Description and Essential Functions Connected by Amazing Employees
The City of Murrieta is accepting applications for the position of
Financial Analyst to fill one (1) current vacancy in our
Finance Department. The eligibility list established may be used to fill upcoming vacancies within this classification for up to one (1) year.
THE POSITION The ideal candidate will have prior municipal government experience conducting complex and varied financial analysis, including developing a multiyear budget with meaningful cost and revenue projections serving as the platform for long-term financial strategic planning.
DEFINITION Under direction, performs professional tasks in support of the City's financial management operations; prepares a diverse range of financial reports; reviews and evaluates departmental budget development and administration requests to ensure compliance with City budgetary policies, procedures, and established guidelines; reconciles complex financial transactions, and performs related work as required.
SUPERVISION RECEIVED AND EXERCISED Receives direction from the Finance Manager. Exercises no direct supervision over staff.
CLASS CHARACTERISTICS This journey-level classification is responsible for performing the full range of professional duties in support of the City's financial management operations, working independently, and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit.
ESSENTIAL FUNCTIONS - Performs professional tasks in support of the City's financial management operations; prepares a variety of analyses such as revenue and expenditures, variances, personnel costs, and related fiscal documents; develops revenue estimates and financial projections; documents assumptions; conducts sensitivity studies; develops and prepares recommendations
- Prepares and/or assists in the preparation of, a diverse range of financial reports, including grant reporting, expenditure/revenue budget to actual comparison, monthly fiscal reports, the City's Annual Comprehensive Financial Report (ACFR), and other periodic financial reports
- Conducts analysis of proposals; identifies issues and opportunities; assists with the development of alternative scenarios to improve service levels and lower costs
- Explains budgeting guidelines to departmental managers; participates in the review and evaluation of requests to ensure compliance with City policies, procedures, and established guidelines; responds to questions, provides information and support to departments
- Coordinates and/or initiates budget adjustments of departmental budgets and revenue estimates, as well as maintenance/updates of the budget financial system and related informational reports
- Participates in the preparation, review, evaluation, and monitoring of capital improvement program (CIP) plans and budgets; monitors and updates operating and capital budget adjustments and funding changes; reviews CIP requests for financial compliance
- Performs financial analysis and statistical computations for various financial models and cost allocation plans; prepares periodic and ad-hoc financial reports as assigned; researches and answers financial and budget inquiries submitted by staff, City management, citizens, other governmental agencies, and the City Council
- Prepares journal entries and reconciliations for complex accounting transactions such as debt issuance and refunding, capital assets acquisition, and related transactions; works with contractors, bond counsel, and fiscal intermediaries on various required year-end schedules, reports, and bond financing
- Provides assistance to department management, other City staff, and the public regarding fiscal or operational issues, policies, or procedures
- Participates in or directs and monitors assigned projects related to debt management, treasury management, and investments; performs research and statistical analysis; prepares and presents reports of findings and recommends appropriate action
- Provides assistance in the enhancement of the City's core financial system, including implementing new modules and re-configuring existing applications
- Compiles information and works with external parties/outside agencies on various City-wide financial audits; may lead and/or conduct audits
- Prepares and submits City Council agenda reports and various other commission, committee, and staff reports, resolutions, ordinances, and correspondence regarding assigned activities
- Prepares cost estimates for labor relations
- Observes and complies with City and mandated safety rules, regulations, and protocols
- Performs other duties as assigned
Minimum Qualifications EDUCATION AND EXPERIENCE A typical way to obtain the required qualifications would be:
- Equivalent to a bachelor's degree from an accredited college or university with major coursework in accounting, finance, or a related field, and
- Three (3) years of responsible experience in governmental accounting, finance, or a related field
LICENSES AND CERTIFICATIONS - Possession of, or ability to obtain and maintain, a valid California Driver's License or other means that would allow for the ability to commute to meetings, conduct site visits, and attend other special events throughout the county may be required at the time of hire
Knowledge, Skills and Abilities / Physical Demands and Environmental Conditions KNOWLEDGE OF - Principles and practices of municipal financial management including, but not limited to, budget development and administration, debt management, treasury management, investments, auditing, and general accounting
- Project and/or program management, analytical processes, and report preparation techniques
- Principles and practices of public agency budget development and administration
- Methods and techniques for administering sound financial management policies and procedures
- Organization and management practices as applied to the development, analysis, and evaluation of programs, policies, and operational needs of the assigned area of responsibility
- Research and financial reporting methods, techniques, and procedures
- Office of Management and Budget Circular (OMBC)
- Concepts and techniques of costing as it relates to budgeting, labor relations, and long-range financial planning
- Principles and techniques for working with groups and fostering effective team interaction to ensure teamwork is conducted smoothly
- Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to the assigned area of responsibility
- Operational characteristics of financial management technology systems
- Complex record-keeping principles and procedures
- City and mandated safety rules, regulations, and protocols
- Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff
- The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar
- Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed
ABILITY TO - Perform professional duties in support of the City's financial management programs
- Assist in developing and implementing goals, objectives, practices, policies, procedures, and work standards
- Coordinate and oversee budgeting, and financial reporting activities
- Plan and conduct effective financial and operational studies
- Conduct research on a wide variety of topics including contract feasibility, budget and staffing proposals, and operational alternatives
- Analyze, interpret, summarize, and present administrative and technical information and data in an effective manner
- Prepare clear and concise reports, correspondence, policies, procedures, and other written materials
- Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to the work performed
- Effectively represent the department and the City in meetings with governmental agencies; community groups; various business, professional, and regulatory organizations; and in meetings with individuals
- Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments
- Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines
- Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks
- Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax. Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work
PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds.
