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 E (Senior Financial Analyst) Annual Salary Range $ 112,048.72 (Minimum) - $ 145,662.97 (Maximum) The negotiable salary offer will be between $112,048.72 - $135.312.13 /annually commensurate with experience and education. AFSCME Pay Band G (Principal Financial Analyst) 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 of Capital Financial Planning Current Assignment The San Francisco Bay Area Rapid Transit District (BART) is recruiting to fill two vacant Principal or Senior Capital Planning Analyst (Financial Analyst) positions (distinction will be made based on skills and work experience of the applicants). The selected incumbent applicants will be responsible for developing the District’s more than $25 billion Capital Investment Plan, including internal coordination to collect and validate capital needs and fund source data, model development to optimize data analysis and forecasting, data representation and drafting of related narratives and presentations; preparing and managing multimillion- and multibillion-dollar capital project funding plans; preparing capital plan reports; performing ad-hoc analyses to support District capital funding strategy; and managing relationships with internal and external partners. Other assignments may include supporting District-wide initiatives and other related projects. Key responsibilities for these positions include identifying and resolving complex financial funding and analytical issues, which require strong execution and analytical critical thinking abilities such as: - Working independently and defining workload, deliverables and schedule. - Balancing multiple and sometimes conflicting priorities and stakeholders. - Using critical thinking and analytical capabilities to build data models, perform data analysis, and draw insights to support District decision-making. -Taking initiative, including developing and supporting process improvements. - Identifying and understanding issues, problems and opportunities; and devising appropriate solutions. - Building and maintaining relationships with internal BART departments and with external agencies. - Interpreting and implementing funding agreements with other agencies; and preparing concise and clear communications, including reports. In 2022, BART celebrated 50 years of operating a heavy-rail transit system serving the San Francisco Bay Area. The transit backbone of the region, BART carries half of the region’s miles traveled on transit along more than 130 miles of track and through 50 stations across five counties. BART connects to 18 other transit operators, including the Capital Corridor, and represents almost 90% of all transit transfers. BART’s capital program focuses on sustaining the reliability, safety and resilience of the system’s existing assets, while also investing in improvements to enhance the customer experience and stimulate ridership, such as those that support transit-oriented development. The Senior or Principal Capital Planning Analyst in the Capital Financial Planning division serves an important role in helping the Board and senior executives to understand the scope and scale of BART’s current and forecast capital program, to facilitate data-driven prioritization of planned capital investments and to support the development of a coherent capital program funding strategy. In the current financial landscape, BART is faced with many financial challenges and pressures, including projected operating revenue deficits and construction material and labor cost escalation. If you love solving problems, enjoy strategic and critical thinking, and are adept at stakeholder engagement - it’s a particularly exciting time to work for BART! BART offers remote work opportunities, competitive compensation including great benefits, and a dynamic work environment. Selection Process Initial screening of applications will begin in May 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. Examples of Duties Principal Financial Analyst 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. Senior Financial Analyst: Participates in the more difficult work of staff responsible for complex financial, statistical, and program management analysis in assigned division area. Participates in the preparation, administration, and monitoring of District-wide budgets; compiles and analyzes budget data; monitors funding agreements and maintains budget schedules to assure conformance with funding agencies; ensures maintenance of expenditure records which conform to funding agency and District reporting requirements. 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; analyzes funding and cost data for management inquiries regarding work plans, consultants, and contract authority. Monitors and administers construction or funding agreement contracts in accordance with District and mandated guidelines; compiles actual costs by project; performs financial, statistical and comparative analysis of actual and budget costs. Identifies funding sources for proposed projects; projects cash flow requirements; maintains budgetary records for proposed projects. Provides support to project managers in setting budgets, schedules and estimates; tracks progress on projects versus original budgets and schedules; works closely with project staff and consultants to ensure project compliance. Develops and recommends improvements to computerized financial management system. Coordinates project activities with other departments, divisions and external agencies; works closely with other divisions to apply for and monitor the use of fund grants from city, county, state, and federal sources; monitors work in progress and authorizes contract payments. Conducts financial and management studies to evaluate system performance and operating efficiencies; presents studies to communicate findings and recommendations to senior management and the Board of Directors. May train assigned employees in their areas of work including budgeting and financial analysis methods, procedures and techniques. Prepares quarterly, semi-annual, and special analytical and statistical reports on operations and activities for management, regulatory and outside agencies. Reviews invoices; determines budget conformity; reports discrepancies and billing adjustments. Prepares the Annual Budget and the 5-Year forecast for each capital project and program assigned; involves budgeting for staffing requirements and coordinating with various departments who support the projects; includes budgeting for non-labor expenses for the budget year and for the out years. Participates in special projects as assigned. Minimum Qualifications Principal Financial Analyst: 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. Senior Financial Analyst: Education : A bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Three (3) 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 Principal Financial Analyst: 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 Senior Financial Analyst: Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of lead supervision and training. Principles of financial and operational analysis. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project management. Principles and practices of engineering and construction management. Advanced principles, practices, and procedures of accounting. Financial, statistical and comparative analysis principles, techniques and formulas. Principles and practices of project budget development, administration and control. Principles and practices of procurement. Methods and techniques for assessing performance against established objectives. Principles and practices of project scheduling. Principles and practices of financial record keeping and reporting. 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 statistical analyses. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of assigned staff. Monitoring and reporting budget variances. Analyzing problems, identifying alternative solutions and implementing recommendations. Identifying funding sources for proposed and current projects. Creating timely purchase requisitions and disbursements of purchase orders. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing technical documents, proposals, 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: 7/31/2024 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 E (Senior Financial Analyst) Annual Salary Range $ 112,048.72 (Minimum) - $ 145,662.97 (Maximum) The negotiable salary offer will be between $112,048.72 - $135.312.13 /annually commensurate with experience and education. AFSCME Pay Band G (Principal Financial Analyst) 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 of Capital Financial Planning Current Assignment The San Francisco Bay Area Rapid Transit District (BART) is recruiting to fill two vacant Principal or Senior Capital Planning Analyst (Financial Analyst) positions (distinction will be made based on skills and work experience of the applicants). The selected incumbent applicants will be responsible for developing the District’s more than $25 billion Capital Investment Plan, including internal coordination to collect and validate capital needs and fund source data, model development to optimize data analysis and forecasting, data representation and drafting of related narratives and presentations; preparing and managing multimillion- and multibillion-dollar capital project funding plans; preparing capital plan reports; performing ad-hoc analyses to support District capital funding strategy; and managing relationships with internal and external partners. Other assignments may include supporting District-wide initiatives and other related projects. Key responsibilities for these positions include identifying and resolving complex financial funding and analytical issues, which require strong execution and analytical critical thinking abilities such as: - Working independently and defining workload, deliverables and schedule. - Balancing multiple and sometimes conflicting priorities and stakeholders. - Using critical thinking and analytical capabilities to build data models, perform data analysis, and draw insights to support District decision-making. -Taking initiative, including developing and supporting process improvements. - Identifying and understanding issues, problems and opportunities; and devising appropriate solutions. - Building and maintaining relationships with internal BART departments and with external agencies. - Interpreting and implementing funding agreements with other agencies; and preparing concise and clear communications, including reports. In 2022, BART celebrated 50 years of operating a heavy-rail transit system serving the San Francisco Bay Area. The transit backbone of the region, BART carries half of the region’s miles traveled on transit along more than 130 miles of track and through 50 stations across five counties. BART connects to 18 other transit operators, including the Capital Corridor, and represents almost 90% of all transit transfers. BART’s capital program focuses on sustaining the reliability, safety and resilience of the system’s existing assets, while also investing in improvements to enhance the customer experience and stimulate ridership, such as those that support transit-oriented development. The Senior or Principal Capital Planning Analyst in the Capital Financial Planning division serves an important role in helping the Board and senior executives to understand the scope and scale of BART’s current and forecast capital program, to facilitate data-driven prioritization of planned capital investments and to support the development of a coherent capital program funding strategy. In the current financial landscape, BART is faced with many financial challenges and pressures, including projected operating revenue deficits and construction material and labor cost escalation. If you love solving problems, enjoy strategic and critical thinking, and are adept at stakeholder engagement - it’s a particularly exciting time to work for BART! BART offers remote work opportunities, competitive compensation including great benefits, and a dynamic work environment. Selection Process Initial screening of applications will begin in May 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. Examples of Duties Principal Financial Analyst 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. Senior Financial Analyst: Participates in the more difficult work of staff responsible for complex financial, statistical, and program management analysis in assigned division area. Participates in the preparation, administration, and monitoring of District-wide budgets; compiles and analyzes budget data; monitors funding agreements and maintains budget schedules to assure conformance with funding agencies; ensures maintenance of expenditure records which conform to funding agency and District reporting requirements. 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; analyzes funding and cost data for management inquiries regarding work plans, consultants, and contract authority. Monitors and administers construction or funding agreement contracts in accordance with District and mandated guidelines; compiles actual costs by project; performs financial, statistical and comparative analysis of actual and budget costs. Identifies funding sources for proposed projects; projects cash flow requirements; maintains budgetary records for proposed projects. Provides support to project managers in setting budgets, schedules and estimates; tracks progress on projects versus original budgets and schedules; works closely with project staff and consultants to ensure project compliance. Develops and recommends improvements to computerized financial management system. Coordinates project activities with other departments, divisions and external agencies; works closely with other divisions to apply for and monitor the use of fund grants from city, county, state, and federal sources; monitors work in progress and authorizes contract payments. Conducts financial and management studies to evaluate system performance and operating efficiencies; presents studies to communicate findings and recommendations to senior management and the Board of Directors. May train assigned employees in their areas of work including budgeting and financial analysis methods, procedures and techniques. Prepares quarterly, semi-annual, and special analytical and statistical reports on operations and activities for management, regulatory and outside agencies. Reviews invoices; determines budget conformity; reports discrepancies and billing adjustments. Prepares the Annual Budget and the 5-Year forecast for each capital project and program assigned; involves budgeting for staffing requirements and coordinating with various departments who support the projects; includes budgeting for non-labor expenses for the budget year and for the out years. Participates in special projects as assigned. Minimum Qualifications Principal Financial Analyst: 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. Senior Financial Analyst: Education : A bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Three (3) 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 Principal Financial Analyst: 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 Senior Financial Analyst: Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of lead supervision and training. Principles of financial and operational analysis. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project management. Principles and practices of engineering and construction management. Advanced principles, practices, and procedures of accounting. Financial, statistical and comparative analysis principles, techniques and formulas. Principles and practices of project budget development, administration and control. Principles and practices of procurement. Methods and techniques for assessing performance against established objectives. Principles and practices of project scheduling. Principles and practices of financial record keeping and reporting. 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 statistical analyses. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of assigned staff. Monitoring and reporting budget variances. Analyzing problems, identifying alternative solutions and implementing recommendations. Identifying funding sources for proposed and current projects. Creating timely purchase requisitions and disbursements of purchase orders. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing technical documents, proposals, 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: 7/31/2024 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 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
Cal State University (CSU) Humboldt
1 Harpst Street, Arcata, CA 95521, USA
