Finance and Budget Analyst I/II

Description/Special Instructions

The City of Elk Grove is now accepting applications for the position of

FINANCE AND BUDGET ANALYST I/II

Finance and Budget Analyst I: $78,620.00 - $105,372.00 Annually

Finance and Budget Analyst II : $86,867.00 - $116,424.00 Annually

The City of Elk Grove is seeking a highly motivated, organized, and experienced financial professional to join the Finance Department! This position will be responsible for performing a broad and multidimensional range of complex financial analyses including budget analysis, debt analysis and administration, special tax assessment, impact fee program administration, and cost allocation analysis. This position is perfect for the financial professional who seeks to contribute their financial expertise to serve some of the City’s most exciting upcoming projects! The ideal candidate will have a solid background in financial analysis with creative and collaborative skills to work both independently and within cross-department teams. Additionally, they will possess the skills necessary to communicate effectively with internal staff and external agencies, providing transparent and measurable recommendations to the City’s management and City Council.

Tentative Recruitment Timeline (subject to change)
Filing Deadline: 11:59 PM on October 29, 2024
Oral Board Interviews: November 13, 2024 (virtual)
Final Selection Interviews: November 15, 2024 (in person)

The City offers a competitive salary and generous benefit package including CalPERS retirement benefits, a deferred compensation match and more.

Why work for the City of Elk Grove? Proud Heritage. Bright Future.

Community Profile
Elk Grove is a vibrant, family-friendly community of approximately 178,124 people in the Sacramento, California region, located 14 miles south of the State Capital and 60 miles east of the Bay Area. Elk Grove is a young, ethnically diverse, modern city that was incorporated in 2000. Elk Grove has low crime, excellent schools, over 100 community parks and 28 miles of trails, plentiful dining and shopping options, numerous annual events and festivals, and over 270 sunny days per year.

Representative Duties

DEFINITION

Under immediate supervision (Finance and Budget Analyst I) to general supervision (Finance and Budget Analyst II), performs a variety of professional level budget and accounting financial analysis, including responsibilities for asset management, procurement, special tax assessment and/or fee program administration, debt management analysis and reporting, and grant administration; conducts research studies, budget analysis, cost analysis, fiscal allocation and budget preparation, and other specialized functions; prepares various statements and reports; coordinates assigned activities with other departments, divisions, and outside agencies; and performs related duties as assigned.

SUPERVISION RECEIVED AND EXERCISED

Receives general supervision from assigned supervisory and/or management personnel. Exercises no direct supervision over staff.

CLASS CHARACTERISTICS

Finance and Budget Analyst I: This is the entry level classification in the Finance and Budget Analyst series. Initially under close supervision, incumbents learn and perform routine professional duties supporting the City’s budget and finance systems, programs, and activities. As experience is gained, assignments become more varied, complex, and difficult. Close supervision and frequent review of work lessen as an incumbent demonstrates skill to perform the work independently. Positions at this level usually perform most of the duties required of positions at the II-level but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods. Work is usually supervised while in progress and fits an established structure or pattern. Exceptions or changes in procedures are explained in detail as they arise.

Finance and Budget Analyst II: This is the journey level classification in the Finance and Budget Analyst series. Positions at this level are distinguished from the I-level by the performance of 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.

Positions in the Finance and Budget Analyst class series are flexibly staffed and positions at the II-level are normally filled by advancement from the next lower level upon management approval, after gaining the knowledge, skill, and experience which meet the qualifications for and after demonstrating the ability to perform the work of the higher-level class , subject to budgetary funds.

EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only)

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.

Some duties, knowledge, skills, and abilities may be performed/exercised in a learning capacity for entry-level (I-level) positions.

• Performs a variety of professional level research, administrative, operational, financial, budgetary, and analytical duties in support of assigned programs, projects, and functions with a significant impact to City operations and activities; performs duties in support of various administrative operations and activities in the Finance Department including special projects, research studies, budget analysis, and other specialized functions.
  
• Researches, prepares, complies, analyzes, and presents data in support of the development, implementation, and forecasting of the operating budget across various departments; provides ongoing assistance and training to resolve budgetary issues and improve budget management functions.
  
• Reviews and analyzes City budget requests; reviews all departmental budget requests for accuracy and completeness; reviews and validates budget variances; generates revenues forecasts and cost allocation recommendations for funds that support Capital Project spending; monitors expenditures; prepares and maintains mid-year and annual budget instructions and other documents; makes recommendations to the management staff.
  
