City of Grand Prairie, TX
Grand Prairie, Texas, United States
Job Summary Join our dynamic team in a pivotal role as a Financial Analyst! This is accomplished by preparing the annual budget, auditing bills and payments; submitting payments and keeping account of expenses; preparing, analyzing, and reconciling expenditures and revenue data; overseeing periodic review of budgets; and performing budget modifications. Other duties include maintaining records; paying bills for department; completing indirect cost studies; and interacting with other City employees and citizens. Elevate your career in a role that blends financial expertise with meaningful interactions, contributing to the success of our organization and apply with The City of Grand Prairie today! Essential Job Functions ESSENTIAL FUNCTIONS: Prepares annual budget by preparing and checking mathematical details on annual budgets; gathering information from appropriate sources; and compiling annual budget for the city. Prepares and analyzes expenditures and revenue data by extracting data and analyzing expenditure and revenue reports; advising supervisory personnel of expenditures and revenue trends; preparing periodic reports of expenditures and revenue to point out relationships of estimates to actual expenditures to supplement City budget reports. Oversees periodic review of budgets by preparing comparative analysis of operating program; analyzing costs in relation to services performed during previous financial year; submitting reports to Supervisor with recommendations for budget revisions. Performs budget modifications by analyzing accounting records and personnel costs data to determine financial resources required to implement programs; and submitting recommendations for budget allocations. Completes other tasks by maintaining records on the budget that include internal and external forms and procedures; paying bills for department; maintaining all time sheets for department; and completing indirect cost studies. All other duties as assigned by a supervisor/manager within your department/division. MANAGEMENT SERVICES DEPARTMENT BUDGET DIVISION SPECIFIC FUNCTIONS: Gathers and compiles budget, financial, forecast, and technical information from departments, schedules meetings, and compiles materials and binders for the budget allocation process. Assists department heads in developing budget requests. Perform financial analysis and research; prepare reports and make recommendations based on findings. Prepares narrative of analysis to go along with monthly budget reports, including the internal services department allocations, and assists Financial Analyst. Enters and maintains data in the budget software and assists with testing and troubleshooting when software issues arise; maintains data integrity of the financial database by carefully reviewing and reconciling budget reports with the general ledger. Meets quarterly with department budget contacts to disseminate budget information, discuss concerns, and address unforeseen events. Prepares various surveys, census reports, and other requests from outside organizations. Primary contact to the community on questions about funding mechanisms. Prepares and presents presentations, staff reports, and resolutions for presentation to the City Council, community groups, and employee groups and answer questions. Calculates debt payments and maintains debt payment schedule. Maintains and monitors all revenue and expenditures related to capital improvement projects. Assists on special projects as requested, including completing annual surveys from various entities and assisting with the annual audit and auditors' requests for information. Assists the Budget Manager with implementing annual budget request programs and policies. Assists the Budget Manager and departments with developing and administrating the City’s operational budget. Assures compliance with state and local regulations for funding mechanisms. Minimum Qualifications Education: Bachelor’s degree or equivalent. Experience: 3-5 years of related experience. Licenses : Valid Texas Class C Driver's License. The City offers a full range of benefits for full time employees, including, but not limited to the plans as defined in the Benefits Guide. Summary of Benefits Closing Date/Time: 5/31/2024 5:00 PM Central
Mar 08, 2024
Full Time
Job Summary Join our dynamic team in a pivotal role as a Financial Analyst! This is accomplished by preparing the annual budget, auditing bills and payments; submitting payments and keeping account of expenses; preparing, analyzing, and reconciling expenditures and revenue data; overseeing periodic review of budgets; and performing budget modifications. Other duties include maintaining records; paying bills for department; completing indirect cost studies; and interacting with other City employees and citizens. Elevate your career in a role that blends financial expertise with meaningful interactions, contributing to the success of our organization and apply with The City of Grand Prairie today! Essential Job Functions ESSENTIAL FUNCTIONS: Prepares annual budget by preparing and checking mathematical details on annual budgets; gathering information from appropriate sources; and compiling annual budget for the city. Prepares and analyzes expenditures and revenue data by extracting data and analyzing expenditure and revenue reports; advising supervisory personnel of expenditures and revenue trends; preparing periodic reports of expenditures and revenue to point out relationships of estimates to actual expenditures to supplement City budget reports. Oversees periodic review of budgets by preparing comparative analysis of operating program; analyzing costs in relation to services performed during previous financial year; submitting reports to Supervisor with recommendations for budget revisions. Performs budget modifications by analyzing accounting records and personnel costs data to determine financial resources required to implement programs; and submitting recommendations for budget allocations. Completes other tasks by maintaining records on the budget that include internal and external forms and procedures; paying bills for department; maintaining all time sheets for department; and completing indirect cost studies. All other duties as assigned by a supervisor/manager within your department/division. MANAGEMENT SERVICES DEPARTMENT BUDGET DIVISION SPECIFIC FUNCTIONS: Gathers and compiles budget, financial, forecast, and technical information from departments, schedules meetings, and compiles materials and binders for the budget allocation process. Assists department heads in developing budget requests. Perform financial analysis and research; prepare reports and make recommendations based on findings. Prepares narrative of analysis to go along with monthly budget reports, including the internal services department allocations, and assists Financial Analyst. Enters and maintains data in the budget software and assists with testing and troubleshooting when software issues arise; maintains data integrity of the financial database by carefully reviewing and reconciling budget reports with the general ledger. Meets quarterly with department budget contacts to disseminate budget information, discuss concerns, and address unforeseen events. Prepares various surveys, census reports, and other requests from outside organizations. Primary contact to the community on questions about funding mechanisms. Prepares and presents presentations, staff reports, and resolutions for presentation to the City Council, community groups, and employee groups and answer questions. Calculates debt payments and maintains debt payment schedule. Maintains and monitors all revenue and expenditures related to capital improvement projects. Assists on special projects as requested, including completing annual surveys from various entities and assisting with the annual audit and auditors' requests for information. Assists the Budget Manager with implementing annual budget request programs and policies. Assists the Budget Manager and departments with developing and administrating the City’s operational budget. Assures compliance with state and local regulations for funding mechanisms. Minimum Qualifications Education: Bachelor’s degree or equivalent. Experience: 3-5 years of related experience. Licenses : Valid Texas Class C Driver's License. The City offers a full range of benefits for full time employees, including, but not limited to the plans as defined in the Benefits Guide. Summary of Benefits Closing Date/Time: 5/31/2024 5:00 PM Central
SUMMARY PURPOSE OF POSITION The Finance Analyst II will perform a variety of professional-level accounting work across all accounting disciplines such as accounts receivable, general accounting, grants administration and fiscal management and financial planning and analysis activities. TO APPLY: This is a continuous recruitment with the first review of applications beginning February 21, 2024 . Interested applicants are encouraged to apply immediately. DISTINGUISHING CHARACTERISTICS This is the career level of the Finance Analyst series. At this level, the incumbent has some latitude for independent judgment and may vary work methods and procedures, but usually within prescribed parameters. SUPERVISION EXERCISED AND RECEIVED Receives supervision from Departmental Management/Supervisory level management This position has no formal supervisory responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES The duties listed below are intended to describe the general nature and level of work being performed and are not to be interpreted as an exhaustive list of responsibilities. Prepare all financial reporting data, ensuring all deadlines are met, including but not limited to a trial balance, income statement, statement of cash flows, and statistical data on a monthly and year-end basis. Monitor daily cash balance, accounts receivable, and payable aging. Resolve accounting discrepancies and irregularities. Perform complex financial analysis and research to support the Agency’s financial records. Facilitate and lead other department staff with the month-end and year-end close process. Prepare a variety of reports, records, correspondences and other documents. Prepare financial reports in accordance with Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board requirements. Assist with the fixed asset system implementation and testing, including the reconciliation of the fixed asset system. Analyze and categorizes capital projects as they are transferred to the fixed asset system. Monitor funding pattern for grants and adjust periodically as needed. Reconcile grants reimbursement. Analyze and evaluate budget transfers. Collaborate with staff and various SCRRA departments to accomplish organization objectives. Prepare in draft and submits to the appropriate Managers for review information to support the Comprehensive Annual Financial Report (CAFR), National Transit Database and State Controller’s report. Establish and monitor the implementation and maintenance of accounting control procedures. Prepare monthly reconciliation on general ledger accounts. Support managers in maintaining adequate internal controls and the integrity of transactions entered into the Agency’s accounting system to ensure proper reporting and classification. Perform other related duties as assigned. MINIMUM REQUIREMENTS TO PERFORM ESSENTIAL JOB FUNCTIONS Education and Experience Bachelor’s degree in Business Administration, Accounting, Finance or a related field. A minimum of six (6) years of experience in accounting, finance and/or budget. A combination of training, with a minimum of an Associate Degree and/or experience that provides the required knowledge, skills and abilities may be considered when determining minimum qualifications. Advanced relevant coursework may also substitute for a portion of required experience. Valid Class C Driver’s license with a satisfactory driving record of no more than three moving violations and no DUI’s within the last three years is required. Preferred Qualifications None Knowledge, Skills, and Abilities Knowledge of : Fundamental concepts of accounting SCRRA business model and revenue types Corporate cash management Skilled in : Use of Microsoft Office and Oracle FIS Oral, verbal, and written communication Ability to : Review, research and reconcile Interpret contract terms Manage projects PHYSICAL REQUIREMENTS Transition between a stationary position at a desk or work location and move about Metrolink facilities or other work site locations Operate tools to perform the duties of the position; such as computers, office equipment and work-related machinery Transport equipment or boxes up to 25lbs Exchange ideas by means of communication Visual acuity to detect, identify and observe employees or train movement and any barriers to movement when working on or near railroad tracks Hear and perceive the nature of sounds when working on or near railroad tracks Balance, ascend/descend, climb, kneel, stoop, bend, crouch or crawl within assigned working conditions and or locations Working Conditions Position requires work in a normal office environment with little exposure to excessive noise, dust, or temperature. Work may also be conducted in outdoor environments, at construction sites, Railroad Track and Right-of-Way environments, and warehouse environments, with possible exposure to individuals who are hostile or irate, moving mechanical parts, and loud noises (85+ decibels, such as heavy trucks, construction, etc.) Southern California Regional Rail Authority is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the Authority will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. SUPPLEMENTAL INFORMATION Selection Process: Following a review of resumes and/or applications, the most highly qualified candidates will be invited to continue in the selection process. Eligible applicants will be notified of the exact time and place of assessments and interview. Candidates will be interviewed to determine their relative knowledge, skills and ability in job related areas. Offers of employment may be contingent upon successful completion of a reference check, including degree verification and criminal records check provided through SCRRA. Internal Candidates: Employees with active discipline as defined in the HR Policy No. 5.3 Positive Discipline Program and/or with performance that does not meet the standard for "meets expectations" as defined in the Performance Planning and Appraisal Process may be precluded from consideration and placement in the position. In compliance with the Americans with Disabilities Act, the SCRRA will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. The SCRRA is an Equal Opportunity Employer. EEO/ADA MEDICAL: SCRRA offers a choice of twelve (12) health plan options provided through the California Public Employees' Retirement System (CalPERS). You may choose from up to ten (10) Health Maintenance Organization (HMO) plans and two (2) Preferred Provider Organization (PPO) plans. Some health plans are only available in certain counties and/or zip codes. You contribute 12.5 percent of the plan premium for coverage of you and your eligible dependents. You may waive coverage if you are covered under another group health plan; you must provide proof. Once you waive coverage, you will only be allowed to enroll during Open Enrollment or within 60 days from the date on which your other coverage is no longer available (proof is required). If you elect to waive coverage, you will receive $300.00 per month taxable earnings, paid in two installments of $150 each on the first two paychecks of the month. A retiree or an employee who is a spouse, child, or any other eligible dependent of another SCRRA employee is not eligible for the opt out/cash in lieu credit if he/she is covered under a SCRRA health plan. Eligibility begins the first of the month following hire date or qualifying event. DENTAL: SCRRA offers two dental options provided by Delta Dental. Under the DeltaCare (HMO) program, you must select a contract dentist within their network to perform your dental services. If you require treatment from a specialist, your contract dentist will handle the referral. Many services are covered at no cost to you. A co-payment applies for other services. The Delta Dental PPO plan allows you to visit a dentist of your choice, change dentists at any time, go to a dental specialist of your choice, receive dental care anywhere in the world, and save on out-of-pocket expenses when you visit a PPO network dental office. SCRRA pays the full premium for coverage of you and your eligible dependents under both plans. Eligibility begins the first of the month following hire date or qualifying event. VISION: SCRRA offers two (2) vision plans through Vision Service Plan (VSP), providing coverage for eye examinations, prescription eyewear and contact lenses through network providers. You have the option of seeing out-of-network providers, but full reimbursement is not guaranteed. VSP has contracted with many laser surgery facilities and doctors, offering you a discount on PRK and LASIK surgeries. If you enroll in the VSP Basic Plan, SCRRA pays the full premium for coverage of you and your eligible dependents. If you enroll in the VSP Buy-up Plan, which offers enhanced vision benefits, you pay the difference between the cost of the Basic Plan and the Buy-up Plan. Eligibility begins the first of the month following hire date or qualifying event. FLEXIBLE SPENDING ACCOUNTS: Flexible Spending Accounts (FSA) allow for the deferral of pre-tax dollars to be used for reimbursement of eligible medical and dependent care expenses. You can set aside up to $3,050 for health care expenses and $5,000 per family for dependent care expenses annually. Eligibility begins the first of the month following hire date or a qualifying event. GROUP TERM LIFE INSURANCE: SCRRA provides for an amount equal to one (1) time your annual salary, rounded to the nearest $1,000, to a maximum of $200,000. Your life insurance benefit will reduce to 65% at age 65 and 55% at age 70. IRS regulations require that the portion of Group Term Life (“G.T.L.”) insurance benefits provided to you by SCRRA, which exceeds $50,000, be added to your Federal, State, and Medicare taxable earnings for W-2 reporting. This amount is reflected on your pay statements each pay period in the “Other Benefits and Information” section. In addition, SCRRA offers a voluntary plan, which may be purchased in increments of $10,000 to a maximum of $100,000 without evidence of insurability (initial enrollment period only) and up to 5 times your salary to a maximum of $500,000 with evidence of insurability. Dependent life options are also available. The voluntary plan is portable; you may retain it if you leave SCRRA and pay the premium. Eligibility begins the first of the month following hire date or qualifying event. ACCIDENTAL DEATH & DISMEMBERMENT: SCRRA provides for an amount equal to one (1) time your annual salary, rounded to the nearest $1,000, up to a maximum of $200,000. Your AD&D insurance benefit will reduce to 65% at age 65 and 55% at age 70. In addition, SCRRA offers a voluntary plan, which may be purchased in increments of $10,000, subject to a maximum of the lesser of 5 times your annual salary or $500,000. Dependent AD&D options are also available. Eligibility begins the first of the month following hire date or qualifying event. SHORT TERM DISABILITY: You are covered under the California State Disability Insurance (SDI) Program. Your maximum benefit amount is 52 times your weekly benefit amount or the total wages subject to SDI tax paid in your base period, whichever is less. Employees pay a mandatory contribution, through payroll deductions, for coverage under the SDI program. The contribution rate for 2023 is 0.9 percent of earnings. The SDI taxable wage limit is $153,164, with a maximum withholding of $1,378.48 per employee for calendar year 2023. LONG TERM DISABILITY : SCRRA provides for income replacement of 60 percent of monthly earnings subject to a maximum benefit of $7,500 per month up to age 65. To qualify, you must be on disability for 90 days. (Note: there is a pre-existing condition clause in this program.) Eligibility begins the first of the month following hire date or qualifying event. VOLUNTARY BENEFITS: SCRRA offers the following employee-paid voluntary benefits, provided by Aflac: Group Accident Insurance helps pay for out-of-pocket costs that arise from covered accidents, such as fractures, dislocations, and lacerations. Group Critical Illness Insurance helps pay for the expected and unexpected expenses that arise from diagnosis of a covered critical illness, such as cancer (internal or invasive), heart attack, stroke, end-stage renal failure or a major organ transplant. Group Hospital Indemnity Insurance helps pay for the out-of-pocket costs associated with a hospital stay, including benefits for hospital confinement, hospital admission, hospital intensive care and intermediate intensive care step-down unit. Group Short-Term Disability Insurance pays a monthly benefit directly to an employee who is off work due to an injury or illness for up to three (3) months after a seven (7) day waiting period. Eligibility begins the first of the month following hire date or qualifying event. 9/80 ALTERNATIVE WORK SCHEDULE: SCRRA offers a 9/80 Alternative Work Schedule (AWS). During a 10-day work period, you work eight 9-hour days, one 8-hour day and have one day off. Your day off can be Monday, Wednesday, or Friday. Approval from your supervisor, chief and HR is required to participate in the 9/80 AWS program. TELECOMMUTING SCHEDULE: SCRRA offers employees the option to telecommute up to two (2) days per week. At the CEO’s discretion, the maximum number of days per week may be increased due to a natural disaster, pandemic, civil unrest, federal/state/local stay-at-home order, or other special circumstances. Approval from your supervisor, chief and HR is required to participate in the telecommuting program. Employees on a 9/80 schedule cannot telecommute. HOLIDAYS: SCRRA observes twelve (12) holidays a year: New Year's Day, Martin Luther King Day, President’s Day, Cesar Chavez Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Veterans Day, Thanksgiving Day, Day after Thanksgiving, and Christmas Day. PAID TIME OFF (PTO): SCRRA provides employees with Paid Time Off (PTO) for vacations, illnesses, injuries, medical/dental appointments, religious holidays, personal business, and emergencies as follows: 0-4 years of service - 25 days 5-6 years of service - 30 days 7th year of service - 32 days 8th year of service - 33 days 9th year of service - 34 days 10-14 years of service - 35 days 15-19 years of service - 38 days 20 or more years - 42 days At the CEO’s discretion, prior service at a public transportation or public agency, or rail transportation company may be counted towards an employee’s total service years to increase the employee’s PTO accrual rate. To be considered, Human Resources requires that a written request along with verification and confirmation of the years of service be provided prior to the start of employment with SCRRA. Human Resources will provide the final determination on behalf of the CEO. EMPLOYEE ASSISTANCE PROGRAM (EAP): SCRRA offers you and your immediate and dependent family members confidential counseling 24 hours a day, 7 days a week for family, personal, work-related and substance abuse issues through the EAP. You are entitled to a telephone session(s) with a trained EAP professional to assess the nature of the problem and provide a referral for additional assistance, if needed. Services also include three (3) face-to-face counseling sessions per family member per six (6) month period. HEALTH ADVOCACY SERVICES: SCRRA offers you and your eligible dependents free health advocacy services through Health Advocate. You are entitled to unlimited calls with trained professionals who can help you navigate the healthcare and insurance systems. RETIREMENT PLAN: The SCRRA contracts with the California Public Employees' Retirement System (CalPERS). You pay a 8.00 percent employee contribution and SCRRA pays an employer contribution, which varies each year. To be eligible for service retirement, you must be at least age 52 and have a minimum of five (5) years of CalPERS-credited service. Upon retirement you are entitled to a monthly retirement benefit based on your years of credited service, age, and average compensation during your last three (3) years of service (“final compensation”). The retirement formula for New Members is 2%@62, which means at age 62, you receive 2 percent of your final compensation for every year of service. Upon separation from employment with less than 5 years of credited service, you may request a refund of your employee contributions only, including interest, and end your membership with CalPERS, or leave it in your account and retain your service credit should you decide to work for another CalPERS-covered agency. If you are vested upon separation but do not retire, you may leave your contributions in your account until retirement or elect a refund. SOCIAL SECURITY: You do not participate in Social Security except for Medicare. You will contribute 1.45 percent of your pay to cover the hospital insurance portion of Medicare. *Additional Medicare Hospital Insurance Tax: As of January 1, 2013, employees are required to pay an additional 0.9 percent Medicare tax on earnings above $200,000 (for those who file an individual return) or $250,000 (for those who file a joint return). This additional hospital insurance tax is not reflected in the rate above. RETIREE MEDICAL: Unrepresented employees hired before 11/1/18*: You will be eligible for medical coverage when you retire if your separation date and retirement date are within 120 days of each other. SCRRA pays the same amount for retirees as it does for active employees, which is currently 87.5 percent of the applicable premium. Unrepresented employees hired on or after 11/1/18: You will be eligible for medical coverage when you retire if your separation date and retirement date are within 120 days of each other and you have a minimum of 10 years of credited CalPERS service, five of which must be performed at SCRRA. SCRRA pays a percentage of the state annuitant contribution rate** in accordance with the vesting schedule below: 10 Years of CalPERS Service - 50% 11 - 19 Years of CalPERS Service - 50%, plus 5% for each additional year of service 20+ Years of CalPERS Service - 100% *Once each year the employer may allow unrepresented employees hired before 11/1/18 the opportunity to individually elect to be subject to the vesting schedule. **The state annuitant contribution rates for 2023 are: $883 (Retiree Only); $1,699 (Retiree + 1 Dependent); $2,124 (Retiree + Family). DEFERRED COMPENSATION PLAN (457) : You are eligible to set aside a portion of your current income without paying taxes on that money until it is received later during retirement when taxes may be lower. In 2023, you can defer up to 100 percent of your gross compensation or $22,500 annually, whichever is less (“normal contribution limit”). You may make an additional $7,500 contribution to the plan if you are age 50 and older. If you are at least within three years of the age in which you are eligible to receive unreduced benefits under our CalPERS retirement plan, you may contribute up to double the normal contribution limit, or $45,000. TRANSPORTATION PASSES: You may use your employee badge for unlimited free access to all Metrolink lines and trains. Your badge cannot be used on connecting public transportation. However, if you commute to/from work on Metrolink on a regular basis and need to connect to other public transportation (e.g., Metro Red or Purple Line) you can be issued a Metrolink pass with the appropriate station pair, which will also give you access to connecting transportation. You are also eligible to receive a free transit pass to ride any greater Los Angeles area transit system other than Metrolink (such as, Metro, Foothill Transit, LADOT, and LOSSAN) for commuting purposes. The commuter transit pass has a value up to the monthly maximum tax-free transit pass amount established by the Internal Revenue Service ($300 in 2023). You are responsible for any transit fares above the IRS monthly cap. To receive this benefit, the SCRRA requires each employee to use public transportation to commute to and from work three (3) or more days per week. OTHER BENEFITS: Educational Assistance - SCRRA will reimburse an employee up to $1,000 per fiscal year for tuition, books and mandatory student fees for courses that are relevant to employment. No reimbursement is allowed for parking. Professional Memberships - SCRRA pays up to $300 per year for professional memberships. Credit Union Membership - SCRRA offers credit union services for employees and their family members, provided by Northrup Grumman Federal Credit Union. Jury Duty - SCRRA will continue an employee's salary during any non-voluntary jury service up to a maximum of ten (10) working days. Pregnancy Disability and Family and Medical Leaves - A leave of absence may be paid or unpaid and shall be granted in accordance with applicable federal and state laws, and SCRRA policy. Refer to the Human Resource Policies and Procedures Manual for more detailed information. Bereavement Leave - In the event of death in an employee’s immediate family, the agency grants up to three (3) working days, with pay, to handle family affairs and to attend the funeral. When an employee needs to travel outside the radius of the five (5) member agencies due to the death of an immediate family member, the Authority grants up to five (5) working days, with pay. Military Leave - Employees will be paid for the annually required active period. At the discretion of the Chief Executive Officer, and with Board notification, paid military leave may be granted beyond what is provided by the applicable state law. Closing Date/Time: Continuous
Mar 07, 2024
Full Time