Capital Projects Financial Analyst University Budget Office Job #517452 First Review Date: Friday, October 20, 2023 Open Until Filled At Cal Poly Humboldt, bold hearts and open minds shape the future. Founded in 1913, Cal Poly Humboldt began as a small college for teachers. Today Humboldt has grown into a comprehensive university with rigorous science and liberal arts programs. Designated a polytechnic in 2022, Cal Poly Humboldt provides hands-on, impactful educational opportunities that lead to meaningful, measurable outcomes for the individual, for the state, and the world. Cal Poly Humboldt is proud to have nearly 6,000 students of all backgrounds spread across 61 majors, 13 graduate programs, and 4 credential programs - all of whom contribute passion and creativity within their fields and set the stage for a future grounded in equity and sustainability. Hands-on learning, inspired teaching, ground-breaking research, and thought-provoking creative activity happen daily at Humboldt. Cal Poly Humboldt is a Hispanic-Serving Institution that strives to foster an inclusive and equitable community to support our students of diverse backgrounds. We are committed to achieving the goals of equal opportunity and endeavors to employ faculty and staff of the highest quality committed to working in a multicultural and multiracial community that reflects the diversity of the state. Finding a better future is a task for the bold and open, the down-to-earth and visionary. Cal Poly Humboldt strives to cultivate these qualities in leaders, innovators, and scholars in every field. Job #517452) Administrative Analyst / Specialist III-E, Capital Projects Analyst, Salary Range: $6,322 - $12,285 monthly. This is a full-time benefited, exempt, 12-month pay plan permanent position with a one-year probationary period in University Budget Office. This position comes with a premium benefits package that includes outstanding vacation, medical, dental, and vision plans, life insurance, voluntary pre-tax health and dependent care reimbursement accounts, a fee waiver education program, membership in the California Public Employees Retirement System (PERS), and 14 paid holidays per year. Additional benefits information can be found at http://www.calstate.edu/HRAdm/policies/mpp.shtml . Position Summary: Reporting to the Executive Director of Finance & Budget and in close collaboration with Facilities Management and colleagues across the campus, the Capital Projects Financial Analyst is responsible for planning, developing, leading, and administering highly complex and specialized financial planning and analysis activities associated with Cal Poly Humboldt’s robust capital projects portfolio. This position resides within the University Budget Office but is a uniquely strategic and collaborative role, working closely with Facilities Management and Accounting, to create synergy and streamline the capital projects financial planning and oversight process. Projects and duties assigned have broad campus and potentially, systemwide impact. With the recent infusion of $433 million from the State of California for capital projects to support Cal Poly Humboldt’s transition to a polytechnic institution, on top of an already robust project portfolio, the Capital Projects Financial Analyst serves a critical role in helping ensure Cal Poly Humboldt successfully delivers a truly transformational portfolio of housing and academic projects in the years to come. Key Responsibilities: Lead the development of complex multi-year financial pro formas to estimate financial performance and project feasibility Lead the preparation of budget projections and oversee implementation of approved capital project budgets Responsible for strategic cash flow analysis to ensure the University has sufficient cash flows for the project portfolio from multiple allocation sources with different spending requirements Provide project budgetary oversight and coordination of project financial activities, including administrative oversight of highly complex project budgets to properly account, document, and report in order to meet the requirements of the California State University, Chancellor's Office and other regulatory agencies Manage highly complex project funding structures, including expertise of chartfields, applicable policies and regulations, and capital financing methodologies Deliver project tracking and reporting to various constituent groups on campus and at a system level; responsible for project budget analysis in identifying budget forecast to completion and troubleshooting budget issues across multiple projects Serve as a key contact and expert for campus capital project financial activities and financing considerations Serve as liaison with California State University, Office of the Chancellor, Capital Planning Design and Construction (CSUCO-CPDC) as well as Financing and Treasury (CSUCO-F&T) and the Humboldt Facilities Management Planning, Design & Construction Unit (PD&C) Responsible for strategic budget analysis in identifying achievable scopes of work resulting in a project portfolio for recommendation to the Facilities Planning, Design & Construction Director for inclusion in the five-year capital program Responsible for managing project budgets in close collaboration with Facilities Management, including tracking costs and billings, validating chartfields, and preparing monthly and quarterly reports and reconciliations Ensures financial reports as required by the Chancellor's Office are completed, reviewed and approved and then filed in a timely manner Responsible for the coordination for all financial milestones and activities within the established project process; lead innovation and process improvement efforts through involvement in continual improvement evaluation sessions Manages the financial closeout of all projects ensuring final reports are available for review and approval of the Campus Construction Administrator prior to closeout Actively participate in Facilities Management activities related to capital projects including team meetings, planning, informing strategic positions, and day to day operations and project management Other Duties as Assigned Knowledge, Skills, and Abilities Associated with this Position Include: Thorough knowledge of and ability to apply extensive expertise to financial, budget, and account management functions Expertise in and advanced knowledge of principles, problems, and methods of public administration and fiscal management, including principles of capital planning and financing Expertise in conducting highly complex data analysis using statistical and research methods, and ability to leverage critical thinking to evaluate and interpret results, develop sound conclusions, and recommend new or revised policies from a strategic and operational perspective Extensive and in-depth knowledge of and ability to apply expertise in the advanced theories, principles, methods and practices associated with capital projects financial activities, including applicable internal policies and procedures and pertinent laws and regulations Advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial/database systems and/or other types of budgeting, reporting, and financial management systems Ability to understand problems from a broad, interactive perspective and discern applicable underlying principles to conceive of and develop innovative and strategic solutions Extensive and in-depth knowledge in project management including research and analytical methodologies; ability to interpret and integrate complex data and information to formulate appropriate courses of action which have broad and far reaching impact Ability to understand and analyze complex problems from a future-oriented and broad interactive perspective and readily develop proactive solutions that integrate strategic goals into tactical operations. Knowledge of or ability to learn quickly the financial structure and financial procedures of the CSU Ability to work with representatives from public and private entities to handle potentially sensitive situations; demonstrated consultative skills in working with internal and external constituent groups Possess excellent oral and written communication skills, including the ability to effectively present complex analysis in a clear, concise and professional manner Ability to effectively communicate with and influence high-level and diverse contacts inside and outside of the CSU system Ability to effectively use all communication methods and formats and to use expertise, as well as persuasion and negotiation skills, to build consensus to achieve short- and long-term goals and objectives Ability to work both independently and in a close knit team environment Experience building and sustaining collaborative working relationships with a variety of individuals from diverse backgrounds An understanding of the dynamics of diversity and equity in higher education and a demonstrated ability to incorporate this understanding, as appropriate, in all levels of work Ability to operationalize sustainability concepts (economy, society, environment) into all aspects of performing job duties Minimum Qualifications: Entry to this classification requires general knowledge and skills in the applicable administrative and/or program field with a foundational knowledge of public administration principles, practices, and methods. This foundation would normally be obtained through a bachelor's degree and/or equivalent training and administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs. Preferred Qualifications: Experience: Equivalent to five years of progressively responsible administrative and analytical work in support of a highly complex organization or projects. Education: Bachelor’s degree and/or equivalent training and administrative work experience involving planning, coordinating and successfully implementing projects and strategic initiatives as well as developing and implementing complex policies, regulations, and procedures Institution/enterprise level budget, capital or financial experience at a university, or public agency; General understanding of State of California and California State University capital budgeting and financial practices; Experience with Oracle/PeopleSoft administrative systems, enterprise tracking/reporting systems, and web-based reporting and planning solutions. Working knowledge of project management, including public works and California public contracting regulations. Application Procedure: To apply, qualified candidates must electronically submit the following materials by clicking the Apply Now button: Letter of Interest Resume or Curriculum Vitae Contact information for at least three professional references Application Deadline: The deadline to submit application materials for first review is 11:55 p.m. on Friday, October 20, 2023. Open until filled. Any inquiries about this recruitment can be directed to careers@humboldt.edu or Cal Poly Humboldt’s Human Resources Office at (707) 826-3626. We acknowledge that Cal Poly Humboldt is located on the unceded lands of the Wiyot people, where they have resided from time immemorial. We encourage all to gain a deeper understanding of their history and thriving culture. As an expression of our gratitude we are genuinely committed to developing trusting, reciprocal, and long lasting partnerships with the Wiyot people as well as all of our neighboring tribes. Cal Poly Humboldt was the first campus in the California State University system to offer a stand-alone major in Native American Studies. Cal Poly Humboldt is committed to enriching its educational environment and its culture through the diversity of its staff, faculty, and administration. Persons with interest and experience in helping organizations set and achieve goals relative to diversity and inclusion are especially encouraged to apply. Working in the state of California is a condition of employment for this position. Even if part or all of an employee's assignment can be performed remotely, the employee must maintain a permanent residence in the state of California. The employee must be able to accept on-campus work assignment, as assigned, and come to campus when needed. CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measure established by each campus. The systemwide policy can be found at CSU Vaccination Policy and any questions you have may be submitted to hr@humboldt.edu . Cal Poly Humboldt hires only individuals lawfully authorized to work in the United States. This position may be considered a “Campus Security Authority”, pursuant to the Clery Act, and is required to comply with the requirements set forth in CSU Executive Order 1107 a condition of employment. CAL POLY HUMBOLDT IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS (e.g. H1-B VISAS) Evidence of required degree(s), certification(s), or license(s) is required prior to the appointment date. Satisfactory completion of a background check (including a criminal records check, employment verification, and education verification) is required for employment. Cal Poly Humboldt will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or if it is discovered that the candidate knowingly withheld or falsified information. Certain positions may also require a credit check, motor vehicle report, and/or fingerprinting through Live Scan service. Failure to satisfactorily complete or adverse findings from a background check may affect the employment status of candidates or continued employment of current CSU employees who are being considered for the position. Cal Poly Humboldt is committed to achieving the goals of equal opportunity and endeavors to employ faculty and staff of the highest quality reflecting the ethnic and cultural diversity of the state. Additional information about Cal Poly Humboldt can be found at www.humboldt.edu. Cal Poly Humboldt is a Title IX/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, protected veteran status, or any other legally protected status. Mandated Reporting: 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. Additionally, all CSU staff and faculty receive training annually on their obligations in responding to and reporting incidents of sexual harassment and sexual violence. You will be notified by email when you are required to take this mandated training. Class Code: 1038 Publication Date: October 5, 2023 Advertised: Oct 05 2023 Pacific Daylight Time Applications close: Closing Date/Time:
Jul 14, 2024
Capital Projects Financial Analyst University Budget Office Job #517452 First Review Date: Friday, October 20, 2023 Open Until Filled At Cal Poly Humboldt, bold hearts and open minds shape the future. Founded in 1913, Cal Poly Humboldt began as a small college for teachers. Today Humboldt has grown into a comprehensive university with rigorous science and liberal arts programs. Designated a polytechnic in 2022, Cal Poly Humboldt provides hands-on, impactful educational opportunities that lead to meaningful, measurable outcomes for the individual, for the state, and the world. Cal Poly Humboldt is proud to have nearly 6,000 students of all backgrounds spread across 61 majors, 13 graduate programs, and 4 credential programs - all of whom contribute passion and creativity within their fields and set the stage for a future grounded in equity and sustainability. Hands-on learning, inspired teaching, ground-breaking research, and thought-provoking creative activity happen daily at Humboldt. Cal Poly Humboldt is a Hispanic-Serving Institution that strives to foster an inclusive and equitable community to support our students of diverse backgrounds. We are committed to achieving the goals of equal opportunity and endeavors to employ faculty and staff of the highest quality committed to working in a multicultural and multiracial community that reflects the diversity of the state. Finding a better future is a task for the bold and open, the down-to-earth and visionary. Cal Poly Humboldt strives to cultivate these qualities in leaders, innovators, and scholars in every field. Job #517452) Administrative Analyst / Specialist III-E, Capital Projects Analyst, Salary Range: $6,322 - $12,285 monthly. This is a full-time benefited, exempt, 12-month pay plan permanent position with a one-year probationary period in University Budget Office. This position comes with a premium benefits package that includes outstanding vacation, medical, dental, and vision plans, life insurance, voluntary pre-tax health and dependent care reimbursement accounts, a fee waiver education program, membership in the California Public Employees Retirement System (PERS), and 14 paid holidays per year. Additional benefits information can be found at http://www.calstate.edu/HRAdm/policies/mpp.shtml . Position Summary: Reporting to the Executive Director of Finance & Budget and in close collaboration with Facilities Management and colleagues across the campus, the Capital Projects Financial Analyst is responsible for planning, developing, leading, and administering highly complex and specialized financial planning and analysis activities associated with Cal Poly Humboldt’s robust capital projects portfolio. This position resides within the University Budget Office but is a uniquely strategic and collaborative role, working closely with Facilities Management and Accounting, to create synergy and streamline the capital projects financial planning and oversight process. Projects and duties assigned have broad campus and potentially, systemwide impact. With the recent infusion of $433 million from the State of California for capital projects to support Cal Poly Humboldt’s transition to a polytechnic institution, on top of an already robust project portfolio, the Capital Projects Financial Analyst serves a critical role in helping ensure Cal Poly Humboldt successfully delivers a truly transformational portfolio of housing and academic projects in the years to come. Key Responsibilities: Lead the development of complex multi-year financial pro formas to estimate financial performance and project feasibility Lead the preparation of budget projections and oversee implementation of approved capital project budgets Responsible for strategic cash flow analysis to ensure the University has sufficient cash flows for the project portfolio from multiple allocation sources with different spending requirements Provide project budgetary oversight and coordination of project financial activities, including administrative oversight of highly complex project budgets to properly account, document, and report in order to meet the requirements of the California State University, Chancellor's Office and other regulatory agencies Manage highly complex project funding structures, including expertise of chartfields, applicable policies and regulations, and capital financing methodologies Deliver project tracking and reporting to various constituent groups on campus and at a system level; responsible for project budget analysis in identifying budget forecast to completion and troubleshooting budget issues across multiple projects Serve as a key contact and expert for campus capital project financial activities and financing considerations Serve as liaison with California State University, Office of the Chancellor, Capital Planning Design and Construction (CSUCO-CPDC) as well as Financing and Treasury (CSUCO-F&T) and the Humboldt Facilities Management Planning, Design & Construction Unit (PD&C) Responsible for strategic budget analysis in identifying achievable scopes of work resulting in a project portfolio for recommendation to the Facilities Planning, Design & Construction Director for inclusion in the five-year capital program Responsible for managing project budgets in close collaboration with Facilities Management, including tracking costs and billings, validating chartfields, and preparing monthly and quarterly reports and reconciliations Ensures financial reports as required by the Chancellor's Office are completed, reviewed and approved and then filed in a timely manner Responsible for the coordination for all financial milestones and activities within the established project process; lead innovation and process improvement efforts through involvement in continual improvement evaluation sessions Manages the financial closeout of all projects ensuring final reports are available for review and approval of the Campus Construction Administrator prior to closeout Actively participate in Facilities Management activities related to capital projects including team meetings, planning, informing strategic positions, and day to day operations and project management Other Duties as Assigned Knowledge, Skills, and Abilities Associated with this Position Include: Thorough knowledge of and ability to apply extensive expertise to financial, budget, and account management functions Expertise in and advanced knowledge of principles, problems, and methods of public administration and fiscal management, including principles of capital planning and financing Expertise in conducting highly complex data analysis using statistical and research methods, and ability to leverage critical thinking to evaluate and interpret results, develop sound conclusions, and recommend new or revised policies from a strategic and operational perspective Extensive and in-depth knowledge of and ability to apply expertise in the advanced theories, principles, methods and practices associated with capital projects financial activities, including applicable internal policies and procedures and pertinent laws and regulations Advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial/database systems and/or other types of budgeting, reporting, and financial