• Assists with the preparation and development of the City’s annual operating budget; reviews financials, budget forecasts, and fund accounts for accuracy; provides written explanation of data, budget variances, and variance; creates custom budget tables and other correspondence; prepares presentations for City management and Council meetings.
  
• Negotiates, administers, and monitors contracts; ensures compliance with City policies and pertinent laws, regulations, and ordinances; assists with the selection and management of consultants and contractors.
  
• Participates in the development and implementation of goals, objectives, policies, and priorities for assigned functions and program areas; researches, implements, and administers policies, procedures, and changing business practices and processes for assigned areas; coordinates, structures, and oversees ongoing or special programs as assigned.
  
• Provides administrative and analytical support and cost estimations for salary and benefits negotiations, staff reports, resolutions, and ad-hoc analytical requests; monitors position control, and payroll funding sources.
  
• Provides staff assistance to management staff; represents the Finance Department on and provides staff support to a variety of committees and board as well as external organizations and agencies and the general public; serves on various committees and task forces.
  
• Coordinates meetings between the Finance Department and various departments for review of budget requests; organize meeting space, schedules, and participants; provides relevant materials; records budgetary adjustments.
  
• Attends meetings, conferences, workshops, and training sessions related to budgetary processes to stay up to date with current procedures and guidelines.
  
• Performs related duties as assigned.
  

Qualifications

QUALIFICATIONS

Knowledge of:

• Computerized financial systems
  

• Methods and techniques of effective technical, administrative, and financial record keeping, data collection, research, report preparation, and presentation.
  
• Organization and operation of municipal government.
  
• Organizational and management practices as applied to the analysis and evaluation of programs, policies, and operational needs related to area of assignment.
  
• Pertinent federal, state, and local laws, codes, and regulations.
  
• Principles and applications of critical thinking and analysis.
  
• Principles and practices of contract negotiation, preparation, and monitoring.
  
• Principles and practices of budget preparation and administration.
  
• Techniques and formulae for administrative, financial, and comparative analysis.
  
• Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations.
  
• Recent and on-going developments, current literature, and sources of information related to the operations of the assigned division.
  
• Methods and techniques of preparing technical and administrative reports, and general business correspondence.
  
• 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.
  
• Diversity, equity, inclusion, and belonging concepts and principles, including their significance in organizational dynamics and the functioning of the City and their impact on fostering innovation and collaboration.
  
• The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
  
• Current 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:

• Analyze complex and sensitive budgetary and revenue projection problems, evaluating alternative and reaching sound conclusions.
  

• Organize and prioritize timelines and project schedules effectively and timely.
  
• Prepare clear and concise technical, administrative, and financial reports including schedules, summaries in statistical and narrative form.
  
• Research, negotiate, manage, and monitor contracts and agreements.
  
• Understand the organization and operation of the City, assigned program, and of outside agencies as necessary to assume assigned responsibilities.
  
• Understand, interpret, and apply administrative and departmental policies and procedures as well as pertinent federal, state, and local laws, codes, and regulations.
  
• Work under steady pressure with frequent interruptions and a substantial degree of public contact by phone or in person.
  
• 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.
  

• Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
  
• Engage with a diverse public and workforce, facilitating inclusive service delivery, and implementing equitable city policies.
  
• Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.
  

Education and Experience:

• Finance and Budget Analyst I/II: Bachelor’s degree from an accredited college or university with major coursework in accounting, finance, public administration, business administration or a directly related field.
  

• Finance and Budget Analyst I: Two (2) years of experience performing financial analysis or financial forecasting.
  

• Finance and Budget Analyst II: Two (2) years of increasingly responsible experience performing complex financial and/or budget analysis in a municipal or similar setting equivalent to the City’s Finance and Budget Analyst I classification.
  

Licenses and Certifications:

• None.
  

Physical Demands and Work Environment

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. Standing in and walking between work areas is frequently 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 frequently bend, stoop, kneel, and reach to perform assigned duties, as well as 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 up to 10 pounds. Reasonable accommodations will be made for individuals with disabilities who are qualified to perform essential functions of a position or positions within this classification.

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.

