural, socio-economic setting. Supplemental Information This job description is not an employment agreement or contract. District administration has the exclusive right to alter this job description at any time without notice. The statements contained herein reflect general details as necessary to describe the primary functions of this job, the level of knowledge and skill typically required and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other functional areas to cover absences or relief, to equalize peak work periods or otherwise balance the workload. Tacoma Public Schools does not discriminate in any programs or activities on the basis of sex, race, creed, religion, color, national origin, age, veteran or military status, sexual orientation, gender expression or identity, disability, or the use of a trained dog guide or service animal and provides equal access to the Boy Scouts and other designated youth groups. The following employees have been designated to handle questions and complaints of alleged discrimination: Civil Rights Coordinator: Renee Trueblood, 253-571-1252, civilrights@tacoma.k12.wa.us Title IX Coordinator: Wayne Greer, 253-571-1191, wgreer@tacoma.k12.wa.us 504 Coordinator: Elise Friedrich-Nielsen, 253-571-1065, efriedr@tacoma.k12.wa.us Closing Date/Time: 9/23/2024 11:59 PM Pacific
Sep 13, 2024
Full Time
Description Tacoma Public Schools Expected Start Date: September/October 2024 FTE: 1.0 Salary Level: $127,038 - $172,428 DOE Benefits: This job has the full range of benefits offered by Tacoma Public Schools. Union/Days per year: Exempt; 12-month 260 days Additional Information: Please include a current resume and cover letter/letter of interest with your application. Examples Of Duties This position provides complex, technical, in-depth financial and budget analysis for use in the development and monitoring of the budget and policies of the District; provides reporting support for proposed budget development and training/technical assistance to ensure sound financial management practices. This position is characterized by the independent nature of the work and the depth in analyzing, recommending, and coordinating financial projects and processes including activities related to labor negotiations. ESSENTIAL JOB FUNCTIONS 1. Calculates and analyzes state apportionment revenue; tracks District enrollment and staffing data; analyzes and forecasts revenue and expenditure trends; performs financial analyses utilizing the District’s automated financial system, historical trends, and other financial analysis techniques; meets and coordinates with Budget Technicians, the Grants Technician and program and department staff, as necessary, to incorporate program forecasts. 2. Acts as a primary analyst and liaison to various major and non-major programs to complete detailed analyses of revenues and expenditures; provides support to these programs with budget composition, analysis of changes in funding, and/or analysis of changes in requirements or operations; develops and recommends analyses as necessary to improve program performance; provides options and makes recommendations regarding financial impact of changes analyzed to finance and program management. 3. Performs in a liaison capacity for assigned programs and departments, working cooperatively with Budget Technicians, District management and program and department staff in reviewing budgetary information and estimating variances; documents the assumptions used in assessing the financial status of the funds; develops written explanations related to the financial results and variances from the budget; performs research activities as instructed. 4. Analyzes budgets, interprets regulations, and makes recommendations to ensure compliance while optimizing resource utilization. 5. Oversees the training, preparation, and submission of Budget Monitoring Tools; reviews and interprets program and departmental budgets; provides financial performance recommendations to program managers and upper management. 6. Prepares costs, revenue, and operational impact analyses of labor negotiation proposals, legislative proposals, and other issues that could impact District finances; analyzes, recommends, and coordinates strategies related to labor negotiations. 7. Maintains current knowledge of financial aspects related to all bargaining agreement; tracks and identifies expenses associated with each bargaining unit; information. 8. Assists with the development of the District budget including analyzing requests for increased funding and balancing expenditures with projected revenue and local support, performs necessary analysis and provides recommendation to produce a balanced budget for assigned programs and departments; assists with data analysis and data entry as assigned; supports systematic alignment of program planning and budgeting 9. Collaborate with stakeholders, from different departments to align financial goals with organizational objectives through the Budgeting by Priorities process. 10. Assists in the development, implementation, and analysis of new, revised or proposed financial systems and reports. 11. Provides technical assistance and fiscal information to District staff; trains staff on new and/or revised financial reporting techniques; assists staff with understanding financial information. 12. Supports other department forecasting methods by completing cash flow analysis and reconciliation to county treasurer’s report monthly. 13. Assists with the District’s on-line position control system, position control reports, verifying information for accuracy; assists in correcting errors and coordinating efforts between District offices to resolve problems. 14. Assists management in developing, reviewing, revising, and implementing budget, accounting, reporting systems, and other operating policies and procedures; works with supervisor and other staff to analyze and respond to federal, state, county, and OSPI reporting requirements. 15. Supervises assigned staff; makes hiring recommendations; evaluates staff performance; approves leaves and overtime; assigns and reviews work; plans, oversees and encourages participation in professional development opportunities; promotes a quality customer service environment. 16. Reviews and distributes monthly or quarterly financial reports, identifying and resolving issues as required; performs analyses and prepares any necessary charts, graphs, explanations, or summaries contained in the financial reports; prepares for management approval monthly financial reports with major program forecasts issued quarterly; notifies management quarterly of potential budget overspends; builds and maintains spreadsheets for statutory reporting. 17. Develops custom reports for management or staff as needed; prepares financial statements, annual financial reports, and other reports, ensuring the accuracy and integrity of financial reporting; improves access to and content of financial reports; assesses potential system improvements based on information needs and recommends improvements; develops and implements training efforts regarding financial reports. 18. Creates and assists with presentations to the Board, staff and public; represents the Finance Department within and outside the District, as assigned. OTHER JOB DUTIES 1. Assists with long range financial planning and forecasting; ensure up-to-date information is available to management. 2. Coordinates, updates, and maintains Finance Department website. 3. Provides customer service to internal and external customers as necessary. 4. Maintains and updates knowledge and skills required for success in the position by participating in professional development as needed or as assigned. 5. Manages special projects and performs related duties as assigned, on a temporary basis. 6. Regular, reliable, predictable attendance or physical presence is an essential job requirement and critical to the performance of the work. CONDITIONS Office environment; experiences frequent interruptions; experiences prolonged visual concentration and exposure to video display; occasionally required to work extended hours to meet deadlines; may be required to lift and carry up to 20 pounds, bend, squat, stoop, kneel, crouch, walk, twist, climb, and/or be mobile. Minimum Qualifications Education and Experience Bachelor’s degree in public administration, business administration, finance, or accounting from an accredited college or university; a Master's degree is preferred; four years of progressively responsible experience in a large, complex organization requiring budget analysis, financial analysis, or policy impact analysis; school District or experience in a governmental agency preferred; or any combination of experience and training which provides the applicant with the knowledge, skills, and ability required to perform the work. Licenses/Special Requirements Fingerprints and successful WSP and FBI background clearance/sexual misconduct clearance. Allowable Substitution Equivalent combinations of education and experience will be evaluated by the Human Resources Department for comparability. Knowledge, Skills, and Abilities Knowledge of preparing and analyzing budgets, financial reports, and financial forecasts. Knowledge of principles and practices of accounting, program budgeting, and financial analysis. Knowledge of school District accounting and state budgeting requirements is desirable. Strong analytical and financial forecasting and planning skills. Proficient spreadsheet development skills. Skill in word processing, data base presentation, e-mail, and automated accounting and human resources systems. Effective interpersonal communication skills including writing and group presentation skills. Ability to analyze, evaluate, and develop administrative procedures and regulations. Ability to organize, prioritize, and maintain good follow-through procedures. Ability to work under pressure and produce deliverables on time. Ability to work in a staff role with multiple internal customers and display understanding of principles of customer service. Ability to concentrate on details and be precise and accurate. Ability to maintain strict confidentiality. Ability to demonstrate reasonable, reliable, and regular attendance. Ability to establish and maintain effective working relationships with a variety of people in a multi-cultural, socio-economic setting. Supplemental Information This job description is not an employment agreement or contract. District administration has the exclusive right to alter this job description at any time without notice. The statements contained herein reflect general details as necessary to describe the primary functions of this job, the level of knowledge and skill typically required and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other functional areas to cover absences or relief, to equalize peak work periods or otherwise balance the workload. Tacoma Public Schools does not discriminate in any programs or activities on the basis of sex, race, creed, religion, color, national origin, age, veteran or military status, sexual orientation, gender expression or identity, disability, or the use of a trained dog guide or service animal and provides equal access to the Boy Scouts and other designated youth groups. The following employees have been designated to handle questions and complaints of alleged discrimination: Civil Rights Coordinator: Renee Trueblood, 253-571-1252, civilrights@tacoma.k12.wa.us Title IX Coordinator: Wayne Greer, 253-571-1191, wgreer@tacoma.k12.wa.us 504 Coordinator: Elise Friedrich-Nielsen, 253-571-1065, efriedr@tacoma.k12.wa.us Closing Date/Time: 9/23/2024 11:59 PM Pacific
RTC of Southern Nevada
Las Vegas, Nevada, United States
THE POSITION **Although there is a salary range for this position, the candidate hired into this position will be hired at the bottom of the salary range.** This recruitment is limited to the first 75 completed employment applications. Once that number of applications is reached, this recruitment will close without notice. This recruitment will be used to establish an open competitive and promotional eligibility list that may be used to fill this vacancy and vacancies occurring in this classification for a minimum period of six (6) months. All communication with applicants will be via email. Applicants must provide a current and valid email address when applying. RTC Department of Human Resources determines whether or not you meet the minimum qualifications for the job based on your experience as you describe it on your application. Do not substitute a resume for your application, or write "See Attached Resume" on your application. We do not review resumes, unless specifically stated on the job announcement. Qualifying education and experience must be clearly documented in the "Education and Work Experience" section of the application. Applicants not meeting these requirements will not be considered for employment. Performs complex professional level financial/accounting duties; leads other staff in projects and/or program areas. FLSA STATUS: Exempt Working Conditions: May work shifts on days, evenings, weekends, and holidays. REQUIREMENTS Education and Work Experience: Equivalent to a Bachelor's Degree in Business Administration or a closely related field and four (4) years of full-time demonstrated professional experience in finance and/or accounting. Licensing and Certification: Must possess and maintain a valid Class C Driver's License at the time of application. Background Investigation: Employment with the Regional Transportation Commission in this position is contingent upon completion of a comprehensive education/experience background investigation and a criminal history record check. The background investigation also consists of a personal credit history review. Required Forms: 1. RTC Application On-Line Profile - Follow all the instructions on the application to include any education and experience that would qualify you for this position. Only the most qualified candidates will be invited to participate in the examination process. Candidates should ensure they highlight any of the following professional experience they possess on their applications/resumes: •Ability to strategize workload for work unit •Demonstrated experience working autonomously, managing multiple deliverables with targeted deadlines •Ability to problem solve and troubleshoot customer inquiries and/or complaints in a timely manner •Ability to multi-task and work in a fast-paced environment •Demonstrate a strong sense of initiative and eagerness to learn PHYSICAL DEMANDS Physical ability to perform office and related work, including operating computers and office machinery; stamina to sit for extended periods of time; strength to lift and maneuver materials weighing up to 25 pounds; vision to read printed materials; and hearing and speech to communicate in person or over the telephone. Accommodations may be made for some of these physical demands for otherwise qualified individuals who require and request such accommodations. EXAMPLE OF DUTIES Provides consultation and analyses/recommendations in regard to complex financial/accounting functions and issues. Organizes, prepares, compiles, submits and provides oversight of all funds at the RTC. Performs grant administrator duties. Analyzes, investigates, and responds to issues and concerns. Researches, extracts, and compiles data for reports and other documents. Assists in evaluation of reports, decisions, and results of department in relation to established goals; recommends new approaches, policies, and procedures to effect continual improvements in efficiency of department and services performed. May plan, assign and/or supervise the work of assigned staff; may function as an assistant to the section manager or as a team leader. Participates in professional development sessions or seminars; stays current on trends. Operates a variety of office equipment to include computers and associated software. Conducts and independently completes a variety of assigned special projects as assigned by Management. Manages multiple projects/deliverables with short targeted completion dates. Provides information and assistance to internal and external customers as required. All other duties as assigned. GROUP INSURANCE - Health and dental insurance is available at a minimal expense to eligible employees, spouses and dependents. The RTC pays the monthly life insurance premium for eligible employees. SERVICE CONNECTED DISABILITY INSURANCE - Eligible employees are covered by a Workman's Compensation Program in accordance with the provisions of the Nevada Industrial Insurance Act (NRS Chapter 616) and the Nevada Occupational Diseases Act (NRS 617). LONG-TERM DISABILITY INSURANCE - The RTC pays a monthly premium toward a long-term disability plan for eligible employees. VACATION - Vacation leave accrual is based on length of RTC employment. Initial accrual is at the rate of 3.08 vacation hours for each biweekly pay period. SICK LEAVE - Eligible employees accrue 3.7 hours of sick leave for each biweekly pay period. Employees completing 10 years of service accrue an additional .92 hours of sick leave per biweekly pay period. MISCELLANEOUS LEAVES - Court leave, military leave, parental leave, leave without pay, blood donor leave, education leave, and RTC promotional/transfer application examination leave are available (upon approval) for eligible permanent employees. RETIREMENT - Full-time employees become a member of the Nevada State Public Employees Retirement System under an employer paid plan. LONGEVITY PAY - Effective July 1, 2021, permanent employees who have completed 5 full years of creditable service with the RTC are entitled to a one time longevity payment in addition to their base salary. Longevity is paid annually, in a one time lump sum amount, at the rate of .57 of 1% at 5 years. CREDIT UNION - RTC employees and their families are eligible to join the Clark County Credit Union. TUITION REIMBURSEMENT - Eligible employees may be awarded tuition reimbursement upon successful completion of pre-approved, job related courses. FMLA - Employees who have worked for the RTC for at least one year, and have worked at least 1,250 hours over the preceding 12 months are eligible for the provisions of the Family Medical Leave Act. Closing Date/Time: 9/25/2024 6:00 PM Pacific
Sep 13, 2024
Full Time
THE POSITION **Although there is a salary range for this position, the candidate hired into this position will be hired at the bottom of the salary range.** This recruitment is limited to the first 75 completed employment applications. Once that number of applications is reached, this recruitment will close without notice. This recruitment will be used to establish an open competitive and promotional eligibility list that may be used to fill this vacancy and vacancies occurring in this classification for a minimum period of six (6) months. All communication with applicants will be via email. Applicants must provide a current and valid email address when applying. RTC Department of Human Resources determines whether or not you meet the minimum qualifications for the job based on your experience as you describe it on your application. Do not substitute a resume for your application, or write "See Attached Resume" on your application. We do not review resumes, unless specifically stated on the job announcement. Qualifying education and experience must be clearly documented in the "Education and Work Experience" section of the application. Applicants not meeting these requirements will not be considered for employment. Performs complex professional level financial/accounting duties; leads other staff in projects and/or program areas. FLSA STATUS: Exempt Working Conditions: May work shifts on days, evenings, weekends, and holidays. REQUIREMENTS Education and Work Experience: Equivalent to a Bachelor's Degree in Business Administration or a closely related field and four (4) years of full-time demonstrated professional experience in finance and/or accounting. Licensing and Certification: Must possess and maintain a valid Class C Driver's License at the time of application. Background Investigation: Employment with the Regional Transportation Commission in this position is contingent upon completion of a comprehensive education/experience background investigation and a criminal history record check. The background investigation also consists of a personal credit history review. Required Forms: 1. RTC Application On-Line Profile - Follow all the instructions on the application to include any education and experience that would qualify you for this position. Only the most qualified candidates will be invited to participate in the examination process. Candidates should ensure they highlight any of the following professional experience they possess on their applications/resumes: •Ability to strategize workload for work unit •Demonstrated experience working autonomously, managing multiple deliverables with targeted deadlines •Ability to problem solve and troubleshoot customer inquiries and/or complaints in a timely manner •Ability to multi-task and work in a fast-paced environment •Demonstrate a strong sense of initiative and eagerness to learn PHYSICAL DEMANDS Physical ability to perform office and related work, including operating computers and office machinery; stamina to sit for extended periods of time; strength to lift and maneuver materials weighing up to 25 pounds; vision to read printed materials; and hearing and speech to communicate in person or over the telephone. Accommodations may be made for some of these physical demands for otherwise qualified individuals who require and request such accommodations. EXAMPLE OF DUTIES Provides consultation and analyses/recommendations in regard to complex financial/accounting functions and issues. Organizes, prepares, compiles, submits and provides oversight of all funds at the RTC. Performs grant administrator duties. Analyzes, investigates, and responds to issues and concerns. Researches, extracts, and compiles data for reports and other documents. Assists in evaluation of reports, decisions, and results of department in relation to established goals; recommends new approaches, policies, and procedures to effect continual improvements in efficiency of department and services performed. May plan, assign and/or supervise the work of assigned staff; may function as an assistant to the section manager or as a team leader. Participates in professional development sessions or seminars; stays current on trends. Operates a variety of office equipment to include computers and associated software. Conducts and independently completes a variety of assigned special projects as assigned by Management. Manages multiple projects/deliverables with short targeted completion dates. Provides information and assistance to internal and external customers as required. All other duties as assigned. GROUP INSURANCE - Health and dental insurance is available at a minimal expense to eligible employees, spouses and dependents. The RTC pays the monthly life insurance premium for eligible employees. SERVICE CONNECTED DISABILITY INSURANCE - Eligible employees are covered by a Workman's Compensation Program in accordance with the provisions of the Nevada Industrial Insurance Act (NRS Chapter 616) and the Nevada Occupational Diseases Act (NRS 617). LONG-TERM DISABILITY INSURANCE - The RTC pays a monthly premium toward a long-term disability plan for eligible employees. VACATION - Vacation leave accrual is based on length of RTC employment. Initial accrual is at the rate of 3.08 vacation hours for each biweekly pay period. SICK LEAVE - Eligible employees accrue 3.7 hours of sick leave for each biweekly pay period. Employees completing 10 years of service accrue an additional .92 hours of sick leave per biweekly pay period. MISCELLANEOUS LEAVES - Court leave, military leave, parental leave, leave without pay, blood donor leave, education leave, and RTC promotional/transfer application examination leave are available (upon approval) for eligible permanent employees. RETIREMENT - Full-time employees become a member of the Nevada State Public Employees Retirement System under an employer paid plan. LONGEVITY PAY - Effective July 1, 2021, permanent employees who have completed 5 full years of creditable service with the RTC are entitled to a one time longevity payment in addition to their base salary. Longevity is paid annually, in a one time lump sum amount, at the rate of .57 of 1% at 5 years. CREDIT UNION - RTC employees and their families are eligible to join the Clark County Credit Union. TUITION REIMBURSEMENT - Eligible employees may be awarded tuition reimbursement upon successful completion of pre-approved, job related courses. FMLA - Employees who have worked for the RTC for at least one year, and have worked at least 1,250 hours over the preceding 12 months are eligible for the provisions of the Family Medical Leave Act. Closing Date/Time: 9/25/2024 6:00 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 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. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Jul 14, 2024
Full Time
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA 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. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
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 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. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Jul 14, 2024
Full Time
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA 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. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
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:
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
City of Sacramento, CA
Sacramento, California, United States
THE POSITION THIS POSTING WILL BE OPEN UNTIL FILLED Application cut-off dates are weekly, every Monday With supervisor approval, incumbents may be eligible for intermittent remote work; however, they must physically reside within the Sacramento region or have the ability to regularly report to a City of Sacramento physical worksite with little notice. Under the direction of the City Treasurer, the Debt Management division is responsible for the issuance and management of multiple debt financings for the benefit of the City of Sacramento. The division collaborates with various internal and external parties to utilize the most cost-effective approach to meet the City’s financing needs. The division is also responsible for numerous post-issuance requirements related to the management of the City’s outstanding debt pursuant to federal and state requirements and bond covenants. IDEAL CANDIDATE STATEMENT The ideal candidate in the Debt Management Division of the City Treasurer’s Office should have strong attention to detail and comprehensive knowledge of Office 365. The ideal candidate will have experience working with municipal finance, or special districts management; experience working on negotiated bond issuances and managing debt service; performing financial reconciliation and financial analysis. The ideal candidate should possess effective organizational and interpersonal skills including written and verbal communication skills. Under general supervision, the Senior Debt Analyst performs professional level work related to debt issuances and debt management. The Senior Debt Analyst performs management of complex programs and projects, associated with debt-related responsibilities within the Debt Management Division of the Office of the Treasurer; collaborates with legal counsel, consultants, banks and underwriters on debt-related issues; and helps ensure City compliance with applicable, state and federal laws, ordinances, codes, and policies. DISTINGUISHING CHARACTERISTICS This advanced journey-level classification may be populated with multiple incumbents. An incumbent works with a moderate level of independent authority, supporting programs/functions that have a citywide financial impact. This classification is distinguished from the next lower classification of Debt Analyst by the degree of independence assigned to incumbents, and the possible assignment of supervisory responsibilities. Senior Debt Analyst is distinguished from the Treasury Manager in that the latter manages the debt management and financing program and may act in the absence of the City Treasurer. SUPERVISION RECEIVED AND EXERCISED Limited direction is provided higher-level management. An incumbent may provide lead direction and/or supervision of subordinate staff, but lack of such assignment is not critical to defining the class. ESSENTIAL DUTIES AND RESPONSIBILITIES Depending on assignment, duties may include, but are not limited to, the following: Prepares and manages all phases of debt financing including bond sizing, debt structuring, official statement preparation, development and review for legal compliance. Performs strategic financial analysis to identify and recommend specific financing and risk management strategies; conducts market research to determine pricing. Provides technical advice and guidance to high level managers on debt and capital financing issues; assists in the development of multi-series or multi-prong issuance of debt. Performs a variety of tasks associated with the management of the City's debt portfolio including post-issuance and compliance. Assists in the development and implementation of debt management policies, practices and procedures; attends meetings, conferences, and workshops; may participate on committees and task forces as required; may make presentations to various groups and individuals. Other related duties may also be performed; not all duties listed are necessarily performed by each individual holding this classification. QUALIFICATIONS Knowledge of: Principles and practices of modern public administration. Principles and practices of municipal debt issuance and management. Financing instruments, derivative products and credit enhancements. Federal and state regulations related to municipal finance and bond issuance. Principles and practices of financial analysis and record keeping, including computerized reporting; fundamental principles and methods of cash flow analysis and projection. Current literature, laws, regulations, and developments, as well as various agencies that impact municipal Treasury activities. Research methods and report writing techniques. Bond issuance and management strategies in a government, municipal, or local agency. Fundamental principles and techniques of project management. Skill in: Use of modern information technology instruments, including computers, software applications and peripherals, as they relate to areas of assignment. Ability to: Participate in bond-related activities within a public city treasury; meet critical deadlines and complete assignments and tasks in an accurate and timely manner. Read and understand laws and regulations impacting municipal finance activities, particularly those related to bond issuance and management. Establish and maintain effective working relationships with public officials, public/private agencies, the general public, and others on a variety of issues. Calculate present, future and discounted cash flows. Prepare and present narrative, financial, and statistical reports, correspondence, and other documents. EXPERIENCE AND EDUCATION Experience: Five years of professional and analytical, debt-related work preferably in a government, municipal, or local agency that included some responsibility for managing financial transactions and/or issuance of bonds. -AND- Education: Graduation from an accredited college or university with a bachelor's degree. Substitution: A Master's degree in a related field may substitute for one year of the required experience. OR Additional qualifying experience may substitute for the required education on a year for year basis. PROOF OF EDUCATION Should education be used to qualify for this position, then proof of education such as, but not limited to, university/college transcripts and degrees should be submitted with your application and will be required at the time of appointment . Unofficial documents and/or copies are acceptable. An applicant with a college degree obtained outside the United States must have education records evaluated by a credentials evaluation service. Evaluation of education records will be due at time of appointment. SPECIAL QUALIFICATIONS Driver License: Possession of a valid California Class C Driver License may be required at the time of appointment. For positions where ability to drive is not an essential function, the employee must be able to arrange reliable and timely transportation whether through use of their private vehicle, use of government vehicle (when available) or through other private or public transportation for their attendance at essential off-site meetings, events, and trainings. THE SELECTION PROCEDURE Please note, the City of Sacramento's preferred method of communication with applicants is via e-mail. As such, please ensure you verify the e-mail address on your application, and check your e-mail frequently, including your spam and junk folders. All e-mail notifications can also be accessed through the governmentjobs.com applicant inbox. 1. Application: (Pass/Fail) - All applicants must complete and submit online a City of Sacramento employment application for further consideration by the next posted cut -off date; Employment applications must be submitted online; paper applications will not be accepted. Employment applications will be considered incomplete and will be disqualified: If applicants do not list current and past job-related experience in the duties area of the "Work Experience" section. Note: Qualifying experience is based on full-time experience (40 hours per week). Qualifying experience is calculated to the full-time equivalent (pro-rated if less than 40 hours/week). If "see resume" is noted in the "Work Experience" section; a resume will not substitute for the information required in the "Work Experience" section. Position/job titles will not be considered in determining eligibility for meeting the minimum qualifications for this position. Proof of education such as, but not limited to, university/college transcripts and degrees should be submitted online with your application. Proof of education will be required at time of appointment. 2. Supplemental Questionnaire: (Pass/Fail) - In addition to the City of Sacramento employment application, all applicants must complete and submit online responses to the supplemental questionnaire to the City of Sacramento Employment Office as part of the application process ; Responses to the supplemental questionnaire must be submitted online; paper questionnaire will not be accepted. Incomplete supplemental questionnaire will not pass the review process; omitted information cannot be considered or assumed. A resume will not substitute for the information required in the supplemental questionnaire. Possession of the minimum qualifications is not necessarily a guarantee for further advancement in the selection process. 3. Screening Committee: (Pass/Fail) - All applications received will be forwarded to the hiring department for review until the position is filled. The hiring department will select the most competitive applications for further consideration. Human Resources will only evaluate employment applications for the minimum qualifications, as stated on the job announcement, for applications selected by the hiring department. 4. Interview Process: Human Resources will forward applications to the hiring department. Those determined to be the most qualified candidates will be invited to participate in an interview process. 5. Conditional Hire: Upon receipt of a conditional offer, the selected candidate must complete and pass Live Scan/fingerprinting. If applicable, candidates may also need to pass a pre-employment medical exam, controlled substance and/or alcohol test, and possess any required licensure or certification prior to receiving a start date from the Department. Failure to meet these prerequisites will be grounds for withdrawal of your conditional offer of employment. QUESTIONS: For questions concerning this job announcement and the application process: Please visit https://www.governmentjobs.com/Home/ApplicationGuide for a comprehensive, step-by-step guide to the application process. For technical support between 6 AM - 5 PM PT, contact Live Application Support at 855-524-5627. Visit the City of Sacramento Human Resources Department website at https://www.cityofsacramento.gov/HR/employment ; Send an email to employment@cityofsacramento.org ; or Call the Human Resources Department at (916) 808-5726 Bilingual Pay Did you know that the City offers bilingual pay? That's right, most labor agreements offer the option of providing employees with bilingual pay if the department deems it to be operationally necessary. Pension Reform Act The City of Sacramento is covered by the California Public Employees' Retirement System, and as such, must adhere to the California Public Employee's Pension Reform Act (PEPRA) of 2013. Please note that the provisions within this act may affect or impact an applicant's eligibility and/or selection for open vacancies at the City of Sacramento. Equal Opportunity Employer The City of Sacramento is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Additional Information Civil Service Rules: https://www.cityofsacramento.gov/content/dam/portal/hr/documentlibrary/CivilServiceBoardRules62012.pdf Union Contracts: https://www.cityofsacramento.gov/HR/labor-agreements.html Salary Schedule: https://www.cityofsacramento.gov/content/dam/portal/hr/documentlibrary/SalarySchedule.pdf Closing Date/Time: Continuous