SUMMARY PURPOSE OF POSITION The Finance Analyst II will perform a variety of professional-level accounting work across all accounting disciplines such as accounts receivable, general accounting, grants administration and fiscal management and financial planning and analysis activities. TO APPLY: This is a continuous recruitment with the first review of applications beginning February 21, 2024 . Interested applicants are encouraged to apply immediately. DISTINGUISHING CHARACTERISTICS This is the career level of the Finance Analyst series. At this level, the incumbent has some latitude for independent judgment and may vary work methods and procedures, but usually within prescribed parameters. SUPERVISION EXERCISED AND RECEIVED Receives supervision from Departmental Management/Supervisory level management This position has no formal supervisory responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES The duties listed below are intended to describe the general nature and level of work being performed and are not to be interpreted as an exhaustive list of responsibilities. Prepare all financial reporting data, ensuring all deadlines are met, including but not limited to a trial balance, income statement, statement of cash flows, and statistical data on a monthly and year-end basis. Monitor daily cash balance, accounts receivable, and payable aging. Resolve accounting discrepancies and irregularities. Perform complex financial analysis and research to support the Agency’s financial records. Facilitate and lead other department staff with the month-end and year-end close process. Prepare a variety of reports, records, correspondences and other documents. Prepare financial reports in accordance with Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board requirements. Assist with the fixed asset system implementation and testing, including the reconciliation of the fixed asset system. Analyze and categorizes capital projects as they are transferred to the fixed asset system. Monitor funding pattern for grants and adjust periodically as needed. Reconcile grants reimbursement. Analyze and evaluate budget transfers. Collaborate with staff and various SCRRA departments to accomplish organization objectives. Prepare in draft and submits to the appropriate Managers for review information to support the Comprehensive Annual Financial Report (CAFR), National Transit Database and State Controller’s report. Establish and monitor the implementation and maintenance of accounting control procedures. Prepare monthly reconciliation on general ledger accounts. Support managers in maintaining adequate internal controls and the integrity of transactions entered into the Agency’s accounting system to ensure proper reporting and classification. Perform other related duties as assigned. MINIMUM REQUIREMENTS TO PERFORM ESSENTIAL JOB FUNCTIONS Education and Experience Bachelor’s degree in Business Administration, Accounting, Finance or a related field. A minimum of six (6) years of experience in accounting, finance and/or budget. A combination of training, with a minimum of an Associate Degree and/or experience that provides the required knowledge, skills and abilities may be considered when determining minimum qualifications. Advanced relevant coursework may also substitute for a portion of required experience. Valid Class C Driver’s license with a satisfactory driving record of no more than three moving violations and no DUI’s within the last three years is required. Preferred Qualifications None Knowledge, Skills, and Abilities Knowledge of : Fundamental concepts of accounting SCRRA business model and revenue types Corporate cash management Skilled in : Use of Microsoft Office and Oracle FIS Oral, verbal, and written communication Ability to : Review, research and reconcile Interpret contract terms Manage projects PHYSICAL REQUIREMENTS Transition between a stationary position at a desk or work location and move about Metrolink facilities or other work site locations Operate tools to perform the duties of the position; such as computers, office equipment and work-related machinery Transport equipment or boxes up to 25lbs Exchange ideas by means of communication Visual acuity to detect, identify and observe employees or train movement and any barriers to movement when working on or near railroad tracks Hear and perceive the nature of sounds when working on or near railroad tracks Balance, ascend/descend, climb, kneel, stoop, bend, crouch or crawl within assigned working conditions and or locations Working Conditions Position requires work in a normal office environment with little exposure to excessive noise, dust, or temperature. Work may also be conducted in outdoor environments, at construction sites, Railroad Track and Right-of-Way environments, and warehouse environments, with possible exposure to individuals who are hostile or irate, moving mechanical parts, and loud noises (85+ decibels, such as heavy trucks, construction, etc.) Southern California Regional Rail Authority is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the Authority will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. SUPPLEMENTAL INFORMATION Selection Process: Following a review of resumes and/or applications, the most highly qualified candidates will be invited to continue in the selection process. Eligible applicants will be notified of the exact time and place of assessments and interview. Candidates will be interviewed to determine their relative knowledge, skills and ability in job related areas. Offers of employment may be contingent upon successful completion of a reference check, including degree verification and criminal records check provided through SCRRA. Internal Candidates: Employees with active discipline as defined in the HR Policy No. 5.3 Positive Discipline Program and/or with performance that does not meet the standard for "meets expectations" as defined in the Performance Planning and Appraisal Process may be precluded from consideration and placement in the position. In compliance with the Americans with Disabilities Act, the SCRRA will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. The SCRRA is an Equal Opportunity Employer. EEO/ADA MEDICAL: SCRRA offers a choice of twelve (12) health plan options provided through the California Public Employees' Retirement System (CalPERS). You may choose from up to ten (10) Health Maintenance Organization (HMO) plans and two (2) Preferred Provider Organization (PPO) plans. Some health plans are only available in certain counties and/or zip codes. You contribute 12.5 percent of the plan premium for coverage of you and your eligible dependents. You may waive coverage if you are covered under another group health plan; you must provide proof. Once you waive coverage, you will only be allowed to enroll during Open Enrollment or within 60 days from the date on which your other coverage is no longer available (proof is required). If you elect to waive coverage, you will receive $300.00 per month taxable earnings, paid in two installments of $150 each on the first two paychecks of the month. A retiree or an employee who is a spouse, child, or any other eligible dependent of another SCRRA employee is not eligible for the opt out/cash in lieu credit if he/she is covered under a SCRRA health plan. Eligibility begins the first of the month following hire date or qualifying event. DENTAL: SCRRA offers two dental options provided by Delta Dental. Under the DeltaCare (HMO) program, you must select a contract dentist within their network to perform your dental services. If you require treatment from a specialist, your contract dentist will handle the referral. Many services are covered at no cost to you. A co-payment applies for other services. The Delta Dental PPO plan allows you to visit a dentist of your choice, change dentists at any time, go to a dental specialist of your choice, receive dental care anywhere in the world, and save on out-of-pocket expenses when you visit a PPO network dental office. SCRRA pays the full premium for coverage of you and your eligible dependents under both plans. Eligibility begins the first of the month following hire date or qualifying event. VISION: SCRRA offers two (2) vision plans through Vision Service Plan (VSP), providing coverage for eye examinations, prescription eyewear and contact lenses through network providers. You have the option of seeing out-of-network providers, but full reimbursement is not guaranteed. VSP has contracted with many laser surgery facilities and doctors, offering you a discount on PRK and LASIK surgeries. If you enroll in the VSP Basic Plan, SCRRA pays the full premium for coverage of you and your eligible dependents. If you enroll in the VSP Buy-up Plan, which offers enhanced vision benefits, you pay the difference between the cost of the Basic Plan and the Buy-up Plan. Eligibility begins the first of the month following hire date or qualifying event. FLEXIBLE SPENDING ACCOUNTS: Flexible Spending Accounts (FSA) allow for the deferral of pre-tax dollars to be used for reimbursement of eligible medical and dependent care expenses. You can set aside up to $3,050 for health care expenses and $5,000 per family for dependent care expenses annually. Eligibility begins the first of the month following hire date or a qualifying event. GROUP TERM LIFE INSURANCE: SCRRA provides for an amount equal to one (1) time your annual salary, rounded to the nearest $1,000, to a maximum of $200,000. Your life insurance benefit will reduce to 65% at age 65 and 55% at age 70. IRS regulations require that the portion of Group Term Life (“G.T.L.”) insurance benefits provided to you by SCRRA, which exceeds $50,000, be added to your Federal, State, and Medicare taxable earnings for W-2 reporting. This amount is reflected on your pay statements each pay period in the “Other Benefits and Information” section. In addition, SCRRA offers a voluntary plan, which may be purchased in increments of $10,000 to a maximum of $100,000 without evidence of insurability (initial enrollment period only) and up to 5 times your salary to a maximum of $500,000 with evidence of insurability. Dependent life options are also available. The voluntary plan is portable; you may retain it if you leave SCRRA and pay the premium. Eligibility begins the first of the month following hire date or qualifying event. ACCIDENTAL DEATH & DISMEMBERMENT: SCRRA provides for an amount equal to one (1) time your annual salary, rounded to the nearest $1,000, up to a maximum of $200,000. Your AD&D insurance benefit will reduce to 65% at age 65 and 55% at age 70. In addition, SCRRA offers a voluntary plan, which may be purchased in increments of $10,000, subject to a maximum of the lesser of 5 times your annual salary or $500,000. Dependent AD&D options are also available. Eligibility begins the first of the month following hire date or qualifying event. SHORT TERM DISABILITY: You are covered under the California State Disability Insurance (SDI) Program. Your maximum benefit amount is 52 times your weekly benefit amount or the total wages subject to SDI tax paid in your base period, whichever is less. Employees pay a mandatory contribution, through payroll deductions, for coverage under the SDI program. The contribution rate for 2023 is 0.9 percent of earnings. The SDI taxable wage limit is $153,164, with a maximum withholding of $1,378.48 per employee for calendar year 2023. LONG TERM DISABILITY : SCRRA provides for income replacement of 60 percent of monthly earnings subject to a maximum benefit of $7,500 per month up to age 65. To qualify, you must be on disability for 90 days. (Note: there is a pre-existing condition clause in this program.) Eligibility begins the first of the month following hire date or qualifying event. VOLUNTARY BENEFITS: SCRRA offers the following employee-paid voluntary benefits, provided by Aflac: Group Accident Insurance helps pay for out-of-pocket costs that arise from covered accidents, such as fractures, dislocations, and lacerations. Group Critical Illness Insurance helps pay for the expected and unexpected expenses that arise from diagnosis of a covered critical illness, such as cancer (internal or invasive), heart attack, stroke, end-stage renal failure or a major organ transplant. Group Hospital Indemnity Insurance helps pay for the out-of-pocket costs associated with a hospital stay, including benefits for hospital confinement, hospital admission, hospital intensive care and intermediate intensive care step-down unit. Group Short-Term Disability Insurance pays a monthly benefit directly to an employee who is off work due to an injury or illness for up to three (3) months after a seven (7) day waiting period. Eligibility begins the first of the month following hire date or qualifying event. 9/80 ALTERNATIVE WORK SCHEDULE: SCRRA offers a 9/80 Alternative Work Schedule (AWS). During a 10-day work period, you work eight 9-hour days, one 8-hour day and have one day off. Your day off can be Monday, Wednesday, or Friday. Approval from your supervisor, chief and HR is required to participate in the 9/80 AWS program. TELECOMMUTING SCHEDULE: SCRRA offers employees the option to telecommute up to two (2) days per week. At the CEO’s discretion, the maximum number of days per week may be increased due to a natural disaster, pandemic, civil unrest, federal/state/local stay-at-home order, or other special circumstances. Approval from your supervisor, chief and HR is required to participate in the telecommuting program. Employees on a 9/80 schedule cannot telecommute. HOLIDAYS: SCRRA observes twelve (12) holidays a year: New Year's Day, Martin Luther King Day, President’s Day, Cesar Chavez Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Veterans Day, Thanksgiving Day, Day after Thanksgiving, and Christmas Day. PAID TIME OFF (PTO): SCRRA provides employees with Paid Time Off (PTO) for vacations, illnesses, injuries, medical/dental appointments, religious holidays, personal business, and emergencies as follows: 0-4 years of service - 25 days 5-6 years of service - 30 days 7th year of service - 32 days 8th year of service - 33 days 9th year of service - 34 days 10-14 years of service - 35 days 15-19 years of service - 38 days 20 or more years - 42 days At the CEO’s discretion, prior service at a public transportation or public agency, or rail transportation company may be counted towards an employee’s total service years to increase the employee’s PTO accrual rate. To be considered, Human Resources requires that a written request along with verification and confirmation of the years of service be provided prior to the start of employment with SCRRA. Human Resources will provide the final determination on behalf of the CEO. EMPLOYEE ASSISTANCE PROGRAM (EAP): SCRRA offers you and your immediate and dependent family members confidential counseling 24 hours a day, 7 days a week for family, personal, work-related and substance abuse issues through the EAP. You are entitled to a telephone session(s) with a trained EAP professional to assess the nature of the problem and provide a referral for additional assistance, if needed. Services also include three (3) face-to-face counseling sessions per family member per six (6) month period. HEALTH ADVOCACY SERVICES: SCRRA offers you and your eligible dependents free health advocacy services through Health Advocate. You are entitled to unlimited calls with trained professionals who can help you navigate the healthcare and insurance systems. RETIREMENT PLAN: The SCRRA contracts with the California Public Employees' Retirement System (CalPERS). You pay a 8.00 percent employee contribution and SCRRA pays an employer contribution, which varies each year. To be eligible for service retirement, you must be at least age 52 and have a minimum of five (5) years of CalPERS-credited service. Upon retirement you are entitled to a monthly retirement benefit based on your years of credited service, age, and average compensation during your last three (3) years of service (“final compensation”). The retirement formula for New Members is 2%@62, which means at age 62, you receive 2 percent of your final compensation for every year of service. Upon separation from employment with less than 5 years of credited service, you may request a refund of your employee contributions only, including interest, and end your membership with CalPERS, or leave it in your account and retain your service credit should you decide to work for another CalPERS-covered agency. If you are vested upon separation but do not retire, you may leave your contributions in your account until retirement or elect a refund. SOCIAL SECURITY: You do not participate in Social Security except for Medicare. You will contribute 1.45 percent of your pay to cover the hospital insurance portion of Medicare. *Additional Medicare Hospital Insurance Tax: As of January 1, 2013, employees are required to pay an additional 0.9 percent Medicare tax on earnings above $200,000 (for those who file an individual return) or $250,000 (for those who file a joint return). This additional hospital insurance tax is not reflected in the rate above. RETIREE MEDICAL: Unrepresented employees hired before 11/1/18*: You will be eligible for medical coverage when you retire if your separation date and retirement date are within 120 days of each other. SCRRA pays the same amount for retirees as it does for active employees, which is currently 87.5 percent of the applicable premium. Unrepresented employees hired on or after 11/1/18: You will be eligible for medical coverage when you retire if your separation date and retirement date are within 120 days of each other and you have a minimum of 10 years of credited CalPERS service, five of which must be performed at SCRRA. SCRRA pays a percentage of the state annuitant contribution rate** in accordance with the vesting schedule below: 10 Years of CalPERS Service - 50% 11 - 19 Years of CalPERS Service - 50%, plus 5% for each additional year of service 20+ Years of CalPERS Service - 100% *Once each year the employer may allow unrepresented employees hired before 11/1/18 the opportunity to individually elect to be subject to the vesting schedule. **The state annuitant contribution rates for 2023 are: $883 (Retiree Only); $1,699 (Retiree + 1 Dependent); $2,124 (Retiree + Family). DEFERRED COMPENSATION PLAN (457) : You are eligible to set aside a portion of your current income without paying taxes on that money until it is received later during retirement when taxes may be lower. In 2023, you can defer up to 100 percent of your gross compensation or $22,500 annually, whichever is less (“normal contribution limit”). You may make an additional $7,500 contribution to the plan if you are age 50 and older. If you are at least within three years of the age in which you are eligible to receive unreduced benefits under our CalPERS retirement plan, you may contribute up to double the normal contribution limit, or $45,000. TRANSPORTATION PASSES: You may use your employee badge for unlimited free access to all Metrolink lines and trains. Your badge cannot be used on connecting public transportation. However, if you commute to/from work on Metrolink on a regular basis and need to connect to other public transportation (e.g., Metro Red or Purple Line) you can be issued a Metrolink pass with the appropriate station pair, which will also give you access to connecting transportation. You are also eligible to receive a free transit pass to ride any greater Los Angeles area transit system other than Metrolink (such as, Metro, Foothill Transit, LADOT, and LOSSAN) for commuting purposes. The commuter transit pass has a value up to the monthly maximum tax-free transit pass amount established by the Internal Revenue Service ($300 in 2023). You are responsible for any transit fares above the IRS monthly cap. To receive this benefit, the SCRRA requires each employee to use public transportation to commute to and from work three (3) or more days per week. OTHER BENEFITS: Educational Assistance - SCRRA will reimburse an employee up to $1,000 per fiscal year for tuition, books and mandatory student fees for courses that are relevant to employment. No reimbursement is allowed for parking. Professional Memberships - SCRRA pays up to $300 per year for professional memberships. Credit Union Membership - SCRRA offers credit union services for employees and their family members, provided by Northrup Grumman Federal Credit Union. Jury Duty - SCRRA will continue an employee's salary during any non-voluntary jury service up to a maximum of ten (10) working days. Pregnancy Disability and Family and Medical Leaves - A leave of absence may be paid or unpaid and shall be granted in accordance with applicable federal and state laws, and SCRRA policy. Refer to the Human Resource Policies and Procedures Manual for more detailed information. Bereavement Leave - In the event of death in an employee’s immediate family, the agency grants up to three (3) working days, with pay, to handle family affairs and to attend the funeral. When an employee needs to travel outside the radius of the five (5) member agencies due to the death of an immediate family member, the Authority grants up to five (5) working days, with pay. Military Leave - Employees will be paid for the annually required active period. At the discretion of the Chief Executive Officer, and with Board notification, paid military leave may be granted beyond what is provided by the applicable state law. Closing Date/Time: Continuous
City of McKinney, TX
McKinney, Texas, United States
Summary WORKING FOR THE CITY OF MCKINNEY Working for the City of McKinney is more than a job. It is an opportunity to make a meaningful difference in the lives of others. It is also an opportunity to have a hand in the development of one of the fastest growing communities in the nation. In 2023, McKinney was named one of the top workplaces in DFW by the Dallas Morning News. Although proud of that honor, everyone on our team is committed to making McKinney an even better place to live, work and raise a family. That’s why we exist. OUR CORE VALUES City of McKinney employees work hard and at a very fast pace. However, we also look after and support one another. All of us are guided by four employee-inspired values - Respect, Integrity, Service, and Excellence (RISE). We are also supported by servant-based leaders who foster and support a healthy, family-oriented culture. All new employees are expected to embrace and live by our core values and commit to helping us sustain our exceptional work environment as a high performance organization (HPO). SUMMARY OF POSITION The Airport Financial Analyst is responsible for conducting research, analyzing data, evaluating processes, and developing strategies and recommendations for airport business operations. Duties performed are particularly in the areas of cost management, asset replacement, performance benchmarking, monitoring and measuring data, utilization and optimization, process improvements, detailed analytical reporting and forecasting, and tracking and trending production. The position will support the airport’s regulatory compliance and safety measures and manage basic legal, financial and budgetary functions. The position will also assist the airport management staff with administrative support of the daily oversight of airport and FBO operations and provide customer service with a proactive and solution-focused approach. Essential Functions/Knowledge, Skills, & Abilities ESSENTIAL DUTIES AND RESPONSIBILITIES Analyzes financial impacts associated with the airport and FBO operations. Assists airport management with forecasting and developing the annual budget, including requests, transfers, amendments, expenditures, and monitoring the divisional and department budgets. Monitors budget performance, develops financial metrics, and conducts financial analysis of information. Performs high-level, complex analysis of budgets, revenue projections, economic indicators, financial plans, and financial trends and forecasts. Develops and distributes monthly financial reports of airport and FBO expenditures, revenues, and changes in financial status. Performs benchmarking analyses on key performance indicators, including special studies to implement quality service and operational improvements. Assists in developing departmental performance metrics and strategic financial plans. Assists in developing airport strategic goals and tracking the progress of those goals throughout the fiscal year. Develops pro-formas and forecasting models for future airport capital improvement projects. Reviews capital budgets for conformance with the Capital Improvement Plan, and assists with funding, contract documentation, change orders, and payouts on the capital improvement projects. Oversees grant reporting and project administration requirements by following requirements of approved project grants, submitting documentation and status reports, and communicating with grant administration offices and project managers regarding funding and other issues. Drafts professional service contracts, lease agreements, grant applications, contract amendments, and sole source memos and uploads them to DocuSign for approval. Drafts staff reports, resolutions, and ordinances for various airport projects and coordinates with the City Secretary’s office for City Council’s approval. Assists airport management staff to schedule, coordinate, and prepare exhibits and documents for FAA, city council, and community presentations. Conducts research and analysis, and issues recommendations for special projects at the request of management. Monitors and interprets lease agreements with various vendors/tenants and initiates changes for management and legal review. Calculate CPI adjustments for multiple hangar and land leases with varying schedules and frequencies. Assists with issuing new and renewable tenant leases, reconciles and prepares monthly billing statements, invoices tenants for hangar leases, tie-down, office rentals, recurring charges, and special services. Assist with processing adjustments/credits and refunds of security deposits as appropriate and prepares daily/weekly deposits for all leased sites, hangars, and offices. Manages and coordinates vendor quotes, purchase orders and requisitions in accordance with the city’s financial policies. Generates purchase orders to obtain goods and services from suppliers and verify divisions are using contact pricing. Verifies incoming shipments for quality, quantity, and accuracy, and completes purchasing processes by requesting change orders, inputting invoices into the City’s ERP system, and submitting receiving reports. Updates various airport policies, procedure manuals, and reference materials. Interprets the Airport’s Minimum Standards and Rules and Regulations. Answers related questions and responds to inquiries from tenants and airport users. Updates the FAA Aircraft Data Base, operational and fuel reports, and SAP strategy reports to include various leases and rents, fuel flowage volumes, aircraft operations, and US Customs activity. Provides based aircraft and lease data to Collin County Appraisal District for tax purposes and develops airport-specific ad valorum tax reports for distribution Coordinates information exchange between numerous other airports in the DFW area to help determine industry rates and fee metrics. Maintains and analyzes GIS database and maps. Coordinates with the Webmaster for updates and current departmental information on the airport’s website. Acts as the department’s main point of contact for all IT issues and provides assistance with computer software training within the department. Performs specialized and complex administrative, financial, and purchasing duties for special purpose aeronautical supplies, equipment, and services. Maintains office records and electronic filing systems and coordinates with the City Secretary regarding files and records administration. OTHER JOB FUNCTIONS: Builds queries and pivot tables, utilizing proficient Excel skills. Perform other duties as assigned or directed. KNOWLEDGE, SKILLS, ABILITIES, AND BEHAVIORS Ability to embrace and embody the City’s core values of Respect, Integrity, Service, and Excellence (R.I.S.E.). Excellent analytical and problem-solving skills including the ability to review, classify, categorize, prioritize, and/or analyze data and information. Ability to exercise independent judgement to adopt or modify methods and standards to meet variation in assigned objectives. Intermediate skills in Microsoft Office to include Word, Excel, Power Point, Outlook and Microsoft Operating Systems. High level of integrity and dependability with a strong sense of urgency and results orientation. Exercise sound judgement, decisiveness, and creativity in various situations. Knowledge of purchasing laws and city purchasing policies. Knowledge of maintaining and analyzing GIS database and maps. Skill to analyze/interpret data and information while recognizing interactive effects and relationships. Skill in analyzing business processes and policies and creating recommendations for improvement. Skill in analyzing complex processes and prescribing and formulating remedial policies and programs. Ability to organize, prioritize work, maintain a steady workflow and meet deadlines. Ability to work under time pressures and problem solve. Ability to take the initiative and drive innovation for systematic change and continuous improvement. Ability to communicate and deal effectively with employees, managers, tenants, airport users and others. Ability to communicate clearly, both orally and in writing. Ability to work in a team environment; contribute as a team member and treat co-workers and customers with respect. Ability to build professional relationships with internal staff and external customers. Ability to be flexible and adaptable, especially during times of change. Required Qualifications MINIMUM QUALIFICATIONS Any work related experience resulting in acceptable proficiency levels in the below Minimum Qualifications may be an acceptable substitute. Bachelor’s degree in airport management, business, finance, accounting, public administration, or closely related field and three (3) years of experience. PREFERRED QUALIFICATIONS Master’s degree preferred. Commercial airport or similar experience preferred. ACE or CM certification from American Association of Airport Executives (AAAE) preferred. CONDITIONS OF EMPLOYMENT Must pass a drug screen and background check. Must have Class C Texas Driver’s License Physical Demands/Supplemental PHYSICAL DEMANDS Tasks involve the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (25 pounds). Tasks may involve extended periods of time at a keyboard or workstation. Some tasks require visual and sound perception and discrimination and oral communications ability. WORK ENVIRONMENT Essential functions are regularly performed within an office environment. The above statements describe the general nature and level of work being performed as of the date of preparation and approval. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. The job description does not constitute an employment agreement between the employer and employee, and all requirements are subject to possible modification to reasonably accommodate individuals with disabilities. The City of McKinney is an equal opportunity employer (EOE) committed to an alcohol / drug free workplace and to providing equal opportunities regardless of age, race, color, gender, religion, national origin, marital status, veteran status, disability or any other legally protected status. The City offers a full complement of benefits: Health Insurance Medical, Dental, Vision Insurance Health Savings Account (HSA), Flexible Spending Medical and Childcare Account (FSA) Mental Health Care and Employee Assistance Program (EAP) City-paid and VoluntaryLifeInsurance City-paid and VoluntaryLong Term Disability Insurance Supplemental Insurance through Aflac Additional Benefits Legal Services through Legal Shield Tuition Reimbursement (up to $10,000 per year) Wellness Program (earn up to $600 per year) Retirement Texas Municipal Retirement System (TMRS) Mandatory 7% employee contribution City match 2:1 5 year vesting Retire after 20 years of service, or age 60 with 5 years of service 457(b) Deferred Compensation Plans Paid Time Off (PTO) Paid Vacation (80 hours per year for new hires; tieredincreases after 2 yrs) Sick Leave (135 hours per year for yourself and immediate family) Paid Parental Leave (80 hours for birth, adoption, or placement of a child in foser care) Ten Paid Holidays Personal Day Optional compensatory time for hourly employees Compensatory time for salaried employees For more detailed information, please see the City of McKinney's summary of benefits . Closing Date/Time: 5/6/2024 5:00 PM Central
Apr 23, 2024
Full Time
Summary WORKING FOR THE CITY OF MCKINNEY Working for the City of McKinney is more than a job. It is an opportunity to make a meaningful difference in the lives of others. It is also an opportunity to have a hand in the development of one of the fastest growing communities in the nation. In 2023, McKinney was named one of the top workplaces in DFW by the Dallas Morning News. Although proud of that honor, everyone on our team is committed to making McKinney an even better place to live, work and raise a family. That’s why we exist. OUR CORE VALUES City of McKinney employees work hard and at a very fast pace. However, we also look after and support one another. All of us are guided by four employee-inspired values - Respect, Integrity, Service, and Excellence (RISE). We are also supported by servant-based leaders who foster and support a healthy, family-oriented culture. All new employees are expected to embrace and live by our core values and commit to helping us sustain our exceptional work environment as a high performance organization (HPO). SUMMARY OF POSITION The Airport Financial Analyst is responsible for conducting research, analyzing data, evaluating processes, and developing strategies and recommendations for airport business operations. Duties performed are particularly in the areas of cost management, asset replacement, performance benchmarking, monitoring and measuring data, utilization and optimization, process improvements, detailed analytical reporting and forecasting, and tracking and trending production. The position will support the airport’s regulatory compliance and safety measures and manage basic legal, financial and budgetary functions. The position will also assist the airport management staff with administrative support of the daily oversight of airport and FBO operations and provide customer service with a proactive and solution-focused approach. Essential Functions/Knowledge, Skills, & Abilities ESSENTIAL DUTIES AND RESPONSIBILITIES Analyzes financial impacts associated with the airport and FBO operations. Assists airport management with forecasting and developing the annual budget, including requests, transfers, amendments, expenditures, and monitoring the divisional and department budgets. Monitors budget performance, develops financial metrics, and conducts financial analysis of information. Performs high-level, complex analysis of budgets, revenue projections, economic indicators, financial plans, and financial trends and forecasts. Develops and distributes monthly financial reports of airport and FBO expenditures, revenues, and changes in financial status. Performs benchmarking analyses on key performance indicators, including special studies to implement quality service and operational improvements. Assists in developing departmental performance metrics and strategic financial plans. Assists in developing airport strategic goals and tracking the progress of those goals throughout the fiscal year. Develops pro-formas and forecasting models for future airport capital improvement projects. Reviews capital budgets for conformance with the Capital Improvement Plan, and assists with funding, contract documentation, change orders, and payouts on the capital improvement projects. Oversees grant reporting and project administration requirements by following requirements of approved project grants, submitting documentation and status reports, and communicating with grant administration offices and project managers regarding funding and other issues. Drafts professional service contracts, lease agreements, grant applications, contract amendments, and sole source memos and uploads them to DocuSign for approval. Drafts staff reports, resolutions, and ordinances for various airport projects and coordinates with the City Secretary’s office for City Council’s approval. Assists airport management staff to schedule, coordinate, and prepare exhibits and documents for FAA, city council, and community presentations. Conducts research and analysis, and issues recommendations for special projects at the request of management. Monitors and interprets lease agreements with various vendors/tenants and initiates changes for management and legal review. Calculate CPI adjustments for multiple hangar and land leases with varying schedules and frequencies. Assists with issuing new and renewable tenant leases, reconciles and prepares monthly billing statements, invoices tenants for hangar leases, tie-down, office rentals, recurring charges, and special services. Assist with processing adjustments/credits and refunds of security deposits as appropriate and prepares daily/weekly deposits for all leased sites, hangars, and offices. Manages and coordinates vendor quotes, purchase orders and requisitions in accordance with the city’s financial policies. Generates purchase orders to obtain goods and services from suppliers and verify divisions are using contact pricing. Verifies incoming shipments for quality, quantity, and accuracy, and completes purchasing processes by requesting change orders, inputting invoices into the City’s ERP system, and submitting receiving reports. Updates various airport policies, procedure manuals, and reference materials. Interprets the Airport’s Minimum Standards and Rules and Regulations. Answers related questions and responds to inquiries from tenants and airport users. Updates the FAA Aircraft Data Base, operational and fuel reports, and SAP strategy reports to include various leases and rents, fuel flowage volumes, aircraft operations, and US Customs activity. Provides based aircraft and lease data to Collin County Appraisal District for tax purposes and develops airport-specific ad valorum tax reports for distribution Coordinates information exchange between numerous other airports in the DFW area to help determine industry rates and fee metrics. Maintains and analyzes GIS database and maps. Coordinates with the Webmaster for updates and current departmental information on the airport’s website. Acts as the department’s main point of contact for all IT issues and provides assistance with computer software training within the department. Performs specialized and complex administrative, financial, and purchasing duties for special purpose aeronautical supplies, equipment, and services. Maintains office records and electronic filing systems and coordinates with the City Secretary regarding files and records administration. OTHER JOB FUNCTIONS: Builds queries and pivot tables, utilizing proficient Excel skills. Perform other duties as assigned or directed. KNOWLEDGE, SKILLS, ABILITIES, AND BEHAVIORS Ability to embrace and embody the City’s core values of Respect, Integrity, Service, and Excellence (R.I.S.E.). Excellent analytical and problem-solving skills including the ability to review, classify, categorize, prioritize, and/or analyze data and information. Ability to exercise independent judgement to adopt or modify methods and standards to meet variation in assigned objectives. Intermediate skills in Microsoft Office to include Word, Excel, Power Point, Outlook and Microsoft Operating Systems. High level of integrity and dependability with a strong sense of urgency and results orientation. Exercise sound judgement, decisiveness, and creativity in various situations. Knowledge of purchasing laws and city purchasing policies. Knowledge of maintaining and analyzing GIS database and maps. Skill to analyze/interpret data and information while recognizing interactive effects and relationships. Skill in analyzing business processes and policies and creating recommendations for improvement. Skill in analyzing complex processes and prescribing and formulating remedial policies and programs. Ability to organize, prioritize work, maintain a steady workflow and meet deadlines. Ability to work under time pressures and problem solve. Ability to take the initiative and drive innovation for systematic change and continuous improvement. Ability to communicate and deal effectively with employees, managers, tenants, airport users and others. Ability to communicate clearly, both orally and in writing. Ability to work in a team environment; contribute as a team member and treat co-workers and customers with respect. Ability to build professional relationships with internal staff and external customers. Ability to be flexible and adaptable, especially during times of change. Required Qualifications MINIMUM QUALIFICATIONS Any work related experience resulting in acceptable proficiency levels in the below Minimum Qualifications may be an acceptable substitute. Bachelor’s degree in airport management, business, finance, accounting, public administration, or closely related field and three (3) years of experience. PREFERRED QUALIFICATIONS Master’s degree preferred. Commercial airport or similar experience preferred. ACE or CM certification from American Association of Airport Executives (AAAE) preferred. CONDITIONS OF EMPLOYMENT Must pass a drug screen and background check. Must have Class C Texas Driver’s License Physical Demands/Supplemental PHYSICAL DEMANDS Tasks involve the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (25 pounds). Tasks may involve extended periods of time at a keyboard or workstation. Some tasks require visual and sound perception and discrimination and oral communications ability. WORK ENVIRONMENT Essential functions are regularly performed within an office environment. The above statements describe the general nature and level of work being performed as of the date of preparation and approval. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. The job description does not constitute an employment agreement between the employer and employee, and all requirements are subject to possible modification to reasonably accommodate individuals with disabilities. The City of McKinney is an equal opportunity employer (EOE) committed to an alcohol / drug free workplace and to providing equal opportunities regardless of age, race, color, gender, religion, national origin, marital status, veteran status, disability or any other legally protected status. The City offers a full complement of benefits: Health Insurance Medical, Dental, Vision Insurance Health Savings Account (HSA), Flexible Spending Medical and Childcare Account (FSA) Mental Health Care and Employee Assistance Program (EAP) City-paid and VoluntaryLifeInsurance City-paid and VoluntaryLong Term Disability Insurance Supplemental Insurance through Aflac Additional Benefits Legal Services through Legal Shield Tuition Reimbursement (up to $10,000 per year) Wellness Program (earn up to $600 per year) Retirement Texas Municipal Retirement System (TMRS) Mandatory 7% employee contribution City match 2:1 5 year vesting Retire after 20 years of service, or age 60 with 5 years of service 457(b) Deferred Compensation Plans Paid Time Off (PTO) Paid Vacation (80 hours per year for new hires; tieredincreases after 2 yrs) Sick Leave (135 hours per year for yourself and immediate family) Paid Parental Leave (80 hours for birth, adoption, or placement of a child in foser care) Ten Paid Holidays Personal Day Optional compensatory time for hourly employees Compensatory time for salaried employees For more detailed information, please see the City of McKinney's summary of benefits . Closing Date/Time: 5/6/2024 5:00 PM Central
Orange County Sanitation District, CA
Orange, California, United States
Description What do you value in your next job? At the Orange County Sanitation District our Core Values form the framework of our organization and reinforce our professional work ethic. If the following values ring true with you, we'd love to invite you to explore our career opportunities further. Integrity, Inclusion, Honesty, and Respect We aspire to the highest degree of integrity, inclusion, honesty, and respect in our interaction with each other, our suppliers, our customers, and our community. We strive to demonstrate these values in our actions, commitments, and service. Leadership, Teamwork, and Problem Solving We lead by example, acknowledging the value of our resources and using them wisely to achieve our mission. We strive to reach OC San goals through cooperative efforts and collaboration with each other and our constituencies. We work to solve problems in a creative, cost-effective, and safe manner, and we acknowledge team and individual efforts. Customer Service, Transparency, and Accountability We are committed to acting in a timely, accurate, accessible, and transparent manner through excellent customer service. We are committed to act in the best interest of our internal and external stakeholders. Resiliency, Innovation, and Learning We continuously develop ourselves, enhancing our talents, skills, and abilities. We recognize that only through personal growth and development will we progress as an agency and as individuals. Safety We are committed to providing a safe work environment. We will demonstrate leadership, promote individual accountability, and participate actively in the advancement of our health and safety practices. OC San is currently looking to fill the role of a Senior Information Technology Analyst. Under direction, performs advanced professional-level information technology support duties in the analysis, design, evaluation, development, programming, testing, implementation, documentation, and maintenance of a wide variety of systems and programs for OC San; provides support to departments with complex computer systems and programs and/or enterprise systems; troubleshoots, analyzes, and resolves difficult and complex systems and software problems; serves as a project manager on assigned projects; evaluates and recommends current and third party systems and applications; provides highly technical support, expertise, and training to end users; and performs duties as assigned. This selected individual will be responsible for: Designing and implementing financial reports. Prepare functional design documents for any changes or implementations for supported financial systems. Designing, writing, and updating process documentation for supported financial systems. Suggesting improvements to current processes being performed by Finance Group Work with Finance team to understand and troubleshoot key areas of business including but not limited to In-house Payroll, Procurement, General Ledger Accounts Payable, Revenue. Maintains system configuration for finance supported software. Performs system administration tasks including but not limited to periodic updates, break fix updates, and general upgrades. Performs data quality analysis during financial system implementations, upgrades and enhancements. Provides quantitative and qualitative business process analysis. Qualifications & Requirements The successful candidate will possess: Bachelor's degree from a college or university accredited by the U.S. Department of Education, with major coursework in computer science, information systems, or a related field; AND Four (4) years of work experience in information systems or network programming and analysis. Valid California Class C Driver's License. Any combination of education and experience that provides the required knowledge, skills, and abilities may be qualifying as determined by OC San. Desirables: Experience with EnterpriseOne, Enterprise One, JD Edwards World, JDE World, Enterprise One or One World. Advanced Knowledge and understanding of the Accounting Cycle. Advanced knowledge and understanding of the Payroll Cycle. Experience supporting other areas of Finance - Accounts Payable, Procurement, Revenues. Experience supporting a Financial Budget system. Strong understanding of Application Lifecycle Management (ALM). High level problem-solving and communication skills. Ability to work independently and after-hours as needed. Recruitment & Selection Process Vacancies: 1 (an eligible list may be established for future vacancies) Apply online at: https://www.ocsan.gov/jobs www.ocsan.gov/jobs https://www.ocsan.gov/jobs https://www.ocsan.gov/jobs APPLICATIONS FILING DEADLINE: Monday, May 20, 2024, 5:00 P.M. (or until a sufficient number of qualified applications have been received) Hiring Salary Range: $128,585.60 - $141,710.40 / Year (starting salary will be within this range based upon qualifications) Supplemental Information PHYSICAL DEMANDS Mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and visit various OC San sites; this is primarily a sedentary office classification although standing in work areas and walking between work areas may be required; occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information; ability to lift, carry, push, and pull materials and objects up to 35 pounds. Vision to read printed materials and a computer screen. Hearing and speech to communicate in person and over the telephone. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. ENVIRONMENTAL ELEMENTS Office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. OTHER REQUIREMENTS May be required to work extended hours, including nights, weekends, and holidays when necessary. Probationary Period: All OC San employees, except classifications considered "at-will", are subject to the probationary period provisions as specified in the applicable Memorandum of Understanding, policies, and/or resolutions. Employees who have not yet successfully completed their initial probationary period serve "at-will" and may be released from employment without cause or recourse to any appeal or grievance procedures. Pre-Employment: All employment offers are contingent upon successful completion of OC San's pre-employment process, which includes a background investigation, a physical examination, and a drug screen. Work Location Assignment: Employees will be assigned to a work location based on business needs which may be located at any/all of OC San locations; this work location may be changed at any time. DISASTER SERVICE WORKERS All OC San employees are designated Disaster Service Workers through state law (California Government Code Section 3100-3109). Employment with the OC San requires the affirmation of a loyalty oath to this effect. Employees are required to complete all related training as assigned, and to return to work as ordered in the event of an emergency. OTHER INFORMATION For the full range of duties, responsibilities, and essential job functions please review the Classification Specification for this position found on https://www.ocsd.com/about-us/jobs/class-compensation our website. Applicants must clearly demonstrate, through their application materials, that they meet the minimum requirements as outlined in the job announcement and class specification to receive further consideration. However, meeting the minimum requirements does not guarantee an interview. All properly completed applications will be reviewed, and the most appropriately qualified individuals will be invited to continue in the selection process. False statements may be cause for disqualification, removal from the eligible list, or discharge from employment. All statements made on applications are subject to investigation and verification. To ensure your application is accurate and complete, please review the https://www.ocsd.com/Home/ShowDocument?id=26514 Job Application Guide. Employment is contingent upon successful completion of OC San's pre-employment process, which includes a background investigation and a physical examination. For some positions, this may include a drug screen. False statements may be cause for disqualification, removal from the eligible list, or discharge from employment. All statements made on applications are subject to investigation and verification. Reference Checks will be conducted by OC San to verify employment related information for all potential employees once a contingent job offer is made during the background investigation process. This is done to ensure that individuals who join OC San are well qualified and have a strong potential to be successful in their employment. The extent of the inquiry will depend on the position being applied for, but will at least include: Verification/Reference from current and past employers Confirmation of necessary licenses, certificates, and degrees. Please have all necessary documentation ready. Additional inquiries may be necessary depending on the position for which you are applying. Human Resources will also schedule a post-offer physical examination once a job offer has been made. OC San only accepts applications submitted via our online application system. Applications submitted via mail, fax or email will not be accepted. The provisions of this announcement do not constitute an expressed or implied contract. Any provision contained in this announcement may be modified or revoked without notice. Ten working days paid vacation after one year of service; eleven paid holidays and one floating holiday; sick leave; group life insurance; group disability insurance; group health insurance, dependent coverage available, including medical, dental, and vision, employee contribution is required; a retirement plan (Orange County Employees Retirement System) and the option of participating in a deferred compensation plan as well as other optional benefits. A credit union is available. Benefits are subject to the Board of Directors' periodic determination (usually annually) and the meet and confer process, and are therefore subject to change. The District makes a generous contribution toward the cost of these benefits. 01 PLEASE READ. The information provided on the Supplemental Questions will be used in conjunction with your job application to determine whether you meet the qualification requirements. Failure to provide detailed and complete information may result in your application being rejected. Do not submit a resume in place of completing these Supplemental Questions. Education obtained outside the United States must be comparable to education earned at an accredited school in the United States. We reserve the right to request further information about your academic program, evidence of comparability, or an original transcript. Any information you submit may be verified. When applying for this position, I understand that I must thoroughly complete the Education and Work Experience sections of my application and the Supplemental Questions. This includes a detailed description of each position that I feel qualifies me for the job I am seeking. I have read the above statement and understand that failure to provide sufficient detailed information may result in my application being rejected. I also understand that I may not submit a resume in lieu of filling out the job application or answering the Supplemental Questions. However, I may attach a resume to the application to provide additional information. Yes, I understand. 02 Which of the following best describes the highest level of education you have completed? High school diploma, GED, or equivalent Some College Associate's Degree Bachelor's Degree Master's Degree 03 Please describe how your combination of education and experience provide the knowledge and skills required for this position. 04 Which of the following best describes your years of experience in information systems or network programming and analysis? No experience Less than 1 year experience 1 - 3 years experience 4 - 5 years experience 6 or more years experience 05 Have you ever administered JD Edwards or any other large ERP system? Yes No 06 If you answered Yes to the previous question, please describe your experience administering JD Edwards or other large ERP system. If you answered No, input N/A. 07 Have you supported an in-house Payroll process? Yes No 08 If you answered Yes to the previous question, please describe what Payroll system you supported and for how long. If you answered No, input N/A. 09 Have you provided IT systems support to a Finance Department? Yes No 10 If you answered Yes to the previous question, list the Finance areas you supported. If you answered No, input N/A. 11 Have you managed or been a part of a large (finance) software implementation project? Yes No 12 If you answered Yes to the previous question, briefly describe the software implementation project you managed or were part of. If you answered No, input N/A. 13 Describe your experience with handling multiple IT projects. Include in your response the number and types of projects. 14 What is your level of knowledge and understanding of the Accounting Cycle? No experience Beginner Intermediate Advance 15 What is your level of understanding of Application Lifecycle Management (ALM)? No experience Beginner Intermediate Advance 16 Do you possess, or have the ability to obtain, a valid California Driver's License by the time of appointment? Yes No 17 All OC San employees are designated Disaster Service Workers through state law (California Government Code Section 3100-3109). Employment with the OC San requires the affirmation of a loyalty oath to this effect. Employees are required to complete all related training as assigned, and to return to work as ordered in the event of an emergency. Click on the radio button below to acknowledge you understand these requirements. Yes, I understand. Required Question Closing Date/Time: 5/20/2024 5:00 PM Pacific
Apr 23, 2024
Full Time
Description What do you value in your next job? At the Orange County Sanitation District our Core Values form the framework of our organization and reinforce our professional work ethic. If the following values ring true with you, we'd love to invite you to explore our career opportunities further. Integrity, Inclusion, Honesty, and Respect We aspire to the highest degree of integrity, inclusion, honesty, and respect in our interaction with each other, our suppliers, our customers, and our community. We strive to demonstrate these values in our actions, commitments, and service. Leadership, Teamwork, and Problem Solving We lead by example, acknowledging the value of our resources and using them wisely to achieve our mission. We strive to reach OC San goals through cooperative efforts and collaboration with each other and our constituencies. We work to solve problems in a creative, cost-effective, and safe manner, and we acknowledge team and individual efforts. Customer Service, Transparency, and Accountability We are committed to acting in a timely, accurate, accessible, and transparent manner through excellent customer service. We are committed to act in the best interest of our internal and external stakeholders. Resiliency, Innovation, and Learning We continuously develop ourselves, enhancing our talents, skills, and abilities. We recognize that only through personal growth and development will we progress as an agency and as individuals. Safety We are committed to providing a safe work environment. We will demonstrate leadership, promote individual accountability, and participate actively in the advancement of our health and safety practices. OC San is currently looking to fill the role of a Senior Information Technology Analyst. Under direction, performs advanced professional-level information technology support duties in the analysis, design, evaluation, development, programming, testing, implementation, documentation, and maintenance of a wide variety of systems and programs for OC San; provides support to departments with complex computer systems and programs and/or enterprise systems; troubleshoots, analyzes, and resolves difficult and complex systems and software problems; serves as a project manager on assigned projects; evaluates and recommends current and third party systems and applications; provides highly technical support, expertise, and training to end users; and performs duties as assigned. This selected individual will be responsible for: Designing and implementing financial reports. Prepare functional design documents for any changes or implementations for supported financial systems. Designing, writing, and updating process documentation for supported financial systems. Suggesting improvements to current processes being performed by Finance Group Work with Finance team to understand and troubleshoot key areas of business including but not limited to In-house Payroll, Procurement, General Ledger Accounts Payable, Revenue. Maintains system configuration for finance supported software. Performs system administration tasks including but not limited to periodic updates, break fix updates, and general upgrades. Performs data quality analysis during financial system implementations, upgrades and enhancements. Provides quantitative and qualitative business process analysis. Qualifications & Requirements The successful candidate will possess: Bachelor's degree from a college or university accredited by the U.S. Department of Education, with major coursework in computer science, information systems, or a related field; AND Four (4) years of work experience in information systems or network programming and analysis. Valid California Class C Driver's License. Any combination of education and experience that provides the required knowledge, skills, and abilities may be qualifying as determined by OC San. Desirables: Experience with EnterpriseOne, Enterprise One, JD Edwards World, JDE World, Enterprise One or One World. Advanced Knowledge and understanding of the Accounting Cycle. Advanced knowledge and understanding of the Payroll Cycle. Experience supporting other areas of Finance - Accounts Payable, Procurement, Revenues. Experience supporting a Financial Budget system. Strong understanding of Application Lifecycle Management (ALM). High level problem-solving and communication skills. Ability to work independently and after-hours as needed. Recruitment & Selection Process Vacancies: 1 (an eligible list may be established for future vacancies) Apply online at: https://www.ocsan.gov/jobs www.ocsan.gov/jobs https://www.ocsan.gov/jobs https://www.ocsan.gov/jobs APPLICATIONS FILING DEADLINE: Monday, May 20, 2024, 5:00 P.M. (or until a sufficient number of qualified applications have been received) Hiring Salary Range: $128,585.60 - $141,710.40 / Year (starting salary will be within this range based upon qualifications) Supplemental Information PHYSICAL DEMANDS Mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and visit various OC San sites; this is primarily a sedentary office classification although standing in work areas and walking between work areas may be required; occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information; ability to lift, carry, push, and pull materials and objects up to 35 pounds. Vision to read printed materials and a computer screen. Hearing and speech to communicate in person and over the telephone. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. ENVIRONMENTAL ELEMENTS Office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. OTHER REQUIREMENTS May be required to work extended hours, including nights, weekends, and holidays when necessary. Probationary Period: All OC San employees, except classifications considered "at-will", are subject to the probationary period provisions as specified in the applicable Memorandum of Understanding, policies, and/or resolutions. Employees who have not yet successfully completed their initial probationary period serve "at-will" and may be released from employment without cause or recourse to any appeal or grievance procedures. Pre-Employment: All employment offers are contingent upon successful completion of OC San's pre-employment process, which includes a background investigation, a physical examination, and a drug screen. Work Location Assignment: Employees will be assigned to a work location based on business needs which may be located at any/all of OC San locations; this work location may be changed at any time. DISASTER SERVICE WORKERS All OC San employees are designated Disaster Service Workers through state law (California Government Code Section 3100-3109). Employment with the OC San requires the affirmation of a loyalty oath to this effect. Employees are required to complete all related training as assigned, and to return to work as ordered in the event of an emergency. OTHER INFORMATION For the full range of duties, responsibilities, and essential job functions please review the Classification Specification for this position found on https://www.ocsd.com/about-us/jobs/class-compensation our website. Applicants must clearly demonstrate, through their application materials, that they meet the minimum requirements as outlined in the job announcement and class specification to receive further consideration. However, meeting the minimum requirements does not guarantee an interview. All properly completed applications will be reviewed, and the most appropriately qualified individuals will be invited to continue in the selection process. False statements may be cause for disqualification, removal from the eligible list, or discharge from employment. All statements made on applications are subject to investigation and verification. To ensure your application is accurate and complete, please review the https://www.ocsd.com/Home/ShowDocument?id=26514 Job Application Guide. Employment is contingent upon successful completion of OC San's pre-employment process, which includes a background investigation and a physical examination. For some positions, this may include a drug screen. False statements may be cause for disqualification, removal from the eligible list, or discharge from employment. All statements made on applications are subject to investigation and verification. Reference Checks will be conducted by OC San to verify employment related information for all potential employees once a contingent job offer is made during the background investigation process. This is done to ensure that individuals who join OC San are well qualified and have a strong potential to be successful in their employment. The extent of the inquiry will depend on the position being applied for, but will at least include: Verification/Reference from current and past employers Confirmation of necessary licenses, certificates, and degrees. Please have all necessary documentation ready. Additional inquiries may be necessary depending on the position for which you are applying. Human Resources will also schedule a post-offer physical examination once a job offer has been made. OC San only accepts applications submitted via our online application system. Applications submitted via mail, fax or email will not be accepted. The provisions of this announcement do not constitute an expressed or implied contract. Any provision contained in this announcement may be modified or revoked without notice. Ten working days paid vacation after one year of service; eleven paid holidays and one floating holiday; sick leave; group life insurance; group disability insurance; group health insurance, dependent coverage available, including medical, dental, and vision, employee contribution is required; a retirement plan (Orange County Employees Retirement System) and the option of participating in a deferred compensation plan as well as other optional benefits. A credit union is available. Benefits are subject to the Board of Directors' periodic determination (usually annually) and the meet and confer process, and are therefore subject to change. The District makes a generous contribution toward the cost of these benefits. 01 PLEASE READ. The information provided on the Supplemental Questions will be used in conjunction with your job application to determine whether you meet the qualification requirements. Failure to provide detailed and complete information may result in your application being rejected. Do not submit a resume in place of completing these Supplemental Questions. Education obtained outside the United States must be comparable to education earned at an accredited school in the United States. We reserve the right to request further information about your academic program, evidence of comparability, or an original transcript. Any information you submit may be verified. When applying for this position, I understand that I must thoroughly complete the Education and Work Experience sections of my application and the Supplemental Questions. This includes a detailed description of each position that I feel qualifies me for the job I am seeking. I have read the above statement and understand that failure to provide sufficient detailed information may result in my application being rejected. I also understand that I may not submit a resume in lieu of filling out the job application or answering the Supplemental Questions. However, I may attach a resume to the application to provide additional information. Yes, I understand. 02 Which of the following best describes the highest level of education you have completed? High school diploma, GED, or equivalent Some College Associate's Degree Bachelor's Degree Master's Degree 03 Please describe how your combination of education and experience provide the knowledge and skills required for this position. 04 Which of the following best describes your years of experience in information systems or network programming and analysis? No experience Less than 1 year experience 1 - 3 years experience 4 - 5 years experience 6 or more years experience 05 Have you ever administered JD Edwards or any other large ERP system? Yes No 06 If you answered Yes to the previous question, please describe your experience administering JD Edwards or other large ERP system. If you answered No, input N/A. 07 Have you supported an in-house Payroll process? Yes No 08 If you answered Yes to the previous question, please describe what Payroll system you supported and for how long. If you answered No, input N/A. 09 Have you provided IT systems support to a Finance Department? Yes No 10 If you answered Yes to the previous question, list the Finance areas you supported. If you answered No, input N/A. 11 Have you managed or been a part of a large (finance) software implementation project? Yes No 12 If you answered Yes to the previous question, briefly describe the software implementation project you managed or were part of. If you answered No, input N/A. 13 Describe your experience with handling multiple IT projects. Include in your response the number and types of projects. 14 What is your level of knowledge and understanding of the Accounting Cycle? No experience Beginner Intermediate Advance 15 What is your level of understanding of Application Lifecycle Management (ALM)? No experience Beginner Intermediate Advance 16 Do you possess, or have the ability to obtain, a valid California Driver's License by the time of appointment? Yes No 17 All OC San employees are designated Disaster Service Workers through state law (California Government Code Section 3100-3109). Employment with the OC San requires the affirmation of a loyalty oath to this effect. Employees are required to complete all related training as assigned, and to return to work as ordered in the event of an emergency. Click on the radio button below to acknowledge you understand these requirements. Yes, I understand. Required Question Closing Date/Time: 5/20/2024 5:00 PM Pacific