management systems Ability to understand problems from a broad, interactive perspective and discern applicable underlying principles to conceive of and develop innovative and strategic solutions Extensive and in-depth knowledge in project management including research and analytical methodologies; ability to interpret and integrate complex data and information to formulate appropriate courses of action which have broad and far reaching impact Ability to understand and analyze complex problems from a future-oriented and broad interactive perspective and readily develop proactive solutions that integrate strategic goals into tactical operations. Knowledge of or ability to learn quickly the financial structure and financial procedures of the CSU Ability to work with representatives from public and private entities to handle potentially sensitive situations; demonstrated consultative skills in working with internal and external constituent groups Possess excellent oral and written communication skills, including the ability to effectively present complex analysis in a clear, concise and professional manner Ability to effectively communicate with and influence high-level and diverse contacts inside and outside of the CSU system Ability to effectively use all communication methods and formats and to use expertise, as well as persuasion and negotiation skills, to build consensus to achieve short- and long-term goals and objectives Ability to work both independently and in a close knit team environment Experience building and sustaining collaborative working relationships with a variety of individuals from diverse backgrounds An understanding of the dynamics of diversity and equity in higher education and a demonstrated ability to incorporate this understanding, as appropriate, in all levels of work Ability to operationalize sustainability concepts (economy, society, environment) into all aspects of performing job duties Minimum Qualifications: Entry to this classification requires general knowledge and skills in the applicable administrative and/or program field with a foundational knowledge of public administration principles, practices, and methods. This foundation would normally be obtained through a bachelor's degree and/or equivalent training and administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs. Preferred Qualifications: Experience: Equivalent to five years of progressively responsible administrative and analytical work in support of a highly complex organization or projects. Education: Bachelor’s degree and/or equivalent training and administrative work experience involving planning, coordinating and successfully implementing projects and strategic initiatives as well as developing and implementing complex policies, regulations, and procedures Institution/enterprise level budget, capital or financial experience at a university, or public agency; General understanding of State of California and California State University capital budgeting and financial practices; Experience with Oracle/PeopleSoft administrative systems, enterprise tracking/reporting systems, and web-based reporting and planning solutions. Working knowledge of project management, including public works and California public contracting regulations. Application Procedure: To apply, qualified candidates must electronically submit the following materials by clicking the Apply Now button: Letter of Interest Resume or Curriculum Vitae Contact information for at least three professional references Application Deadline: The deadline to submit application materials for first review is 11:55 p.m. on Friday, October 20, 2023. Open until filled. Any inquiries about this recruitment can be directed to careers@humboldt.edu or Cal Poly Humboldt’s Human Resources Office at (707) 826-3626. We acknowledge that Cal Poly Humboldt is located on the unceded lands of the Wiyot people, where they have resided from time immemorial. We encourage all to gain a deeper understanding of their history and thriving culture. As an expression of our gratitude we are genuinely committed to developing trusting, reciprocal, and long lasting partnerships with the Wiyot people as well as all of our neighboring tribes. Cal Poly Humboldt was the first campus in the California State University system to offer a stand-alone major in Native American Studies. Cal Poly Humboldt is committed to enriching its educational environment and its culture through the diversity of its staff, faculty, and administration. Persons with interest and experience in helping organizations set and achieve goals relative to diversity and inclusion are especially encouraged to apply. Working in the state of California is a condition of employment for this position. Even if part or all of an employee's assignment can be performed remotely, the employee must maintain a permanent residence in the state of California. The employee must be able to accept on-campus work assignment, as assigned, and come to campus when needed. CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measure established by each campus. The systemwide policy can be found at CSU Vaccination Policy and any questions you have may be submitted to hr@humboldt.edu . Cal Poly Humboldt hires only individuals lawfully authorized to work in the United States. This position may be considered a “Campus Security Authority”, pursuant to the Clery Act, and is required to comply with the requirements set forth in CSU Executive Order 1107 a condition of employment. CAL POLY HUMBOLDT IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS (e.g. H1-B VISAS) Evidence of required degree(s), certification(s), or license(s) is required prior to the appointment date. Satisfactory completion of a background check (including a criminal records check, employment verification, and education verification) is required for employment. Cal Poly Humboldt will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or if it is discovered that the candidate knowingly withheld or falsified information. Certain positions may also require a credit check, motor vehicle report, and/or fingerprinting through Live Scan service. Failure to satisfactorily complete or adverse findings from a background check may affect the employment status of candidates or continued employment of current CSU employees who are being considered for the position. Cal Poly Humboldt is committed to achieving the goals of equal opportunity and endeavors to employ faculty and staff of the highest quality reflecting the ethnic and cultural diversity of the state. Additional information about Cal Poly Humboldt can be found at www.humboldt.edu. Cal Poly Humboldt is a Title IX/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, protected veteran status, or any other legally protected status. Mandated Reporting: 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. Additionally, all CSU staff and faculty receive training annually on their obligations in responding to and reporting incidents of sexual harassment and sexual violence. You will be notified by email when you are required to take this mandated training. Class Code: 1038 Publication Date: October 5, 2023 Advertised: Oct 05 2023 Pacific Daylight Time Applications close: Closing Date/Time:
Cal State University (CSU) Fullerton
800 N State College Blvd, Fullerton, CA 92831, USA
Job Title Budget and Financial Analyst Classification Administrative Analyst Specialist Exempt II AutoReqId 541013 Department Dean’s Office, College of Communications Sub-Division College of Communications Salary Range Classification Range $5,273 - $9,537. per month (Hiring range depending on qualifications, not anticipated to exceed $5,273 - $6,339 per month) Appointment Type Ongoing Time Base Full Time Work Schedule Monday - Friday, 8:00 AM - 5:00 PM About CSUF Standing on 241 acres in the heart of Southern California, the University was founded in 1957 and has grown into a population of over 40,000 students. As Titans, we believe that diverse perspectives deepen our understanding. We are committed to giving students the support they need to graduate, while responding to California’s revolving work force needs. At Cal State Fullerton we strive for continual improvement of students, staff, faculty, and administrators through orientations, training programs, and professional development opportunities. As part of the Titan Community, you have access to many campus facilities and services including but not limited to the Grand Central Art Center in Santa Ana, the Arboretum and Botanical Garden at Cal State Fullerton, cultural events and performances in the Clayes Performing Arts Center, Cal State Fullerton Athletics sports events, Titan Recreation Center, and the Employee Wellness Program. Job Summary It is an exciting time to join Cal State Fullerton as we are an in demand comprehensive University that is driven to shape the future of education and foster a vibrant community of diverse students, faculty, staff, and administrators who uphold values of inclusive excellence, free speech, and an environment free from discrimination. We are continuously seeking individuals from various career disciplines that share the University’s mission and core values. We warmly welcome you to consider joining the Titan Community where minds expand and opportunities flourish. About the Position: The College of Communication is committed to advancing a democratic society by preparing students to perform in a variety of communication professions. We seek an exceptional individual to join our team as the Budget and Financial Analyst (Administrative Analyst/Specialist Exempt II). The ideal candidate in this role should have a positive attitude and an active, energetic mind that is characterized by highly ethical practices and a commitment to diversity, openness, flexibility, integrity, and kindness. The Budget and Financial Analyst for the College Communications expedites all fiduciary work for the College, under the general direction of the Dean and Associate Dean. The analyst also works closely with staff in the Provost’s Office Academic Resources and Administration and Finance. The Budget and Financial Analyst assists the Dean and Associate Dean with development, use and oversight of the annual budget and spending. Ensures financial activities and transactions of all units within College of Communications (CCOM) are accomplished in compliance with California State University (CSU), Philanthropic, Auxiliary, University, and externally mandated policies and procedures. These units include but are not limited to the Dean's Office, college-based centers and institutes, Titan Communications, Departments of Communications (COMM), Human Communication Studies (HCOM), Cinema and Television Arts (CTVA), and Communication Sciences and Disorders (COMD), in addition to various signature programs within these units that receive funding from a variety of internal and external sources. Independently researches, analyzes, evaluates, and expedites all budget and procurement matters and facilitates timely processing of all required paperwork. Reviews results against targets and budgets. Reviews and evaluates trends in institutional research and analytical studies data in CCOM in conjunction with financial projections and analysis to provide budget projections. Assists and provides advice to college administrators and Department Chairs in decision-making and strategic planning. Provides regular and accurate reports to the Dean, Associate Dean, departments, and other units. Assists Dean and Associate Dean with Full Time Equivalent Students (FTES), target, and enrollment management as it impacts the budget. Participates in campus budget meetings and college staff meetings as needed to provide direction and training for all fiscal matters. Ensures timely dissemination and collection of funds due to and from all sources to the college and its operational units. Reinforces use of proper coding for data integrity. Maintains operational expense and budget records, including, but not limited to, stateside general funds, Instructionally Related Activities (IRA) program funds, Auxiliary Services Corporation (ASC) Foundation grants, Cal State Fullerton Philanthropic Foundation Scholarships, Endowment and trust accounts. Assists in development and implementation of procedures and adherence to policies to enhance department operations in reference to financial resources. Tracks faculty release and buyout time for grant activity and intercampus administrative activities to develop part-time faculty cost projection models. Coordinates and oversees duties between different department personnel to ensure completion of fiscal and project related activities. Conducts final review and assists with troubleshooting of travel request and expense claims forms, in conjunction with other staff. Supports the Dean’s Office staff by serving as back-up to the college human resources (HR) Analyst. Reviews contracts as needed; reviews and communicates entitlement details as needed. Supports the Dean’s Office staff by serving as back-up for variety of administrative tasks and technical duties in support of the Dean and Associate Dean to ensure smooth functioning of the Dean’s Office. Supports other staff as necessary. Other duties as assigned. Essential Qualifications Bachelor’s degree from an accredited four-year college or university and/or the equivalent training and administrative work experience involving the study, analysis, evaluation, development or improvement of administrative policies, procedures, practices or programs plus four years of related experience. Working knowledge of and the ability to apply standard theories, principles, practices, and techniques applicable to the program and/or administrative specialty to develop conclusions and make recommendations. Thorough knowledge of the policies, procedures, and outside regulations pertaining to the applicable program and/or administrative specialty. Working knowledge of operational and fiscal analysis and techniques. Ability to take initiative and plan, organize, coordinate, and perform work in various situations where numerous and diverse demands are involved. Skilled in the research, development, and evaluation of policies and programs. Ability to collect, evaluate, and interpret data to develop sound conclusions and make appropriate recommendations. Expertise in investigating and analyzing problems with broad administrative impact and implications. Ability to anticipate problems, address them proactively, and develop appropriate recommendations leading to solutions. Demonstrated ability to effectively interpret, organize, and present information and ideas in written or presentation form and use consultative and facilitation skills to gain consensus. Ability to train others on new skills and procedures and provide lead work direction. Proficiency in Microsoft Excel, Word, PowerPoint, Access, and Outlook. Ability to communicate clearly and effectively both orally and in writing. Ability to establish and maintain effective and cooperative working relationships with others. A background check (including a criminal records check) must be completed satisfactorily and is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to complete the background check satisfactorily may affect the continued employment of a current CSU employee who was conditionally offered the position. Preferred Qualifications Master's Degree in accounting or related field. Five years of experience in the areas of budget management, accounting, and financial academic operations. Demonstrated organizational and analytical abilities to effectively, independently, and proactively identify, plan, direct, and resolve a multitude of complex financial and operational issues. Independently research, analyze financial data, problem solve, and make decisions. Ability to train, guide, and support other staff in understanding and carrying out duties related to fiscal matters. Ability to promote a pleasant work environment. License/Certifications A Valid California Driver’s License. Special Working Conditions Notice of Non-Discrimination on the Basis of Gender or Sex and Contact Information for Title IX Coordinator Additional Information California State University, Fullerton celebrates all forms of diversity and is deeply committed to fostering an inclusive environment where students, staff, administrators, and faculty thrive. Individuals interested in advancing the University’s strategic diversity goals are strongly encouraged to apply. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose. As of January 1, 2022, the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. The person holding this position is considered a general mandated reporter under the California Child Abuse and Neglect Reporting Act and must comply with the requirement outlined in CSU Executive Order 1083, revised July 21, 2017. Multiple positions may be hired from this recruitment based on the strength of the applicant pool. If you are applying for a staff position, please note that you are not eligible to work concurrently in a staff position and an Academic Student position such as a Graduate Assistant, Teaching Associate, Instructional Student Assistant, or Student Assistant position. Regular attendance is considered an essential job function; the inability to meet attendance requirements may preclude the employee from retaining employment. Employee/applicant who applies for a position may be required to successfully complete job-related performance test(s) as part of the selection process. Online application/resume must be received by electronic submission on the final filing date by 9:00 PM (Pacific Standard Time)/midnight (Eastern Standard Time). Applicants who fail to complete all sections of the online application form will be disqualified from consideration. California State University, Fullerton is not a sponsoring agency for staff or management positions (i.e., H1-B Visas). Hiring Preference On-Campus CSUEU Employees Advertised: Jul 18 2024 Pacific Daylight Time Applications close: Aug 01 2024 Pacific Daylight Time Closing Date/Time:
Jul 19, 2024
