Management Analyst (Finance)

Description and Essential Functions


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The City of Murrieta is accepting applications for the position of Management Analyst to fill one (1) current vacancy in our Finance Department. The Management Analyst will serve as a key member and play a vital role in various projects. The eligibility list established may be used to fill upcoming vacancies within this classification for up to one (1) year.

POSITION
The City of Murrieta is seeking a highly-skilled, well-organized, business-oriented Management Analyst with a "can do" attitude to work in a fast-paced environment. The position requires a dedication to customer service, teamwork, excellent communication, interpersonal, presentation, and writing skills, the ability to effectively prioritize and multi-task while delivering quality results, and a commitment to maintaining a high level of ethical integrity, timeliness, and accuracy. Public Agency experience is highly desirable.
Some of the duties of a Management Analyst:

• Leads and participates in special projects.
• Recommend and implement departmental objectives, create or update policies and procedures, public relations, and process improvements.
• Assist with budget development , and financial audit as needed.
• Develops short and long-range program plans for the department to meet objectives established by the Director of Finance and the management team.

Thoroughly analyzes fiscal impact for programs and issues, requirements, and requests for services.
DEFINITION
Under direction, provides responsible analytical duties and complex staff support to a City department; coordinates, oversees, and participates in assigned administrative service areas, programs, and/or functions within assigned department; participates in policy development and strategic planning; develops, summarizes, and maintains administrative and fiscal records; coordinates assigned activities with other divisions, outside agencies, and the general public; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED
Receives direction from assigned supervisory or management personnel. May provide functional or technical direction to clerical support staff on a project basis.

CLASS CHARACTERISTICS
This journey-level professional classification develops and implements policies and procedures for a variety of projects and programs within an assigned department including budget administration, contract administration, management analysis, and program evaluation. Positions at this level perform the full range of duties as assigned, 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 Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job.

• Coordinates and performs professional-level work in assigned administrative service areas, programs, and/or functions, such as budget development, administration and analysis, financial analysis, and/or special staff projects for assigned department
• Participates in the development of department goals and objectives; participates in the development of the department budget
• Participates in and oversees the development and administration of departmental budgets; monitors revenues and expenditures; identifies and recommends resolutions for budgetary problems
• Participates in the development and implementation of new or revised programs, systems, procedures, and methods of operation; compiles and analyzes data and makes recommendations regarding staffing, equipment, and facility needs
• Collects, compiles, and analyzes information from various sources on a variety of specialized topics related to programs administered by the position or by management staff including complex financial, budget, or administrative issues or questions; prepares comprehensive technical records and reports to present and interpret data, identifies alternatives, and makes and justifies recommendations
• Conducts surveys and performs research and statistical analyses on administrative, fiscal, and operational problems or issues; monitors legislation and analyzes proposed legislation
• Serves as a liaison with employees, public, and private organizations, community groups, and other organizations; provides information and assistance to the public regarding the assigned programs and services; receives and responds to complaints and questions relating to assigned area of responsibility; reviews problems and recommends corrective actions
• Assists in the development and reporting of alternate funding sources and ensures compliance with Federal, State, City, and funding agency and City accounting and reporting requirements and applicable laws, regulations, and professional accounting practices
• Prepares and submits City Council agenda reports and various other commission, committee, and staff reports, resolutions, ordinances, and correspondence regarding assigned activities
• Confers with other management staff regarding provision of administrative and support services
• Maintains accurate records and files; develops storage of records and retention schedules
• Coordinates and organizes community events; represents City to residents in explaining City policies; provides outreach and public education programs to the community
• Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field related to the area of assignment; researches emerging products and enhancements and their applicability to City needs
• Develops and utilizes spreadsheets, databases and other computer applications required to carry out assigned studies, projects and reports
• Observes and complies with all City and mandated safety rules, regulations, and protocols
• Performs other duties as assigned

Minimum Qualifications

EDUCATION AND EXPERIENCE
Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:
Required:

• Equivalent to a bachelor's degree from an accredited college or university with major coursework in business administration, public administration, or a related field and
• Three (3) years of professional administrative, analytic, or budgetary experience, preferably within a government agency

Or

• Three (3) years of experience equivalent to a Assistant Management Analyst with the City of Murrieta
  