Summary Minimum Starting Salary $50,611.80 Depending on Qualifications WHY WORK FOR WACO: Meaningful and challenging work Make a difference and improve communities. Competitive Salary and Benefits Full Range of Benefits, including Health, Dental, Vision, Disability, and Life Insurance Mandatory TMRS Retirement Plan with a 2:1 City Match Education Assistance Program Paid Parental Leave Employee Assistance Longevity Pay And more! Chance to do work you are passionate aboutJob SecurityDesire to give back The City of Waco seeks: A detail-oriented, tech-savvy finance analyst who is self-motivated and a team player. If you are organized, can adapt to changing circumstances, and are resourceful, we want you to join our team as a Senior Finance Analyst. Apply now! MINIMUM QUALIFICATIONS : Required : Bachelor's degree in Finance, Accounting, Business Administration or related field Two years of experience in government business operations Or an equivalent combination of education and experience An equivalent could be: No degree and ten years of experience, Associates and six years of experience, Masters degree Preferred : Accounting and budgeting experience Position Overview: Under basic supervision, oversees software support within the department, performs a wide variety of accounting and technical review and financial analysis functions and maintains the integrity of the City accounting system for the Parks and Recreation Department; assists with financial reporting in compliance with state and federal regulations. Primary Duties Essential Functions Performs a wide range of accounting, technical review, and analysis functions; reviews and approves technical documents and posts accounting journal entries; performs duties within scope of authority and training; duties may vary according to the job assignment. Monitors internal spending controls by creating procedures to provide tracking measures for cash handling policy compliance at the golf course, three community centers, Athletics, Waco Mammoth National Monument and Administration Office. Reviews financial and technical transactions processed by Parks & Recreation staff including accounts payable & receivable, purchasing and revenue. Supports department software inquiries and maintains online rental and activity portal. Participates in the development and administering of the annual fiscal budget by organizing, interpreting, and applying governmental accounting and budget principles, determining available funds and properly classifying expenses, developing and utilizing spreadsheet applications for use in budget tracking process and by drafting budget amendments and budget adjustments. Reviews and reconciles accounting transactions; reviews financial and accounting records, assures fun integrity, corrects errors and resolves accounting issues according to City policies Monitors accounting documents for accuracy, completeness, and compliance with federal, state, and City policies and practices Assists Parks and Recreation staff and explains accounting rules, policies and procedures; researches financial and technical issues and resolves problems within the scope of authority Updates and maintains various accounting systems; develops specialized financial spreadsheets as needed. Collects and evaluates financial, technical and administration information and compiles data for reports. Updates and maintains financial reports and related documents. Researches accounting issues and evaluates and analyzes financial data and trends; reviews and evaluates records and technical documents for accuracy and compliance to policies. Assist with development and preparation of financial reports. Prepares status reports and effectively communicates financial issues. Will be required to respond afterhours, including holidays and weekends, in the event of a departmental or City-wide emergency. Provides technical guidance assistance and training to Parks and Recreation staff on purchasing and financial policies, reviews financial transactions for accuracy and completeness and corrects entries within scope of authority. The City of Waco offers a complete benefits package for eligible employees including; health, dental, vision, Employee Assistance Program (EAP), Flexible Spending Accounts, life insurance, long term and short term disability, retirement, deferred compensation plans, holidays, vacation, sick leave, credit union and savings bonds. To learn more about the benefits offered, visit our Benefits page . Closing Date/Time: 5/10/2024 11:59 PM Central
Apr 27, 2024
Full Time
Summary Minimum Starting Salary $50,611.80 Depending on Qualifications WHY WORK FOR WACO: Meaningful and challenging work Make a difference and improve communities. Competitive Salary and Benefits Full Range of Benefits, including Health, Dental, Vision, Disability, and Life Insurance Mandatory TMRS Retirement Plan with a 2:1 City Match Education Assistance Program Paid Parental Leave Employee Assistance Longevity Pay And more! Chance to do work you are passionate aboutJob SecurityDesire to give back The City of Waco seeks: A detail-oriented, tech-savvy finance analyst who is self-motivated and a team player. If you are organized, can adapt to changing circumstances, and are resourceful, we want you to join our team as a Senior Finance Analyst. Apply now! MINIMUM QUALIFICATIONS : Required : Bachelor's degree in Finance, Accounting, Business Administration or related field Two years of experience in government business operations Or an equivalent combination of education and experience An equivalent could be: No degree and ten years of experience, Associates and six years of experience, Masters degree Preferred : Accounting and budgeting experience Position Overview: Under basic supervision, oversees software support within the department, performs a wide variety of accounting and technical review and financial analysis functions and maintains the integrity of the City accounting system for the Parks and Recreation Department; assists with financial reporting in compliance with state and federal regulations. Primary Duties Essential Functions Performs a wide range of accounting, technical review, and analysis functions; reviews and approves technical documents and posts accounting journal entries; performs duties within scope of authority and training; duties may vary according to the job assignment. Monitors internal spending controls by creating procedures to provide tracking measures for cash handling policy compliance at the golf course, three community centers, Athletics, Waco Mammoth National Monument and Administration Office. Reviews financial and technical transactions processed by Parks & Recreation staff including accounts payable & receivable, purchasing and revenue. Supports department software inquiries and maintains online rental and activity portal. Participates in the development and administering of the annual fiscal budget by organizing, interpreting, and applying governmental accounting and budget principles, determining available funds and properly classifying expenses, developing and utilizing spreadsheet applications for use in budget tracking process and by drafting budget amendments and budget adjustments. Reviews and reconciles accounting transactions; reviews financial and accounting records, assures fun integrity, corrects errors and resolves accounting issues according to City policies Monitors accounting documents for accuracy, completeness, and compliance with federal, state, and City policies and practices Assists Parks and Recreation staff and explains accounting rules, policies and procedures; researches financial and technical issues and resolves problems within the scope of authority Updates and maintains various accounting systems; develops specialized financial spreadsheets as needed. Collects and evaluates financial, technical and administration information and compiles data for reports. Updates and maintains financial reports and related documents. Researches accounting issues and evaluates and analyzes financial data and trends; reviews and evaluates records and technical documents for accuracy and compliance to policies. Assist with development and preparation of financial reports. Prepares status reports and effectively communicates financial issues. Will be required to respond afterhours, including holidays and weekends, in the event of a departmental or City-wide emergency. Provides technical guidance assistance and training to Parks and Recreation staff on purchasing and financial policies, reviews financial transactions for accuracy and completeness and corrects entries within scope of authority. The City of Waco offers a complete benefits package for eligible employees including; health, dental, vision, Employee Assistance Program (EAP), Flexible Spending Accounts, life insurance, long term and short term disability, retirement, deferred compensation plans, holidays, vacation, sick leave, credit union and savings bonds. To learn more about the benefits offered, visit our Benefits page . Closing Date/Time: 5/10/2024 11:59 PM Central
CITY OF ATLANTA, GA
Atlanta, Georgia, United States
Posting Expires: April 29, 2024 Salary Range: $50,900-$67,800 General Description and Classification Standards Performs complex forecasting, budgeting, and analysis functions of the Office of Revenue. Primary responsibilities include the budget development, management, and compilation of monthly financial reports and to prepare, analyze, and communicate month end results for review and/or decision making by Senior Management. Acts as primary resource to Senior Management. Works on issues of diverse scope where analysis of data requires evaluation of an array of factors. Supervision Received Works under general supervision. May work independently with responsibility for assigned function(s) or program(s) . Leadership This person will not directly supervise employees. Essential Duties & Responsibilities These are typical responsibilities for this position and should not be construed as exclusive or all inclusive. May perform other duties as assigned. Regularly monitor actual revenue performance against forecasted figures, identify variances, and adjust forecasts as necessary. Continuously evaluate the accuracy of forecasting models and refine them over time. Performs city and state legislative analysis to determine fiscal impact to City. Prepares and presents specified data to various stakeholders including government officials, department heads, finance committees, and the public. Routinely perform ad hoc analysis and lead special projects. Will work closely with budget analysts and government officials to provide accurate revenue projections that inform budget decisions. Stay updated on relevant laws, regulations, and accounting standards that govern municipal finance to ensure compliance in forecasting and reporting practices. Financial Reporting Assist with the preparation of monthly, quarterly, annual, and multi-year forecasts and budgets. Ensure integrity of data produced in financial model and financial systems and ensures accurate compilation, analysis, and reporting of financial data and revenue. Use statistical models, economic theories, and forecasting techniques, to develop revenue projections for different revenue sources such as property taxes, sales taxes, fees, and other sources of income. Planning and Analysis Write data-backed reports to support the management team in making strategic business decisions. Analyze financial data and create financial analysis models to support leadership decision-making. Perform financial forecasting, reporting, and other operational metrics. Build financial models to simulate different revenue scenarios based on factors like changes in tax rates, economic conditions, population growth, and policy changes. Identify potential risks and uncertainties that could impact revenue streams, such as changes in federal or state funding, economic downturns, or shifts in consumer behavior. Collaborate with other departments such as economic development, planning, and public works to understand how various factors impact revenue streams and incorporate this knowledge into your forecasting models. Knowledge, Skills & Abilities This is a partial listing of necessary knowledge, skills, and abilities required to perform the job successfully. It is not an exhaustive list. The preferred candidate will demonstrate the ability to focus on attention to detail. Familiarity with a variety of financial reporting, budgeting, and forecasting applications or models. Ability to quickly sift through various inputs and arrive at a logical, executable conclusion. Must be comfortable presenting to executive management on a regular basis. Passion for improvement. Strong analytical, problem solving, and decision making. Strong reporting and organizational skills. Strong time management skills. Self-motivated, pro-active, and positive attitude. Ability to process numbers quickly and accurately. Excellent written and verbal communication skills. Ability to work independently and manage multiple tasks. Ability to prioritize tasks, knowing what is important both in short term and long-term deadlines. Minimum Qualifications Bachelor's degree in Accounting, Economics, Finance, Business Administration, or related field; 5-10 years of specific financial forecasting, analysis, and budget development professional experience. Demonstrated and progressive career history in financial or budget related roles. Highly Proficient in MS Office, specifically Excel and PowerPoint. Highly developed presentation skills. Preferred Education & Experience Master's degree in Accounting, Economics, Finance, Business Administration, or related field preferred but not required; Municipal finance and government experience preferred but not required. Oracle experience highly preferred but not required. Closing Date/Time: 2024-06-03
May 03, 2024
Full Time
Posting Expires: April 29, 2024 Salary Range: $50,900-$67,800 General Description and Classification Standards Performs complex forecasting, budgeting, and analysis functions of the Office of Revenue. Primary responsibilities include the budget development, management, and compilation of monthly financial reports and to prepare, analyze, and communicate month end results for review and/or decision making by Senior Management. Acts as primary resource to Senior Management. Works on issues of diverse scope where analysis of data requires evaluation of an array of factors. Supervision Received Works under general supervision. May work independently with responsibility for assigned function(s) or program(s) . Leadership This person will not directly supervise employees. Essential Duties & Responsibilities These are typical responsibilities for this position and should not be construed as exclusive or all inclusive. May perform other duties as assigned. Regularly monitor actual revenue performance against forecasted figures, identify variances, and adjust forecasts as necessary. Continuously evaluate the accuracy of forecasting models and refine them over time. Performs city and state legislative analysis to determine fiscal impact to City. Prepares and presents specified data to various stakeholders including government officials, department heads, finance committees, and the public. Routinely perform ad hoc analysis and lead special projects. Will work closely with budget analysts and government officials to provide accurate revenue projections that inform budget decisions. Stay updated on relevant laws, regulations, and accounting standards that govern municipal finance to ensure compliance in forecasting and reporting practices. Financial Reporting Assist with the preparation of monthly, quarterly, annual, and multi-year forecasts and budgets. Ensure integrity of data produced in financial model and financial systems and ensures accurate compilation, analysis, and reporting of financial data and revenue. Use statistical models, economic theories, and forecasting techniques, to develop revenue projections for different revenue sources such as property taxes, sales taxes, fees, and other sources of income. Planning and Analysis Write data-backed reports to support the management team in making strategic business decisions. Analyze financial data and create financial analysis models to support leadership decision-making. Perform financial forecasting, reporting, and other operational metrics. Build financial models to simulate different revenue scenarios based on factors like changes in tax rates, economic conditions, population growth, and policy changes. Identify potential risks and uncertainties that could impact revenue streams, such as changes in federal or state funding, economic downturns, or shifts in consumer behavior. Collaborate with other departments such as economic development, planning, and public works to understand how various factors impact revenue streams and incorporate this knowledge into your forecasting models. Knowledge, Skills & Abilities This is a partial listing of necessary knowledge, skills, and abilities required to perform the job successfully. It is not an exhaustive list. The preferred candidate will demonstrate the ability to focus on attention to detail. Familiarity with a variety of financial reporting, budgeting, and forecasting applications or models. Ability to quickly sift through various inputs and arrive at a logical, executable conclusion. Must be comfortable presenting to executive management on a regular basis. Passion for improvement. Strong analytical, problem solving, and decision making. Strong reporting and organizational skills. Strong time management skills. Self-motivated, pro-active, and positive attitude. Ability to process numbers quickly and accurately. Excellent written and verbal communication skills. Ability to work independently and manage multiple tasks. Ability to prioritize tasks, knowing what is important both in short term and long-term deadlines. Minimum Qualifications Bachelor's degree in Accounting, Economics, Finance, Business Administration, or related field; 5-10 years of specific financial forecasting, analysis, and budget development professional experience. Demonstrated and progressive career history in financial or budget related roles. Highly Proficient in MS Office, specifically Excel and PowerPoint. Highly developed presentation skills. Preferred Education & Experience Master's degree in Accounting, Economics, Finance, Business Administration, or related field preferred but not required; Municipal finance and government experience preferred but not required. Oracle experience highly preferred but not required. Closing Date/Time: 2024-06-03
Cal State University (CSU) Fullerton
800 N State College Blvd, Fullerton, CA 92831, USA
Job Title Event Planner Classification Administrative Analyst/Specialist-Exempt I AutoReqId 539264 Department University Outreach Sub-Division Student Transitions Salary Range Classification Range $4,379 - $7,922 per month (Hiring range depending on qualifications, not anticipated to exceed $4,379 - $5,265 per month) Appointment Type Ongoing Time Base Full Time Work Schedule Monday - Friday, 8:00 AM - 5:00 PM; Occasional early morning, evening and/or weekend hours. About CSUF Standing on 241 acres in the heart of Southern California, the University was founded in 1957 and has grown into a population of over 40,000 students. As Titans, we believe that diverse perspectives deepen our understanding. We are committed to giving students the support they need to graduate, while responding to California’s revolving work force needs. At Cal State Fullerton we strive for continual improvement of students, staff, faculty, and administrators through orientations, training programs, and professional development opportunities. As part of the Titan Community, you have access to many campus facilities and services including but not limited to the Grand Central Art Center in Santa Ana, the Arboretum and Botanical Garden at Cal State Fullerton, cultural events and performances in the Clayes Performing Arts Center, Cal State Fullerton Athletics sports events, Titan Recreation Center, and the Employee Wellness Program. Job Summary It is an exciting time to join Cal State Fullerton as we are an in demand comprehensive University that is driven to shape the future of education and foster a vibrant community of diverse students, faculty, staff, and administrators who uphold values of inclusive excellence, free speech, and an environment free from discrimination. We are continuously seeking individuals from various career disciplines that share the University’s mission and core values. We warmly welcome you to consider joining the Titan Community where minds expand and opportunities flourish. About the Position: University Outreach serves prospective and incoming students, and any other interested parties in the information seeking and application process, as it relates to the California State University system and Cal State Fullerton specifically. Our office provides campus tours, informational workshops, new and transfer student orientations and general information. We seek an exceptional individual to join our team as the Event Planner (Administrative Analyst/Specialist-Exempt I). The ideal candidate in this role should have a positive attitude and an active, energetic mind characterized by highly ethical practices and a commitment to diversity, openness, flexibility, integrity, and kindness. Under the direction of the Director of Outreach, Recruitment, and Orientation, the event coordinator organizes and executes all aspects of university-wide, department events to serve prospective and in-coming students and families, and community and campus partners. In coordination with the marketing and communication analyst, the event specialist plans and implements marketing and promotional initiatives to engage prospective and in-coming students and visitors and encourage event attendance. Leads and develops effective strategies to engage and serve both students and campus guests. Supports publicity and promotional plans through interactions with on and off campus vendors. Creates event budgets for approval and monitors expenses and revenue against approved budgets. Provides cost control oversight within established budget parameters. Creates and implements timelines for program planning and event execution to assure quality and maximize event attendance. Develops and implements concrete problem-solving activities to maximize success in program execution. Other duties as assigned. Essential Qualifications Bachelor’s degree from an accredited four-year college or university and/or the equivalent training and administrative work experience involving the study, analysis, evaluation, development or improvement of administrative policies, procedures, practices, or programs plus two years of related experience. Working knowledge of and the ability to apply standard theories, principles, practices, and techniques applicable to the program or administrative specialty to develop conclusions and make recommendations. Thorough knowledge of policies, procedures, and outside regulations pertaining to the applicable program or administrative specialty. Working knowledge of operational and fiscal analysis and techniques. Ability to take initiative and plan, organize, coordinate, and perform work in various situations where numerous and diverse demands are involved. Skilled in research, development, and evaluation of policies and programs. Ability to collect, evaluate, and interpret data to develop sound conclusions and make appropriate recommendations. Expertise investigating and analyzing problems with broad administrative impact and implications. Ability to anticipate problems and address them proactively. Demonstrated ability to effectively interpret, organize, and present information and ideas in written or presentation form. Ability to train others on new skills and procedures and provide lead work direction. A background check (including a criminal records check) must be completed satisfactorily and is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to complete the background check satisfactorily may affect the continued employment of a current CSU employee who was conditionally offered the position. Preferred Qualifications Must possess strong communication skills, organizational skills, negotiation skills, strong budgeting experience, and have a track record of success in operational role in a fast paced, high volume service environment. Must be able to pivot quickly, operate calmly in high stress situations, and possess very high-level customer service skills. Must be able to manage people, solve problems, and coordinate activities where direct supervision Is shared. Demonstrated ability to work with diverse constituents. Ability to function effectively as part of a high-performance team. Must have strong proficiency in Office software, particularly Word, Excel, Outlook, and Access. Must have a thorough mastery of English grammar, punctuation, and spelling. Working knowledge of broad array of student service programs and university initiatives. Ability to complete work assignments while handling multiple expectations. Ability to produce very visible programs with political sensitivity. Ability to work with constant interruptions in a somewhat noisy environment and high stress level. License/Certifications A Valid California Driver’s License. Special Working Conditions Notice of Non-Discrimination on the Basis of Gender or Sex and Contact Information for Title IX Coordinator Additional Information California State University, Fullerton celebrates all forms of diversity and is deeply committed to fostering an inclusive environment where students, staff, administrators, and faculty thrive. Individuals interested in advancing the University’s strategic diversity goals are strongly encouraged to apply. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose. As of January 1, 2022, the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. The person holding this position is considered a limited mandated reporter under the California Child Abuse and Neglect Reporting Act and must comply with the requirement outlined in CSU Executive Order 1083, revised July 21, 2017. This position is designated as a Campus Security Authority (CSA) position under the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. CSAs are responsible for reporting allegations of Clery Act Crimes reported to them or that they witness. CSA training is required. Multiple positions may be hired from this recruitment based on the strength of the applicant pool. If you are applying for a staff position, please note that you are not eligible to work concurrently in a staff position and an Academic Student position such as a Graduate Assistant, Teaching Associate, Instructional Student Assistant, or Student Assistant position. Regular attendance is considered an essential job function; the inability to meet attendance requirements may preclude the employee from retaining employment. Employee/applicant who applies for a position may be required to successfully complete job-related performance test(s) as part of the selection process. Online application/resume must be received by electronic submission on the final filing date by 9:00 PM (Pacific Standard Time)/midnight (Eastern Standard Time). Applicants who fail to complete all sections of the online application form will be disqualified from consideration. California State University, Fullerton is not a sponsoring agency for staff or management positions (i.e., H1-B Visas). Hiring Preference On-Campus CSUEU Employees Advertised: May 02 2024 Pacific Daylight Time Applications close: May 16 2024 Pacific Daylight Time Closing Date/Time:
May 03, 2024
Job Title Event Planner Classification Administrative Analyst/Specialist-Exempt I AutoReqId 539264 Department University Outreach Sub-Division Student Transitions Salary Range Classification Range $4,379 - $7,922 per month (Hiring range depending on qualifications, not anticipated to exceed $4,379 - $5,265 per month) Appointment Type Ongoing Time Base Full Time Work Schedule Monday - Friday, 8:00 AM - 5:00 PM; Occasional early morning, evening and/or weekend hours. About CSUF Standing on 241 acres in the heart of Southern California, the University was founded in 1957 and has grown into a population of over 40,000 students. As Titans, we believe that diverse perspectives deepen our understanding. We are committed to giving students the support they need to graduate, while responding to California’s revolving work force needs. At Cal State Fullerton we strive for continual improvement of students, staff, faculty, and administrators through orientations, training programs, and professional development opportunities. As part of the Titan Community, you have access to many campus facilities and services including but not limited to the Grand Central Art Center in Santa Ana, the Arboretum and Botanical Garden at Cal State Fullerton, cultural events and performances in the Clayes Performing Arts Center, Cal State Fullerton Athletics sports events, Titan Recreation Center, and the Employee Wellness Program. Job Summary It is an exciting time to join Cal State Fullerton as we are an in demand comprehensive University that is driven to shape the future of education and foster a vibrant community of diverse students, faculty, staff, and administrators who uphold values of inclusive excellence, free speech, and an environment free from discrimination. We are continuously seeking individuals from various career disciplines that share the University’s mission and core values. We warmly welcome you to consider joining the Titan Community where minds expand and opportunities flourish. About the Position: University Outreach serves prospective and incoming students, and any other interested parties in the information seeking and application process, as it relates to the California State University system and Cal State Fullerton specifically. Our office provides campus tours, informational workshops, new and transfer student orientations and general information. We seek an exceptional individual to join our team as the Event Planner (Administrative Analyst/Specialist-Exempt I). The ideal candidate in this role should have a positive attitude and an active, energetic mind characterized by highly ethical practices and a commitment to diversity, openness, flexibility, integrity, and kindness. Under the direction of the Director of Outreach, Recruitment, and Orientation, the event coordinator organizes and executes all aspects of university-wide, department events to serve prospective and in-coming students and families, and community and campus partners. In coordination with the marketing and communication analyst, the event specialist plans and implements marketing and promotional initiatives to engage prospective and in-coming students and visitors and encourage event attendance. Leads and develops effective strategies to engage and serve both students and campus guests. Supports publicity and promotional plans through interactions with on and off campus vendors. Creates event budgets for approval and monitors expenses and revenue against approved budgets. Provides cost control oversight within established budget parameters. Creates and implements timelines for program planning and event execution to assure quality and maximize event attendance. Develops and implements concrete problem-solving activities to maximize success in program execution. Other duties as assigned. Essential Qualifications Bachelor’s degree from an accredited four-year college or university and/or the equivalent training and administrative work experience involving the study, analysis, evaluation, development or improvement of administrative policies, procedures, practices, or programs plus two years of related experience. Working knowledge of and the ability to apply standard theories, principles, practices, and techniques applicable to the program or administrative specialty to develop conclusions and make recommendations. Thorough knowledge of policies, procedures, and outside regulations pertaining to the applicable program or administrative specialty. Working knowledge of operational and fiscal analysis and techniques. Ability to take initiative and plan, organize, coordinate, and perform work in various situations where numerous and diverse demands are involved. Skilled in research, development, and evaluation of policies and programs. Ability to collect, evaluate, and interpret data to develop sound conclusions and make appropriate recommendations. Expertise investigating and analyzing problems with broad administrative impact and implications. Ability to anticipate problems and address them proactively. Demonstrated ability to effectively interpret, organize, and present information and ideas in written or presentation form. Ability to train others on new skills and procedures and provide lead work direction. A background check (including a criminal records check) must be completed satisfactorily and is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to complete the background check satisfactorily may affect the continued employment of a current CSU employee who was conditionally offered the position. Preferred Qualifications Must possess strong communication skills, organizational skills, negotiation skills, strong budgeting experience, and have a track record of success in operational role in a fast paced, high volume service environment. Must be able to pivot quickly, operate calmly in high stress situations, and possess very high-level customer service skills. Must be able to manage people, solve problems, and coordinate activities where direct supervision Is shared. Demonstrated ability to work with diverse constituents. Ability to function effectively as part of a high-performance team. Must have strong proficiency in Office software, particularly Word, Excel, Outlook, and Access. Must have a thorough mastery of English grammar, punctuation, and spelling. Working knowledge of broad array of student service programs and university initiatives. Ability to complete work assignments while handling multiple expectations. Ability to produce very visible programs with political sensitivity. Ability to work with constant interruptions in a somewhat noisy environment and high stress level. License/Certifications A Valid California Driver’s License. Special Working Conditions Notice of Non-Discrimination on the Basis of Gender or Sex and Contact Information for Title IX Coordinator Additional Information California State University, Fullerton celebrates all forms of diversity and is deeply committed to fostering an inclusive environment where students, staff, administrators, and faculty thrive. Individuals interested in advancing the University’s strategic diversity goals are strongly encouraged to apply. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose. As of January 1, 2022, the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. The person holding this position is considered a limited mandated reporter under the California Child Abuse and Neglect Reporting Act and must comply with the requirement outlined in CSU Executive Order 1083, revised July 21, 2017. This position is designated as a Campus Security Authority (CSA) position under the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. CSAs are responsible for reporting allegations of Clery Act Crimes reported to them or that they witness. CSA training is required. Multiple positions may be hired from this recruitment based on the strength of the applicant pool. If you are applying for a staff position, please note that you are not eligible to work concurrently in a staff position and an Academic Student position such as a Graduate Assistant, Teaching Associate, Instructional Student Assistant, or Student Assistant position. Regular attendance is considered an essential job function; the inability to meet attendance requirements may preclude the employee from retaining employment. Employee/applicant who applies for a position may be required to successfully complete job-related performance test(s) as part of the selection process. Online application/resume must be received by electronic submission on the final filing date by 9:00 PM (Pacific Standard Time)/midnight (Eastern Standard Time). Applicants who fail to complete all sections of the online application form will be disqualified from consideration. California State University, Fullerton is not a sponsoring agency for staff or management positions (i.e., H1-B Visas). Hiring Preference On-Campus CSUEU Employees Advertised: May 02 2024 Pacific Daylight Time Applications close: May 16 2024 Pacific Daylight Time Closing Date/Time:
