Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band F Annual Salary Range $ 118,792.71 (Minimum) - $ 154,431.88 (Maximum) The negotiable salary offer will be between $118,792.71 - $140,710.67 /annually commensurate with experience and education. Reports To Payroll Manager Current Assignment First review of applications will be on January 23, 2024 The Senior Accounting Analyst is responsible for managing the biweekly CalPERS reconciliation and reporting process. This involves a thorough analysis of employee records and transactions, as well as a deep understanding of CalPERS regulations and guidelines. The Senior Accounting Analyst also provides leadership and guidance to the CalPERS reconciliation and reporting team, develops and implements new processes and procedures, collaborates with other departments, represents the department in meetings with CalPERS representatives, resolves complex reconciliation issues, and prepares and presents reports to management Day-to-day duties: Prepares biweekly ACH remittance to CalPERS by generating and analyzing CalPERS reports and interfaces.Ensures accuracy and compliance with CalPERS rules and regulations by investigating and resolving discrepancies between BART employee earnings records and CalPERS records.Collaborates with HRIS and CalPERS on employee earning records and other payroll-related matters.Processes employee earnings record corrections and adjustments received from HR.Corrects employee CalPERS contributions and issues collection letters or enters adjustments as needed.Reconciles receivables with payroll corrections to ensure accurate reporting.Reconciles payroll summaries with remittances to verify that all contributions have been sent to CalPERS correctly.Keeps payroll up to date with CalPERS Document History & letters to ensure that all changes are reflected in the payroll system.Develops and implements new procedures to improve the efficiency and accuracy of the CalPERS reconciliation and reporting process.Provides support to the payroll department as needed and performs other duties as assigned by the Payroll Manager. Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Examples of Duties Participates in the more difficult and complex tasks related to financial reporting, general accounting, capital and operating billing, investment accounting, capital asset accounting, payroll, and accounts payable. Participates in the review, administration, monitoring and preparation of District-wide financial reports involving capital project costs; monitors funding agreements and project expenditures; ensures maintenance of expenditure records which conform to funding agency requirements and District policy. Prepares quarterly, semi-annual, or annual reporting required by funding agreements and provides support to related compliance audits. Handles more complex construction or funding contracts and ensures capital grant billings are done in compliance with guidelines; tracks amounts billed and to be collected and coordinates with various grantors on the status of the billings. Analyzes and maintains project retention records for use in the capital billing. Resolves billing issues with project manager and addresses grantor inquiries. Analyzes, reviews and reconciles all capital assets maintained by the District. Responsible for reviewing, analyzing, and accounting for transactions, including the required reconciliations, associated with leases and subscription-based information technology arrangement in compliance with GASB 87 and GASB 96. Performs comprehensive review of all operating and capital revenue and expense accounts for monthly close and ensures cost center revenues and expenses are posted to the correct account and department. In charge of more complex financial accounts including operating and capital grants and expenses. Prepares required journal entries to update financial records. Participates in all financial audits, audits of financial statements, compliance audit, audits initiated by granting agencies and internal audit, and provides relevant analyses, roll forward schedules, and required audit supports. Reviews Trial Balances of assigned Funds and ensures accuracy of account balances, reconciles account balances with related subsidiary ledgers and interfund balances with the District’s General Fund and other Funds, initiate adjustments of project costs, if necessary, ensures collections of receivables, and process fund closeout. Prepares financial statements related to Post Employment Benefit Trust Account, specifically the Retiree Health Benefit Trust and the Survivor Benefit Trust. Prepares the National Transit Database Report, State Controller’s Report, Schedule of Federal Awards required for the Single Audit and other similar reports. Assist in preparing the District’s cash flow statements, Required Supplementary Schedules and Statistical Information included in BART’s audited Annual Financial Comprehensive Report. Handles the biweekly reporting and reconciliation of CalPERS contributions. Analyzes employee records and reconciles BART records with CalPERS records. Communicates and coordinates with internal departments and CalPERS to ensure earning records are in accordance with CalPERS rules and regulations. Handles and processes corrections of employee records with CalPERS. Analyzes, monitors, and accounts for invoices that are needed to be accrued at the end of the fiscal year to ensure that the District’s records conform with Generally Accepted Accounting Principles. Analyzes construction in progress account per project and coordinates with project managers to ensure completed projects are properly capitalized to ensure correct reporting and disclosure in the financial statements. Analyzes and accounts for transactions associated with bond issuances and or refunding, including the accounting of bond proceeds, property tax collected for debt service, periodic accrual of interest expense and interest income on funds held, amortization of bonds/investments premiums or discounts, bonds refunded, and revaluation of investments to fair market value. Analyzes the refunding and calculates the deferred loss or gain. Prepares cash and investments schedules in accordance with GASB 40, debt related roll-forward schedules, and handles the associated annual audit and required footnote disclosures. Develops and recommends improvements to computerized financial management system and accounting procedures for efficiency, to conform with federal or state laws and generally accepted accounting principles, and to strengthen internal control. May train assigned employees in their areas of work including cost collection and analyses. Represents their division at various meetings with other departments and divisions; communicates information and activities with others as appropriate and participate in special projects Perform other tasks as assigned. Minimum Qualifications Education A Bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. CPA certification is preferred. Experience The equivalent of three (3) years of fulltime, professional level relevant general accounting, financial reporting, and/or auditing experience. License or Certificate A valid certificate as a Certified Public Accountant (CPA) is preferred. Substitution Additional professional experience as outlined above may be substituted for the education on a year-for- year basis. Knowledge and Skills Knowledge of : Advanced principles, practices and procedures of Accounting and Financial Reporting. Laws and regulations relating to the financial administration of public agencies and transportation authorities in the State of California. Principles of financial and operational analysis. Principles of Construction in Progress and asset capitalization. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project costing and how labor and non-labor data flow and are accounted for in the District’s financial reports. Principles of Project Cost billing. Principles of Operating Cost billing. Organization of voluminous financial data using advanced Excel and macros. Accounting for Investments and how transactions are presented in the financials. Accounting for Trust accounts. Principles and practices of financial record keeping and reporting. Principles of Government Accounting Standards Board (GASB) guidelines. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and accounting analyses and data organization. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of staff from various departments in finance, specifically Payroll, Accounts Payable, Accounts Receivable and Financial Reporting. Analyzing account issues and problems, identifying alternative solutions and implementing recommendations. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing financial data related contracts and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members.
Jul 14, 2024
Full Time
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band F Annual Salary Range $ 118,792.71 (Minimum) - $ 154,431.88 (Maximum) The negotiable salary offer will be between $118,792.71 - $140,710.67 /annually commensurate with experience and education. Reports To Payroll Manager Current Assignment First review of applications will be on January 23, 2024 The Senior Accounting Analyst is responsible for managing the biweekly CalPERS reconciliation and reporting process. This involves a thorough analysis of employee records and transactions, as well as a deep understanding of CalPERS regulations and guidelines. The Senior Accounting Analyst also provides leadership and guidance to the CalPERS reconciliation and reporting team, develops and implements new processes and procedures, collaborates with other departments, represents the department in meetings with CalPERS representatives, resolves complex reconciliation issues, and prepares and presents reports to management Day-to-day duties: Prepares biweekly ACH remittance to CalPERS by generating and analyzing CalPERS reports and interfaces.Ensures accuracy and compliance with CalPERS rules and regulations by investigating and resolving discrepancies between BART employee earnings records and CalPERS records.Collaborates with HRIS and CalPERS on employee earning records and other payroll-related matters.Processes employee earnings record corrections and adjustments received from HR.Corrects employee CalPERS contributions and issues collection letters or enters adjustments as needed.Reconciles receivables with payroll corrections to ensure accurate reporting.Reconciles payroll summaries with remittances to verify that all contributions have been sent to CalPERS correctly.Keeps payroll up to date with CalPERS Document History & letters to ensure that all changes are reflected in the payroll system.Develops and implements new procedures to improve the efficiency and accuracy of the CalPERS reconciliation and reporting process.Provides support to the payroll department as needed and performs other duties as assigned by the Payroll Manager. Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Examples of Duties Participates in the more difficult and complex tasks related to financial reporting, general accounting, capital and operating billing, investment accounting, capital asset accounting, payroll, and accounts payable. Participates in the review, administration, monitoring and preparation of District-wide financial reports involving capital project costs; monitors funding agreements and project expenditures; ensures maintenance of expenditure records which conform to funding agency requirements and District policy. Prepares quarterly, semi-annual, or annual reporting required by funding agreements and provides support to related compliance audits. Handles more complex construction or funding contracts and ensures capital grant billings are done in compliance with guidelines; tracks amounts billed and to be collected and coordinates with various grantors on the status of the billings. Analyzes and maintains project retention records for use in the capital billing. Resolves billing issues with project manager and addresses grantor inquiries. Analyzes, reviews and reconciles all capital assets maintained by the District. Responsible for reviewing, analyzing, and accounting for transactions, including the required reconciliations, associated with leases and subscription-based information technology arrangement in compliance with GASB 87 and GASB 96. Performs comprehensive review of all operating and capital revenue and expense accounts for monthly close and ensures cost center revenues and expenses are posted to the correct account and department. In charge of more complex financial accounts including operating and capital grants and expenses. Prepares required journal entries to update financial records. Participates in all financial audits, audits of financial statements, compliance audit, audits initiated by granting agencies and internal audit, and provides relevant analyses, roll forward schedules, and required audit supports. Reviews Trial Balances of assigned Funds and ensures accuracy of account balances, reconciles account balances with related subsidiary ledgers and interfund balances with the District’s General Fund and other Funds, initiate adjustments of project costs, if necessary, ensures collections of receivables, and process fund closeout. Prepares financial statements related to Post Employment Benefit Trust Account, specifically the Retiree Health Benefit Trust and the Survivor Benefit Trust. Prepares the National Transit Database Report, State Controller’s Report, Schedule of Federal Awards required for the Single Audit and other similar reports. Assist in preparing the District’s cash flow statements, Required Supplementary Schedules and Statistical Information included in BART’s audited Annual Financial Comprehensive Report. Handles the biweekly reporting and reconciliation of CalPERS contributions. Analyzes employee records and reconciles BART records with CalPERS records. Communicates and coordinates with internal departments and CalPERS to ensure earning records are in accordance with CalPERS rules and regulations. Handles and processes corrections of employee records with CalPERS. Analyzes, monitors, and accounts for invoices that are needed to be accrued at the end of the fiscal year to ensure that the District’s records conform with Generally Accepted Accounting Principles. Analyzes construction in progress account per project and coordinates with project managers to ensure completed projects are properly capitalized to ensure correct reporting and disclosure in the financial statements. Analyzes and accounts for transactions associated with bond issuances and or refunding, including the accounting of bond proceeds, property tax collected for debt service, periodic accrual of interest expense and interest income on funds held, amortization of bonds/investments premiums or discounts, bonds refunded, and revaluation of investments to fair market value. Analyzes the refunding and calculates the deferred loss or gain. Prepares cash and investments schedules in accordance with GASB 40, debt related roll-forward schedules, and handles the associated annual audit and required footnote disclosures. Develops and recommends improvements to computerized financial management system and accounting procedures for efficiency, to conform with federal or state laws and generally accepted accounting principles, and to strengthen internal control. May train assigned employees in their areas of work including cost collection and analyses. Represents their division at various meetings with other departments and divisions; communicates information and activities with others as appropriate and participate in special projects Perform other tasks as assigned. Minimum Qualifications Education A Bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. CPA certification is preferred. Experience The equivalent of three (3) years of fulltime, professional level relevant general accounting, financial reporting, and/or auditing experience. License or Certificate A valid certificate as a Certified Public Accountant (CPA) is preferred. Substitution Additional professional experience as outlined above may be substituted for the education on a year-for- year basis. Knowledge and Skills Knowledge of : Advanced principles, practices and procedures of Accounting and Financial Reporting. Laws and regulations relating to the financial administration of public agencies and transportation authorities in the State of California. Principles of financial and operational analysis. Principles of Construction in Progress and asset capitalization. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project costing and how labor and non-labor data flow and are accounted for in the District’s financial reports. Principles of Project Cost billing. Principles of Operating Cost billing. Organization of voluminous financial data using advanced Excel and macros. Accounting for Investments and how transactions are presented in the financials. Accounting for Trust accounts. Principles and practices of financial record keeping and reporting. Principles of Government Accounting Standards Board (GASB) guidelines. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and accounting analyses and data organization. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of staff from various departments in finance, specifically Payroll, Accounts Payable, Accounts Receivable and Financial Reporting. Analyzing account issues and problems, identifying alternative solutions and implementing recommendations. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing financial data related contracts and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members.
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary PAY RATE SEIU Professional Grade 11 $47.46 per hour (Step 1 / Minimum) to $62.04 per hour (Step 5 / Maximum) Note: External candidates to start at minimum (Step 1) DEFINITION Under general supervision, performs professional accounting work of a moderate to difficult nature; performs related work as assigned. CLASS CHARACTERISTICS Accountant is the journey level class in the professional accounting class series. Positions in this class are expected to independently perform the full range of accounting duties. Successful performance requires thorough knowledge of general, commercial, fund and governmental accounting procedures and skill to exercise sound independent judgement within established guidelines. REPORTS TO Manager of Accounting, Accounts Receivable CURRENT ASSIGNMENT This is for external candidates only. Internal employees, please apply to Job #202400261. The Accounting Analyst will independently perform full range of accounting duties in the Accounts Receivable Department under the Office of the Assistant Controller, including billing, reviewing, analyzing and classifying accounting information and documents. Under general supervision, the incumbent will perform professional work of a moderate to difficult nature, performs analysis and reconciliation, interact with budget coordinators and other department personnel inside and outside the District and perform other Accounts Receivable functions as assigned by the Manager of Accounting. Responsibilities may include, but not limited to, the following: Review capital project cost allocations and coordinates with other departments for any cost transfers and adjustments necessary Prepare and monitor billings of capital project costs for assigned funds. Ensure correct application of payments from grantors Follow up and monitor collection of billings. Coordinate with financial analyst or project managers in collecting long-outstanding accounts Analyze and reconcile general ledger balances for assigned funds Prepare Accounts Receivable Aging reconciliation. Coordinate with other accounting analysts for proper application of adjustments. Prepare schedules and gather documents for audit Examine and test reliability of accounting records Perform other tasks as assigned SELECTION PROCESS This is a SEIU Local 1021 Bargaining unit position. However, All SEIU members must follow the "Bid Form Process", failure to comply will invalidate an employee's application. The Employment Office will screen bids/applications/resumes against the minimum qualifications. Those candidates who meet the minimum qualifications will be referred to the hiring department for further consideration. The selection process may involve a skills/performance test, written exam, and/or a panel interview. Outside applicants will not be considered until all employees who have applied have been considered first. All applicants are asked to complete the application and/or Bid Form in full, indicating dates of employment, all positions held, hours worked, and a full description of duties. Online applicants are invited to electronically attach a resume to the application form to provide supplemental information, but should not consider the resume a substitute for the Bid or application form. The selection process will include a screening for minimum qualifications as listed in this posting and may additionally involve a skills/performance test, written exam, and/or a panel interview. Outside applicants will not be considered until all employees who have applied have been considered first. APPLICATION PROCESS This is a SEIU Local 1021 Bargaining unit position. However, all full-time SEIU District employees must follow the internal maintenance "Short Form Application for District Pools" process. Failure to comply will invalidate employee's application. As actual vacancies occur, District employees on the internal eligibility list will be considered before outside candidates. External applicants may only apply online, at www.bart.gov/jobs . Applicants needing assistance with the online application process may receive additional information by calling (510) 464-6112. The Employment Office will screen short form applications and resumes against the minimum qualifications. Those candidates who meet the minimum qualifications will be referred to the hiring department for further consideration. The selection process will involve a skills/performance test, written exam, and/or a panel interview. Outside applicants will not be considered until all employees who have applied have been considered first. All applicants are asked to complete the application in full, indicating dates of employment, all positions held, hours worked, and a full description of duties. Online applicants are invited to electronically attach a resume to the application form to provide supplemental information but should not consider the resume a substitute for the application form itself. Examples of Duties Analyzes capital project cost reports on a continuing basis including coordination with other departments to ensure correctness of the reports. Reconciles capital project cost reports to the general ledger and fixed asset records. Assists in the preparation of schedules, reports, and records analysis required by internal and external auditors. Establishes or revises accounting procedures to conform with federal or state laws and generally accepted accounting principles. Creates, updates, and maintains operating manuals of policies, functions and projects within the Controller’s Office. Examines and tests reliability of payroll records, accounts payable documents and general accounting records. Assists in the monthly and year-end close of the District’s books and records. Reviews journal entries prepared by accountants for propriety, accuracy and completeness. Responds to surveys, questionnaires and other statistical inquiries related to the District’s financial reports. Provides technical support to other departments, accountants, and clerical staff. Minimum Qualifications Education : Possession of a bachelor’s degree in accounting or a related field from an accredited college or university. Experience: The equivalent of four (4) years of professional verifiable experience in professional accounting experience, preferably in a government or public agency setting. Substitution: An Associate in Arts degree in accounting plus seven (7)years of sub-professional accounting support work as a full charge bookkeeper; or an Associate in Arts degree in accounting plus six (6) years of varied accounting work as a Junior Accountant; or 24 degree-related units in accounting plus six (6) years of professional accounting experience. A bachelor’s degree is preferred. Knowledge and Skills Knowledge of: Principles, practices and terminology of general, commercial, fund and governmental accounting Principles and practices of payroll processing and wage and benefit plan concepts Principles and practices of business data processing, particularly as related to the processing and analysis of accounting information Preparation, interpretation and analysis of computer and manual input/output documents. Budgeting principles and terminology Standard office practices and procedures Applicable laws and regulations including those regulating public fiscal operations Skill/Ability in : Reviewing and interpreting complex financial reports, ledgers, records and legal documents Verifying the accuracy of financial data Ensuring proper authorization and documentation for disbursements Analyzing, posting, balancing and reconciling financial data and accounts; making accurate mathematical calculations Preparing clear, concise and complete financial reports and statements Establishing and maintaining effective working relationships with those contacted in the course of work Explaining technical subjects to non-technical personnel and others Making sound independent decisions within established guidelines Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 10 observed holidays and 3 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: 9/28/2024 11:59 PM Pacific
Sep 17, 2024
Full Time
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary PAY RATE SEIU Professional Grade 11 $47.46 per hour (Step 1 / Minimum) to $62.04 per hour (Step 5 / Maximum) Note: External candidates to start at minimum (Step 1) DEFINITION Under general supervision, performs professional accounting work of a moderate to difficult nature; performs related work as assigned. CLASS CHARACTERISTICS Accountant is the journey level class in the professional accounting class series. Positions in this class are expected to independently perform the full range of accounting duties. Successful performance requires thorough knowledge of general, commercial, fund and governmental accounting procedures and skill to exercise sound independent judgement within established guidelines. REPORTS TO Manager of Accounting, Accounts Receivable CURRENT ASSIGNMENT This is for external candidates only. Internal employees, please apply to Job #202400261. The Accounting Analyst will independently perform full range of accounting duties in the Accounts Receivable Department under the Office of the Assistant Controller, including billing, reviewing, analyzing and classifying accounting information and documents. Under general supervision, the incumbent will perform professional work of a moderate to difficult nature, performs analysis and reconciliation, interact with budget coordinators and other department personnel inside and outside the District and perform other Accounts Receivable functions as assigned by the Manager of Accounting. Responsibilities may include, but not limited to, the following: Review capital project cost allocations and coordinates with other departments for any cost transfers and adjustments necessary Prepare and monitor billings of capital project costs for assigned funds. Ensure correct application of payments from grantors Follow up and monitor collection of billings. Coordinate with financial analyst or project managers in collecting long-outstanding accounts Analyze and reconcile general ledger balances for assigned funds Prepare Accounts Receivable Aging reconciliation. Coordinate with other accounting analysts for proper application of adjustments. Prepare schedules and gather documents for audit Examine and test reliability of accounting records Perform other tasks as assigned SELECTION PROCESS This is a SEIU Local 1021 Bargaining unit position. However, All SEIU members must follow the "Bid Form Process", failure to comply will invalidate an employee's application. The Employment Office will screen bids/applications/resumes against the minimum qualifications. Those candidates who meet the minimum qualifications will be referred to the hiring department for further consideration. The selection process may involve a skills/performance test, written exam, and/or a panel interview. Outside applicants will not be considered until all employees who have applied have been considered first. All applicants are asked to complete the application and/or Bid Form in full, indicating dates of employment, all positions held, hours worked, and a full description of duties. Online applicants are invited to electronically attach a resume to the application form to provide supplemental information, but should not consider the resume a substitute for the Bid or application form. The selection process will include a screening for minimum qualifications as listed in this posting and may additionally involve a skills/performance test, written exam, and/or a panel interview. Outside applicants will not be considered until all employees who have applied have been considered first. APPLICATION PROCESS This is a SEIU Local 1021 Bargaining unit position. However, all full-time SEIU District employees must follow the internal maintenance "Short Form Application for District Pools" process. Failure to comply will invalidate employee's application. As actual vacancies occur, District employees on the internal eligibility list will be considered before outside candidates. External applicants may only apply online, at www.bart.gov/jobs . Applicants needing assistance with the online application process may receive additional information by calling (510) 464-6112. The Employment Office will screen short form applications and resumes against the minimum qualifications. Those candidates who meet the minimum qualifications will be referred to the hiring department for further consideration. The selection process will involve a skills/performance test, written exam, and/or a panel interview. Outside applicants will not be considered until all employees who have applied have been considered first. All applicants are asked to complete the application in full, indicating dates of employment, all positions held, hours worked, and a full description of duties. Online applicants are invited to electronically attach a resume to the application form to provide supplemental information but should not consider the resume a substitute for the application form itself. Examples of Duties Analyzes capital project cost reports on a continuing basis including coordination with other departments to ensure correctness of the reports. Reconciles capital project cost reports to the general ledger and fixed asset records. Assists in the preparation of schedules, reports, and records analysis required by internal and external auditors. Establishes or revises accounting procedures to conform with federal or state laws and generally accepted accounting principles. Creates, updates, and maintains operating manuals of policies, functions and projects within the Controller’s Office. Examines and tests reliability of payroll records, accounts payable documents and general accounting records. Assists in the monthly and year-end close of the District’s books and records. Reviews journal entries prepared by accountants for propriety, accuracy and completeness. Responds to surveys, questionnaires and other statistical inquiries related to the District’s financial reports. Provides technical support to other departments, accountants, and clerical staff. Minimum Qualifications Education : Possession of a bachelor’s degree in accounting or a related field from an accredited college or university. Experience: The equivalent of four (4) years of professional verifiable experience in professional accounting experience, preferably in a government or public agency setting. Substitution: An Associate in Arts degree in accounting plus seven (7)years of sub-professional accounting support work as a full charge bookkeeper; or an Associate in Arts degree in accounting plus six (6) years of varied accounting work as a Junior Accountant; or 24 degree-related units in accounting plus six (6) years of professional accounting experience. A bachelor’s degree is preferred. Knowledge and Skills Knowledge of: Principles, practices and terminology of general, commercial, fund and governmental accounting Principles and practices of payroll processing and wage and benefit plan concepts Principles and practices of business data processing, particularly as related to the processing and analysis of accounting information Preparation, interpretation and analysis of computer and manual input/output documents. Budgeting principles and terminology Standard office practices and procedures Applicable laws and regulations including those regulating public fiscal operations Skill/Ability in : Reviewing and interpreting complex financial reports, ledgers, records and legal documents Verifying the accuracy of financial data Ensuring proper authorization and documentation for disbursements Analyzing, posting, balancing and reconciling financial data and accounts; making accurate mathematical calculations Preparing clear, concise and complete financial reports and statements Establishing and maintaining effective working relationships with those contacted in the course of work Explaining technical subjects to non-technical personnel and others Making sound independent decisions within established guidelines Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 10 observed holidays and 3 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: 9/28/2024 11:59 PM Pacific