Job Title Budget and Financial Analyst Classification Administrative Analyst Specialist Exempt II AutoReqId 541013 Department Dean’s Office, College of Communications Sub-Division College of Communications Salary Range Classification Range $5,273 - $9,537. per month (Hiring range depending on qualifications, not anticipated to exceed $5,273 - $6,339 per month) Appointment Type Ongoing Time Base Full Time Work Schedule Monday - Friday, 8:00 AM - 5:00 PM About CSUF Standing on 241 acres in the heart of Southern California, the University was founded in 1957 and has grown into a population of over 40,000 students. As Titans, we believe that diverse perspectives deepen our understanding. We are committed to giving students the support they need to graduate, while responding to California’s revolving work force needs. At Cal State Fullerton we strive for continual improvement of students, staff, faculty, and administrators through orientations, training programs, and professional development opportunities. As part of the Titan Community, you have access to many campus facilities and services including but not limited to the Grand Central Art Center in Santa Ana, the Arboretum and Botanical Garden at Cal State Fullerton, cultural events and performances in the Clayes Performing Arts Center, Cal State Fullerton Athletics sports events, Titan Recreation Center, and the Employee Wellness Program. Job Summary It is an exciting time to join Cal State Fullerton as we are an in demand comprehensive University that is driven to shape the future of education and foster a vibrant community of diverse students, faculty, staff, and administrators who uphold values of inclusive excellence, free speech, and an environment free from discrimination. We are continuously seeking individuals from various career disciplines that share the University’s mission and core values. We warmly welcome you to consider joining the Titan Community where minds expand and opportunities flourish. About the Position: The College of Communication is committed to advancing a democratic society by preparing students to perform in a variety of communication professions. We seek an exceptional individual to join our team as the Budget and Financial Analyst (Administrative Analyst/Specialist Exempt II). The ideal candidate in this role should have a positive attitude and an active, energetic mind that is characterized by highly ethical practices and a commitment to diversity, openness, flexibility, integrity, and kindness. The Budget and Financial Analyst for the College Communications expedites all fiduciary work for the College, under the general direction of the Dean and Associate Dean. The analyst also works closely with staff in the Provost’s Office Academic Resources and Administration and Finance. The Budget and Financial Analyst assists the Dean and Associate Dean with development, use and oversight of the annual budget and spending. Ensures financial activities and transactions of all units within College of Communications (CCOM) are accomplished in compliance with California State University (CSU), Philanthropic, Auxiliary, University, and externally mandated policies and procedures. These units include but are not limited to the Dean's Office, college-based centers and institutes, Titan Communications, Departments of Communications (COMM), Human Communication Studies (HCOM), Cinema and Television Arts (CTVA), and Communication Sciences and Disorders (COMD), in addition to various signature programs within these units that receive funding from a variety of internal and external sources. Independently researches, analyzes, evaluates, and expedites all budget and procurement matters and facilitates timely processing of all required paperwork. Reviews results against targets and budgets. Reviews and evaluates trends in institutional research and analytical studies data in CCOM in conjunction with financial projections and analysis to provide budget projections. Assists and provides advice to college administrators and Department Chairs in decision-making and strategic planning. Provides regular and accurate reports to the Dean, Associate Dean, departments, and other units. Assists Dean and Associate Dean with Full Time Equivalent Students (FTES), target, and enrollment management as it impacts the budget. Participates in campus budget meetings and college staff meetings as needed to provide direction and training for all fiscal matters. Ensures timely dissemination and collection of funds due to and from all sources to the college and its operational units. Reinforces use of proper coding for data integrity. Maintains operational expense and budget records, including, but not limited to, stateside general funds, Instructionally Related Activities (IRA) program funds, Auxiliary Services Corporation (ASC) Foundation grants, Cal State Fullerton Philanthropic Foundation Scholarships, Endowment and trust accounts. Assists in development and implementation of procedures and adherence to policies to enhance department operations in reference to financial resources. Tracks faculty release and buyout time for grant activity and intercampus administrative activities to develop part-time faculty cost projection models. Coordinates and oversees duties between different department personnel to ensure completion of fiscal and project related activities. Conducts final review and assists with troubleshooting of travel request and expense claims forms, in conjunction with other staff. Supports the Dean’s Office staff by serving as back-up to the college human resources (HR) Analyst. Reviews contracts as needed; reviews and communicates entitlement details as needed. Supports the Dean’s Office staff by serving as back-up for variety of administrative tasks and technical duties in support of the Dean and Associate Dean to ensure smooth functioning of the Dean’s Office. Supports other staff as necessary. Other duties as assigned. Essential Qualifications Bachelor’s degree from an accredited four-year college or university and/or the equivalent training and administrative work experience involving the study, analysis, evaluation, development or improvement of administrative policies, procedures, practices or programs plus four years of related experience. Working knowledge of and the ability to apply standard theories, principles, practices, and techniques applicable to the program and/or administrative specialty to develop conclusions and make recommendations. Thorough knowledge of the policies, procedures, and outside regulations pertaining to the applicable program and/or administrative specialty. Working knowledge of operational and fiscal analysis and techniques. Ability to take initiative and plan, organize, coordinate, and perform work in various situations where numerous and diverse demands are involved. Skilled in the research, development, and evaluation of policies and programs. Ability to collect, evaluate, and interpret data to develop sound conclusions and make appropriate recommendations. Expertise in investigating and analyzing problems with broad administrative impact and implications. Ability to anticipate problems, address them proactively, and develop appropriate recommendations leading to solutions. Demonstrated ability to effectively interpret, organize, and present information and ideas in written or presentation form and use consultative and facilitation skills to gain consensus. Ability to train others on new skills and procedures and provide lead work direction. Proficiency in Microsoft Excel, Word, PowerPoint, Access, and Outlook. Ability to communicate clearly and effectively both orally and in writing. Ability to establish and maintain effective and cooperative working relationships with others. A background check (including a criminal records check) must be completed satisfactorily and is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to complete the background check satisfactorily may affect the continued employment of a current CSU employee who was conditionally offered the position. Preferred Qualifications Master's Degree in accounting or related field. Five years of experience in the areas of budget management, accounting, and financial academic operations. Demonstrated organizational and analytical abilities to effectively, independently, and proactively identify, plan, direct, and resolve a multitude of complex financial and operational issues. Independently research, analyze financial data, problem solve, and make decisions. Ability to train, guide, and support other staff in understanding and carrying out duties related to fiscal matters. Ability to promote a pleasant work environment. License/Certifications A Valid California Driver’s License. Special Working Conditions Notice of Non-Discrimination on the Basis of Gender or Sex and Contact Information for Title IX Coordinator Additional Information California State University, Fullerton celebrates all forms of diversity and is deeply committed to fostering an inclusive environment where students, staff, administrators, and faculty thrive. Individuals interested in advancing the University’s strategic diversity goals are strongly encouraged to apply. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose. As of January 1, 2022, the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. The person holding this position is considered a general mandated reporter under the California Child Abuse and Neglect Reporting Act and must comply with the requirement outlined in CSU Executive Order 1083, revised July 21, 2017. Multiple positions may be hired from this recruitment based on the strength of the applicant pool. If you are applying for a staff position, please note that you are not eligible to work concurrently in a staff position and an Academic Student position such as a Graduate Assistant, Teaching Associate, Instructional Student Assistant, or Student Assistant position. Regular attendance is considered an essential job function; the inability to meet attendance requirements may preclude the employee from retaining employment. Employee/applicant who applies for a position may be required to successfully complete job-related performance test(s) as part of the selection process. Online application/resume must be received by electronic submission on the final filing date by 9:00 PM (Pacific Standard Time)/midnight (Eastern Standard Time). Applicants who fail to complete all sections of the online application form will be disqualified from consideration. California State University, Fullerton is not a sponsoring agency for staff or management positions (i.e., H1-B Visas). Hiring Preference On-Campus CSUEU Employees Advertised: Jul 18 2024 Pacific Daylight Time Applications close: Aug 01 2024 Pacific Daylight Time Closing Date/Time:
CITY OF ATLANTA, GA
Atlanta, Georgia, United States
Posting Open Until Filled Salary Range: $54,525 - $72,682 General Description and Classification Standards Supervision Received The Financial Analyst and Senior Financial Analyst report to the Grant Services Fiscal Manager. Primary responsibilities include but are not limited to the following: Essential Duties & Responsibilities • The Financial Analyst will serve as a credible and professional representative of the City of Atlanta by demonstrating professionalism, integrity, humility, knowledge, and excellence in carrying out the functions of this position • The Financial Analyst is responsible for providing departmental assistance to ensure compliance with grant program policies and procedures and accurate and timely recording of financial information in the City’s accounting system and HUD’s Integrated Disbursement & Information System (IDIS) • The Financial Analyst will coordinate with the program analysts, service providers, and City departments as necessary for grant-efficient and effective financial management • The Financial Analyst will manage the spending of various grant awards to ensure that all grant expenditures are reasonable, allocable, and allowable according to all federal, state, and local regulations • The Financial Analyst will track and report program income • The Financial Analyst will review and approve assigned award/grant budgets and disbursements for accuracy, allowability, and reasonableness • The Financial Analyst will assist in the preparation and review of legislation • The Financial Analyst will participate in onsite monitoring and desk audits, perform monthly grant reconciliations, and analyze expenditures activities. Financial Analysts will indicate any discrepancies between IDIS and Oracle to their manager specific to their portfolio. • The Senior Financial Analyst will fund grant projects • The Financial Analyst will maintain current training and development on applicable federal grant programs and policies and the systems and tools used by CoA to conduct grants management, including IDIS, HMIS, SAGE, Oracle, Neighborly, Microsoft 365 suite, etc. • Reviewing NOFA applications • Actively participate in IDT work sessions • The Financial Analyst will monitor the contract’s financial performance, including the “burn rate,” to ensure compliance with the contract terms and immediately notify the manager and program manager of any deviations and potential non-completion and performance of the contract agreement • The Financial Analyst will process reimbursements after the HAP registry and Utilities Allowance updates generated by the Compliance Section 8 Team • Collaborates with Compliance for all annual Section 8 renewal • Prepare the request for YES yearend statement 60 days after the prior Fiscal Year (March 31) • Prepare the request for the budget due to HUD • Prepares the PnG checklist for the legislation • Prepares increments 120 days before the contract expires • Prepare the annual renewal for HUD - Operating Cost Adjustment Factor (OCAF) and coordinates with Compliance Section 8 Team as needed • Prepare and review the project budget in preparation for Purchase Order Creation • Add project setup and tasks in Oracle • These are typical responsibilities for this position and should not be construed as exclusive or all inclusive Financial Analysts will perform other duties as assigned Minimum Education and Experience Requirements: • A bachelor’s degree in a related field • Relevant work experience with government entitlement programs and mortgage underwriting experience, loan servicing and intake, credit counseling, banking, and federal program management experience • A degree can be substituted with relevant work experience in federal program management, mortgage underwriting experience, loan servicing and intake, credit counseling, banking, and national program management experience. Preferred Education & Experience: • Master’s degree in a related field • At least three years of direct experience in federal grants management related to HOPWA, HOME, ESG, CDBG, Section 8 Moderate Rehab, underwriting, and fiscal management. Licensures and Certifications Driver’s license valid at the time of appointment and remain valid while in position. Essential Capabilities and Work Environment Physical, lifting, and sensory capabilities are required to perform the job successfully under typical environmental conditions associated with the job.
Jul 14, 2024
Full Time
Posting Open Until Filled Salary Range: $54,525 - $72,682 General Description and Classification Standards Supervision Received The Financial Analyst and Senior Financial Analyst report to the Grant Services Fiscal Manager. Primary responsibilities include but are not limited to the following: Essential Duties & Responsibilities • The Financial Analyst will serve as a credible and professional representative of the City of Atlanta by demonstrating professionalism, integrity, humility, knowledge, and excellence in carrying out the functions of this position • The Financial Analyst is responsible for providing departmental assistance to ensure compliance with grant program policies and procedures and accurate and timely recording of financial information in the City’s accounting system and HUD’s Integrated Disbursement & Information System (IDIS) • The Financial Analyst will coordinate with the program analysts, service providers, and City departments as necessary for grant-efficient and effective financial management • The Financial Analyst will manage the spending of various grant awards to ensure that all grant expenditures are reasonable, allocable, and allowable according to all federal, state, and local regulations • The Financial Analyst will track and report program income • The Financial Analyst will review and approve assigned award/grant budgets and disbursements for accuracy, allowability, and reasonableness • The Financial Analyst will assist in the preparation and review of legislation • The Financial Analyst will participate in onsite monitoring and desk audits, perform monthly grant reconciliations, and analyze expenditures activities. Financial Analysts will indicate any discrepancies between IDIS and Oracle to their manager specific to their portfolio. • The Senior Financial Analyst will fund grant projects • The Financial Analyst will maintain current training and development on applicable federal grant programs and policies and the systems and tools used by CoA to conduct grants management, including IDIS, HMIS, SAGE, Oracle, Neighborly, Microsoft 365 suite, etc. • Reviewing NOFA applications • Actively participate in IDT work sessions • The Financial Analyst will monitor the contract’s financial performance, including the “burn rate,” to ensure compliance with the contract terms and immediately notify the manager and program manager of any deviations and potential non-completion and performance of the contract agreement • The Financial Analyst will process reimbursements after the HAP registry and Utilities Allowance updates generated by the Compliance Section 8 Team • Collaborates with Compliance for all annual Section 8 renewal • Prepare the request for YES yearend statement 60 days after the prior Fiscal Year (March 31) • Prepare the request for the budget due to HUD • Prepares the PnG checklist for the legislation • Prepares increments 120 days before the contract expires • Prepare the annual renewal for HUD - Operating Cost Adjustment Factor (OCAF) and coordinates with Compliance Section 8 Team as needed • Prepare and review the project budget in preparation for Purchase Order Creation • Add project setup and tasks in Oracle • These are typical responsibilities for this position and should not be construed as exclusive or all inclusive Financial Analysts will perform other duties as assigned Minimum Education and Experience Requirements: • A bachelor’s degree in a related field • Relevant work experience with government entitlement programs and mortgage underwriting experience, loan servicing and intake, credit counseling, banking, and federal program management experience • A degree can be substituted with relevant work experience in federal program management, mortgage underwriting experience, loan servicing and intake, credit counseling, banking, and national program management experience. Preferred Education & Experience: • Master’s degree in a related field • At least three years of direct experience in federal grants management related to HOPWA, HOME, ESG, CDBG, Section 8 Moderate Rehab, underwriting, and fiscal management. Licensures and Certifications Driver’s license valid at the time of appointment and remain valid while in position. Essential Capabilities and Work Environment Physical, lifting, and sensory capabilities are required to perform the job successfully under typical environmental conditions associated with the job.
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 Non-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. We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.
Jul 14, 2024
Full Time
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA Non-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. We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.
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 Non-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. We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.
Jul 14, 2024
Full Time
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA Non-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. We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.