ENVIRONMENTAL CONDITIONS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
Supplemental Information APPLICATION PROCEDURE A City application form and resume must be submitted online. Applicants can apply online at www.MurrietaCA.gov .
SELECTION PROCESS Candidates must clearly demonstrate through their application materials that they meet the employment standards outlined above. All properly completed applications will be reviewed, and the most appropriately qualified individuals will be invited to continue in the selection process. Examinations for the position may consist of any combination of appraisal interviews, performance tests, and writing exercises to evaluate the applicant's skill, training, and experience for the position. Successful applicants will be placed on an eligibility list. The City may also merge lists. The selected candidate(s) must successfully complete pre-employment clearances, which include a pre-hire physical and Live Scan background investigation.
EQUAL EMPLOYMENT OPPORTUNITY The City of Murrieta is committed to providing equal employment opportunities to all employees and applicants for employment. All employment practices such as recruitment, selection, and promotions are administered in a manner designed to ensure that employees and applicants for employment are not subjected to discrimination on the basis of race, color, religion, sex, sexual orientation, national origin, age (over 40), marital or veteran status, genetic information, gender identity, gender expression, medical condition, disability, or any other basis that is inconsistent with federal, state or local laws.
THE COMMUNITY Located just north of San Diego County, the City of Murrieta is home to approximately 120,000 people. Central to all of Southern California, residents of Murrieta live in one of the safest cities in the U.S. With top-ranked schools, 53 parks, and 1,300 acres of parks, trails, and open space, it is consistently ranked the top place to live in SW Riverside County. With a dynamic business environment, one of the lowest unemployment rates in the state, and a high median income. Murrieta offers its residents an exceptional quality of life in an engaged and connected community.
THE CITY OF MURRIETA ORGANIZATIONAL VALUES Integrity We are ethical, honest, and fair in all we do.
Public Service We deliver responsive and caring service to our community, customers, colleagues, and region.
Professionalism We exemplify professionalism through our knowledge, accountability, initiative, and dedication.
Teamwork We thrive in a positive work environment noted for collaboration, support, diversity, and balance .
Leadership We demonstrate leadership, guide stewardship of resources, and cultivate a vision for the future .
MANAGEMENT & CONFIDENTIALThe following is a summary of the provided benefits to full-time employees in the represented unit. For further information, please refer to the unit's Salary Resolution or Agreement .
- RETIREMENT : The City participates inthe California Public Employees' Retirement System (CalPERS).