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary PAY RATE AFSCME Grade F $123,544.42 (Minimum) - $160,609.16 Maximum) The negotiable salary will be between $123,544.42 - $146,339.09 commensurate on education and experience. REPORTS TO Manager of Accounting, General Accounting CURRENT ASSIGNMENT: First review of applications will be on Monday, September 23, 2024. The ideal candidate will independently perform full range of more complex accounting duties in the General Accounting Department of the Office of the Assistant Controller, including reviewing, analyzing, and classifying accounting documents and transactions and report preparation. Under general supervision, the incumbent will perform professional work of more complex to difficult nature; performs analysis, interact with budget coordinators and other department personnel inside and outside the District and perform general accounting functions as assigned by the Manager of Accounting. Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Application Process External applicants may only apply online, at www.bart.gov/jobs. Applicants needing assistance with the online application process may receive additional information by calling (510) 464-6112. Current employees are strongly encouraged to apply online, either at www.bart.gov/jobs, or on WebBART. Current employees may also apply using a BART paper application by delivering the completed form to the Human Resources Department, or by mailing it to P. O. Box 12688, Oakland, CA 94604-2688. All applicants are asked to complete the application in full, indicating dates of employment, all positions held, hours worked, and a full description of duties. On line applicants are invited to electronically attach a resume to the application form to provide supplemental information, but should not consider the resume a substitute for the application form itself. Applications must be complete by the closing date and time listed on the job announcement. Examples of Duties Participates in the more difficult and complex tasks related to financial reporting, general accounting, capital and operating billing, investment accounting, capital asset accounting, payroll, and accounts payable. Participates in the review, administration, monitoring and preparation of District-wide financial reports involving capital project costs; monitors funding agreements and project expenditures; ensures maintenance of expenditure records which conform to funding agency requirements and District policy. Prepares quarterly, semi-annual, or annual reporting required by funding agreements and provides support to related compliance audits. Handles more complex construction or funding contracts and ensures capital grant billings are done in compliance with guidelines; tracks amounts billed and to be collected and coordinates with various grantors on the status of the billings. Analyzes and maintains project retention records for use in the capital billing. Resolves billing issues with project manager and addresses grantor inquiries. Analyzes, reviews and reconciles all capital assets maintained by the District. Responsible for reviewing, analyzing, and accounting for transactions, including the required reconciliations, associated with leases and subscription-based information technology arrangement in compliance with GASB 87 and GASB 96. Performs comprehensive review of all operating and capital revenue and expense accounts for monthly close and ensures cost center revenues and expenses are posted to the correct account and department. In charge of more complex financial accounts including operating and capital grants and expenses. Prepares required journal entries to update financial records. Participates in all financial audits, audits of financial statements, compliance audit, audits initiated by granting agencies and internal audit, and provides relevant analyses, roll forward schedules, and required audit supports. Reviews Trial Balances of assigned Funds and ensures accuracy of account balances, reconciles account balances with related subsidiary ledgers and interfund balances with the District’s General Fund and other Funds, initiate adjustments of project costs, if necessary, ensures collections of receivables, and process fund closeout. Prepares financial statements related to Post Employment Benefit Trust Account, specifically the Retiree Health Benefit Trust and the Survivor Benefit Trust. Prepares the National Transit Database Report, State Controller’s Report, Schedule of Federal Awards required for the Single Audit and other similar reports. Assist in preparing the District’s cash flow statements, Required Supplementary Schedules and Statistical Information included in BART’s audited Annual Financial Comprehensive Report. Handles the biweekly reporting and reconciliation of CalPERS contributions. Analyzes employee records and reconciles BART records with CalPERS records. Communicates and coordinates with internal departments and CalPERS to ensure earning records are in accordance with CalPERS rules and regulations. Handles and processes corrections of employee records with CalPERS. Analyzes, monitors, and accounts for invoices that are needed to be accrued at the end of the fiscal year to ensure that the District’s records conform with Generally Accepted Accounting Principles. Analyzes construction in progress account per project and coordinates with project managers to ensure completed projects are properly capitalized to ensure correct reporting and disclosure in the financial statements. Analyzes and accounts for transactions associated with bond issuances and or refunding, including the accounting of bond proceeds, property tax collected for debt service, periodic accrual of interest expense and interest income on funds held, amortization of bonds/investments premiums or discounts, bonds refunded, and revaluation of investments to fair market value. Analyzes the refunding and calculates the deferred loss or gain. Prepares cash and investments schedules in accordance with GASB 40, debt related roll-forward schedules, and handles the associated annual audit and required footnote disclosures. Develops and recommends improvements to computerized financial management system and accounting procedures for efficiency, to conform with federal or state laws and generally accepted accounting principles, and to strengthen internal control. May train assigned employees in their areas of work including cost collection and analyses. Represents their division at various meetings with other departments and divisions; communicates information and activities with others as appropriate and participate in special projects Perform other tasks as assigned. Minimum Qualifications Education A Bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. CPA certification is preferred. Experience The equivalent of three (3) years of fulltime, professional level relevant general accounting, financial reporting, and/or auditing experience. License or Certificate A valid certificate as a Certified Public Accountant (CPA) is preferred. Substitution Additional professional experience as outlined above may be substituted for the education on a year-for- year basis. Knowledge and Skills Knowledge of : Advanced principles, practices and procedures of Accounting and Financial Reporting. Laws and regulations relating to the financial administration of public agencies and transportation authorities in the State of California. Principles of financial and operational analysis. Principles of Construction in Progress and asset capitalization. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project costing and how labor and non-labor data flow and are accounted for in the District’s financial reports. Principles of Project Cost billing. Principles of Operating Cost billing. Organization of voluminous financial data using advanced Excel and macros. Accounting for Investments and how transactions are presented in the financials. Accounting for Trust accounts. Principles and practices of financial record keeping and reporting. Principles of Government Accounting Standards Board (GASB) guidelines. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and accounting analyses and data organization. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of staff from various departments in finance, specifically Payroll, Accounts Payable, Accounts Receivable and Financial Reporting. Analyzing account issues and problems, identifying alternative solutions and implementing recommendations. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing financial data related contracts and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: Continuous
Sep 07, 2024
Full Time
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary PAY RATE AFSCME Grade F $123,544.42 (Minimum) - $160,609.16 Maximum) The negotiable salary will be between $123,544.42 - $146,339.09 commensurate on education and experience. REPORTS TO Manager of Accounting, General Accounting CURRENT ASSIGNMENT: First review of applications will be on Monday, September 23, 2024. The ideal candidate will independently perform full range of more complex accounting duties in the General Accounting Department of the Office of the Assistant Controller, including reviewing, analyzing, and classifying accounting documents and transactions and report preparation. Under general supervision, the incumbent will perform professional work of more complex to difficult nature; performs analysis, interact with budget coordinators and other department personnel inside and outside the District and perform general accounting functions as assigned by the Manager of Accounting. Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Application Process External applicants may only apply online, at www.bart.gov/jobs. Applicants needing assistance with the online application process may receive additional information by calling (510) 464-6112. Current employees are strongly encouraged to apply online, either at www.bart.gov/jobs, or on WebBART. Current employees may also apply using a BART paper application by delivering the completed form to the Human Resources Department, or by mailing it to P. O. Box 12688, Oakland, CA 94604-2688. All applicants are asked to complete the application in full, indicating dates of employment, all positions held, hours worked, and a full description of duties. On line applicants are invited to electronically attach a resume to the application form to provide supplemental information, but should not consider the resume a substitute for the application form itself. Applications must be complete by the closing date and time listed on the job announcement. Examples of Duties Participates in the more difficult and complex tasks related to financial reporting, general accounting, capital and operating billing, investment accounting, capital asset accounting, payroll, and accounts payable. Participates in the review, administration, monitoring and preparation of District-wide financial reports involving capital project costs; monitors funding agreements and project expenditures; ensures maintenance of expenditure records which conform to funding agency requirements and District policy. Prepares quarterly, semi-annual, or annual reporting required by funding agreements and provides support to related compliance audits. Handles more complex construction or funding contracts and ensures capital grant billings are done in compliance with guidelines; tracks amounts billed and to be collected and coordinates with various grantors on the status of the billings. Analyzes and maintains project retention records for use in the capital billing. Resolves billing issues with project manager and addresses grantor inquiries. Analyzes, reviews and reconciles all capital assets maintained by the District. Responsible for reviewing, analyzing, and accounting for transactions, including the required reconciliations, associated with leases and subscription-based information technology arrangement in compliance with GASB 87 and GASB 96. Performs comprehensive review of all operating and capital revenue and expense accounts for monthly close and ensures cost center revenues and expenses are posted to the correct account and department. In charge of more complex financial accounts including operating and capital grants and expenses. Prepares required journal entries to update financial records. Participates in all financial audits, audits of financial statements, compliance audit, audits initiated by granting agencies and internal audit, and provides relevant analyses, roll forward schedules, and required audit supports. Reviews Trial Balances of assigned Funds and ensures accuracy of account balances, reconciles account balances with related subsidiary ledgers and interfund balances with the District’s General Fund and other Funds, initiate adjustments of project costs, if necessary, ensures collections of receivables, and process fund closeout. Prepares financial statements related to Post Employment Benefit Trust Account, specifically the Retiree Health Benefit Trust and the Survivor Benefit Trust. Prepares the National Transit Database Report, State Controller’s Report, Schedule of Federal Awards required for the Single Audit and other similar reports. Assist in preparing the District’s cash flow statements, Required Supplementary Schedules and Statistical Information included in BART’s audited Annual Financial Comprehensive Report. Handles the biweekly reporting and reconciliation of CalPERS contributions. Analyzes employee records and reconciles BART records with CalPERS records. Communicates and coordinates with internal departments and CalPERS to ensure earning records are in accordance with CalPERS rules and regulations. Handles and processes corrections of employee records with CalPERS. Analyzes, monitors, and accounts for invoices that are needed to be accrued at the end of the fiscal year to ensure that the District’s records conform with Generally Accepted Accounting Principles. Analyzes construction in progress account per project and coordinates with project managers to ensure completed projects are properly capitalized to ensure correct reporting and disclosure in the financial statements. Analyzes and accounts for transactions associated with bond issuances and or refunding, including the accounting of bond proceeds, property tax collected for debt service, periodic accrual of interest expense and interest income on funds held, amortization of bonds/investments premiums or discounts, bonds refunded, and revaluation of investments to fair market value. Analyzes the refunding and calculates the deferred loss or gain. Prepares cash and investments schedules in accordance with GASB 40, debt related roll-forward schedules, and handles the associated annual audit and required footnote disclosures. Develops and recommends improvements to computerized financial management system and accounting procedures for efficiency, to conform with federal or state laws and generally accepted accounting principles, and to strengthen internal control. May train assigned employees in their areas of work including cost collection and analyses. Represents their division at various meetings with other departments and divisions; communicates information and activities with others as appropriate and participate in special projects Perform other tasks as assigned. Minimum Qualifications Education A Bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. CPA certification is preferred. Experience The equivalent of three (3) years of fulltime, professional level relevant general accounting, financial reporting, and/or auditing experience. License or Certificate A valid certificate as a Certified Public Accountant (CPA) is preferred. Substitution Additional professional experience as outlined above may be substituted for the education on a year-for- year basis. Knowledge and Skills Knowledge of : Advanced principles, practices and procedures of Accounting and Financial Reporting. Laws and regulations relating to the financial administration of public agencies and transportation authorities in the State of California. Principles of financial and operational analysis. Principles of Construction in Progress and asset capitalization. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project costing and how labor and non-labor data flow and are accounted for in the District’s financial reports. Principles of Project Cost billing. Principles of Operating Cost billing. Organization of voluminous financial data using advanced Excel and macros. Accounting for Investments and how transactions are presented in the financials. Accounting for Trust accounts. Principles and practices of financial record keeping and reporting. Principles of Government Accounting Standards Board (GASB) guidelines. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and accounting analyses and data organization. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of staff from various departments in finance, specifically Payroll, Accounts Payable, Accounts Receivable and Financial Reporting. Analyzing account issues and problems, identifying alternative solutions and implementing recommendations. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing financial data related contracts and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: Continuous
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary PAY RATE SEIU Professional Grade 11 $47.46/hour (Step 1) - $62.04/hour (Step 5) External candidates start at step 1 ($47.46/hour) REPORTS TO H. Aung CURRENT ASSIGNMENT The General Accounting Department currently has one (1) vacancy. The ideal candidate will independently perform full range of accounting duties in the General Accounting Department under the Office of the Assistant Controller, including reviewing, analyzing and classifying accounting documents and transactions. Under general supervision, the incumbent will perform professional work of a moderate to difficult nature; performs analysis, interact with budget coordinators and other department personnel inside and outside the District and perform general ledger functions as assigned by the Manager of Accounting. Successful applicants may be assigned to work on any or all of the following entities: BART, CCJPA (Capitol Corridor Joint Powers Authority), and RHBT (Retiree Health Benefit Trust). Responsibilities may include, but are not limited to, the following: Review capital project cost allocations and coordinates with other departments for any cost transfers and adjustments necessary Analyze and record cash, investment transactions, and other balance sheet and income statement accounts; prepares schedules and reconcile balances with General Ledger Record, track and analyze bond obligations Prepare and monitor billings of capital project costs for assigned funds. Ensure correct application of payment in the Accounts Receivable module Follow up and monitor collection of billings. Coordinate with financial analysts or project managers in collecting long-outstanding accounts Examine and test reliability of general accounting records Perform other tasks as assigned SELECTION PROCESS This is a SEIU Local 1021 Bargaining unit position. However, All SEIU members must follow the "Bid Form Process", failure to comply will invalidate an employee's application. The Employment Office will screen bids/applications/resumes against the minimum qualifications. Those candidates who meet the minimum qualifications will be referred to the hiring department for further consideration. The selection process may involve a skills/performance test, written exam, and/or a panel interview. Outside applicants will not be considered until all employees who have applied have been considered first. All applicants are asked to complete the application and/or Bid Form in full, indicating dates of employment, all positions held, hours worked, and a full description of duties. Online applicants are invited to electronically attach a resume to the application form to provide supplemental information but should not consider the resume a substitute for the Bid or application form. The selection process will include a screening for minimum qualifications as listed in this posting and may additionally involve a skills/performance test, written exam, and/or a panel interview. Outside applicants will not be considered until all employees who have applied have been considered first. APPLICATION PROCESS This is a SEIU Local 1021 Bargaining unit position. However, all full-time SEIU District employees must follow the internal maintenance "Short Form Application for District Pools" process. Failure to comply will invalidate employee's application. As actual vacancies occur, District employees on the internal eligibility list will be considered before outside candidates. External applicants may only apply online, at www.bart.gov/jobs . Applicants needing assistance with the on line application process may receive additional information by calling (510) 464-6112. The Employment Office will screen short form applications and resumes against the minimum qualifications. Those candidates who meet the minimum qualifications will be referred to the hiring department for further consideration. The selection process will involve a skills/performance test, written exam, and/or a panel interview. Outside applicants will not be considered until all employees who have applied have been considered first. All applicants are asked to complete the application in full, indicating dates of employment, all positions held, hours worked, and a full description of duties. Online applicants are invited to electronically attach a resume to the application form to provide supplemental information, but should not consider the resume a substitute for the application form itself. Examples of Duties Analyzes capital project cost reports on a continuing basis including coordination with other departments to ensure correctness of the reports. Reconciles capital project cost reports to the general ledger and fixed asset records. Assists in the preparation of schedules, reports, and records analysis required by internal and external auditors. Establishes or revises accounting procedures to conform with federal or state laws and generally accepted accounting principles. Creates, updates, and maintains operating manuals of policies, functions and projects within the Controller’s Office. Examines and tests reliability of payroll records, accounts payable documents and general accounting records. Assists in the monthly and year-end close of the District’s books and records. Reviews journal entries prepared by accountants for propriety, accuracy and completeness. Responds to surveys, questionnaires and other statistical inquiries related to the District’s financial reports. Provides technical support to other departments, accountants, and clerical staff. Minimum Qualifications Education : Possession of a bachelor’s degree in accounting or a related field from an accredited college or university. Experience: The equivalent of four (4) years of professional verifiable experience in professional accounting experience, preferably in a government or public agency setting. Substitution: An Associate in Arts degree in accounting plus seven (7)years of sub-professional accounting support work as a full charge bookkeeper; or an Associate in Arts degree in accounting plus six (6) years of varied accounting work as a Junior Accountant; or 24 degree-related units in accounting plus six (6) years of professional accounting experience. A bachelor’s degree is preferred. Knowledge and Skills Knowledge of: Principles, practices and terminology of general, commercial, fund and governmental accounting Principles and practices of payroll processing and wage and benefit plan concepts Principles and practices of business data processing, particularly as related to the processing and analysis of accounting information Preparation, interpretation and analysis of computer and manual input/output documents. Budgeting principles and terminology Standard office practices and procedures Applicable laws and regulations including those regulating public fiscal operations Skill/Ability in : Reviewing and interpreting complex financial reports, ledgers, records and legal documents Verifying the accuracy of financial data Ensuring proper authorization and documentation for disbursements Analyzing, posting, balancing and reconciling financial data and accounts; making accurate mathematical calculations Preparing clear, concise and complete financial reports and statements Establishing and maintaining effective working relationships with those contacted in the course of work Explaining technical subjects to non-technical personnel and others Making sound independent decisions within established guidelines Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 10 observed holidays and 3 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: 10/6/2024 11:59 PM Pacific
Sep 13, 2024
Full Time
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary PAY RATE SEIU Professional Grade 11 $47.46/hour (Step 1) - $62.04/hour (Step 5) External candidates start at step 1 ($47.46/hour) REPORTS TO H. Aung CURRENT ASSIGNMENT The General Accounting Department currently has one (1) vacancy. The ideal candidate will independently perform full range of accounting duties in the General Accounting Department under the Office of the Assistant Controller, including reviewing, analyzing and classifying accounting documents and transactions. Under general supervision, the incumbent will perform professional work of a moderate to difficult nature; performs analysis, interact with budget coordinators and other department personnel inside and outside the District and perform general ledger functions as assigned by the Manager of Accounting. Successful applicants may be assigned to work on any or all of the following entities: BART, CCJPA (Capitol Corridor Joint Powers Authority), and RHBT (Retiree Health Benefit Trust). Responsibilities may include, but are not limited to, the following: Review capital project cost allocations and coordinates with other departments for any cost transfers and adjustments necessary Analyze and record cash, investment transactions, and other balance sheet and income statement accounts; prepares schedules and reconcile balances with General Ledger Record, track and analyze bond obligations Prepare and monitor billings of capital project costs for assigned funds. Ensure correct application of payment in the Accounts Receivable module Follow up and monitor collection of billings. Coordinate with financial analysts or project managers in collecting long-outstanding accounts Examine and test reliability of general accounting records Perform other tasks as assigned SELECTION PROCESS This is a SEIU Local 1021 Bargaining unit position. However, All SEIU members must follow the "Bid Form Process", failure to comply will invalidate an employee's application. The Employment Office will screen bids/applications/resumes against the minimum qualifications. Those candidates who meet the minimum qualifications will be referred to the hiring department for further consideration. The selection process may involve a skills/performance test, written exam, and/or a panel interview. Outside applicants will not be considered until all employees who have applied have been considered first. All applicants are asked to complete the application and/or Bid Form in full, indicating dates of employment, all positions held, hours worked, and a full description of duties. Online applicants are invited to electronically attach a resume to the application form to provide supplemental information but should not consider the resume a substitute for the Bid or application form. The selection process will include a screening for minimum qualifications as listed in this posting and may additionally involve a skills/performance test, written exam, and/or a panel interview. Outside applicants will not be considered until all employees who have applied have been considered first. APPLICATION PROCESS This is a SEIU Local 1021 Bargaining unit position. However, all full-time SEIU District employees must follow the internal maintenance "Short Form Application for District Pools" process. Failure to comply will invalidate employee's application. As actual vacancies occur, District employees on the internal eligibility list will be considered before outside candidates. External applicants may only apply online, at www.bart.gov/jobs . Applicants needing assistance with the on line application process may receive additional information by calling (510) 464-6112. The Employment Office will screen short form applications and resumes against the minimum qualifications. Those candidates who meet the minimum qualifications will be referred to the hiring department for further consideration. The selection process will involve a skills/performance test, written exam, and/or a panel interview. Outside applicants will not be considered until all employees who have applied have been considered first. All applicants are asked to complete the application in full, indicating dates of employment, all positions held, hours worked, and a full description of duties. Online applicants are invited to electronically attach a resume to the application form to provide supplemental information, but should not consider the resume a substitute for the application form itself. Examples of Duties Analyzes capital project cost reports on a continuing basis including coordination with other departments to ensure correctness of the reports. Reconciles capital project cost reports to the general ledger and fixed asset records. Assists in the preparation of schedules, reports, and records analysis required by internal and external auditors. Establishes or revises accounting procedures to conform with federal or state laws and generally accepted accounting principles. Creates, updates, and maintains operating manuals of policies, functions and projects within the Controller’s Office. Examines and tests reliability of payroll records, accounts payable documents and general accounting records. Assists in the monthly and year-end close of the District’s books and records. Reviews journal entries prepared by accountants for propriety, accuracy and completeness. Responds to surveys, questionnaires and other statistical inquiries related to the District’s financial reports. Provides technical support to other departments, accountants, and clerical staff. Minimum Qualifications Education : Possession of a bachelor’s degree in accounting or a related field from an accredited college or university. Experience: The equivalent of four (4) years of professional verifiable experience in professional accounting experience, preferably in a government or public agency setting. Substitution: An Associate in Arts degree in accounting plus seven (7)years of sub-professional accounting support work as a full charge bookkeeper; or an Associate in Arts degree in accounting plus six (6) years of varied accounting work as a Junior Accountant; or 24 degree-related units in accounting plus six (6) years of professional accounting experience. A bachelor’s degree is preferred. Knowledge and Skills Knowledge of: Principles, practices and terminology of general, commercial, fund and governmental accounting Principles and practices of payroll processing and wage and benefit plan concepts Principles and practices of business data processing, particularly as related to the processing and analysis of accounting information Preparation, interpretation and analysis of computer and manual input/output documents. Budgeting principles and terminology Standard office practices and procedures Applicable laws and regulations including those regulating public fiscal operations Skill/Ability in : Reviewing and interpreting complex financial reports, ledgers, records and legal documents Verifying the accuracy of financial data Ensuring proper authorization and documentation for disbursements Analyzing, posting, balancing and reconciling financial data and accounts; making accurate mathematical calculations Preparing clear, concise and complete financial reports and statements Establishing and maintaining effective working relationships with those contacted in the course of work Explaining technical subjects to non-technical personnel and others Making sound independent decisions within established guidelines Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 10 observed holidays and 3 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: 10/6/2024 11:59 PM Pacific
CA DEPARTMENT OF JUSTICE
Sacramento, California, United States
Job Description and Duties Under the general direction of the Staff Administrative Analyst (Accounting Systems), the Associate Administrative Analyst (Accounting Systems) will perform the more complex technological studies related to the implementation of Department of Justice (DOJ) and statewide fiscal and accounting systems. The incumbent works with the Fiscal Systems Unit staff, providing guidance and recommendations to management on the impacts of new systems and designs solutions to support DOJ’s mission, while advising management on accounting fiscal system problems. The Associate Administrative Analyst also corresponds with control agencies and data centers to set criteria required to implement the electronic exchange of data. The incumbent will create and maintain current databases essential to the completion of work processes within the Accounting Office and other units within the DOJ. Please let us know how you heard about our position by taking this brief survey: https://www.surveymonkey.com/r/P7X675V You will find additional information about the job in the Duty Statement . Working Conditions This position offers a hybrid schedule (i.e. combined remote and in-office work schedules). If you are interested in a work/life balance, savings on transportation expenses and want work flexibility, this position may be for you! Minimum Requirements You will find the Minimum Requirements in the Class Specification. ASSOCIATE ADMINISTRATIVE ANALYST ACCOUNTING SYSTEMS Additional Documents Job Application Package Checklist Duty Statement Position Details Job Code #: JC-450423 Position #(s): 420-023-5304-001 Working Title: System Administrator/ Data Analyst Classification: ASSOCIATE ADMINISTRATIVE ANALYST ACCOUNTING SYSTEMS $6,146.00 - $7,698.00 A # of Positions: 1 Work Location: Sacramento County Telework: Hybrid Job Type: Permanent, Full Time Work Shift: 8:00am - 5:00pm Work Week: Monday - Friday Department Information This position is located in the Division of Operations, Accounting Office, Fiscal Systems Unit in Sacramento. Please disregard the SROA/Surplus language below, as the Department of Justice requires applicants to submit their SROA/Surplus Letter if that is the basis of their eligibility. For more information about the Department please visit the Attorney General’s website at www.oag.ca.gov. Special Requirements A fingerprint check will be required. Clearly indicate the Job Control Code (JC-450423) and the title of this position in the “Examination or Job Title(s) For Which You Are Applying” section located on the first page of your State Application. If you previously applied for JC-445996 you do not need to re-apply, as your application will be considered. Application Instructions Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application. Final Filing Date: 10/9/2024 Who May Apply Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s). Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s). How To Apply Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at www.CalCareers.ca.gov. When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below: Address for Mailing Application Packages You may submit your application and any applicable or required documents to: Department of Justice OPS-Danielle Hendricks Attn: Danielle Hendricks 1300 I Street, Suite 820 Sacramento , CA 95814 Address for Drop-Off Application Packages You may drop off your application and any applicable or required documents at: Department of Justice OPS-Danielle Hendricks Danielle Hendricks 1300 I Street, Suite 820 Sacramento , CA 95814 08:00 AM - 05:00 PM Required Application Package Documents The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job: Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov. All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position. Resume is required and must be included. School Transcripts Statement of Qualifications - A Statement of Qualifications (SOQ) serves as documentation of the candidate's ability to present information clearly and concisely in writing. Include your name and the job control number in the upper right-hand corner. The SOQ must be single spaced, size 12 pt. Arial font, and be no more than 2 pages. All items from 1-4 must be answered in the exact numerical order as listed. Each of the 4 prompts should be clearly numbered and appear in bold as headers within the document. 1. Describe in detail your experience working with and/or administering financial and/or ERP systems. 2. Describe in your experience with database development. 3. Describe in your experience working with mainframes. 4. Describe in your experience working with Microsoft products as a user and as a developer. Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting. Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate: Knowledge of accounting principles and procedures. Experience with system administration, maintaining tables, troubleshooting technical issues, and providing timely solutions. Experience with mainframes and working within a Linux, COBOL, and/or JCL environment. Experience with VBA coding, database development, form design, and report creation. Experience with SQL query writing, flowcharting, and ability to data mine, and/or extract, transform, and load data into tables. Advanced spreadsheet skills and ability to analyze large data sets, draw sound conclusions, and make recommendations. Ability to establish priorities, organize workload, multi-task, work well under pressure, and exercise initiative and flexibility. Fast learner, self-motivated, dependable, detail oriented, and ability to problem solve and work independently. Team oriented, great communication skills, positive attitude, and ability to work cooperatively with others. Benefits Benefit information can be found on the CalHR website and the CalPERS website. Contact Information The Hiring Unit Contact is available to answer questions regarding the position or application process. Hiring Unit Contact: Danielle Hendricks (916) 210-6452 OPSJC@doj.ca.gov Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office. EEO Contact: EEO Officer (916) 210-7580 EERROffice@doj.ca.gov California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device. Examination Link Associate Administrative Analyst (Accounting Systems): https://calcareers.ca.gov/CalHrPublic/Exams/ExamBulletin.aspx?ExamControlId=1590 Additional Information on Application Filing Please note, if using the United States Postal Service for delivery, there's no guarantee that your application will be date stamped and will arrive by the final filing date. If your application does not have a postmark or date stamp and arrives after the final filing date, your application will not be accepted. Therefore, to ensure timely delivery of your application, it is recommended that you use either electronic delivery, parcel service, or certified mail. Using one of these options will provide proof of delivery prior to the final filing date. Equal Opportunity Employer The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants. Closing Date/Time: 10/9/2024
Sep 25, 2024
Full Time