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 management and government
• 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 reporting methods, techniques, and procedures including sources of information related to a broad range of municipal programs, services, and administration
• Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility
• Complex arithmetic and statistical techniques
• Project and/or program management, analytical processes, and report preparation techniques; municipal programs and other related governmental programs
• Public agency budget development and administration; sound financial management policies and procedures
• Principles and practices of contract administration
• Principles and techniques for working with groups and fostering effective team interaction to ensure teamwork is conducted smoothly
• Record-keeping principles and procedures
• Principles of providing functional direction and training
• 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

• Coordinate and oversee programmatic administrative, budgeting, and fiscal reporting activities
• Plan and conduct effective management, administrative, and operational studies
• Analyze, interpret, summarize, and present administrative and technical information and data in an effective manner
• Conduct complex research projects on a wide variety of topics, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports
• Plan, organize, and carry out assignments from management staff with minimal supervision
• Prepare clear and concise reports, correspondence, policies, procedures, and other written materials
• Interpret, and apply all pertinent laws, codes, regulations, policies, and procedures, and standards relevant to work performed
• Maintain accurate files and records
• Analyze situations and identify pertinent problems/issues; collect relevant information; evaluate realistic options; and recommend/implement appropriate course of action
• Research, analyze, and evaluate new service delivery methods, procedures, and techniques
• Assist in developing and implementing goals, objectives, practices, policies, procedures, and work standards
• Plan, organize, and coordinate the work of assigned staff
• Effectively provide staff leadership and work direction
• 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 and to operate a motor vehicle to visit various City and meeting sites; 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 interview, performance test and writing exercise 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 may include a physical, drug screen, 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 116,000 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, 52 parks, and 1,300 acres of trails, it is consistently ranked the top place to live in Southwest Riverside County. Murrieta has a dynamic business environment, an educated population, and a high median income. All of these attributes support the exceptional quality of life residents enjoy and the engaged and connected community that sets Murrieta apart from the rest.

THE CITY OF MURRIETA ORGANIZATIONAL VALUES
Integrity
We are ethical, honest, and fair in all we do.
Public Service
We deliver responsive and caring service to our community, customers, colleagues, and region.
Professionalism
We exemplify professionalism through our knowledge, accountability, initiative, and dedication.
Teamwork
We thrive in a positive work environment noted for collaboration, support, diversity, and balance .
Leadership
We demonstrate leadership, guide stewardship of resources, and cultivate a vision for the future .

MANAGEMENT & CONFIDENTIAL
The following is a summary of the provided benefits to full-time employees in the represented unit. For further information, please refer to the unit's Salary Resolution or Agreement .

• RETIREMENT : The City participates inthe California Public Employees' Retirement System (CalPERS).
  • Tier 1 (Classic Members hired prior to 12/30/2012)
    • Formula: 2.7% at 55
    • Member Contribution: 8.0% of compensation
    • Final Compensation: Highest twelve (12) consecutive month period

Tier 2 (Classic Members hired on or after 12/30/2012)

• Formula: 2.0% at 60
• Member Contribution: 7.0% of compensation
• Final Compensation: Highest thirty-six (36) consecutive month period

Tier 3 (New Members)

• Formula: 2.0% at 62
• Member Contribution: 50% of normal cost (currently 8.0% of compensation)
• Final Compensation: Highest thirty-six (36) consecutive month period

MEDICAL INSURANCE : The City contributes up to $1,747.83 per month toward medical insurance for employees and their eligible dependents. RETIREE MEDICAL INSURANCE : Please refer to the M&C Compensation Plan for details. DENTAL INSURANCE : The City pays for 100% of the premium for the employee and their eligible dependents. VISION INSURANCE : The City pays for 100% of the premium for the employee and their eligible dependents. LIFE INSURANCE : The City pays for 100% of the premium for a life insurance policy equal to one time an employee's base salary. Additional life insurance is available. SHORT-TERM DISABILITY INSURANCE: The City pays 100% of the premium for the employee. LONG-TERM DISABILITY INSURANCE : The City pays 100% of the premium for the employee. DEFERRED COMPENSATION : Employees are eligible to participate in a deferred compensation plan through Nationwide Retirement Solutions. The City contributes a matching amount to the employee's account on a dollar-for-dollar basis, not to exceed the following amounts.

• $3,400 per year for Department Heads toward 401aplan.
• $3,000 per year for Managers towards the 457 plan.
• $2,000 per year for Confidentialtowards the 457 plan.

ANNUAL LEAVE AND HOLIDAYS : 192 hours of annual leave and 117hours of holiday leave. ADMIN LEAVE ACCRUAL : Department Heads and Management staff.

• Department Heads - 120 hrs per year.
• Management - 80 hrs per year.