Jul 14, 2024
Full Time
THE POSITION THIS POSTING WILL BE OPEN UNTIL FILLED Application cut-off dates are weekly, every Monday With supervisor approval, incumbents may be eligible for intermittent remote work; however, they must physically reside within the Sacramento region or have the ability to regularly report to a City of Sacramento physical worksite with little notice. Under the direction of the City Treasurer, the Debt Management division is responsible for the issuance and management of multiple debt financings for the benefit of the City of Sacramento. The division collaborates with various internal and external parties to utilize the most cost-effective approach to meet the City’s financing needs. The division is also responsible for numerous post-issuance requirements related to the management of the City’s outstanding debt pursuant to federal and state requirements and bond covenants. IDEAL CANDIDATE STATEMENT The ideal candidate in the Debt Management Division of the City Treasurer’s Office should have strong attention to detail and comprehensive knowledge of Office 365. The ideal candidate will have experience working with municipal finance, or special districts management; experience working on negotiated bond issuances and managing debt service; performing financial reconciliation and financial analysis. The ideal candidate should possess effective organizational and interpersonal skills including written and verbal communication skills. Under general supervision, the Senior Debt Analyst performs professional level work related to debt issuances and debt management. The Senior Debt Analyst performs management of complex programs and projects, associated with debt-related responsibilities within the Debt Management Division of the Office of the Treasurer; collaborates with legal counsel, consultants, banks and underwriters on debt-related issues; and helps ensure City compliance with applicable, state and federal laws, ordinances, codes, and policies. DISTINGUISHING CHARACTERISTICS This advanced journey-level classification may be populated with multiple incumbents. An incumbent works with a moderate level of independent authority, supporting programs/functions that have a citywide financial impact. This classification is distinguished from the next lower classification of Debt Analyst by the degree of independence assigned to incumbents, and the possible assignment of supervisory responsibilities. Senior Debt Analyst is distinguished from the Treasury Manager in that the latter manages the debt management and financing program and may act in the absence of the City Treasurer. SUPERVISION RECEIVED AND EXERCISED Limited direction is provided higher-level management. An incumbent may provide lead direction and/or supervision of subordinate staff, but lack of such assignment is not critical to defining the class. ESSENTIAL DUTIES AND RESPONSIBILITIES Depending on assignment, duties may include, but are not limited to, the following: Prepares and manages all phases of debt financing including bond sizing, debt structuring, official statement preparation, development and review for legal compliance. Performs strategic financial analysis to identify and recommend specific financing and risk management strategies; conducts market research to determine pricing. Provides technical advice and guidance to high level managers on debt and capital financing issues; assists in the development of multi-series or multi-prong issuance of debt. Performs a variety of tasks associated with the management of the City's debt portfolio including post-issuance and compliance. Assists in the development and implementation of debt management policies, practices and procedures; attends meetings, conferences, and workshops; may participate on committees and task forces as required; may make presentations to various groups and individuals. Other related duties may also be performed; not all duties listed are necessarily performed by each individual holding this classification. QUALIFICATIONS Knowledge of: Principles and practices of modern public administration. Principles and practices of municipal debt issuance and management. Financing instruments, derivative products and credit enhancements. Federal and state regulations related to municipal finance and bond issuance. Principles and practices of financial analysis and record keeping, including computerized reporting; fundamental principles and methods of cash flow analysis and projection. Current literature, laws, regulations, and developments, as well as various agencies that impact municipal Treasury activities. Research methods and report writing techniques. Bond issuance and management strategies in a government, municipal, or local agency. Fundamental principles and techniques of project management. Skill in: Use of modern information technology instruments, including computers, software applications and peripherals, as they relate to areas of assignment. Ability to: Participate in bond-related activities within a public city treasury; meet critical deadlines and complete assignments and tasks in an accurate and timely manner. Read and understand laws and regulations impacting municipal finance activities, particularly those related to bond issuance and management. Establish and maintain effective working relationships with public officials, public/private agencies, the general public, and others on a variety of issues. Calculate present, future and discounted cash flows. Prepare and present narrative, financial, and statistical reports, correspondence, and other documents. EXPERIENCE AND EDUCATION Experience: Five years of professional and analytical, debt-related work preferably in a government, municipal, or local agency that included some responsibility for managing financial transactions and/or issuance of bonds. -AND- Education: Graduation from an accredited college or university with a bachelor's degree. Substitution: A Master's degree in a related field may substitute for one year of the required experience. OR Additional qualifying experience may substitute for the required education on a year for year basis. PROOF OF EDUCATION Should education be used to qualify for this position, then proof of education such as, but not limited to, university/college transcripts and degrees should be submitted with your application and will be required at the time of appointment . Unofficial documents and/or copies are acceptable. An applicant with a college degree obtained outside the United States must have education records evaluated by a credentials evaluation service. Evaluation of education records will be due at time of appointment. SPECIAL QUALIFICATIONS Driver License: Possession of a valid California Class C Driver License may be required at the time of appointment. For positions where ability to drive is not an essential function, the employee must be able to arrange reliable and timely transportation whether through use of their private vehicle, use of government vehicle (when available) or through other private or public transportation for their attendance at essential off-site meetings, events, and trainings. THE SELECTION PROCEDURE Please note, the City of Sacramento's preferred method of communication with applicants is via e-mail. As such, please ensure you verify the e-mail address on your application, and check your e-mail frequently, including your spam and junk folders. All e-mail notifications can also be accessed through the governmentjobs.com applicant inbox. 1. Application: (Pass/Fail) - All applicants must complete and submit online a City of Sacramento employment application for further consideration by the next posted cut -off date; Employment applications must be submitted online; paper applications will not be accepted. Employment applications will be considered incomplete and will be disqualified: If applicants do not list current and past job-related experience in the duties area of the "Work Experience" section. Note: Qualifying experience is based on full-time experience (40 hours per week). Qualifying experience is calculated to the full-time equivalent (pro-rated if less than 40 hours/week). If "see resume" is noted in the "Work Experience" section; a resume will not substitute for the information required in the "Work Experience" section. Position/job titles will not be considered in determining eligibility for meeting the minimum qualifications for this position. Proof of education such as, but not limited to, university/college transcripts and degrees should be submitted online with your application. Proof of education will be required at time of appointment. 2. Supplemental Questionnaire: (Pass/Fail) - In addition to the City of Sacramento employment application, all applicants must complete and submit online responses to the supplemental questionnaire to the City of Sacramento Employment Office as part of the application process ; Responses to the supplemental questionnaire must be submitted online; paper questionnaire will not be accepted. Incomplete supplemental questionnaire will not pass the review process; omitted information cannot be considered or assumed. A resume will not substitute for the information required in the supplemental questionnaire. Possession of the minimum qualifications is not necessarily a guarantee for further advancement in the selection process. 3. Screening Committee: (Pass/Fail) - All applications received will be forwarded to the hiring department for review until the position is filled. The hiring department will select the most competitive applications for further consideration. Human Resources will only evaluate employment applications for the minimum qualifications, as stated on the job announcement, for applications selected by the hiring department. 4. Interview Process: Human Resources will forward applications to the hiring department. Those determined to be the most qualified candidates will be invited to participate in an interview process. 5. Conditional Hire: Upon receipt of a conditional offer, the selected candidate must complete and pass Live Scan/fingerprinting. If applicable, candidates may also need to pass a pre-employment medical exam, controlled substance and/or alcohol test, and possess any required licensure or certification prior to receiving a start date from the Department. Failure to meet these prerequisites will be grounds for withdrawal of your conditional offer of employment. QUESTIONS: For questions concerning this job announcement and the application process: Please visit https://www.governmentjobs.com/Home/ApplicationGuide for a comprehensive, step-by-step guide to the application process. For technical support between 6 AM - 5 PM PT, contact Live Application Support at 855-524-5627. Visit the City of Sacramento Human Resources Department website at https://www.cityofsacramento.gov/HR/employment ; Send an email to employment@cityofsacramento.org ; or Call the Human Resources Department at (916) 808-5726 Bilingual Pay Did you know that the City offers bilingual pay? That's right, most labor agreements offer the option of providing employees with bilingual pay if the department deems it to be operationally necessary. Pension Reform Act The City of Sacramento is covered by the California Public Employees' Retirement System, and as such, must adhere to the California Public Employee's Pension Reform Act (PEPRA) of 2013. Please note that the provisions within this act may affect or impact an applicant's eligibility and/or selection for open vacancies at the City of Sacramento. Equal Opportunity Employer The City of Sacramento is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Additional Information Civil Service Rules: https://www.cityofsacramento.gov/content/dam/portal/hr/documentlibrary/CivilServiceBoardRules62012.pdf Union Contracts: https://www.cityofsacramento.gov/HR/labor-agreements.html Salary Schedule: https://www.cityofsacramento.gov/content/dam/portal/hr/documentlibrary/SalarySchedule.pdf Closing Date/Time: Continuous
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band F Annual Salary Range $ 118,792.71 (Minimum) - $ 154,431.88 (Maximum) The negotiable salary offer will be between $118,792.71 - $140,710.67 /annually commensurate with experience and education. Reports To Payroll Manager Current Assignment First review of applications will be on January 23, 2024 The Senior Accounting Analyst is responsible for managing the biweekly CalPERS reconciliation and reporting process. This involves a thorough analysis of employee records and transactions, as well as a deep understanding of CalPERS regulations and guidelines. The Senior Accounting Analyst also provides leadership and guidance to the CalPERS reconciliation and reporting team, develops and implements new processes and procedures, collaborates with other departments, represents the department in meetings with CalPERS representatives, resolves complex reconciliation issues, and prepares and presents reports to management Day-to-day duties: Prepares biweekly ACH remittance to CalPERS by generating and analyzing CalPERS reports and interfaces.Ensures accuracy and compliance with CalPERS rules and regulations by investigating and resolving discrepancies between BART employee earnings records and CalPERS records.Collaborates with HRIS and CalPERS on employee earning records and other payroll-related matters.Processes employee earnings record corrections and adjustments received from HR.Corrects employee CalPERS contributions and issues collection letters or enters adjustments as needed.Reconciles receivables with payroll corrections to ensure accurate reporting.Reconciles payroll summaries with remittances to verify that all contributions have been sent to CalPERS correctly.Keeps payroll up to date with CalPERS Document History & letters to ensure that all changes are reflected in the payroll system.Develops and implements new procedures to improve the efficiency and accuracy of the CalPERS reconciliation and reporting process.Provides support to the payroll department as needed and performs other duties as assigned by the Payroll Manager. Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Examples of Duties Participates in the more difficult and complex tasks related to financial reporting, general accounting, capital and operating billing, investment accounting, capital asset accounting, payroll, and accounts payable. Participates in the review, administration, monitoring and preparation of District-wide financial reports involving capital project costs; monitors funding agreements and project expenditures; ensures maintenance of expenditure records which conform to funding agency requirements and District policy. Prepares quarterly, semi-annual, or annual reporting required by funding agreements and provides support to related compliance audits. Handles more complex construction or funding contracts and ensures capital grant billings are done in compliance with guidelines; tracks amounts billed and to be collected and coordinates with various grantors on the status of the billings. Analyzes and maintains project retention records for use in the capital billing. Resolves billing issues with project manager and addresses grantor inquiries. Analyzes, reviews and reconciles all capital assets maintained by the District. Responsible for reviewing, analyzing, and accounting for transactions, including the required reconciliations, associated with leases and subscription-based information technology arrangement in compliance with GASB 87 and GASB 96. Performs comprehensive review of all operating and capital revenue and expense accounts for monthly close and ensures cost center revenues and expenses are posted to the correct account and department. In charge of more complex financial accounts including operating and capital grants and expenses. Prepares required journal entries to update financial records. Participates in all financial audits, audits of financial statements, compliance audit, audits initiated by granting agencies and internal audit, and provides relevant analyses, roll forward schedules, and required audit supports. Reviews Trial Balances of assigned Funds and ensures accuracy of account balances, reconciles account balances with related subsidiary ledgers and interfund balances with the District’s General Fund and other Funds, initiate adjustments of project costs, if necessary, ensures collections of receivables, and process fund closeout. Prepares financial statements related to Post Employment Benefit Trust Account, specifically the Retiree Health Benefit Trust and the Survivor Benefit Trust. Prepares the National Transit Database Report, State Controller’s Report, Schedule of Federal Awards required for the Single Audit and other similar reports. Assist in preparing the District’s cash flow statements, Required Supplementary Schedules and Statistical Information included in BART’s audited Annual Financial Comprehensive Report. Handles the biweekly reporting and reconciliation of CalPERS contributions. Analyzes employee records and reconciles BART records with CalPERS records. Communicates and coordinates with internal departments and CalPERS to ensure earning records are in accordance with CalPERS rules and regulations. Handles and processes corrections of employee records with CalPERS. Analyzes, monitors, and accounts for invoices that are needed to be accrued at the end of the fiscal year to ensure that the District’s records conform with Generally Accepted Accounting Principles. Analyzes construction in progress account per project and coordinates with project managers to ensure completed projects are properly capitalized to ensure correct reporting and disclosure in the financial statements. Analyzes and accounts for transactions associated with bond issuances and or refunding, including the accounting of bond proceeds, property tax collected for debt service, periodic accrual of interest expense and interest income on funds held, amortization of bonds/investments premiums or discounts, bonds refunded, and revaluation of investments to fair market value. Analyzes the refunding and calculates the deferred loss or gain. Prepares cash and investments schedules in accordance with GASB 40, debt related roll-forward schedules, and handles the associated annual audit and required footnote disclosures. Develops and recommends improvements to computerized financial management system and accounting procedures for efficiency, to conform with federal or state laws and generally accepted accounting principles, and to strengthen internal control. May train assigned employees in their areas of work including cost collection and analyses. Represents their division at various meetings with other departments and divisions; communicates information and activities with others as appropriate and participate in special projects Perform other tasks as assigned. Minimum Qualifications Education A Bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. CPA certification is preferred. Experience The equivalent of three (3) years of fulltime, professional level relevant general accounting, financial reporting, and/or auditing experience. License or Certificate A valid certificate as a Certified Public Accountant (CPA) is preferred. Substitution Additional professional experience as outlined above may be substituted for the education on a year-for- year basis. Knowledge and Skills Knowledge of : Advanced principles, practices and procedures of Accounting and Financial Reporting. Laws and regulations relating to the financial administration of public agencies and transportation authorities in the State of California. Principles of financial and operational analysis. Principles of Construction in Progress and asset capitalization. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project costing and how labor and non-labor data flow and are accounted for in the District’s financial reports. Principles of Project Cost billing. Principles of Operating Cost billing. Organization of voluminous financial data using advanced Excel and macros. Accounting for Investments and how transactions are presented in the financials. Accounting for Trust accounts. Principles and practices of financial record keeping and reporting. Principles of Government Accounting Standards Board (GASB) guidelines. 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 accounting analyses and data organization. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of staff from various departments in finance, specifically Payroll, Accounts Payable, Accounts Receivable and Financial Reporting. Analyzing account issues and problems, identifying alternative solutions and implementing recommendations. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing financial data related 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.
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 F Annual Salary Range $ 118,792.71 (Minimum) - $ 154,431.88 (Maximum) The negotiable salary offer will be between $118,792.71 - $140,710.67 /annually commensurate with experience and education. Reports To Payroll Manager Current Assignment First review of applications will be on January 23, 2024 The Senior Accounting Analyst is responsible for managing the biweekly CalPERS reconciliation and reporting process. This involves a thorough analysis of employee records and transactions, as well as a deep understanding of CalPERS regulations and guidelines. The Senior Accounting Analyst also provides leadership and guidance to the CalPERS reconciliation and reporting team, develops and implements new processes and procedures, collaborates with other departments, represents the department in meetings with CalPERS representatives, resolves complex reconciliation issues, and prepares and presents reports to management Day-to-day duties: Prepares biweekly ACH remittance to CalPERS by generating and analyzing CalPERS reports and interfaces.Ensures accuracy and compliance with CalPERS rules and regulations by investigating and resolving discrepancies between BART employee earnings records and CalPERS records.Collaborates with HRIS and CalPERS on employee earning records and other payroll-related matters.Processes employee earnings record corrections and adjustments received from HR.Corrects employee CalPERS contributions and issues collection letters or enters adjustments as needed.Reconciles receivables with payroll corrections to ensure accurate reporting.Reconciles payroll summaries with remittances to verify that all contributions have been sent to CalPERS correctly.Keeps payroll up to date with CalPERS Document History & letters to ensure that all changes are reflected in the payroll system.Develops and implements new procedures to improve the efficiency and accuracy of the CalPERS reconciliation and reporting process.Provides support to the payroll department as needed and performs other duties as assigned by the Payroll Manager. Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Examples of Duties Participates in the more difficult and complex tasks related to financial reporting, general accounting, capital and operating billing, investment accounting, capital asset accounting, payroll, and accounts payable. Participates in the review, administration, monitoring and preparation of District-wide financial reports involving capital project costs; monitors funding agreements and project expenditures; ensures maintenance of expenditure records which conform to funding agency requirements and District policy. Prepares quarterly, semi-annual, or annual reporting required by funding agreements and provides support to related compliance audits. Handles more complex construction or funding contracts and ensures capital grant billings are done in compliance with guidelines; tracks amounts billed and to be collected and coordinates with various grantors on the status of the billings. Analyzes and maintains project retention records for use in the capital billing. Resolves billing issues with project manager and addresses grantor inquiries. Analyzes, reviews and reconciles all capital assets maintained by the District. Responsible for reviewing, analyzing, and accounting for transactions, including the required reconciliations, associated with leases and subscription-based information technology arrangement in compliance with GASB 87 and GASB 96. Performs comprehensive review of all operating and capital revenue and expense accounts for monthly close and ensures cost center revenues and expenses are posted to the correct account and department. In charge of more complex financial accounts including operating and capital grants and expenses. Prepares required journal entries to update financial records. Participates in all financial audits, audits of financial statements, compliance audit, audits initiated by granting agencies and internal audit, and provides relevant analyses, roll forward schedules, and required audit supports. Reviews Trial Balances of assigned Funds and ensures accuracy of account balances, reconciles account balances with related subsidiary ledgers and interfund balances with the District’s General Fund and other Funds, initiate adjustments of project costs, if necessary, ensures collections of receivables, and process fund closeout. Prepares financial statements related to Post Employment Benefit Trust Account, specifically the Retiree Health Benefit Trust and the Survivor Benefit Trust. Prepares the National Transit Database Report, State Controller’s Report, Schedule of Federal Awards required for the Single Audit and other similar reports. Assist in preparing the District’s cash flow statements, Required Supplementary Schedules and Statistical Information included in BART’s audited Annual Financial Comprehensive Report. Handles the biweekly reporting and reconciliation of CalPERS contributions. Analyzes employee records and reconciles BART records with CalPERS records. Communicates and coordinates with internal departments and CalPERS to ensure earning records are in accordance with CalPERS rules and regulations. Handles and processes corrections of employee records with CalPERS. Analyzes, monitors, and accounts for invoices that are needed to be accrued at the end of the fiscal year to ensure that the District’s records conform with Generally Accepted Accounting Principles. Analyzes construction in progress account per project and coordinates with project managers to ensure completed projects are properly capitalized to ensure correct reporting and disclosure in the financial statements. Analyzes and accounts for transactions associated with bond issuances and or refunding, including the accounting of bond proceeds, property tax collected for debt service, periodic accrual of interest expense and interest income on funds held, amortization of bonds/investments premiums or discounts, bonds refunded, and revaluation of investments to fair market value. Analyzes the refunding and calculates the deferred loss or gain. Prepares cash and investments schedules in accordance with GASB 40, debt related roll-forward schedules, and handles the associated annual audit and required footnote disclosures. Develops and recommends improvements to computerized financial management system and accounting procedures for efficiency, to conform with federal or state laws and generally accepted accounting principles, and to strengthen internal control. May train assigned employees in their areas of work including cost collection and analyses. Represents their division at various meetings with other departments and divisions; communicates information and activities with others as appropriate and participate in special projects Perform other tasks as assigned. Minimum Qualifications Education A Bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. CPA certification is preferred. Experience The equivalent of three (3) years of fulltime, professional level relevant general accounting, financial reporting, and/or auditing experience. License or Certificate A valid certificate as a Certified Public Accountant (CPA) is preferred. Substitution Additional professional experience as outlined above may be substituted for the education on a year-for- year basis. Knowledge and Skills Knowledge of : Advanced principles, practices and procedures of Accounting and Financial Reporting. Laws and regulations relating to the financial administration of public agencies and transportation authorities in the State of California. Principles of financial and operational analysis. Principles of Construction in Progress and asset capitalization. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project costing and how labor and non-labor data flow and are accounted for in the District’s financial reports. Principles of Project Cost billing. Principles of Operating Cost billing. Organization of voluminous financial data using advanced Excel and macros. Accounting for Investments and how transactions are presented in the financials. Accounting for Trust accounts. Principles and practices of financial record keeping and reporting. Principles of Government Accounting Standards Board (GASB) guidelines. 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 accounting analyses and data organization. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of staff from various departments in finance, specifically Payroll, Accounts Payable, Accounts Receivable and Financial Reporting. Analyzing account issues and problems, identifying alternative solutions and implementing recommendations. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing financial data related 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.