Monterey County Human Resources
Salinas, California, United States
Position Description Open Until Filled Priority Screening Date: Monday, March 11, 2024 Exam #: 24/28B01/02 JJ The Assessor's Office has the responsibility to locate all taxable property in the County and to identify ownership. This office establishes value for all taxable property and applies all legal exemptions to the property. The Auditor-Appraiser series is found only in the Assessor's Office and is primarily oriented to business and personal property for tax assessment purposes. These positions conduct business audits, in addition to boat and aircraft appraisals. This job series is distinguished from the Appraiser series which is responsible for real property appraisals for tax assessment purposes. Auditor-Appraiser I is the entry-level classification in the series, learning to perform the more simple auditing and appraisal of business and personal property, while gaining the skill to perform the more complex independent appraisals and audits. The Eligible List established by this recruitment process may be used to fill current and future vacancies on a regular full-time, part-time, or temporary basis. This classification is part of a flexible series. Incumbents appointed at the lower level of the career series may be promoted up to the higher level of the career series subject to their meeting the employment standards for the higher class and a recommendation for their promotion by the appointing authority. Examples of Duties Conducts property tax audits as mandated by the Revenue and Taxation Code.Checks, examines, and analyzes business property statements and declarations filed by taxpayers for accuracy and consistency; contacts taxpayers to discuss declarations, omissions, or discrepancies, and makes the necessary adjustments for assessment purposes.Learns to and performs simple and routine audits and appraisals of business and personal property; inspects and analyzes business records, ledgers, journals, income tax reports, and other pertinent information to determine the market value.Learns to and prepares detailed worksheets; makes physical inspections of property in order to estimate a market value; learns to capitalize income, analyze market and sales data, and determine replacement costs; appraises improvements, leased equipment, machinery, fixtures, heavy construction equipment, boats, airplanes, farm and ranch equipment, and similar items to arrive at a fair market value for assessment purposes; computes value using computer spreadsheets and database applications.Travels within the County, outside of the County, or out of state to examine financial records or to conduct physical inspections of pre-selected businesses and/or personal property.Documents findings by preparing detailed worksheets; records physical inspections of business and personal property; compiles depreciation schedules; computes taxable value for each holding; prepares reports and recommendations.Keeps up-to-date on practices, pending legislation, laws, codes, regulations, polices, and procedures associated with the work; attends and participates in various meetings, committees, and professional groups.Provides detailed and technical information concerning property tax rules and regulations as well as valuation and taxation methods.Communicates with County staff, governmental agencies, and outside organizations to exchange information, coordinate activities, resolves issues and concerns; prepares and submits mandated reports within established timeframes. To view the complete classification description, please visit the County of Monterey website: Auditor-Appraiser I . THE SUCCESSFUL CANDIDATE Will have a proven track record demonstrating the following knowledge, skills, and abilities, including but not limited to, excellent verbal and written communication skills and a high degree of integrity and professionalism. We are looking for someone who: Pays attention to details. Works well in a team environment. Asks questions to seek understanding. Is a self-starter. Is flexible. Is honest and ethical. A few reasons you might love this job: You will work in a dynamic environment with others who have strong values and integrity. You will have lots of interaction with the public. You will be challenged to read and understand the various ways property can be valued and how it works with the auditing of business accounts. You will receive extensive training to understand and apply the various methods business property can be valued for tax purposes. You will provide a vital service that supports the mission of the County. A few challenges you might face with this job: You will need to work with some taxpayers and attorneys who are difficult and/or dissatisfied. You will be expected to process a high volume of work. You will be working in one area of accounting only and that is auditing. Working knowledge of: Generally accepted accounting and auditing principles, practices, standards, and methods Skill and Ability to: Make accurate computationsWrite accurate and concise reportsMeet schedules and timelinesOperate standard office equipment, including a computer and associated softwareCommunicate effectively both orally and in writingProvide excellent and courteous customer service and establish and maintain effective working relationships. Examples of Experience/Education/Training Any combination of training, education and/or experience which provides the knowledge, skills and abilities and required conditions of employment is qualifying. An example of a way these requirements might be acquired is: Graduation from an accredited four-year college or university with a degree in accounting or a “specialization in accounting” (18 semester units in accounting and/or auditing courses). Possession of a valid license as a Certified Public Accountant or Public Accountant issued by the State of California may be substituted for the required education. Additional Information CONDITIONS OF EMPLOYMENT The required conditions of employment include, but are not limited to the following: Possess a valid California Class C driver license at the time of appointment and possess and maintain a satisfactory driving record or provide evidence of suitable transportation which is approved by the appointing authority. Prospective employees for the Assessor-County Clerk/Recorder will be required to submit to a background review which may include a review of information concerning present and/or prior employment, driving record, credit check and record of criminal conviction. Be available to work a flexible schedule, including evenings, weekends, holidays, and during times of disaster and/or emergency; travel out of County to attend meetings. Pursuant to Article 8, Section 670 of the Revenue and Taxation Code of the State of California, a Permanent Appraiser's Certificate issued by the State of California Board of Equalization is to be obtained within one year of appointment. Failure to obtain a Permanent California Appraiser's Certificate within one year of appointment will because for termination of employment. Pursuant to Article 8, Section 671 of the Revenue and Taxation Code of the State of California, completion of at least24 hours of training conducted or approved by the California State Board of Equalization is required in each one-year period. Pursuant to Article 8, Section 670(d) of the Revenue and Taxation Code of the State of California, the following education is required of incumbents in this class: Graduation from an accredited four-year college or university with a degree in accounting or a "specialization in accounting" (18 semester units in accounting and/or auditing courses. Possession of a valid license as a Certified Public Accountant or Public Accountant issued by the State of California may be substituted for the required education. BENEFITS: The County of Monterey offers an excellent benefits package. Please visit our website to view the General "J" Unit Benefit Summary Sheet . This information is not legally binding, nor does it serve as a contract. The benefits listed in the County of Monterey Personnel Policies and Practices Resolution or Memorandum of Understanding (MOU) prevail over this listing. NOTES: As a condition of employment, prospective employees may be required to submit to a background review which may include a review of information concerning present and/or prior employment, driving record, and record of any criminal convictions. Employment is contingent upon acceptable documentation verifying identity and authorization for employment in the U.S.; a list of acceptable documents is available on the USCIS Form I-9. If you are hired into this classification in a temporary position, your rate of pay will be hourly, and you will not be eligible for the benefits listed in the summary. Veterans and their widows/ers who within the past five years have served on active duty for 30 or more days in a 1)national or State military emergency or 2) military expedition for which a medal was authorized, may be eligible for Veterans' Preference Points. To apply, veterans must submit an "Application for Veterans' Preference" with their application materials by the final filing date. Application and Selection Procedures Apply On-Line at https://www.governmentjobs.com/careers/montereycounty by Monday, March 11, 2024 for Priority Screening, 11:59 PM(PST) or Hard copy applications may be obtained from and submitted during normal business hours Monday - Friday, 8:00 AM - 5:00 PM by contacting: Assessor/County Clerk-Recorder Attn: Human Resources 168 West Alisal Street, 1st Floor Salinas, CA 93901 Phone: 831-759-6602 Fax: 831-759-6628 The selection process is tentative, and applicants will be notified if changes are made. To assess applicants' possession of required qualifications, the examination process may include an oral examination, pre-examination exercises, performance examination, and/or written examination. The competitive examination process includes submittal of required application materials. A complete application package will include: A completed County of Monterey Employment Application Responses to the Supplemental Questions Applicants who fail to provide all required materials by the final filing deadline will not be considered. Resumes, cover letters, letters of interest, and other correspondence will not be accepted as a substitute for required application materials .All required application materials will be competitively evaluated. Those applicants that are determined to be the most appropriately qualified will be invited to participate further in the selection process. EQUAL OPPORTUNITY AND REASONABLE ACCOMMODATION Monterey County is a drug-free workplace and an equal opportunity employer. The County seeks candidates who can make contributions in an environment of cultural and ethnic diversity. Monterey County is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Julie James, Human Resources Analyst, at (831) 759-6602, or ARCTTCHR@co.monterey.ca.us. http://www.co.monterey.ca.us/government/departments-a-h/human-resources/human-resources/benefits/benefit-summary-sheet Closing Date/Time: Continuous
Mar 08, 2024
Full Time
Position Description Open Until Filled Priority Screening Date: Monday, March 11, 2024 Exam #: 24/28B01/02 JJ The Assessor's Office has the responsibility to locate all taxable property in the County and to identify ownership. This office establishes value for all taxable property and applies all legal exemptions to the property. The Auditor-Appraiser series is found only in the Assessor's Office and is primarily oriented to business and personal property for tax assessment purposes. These positions conduct business audits, in addition to boat and aircraft appraisals. This job series is distinguished from the Appraiser series which is responsible for real property appraisals for tax assessment purposes. Auditor-Appraiser I is the entry-level classification in the series, learning to perform the more simple auditing and appraisal of business and personal property, while gaining the skill to perform the more complex independent appraisals and audits. The Eligible List established by this recruitment process may be used to fill current and future vacancies on a regular full-time, part-time, or temporary basis. This classification is part of a flexible series. Incumbents appointed at the lower level of the career series may be promoted up to the higher level of the career series subject to their meeting the employment standards for the higher class and a recommendation for their promotion by the appointing authority. Examples of Duties Conducts property tax audits as mandated by the Revenue and Taxation Code.Checks, examines, and analyzes business property statements and declarations filed by taxpayers for accuracy and consistency; contacts taxpayers to discuss declarations, omissions, or discrepancies, and makes the necessary adjustments for assessment purposes.Learns to and performs simple and routine audits and appraisals of business and personal property; inspects and analyzes business records, ledgers, journals, income tax reports, and other pertinent information to determine the market value.Learns to and prepares detailed worksheets; makes physical inspections of property in order to estimate a market value; learns to capitalize income, analyze market and sales data, and determine replacement costs; appraises improvements, leased equipment, machinery, fixtures, heavy construction equipment, boats, airplanes, farm and ranch equipment, and similar items to arrive at a fair market value for assessment purposes; computes value using computer spreadsheets and database applications.Travels within the County, outside of the County, or out of state to examine financial records or to conduct physical inspections of pre-selected businesses and/or personal property.Documents findings by preparing detailed worksheets; records physical inspections of business and personal property; compiles depreciation schedules; computes taxable value for each holding; prepares reports and recommendations.Keeps up-to-date on practices, pending legislation, laws, codes, regulations, polices, and procedures associated with the work; attends and participates in various meetings, committees, and professional groups.Provides detailed and technical information concerning property tax rules and regulations as well as valuation and taxation methods.Communicates with County staff, governmental agencies, and outside organizations to exchange information, coordinate activities, resolves issues and concerns; prepares and submits mandated reports within established timeframes. To view the complete classification description, please visit the County of Monterey website: Auditor-Appraiser I . THE SUCCESSFUL CANDIDATE Will have a proven track record demonstrating the following knowledge, skills, and abilities, including but not limited to, excellent verbal and written communication skills and a high degree of integrity and professionalism. We are looking for someone who: Pays attention to details. Works well in a team environment. Asks questions to seek understanding. Is a self-starter. Is flexible. Is honest and ethical. A few reasons you might love this job: You will work in a dynamic environment with others who have strong values and integrity. You will have lots of interaction with the public. You will be challenged to read and understand the various ways property can be valued and how it works with the auditing of business accounts. You will receive extensive training to understand and apply the various methods business property can be valued for tax purposes. You will provide a vital service that supports the mission of the County. A few challenges you might face with this job: You will need to work with some taxpayers and attorneys who are difficult and/or dissatisfied. You will be expected to process a high volume of work. You will be working in one area of accounting only and that is auditing. Working knowledge of: Generally accepted accounting and auditing principles, practices, standards, and methods Skill and Ability to: Make accurate computationsWrite accurate and concise reportsMeet schedules and timelinesOperate standard office equipment, including a computer and associated softwareCommunicate effectively both orally and in writingProvide excellent and courteous customer service and establish and maintain effective working relationships. Examples of Experience/Education/Training Any combination of training, education and/or experience which provides the knowledge, skills and abilities and required conditions of employment is qualifying. An example of a way these requirements might be acquired is: Graduation from an accredited four-year college or university with a degree in accounting or a “specialization in accounting” (18 semester units in accounting and/or auditing courses). Possession of a valid license as a Certified Public Accountant or Public Accountant issued by the State of California may be substituted for the required education. Additional Information CONDITIONS OF EMPLOYMENT The required conditions of employment include, but are not limited to the following: Possess a valid California Class C driver license at the time of appointment and possess and maintain a satisfactory driving record or provide evidence of suitable transportation which is approved by the appointing authority. Prospective employees for the Assessor-County Clerk/Recorder will be required to submit to a background review which may include a review of information concerning present and/or prior employment, driving record, credit check and record of criminal conviction. Be available to work a flexible schedule, including evenings, weekends, holidays, and during times of disaster and/or emergency; travel out of County to attend meetings. Pursuant to Article 8, Section 670 of the Revenue and Taxation Code of the State of California, a Permanent Appraiser's Certificate issued by the State of California Board of Equalization is to be obtained within one year of appointment. Failure to obtain a Permanent California Appraiser's Certificate within one year of appointment will because for termination of employment. Pursuant to Article 8, Section 671 of the Revenue and Taxation Code of the State of California, completion of at least24 hours of training conducted or approved by the California State Board of Equalization is required in each one-year period. Pursuant to Article 8, Section 670(d) of the Revenue and Taxation Code of the State of California, the following education is required of incumbents in this class: Graduation from an accredited four-year college or university with a degree in accounting or a "specialization in accounting" (18 semester units in accounting and/or auditing courses. Possession of a valid license as a Certified Public Accountant or Public Accountant issued by the State of California may be substituted for the required education. BENEFITS: The County of Monterey offers an excellent benefits package. Please visit our website to view the General "J" Unit Benefit Summary Sheet . This information is not legally binding, nor does it serve as a contract. The benefits listed in the County of Monterey Personnel Policies and Practices Resolution or Memorandum of Understanding (MOU) prevail over this listing. NOTES: As a condition of employment, prospective employees may be required to submit to a background review which may include a review of information concerning present and/or prior employment, driving record, and record of any criminal convictions. Employment is contingent upon acceptable documentation verifying identity and authorization for employment in the U.S.; a list of acceptable documents is available on the USCIS Form I-9. If you are hired into this classification in a temporary position, your rate of pay will be hourly, and you will not be eligible for the benefits listed in the summary. Veterans and their widows/ers who within the past five years have served on active duty for 30 or more days in a 1)national or State military emergency or 2) military expedition for which a medal was authorized, may be eligible for Veterans' Preference Points. To apply, veterans must submit an "Application for Veterans' Preference" with their application materials by the final filing date. Application and Selection Procedures Apply On-Line at https://www.governmentjobs.com/careers/montereycounty by Monday, March 11, 2024 for Priority Screening, 11:59 PM(PST) or Hard copy applications may be obtained from and submitted during normal business hours Monday - Friday, 8:00 AM - 5:00 PM by contacting: Assessor/County Clerk-Recorder Attn: Human Resources 168 West Alisal Street, 1st Floor Salinas, CA 93901 Phone: 831-759-6602 Fax: 831-759-6628 The selection process is tentative, and applicants will be notified if changes are made. To assess applicants' possession of required qualifications, the examination process may include an oral examination, pre-examination exercises, performance examination, and/or written examination. The competitive examination process includes submittal of required application materials. A complete application package will include: A completed County of Monterey Employment Application Responses to the Supplemental Questions Applicants who fail to provide all required materials by the final filing deadline will not be considered. Resumes, cover letters, letters of interest, and other correspondence will not be accepted as a substitute for required application materials .All required application materials will be competitively evaluated. Those applicants that are determined to be the most appropriately qualified will be invited to participate further in the selection process. EQUAL OPPORTUNITY AND REASONABLE ACCOMMODATION Monterey County is a drug-free workplace and an equal opportunity employer. The County seeks candidates who can make contributions in an environment of cultural and ethnic diversity. Monterey County is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Julie James, Human Resources Analyst, at (831) 759-6602, or ARCTTCHR@co.monterey.ca.us. http://www.co.monterey.ca.us/government/departments-a-h/human-resources/human-resources/benefits/benefit-summary-sheet Closing Date/Time: Continuous
Sonoma County, CA
Santa Rosa, California, United States
Position Information The Department of Health Services (DHS) seeks a dynamic and accomplished professional to join their team as the Deputy Chief Financial Officer (Deputy CFO). If you are a motivated, detail-oriented professional with a passion for fiscal responsibility and effective communication, we encourage you to apply! Starting salary up to $68.79/hour ($143,572/year) plus a competitive total compensation package!* About the Position The Deputy Chief Financial Officer will report directly to the Chief Financial Officer, and will operate independently, and play a crucial role in maintaining the fiscal integrity of DHS. In this position, the Deputy CFO will collaborate extensively with budget managers from various County departments as well as State and Federal fiscal officers. One of the primary responsibilities is the recruitment, selection, training, and supervision of a dedicated team encompassing professional, technical, and office support staff. This team will support administrative functions and oversee three essential subsections within the Finance Unit: Revenue Management, Financial Reporting, and Financial Information Systems and Technology. The Deputy CFO has the responsibility to: Uphold fiduciary responsibility for DHS finances Perform fiscal due diligence for expenditures Approve budget transactions in the general ledger (Enterprise Financial System - EFS) Provide Accounts-Receivable (A/R) projections to the Department Accounting Manager Oversee the development of the recommended budget for presentation to the Board of Supervisors (BOS) Generate budget reports for CFO and DHS management review Make budget recommendations and manage fiscal impact assessments Execute budget adjustments and oversee the Exhibit B portion of Contracts Manage monthly reporting for DHS Management Review Fund Balance and Revenue and Expense Reports for submission to EFS Participate in monthly performance reviews of Actuals versus Budget with DHS divisions Oversee the Revenue Management Unit that is responsible for Medi-Cal, Medicare, and private insurance billing What You Bring The ideal candidate will possess excellent interpersonal skills, will be a strong communicator, team player, self-aware, flexible, and adaptable to change. Additionally, they will possess the following proven competencies and characteristics: Intermediate or advanced Microsoft Office skills, with a critical focus on advanced knowledge of Excel spreadsheets Demonstrate excellent verbal and written communication skills for presenting budget recommendations to executive management The ability to provide management with status and outcome reports and dashboards Goal-driven with the ability to track multiple projects in different stages Proven track record of multi-tasking and delivering tasks timely Possess strong presentation skills for engagements with the Board of Supervisors and Senior Leadership The ability to interpret State and Federal regulations specific to Behavioral Health billing and claims processes What We Offer Working at the County of Sonoma offers expansive opportunities for growth and development, the ability to be a part of a challenging and rewarding work environment, and the satisfaction of knowing you're working to better our communities. You can also look forward to flexible work arrangements and excellent benefits* including: Hybrid Telework - A schedule that meets the needs of our staff, department operations, and the communities we serve may be available depending on the assignment Salary Advancement - A salary increase after 1,040 hours (6 months when working full-time) for good work performance; eligibility for a salary increase for good performance every year thereafter, until reaching the top of the salary range Paid Time Off - Competitive vacation and sick leave accruals, 12 paid holidays, and an additional 8 floating holiday hours per year County Paid Health Premium Contributions - 100% premium contribution for the majority of employee-only and employee + family health plan options Staff Development/Wellness Pay - Annual benefit allowances of up to $2,000 and ongoing education/training opportunities Post-Retirement Health Reimbursement Arrangement - County contributions to help fund post-retirement employee health insurance/benefits Retirement - A pension fully integrated with Social Security Paid Parental Leave - May be eligible for up to 8 weeks (320 hours) after 12 months of County employment Student Loan Debt Relief - County employees may be eligible for Public Service Loan Forgiveness through the U.S. Department of Education *Salary is negotiable within the established range. Benefits described herein do not represent a contract and may be changed without notice. Additional information can be found in the Salary Resolution (SalRes) and our Employee Benefits Directory . This recruitment is being conducted to fill a Deputy Chief Financial Officer position in the Department of Health Services. This employment list may also be used to fill future full-time, part-time, or extra-help (temporary) positions as they occur during the active status of the list. Qualified County employees who wish to be considered for future positions should consider applying to this recruitment. The Civil Service title for this position is Administrative Services Officer II. APPLICATION SUBMISSIONS REQUIRE THE SUPPLEMENTAL QUESTIONNAIRE BE COMPLETED. Minimum Qualifications Education: Academic coursework which would provide the opportunity to acquire the knowledge and abilities listed. Normally, coursework in public administration, business administration, management, accounting, statistics, human resources or closely related courses would provide such an opportunity. Experience: Normally, three years of progressively responsible experience in a professional, human resources, administrative, fiscal staff position, including at least one year of experience supervising professional, administrative or technical staff would provide such an opportunity. License: Possession of a valid driver's license at the appropriate level including necessary special endorsements, as required by the State of California to perform the essential job functions of the position. Knowledge, Skills, and Abilities Considerable knowledge of: principles and practices relating to modern budget, programs and systems management; human resources issues and the functions and complexities of occupations found in the assigned department; the operations and functions of county government; research methodology, report writing and basic statistics, and their application; effective personnel and supervisory techniques; modern office methods and procedures. Working knowledge of: group dynamics as it relates to public organizations; written and oral communications, including language mechanics, syntax and English composition; purchasing, ISD, safety, organizational analysis and their impact on departmental operations; the use of electronic information equipment and specific systems as used within the department. Ability to: plan and organize research and statistical work relating to the various aspects of administration, budget and general management matters; understand, interpret and apply rules, regulations, ordinances, and federal, state and local legislation; effectively communicate orally and in writing, and present conclusions before advisory and policy bodies; effectively supervise the work of professional, technical and office support staff; establish and maintain effective working relationships with County management personnel, employees, and the public in carrying out sound management policies; understand and manage human resources functions; perform data collection, interpretation and evaluation pertaining to administrative, fiscal and management matters; persuade, rationalize, and project consequences of decisions and/or recommendations; analyze administrative problems, budgets, and a variety of programs, systems and procedures; use electronic information equipment and specific systems as used within the department. Selection Procedure & Some Helpful Tips When Applying Your application information and your responses to the supplemental questions are evaluated and taken into consideration throughout the entire selection process. You should list all employers and positions held within the last ten years in the work history section of your application. Be as thorough as possible when responding to the supplemental questions. You may include history beyond ten years if related to the position for which you are applying. If you held multiple positions with one employer, list out each position separately. Failure to follow these instructions may impact your competitiveness in this process or may result in disqualification. Please visit Getting a Job with the County of Sonoma to review more detailed information about the hiring process, including the application process, examination steps, and department selection process. APPLICATION SUBMISSIONS REQUIRE THE SUPPLEMENTAL QUESTIONNAIRE BE COMPLETED. Responses to supplemental questions will be scored using position-specific criteria. Please provide specific and detailed responses of a reasonable length to allow for a thorough assessment of your qualifications. Responses that state, "See Resume" or "See Application" may be considered insufficient and therefore may not be scored. The selection procedure will consist of the following examination: An Application & Supplemental Questionnaire Appraisal Examination (weight 100%) will be conducted to evaluate each applicant's application and supplemental questionnaire for satisfaction of minimum qualifications (pass/not pass); and for educational coursework, training, experience, knowledge, and abilities which relate to this position. Each applicant will be evaluated based on the following criteria: Relevance of work history, related experience, and achieved level of education and/or training as described in the application and responses to the supplemental questions. Candidates demonstrating possession of the minimum qualifications will be placed on an employment list in order of most qualified to least qualified based on the achieved score received in the Application & Supplemental Questionnaire Appraisal Examination. Scores may be adjusted based on such factors as the number of candidates, anticipated vacancies, past practice, and natural breaks in the scores achieved by this group of candidates. ADDITIONAL INFORMATION A background investigation is required prior to employment. Candidates referred to departments for a selection interview are typically required to sign authorization and release forms enabling such an investigation. Failure to sign prescribed forms will result in the candidate not being considered further for that vacancy. Reference information will not be made available to applicants. Additional requirements, such as successful completion of a physical exam, drug screen, etc., may apply, depending on the duties and responsibilities of the position. If you receive a conditional job offer for the position, the requirements upon which the offer is contingent will be outlined in the conditional job letter. You may also review the Job Classification Screening Schedule to determine the requirements for this position. HOW TO APPLY Applications are accepted online at www.yourpath2sonomacounty.org . Paper applications may be submitted by person, fax (707-565-3770), email, or through the mail. All applications and appropriate supplemental information as outlined in the job bulletin must be RECEIVED by the time and date specified on the first page of this job announcement. Continuous recruitments may close without notice at any time that a sufficient number of qualified applications have been received. Applications received after the recruitment closes will not be accepted. The County of Sonoma values diversity and is dedicated to creating a workplace environment that provides individuals with a sense of belonging. We are committed to having a diverse workforce that is representative of the communities we serve. The County is proud to be an Equal Opportunity Employer where all aspects of employment are based on merit, competence, performance, and business need. HR Analyst: BH HR Technician: RR IMPORTANT NOTE: Benefits described herein do not apply to Extra Help positions. COUNTY OF SONOMA BENEFITS: MANAGEMENT* These are some of the excellent benefits the County offers: Paid Time Off : Competitive vacation accrual and sick leave accruals; additional management leave annually; 12 paid holidays, and an additional 8 floating holiday hours per year; and may be eligible for up to 8 weeks (320 hours) of Paid Parental Leave after 12 months of County employment. Health Plan : Choice of five health plans (a PPO, EPO, HMO, and two deductible HMOs) with a County paid premium contribution. Retirement : Fully integrated with Social Security.For more information regarding eligibility, retirement contributions, and reciprocity with prior public service, please visit https://scretire.org/active-/-deferred/when-you-are-hired . IRS 457 Plan : Pre-tax employee contribution up to the IRS annual maximum. Retiree Medical : County contribution to a Health Reimbursement Arrangement to help fund post-retirement employee health insurance/benefits. Student Loan Debt Relief : County employees may be eligible for Public Service Loan Forgiveness through the U.S. Department of Education. Plus excellent dental, vision, disability, life insurance, professional development, and more. For answers to specific questions regarding the employment process and more details about benefits or retirement, please contact Human Resources at (707) 565-2331.Additional details about benefit and compensation packages can be found in the MOUs located at https://sonomacounty.ca.gov/administrative-support-and-fiscal-services/human-resources/divisions-and-units/employee-relations/labor-agreements-and-salary-resolution . For specific information about health and welfare benefits including plan options, coverage, and premium amounts go to https://sonomacounty.ca.gov/administrative-support-and-fiscal-services/human-resources or, contact the Human Resources' Risk Management-Benefits Office at benefits@sonoma-county.org or (707) 565-2900. *IMPORTANT NOTES: Benefits described herein do not represent a contract and may be changed without notice. Closing Date/Time: Continuous