AUTO ALLOWANCE : $300 per month DepartmentHeads only(Exception Fire & Police Chief) FLEX SCHEDULE : Administrative staff currently works a 9/80 alternative work schedule. Other schedule options (5/8, 4/10) may be available based on the City's operational needs. SPANISH LANGUAGE PAY : 2.5% of base pay for eligible members of the association who are fluent in Spanish. Eligibility is based on business necessity.
Note: The provisions of this summary do not constitute an expressed or implied contract. Any provision contained in this summary may be modified or revoked without notice. The types and levels of employee benefits provided, including City contributions toward benefit costs, are subject to change as a result of periodic revisions to the M&C Compensation Plan and the City of Murrieta.

01
The information provided in your application must support your selected answers in the supplemental questions. The information you provide will be verified and documentation may be required. Please be as honest and accurate as possible. You may be asked to demonstrate your knowledge and skills in a work sample or during an interview. By completing this supplemental questionnaire, you are attesting that the information you have provided is accurate. Any misstatements, omissions, or falsification of information may eliminate you from consideration or result in dismissal. Responses such as, "see resume" or "see application" will result in rejection of your application. Proof of education is required.

• Yes, I understand and agree
• No, I do not agree

02
What is the highest level of education you have completed?

• Less than a High School diploma or equivalent.
• High School Diploma or Equivalent (GED)
• Some college
• Associate's Degree
• Bachelor's Degree
• Master's Degree
• Doctorate Degree

03
If you indicated you have a degree in the previous question, please specify your major below. Please attach proof of education.

04
If you are substituting years of experience for education, please specify below how many years of experience you possess and in what field of study?

05
Do you have 4(four) years of experience equivalent to a Assistant Management Analyst with the City of Murrieta?

• Yes
• No

06
In reference to the previous question, at which employer(s) did you receive this experience? Please include the following in your response: - Name of the employer - The dates of employment - The tasks you completed. If you selected "No experience" in the previous question, please indicate N/A.

07
How many years of professional analyst experience do you possess?

• No experience.
• Less than three years.
• More than three, but less than four years.
• More than four, but less than six years.
• More than six, but less than eight years.
• More than eight but less than ten years.
• More than ten years.

08
How many years of municipal government experience do you possess within a Engineering or Development Services Department?

• 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, but less than eight years.
• More than eight, but less than ten years.
• More than ten years.

09
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

10
In reference to the previous question, at which government agency(s) did you receive this experience? please include the name of the agency and the dates of employment. If you selected "No experience" in the previous question, please indicate N/A.

11
Please select your level of proficiency with Microsoft Excel or comparable software.

• No experience
• Basic: Creating spreadsheets/worksheets; data entry; using and creating simple formulas; etc.
• Intermediate: Using complex formulas; creating charts and graphs; using macros; freezing/unfreezing panes; filtering/sorting, hiding/un-hiding data; etc.
• Advanced: Creating macros; creating complex spreadsheets; importing/extracting data from multiple sources and worksheets; pivot tables, V-lookup, etc.

12
Describe your experience using Microsoft Excel or comparable software. In your response, provide a few examples that demonstrate your level of proficiency including the type of spreadsheets created, how and if you created the spreadsheets, the purpose of the spreadsheets, and your level of responsibility inputting, retrieving, and maintaining data. Also, include any specialized training you have received related to Excel or comparable software. If you do not have any applicable experience, please indicate N/A.

13
Please indicate the years of experience you possess in budget development, administration and analysis and financial analysis.

• No experience.
• Less than 4 years
• 4 years/Less than 6 years
• 6 years/Less than 8 years
• 8 years or more

14
Please describe your experience preparing and submitting City Council Agenda reports, and various other commission, committee, and staff reports, resolutions, ordinances. If you do not have any applicable experience, please enter N/A.

15
Please select which groups you have experience with public speaking/presentations. (Check all that apply)

• No Experience
• City Council
• Citizen Groups
• Boards and Commissions
• Professional Groups
• Other

16
In reference to the previous question, at which employer(s) did you receive this experience? Please include the name of the employer, the dates of employment and the tasks you completed. If you selected "No experience" in the previous question, please indicate N/A.

17
Which of the following areas do you have experience with as they relate to this position? (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.)
• None of the above

18
In reference to the previous question, at which employer(s) did you receive this experience? Please include the name of the employer and the dates of employment. If you selected "No experience" in the previous question, please indicate N/A.

Required Question
Closing Date/Time: 10/3/2024 11:59 PM Pacific

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