Analyst I/II/ SR - Finance

DESCRIPTION

The Analyst is a journey-level professional classification that performs professional analytical duties involving the development, administration, and implementation of department related programs. The Analyst provides guidance on departmental policies, procedures, goals and objectives.

DISTINGUISHING CHARACTERISTICS:

Analyst I

This entry level class of the series is distinguished from level II by routine and repetitive duties performed according to established procedures. Incumbents are closely supervised in their initial assignments. As they gain experience, incumbents will work more independently in routine work.

Analyst II

Working under general supervision, the position is the journey level in the series. Employees at this level require specific experience and less supervision and review to complete assignments. Positions are flexibly staffed and are normally filled by advancement from the lower level, or if filled from the outside, require prior related experience.

Senior Analyst

Positions at this level perform the most difficult duties; possess a specialized technical or functional expertise. Incumbents are assigned significant responsibilities above the advanced journey level, possess specialized knowledge, abilities, skills and experience, and exercise independent judgment and initiative in the performance of their duties. Positions in this class may be flexibly staffed and are normally filled by advancement from the Analyst II class.

EXAMPLES OF ESSENTIAL DUTIES

Essential and other important responsibilities and functions may include, but are not limited to, the following:

• Conduct projects and prepare studies and reports.

• Assist in the supervision, training and evaluation of technical and clerical personnel.

• Compile communication materials and prepare reports, manuals, and publications.

• Assist in the preparation of a budget; make budget recommendations relative to assigned program areas of responsibility; coordinate and compile budget recommendations prepared by other staff into a comprehensive budget document; research past expenditures and forecast increases.

• Prepare contract agreements; monitor agreements to ensure that all stipulations and regulations regarding the use of funds and services are met; maintain appropriate records and documentation to satisfy any audit requirements.

• Represent the City as assigned on various boards, commissions and committees.

• Work with administration and propose enhancements to improve services, policies, and procedures.

• Apply strong written and oral presentation skills when working directly with other Analysts or end users of varying technical ability and/or knowledge.

• Assist in identifying, developing and implementing new automated applications as needed to facilitate effectiveness and efficiency.

• Provide responsible professional and technical assistance in the development, administration, and implementation of City programs and projects.

• Assist in formulating program policy, goals and procedures; and collect and compile relevant data supporting recommendations.

• Assist in the development of new program elements and program modifications in order to meet stated goals and objectives.

• Monitor and coordinate the daily operation of the assigned program area; and perform administrative detail work and maintain appropriate records and statistics.

• Provide highly responsible administrative staff assistance, including conducting specific and comprehensive analyses of a wide range of municipal policies involving organization, procedures, finance, and services.

• Conduct surveys and perform research and statistical analyses, as requested; and prepare related reports.

• Compile materials and assist in the preparation of reports, manuals, and publications.

• Prepare grant proposals; monitor active grants to ensure that all stipulations and regulations regarding the use of funds are met; and maintain appropriate records and documentation to satisfy any audit requirements.

• Respond to complaints and requests for information from the public and City staff.

• Perform related duties as assigned.

Example Of Essential Functions When Assigned To:

Finance

• Provide responsible, professional and technical assistance in the administration and implementation of the City's financial, auditing, and treasurer programs.

• Participate in and assume responsibility for various finance programs; including financial statements, general ledger, monthly statements and payroll.

• Participate in maintaining an automated fund accounting system in accordance with Generally Accepted Accounting Principles and applicable Federal, State, County and City regulations.

• Participate in the preparation of the annual budget, ongoing budget monitoring and mid-cycle reviews.

• Develop, modify and review different financial models.

• Assist with business activities and potential strategic transactions, applying critical thinking, analytical skills, and data analysis.

• Prepare presentation materials synthesizing information and make recommendations for course of action.

• Record and maintain appropriate controls for fixed assets; assist with the City's purchase orders and accounts payable system, auditing and financial analysis, grant accounting and special reports.

• Assist with investments, portfolio management and cash management, debt management, new financing, annexations and subdivisions and revenue and expense projections.

• File timely quarterly and annual reports with county, state, and federal agencies.