Job Description and Duties Under the general direction of the Staff Administrative Analyst (Accounting Systems), the Associate Administrative Analyst (Accounting Systems) will perform the more complex technological studies related to the implementation of Department of Justice (DOJ) and statewide fiscal and accounting systems. The incumbent works with the Fiscal Systems Unit staff, providing guidance and recommendations to management on the impacts of new systems and designs solutions to support DOJ’s mission, while advising management on accounting fiscal system problems. The Associate Administrative Analyst also corresponds with control agencies and data centers to set criteria required to implement the electronic exchange of data. The incumbent will create and maintain current databases essential to the completion of work processes within the Accounting Office and other units within the DOJ. Please let us know how you heard about our position by taking this brief survey: https://www.surveymonkey.com/r/P7X675V You will find additional information about the job in the Duty Statement . Working Conditions This position offers a hybrid schedule (i.e. combined remote and in-office work schedules). If you are interested in a work/life balance, savings on transportation expenses and want work flexibility, this position may be for you! Minimum Requirements You will find the Minimum Requirements in the Class Specification. ASSOCIATE ADMINISTRATIVE ANALYST ACCOUNTING SYSTEMS Additional Documents Job Application Package Checklist Duty Statement Position Details Job Code #: JC-450423 Position #(s): 420-023-5304-001 Working Title: System Administrator/ Data Analyst Classification: ASSOCIATE ADMINISTRATIVE ANALYST ACCOUNTING SYSTEMS $6,146.00 - $7,698.00 A # of Positions: 1 Work Location: Sacramento County Telework: Hybrid Job Type: Permanent, Full Time Work Shift: 8:00am - 5:00pm Work Week: Monday - Friday Department Information This position is located in the Division of Operations, Accounting Office, Fiscal Systems Unit in Sacramento. Please disregard the SROA/Surplus language below, as the Department of Justice requires applicants to submit their SROA/Surplus Letter if that is the basis of their eligibility. For more information about the Department please visit the Attorney General’s website at www.oag.ca.gov. Special Requirements A fingerprint check will be required. Clearly indicate the Job Control Code (JC-450423) and the title of this position in the “Examination or Job Title(s) For Which You Are Applying” section located on the first page of your State Application. If you previously applied for JC-445996 you do not need to re-apply, as your application will be considered. Application Instructions Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application. Final Filing Date: 10/9/2024 Who May Apply Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s). Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s). How To Apply Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at www.CalCareers.ca.gov. When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below: Address for Mailing Application Packages You may submit your application and any applicable or required documents to: Department of Justice OPS-Danielle Hendricks Attn: Danielle Hendricks 1300 I Street, Suite 820 Sacramento , CA 95814 Address for Drop-Off Application Packages You may drop off your application and any applicable or required documents at: Department of Justice OPS-Danielle Hendricks Danielle Hendricks 1300 I Street, Suite 820 Sacramento , CA 95814 08:00 AM - 05:00 PM Required Application Package Documents The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job: Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov. All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position. Resume is required and must be included. School Transcripts Statement of Qualifications - A Statement of Qualifications (SOQ) serves as documentation of the candidate's ability to present information clearly and concisely in writing. Include your name and the job control number in the upper right-hand corner. The SOQ must be single spaced, size 12 pt. Arial font, and be no more than 2 pages. All items from 1-4 must be answered in the exact numerical order as listed. Each of the 4 prompts should be clearly numbered and appear in bold as headers within the document. 1. Describe in detail your experience working with and/or administering financial and/or ERP systems. 2. Describe in your experience with database development. 3. Describe in your experience working with mainframes. 4. Describe in your experience working with Microsoft products as a user and as a developer. Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting. Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate: Knowledge of accounting principles and procedures. Experience with system administration, maintaining tables, troubleshooting technical issues, and providing timely solutions. Experience with mainframes and working within a Linux, COBOL, and/or JCL environment. Experience with VBA coding, database development, form design, and report creation. Experience with SQL query writing, flowcharting, and ability to data mine, and/or extract, transform, and load data into tables. Advanced spreadsheet skills and ability to analyze large data sets, draw sound conclusions, and make recommendations. Ability to establish priorities, organize workload, multi-task, work well under pressure, and exercise initiative and flexibility. Fast learner, self-motivated, dependable, detail oriented, and ability to problem solve and work independently. Team oriented, great communication skills, positive attitude, and ability to work cooperatively with others. Benefits Benefit information can be found on the CalHR website and the CalPERS website. Contact Information The Hiring Unit Contact is available to answer questions regarding the position or application process. Hiring Unit Contact: Danielle Hendricks (916) 210-6452 OPSJC@doj.ca.gov Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office. EEO Contact: EEO Officer (916) 210-7580 EERROffice@doj.ca.gov California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device. Examination Link Associate Administrative Analyst (Accounting Systems): https://calcareers.ca.gov/CalHrPublic/Exams/ExamBulletin.aspx?ExamControlId=1590 Additional Information on Application Filing Please note, if using the United States Postal Service for delivery, there's no guarantee that your application will be date stamped and will arrive by the final filing date. If your application does not have a postmark or date stamp and arrives after the final filing date, your application will not be accepted. Therefore, to ensure timely delivery of your application, it is recommended that you use either electronic delivery, parcel service, or certified mail. Using one of these options will provide proof of delivery prior to the final filing date. Equal Opportunity Employer The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants. Closing Date/Time: 10/9/2024
City of Huntington Beach, CA
Huntington Beach, California, United States
Description The City of Huntington Beach offers flexible schedule options, including 5/40, 9/80, and 4/10 work schedules. Additionally, the ability to participate in a pet insurance program will be available as of January 1, 2024. (Updated 12/19/23) The next review of applications is now scheduled to occur for applications received before 10:00 am on January 8, 2024 . This recruitment may close at any time after that date, once a sufficiently strong candidate pool has been established. (updated 12/19/23) NOTE: This posting is a job series in which applications will be accepted, reviewed, and considered based on the qualifications listed on the application. The candidates that meet the minimum qualifications and best meet the City's current needs will be invited to test at the appropriate job level within the series. Only ONE APPLICATION needs to be submitted to be considered for this job series. SALARY RANGE: Senior Finance Analyst : $94,151 - $126,172 annually Principal Finance Analyst : $101,953 - $136,626 annually Here in Huntington Beach, we believe passionately that the key to becoming the best beach City in the world starts and ends with finding the right people to join our team. At this time, we have an outstanding career opportunity available, as we're looking for the "right person" to serve as Senior Finance Analyst or Principal Finance Analyst with the FinanceDepartment . Finance Department The Finance Department, through its four Divisions, provides financial management, oversight, monitoring and reporting functions for the City's complex financial resources. The department accomplishes this objective by providing budgetary oversight, monitoring and preparation; purchasing and procurement expertise; accounting and financial reporting services; cashiering, accounts receivable and collections services; payroll and accounts payable services; utility billing; and business license customer service. The Position The Senior Finance Analyst performs a variety of advanced professional-level accounting, budgetary, and financial analysis and reporting related to the City's financial functions and perform a broad range of related duties. The Principal Finance Analyst performs difficult and complex professional-level financial analysis requiring advanced knowledge and competency in various financial functions such as accounting, budgeting and financial planning; supervises the activities of assigned personnel and provides responsible staff assistance to the Finance Manager or Chief Financial Officer/Assistant Chief Financial Officer. The current vacancies are in the Budget Management Division and the Accounting Services Division. The Budget Management Division is responsible for assisting the City Council and Executive Management team in managing the City's resources, developing and maintaining the City's long-range financial projections, and evaluating the fiscal impact of legislative initiatives and judicial decisions affecting the City . Accounting Services is responsible for maintaining a system of internal controls that preserves and safeguards the City's assets and implementing new accounting requirements. This Division is also responsible for serving as the audit liaison for all departments and serves as the City’s liaison for all financial audits of the City. Accounts Payable is responsible for the processing and payment of all City obligations. (Updated 11/14/23) Examples of Essential Duties Senior Finance Analyst Perform complex financial calculations and analysis; prepare comprehensive financial studies, statements, and reports Prepare and analyze a variety of financial statements, schedules, and reports; ensures that financial statements are prepared on a timely basis in accordance with related governmental accounting regulations Assist in the development of accounting and audit control methods, systems and procedures to comply with accounting procedures, laws, ordinances and regulations; coordinate the preparation of external audit materials and assists auditors in the fiscal year review Assists in establishing parameters for revenue and expenditure estimates and makes recommendations for fiscal guidelines in the budgetary process; participates in the development of schedules, formats, policies, and procedures for the annual adopted budget Assists departments with the formulation, implementation and administration of capital and operating budgets Provides direction to department staff; serves as Finance Department liaison in directing and assisting department representatives with accounting, financial reporting and budget development, administration and implementation throughout the year to ensure adherence to established budget and financial parameters Monitors and reviews financial performance of City departments and projects by conducting budgetary, variance and fund analyses and preparing reports; reviews revenue and expenditures of departmental budgets and develops mitigation plans Please click here to review the full job description. Principal Finance Analyst Performs professional tasks in support of the City’s financial management operations; prepares a variety of complex analyses involving revenue and expenditures, payroll, accounts payable, accounts receivables, budget, and treasury operations. Assigns, monitors and supervises the work of subordinate staff involved in performing accounting, budget, treasury, and financial analysis; participates in the selection and hiring of personnel; conducts performance evaluations and recommends merit step increases; assesses disciplinary action when needed; provides and/or recommends training Leads the preparation, implementation, monitoring and evaluation of capital improvement plans and budgets; monitors and updates operating and capital budget adjustments and funding changes; reviews CIP requests for financial compliance Oversees the coordination of the master fee schedule Prepares and analyzes highly complex and sensitive budget requests, policy proposals, and financial reports, including reports regarding the City’s long-term obligations, revenue forecasts and expenditure trends Assists in the preparation of a variety of complex financial analyses, forecasts, and reports, including the annual budget, Annual Comprehensive Financial Report (ACFR) and the Popular Annual Financial Report (PAFR) Develops presentations to help summarize budget results, financial reports, forecasts and trends in a comprehensive and easy-to understand format Please click here to review the full job description. Minimum Qualifications Education: A Bachelor’s degree from an accredited college or university in Accounting, Economics, Finance, Business, Public Administration or other closely related field. A Master’s degree, Certified Public Accountant (CPA), and/or Certified Government Financial Manager (CGFM) is desirable. Experience: Senior Finance Analyst : Four (4) years’ professional level experience performing complex governmental accounting, budgetary financial analysis and research including two (2) years’ related finance and/or auditing experience for a municipality or other public sector entity. Principal Finance Analyst : Four (4) years’ increasingly responsible professional level governmental financial management, accounting, budgeting or auditing experience, with an emphasis in business and revenue operations activities, including one (1) year in a senior capacity or as supervisor of professional-level finance staff for a municipality or other public sector entity. Certificates/Licenses: A valid California Class C driver license with an acceptable driving record required at time of appointment and during course of employment. Supplemental Information APPLICATION AND SELECTION PROCESS: Application Review Examination(s) - A virtual oral exam (weighted 100%) is tentatively scheduled for a date TBD (updated 11/14/23) Selection Interview Background Investigation Appointment The City of Huntington Beach offers a comprehensive benefit package to Management Employees' Organization members including: The SALARY RANGE is composed of seven steps. Merit step increases are based on satisfactory performance. PROMOTIONS within the City are based upon the merit system principles emphasizing individual ability and utilizing competitive examinations. TWELVE PAID HOLIDAYS provided per year. GENERAL LEAVE with pay of 176 hours is granted to regular employees. After four years' service additional general leave hours are earned, up to 256 hours after fifteen years' service. ADMINISTRATIVE LEAVE with pay is granted in the amount of 60 hours per calendar year. EDUCATIONAL INCENTIVE PLANS are available for eligible employees to develop their knowledge and abilities. GROUP INSURANCE PROGRAMS are available to eligible City employees. These programs include medical, dental, vision, long-term disability, life and accidental death and dismemberment insurances. FLEXIBLE SPENDING ACCOUNTS are available where employees use pre-tax salary to pay for regular child care, adult dependent care and/or medical expenses. RETIREMENT BENEFITS are provided by the California Public Employee's Retirement System. Every regular employee becomes a member immediately upon employment. Effective January 1, 2013, the Public Employees' Pension Reform Act will apply to new members of CalPERS. A new member is defined as a new hire who is brought into CalPERS membership for the first time on or after 1/1/13 and has no prior membership in a California public retirement system; is not eligible for reciprocity with another California public retirement system; or is rehired by a different CalPERS employer after a break in service of greater than six (6) months. All employees hired on or after January 1, 2013 will be subject to CalPERS membership review for applicability of PEPRA. Employees enrolled in CalPERS prior to January 1, 2013 are considered classic members. The benefit formula, final compensation period, and member contribution rate is as represented below: Classic Miscellaneous Members: Benefit Formula Miscellaneous 2.5% at age 55 Final Compensation Period 1-year Final Compensation Member Contribution Rate 9.0% of Reportable Compensation New Miscellaneous Members under PEPRA: Benefit Formula Miscellaneous 2% at age 62 Final Compensation Period 3-year Final Compensation Member Contribution Rate 8.25% of Reportable Compensation (eff. 7/1/23) DEFERRED COMPENSATION: Two voluntary deferred compensation 457 plans are available. CREDIT UNION membership is available to all City employees and provides access to low interest loans. FLEXIBLE WORK SCHEDULES: Employees will have the option of working a 5/40 or 9/80 work schedule with Supervisor and Department Head approval. Employees assigned to the Police Department shall retain the option of working the 4/10 work schedule with Supervisor and Department Head approval. In order to maintain service to the public, departmental effectiveness, productivity and/or efficiency, a Department Head may assign an employee a different work schedule that is in compliance with the requirements of FLSA with City Manager approval. NOTE: The provisions of this bulletin do not constitute a contract expressed or implied, and any provisions contained herein may be modified or revoked without notice. For a more detailed overview of the benefits, review the Memorandum of Understanding and Side Letters at: MEMORANDA OF UNDERSTANDINGS Click on the links under "Management Employees' Organization". Closing Date/Time: Continuous
Jul 14, 2024
Full Time
Description The City of Huntington Beach offers flexible schedule options, including 5/40, 9/80, and 4/10 work schedules. Additionally, the ability to participate in a pet insurance program will be available as of January 1, 2024. (Updated 12/19/23) The next review of applications is now scheduled to occur for applications received before 10:00 am on January 8, 2024 . This recruitment may close at any time after that date, once a sufficiently strong candidate pool has been established. (updated 12/19/23) NOTE: This posting is a job series in which applications will be accepted, reviewed, and considered based on the qualifications listed on the application. The candidates that meet the minimum qualifications and best meet the City's current needs will be invited to test at the appropriate job level within the series. Only ONE APPLICATION needs to be submitted to be considered for this job series. SALARY RANGE: Senior Finance Analyst : $94,151 - $126,172 annually Principal Finance Analyst : $101,953 - $136,626 annually Here in Huntington Beach, we believe passionately that the key to becoming the best beach City in the world starts and ends with finding the right people to join our team. At this time, we have an outstanding career opportunity available, as we're looking for the "right person" to serve as Senior Finance Analyst or Principal Finance Analyst with the FinanceDepartment . Finance Department The Finance Department, through its four Divisions, provides financial management, oversight, monitoring and reporting functions for the City's complex financial resources. The department accomplishes this objective by providing budgetary oversight, monitoring and preparation; purchasing and procurement expertise; accounting and financial reporting services; cashiering, accounts receivable and collections services; payroll and accounts payable services; utility billing; and business license customer service. The Position The Senior Finance Analyst performs a variety of advanced professional-level accounting, budgetary, and financial analysis and reporting related to the City's financial functions and perform a broad range of related duties. The Principal Finance Analyst performs difficult and complex professional-level financial analysis requiring advanced knowledge and competency in various financial functions such as accounting, budgeting and financial planning; supervises the activities of assigned personnel and provides responsible staff assistance to the Finance Manager or Chief Financial Officer/Assistant Chief Financial Officer. The current vacancies are in the Budget Management Division and the Accounting Services Division. The Budget Management Division is responsible for assisting the City Council and Executive Management team in managing the City's resources, developing and maintaining the City's long-range financial projections, and evaluating the fiscal impact of legislative initiatives and judicial decisions affecting the City . Accounting Services is responsible for maintaining a system of internal controls that preserves and safeguards the City's assets and implementing new accounting requirements. This Division is also responsible for serving as the audit liaison for all departments and serves as the City’s liaison for all financial audits of the City. Accounts Payable is responsible for the processing and payment of all City obligations. (Updated 11/14/23) Examples of Essential Duties Senior Finance Analyst Perform complex financial calculations and analysis; prepare comprehensive financial studies, statements, and reports Prepare and analyze a variety of financial statements, schedules, and reports; ensures that financial statements are prepared on a timely basis in accordance with related governmental accounting regulations Assist in the development of accounting and audit control methods, systems and procedures to comply with accounting procedures, laws, ordinances and regulations; coordinate the preparation of external audit materials and assists auditors in the fiscal year review Assists in establishing parameters for revenue and expenditure estimates and makes recommendations for fiscal guidelines in the budgetary process; participates in the development of schedules, formats, policies, and procedures for the annual adopted budget Assists departments with the formulation, implementation and administration of capital and operating budgets Provides direction to department staff; serves as Finance Department liaison in directing and assisting department representatives with accounting, financial reporting and budget development, administration and implementation throughout the year to ensure adherence to established budget and financial parameters Monitors and reviews financial performance of City departments and projects by conducting budgetary, variance and fund analyses and preparing reports; reviews revenue and expenditures of departmental budgets and develops mitigation plans Please click here to review the full job description. Principal Finance Analyst Performs professional tasks in support of the City’s financial management operations; prepares a variety of complex analyses involving revenue and expenditures, payroll, accounts payable, accounts receivables, budget, and treasury operations. Assigns, monitors and supervises the work of subordinate staff involved in performing accounting, budget, treasury, and financial analysis; participates in the selection and hiring of personnel; conducts performance evaluations and recommends merit step increases; assesses disciplinary action when needed; provides and/or recommends training Leads the preparation, implementation, monitoring and evaluation of capital improvement plans and budgets; monitors and updates operating and capital budget adjustments and funding changes; reviews CIP requests for financial compliance Oversees the coordination of the master fee schedule Prepares and analyzes highly complex and sensitive budget requests, policy proposals, and financial reports, including reports regarding the City’s long-term obligations, revenue forecasts and expenditure trends Assists in the preparation of a variety of complex financial analyses, forecasts, and reports, including the annual budget, Annual Comprehensive Financial Report (ACFR) and the Popular Annual Financial Report (PAFR) Develops presentations to help summarize budget results, financial reports, forecasts and trends in a comprehensive and easy-to understand format Please click here to review the full job description. Minimum Qualifications Education: A Bachelor’s degree from an accredited college or university in Accounting, Economics, Finance, Business, Public Administration or other closely related field. A Master’s degree, Certified Public Accountant (CPA), and/or Certified Government Financial Manager (CGFM) is desirable. Experience: Senior Finance Analyst : Four (4) years’ professional level experience performing complex governmental accounting, budgetary financial analysis and research including two (2) years’ related finance and/or auditing experience for a municipality or other public sector entity. Principal Finance Analyst : Four (4) years’ increasingly responsible professional level governmental financial management, accounting, budgeting or auditing experience, with an emphasis in business and revenue operations activities, including one (1) year in a senior capacity or as supervisor of professional-level finance staff for a municipality or other public sector entity. Certificates/Licenses: A valid California Class C driver license with an acceptable driving record required at time of appointment and during course of employment. Supplemental Information APPLICATION AND SELECTION PROCESS: Application Review Examination(s) - A virtual oral exam (weighted 100%) is tentatively scheduled for a date TBD (updated 11/14/23) Selection Interview Background Investigation Appointment The City of Huntington Beach offers a comprehensive benefit package to Management Employees' Organization members including: The SALARY RANGE is composed of seven steps. Merit step increases are based on satisfactory performance. PROMOTIONS within the City are based upon the merit system principles emphasizing individual ability and utilizing competitive examinations. TWELVE PAID HOLIDAYS provided per year. GENERAL LEAVE with pay of 176 hours is granted to regular employees. After four years' service additional general leave hours are earned, up to 256 hours after fifteen years' service. ADMINISTRATIVE LEAVE with pay is granted in the amount of 60 hours per calendar year. EDUCATIONAL INCENTIVE PLANS are available for eligible employees to develop their knowledge and abilities. GROUP INSURANCE PROGRAMS are available to eligible City employees. These programs include medical, dental, vision, long-term disability, life and accidental death and dismemberment insurances. FLEXIBLE SPENDING ACCOUNTS are available where employees use pre-tax salary to pay for regular child care, adult dependent care and/or medical expenses. RETIREMENT BENEFITS are provided by the California Public Employee's Retirement System. Every regular employee becomes a member immediately upon employment. Effective January 1, 2013, the Public Employees' Pension Reform Act will apply to new members of CalPERS. A new member is defined as a new hire who is brought into CalPERS membership for the first time on or after 1/1/13 and has no prior membership in a California public retirement system; is not eligible for reciprocity with another California public retirement system; or is rehired by a different CalPERS employer after a break in service of greater than six (6) months. All employees hired on or after January 1, 2013 will be subject to CalPERS membership review for applicability of PEPRA. Employees enrolled in CalPERS prior to January 1, 2013 are considered classic members. The benefit formula, final compensation period, and member contribution rate is as represented below: Classic Miscellaneous Members: Benefit Formula Miscellaneous 2.5% at age 55 Final Compensation Period 1-year Final Compensation Member Contribution Rate 9.0% of Reportable Compensation New Miscellaneous Members under PEPRA: Benefit Formula Miscellaneous 2% at age 62 Final Compensation Period 3-year Final Compensation Member Contribution Rate 8.25% of Reportable Compensation (eff. 7/1/23) DEFERRED COMPENSATION: Two voluntary deferred compensation 457 plans are available. CREDIT UNION membership is available to all City employees and provides access to low interest loans. FLEXIBLE WORK SCHEDULES: Employees will have the option of working a 5/40 or 9/80 work schedule with Supervisor and Department Head approval. Employees assigned to the Police Department shall retain the option of working the 4/10 work schedule with Supervisor and Department Head approval. In order to maintain service to the public, departmental effectiveness, productivity and/or efficiency, a Department Head may assign an employee a different work schedule that is in compliance with the requirements of FLSA with City Manager approval. NOTE: The provisions of this bulletin do not constitute a contract expressed or implied, and any provisions contained herein may be modified or revoked without notice. For a more detailed overview of the benefits, review the Memorandum of Understanding and Side Letters at: MEMORANDA OF UNDERSTANDINGS Click on the links under "Management Employees' Organization". Closing Date/Time: Continuous
City of Palo Alto
Palo Alto, California, United States
Description: Are you an experienced professional passionate about financial stewardship and delivering excellent customer service? We are seeking Analysts to join our dynamic team! Exciting Career Opportunity The City of Palo Alto is looking for dynamic critical thinker s with a passion for public service to a serve as a Senior Management Analyst or Management Analyst . There are two openings in the Administrative Services Department: one in the Real Estate Division and one in the Treasury Division. S uccessful candidates are well-rounded, agile, top performers with experience in real estate or treasury management practices. In the Real Estate Division, candidates that can establish trusting relationships internally and externally, solve problems effectively, and act on their own initiative will thrive in this role. In the Treasury Division, i ndividuals with excellent interpersonal skills and is an accomplished financial professional with fiscal analysis and project management skills, experience administrating taxes and has a highly collaborative approach to work will be successful in this role. Both positions are looking for high performing individual contributors interested in optimizing real estate and treasury operations for the City. The Real Estate Analyst will play a key role in collaborating with City departments to identify real estate needs and develop effective solutions through comprehensive options and recommendations. Reporting to the Real Property Manager, this position aims to optimize the use of City properties to maximize both financial and non-financial benefits. Key responsibilities include tracking and reporting on the performance of the City's real estate assets, cultivating relationships with stakeholders, and negotiating and drafting contracts. The ideal candidate will effectively manage multiple assignments, enhance the City’s real estate policies and processes, and understand departmental functions and priorities. They will also possess the following attributes: Sound Decision Maker: Balances organizational needs with job requirements, focusing on details while maintaining strategic goals for the City. Critical Thinker: Demonstrates strong analytical skills and real estate expertise for effective management of related activities. Collaborative and Customer-Focused: Approaches challenges creatively, influences decisions positively, diffuses conflict, and seeks compromises by considering diverse perspectives. Contract and Policy Interpreter: Skilled in understanding contracts, policies, and applicable laws related to real estate, prioritizing tasks to meet deadlines. Effective Communicator: Strong written and verbal skills for crafting concise reports and engaging with department staff, directors, the City Manager, and elected officials. Team Player: Exhibits a positive attitude, strong work ethic, and a commitment to organizational impact, with a willingness to learn and take on new challenges. The Treasury Analyst will engage in professional-level work, collaborating closely with City departments and tax and fee consultants. This role focuses on understanding the City’s cash and tax revenue needs to effectively manage cash solvency, track and forecast tax revenues, and oversee related functions. Reporting to the ASD Assistant Director and Treasury Manager, the Analyst will ensure accurate accounting, continuous monitoring, and effective management of the City’s tax revenues. The ideal candidate will possess strong interpersonal skills, a solid background in financial analysis and project management, and experience in tax administration. They will also demonstrate the following attributes: Certification: Certified Grants Management Specialist (CGMS) designation from the National Grants Management Association is highly desirable . Balanced Decision Maker: Merges detailed analysis with strategic thinking to align organizational needs with job functions. Analytical Skills: Strong critical thinking and fiscal competency for effective management of treasury and tax activities. Collaborative Approach: Customer-focused and adept at creatively solving problems, influencing decisions, and reaching compromises. Tax Regulation Expertise: Proficient in interpreting tax regulations and City policies for effective management and auditing of municipal taxes. Organizational Skills: Able to prioritize tasks to consistently meet deadlines. Effective Communicator: Strong written and verbal skills for clear reporting and engaging with staff, directors, the City Manager, and City Council. Team Player: Positive attitude, strong work ethic, and eagerness to learn and take on new challenges. The Department The City of Palo Alto Administrative Services Department (ASD) provides proactive financial and analytical support to City departments and decision-makers, ensuring the optimal use of City resources. ASD is dedicated to delivering excellent customer service to decision-makers, the public, employees, and City departments. The department offers analytical, organizational, and administrative support for a diverse range of projects, responsibly recording, monitoring, and protecting City assets. Additionally, ASD provides essential financial management and forecasting reports and prepares presentations for various committees and the City Council. Learn more about the City's Administrative Services Department . Apply now to be a key player in shaping the future of our City's operations! Benefits: Fantastic benefits package! To learn more, click Here . Compensation (Management): Comprehensive compensation plan. To learn more, click Here . Schedule: Enjoy a hybrid 9/80 work schedule (with every other Friday off) and up to 2 remote days per week. Please note: Depending on the applicant's qualifications, positions will be filled at the appropriate level and salary, as follows: Senior Management Analyst: $56.72 - $85.08 hourly Management Analyst: $48.62 - $72.93 hourly Essential Duties: Essential and other important responsibilities and duties may include but are not limited to following, depending on assigned operations and functional areas: Real Estate Analyst Provide centralized administration and coordination of real estate activities throughout the City, including accurate accounting, maintaining real estate databases, timely reporting, and contract compliance. Keeps abreast of the real estate market. Makes recommendations for improvement, implements enhancements and improvements to the City’s policies and procedures relating to real estate; collaborate with stakeholders to implement real estate and/or operational tools. Facilitate real estate transactions to support the City’s programs, in collaboration with consultants and departments. Analyze real estate data; work closely with the Accounting Division and Office of Management and Budget to ensure that real estate administration and accounting conform to Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS). Treasury Analyst Provide centralized administration and coordination of cash activities throughout the City, including accurate accounting, maintaining cash flow tracking and modeling, and timely reporting; assist with the development and maintenance of treasury systems. Manage tax and fee consultants to ensure accurate and timely reporting and taxpayer compliance with tax regulations other related requirements. Under direction of the ASD Assistant Director and in coordination with the Treasury Manager, resolve difficult treasury (banking) and tax issues. Interface with ASD Leadership report on treasury items, such as the City’s overall cash position and forecast; tax management items, such as analysis and reporting, tax compliance, audit results, and tax penalties. Analyze tax revenue data; work closely with Accounting and Office of Management and Budget to ensure proper accounting with generally accepted accounting principles (GAAP) and generally accepted auditing standards (GAAS) and reporting in the City’s Budget. For full Senior Management Analyst job description, click Here . For full Management Analyst job description, click Here . Minimum Qualifications: Sufficient education, training, and/or work experience to demonstrate possession of the following knowledge and skills, which would typically be acquired through: Senior Management Analyst Bachelor's Degree in a related field and five years of professional experience in public or business administration, public affairs, or a related field; or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above. Management Analyst Bachelor's degree in a related field and three years of professional experience in public or business administration, public affairs, or a related field; or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above. Supplemental Information: The Selection Process: Applicants will receive recruitment status notifications via email (governmentjobs.com account also has notification status updates). Applicants will be screened throughout the posting process and highly qualified candidates may be invited to interview at any time. The screening process for this position typically may include a virtual recorded interview and/or panel interviews preceding final interviews with the hiring manager or their designee. Recruitment Timeline: Minimum Qualifications Review: Ongoing HireVue Interviews: Week of October 28, 2024 Panel Interviews: Week of November 18, 2024 Department Level Interviews: To be determined Please note: The following dates are tentative and may change based on the needs of the hiring department. Our online application system is provided by NeoGov. If you have problems while applying online, please contact NeoGov's Live Applicant Support at (855) 524-5627 between 6:00 AM and 5:00 PM Pacific Time, Monday - Friday. The City of Palo Alto is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the City will provide reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. For more details visit our Careers Page, by clicking HERE. Learn more about our Compensation Plan HERE. Closing Date/Time: 10/21/2024 11:59 PM Pacific