Mar 19, 2024
Full Time
Position Information The Department of Health Services (DHS) seeks a dynamic and accomplished professional to join their team as the Deputy Chief Financial Officer (Deputy CFO). If you are a motivated, detail-oriented professional with a passion for fiscal responsibility and effective communication, we encourage you to apply! Starting salary up to $68.79/hour ($143,572/year) plus a competitive total compensation package!* About the Position The Deputy Chief Financial Officer will report directly to the Chief Financial Officer, and will operate independently, and play a crucial role in maintaining the fiscal integrity of DHS. In this position, the Deputy CFO will collaborate extensively with budget managers from various County departments as well as State and Federal fiscal officers. One of the primary responsibilities is the recruitment, selection, training, and supervision of a dedicated team encompassing professional, technical, and office support staff. This team will support administrative functions and oversee three essential subsections within the Finance Unit: Revenue Management, Financial Reporting, and Financial Information Systems and Technology. The Deputy CFO has the responsibility to: Uphold fiduciary responsibility for DHS finances Perform fiscal due diligence for expenditures Approve budget transactions in the general ledger (Enterprise Financial System - EFS) Provide Accounts-Receivable (A/R) projections to the Department Accounting Manager Oversee the development of the recommended budget for presentation to the Board of Supervisors (BOS) Generate budget reports for CFO and DHS management review Make budget recommendations and manage fiscal impact assessments Execute budget adjustments and oversee the Exhibit B portion of Contracts Manage monthly reporting for DHS Management Review Fund Balance and Revenue and Expense Reports for submission to EFS Participate in monthly performance reviews of Actuals versus Budget with DHS divisions Oversee the Revenue Management Unit that is responsible for Medi-Cal, Medicare, and private insurance billing What You Bring The ideal candidate will possess excellent interpersonal skills, will be a strong communicator, team player, self-aware, flexible, and adaptable to change. Additionally, they will possess the following proven competencies and characteristics: Intermediate or advanced Microsoft Office skills, with a critical focus on advanced knowledge of Excel spreadsheets Demonstrate excellent verbal and written communication skills for presenting budget recommendations to executive management The ability to provide management with status and outcome reports and dashboards Goal-driven with the ability to track multiple projects in different stages Proven track record of multi-tasking and delivering tasks timely Possess strong presentation skills for engagements with the Board of Supervisors and Senior Leadership The ability to interpret State and Federal regulations specific to Behavioral Health billing and claims processes What We Offer Working at the County of Sonoma offers expansive opportunities for growth and development, the ability to be a part of a challenging and rewarding work environment, and the satisfaction of knowing you're working to better our communities. You can also look forward to flexible work arrangements and excellent benefits* including: Hybrid Telework - A schedule that meets the needs of our staff, department operations, and the communities we serve may be available depending on the assignment Salary Advancement - A salary increase after 1,040 hours (6 months when working full-time) for good work performance; eligibility for a salary increase for good performance every year thereafter, until reaching the top of the salary range Paid Time Off - Competitive vacation and sick leave accruals, 12 paid holidays, and an additional 8 floating holiday hours per year County Paid Health Premium Contributions - 100% premium contribution for the majority of employee-only and employee + family health plan options Staff Development/Wellness Pay - Annual benefit allowances of up to $2,000 and ongoing education/training opportunities Post-Retirement Health Reimbursement Arrangement - County contributions to help fund post-retirement employee health insurance/benefits Retirement - A pension fully integrated with Social Security Paid Parental Leave - May be eligible for up to 8 weeks (320 hours) after 12 months of County employment Student Loan Debt Relief - County employees may be eligible for Public Service Loan Forgiveness through the U.S. Department of Education *Salary is negotiable within the established range. Benefits described herein do not represent a contract and may be changed without notice. Additional information can be found in the Salary Resolution (SalRes) and our Employee Benefits Directory . This recruitment is being conducted to fill a Deputy Chief Financial Officer position in the Department of Health Services. This employment list may also be used to fill future full-time, part-time, or extra-help (temporary) positions as they occur during the active status of the list. Qualified County employees who wish to be considered for future positions should consider applying to this recruitment. The Civil Service title for this position is Administrative Services Officer II. APPLICATION SUBMISSIONS REQUIRE THE SUPPLEMENTAL QUESTIONNAIRE BE COMPLETED. Minimum Qualifications Education: Academic coursework which would provide the opportunity to acquire the knowledge and abilities listed. Normally, coursework in public administration, business administration, management, accounting, statistics, human resources or closely related courses would provide such an opportunity. Experience: Normally, three years of progressively responsible experience in a professional, human resources, administrative, fiscal staff position, including at least one year of experience supervising professional, administrative or technical staff would provide such an opportunity. License: Possession of a valid driver's license at the appropriate level including necessary special endorsements, as required by the State of California to perform the essential job functions of the position. Knowledge, Skills, and Abilities Considerable knowledge of: principles and practices relating to modern budget, programs and systems management; human resources issues and the functions and complexities of occupations found in the assigned department; the operations and functions of county government; research methodology, report writing and basic statistics, and their application; effective personnel and supervisory techniques; modern office methods and procedures. Working knowledge of: group dynamics as it relates to public organizations; written and oral communications, including language mechanics, syntax and English composition; purchasing, ISD, safety, organizational analysis and their impact on departmental operations; the use of electronic information equipment and specific systems as used within the department. Ability to: plan and organize research and statistical work relating to the various aspects of administration, budget and general management matters; understand, interpret and apply rules, regulations, ordinances, and federal, state and local legislation; effectively communicate orally and in writing, and present conclusions before advisory and policy bodies; effectively supervise the work of professional, technical and office support staff; establish and maintain effective working relationships with County management personnel, employees, and the public in carrying out sound management policies; understand and manage human resources functions; perform data collection, interpretation and evaluation pertaining to administrative, fiscal and management matters; persuade, rationalize, and project consequences of decisions and/or recommendations; analyze administrative problems, budgets, and a variety of programs, systems and procedures; use electronic information equipment and specific systems as used within the department. Selection Procedure & Some Helpful Tips When Applying Your application information and your responses to the supplemental questions are evaluated and taken into consideration throughout the entire selection process. You should list all employers and positions held within the last ten years in the work history section of your application. Be as thorough as possible when responding to the supplemental questions. You may include history beyond ten years if related to the position for which you are applying. If you held multiple positions with one employer, list out each position separately. Failure to follow these instructions may impact your competitiveness in this process or may result in disqualification. Please visit Getting a Job with the County of Sonoma to review more detailed information about the hiring process, including the application process, examination steps, and department selection process. APPLICATION SUBMISSIONS REQUIRE THE SUPPLEMENTAL QUESTIONNAIRE BE COMPLETED. Responses to supplemental questions will be scored using position-specific criteria. Please provide specific and detailed responses of a reasonable length to allow for a thorough assessment of your qualifications. Responses that state, "See Resume" or "See Application" may be considered insufficient and therefore may not be scored. The selection procedure will consist of the following examination: An Application & Supplemental Questionnaire Appraisal Examination (weight 100%) will be conducted to evaluate each applicant's application and supplemental questionnaire for satisfaction of minimum qualifications (pass/not pass); and for educational coursework, training, experience, knowledge, and abilities which relate to this position. Each applicant will be evaluated based on the following criteria: Relevance of work history, related experience, and achieved level of education and/or training as described in the application and responses to the supplemental questions. Candidates demonstrating possession of the minimum qualifications will be placed on an employment list in order of most qualified to least qualified based on the achieved score received in the Application & Supplemental Questionnaire Appraisal Examination. Scores may be adjusted based on such factors as the number of candidates, anticipated vacancies, past practice, and natural breaks in the scores achieved by this group of candidates. ADDITIONAL INFORMATION A background investigation is required prior to employment. Candidates referred to departments for a selection interview are typically required to sign authorization and release forms enabling such an investigation. Failure to sign prescribed forms will result in the candidate not being considered further for that vacancy. Reference information will not be made available to applicants. Additional requirements, such as successful completion of a physical exam, drug screen, etc., may apply, depending on the duties and responsibilities of the position. If you receive a conditional job offer for the position, the requirements upon which the offer is contingent will be outlined in the conditional job letter. You may also review the Job Classification Screening Schedule to determine the requirements for this position. HOW TO APPLY Applications are accepted online at www.yourpath2sonomacounty.org . Paper applications may be submitted by person, fax (707-565-3770), email, or through the mail. All applications and appropriate supplemental information as outlined in the job bulletin must be RECEIVED by the time and date specified on the first page of this job announcement. Continuous recruitments may close without notice at any time that a sufficient number of qualified applications have been received. Applications received after the recruitment closes will not be accepted. The County of Sonoma values diversity and is dedicated to creating a workplace environment that provides individuals with a sense of belonging. We are committed to having a diverse workforce that is representative of the communities we serve. The County is proud to be an Equal Opportunity Employer where all aspects of employment are based on merit, competence, performance, and business need. HR Analyst: BH HR Technician: RR IMPORTANT NOTE: Benefits described herein do not apply to Extra Help positions. COUNTY OF SONOMA BENEFITS: MANAGEMENT* These are some of the excellent benefits the County offers: Paid Time Off : Competitive vacation accrual and sick leave accruals; additional management leave annually; 12 paid holidays, and an additional 8 floating holiday hours per year; and may be eligible for up to 8 weeks (320 hours) of Paid Parental Leave after 12 months of County employment. Health Plan : Choice of five health plans (a PPO, EPO, HMO, and two deductible HMOs) with a County paid premium contribution. Retirement : Fully integrated with Social Security.For more information regarding eligibility, retirement contributions, and reciprocity with prior public service, please visit https://scretire.org/active-/-deferred/when-you-are-hired . IRS 457 Plan : Pre-tax employee contribution up to the IRS annual maximum. Retiree Medical : County contribution to a Health Reimbursement Arrangement to help fund post-retirement employee health insurance/benefits. Student Loan Debt Relief : County employees may be eligible for Public Service Loan Forgiveness through the U.S. Department of Education. Plus excellent dental, vision, disability, life insurance, professional development, and more. For answers to specific questions regarding the employment process and more details about benefits or retirement, please contact Human Resources at (707) 565-2331.Additional details about benefit and compensation packages can be found in the MOUs located at https://sonomacounty.ca.gov/administrative-support-and-fiscal-services/human-resources/divisions-and-units/employee-relations/labor-agreements-and-salary-resolution . For specific information about health and welfare benefits including plan options, coverage, and premium amounts go to https://sonomacounty.ca.gov/administrative-support-and-fiscal-services/human-resources or, contact the Human Resources' Risk Management-Benefits Office at benefits@sonoma-county.org or (707) 565-2900. *IMPORTANT NOTES: Benefits described herein do not represent a contract and may be changed without notice. Closing Date/Time: Continuous
Monterey County Human Resources
Salinas, California, United States
Position Description Exam: #20/20B22/01ND Final Filing Date: Open Until Filled Priority Screening Date: Monday, November 21, 2022 All application materials must be received by the priority screening date for a guaranteed review. Applications received after this date will be considered on an as needed basis. THE POSITION DESCRIPTION DESCRIPTION : The Monterey County Auditor-Controller seeks highly motivated professionals with thorough knowledge of Generally Accepted Accounting Principles to perform professional-level accounting duties preparing, maintaining, analyzing, auditing, reconciling, and verifying financial records and performing other work as required. There are currently two vacancies. DEPARTMENT : The Auditor-Controller is an elected official who provides the County of Monterey with financial leadership and expert advice on a wide range of fiscal matters and advocates financial integrity and accountability in all County business practices. The department consists of five divisions: Administration, Systems, General Accounting, Internal Audit, and Disbursements (Accounts Payable, Payroll, and Property Tax). Examples of Duties PARAMOUNT DUTIES Prepares complex accounting records and transactions; reviews accounting records and transactions for accuracy; analyzes records and transactions in order to project results; prepares large or complex federal or state claims; performs professional accounting and auditing duties; ensures financial solvency of assigned accounts. Oversees the preparation of or prepared a variety of comprehensive financial, narrative, and statistical reports, including the Comprehensive Annual Financial Report, internal audit reports, state and federal reports and special district reports; prepares and submits mandated reports within established timeframes. Assists Auditor-Controller division chiefs with the implementation, oversight and auditing of accounting, budgetary, operational and other fiscal-related policies and procedures. Provides consulting services for departmental executive staff, finance and accounting managers, and CAO budget staff. Analyzes, reconciles, and issues sales and use tax payments; reviews and disburses vehicle license fees and sales tax realignments; documents, maintains, and monitors a variety of logs, procedures, and process to ensure accurate financial records. Calculates, posts, audits, and adjusts journal entries; updates accounts to reflect revenue and expenditures; audits accounts for errors and makes appropriate adjustments; coordinates and reconciles different computer financial systems; reconciles various financial statements to ensure accurate fund accounting; matches financial statements with cash amounts; reviews and approved account transfers and other transactions. Communicates with County staff, governmental agencies, and outside organizations to exchange information, coordinate activities, and resolves issues and concerns. Assists with preparation of Annual Continuing Disclosure Reports and other debt-related matters. Assists Auditor-Controller Analyst with gathering reports and analyzing data for the preparation of the County-Wide Cost Allocation Plan. Maintains current knowledge of and complies with applicable laws, codes, rules, regulations, established policies and procedures, and with generally accepted accounting principles; ensures accuracy of input and output data. Ensures integrity of financial information provided to the Board of Supervisors, County Administrative Officer, state and federal officials, auditors, and county staff; makes corrections to balance sheet accounts; reviews reconciliations; such as, warrants, payables, cash, and investments; performs variance analysis and makes appropriate corrections. THE IDEAL CANDIDATE Will have a proven track record demonstrating the following knowledge, skills and abilities: Thorough knowledge of: Generally Accepted Accounting Principles Internal control systems and general ledger Methods, procedures, and terminology used in professional accounting. Financial statement and report analysis; techniques of financial forecasting. Principles, practices, and techniques of financial and statistical recordkeeping. Principles, practices, methods, and techniques in preparing financial statements and comprehensive accounting reports Working knowledge of: Principles and practices of governmental accounting (from thorough knowledge) Skill and Ability to: Interpret, explain, and apply legal and procedural rules, regulations, policies, procedures, and requirements. Interpret and apply professional and accounting principles and standards. Gather, organize, and evaluate data. Review, reconcile, and analyze financial statements and reports. Apply principles and practices of governmental accounting. Perform mathematical calculations. Meet schedules and timelines. Operate standard office equipment, including a computer and standard software. Communicate effectively, both orally and in writing; Provide excellent and courteous customer services and establish and maintain effective working relationships. Examples of Experience/Education/Training The knowledge, skills, and abilities listed above may be acquired through various types of experience, education or training. Typical ways to acquire the required knowledge, skills, and abilities are listed below: Education: Completion of the requirements for a bachelor's degree, from an accredited college or university, in accounting, auditing, or a related field with an emphasis in accounting or auditing AND Experience : Three (3) years of experience performing full working-level accounting/auditing duties with a CPA firm, a public agency or private sector, of two years of experience at a level equivalent to an Accountant-Auditor II in Monterey County. Visit the Monterey County website to view the complete Job Description: http://www.co.monterey.ca.us/personnel/specifications.asp Additional Information CONDITIONS OF EMPLOYMENT: The required conditions of employment include, but are not limited to the following: Successfully complete a background check to include fingerprinting and a credit check. BENEFITS: Monterey County offers an excellent benefits package. To view the "X" Unit Benefit Summary please visit our website: https://www.co.monterey.ca.us/home/showdocument?id=62270 This information is not legally binding, nor does it serve as a contract. The benefits listed in the Monterey County Personnel Policies and Practices Resolution or Memorandum of Understanding (MOU) prevail over this listing. NOTES: As a condition of employment, prospective employees may be required to submit to a background review which may include a review of information concerning present and/or prior employment, driving record, and record of any criminal convictions. Employment is contingent upon acceptable documentation verifying identity and authorization for employment in the U.S.; a list of acceptable documents is available on the USCIS Form I-9. If you are hired into this classification in a temporary position, your rate of pay will be hourly, and you will not be eligible for the benefits listed in the summary. APPLICATION & SELECTION PROCEDURES Apply On-line! Our Website: http://agency.governmentjobs.com/montereycounty Applications may be obtained from and submitted to: Monterey County Auditor-Controller Department Attn: Nairi Davis, Senior Personnel Analyst 168 W. Alisal Street, 3rd Floor, Salinas, CA 93901 Email: davisn@co.monterey.ca.us Phone: (831) 755-5092 The selection process is tentative, and applicants will be notified if changes are made. The competitive selection process includes submittal of required application materials. A complete application packet will include: A completed County of Monterey Employment Application Responses to all the Supplemental Questions Priority Screening Date: Monday, November 21, 2022 Applicants who fail to provide all required materials will not be considered. Resumes, cover letters, letters of interest, and other correspondence will not be accepted as a substitute for required application materials. All required application materials will be competitively evaluated. Those applicants that are determined to be the most appropriately qualified will be invited to participate further in the selection process. To assess applicants' possession of required qualifications, the process may include an oral examination, pre-exam exercises, performance exam, and/or written examination. EQUAL OPPORTUNITY Monterey County is a drug-free workplace and an equal opportunity employer. The County seeks candidates who can make contributions in an environment of cultural and ethnic diversity. Monterey County provides reasonable accommodations for the disabled. If you believe you possess a disability that would require test accommodation, please call the Human Resources Analyst at (831) 755-5092 http://www.co.monterey.ca.us/government/departments-a-h/human-resources/human-resources/benefits/benefit-summary-sheet
Apr 22, 2024
Full Time
Position Description Exam: #20/20B22/01ND Final Filing Date: Open Until Filled Priority Screening Date: Monday, November 21, 2022 All application materials must be received by the priority screening date for a guaranteed review. Applications received after this date will be considered on an as needed basis. THE POSITION DESCRIPTION DESCRIPTION : The Monterey County Auditor-Controller seeks highly motivated professionals with thorough knowledge of Generally Accepted Accounting Principles to perform professional-level accounting duties preparing, maintaining, analyzing, auditing, reconciling, and verifying financial records and performing other work as required. There are currently two vacancies. DEPARTMENT : The Auditor-Controller is an elected official who provides the County of Monterey with financial leadership and expert advice on a wide range of fiscal matters and advocates financial integrity and accountability in all County business practices. The department consists of five divisions: Administration, Systems, General Accounting, Internal Audit, and Disbursements (Accounts Payable, Payroll, and Property Tax). Examples of Duties PARAMOUNT DUTIES Prepares complex accounting records and transactions; reviews accounting records and transactions for accuracy; analyzes records and transactions in order to project results; prepares large or complex federal or state claims; performs professional accounting and auditing duties; ensures financial solvency of assigned accounts. Oversees the preparation of or prepared a variety of comprehensive financial, narrative, and statistical reports, including the Comprehensive Annual Financial Report, internal audit reports, state and federal reports and special district reports; prepares and submits mandated reports within established timeframes. Assists Auditor-Controller division chiefs with the implementation, oversight and auditing of accounting, budgetary, operational and other fiscal-related policies and procedures. Provides consulting services for departmental executive staff, finance and accounting managers, and CAO budget staff. Analyzes, reconciles, and issues sales and use tax payments; reviews and disburses vehicle license fees and sales tax realignments; documents, maintains, and monitors a variety of logs, procedures, and process to ensure accurate financial records. Calculates, posts, audits, and adjusts journal entries; updates accounts to reflect revenue and expenditures; audits accounts for errors and makes appropriate adjustments; coordinates and reconciles different computer financial systems; reconciles various financial statements to ensure accurate fund accounting; matches financial statements with cash amounts; reviews and approved account transfers and other transactions. Communicates with County staff, governmental agencies, and outside organizations to exchange information, coordinate activities, and resolves issues and concerns. Assists with preparation of Annual Continuing Disclosure Reports and other debt-related matters. Assists Auditor-Controller Analyst with gathering reports and analyzing data for the preparation of the County-Wide Cost Allocation Plan. Maintains current knowledge of and complies with applicable laws, codes, rules, regulations, established policies and procedures, and with generally accepted accounting principles; ensures accuracy of input and output data. Ensures integrity of financial information provided to the Board of Supervisors, County Administrative Officer, state and federal officials, auditors, and county staff; makes corrections to balance sheet accounts; reviews reconciliations; such as, warrants, payables, cash, and investments; performs variance analysis and makes appropriate corrections. THE IDEAL CANDIDATE Will have a proven track record demonstrating the following knowledge, skills and abilities: Thorough knowledge of: Generally Accepted Accounting Principles Internal control systems and general ledger Methods, procedures, and terminology used in professional accounting. Financial statement and report analysis; techniques of financial forecasting. Principles, practices, and techniques of financial and statistical recordkeeping. Principles, practices, methods, and techniques in preparing financial statements and comprehensive accounting reports Working knowledge of: Principles and practices of governmental accounting (from thorough knowledge) Skill and Ability to: Interpret, explain, and apply legal and procedural rules, regulations, policies, procedures, and requirements. Interpret and apply professional and accounting principles and standards. Gather, organize, and evaluate data. Review, reconcile, and analyze financial statements and reports. Apply principles and practices of governmental accounting. Perform mathematical calculations. Meet schedules and timelines. Operate standard office equipment, including a computer and standard software. Communicate effectively, both orally and in writing; Provide excellent and courteous customer services and establish and maintain effective working relationships. Examples of Experience/Education/Training The knowledge, skills, and abilities listed above may be acquired through various types of experience, education or training. Typical ways to acquire the required knowledge, skills, and abilities are listed below: Education: Completion of the requirements for a bachelor's degree, from an accredited college or university, in accounting, auditing, or a related field with an emphasis in accounting or auditing AND Experience : Three (3) years of experience performing full working-level accounting/auditing duties with a CPA firm, a public agency or private sector, of two years of experience at a level equivalent to an Accountant-Auditor II in Monterey County. Visit the Monterey County website to view the complete Job Description: http://www.co.monterey.ca.us/personnel/specifications.asp Additional Information CONDITIONS OF EMPLOYMENT: The required conditions of employment include, but are not limited to the following: Successfully complete a background check to include fingerprinting and a credit check. BENEFITS: Monterey County offers an excellent benefits package. To view the "X" Unit Benefit Summary please visit our website: https://www.co.monterey.ca.us/home/showdocument?id=62270 This information is not legally binding, nor does it serve as a contract. The benefits listed in the Monterey County Personnel Policies and Practices Resolution or Memorandum of Understanding (MOU) prevail over this listing. NOTES: As a condition of employment, prospective employees may be required to submit to a background review which may include a review of information concerning present and/or prior employment, driving record, and record of any criminal convictions. Employment is contingent upon acceptable documentation verifying identity and authorization for employment in the U.S.; a list of acceptable documents is available on the USCIS Form I-9. If you are hired into this classification in a temporary position, your rate of pay will be hourly, and you will not be eligible for the benefits listed in the summary. APPLICATION & SELECTION PROCEDURES Apply On-line! Our Website: http://agency.governmentjobs.com/montereycounty Applications may be obtained from and submitted to: Monterey County Auditor-Controller Department Attn: Nairi Davis, Senior Personnel Analyst 168 W. Alisal Street, 3rd Floor, Salinas, CA 93901 Email: davisn@co.monterey.ca.us Phone: (831) 755-5092 The selection process is tentative, and applicants will be notified if changes are made. The competitive selection process includes submittal of required application materials. A complete application packet will include: A completed County of Monterey Employment Application Responses to all the Supplemental Questions Priority Screening Date: Monday, November 21, 2022 Applicants who fail to provide all required materials will not be considered. Resumes, cover letters, letters of interest, and other correspondence will not be accepted as a substitute for required application materials. All required application materials will be competitively evaluated. Those applicants that are determined to be the most appropriately qualified will be invited to participate further in the selection process. To assess applicants' possession of required qualifications, the process may include an oral examination, pre-exam exercises, performance exam, and/or written examination. EQUAL OPPORTUNITY Monterey County is a drug-free workplace and an equal opportunity employer. The County seeks candidates who can make contributions in an environment of cultural and ethnic diversity. Monterey County provides reasonable accommodations for the disabled. If you believe you possess a disability that would require test accommodation, please call the Human Resources Analyst at (831) 755-5092 http://www.co.monterey.ca.us/government/departments-a-h/human-resources/human-resources/benefits/benefit-summary-sheet