Financial Analyst III CalOptima CalOptima Health is seeking a highly motivated an experienced Financial Analyst III to join our team. The Financial Analyst III will be responsible for providing quantitative financial analysis for various departments within CalOptima Health. Under limited to no supervision, the incumbent will develop report suites and financial models used to forecast medical cost trends, provide support for provider contract negotiations, assess actuarial rate development studies, participate in annual budgeting functions, provide ad-hoc analytic support and act as a resource to more junior staff within the department. The incumbent will evaluate various issues, perform detailed analysis relating to the issues and communicate well reasoned solutions to management. The incumbent will work with large amounts of claims, enrollment and provider data using strong database, spreadsheet and business intelligence (BI) presentation skills. Position Information: Department: Financial Analysis Salary Grade: 313 - $90,820 - $145,312 ($43.66 - $69.8615) Work Arrangement: Partial Telework **This position is eligible for telework in California.** Duties & Responsibilities: 80% - Financial Functions Participates in a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability. Researches, assesses and develops advanced tools, models, reports and approaches to increase accuracy and timeliness of data-driven work projects. Develops medical expense, revenue and enrollment projections to support the budget process. Develops financial models and reports to support provider contract negotiations. Develops return on investment and business case analyses for program initiatives under consideration by senior management. Provides clinical and utilization analysis to assist Medical Management with improving outcomes and quality of care for CalOptima Health's members. Collaborates with the Data Warehouse team to design and recommend improvements to the data warehouse. Designs, develops, implements and maintains report suites and dashboards for all levels of CalOptima Health's management. 15% - Administrative Support Assists the team in carrying out department responsibilities and collaborates with others to support short- and long-term goals/priorities for the department. Collaborates with the Data Warehouse team to design and recommend improvements to the data warehouse. Mentors, trains and acts as lead for more junior analytical staff. 5% - Completes other projects and duties as assigned. Minimum Qualifications: Bachelor's degree in business administration, finance, economics, actuarial sciences or a related field required. 5 years of experience in a medical group, hospital or health plan setting required. 2 years of experience working with managed health care or insurance programs required. 2 years of analytical experience working with Medi-Cal payer information required. An equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying. Preferred Qualifications: Experienced user of Tableau and/or Microsoft SQL Server. Required Licensure / Certifications: N/A Knowledge & Abilities: Develop rapport and establish and maintain effective working relationships with CalOptima Health's leadership and staff and external contacts at all levels and with diverse backgrounds. Work independently and exercise sound judgment. Communicate clearly and concisely, both orally and in writing. Work a flexible schedule; available to participate in evening and weekend events. Organize, be analytical, problem-solve and possess project management skills. Work in a fast-paced environment and in an efficient manner. Manage multiple projects and identify opportunities for internal and external collaboration. Motivate and lead multi-program teams and external committees/coalitions. Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment. Physical Requirements (With or Without Accommodations): Ability to visually read information from computer screens, forms and other printed materials and information. Ability to speak (enunciate) clearly in conversation and general communication. Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions. Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting. Lifting and moving objects, patients and/or equipment 10 to 25 pounds Work Environment: If located at the 500, 505 Building or a remote work location: Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed. There are no harmful environmental conditions present for this job. The noise level in this work environment is usually moderate. If located at PACE: Work is typically indoors in a clinical setting serving the frail and elderly. There may be harmful or hazardous environmental conditions present for this job. The noise level in this work environment is usually moderate to loud. If located in the Community: Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed. Employee will occasionally work outdoors in varied temperatures. There may be harmful or hazardous environmental conditions present for this job. The noise level in this work environment is usually moderate to loud. About CalOptima Health: CalOptima Health is the single largest health plan in Orange County, serving one in four residents. Our motto - "Better. Together." - is at the heart of our mission to serve members with excellence, dignity and respect. We are a public agency made up of compassionate leaders and professionals working together to strengthen our community's health. We are continuing to build a culture that promotes diversity and inclusion within our community where employees have a sense of belonging, and are valued for their ideas, contributions, and their unique individual perspectives they bring. CalOptima Health has been recognized as one of Orange County's best places to work, so we know there is something special about our organization. It is why people choose to work here and why they choose to stay! About our Benefits & Wellness options: At CalOptima Health, we know that a healthy and happy workforce is a thriving workforce, which is why we offer a comprehensive benefits package, including participation in the California Public Employees Retirement System (CalPERS), low-cost medical/vision/dental insurance options, and paid time off. To support quality work-life balance, we allow flexible scheduling during core business hours, telework options for some positions, work schedules that allow every other Monday or Friday off (9/80 schedule), and a wellness program featuring diverse activities. Additionally, CalOptima Health contributes 4% of pensionable earnings to a 401(a) retirement program with no required employee contribution. For those who are interested in additional retirement savings, employees have access to 457(b) retirement plans with pre/post-tax contribution options. For more information, please click on the 2024 CalOptima Health Benefits Guide regarding our comprehensive benefits and wellness package. IMPORTANT APPLICATION INFORMATION AND INSTRUCTIONS Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. The deadline for the first review of applications is May 29, 2024 at 9:00 PM (PST). Applicants are encouraged to apply early. Applicants that apply after the first review are not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date. The selection process may include, but is not limited to, a skills assessment, phone screen and interview. The successful candidate will be required to undergo a reference / background check (to include a conviction record) and if applicable also pass a post-offer pre-employment medical examination (which will include a drug screening). Internal CalOptima Health applicants should apply through InfoNet. Communication regarding your application will be sent to the email address listed on your application. Please check your email, including your SPAM folder, regularly throughout the recruitment process. You can also visit your candidate portal to receive the most up to date status of your application. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation at (714) 246-8400 if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. To apply, please visit: https://jobs.caloptima.org/jobs/financial-analyst-iii-505-city-parkway-west-california-united-states Copyright 2024 Jobelephant.com Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-2548c0bed57e444289478094a7f21403
Jul 18, 2024
Financial Analyst III CalOptima CalOptima Health is seeking a highly motivated an experienced Financial Analyst III to join our team. The Financial Analyst III will be responsible for providing quantitative financial analysis for various departments within CalOptima Health. Under limited to no supervision, the incumbent will develop report suites and financial models used to forecast medical cost trends, provide support for provider contract negotiations, assess actuarial rate development studies, participate in annual budgeting functions, provide ad-hoc analytic support and act as a resource to more junior staff within the department. The incumbent will evaluate various issues, perform detailed analysis relating to the issues and communicate well reasoned solutions to management. The incumbent will work with large amounts of claims, enrollment and provider data using strong database, spreadsheet and business intelligence (BI) presentation skills. Position Information: Department: Financial Analysis Salary Grade: 313 - $90,820 - $145,312 ($43.66 - $69.8615) Work Arrangement: Partial Telework **This position is eligible for telework in California.** Duties & Responsibilities: 80% - Financial Functions Participates in a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability. Researches, assesses and develops advanced tools, models, reports and approaches to increase accuracy and timeliness of data-driven work projects. Develops medical expense, revenue and enrollment projections to support the budget process. Develops financial models and reports to support provider contract negotiations. Develops return on investment and business case analyses for program initiatives under consideration by senior management. Provides clinical and utilization analysis to assist Medical Management with improving outcomes and quality of care for CalOptima Health's members. Collaborates with the Data Warehouse team to design and recommend improvements to the data warehouse. Designs, develops, implements and maintains report suites and dashboards for all levels of CalOptima Health's management. 15% - Administrative Support Assists the team in carrying out department responsibilities and collaborates with others to support short- and long-term goals/priorities for the department. Collaborates with the Data Warehouse team to design and recommend improvements to the data warehouse. Mentors, trains and acts as lead for more junior analytical staff. 5% - Completes other projects and duties as assigned. Minimum Qualifications: Bachelor's degree in business administration, finance, economics, actuarial sciences or a related field required. 5 years of experience in a medical group, hospital or health plan setting required. 2 years of experience working with managed health care or insurance programs required. 2 years of analytical experience working with Medi-Cal payer information required. An equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying. Preferred Qualifications: Experienced user of Tableau and/or Microsoft SQL Server. Required Licensure / Certifications: N/A Knowledge & Abilities: Develop rapport and establish and maintain effective working relationships with CalOptima Health's leadership and staff and external contacts at all levels and with diverse backgrounds. Work independently and exercise sound judgment. Communicate clearly and concisely, both orally and in writing. Work a flexible schedule; available to participate in evening and weekend events. Organize, be analytical, problem-solve and possess project management skills. Work in a fast-paced environment and in an efficient manner. Manage multiple projects and identify opportunities for internal and external collaboration. Motivate and lead multi-program teams and external committees/coalitions. Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment. Physical Requirements (With or Without Accommodations): Ability to visually read information from computer screens, forms and other printed materials and information. Ability to speak (enunciate) clearly in conversation and general communication. Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions. Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting. Lifting and moving objects, patients and/or equipment 10 to 25 pounds Work Environment: If located at the 500, 505 Building or a remote work location: Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed. There are no harmful environmental conditions present for this job. The noise level in this work environment is usually moderate. If located at PACE: Work is typically indoors in a clinical setting serving the frail and elderly. There may be harmful or hazardous environmental conditions present for this job. The noise level in this work environment is usually moderate to loud. If located in the Community: Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed. Employee will occasionally work outdoors in varied temperatures. There may be harmful or hazardous environmental conditions present for this job. The noise level in this work environment is usually moderate to loud. About CalOptima Health: CalOptima Health is the single largest health plan in Orange County, serving one in four residents. Our motto - "Better. Together." - is at the heart of our mission to serve members with excellence, dignity and respect. We are a public agency made up of compassionate leaders and professionals working together to strengthen our community's health. We are continuing to build a culture that promotes diversity and inclusion within our community where employees have a sense of belonging, and are valued for their ideas, contributions, and their unique individual perspectives they bring. CalOptima Health has been recognized as one of Orange County's best places to work, so we know there is something special about our organization. It is why people choose to work here and why they choose to stay! About our Benefits & Wellness options: At CalOptima Health, we know that a healthy and happy workforce is a thriving workforce, which is why we offer a comprehensive benefits package, including participation in the California Public Employees Retirement System (CalPERS), low-cost medical/vision/dental insurance options, and paid time off. To support quality work-life balance, we allow flexible scheduling during core business hours, telework options for some positions, work schedules that allow every other Monday or Friday off (9/80 schedule), and a wellness program featuring diverse activities. Additionally, CalOptima Health contributes 4% of pensionable earnings to a 401(a) retirement program with no required employee contribution. For those who are interested in additional retirement savings, employees have access to 457(b) retirement plans with pre/post-tax contribution options. For more information, please click on the 2024 CalOptima Health Benefits Guide regarding our comprehensive benefits and wellness package. IMPORTANT APPLICATION INFORMATION AND INSTRUCTIONS Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. The deadline for the first review of applications is May 29, 2024 at 9:00 PM (PST). Applicants are encouraged to apply early. Applicants that apply after the first review are not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date. The selection process may include, but is not limited to, a skills assessment, phone screen and interview. The successful candidate will be required to undergo a reference / background check (to include a conviction record) and if applicable also pass a post-offer pre-employment medical examination (which will include a drug screening). Internal CalOptima Health applicants should apply through InfoNet. Communication regarding your application will be sent to the email address listed on your application. Please check your email, including your SPAM folder, regularly throughout the recruitment process. You can also visit your candidate portal to receive the most up to date status of your application. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation at (714) 246-8400 if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. To apply, please visit: https://jobs.caloptima.org/jobs/financial-analyst-iii-505-city-parkway-west-california-united-states Copyright 2024 Jobelephant.com Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-2548c0bed57e444289478094a7f21403
SAN ANTONIO WATER SYSTEM
San Antonio, Texas, United States
Pay Grade 20 - Salary starts at $68,791.00 annually. Rate of pay depends on qualifications. Job Description JOB SUMMARY The Senior Financial Analyst is responsible for developing and analyzing short and long range revenue forecasts, developing and maintaining the corporate financial model, developing and maintaining the cost allocation model, developing cost of service and rate design studies, performing rate analysis and comparisons, performing acquisition/divestiture financial analysis and completing other financial and statistical analysis as needed. This position also provides recommendations on financial strategy and policy. ESSENTIAL FUNCTIONS Develops and analyzes short and long range revenue forecasts: collects and reviews historical data, models potential independent variables, performs regression and statistical analysis, graphs and summarizes results, presents results to management, and monitors projections and actuals for accuracy. Develops and executes financial plans and budgets for debt, debt service, cash requirements, capital financing, interest rate assumptions, and rate adjustments. Updates and enhances corporate financial model: collects data from various departments and integrates it into model, develops miscellaneous forecasts to complete model, incorporates debt schedules, analyzes revenue requirements and manages bill impacts, and develops scenario analysis to model varying operational and financial conditions. Develops rates, performs rate analysis and comparisons: develops database of rate benchmarks and comparisons with target utilities, maintains knowledge of traditional and cutting-edge rate theory, and maintains operational ratios, such as affordability indices. Writes legal ordinances for rate implementation. Applies rate designs and structures, and budgeting concepts such as cost centers, activity based costing, overhead, allocations, and others Develops financial and statistical models for analysis by applying forecasting techniques such as regression equations, time series models, and statistical error analysis. Develops and maintains the cost allocation model: works closely with financial analysts and cost center owners to determine allocation requirements, recommends allocation methodologies, computes impacts of changes, briefs staff on model, and maintains model throughout planning period. Develops and analyzes new revenue sources. Develops and maintains cost of service and rate design studies and models: determines/allocates functional costs by utility, manages rate database that houses information, allocations, assumptions, rates, and charges, and makes recommendations to management on rate changes. Responsible for the financial analysis associated with any Corporate Development activities of the System including the purchase or divestiture of additional areas of service territory. This includes a determination of the price to be paid/received for these additional areas and the projected overall financial impact to the System. May provide guidance to staff by assigning, checking, and overseeing the work. Performs other duties as assigned. DECISION MAKING The Senior Financial Analyst works under limited supervision. MINIMUM REQUIREMENTS Bachelor's Degree in Business Administration, Statistics, Finance, Economics, Public Administration or related field and six years' experience performing financial, statistical or economic analysis role, such as statistician, financial modeler, forecaster, cost accountant, rate designer, or related work OR Master's Degree in Business Administration, Statistics, Finance, Economics or Public Administration or related field and three years' related experience. Proficient PC skills in financial, word processing, spreadsheet, database, and presentation software. JOB DIMENSIONS Contact with executive management, governmental agencies, consultants, and customers. Communicates effectively, verbally and in writing. PHYSICAL DEMANDS AND WORKING CONDITIONS This position requires visual acuity, speech, and hearing. Subject to sitting for long periods of time to perform job scope. Working conditions are primarily in an office environment. May be required to work hours other than daytime schedule such as nights and weekends. San Antonio Water System values the contributions of all its employees, providing them the best in compensation and benefits. The benefits package is designed to attract and retain a workforce of qualified employees who share a responsibility in providing quality water to 1 million consumers. From an affordable medical and dental plan to life-sustaining retirement and insurance plans, we offer benefits that reward employees for their commitment to a challenging career at SAWS. Employee benefits include the following: Competitive, market-based salaries Performance-based incentives Medical benefits Dental benefits Life insurance Prescription drug program Vision care plan Two retirement plans Deferred compensation plans (457 plan) Disability income Paid leave (vacation, sick, personal) Education assistance program Employee assistance program Flexible, tax-deferred health and dependent care spending accounts Wellness programs On-Site Fitness Facilities Community service opportunities Closing Date/Time: 8/18/2024 11:59 PM Central
Jul 20, 2024
Full Time
Pay Grade 20 - Salary starts at $68,791.00 annually. Rate of pay depends on qualifications. Job Description JOB SUMMARY The Senior Financial Analyst is responsible for developing and analyzing short and long range revenue forecasts, developing and maintaining the corporate financial model, developing and maintaining the cost allocation model, developing cost of service and rate design studies, performing rate analysis and comparisons, performing acquisition/divestiture financial analysis and completing other financial and statistical analysis as needed. This position also provides recommendations on financial strategy and policy. ESSENTIAL FUNCTIONS Develops and analyzes short and long range revenue forecasts: collects and reviews historical data, models potential independent variables, performs regression and statistical analysis, graphs and summarizes results, presents results to management, and monitors projections and actuals for accuracy. Develops and executes financial plans and budgets for debt, debt service, cash requirements, capital financing, interest rate assumptions, and rate adjustments. Updates and enhances corporate financial model: collects data from various departments and integrates it into model, develops miscellaneous forecasts to complete model, incorporates debt schedules, analyzes revenue requirements and manages bill impacts, and develops scenario analysis to model varying operational and financial conditions. Develops rates, performs rate analysis and comparisons: develops database of rate benchmarks and comparisons with target utilities, maintains knowledge of traditional and cutting-edge rate theory, and maintains operational ratios, such as affordability indices. Writes legal ordinances for rate implementation. Applies rate designs and structures, and budgeting concepts such as cost centers, activity based costing, overhead, allocations, and others Develops financial and statistical models for analysis by applying forecasting techniques such as regression equations, time series models, and statistical error analysis. Develops and maintains the cost allocation model: works closely with financial analysts and cost center owners to determine allocation requirements, recommends allocation methodologies, computes impacts of changes, briefs staff on model, and maintains model throughout planning period. Develops and analyzes new revenue sources. Develops and maintains cost of service and rate design studies and models: determines/allocates functional costs by utility, manages rate database that houses information, allocations, assumptions, rates, and charges, and makes recommendations to management on rate changes. Responsible for the financial analysis associated with any Corporate Development activities of the System including the purchase or divestiture of additional areas of service territory. This includes a determination of the price to be paid/received for these additional areas and the projected overall financial impact to the System. May provide guidance to staff by assigning, checking, and overseeing the work. Performs other duties as assigned. DECISION MAKING The Senior Financial Analyst works under limited supervision. MINIMUM REQUIREMENTS Bachelor's Degree in Business Administration, Statistics, Finance, Economics, Public Administration or related field and six years' experience performing financial, statistical or economic analysis role, such as statistician, financial modeler, forecaster, cost accountant, rate designer, or related work OR Master's Degree in Business Administration, Statistics, Finance, Economics or Public Administration or related field and three years' related experience. Proficient PC skills in financial, word processing, spreadsheet, database, and presentation software. JOB DIMENSIONS Contact with executive management, governmental agencies, consultants, and customers. Communicates effectively, verbally and in writing. PHYSICAL DEMANDS AND WORKING CONDITIONS This position requires visual acuity, speech, and hearing. Subject to sitting for long periods of time to perform job scope. Working conditions are primarily in an office environment. May be required to work hours other than daytime schedule such as nights and weekends. San Antonio Water System values the contributions of all its employees, providing them the best in compensation and benefits. The benefits package is designed to attract and retain a workforce of qualified employees who share a responsibility in providing quality water to 1 million consumers. From an affordable medical and dental plan to life-sustaining retirement and insurance plans, we offer benefits that reward employees for their commitment to a challenging career at SAWS. Employee benefits include the following: Competitive, market-based salaries Performance-based incentives Medical benefits Dental benefits Life insurance Prescription drug program Vision care plan Two retirement plans Deferred compensation plans (457 plan) Disability income Paid leave (vacation, sick, personal) Education assistance program Employee assistance program Flexible, tax-deferred health and dependent care spending accounts Wellness programs On-Site Fitness Facilities Community service opportunities Closing Date/Time: 8/18/2024 11:59 PM Central
Summary Minimum Starting Salary: $64,594 - Depending on Qualifications Why Work for Waco: Meaningful and challenging work Make a difference and improve communities Competitive Salary and Benefits Full Range of Benefits including Health, Dental, Vision, Disability and Life Insurance Retirement Plan with a 2:1 City Match Education Assistance Program Paid Parental Leave Employee Assistance Longevity Pay And More! Chance to do work you are passionate about Job Security Desire to give back The City of Waco Seeks: An experienced and highly skilled Senior Financial Analyst to join our team! As a Senior Financial Analyst, you will be responsible for performing a wide range of accounting, technical review, and analysis functions, ensuring the accuracy and integrity of our financial records and reports. This critical role requires strong analytical and problem-solving skills, attention to detail, and excellent communication abilities. If you have a passion for numbers, a keen eye for detail, and a strong understanding of financial principles, we encourage you to apply! Position Overview: Under basic supervision, performs a wide range of accounting, technical review and financial analysis functions and maintains the integrity of the City's accounting system for the Finance Department; assists with financial reporting in compliance with state and federal regulations, City policies and procedures and government accounting standards. Required: Bachelor's Degree in Finance, Accounting, Business Administration, or related field 4 years experience in finance, accounting, or budgeting OR an equivalent combination of education and related experience Must possess a valid Texas Driver’s License Specific technical certifications and training may be required upon hire Essential Functions: P erforms a wide range of accounting, technical review, and analysis functions; reviews and approves technical documents and posts accounting journal entries; performs duties within the scope of authority and training; duties may vary according to the job assignment. Reviews and reconciles accounting transactions; reviews financial and accounting records, assures fund integrity, corrects errors, and resolves accounting issues according to City policies. Monitors accounting documents for accuracy, completeness, and compliance with federal, state, and City policies and practices. Assists City staff and explains accounting rules, policies, and procedures; researches financial and technical issues and resolves problems within the scope of authority. Updates and maintains various accounting systems; transfers and transmits funds, invests available funds, and maintains liquidity of assigned funds; develops specialized financial spreadsheets as needed. Collects and evaluates financial, technical, and administrative information and compiles data for reports. Manages the capital projects fund, special and grant fund accounts as assigned; updates and maintains statistical information, financial reports, and related documents. Researches accounting issues and evaluates and analyzes financial data and trends; reviews and evaluates records, technical documents, and ledgers for accuracy and compliance to policies. Assist with the development and preparation of internal and external financial reports. P repares status reports and effectively communicates financial issues. The City of Waco offers a complete benefits package for eligible employees including; health, dental, vision, Employee Assistance Program (EAP), Flexible Spending Accounts, life insurance, long term and short term disability, retirement, deferred compensation plans, holidays, vacation, sick leave, credit union and savings bonds. To learn more about the benefits offered, visit our Benefits page .