• Monitor proper and timely receipt of funds.

• Coordinate county, state, and federal audits.

• Perform professional accounting work.

• Perform bank reconciliations for assigned banks.

• Record new loans: update investment accounts.

• Perform year-end closing duties such as reconciliations for assigned accounts: prepare year-end closing entries.

• Oversee the grants processing for a variety of programs: prepare related reports.

• Conduct reclassifications for misapplied transactions for each City account.

EXPERIENCE & TRAINING / LICENSE AND/OR CERTIFICATE

Any combination of education and experience that would provide the required knowledge and abilities is qualifying. A typical way to obtain the required knowledge and abilities would be:

Experience:

Analyst I

Two to five years of experience in a related field.

Analyst II

Three to five years of experience in a related field.

Senior Analyst

Five years of experience performing a variety of professional duties, one year of which must be at the Analyst II level.

Training:

Analyst I

A Bachelor's degree from an accredited college or university with major course work in a closely related field.

Analyst II

A Bachelor's degree from an accredited college or university with major course work in a closely related field.

Senior Analyst

A Bachelor's degree from an accredited college or university with major course work in a closely related field.

Licenses/Certifications/Other Requirements:

Possession of, or ability to obtain, an appropriate, valid California driver's license and the ability to be insured with the City's insurance carrier is required.

MINIMUM QUALIFICATIONS

QUALIFICATIONS:

Knowledge of:

• Uniform Guidance, Accounting Standards, Audit Standards, Internal Controls and Risk Analysis.

• Computerized information systems used in financial and or accounting applications.

• Strong analytical, problem-solving and organization skills.

• Able to work on multiple projects with accuracy and efficiency, while adhering to deadlines.

• Excellent verbal, written and interpersonal communication skills.

• Able to adapt to changing priorities.

• Detail-oriented.

• Ability to interface with the public and staff on all levels.

• Principles of supervision, motivation and training.

• Principles and practices of organization and public administration.

• Applicable federal, state, and local laws, codes, and regulations.

• Statistics and quantitative analytic techniques.

• Budgetary systems and procedures.

• Time management principles and techniques.

Senior Analyst and Analyst II - In addition to the requirements for the Analyst I

• Technical writing and documentation methods and techniques.

• Principles and practices of quality assurance.

• Operating policies and procedures of the department or office to which assigned.

• Principles, practices, and techniques of the assigned programmatic area of responsibility.

• Principles and practices of project management and report writing.

• Customer service principles and techniques.

Ability to:

• Perform a wide variety of administrative duties with little or minimal supervision.

• Research, analyze and formulate policies and programs both for new programs and expanding existing programs.

• Develop, write, and monitor contracts.

• Prepare and administer program budgets.

• Evaluate and develop improvements in operations, procedures, policies, or methods.

• Interpret, apply, explain, and enforce City policies, procedures, rules, and regulations.

• Effectively administer assigned programmatic responsibilities.

• Work both independently and as a cohesive team member.

• Interpret, explain, and apply applicable federal, state, and local laws, codes, and regulations.

Senior Analyst and Analyst II - In addition to the requirements for the Analyst I

• Analyze situations accurately and develop effective courses of action.

• Analyze work papers, reports and special projects; research, analyze and interpret legal, technical and financial information; observe and problem solve operational and technical issues, policies and procedures.

• Build and maintain complex spreadsheets.

• Perform multi-tasking and complete work in an effective and timely manner, while working in a setting that involves shifting priorities and frequent interruptions.

WORKING CONDITIONS:

Physical Demands:

Mobility: frequent use of keyboard; frequent walking, stooping, kneeling, crouching, reaching, pushing, and sitting; occasional climbing, bending, standing, and squatting.

Lifting: frequently up to 10 pounds; occasionally up to 50 pounds.

Vision: constant use of overall vision; frequent reading and close-up work; occasional color and depth vision.

Dexterity: frequent repetitive motion; frequent writing; frequent grasping, holding, and reaching.

Hearing/Talking: frequent hearing and talking, in person and on the phone.