Cal State University (CSU) Monterey Bay
100 Campus Center, Seaside, CA 93955, USA
Classification: Senior Budget Analyst Hours: Full-time / 40 hours per week FLSA: Exempt Anticipated Hiring Salary Range: $6,000 - $6,800* mo. CSU Salary Schedule *CSUMB provides pay scales representing its good faith estimate of what the university reasonably expects to pay for this position. The pay offered to a selected candidate will be determined on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, and CSU systemwide pay for comparable jobs. Priority Screening Date: July 18 2024 Recruitment Status: Open Until Filled ABOUT CSUMB California State University, Monterey Bay is a mid-sized university in California’s Central Coast that grants undergraduate and graduate degrees. Powered by an inspiring Founding Vision Statement , CSUMB is part of the nation’s largest four-year public university system, California State University , which educates nearly 460,000 students every year. With a vibrant, diverse student body of over 7,000 students, CSU Monterey Bay is both a Minority Serving Institution and a Hispanic Serving Institution. Our staff and faculty transform students’ lives with a focus on student success and engagement through experiential learning, service learning, and a strong emphasis on multicultural and global perspectives. CSUMB’s sustainability goal is to be carbon neutral by 2030. The university’s Strategic Plan prioritizes inclusive excellence through recruiting and investing in developing a diverse body of faculty, staff and administrators. Many appreciate living and working close to the shores of beautiful Monterey Bay, with easy access to recreational areas from Big Sur to Santa Cruz. Nearby opportunities for collaborative research include working in the Monterey Bay National Marine Sanctuary and Silicon Valley, and with colleagues at local research universities, including UC Santa Cruz and Stanford University. As one of the 23 campuses in the CSU system, CSUMB offers excellent benefits, including access to below-market-rate rental housing on East Campus, and competitive salaries for faculty and staff. With proximity to the San Francisco Bay Area and San Jose, opportunities for faculty, staff and students are as endless as the shores of the nearby Pacific Ocean. PURPOSE : Under the general supervision of the Associate Vice President of Finance, the Senior Budget Analyst independently performs the full range of professional budgeting work, including complex and in-depth analysis, required to develop and administer the California State University, Monterey Bay (CSUMB) budget. The incumbent also assists in providing consultative budget-related services to campus officials and employees. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following : Analyzes budgetary data and financial information; prepares reports to illustrate findings. Develops budgetary information through analysis and forecasting within context of policies, practices and expert knowledge of data flow and budgetary planning. Assists in providing consultative guidance to campus constituencies in administering budgetary and financial policies and practices, ensuring compliance with CSU system and campus budgeting policies. Develops and implements budgetary reporting in conjunction with system analysts and financial departments to provide accurate, timely reporting designed for various campus constituencies, such as senior management, Budget Office and campus divisions and departments, with various data displays for ease of comprehension. Performs or oversees analysis and processing of CFS budget transfers and other forms related to the campus-wide Labor Cost Distribution (LCD) (Position Funding Forms & Payroll Adjustments). Performs complex salary calculations and distributes the campus-wide compensation pool for bargaining-unit driven salary increases, including forecasting of annual funding requirements. Conducts benefit usage (employer-cost) analyses and projects a central employer-cost benefits pool. Provides administrative support in the preparation and allocation of the comprehensive annual budget for operating and capital improvement programs, assisting in ensuring the financial integrity of the campus is maintained. Assists in developing, recommending and implementing short and long-term budget planning. Participates in preparation of the annual campus budget submission to the CSU Chancellor's Office in the required coded format of the CSU Financial Information Resource Management System (FIRMS). Interprets, coordinates, and processes Interagency Financial Transactions (IFTs) from the systemwide office used to allocate funding to campuses regularly throughout the year for various projects, initiatives, and other programs as needed. Creates efficiencies that help the budget office to streamline processes e.g., documentation/ organization of current processes, creation of online trainings, assistance in campus use of current and future financial software, etc. Assist in the development, implementation, and maintenance of the student fee master database of approved student fees. This will include the collection of all applicable documentation from the Student Fee Advisory Committee (SFAC), including but not limited to SFAC minutes, fee proposals & supporting documentation, Presidential approval, etc. As an ex-officio member of the SFAC, the incumbent will review and evaluate information to ensure detail is complete to pass audit requirements, including cross-referencing as appropriate. Maintains extensive knowledge about the history of various CSU methods of approving fees, as established by current and prior Executive Orders. Develops and produces fee history reports for Finance and campus constituencies as appropriate. Assists in reviewing and analyzing fee requests from self-support units, outside of the SFAC purview. May make recommendations to leadership consistent with prior year submissions and CSU policy. Assists in the maintenance of trust fund agreements, including maintaining a Finance master list accessible by selected personnel. Maintains paperless documentation of trust agreements in meticulous detail. Audits and analyzes fund codes in CFS to ensure compliance with CSU Fund Attributes and CSUMB requirements prior to execution of new or revised agreements. Ensures agreements are filed and available for all trust funds to meet audit requirements and compliance on a quarterly basis. Other responsibilities can include the creation of agreements for new requests, the de-activation of existing trusts, etc. Other Functions : Performs other job-related duties and special projects as assigned. KNOWLEDGE, SKILLS AND ABILITIES : Thorough knowledge of financial, budgetary and accounting principles and practices. General knowledge of the purpose, functions, and fiscal organization of the campus; principles of position control and budgetary alignment. Working knowledge of the principles and practices of public finance, administrative personnel, fiscal management and cash-flow management; research techniques and statistical principles and procedures. Advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems. Knowledge of or ability to learn quickly the financial structure and financial procedures of the CSU. Advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems. Ability to : analyze and review the budgets and financial practices of the campus; communicate clearly and present complex budget information in a clear, concise and professional manner; analyze situations accurately, and develop an effective course of action; establish and maintain effective working relationships within and outside the work group. MINIMUM QUALIFICATIONS : Equivalent to a bachelor’s degree with a major in accounting, business administration, finance or a closely related field OR a combination of education and experience which provides the required knowledge and abilities. Three (3) years of progressively responsible analytical experience including two years performing work involving the preparation, justification, and analysis, or the control and administration of a budget or budgetary program. SPECIALIZED SKILLS : Skilled in: budgetary/financial analysis, evaluation, and planning; administering budgets or financial plans; and ensuring the use of appropriate budgetary controls. Demonstrated ability to develop or improve administrative policies, procedures and/or practices. Thorough knowledge of office systems and ability to use a broad range of technology, systems, and software packages to include complex financial and human resources systems. Demonstrated ability to address the essential functions associated with this position including the knowledge and abilities identified above. PREFERRED QUALIFICATIONS : Campus-wide or company-wide budgetary program analysis, planning or administration experience. Ability to: take responsibility and the initiative to prioritize emerging issues: handle multiple tasks and projects; work with representatives from public and private entities and handle potentially sensitive situations and confidential information; understand and analyze situations or issues from a broad, interactive perspective, discern applicable underlying principles and develop a strategic solution; effectively work with various campus constituencies using consultative and facilitation skills to build consensus. CSU or higher education budgetary or financial experience. Knowledge of the principles and practices of governmental budgeting, accounting and public finance. Experience with: PeopleSoft Human Resources, Finance or similar enterprise-wide information management system, including implementation experience; data query tools, such as BRIO/Hyperion or similar products; information retrieval and data presentation and reporting. Google applications; and, Microsoft Professional Suite-especially PowerPoint, Word, Excel, etc. Technical fluency with Oracle/PeopleSoft, CSU Common Management System or equivalent student/finance information system; Microsoft Office Professional Suite, and Google mail and calendaring programs. SPECIAL CONDITIONS OF EMPLOYMENT & POSITION DESIGNATIONS : All offers of employment are contingent upon the successful completion of a background check (including a criminal records check). The person holding this position will have a duty to report to the Campus Title IX Officer information pertaining to discrimination, harassment, sexual misconduct, sexual exploitation, dating violence, domestic violence, stalking, and retaliation and is required to comply with the requirements set forth in CSU Executive Order EO 1095, EO 1096, and EO 1097 as a condition of employment. This position has been designated as a sensitive position with access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards . This position has been designated as a sensitive position with: access to, or control over, cash, checks, credit cards, and/or credit card account information access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards This position is designated as a Campus Security Authority (CSA). The position is required to participate in training at the direction of the Clery Director and must also promptly report allegations of reportable crimes according to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, its accompanying regulations; the California State Education Code, Chapter 15.5, of the Donahoe Higher Education Act, Section 67380; and the California State University system-wide policy, Code EO 1107. May require occasional evenings and/or weekend work. PHYSICAL ENVIRONMENT : Office environment with standard equipment and tasks. The position requires working at a computer and desk for extended periods of time. May require travel between campus offices and off-campus locations. The health and safety of our students, faculty, and staff remain our highest priority. While on campus, students, faculty, staff, and the community will be expected to follow all campus safety mandates. BENEFITS/PERKS : CSUMB offers a premium benefit package that includes outstanding vacation, health, dental and vision plans; membership in the California Public Employees Retirement System (CalPERS); and 15 paid holidays a year. For more information, visit Employee Benefits Summary . As a perk, the University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability; visit Schoonover Employee Housing for more information. APPLICATION PROCEDURE : For full consideration, applicants must complete the required online application prior to the priority screen date found at Careers at CSUMB . Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned. CSUMB is not a sponsoring agency for staff or management positions. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting Human Resources at (831) 582-3389 or emailing humanresources@csumb.edu . All employees must be eligible for employment in the U.S. GENERAL INFORMATION : CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at https://csumb.edu/clery/asr-and-fsr-notices-availability/ . CSUMB is a smoke and tobacco-free campus. EQUAL OPPORTUNITY EMPLOYER : CSUMB is an Equal Opportunity employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability. Advertised: Jun 27 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Jun 28, 2024
Classification: Senior Budget Analyst Hours: Full-time / 40 hours per week FLSA: Exempt Anticipated Hiring Salary Range: $6,000 - $6,800* mo. CSU Salary Schedule *CSUMB provides pay scales representing its good faith estimate of what the university reasonably expects to pay for this position. The pay offered to a selected candidate will be determined on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, and CSU systemwide pay for comparable jobs. Priority Screening Date: July 18 2024 Recruitment Status: Open Until Filled ABOUT CSUMB California State University, Monterey Bay is a mid-sized university in California’s Central Coast that grants undergraduate and graduate degrees. Powered by an inspiring Founding Vision Statement , CSUMB is part of the nation’s largest four-year public university system, California State University , which educates nearly 460,000 students every year. With a vibrant, diverse student body of over 7,000 students, CSU Monterey Bay is both a Minority Serving Institution and a Hispanic Serving Institution. Our staff and faculty transform students’ lives with a focus on student success and engagement through experiential learning, service learning, and a strong emphasis on multicultural and global perspectives. CSUMB’s sustainability goal is to be carbon neutral by 2030. The university’s Strategic Plan prioritizes inclusive excellence through recruiting and investing in developing a diverse body of faculty, staff and administrators. Many appreciate living and working close to the shores of beautiful Monterey Bay, with easy access to recreational areas from Big Sur to Santa Cruz. Nearby opportunities for collaborative research include working in the Monterey Bay National Marine Sanctuary and Silicon Valley, and with colleagues at local research universities, including UC Santa Cruz and Stanford University. As one of the 23 campuses in the CSU system, CSUMB offers excellent benefits, including access to below-market-rate rental housing on East Campus, and competitive salaries for faculty and staff. With proximity to the San Francisco Bay Area and San Jose, opportunities for faculty, staff and students are as endless as the shores of the nearby Pacific Ocean. PURPOSE : Under the general supervision of the Associate Vice President of Finance, the Senior Budget Analyst independently performs the full range of professional budgeting work, including complex and in-depth analysis, required to develop and administer the California State University, Monterey Bay (CSUMB) budget. The incumbent also assists in providing consultative budget-related services to campus officials and employees. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following : Analyzes budgetary data and financial information; prepares reports to illustrate findings. Develops budgetary information through analysis and forecasting within context of policies, practices and expert knowledge of data flow and budgetary planning. Assists in providing consultative guidance to campus constituencies in administering budgetary and financial policies and practices, ensuring compliance with CSU system and campus budgeting policies. Develops and implements budgetary reporting in conjunction with system analysts and financial departments to provide accurate, timely reporting designed for various campus constituencies, such as senior management, Budget Office and campus divisions and departments, with various data displays for ease of comprehension. Performs or oversees analysis and processing of CFS budget transfers and other forms related to the campus-wide Labor Cost Distribution (LCD) (Position Funding Forms & Payroll Adjustments). Performs complex salary calculations and distributes the campus-wide compensation pool for bargaining-unit driven salary increases, including forecasting of annual funding requirements. Conducts benefit usage (employer-cost) analyses and projects a central employer-cost benefits pool. Provides administrative support in the preparation and allocation of the comprehensive annual budget for operating and capital improvement programs, assisting in ensuring the financial integrity of the campus is maintained. Assists in developing, recommending and implementing short and long-term budget planning. Participates in preparation of the annual campus budget submission to the CSU Chancellor's Office in the required coded format of the CSU Financial Information Resource Management System (FIRMS). Interprets, coordinates, and processes Interagency Financial Transactions (IFTs) from the systemwide office used to allocate funding to campuses regularly throughout the year for various projects, initiatives, and other programs as needed. Creates efficiencies that help the budget office to streamline processes e.g., documentation/ organization of current processes, creation of online trainings, assistance in campus use of current and future financial software, etc. Assist in the development, implementation, and maintenance of the student fee master database of approved student fees. This will include the collection of all applicable documentation from the Student Fee Advisory Committee (SFAC), including but not limited to SFAC minutes, fee proposals & supporting documentation, Presidential approval, etc. As an ex-officio member of the SFAC, the incumbent will review and evaluate information to ensure detail is complete to pass audit requirements, including cross-referencing as appropriate. Maintains extensive knowledge about the history of various CSU methods of approving fees, as established by current and prior Executive Orders. Develops and produces fee history reports for Finance and campus constituencies as appropriate. Assists in reviewing and analyzing fee requests from self-support units, outside of the SFAC purview. May make recommendations to leadership consistent with prior year submissions and CSU policy. Assists in the maintenance of trust fund agreements, including maintaining a Finance master list accessible by selected personnel. Maintains paperless documentation of trust agreements in meticulous detail. Audits and analyzes fund codes in CFS to ensure compliance with CSU Fund Attributes and CSUMB requirements prior to execution of new or revised agreements. Ensures agreements are filed and available for all trust funds to meet audit requirements and compliance on a quarterly basis. Other responsibilities can include the creation of agreements for new requests, the de-activation of existing trusts, etc. Other Functions : Performs other job-related duties and special projects as assigned. KNOWLEDGE, SKILLS AND ABILITIES : Thorough knowledge of financial, budgetary and accounting principles and practices. General knowledge of the purpose, functions, and fiscal organization of the campus; principles of position control and budgetary alignment. Working knowledge of the principles and practices of public finance, administrative personnel, fiscal management and cash-flow management; research techniques and statistical principles and procedures. Advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems. Knowledge of or ability to learn quickly the financial structure and financial procedures of the CSU. Advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems. Ability to : analyze and review the budgets and financial practices of the campus; communicate clearly and present complex budget information in a clear, concise and professional manner; analyze situations accurately, and develop an effective course of action; establish and maintain effective working relationships within and outside the work group. MINIMUM QUALIFICATIONS : Equivalent to a bachelor’s degree with a major in accounting, business administration, finance or a closely related field OR a combination of education and experience which provides the required knowledge and abilities. Three (3) years of progressively responsible analytical experience including two years performing work involving the preparation, justification, and analysis, or the control and administration of a budget or budgetary program. SPECIALIZED SKILLS : Skilled in: budgetary/financial analysis, evaluation, and planning; administering budgets or financial plans; and ensuring the use of appropriate budgetary controls. Demonstrated ability to develop or improve administrative policies, procedures and/or practices. Thorough knowledge of office systems and ability to use a broad range of technology, systems, and software packages to include complex financial and human resources systems. Demonstrated ability to address the essential functions associated with this position including the knowledge and abilities identified above. PREFERRED QUALIFICATIONS : Campus-wide or company-wide budgetary program analysis, planning or administration experience. Ability to: take responsibility and the initiative to prioritize emerging issues: handle multiple tasks and projects; work with representatives from public and private entities and handle potentially sensitive situations and confidential information; understand and analyze situations or issues from a broad, interactive perspective, discern applicable underlying principles and develop a strategic solution; effectively work with various campus constituencies using consultative and facilitation skills to build consensus. CSU or higher education budgetary or financial experience. Knowledge of the principles and practices of governmental budgeting, accounting and public finance. Experience with: PeopleSoft Human Resources, Finance or similar enterprise-wide information management system, including implementation experience; data query tools, such as BRIO/Hyperion or similar products; information retrieval and data presentation and reporting. Google applications; and, Microsoft Professional Suite-especially PowerPoint, Word, Excel, etc. Technical fluency with Oracle/PeopleSoft, CSU Common Management System or equivalent student/finance information system; Microsoft Office Professional Suite, and Google mail and calendaring programs. SPECIAL CONDITIONS OF EMPLOYMENT & POSITION DESIGNATIONS : All offers of employment are contingent upon the successful completion of a background check (including a criminal records check). The person holding this position will have a duty to report to the Campus Title IX Officer information pertaining to discrimination, harassment, sexual misconduct, sexual exploitation, dating violence, domestic violence, stalking, and retaliation and is required to comply with the requirements set forth in CSU Executive Order EO 1095, EO 1096, and EO 1097 as a condition of employment. This position has been designated as a sensitive position with access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards . This position has been designated as a sensitive position with: access to, or control over, cash, checks, credit cards, and/or credit card account information access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards This position is designated as a Campus Security Authority (CSA). The position is required to participate in training at the direction of the Clery Director and must also promptly report allegations of reportable crimes according to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, its accompanying regulations; the California State Education Code, Chapter 15.5, of the Donahoe Higher Education Act, Section 67380; and the California State University system-wide policy, Code EO 1107. May require occasional evenings and/or weekend work. PHYSICAL ENVIRONMENT : Office environment with standard equipment and tasks. The position requires working at a computer and desk for extended periods of time. May require travel between campus offices and off-campus locations. The health and safety of our students, faculty, and staff remain our highest priority. While on campus, students, faculty, staff, and the community will be expected to follow all campus safety mandates. BENEFITS/PERKS : CSUMB offers a premium benefit package that includes outstanding vacation, health, dental and vision plans; membership in the California Public Employees Retirement System (CalPERS); and 15 paid holidays a year. For more information, visit Employee Benefits Summary . As a perk, the University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability; visit Schoonover Employee Housing for more information. APPLICATION PROCEDURE : For full consideration, applicants must complete the required online application prior to the priority screen date found at Careers at CSUMB . Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned. CSUMB is not a sponsoring agency for staff or management positions. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting Human Resources at (831) 582-3389 or emailing humanresources@csumb.edu . All employees must be eligible for employment in the U.S. GENERAL INFORMATION : CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at https://csumb.edu/clery/asr-and-fsr-notices-availability/ . CSUMB is a smoke and tobacco-free campus. EQUAL OPPORTUNITY EMPLOYER : CSUMB is an Equal Opportunity employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability. Advertised: Jun 27 2024 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 AFE $116,530.67 - $151,489.49 Annually *Initial salary is negotiable between $116,530.67 -$128,855.85 (annually) commensurate with experience and education. CURRENT ASSIGNMENT This recruitment is Open Until Filled. First review of applicants will be 9/23/2024. Rolling Stock & Shops (RS&S) is currently seeking a Senior Administrative Analyst. The individual chosen for this role will be pivotal in supporting the management of procurement and administrative processes to ensure RS&S maintains optimal efficiency in its operations. The incumbent will serve as a critical liaison between RS&S and the Procurement department, ensuring that procurement procedures are fulfilled promptly, and that Purchase Requisitions (PRs) and Purchase Orders (POs) are processed and acted upon in a timely manner, thus facilitating seamless operational efficiency for RS&S. In addition, this Senior Administrative Analyst will be responsible for supervising Material Expeditors to ensure they are effectively supporting inventory and material management processes. This supervision will involve task alignment, performance monitoring, and facilitating training sessions to ensure that the team meets RS&S's operational standards and goals. The incumbent will be based on-site in Hayward, actively participating in high-level inventory audits and reconciliations at RS&S maintenance facilities, providing analytical support and oversight. RS&S is an ISO 9001:2015 certified department with a $177+ operating budget and 886 FTE, which provides engineering, maintenance, and operations support for the BART railcar fleet The ideal candidate will possess the following skills and experience in addition to the minimum qualifications: Strong leadership and organizational skills, with a focus on efficient management of inventory systems. Extensive experience in inventory management, including optimization of stock levels, forecasting, and data analysis. Proficiency in Maximo for inventory tracking; order processing; Maximo Requisitions; Asset; and WO information; and overseeing Purchase Requisitions and Purchase Orders internally and externally. Competency in PeopleSoft for dispatching Purchase Orders and coordinating with various departments. Strong communication skills and the ability to collaborate effectively with multiple teams and external suppliers. Proficiency in Excel for data analysis and knowledge of SQL for extracting data from Maximo and other source data Tables. Expertise in conducting regular inventory audits and reconciliations, ensuring adherence to industry standards and regulations. Practiced in Root Cause Problem Solving as well as participating in implementing process changes. Experience in contract support and development. DEFINITION Performs a wide variety of complex technical, budgetary, analytical, procurement and administrative support duties for an assigned department or division; coordinates administrative systems, procedures and operations; and performs related duties as assigned. CLASS CHARACTERISTICS This is the advanced journey level class in the Administrative Analyst series. Positions at this level possess a specialized, technical, or functional expertise within the area of assignment or may exercise lead supervision over assigned lower level staff. Employees are typically assigned significant responsibilities above the journey level and often exercise independent judgment in the performance of all duties. This class is distinguished from the Principal Administrative Analyst in that the latter performs the most complex work assigned to series and may serve in a working supervisory capacity over lower level staff. REPORTS TO Rolling Stock & Shops Manager of Maintenance Planning & Logistics 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. APPLICATION PROCESS Current employees are strongly encouraged to apply online, either at www.bart.gov/jobs , or on WebBART. Current employees may also apply using a BART paper application by delivering the completed form to the Human Resources Department, or by mailing it to P. O. Box 12688, Oakland, CA 94604-2688. All applicants are asked to complete the application in full, indicating dates of employment, all positions held, hours worked, and a full description of duties. Online applicants are invited to electronically attach a resume to the application form to provide supplemental information, but should not consider the resume a substitute for the application form itself. Examples of Duties Performs a variety of complex administrative, operational, and analytical duties in support of department or division activities; coordinates project activities with District departments, divisions and external organizations. Coordinates the development, analysis and formulation of the annual budget; develops guidelines and instruction on budget process and procedures; reviews requests for staffing and capital outlay; forecasts funds needed for staffing, equipment and various projects; prepares departmental budget presentations; plans, receives, pays, and improves invoices, generates budget reports; provides status updates to appropriate Manager or Managing Director. Assists with the implementation of policy and procedural modifications; evaluates impact on divisions or departments; develops implementation plans; recommends and implements modifications. Implements new systems, methods and procedures; monitors program progress in meeting goals and objectives; conducts updates with management staff to inform and advise on project progress; makes adjustments as necessary. Coordinates and participates in District department or division organizational studies involving administrative or operational systems, procedures, functions, processes and techniques. Develops, implements and administers special administrative programs; analyzes current and historical trends; prepares and presents reports. Provides assistance in organizational development in assigned areas; identifies issues; collects data; analyzes alternatives and makes recommendations. Participates in special projects including research of new programs and services, budget analysis and preparation, and feasibility analyses; prepares and presents reports. Trains assigned employees in their area of work including administrative methods, procedures and techniques. Oversees general office activities; procures supplies; approves invoices; develops personnel schedules; responds to inquiries; investigates complaints; provides general analytical support. Represents assigned area at various meetings with other departments, divisions, outside agencies and contractors; communicates projects and activities with others as appropriate; prepares for and provides assistance with hosting and participating in transportation related meetings and events. Responds to and resolves difficult and sensitive inquiries and complaints. Minimum Qualifications Education : A Bachelor’s degree in business administration, public administration, accounting, economics or a related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional administrative, analytical and/or budgetary 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 : Operational characteristics, services and activities of assigned program area including administrative, financial, or operations functions. Principles and practices of program development and implementation. Principles and practices of budget preparation and administration. Methods of administrative, organizational, economic, and procedural analysis. Methods and techniques of statistical and financial analysis. Business computer applications for statistical analysis and data management. Principles and practices of procurement, purchasing, and accounting. Methods and techniques used to conduct a variety of analytical studies. Principles, practices, methods and techniques of report preparation. Principles and procedures of record keeping. Office equipment including computers, supporting word processing, and spreadsheet applications. Related Federal, state and local laws, codes and regulations. Skill in : Performing complex analytical duties. Preparing, administering and monitoring capital and operating budgets. Maintaining accurate records and files. Preparing clear and concise administrative, budgetary, and financial reports. Collecting, evaluating and interpreting complex information and data. Reviewing and analyzing complex technical documents and proposals. Analyzing complex problems, identify alternative solutions and recommend conclusions. Working independently in the absence of supervision. Interpreting and apply laws, policies, rules and regulations. Establishing and maintaining effective working relationships with those contacted in the course of work. Communicating clearly and concisely, both orally and in writing. Operating office equipment including computers and supporting word processing and spreadsheet applications. 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