Jul 14, 2024
Full Time
Summary Minimum Starting Salary: $64,594 - Depending on Qualifications Why Work for Waco: Meaningful and challenging work Make a difference and improve communities Competitive Salary and Benefits Full Range of Benefits including Health, Dental, Vision, Disability and Life Insurance Retirement Plan with a 2:1 City Match Education Assistance Program Paid Parental Leave Employee Assistance Longevity Pay And More! Chance to do work you are passionate about Job Security Desire to give back The City of Waco Seeks: An experienced and highly skilled Senior Financial Analyst to join our team! As a Senior Financial Analyst, you will be responsible for performing a wide range of accounting, technical review, and analysis functions, ensuring the accuracy and integrity of our financial records and reports. This critical role requires strong analytical and problem-solving skills, attention to detail, and excellent communication abilities. If you have a passion for numbers, a keen eye for detail, and a strong understanding of financial principles, we encourage you to apply! Position Overview: Under basic supervision, performs a wide range of accounting, technical review and financial analysis functions and maintains the integrity of the City's accounting system for the Finance Department; assists with financial reporting in compliance with state and federal regulations, City policies and procedures and government accounting standards. Required: Bachelor's Degree in Finance, Accounting, Business Administration, or related field 4 years experience in finance, accounting, or budgeting OR an equivalent combination of education and related experience Must possess a valid Texas Driver’s License Specific technical certifications and training may be required upon hire Essential Functions: P erforms a wide range of accounting, technical review, and analysis functions; reviews and approves technical documents and posts accounting journal entries; performs duties within the scope of authority and training; duties may vary according to the job assignment. Reviews and reconciles accounting transactions; reviews financial and accounting records, assures fund integrity, corrects errors, and resolves accounting issues according to City policies. Monitors accounting documents for accuracy, completeness, and compliance with federal, state, and City policies and practices. Assists City staff and explains accounting rules, policies, and procedures; researches financial and technical issues and resolves problems within the scope of authority. Updates and maintains various accounting systems; transfers and transmits funds, invests available funds, and maintains liquidity of assigned funds; develops specialized financial spreadsheets as needed. Collects and evaluates financial, technical, and administrative information and compiles data for reports. Manages the capital projects fund, special and grant fund accounts as assigned; updates and maintains statistical information, financial reports, and related documents. Researches accounting issues and evaluates and analyzes financial data and trends; reviews and evaluates records, technical documents, and ledgers for accuracy and compliance to policies. Assist with the development and preparation of internal and external financial reports. P repares status reports and effectively communicates financial issues. The City of Waco offers a complete benefits package for eligible employees including; health, dental, vision, Employee Assistance Program (EAP), Flexible Spending Accounts, life insurance, long term and short term disability, retirement, deferred compensation plans, holidays, vacation, sick leave, credit union and savings bonds. To learn more about the benefits offered, visit our Benefits page .
Port of Oakland
Oakland, California, United States
Job Description *** All completed applications for this position must be submitted online no later than 5:00 PM (PT), on the closing date of the recruitment. PAPER APPLICATIONS WILL NOT BE ACCEPTED . Please follow all submission instructions to ensure your application is complete. Resumes will not be accepted in lieu of online applications, therefore, it is important for online applications to be completed fully. Late applications will not be accepted beyond the closing time and date for any reason, including any technical issues, such as system, browser, or computer failures, etc. *** The Port is currently recruiting for the position of Port Senior Financial Analyst. Under direction, the Port Senior Financial Analyst provides highly responsible and complex financial analyses; performs complex budgetary, rate setting, systems and operational analyses; supervises, plans and coordinates budgeting and financial planning activities; provides personnel management assistance; makes recommendations on a variety of management functions; supervises assigned staff, coordinates assigned activities with other Port divisions, departments and outside agencies; and performs other related duties as required. Examples of Duties Any one position may not include all the duties listed, nor do the examples cover all the duties which may be performed. Incumbent may perform other related duties at the equivalent level. Plans and directs the work of staff in recording and maintaining control of accounting transactions involving a wide variety of accounts including purchasing activities, payment of claims, payroll processing, allocating job costs to appropriate accounts, revenue activities, cash management, capital funding and other fiscal and accounting records. Prepares complex financial, fiscal and budget forecasts. Prepares and develops instructions, report formats and automated support programs to assist Port departments with monitoring accounts receivable and credit and collection activities. Assigns, monitors and supervises the work of subordinate staff; designs and coordinates the training of unit staff; participates in selection and hiring of staff; conducts performance evaluations; recommends merit step awards or disciplinary action as appropriate. Monitors and analyzes receivables portfolios and payment patterns. Prepares and analyzes flow projections and recommends options to enhance cash flow and minimize loss in credit and collections. Meets with management as needed to secure data related to the development and monitoring of credit and collections strategies, informs management of problem accounts and assists management with identifying options to address delinquencies and overpayments. Performs various studies, as needed, which may involve analyses of financial information, accounting records, statistics and systems; gathers information relating to tenant and customer assets, liabilities and insurance. Develops and maintains close effective working relationships with the Port's maritime, aviation and commercial real estate tenants; maintains contacts and negotiates with Port tenants and customers for purposes of making arrangements to bring their accounts current. Responsible for the development and installation of procedures and policies to achieve stated goals and objectives. Analyzes work flow within the section and implements changes relating to work processes; designs procedures and methods for maintaining accounting and internal controls. Participates in the development and implementation of fiscal and accounting procedures and methods. Performs necessary functions as a contact for coordinating and facilitating the requirements of outside auditors; responds to inquiries of auditors. Reviews, prepares and oversees the preparation of fiscal and accounting reports, documents, and transactions for conformance with established procedures and control; supervises the maintenance of general ledgers and journals. Reviews related financial statements and reports; prepares analyses of the information and provides recommendations to management concerning the financial impact of the data. Provides leadership, training and guidance to Port staff. Performs related duties as assigned. Minimum Qualifications EDUCATION AND EXPERIENCE This classification requires a combination of education and experience reflecting possession of the required knowledge, skills, and abilities. A typical combination would include possession of a bachelor's degree from an accredited college or university in finance, accounting, business administration or a related field AND four years of increasingly responsible professional experience in the financial area, two of which should have been in either financial and budget analysis, credit and collections or accounting. A master’s degree in business or public administration, finance or other related field is highly desirable. KNOWLEDGE, SKILLS, AND ABILITIES To perform the typical tasks and duties of the position successfully, the knowledge, skills and/or abilities listed below are required. Knowledge of: Accounting principles and practices, including automated data processing accounting systems and cataloging principles. City Charter, Board Resolutions and Ordinances, agreements, tariff codes, contractual arrangements, and rules and regulations of outside organizations and government agencies affecting the accounting and financing functions of the Port. Port accounting procedures. Complex research techniques, database development, analytical practices and statistical methods. Organizational structures and financial systems of governmental enterprise agencies. Principles of financial and trend analysis and governmental budgeting. Legal requirements for collection of delinquent accounts, including those in the Uniform Commercial Code. Principles and practices of leadership and effective supervision. Modern office practices, procedures and equipment. Ability to: Conduct and prepare general and detailed analyses pertaining to budget variance, budget projections, budget development, collections, cash flow, delinquent accounts and interest charges. Write accurate and clear correspondence and financial/budget reports. Review and interpret changes in laws and regulations affecting collections and devise recommended policies and procedures related to the changes. Manage, process and query data in a relational database. Handle multiple tasks simultaneously within prescribe time limitations. Use of personal computers, including the development of financial models using word processing, spreadsheet, and database software. Design and install accounting systems and procedures. Supervise and direct subordinate professional and support staff; interpret and enforce administrative/operational polices, practices and procedures; analyze and solve problems of a complex nature. Prepare concise and accurate reports and make recommendations, which may include oral presentations. Develop and implement goals, objectives, policies, and procedures, work standards and internal controls. Exercise sound, independent judgment within general policy guidelines. Establish and maintain effective working relationships with those contacted in the performance of duties and to work as a team. THE SELECTION PROCESS Stage I: Application and Supplemental Questionnaire Evaluation (Pass/Fail) - The first stage in the selection process will consist of an application and supplemental questionnaire appraisal review (pass/fail). Applications submitted without the completed supplemental questionnaire will be deemed incomplete and not given further consideration. Meeting the minimum qualifications does not guarantee advancement to the next stage. Only the most suitably qualified candidates will be invited to Stage II. Stage II: Assessment Examination (Weighted 100%) - The second stage of the selection process may consist of a combination of job-related situational project exercises and an oral panel interview designed to assess technical knowledge and any additional other KSAs. Job-related situational project exercises may consist of written exercises, performance exercises or other situational exercises that would assess the KSAs. The Assessment Examination is designed to test your overall aptitude for the position. Candidates must achieve a scale score of 70 or more on this examination to be placed on the eligible list for employment consideration . The Port of Oakland reserves the right to modify the selection process as necessary to conform to administrative or business necessity. ADVISORIES Immigration and Reform Control Act: In compliance with the Immigration and Reform Act of 1986, the Port of Oakland will only hire individuals who are legally authorized to work in the United States. Social Security card must be presented, and the name on it must match the name on the application. Americans with Disabilities (“ADA”): In compliance with State and Federal Laws, the Port will employ and promote qualified individuals without regard to disability. The Port is committed to making reasonable accommodations in the selection process and in the work environment. Individuals requesting reasonable accommodations during the selection process must notify Nancy Phetdaravanh name at nphetdaravanh@portoakland.com within seven (7) calendar days of the closing date of the job announcement. The Port requires applicants to provide supporting medical documentation to substantiate a request for reasonable accommodation. The Port of Oakland is an Equal Opportunity Employer Additional Requirements Possession of a valid California Class C driver license at the time and for the duration of appointment. Willingness to work overtime in the evenings, weekends, and holidays. The Port of Oakland requires each incumbent to successfully complete a Transportation Security Administration (“TSA”) background check, which will include a fingerprint-based Criminal History Records Check (“CHRC”) and a Security Threat Assessment (“STA”), prior to being considered for this position. This status must be maintained for the duration of employment at the Port. The Port of Oakland'sbenefit program ranks among the best in the region for public jurisdictions and is designed to reward performance and promote a balanced lifestyle, both at the workplace and away from the workplace, for its employees and their families. The Port is committed to the health and well-being of its employees and has been recognized as a FIT-Friendly Employer by the American Heart Association. The Port is part of the California Public Employees Retirement System (CalPERS). CalPERS is a defined pension provided to regular full-time employees that work for the Port. The CalPERS defined pension is based on predetermined formula that factors in an employee's earnings history, tenure of service and age. The retirement formula for new hires is 2% at 62 years of age or 2.5% at 55 for with other CalPERS service and/or reciprocity. The Port offers retiree medical benefits for employees and dependents after 10 years of CalPERS service (including 5 years at the Port). The Port pays 100% of the premium cost for employees and dependent health insurance coverage not to exceed the Kaiser-HMO Family Plan; cash in lieu of medical benefit is also available. The Port pays 100% of the premium cost for dental and vision coverage. The Port pays 100% of the premium cost for Long Term Disability (LTD) coverage and reimburses employees for the State Disability Insurance. The Port pays 100% of the premium cost for life insurance at one-time annual salary with certain limits. The Port offers aDeferred Compensation Plan allowing employees to save and invest money for retirement with tax benefits. Time Away from Work From 2 to 5 weeks of vacation depending on years of employment at the Port. 10 days of management leave for employees exempt from the Fair Labor Standards Act (FLSA). 1 paid Floating Holiday per year. 12 days of sick leave per year after three months of employment which includes 4 days of personal leave. 13paid holidays as well as the second half of the shift on December 24 and December 31. Closing Date/Time: 7/29/2024 5:00 PM Pacific
Jul 06, 2024
Full Time
Job Description *** All completed applications for this position must be submitted online no later than 5:00 PM (PT), on the closing date of the recruitment. PAPER APPLICATIONS WILL NOT BE ACCEPTED . Please follow all submission instructions to ensure your application is complete. Resumes will not be accepted in lieu of online applications, therefore, it is important for online applications to be completed fully. Late applications will not be accepted beyond the closing time and date for any reason, including any technical issues, such as system, browser, or computer failures, etc. *** The Port is currently recruiting for the position of Port Senior Financial Analyst. Under direction, the Port Senior Financial Analyst provides highly responsible and complex financial analyses; performs complex budgetary, rate setting, systems and operational analyses; supervises, plans and coordinates budgeting and financial planning activities; provides personnel management assistance; makes recommendations on a variety of management functions; supervises assigned staff, coordinates assigned activities with other Port divisions, departments and outside agencies; and performs other related duties as required. Examples of Duties Any one position may not include all the duties listed, nor do the examples cover all the duties which may be performed. Incumbent may perform other related duties at the equivalent level. Plans and directs the work of staff in recording and maintaining control of accounting transactions involving a wide variety of accounts including purchasing activities, payment of claims, payroll processing, allocating job costs to appropriate accounts, revenue activities, cash management, capital funding and other fiscal and accounting records. Prepares complex financial, fiscal and budget forecasts. Prepares and develops instructions, report formats and automated support programs to assist Port departments with monitoring accounts receivable and credit and collection activities. Assigns, monitors and supervises the work of subordinate staff; designs and coordinates the training of unit staff; participates in selection and hiring of staff; conducts performance evaluations; recommends merit step awards or disciplinary action as appropriate. Monitors and analyzes receivables portfolios and payment patterns. Prepares and analyzes flow projections and recommends options to enhance cash flow and minimize loss in credit and collections. Meets with management as needed to secure data related to the development and monitoring of credit and collections strategies, informs management of problem accounts and assists management with identifying options to address delinquencies and overpayments. Performs various studies, as needed, which may involve analyses of financial information, accounting records, statistics and systems; gathers information relating to tenant and customer assets, liabilities and insurance. Develops and maintains close effective working relationships with the Port's maritime, aviation and commercial real estate tenants; maintains contacts and negotiates with Port tenants and customers for purposes of making arrangements to bring their accounts current. Responsible for the development