FLSA Status:

Finance and Budget Analyst I: Non-exempt
Finance and Budget Analyst II: Exempt

The City of Elk Grove is an equal opportunity employer and is committed to creating a work environment in which all individuals are treated with respect and professionalism. In accordance with the Americans with Disabilities Act, should special accommodations be necessary at any stage of the selection process, please contact the Human Resources Department at (916) 478- 2230. The information above is subject to change without notice.

CITY OF ELK GROVE

EMPLOYEE BENEFIT SUMMARY - NON REPRESENTED

Annual Leave (vacation/sick)
Upon Hire 176 hours 6.77 hours per pay period
5 Year Anniversary 216 hours 8.31 hours per pay period
10 Year Anniversary 232 hours 8.92 per pay period
15 Year Anniversary 256 hours 9.85 hours per pay period
20 Year anniversary 272 hours 10.46 per pay period

Deferred Compensation

Employee may participate in a 457 deferred compensation plan up to maximum allowed by law.

Deferred Compensation - City Match

The City will match up to 4% of employee's salary to a deferred compensation plan. There is a 1 year vesting period.

Employee Assistance Program

Available to employee and immediate family.

Flexible Spending Account

Covers IRS approved medical and/or approved dependent care expenses to be paid on a pre-tax basis.

• Medical spending up to $3200.00 annually.
• Dependent care up to $5,000 annually.
• Adoption Assistance FSA up to $16,810 annually.

Health (Medical) Insurance
The City participates in the CalPERS Health Plan (PEMHCA) and offers a "cafeteria plan," which includes a monthly City contribution that an employee may apply toward premiums for medical insurance.

The City's Contribution rates for the 2024 plan year are as follows:

Single: up to $919.27 per month
2-Party: up to $1,838.54 per month
Family: up to $2,390.10 per month

Employees who show evidence of other group health insurance coverage and waive enrollment in a CalPERS health plan shall receive a taxable in lieu cash fringe allowance of $300 per month.

Dental Insurance
100% City paid for employee and eligible dependents if enrolled in the City's medical plan.

Vision Insurance
100% City paid for employee and eligible dependents if enrolled in the City's medical plan.

Pet Insurance
City employees are eligible to purchase pet insurance at a discounted premium rate through MetLife.

Supplemental Health Insurance
The City provides supplemental health insurance up to $15,000 per year for eligible participants.

Retirement Health savings Account

City provided defined contribution program for IRS-eligible medical expenses upon retirement.

Holidays

Twelve (12) paid holidays per year and sixteen (16) floating holiday hours per fiscal year. Employees who are assigned by the Police Chief to work shifts receive a 5% Holiday Pay Differential in lieu of paid holidays and eight (8) floating holiday hours per fiscal year.

Alternative Work Schedules
Available depending on Department

Life Insurance

City provides Life insurance at 1X base salary with a minimum of $50,000 and maximum of $300,000. Additional life insurance may be purchased by employee up to a maximum of $500,000.

Military Leave

The City will pay qualified employees any difference between his/her base salary and the amount received in military reserve pay for regularly scheduled annual training that requires the employee to take military leave from his/her regular work week.

Retirement -PERS
Your CalPERS Pension formula will be dependent upon your hire date with the City of Elk Grove and/or your status with any Public Retirement System.

• 2.7% at 55 if hired before 8/12/12.
• 2% at 55 if hired after 8/12/12 and a current Classic member of CalPERS.
• 2% at 62 if hired after 1/1/13 and not a Classic member of CalPERS.

Internal applicants will remain in their current retirement formula unless they are moving from a safety to miscellaneous classification.

Short Term/Long Term Disability

• The City provides Short-Term Disability coverage @ 66.67% of income, up to a maximum benefit of $2,300 per week and Long-Term Disability coverage @ 66.67% of income, up to a maximum benefit of $15,000 per month.
• The City also provides Paid Family Leave coverage @ 60-70% of weekly earnings up to a maximum of $,1623 per week.

City employees DO NOT contribute to the California State Disability Insurance (SDI) program.

Social Security

City offers an IRS qualifying retirement plan, therefore, employees do not currently participate in the Social Security program.

Tuition Reimbursement

80% up to $2,000/year for City related Certification programss.
80% up to 3,500/year for Associates, Bachelors or Masters Degree

Wellness Program

Amazing on-site Wellness Coordinator and multiple fitness and wellness classes such as yoga and pilates available throughout the week!

Closing Date/Time: 10/29/2024 11:59 PM Pacific

• 

• City of Elk Grove

• (916) 478-2208

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