STATE BAR OF CALIFORNIA
San Francisco, CA, United States
Job Description Office of Access and Inclusion Annual Salary Range for Program Manager I: $120,729 - $160,952 Annual Salary Range for Program Director I: $156,242 - $208,323 FLSA Exempt / Non-Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion brings together grantmaking of the Legal Services Trust Fund, policymaking of the Center on Access to Justice, and the State Bar's diversity work. The Office seeks a Principal Program Analyst or a Program Manager I to manage the grantmaking and Interest on Lawyers' Trust Fund Accounts (IOLTA) programs of the Office of Access & Inclusion (OAI). The IOLTA program ensures that eligible IOLTA-banking institutions comply with program requirements and the revenue generated from the interest on these IOLTA accounts is collected and distributed as legal aid grants. Approximately $150 million is distributed annually in IOLTA and other legal aid grants to nonprofits providing free civil legal services in California. About the Job The Office of Access & Inclusion is seeking a Program Director I or a Program Manager I who will be responsible for managing the distribution of over $190 million annually in legal funding to over 110 legal aid nonprofit organizations. The incumbent will be tasked with developing and overseeing all policy and operational decisions related to the administration of over eight distinct grant programs, including $120 million worth of homelessness prevention grants as well as IOLTA, Equal Access Funds, consumer debt legal assistance, foreclosure prevention, partnership, and CARE court grants. Additional responsibilities include: Designing and implementing new grant programs Oversee the IOLTA compliance team, ensuring that banks are remitting at the appropriate interest rates and evaluating whether current rules and policies meet the current needs of the State Bar and the Legal Services Trust Fund Commission. Establishing benchmarks and office goals related to grants administration, including streamlining processes and enhancing monitoring of grantees. Engaging in legislative advocacy to increase funding for legal aid, including determining priorities and strategies as well as drafting budget proposals. Represent the State Bar with a variety of high-profile stakeholders, including interfacing with representatives from other state agencies and legislative staff. This position will oversee approximately 20 staff, including at least four direct reports. About this Recruitment The Office of Access and Inclusion, is seeking to fill one position at either Program Manager I or Program Director I level. After completion of the selection process, an offer will be extended to the selected candidate at the level that is commensurate with the candidate's experience. Definition for the Program Manager I Under administrative direction, the Program Manager is responsible for the design, organization, administration, supervision, evaluation, marketing, and/or fiscal management of an operational program or function. A Program Manager performs work of significant responsibility, complexity, and oversight. This includes responsibility for the strategic development and administration of policies, procedures, budgets, and plans, as well as, managing the day-to-day operations of the assigned functional areas. Definition for the Program Director I The Program Director (I, II, and III) is a member of the State Bar's Executive Management Team and creates the mission and long-term vision of an assigned department, or broad-based, program consistent with the policy parameters established by the Board of Trustees and defined in the Business & Professions Code. Incumbents make policy decisions of critical impact affecting the State Bar of California and assume ultimate responsibility for all programs and activities of the assigned department. The Program Director is responsible for overseeing, planning, organizing and directing the administration of State Bar programs based on effective responsiveness to the public and/or other client needs; oversees the development of strategic plans and interim goals; establishes policies and determines priorities; adjusts plans to respond to emerging and/or urgent issues; directs the allocation of resources to achieve timely outcomes and measurable goals within budget guidelines; serves as the appointing authority; and performs related duties as required. Distinguishing Characteristics for the Program Manager I While specific duties of individual positions vary, there are common factors of supervision; responsibility for preparation, analysis, and control of the program's budget and expenditures; and liaison activities with other units in coordinating business and service functions. The determination of the specific classification level is based upon the relative size, complexity, and visibility of the program involved as well as the scope of supervisory responsibility and level of technical expertise and qualifications necessary to manage the program. This class level has the responsibility for managing day-to-day operations of a smaller sized program function that provides support to a larger program or executive and does not typically require a Juris Doctorate and/or specialized qualifications to appropriately perform the essential duties. Incumbents report to a Program Director. Distinguishing Characteristics of the Program Director I Levels in the Program Director classes are generally based on, but are not limited to, the department's organizational complexity and size, nature and number of functions and programs, and classification level or types of positions managed. Consideration may also be given to any legally mandated minimum qualifications for a specific position. Classification levels: Program Director I: This class level has the responsibility for the direction of a small-sized program function which provides support to a larger program or executive (Director, Programs III or above) Program activities are typically carried out by administrative or clerical support staff (guide: Executive, Professional Competence, and Client Security Fund). Examples Of Essential Duties of the Program Manager I Duties may include, but are not limited to the following: Plans, implements, directs, and evaluates all components of a division or operation within the organization. Establishes and executes operational policies, procedures, strategic goals, and plans, and/or standards pertinent to initiatives that fall under the scope of the assigned program. Trains, supervises, and evaluates the performance of assigned staff, including prioritizing, delegating, and reviewing work assignments, monitoring performance, and providing coaching for performance improvement and development; takes disciplinary action, up to and including termination, to address performance deficiencies. Prepares and disseminates information to the public and staff regarding the assigned operational program, including information pertaining to initiatives and events and targeted community outreach; disseminates information via social media campaigns, and manages website content for the State Bar. Develops and administers program and/or operating budgets, including establishing and maintaining expenditure controls, analyzing, and evaluating budget proposals and expenditures, and ensuring that expenditures and operations remain within established budget limitations and comply with organization and contract requirements; may manage program finances to ensure effective revenue collection. Designs and administers comprehensive mechanisms to monitor and evaluate programs, data, and measure performance to ensure organizational resources are wisely invested; may develop, validate, and administer various psychometric testing programs which are reliable, defensible, and highly predictive. Ensures that program decisions are made in accordance with statutory, case law and/or other applicable rules, policies, and procedures. Conducts extensive studies related to budgets, administrative analysis, financial projections, staffing, operations, systems analysis and/or general administrative matters and prepares recommendations using qualitative and quantitative data. Develops and maintains strong collaborative relationships with staff, governing boards, elected officials, community representatives and all other stakeholders to ensure open communication, the sharing of information, and implementation of program specific changes and improvements. Plans, organizes, oversees, manages, and evaluates projects and cases related to the assigned program. Performs compliance monitoring, including the oversight of audits and implementation of corrective action necessary to meet all requirements for government and regulatory bodies who oversee functions pertaining to the assigned program. Prepares reports, correspondence, and other information pertinent to the assigned program; may report and provide public presentations to a governing body, give presentations to the public and/or large audiences, or serve as official spokesperson to the media. Reviews, edits, and approves (in conjunction with the Office of General Counsel) certain custom and template contracts and prepares purchase requisitions; administers contracts for goods and/or services and may negotiate contract costs as well as terms and conditions with multiple vendors to maximize value and minimize cost of services to the State Bar. May prepare and manage the process of preparing agenda items for governing body meetings; may make presentations and defend recommendations. May provide direct legal advice to the State Bar on professional standards and other program related issues. May participate as member, chairperson and/or assist committees and task forces as assigned and represent the division/unit throughout the State Bar. 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 and the responsibilities described. Examples of Essential Duties of the Program Director I Duties may include, but are not limited to the following: Serves as a member of the Executive Management Team and establishes and maintains effective working 2 relationships with colleagues within the State Bar and professional relationships with external constituencies of the State Bar. Directs the development and timely implementation of departmental goals, policies, and strategic plans; manages the allocation of resources and service levels to meet client needs. Directs program administration in accordance with applicable rules, policies, regulation, laws, procedures, and other authorities. Determines and prioritizes, staff assignments, service levels and administrative systems required to accomplish a department's mission in an effective and efficient manner. Acts as the appointing authority for staff positions and trains and evaluates in accordance with procedures, and requirements pertaining to their positions. Oversees the development and implementation of operational policies, procedures, strategic plans, systems and related initiatives consistent with the established mission and operational standards of the State Bar. Oversees and initiates as appropriate, inter-office projects, programs and activities. Provides policy guidance and staff assistance to the Board of Trustees and its Discipline System Oversight Committee. Provides timely responses to inquiries from the public, Board Members, the Judiciary, the Legislature, the Governor's Office, and other constituencies in coordination with the Executive Director/CEO. Oversees the preparation and administration of the budget and oversees the management of the resources and program personnel within institutional parameters and consistent with Business and Professions Code Section 6079.1(d), subject to the general oversight of the DCEO. Employment Standards of the Program Manager I Knowledge of: Legal and technical expertise pertinent to the assigned program area. Principles and techniques of public relations. Principles of effective project management. Methods and techniques of conflict resolution and negotiation. Principles and practices of budget preparation and administration. Methods and techniques of research, analysis, and data-driven decision making. Principles and practices of program development, administration, and evaluation. Federal, state, and local, laws, rules, regulations, policies, processes, and trends pertinent to the assigned program area. Principles and practices of management and supervision, including planning, organizing, assigning, and reviewing work, performance appraisal and discipline, and employee selection and development. Modern office procedures, methods, and equipment, including various software programs such as database, spreadsheet, word processing, project management software, and other computer applications and hardware pertaining to the assigned program area. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Ability to: Receive and relay detailed information through verbal and written communication. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform under stress and adopt effective courses of action. Effectively interact with others. Effectively address conflict. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Lead others to accomplish program and project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs, and adopt and effectively implement courses of action. Employment Standards of the Program Director I Knowledge of: Federal, state, and local rules and regulations pertaining to activities and programs of a specific department. Advanced principles of administration in a government, legal, judicial or related environment. Advance survey techniques and statistical methods. Advanced principles of strategic planning, operations, policy development and implementation. Advanced principles of office management, budgeting, administration and supervision. Advanced principles of problem identification, analysis and resolution. Principles of computerized data and word processing systems including Internet and website usage. Principles of centralized information and data-based record keeping systems. Advanced principles of effective writing and verbal presentation including public speaking. Advanced principles of media communication. Advanced principles of public relations/customer service. Advanced principles of board and committee administration. Advanced principles of organizational behavior and conflict resolution. Advanced principles of public policy research and analysis. Advanced principles of effective institutional communication in dealing with diverse constituencies. Advanced principles of effective personnel management in a union environment. Advanced principles of the administration of justice in California. Principles of the legislative process and government relations. Functional expertise associated with a department's mission. Ability to: Provide leadership direction and develop staff and programs to meet evolving strategic initiatives. Communicate clearly, effectively and professionally in person, by telephone, by computer and in writing. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs to and adopt and effectively implement courses of action. Effectively interact with others in an interactive office. Effectively address conflict. Minimum Qualifications of the Program Manager I: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum five (5) years of experience at and/or above the journey-level that included responsibility for such professional-level activities such as budgeting, administrative analysis, program development, marketing, evaluation, human resources management, and/or work contributing to the development of operational procedures or plans. Minimum three (3) years' management/supervisory experience administering personnel and budget requirements. 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. License, Certificate, Registration Requirements: Juris Doctorate and/or special qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. Minimum Qualifications of the Program Director I: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum eight (8) years' progressively responsible experience in related program administration. Minimum four (4) years' senior management/supervisory experience in administering personnel and budget requirements. Master's degree is preferred and may substitute for up to two years of experience. Applicants meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: Juris Doctorate and/or special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.
Mar 08, 2024
Full Time
Job Description Office of Access and Inclusion Annual Salary Range for Program Manager I: $120,729 - $160,952 Annual Salary Range for Program Director I: $156,242 - $208,323 FLSA Exempt / Non-Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion brings together grantmaking of the Legal Services Trust Fund, policymaking of the Center on Access to Justice, and the State Bar's diversity work. The Office seeks a Principal Program Analyst or a Program Manager I to manage the grantmaking and Interest on Lawyers' Trust Fund Accounts (IOLTA) programs of the Office of Access & Inclusion (OAI). The IOLTA program ensures that eligible IOLTA-banking institutions comply with program requirements and the revenue generated from the interest on these IOLTA accounts is collected and distributed as legal aid grants. Approximately $150 million is distributed annually in IOLTA and other legal aid grants to nonprofits providing free civil legal services in California. About the Job The Office of Access & Inclusion is seeking a Program Director I or a Program Manager I who will be responsible for managing the distribution of over $190 million annually in legal funding to over 110 legal aid nonprofit organizations. The incumbent will be tasked with developing and overseeing all policy and operational decisions related to the administration of over eight distinct grant programs, including $120 million worth of homelessness prevention grants as well as IOLTA, Equal Access Funds, consumer debt legal assistance, foreclosure prevention, partnership, and CARE court grants. Additional responsibilities include: Designing and implementing new grant programs Oversee the IOLTA compliance team, ensuring that banks are remitting at the appropriate interest rates and evaluating whether current rules and policies meet the current needs of the State Bar and the Legal Services Trust Fund Commission. Establishing benchmarks and office goals related to grants administration, including streamlining processes and enhancing monitoring of grantees. Engaging in legislative advocacy to increase funding for legal aid, including determining priorities and strategies as well as drafting budget proposals. Represent the State Bar with a variety of high-profile stakeholders, including interfacing with representatives from other state agencies and legislative staff. This position will oversee approximately 20 staff, including at least four direct reports. About this Recruitment The Office of Access and Inclusion, is seeking to fill one position at either Program Manager I or Program Director I level. After completion of the selection process, an offer will be extended to the selected candidate at the level that is commensurate with the candidate's experience. Definition for the Program Manager I Under administrative direction, the Program Manager is responsible for the design, organization, administration, supervision, evaluation, marketing, and/or fiscal management of an operational program or function. A Program Manager performs work of significant responsibility, complexity, and oversight. This includes responsibility for the strategic development and administration of policies, procedures, budgets, and plans, as well as, managing the day-to-day operations of the assigned functional areas. Definition for the Program Director I The Program Director (I, II, and III) is a member of the State Bar's Executive Management Team and creates the mission and long-term vision of an assigned department, or broad-based, program consistent with the policy parameters established by the Board of Trustees and defined in the Business & Professions Code. Incumbents make policy decisions of critical impact affecting the State Bar of California and assume ultimate responsibility for all programs and activities of the assigned department. The Program Director is responsible for overseeing, planning, organizing and directing the administration of State Bar programs based on effective responsiveness to the public and/or other client needs; oversees the development of strategic plans and interim goals; establishes policies and determines priorities; adjusts plans to respond to emerging and/or urgent issues; directs the allocation of resources to achieve timely outcomes and measurable goals within budget guidelines; serves as the appointing authority; and performs related duties as required. Distinguishing Characteristics for the Program Manager I While specific duties of individual positions vary, there are common factors of supervision; responsibility for preparation, analysis, and control of the program's budget and expenditures; and liaison activities with other units in coordinating business and service functions. The determination of the specific classification level is based upon the relative size, complexity, and visibility of the program involved as well as the scope of supervisory responsibility and level of technical expertise and qualifications necessary to manage the program. This class level has the responsibility for managing day-to-day operations of a smaller sized program function that provides support to a larger program or executive and does not typically require a Juris Doctorate and/or specialized qualifications to appropriately perform the essential duties. Incumbents report to a Program Director. Distinguishing Characteristics of the Program Director I Levels in the Program Director classes are generally based on, but are not limited to, the department's organizational complexity and size, nature and number of functions and programs, and classification level or types of positions managed. Consideration may also be given to any legally mandated minimum qualifications for a specific position. Classification levels: Program Director I: This class level has the responsibility for the direction of a small-sized program function which provides support to a larger program or executive (Director, Programs III or above) Program activities are typically carried out by administrative or clerical support staff (guide: Executive, Professional Competence, and Client Security Fund). Examples Of Essential Duties of the Program Manager I Duties may include, but are not limited to the following: Plans, implements, directs, and evaluates all components of a division or operation within the organization. Establishes and executes operational policies, procedures, strategic goals, and plans, and/or standards pertinent to initiatives that fall under the scope of the assigned program. Trains, supervises, and evaluates the performance of assigned staff, including prioritizing, delegating, and reviewing work assignments, monitoring performance, and providing coaching for performance improvement and development; takes disciplinary action, up to and including termination, to address performance deficiencies. Prepares and disseminates information to the public and staff regarding the assigned operational program, including information pertaining to initiatives and events and targeted community outreach; disseminates information via social media campaigns, and manages website content for the State Bar. Develops and administers program and/or operating budgets, including establishing and maintaining expenditure controls, analyzing, and evaluating budget proposals and expenditures, and ensuring that expenditures and operations remain within established budget limitations and comply with organization and contract requirements; may manage program finances to ensure effective revenue collection. Designs and administers comprehensive mechanisms to monitor and evaluate programs, data, and measure performance to ensure organizational resources are wisely invested; may develop, validate, and administer various psychometric testing programs which are reliable, defensible, and highly predictive. Ensures that program decisions are made in accordance with statutory, case law and/or other applicable rules, policies, and procedures. Conducts extensive studies related to budgets, administrative analysis, financial projections, staffing, operations, systems analysis and/or general administrative matters and prepares recommendations using qualitative and quantitative data. Develops and maintains strong collaborative relationships with staff, governing boards, elected officials, community representatives and all other stakeholders to ensure open communication, the sharing of information, and implementation of program specific changes and improvements. Plans, organizes, oversees, manages, and evaluates projects and cases related to the assigned program. Performs compliance monitoring, including the oversight of audits and implementation of corrective action necessary to meet all requirements for government and regulatory bodies who oversee functions pertaining to the assigned program. Prepares reports, correspondence, and other information pertinent to the assigned program; may report and provide public presentations to a governing body, give presentations to the public and/or large audiences, or serve as official spokesperson to the media. Reviews, edits, and approves (in conjunction with the Office of General Counsel) certain custom and template contracts and prepares purchase requisitions; administers contracts for goods and/or services and may negotiate contract costs as well as terms and conditions with multiple vendors to maximize value and minimize cost of services to the State Bar. May prepare and manage the process of preparing agenda items for governing body meetings; may make presentations and defend recommendations. May provide direct legal advice to the State Bar on professional standards and other program related issues. May participate as member, chairperson and/or assist committees and task forces as assigned and represent the division/unit throughout the State Bar. 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 and the responsibilities described. Examples of Essential Duties of the Program Director I Duties may include, but are not limited to the following: Serves as a member of the Executive Management Team and establishes and maintains effective working 2 relationships with colleagues within the State Bar and professional relationships with external constituencies of the State Bar. Directs the development and timely implementation of departmental goals, policies, and strategic plans; manages the allocation of resources and service levels to meet client needs. Directs program administration in accordance with applicable rules, policies, regulation, laws, procedures, and other authorities. Determines and prioritizes, staff assignments, service levels and administrative systems required to accomplish a department's mission in an effective and efficient manner. Acts as the appointing authority for staff positions and trains and evaluates in accordance with procedures, and requirements pertaining to their positions. Oversees the development and implementation of operational policies, procedures, strategic plans, systems and related initiatives consistent with the established mission and operational standards of the State Bar. Oversees and initiates as appropriate, inter-office projects, programs and activities. Provides policy guidance and staff assistance to the Board of Trustees and its Discipline System Oversight Committee. Provides timely responses to inquiries from the public, Board Members, the Judiciary, the Legislature, the Governor's Office, and other constituencies in coordination with the Executive Director/CEO. Oversees the preparation and administration of the budget and oversees the management of the resources and program personnel within institutional parameters and consistent with Business and Professions Code Section 6079.1(d), subject to the general oversight of the DCEO. Employment Standards of the Program Manager I Knowledge of: Legal and technical expertise pertinent to the assigned program area. Principles and techniques of public relations. Principles of effective project management. Methods and techniques of conflict resolution and negotiation. Principles and practices of budget preparation and administration. Methods and techniques of research, analysis, and data-driven decision making. Principles and practices of program development, administration, and evaluation. Federal, state, and local, laws, rules, regulations, policies, processes, and trends pertinent to the assigned program area. Principles and practices of management and supervision, including planning, organizing, assigning, and reviewing work, performance appraisal and discipline, and employee selection and development. Modern office procedures, methods, and equipment, including various software programs such as database, spreadsheet, word processing, project management software, and other computer applications and hardware pertaining to the assigned program area. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Ability to: Receive and relay detailed information through verbal and written communication. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform under stress and adopt effective courses of action. Effectively interact with others. Effectively address conflict. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Lead others to accomplish program and project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs, and adopt and effectively implement courses of action. Employment Standards of the Program Director I Knowledge of: Federal, state, and local rules and regulations pertaining to activities and programs of a specific department. Advanced principles of administration in a government, legal, judicial or related environment. Advance survey techniques and statistical methods. Advanced principles of strategic planning, operations, policy development and implementation. Advanced principles of office management, budgeting, administration and supervision. Advanced principles of problem identification, analysis and resolution. Principles of computerized data and word processing systems including Internet and website usage. Principles of centralized information and data-based record keeping systems. Advanced principles of effective writing and verbal presentation including public speaking. Advanced principles of media communication. Advanced principles of public relations/customer service. Advanced principles of board and committee administration. Advanced principles of organizational behavior and conflict resolution. Advanced principles of public policy research and analysis. Advanced principles of effective institutional communication in dealing with diverse constituencies. Advanced principles of effective personnel management in a union environment. Advanced principles of the administration of justice in California. Principles of the legislative process and government relations. Functional expertise associated with a department's mission. Ability to: Provide leadership direction and develop staff and programs to meet evolving strategic initiatives. Communicate clearly, effectively and professionally in person, by telephone, by computer and in writing. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs to and adopt and effectively implement courses of action. Effectively interact with others in an interactive office. Effectively address conflict. Minimum Qualifications of the Program Manager I: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum five (5) years of experience at and/or above the journey-level that included responsibility for such professional-level activities such as budgeting, administrative analysis, program development, marketing, evaluation, human resources management, and/or work contributing to the development of operational procedures or plans. Minimum three (3) years' management/supervisory experience administering personnel and budget requirements. 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. License, Certificate, Registration Requirements: Juris Doctorate and/or special qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. Minimum Qualifications of the Program Director I: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum eight (8) years' progressively responsible experience in related program administration. Minimum four (4) years' senior management/supervisory experience in administering personnel and budget requirements. Master's degree is preferred and may substitute for up to two years of experience. Applicants meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: Juris Doctorate and/or special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.