and installation of procedures and policies to achieve stated goals and objectives. Analyzes work flow within the section and implements changes relating to work processes; designs procedures and methods for maintaining accounting and internal controls. Participates in the development and implementation of fiscal and accounting procedures and methods. Performs necessary functions as a contact for coordinating and facilitating the requirements of outside auditors; responds to inquiries of auditors. Reviews, prepares and oversees the preparation of fiscal and accounting reports, documents, and transactions for conformance with established procedures and control; supervises the maintenance of general ledgers and journals. Reviews related financial statements and reports; prepares analyses of the information and provides recommendations to management concerning the financial impact of the data. Provides leadership, training and guidance to Port staff. Performs related duties as assigned. Minimum Qualifications EDUCATION AND EXPERIENCE This classification requires a combination of education and experience reflecting possession of the required knowledge, skills, and abilities. A typical combination would include possession of a bachelor's degree from an accredited college or university in finance, accounting, business administration or a related field AND four years of increasingly responsible professional experience in the financial area, two of which should have been in either financial and budget analysis, credit and collections or accounting. A master’s degree in business or public administration, finance or other related field is highly desirable. KNOWLEDGE, SKILLS, AND ABILITIES To perform the typical tasks and duties of the position successfully, the knowledge, skills and/or abilities listed below are required. Knowledge of: Accounting principles and practices, including automated data processing accounting systems and cataloging principles. City Charter, Board Resolutions and Ordinances, agreements, tariff codes, contractual arrangements, and rules and regulations of outside organizations and government agencies affecting the accounting and financing functions of the Port. Port accounting procedures. Complex research techniques, database development, analytical practices and statistical methods. Organizational structures and financial systems of governmental enterprise agencies. Principles of financial and trend analysis and governmental budgeting. Legal requirements for collection of delinquent accounts, including those in the Uniform Commercial Code. Principles and practices of leadership and effective supervision. Modern office practices, procedures and equipment. Ability to: Conduct and prepare general and detailed analyses pertaining to budget variance, budget projections, budget development, collections, cash flow, delinquent accounts and interest charges. Write accurate and clear correspondence and financial/budget reports. Review and interpret changes in laws and regulations affecting collections and devise recommended policies and procedures related to the changes. Manage, process and query data in a relational database. Handle multiple tasks simultaneously within prescribe time limitations. Use of personal computers, including the development of financial models using word processing, spreadsheet, and database software. Design and install accounting systems and procedures. Supervise and direct subordinate professional and support staff; interpret and enforce administrative/operational polices, practices and procedures; analyze and solve problems of a complex nature. Prepare concise and accurate reports and make recommendations, which may include oral presentations. Develop and implement goals, objectives, policies, and procedures, work standards and internal controls. Exercise sound, independent judgment within general policy guidelines. Establish and maintain effective working relationships with those contacted in the performance of duties and to work as a team. THE SELECTION PROCESS Stage I: Application and Supplemental Questionnaire Evaluation (Pass/Fail) - The first stage in the selection process will consist of an application and supplemental questionnaire appraisal review (pass/fail). Applications submitted without the completed supplemental questionnaire will be deemed incomplete and not given further consideration. Meeting the minimum qualifications does not guarantee advancement to the next stage. Only the most suitably qualified candidates will be invited to Stage II. Stage II: Assessment Examination (Weighted 100%) - The second stage of the selection process may consist of a combination of job-related situational project exercises and an oral panel interview designed to assess technical knowledge and any additional other KSAs. Job-related situational project exercises may consist of written exercises, performance exercises or other situational exercises that would assess the KSAs. The Assessment Examination is designed to test your overall aptitude for the position. Candidates must achieve a scale score of 70 or more on this examination to be placed on the eligible list for employment consideration . The Port of Oakland reserves the right to modify the selection process as necessary to conform to administrative or business necessity. ADVISORIES Immigration and Reform Control Act: In compliance with the Immigration and Reform Act of 1986, the Port of Oakland will only hire individuals who are legally authorized to work in the United States. Social Security card must be presented, and the name on it must match the name on the application. Americans with Disabilities (“ADA”): In compliance with State and Federal Laws, the Port will employ and promote qualified individuals without regard to disability. The Port is committed to making reasonable accommodations in the selection process and in the work environment. Individuals requesting reasonable accommodations during the selection process must notify Nancy Phetdaravanh name at nphetdaravanh@portoakland.com within seven (7) calendar days of the closing date of the job announcement. The Port requires applicants to provide supporting medical documentation to substantiate a request for reasonable accommodation. The Port of Oakland is an Equal Opportunity Employer Additional Requirements Possession of a valid California Class C driver license at the time and for the duration of appointment. Willingness to work overtime in the evenings, weekends, and holidays. The Port of Oakland requires each incumbent to successfully complete a Transportation Security Administration (“TSA”) background check, which will include a fingerprint-based Criminal History Records Check (“CHRC”) and a Security Threat Assessment (“STA”), prior to being considered for this position. This status must be maintained for the duration of employment at the Port. The Port of Oakland'sbenefit program ranks among the best in the region for public jurisdictions and is designed to reward performance and promote a balanced lifestyle, both at the workplace and away from the workplace, for its employees and their families. The Port is committed to the health and well-being of its employees and has been recognized as a FIT-Friendly Employer by the American Heart Association. The Port is part of the California Public Employees Retirement System (CalPERS). CalPERS is a defined pension provided to regular full-time employees that work for the Port. The CalPERS defined pension is based on predetermined formula that factors in an employee's earnings history, tenure of service and age. The retirement formula for new hires is 2% at 62 years of age or 2.5% at 55 for with other CalPERS service and/or reciprocity. The Port offers retiree medical benefits for employees and dependents after 10 years of CalPERS service (including 5 years at the Port). The Port pays 100% of the premium cost for employees and dependent health insurance coverage not to exceed the Kaiser-HMO Family Plan; cash in lieu of medical benefit is also available. The Port pays 100% of the premium cost for dental and vision coverage. The Port pays 100% of the premium cost for Long Term Disability (LTD) coverage and reimburses employees for the State Disability Insurance. The Port pays 100% of the premium cost for life insurance at one-time annual salary with certain limits. The Port offers aDeferred Compensation Plan allowing employees to save and invest money for retirement with tax benefits. Time Away from Work From 2 to 5 weeks of vacation depending on years of employment at the Port. 10 days of management leave for employees exempt from the Fair Labor Standards Act (FLSA). 1 paid Floating Holiday per year. 12 days of sick leave per year after three months of employment which includes 4 days of personal leave. 13paid holidays as well as the second half of the shift on December 24 and December 31. Closing Date/Time: 7/29/2024 5:00 PM Pacific
Texas Tech University Health Sciences Center
Odessa, TX
Financial Analyst I Odessa 38188BR Position Description Performs central accounting and financial analysis functions according to established procedures. Major/Essential Functions Prepare and analyze yearly financial reports for expected revenue and expenses. Monitor report trends and variances, including financial reporting for TIPPS program. Serve as backup for TCP exporting, (Payroll) Estimate and compile Uncompensated Care Reports for end of the year filing. Budget and forecast planning for hospital support. Aid departments in financial planning with their local funds. Required Qualifications Bachelor's degree and 1 year of experience OR combination of education and experience to equal 5 years. To apply, please visit: https://sjobs.brassring.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25898&siteid=5283&PageType=JobDetails&jobid=869230 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, disability, genetic information or status as a protected veteran. The Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act is a federal statute requiring colleges and universities participating in federal financial aid programs to maintain and disclose campus crime statistics and security information. By October 1 of each year, institutions must publish and distribute their Annual Campus Security Policy & Crime Statistics Report (ASR) to current and prospective students and employees. You can locate this report through our website at: https://www.ttuhsc.edu/emergency/clery-report.aspx. Copyright 2024 Jobelephant.com Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-95e7450a7e0fca4db42ec9b60a276d6b
Jul 18, 2024
Full Time
Financial Analyst I Odessa 38188BR Position Description Performs central accounting and financial analysis functions according to established procedures. Major/Essential Functions Prepare and analyze yearly financial reports for expected revenue and expenses. Monitor report trends and variances, including financial reporting for TIPPS program. Serve as backup for TCP exporting, (Payroll) Estimate and compile Uncompensated Care Reports for end of the year filing. Budget and forecast planning for hospital support. Aid departments in financial planning with their local funds. Required Qualifications Bachelor's degree and 1 year of experience OR combination of education and experience to equal 5 years. To apply, please visit: https://sjobs.brassring.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25898&siteid=5283&PageType=JobDetails&jobid=869230 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, disability, genetic information or status as a protected veteran. The Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act is a federal statute requiring colleges and universities participating in federal financial aid programs to maintain and disclose campus crime statistics and security information. By October 1 of each year, institutions must publish and distribute their Annual Campus Security Policy & Crime Statistics Report (ASR) to current and prospective students and employees. You can locate this report through our website at: https://www.ttuhsc.edu/emergency/clery-report.aspx. Copyright 2024 Jobelephant.com Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-95e7450a7e0fca4db42ec9b60a276d6b
Minimum Qualifications Education and/or Equivalent Experience: Graduation with a Bachelor’s degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics, plus four (4) years of experience in a related field. Graduation with a Master’s degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field from an accredited college or university may be substituted for two (2) years of experience. A five (5) year accounting (MAcy) degree or CPA designation may be substituted for one (1) year of experience. Licenses and Certifications Required: None. Notes to Applicants The Housing Department partners with the community to shape a more equitable Austin and to prevent the displacement of people and services through the use of affordable housing resources. The programs administered by the Housing Department are specifically designed to assist low- to moderate-income residents in Austin, with an emphasis on housing and community development. The Financial Analyst III provides support to meet federal reporting requirements for the Housing Department. The position has direct oversight of the department’s production goals and performance measures to meet local Budget Office requirements as well as federal funding agencies. The position directly supports the Financial Manager II to develop the annual City Budget. The position also provides support of the departments long-term monitoring of affordable units. Please be sure to detail on the application all previous employment that you wish to be considered as part of your qualifications. A detailed, complete employment application helps us to better evaluate your qualifications and will be used to determine salary if you are selected for this position. You must provide job titles and employment dates for all jobs you wish to be considered and contact information for previous employers. A résumé is required but will not substitute for a completed employment application. A cover letter is also required. In the cover letter, candidates should describe in concise detail, their interest in this position and highlight any prior experience that is relevant to this position. Pay Range $33.05 - $42.14 Hours Monday - Friday; 8:00 a.m. to 5:00 p.m. Some evenings and weekends as needed to meet business needs. Flexible work arrangements, not to exceed 50 percent of the pay period, may be available. Work schedules are implemented to support business and operational needs and are subject to change. Job Close Date 08/13/2024 Type of Posting Reserved for City Employees Department Housing Department Regular/Temporary Regular Grant Funded or Pooled Position Not Applicable Category Professional Location 1000 East 11th Street, Austin Tx. 78702 Preferred Qualifications Preferred Experience: Budget development, to include multiple funding types such as general fund, special revenue funds, capital funds and grant funds. Performance measure development and tracking. Federal grant reporting experience. Asset and contract monitoring experience. Creative writing and budget narrative development. Duties, Functions and Responsibilities Essential duties and functions, pursuant to the Americans with Disabilities Act, may include the following. Other related duties may be assigned. Assists with development of the operating or CIP budget for the department. Performs budget analysis by implementing the organization’s budget process system, providing guidance and recommendations to management in the development and completion of their budgets; finalizing the organizations budget; and monitoring the budget by preparing or reviewing current year estimates and budget variance reports, reporting on budget variances; reviewing budget forecasts; and reviewing current and historical budget information and data. Prepares financial analysis, periodic, and ad-hoc reports by researching, compiling, monitoring, and summarizing current and historical financial information and data, reporting on variances and trends, and compiling financial information from various financial systems. Performs debt administration by monitoring debt service schedules. Provides financial support and monitors CIP projects. Processes and tracks task orders and other project requirements in eCAPRIS and other financial systems. Assists with the development of department’s Business Plan and forecast. Prepares fund summaries to keep management abreast of the financial conditions of the department. Develops and maintains computer spreadsheets models and databases to support project data analysis and financial reporting. Reviews and approves accounting and financial transactions by verifying documentation and accurately completing transactions. Reviews documentation and funding information for accuracy and ensures that transactions are processed in accordance with City policy, applicable laws and regulations, and sound business practices. Assists departments and other customers by providing procedural and financial information and guidance with financial systems. Researches and provides information requested by City Council, City management, boards and commissions, vendors, the public, regulatory agencies, and other City offices. Monitors State and Federal regulatory processes and provides guidance to the department regarding the financial impact of new and/or proposed legislation, regulations, and standards. Responsibilities - Supervision and/or Leadership Exercised: May provide leadership, work assignments, evaluation, training, and guidance to others. Knowledge, Skills and Abilities Must possess required knowledge, skills, abilities, and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed. Knowledge of the processes and theories used for public budgetary and financial policies. Knowledge of accounting practices and concepts. Knowledge of internal control systems. Knowledge of preferred business practices. Knowledge of manual and automated financial systems. Knowledge of financial and budget reporting. Skill in designing and maintaining complex spreadsheet and database models and utilizing word processing and presentation software. Skill in effective oral and written communications. Skill in analyzing and interpreting financial records. Skill in gathering, analyzing, and presenting data to provide accurate information for management’s use. Ability to resolve problems or situations that requires the exercising of good judgment. Ability to prepare accurate and complex financial reports. Ability to establish and maintain good working relationships with other City employees and the public. Criminal Background Investigation This position has been approved for a Criminal Background Investigation. EEO/ADA City of Austin is committed to compliance with the Americans with Disabilities Act. If you require reasonable accommodation during the application process or have a question regarding an essential job function, please call (512) 974-3210 or Texas Relay by dialing 7-1-1. The City of Austin will not discriminate against any applicant or employee based on race, creed, color, national origin, sex, gender identity, age, religion, veteran status, disability, or sexual orientation. In addition, the City will not discriminate in employment decisions on the basis of an individual’s AIDS , AIDS Related Complex, or HIV status; nor will the City discriminate against individuals who are perceived to be at risk of HIV infection, or who associate with individuals who are believed to be at risk. Information For City Employees: If you are an employee within the department, are in good standing and meet both the minimum and preferred qualifications, then you will receive an initial interview. Supplemental Questions Required fields are indicated with an asterisk (*). * The Financial Analyst III position requires minimum qualifications of a Bachelor Degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics plus four (4) years’ experience in a related field. A Master’s degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field may be substituted for 2 years’ experience. A five (5) year accounting (MAcy) degree or CPA designation may be substituted for 1 years’ experience. Do you meet the minimum qualifications for this position as described? Yes No * Are you a current City of Austin employee? Yes No * Please describe your budget development and oversight experience (Open Ended Question) * Describe your experience with reporting, including federal reporting. (Open Ended Question) * Please describe your role in developing, tracking and analyzing performance measures for an entity. If you do not have experience in this area, please list N/A. (Open Ended Question) * This position requires a criminal background investigation (CBI). By selecting the following, you are acknowledging that you understand if you are selected as a top candidate for this position, you will need a successful CBI to be hired. I acknowledge and understand this position requires a Criminal Background Investigation. * Briefly summarize your experience performing asset and contract monitoring activities. (Open Ended Question) Optional & Required Documents Required Documents Resume Optional Documents Cover Letter