Sep 07, 2024
Full Time
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary PAY RATE AFSCME Pay Band AFE $116,530.67 - $151,489.49 Annually *Initial salary is negotiable between $116,530.67 -$128,855.85 (annually) commensurate with experience and education. CURRENT ASSIGNMENT This recruitment is Open Until Filled. First review of applicants will be 9/23/2024. Rolling Stock & Shops (RS&S) is currently seeking a Senior Administrative Analyst. The individual chosen for this role will be pivotal in supporting the management of procurement and administrative processes to ensure RS&S maintains optimal efficiency in its operations. The incumbent will serve as a critical liaison between RS&S and the Procurement department, ensuring that procurement procedures are fulfilled promptly, and that Purchase Requisitions (PRs) and Purchase Orders (POs) are processed and acted upon in a timely manner, thus facilitating seamless operational efficiency for RS&S. In addition, this Senior Administrative Analyst will be responsible for supervising Material Expeditors to ensure they are effectively supporting inventory and material management processes. This supervision will involve task alignment, performance monitoring, and facilitating training sessions to ensure that the team meets RS&S's operational standards and goals. The incumbent will be based on-site in Hayward, actively participating in high-level inventory audits and reconciliations at RS&S maintenance facilities, providing analytical support and oversight. RS&S is an ISO 9001:2015 certified department with a $177+ operating budget and 886 FTE, which provides engineering, maintenance, and operations support for the BART railcar fleet The ideal candidate will possess the following skills and experience in addition to the minimum qualifications: Strong leadership and organizational skills, with a focus on efficient management of inventory systems. Extensive experience in inventory management, including optimization of stock levels, forecasting, and data analysis. Proficiency in Maximo for inventory tracking; order processing; Maximo Requisitions; Asset; and WO information; and overseeing Purchase Requisitions and Purchase Orders internally and externally. Competency in PeopleSoft for dispatching Purchase Orders and coordinating with various departments. Strong communication skills and the ability to collaborate effectively with multiple teams and external suppliers. Proficiency in Excel for data analysis and knowledge of SQL for extracting data from Maximo and other source data Tables. Expertise in conducting regular inventory audits and reconciliations, ensuring adherence to industry standards and regulations. Practiced in Root Cause Problem Solving as well as participating in implementing process changes. Experience in contract support and development. DEFINITION Performs a wide variety of complex technical, budgetary, analytical, procurement and administrative support duties for an assigned department or division; coordinates administrative systems, procedures and operations; and performs related duties as assigned. CLASS CHARACTERISTICS This is the advanced journey level class in the Administrative Analyst series. Positions at this level possess a specialized, technical, or functional expertise within the area of assignment or may exercise lead supervision over assigned lower level staff. Employees are typically assigned significant responsibilities above the journey level and often exercise independent judgment in the performance of all duties. This class is distinguished from the Principal Administrative Analyst in that the latter performs the most complex work assigned to series and may serve in a working supervisory capacity over lower level staff. REPORTS TO Rolling Stock & Shops Manager of Maintenance Planning & Logistics 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. APPLICATION PROCESS Current employees are strongly encouraged to apply online, either at www.bart.gov/jobs , or on WebBART. Current employees may also apply using a BART paper application by delivering the completed form to the Human Resources Department, or by mailing it to P. O. Box 12688, Oakland, CA 94604-2688. All applicants are asked to complete the application in full, indicating dates of employment, all positions held, hours worked, and a full description of duties. Online applicants are invited to electronically attach a resume to the application form to provide supplemental information, but should not consider the resume a substitute for the application form itself. Examples of Duties Performs a variety of complex administrative, operational, and analytical duties in support of department or division activities; coordinates project activities with District departments, divisions and external organizations. Coordinates the development, analysis and formulation of the annual budget; develops guidelines and instruction on budget process and procedures; reviews requests for staffing and capital outlay; forecasts funds needed for staffing, equipment and various projects; prepares departmental budget presentations; plans, receives, pays, and improves invoices, generates budget reports; provides status updates to appropriate Manager or Managing Director. Assists with the implementation of policy and procedural modifications; evaluates impact on divisions or departments; develops implementation plans; recommends and implements modifications. Implements new systems, methods and procedures; monitors program progress in meeting goals and objectives; conducts updates with management staff to inform and advise on project progress; makes adjustments as necessary. Coordinates and participates in District department or division organizational studies involving administrative or operational systems, procedures, functions, processes and techniques. Develops, implements and administers special administrative programs; analyzes current and historical trends; prepares and presents reports. Provides assistance in organizational development in assigned areas; identifies issues; collects data; analyzes alternatives and makes recommendations. Participates in special projects including research of new programs and services, budget analysis and preparation, and feasibility analyses; prepares and presents reports. Trains assigned employees in their area of work including administrative methods, procedures and techniques. Oversees general office activities; procures supplies; approves invoices; develops personnel schedules; responds to inquiries; investigates complaints; provides general analytical support. Represents assigned area at various meetings with other departments, divisions, outside agencies and contractors; communicates projects and activities with others as appropriate; prepares for and provides assistance with hosting and participating in transportation related meetings and events. Responds to and resolves difficult and sensitive inquiries and complaints. Minimum Qualifications Education : A Bachelor’s degree in business administration, public administration, accounting, economics or a related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional administrative, analytical and/or budgetary 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 : Operational characteristics, services and activities of assigned program area including administrative, financial, or operations functions. Principles and practices of program development and implementation. Principles and practices of budget preparation and administration. Methods of administrative, organizational, economic, and procedural analysis. Methods and techniques of statistical and financial analysis. Business computer applications for statistical analysis and data management. Principles and practices of procurement, purchasing, and accounting. Methods and techniques used to conduct a variety of analytical studies. Principles, practices, methods and techniques of report preparation. Principles and procedures of record keeping. Office equipment including computers, supporting word processing, and spreadsheet applications. Related Federal, state and local laws, codes and regulations. Skill in : Performing complex analytical duties. Preparing, administering and monitoring capital and operating budgets. Maintaining accurate records and files. Preparing clear and concise administrative, budgetary, and financial reports. Collecting, evaluating and interpreting complex information and data. Reviewing and analyzing complex technical documents and proposals. Analyzing complex problems, identify alternative solutions and recommend conclusions. Working independently in the absence of supervision. Interpreting and apply laws, policies, rules and regulations. Establishing and maintaining effective working relationships with those contacted in the course of work. Communicating clearly and concisely, both orally and in writing. Operating office equipment including computers and supporting word processing and spreadsheet applications. Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: Continuous
City of LIvermore
Livermore, California, United States
Description The City of Livermore is accepting applications to fill a Senior Management Analyst position in the Public Works Department. This position will perform complex administrative and analytical work in support of a wide range of asset management related programs and department project development with budgetary oversight; manages and promotes public education and engagement campaigns; negotiates and administers departmental and City-wide contracts; serves as a liaison with other departments, committees, governmental agencies, businesses, and the Livermore community; and performs related duties as assigned. For more information, please refer to the job announcement - click here ! DEFINITION Under general direction, performs professional administrative and analytical work in support of a wide range of municipal programs, operations, services, and policies; performs department/division program and project development, administration, and management with budgetary oversight; provides employee and/or public information, marketing, and education for assigned programs; facilitates self-directed teams; prepares grant proposals; negotiates and administers department, division, and City-wide contracts; serves as a liaison with other departments, committees, governmental agencies, businesses, and the Livermore community; serves as a member of the department’s management team; may provide staff support to community advisory bodies, commissions, and committees; and performs related duties as assigned. DISTINGUISHING CHARACTERISTICS This is an advanced journey-level classification in which incumbents have a broad range of independence within policy parameters requiring a high degree of judgment, level of responsibility, advanced technical and research skills, and preparation of recommendations to administrative officials. It is distinguished from the Management Analyst which is the journey-level classification performing a wide variety of analytical and professional administrative assignments in support of program objectives for an assigned operating department. SUPERVISION RECEIVED Receives general direction from a division head or department head. SUPERVISION EXERCISED May exercise direct supervision or lead direction to staff and work teams. Examples of Important and Essential Functions Program Management Functions Manages large/complex programs, including formulating program policies, goals and procedures, and planning, developing, organizing, and coordinating program activities; develops long range plans; monitors and reviews work both in progress and upon completion to ensure completion and compliance with department policy, standards and directions; performs administrative detail work and maintains appropriate program records and statistics; evaluates programs and initiates studies and analyses; prepares, administers, and monitors program budget(s); resolves problems and complaints regarding program activities; organizes events and markets program activities; and interacts with departmental representatives, public officials, the business community and the general public in the accomplishments of program objectives. Administrative Functions Conducts organizational, administrative, fiscal, and personnel related surveys and studies, documents findings, analyzes information, and makes recommendations; gathers and analyzes data, and prepares proposals including financial, staffing, and organizational requirements; investigates, interprets, and prepares recommendations in relation to proposals for new programs, grants, and services; coordinates and administers various contracts including the coordination and preparation of contract negotiations, rate setting, and monitoring contract compliance and performance; prepares specifications, request for proposals, and other technical and analytical reports and documents; evaluates operations and activities of assigned responsibilities and recommends improvements and modifications; implements new technologies, policies, and procedures; analyzes issues and prepares reports for submission to the City Council; may monitor, review, analyze and track State and Federal legislation and examine its affect on the City; serves as a resource ensuring consistency with City goals and objectives; answers questions and provides information to the public; plans, organizes, and conducts public meetings; investigates complaints and recommends action to resolve; organizes events and markets programs, activities, and events; represents the City in community meetings and in interdepartmental and interagency projects; prepares grant proposals and represents the City in its request for grant funds; assists in monitoring and administering a departmental budget; may perform special assignments at a department or City-wide level for routine or special activities; and develops, prepares and administers official documents for the department/division, such as ordinances, administrative regulations, orders, policies, and other related procedures. Supervisory Functions May supervise, train, and evaluate assigned personnel; and facilitates and leads self-directed departmental and city-wide work teams. Job Related and Essential Qualifications Demonstrated Knowledge of : Principles and practices of public administration, operational and organizational analysis, and public sector budgeting and analysis; principles and practices of program/project development, administration, monitoring, and evaluation techniques specific to the area of assignment; statistical concepts and methods; quantitative analytical techniques; methodologies and techniques of program management; administrative procedures of local government; various research techniques; technical and analytical report writing; advanced methods of report preparation and presentation; applicable Federal, State, and local laws and regulations relating to the area of assignment; effective supervisory practices and techniques, including hiring, training, evaluating performance, and employee discipline; principles of community and public relations; principles and practices of training methods and concepts; and principles and practices of modern office practices, procedures, methods and computer equipment. Demonstrated Skills to : Plan, organize and effectively administer programs and/or projects; analyze problems, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of goals; research and analyze a variety of complex technical and administrative issues; make sound policy and procedural recommendations; perform a wide variety of administrative duties for executive leadership with little or minimal supervision; accurately prepare and administer budgets; conduct fiscal and statistical analysis; perform mathematical calculations; negotiate complex agreements and financial packages; evaluate and develop improvements in operations, procedures, policies, or methods; supervise, train and evaluate personnel; communicate clearly and concisely, both orally and in writing; make effective public presentations before the City Council, boards and commissions, community groups and others; prepare completed staff work and detailed reports with minimal direction; exercise sound judgment, tact, creativity, resourcefulness, and leadership with the public, City officials, businesses, and other City departments; maintain and exhibit discretion, honesty, and integrity when handling sensitive situations; effectively work under the pressure of deadlines; establish and maintain effective working relationships with those contacted in the course of work; keep accurate records and files; and exemplify an enthusiastic, resourceful, and effective customer service attitude. Ability to : Learn, interpret, and apply Federal, State, and local laws, regulations, rules, policies and practices relative to areas of program responsibility; support and promote the City’s policies, goals, and vision; and keep informed of developments in assigned field and incorporate the latest and most progressive management concepts. Experience, Education, and Training Guidelines: Any combination of experience, education, and training that would provide the best-qualified candidates. A typical way to obtain the knowledge, skills, and abilities would be: Experience : Five years of progressively responsible, professional administrative experience performing a variety of analytical functions, such as project/program management, fiscal analysis, and organizational development. Two of the years of experience must be comparable to that of a Management Analyst with the City of Livermore. Public sector experience is highly desirable. Education : A Bachelor’s Degree in business administration, public administration, or an applicable field related to the assigned position. A Master’s Degree is desirable. Training : Any recent training, such as academic courses or certification programs, which are relevant to this job classification. License : May require the possession of a valid California driver's license and a satisfactory driving record as determined by the City. Other Requirements : Willingness and ability to work the hours necessary to accomplish the assigned duties; attend evening meetings; and travel out of town and attend workshops, conferences, seminars, and meetings during work and non-work hours. Special Requirements : Essential duties require the mental and/or physical ability to work in a standard office environment; drive a motor vehicle, if required; read fine print and computer monitors; operate a computer; effectively converse by telephone, in person, and to large groups and be clearly understood; safely lift and maneuver office supplies weighing up to 10 pounds; ability to sit for hours at a time; and stamina to work additional hours to meet deadlines. Additional Information The City of Livermore is an equal opportunity employer and supports workforce diversity. CITY OF LIVERMORE BENEFITS SUMMARY Livermore Management Group Please click here for a copy of the current Memorandum of Understanding (MOU) for the Livermore Management Group. The information contained here is a summary of benefits. For a more detailed summary of benefits for all employee groups, click here . Any errors or omissions do not constitute either an expressed or implied contract. Updated 1/2024 MOU TERM 07/01/2021 - 06/30/2025 SCHEDULED INCREASES 7/5/2021 2.5% 7/4/2022 4% 7/3/2023 3.0% 7/1/2024 2.5% CAFETERIA PLAN (MEDICAL/DENTAL/VISION) $1,950/month towards medical, dental, vision, additional & supplemental life insurance; unused balance paid in cash. BASIC LIFE INSURANCE& ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE (AD & D) $150,000 EE coverage, ER paid $1,000 dependent coverage, ER paid EE option to purchase $25,000 additional life insurance& supplemental life to $500,000. LONG TERM DISABILITY (LTD) 60% of base monthly earnings to $6,000/month max. (180 day waiting period) ER paid PERS New City of Livermore EEs are enrolled in the 2% at 60 formula or 2% at 62 formula, depending on eligibility, as per AB 340. Classic PERS Misc Member - 2% at 60 Member Rate = 7% EE paid Employer Rate = 34.43%ER paid (includes unfunded liability; FY23/24) 36 consecutive months Final Comp Sick Leave Credit 4th Level 59 Survivor Ben. Military Service Credit New PERS Misc Member - 2% at 62 Member Rate = 7.5% EE paid Employer Rate = 34.43%ER paid (includes unfunded liability; FY23/24) 36 consecutive months Final Comp Sick Leave Credit 4th Level 59 Survivor Ben. Military Service Credit MEDICARE (Hired after 3/31/86) EE paid 1.45% ER paid 1.45% RETIREMENT HEALTH SAVINGS (RHS) City contribution of 4% of base pay into RHS account. VACATION ACCRUAL Years of ServiceTotal Accrual Per Year 180.6 hrs 2-5120.12 hrs 6-10135.98 hrs 11-15160.94 hrs 16-19180.18 hrs 20+192.4 hrs Maximum accrual: 375 hours HOLIDAYS 12 observed holidays SICK LEAVE ACCRUAL 96.2 hours/year SICK LEAVE USAGE: FAMILY SICK LEAVE : For immediate Family Illness- ½ Annual Sick Leave Accrual. Additional time upon approval of City Manager. PARENTAL LEAVE : 4 regularly scheduled workdays for non-birthing parentwho becomes a parent by adoption, foster care placement, or birth of a child. BEREAVEMENT/ FUNERAL LEAVE (non-immediate family) : 3 regularly scheduled workdays forsister-in-law and brother-in-law. BEREAVEMENT LEAVE 3 regularly scheduled workdays max for immediate family. ADMINISTRATIVE LEAVE 80 hours per year. PREGNANCY LEAVE & FMLA/CFRA EE may use accrued leaves in compliance with City Rules & Regs Benefit provided as per regulations: Federal Family and Medical Leave Act, California Family Rights Act, and California Pregnancy Disability Act DEFERRED COMPENSATION ER contributes $185/per pay period, with required EE contribution of $75/per pay period 2024 Maximum : Normal = $23,000 Age 50+ = $7,500 Catchup Limits = $46,000 SECTION 125 PLAN No ER contribution 2024 Maximum Dependent Care*: Up to $5,000/year -- *See IRS Pub #503 Unreimbursed Medical: Up to $3,200/year Pre-tax Health Care Premiums FSA's for Dependent Care Unreimbursed Medical Expenses Other options offered by plan administrator UNIFORM ALLOWANCE Police Facility and Equipment Manager: $600/year (equivalent to $23.07 per pay period) SAFETY SHOE ALLOWANCE Following are eligible for up to $200 reimbursement per fiscal year: Assistant City Engineer, Building Official, City Engineer, Construction Inspection Manager, Inspection & Neighborhood Preservation Manager; Public Works Supervisor, Senior Civil Engineer, and Water Resources Operations Manager SUPERVISORY DIFFERENTIAL PAY Minimum of 10% above base salary of non-mgmt subordinate, 7.5% above mgmt subordinate ACTING PAY If work minimum of 5 consecutive calendar days, paid @ lowest step of higher class with at least a 5% differential. If assignment > 12 months, optional increment of up to 7% or max of the range, whichever is less. SPECIAL PROJECT PAY If work minimum of 30 calendar days, 5%-7% differential. If full supervisory, additional % to reflect 2.5% over highest compensated subordinate. If assignment > 12 months, optional increase of up to 7% BILINGUAL PAY $50/pay period Must be certified by Department Head, approved by City Manager, and used on the job. CELL PHONE ALLOWANCE If approved, $40/month or$90/month. AUTO ALLOWANCE $250/month for Building Official, City Engineer, Housing & Human Services Manager, and Planning Manager TUITION REIMBURSEMENT 75% reimbursement fortuition & books For undergraduate studies, $4,000 FY max; $16,000 lifetime max For graduate studies, $5,000 FY max; $10,000 lifetime max LICENSES & CERTIFICATIONS 100% reimbursement for required licenses and certifications EMPLOYEE ASSISTANCE PROGRAM Three (3) sessions per incident per family member. Unlimited telephonic consultations. PAY PERIODS 26 pay periods per year ER = Employer EE = Employee FT = Full-Time PT = Part-Time Closing Date/Time: 9/30/2024 5:00 PM Pacific
Sep 07, 2024
Full Time