Emotional/Psychological: frequent decision-making and concentration; frequent public and/or coworker contact; occasional working alone.

Environmental: frequent exposure to noise.

WORKING CONDITIONS:

Work is performed in a typical temperature-controlled office environment subject to typical office noise and environment.

Positions may require occasional overtime; weekend work and travel is rare.

The City of Palmdale is noted for its highly skilled workforce, with a large concentration of aerospace firms located at Air Force Plant 42 and nearby Edwards Air Force Base. Its family-oriented and culturally enhancing venues, such as the Palmdale Playhouse, DryTown Water Park and Palmdale Amphitheater, make Palmdale "a place to call home."

Palmdale is located approximately one hour north of Los Angeles off the Antelope Valley Freeway (SR-14). It encompasses 106.6 square miles and has a population of approximately 165,450. The City is served by several school districts and has a growing retail and commercial base. For more information, visit www.CityOfPalmdaleCA.gov.

BUSINESS HOURS: Normal operating hours are from 7:30 am to 6:00 pm Monday - Thursday. CLOSED on Friday.

UNION: The Teamsters Local 911 represents certain positions in the City's Public Works Maintenance division.

EMPLOYMENT INFORMATION

APPLICATION MATERIALS must be submitted by the closing date listed in the job bulletin. Resumes cannot be accepted in lieu of a City online application.

RESIDENCE within the City is not required.

AN ELIGIBILITY LIST of the most qualified applicants will be compiled based on the results of the selection process. The list will remain in place for a period to be determined by Human Resources.

The benefits listed here apply to full-time and benefited part-time positions, not to unbenefited part-time employees unless described.

A PROBATION PERIOD of six months minimum applies to initial employment with the City.

VACATION, HOLIDAYS AND LEAVE: The City provides 15 paid holidays per year and 80 hours vacation (years one through four) with a maximum accrual of 240 hours (160 hours for benefited part-time employees). Administrative employees accrue 80 hours of administrative leave per year with a maximum accrual of 240 hours.

SICK LEAVE: Employees accrue 96 hours per year with a maximum accrual of 800 hours (400 hours for benefited part-time employees). Unbenefited part-time employees receive 28 hours of paid sick leave per fiscal year.

RETIREMENT: The City is a member of the California Public Employees' Retirement System (CalPERS). Full-time and benefited part-time employees will be enrolled in either the New Member or Classic plan, as defined by CalPERS. New Members are enrolled in the 2% @ 62 formula and pay the full 7.75% employee contribution. Classic Members are enrolled in the 2% @ 60 formula and pay the full 7% employee contribution.

All other part-time employees are covered under the Public Agency Retirement Services (PARS).

WELLNESS PROGRAM: The program includes gym membership discounts, healthy eating programs, exercise classes & other programs.

DIRECT DEPOSIT: Direct Deposit is mandatory for all new employees.

CREDIT UNION: F&A Federal Credit Union & Logix Federal Credit Union (formerly Lockheed) are available options.

INSURANCE: The City offers group health, dental/vision, long term and short term disability, and a $50,000 life insurance policy for full-time employees. The City contributes towards the employee's health insurance.

DEFERRED COMPENSATION: The City participates in the ICMA-RC Deferred Compensation Plan, which enables benefited part-time and full-time employees to contribute on a tax deferred basis.

OVERTIME COMPENSATION: Overtime is accrued at time-and-a-half for eligible employees for time physically worked in excess of the regular 40-hour work week.

PART-TIME EMPLOYEES: Unbenefited part-time employees are reviewed for merit salary advancement but are not eligible for any other benefits listed. Benefited part-time employees are eligible for CalPERS retirement, sick leave, holidays, and vacation on a prorated basis.

MILEAGE PAY: Any employee may be reimbursed for work related mileage at 54 cents per mile when assigned to use their private vehicle on City business.

SOCIAL SECURITY: The City does not participate in Social Security and does not deduct Social Security payments from any employee's salary. The City deducts 1.45% of salary for Medicare and makes a 1.45% matching contribution.

*Benefits can change at any time.

Closing Date/Time: Continuous

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• City of Palmdale

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