Sep 24, 2024
Full Time
Description: Are you an experienced professional passionate about financial stewardship and delivering excellent customer service? We are seeking Analysts to join our dynamic team! Exciting Career Opportunity The City of Palo Alto is looking for dynamic critical thinker s with a passion for public service to a serve as a Senior Management Analyst or Management Analyst . There are two openings in the Administrative Services Department: one in the Real Estate Division and one in the Treasury Division. S uccessful candidates are well-rounded, agile, top performers with experience in real estate or treasury management practices. In the Real Estate Division, candidates that can establish trusting relationships internally and externally, solve problems effectively, and act on their own initiative will thrive in this role. In the Treasury Division, i ndividuals with excellent interpersonal skills and is an accomplished financial professional with fiscal analysis and project management skills, experience administrating taxes and has a highly collaborative approach to work will be successful in this role. Both positions are looking for high performing individual contributors interested in optimizing real estate and treasury operations for the City. The Real Estate Analyst will play a key role in collaborating with City departments to identify real estate needs and develop effective solutions through comprehensive options and recommendations. Reporting to the Real Property Manager, this position aims to optimize the use of City properties to maximize both financial and non-financial benefits. Key responsibilities include tracking and reporting on the performance of the City's real estate assets, cultivating relationships with stakeholders, and negotiating and drafting contracts. The ideal candidate will effectively manage multiple assignments, enhance the City’s real estate policies and processes, and understand departmental functions and priorities. They will also possess the following attributes: Sound Decision Maker: Balances organizational needs with job requirements, focusing on details while maintaining strategic goals for the City. Critical Thinker: Demonstrates strong analytical skills and real estate expertise for effective management of related activities. Collaborative and Customer-Focused: Approaches challenges creatively, influences decisions positively, diffuses conflict, and seeks compromises by considering diverse perspectives. Contract and Policy Interpreter: Skilled in understanding contracts, policies, and applicable laws related to real estate, prioritizing tasks to meet deadlines. Effective Communicator: Strong written and verbal skills for crafting concise reports and engaging with department staff, directors, the City Manager, and elected officials. Team Player: Exhibits a positive attitude, strong work ethic, and a commitment to organizational impact, with a willingness to learn and take on new challenges. The Treasury Analyst will engage in professional-level work, collaborating closely with City departments and tax and fee consultants. This role focuses on understanding the City’s cash and tax revenue needs to effectively manage cash solvency, track and forecast tax revenues, and oversee related functions. Reporting to the ASD Assistant Director and Treasury Manager, the Analyst will ensure accurate accounting, continuous monitoring, and effective management of the City’s tax revenues. The ideal candidate will possess strong interpersonal skills, a solid background in financial analysis and project management, and experience in tax administration. They will also demonstrate the following attributes: Certification: Certified Grants Management Specialist (CGMS) designation from the National Grants Management Association is highly desirable . Balanced Decision Maker: Merges detailed analysis with strategic thinking to align organizational needs with job functions. Analytical Skills: Strong critical thinking and fiscal competency for effective management of treasury and tax activities. Collaborative Approach: Customer-focused and adept at creatively solving problems, influencing decisions, and reaching compromises. Tax Regulation Expertise: Proficient in interpreting tax regulations and City policies for effective management and auditing of municipal taxes. Organizational Skills: Able to prioritize tasks to consistently meet deadlines. Effective Communicator: Strong written and verbal skills for clear reporting and engaging with staff, directors, the City Manager, and City Council. Team Player: Positive attitude, strong work ethic, and eagerness to learn and take on new challenges. The Department The City of Palo Alto Administrative Services Department (ASD) provides proactive financial and analytical support to City departments and decision-makers, ensuring the optimal use of City resources. ASD is dedicated to delivering excellent customer service to decision-makers, the public, employees, and City departments. The department offers analytical, organizational, and administrative support for a diverse range of projects, responsibly recording, monitoring, and protecting City assets. Additionally, ASD provides essential financial management and forecasting reports and prepares presentations for various committees and the City Council. Learn more about the City's Administrative Services Department . Apply now to be a key player in shaping the future of our City's operations! Benefits: Fantastic benefits package! To learn more, click Here . Compensation (Management): Comprehensive compensation plan. To learn more, click Here . Schedule: Enjoy a hybrid 9/80 work schedule (with every other Friday off) and up to 2 remote days per week. Please note: Depending on the applicant's qualifications, positions will be filled at the appropriate level and salary, as follows: Senior Management Analyst: $56.72 - $85.08 hourly Management Analyst: $48.62 - $72.93 hourly Essential Duties: Essential and other important responsibilities and duties may include but are not limited to following, depending on assigned operations and functional areas: Real Estate Analyst Provide centralized administration and coordination of real estate activities throughout the City, including accurate accounting, maintaining real estate databases, timely reporting, and contract compliance. Keeps abreast of the real estate market. Makes recommendations for improvement, implements enhancements and improvements to the City’s policies and procedures relating to real estate; collaborate with stakeholders to implement real estate and/or operational tools. Facilitate real estate transactions to support the City’s programs, in collaboration with consultants and departments. Analyze real estate data; work closely with the Accounting Division and Office of Management and Budget to ensure that real estate administration and accounting conform to Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS). Treasury Analyst Provide centralized administration and coordination of cash activities throughout the City, including accurate accounting, maintaining cash flow tracking and modeling, and timely reporting; assist with the development and maintenance of treasury systems. Manage tax and fee consultants to ensure accurate and timely reporting and taxpayer compliance with tax regulations other related requirements. Under direction of the ASD Assistant Director and in coordination with the Treasury Manager, resolve difficult treasury (banking) and tax issues. Interface with ASD Leadership report on treasury items, such as the City’s overall cash position and forecast; tax management items, such as analysis and reporting, tax compliance, audit results, and tax penalties. Analyze tax revenue data; work closely with Accounting and Office of Management and Budget to ensure proper accounting with generally accepted accounting principles (GAAP) and generally accepted auditing standards (GAAS) and reporting in the City’s Budget. For full Senior Management Analyst job description, click Here . For full Management Analyst job description, click Here . Minimum Qualifications: Sufficient education, training, and/or work experience to demonstrate possession of the following knowledge and skills, which would typically be acquired through: Senior Management Analyst Bachelor's Degree in a related field and five years of professional experience in public or business administration, public affairs, or a related field; or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above. Management Analyst Bachelor's degree in a related field and three years of professional experience in public or business administration, public affairs, or a related field; or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above. Supplemental Information: The Selection Process: Applicants will receive recruitment status notifications via email (governmentjobs.com account also has notification status updates). Applicants will be screened throughout the posting process and highly qualified candidates may be invited to interview at any time. The screening process for this position typically may include a virtual recorded interview and/or panel interviews preceding final interviews with the hiring manager or their designee. Recruitment Timeline: Minimum Qualifications Review: Ongoing HireVue Interviews: Week of October 28, 2024 Panel Interviews: Week of November 18, 2024 Department Level Interviews: To be determined Please note: The following dates are tentative and may change based on the needs of the hiring department. Our online application system is provided by NeoGov. If you have problems while applying online, please contact NeoGov's Live Applicant Support at (855) 524-5627 between 6:00 AM and 5:00 PM Pacific Time, Monday - Friday. The City of Palo Alto is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the City will provide reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. For more details visit our Careers Page, by clicking HERE. Learn more about our Compensation Plan HERE. Closing Date/Time: 10/21/2024 11:59 PM Pacific
City of Murrieta, CA
Murrieta, California, United States
Description and Essential Functions Connected by Amazing Employees 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
Sep 13, 2024
Full Time
Description and Essential Functions Connected by Amazing Employees 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
STATE BAR OF CALIFORNIA
Los Angeles, CA, United States
Job Description Office of Access & Inclusion Annual Salary Range for Financial Analyst: $90,693 - $120,920 Annual Salary Range for Senior Financial Analyst: $99,769 - $133,026 FLSA Exempt / Union Represented About the Office: The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate: The State Bar of California seeks a full-time Senior Financial Analyst who will be a key member of the access to justice and diversity and inclusion team. This person will be responsible for fiscal compliance, oversight of distributed grant funds, project management, and process improvement. Responsibilities include analyzing grant budgets, budget revisions and other requests; conducting monitoring visits; supporting IOLTA bank compliance; supporting the year-end financial audit processes; and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. The successful candidate will have excellent analytical and written and oral communication skills; demonstrate sound judgment and attention to detail. Experience in legal aid, non-profit accounting, or grant compliance is a plus. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Financial Analyst Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and yearto-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs 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. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting 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: None required. Senior Financial Analyst Definition Under direction, supervises the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to grants, accounts payable, accounts receivable, payroll, and budget. Responsible for the financial analysis supporting the State Bar's budget and budget processes including budgeting, long and short-range fiscal planning, general and special fund accounting, and related activities in accordance with generally accepted accounting standards; and performing other related duties as assigned. Distinguishing Characteristics This is a working lead/advanced journey-level class in the Finance job family; incumbents work under general direction and broad policies wherein the preponderant responsibility is to directly lead the operations and staff within the assigned section and to provide highly complex fiscal support to management. This classification is distinguished from the Financial Analyst classification in that the Senior Financial Analyst is assigned formal responsibility for directing the staff in day-to-day operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Mentors, plans and prioritizes the work of professional, technical or clerical staff; Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Provides the financial analysis to support the State Bar's institutional budgeting process including accounting functions, long and short-range financial planning; budget development; special and general fund accounting, variance analysis, and audit response. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line item expense, balance sheet accounts, reports discrepancies between actual and subsidiary ledgers and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Performs 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. Employment Standards Knowledge of: Operations, services and processes including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management, administration and supervision. Principles of accounting, auditing, budgeting, financial control and reporting in the governmental public sector. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, system and practices. Principles of direct and lead supervision, training and performance evaluation. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Effectively mentor and train staff as required. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum of three (3) years of journey level professional financial analysis or accounting and accounting; or three (3) years of financial experience with one (1) year supervisorial 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: None required. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Aug 20, 2024
Full Time
Job Description Office of Access & Inclusion Annual Salary Range for Financial Analyst: $90,693 - $120,920 Annual Salary Range for Senior Financial Analyst: $99,769 - $133,026 FLSA Exempt / Union Represented About the Office: The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate: The State Bar of California seeks a full-time Senior Financial Analyst who will be a key member of the access to justice and diversity and inclusion team. This person will be responsible for fiscal compliance, oversight of distributed grant funds, project management, and process improvement. Responsibilities include analyzing grant budgets, budget revisions and other requests; conducting monitoring visits; supporting IOLTA bank compliance; supporting the year-end financial audit processes; and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. The successful candidate will have excellent analytical and written and oral communication skills; demonstrate sound judgment and attention to detail. Experience in legal aid, non-profit accounting, or grant compliance is a plus. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Financial Analyst Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and yearto-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs 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. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting 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: None required. Senior Financial Analyst Definition Under direction, supervises the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to grants, accounts payable, accounts receivable, payroll, and budget. Responsible for the financial analysis supporting the State Bar's budget and budget processes including budgeting, long and short-range fiscal planning, general and special fund accounting, and related activities in accordance with generally accepted accounting standards; and performing other related duties as assigned. Distinguishing Characteristics This is a working lead/advanced journey-level class in the Finance job family; incumbents work under general direction and broad policies wherein the preponderant responsibility is to directly lead the operations and staff within the assigned section and to provide highly complex fiscal support to management. This classification is distinguished from the Financial Analyst classification in that the Senior Financial Analyst is assigned formal responsibility for directing the staff in day-to-day operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Mentors, plans and prioritizes the work of professional, technical or clerical staff; Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Provides the financial analysis to support the State Bar's institutional budgeting process including accounting functions, long and short-range financial planning; budget development; special and general fund accounting, variance analysis, and audit response. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line item expense, balance sheet accounts, reports discrepancies between actual and subsidiary ledgers and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Performs 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. Employment Standards Knowledge of: Operations, services and processes including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management, administration and supervision. Principles of accounting, auditing, budgeting, financial control and reporting in the governmental public sector. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, system and practices. Principles of direct and lead supervision, training and performance evaluation. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Effectively mentor and train staff as required. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum of three (3) years of journey level professional financial analysis or accounting and accounting; or three (3) years of financial experience with one (1) year supervisorial 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: None required. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
STATE BAR OF CALIFORNIA
San Francisco, CA, United States
Job Description Office of Access & Inclusion Annual Salary Range for Financial Analyst: $90,693 - $120,920 Annual Salary Range for Senior Financial Analyst: $99,769 - $133,026 FLSA Exempt / Union Represented About the Office: The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate: The State Bar of California seeks a full-time Senior Financial Analyst who will be a key member of the access to justice and diversity and inclusion team. This person will be responsible for fiscal compliance, oversight of distributed grant funds, project management, and process improvement. Responsibilities include analyzing grant budgets, budget revisions and other requests; conducting monitoring visits; supporting IOLTA bank compliance; supporting the year-end financial audit processes; and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. The successful candidate will have excellent analytical and written and oral communication skills; demonstrate sound judgment and attention to detail. Experience in legal aid, non-profit accounting, or grant compliance is a plus. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Financial Analyst Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and yearto-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs 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. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting 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: None required. Senior Financial Analyst Definition Under direction, supervises the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to grants, accounts payable, accounts receivable, payroll, and budget. Responsible for the financial analysis supporting the State Bar's budget and budget processes including budgeting, long and short-range fiscal planning, general and special fund accounting, and related activities in accordance with generally accepted accounting standards; and performing other related duties as assigned. Distinguishing Characteristics This is a working lead/advanced journey-level class in the Finance job family; incumbents work under general direction and broad policies wherein the preponderant responsibility is to directly lead the operations and staff within the assigned section and to provide highly complex fiscal support to management. This classification is distinguished from the Financial Analyst classification in that the Senior Financial Analyst is assigned formal responsibility for directing the staff in day-to-day operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Mentors, plans and prioritizes the work of professional, technical or clerical staff; Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Provides the financial analysis to support the State Bar's institutional budgeting process including accounting functions, long and short-range financial planning; budget development; special and general fund accounting, variance analysis, and audit response. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line item expense, balance sheet accounts, reports discrepancies between actual and subsidiary ledgers and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Performs 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. Employment Standards Knowledge of: Operations, services and processes including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management, administration and supervision. Principles of accounting, auditing, budgeting, financial control and reporting in the governmental public sector. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, system and practices. Principles of direct and lead supervision, training and performance evaluation. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Effectively mentor and train staff as required. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum of three (3) years of journey level professional financial analysis or accounting and accounting; or three (3) years of financial experience with one (1) year supervisorial 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: None required. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Aug 20, 2024
Full Time
Job Description Office of Access & Inclusion Annual Salary Range for Financial Analyst: $90,693 - $120,920 Annual Salary Range for Senior Financial Analyst: $99,769 - $133,026 FLSA Exempt / Union Represented About the Office: The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate: The State Bar of California seeks a full-time Senior Financial Analyst who will be a key member of the access to justice and diversity and inclusion team. This person will be responsible for fiscal compliance, oversight of distributed grant funds, project management, and process improvement. Responsibilities include analyzing grant budgets, budget revisions and other requests; conducting monitoring visits; supporting IOLTA bank compliance; supporting the year-end financial audit processes; and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. The successful candidate will have excellent analytical and written and oral communication skills; demonstrate sound judgment and attention to detail. Experience in legal aid, non-profit accounting, or grant compliance is a plus. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Financial Analyst Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and yearto-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs 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. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting 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: None required. Senior Financial Analyst Definition Under direction, supervises the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to grants, accounts payable, accounts receivable, payroll, and budget. Responsible for the financial analysis supporting the State Bar's budget and budget processes including budgeting, long and short-range fiscal planning, general and special fund accounting, and related activities in accordance with generally accepted accounting standards; and performing other related duties as assigned. Distinguishing Characteristics This is a working lead/advanced journey-level class in the Finance job family; incumbents work under general direction and broad policies wherein the preponderant responsibility is to directly lead the operations and staff within the assigned section and to provide highly complex fiscal support to management. This classification is distinguished from the Financial Analyst classification in that the Senior Financial Analyst is assigned formal responsibility for directing the staff in day-to-day operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Mentors, plans and prioritizes the work of professional, technical or clerical staff; Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Provides the financial analysis to support the State Bar's institutional budgeting process including accounting functions, long and short-range financial planning; budget development; special and general fund accounting, variance analysis, and audit response. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line item expense, balance sheet accounts, reports discrepancies between actual and subsidiary ledgers and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Performs 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. Employment Standards Knowledge of: Operations, services and processes including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management, administration and supervision. Principles of accounting, auditing, budgeting, financial control and reporting in the governmental public sector. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, system and practices. Principles of direct and lead supervision, training and performance evaluation. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Effectively mentor and train staff as required. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum of three (3) years of journey level professional financial analysis or accounting and accounting; or three (3) years of financial experience with one (1) year supervisorial 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: None required. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
SAN BERNARDINO COUNTY, CA
San Bernardino, California, United States
The Job The County of San Bernardino offers a unique training opportunity for innovative individuals with strong analytical skills looking to advance their career in public service. Upon successful completion of the Trainee Period, incumbents are eligible to automatically promote to Staff Analyst II ($66,768 - $91,748 Annually) Staff Analyst II Trainees plan, coordinate, and perform a variety of highly complex and responsible administrative, operational, research, and analytical functions to support and advise their designated departments’ management activities. These positions typically provide support and advice to department management in a variety of functional areas with department wide impact such as budget and fiscal management, contracts administration, grants management, legislative analysis, facilities planning, and organizational, operational and staffing analysis. The eligible list established by this recruitment will be used to fill current and future vacancies throughout the County as well as in the County Fire District and Special Districts. Applicants will be asked to indicate their availability and preference for referral to the different agencies in the Supplemental Questionnaire. The County Fire District and Special Districts are separate entities from the County of San Bernardino, and as such, compensation and benefits for their positions are set forth in a different compensation plan. Click here for a summary of benefits. For additional details, refer to the Non-Represented Employee Compensation Plan . CONDITIONS OF EMPLOYMENT Travel throughout the County is required. Employees will be required to make provisions for transportation and may be required to use personal vehicles (mileage reimbursement is available). At the time of hire, a valid California Class C driver license and proof of automobile liability insurance must be produced for the individual providing the transportation. Background: Candidates selected for this position must pass a background investigation and medical examination including drug screening; candidates selected for law enforcement departments, public safety positions, or positions where legally required, must pass a more stringent background check. Promotion: Incumbents in the class of Staff Analyst II Trainee are eligible for promotion to Staff Analyst II ( $5,564 - $7,645 monthly) upon meeting the minimum qualifications for Staff Analyst II (see job description)and upon receipt of a satisfactory work progress report. Incumbents must be promoted within 24 months of hire or be terminated. Sponsorship: San Bernardino County is not able to consider candidates who will require visa sponsorship at the time of application or in the future. Minimum Requirements These positions require both education and experience; to advance in the process applicants must meet one of the two options for Experience and one of the two options for Education: REQUIRED EXPERIENCE (must meet one of the following options) : Option 1 Eighteen (18) months of full-time equivalent experience supporting management or professional level administrative services staff (staff equivalent to County of San Bernardino Staff Analyst I or higher level classifications , see job description) in any of the following areas: budget preparation/monitoring, fiscal/accounting functions; contracts, bid/proposal, or grant management; research and analytical studies; organizational studies; data/ statistical analysis and reporting; organizational/operational/staffing analysis; and/or personnel management. Option 2 One (1) year of full-time equivalent professional level administrative experience ( duties and responsibilities equivalent to a County of San Bernardino Staff Analyst I classification , see job description) performing analytical duties as a primary job function in any of the following areas: budget/fiscal management, financial analysis and/or accounting; contracts, bid/proposal, or grant management; special projects coordination; facilities and capital improvement planning; data/ statistical analysis and reporting; and/or organizational/staffing analysis or personnel management. REQUIRED EDUCATION (must meet one of the following options) : Option 1 Bachelor's degree in public/business administration, behavioral/social science, accounting/finance or other relevant field of study. Option 2 Associate degree in public/business administration, behavioral/social science, accounting/finance or other relevant field of study AND two (2) years of experience* supporting management or professional level administrative services staff in any of the following areas: budget preparation/monitoring, fiscal/accounting functions; contracts, bid/proposal, or grant management; research and analytical studies; organizational studies; data/ statistical analysis and reporting; organizational, operational, staffing analysis; and/or personnel management. * The 2 years of experience used to qualify under Education Option 2 will be treated as a substitution for the Bachelor’s degree and will not count towards any of options under the Required Experience. Important Notes Regarding Qualifying Education and Experience: Qualifying degrees or coursework must be completed at a college or university accredited by any accrediting association recognized by the United States Department of Education. Degrees or coursework completed outside the U.S. must be accompanied with an evaluation report from a reputable credential evaluation service showing equivalency to degrees or coursework completed at a college or university accredited by any accrediting association recognized by the United States Department of Education. (Must be attached if applicable.) Click here for more information on evaluation services. Qualifying experience must be clearly demonstrated in detail in the Work Experience section of the Application. General office/clerical, retail sales, eligibility worker, employment services, child support services and other similar experience is not considered qualifying. Desired Qualifications Ideal candidates will be self-motivated individuals and collaborative team players with the ability to perform complex, sensitive, and detailed administrative and analytical work involving the use of independent judgment and personal initiative to make decisions, develop solutions, and meet deadlines. Essential knowledge, skills and abilities include: Familiarity with or ability to learn and understand principles and practices relevant to governmental budget administration and fiscal procedures, contracts, grants and bid/proposal management, project management, facilities and capital improvement planning, data science/statistical analysis, and/or organizational/staffing analysis or personnel management. Ability to conduct in-depth research, analyze and interpret a wide variety of complex data and information, identify options, and make viable recommendations Ability to communicate clearly, concisely and effectively, both orally and in writing Excellent writing skills with the ability to prepare clear and accurate administrative reports Proficient with or intuitive ability to learn to work with enterprise financial management systems such as SAP. Selection Process Examination Procedure : There will be a competitive evaluation of qualifications based on a review of the Application and Supplemental Questionnaire; therefore, it is to your advantage to provide as much relevant and detailed work experience as possible , as resumes will not be reviewed in lieu of the application materials. Application Procedure : (NOTE: There is a six (6) month waiting period to re-apply for the same job classification (title and level)). Complete and submit the online employment application and supplemental questionnaire as soon as possible as this recruitment may close at any time . To ensure timely and successful submission of your online application, please allow ample time to complete and submit your application before the posted filing deadline. Applicants will be automatically logged-out if they have not submitted the application and all required materials prior to the posted deadline. Once your application has been successfully submitted, you will receive an onscreen confirmation and an email. We recommend that you save and/or print these for your records. Please note, if you do not receive an onscreen confirmation and an email acknowledging our receipt of your application, we have not received your application. If you require technical assistance , please click HERE to review the Government Jobs online application guide or contact their Toll-Free Applicant Support line at (855) 524-5627. Please note that Human Resources is not responsible for any issues or delays caused by the internet connection, computer or browser used to submit the application. EEO/ADA: San Bernardino County is an Equal Employment Opportunity (EEO) and Americans with Disabilities Act (ADA) compliant employer, committed to providing equal employment opportunity to all employees and applicants. ADA Accommodation: If you have a disability and require accommodations in the testing process, submit the Special Testing Accommodations Request Form within one week of a recruitment filing deadline. Veterans’ Preference: Eligible veterans and their spouse or widow(er) who are not current County employees may be awarded additional Veterans’ Preference points. Click here for information and instructions to request Veteran's Preference points. For important information on employment processes and submitting job applications, see links below: Guide to Completing a County Job Application Applicant Information and the County Employment Process Administrative Services Unit The County of San Bernardino offers a range of benefit programs for employees and their eligible dependents. These include health, dental, vision, and life insurance, as well as a variety of voluntary benefits. Programs and benefit amounts vary and are based on bargaining unit, family size, hire date, plan selection, and number of hours worked. For a summary of benefits, please click here . Refer to the appropriate MOU, contact the County's Employee Benefits and Services Division at (909) 387-5787 or visit the Benefits website for more detailed information at hr.sbcounty.gov/employee-benefits/ . Closing Date/Time: Continuous