Description The City of Livermore is accepting applications to fill a Senior Management Analyst position in the Public Works Department. This position will perform complex administrative and analytical work in support of a wide range of asset management related programs and department project development with budgetary oversight; manages and promotes public education and engagement campaigns; negotiates and administers departmental and City-wide contracts; serves as a liaison with other departments, committees, governmental agencies, businesses, and the Livermore community; and performs related duties as assigned. For more information, please refer to the job announcement - click here ! DEFINITION Under general direction, performs professional administrative and analytical work in support of a wide range of municipal programs, operations, services, and policies; performs department/division program and project development, administration, and management with budgetary oversight; provides employee and/or public information, marketing, and education for assigned programs; facilitates self-directed teams; prepares grant proposals; negotiates and administers department, division, and City-wide contracts; serves as a liaison with other departments, committees, governmental agencies, businesses, and the Livermore community; serves as a member of the department’s management team; may provide staff support to community advisory bodies, commissions, and committees; and performs related duties as assigned. DISTINGUISHING CHARACTERISTICS This is an advanced journey-level classification in which incumbents have a broad range of independence within policy parameters requiring a high degree of judgment, level of responsibility, advanced technical and research skills, and preparation of recommendations to administrative officials. It is distinguished from the Management Analyst which is the journey-level classification performing a wide variety of analytical and professional administrative assignments in support of program objectives for an assigned operating department. SUPERVISION RECEIVED Receives general direction from a division head or department head. SUPERVISION EXERCISED May exercise direct supervision or lead direction to staff and work teams. Examples of Important and Essential Functions Program Management Functions Manages large/complex programs, including formulating program policies, goals and procedures, and planning, developing, organizing, and coordinating program activities; develops long range plans; monitors and reviews work both in progress and upon completion to ensure completion and compliance with department policy, standards and directions; performs administrative detail work and maintains appropriate program records and statistics; evaluates programs and initiates studies and analyses; prepares, administers, and monitors program budget(s); resolves problems and complaints regarding program activities; organizes events and markets program activities; and interacts with departmental representatives, public officials, the business community and the general public in the accomplishments of program objectives. Administrative Functions Conducts organizational, administrative, fiscal, and personnel related surveys and studies, documents findings, analyzes information, and makes recommendations; gathers and analyzes data, and prepares proposals including financial, staffing, and organizational requirements; investigates, interprets, and prepares recommendations in relation to proposals for new programs, grants, and services; coordinates and administers various contracts including the coordination and preparation of contract negotiations, rate setting, and monitoring contract compliance and performance; prepares specifications, request for proposals, and other technical and analytical reports and documents; evaluates operations and activities of assigned responsibilities and recommends improvements and modifications; implements new technologies, policies, and procedures; analyzes issues and prepares reports for submission to the City Council; may monitor, review, analyze and track State and Federal legislation and examine its affect on the City; serves as a resource ensuring consistency with City goals and objectives; answers questions and provides information to the public; plans, organizes, and conducts public meetings; investigates complaints and recommends action to resolve; organizes events and markets programs, activities, and events; represents the City in community meetings and in interdepartmental and interagency projects; prepares grant proposals and represents the City in its request for grant funds; assists in monitoring and administering a departmental budget; may perform special assignments at a department or City-wide level for routine or special activities; and develops, prepares and administers official documents for the department/division, such as ordinances, administrative regulations, orders, policies, and other related procedures. Supervisory Functions May supervise, train, and evaluate assigned personnel; and facilitates and leads self-directed departmental and city-wide work teams. Job Related and Essential Qualifications Demonstrated Knowledge of : Principles and practices of public administration, operational and organizational analysis, and public sector budgeting and analysis; principles and practices of program/project development, administration, monitoring, and evaluation techniques specific to the area of assignment; statistical concepts and methods; quantitative analytical techniques; methodologies and techniques of program management; administrative procedures of local government; various research techniques; technical and analytical report writing; advanced methods of report preparation and presentation; applicable Federal, State, and local laws and regulations relating to the area of assignment; effective supervisory practices and techniques, including hiring, training, evaluating performance, and employee discipline; principles of community and public relations; principles and practices of training methods and concepts; and principles and practices of modern office practices, procedures, methods and computer equipment. Demonstrated Skills to : Plan, organize and effectively administer programs and/or projects; analyze problems, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of goals; research and analyze a variety of complex technical and administrative issues; make sound policy and procedural recommendations; perform a wide variety of administrative duties for executive leadership with little or minimal supervision; accurately prepare and administer budgets; conduct fiscal and statistical analysis; perform mathematical calculations; negotiate complex agreements and financial packages; evaluate and develop improvements in operations, procedures, policies, or methods; supervise, train and evaluate personnel; communicate clearly and concisely, both orally and in writing; make effective public presentations before the City Council, boards and commissions, community groups and others; prepare completed staff work and detailed reports with minimal direction; exercise sound judgment, tact, creativity, resourcefulness, and leadership with the public, City officials, businesses, and other City departments; maintain and exhibit discretion, honesty, and integrity when handling sensitive situations; effectively work under the pressure of deadlines; establish and maintain effective working relationships with those contacted in the course of work; keep accurate records and files; and exemplify an enthusiastic, resourceful, and effective customer service attitude. Ability to : Learn, interpret, and apply Federal, State, and local laws, regulations, rules, policies and practices relative to areas of program responsibility; support and promote the City’s policies, goals, and vision; and keep informed of developments in assigned field and incorporate the latest and most progressive management concepts. Experience, Education, and Training Guidelines: Any combination of experience, education, and training that would provide the best-qualified candidates. A typical way to obtain the knowledge, skills, and abilities would be: Experience : Five years of progressively responsible, professional administrative experience performing a variety of analytical functions, such as project/program management, fiscal analysis, and organizational development. Two of the years of experience must be comparable to that of a Management Analyst with the City of Livermore. Public sector experience is highly desirable. Education : A Bachelor’s Degree in business administration, public administration, or an applicable field related to the assigned position. A Master’s Degree is desirable. Training : Any recent training, such as academic courses or certification programs, which are relevant to this job classification. License : May require the possession of a valid California driver's license and a satisfactory driving record as determined by the City. Other Requirements : Willingness and ability to work the hours necessary to accomplish the assigned duties; attend evening meetings; and travel out of town and attend workshops, conferences, seminars, and meetings during work and non-work hours. Special Requirements : Essential duties require the mental and/or physical ability to work in a standard office environment; drive a motor vehicle, if required; read fine print and computer monitors; operate a computer; effectively converse by telephone, in person, and to large groups and be clearly understood; safely lift and maneuver office supplies weighing up to 10 pounds; ability to sit for hours at a time; and stamina to work additional hours to meet deadlines. Additional Information The City of Livermore is an equal opportunity employer and supports workforce diversity. CITY OF LIVERMORE BENEFITS SUMMARY Livermore Management Group Please click here for a copy of the current Memorandum of Understanding (MOU) for the Livermore Management Group. The information contained here is a summary of benefits. For a more detailed summary of benefits for all employee groups, click here . Any errors or omissions do not constitute either an expressed or implied contract. Updated 1/2024 MOU TERM 07/01/2021 - 06/30/2025 SCHEDULED INCREASES 7/5/2021 2.5% 7/4/2022 4% 7/3/2023 3.0% 7/1/2024 2.5% CAFETERIA PLAN (MEDICAL/DENTAL/VISION) $1,950/month towards medical, dental, vision, additional & supplemental life insurance; unused balance paid in cash. BASIC LIFE INSURANCE& ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE (AD & D) $150,000 EE coverage, ER paid $1,000 dependent coverage, ER paid EE option to purchase $25,000 additional life insurance& supplemental life to $500,000. LONG TERM DISABILITY (LTD) 60% of base monthly earnings to $6,000/month max. (180 day waiting period) ER paid PERS New City of Livermore EEs are enrolled in the 2% at 60 formula or 2% at 62 formula, depending on eligibility, as per AB 340. Classic PERS Misc Member - 2% at 60 Member Rate = 7% EE paid Employer Rate = 34.43%ER paid (includes unfunded liability; FY23/24) 36 consecutive months Final Comp Sick Leave Credit 4th Level 59 Survivor Ben. Military Service Credit New PERS Misc Member - 2% at 62 Member Rate = 7.5% EE paid Employer Rate = 34.43%ER paid (includes unfunded liability; FY23/24) 36 consecutive months Final Comp Sick Leave Credit 4th Level 59 Survivor Ben. Military Service Credit MEDICARE (Hired after 3/31/86) EE paid 1.45% ER paid 1.45% RETIREMENT HEALTH SAVINGS (RHS) City contribution of 4% of base pay into RHS account. VACATION ACCRUAL Years of ServiceTotal Accrual Per Year 180.6 hrs 2-5120.12 hrs 6-10135.98 hrs 11-15160.94 hrs 16-19180.18 hrs 20+192.4 hrs Maximum accrual: 375 hours HOLIDAYS 12 observed holidays SICK LEAVE ACCRUAL 96.2 hours/year SICK LEAVE USAGE: FAMILY SICK LEAVE : For immediate Family Illness- ½ Annual Sick Leave Accrual. Additional time upon approval of City Manager. PARENTAL LEAVE : 4 regularly scheduled workdays for non-birthing parentwho becomes a parent by adoption, foster care placement, or birth of a child. BEREAVEMENT/ FUNERAL LEAVE (non-immediate family) : 3 regularly scheduled workdays forsister-in-law and brother-in-law. BEREAVEMENT LEAVE 3 regularly scheduled workdays max for immediate family. ADMINISTRATIVE LEAVE 80 hours per year. PREGNANCY LEAVE & FMLA/CFRA EE may use accrued leaves in compliance with City Rules & Regs Benefit provided as per regulations: Federal Family and Medical Leave Act, California Family Rights Act, and California Pregnancy Disability Act DEFERRED COMPENSATION ER contributes $185/per pay period, with required EE contribution of $75/per pay period 2024 Maximum : Normal = $23,000 Age 50+ = $7,500 Catchup Limits = $46,000 SECTION 125 PLAN No ER contribution 2024 Maximum Dependent Care*: Up to $5,000/year -- *See IRS Pub #503 Unreimbursed Medical: Up to $3,200/year Pre-tax Health Care Premiums FSA's for Dependent Care Unreimbursed Medical Expenses Other options offered by plan administrator UNIFORM ALLOWANCE Police Facility and Equipment Manager: $600/year (equivalent to $23.07 per pay period) SAFETY SHOE ALLOWANCE Following are eligible for up to $200 reimbursement per fiscal year: Assistant City Engineer, Building Official, City Engineer, Construction Inspection Manager, Inspection & Neighborhood Preservation Manager; Public Works Supervisor, Senior Civil Engineer, and Water Resources Operations Manager SUPERVISORY DIFFERENTIAL PAY Minimum of 10% above base salary of non-mgmt subordinate, 7.5% above mgmt subordinate ACTING PAY If work minimum of 5 consecutive calendar days, paid @ lowest step of higher class with at least a 5% differential. If assignment > 12 months, optional increment of up to 7% or max of the range, whichever is less. SPECIAL PROJECT PAY If work minimum of 30 calendar days, 5%-7% differential. If full supervisory, additional % to reflect 2.5% over highest compensated subordinate. If assignment > 12 months, optional increase of up to 7% BILINGUAL PAY $50/pay period Must be certified by Department Head, approved by City Manager, and used on the job. CELL PHONE ALLOWANCE If approved, $40/month or$90/month. AUTO ALLOWANCE $250/month for Building Official, City Engineer, Housing & Human Services Manager, and Planning Manager TUITION REIMBURSEMENT 75% reimbursement fortuition & books For undergraduate studies, $4,000 FY max; $16,000 lifetime max For graduate studies, $5,000 FY max; $10,000 lifetime max LICENSES & CERTIFICATIONS 100% reimbursement for required licenses and certifications EMPLOYEE ASSISTANCE PROGRAM Three (3) sessions per incident per family member. Unlimited telephonic consultations. PAY PERIODS 26 pay periods per year ER = Employer EE = Employee FT = Full-Time PT = Part-Time Closing Date/Time: 9/30/2024 5:00 PM Pacific
STATE BAR OF CALIFORNIA
San Francisco, CA, United States
Job Description Mission Advancement & Accountability Division Senior Program Analyst: $99,769 - $133,026 Lead Program Analyst: $109,753 - $146,314 FLSA Exempt/Union Represented This position allows for up to four days of remote work per week. About the Office: The Office of Research and Statistics (ORS) within the Mission Advancement & Accountability Division (MAAD) conducts research, evaluation, and policy analysis while using data and analytics to enhance management accountability and improve effectiveness. ORS's work facilitates evidence-based planning and decision-making to support the State Bar's mission. The Office also supports the State Bar in fulfilling its unique role as a statewide aggregator and distributor of data about California's legal profession. The Ideal Candidate: The ORS seeks a Senior Program Analyst/Lead Program Analyst that will contribute to projects that support the State Bar's mission to promote diversity, equity, and inclusion in the legal profession. In particular, the candidate will be responsible for developing and executing a data collection, reporting, and evaluation framework for the State Bar's Office of Access & Inclusions (OA&I) legal aid grantmaking work. In so doing, the candidate will also provide technical and research expertise in support of OA&I's various initiatives. The ideal candidate has demonstrated expertise in statistical analysis, research methodology, and report writing along with the ability to translate complex research topics and findings to a general audience. Demonstrated experience in effective cross-functional collaboration is also essential. A strong interest in access to justice and issues surrounding diversity, equity, and inclusion is highly desirable. Senior Program Analyst Definition Under general supervision, the Program Analyst performs a variety of analytical, technical, and administrative duties in assigned State Bar divisions/units. Distinguishing Characteristics The Program Analyst classification is a journey-level professional classification distinguished from the lower-level Program Coordinator in that the latter is focused on administrative coordination, whereas the Program Analyst is the professional class performing analysis and technical assistance. Lead Program Analyst Definition With minimum direction, the Lead Program Analyst plans, organizes, leads, and conducts complex analysis, program administration, and project management. Responsibilities include analyzing and evaluating significant programs; conducting research, data collection, and complex data analysis; conducting internal performance and fiscal audits; developing management systems, functions, policies, and procedures, including evaluating the impact of existing, newly enacted, and proposed legislation, regulations, and rules; administering major contracts; planning and supporting the implementation of unique projects and initiatives; and other functions as assigned. The Lead Program Analyst may act as an individual contributor or serve in a lead capacity over project teams or individual professional, technical, and support staff. Distinguishing Characteristics This classification is distinguished from the Senior Program Analyst in the series in that the Lead Program Analyst assumes greater and more complex responsibility for assuring the activities of the assigned major programs or functions are completed in accordance with the procedures and policies of the Bar and for development and implementation of comprehensive programs and projects of greater significance and broader impact. Duties involve highly complex and sensitive issues; incumbents are expected to work with minimal direction. Examples of Essential Duties Duties may include, but are not limited to the following: Performs professional work in support of State Bar programs and services within the various State Bar divisions/units, as assigned, involving the knowledge, interpretation, and application of State Bar policies, rules, regulations, and procedures. Research information by identifying, locating and extracting relevant data in order to obtain sufficient, valid and reliable data for analysis and decision making purposes. Reviews processes and maintains program transactions, records, and other documents; assists in the preparation and maintenance of statistical data, reports, correspondence, special studies, and conducts research. Participates in a variety of complex and detailed programmatic responsibilities involving problem solving. Evaluates program effectiveness by comparing outcomes to goals to determine whether to take corrective actions or recommend modification to processes and procedures. Performs research into program and quality control regulations and procedures; prepares reports on findings; identifies problems of non-compliance; recommends corrective action regarding discrepancies. Conducts audits to determine if there are program inconsistencies or non-compliance. Provides input in developing and evaluating program policies and procedures and evaluates and proposes changes concerning the methods of operation. May perform a number of 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. Employment Standards Knowledge of: Operations, services, and activities of the assigned program, departmental programs, policies, procedures, and terminology. Codes and regulations as related to assigned program responsibility. Principles of data analysis and research tools. Problem identification, analysis and evaluation. Problem solving and conflict resolution methods and techniques. Computer information systems, including personal computer applications, word processing and spreadsheet programs. Principles of effective writing and verbal presentation. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Computerized information and database recordkeeping systems. Ability to: Apply the policies and practices of a department. Review and analyze complex qualitative and quantitative data. Audit records and accurately gather, record, and evaluate data; analyze and interpret information and adopt effective courses of action. Operate modern office equipment including computer hardware, software, and internet and web-based applications. Make fine visual distinctions upon proofreading written documents and viewing information on a computer screen. Compile data and prepare narrative and statistical reports. Appropriately respond to requests and inquiries from the public, State Bar members, or other departments. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships at all organizational levels as well as with the public. Maintain the confidentiality of information. Minimum Qualifications Senior Program Analyst Education: Bachelor's degree in a field that develops skills related to essential duties, or a combination of education and experience sufficient to perform the duties of the position. Experience: Two (2) years of experience in data collection and evaluation, research or performance or financial analysis, grant compliance in a public sector, legal or nonprofit environment, or equivalent. Lead Program Analyst Education: Bachelor's degree in a field that develops skills related to essential duties or a combination of education and experience sufficient to perform the position's duties. Experience: Minimum five (5) years of progressively responsible experience, including at least two (2) years at the advanced journey level, in research, data collection and evaluation, performance or financial auditing, or business process re-engineering, in a public sector, legal or nonprofit environment, or equivalent. Juris Doctorate or master's degree in a relevant field may substitute for up to two (2) years of experience. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Aug 06, 2024
Job Description Mission Advancement & Accountability Division Senior Program Analyst: $99,769 - $133,026 Lead Program Analyst: $109,753 - $146,314 FLSA Exempt/Union Represented This position allows for up to four days of remote work per week. About the Office: The Office of Research and Statistics (ORS) within the Mission Advancement & Accountability Division (MAAD) conducts research, evaluation, and policy analysis while using data and analytics to enhance management accountability and improve effectiveness. ORS's work facilitates evidence-based planning and decision-making to support the State Bar's mission. The Office also supports the State Bar in fulfilling its unique role as a statewide aggregator and distributor of data about California's legal profession. The Ideal Candidate: The ORS seeks a Senior Program Analyst/Lead Program Analyst that will contribute to projects that support the State Bar's mission to promote diversity, equity, and inclusion in the legal profession. In particular, the candidate will be responsible for developing and executing a data collection, reporting, and evaluation framework for the State Bar's Office of Access & Inclusions (OA&I) legal aid grantmaking work. In so doing, the candidate will also provide technical and research expertise in support of OA&I's various initiatives. The ideal candidate has demonstrated expertise in statistical analysis, research methodology, and report writing along with the ability to translate complex research topics and findings to a general audience. Demonstrated experience in effective cross-functional collaboration is also essential. A strong interest in access to justice and issues surrounding diversity, equity, and inclusion is highly desirable. Senior Program Analyst Definition Under general supervision, the Program Analyst performs a variety of analytical, technical, and administrative duties in assigned State Bar divisions/units. Distinguishing Characteristics The Program Analyst classification is a journey-level professional classification distinguished from the lower-level Program Coordinator in that the latter is focused on administrative coordination, whereas the Program Analyst is the professional class performing analysis and technical assistance. Lead Program Analyst Definition With minimum direction, the Lead Program Analyst plans, organizes, leads, and conducts complex analysis, program administration, and project management. Responsibilities include analyzing and evaluating significant programs; conducting research, data collection, and complex data analysis; conducting internal performance and fiscal audits; developing management systems, functions, policies, and procedures, including evaluating the impact of existing, newly enacted, and proposed legislation, regulations, and rules; administering major contracts; planning and supporting the implementation of unique projects and initiatives; and other functions as assigned. The Lead Program Analyst may act as an individual contributor or serve in a lead capacity over project teams or individual professional, technical, and support staff. Distinguishing Characteristics This classification is distinguished from the Senior Program Analyst in the series in that the Lead Program Analyst assumes greater and more complex responsibility for assuring the activities of the assigned major programs or functions are completed in accordance with the procedures and policies of the Bar and for development and implementation of comprehensive programs and projects of greater significance and broader impact. Duties involve highly complex and sensitive issues; incumbents are expected to work with minimal direction. Examples of Essential Duties Duties may include, but are not limited to the following: Performs professional work in support of State Bar programs and services within the various State Bar divisions/units, as assigned, involving the knowledge, interpretation, and application of State Bar policies, rules, regulations, and procedures. Research information by identifying, locating and extracting relevant data in order to obtain sufficient, valid and reliable data for analysis and decision making purposes. Reviews processes and maintains program transactions, records, and other documents; assists in the preparation and maintenance of statistical data, reports, correspondence, special studies, and conducts research. Participates in a variety of complex and detailed programmatic responsibilities involving problem solving. Evaluates program effectiveness by comparing outcomes to goals to determine whether to take corrective actions or recommend modification to processes and procedures. Performs research into program and quality control regulations and procedures; prepares reports on findings; identifies problems of non-compliance; recommends corrective action regarding discrepancies. Conducts audits to determine if there are program inconsistencies or non-compliance. Provides input in developing and evaluating program policies and procedures and evaluates and proposes changes concerning the methods of operation. May perform a number of 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. Employment Standards Knowledge of: Operations, services, and activities of the assigned program, departmental programs, policies, procedures, and terminology. Codes and regulations as related to assigned program responsibility. Principles of data analysis and research tools. Problem identification, analysis and evaluation. Problem solving and conflict resolution methods and techniques. Computer information systems, including personal computer applications, word processing and spreadsheet programs. Principles of effective writing and verbal presentation. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Computerized information and database recordkeeping systems. Ability to: Apply the policies and practices of a department. Review and analyze complex qualitative and quantitative data. Audit records and accurately gather, record, and evaluate data; analyze and interpret information and adopt effective courses of action. Operate modern office equipment including computer hardware, software, and internet and web-based applications. Make fine visual distinctions upon proofreading written documents and viewing information on a computer screen. Compile data and prepare narrative and statistical reports. Appropriately respond to requests and inquiries from the public, State Bar members, or other departments. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships at all organizational levels as well as with the public. Maintain the confidentiality of information. Minimum Qualifications Senior Program Analyst Education: Bachelor's degree in a field that develops skills related to essential duties, or a combination of education and experience sufficient to perform the duties of the position. Experience: Two (2) years of experience in data collection and evaluation, research or performance or financial analysis, grant compliance in a public sector, legal or nonprofit environment, or equivalent. Lead Program Analyst Education: Bachelor's degree in a field that develops skills related to essential duties or a combination of education and experience sufficient to perform the position's duties. Experience: Minimum five (5) years of progressively responsible experience, including at least two (2) years at the advanced journey level, in research, data collection and evaluation, performance or financial auditing, or business process re-engineering, in a public sector, legal or nonprofit environment, or equivalent. Juris Doctorate or master's degree in a relevant field may substitute for up to two (2) years of experience. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Apply By: 09/18/24 Division: Strategy Planning & Analysis Division Management Level: Individual Contributor Scheduled Weekly Hours: 40 Benefit Eligibility: This position is eligible for Standard Benefits which includes dental, medical, and vision insurance, paid time off and holidays, retirement matching, wellness programs, and tuition reimbursement. Description: Jefferson County is looking for an experienced Senior Budget Analyst to work with our Strategy, Planning & Analysis Division. This person should be a strategic thinker with first class budget experience and a strong collaboration mindset. The ideal candidate will be well versed in government budgets, problem solving skills and interpersonal communication skills, keeps up to date with the latest best practices, trends and technology and has the proven ability to multitask while working under crucial deadlines. This position performs responsible technical and analytical work in support of the Strategy, Planning and Analysis Division for Jefferson County. Under limited supervision, the Senior Budget Analyst performs highly responsible, complex, and varied financial and analytical work related to overall county budget functions; conducts operational and fiscal analysis, budget review and analysis, and other complex analyses; evaluates impact of new or proposed programs and legislation, and coordinates activities of the county budget with other departments, divisions, and outside agencies. Assists in the development of budgetary policies and the implementation of best practices. Evaluates and develops recommendations related to resource allocation decisions. Monitors and analyzes budget to actual revenue and expenditure variances. Prepares analytical assessments related to countywide initiatives. Works with department heads and elected and appointed officials to develop performance measures and seek ongoing cost efficiencies. Assists in the development of Jefferson County’s annual five-year capital improvement plan and cost allocation plan. Reviews and analyzes requests for budget amendments and revisions. Develops recommendations for consideration by and makes presentations to the Board of County Commissioners, the County Manager, and various committees comprised of elected and appointed officials, department heads, and other county staff. Prepares a variety of schedules for the countywide annual financial report and external audit, and ad hoc analyses as requested. Develops revenue, expenditure and fund balance forecasts and monitors compliance with county reserve policies. Schedule : Must reside in the state of Colorado at the time of hire. This position typically operates in a hybrid format, following the Counties 4-day workweek (Monday-Thursday) with remote and in-office work as needed. Compensation: Target Hiring Range: $87,000.00 - $90,000.00 USD Annual Compensation will be determined based on education, experience and skills. Benefits : Jefferson County offers a generous benefits package that supports your personal and professional life. Benefits include medical, dental and vision insurance, paid time off and holidays, retirement matching, wellness programs, tuition reimbursement, flexible schedules, remote work options and more. For more information, click here for our Total Rewards summary. Essential Duties : Serves as a lead in the countywide budget development process which includes complex analysis of revenue and expenditures for each department; reforecasts and participates in the development of new budgets, and ensures details are accurate, consistent and complete. Reviews and assists with the development of business cases and project requests, conducts feasibility studies, analyzes performance metrics, and builds financial models for major projects and asset acquisition and utilization. Coordinates and participates in the preparation and presentation of the annual budget adoption process. Supports and assists with special projects that impact organizational and countywide budgets, including analysis of briefing papers prior to staff briefings. Notifies executive leadership timely regarding concerns with budget related briefing items brought forward to the board, including budget supplemental requests. Works with stakeholders, both internal and external to the county, responds to inquiries, provides specialized and complex information and assistance with specific budgetary transactions, and works with client groups to resolve budgetary issues and guide budgetary decision making. Conducts research and provides recommendations on special projects at request of executive leadership and elected/appointed officials. Creates and delivers presentations to high level policy and decision makers. Works with multiple customer groups to monitor and track financial transactions and expenditures, and provides strategic guidance. Creates budget specific reports, spreadsheets and financial statements, reviews and interprets complex financial information for management, creates reports to estimate and track budget functions, develops financial models and queries financial information in support of the use of financial resources. Oversees position requests and justifications; maintains and tracks position totals, conducts workload analysis and provides client groups with reports detailing personnel costs to manage organizational growth. Ensures fiscal integrity and management for assigned funds, ensuring compliance with fund balance policies. Researches and recommends fund balance policy and policy revisions. Conducts complex studies and surveys; collects information pertaining to operational and financial challenges; compiles and analyzes information, develops and evaluates options, prepares and presents recommendations for review by management. Serves as member of various committees, panels, commissions, etc., attending meetings and providing input based on expertise and observations, as appropriate. Conducts management analysis studies on methods, procedures and operations concerning various departmental and management issues within the county. Works closely with agencies and departments to manage grant awards, works directly with management to develop and plan grant budgets, approves grant proposals and contracts and ensures compliance with grant reporting and documentations. Prepare recommendations consistent with the priorities of elected and appointed officials. Develops and leads budget training sessions for department staff. Other duties and responsibilities as assigned. Qualifications: Research shows that women and other underrepresented and historically marginalized groups tend to apply only when they check every box in the posting. If you are reading this and hesitating to click “apply” for that reason, we encourage you to go for it! A true passion and excitement for making an impact is just as important as work experience. Minimum Qualifications: Bachelor’s degree in finance, public finance, accounting, business administration, public administration or a related field and ; 3 years of work-related experience in government or non-profit budgeting, to include analysis, preparation and oversight for a large organization. Or an equivalent combination of education and experience Preferred Knowledge, Skills and Abilities: Advanced Excel skillset with the ability to perform calculations and automation, graphs and presentations, statistical modeling, forecasting and prediction in an efficient and timely manner. Experience in public budget/finance preferred Fund accounting experience preferred TABOR experience a plus. Workday or other ERP software experience Develop and maintain positive, working relations both internally and externally Demonstrate professional demeanor and ability to maintain confidentiality in execution of all responsibilities. Strong knowledge of the principles and practices of business analysis, business process improvement, and project management Team Player: Effective collaborator, willing to listen and learn from others, wants to work with others. Additional Job Information: Offer of employment contingent upon successful completion of criminal history, motor vehicle report, education verification, and/or references. Please note that supplemental questions requiring a written response will serve as a writing sample. Current Jefferson County employees must apply through their employee profile in Workday. How to Apply: Applications will be accepted electronically at Jefferson County Colorado Career Opportunities . Applicants complete an online form and have the option to provide a resume and detailed cover letter that describes why you are the best candidate for the position. Applications are reviewed for minimum qualifications listed in the qualifications section of the job bulletin, and applicants are contacted directly by the hiring team regarding next steps. To view the status of your application or direct communication from the hiring team, please log into your candidate portal . For more details on the recruitment process, please visit https://www.jeffco.us/1860/FAQs Questions: County Recruitment Team: 303-271-8400 or careertalent@jeffco.us Library Recruitment Team: 303.275.6168 or talent@jeffcolibrary.org Sheriff Recruitment Team: 303.271.5332 or sheriff.recruiting@co.jefferson.co.us Education: Bachelor's Degree Experience: Work Experience: Minimum three years Certifications: Languages: Category: Budget & Financial Services