- Tier 1 (Classic Members hired prior to 12/30/2012)
- Formula: 2.7% at 55
- Member Contribution: 8.0% of compensation
- Final Compensation: Highest twelve (12) consecutive month period
Tier 2 (Classic Members hired on or after 12/30/2012)
- Formula: 2.0% at 60
- Member Contribution: 7.0% of compensation
- Final Compensation: Highest thirty-six (36) consecutive month period
Tier 3 (New Members)
- Formula: 2.0% at 62
- Member Contribution: 50% of normal cost (currently 8.0% of compensation)
- Final Compensation: Highest thirty-six (36) consecutive month period
MEDICAL INSURANCE : The City contributes up to $1,747.83 per month toward medical insurance for employees and their eligible dependents. RETIREE MEDICAL INSURANCE : Please refer to the M&C Compensation Plan for details. DENTAL INSURANCE : The City pays for 100% of the premium for the employee and their eligible dependents. VISION INSURANCE : The City pays for 100% of the premium for the employee and their eligible dependents. LIFE INSURANCE : The City pays for 100% of the premium for a life insurance policy equal to one time an employee's base salary. Additional life insurance is available. SHORT-TERM DISABILITY INSURANCE: The City pays 100% of the premium for the employee. LONG-TERM DISABILITY INSURANCE : The City pays 100% of the premium for the employee. DEFERRED COMPENSATION : Employees are eligible to participate in a deferred compensation plan through Nationwide Retirement Solutions. The City contributes a matching amount to the employee's account on a dollar-for-dollar basis, not to exceed the following amounts.
- $3,400 per year for Department Heads toward 401aplan.
- $3,000 per year for Managers towards the 457 plan.
- $2,000 per year for Confidentialtowards the 457 plan.
ANNUAL LEAVE AND HOLIDAYS : 192 hours of annual leave and 117hours of holiday leave. ADMIN LEAVE ACCRUAL : Department Heads and Management staff.
- Department Heads - 120 hrs per year.
- Management - 80 hrs per year.
AUTO ALLOWANCE : $300 per month DepartmentHeads only(Exception Fire & Police Chief) FLEX SCHEDULE : Administrative staff currently works a 9/80 alternative work schedule. Other schedule options (5/8, 4/10) may be available based on the City's operational needs. SPANISH LANGUAGE PAY : 2.5% of base pay for eligible members of the association who are fluent in Spanish. Eligibility is based on business necessity.
Note: The provisions of this summary do not constitute an expressed or implied contract. Any provision contained in this summary may be modified or revoked without notice. The types and levels of employee benefits provided, including City contributions toward benefit costs, are subject to change as a result of periodic revisions to the M&C Compensation Plan and the City of Murrieta.
01
The information provided in your application must support your selected answers in the supplemental questions. The information you provide will be verified and documentation may be required. Please be as honest and accurate as possible. You may be asked to demonstrate your knowledge and skills in a work sample or during an interview. By completing this supplemental questionnaire, you are attesting that the information you have provided is accurate. Any misstatements, omissions, or falsification of information may eliminate you from consideration or result in dismissal. "See resume" is not an acceptable answer to the questions.
- Yes, I understand and agree
- No, I do not agree
02
Please select your highest level of education.
- High School Diploma or Equivalent
- Some college
- Associate's Degree
- Bachelor's Degree
- Master's Degree
- Doctorate Degree
- I do not have a high school diploma or equivalent.
03
If you selected Bachelor's Degree or Higher in the previous question, please enter what field your degree is in.
04
Please indicate your experience in governmental budgetary, finance, and revenue analysis and projections activities, preferably in municipal government.
- No experience.
- Less than one year.
- More than one, but less than two years.
- More than two, but less than three years.
- More than three, but less than four years.
- More than four, but less than five years.
- More than five years.
05
For each position held, please briefly describe your professional experience in:
- Accounting (general, cost, accounts payable, accounts receivable)
- Budget development and administration
- Forecast development
- Treasury
Be sure to describe the sophistication and complexity of your described experience. In your response include your job title(s), name of employer(s), dates of employment and hours worked per week. If you do not have any applicable experience, please indicate N/A.
06
Which types of government agencies have you worked for? (Check all that apply)
- City Government
- County Government
- State Government
- Federal Government
- Tribal Government
- Special District
- Public Education
- None of the above
07
Which of the following areas do you have experience with? (Check all that apply)
- Budgets
- Special district financing/accounting
- Contract administration
- Capital project planning
- RFPs and bid process management
- Contract procurement
- Preparing staff reports for governing bodies
- Coding and tracking invoices
- Website updates (content, events, etc.)
08
If you made a selection in the previous question, please describe your experience. If you did not make a selection, please indicate N/A.
09
Do you possess experience with conducting financial, administrative, and/or management analyses and preparing reports from the outcomes of your analyses?
10
If you answered "Yes" to the previous question, please describe your experience. If you answered "No" to the previous question, please indicate N/A.
Required Question
Closing Date/Time: 8/14/2024 11:59 PM Pacific