Jul 14, 2024
Full Time
The Job The County of San Bernardino offers a unique training opportunity for innovative individuals with strong analytical skills looking to advance their career in public service. Upon successful completion of the Trainee Period, incumbents are eligible to automatically promote to Staff Analyst II ($66,768 - $91,748 Annually) Staff Analyst II Trainees plan, coordinate, and perform a variety of highly complex and responsible administrative, operational, research, and analytical functions to support and advise their designated departments’ management activities. These positions typically provide support and advice to department management in a variety of functional areas with department wide impact such as budget and fiscal management, contracts administration, grants management, legislative analysis, facilities planning, and organizational, operational and staffing analysis. The eligible list established by this recruitment will be used to fill current and future vacancies throughout the County as well as in the County Fire District and Special Districts. Applicants will be asked to indicate their availability and preference for referral to the different agencies in the Supplemental Questionnaire. The County Fire District and Special Districts are separate entities from the County of San Bernardino, and as such, compensation and benefits for their positions are set forth in a different compensation plan. Click here for a summary of benefits. For additional details, refer to the Non-Represented Employee Compensation Plan . CONDITIONS OF EMPLOYMENT Travel throughout the County is required. Employees will be required to make provisions for transportation and may be required to use personal vehicles (mileage reimbursement is available). At the time of hire, a valid California Class C driver license and proof of automobile liability insurance must be produced for the individual providing the transportation. Background: Candidates selected for this position must pass a background investigation and medical examination including drug screening; candidates selected for law enforcement departments, public safety positions, or positions where legally required, must pass a more stringent background check. Promotion: Incumbents in the class of Staff Analyst II Trainee are eligible for promotion to Staff Analyst II ( $5,564 - $7,645 monthly) upon meeting the minimum qualifications for Staff Analyst II (see job description)and upon receipt of a satisfactory work progress report. Incumbents must be promoted within 24 months of hire or be terminated. Sponsorship: San Bernardino County is not able to consider candidates who will require visa sponsorship at the time of application or in the future. Minimum Requirements These positions require both education and experience; to advance in the process applicants must meet one of the two options for Experience and one of the two options for Education: REQUIRED EXPERIENCE (must meet one of the following options) : Option 1 Eighteen (18) months of full-time equivalent experience supporting management or professional level administrative services staff (staff equivalent to County of San Bernardino Staff Analyst I or higher level classifications , see job description) in any of the following areas: budget preparation/monitoring, fiscal/accounting functions; contracts, bid/proposal, or grant management; research and analytical studies; organizational studies; data/ statistical analysis and reporting; organizational/operational/staffing analysis; and/or personnel management. Option 2 One (1) year of full-time equivalent professional level administrative experience ( duties and responsibilities equivalent to a County of San Bernardino Staff Analyst I classification , see job description) performing analytical duties as a primary job function in any of the following areas: budget/fiscal management, financial analysis and/or accounting; contracts, bid/proposal, or grant management; special projects coordination; facilities and capital improvement planning; data/ statistical analysis and reporting; and/or organizational/staffing analysis or personnel management. REQUIRED EDUCATION (must meet one of the following options) : Option 1 Bachelor's degree in public/business administration, behavioral/social science, accounting/finance or other relevant field of study. Option 2 Associate degree in public/business administration, behavioral/social science, accounting/finance or other relevant field of study AND two (2) years of experience* supporting management or professional level administrative services staff in any of the following areas: budget preparation/monitoring, fiscal/accounting functions; contracts, bid/proposal, or grant management; research and analytical studies; organizational studies; data/ statistical analysis and reporting; organizational, operational, staffing analysis; and/or personnel management. * The 2 years of experience used to qualify under Education Option 2 will be treated as a substitution for the Bachelor’s degree and will not count towards any of options under the Required Experience. Important Notes Regarding Qualifying Education and Experience: Qualifying degrees or coursework must be completed at a college or university accredited by any accrediting association recognized by the United States Department of Education. Degrees or coursework completed outside the U.S. must be accompanied with an evaluation report from a reputable credential evaluation service showing equivalency to degrees or coursework completed at a college or university accredited by any accrediting association recognized by the United States Department of Education. (Must be attached if applicable.) Click here for more information on evaluation services. Qualifying experience must be clearly demonstrated in detail in the Work Experience section of the Application. General office/clerical, retail sales, eligibility worker, employment services, child support services and other similar experience is not considered qualifying. Desired Qualifications Ideal candidates will be self-motivated individuals and collaborative team players with the ability to perform complex, sensitive, and detailed administrative and analytical work involving the use of independent judgment and personal initiative to make decisions, develop solutions, and meet deadlines. Essential knowledge, skills and abilities include: Familiarity with or ability to learn and understand principles and practices relevant to governmental budget administration and fiscal procedures, contracts, grants and bid/proposal management, project management, facilities and capital improvement planning, data science/statistical analysis, and/or organizational/staffing analysis or personnel management. Ability to conduct in-depth research, analyze and interpret a wide variety of complex data and information, identify options, and make viable recommendations Ability to communicate clearly, concisely and effectively, both orally and in writing Excellent writing skills with the ability to prepare clear and accurate administrative reports Proficient with or intuitive ability to learn to work with enterprise financial management systems such as SAP. Selection Process Examination Procedure : There will be a competitive evaluation of qualifications based on a review of the Application and Supplemental Questionnaire; therefore, it is to your advantage to provide as much relevant and detailed work experience as possible , as resumes will not be reviewed in lieu of the application materials. Application Procedure : (NOTE: There is a six (6) month waiting period to re-apply for the same job classification (title and level)). Complete and submit the online employment application and supplemental questionnaire as soon as possible as this recruitment may close at any time . To ensure timely and successful submission of your online application, please allow ample time to complete and submit your application before the posted filing deadline. Applicants will be automatically logged-out if they have not submitted the application and all required materials prior to the posted deadline. Once your application has been successfully submitted, you will receive an onscreen confirmation and an email. We recommend that you save and/or print these for your records. Please note, if you do not receive an onscreen confirmation and an email acknowledging our receipt of your application, we have not received your application. If you require technical assistance , please click HERE to review the Government Jobs online application guide or contact their Toll-Free Applicant Support line at (855) 524-5627. Please note that Human Resources is not responsible for any issues or delays caused by the internet connection, computer or browser used to submit the application. EEO/ADA: San Bernardino County is an Equal Employment Opportunity (EEO) and Americans with Disabilities Act (ADA) compliant employer, committed to providing equal employment opportunity to all employees and applicants. ADA Accommodation: If you have a disability and require accommodations in the testing process, submit the Special Testing Accommodations Request Form within one week of a recruitment filing deadline. Veterans’ Preference: Eligible veterans and their spouse or widow(er) who are not current County employees may be awarded additional Veterans’ Preference points. Click here for information and instructions to request Veteran's Preference points. For important information on employment processes and submitting job applications, see links below: Guide to Completing a County Job Application Applicant Information and the County Employment Process Administrative Services Unit The County of San Bernardino offers a range of benefit programs for employees and their eligible dependents. These include health, dental, vision, and life insurance, as well as a variety of voluntary benefits. Programs and benefit amounts vary and are based on bargaining unit, family size, hire date, plan selection, and number of hours worked. For a summary of benefits, please click here . Refer to the appropriate MOU, contact the County's Employee Benefits and Services Division at (909) 387-5787 or visit the Benefits website for more detailed information at hr.sbcounty.gov/employee-benefits/ . Closing Date/Time: Continuous
Cal State University (CSU) Dominguez Hills
1000 East Victoria Street, Carson, CA 90747, USA
Working Title: Lead Financial Analyst Department Name: Student Financial Services Division: Administration and Finance Classification Title: Administrative Analyst/Specialist, Exempt I Classification Salary Range: $4,598 - $8,318 per month The anticipated hiring range for this position is $6,800 - $7,084 per month. The final salary is dependent upon qualifications and experience. About the Department/Position: Under the general supervision of the Manager of Student Financial Services, the Lead Financial Analyst is responsible for providing support and assistance to Student Financial staff, working closely with end-users and internal customers to ensure the integrity of the application data stored in the system; prepares business guides, training documents, and delivers end-user training; provides technical/functional support to the student financial component of CSUDH PeopleSoft Student Administration, and provides collections and accounts receivable support. This incumbent is also responsible for operational and policy research, analysis, reporting, and evaluation related to Student Financials; recommending improvements to the day-to-day operations of the automated systems; assuring proper recording and processing of daily and monthly jobs; and gathering technical/functional system and reporting requirements for the Student Financials applications (PeopleSoft and any related third-party products), including internal and external customers. Furthermore, duties include working with the Information Technology group on system improvements and upgrades, system testing, conversions, and implementations. Special Working Conditions: Hybrid schedule is available and extended hours may be required during peak periods. Overview of Duties and Responsibilities: Prepares, analyzes, and interprets financial reports for all student account receivables. Reviews placement and removal of financial hold service indicators to monitor effectiveness. Coordinates service functions between other service units, including Financial Aid, Outreach & Recruitment, and Admissions and Records. Assist with long-term collection of debt efforts via collection agencies, Franchise Tax Board (FTB), and assists with the• write-off of student accounts. Work closely with end-users and internal customers to ensure the integrity of the application and data stored in the system. Research and resolves non-recurring problems related to student accounting and prepares internal financial reports and analyses as needed using data from a variety of sources. Reviews Federal, State, CSU, and University regulations and policies that affect the operations of billing/collections offices and monitors compliance therewith. Recommends and ensures implementation of changes in procedures. Provide lead work direction to administrative staff and assist with training and development. Create reporting tools (queries and reports) to support cashiering, student refunds, collection, and accounts receivable reconciliation. Minimum Qualifications: Education: Bachelor's degree in a related field and/or equivalent training. Experience: At least three years of business analysis with experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs. Knowledge, Skills, and Abilities: Thorough knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices. Working Knowledge in investigating and analyzing problems with a broad administrative impact and implications. Working knowledge of operational and fiscal analysis and techniques. Experience working with current end-user reporting tools and demonstrated proficiency in Microsoft Office. Specifically in Excel. Ability to review financial documents Ability to apply accounting procedures and practices to the analysis of basic accounting problems Ability to train others on new skills and procedures and provide lead work direction. Ability to articulate and communicate in a professional, clear, positive fashion with clients and staff. Skill in the research, development, and evaluation of policies and programs, including skill in the collection, evaluation, and interpretation of data to develop sound conclusions and make appropriate recommendations. Preferred Qualifications: Equivalent to four years of progressively responsible experience serving as a business analyst; experience in providing outstanding customer service, performing complex activities associated with maintaining student accounts, and in ensuring compliance with policy, procedures, and internal controls; demonstrated leadership skills; experience with computerized accounting software and Microsoft Office products. Experience using PeopleSoft Student Financials and Transact functionality in a university environment. Functional experience in a Student Financials office at a university using a software package such as PeopleSoft handling: Accounts receivable; application of payment and other accounting issues; reconciliation of general ledger accounts; third party contracts, bad debt; Title V refunding; implementation of state and federal regulations; and maintenance of student financials set up tables. To view the full position description, click “ Position Description ” above. General Information: Satisfactory completion of a background check (including a criminal records check) is required for employment. Failure to satisfactorily complete the background check may affect the application status of applicants or the continued employment of current CSU employees who apply for the position. In accordance with the California State University (CSU) Out-of-State Employment Policy, the CSU is a state entity whose business operations reside within the State of California and prohibits hiring employees to perform CSU-related work outside of California. The CSU system offers a competitive total compensation benefits package for employees and qualifying dependents, including medical, dental, vision, retirement, and tuition assistance. It is our goal to compensate employees equitably and fairly. You can access a full description of our benefits here . Closing Statement California State University, Dominguez Hills, is strongly committed to achieving excellence through a diverse workforce. Individuals with disabilities requesting accommodations under the Americans with Disabilities Act (ADA) may call the Human Resources Office at (310) 243-3771. California State University Dominguez Hills is an Affirmative Action/Equal Opportunity Employer. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, or protected veteran status. Employees at California State University, Dominguez Hills shall abide by the Nondiscrimination Statement . Advertised: Jul 31 2024 Pacific Daylight Time Applications close: Oct 14 2024 Pacific Daylight Time Closing Date/Time:
Sep 26, 2024
Working Title: Lead Financial Analyst Department Name: Student Financial Services Division: Administration and Finance Classification Title: Administrative Analyst/Specialist, Exempt I Classification Salary Range: $4,598 - $8,318 per month The anticipated hiring range for this position is $6,800 - $7,084 per month. The final salary is dependent upon qualifications and experience. About the Department/Position: Under the general supervision of the Manager of Student Financial Services, the Lead Financial Analyst is responsible for providing support and assistance to Student Financial staff, working closely with end-users and internal customers to ensure the integrity of the application data stored in the system; prepares business guides, training documents, and delivers end-user training; provides technical/functional support to the student financial component of CSUDH PeopleSoft Student Administration, and provides collections and accounts receivable support. This incumbent is also responsible for operational and policy research, analysis, reporting, and evaluation related to Student Financials; recommending improvements to the day-to-day operations of the automated systems; assuring proper recording and processing of daily and monthly jobs; and gathering technical/functional system and reporting requirements for the Student Financials applications (PeopleSoft and any related third-party products), including internal and external customers. Furthermore, duties include working with the Information Technology group on system improvements and upgrades, system testing, conversions, and implementations. Special Working Conditions: Hybrid schedule is available and extended hours may be required during peak periods. Overview of Duties and Responsibilities: Prepares, analyzes, and interprets financial reports for all student account receivables. Reviews placement and removal of financial hold service indicators to monitor effectiveness. Coordinates service functions between other service units, including Financial Aid, Outreach & Recruitment, and Admissions and Records. Assist with long-term collection of debt efforts via collection agencies, Franchise Tax Board (FTB), and assists with the• write-off of student accounts. Work closely with end-users and internal customers to ensure the integrity of the application and data stored in the system. Research and resolves non-recurring problems related to student accounting and prepares internal financial reports and analyses as needed using data from a variety of sources. Reviews Federal, State, CSU, and University regulations and policies that affect the operations of billing/collections offices and monitors compliance therewith. Recommends and ensures implementation of changes in procedures. Provide lead work direction to administrative staff and assist with training and development. Create reporting tools (queries and reports) to support cashiering, student refunds, collection, and accounts receivable reconciliation. Minimum Qualifications: Education: Bachelor's degree in a related field and/or equivalent training. Experience: At least three years of business analysis with experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs. Knowledge, Skills, and Abilities: Thorough knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices. Working Knowledge in investigating and analyzing problems with a broad administrative impact and implications. Working knowledge of operational and fiscal analysis and techniques. Experience working with current end-user reporting tools and demonstrated proficiency in Microsoft Office. Specifically in Excel. Ability to review financial documents Ability to apply accounting procedures and practices to the analysis of basic accounting problems Ability to train others on new skills and procedures and provide lead work direction. Ability to articulate and communicate in a professional, clear, positive fashion with clients and staff. Skill in the research, development, and evaluation of policies and programs, including skill in the collection, evaluation, and interpretation of data to develop sound conclusions and make appropriate recommendations. Preferred Qualifications: Equivalent to four years of progressively responsible experience serving as a business analyst; experience in providing outstanding customer service, performing complex activities associated with maintaining student accounts, and in ensuring compliance with policy, procedures, and internal controls; demonstrated leadership skills; experience with computerized accounting software and Microsoft Office products. Experience using PeopleSoft Student Financials and Transact functionality in a university environment. Functional experience in a Student Financials office at a university using a software package such as PeopleSoft handling: Accounts receivable; application of payment and other accounting issues; reconciliation of general ledger accounts; third party contracts, bad debt; Title V refunding; implementation of state and federal regulations; and maintenance of student financials set up tables. To view the full position description, click “ Position Description ” above. General Information: Satisfactory completion of a background check (including a criminal records check) is required for employment. Failure to satisfactorily complete the background check may affect the application status of applicants or the continued employment of current CSU employees who apply for the position. In accordance with the California State University (CSU) Out-of-State Employment Policy, the CSU is a state entity whose business operations reside within the State of California and prohibits hiring employees to perform CSU-related work outside of California. The CSU system offers a competitive total compensation benefits package for employees and qualifying dependents, including medical, dental, vision, retirement, and tuition assistance. It is our goal to compensate employees equitably and fairly. You can access a full description of our benefits here . Closing Statement California State University, Dominguez Hills, is strongly committed to achieving excellence through a diverse workforce. Individuals with disabilities requesting accommodations under the Americans with Disabilities Act (ADA) may call the Human Resources Office at (310) 243-3771. California State University Dominguez Hills is an Affirmative Action/Equal Opportunity Employer. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, or protected veteran status. Employees at California State University, Dominguez Hills shall abide by the Nondiscrimination Statement . Advertised: Jul 31 2024 Pacific Daylight Time Applications close: Oct 14 2024 Pacific Daylight Time Closing Date/Time:
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band H (Principal Energy Analyst) Annual Salary Range $ 135,397.73 (Minimum) - $ 176,016.91 (Maximum) The negotiable salary offer will be between $135,397.73 - $155,707.32/annually commensurate with experience and education. Reports To Manager of Energy Current Assignment The San Francisco Bay Area Rapid Transit District (BART) is one of the largest and cleanest rapid transit systems in the country, connecting 50 passenger stations in five Bay Area counties with a fleet of almost 700 electric rail cars. The Principal Energy Analyst plays a central role in managing the District’s energy supply and annual operating budget. This position resides within the District’s Energy Division responsible for BART’s wholesale electric power and retail gas supply, including all aspects of planning, budgeting, procurement and portfolio management. The Principal Energy Analyst directly supports the District’s wholesale electric planning and procurement; performs tasks related to annual budget planning, management, and reconciliation; oversees counterparty performance and obligations under existing commercial agreements; participates in regulatory engagement and rulemaking processes relating to the District’s wholesale electric procurement; produces quantitative analysis to inform wholesale electric planning activities and other energy-related project evaluation; leads the routine processing and reconciliation of invoices supporting Energy Division operations; prepares routine risk management reporting; and may perform other related duties as assigned. This is the highest-level classification in the Energy Analyst series. Positions at this level possess a specialized, technical or functional expertise within the area of assignment, and may exercise lead supervision over external consultants and/or other supporting staff. Employees at this level are frequently assigned responsibilities above the journey level and are often required to exercise sound independent judgment in the performance of all duties. The ideal candidate will demonstrate familiarity with, and/or proficiency in, some of the following areas in addition to the minimum qualifications: • Demonstrated ability to manage and manipulate large datasets with accuracy and efficiency. • Various electric sector regulatory agencies and other entities including the California Public Utilities Commission (CPUC), California Energy Commission (CEC), California Air Resources Board (CARB), Federal Energy Regulatory Commission (FERC), California Independent System Operator (CAISO), and the Western Electricity Coordinating Council (WECC)/Peak Reliability. • Electric sector concepts and practices such as utility ratemaking and tariffs, California Public Utilities Code, CPUC Rules of Practice and Procedure, CAISO wholesale market rules and operations, wholesale electric planning and procurement, and electric load forecasting. • Wholesale electric products and attributes including energy, Resource Adequacy (RA), renewable energy credits (RECs), congestion revenue rights (CRRs), ancillary services, and greenhouse gas (GHG) compliance instruments. • Problem-solving skills, including the ability to frame issues and provide quantitative analysis to support recommendations to BART leadership. • Familiarity with basic financial accounting concepts including budgeting, capital expenditures, operating expenses, depreciation and accruals. • Strong communication skills in various mediums and forums. • Ability to quickly develop subject matter expertise and contextual understanding of complex topics related to transit, energy, and sustainability. • Ability to establish and maintain effective working relationships across business functions and with external parties. • Ability to lead, collaborate, support and secure buy-in across business functions on high priority, time-sensitive projects. • Ability to proactively identify opportunities for continuous improvement and effectively develop, communicate and implement recommended solutions. Selection Process Initial screening of applications is tentatively set for the week of July 8, 2024. This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. DEFINITION Under general supervision, plans and performs the most complex and difficult work of staff responsible for the procurement of wholesale electricity, other wholesale energy products and compliance instruments, and retail natural gas; may supervise, assign, and review the work of staff responsible for coordinating regulatory matters relating to the District’s unbundled power supply; supports the development of budget projections and leads periodic budget reconciliation; oversees invoicing from and payment to District vendors; coordinates energy-related projects and studies; provides staff assistance to the Manager of Energy; and performs other related duties as assigned. CLASS CHARACTERISTICS This is the highest working level with the Energy Analyst series. Positions at this master level perform the most technical and complex duties assigned to the series. This classification, requires specialized, technical, or functional expertise, may also be responsible for overseeing the work of lower-level staff, and/or assisting higher-level managerial staff in planning and evaluating the quantity and quality of work performance by subordinate staff. Employees at this level are routinely assigned responsibilities above the journey level and must be capable of exercising independent judgement in the execution of all duties. This position is distinguished from the Manager of Energy in that the latter is responsible for overall management of the Energy Division and serves as the primary point of contact regarding managing and executing the transmission and distribution of energy agreements. Examples of Duties Performs the most complex and difficult work of staff responsible for the wholesale procurement of electricity and retail procurement of natural gas on behalf of the District; may plan, prioritize, assign, supervise, and review the work of lower level Energy Division staff. Manages and administers electricity supply and other energy-related contracts, including the oversight and reconciliation of product and service delivery, and resolution of inaccuracies or conflicts with counterparties that may arise. Negotiates new agreements for energy products or services, including the evaluation of pricing and other terms and conditions. Responds to data requests from other internal departments, executive management, regulators, the District’s Board of Directors, or the public. Coordinates utility service connections, generator interconnections, and/or other energy services with local utilities to support the District’s operations and system expansion activities. Oversees the preparation of annual operating budgets for electricity and natural gas, including development of multi-year budget projections, analysis of quarterly budget variances, and the forecast of long-term energy-related costs and revenues. Participation in rulemaking, workshops, and regulatory proceedings germane to the District’s acquisition of energy, energy procurement authorities, and/or compliance requirements. Evaluates proposed tariff or market design modifications, updates, or amendments, with potential impact to the BART’s energy procurement, including advocacy on behalf of the District. Proposes, plans, and develops draft legislation on energy issues; submits to higher level staff for comment and approval. Prepares feasibility studies and/or economic evaluations of innovative energy-related projects or technologies to support capital initiatives or the acquisition of the District’s energy supply. Presents technical analysis to internal committees, executive management, and the BART Board of Directors. Serves as subject-matter expert to other internal stakeholders with respect to wholesale power procurement, wholesale market tariffs, and electric service contracts and agreements. Trains assigned employees in their areas of work including energy analysis methods, procedures, and techniques; acts as an internal consultant and expert to other departments on understanding the applicability of electric and natural gas tariffs. Coordinates the work of outside consultants, experts, and attorneys; coordinates projects and activities; reviews work progress. Represents the District at a variety of professional meetings associated with energy procurement and planning; stays current on new technologies related to energy utilization and conservation. Minimum Qualifications Education : A Bachelor’s degree in accounting, business administration, economics, or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional energy program analysis experience. Substitution: Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Knowledge of : Operations, activities, and services comprising wholesale electricity procurement Principles of lead supervision and training Operations, activities, and services comprising wholesale electricity procurement Principles of energy markets and operations Advanced methods of quantitative, statistical, and financial analysis Methods and techniques to analyze and forecast energy needs and costs Principles and practices of contract administration and management Prevailing industry practices of the electric power sector Advanced principles and practices of energy procurement, utilization, and conservation Analytical tools and software to support long-term electric supply planning and procurement Federal, state, and local laws, regulations, and utility tariffs governing wholesale electric procurement in California Fundamentals of financial and managerial accounting Skill/ Ability in : Selecting, supervising, training, and evaluating staff Resolving and settling contract disputes Leadership and oversight of collaborative activities Independent execution of complex analyses related energy supply, usage, and cost Execution and enforcement of department policies and procedures Interpretation of complex rules and regulations Design and execution of technology evaluation and feasibility studies to determine costs and benefits, and other available alternatives Development of analytical tools or models to automate existing processes or procedures Interpretation of quantitative analysis and presentation of results Operation of office equipment, including personal computers and proficiency in Microsoft Office software Working independently in the absence of supervision Understanding and following oral and written instructions Communicating clearly and concisely, both orally and in writing Providing excellent customer service to other internal departments, executive management, BART’s Board of Directors, and other stakeholders Production of high-quality work in a timely manner and on several activities simultaneously Establishing and maintaining effective working relationships with those contacted in the course of work Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: 12/31/2024 11:59 PM Pacific
Jul 14, 2024
Full Time