STATE BAR OF CALIFORNIA
San Francisco, CA, United States
Job Description Office of Access and Inclusion Annual Salary Range for Program Manager I: $120,729 - $160,952 Annual Salary Range for Program Director I: $156,242 - $208,323 FLSA Exempt / Non-Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion brings together grantmaking of the Legal Services Trust Fund, policymaking of the Center on Access to Justice, and the State Bar's diversity work. The Office seeks a Principal Program Analyst or a Program Manager I to manage the grantmaking and Interest on Lawyers' Trust Fund Accounts (IOLTA) programs of the Office of Access & Inclusion (OAI). The IOLTA program ensures that eligible IOLTA-banking institutions comply with program requirements and the revenue generated from the interest on these IOLTA accounts is collected and distributed as legal aid grants. Approximately $150 million is distributed annually in IOLTA and other legal aid grants to nonprofits providing free civil legal services in California. About the Job The Office of Access & Inclusion is seeking a Program Director I or a Program Manager I who will be responsible for managing the distribution of over $190 million annually in legal funding to over 110 legal aid nonprofit organizations. The incumbent will be tasked with developing and overseeing all policy and operational decisions related to the administration of over eight distinct grant programs, including $120 million worth of homelessness prevention grants as well as IOLTA, Equal Access Funds, consumer debt legal assistance, foreclosure prevention, partnership, and CARE court grants. Additional responsibilities include: Designing and implementing new grant programs Oversee the IOLTA compliance team, ensuring that banks are remitting at the appropriate interest rates and evaluating whether current rules and policies meet the current needs of the State Bar and the Legal Services Trust Fund Commission. Establishing benchmarks and office goals related to grants administration, including streamlining processes and enhancing monitoring of grantees. Engaging in legislative advocacy to increase funding for legal aid, including determining priorities and strategies as well as drafting budget proposals. Represent the State Bar with a variety of high-profile stakeholders, including interfacing with representatives from other state agencies and legislative staff. This position will oversee approximately 20 staff, including at least four direct reports. About this Recruitment The Office of Access and Inclusion, is seeking to fill one position at either Program Manager I or Program Director I level. After completion of the selection process, an offer will be extended to the selected candidate at the level that is commensurate with the candidate's experience. Definition for the Program Manager I Under administrative direction, the Program Manager is responsible for the design, organization, administration, supervision, evaluation, marketing, and/or fiscal management of an operational program or function. A Program Manager performs work of significant responsibility, complexity, and oversight. This includes responsibility for the strategic development and administration of policies, procedures, budgets, and plans, as well as, managing the day-to-day operations of the assigned functional areas. Definition for the Program Director I The Program Director (I, II, and III) is a member of the State Bar's Executive Management Team and creates the mission and long-term vision of an assigned department, or broad-based, program consistent with the policy parameters established by the Board of Trustees and defined in the Business & Professions Code. Incumbents make policy decisions of critical impact affecting the State Bar of California and assume ultimate responsibility for all programs and activities of the assigned department. The Program Director is responsible for overseeing, planning, organizing and directing the administration of State Bar programs based on effective responsiveness to the public and/or other client needs; oversees the development of strategic plans and interim goals; establishes policies and determines priorities; adjusts plans to respond to emerging and/or urgent issues; directs the allocation of resources to achieve timely outcomes and measurable goals within budget guidelines; serves as the appointing authority; and performs related duties as required. Distinguishing Characteristics for the Program Manager I While specific duties of individual positions vary, there are common factors of supervision; responsibility for preparation, analysis, and control of the program's budget and expenditures; and liaison activities with other units in coordinating business and service functions. The determination of the specific classification level is based upon the relative size, complexity, and visibility of the program involved as well as the scope of supervisory responsibility and level of technical expertise and qualifications necessary to manage the program. This class level has the responsibility for managing day-to-day operations of a smaller sized program function that provides support to a larger program or executive and does not typically require a Juris Doctorate and/or specialized qualifications to appropriately perform the essential duties. Incumbents report to a Program Director. Distinguishing Characteristics of the Program Director I Levels in the Program Director classes are generally based on, but are not limited to, the department's organizational complexity and size, nature and number of functions and programs, and classification level or types of positions managed. Consideration may also be given to any legally mandated minimum qualifications for a specific position. Classification levels: Program Director I: This class level has the responsibility for the direction of a small-sized program function which provides support to a larger program or executive (Director, Programs III or above) Program activities are typically carried out by administrative or clerical support staff (guide: Executive, Professional Competence, and Client Security Fund). Examples Of Essential Duties of the Program Manager I Duties may include, but are not limited to the following: Plans, implements, directs, and evaluates all components of a division or operation within the organization. Establishes and executes operational policies, procedures, strategic goals, and plans, and/or standards pertinent to initiatives that fall under the scope of the assigned program. Trains, supervises, and evaluates the performance of assigned staff, including prioritizing, delegating, and reviewing work assignments, monitoring performance, and providing coaching for performance improvement and development; takes disciplinary action, up to and including termination, to address performance deficiencies. Prepares and disseminates information to the public and staff regarding the assigned operational program, including information pertaining to initiatives and events and targeted community outreach; disseminates information via social media campaigns, and manages website content for the State Bar. Develops and administers program and/or operating budgets, including establishing and maintaining expenditure controls, analyzing, and evaluating budget proposals and expenditures, and ensuring that expenditures and operations remain within established budget limitations and comply with organization and contract requirements; may manage program finances to ensure effective revenue collection. Designs and administers comprehensive mechanisms to monitor and evaluate programs, data, and measure performance to ensure organizational resources are wisely invested; may develop, validate, and administer various psychometric testing programs which are reliable, defensible, and highly predictive. Ensures that program decisions are made in accordance with statutory, case law and/or other applicable rules, policies, and procedures. Conducts extensive studies related to budgets, administrative analysis, financial projections, staffing, operations, systems analysis and/or general administrative matters and prepares recommendations using qualitative and quantitative data. Develops and maintains strong collaborative relationships with staff, governing boards, elected officials, community representatives and all other stakeholders to ensure open communication, the sharing of information, and implementation of program specific changes and improvements. Plans, organizes, oversees, manages, and evaluates projects and cases related to the assigned program. Performs compliance monitoring, including the oversight of audits and implementation of corrective action necessary to meet all requirements for government and regulatory bodies who oversee functions pertaining to the assigned program. Prepares reports, correspondence, and other information pertinent to the assigned program; may report and provide public presentations to a governing body, give presentations to the public and/or large audiences, or serve as official spokesperson to the media. Reviews, edits, and approves (in conjunction with the Office of General Counsel) certain custom and template contracts and prepares purchase requisitions; administers contracts for goods and/or services and may negotiate contract costs as well as terms and conditions with multiple vendors to maximize value and minimize cost of services to the State Bar. May prepare and manage the process of preparing agenda items for governing body meetings; may make presentations and defend recommendations. May provide direct legal advice to the State Bar on professional standards and other program related issues. May participate as member, chairperson and/or assist committees and task forces as assigned and represent the division/unit throughout the State Bar. 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 and the responsibilities described. Examples of Essential Duties of the Program Director I Duties may include, but are not limited to the following: Serves as a member of the Executive Management Team and establishes and maintains effective working 2 relationships with colleagues within the State Bar and professional relationships with external constituencies of the State Bar. Directs the development and timely implementation of departmental goals, policies, and strategic plans; manages the allocation of resources and service levels to meet client needs. Directs program administration in accordance with applicable rules, policies, regulation, laws, procedures, and other authorities. Determines and prioritizes, staff assignments, service levels and administrative systems required to accomplish a department's mission in an effective and efficient manner. Acts as the appointing authority for staff positions and trains and evaluates in accordance with procedures, and requirements pertaining to their positions. Oversees the development and implementation of operational policies, procedures, strategic plans, systems and related initiatives consistent with the established mission and operational standards of the State Bar. Oversees and initiates as appropriate, inter-office projects, programs and activities. Provides policy guidance and staff assistance to the Board of Trustees and its Discipline System Oversight Committee. Provides timely responses to inquiries from the public, Board Members, the Judiciary, the Legislature, the Governor's Office, and other constituencies in coordination with the Executive Director/CEO. Oversees the preparation and administration of the budget and oversees the management of the resources and program personnel within institutional parameters and consistent with Business and Professions Code Section 6079.1(d), subject to the general oversight of the DCEO. Employment Standards of the Program Manager I Knowledge of: Legal and technical expertise pertinent to the assigned program area. Principles and techniques of public relations. Principles of effective project management. Methods and techniques of conflict resolution and negotiation. Principles and practices of budget preparation and administration. Methods and techniques of research, analysis, and data-driven decision making. Principles and practices of program development, administration, and evaluation. Federal, state, and local, laws, rules, regulations, policies, processes, and trends pertinent to the assigned program area. Principles and practices of management and supervision, including planning, organizing, assigning, and reviewing work, performance appraisal and discipline, and employee selection and development. Modern office procedures, methods, and equipment, including various software programs such as database, spreadsheet, word processing, project management software, and other computer applications and hardware pertaining to the assigned program area. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Ability to: Receive and relay detailed information through verbal and written communication. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform under stress and adopt effective courses of action. Effectively interact with others. Effectively address conflict. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Lead others to accomplish program and project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs, and adopt and effectively implement courses of action. Employment Standards of the Program Director I Knowledge of: Federal, state, and local rules and regulations pertaining to activities and programs of a specific department. Advanced principles of administration in a government, legal, judicial or related environment. Advance survey techniques and statistical methods. Advanced principles of strategic planning, operations, policy development and implementation. Advanced principles of office management, budgeting, administration and supervision. Advanced principles of problem identification, analysis and resolution. Principles of computerized data and word processing systems including Internet and website usage. Principles of centralized information and data-based record keeping systems. Advanced principles of effective writing and verbal presentation including public speaking. Advanced principles of media communication. Advanced principles of public relations/customer service. Advanced principles of board and committee administration. Advanced principles of organizational behavior and conflict resolution. Advanced principles of public policy research and analysis. Advanced principles of effective institutional communication in dealing with diverse constituencies. Advanced principles of effective personnel management in a union environment. Advanced principles of the administration of justice in California. Principles of the legislative process and government relations. Functional expertise associated with a department's mission. Ability to: Provide leadership direction and develop staff and programs to meet evolving strategic initiatives. Communicate clearly, effectively and professionally in person, by telephone, by computer and in writing. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs to and adopt and effectively implement courses of action. Effectively interact with others in an interactive office. Effectively address conflict. Minimum Qualifications of the Program Manager I: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum five (5) years of experience at and/or above the journey-level that included responsibility for such professional-level activities such as budgeting, administrative analysis, program development, marketing, evaluation, human resources management, and/or work contributing to the development of operational procedures or plans. Minimum three (3) years' management/supervisory experience administering personnel and budget requirements. 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. License, Certificate, Registration Requirements: Juris Doctorate and/or special qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. Minimum Qualifications of the Program Director I: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum eight (8) years' progressively responsible experience in related program administration. Minimum four (4) years' senior management/supervisory experience in administering personnel and budget requirements. Master's degree is preferred and may substitute for up to two years of experience. Applicants meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: Juris Doctorate and/or special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.
Mar 08, 2024
Full Time
Job Description Office of Access and Inclusion Annual Salary Range for Program Manager I: $120,729 - $160,952 Annual Salary Range for Program Director I: $156,242 - $208,323 FLSA Exempt / Non-Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion brings together grantmaking of the Legal Services Trust Fund, policymaking of the Center on Access to Justice, and the State Bar's diversity work. The Office seeks a Principal Program Analyst or a Program Manager I to manage the grantmaking and Interest on Lawyers' Trust Fund Accounts (IOLTA) programs of the Office of Access & Inclusion (OAI). The IOLTA program ensures that eligible IOLTA-banking institutions comply with program requirements and the revenue generated from the interest on these IOLTA accounts is collected and distributed as legal aid grants. Approximately $150 million is distributed annually in IOLTA and other legal aid grants to nonprofits providing free civil legal services in California. About the Job The Office of Access & Inclusion is seeking a Program Director I or a Program Manager I who will be responsible for managing the distribution of over $190 million annually in legal funding to over 110 legal aid nonprofit organizations. The incumbent will be tasked with developing and overseeing all policy and operational decisions related to the administration of over eight distinct grant programs, including $120 million worth of homelessness prevention grants as well as IOLTA, Equal Access Funds, consumer debt legal assistance, foreclosure prevention, partnership, and CARE court grants. Additional responsibilities include: Designing and implementing new grant programs Oversee the IOLTA compliance team, ensuring that banks are remitting at the appropriate interest rates and evaluating whether current rules and policies meet the current needs of the State Bar and the Legal Services Trust Fund Commission. Establishing benchmarks and office goals related to grants administration, including streamlining processes and enhancing monitoring of grantees. Engaging in legislative advocacy to increase funding for legal aid, including determining priorities and strategies as well as drafting budget proposals. Represent the State Bar with a variety of high-profile stakeholders, including interfacing with representatives from other state agencies and legislative staff. This position will oversee approximately 20 staff, including at least four direct reports. About this Recruitment The Office of Access and Inclusion, is seeking to fill one position at either Program Manager I or Program Director I level. After completion of the selection process, an offer will be extended to the selected candidate at the level that is commensurate with the candidate's experience. Definition for the Program Manager I Under administrative direction, the Program Manager is responsible for the design, organization, administration, supervision, evaluation, marketing, and/or fiscal management of an operational program or function. A Program Manager performs work of significant responsibility, complexity, and oversight. This includes responsibility for the strategic development and administration of policies, procedures, budgets, and plans, as well as, managing the day-to-day operations of the assigned functional areas. Definition for the Program Director I The Program Director (I, II, and III) is a member of the State Bar's Executive Management Team and creates the mission and long-term vision of an assigned department, or broad-based, program consistent with the policy parameters established by the Board of Trustees and defined in the Business & Professions Code. Incumbents make policy decisions of critical impact affecting the State Bar of California and assume ultimate responsibility for all programs and activities of the assigned department. The Program Director is responsible for overseeing, planning, organizing and directing the administration of State Bar programs based on effective responsiveness to the public and/or other client needs; oversees the development of strategic plans and interim goals; establishes policies and determines priorities; adjusts plans to respond to emerging and/or urgent issues; directs the allocation of resources to achieve timely outcomes and measurable goals within budget guidelines; serves as the appointing authority; and performs related duties as required. Distinguishing Characteristics for the Program Manager I While specific duties of individual positions vary, there are common factors of supervision; responsibility for preparation, analysis, and control of the program's budget and expenditures; and liaison activities with other units in coordinating business and service functions. The determination of the specific classification level is based upon the relative size, complexity, and visibility of the program involved as well as the scope of supervisory responsibility and level of technical expertise and qualifications necessary to manage the program. This class level has the responsibility for managing day-to-day operations of a smaller sized program function that provides support to a larger program or executive and does not typically require a Juris Doctorate and/or specialized qualifications to appropriately perform the essential duties. Incumbents report to a Program Director. Distinguishing Characteristics of the Program Director I Levels in the Program Director classes are generally based on, but are not limited to, the department's organizational complexity and size, nature and number of functions and programs, and classification level or types of positions managed. Consideration may also be given to any legally mandated minimum qualifications for a specific position. Classification levels: Program Director I: This class level has the responsibility for the direction of a small-sized program function which provides support to a larger program or executive (Director, Programs III or above) Program activities are typically carried out by administrative or clerical support staff (guide: Executive, Professional Competence, and Client Security Fund). Examples Of Essential Duties of the Program Manager I Duties may include, but are not limited to the following: Plans, implements, directs, and evaluates all components of a division or operation within the organization. Establishes and executes operational policies, procedures, strategic goals, and plans, and/or standards pertinent to initiatives that fall under the scope of the assigned program. Trains, supervises, and evaluates the performance of assigned staff, including prioritizing, delegating, and reviewing work assignments, monitoring performance, and providing coaching for performance improvement and development; takes disciplinary action, up to and including termination, to address performance deficiencies. Prepares and disseminates information to the public and staff regarding the assigned operational program, including information pertaining to initiatives and events and targeted community outreach; disseminates information via social media campaigns, and manages website content for the State Bar. Develops and administers program and/or operating budgets, including establishing and maintaining expenditure controls, analyzing, and evaluating budget proposals and expenditures, and ensuring that expenditures and operations remain within established budget limitations and comply with organization and contract requirements; may manage program finances to ensure effective revenue collection. Designs and administers comprehensive mechanisms to monitor and evaluate programs, data, and measure performance to ensure organizational resources are wisely invested; may develop, validate, and administer various psychometric testing programs which are reliable, defensible, and highly predictive. Ensures that program decisions are made in accordance with statutory, case law and/or other applicable rules, policies, and procedures. Conducts extensive studies related to budgets, administrative analysis, financial projections, staffing, operations, systems analysis and/or general administrative matters and prepares recommendations using qualitative and quantitative data. Develops and maintains strong collaborative relationships with staff, governing boards, elected officials, community representatives and all other stakeholders to ensure open communication, the sharing of information, and implementation of program specific changes and improvements. Plans, organizes, oversees, manages, and evaluates projects and cases related to the assigned program. Performs compliance monitoring, including the oversight of audits and implementation of corrective action necessary to meet all requirements for government and regulatory bodies who oversee functions pertaining to the assigned program. Prepares reports, correspondence, and other information pertinent to the assigned program; may report and provide public presentations to a governing body, give presentations to the public and/or large audiences, or serve as official spokesperson to the media. Reviews, edits, and approves (in conjunction with the Office of General Counsel) certain custom and template contracts and prepares purchase requisitions; administers contracts for goods and/or services and may negotiate contract costs as well as terms and conditions with multiple vendors to maximize value and minimize cost of services to the State Bar. May prepare and manage the process of preparing agenda items for governing body meetings; may make presentations and defend recommendations. May provide direct legal advice to the State Bar on professional standards and other program related issues. May participate as member, chairperson and/or assist committees and task forces as assigned and represent the division/unit throughout the State Bar. 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 and the responsibilities described. Examples of Essential Duties of the Program Director I Duties may include, but are not limited to the following: Serves as a member of the Executive Management Team and establishes and maintains effective working 2 relationships with colleagues within the State Bar and professional relationships with external constituencies of the State Bar. Directs the development and timely implementation of departmental goals, policies, and strategic plans; manages the allocation of resources and service levels to meet client needs. Directs program administration in accordance with applicable rules, policies, regulation, laws, procedures, and other authorities. Determines and prioritizes, staff assignments, service levels and administrative systems required to accomplish a department's mission in an effective and efficient manner. Acts as the appointing authority for staff positions and trains and evaluates in accordance with procedures, and requirements pertaining to their positions. Oversees the development and implementation of operational policies, procedures, strategic plans, systems and related initiatives consistent with the established mission and operational standards of the State Bar. Oversees and initiates as appropriate, inter-office projects, programs and activities. Provides policy guidance and staff assistance to the Board of Trustees and its Discipline System Oversight Committee. Provides timely responses to inquiries from the public, Board Members, the Judiciary, the Legislature, the Governor's Office, and other constituencies in coordination with the Executive Director/CEO. Oversees the preparation and administration of the budget and oversees the management of the resources and program personnel within institutional parameters and consistent with Business and Professions Code Section 6079.1(d), subject to the general oversight of the DCEO. Employment Standards of the Program Manager I Knowledge of: Legal and technical expertise pertinent to the assigned program area. Principles and techniques of public relations. Principles of effective project management. Methods and techniques of conflict resolution and negotiation. Principles and practices of budget preparation and administration. Methods and techniques of research, analysis, and data-driven decision making. Principles and practices of program development, administration, and evaluation. Federal, state, and local, laws, rules, regulations, policies, processes, and trends pertinent to the assigned program area. Principles and practices of management and supervision, including planning, organizing, assigning, and reviewing work, performance appraisal and discipline, and employee selection and development. Modern office procedures, methods, and equipment, including various software programs such as database, spreadsheet, word processing, project management software, and other computer applications and hardware pertaining to the assigned program area. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Ability to: Receive and relay detailed information through verbal and written communication. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform under stress and adopt effective courses of action. Effectively interact with others. Effectively address conflict. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Lead others to accomplish program and project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs, and adopt and effectively implement courses of action. Employment Standards of the Program Director I Knowledge of: Federal, state, and local rules and regulations pertaining to activities and programs of a specific department. Advanced principles of administration in a government, legal, judicial or related environment. Advance survey techniques and statistical methods. Advanced principles of strategic planning, operations, policy development and implementation. Advanced principles of office management, budgeting, administration and supervision. Advanced principles of problem identification, analysis and resolution. Principles of computerized data and word processing systems including Internet and website usage. Principles of centralized information and data-based record keeping systems. Advanced principles of effective writing and verbal presentation including public speaking. Advanced principles of media communication. Advanced principles of public relations/customer service. Advanced principles of board and committee administration. Advanced principles of organizational behavior and conflict resolution. Advanced principles of public policy research and analysis. Advanced principles of effective institutional communication in dealing with diverse constituencies. Advanced principles of effective personnel management in a union environment. Advanced principles of the administration of justice in California. Principles of the legislative process and government relations. Functional expertise associated with a department's mission. Ability to: Provide leadership direction and develop staff and programs to meet evolving strategic initiatives. Communicate clearly, effectively and professionally in person, by telephone, by computer and in writing. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs to and adopt and effectively implement courses of action. Effectively interact with others in an interactive office. Effectively address conflict. Minimum Qualifications of the Program Manager I: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum five (5) years of experience at and/or above the journey-level that included responsibility for such professional-level activities such as budgeting, administrative analysis, program development, marketing, evaluation, human resources management, and/or work contributing to the development of operational procedures or plans. Minimum three (3) years' management/supervisory experience administering personnel and budget requirements. 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. License, Certificate, Registration Requirements: Juris Doctorate and/or special qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. Minimum Qualifications of the Program Director I: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum eight (8) years' progressively responsible experience in related program administration. Minimum four (4) years' senior management/supervisory experience in administering personnel and budget requirements. Master's degree is preferred and may substitute for up to two years of experience. Applicants meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: Juris Doctorate and/or special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.