Sep 05, 2024
Full Time
Apply By: 09/18/24 Division: Strategy Planning & Analysis Division Management Level: Individual Contributor Scheduled Weekly Hours: 40 Benefit Eligibility: This position is eligible for Standard Benefits which includes dental, medical, and vision insurance, paid time off and holidays, retirement matching, wellness programs, and tuition reimbursement. Description: Jefferson County is looking for an experienced Senior Budget Analyst to work with our Strategy, Planning & Analysis Division. This person should be a strategic thinker with first class budget experience and a strong collaboration mindset. The ideal candidate will be well versed in government budgets, problem solving skills and interpersonal communication skills, keeps up to date with the latest best practices, trends and technology and has the proven ability to multitask while working under crucial deadlines. This position performs responsible technical and analytical work in support of the Strategy, Planning and Analysis Division for Jefferson County. Under limited supervision, the Senior Budget Analyst performs highly responsible, complex, and varied financial and analytical work related to overall county budget functions; conducts operational and fiscal analysis, budget review and analysis, and other complex analyses; evaluates impact of new or proposed programs and legislation, and coordinates activities of the county budget with other departments, divisions, and outside agencies. Assists in the development of budgetary policies and the implementation of best practices. Evaluates and develops recommendations related to resource allocation decisions. Monitors and analyzes budget to actual revenue and expenditure variances. Prepares analytical assessments related to countywide initiatives. Works with department heads and elected and appointed officials to develop performance measures and seek ongoing cost efficiencies. Assists in the development of Jefferson County’s annual five-year capital improvement plan and cost allocation plan. Reviews and analyzes requests for budget amendments and revisions. Develops recommendations for consideration by and makes presentations to the Board of County Commissioners, the County Manager, and various committees comprised of elected and appointed officials, department heads, and other county staff. Prepares a variety of schedules for the countywide annual financial report and external audit, and ad hoc analyses as requested. Develops revenue, expenditure and fund balance forecasts and monitors compliance with county reserve policies. Schedule : Must reside in the state of Colorado at the time of hire. This position typically operates in a hybrid format, following the Counties 4-day workweek (Monday-Thursday) with remote and in-office work as needed. Compensation: Target Hiring Range: $87,000.00 - $90,000.00 USD Annual Compensation will be determined based on education, experience and skills. Benefits : Jefferson County offers a generous benefits package that supports your personal and professional life. Benefits include medical, dental and vision insurance, paid time off and holidays, retirement matching, wellness programs, tuition reimbursement, flexible schedules, remote work options and more. For more information, click here for our Total Rewards summary. Essential Duties : Serves as a lead in the countywide budget development process which includes complex analysis of revenue and expenditures for each department; reforecasts and participates in the development of new budgets, and ensures details are accurate, consistent and complete. Reviews and assists with the development of business cases and project requests, conducts feasibility studies, analyzes performance metrics, and builds financial models for major projects and asset acquisition and utilization. Coordinates and participates in the preparation and presentation of the annual budget adoption process. Supports and assists with special projects that impact organizational and countywide budgets, including analysis of briefing papers prior to staff briefings. Notifies executive leadership timely regarding concerns with budget related briefing items brought forward to the board, including budget supplemental requests. Works with stakeholders, both internal and external to the county, responds to inquiries, provides specialized and complex information and assistance with specific budgetary transactions, and works with client groups to resolve budgetary issues and guide budgetary decision making. Conducts research and provides recommendations on special projects at request of executive leadership and elected/appointed officials. Creates and delivers presentations to high level policy and decision makers. Works with multiple customer groups to monitor and track financial transactions and expenditures, and provides strategic guidance. Creates budget specific reports, spreadsheets and financial statements, reviews and interprets complex financial information for management, creates reports to estimate and track budget functions, develops financial models and queries financial information in support of the use of financial resources. Oversees position requests and justifications; maintains and tracks position totals, conducts workload analysis and provides client groups with reports detailing personnel costs to manage organizational growth. Ensures fiscal integrity and management for assigned funds, ensuring compliance with fund balance policies. Researches and recommends fund balance policy and policy revisions. Conducts complex studies and surveys; collects information pertaining to operational and financial challenges; compiles and analyzes information, develops and evaluates options, prepares and presents recommendations for review by management. Serves as member of various committees, panels, commissions, etc., attending meetings and providing input based on expertise and observations, as appropriate. Conducts management analysis studies on methods, procedures and operations concerning various departmental and management issues within the county. Works closely with agencies and departments to manage grant awards, works directly with management to develop and plan grant budgets, approves grant proposals and contracts and ensures compliance with grant reporting and documentations. Prepare recommendations consistent with the priorities of elected and appointed officials. Develops and leads budget training sessions for department staff. Other duties and responsibilities as assigned. Qualifications: Research shows that women and other underrepresented and historically marginalized groups tend to apply only when they check every box in the posting. If you are reading this and hesitating to click “apply” for that reason, we encourage you to go for it! A true passion and excitement for making an impact is just as important as work experience. Minimum Qualifications: Bachelor’s degree in finance, public finance, accounting, business administration, public administration or a related field and ; 3 years of work-related experience in government or non-profit budgeting, to include analysis, preparation and oversight for a large organization. Or an equivalent combination of education and experience Preferred Knowledge, Skills and Abilities: Advanced Excel skillset with the ability to perform calculations and automation, graphs and presentations, statistical modeling, forecasting and prediction in an efficient and timely manner. Experience in public budget/finance preferred Fund accounting experience preferred TABOR experience a plus. Workday or other ERP software experience Develop and maintain positive, working relations both internally and externally Demonstrate professional demeanor and ability to maintain confidentiality in execution of all responsibilities. Strong knowledge of the principles and practices of business analysis, business process improvement, and project management Team Player: Effective collaborator, willing to listen and learn from others, wants to work with others. Additional Job Information: Offer of employment contingent upon successful completion of criminal history, motor vehicle report, education verification, and/or references. Please note that supplemental questions requiring a written response will serve as a writing sample. Current Jefferson County employees must apply through their employee profile in Workday. How to Apply: Applications will be accepted electronically at Jefferson County Colorado Career Opportunities . Applicants complete an online form and have the option to provide a resume and detailed cover letter that describes why you are the best candidate for the position. Applications are reviewed for minimum qualifications listed in the qualifications section of the job bulletin, and applicants are contacted directly by the hiring team regarding next steps. To view the status of your application or direct communication from the hiring team, please log into your candidate portal . For more details on the recruitment process, please visit https://www.jeffco.us/1860/FAQs Questions: County Recruitment Team: 303-271-8400 or careertalent@jeffco.us Library Recruitment Team: 303.275.6168 or talent@jeffcolibrary.org Sheriff Recruitment Team: 303.271.5332 or sheriff.recruiting@co.jefferson.co.us Education: Bachelor's Degree Experience: Work Experience: Minimum three years Certifications: Languages: Category: Budget & Financial Services
CITY OF PETALUMA, CA
Petaluma, California, United States
Summary/Class Characteristics Senior Management Analyst Are you passionate about local government, serving a compassionate and engaged community, and joining a progressive City team? The City of Petaluma is seeking creative, agile, and solutions-oriented team members with public sector experience and leadership and analytical skills to manage high-impact projects and citywide initiatives and serve as a resource to city departments and as a process lead. This recruitment will be used to fill current Senior Management Analyst vacancies in the Community Development Department and the Public Works & Utilities Department, and may also be used to fill other vacancies that may occur in various departments across the City. The individual selected for the Community Development Department will perform a variety of complex administrative and analytical duties, manage process/procedure/programmatic improvements and collaborate and regularly interact with our community, City Council, and external partners. The individual selected for the Public Works & Utilities Department will help to manage grants and finances for Petaluma Transit in a multi-faceted role that empowers you to help meet Petaluma’s innovative Climate Action Goals. This recruitment will remain open until filled and may close at any time. Interviews will be conducted on a rolling basis, interested applicants are encouraged to apply early for first consideration. SALARY AND BENEFITS PACKAGE SALARY RANGE $102,523.20 - $124,592.00 (+3% COLA in July 2025) : FOR YOUR HEALTH AND WELL BEING: MEDICAL INSURANCE: Choice of a variety of CalPERS Health Plans. City pays ~95% of the Bay Area Kaiser premium for employee & eligible dependents; or alternative option to receive Medical Cash Back (if you have medical coverage elsewhere). Please see the 2024 Health Plan Contribution Memo . DENTAL & VISION INSURANCE: Coverage for employees & eligible family members, paid for by the City. LIFE INSURANCE: Competitive life insurance & Long-Term Disability benefits. Option to purchase additional life insurance. EMPLOYEE ASSISTANCE PROGRAM: Support and benefits, for you & eligible family members, paid for by the City. WELLNESS BENEFIT: $500 annual allowance (subject to the annual budget approval process and may change in the future) FOR YOUR FINANCIAL FUTURE: CALPERS RETIREMENT PACKAGE 2% at 60 for Classic CalPERS members 2% at 62 for PEPRA CalPERS members DEFERRED COMPENSATION PLAN: voluntary participation in your choice of three plan offerings. FOR YOUR WORK / LIFE BALANCE (annual amounts): Vacation: 80 hours, increasing with years of service/ up to 5 years credit for service at other qualifying employers towards vacation accrual rate Administrative Leave: 80 hours Sick Leave: 96 hours Holidays: 12 fixed days Personal Leave: 8 hours Other Exceptional Benefits: Paid Parental Leave - up to 8 weeks of paid time for qualifying family bonding Public Service Loan Forgiveness Program Employer For more information regarding the benefits associated with these positions, please visit our website and look at the Unit 9 MOU and Employee Benefits . #petalumaproud A City that Works for Everyone Our City has an enormous amount of civic pride which celebrates multiple approaches and points of view. When we say we are a City that Works for Everyone we mean everyone. To do that well, we’re creating a workforce that is inclusive and listens to the multitude of voices and views of our employees. Diversity is an integral part of our organizational identity. Inclusion is the way we treat and perceive our differences. Equity is treating all our employees fairly and acknowledging that everyone has value. This drives our innovation, motivation and connects us even closer to our community. Summary Perform a wide variety of complex and diverse advanced level administrative, financial, systems, statistical, personnel and other management analyses for an assigned department, division, or program; perform responsible professional assignments such as budget, contract administration, grant administration, legislative monitoring and regulatory compliance; and serve as advisor to the department’s management team. Class Characteristics General direction is provided by an assigned manager or department director. Responsibilities may include the indirect and direct supervision of professional, technical and administrative support personnel. This is the advanced journey level class in the Management Analyst series. Positions at this level are distinguished from other classes within the series by the greater level of responsibility assumed, complexity of duties assigned, independence of action taken and by the nature, scope and impact of the public contact made. Employees perform the most difficult, complex and responsible types of duties assigned to classes within this series, which may include providing direct supervision over assigned personnel. Duties Plan, prioritize, and review the work of professional, technical and administrative support staff assigned to support daily operations of the department. Develop schedules and methods to accomplish assignments ensuring work is completed in a timely and efficient manner. Plan, coordinate and/or conduct large and/or highly sensitive studies, analyses or projects and corresponding documentation and technical reports; make recommendations; prepare, edit and/or critically evaluate Council agenda reports prepared by department personnel. Coordinate, facilitate, and oversee the preparation, development, monitoring and administration of department or division operating, multi-year and/or capital improvement budgets; develop and update fiscal projections for various departmental operating funds. Provide highly responsible analytical assistance in the research, evaluation, and preparation of complex statistical, financial, demographic and operational data used in reports, studies, surveys and analyses; analyze and make recommendations in the development and administration of assigned program area; maintain and track key quality measures for assigned department. Research and analyze pending legislation and/or regulations and identify impact to department programs and activities; develop recommendations for changes to City programs, policies, and procedures in response to legislation. Serve as liaison between outside organizations and the City; provide professional guidance and interpretation of City policies and procedures. Develop and implement departmental strategic plans. Participate in or direct the conduct of rate studies; revise and develop fees; negotiate and administer contracts and leases; ensure compliance with department procedures, City policies, and pertinent laws, regulations and ordinances. Develop and analyze departmental policies, procedures and systems; recommend goals and objectives. Prepare and submit regulatory reports. Receive, research, and respond to the more complex and/or politically sensitive questions from outside agencies, other City departments and the general public. Prepare and present staff reports and presentations at various venues including commissions, councils, boards, and other governmental meetings and professional, industry, and community groups; draft City Council documents; serve on various committees and task forces. Research grant opportunities and prepare grant proposals; monitor and administer grants. Select and manage consultants and contractors; develop and administer contracts. Evaluate departmental, division and/or program operations and activities; measure performance; recommend improvements and modifications; prepare associated reports on operations and activities. Represent departmental and City interests on committees, outside organizations, and at staff subcommittees as necessary; coordinate technical support activities with other departments, divisions and outside agencies. Answer questions and provide information to the public, via telephone, e-mail, and written correspondence; investigate complaints and recommend corrective action as necessary to resolve complaint. Build and maintain positive working relationships with co-workers, other City employees and the public using principles of good customer service. Perform related duties as assigned. Qualifications Knowledge of: Principles and practices of organization and administration. Principles and practices of municipal budget development, analysis and administration. Principles, practices and procedures of technical report writing and statistical and graphical presentation methods. Principles and procedures of financial record keeping and reporting. Principles and practices of grant development and administration. Programs, processes and structure of assigned department. Principles of continuous process improvement and key quality measurement tracking. Pertinent local, State and Federal laws, ordinances and rules and legislative and regulatory processes. Principles of project and contract management. Principles and practices of supervision. Principles and practices of business writing. Education and Experience Any combination equivalent to the education and experience likely to provide the required knowledge and abilities would be qualifying. A typical way to gain such knowledge and abilities would be: Education: A Bachelor’s degree from an accredited college or university with major course work in business administration, public administration, planning or a closely related field is required. A Master’s degree is desirable. Experience: Three years of experience performing increasingly responsible professional administrative, analytical and/or program management duties directly related to area of assignment, preferably in a municipal government setting. Certifications/Licenses: Possession of a valid California Class C driver’s license. Physical Demands and Working Environment While performing the duties of this job, the employee is frequently required to: sit, stand and walk short distances; use a computer keyboard and mouse, use hands to finger, handle, or feel; reach with hands and arms; and talk or hear in person and on a telephone. The employee will occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision (for reading and working at a computer) and the ability to adjust focus. Employees typically work in an office environment where the noise level is moderate. The City of Petaluma offers a wide-ranging, comprehensive benefit package including CalPERS retirement, medical, dental, vision, life, LTD, etc. For moreinformation regarding the benefits associated with this position, visit our website: https://cityofpetaluma.org/employee-benefits-information/ Closing Date/Time: Continuous
Sep 13, 2024
Full Time
Summary/Class Characteristics Senior Management Analyst Are you passionate about local government, serving a compassionate and engaged community, and joining a progressive City team? The City of Petaluma is seeking creative, agile, and solutions-oriented team members with public sector experience and leadership and analytical skills to manage high-impact projects and citywide initiatives and serve as a resource to city departments and as a process lead. This recruitment will be used to fill current Senior Management Analyst vacancies in the Community Development Department and the Public Works & Utilities Department, and may also be used to fill other vacancies that may occur in various departments across the City. The individual selected for the Community Development Department will perform a variety of complex administrative and analytical duties, manage process/procedure/programmatic improvements and collaborate and regularly interact with our community, City Council, and external partners. The individual selected for the Public Works & Utilities Department will help to manage grants and finances for Petaluma Transit in a multi-faceted role that empowers you to help meet Petaluma’s innovative Climate Action Goals. This recruitment will remain open until filled and may close at any time. Interviews will be conducted on a rolling basis, interested applicants are encouraged to apply early for first consideration. SALARY AND BENEFITS PACKAGE SALARY RANGE $102,523.20 - $124,592.00 (+3% COLA in July 2025) : FOR YOUR HEALTH AND WELL BEING: MEDICAL INSURANCE: Choice of a variety of CalPERS Health Plans. City pays ~95% of the Bay Area Kaiser premium for employee & eligible dependents; or alternative option to receive Medical Cash Back (if you have medical coverage elsewhere). Please see the 2024 Health Plan Contribution Memo . DENTAL & VISION INSURANCE: Coverage for employees & eligible family members, paid for by the City. LIFE INSURANCE: Competitive life insurance & Long-Term Disability benefits. Option to purchase additional life insurance. EMPLOYEE ASSISTANCE PROGRAM: Support and benefits, for you & eligible family members, paid for by the City. WELLNESS BENEFIT: $500 annual allowance (subject to the annual budget approval process and may change in the future) FOR YOUR FINANCIAL FUTURE: CALPERS RETIREMENT PACKAGE 2% at 60 for Classic CalPERS members 2% at 62 for PEPRA CalPERS members DEFERRED COMPENSATION PLAN: voluntary participation in your choice of three plan offerings. FOR YOUR WORK / LIFE BALANCE (annual amounts): Vacation: 80 hours, increasing with years of service/ up to 5 years credit for service at other qualifying employers towards vacation accrual rate Administrative Leave: 80 hours Sick Leave: 96 hours Holidays: 12 fixed days Personal Leave: 8 hours Other Exceptional Benefits: Paid Parental Leave - up to 8 weeks of paid time for qualifying family bonding Public Service Loan Forgiveness Program Employer For more information regarding the benefits associated with these positions, please visit our website and look at the Unit 9 MOU and Employee Benefits . #petalumaproud A City that Works for Everyone Our City has an enormous amount of civic pride which celebrates multiple approaches and points of view. When we say we are a City that Works for Everyone we mean everyone. To do that well, we’re creating a workforce that is inclusive and listens to the multitude of voices and views of our employees. Diversity is an integral part of our organizational identity. Inclusion is the way we treat and perceive our differences. Equity is treating all our employees fairly and acknowledging that everyone has value. This drives our innovation, motivation and connects us even closer to our community. Summary Perform a wide variety of complex and diverse advanced level administrative, financial, systems, statistical, personnel and other management analyses for an assigned department, division, or program; perform responsible professional assignments such as budget, contract administration, grant administration, legislative monitoring and regulatory compliance; and serve as advisor to the department’s management team. Class Characteristics General direction is provided by an assigned manager or department director. Responsibilities may include the indirect and direct supervision of professional, technical and administrative support personnel. This is the advanced journey level class in the Management Analyst series. Positions at this level are distinguished from other classes within the series by the greater level of responsibility assumed, complexity of duties assigned, independence of action taken and by the nature, scope and impact of the public contact made. Employees perform the most difficult, complex and responsible types of duties assigned to classes within this series, which may include providing direct supervision over assigned personnel. Duties Plan, prioritize, and review the work of professional, technical and administrative support staff assigned to support daily operations of the department. Develop schedules and methods to accomplish assignments ensuring work is completed in a timely and efficient manner. Plan, coordinate and/or conduct large and/or highly sensitive studies, analyses or projects and corresponding documentation and technical reports; make recommendations; prepare, edit and/or critically evaluate Council agenda reports prepared by department personnel. Coordinate, facilitate, and oversee the preparation, development, monitoring and administration of department or division operating, multi-year and/or capital improvement budgets; develop and update fiscal projections for various departmental operating funds. Provide highly responsible analytical assistance in the research, evaluation, and preparation of complex statistical, financial, demographic and operational data used in reports, studies, surveys and analyses; analyze and make recommendations in the development and administration of assigned program area; maintain and track key quality measures for assigned department. Research and analyze pending legislation and/or regulations and identify impact to department programs and activities; develop recommendations for changes to City programs, policies, and procedures in response to legislation. Serve as liaison between outside organizations and the City; provide professional guidance and interpretation of City policies and procedures. Develop and implement departmental strategic plans. Participate in or direct the conduct of rate studies; revise and develop fees; negotiate and administer contracts and leases; ensure compliance with department procedures, City policies, and pertinent laws, regulations and ordinances. Develop and analyze departmental policies, procedures and systems; recommend goals and objectives. Prepare and submit regulatory reports. Receive, research, and respond to the more complex and/or politically sensitive questions from outside agencies, other City departments and the general public. Prepare and present staff reports and presentations at various venues including commissions, councils, boards, and other governmental meetings and professional, industry, and community groups; draft City Council documents; serve on various committees and task forces. Research grant opportunities and prepare grant proposals; monitor and administer grants. Select and manage consultants and contractors; develop and administer contracts. Evaluate departmental, division and/or program operations and activities; measure performance; recommend improvements and modifications; prepare associated reports on operations and activities. Represent departmental and City interests on committees, outside organizations, and at staff subcommittees as necessary; coordinate technical support activities with other departments, divisions and outside agencies. Answer questions and provide information to the public, via telephone, e-mail, and written correspondence; investigate complaints and recommend corrective action as necessary to resolve complaint. Build and maintain positive working relationships with co-workers, other City employees and the public using principles of good customer service. Perform related duties as assigned. Qualifications Knowledge of: Principles and practices of organization and administration. Principles and practices of municipal budget development, analysis and administration. Principles, practices and procedures of technical report writing and statistical and graphical presentation methods. Principles and procedures of financial record keeping and reporting. Principles and practices of grant development and administration. Programs, processes and structure of assigned department. Principles of continuous process improvement and key quality measurement tracking. Pertinent local, State and Federal laws, ordinances and rules and legislative and regulatory processes. Principles of project and contract management. Principles and practices of supervision. Principles and practices of business writing. Education and Experience Any combination equivalent to the education and experience likely to provide the required knowledge and abilities would be qualifying. A typical way to gain such knowledge and abilities would be: Education: A Bachelor’s degree from an accredited college or university with major course work in business administration, public administration, planning or a closely related field is required. A Master’s degree is desirable. Experience: Three years of experience performing increasingly responsible professional administrative, analytical and/or program management duties directly related to area of assignment, preferably in a municipal government setting. Certifications/Licenses: Possession of a valid California Class C driver’s license. Physical Demands and Working Environment While performing the duties of this job, the employee is frequently required to: sit, stand and walk short distances; use a computer keyboard and mouse, use hands to finger, handle, or feel; reach with hands and arms; and talk or hear in person and on a telephone. The employee will occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision (for reading and working at a computer) and the ability to adjust focus. Employees typically work in an office environment where the noise level is moderate. The City of Petaluma offers a wide-ranging, comprehensive benefit package including CalPERS retirement, medical, dental, vision, life, LTD, etc. For moreinformation regarding the benefits associated with this position, visit our website: https://cityofpetaluma.org/employee-benefits-information/ Closing Date/Time: Continuous