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band H (Principal Energy Analyst) Annual Salary Range $ 135,397.73 (Minimum) - $ 176,016.91 (Maximum) The negotiable salary offer will be between $135,397.73 - $155,707.32/annually commensurate with experience and education. Reports To Manager of Energy Current Assignment The San Francisco Bay Area Rapid Transit District (BART) is one of the largest and cleanest rapid transit systems in the country, connecting 50 passenger stations in five Bay Area counties with a fleet of almost 700 electric rail cars. The Principal Energy Analyst plays a central role in managing the District’s energy supply and annual operating budget. This position resides within the District’s Energy Division responsible for BART’s wholesale electric power and retail gas supply, including all aspects of planning, budgeting, procurement and portfolio management. The Principal Energy Analyst directly supports the District’s wholesale electric planning and procurement; performs tasks related to annual budget planning, management, and reconciliation; oversees counterparty performance and obligations under existing commercial agreements; participates in regulatory engagement and rulemaking processes relating to the District’s wholesale electric procurement; produces quantitative analysis to inform wholesale electric planning activities and other energy-related project evaluation; leads the routine processing and reconciliation of invoices supporting Energy Division operations; prepares routine risk management reporting; and may perform other related duties as assigned. This is the highest-level classification in the Energy Analyst series. Positions at this level possess a specialized, technical or functional expertise within the area of assignment, and may exercise lead supervision over external consultants and/or other supporting staff. Employees at this level are frequently assigned responsibilities above the journey level and are often required to exercise sound independent judgment in the performance of all duties. The ideal candidate will demonstrate familiarity with, and/or proficiency in, some of the following areas in addition to the minimum qualifications: • Demonstrated ability to manage and manipulate large datasets with accuracy and efficiency. • Various electric sector regulatory agencies and other entities including the California Public Utilities Commission (CPUC), California Energy Commission (CEC), California Air Resources Board (CARB), Federal Energy Regulatory Commission (FERC), California Independent System Operator (CAISO), and the Western Electricity Coordinating Council (WECC)/Peak Reliability. • Electric sector concepts and practices such as utility ratemaking and tariffs, California Public Utilities Code, CPUC Rules of Practice and Procedure, CAISO wholesale market rules and operations, wholesale electric planning and procurement, and electric load forecasting. • Wholesale electric products and attributes including energy, Resource Adequacy (RA), renewable energy credits (RECs), congestion revenue rights (CRRs), ancillary services, and greenhouse gas (GHG) compliance instruments. • Problem-solving skills, including the ability to frame issues and provide quantitative analysis to support recommendations to BART leadership. • Familiarity with basic financial accounting concepts including budgeting, capital expenditures, operating expenses, depreciation and accruals. • Strong communication skills in various mediums and forums. • Ability to quickly develop subject matter expertise and contextual understanding of complex topics related to transit, energy, and sustainability. • Ability to establish and maintain effective working relationships across business functions and with external parties. • Ability to lead, collaborate, support and secure buy-in across business functions on high priority, time-sensitive projects. • Ability to proactively identify opportunities for continuous improvement and effectively develop, communicate and implement recommended solutions. Selection Process Initial screening of applications is tentatively set for the week of July 8, 2024. This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. DEFINITION Under general supervision, plans and performs the most complex and difficult work of staff responsible for the procurement of wholesale electricity, other wholesale energy products and compliance instruments, and retail natural gas; may supervise, assign, and review the work of staff responsible for coordinating regulatory matters relating to the District’s unbundled power supply; supports the development of budget projections and leads periodic budget reconciliation; oversees invoicing from and payment to District vendors; coordinates energy-related projects and studies; provides staff assistance to the Manager of Energy; and performs other related duties as assigned. CLASS CHARACTERISTICS This is the highest working level with the Energy Analyst series. Positions at this master level perform the most technical and complex duties assigned to the series. This classification, requires specialized, technical, or functional expertise, may also be responsible for overseeing the work of lower-level staff, and/or assisting higher-level managerial staff in planning and evaluating the quantity and quality of work performance by subordinate staff. Employees at this level are routinely assigned responsibilities above the journey level and must be capable of exercising independent judgement in the execution of all duties. This position is distinguished from the Manager of Energy in that the latter is responsible for overall management of the Energy Division and serves as the primary point of contact regarding managing and executing the transmission and distribution of energy agreements. Examples of Duties Performs the most complex and difficult work of staff responsible for the wholesale procurement of electricity and retail procurement of natural gas on behalf of the District; may plan, prioritize, assign, supervise, and review the work of lower level Energy Division staff. Manages and administers electricity supply and other energy-related contracts, including the oversight and reconciliation of product and service delivery, and resolution of inaccuracies or conflicts with counterparties that may arise. Negotiates new agreements for energy products or services, including the evaluation of pricing and other terms and conditions. Responds to data requests from other internal departments, executive management, regulators, the District’s Board of Directors, or the public. Coordinates utility service connections, generator interconnections, and/or other energy services with local utilities to support the District’s operations and system expansion activities. Oversees the preparation of annual operating budgets for electricity and natural gas, including development of multi-year budget projections, analysis of quarterly budget variances, and the forecast of long-term energy-related costs and revenues. Participation in rulemaking, workshops, and regulatory proceedings germane to the District’s acquisition of energy, energy procurement authorities, and/or compliance requirements. Evaluates proposed tariff or market design modifications, updates, or amendments, with potential impact to the BART’s energy procurement, including advocacy on behalf of the District. Proposes, plans, and develops draft legislation on energy issues; submits to higher level staff for comment and approval. Prepares feasibility studies and/or economic evaluations of innovative energy-related projects or technologies to support capital initiatives or the acquisition of the District’s energy supply. Presents technical analysis to internal committees, executive management, and the BART Board of Directors. Serves as subject-matter expert to other internal stakeholders with respect to wholesale power procurement, wholesale market tariffs, and electric service contracts and agreements. Trains assigned employees in their areas of work including energy analysis methods, procedures, and techniques; acts as an internal consultant and expert to other departments on understanding the applicability of electric and natural gas tariffs. Coordinates the work of outside consultants, experts, and attorneys; coordinates projects and activities; reviews work progress. Represents the District at a variety of professional meetings associated with energy procurement and planning; stays current on new technologies related to energy utilization and conservation. Minimum Qualifications Education : A Bachelor’s degree in accounting, business administration, economics, or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional energy program analysis experience. Substitution: Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Knowledge of : Operations, activities, and services comprising wholesale electricity procurement Principles of lead supervision and training Operations, activities, and services comprising wholesale electricity procurement Principles of energy markets and operations Advanced methods of quantitative, statistical, and financial analysis Methods and techniques to analyze and forecast energy needs and costs Principles and practices of contract administration and management Prevailing industry practices of the electric power sector Advanced principles and practices of energy procurement, utilization, and conservation Analytical tools and software to support long-term electric supply planning and procurement Federal, state, and local laws, regulations, and utility tariffs governing wholesale electric procurement in California Fundamentals of financial and managerial accounting Skill/ Ability in : Selecting, supervising, training, and evaluating staff Resolving and settling contract disputes Leadership and oversight of collaborative activities Independent execution of complex analyses related energy supply, usage, and cost Execution and enforcement of department policies and procedures Interpretation of complex rules and regulations Design and execution of technology evaluation and feasibility studies to determine costs and benefits, and other available alternatives Development of analytical tools or models to automate existing processes or procedures Interpretation of quantitative analysis and presentation of results Operation of office equipment, including personal computers and proficiency in Microsoft Office software Working independently in the absence of supervision Understanding and following oral and written instructions Communicating clearly and concisely, both orally and in writing Providing excellent customer service to other internal departments, executive management, BART’s Board of Directors, and other stakeholders Production of high-quality work in a timely manner and on several activities simultaneously Establishing and maintaining effective working relationships with those contacted in the course of work Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: 12/31/2024 11:59 PM Pacific
Cal State University (CSU) San Francisco
1600 Holloway Avenue, San Francisco, CA 94132, USA
Working Title Senior Budget Analyst SF State University San Francisco State is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, National origin, sex, sexual orientation, covered veteran status, or any other protected status. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting the Senior Human Resources Manager. Applicants may visit titleix.sfsu.edu for more information on SF State's policy prohibiting discrimination, and how to file an online report using the procedures under Executive Order 1096 Revised. Inquiries can be directed to the campus Title IX Coordinator and Discrimination, Harassment, and Retaliation Administrator by calling (415) 338-2032 or emailing vpsaem@sfsu.edu. San Francisco State is a 100% Smoke/Vapor-Free Campus. Smoking or Vaping of any tobacco/plant-based substance is not permitted on any University properties. The person holding this position may be considered a "mandated reporter" under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. This position may be a "designated position" in the California State University's Conflict of Interest Code. The successful candidate accepting this position may be required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission. Department Budget Administration & Operations Appointment Type This is a one-year probationary position. Time Base Full-Time (1.0) Work Schedule Monday - Friday 8:00 AM-5:00 PM Anticipated Hiring Range $7,482.00 - $8,313.00 Per Month ($89,784.00 - $99,756.00 Annually) Salary is commensurate with experience. Position Summary The Budget Senior Analyst (referred to as the incumbent) independently performs responsible, technical, and analytical budget analyses and related work required to administer the University's budget for campus constituents. The responsibilities include aspects of the Budget Transfer Request (BTR) process, Labor Cost Distribution (LCD) position management for planning budgetary cloud solution (PBCS) costs, and university budget functions. The incumbent is responsible for administering BTR, instructing and overseeing campus E-track position data, reviewing and correcting the LCD tape, Position Management in Planning Budget Cloud Solution (PBCS), and university budget services for campus partners. The position involves extracting, analyzing, and implementing technical (sometimes confidential) and administrative budget-related information. Position Information University Budget Operation The incumbent will assist the budget team in monitoring and maintaining budget control of state appropriations; independently responsible for technical analyses of the campus budget, including analyzing, adjusting, reconciling, and producing reports for the current and prior fiscal years. Analyzes, evaluates, and revises budget allocations for the University as requested by campus departments by preparing and processing the budget transfer, change requests, and documents into the campus financial accounting system, PeopleSoft (HRMS), and Common Financial System (CFS). Independently process data extraction, validation, and load in the budgetary planning solution for the benefits update. Responsible for the Open Book Budget" project by querying and analyzing data from campus ERP systems. Researches, analyzes, collects, and compiles information for budget-related matters and prepares special/ad-hoc reports/analyses, including drafting narrative material to summarize, analyze, and justify budget-related issues. Campus Position management and Labor Cost Distribution (LCD): The incumbent assists management with position control, labor cost distribution, and budgetary control functions; Responsible for processing the campus' monthly warrant tape received from the State Controller's Office via the campus Labor Cost Distribution process. The process includes properly conveying funding sources within the Human Resources Management System (PeopleSoft/Human Capital Management System) into the campus financial accounting system (PeopleSoft/Common Financial System). The system requires reviewing and maintaining over 6,000 campus employee positions and establishing new and updating existing positions by utilizing the campus E-TRAC system. Provides initial troubleshooting of HRMS systems problems and participates in the design and installation of system upgrades and required testing and verification of results. The incumbent may be assigned responsibility for providing training, guidance, and assistance to other employees Budget Transfer Requests (BTR): The incumbent consults with and advises responsible campus officials on budget requests, analyzes allocations, and processes budget transfers, allocation orders, cash posting orders, and other budget allocations, accordingly, as received from the chancellor's office or requested by campus departments or officials. Other duties as assigned Minimum Qualifications Knowledge and Abilities: Thorough knowledge of financial, budgetary and accounting principles and practices. General knowledge of the purpose, functions, and fiscal organization of the campus(es); principles of position control and budgetary alignment. Working knowledge of the principles and practices of public finance, administrative personnel, fiscal management and cash-flow management; research techniques and statistical principles and procedures; advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems. Knowledge of or ability to learn quickly the financial structure and financial procedures of the CSU. Ability to analyze and review the budgets and financial practices of the campus(es), communicate clearly and present complex budget information in a clear, concise and professional manner, analyze situations accurately, and develop an effective course of action. Experience: Two years of progressively responsible analytical experience, including two years performing work involving the preparation, justification, and analysis, or the control and administration of a budget or budgetary program. Education: Equivalent to a bachelor’s degree with a major in accounting, business administration, finance or a closely related field OR a combination of education and experience which provides the required knowledge and abilities. Preferred Qualifications Bachelor’s degree with a major in accounting, business administration, finance. Knowledge of or ability to learn quickly the financial structure and financial procedures of the CSU. Environmental/Physical/Special • Extensive use of personal computer as daily information, documentation and correspondence tool. • Must work well under pressure, meeting deadlines, heavy volumes. • Must work with speed and accuracy in fast-paced, heavy workload environment. Pre-Employment Requirements This position requires the successful completion of a background check. Eligibility to Work Applicants must be able to provide proof of US Citizenship or authorization to work in the United States, within three business days from their date of hire. Benefits Threaded through our Total Compensation package is a commitment to Bridging Life's Transitions. SF State is committed to providing our employees with a comprehensive program that rewards efforts that are appreciated by your colleagues, students and the customers we serve. We offer a competitive compensation package that includes Medical, Dental, Vision, Pension, 401k, Healthcare Savings Account, Life Insurance, Disability Insurance, Vacation and Sick Leave as well as State Holidays and a dynamic Fee Waiver program, all geared towards the University's commitment to attract, motivate and retain our employee. CSUEU Position (For CSUEU Positions Only) Eligible and qualified on-campus applicants, currently in bargaining units 2, 5, 7, and 9 are given hiring preference. Additional Information SF STATE IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (i.e. H1-B VISAS). Thank you for your interest in employment with California State University (CSU). CSU is a state entity whose business operations reside within the State of California. Because of this, CSU prohibits hiring employees to perform CSU-related work outside of California with very limited exception. While this position may be eligible for occasional telework, all work is expected to be performed in the state of California, and this position is assigned to on-campus operations. CSU strongly encourages faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19 or declare a medical or religious exemption from doing so. Any candidates advanced in a currently open search process are encouraged to comply with this requirement. The systemwide policy can be found at https://calstate.policystat.com/policy/9779821/latest/ and questions may be sent to hrwww@sfsu.edu. The Human Resources office is open Mondays through Fridays from 8 a.m. to 5 p.m., and can be reached at (415) 338-1872. Please note that this position, position requirements, application deadline and/or any other component of this position is subject to change or cancellation at any time. Advertised: Jul 19 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Sep 23, 2024
Working Title Senior Budget Analyst SF State University San Francisco State is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, National origin, sex, sexual orientation, covered veteran status, or any other protected status. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting the Senior Human Resources Manager. Applicants may visit titleix.sfsu.edu for more information on SF State's policy prohibiting discrimination, and how to file an online report using the procedures under Executive Order 1096 Revised. Inquiries can be directed to the campus Title IX Coordinator and Discrimination, Harassment, and Retaliation Administrator by calling (415) 338-2032 or emailing vpsaem@sfsu.edu. San Francisco State is a 100% Smoke/Vapor-Free Campus. Smoking or Vaping of any tobacco/plant-based substance is not permitted on any University properties. The person holding this position may be considered a "mandated reporter" under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. This position may be a "designated position" in the California State University's Conflict of Interest Code. The successful candidate accepting this position may be required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission. Department Budget Administration & Operations Appointment Type This is a one-year probationary position. Time Base Full-Time (1.0) Work Schedule Monday - Friday 8:00 AM-5:00 PM Anticipated Hiring Range $7,482.00 - $8,313.00 Per Month ($89,784.00 - $99,756.00 Annually) Salary is commensurate with experience. Position Summary The Budget Senior Analyst (referred to as the incumbent) independently performs responsible, technical, and analytical budget analyses and related work required to administer the University's budget for campus constituents. The responsibilities include aspects of the Budget Transfer Request (BTR) process, Labor Cost Distribution (LCD) position management for planning budgetary cloud solution (PBCS) costs, and university budget functions. The incumbent is responsible for administering BTR, instructing and overseeing campus E-track position data, reviewing and correcting the LCD tape, Position Management in Planning Budget Cloud Solution (PBCS), and university budget services for campus partners. The position involves extracting, analyzing, and implementing technical (sometimes confidential) and administrative budget-related information. Position Information University Budget Operation The incumbent will assist the budget team in monitoring and maintaining budget control of state appropriations; independently responsible for technical analyses of the campus budget, including analyzing, adjusting, reconciling, and producing reports for the current and prior fiscal years. Analyzes, evaluates, and revises budget allocations for the University as requested by campus departments by preparing and processing the budget transfer, change requests, and documents into the campus financial accounting system, PeopleSoft (HRMS), and Common Financial System (CFS). Independently process data extraction, validation, and load in the budgetary planning solution for the benefits update. Responsible for the Open Book Budget" project by querying and analyzing data from campus ERP systems. Researches, analyzes, collects, and compiles information for budget-related matters and prepares special/ad-hoc reports/analyses, including drafting narrative material to summarize, analyze, and justify budget-related issues. Campus Position management and Labor Cost Distribution (LCD): The incumbent assists management with position control, labor cost distribution, and budgetary control functions; Responsible for processing the campus' monthly warrant tape received from the State Controller's Office via the campus Labor Cost Distribution process. The process includes properly conveying funding sources within the Human Resources Management System (PeopleSoft/Human Capital Management System) into the campus financial accounting system (PeopleSoft/Common Financial System). The system requires reviewing and maintaining over 6,000 campus employee positions and establishing new and updating existing positions by utilizing the campus E-TRAC system. Provides initial troubleshooting of HRMS systems problems and participates in the design and installation of system upgrades and required testing and verification of results. The incumbent may be assigned responsibility for providing training, guidance, and assistance to other employees Budget Transfer Requests (BTR): The incumbent consults with and advises responsible campus officials on budget requests, analyzes allocations, and processes budget transfers, allocation orders, cash posting orders, and other budget allocations, accordingly, as received from the chancellor's office or requested by campus departments or officials. Other duties as assigned Minimum Qualifications Knowledge and Abilities: Thorough knowledge of financial, budgetary and accounting principles and practices. General knowledge of the purpose, functions, and fiscal organization of the campus(es); principles of position control and budgetary alignment. Working knowledge of the principles and practices of public finance, administrative personnel, fiscal management and cash-flow management; research techniques and statistical principles and procedures; advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems. Knowledge of or ability to learn quickly the financial structure and financial procedures of the CSU. Ability to analyze and review the budgets and financial practices of the campus(es), communicate clearly and present complex budget information in a clear, concise and professional manner, analyze situations accurately, and develop an effective course of action. Experience: Two years of progressively responsible analytical experience, including two years performing work involving the preparation, justification, and analysis, or the control and administration of a budget or budgetary program. Education: Equivalent to a bachelor’s degree with a major in accounting, business administration, finance or a closely related field OR a combination of education and experience which provides the required knowledge and abilities. Preferred Qualifications Bachelor’s degree with a major in accounting, business administration, finance. Knowledge of or ability to learn quickly the financial structure and financial procedures of the CSU. Environmental/Physical/Special • Extensive use of personal computer as daily information, documentation and correspondence tool. • Must work well under pressure, meeting deadlines, heavy volumes. • Must work with speed and accuracy in fast-paced, heavy workload environment. Pre-Employment Requirements This position requires the successful completion of a background check. Eligibility to Work Applicants must be able to provide proof of US Citizenship or authorization to work in the United States, within three business days from their date of hire. Benefits Threaded through our Total Compensation package is a commitment to Bridging Life's Transitions. SF State is committed to providing our employees with a comprehensive program that rewards efforts that are appreciated by your colleagues, students and the customers we serve. We offer a competitive compensation package that includes Medical, Dental, Vision, Pension, 401k, Healthcare Savings Account, Life Insurance, Disability Insurance, Vacation and Sick Leave as well as State Holidays and a dynamic Fee Waiver program, all geared towards the University's commitment to attract, motivate and retain our employee. CSUEU Position (For CSUEU Positions Only) Eligible and qualified on-campus applicants, currently in bargaining units 2, 5, 7, and 9 are given hiring preference. Additional Information SF STATE IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (i.e. H1-B VISAS). Thank you for your interest in employment with California State University (CSU). CSU is a state entity whose business operations reside within the State of California. Because of this, CSU prohibits hiring employees to perform CSU-related work outside of California with very limited exception. While this position may be eligible for occasional telework, all work is expected to be performed in the state of California, and this position is assigned to on-campus operations. CSU strongly encourages faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19 or declare a medical or religious exemption from doing so. Any candidates advanced in a currently open search process are encouraged to comply with this requirement. The systemwide policy can be found at https://calstate.policystat.com/policy/9779821/latest/ and questions may be sent to hrwww@sfsu.edu. The Human Resources office is open Mondays through Fridays from 8 a.m. to 5 p.m., and can be reached at (415) 338-1872. Please note that this position, position requirements, application deadline and/or any other component of this position is subject to change or cancellation at any time. Advertised: Jul 19 2024 Pacific Daylight Time Applications close: Closing Date/Time:
STATE BAR OF CALIFORNIA
San Francisco, CA, United States
Job Description Office of Finance Annual Salary Range: $120,729 - $160,952 FLSA Exempt / Non-Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Finance (Finance) oversees accounts payable, accounts receivable, billing, collection, payroll, fixed assets, treasury, and the general ledger in accordance with the State Bar's financial policies. Finance is also responsible for ongoing financial planning, preparing financial statements and analysis, and works with the Leadership Team and the Finance Committee to create and monitor the State Bar's annual budget. About the Position The State Bar of California's Office of Finance seeks an experienced and highly skilled Principal Financial Analyst/Accounting Supervisor to perform comprehensive accounting professional duties in the areas of general ledger, accounts payable, grants, investments, fixed assets, payroll, fund accounting, audits, personnel supervision, and special projects. The Principal Financial Analyst/Accounting Supervisor exercises sound, independent judgment in performing complex analytical work; adapts quickly to changing environment and effectively implements course of actions; participates in audit activities; works under pressure and deadlines; provides training and guidance to staff; and performs other related duties as required. Governmental accounting experience is desired and experience with Oracle Fusion is a plus. Definition The Principal Financial Analyst serves under the general oversight of an Executive Team Member and is responsible for supervising the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to general ledger, grants, accounts payable, accounts receivable, payroll, general and special fund accounting, related activities in accordance with generally accepted accounting standards, fiscal audits, and for supporting special projects as assigned. This position serves on a team that is responsible for continuous institutional organizational improvement, collaboration, accountability, and professionalism. The Principal Financial Analyst may also oversee other functions as assigned. Distinguishing Characteristics This classification is distinguished from a Senior Program Analyst in the series in that the Principal Financial Analyst assumes responsibility for development and implementation of comprehensive accounting and finance related projects that may have an agency wide impact. Duties may deal with complex and sensitive issues. Incumbents are expected to work with minimal direction and may supervise and/or lead support staff. Examples of Essential Duties Duties may include, but are not limited to the following: Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems, and procedures and prepares reports recommending changes and/or alternatives to procedures. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line-item expense, balance sheet accounts, reports discrepancies between actual and subsidiary ledgers and makes recommended changes in cost allocation formulas. Supervises, plans, and prioritizes the work of professional, technical, or clerical staff. Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Reviews licensing and program fees to ensure fiscal stability. Analyzes data from the State Bar's information systems, to support institutional performance analysis and program evaluation. Conducts internal performance and financial audits pursuant to a performance and financial audit plan, to ensure that the State Bar's core functions are being performed efficiently and effectively, and in compliance with all governing mandates. Serves as staff to subgroups of members of the Board of Trustees, Executive Office efforts, and other committees and working groups by conducting research and policy analysis, providing materials in presentation ready format, and presenting materials at public meetings and other committees to ensure clear and accurate communication regarding implementation efforts. Serves as the subject matter expert in analyzing and critiquing proposal information before a vendor is selected. Directs work of contractors and consultants ensuring that contract requirements are followed and in accordance with State Bar policies. Responds to internal and external inquiries about the State Bar's data collection and analysis, continuous improvement, and internal audit efforts. Serves as lead staff to subordinate analytical, administrative, and technical staff. Monitors project budgets and makes recommendations on budget expenditures. Performs 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. Employment Standards Knowledge of: Operations, services, and processes including accounts payable, accounts receivable, payroll, budget, audits, and general and special fund accounting financial reporting and related fiscal areas. Principles of financial planning and management, administration, and supervision. Principles of accounting, auditing, financial controls and reporting in the governmental public sector. Manual and computerized accounting and financial recordkeeping systems. Accounting and financial control principles, procedures, and practices. Problem identification and analyses of accounting and fiscal controls, system, and practices. Principles of direct and lead supervision, training, organizational behavior, conflict resolution and performance evaluation. Principles of effective personnel management in a union environment. Principles of computer information systems, including database, report generation, word processing, spreadsheet, and presentation software. Principles of project planning and implementation. Modern office procedures, methods and equipment including database, report generation, word processing, spreadsheet, presentation, and software applications relevant to the work. Methods and techniques of compiling and summarizing financial data and financial analysis and research. Principles and practices of customer service. Principles of effective written and verbal presentations, including public speaking, and public relations/customer service. Within the introductory period, obtain a working knowledge of State Bar office and functions. Ability to: Perform professional accounting duties in assigned areas of responsibility. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret, and reconcile fiscal documents. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform under stress, adopt effective courses of action and work under deadlines. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Effectively interact with others, mentor and train staff as required. Effectively address conflict. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Lead others to accomplish project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Act with integrity in all related State Bar business. Quickly adapt to changing environments, critical needs and adopt and effectively implement courses of action. Minimum Qualifications Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Master's degree in a relevant field may substitute for up to two (2) years of experience. Experience: Minimum five (5) years' journey level professional financial analysis or accounting and accounting; or four (4) years of financial experience with two (2) year supervisorial experience. License, Certificate, Registration Requirements Special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. Applicants Meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Aug 31, 2024
Full Time
Job Description Office of Finance Annual Salary Range: $120,729 - $160,952 FLSA Exempt / Non-Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Finance (Finance) oversees accounts payable, accounts receivable, billing, collection, payroll, fixed assets, treasury, and the general ledger in accordance with the State Bar's financial policies. Finance is also responsible for ongoing financial planning, preparing financial statements and analysis, and works with the Leadership Team and the Finance Committee to create and monitor the State Bar's annual budget. About the Position The State Bar of California's Office of Finance seeks an experienced and highly skilled Principal Financial Analyst/Accounting Supervisor to perform comprehensive accounting professional duties in the areas of general ledger, accounts payable, grants, investments, fixed assets, payroll, fund accounting, audits, personnel supervision, and special projects. The Principal Financial Analyst/Accounting Supervisor exercises sound, independent judgment in performing complex analytical work; adapts quickly to changing environment and effectively implements course of actions; participates in audit activities; works under pressure and deadlines; provides training and guidance to staff; and performs other related duties as required. Governmental accounting experience is desired and experience with Oracle Fusion is a plus. Definition The Principal Financial Analyst serves under the general oversight of an Executive Team Member and is responsible for supervising the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to general ledger, grants, accounts payable, accounts receivable, payroll, general and special fund accounting, related activities in accordance with generally accepted accounting standards, fiscal audits, and for supporting special projects as assigned. This position serves on a team that is responsible for continuous institutional organizational improvement, collaboration, accountability, and professionalism. The Principal Financial Analyst may also oversee other functions as assigned. Distinguishing Characteristics This classification is distinguished from a Senior Program Analyst in the series in that the Principal Financial Analyst assumes responsibility for development and implementation of comprehensive accounting and finance related projects that may have an agency wide impact. Duties may deal with complex and sensitive issues. Incumbents are expected to work with minimal direction and may supervise and/or lead support staff. Examples of Essential Duties Duties may include, but are not limited to the following: Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems, and procedures and prepares reports recommending changes and/or alternatives to procedures. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line-item expense, balance sheet accounts, reports discrepancies between actual and subsidiary ledgers and makes recommended changes in cost allocation formulas. Supervises, plans, and prioritizes the work of professional, technical, or clerical staff. Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Reviews licensing and program fees to ensure fiscal stability. Analyzes data from the State Bar's information systems, to support institutional performance analysis and program evaluation. Conducts internal performance and financial audits pursuant to a performance and financial audit plan, to ensure that the State Bar's core functions are being performed efficiently and effectively, and in compliance with all governing mandates. Serves as staff to subgroups of members of the Board of Trustees, Executive Office efforts, and other committees and working groups by conducting research and policy analysis, providing materials in presentation ready format, and presenting materials at public meetings and other committees to ensure clear and accurate communication regarding implementation efforts. Serves as the subject matter expert in analyzing and critiquing proposal information before a vendor is selected. Directs work of contractors and consultants ensuring that contract requirements are followed and in accordance with State Bar policies. Responds to internal and external inquiries about the State Bar's data collection and analysis, continuous improvement, and internal audit efforts. Serves as lead staff to subordinate analytical, administrative, and technical staff. Monitors project budgets and makes recommendations on budget expenditures. Performs 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. Employment Standards Knowledge of: Operations, services, and processes including accounts payable, accounts receivable, payroll, budget, audits, and general and special fund accounting financial reporting and related fiscal areas. Principles of financial planning and management, administration, and supervision. Principles of accounting, auditing, financial controls and reporting in the governmental public sector. Manual and computerized accounting and financial recordkeeping systems. Accounting and financial control principles, procedures, and practices. Problem identification and analyses of accounting and fiscal controls, system, and practices. Principles of direct and lead supervision, training, organizational behavior, conflict resolution and performance evaluation. Principles of effective personnel management in a union environment. Principles of computer information systems, including database, report generation, word processing, spreadsheet, and presentation software. Principles of project planning and implementation. Modern office procedures, methods and equipment including database, report generation, word processing, spreadsheet, presentation, and software applications relevant to the work. Methods and techniques of compiling and summarizing financial data and financial analysis and research. Principles and practices of customer service. Principles of effective written and verbal presentations, including public speaking, and public relations/customer service. Within the introductory period, obtain a working knowledge of State Bar office and functions. Ability to: Perform professional accounting duties in assigned areas of responsibility. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret, and reconcile fiscal documents. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform under stress, adopt effective courses of action and work under deadlines. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Effectively interact with others, mentor and train staff as required. Effectively address conflict. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Lead others to accomplish project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Act with integrity in all related State Bar business. Quickly adapt to changing environments, critical needs and adopt and effectively implement courses of action. Minimum Qualifications Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Master's degree in a relevant field may substitute for up to two (2) years of experience. Experience: Minimum five (5) years' journey level professional financial analysis or accounting and accounting; or four (4) years of financial experience with two (2) year supervisorial experience. License, Certificate, Registration Requirements Special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. Applicants Meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band G Annual Salary Range $ 127,505.43 (Minimum) - $ 165,757.06 (Maximum) The negotiable salary offer will be between $127,505.43 - $151,482.76/annually commensurate with experience and education. Reports To Manager Budget and Administration DEFINITION Under general supervision, performs the most technical and complex tasks relative to assigned area of responsibility; may supervise, assign, review and participate in the work of staff responsible for providing professional level support on budget development and administration, financial analysis and project control work; ensures work quality and adherence to established policies and procedures; and performs related duties as assigned. CLASS CHARACTERISTICS This is the highest level within the Financial Analyst series. Positions at this master level perform the most complex duties assigned to the series or may be responsible for participating in supervising, assigning and reviewing the work of subordinate staff. Incumbents oversee the work of outside consultants or assisting higher-level managerial staff in planning and evaluating the quantity and quality of work performed by subordinate staff. Master level classes such as this are an extension of the advanced journey level class and often represent the highest non-supervisory tier or a specialized advanced journey level. Master level classes typically consist of non-supervisory principal positions. Positions in this class are flexibly staffed and can be filled by advancement from the advanced journey level, or when filled from the outside, by incumbents with prior full journey level experience. Current Assignment First review of applications will be on March 15, 2024 Capitol Corridor is an intercity passenger rail service connecting Auburn/Sacramento to Silicon Valley, including San Francisco, Oakland, and Berkeley. Fully funded by the State of California, Capitol Corridor receives administrative support from BART through a managing agency agreement and is a department within BART. The Principal Financial Analyst will be an integral member of CCJPA’s Finance Team performing the most complex duties assigned to the Financial Analyst series related to operating and capital budget development, administration, and reporting, financial analysis, and project control work; grant and funding administration and compliance; procurement and contract and compliance; ensuring work quality and adherence to policies and procedures; and performing related duties as assigned. The Principal Financial Analyst will provide consultation and training to CCJPA managers and staff on financial and procurement policies and procedures and may provide direction and oversight to subordinate staff. The Principal Financial Analyst may serve as the delegate for the Manager of Budget & Administration as needed. The ideal candidate will demonstrate strong knowledge and experience in the following areas beyond the minimum qualifications: Experience performing complex financial, statistical, comparative and management analyses, and performing accurate complex financial calculations. Intermediate to advanced experience with data analytics, data visualization, and/or business intelligence tools. Ability to successfully analyze and verify data for accuracy and resolving budget discrepancies and issues; Experience with Oracle Business Intelligence preferred. Intermediate to advanced computer, financial database, and Excel skills with the aptitude to learn new systems quickly. Experience with grant development, administration, and compliance. Experience providing financial support for projects and/or programs with complex funding sources and compliance requirements. Experience preparing clear and accurate financial, budget, and grant reports and charts for internal and external stakeholders. Experience creating financial models, forecasts, or cost-benefit analysis. Focus on continuous improvement and providing high-quality customer service and support to internal and/or external customers. Effective verbal and written communication skills; Exceptional organizational skills and demonstrated ability to plan and organize work for self and others to ensure that work is completed efficiently and in a timely manner. Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Examples of Duties Establishes schedules and methods for providing financial analysis services; identifies resource needs; reviews needs with appropriate management staff; allocates resources accordingly. Participates in the development of policies and procedures; monitors work activities to ensure compliance with established policies and procedures; makes recommendations for changes and improvements to existing standards and procedures. Recommends and assists in the implementation of goals and objectives; implements approved policies and procedures. Conducts complex financial and management studies to evaluate District system performance and operating efficiency; prepares and presents study findings and recommendations; implements recommendations and provides assistance to District departments in assessing performance against stated objectives. Performs the most technical and complex tasks of the work unit including specialized analyses and studies related to the District's budgeting, financial control and management analysis functions. Provides financial oversight on assigned projects; identifies funding sources; projects cash flow requirements; maintains budgetary records for proposed projects; compiles actual project costs; performs financial, statistical and comparative analysis of actual and budgeted costs. Participates in the preparation and administration of District-wide budgets; compiles and analyzes budget data; coordinates activities within other divisions and departments. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances; ensures that cost control methods are implemented and applied to program objectives. Develops and recommends improvements to computerized financial management system. Participates in the selection of assigned staff; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline procedures. Prepares analytical and statistical reports on operations and activities. Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of financial analysis and program management. May plan, prioritize, assign, supervise, review and participate in the work of staff responsible for complex financial, statistical and project control analysis in assigned area. Minimum Qualifications Education : A Bachelor’s degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of supervision, training and performance evaluation. Principles of financial and operational analysis. Financial, statistical and comparative analysis techniques and formulas. Principles and practices of project budget development, administration and control. Advanced principles and practices of accounting. Principles and practices of financial project management and scheduling. Methods and techniques for assessing performance against established objectives. Current office procedures, methods and equipment including computers. Applicable computer software applications. Related Federal, State and local laws, codes and regulations. Skill in : Selecting, supervising, training and evaluating staff. Performing complex financial, statistical, comparative and management analyses. Establishing and implementing procedures for budget and project control. Identifying funding sources for proposed and current projects. Performing accurate complex financial calculations. Developing, organizing and maintaining accurate financial records. Interpreting complex computerized records and reports. Interpreting complex contract provisions and change orders. Interpreting and explaining District policies and procedures. Preparing clear and concise financial and administrative reports. Operating office equipment including computers and supporting word processing and spreadsheet applications. Communicating Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: Continuous
Jul 14, 2024
Full Time
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band G Annual Salary Range $ 127,505.43 (Minimum) - $ 165,757.06 (Maximum) The negotiable salary offer will be between $127,505.43 - $151,482.76/annually commensurate with experience and education. Reports To Manager Budget and Administration DEFINITION Under general supervision, performs the most technical and complex tasks relative to assigned area of responsibility; may supervise, assign, review and participate in the work of staff responsible for providing professional level support on budget development and administration, financial analysis and project control work; ensures work quality and adherence to established policies and procedures; and performs related duties as assigned. CLASS CHARACTERISTICS This is the highest level within the Financial Analyst series. Positions at this master level perform the most complex duties assigned to the series or may be responsible for participating in supervising, assigning and reviewing the work of subordinate staff. Incumbents oversee the work of outside consultants or assisting higher-level managerial staff in planning and evaluating the quantity and quality of work performed by subordinate staff. Master level classes such as this are an extension of the advanced journey level class and often represent the highest non-supervisory tier or a specialized advanced journey level. Master level classes typically consist of non-supervisory principal positions. Positions in this class are flexibly staffed and can be filled by advancement from the advanced journey level, or when filled from the outside, by incumbents with prior full journey level experience. Current Assignment First review of applications will be on March 15, 2024 Capitol Corridor is an intercity passenger rail service connecting Auburn/Sacramento to Silicon Valley, including San Francisco, Oakland, and Berkeley. Fully funded by the State of California, Capitol Corridor receives administrative support from BART through a managing agency agreement and is a department within BART. The Principal Financial Analyst will be an integral member of CCJPA’s Finance Team performing the most complex duties assigned to the Financial Analyst series related to operating and capital budget development, administration, and reporting, financial analysis, and project control work; grant and funding administration and compliance; procurement and contract and compliance; ensuring work quality and adherence to policies and procedures; and performing related duties as assigned. The Principal Financial Analyst will provide consultation and training to CCJPA managers and staff on financial and procurement policies and procedures and may provide direction and oversight to subordinate staff. The Principal Financial Analyst may serve as the delegate for the Manager of Budget & Administration as needed. The ideal candidate will demonstrate strong knowledge and experience in the following areas beyond the minimum qualifications: Experience performing complex financial, statistical, comparative and management analyses, and performing accurate complex financial calculations. Intermediate to advanced experience with data analytics, data visualization, and/or business intelligence tools. Ability to successfully analyze and verify data for accuracy and resolving budget discrepancies and issues; Experience with Oracle Business Intelligence preferred. Intermediate to advanced computer, financial database, and Excel skills with the aptitude to learn new systems quickly. Experience with grant development, administration, and compliance. Experience providing financial support for projects and/or programs with complex funding sources and compliance requirements. Experience preparing clear and accurate financial, budget, and grant reports and charts for internal and external stakeholders. Experience creating financial models, forecasts, or cost-benefit analysis. Focus on continuous improvement and providing high-quality customer service and support to internal and/or external customers. Effective verbal and written communication skills; Exceptional organizational skills and demonstrated ability to plan and organize work for self and others to ensure that work is completed efficiently and in a timely manner. Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Examples of Duties Establishes schedules and methods for providing financial analysis services; identifies resource needs; reviews needs with appropriate management staff; allocates resources accordingly. Participates in the development of policies and procedures; monitors work activities to ensure compliance with established policies and procedures; makes recommendations for changes and improvements to existing standards and procedures. Recommends and assists in the implementation of goals and objectives; implements approved policies and procedures. Conducts complex financial and management studies to evaluate District system performance and operating efficiency; prepares and presents study findings and recommendations; implements recommendations and provides assistance to District departments in assessing performance against stated objectives. Performs the most technical and complex tasks of the work unit including specialized analyses and studies related to the District's budgeting, financial control and management analysis functions. Provides financial oversight on assigned projects; identifies funding sources; projects cash flow requirements; maintains budgetary records for proposed projects; compiles actual project costs; performs financial, statistical and comparative analysis of actual and budgeted costs. Participates in the preparation and administration of District-wide budgets; compiles and analyzes budget data; coordinates activities within other divisions and departments. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances; ensures that cost control methods are implemented and applied to program objectives. Develops and recommends improvements to computerized financial management system. Participates in the selection of assigned staff; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline procedures. Prepares analytical and statistical reports on operations and activities. Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of financial analysis and program management. May plan, prioritize, assign, supervise, review and participate in the work of staff responsible for complex financial, statistical and project control analysis in assigned area. Minimum Qualifications Education : A Bachelor’s degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of supervision, training and performance evaluation. Principles of financial and operational analysis. Financial, statistical and comparative analysis techniques and formulas. Principles and practices of project budget development, administration and control. Advanced principles and practices of accounting. Principles and practices of financial project management and scheduling. Methods and techniques for assessing performance against established objectives. Current office procedures, methods and equipment including computers. Applicable computer software applications. Related Federal, State and local laws, codes and regulations. Skill in : Selecting, supervising, training and evaluating staff. Performing complex financial, statistical, comparative and management analyses. Establishing and implementing procedures for budget and project control. Identifying funding sources for proposed and current projects. Performing accurate complex financial calculations. Developing, organizing and maintaining accurate financial records. Interpreting complex computerized records and reports. Interpreting complex contract provisions and change orders. Interpreting and explaining District policies and procedures. Preparing clear and concise financial and administrative reports. Operating office equipment including computers and supporting word processing and spreadsheet applications. Communicating Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: Continuous
City of Sacramento, CA
Sacramento, California, United States
THE POSITION With supervisor approval, incumbents may be eligible for intermittent remote work; however, they must physically reside within the Sacramento region or have the ability to regularly report to a City of Sacramento physical worksite with little notice. The Department of Public Works, Facilities, and Real Property Management Division is seeking an Administrative Analyst to provide analytical support for the Division. Primary duties include managing the inventory of facility building and equipment assets from inception to disposal, maintaining square footage records and building usage, tracking energy consumption, overseeing the scheduling and management of preventive maintenance work orders, and handling performance measurements. IDEAL CANDIDATE STATEMENT The ideal candidate will possess strong analytical skills, proficiency in effective communication, expertise in asset inventory management, and an understanding of accounting and budgeting functions. The candidate will be able to maintain confidentiality and manage multiple competing priorities. This journey-level classification is populated with multiple incumbents. Incumbents may be assigned to perform either the entire range of support functions and administrative and technical duties for a division or department or a broad range of functional program management duties for programs with department or Citywide impact. Responsibilities require a complete knowledge of departmental policies, programmatic, or project operating policies and procedures. The Administrative Analyst may specialize in one program area or may have broader responsibility for multiple internal service functions. Incumbents may independently perform moderately complex professional or program management work and make independent decisions on routine activities; or may perform complex professional or program management work under closer direction and exercise less independent judgment and discretion. The Administrative Analyst is distinguished from the next higher-level class of Administrative Officer in that the latter is responsible for the administration and management of programs and projects or all centralized administrative services for a department or major division with high visibility and substantial Citywide impact. SUPERVISION RECEIVED AND EXERCISED General direction is provided by higher-level department or division administrative personnel. Responsibilities may include the indirect supervision of technical and clerical personnel. ESSENTIAL DUTIES AND RESPONSIBILITIES Performs professional analytical and technical work in the formulation and administration of department or division budgets, development, and management of grants and contracts, management of department level procurement, or coordination of personnel functions. Performs research and analysis in the development of program or project activities, including program compliance and eligibility, regulatory issues, and funding requirements. Compiles and analyzes data and makes recommendations on the formulation of policy, procedures, staffing, and organizational changes; conducts surveys and performs research and statistical analysis on administrative, fiscal, personnel, or operational problems. Compiles materials and assists in the preparation of program-related grants, budgets, reports, manuals, and publications; coordinates procurement activities and related support functions for a program or project. Analyzes information for preparation of grants, contracts, and agreements; assists in negotiating terms; implements, monitors, and prepares reports on conduct and performance; prepares statistical data and graphs. Performs research and prepares studies as required; conducts surveys, compiles and analyzes data and formulates program policies and procedures; monitors and evaluates program effectiveness and outcomes; prepares periodic or specialized reports of program activities. Participates and assists in the design, implementation, and installation of new and revised programs, systems, procedures, methods of operation, and forms. Coordinates and monitors the administrative functions of an assigned department; compiles materials and assists in the preparation of budgets, reports, manuals, and publications. Coordinates departmental activities and programs with other City departments and divisions, and with outside agencies; represents the assigned department in committee meetings; oversees contract service providers. Responds to complaints and requests for information; interprets and applies policies and procedures; adjudicates complaints. Makes complex program or project eligibility determinations; conducts focus groups; meets with community or business groups. Prepares oral reports; makes oral presentations to a variety of City and departmental committees. May train staff as assigned. Provides exceptional customer service to those contacted in the course of work. Other related duties may also be performed; not all duties listed are necessarily performed by each individual holding this classification. QUALIFICATIONS Knowledge of: Principles and practices of personnel administration. Principles and practices of organization and public administration. Principles and practices of program management, analysis, and coordination. Principles and practices of program performance measurement, systems analysis, and statistical measurement. Research techniques, methods, and procedures, and basic methods of statistical analysis. Principles, methods, and practices of municipal finance, budgeting, and accounting. Principles, methods, and practices of procurement, contracting, and grant writing. Methods of reporting information. Applicable Federal, State, and local laws and regulations. Skill in: Providing customer service, including dealing with people in sensitive situations and problem resolution. Making presentations and conducting meetings. Use of computers, computer applications, and software. Ability to: Interpret and apply rules, regulations, laws, ordinances, and policies. Communicate effectively, both orally and in writing. Administer assigned program responsibilities. Collect and analyze data and make sound recommendations. Review organizational and administrative problems; recommend and implement appropriate courses of action. Establish and maintain effective working relationships with employees, the general public, and others contacted in the course of work. Review and analyze organizational and administrative problems; recommend and implement effective courses of action. Interpret laws, rules, regulations, policies, and procedures and make appropriate decisions. Meet multiple deadlines. EXPERIENCE AND EDUCATION Experience: Two years of full-time paid or other equivalent experience performing as a para-professional as it relates to report writing, research, analysis, or technical support in the areas of administration, program management or system operations. And Education: A Bachelor's Degree from an accredited college or university with major coursework in public or business administration, economics, accounting, personnel, or a closely related field. Substitution of Education: An additional four years of full-time paid or other equivalent experience performing as a para-professional as it relates to report writing, research, analysis, or technical support in the areas of administration, program management, or system operations may substitute for the required education. PROOF OF EDUCATION Should education be used to qualify for this position, then proof of education such as, but not limited to, university/college transcripts and degrees should be submitted with your application and will be required at the time of appointment . Unofficial documents and/or copies are acceptable. An applicant with a college degree obtained outside the United States must have education records evaluated by a credentials evaluation service. Evaluation of education records will be due at time of appointment. SPECIAL QUALIFICATIONS Special Selection Criteria: Some positions in this classification may require additional knowledge and experience in the following: Auditing principles. Basic methods of statistical analysis. Procurement, contracting, or grant writing. Driver License: Possession of a valid California Class C Driver License may be required at the time of appointment. For positions where ability to drive is not an essential function, the employee must be able to arrange reliable and timely transportation whether through use of their private vehicle, use of government vehicle (when available) or through other private or public transportation for their attendance at essential off-site meetings, events, and trainings. Probationary Period: Employees must complete twelve (12) months of probation at a satisfactory performance level prior to gaining permanent status. THE SELECTION PROCEDURE P lease note, the City of Sacramento's preferred method of communication with applicants is via e-mail. As such, please ensure you verify the e-mail address on your application, and check your e-mail frequently , including your spam and junk folders. All e-mail notifications can also be accessed through the governmentjobs.com applicant inbox. 1. Application: (Pass/Fail) - All applicants must complete and submit online a City of Sacramento employment application by the final filing deadline ; Employment applications must be submitted online; paper applications will not be accepted. Employment applications will be considered incomplete and will be disqualified: If applicants do not list current and/or past job-related experience in the duties area of the "Work Experience" section. Note: Qualifying experience is based on full-time experience (40 hours per week). Qualifying experience is calculated to the full-time equivalent (pro-rated if less than 40 hours/week ). If "see resume" is noted in the "Work Experience" section; a resume will not substitute for the information required in the "Work Experience" section. Proof of education such as, but not limited to, university/college transcripts and degrees should be submitted online with your application. Proof of education will be required at time of appointment. Position/job titles will not be considered in determining eligibility for meeting the minimum qualifications for this position. If you’re requesting Veteran’s credit, a copy of your DD214 must be submitted online with your application or emailed to the Employment Office by the final filing deadline . Information regarding the use of Veteran’s credit can be found in the Civil Service Board rules under rule 4.9C. Applicants are responsible for attaching a copy of their DD214 to each position for which they apply. 2. Training and Experience Exam : (Weighted 100%) - The questions located at the end of the application are the Training and Experience (T&E) Exam. Responses to the T&E questions will be rated and scored. This exam will evaluate the relevance, level, and progression of a candidate's education, training and experience. The exam score will determine your ranking on the eligible list for this job. When completing the T&E questions, please note: Responses to the T&E questions must be submitted online; paper questionnaires will not be accepted. A resume will not substitute for the information required in the T&E questions. 3. Eligibility : Candidates who pass the Training and Experience Test will be placed on the eligible list. The hiring department may contact candidates for interview at any time during the life of the one-year list. Candidate’s eligibility expires one year from the date of notification of a passing score for the Administrative Analyst examination. 4. Screening Committee : (Pass/Fail)- All candidates that pass the examination and are in one of the top three ranks will have their application forwarded to the hiring department for review. The hiring department will select the most competitive applications for further consideration. Human Resources will only evaluate employment applications for the minimum qualifications, as stated on the job announcement, for applications selected by the hiring department. 5. Conditional Hire: Upon receipt of a conditional offer, the selected candidate must complete and pass Live Scan/fingerprinting. If applicable, candidates may also need to pass a pre-employment medical exam, controlled substance and/or alcohol test, and possess any required licensure or certification prior to receiving a start date from the Department. Failure to meet these prerequisites will be grounds for withdrawal of your conditional offer of employment. QUESTIONS: For questions concerning this job announcement and the application process: Please visit https://www.governmentjobs.com/Home/ApplicationGuide for a comprehensive, step-by-step guide to the application process. For technical support between 6 AM - 5 PM PT, contact Live Applicant Support at (855) 524-5627. Visit the City of Sacramento Human Resources Department website at https://www.cityofsacramento.gov/HR/employment ; Send an email to employment@cityofsacramento.org ; or Call the Human Resources Department at (916) 808-5726 Bilingual Pay Did you know that the City offers bilingual pay? That's right, most labor agreements offer the option of providing employees with bilingual pay if the department deems it to be operationally necessary. Pension Reform Act The City of Sacramento is covered by the California Public Employees' Retirement System, and as such, must adhere to the California Public Employee's Pension Reform Act (PEPRA) of 2013. Please note that the provisions within this act may affect or impact an applicant's eligibility and/or selection for open vacancies at the City of Sacramento. Equal Opportunity Employer The City of Sacramento is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Additional Information Civil Service Rules: https://www.cityofsacramento.gov/content/dam/portal/hr/documentlibrary/CivilServiceBoardRules62012.pdf Union Contracts: https://www.cityofsacramento.gov/HR/labor-agreements.html Salary Schedule: https://www.cityofsacramento.gov/content/dam/portal/hr/documentlibrary/SalarySchedule.pdf Closing Date/Time: 10/9/2024 11:59 PM Pacific
Sep 19, 2024
Full Time