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band E $116,530.67 /annually (Minimum) to $151,489.49 /annually (Maximum) Initial salary is negotiable between $116,530.67 - $133,428.99, to commensurate with experience and education. Reports To Senior Manager of Rolling Stock & Shops Operations Administration or designee. Current Assignment First review of applications will be on September 30, 2024 The Rolling Stock & Shops (RS&S) department is pleased to announce the recruitment of a Senior Administrative Analyst. The individual selected for this role will be the liaison between the department and Human Resources to keep recruitments for RS&S efficient and on schedule. To help ensure RS&S hires the most qualified people for each of 50+ job classifications, the incumbent will partner with Talent Acquisition and other Human Resources groups to conduct targeted and well-organized recruitments that vet the best candidates to fill positions in RS&S. The incumbent will regularly work on site at BART Headquarters in Oakland, CA, and support hiring events in person at local sites. About the Department Rolling Stock & Shops (RS&S), an ISO 9001:2015 certified department with a $175M+ operating budget and 886 FTE, is responsible for all engineering, maintenance and operations support functions for the BART railcar fleet. RS&S will expand as it continues to receive and test new, next-generation rail cars, improve its maintenance facilities, and matures its reliability-centered maintenance processes as part of its innovative Strategic Maintenance Program, all while meeting demanding car availability goals for the existing service plan to increase commuter convenience. The ideal candidate will demonstrate the following criteria beyond the minimum qualifications: Possesses self-driven motivation and the ability to work independently with minimal oversight. Has excellent planning skills and can complete tasks according to plan and established processes and procedures. Possesses excellent writing and communication skills with strong attention to detail. Ability to work easily and effectively with internal and external staff of different levels. Familiarity with Excel and PowerPoint for basic planning and presentation purposes. Experience working with Human Resources and Hiring Managers in all aspects of outreach and recruitment to reach a mutual goal. Experience conducting external outreach campaigns with recruitment agencies, schools, employment agencies, and other professional associations. Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Application Process External applicants may only apply online, at www.bart.gov/jobs . Applicants needing assistance with the online application process may receive additional information by calling (510) 464-6112. Current employees are strongly encouraged to apply online, either at www.bart.gov/jobs , or on WebBART. Current employees may also apply using a BART paper application by delivering the completed form to the Human Resources Department, or by mailing it to P. O. Box 12688, Oakland, CA 94604-2688. All applicants are asked to complete the application in full, indicating dates of employment, all positions held, hours worked, and a full description of duties. On line applicants are invited to electronically attach a resume to the application form to provide supplemental information, but should not consider the resume a substitute for the application form itself. Examples of Duties Performs a variety of complex administrative, operational, and analytical duties in support of department or division activities; coordinates project activities with District departments, divisions and external organizations. Coordinates the development, analysis and formulation of the annual budget; develops guidelines and instruction on budget process and procedures; reviews requests for staffing and capital outlay; forecasts funds needed for staffing, equipment and various projects; prepares departmental budget presentations; plans, receives, pays, and improves invoices, generates budget reports; provides status updates to appropriate Manager or Managing Director. Assists with the implementation of policy and procedural modifications; evaluates impact on divisions or departments; develops implementation plans; recommends and implements modifications. Implements new systems, methods and procedures; monitors program progress in meeting goals and objectives; conducts updates with management staff to inform and advise on project progress; makes adjustments as necessary. Coordinates and participates in District department or division organizational studies involving administrative or operational systems, procedures, functions, processes and techniques. Develops, implements and administers special administrative programs; analyzes current and historical trends; prepares and presents reports. Provides assistance in organizational development in assigned areas; identifies issues; collects data; analyzes alternatives and makes recommendations. Participates in special projects including research of new programs and services, budget analysis and preparation, and feasibility analyses; prepares and presents reports. Trains assigned employees in their area of work including administrative methods, procedures and techniques. Oversees general office activities; procures supplies; approves invoices; develops personnel schedules; responds to inquiries; investigates complaints; provides general analytical support. Represents assigned area at various meetings with other departments, divisions, outside agencies and contractors; communicates projects and activities with others as appropriate; prepares for and provides assistance with hosting and participating in transportation related meetings and events. Responds to and resolves difficult and sensitive inquiries and complaints. Minimum Qualifications Education : A Bachelor’s degree in business administration, public administration, accounting, economics or a related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional administrative, analytical and/or budgetary 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. Working Conditions Environmental Conditions : Office environment; exposure to computer screens. Physical Conditions : May require maintaining physical condition necessary for sitting for prolonged periods of time . Knowledge and Skills Knowledge of : Operational characteristics, services and activities of assigned program area including administrative, financial, or operations functions. Principles and practices of program development and implementation. Principles and practices of budget preparation and administration. Methods of administrative, organizational, economic, and procedural analysis. Methods and techniques of statistical and financial analysis. Business computer applications for statistical analysis and data management. Principles and practices of procurement, purchasing, and accounting. Methods and techniques used to conduct a variety of analytical studies. Principles, practices, methods and techniques of report preparation. Principles and procedures of record keeping. Office equipment including computers, supporting word processing, and spreadsheet applications. Related Federal, state and local laws, codes and regulations. Skill in : Performing complex analytical duties. Preparing, administering and monitoring capital and operating budgets. Maintaining accurate records and files. Preparing clear and concise administrative, budgetary, and financial reports. Collecting, evaluating and interpreting complex information and data. Reviewing and analyzing complex technical documents and proposals. Analyzing complex problems, identify alternative solutions and recommend conclusions. Working independently in the absence of supervision. Interpreting and apply laws, policies, rules and regulations. Establishing and maintaining effective working relationships with those contacted in the course of work. Communicating clearly and concisely, both orally and in writing. Operating office equipment including computers and supporting word processing and spreadsheet applications. 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
Sep 12, 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 $116,530.67 /annually (Minimum) to $151,489.49 /annually (Maximum) Initial salary is negotiable between $116,530.67 - $133,428.99, to commensurate with experience and education. Reports To Senior Manager of Rolling Stock & Shops Operations Administration or designee. Current Assignment First review of applications will be on September 30, 2024 The Rolling Stock & Shops (RS&S) department is pleased to announce the recruitment of a Senior Administrative Analyst. The individual selected for this role will be the liaison between the department and Human Resources to keep recruitments for RS&S efficient and on schedule. To help ensure RS&S hires the most qualified people for each of 50+ job classifications, the incumbent will partner with Talent Acquisition and other Human Resources groups to conduct targeted and well-organized recruitments that vet the best candidates to fill positions in RS&S. The incumbent will regularly work on site at BART Headquarters in Oakland, CA, and support hiring events in person at local sites. About the Department Rolling Stock & Shops (RS&S), an ISO 9001:2015 certified department with a $175M+ operating budget and 886 FTE, is responsible for all engineering, maintenance and operations support functions for the BART railcar fleet. RS&S will expand as it continues to receive and test new, next-generation rail cars, improve its maintenance facilities, and matures its reliability-centered maintenance processes as part of its innovative Strategic Maintenance Program, all while meeting demanding car availability goals for the existing service plan to increase commuter convenience. The ideal candidate will demonstrate the following criteria beyond the minimum qualifications: Possesses self-driven motivation and the ability to work independently with minimal oversight. Has excellent planning skills and can complete tasks according to plan and established processes and procedures. Possesses excellent writing and communication skills with strong attention to detail. Ability to work easily and effectively with internal and external staff of different levels. Familiarity with Excel and PowerPoint for basic planning and presentation purposes. Experience working with Human Resources and Hiring Managers in all aspects of outreach and recruitment to reach a mutual goal. Experience conducting external outreach campaigns with recruitment agencies, schools, employment agencies, and other professional associations. Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Application Process External applicants may only apply online, at www.bart.gov/jobs . Applicants needing assistance with the online application process may receive additional information by calling (510) 464-6112. Current employees are strongly encouraged to apply online, either at www.bart.gov/jobs , or on WebBART. Current employees may also apply using a BART paper application by delivering the completed form to the Human Resources Department, or by mailing it to P. O. Box 12688, Oakland, CA 94604-2688. All applicants are asked to complete the application in full, indicating dates of employment, all positions held, hours worked, and a full description of duties. On line applicants are invited to electronically attach a resume to the application form to provide supplemental information, but should not consider the resume a substitute for the application form itself. Examples of Duties Performs a variety of complex administrative, operational, and analytical duties in support of department or division activities; coordinates project activities with District departments, divisions and external organizations. Coordinates the development, analysis and formulation of the annual budget; develops guidelines and instruction on budget process and procedures; reviews requests for staffing and capital outlay; forecasts funds needed for staffing, equipment and various projects; prepares departmental budget presentations; plans, receives, pays, and improves invoices, generates budget reports; provides status updates to appropriate Manager or Managing Director. Assists with the implementation of policy and procedural modifications; evaluates impact on divisions or departments; develops implementation plans; recommends and implements modifications. Implements new systems, methods and procedures; monitors program progress in meeting goals and objectives; conducts updates with management staff to inform and advise on project progress; makes adjustments as necessary. Coordinates and participates in District department or division organizational studies involving administrative or operational systems, procedures, functions, processes and techniques. Develops, implements and administers special administrative programs; analyzes current and historical trends; prepares and presents reports. Provides assistance in organizational development in assigned areas; identifies issues; collects data; analyzes alternatives and makes recommendations. Participates in special projects including research of new programs and services, budget analysis and preparation, and feasibility analyses; prepares and presents reports. Trains assigned employees in their area of work including administrative methods, procedures and techniques. Oversees general office activities; procures supplies; approves invoices; develops personnel schedules; responds to inquiries; investigates complaints; provides general analytical support. Represents assigned area at various meetings with other departments, divisions, outside agencies and contractors; communicates projects and activities with others as appropriate; prepares for and provides assistance with hosting and participating in transportation related meetings and events. Responds to and resolves difficult and sensitive inquiries and complaints. Minimum Qualifications Education : A Bachelor’s degree in business administration, public administration, accounting, economics or a related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional administrative, analytical and/or budgetary 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. Working Conditions Environmental Conditions : Office environment; exposure to computer screens. Physical Conditions : May require maintaining physical condition necessary for sitting for prolonged periods of time . Knowledge and Skills Knowledge of : Operational characteristics, services and activities of assigned program area including administrative, financial, or operations functions. Principles and practices of program development and implementation. Principles and practices of budget preparation and administration. Methods of administrative, organizational, economic, and procedural analysis. Methods and techniques of statistical and financial analysis. Business computer applications for statistical analysis and data management. Principles and practices of procurement, purchasing, and accounting. Methods and techniques used to conduct a variety of analytical studies. Principles, practices, methods and techniques of report preparation. Principles and procedures of record keeping. Office equipment including computers, supporting word processing, and spreadsheet applications. Related Federal, state and local laws, codes and regulations. Skill in : Performing complex analytical duties. Preparing, administering and monitoring capital and operating budgets. Maintaining accurate records and files. Preparing clear and concise administrative, budgetary, and financial reports. Collecting, evaluating and interpreting complex information and data. Reviewing and analyzing complex technical documents and proposals. Analyzing complex problems, identify alternative solutions and recommend conclusions. Working independently in the absence of supervision. Interpreting and apply laws, policies, rules and regulations. Establishing and maintaining effective working relationships with those contacted in the course of work. Communicating clearly and concisely, both orally and in writing. Operating office equipment including computers and supporting word processing and spreadsheet applications. 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
STATE BAR OF CALIFORNIA
San Francisco, CA, United States
Job Description Regulation Division Annual Salary Range: $99,769 - $133,036 FLSA Exempt / Union Represented This position allows for up to four days of remote work per week. About the Office The Division of Regulation ensures State Bar licensees comply with obligations imposed by the State Bar Act, the Rules of Court, and the Rules of the State Bar, including annual reporting and registration, licensing fee, Client Trust Account Protection Program, and Minimum Continuing Legal Education requirements. The Division also registers law corporations and, limited liability partnerships, certifies minimum continuing legal education providers and lawyer referral services, andmaintains the official roll of attorneys on behalf of the California Supreme Court-the records of all attorneys licensed to practice in California. The Division focuses on proactive regulation by recommending laws and promulgating rules to support the ethical practice of law and conducts preventative education and provides resources and programs on licensee's professional responsibility obligations through e-learning, live presentations, publications, and other content, as well as through the Ethics Hotline, which offers ethics research assistance to licensees. Finally, the Division includes the Lawyer Assistance Program-Support Services, which provides education on competence and attorney wellness, as well as short-term counseling and support groups for legal professionals. The division also supports key committees and working groups that provide ethics guidance, and address policy and rule changes. The Ideal Candidate The Division of Regulation seeks a Senior Program Analyst responsible for conducting data analysis and program evaluation to support decision-making for new platforms, testing needs, and analyze compliance levels. This candidate will be responsible for leading the automation of the renewal application process for Limited Liability Partnerships and Law Corporations. The ideal candidate should have the ability to become proficient in multiple interconnected programs and platforms and generating complex reports on compliance levels, data quality, and attorney demographics. The candidate should also be able to communicate with State Bar staff, committees, licensees, financial institutions, and other stakeholders regarding the Division's transition to different platforms and applications. Definition Under general direction, the Senior Program Analyst conducts professional-level analysis and administers programs and/or functions; performs specialty assignments and acts in a lead capacity with respect to lower-level professional and support staff; and performs related work as required. Distinguishing Characteristics The Senior Program Analyst is the lead/advanced journey-level professional class performing advanced, specialized work of a professional nature, utilizing skills that require technical expertise and an understanding of complex analytical procedures and program processes. Incumbents exercise a high degree of professional judgment with considerable independence. This class may function as the lead over professional, technical, and/or administrative support personnel on an ongoing or project basis. Responsibilities include project planning and the performance of high-level professional analyses and services in the division/unit to which they are assigned. Examples of Essential Duties Duties may include, but are not limited to the following: Provides expertise and guidance to other professional, and/or administrative staff in complex program analysis and solutions. Performs advanced research, conducts studies to determine needs, prepares reports, and recommends implementation procedures for a variety of program needs. Serves as a primary communication liaison with State Bar committees, members, financial institutions, vendors, contractors, general public, other departments and employees. Evaluates existing and alternative policies and makes recommendations toward establishment of revised policies and procedures. Performs advanced professional work in support of State Bar programs and services involving the knowledge, interpretation, and application of State Bar policies, rules, regulations, and procedures. Reviews processes and maintains program transactions, records and other documents; assists in the preparation and maintenance of statistical data, reports, correspondence, special studies, and conducts research. Provides input in developing and evaluating program policies and procedures and evaluates and proposes changes concerning the methods of operation. Provides lead direction over programs, staff, or special projects, which involves assigning, reviewing, and coordinating staff work. Trains staff in program policies, rules, regulations, and procedures; assesses workloads; assigns employees as necessary to ensure the proper level of support for ongoing activities of the department. Assists with the selection, training, direction, and evaluation of staff. Implements guidelines to ensure adherence to the State Bar rules and regulations governing the administration of State Bar programs, services, and membership. Represents the State Bar at programs and functions and responds to inquiries from board members, management, attorneys, and the public. May perform a number of 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. Employment Standards Knowledge of: Principles of office management, budgeting, administration, and supervision. Problem identification, analysis, and evaluation. Problem-solving and conflict-resolution methods and techniques. Computer information systems, including personal computer applications, word processing, and spreadsheet programs. Interviewing and investigative techniques. Principles of effective writing and verbal presentation. Coordination and operation of programs. Working knowledge of the State Bar Offices and their functions and general knowledge of other agencies and their interface with the State Bar. Personnel selection and supervisory principles, practices, and procedures. Computerized information and database recordkeeping systems. Office procedure, budget preparation, and maintenance techniques. Ability to: Apply the policies and practices of a department. Understand, interpret, and apply laws, rules, and regulations related to assigned programs. Plan, organize, coordinate, and evaluate programs under conflicting deadlines and demands. Analyze material and problems and identify solutions. Analyze problems and complaints, and identify solutions in a timely manner. Mentor, assign, and prioritize work assignments of staff in support of meeting program goals. Operate modern office equipment, including computer hardware, software, and internet and web-based applications. Compile data and prepare narrative and statistical reports. Appropriately respond to requests and inquiries from the public, State Bar members, or other departments. Communicate concisely, and professionally, both orally and in writing. Establish and maintain effective interpersonal relationships at all organizational levels and with the public. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in a field that develops skills related to essential duties, or a combination of education and experience sufficient to perform the duties of the position. Experience: Minimum of three (3) years of journey-level professional experience in data collection and evaluation, research or performance or financial analysis, or grant compliance in a public sector, legal or nonprofit environment, or equivalent. 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. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Sep 03, 2024
Full Time
Job Description Regulation Division Annual Salary Range: $99,769 - $133,036 FLSA Exempt / Union Represented This position allows for up to four days of remote work per week. About the Office The Division of Regulation ensures State Bar licensees comply with obligations imposed by the State Bar Act, the Rules of Court, and the Rules of the State Bar, including annual reporting and registration, licensing fee, Client Trust Account Protection Program, and Minimum Continuing Legal Education requirements. The Division also registers law corporations and, limited liability partnerships, certifies minimum continuing legal education providers and lawyer referral services, andmaintains the official roll of attorneys on behalf of the California Supreme Court-the records of all attorneys licensed to practice in California. The Division focuses on proactive regulation by recommending laws and promulgating rules to support the ethical practice of law and conducts preventative education and provides resources and programs on licensee's professional responsibility obligations through e-learning, live presentations, publications, and other content, as well as through the Ethics Hotline, which offers ethics research assistance to licensees. Finally, the Division includes the Lawyer Assistance Program-Support Services, which provides education on competence and attorney wellness, as well as short-term counseling and support groups for legal professionals. The division also supports key committees and working groups that provide ethics guidance, and address policy and rule changes. The Ideal Candidate The Division of Regulation seeks a Senior Program Analyst responsible for conducting data analysis and program evaluation to support decision-making for new platforms, testing needs, and analyze compliance levels. This candidate will be responsible for leading the automation of the renewal application process for Limited Liability Partnerships and Law Corporations. The ideal candidate should have the ability to become proficient in multiple interconnected programs and platforms and generating complex reports on compliance levels, data quality, and attorney demographics. The candidate should also be able to communicate with State Bar staff, committees, licensees, financial institutions, and other stakeholders regarding the Division's transition to different platforms and applications. Definition Under general direction, the Senior Program Analyst conducts professional-level analysis and administers programs and/or functions; performs specialty assignments and acts in a lead capacity with respect to lower-level professional and support staff; and performs related work as required. Distinguishing Characteristics The Senior Program Analyst is the lead/advanced journey-level professional class performing advanced, specialized work of a professional nature, utilizing skills that require technical expertise and an understanding of complex analytical procedures and program processes. Incumbents exercise a high degree of professional judgment with considerable independence. This class may function as the lead over professional, technical, and/or administrative support personnel on an ongoing or project basis. Responsibilities include project planning and the performance of high-level professional analyses and services in the division/unit to which they are assigned. Examples of Essential Duties Duties may include, but are not limited to the following: Provides expertise and guidance to other professional, and/or administrative staff in complex program analysis and solutions. Performs advanced research, conducts studies to determine needs, prepares reports, and recommends implementation procedures for a variety of program needs. Serves as a primary communication liaison with State Bar committees, members, financial institutions, vendors, contractors, general public, other departments and employees. Evaluates existing and alternative policies and makes recommendations toward establishment of revised policies and procedures. Performs advanced professional work in support of State Bar programs and services involving the knowledge, interpretation, and application of State Bar policies, rules, regulations, and procedures. Reviews processes and maintains program transactions, records and other documents; assists in the preparation and maintenance of statistical data, reports, correspondence, special studies, and conducts research. Provides input in developing and evaluating program policies and procedures and evaluates and proposes changes concerning the methods of operation. Provides lead direction over programs, staff, or special projects, which involves assigning, reviewing, and coordinating staff work. Trains staff in program policies, rules, regulations, and procedures; assesses workloads; assigns employees as necessary to ensure the proper level of support for ongoing activities of the department. Assists with the selection, training, direction, and evaluation of staff. Implements guidelines to ensure adherence to the State Bar rules and regulations governing the administration of State Bar programs, services, and membership. Represents the State Bar at programs and functions and responds to inquiries from board members, management, attorneys, and the public. May perform a number of 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. Employment Standards Knowledge of: Principles of office management, budgeting, administration, and supervision. Problem identification, analysis, and evaluation. Problem-solving and conflict-resolution methods and techniques. Computer information systems, including personal computer applications, word processing, and spreadsheet programs. Interviewing and investigative techniques. Principles of effective writing and verbal presentation. Coordination and operation of programs. Working knowledge of the State Bar Offices and their functions and general knowledge of other agencies and their interface with the State Bar. Personnel selection and supervisory principles, practices, and procedures. Computerized information and database recordkeeping systems. Office procedure, budget preparation, and maintenance techniques. Ability to: Apply the policies and practices of a department. Understand, interpret, and apply laws, rules, and regulations related to assigned programs. Plan, organize, coordinate, and evaluate programs under conflicting deadlines and demands. Analyze material and problems and identify solutions. Analyze problems and complaints, and identify solutions in a timely manner. Mentor, assign, and prioritize work assignments of staff in support of meeting program goals. Operate modern office equipment, including computer hardware, software, and internet and web-based applications. Compile data and prepare narrative and statistical reports. Appropriately respond to requests and inquiries from the public, State Bar members, or other departments. Communicate concisely, and professionally, both orally and in writing. Establish and maintain effective interpersonal relationships at all organizational levels and with the public. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in a field that develops skills related to essential duties, or a combination of education and experience sufficient to perform the duties of the position. Experience: Minimum of three (3) years of journey-level professional experience in data collection and evaluation, research or performance or financial analysis, or grant compliance in a public sector, legal or nonprofit environment, or equivalent. 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. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
STATE BAR OF CALIFORNIA
San Francisco, CA, United States
Job Description Office of Access and Inclusion Annual Salary Range: $99,769 -$133,026 FLSA Exempt / Union Represented This position allows for up to four days of remote work. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justice and diversity, equity, and inclusion work at the State Bar. In 2023, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, distributed approximately $150 million to over 100 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 other offices of the State Bar and external stakeholders. About the Position The State Bar of California seeks a Senior Program Analyst to join its access to justice and diversity and inclusion team. Responsibilities may include researching and drafting policies about legal profession regulations, legal technology, and Interest on Lawyers' Trust Account (IOLTA) banks; administrative rulemaking; developing and managing projects to advance access to the legal system and diversity, equity, and inclusion in California's legal profession; and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. A small portion of the Senior Program Analyst's responsibilities may include grants administration. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The Ideal Candidate The successful candidate will be an excellent communicator with precise writing and analytical skills; demonstrate sound judgment and attention to detail; and have strong project management and organizational skills. Because of OA&I's work with public commissions and councils, other State Bar offices, and external stakeholders, collaboration and relationship building skills are essential. Experience in legal aid, grantmaking, or policy analysis is a plus. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Definition Under general direction, the Senior Program Analyst conducts professional-level analysis and administers programs and/or functions; performs specialty assignments and acts in a lead capacity with respect to lower level professional and support staff; and performs related work as required. Distinguishing Characteristics The Senior Program Analyst is the is the lead/advanced journey-level professional class performing advanced, specialized work of a professional nature, utilizing skills that require technical expertise and an understanding of complex analytical procedures and program processes. Incumbents exercise a high degree of professional judgment with considerable independence. This class may function as the lead over professional, technical and/or administrative support personnel on an ongoing or project basis. Responsibilities include project planning and the performance of high-level professional analyses and service in the division/unit to which assigned. Examples of Essential Duties Duties may include, but are not limited to the following: Provides expertise and guidance to other professional, and/or administrative staff in complex program analysis and solutions. Performs advanced research, conducts studies to determine needs, prepares reports, and recommends implementation procedures for a variety of program needs. Serves as a primary communication liaison with State Bar committees, members, financial institutions, vendors, contractors, general public, other departments and employees. Evaluates existing and alternative policies and makes recommendations toward establishment of revised policies and procedures. Performs advanced professional work in support of State Bar programs and services involving the knowledge, interpretation, and application of State Bar policies, rules, regulations, and procedures. Reviews processes and maintains program transactions, records and other documents; assists in the preparation and maintenance of statistical data, reports, correspondence, special studies, and conducts research. Provides input in developing and evaluating program policies and procedures and evaluates and proposes changes concerning the methods of operation. Provides lead direction over programs, staff or special projects, which involves assigning, reviewing and coordinating the work of staff. Trains staff in program policies, rules, regulations and procedures; assesses workloads, assigns employees as necessary to ensure the proper level of support for ongoing activities of the department. Assists with the selection, training, direction, and evaluation of staff. Implements guidelines to ensure adherence to the State Bar rules and regulations governing the administration of State Bar programs, services, and membership. Represents the State Bar at programs and functions, and responds to inquiries from board members, management, attorneys and the public. May perform a number of 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. Employment Standards Knowledge of: Principles of office management, budgeting, administration and supervision. Problem identification, analysis and evaluation. Problem solving and conflict resolution methods and techniques. Computer information systems, including personal computer applications, word processing and spreadsheet programs. Interviewing and investigative techniques. Principles of effective writing and verbal presentation. Coordination and operation of programs. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Personnel selection and supervisory principles, practices, and procedures. Computerized information and database recordkeeping systems. Office procedure, budget preparation and maintenance techniques. Ability to: Apply the policies and practices of a department. Understand, interpret and apply laws, rules and regulations related to assigned programs. Plan, organize, coordinate and evaluate programs under conflicting deadlines and demands. Analyze material and problems and identify solutions. Analyze problems and complaints, and identify solutions in a timely manner. Mentor, assign and prioritize work assignments of staff in support of meeting program goals. Operate modern office equipment including computer hardware, software, and internet and web-based applications. Compile data and prepare narrative and statistical reports. Appropriately respond to requests and inquiries from the public, State Bar members, or other departments. Communicate clearly, concisely and professionally, both orally and in writing. Establish and maintain effective interpersonal relationships at all organizational levels as well as with the public. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in a field that develops skills related to essential duties, or a combination of education and experience sufficient to perform the duties of the position. Experience: Minimum of three (3) years of journey-level professional experience in data collection and evaluation, research or performance or financial analysis, or grant compliance in a public sector, legal or nonprofit environment, or equivalent. 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. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Sep 03, 2024
Full Time
Job Description Office of Access and Inclusion Annual Salary Range: $99,769 -$133,026 FLSA Exempt / Union Represented This position allows for up to four days of remote work. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justice and diversity, equity, and inclusion work at the State Bar. In 2023, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, distributed approximately $150 million to over 100 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 other offices of the State Bar and external stakeholders. About the Position The State Bar of California seeks a Senior Program Analyst to join its access to justice and diversity and inclusion team. Responsibilities may include researching and drafting policies about legal profession regulations, legal technology, and Interest on Lawyers' Trust Account (IOLTA) banks; administrative rulemaking; developing and managing projects to advance access to the legal system and diversity, equity, and inclusion in California's legal profession; and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. A small portion of the Senior Program Analyst's responsibilities may include grants administration. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The Ideal Candidate The successful candidate will be an excellent communicator with precise writing and analytical skills; demonstrate sound judgment and attention to detail; and have strong project management and organizational skills. Because of OA&I's work with public commissions and councils, other State Bar offices, and external stakeholders, collaboration and relationship building skills are essential. Experience in legal aid, grantmaking, or policy analysis is a plus. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Definition Under general direction, the Senior Program Analyst conducts professional-level analysis and administers programs and/or functions; performs specialty assignments and acts in a lead capacity with respect to lower level professional and support staff; and performs related work as required. Distinguishing Characteristics The Senior Program Analyst is the is the lead/advanced journey-level professional class performing advanced, specialized work of a professional nature, utilizing skills that require technical expertise and an understanding of complex analytical procedures and program processes. Incumbents exercise a high degree of professional judgment with considerable independence. This class may function as the lead over professional, technical and/or administrative support personnel on an ongoing or project basis. Responsibilities include project planning and the performance of high-level professional analyses and service in the division/unit to which assigned. Examples of Essential Duties Duties may include, but are not limited to the following: Provides expertise and guidance to other professional, and/or administrative staff in complex program analysis and solutions. Performs advanced research, conducts studies to determine needs, prepares reports, and recommends implementation procedures for a variety of program needs. Serves as a primary communication liaison with State Bar committees, members, financial institutions, vendors, contractors, general public, other departments and employees. Evaluates existing and alternative policies and makes recommendations toward establishment of revised policies and procedures. Performs advanced professional work in support of State Bar programs and services involving the knowledge, interpretation, and application of State Bar policies, rules, regulations, and procedures. Reviews processes and maintains program transactions, records and other documents; assists in the preparation and maintenance of statistical data, reports, correspondence, special studies, and conducts research. Provides input in developing and evaluating program policies and procedures and evaluates and proposes changes concerning the methods of operation. Provides lead direction over programs, staff or special projects, which involves assigning, reviewing and coordinating the work of staff. Trains staff in program policies, rules, regulations and procedures; assesses workloads, assigns employees as necessary to ensure the proper level of support for ongoing activities of the department. Assists with the selection, training, direction, and evaluation of staff. Implements guidelines to ensure adherence to the State Bar rules and regulations governing the administration of State Bar programs, services, and membership. Represents the State Bar at programs and functions, and responds to inquiries from board members, management, attorneys and the public. May perform a number of 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. Employment Standards Knowledge of: Principles of office management, budgeting, administration and supervision. Problem identification, analysis and evaluation. Problem solving and conflict resolution methods and techniques. Computer information systems, including personal computer applications, word processing and spreadsheet programs. Interviewing and investigative techniques. Principles of effective writing and verbal presentation. Coordination and operation of programs. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Personnel selection and supervisory principles, practices, and procedures. Computerized information and database recordkeeping systems. Office procedure, budget preparation and maintenance techniques. Ability to: Apply the policies and practices of a department. Understand, interpret and apply laws, rules and regulations related to assigned programs. Plan, organize, coordinate and evaluate programs under conflicting deadlines and demands. Analyze material and problems and identify solutions. Analyze problems and complaints, and identify solutions in a timely manner. Mentor, assign and prioritize work assignments of staff in support of meeting program goals. Operate modern office equipment including computer hardware, software, and internet and web-based applications. Compile data and prepare narrative and statistical reports. Appropriately respond to requests and inquiries from the public, State Bar members, or other departments. Communicate clearly, concisely and professionally, both orally and in writing. Establish and maintain effective interpersonal relationships at all organizational levels as well as with the public. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in a field that develops skills related to essential duties, or a combination of education and experience sufficient to perform the duties of the position. Experience: Minimum of three (3) years of journey-level professional experience in data collection and evaluation, research or performance or financial analysis, or grant compliance in a public sector, legal or nonprofit environment, or equivalent. 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. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
STATE BAR OF CALIFORNIA
Los Angeles, CA, United States
Job Description Office of Access and Inclusion Annual Salary Range: $99,769 -$133,026 FLSA Exempt / Union Represented This position allows for up to four days of remote work. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justice and diversity, equity, and inclusion work at the State Bar. In 2023, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, distributed approximately $150 million to over 100 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 other offices of the State Bar and external stakeholders. About the Position The State Bar of California seeks a Senior Program Analyst to join its access to justice and diversity and inclusion team. Responsibilities may include researching and drafting policies about legal profession regulations, legal technology, and Interest on Lawyers' Trust Account (IOLTA) banks; administrative rulemaking; developing and managing projects to advance access to the legal system and diversity, equity, and inclusion in California's legal profession; and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. A small portion of the Senior Program Analyst's responsibilities may include grants administration. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The Ideal Candidate The successful candidate will be an excellent communicator with precise writing and analytical skills; demonstrate sound judgment and attention to detail; and have strong project management and organizational skills. Because of OA&I's work with public commissions and councils, other State Bar offices, and external stakeholders, collaboration and relationship building skills are essential. Experience in legal aid, grantmaking, or policy analysis is a plus. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Definition Under general direction, the Senior Program Analyst conducts professional-level analysis and administers programs and/or functions; performs specialty assignments and acts in a lead capacity with respect to lower level professional and support staff; and performs related work as required. Distinguishing Characteristics The Senior Program Analyst is the is the lead/advanced journey-level professional class performing advanced, specialized work of a professional nature, utilizing skills that require technical expertise and an understanding of complex analytical procedures and program processes. Incumbents exercise a high degree of professional judgment with considerable independence. This class may function as the lead over professional, technical and/or administrative support personnel on an ongoing or project basis. Responsibilities include project planning and the performance of high-level professional analyses and service in the division/unit to which assigned. Examples of Essential Duties Duties may include, but are not limited to the following: Provides expertise and guidance to other professional, and/or administrative staff in complex program analysis and solutions. Performs advanced research, conducts studies to determine needs, prepares reports, and recommends implementation procedures for a variety of program needs. Serves as a primary communication liaison with State Bar committees, members, financial institutions, vendors, contractors, general public, other departments and employees. Evaluates existing and alternative policies and makes recommendations toward establishment of revised policies and procedures. Performs advanced professional work in support of State Bar programs and services involving the knowledge, interpretation, and application of State Bar policies, rules, regulations, and procedures. Reviews processes and maintains program transactions, records and other documents; assists in the preparation and maintenance of statistical data, reports, correspondence, special studies, and conducts research. Provides input in developing and evaluating program policies and procedures and evaluates and proposes changes concerning the methods of operation. Provides lead direction over programs, staff or special projects, which involves assigning, reviewing and coordinating the work of staff. Trains staff in program policies, rules, regulations and procedures; assesses workloads, assigns employees as necessary to ensure the proper level of support for ongoing activities of the department. Assists with the selection, training, direction, and evaluation of staff. Implements guidelines to ensure adherence to the State Bar rules and regulations governing the administration of State Bar programs, services, and membership. Represents the State Bar at programs and functions, and responds to inquiries from board members, management, attorneys and the public. May perform a number of 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. Employment Standards Knowledge of: Principles of office management, budgeting, administration and supervision. Problem identification, analysis and evaluation. Problem solving and conflict resolution methods and techniques. Computer information systems, including personal computer applications, word processing and spreadsheet programs. Interviewing and investigative techniques. Principles of effective writing and verbal presentation. Coordination and operation of programs. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Personnel selection and supervisory principles, practices, and procedures. Computerized information and database recordkeeping systems. Office procedure, budget preparation and maintenance techniques. Ability to: Apply the policies and practices of a department. Understand, interpret and apply laws, rules and regulations related to assigned programs. Plan, organize, coordinate and evaluate programs under conflicting deadlines and demands. Analyze material and problems and identify solutions. Analyze problems and complaints, and identify solutions in a timely manner. Mentor, assign and prioritize work assignments of staff in support of meeting program goals. Operate modern office equipment including computer hardware, software, and internet and web-based applications. Compile data and prepare narrative and statistical reports. Appropriately respond to requests and inquiries from the public, State Bar members, or other departments. Communicate clearly, concisely and professionally, both orally and in writing. Establish and maintain effective interpersonal relationships at all organizational levels as well as with the public. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in a field that develops skills related to essential duties, or a combination of education and experience sufficient to perform the duties of the position. Experience: Minimum of three (3) years of journey-level professional experience in data collection and evaluation, research or performance or financial analysis, or grant compliance in a public sector, legal or nonprofit environment, or equivalent. 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. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Sep 03, 2024
Full Time
Job Description Office of Access and Inclusion Annual Salary Range: $99,769 -$133,026 FLSA Exempt / Union Represented This position allows for up to four days of remote work. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justice and diversity, equity, and inclusion work at the State Bar. In 2023, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, distributed approximately $150 million to over 100 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 other offices of the State Bar and external stakeholders. About the Position The State Bar of California seeks a Senior Program Analyst to join its access to justice and diversity and inclusion team. Responsibilities may include researching and drafting policies about legal profession regulations, legal technology, and Interest on Lawyers' Trust Account (IOLTA) banks; administrative rulemaking; developing and managing projects to advance access to the legal system and diversity, equity, and inclusion in California's legal profession; and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. A small portion of the Senior Program Analyst's responsibilities may include grants administration. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The Ideal Candidate The successful candidate will be an excellent communicator with precise writing and analytical skills; demonstrate sound judgment and attention to detail; and have strong project management and organizational skills. Because of OA&I's work with public commissions and councils, other State Bar offices, and external stakeholders, collaboration and relationship building skills are essential. Experience in legal aid, grantmaking, or policy analysis is a plus. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Definition Under general direction, the Senior Program Analyst conducts professional-level analysis and administers programs and/or functions; performs specialty assignments and acts in a lead capacity with respect to lower level professional and support staff; and performs related work as required. Distinguishing Characteristics The Senior Program Analyst is the is the lead/advanced journey-level professional class performing advanced, specialized work of a professional nature, utilizing skills that require technical expertise and an understanding of complex analytical procedures and program processes. Incumbents exercise a high degree of professional judgment with considerable independence. This class may function as the lead over professional, technical and/or administrative support personnel on an ongoing or project basis. Responsibilities include project planning and the performance of high-level professional analyses and service in the division/unit to which assigned. Examples of Essential Duties Duties may include, but are not limited to the following: Provides expertise and guidance to other professional, and/or administrative staff in complex program analysis and solutions. Performs advanced research, conducts studies to determine needs, prepares reports, and recommends implementation procedures for a variety of program needs. Serves as a primary communication liaison with State Bar committees, members, financial institutions, vendors, contractors, general public, other departments and employees. Evaluates existing and alternative policies and makes recommendations toward establishment of revised policies and procedures. Performs advanced professional work in support of State Bar programs and services involving the knowledge, interpretation, and application of State Bar policies, rules, regulations, and procedures. Reviews processes and maintains program transactions, records and other documents; assists in the preparation and maintenance of statistical data, reports, correspondence, special studies, and conducts research. Provides input in developing and evaluating program policies and procedures and evaluates and proposes changes concerning the methods of operation. Provides lead direction over programs, staff or special projects, which involves assigning, reviewing and coordinating the work of staff. Trains staff in program policies, rules, regulations and procedures; assesses workloads, assigns employees as necessary to ensure the proper level of support for ongoing activities of the department. Assists with the selection, training, direction, and evaluation of staff. Implements guidelines to ensure adherence to the State Bar rules and regulations governing the administration of State Bar programs, services, and membership. Represents the State Bar at programs and functions, and responds to inquiries from board members, management, attorneys and the public. May perform a number of 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. Employment Standards Knowledge of: Principles of office management, budgeting, administration and supervision. Problem identification, analysis and evaluation. Problem solving and conflict resolution methods and techniques. Computer information systems, including personal computer applications, word processing and spreadsheet programs. Interviewing and investigative techniques. Principles of effective writing and verbal presentation. Coordination and operation of programs. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Personnel selection and supervisory principles, practices, and procedures. Computerized information and database recordkeeping systems. Office procedure, budget preparation and maintenance techniques. Ability to: Apply the policies and practices of a department. Understand, interpret and apply laws, rules and regulations related to assigned programs. Plan, organize, coordinate and evaluate programs under conflicting deadlines and demands. Analyze material and problems and identify solutions. Analyze problems and complaints, and identify solutions in a timely manner. Mentor, assign and prioritize work assignments of staff in support of meeting program goals. Operate modern office equipment including computer hardware, software, and internet and web-based applications. Compile data and prepare narrative and statistical reports. Appropriately respond to requests and inquiries from the public, State Bar members, or other departments. Communicate clearly, concisely and professionally, both orally and in writing. Establish and maintain effective interpersonal relationships at all organizational levels as well as with the public. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in a field that develops skills related to essential duties, or a combination of education and experience sufficient to perform the duties of the position. Experience: Minimum of three (3) years of journey-level professional experience in data collection and evaluation, research or performance or financial analysis, or grant compliance in a public sector, legal or nonprofit environment, or equivalent. 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. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.