THE POSITION With supervisor approval, incumbents may be eligible for intermittent remote work; however, they must physically reside within the Sacramento region or have the ability to regularly report to a City of Sacramento physical worksite with little notice. The Department of Public Works, Facilities, and Real Property Management Division is seeking an Administrative Analyst to provide analytical support for the Division. Primary duties include managing the inventory of facility building and equipment assets from inception to disposal, maintaining square footage records and building usage, tracking energy consumption, overseeing the scheduling and management of preventive maintenance work orders, and handling performance measurements. IDEAL CANDIDATE STATEMENT The ideal candidate will possess strong analytical skills, proficiency in effective communication, expertise in asset inventory management, and an understanding of accounting and budgeting functions. The candidate will be able to maintain confidentiality and manage multiple competing priorities. This journey-level classification is populated with multiple incumbents. Incumbents may be assigned to perform either the entire range of support functions and administrative and technical duties for a division or department or a broad range of functional program management duties for programs with department or Citywide impact. Responsibilities require a complete knowledge of departmental policies, programmatic, or project operating policies and procedures. The Administrative Analyst may specialize in one program area or may have broader responsibility for multiple internal service functions. Incumbents may independently perform moderately complex professional or program management work and make independent decisions on routine activities; or may perform complex professional or program management work under closer direction and exercise less independent judgment and discretion. The Administrative Analyst is distinguished from the next higher-level class of Administrative Officer in that the latter is responsible for the administration and management of programs and projects or all centralized administrative services for a department or major division with high visibility and substantial Citywide impact. SUPERVISION RECEIVED AND EXERCISED General direction is provided by higher-level department or division administrative personnel. Responsibilities may include the indirect supervision of technical and clerical personnel. ESSENTIAL DUTIES AND RESPONSIBILITIES Performs professional analytical and technical work in the formulation and administration of department or division budgets, development, and management of grants and contracts, management of department level procurement, or coordination of personnel functions. Performs research and analysis in the development of program or project activities, including program compliance and eligibility, regulatory issues, and funding requirements. Compiles and analyzes data and makes recommendations on the formulation of policy, procedures, staffing, and organizational changes; conducts surveys and performs research and statistical analysis on administrative, fiscal, personnel, or operational problems. Compiles materials and assists in the preparation of program-related grants, budgets, reports, manuals, and publications; coordinates procurement activities and related support functions for a program or project. Analyzes information for preparation of grants, contracts, and agreements; assists in negotiating terms; implements, monitors, and prepares reports on conduct and performance; prepares statistical data and graphs. Performs research and prepares studies as required; conducts surveys, compiles and analyzes data and formulates program policies and procedures; monitors and evaluates program effectiveness and outcomes; prepares periodic or specialized reports of program activities. Participates and assists in the design, implementation, and installation of new and revised programs, systems, procedures, methods of operation, and forms. Coordinates and monitors the administrative functions of an assigned department; compiles materials and assists in the preparation of budgets, reports, manuals, and publications. Coordinates departmental activities and programs with other City departments and divisions, and with outside agencies; represents the assigned department in committee meetings; oversees contract service providers. Responds to complaints and requests for information; interprets and applies policies and procedures; adjudicates complaints. Makes complex program or project eligibility determinations; conducts focus groups; meets with community or business groups. Prepares oral reports; makes oral presentations to a variety of City and departmental committees. May train staff as assigned. Provides exceptional customer service to those contacted in the course of work. Other related duties may also be performed; not all duties listed are necessarily performed by each individual holding this classification. QUALIFICATIONS Knowledge of: Principles and practices of personnel administration. Principles and practices of organization and public administration. Principles and practices of program management, analysis, and coordination. Principles and practices of program performance measurement, systems analysis, and statistical measurement. Research techniques, methods, and procedures, and basic methods of statistical analysis. Principles, methods, and practices of municipal finance, budgeting, and accounting. Principles, methods, and practices of procurement, contracting, and grant writing. Methods of reporting information. Applicable Federal, State, and local laws and regulations. Skill in: Providing customer service, including dealing with people in sensitive situations and problem resolution. Making presentations and conducting meetings. Use of computers, computer applications, and software. Ability to: Interpret and apply rules, regulations, laws, ordinances, and policies. Communicate effectively, both orally and in writing. Administer assigned program responsibilities. Collect and analyze data and make sound recommendations. Review organizational and administrative problems; recommend and implement appropriate courses of action. Establish and maintain effective working relationships with employees, the general public, and others contacted in the course of work. Review and analyze organizational and administrative problems; recommend and implement effective courses of action. Interpret laws, rules, regulations, policies, and procedures and make appropriate decisions. Meet multiple deadlines. EXPERIENCE AND EDUCATION Experience: Two years of full-time paid or other equivalent experience performing as a para-professional as it relates to report writing, research, analysis, or technical support in the areas of administration, program management or system operations. And Education: A Bachelor's Degree from an accredited college or university with major coursework in public or business administration, economics, accounting, personnel, or a closely related field. Substitution of Education: An additional four years of full-time paid or other equivalent experience performing as a para-professional as it relates to report writing, research, analysis, or technical support in the areas of administration, program management, or system operations may substitute for the required education. PROOF OF EDUCATION Should education be used to qualify for this position, then proof of education such as, but not limited to, university/college transcripts and degrees should be submitted with your application and will be required at the time of appointment . Unofficial documents and/or copies are acceptable. An applicant with a college degree obtained outside the United States must have education records evaluated by a credentials evaluation service. Evaluation of education records will be due at time of appointment. SPECIAL QUALIFICATIONS Special Selection Criteria: Some positions in this classification may require additional knowledge and experience in the following: Auditing principles. Basic methods of statistical analysis. Procurement, contracting, or grant writing. Driver License: Possession of a valid California Class C Driver License may be required at the time of appointment. For positions where ability to drive is not an essential function, the employee must be able to arrange reliable and timely transportation whether through use of their private vehicle, use of government vehicle (when available) or through other private or public transportation for their attendance at essential off-site meetings, events, and trainings. Probationary Period: Employees must complete twelve (12) months of probation at a satisfactory performance level prior to gaining permanent status. THE SELECTION PROCEDURE P lease note, the City of Sacramento's preferred method of communication with applicants is via e-mail. As such, please ensure you verify the e-mail address on your application, and check your e-mail frequently , including your spam and junk folders. All e-mail notifications can also be accessed through the governmentjobs.com applicant inbox. 1. Application: (Pass/Fail) - All applicants must complete and submit online a City of Sacramento employment application by the final filing deadline ; Employment applications must be submitted online; paper applications will not be accepted. Employment applications will be considered incomplete and will be disqualified: If applicants do not list current and/or past job-related experience in the duties area of the "Work Experience" section. Note: Qualifying experience is based on full-time experience (40 hours per week). Qualifying experience is calculated to the full-time equivalent (pro-rated if less than 40 hours/week ). If "see resume" is noted in the "Work Experience" section; a resume will not substitute for the information required in the "Work Experience" section. Proof of education such as, but not limited to, university/college transcripts and degrees should be submitted online with your application. Proof of education will be required at time of appointment. Position/job titles will not be considered in determining eligibility for meeting the minimum qualifications for this position. If you’re requesting Veteran’s credit, a copy of your DD214 must be submitted online with your application or emailed to the Employment Office by the final filing deadline . Information regarding the use of Veteran’s credit can be found in the Civil Service Board rules under rule 4.9C. Applicants are responsible for attaching a copy of their DD214 to each position for which they apply. 2. Training and Experience Exam : (Weighted 100%) - The questions located at the end of the application are the Training and Experience (T&E) Exam. Responses to the T&E questions will be rated and scored. This exam will evaluate the relevance, level, and progression of a candidate's education, training and experience. The exam score will determine your ranking on the eligible list for this job. When completing the T&E questions, please note: Responses to the T&E questions must be submitted online; paper questionnaires will not be accepted. A resume will not substitute for the information required in the T&E questions. 3. Eligibility : Candidates who pass the Training and Experience Test will be placed on the eligible list. The hiring department may contact candidates for interview at any time during the life of the one-year list. Candidate’s eligibility expires one year from the date of notification of a passing score for the Administrative Analyst examination. 4. Screening Committee : (Pass/Fail)- All candidates that pass the examination and are in one of the top three ranks will have their application forwarded to the hiring department for review. The hiring department will select the most competitive applications for further consideration. Human Resources will only evaluate employment applications for the minimum qualifications, as stated on the job announcement, for applications selected by the hiring department. 5. Conditional Hire: Upon receipt of a conditional offer, the selected candidate must complete and pass Live Scan/fingerprinting. If applicable, candidates may also need to pass a pre-employment medical exam, controlled substance and/or alcohol test, and possess any required licensure or certification prior to receiving a start date from the Department. Failure to meet these prerequisites will be grounds for withdrawal of your conditional offer of employment. QUESTIONS: For questions concerning this job announcement and the application process: Please visit https://www.governmentjobs.com/Home/ApplicationGuide for a comprehensive, step-by-step guide to the application process. For technical support between 6 AM - 5 PM PT, contact Live Applicant Support at (855) 524-5627. Visit the City of Sacramento Human Resources Department website at https://www.cityofsacramento.gov/HR/employment ; Send an email to employment@cityofsacramento.org ; or Call the Human Resources Department at (916) 808-5726 Bilingual Pay Did you know that the City offers bilingual pay? That's right, most labor agreements offer the option of providing employees with bilingual pay if the department deems it to be operationally necessary. Pension Reform Act The City of Sacramento is covered by the California Public Employees' Retirement System, and as such, must adhere to the California Public Employee's Pension Reform Act (PEPRA) of 2013. Please note that the provisions within this act may affect or impact an applicant's eligibility and/or selection for open vacancies at the City of Sacramento. Equal Opportunity Employer The City of Sacramento is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Additional Information Civil Service Rules: https://www.cityofsacramento.gov/content/dam/portal/hr/documentlibrary/CivilServiceBoardRules62012.pdf Union Contracts: https://www.cityofsacramento.gov/HR/labor-agreements.html Salary Schedule: https://www.cityofsacramento.gov/content/dam/portal/hr/documentlibrary/SalarySchedule.pdf Closing Date/Time: 10/9/2024 11:59 PM Pacific
SAN BERNARDINO COUNTY, CA
San Bernardino, California, United States
The Job The County of San Bernardino seeks self-motivated and innovative individuals to perform complex professional administrative and analytical work in support of managerial functions throughout County departments. Fiscal/Budget Analysts perform, plan, and coordinate a variety of highly complex and responsible administrative, operational, research, and analytical duties to support fiscal operations and budgetary functions within their designated departments and make recommendations to managers. In addition to playing a key role in supporting budgetary and fiscal activities, depending on the assignment, they may also provide support and advice to managers in a variety of functional areas with department wide impact such as contracts administration, grants management, legislative analysis, facilities planning, and organizational, operational and staffing analysis. *Official Class Title: Staff Analyst II. Click here to review the official job description. The eligible list established by this recruitment will be used to fill current and future vacancies throughout the County as well as in the County Fire District and Special Districts. Applicants will be asked to indicate their availability and preference for referral to the different agencies in the Supplemental Questionnaire. The County Fire District and Special Districts are separate entities from the County of San Bernardino, and as such, compensation and benefits for their positions are set forth in a different compensation plan. Click here for a summary of benefits. For additional details, refer to the Non-Represented Employee Compensation Plan . CONDITIONS OF EMPLOYMENT Travel throughout the County is required. Employees will be required to make provisions for transportation and may be required to use personal vehicles (mileage reimbursement is available). At the time of hire, a valid California Class C driver license and proof of automobile liability insurance must be produced for the individual providing the transportation. Background: Candidates selected for this position must pass a background investigation and medical examination including drug screening; candidates selected for law enforcement departments, public safety positions, or positions where legally required, must pass a more stringent background check. Sponsorship: San Bernardino County is not able to consider candidates who will require visa sponsorship at the time of application or in the future. Minimum Requirements These positions require both education and experience; to advance in the process applicants must meet one of the three options for Experience and one of the two options for Education: REQUIRED EXPERIENCE (must meet one of the following options) : Option 1 Must possess eighteen (18) months of full-time equivalent professional level administrative experience performing analytical duties as the primary job function in the areas of budget/fiscal management, financial analysis and/or accounting. Option 2 Must possess two (2) years of full-time equivalent professional level administrative experience performing analytical duties as a primary job function in a combination of areas that include: budget/fiscal management, financial analysis and/or accounting; contracts, bid/proposal, or grant management; special projects coordination; facilities and capital improvement planning; data/ statistical analysis and reporting; and/or organizational/staffing analysis or personnel management. Option 3 Must possess two (2) years of experience as a Staff Analyst II Trainee in San Bernardino County. REQUIRED EDUCATION (must meet one of the following options) : Option 1 Bachelor's degree in public/business administration, behavioral/social science, accounting/finance or other relevant field of study. Option 2 Associate’s degree in public/business administration, behavioral/social science, accounting/finance or other relevant field of study AND two (2) years of experience* supporting management or professional level administrative services staff in any of the following areas: budget preparation/monitoring, fiscal/accounting functions; contracts, bid/proposal, or grant management; research and analytical studies; organizational studies; data/ statistical analysis and reporting; organizational/operational/staffing analysis; and/or personnel management. * The 2 years of experience used to qualify under Education Option 2 will be treated as a substitution for the Bachelor’s degree and will not count towards any of the three options under the Required Experience. Important Notes Regarding Qualifying Education and Experience: Qualifying degrees or coursework must be completed at a college or university accredited by any accrediting association recognized by the United States Department of Education. Degrees or coursework completed outside the U.S. must be accompanied with an evaluation report from a reputable credential evaluation service showing equivalency to degrees or coursework completed at a college or university accredited by any accrediting association recognized by the United States Department of Education. (Must be attached if applicable.) Click here for more information on evaluation services. General office/clerical, retail sales, eligibility worker, employment services, child support services and other similar experience is not considered qualifying. Desired Qualifications Ideal candidates will be self-motivated individuals and collaborative team players with the ability to perform complex, sensitive, and detailed administrative and analytical work involving the use of independent judgment and personal initiative to make decisions, develop solutions, and meet deadlines. Essential knowledge, skills and abilities include: Knowledge and understanding of principles and practices of public administration as applied to fiscal procedures and budget preparation and administration Ability to conduct in-depth research, analyze and interpret a wide variety of complex data and information, identify options, and make viable recommendations Ability to communicate clearly, concisely and effectively, both orally and in writing Excellent writing skills with the ability to prepare clear and accurate administrative reports Familiarity with or ability to learn and understand principles and practices relevant to contracts, grants and bid/proposal management, project management, facilities and capital improvement planning, data science/statistical analysis, and/or organizational/staffing analysis or personnel management. Proficient with enterprise financial management systems such as SAP. Selection Process Examination Procedure : There will be a competitive evaluation of qualifications based on a review of the Application and Supplemental Questionnaire; therefore, it is to your advantage to provide as much relevant and detailed work experience as possible , as resumes will not be reviewed in lieu of the application materials. Application Procedure : (NOTE: There is a six (6) month waiting period to re-apply for the same job classification (title and level)). Complete and submit the online employment application and supplemental questionnaire as soon as possible as this recruitment may close at any time . To ensure timely and successful submission of your online application, please allow ample time to complete and submit your application before the posted filing deadline. Applicants will be automatically logged-out if they have not submitted the application and all required materials prior to the posted deadline. Once your application has been successfully submitted, you will receive an onscreen confirmation and an email. We recommend that you save and/or print these for your records. Please note, if you do not receive an onscreen confirmation and an email acknowledging our receipt of your application, we have not received your application. If you require technical assistance , please click HERE to review the Government Jobs online application guide or contact their Toll-Free Applicant Support line at (855) 524-5627. Please note that Human Resources is not responsible for any issues or delays caused by the internet connection, computer or browser used to submit the application. EEO/ADA: San Bernardino County is an Equal Employment Opportunity (EEO) and Americans with Disabilities Act (ADA) compliant employer, committed to providing equal employment opportunity to all employees and applicants. ADA Accommodation: If you have a disability and require accommodations in the testing process, submit the Special Testing Accommodations Request Form within one week of a recruitment filing deadline. Veterans’ Preference: Eligible veterans and their spouse or widow(er) who are not current County employees may be awarded additional Veterans’ Preference points. Click here for information and instructions to request Veteran's Preference points. For important information on employment processes and submitting job applications, see links below: Guide to Completing a County Job Application Applicant Information and the County Employment Process Administrative Services Unit The County of San Bernardino offers a range of benefit programs for employees and their eligible dependents. These include health, dental, vision, and life insurance, as well as a variety of voluntary benefits. Programs and benefit amounts vary and are based on bargaining unit, family size, hire date, plan selection, and number of hours worked. For a summary of benefits, please click here . Refer to the appropriate MOU, contact the County's Employee Benefits and Services Division at (909) 387-5787 or visit the Benefits website for more detailed information at hr.sbcounty.gov/employee-benefits/ . Closing Date/Time: Continuous
Jul 14, 2024
Full Time
The Job The County of San Bernardino seeks self-motivated and innovative individuals to perform complex professional administrative and analytical work in support of managerial functions throughout County departments. Fiscal/Budget Analysts perform, plan, and coordinate a variety of highly complex and responsible administrative, operational, research, and analytical duties to support fiscal operations and budgetary functions within their designated departments and make recommendations to managers. In addition to playing a key role in supporting budgetary and fiscal activities, depending on the assignment, they may also provide support and advice to managers in a variety of functional areas with department wide impact such as contracts administration, grants management, legislative analysis, facilities planning, and organizational, operational and staffing analysis. *Official Class Title: Staff Analyst II. Click here to review the official job description. The eligible list established by this recruitment will be used to fill current and future vacancies throughout the County as well as in the County Fire District and Special Districts. Applicants will be asked to indicate their availability and preference for referral to the different agencies in the Supplemental Questionnaire. The County Fire District and Special Districts are separate entities from the County of San Bernardino, and as such, compensation and benefits for their positions are set forth in a different compensation plan. Click here for a summary of benefits. For additional details, refer to the Non-Represented Employee Compensation Plan . CONDITIONS OF EMPLOYMENT Travel throughout the County is required. Employees will be required to make provisions for transportation and may be required to use personal vehicles (mileage reimbursement is available). At the time of hire, a valid California Class C driver license and proof of automobile liability insurance must be produced for the individual providing the transportation. Background: Candidates selected for this position must pass a background investigation and medical examination including drug screening; candidates selected for law enforcement departments, public safety positions, or positions where legally required, must pass a more stringent background check. Sponsorship: San Bernardino County is not able to consider candidates who will require visa sponsorship at the time of application or in the future. Minimum Requirements These positions require both education and experience; to advance in the process applicants must meet one of the three options for Experience and one of the two options for Education: REQUIRED EXPERIENCE (must meet one of the following options) : Option 1 Must possess eighteen (18) months of full-time equivalent professional level administrative experience performing analytical duties as the primary job function in the areas of budget/fiscal management, financial analysis and/or accounting. Option 2 Must possess two (2) years of full-time equivalent professional level administrative experience performing analytical duties as a primary job function in a combination of areas that include: budget/fiscal management, financial analysis and/or accounting; contracts, bid/proposal, or grant management; special projects coordination; facilities and capital improvement planning; data/ statistical analysis and reporting; and/or organizational/staffing analysis or personnel management. Option 3 Must possess two (2) years of experience as a Staff Analyst II Trainee in San Bernardino County. REQUIRED EDUCATION (must meet one of the following options) : Option 1 Bachelor's degree in public/business administration, behavioral/social science, accounting/finance or other relevant field of study. Option 2 Associate’s degree in public/business administration, behavioral/social science, accounting/finance or other relevant field of study AND two (2) years of experience* supporting management or professional level administrative services staff in any of the following areas: budget preparation/monitoring, fiscal/accounting functions; contracts, bid/proposal, or grant management; research and analytical studies; organizational studies; data/ statistical analysis and reporting; organizational/operational/staffing analysis; and/or personnel management. * The 2 years of experience used to qualify under Education Option 2 will be treated as a substitution for the Bachelor’s degree and will not count towards any of the three options under the Required Experience. Important Notes Regarding Qualifying Education and Experience: Qualifying degrees or coursework must be completed at a college or university accredited by any accrediting association recognized by the United States Department of Education. Degrees or coursework completed outside the U.S. must be accompanied with an evaluation report from a reputable credential evaluation service showing equivalency to degrees or coursework completed at a college or university accredited by any accrediting association recognized by the United States Department of Education. (Must be attached if applicable.) Click here for more information on evaluation services. General office/clerical, retail sales, eligibility worker, employment services, child support services and other similar experience is not considered qualifying. Desired Qualifications Ideal candidates will be self-motivated individuals and collaborative team players with the ability to perform complex, sensitive, and detailed administrative and analytical work involving the use of independent judgment and personal initiative to make decisions, develop solutions, and meet deadlines. Essential knowledge, skills and abilities include: Knowledge and understanding of principles and practices of public administration as applied to fiscal procedures and budget preparation and administration Ability to conduct in-depth research, analyze and interpret a wide variety of complex data and information, identify options, and make viable recommendations Ability to communicate clearly, concisely and effectively, both orally and in writing Excellent writing skills with the ability to prepare clear and accurate administrative reports Familiarity with or ability to learn and understand principles and practices relevant to contracts, grants and bid/proposal management, project management, facilities and capital improvement planning, data science/statistical analysis, and/or organizational/staffing analysis or personnel management. Proficient with enterprise financial management systems such as SAP. Selection Process Examination Procedure : There will be a competitive evaluation of qualifications based on a review of the Application and Supplemental Questionnaire; therefore, it is to your advantage to provide as much relevant and detailed work experience as possible , as resumes will not be reviewed in lieu of the application materials. Application Procedure : (NOTE: There is a six (6) month waiting period to re-apply for the same job classification (title and level)). Complete and submit the online employment application and supplemental questionnaire as soon as possible as this recruitment may close at any time . To ensure timely and successful submission of your online application, please allow ample time to complete and submit your application before the posted filing deadline. Applicants will be automatically logged-out if they have not submitted the application and all required materials prior to the posted deadline. Once your application has been successfully submitted, you will receive an onscreen confirmation and an email. We recommend that you save and/or print these for your records. Please note, if you do not receive an onscreen confirmation and an email acknowledging our receipt of your application, we have not received your application. If you require technical assistance , please click HERE to review the Government Jobs online application guide or contact their Toll-Free Applicant Support line at (855) 524-5627. Please note that Human Resources is not responsible for any issues or delays caused by the internet connection, computer or browser used to submit the application. EEO/ADA: San Bernardino County is an Equal Employment Opportunity (EEO) and Americans with Disabilities Act (ADA) compliant employer, committed to providing equal employment opportunity to all employees and applicants. ADA Accommodation: If you have a disability and require accommodations in the testing process, submit the Special Testing Accommodations Request Form within one week of a recruitment filing deadline. Veterans’ Preference: Eligible veterans and their spouse or widow(er) who are not current County employees may be awarded additional Veterans’ Preference points. Click here for information and instructions to request Veteran's Preference points. For important information on employment processes and submitting job applications, see links below: Guide to Completing a County Job Application Applicant Information and the County Employment Process Administrative Services Unit The County of San Bernardino offers a range of benefit programs for employees and their eligible dependents. These include health, dental, vision, and life insurance, as well as a variety of voluntary benefits. Programs and benefit amounts vary and are based on bargaining unit, family size, hire date, plan selection, and number of hours worked. For a summary of benefits, please click here . Refer to the appropriate MOU, contact the County's Employee Benefits and Services Division at (909) 387-5787 or visit the Benefits website for more detailed information at hr.sbcounty.gov/employee-benefits/ . Closing Date/Time: Continuous
STATE BAR OF CALIFORNIA
Los Angeles, CA, United States
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA Exempt / Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate The State Bar of California seeks a full-time Financial Analyst to join its access to justice and diversity and inclusion team. This position is part of the team responsible for the fiscal compliance and oversight of the distributed grant funds. Responsibilities include analyzing grantee budgets, budget revisions and other requests, conducting grantee monitoring visits, supporting IOLTA bank compliance, supporting the year-end financial audit processes, project management of timesheet administration, and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The successful candidate will be an excellent communicator with attention to detail and precise analytical skills. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Prior grant administration experience is preferred. Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and year-to-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs 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. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. License, Certificate, Registration Requirements: None required. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Jul 14, 2024
Full Time
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA Exempt / Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate The State Bar of California seeks a full-time Financial Analyst to join its access to justice and diversity and inclusion team. This position is part of the team responsible for the fiscal compliance and oversight of the distributed grant funds. Responsibilities include analyzing grantee budgets, budget revisions and other requests, conducting grantee monitoring visits, supporting IOLTA bank compliance, supporting the year-end financial audit processes, project management of timesheet administration, and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The successful candidate will be an excellent communicator with attention to detail and precise analytical skills. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Prior grant administration experience is preferred. Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and year-to-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs 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. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. License, Certificate, Registration Requirements: None required. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
STATE BAR OF CALIFORNIA
San Francisco, CA, United States
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA Exempt / Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate The State Bar of California seeks a full-time Financial Analyst to join its access to justice and diversity and inclusion team. This position is part of the team responsible for the fiscal compliance and oversight of the distributed grant funds. Responsibilities include analyzing grantee budgets, budget revisions and other requests, conducting grantee monitoring visits, supporting IOLTA bank compliance, supporting the year-end financial audit processes, project management of timesheet administration, and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The successful candidate will be an excellent communicator with attention to detail and precise analytical skills. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Prior grant administration experience is preferred. Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and year-to-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs 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. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. License, Certificate, Registration Requirements: None required. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Jul 14, 2024
Full Time
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA Exempt / Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate The State Bar of California seeks a full-time Financial Analyst to join its access to justice and diversity and inclusion team. This position is part of the team responsible for the fiscal compliance and oversight of the distributed grant funds. Responsibilities include analyzing grantee budgets, budget revisions and other requests, conducting grantee monitoring visits, supporting IOLTA bank compliance, supporting the year-end financial audit processes, project management of timesheet administration, and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The successful candidate will be an excellent communicator with attention to detail and precise analytical skills. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Prior grant administration experience is preferred. Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and year-to-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs 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. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. License, Certificate, Registration Requirements: None required. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.