Jul 23, 2024
Full Time
Minimum Qualifications Education and/or Equivalent Experience: Graduation with a Bachelor’s degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics, plus four (4) years of experience in a related field. Graduation with a Master’s degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field from an accredited college or university may be substituted for two (2) years of experience. A five (5) year accounting (MAcy) degree or CPA designation may be substituted for one (1) year of experience. Licenses and Certifications Required: None. Notes to Applicants The Housing Department partners with the community to shape a more equitable Austin and to prevent the displacement of people and services through the use of affordable housing resources. The programs administered by the Housing Department are specifically designed to assist low- to moderate-income residents in Austin, with an emphasis on housing and community development. The Financial Analyst III provides support to meet federal reporting requirements for the Housing Department. The position has direct oversight of the department’s production goals and performance measures to meet local Budget Office requirements as well as federal funding agencies. The position directly supports the Financial Manager II to develop the annual City Budget. The position also provides support of the departments long-term monitoring of affordable units. Please be sure to detail on the application all previous employment that you wish to be considered as part of your qualifications. A detailed, complete employment application helps us to better evaluate your qualifications and will be used to determine salary if you are selected for this position. You must provide job titles and employment dates for all jobs you wish to be considered and contact information for previous employers. A résumé is required but will not substitute for a completed employment application. A cover letter is also required. In the cover letter, candidates should describe in concise detail, their interest in this position and highlight any prior experience that is relevant to this position. Pay Range $33.05 - $42.14 Hours Monday - Friday; 8:00 a.m. to 5:00 p.m. Some evenings and weekends as needed to meet business needs. Flexible work arrangements, not to exceed 50 percent of the pay period, may be available. Work schedules are implemented to support business and operational needs and are subject to change. Job Close Date 08/13/2024 Type of Posting Reserved for City Employees Department Housing Department Regular/Temporary Regular Grant Funded or Pooled Position Not Applicable Category Professional Location 1000 East 11th Street, Austin Tx. 78702 Preferred Qualifications Preferred Experience: Budget development, to include multiple funding types such as general fund, special revenue funds, capital funds and grant funds. Performance measure development and tracking. Federal grant reporting experience. Asset and contract monitoring experience. Creative writing and budget narrative development. Duties, Functions and Responsibilities Essential duties and functions, pursuant to the Americans with Disabilities Act, may include the following. Other related duties may be assigned. Assists with development of the operating or CIP budget for the department. Performs budget analysis by implementing the organization’s budget process system, providing guidance and recommendations to management in the development and completion of their budgets; finalizing the organizations budget; and monitoring the budget by preparing or reviewing current year estimates and budget variance reports, reporting on budget variances; reviewing budget forecasts; and reviewing current and historical budget information and data. Prepares financial analysis, periodic, and ad-hoc reports by researching, compiling, monitoring, and summarizing current and historical financial information and data, reporting on variances and trends, and compiling financial information from various financial systems. Performs debt administration by monitoring debt service schedules. Provides financial support and monitors CIP projects. Processes and tracks task orders and other project requirements in eCAPRIS and other financial systems. Assists with the development of department’s Business Plan and forecast. Prepares fund summaries to keep management abreast of the financial conditions of the department. Develops and maintains computer spreadsheets models and databases to support project data analysis and financial reporting. Reviews and approves accounting and financial transactions by verifying documentation and accurately completing transactions. Reviews documentation and funding information for accuracy and ensures that transactions are processed in accordance with City policy, applicable laws and regulations, and sound business practices. Assists departments and other customers by providing procedural and financial information and guidance with financial systems. Researches and provides information requested by City Council, City management, boards and commissions, vendors, the public, regulatory agencies, and other City offices. Monitors State and Federal regulatory processes and provides guidance to the department regarding the financial impact of new and/or proposed legislation, regulations, and standards. Responsibilities - Supervision and/or Leadership Exercised: May provide leadership, work assignments, evaluation, training, and guidance to others. Knowledge, Skills and Abilities Must possess required knowledge, skills, abilities, and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed. Knowledge of the processes and theories used for public budgetary and financial policies. Knowledge of accounting practices and concepts. Knowledge of internal control systems. Knowledge of preferred business practices. Knowledge of manual and automated financial systems. Knowledge of financial and budget reporting. Skill in designing and maintaining complex spreadsheet and database models and utilizing word processing and presentation software. Skill in effective oral and written communications. Skill in analyzing and interpreting financial records. Skill in gathering, analyzing, and presenting data to provide accurate information for management’s use. Ability to resolve problems or situations that requires the exercising of good judgment. Ability to prepare accurate and complex financial reports. Ability to establish and maintain good working relationships with other City employees and the public. Criminal Background Investigation This position has been approved for a Criminal Background Investigation. EEO/ADA City of Austin is committed to compliance with the Americans with Disabilities Act. If you require reasonable accommodation during the application process or have a question regarding an essential job function, please call (512) 974-3210 or Texas Relay by dialing 7-1-1. The City of Austin will not discriminate against any applicant or employee based on race, creed, color, national origin, sex, gender identity, age, religion, veteran status, disability, or sexual orientation. In addition, the City will not discriminate in employment decisions on the basis of an individual’s AIDS , AIDS Related Complex, or HIV status; nor will the City discriminate against individuals who are perceived to be at risk of HIV infection, or who associate with individuals who are believed to be at risk. Information For City Employees: If you are an employee within the department, are in good standing and meet both the minimum and preferred qualifications, then you will receive an initial interview. Supplemental Questions Required fields are indicated with an asterisk (*). * The Financial Analyst III position requires minimum qualifications of a Bachelor Degree from an accredited college or university with major course work in a field related to Finance, Accounting, or Economics plus four (4) years’ experience in a related field. A Master’s degree in Finance, Accounting, Economics, Business or Public Administration or other relevant field may be substituted for 2 years’ experience. A five (5) year accounting (MAcy) degree or CPA designation may be substituted for 1 years’ experience. Do you meet the minimum qualifications for this position as described? Yes No * Are you a current City of Austin employee? Yes No * Please describe your budget development and oversight experience (Open Ended Question) * Describe your experience with reporting, including federal reporting. (Open Ended Question) * Please describe your role in developing, tracking and analyzing performance measures for an entity. If you do not have experience in this area, please list N/A. (Open Ended Question) * This position requires a criminal background investigation (CBI). By selecting the following, you are acknowledging that you understand if you are selected as a top candidate for this position, you will need a successful CBI to be hired. I acknowledge and understand this position requires a Criminal Background Investigation. * Briefly summarize your experience performing asset and contract monitoring activities. (Open Ended Question) Optional & Required Documents Required Documents Resume Optional Documents Cover Letter
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 Financial Analyst to fill one (1) current vacancy in our Finance Department . The eligibility list established may be used to fill upcoming vacancies within this classification for up to one (1) year. THE POSITION The ideal candidate will have prior municipal government experience conducting complex and varied financial analysis, including developing a multiyear budget with meaningful cost and revenue projections serving as the platform for long-term financial strategic planning. DEFINITION Under direction, performs professional tasks in support of the City's financial management operations; prepares a diverse range of financial reports; reviews and evaluates departmental budget development and administration requests to ensure compliance with City budgetary policies, procedures, and established guidelines; reconciles complex financial transactions, and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives direction from the Finance Manager. Exercises no direct supervision over staff. CLASS CHARACTERISTICS This journey-level classification is responsible for performing the full range of professional duties in support of the City's financial management operations, working independently, and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. ESSENTIAL FUNCTIONS Performs professional tasks in support of the City's financial management operations; prepares a variety of analyses such as revenue and expenditures, variances, personnel costs, and related fiscal documents; develops revenue estimates and financial projections; documents assumptions; conducts sensitivity studies; develops and prepares recommendations Prepares and/or assists in the preparation of, a diverse range of financial reports, including grant reporting, expenditure/revenue budget to actual comparison, monthly fiscal reports, the City's Annual Comprehensive Financial Report (ACFR), and other periodic financial reports Conducts analysis of proposals; identifies issues and opportunities; assists with the development of alternative scenarios to improve service levels and lower costs Explains budgeting guidelines to departmental managers; participates in the review and evaluation of requests to ensure compliance with City policies, procedures, and established guidelines; responds to questions, provides information and support to departments Coordinates and/or initiates budget adjustments of departmental budgets and revenue estimates, as well as maintenance/updates of the budget financial system and related informational reports Participates in the preparation, review, evaluation, and monitoring of capital improvement program (CIP) plans and budgets; monitors and updates operating and capital budget adjustments and funding changes; reviews CIP requests for financial compliance Performs financial analysis and statistical computations for various financial models and cost allocation plans; prepares periodic and ad-hoc financial reports as assigned; researches and answers financial and budget inquiries submitted by staff, City management, citizens, other governmental agencies, and the City Council Prepares journal entries and reconciliations for complex accounting transactions such as debt issuance and refunding, capital assets acquisition, and related transactions; works with contractors, bond counsel, and fiscal intermediaries on various required year-end schedules, reports, and bond financing Provides assistance to department management, other City staff, and the public regarding fiscal or operational issues, policies, or procedures Participates in or directs and monitors assigned projects related to debt management, treasury management, and investments; performs research and statistical analysis; prepares and presents reports of findings and recommends appropriate action Provides assistance in the enhancement of the City's core financial system, including implementing new modules and re-configuring existing applications Compiles information and works with external parties/outside agencies on various City-wide financial audits; may lead and/or conduct audits Prepares and submits City Council agenda reports and various other commission, committee, and staff reports, resolutions, ordinances, and correspondence regarding assigned activities Prepares cost estimates for labor relations Observes and complies with City and mandated safety rules, regulations, and protocols Performs other duties as assigned Minimum Qualifications EDUCATION AND EXPERIENCE A typical way to obtain the required qualifications would be: Equivalent to a bachelor's degree from an accredited college or university with major coursework in accounting, finance, or a related field, and Three (3) years of responsible experience in governmental accounting, finance, or a related field LICENSES AND CERTIFICATIONS Possession of, or ability to obtain and maintain, a valid California Driver's License or other means that would allow for the ability to commute to meetings, conduct site visits, and attend other special events throughout the county may be required at the time of hire Knowledge, Skills and Abilities / Physical Demands and Environmental Conditions KNOWLEDGE OF Principles and practices of municipal financial management including, but not limited to, budget development and administration, debt management, treasury management, investments, auditing, and general accounting Project and/or program management, analytical processes, and report preparation techniques Principles and practices of public agency budget development and administration Methods and techniques for administering sound financial management policies and procedures Organization and management practices as applied to the development, analysis, and evaluation of programs, policies, and operational needs of the assigned area of responsibility Research and financial reporting methods, techniques, and procedures Office of Management and Budget Circular (OMBC) Concepts and techniques of costing as it relates to budgeting, labor relations, and long-range financial planning Principles and techniques for working with groups and fostering effective team interaction to ensure teamwork is conducted smoothly Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to the assigned area of responsibility Operational characteristics of financial management technology systems Complex record-keeping principles and procedures City and mandated safety rules, regulations, and protocols Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed ABILITY TO Perform professional duties in support of the City's financial management programs Assist in developing and implementing goals, objectives, practices, policies, procedures, and work standards Coordinate and oversee budgeting, and financial reporting activities Plan and conduct effective financial and operational studies Conduct research on a wide variety of topics including contract feasibility, budget and staffing proposals, and operational alternatives Analyze, interpret, summarize, and present administrative and technical information and data in an effective manner Prepare clear and concise reports, correspondence, policies, procedures, and other written materials Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to the work performed Effectively represent the department and the City in meetings with governmental agencies; community groups; various business, professional, and regulatory organizations; and in meetings with individuals Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax. Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL CONDITIONS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. Supplemental Information APPLICATION PROCEDURE A City application form and resume must be submitted online. Applicants can apply online at www.MurrietaCA.gov . SELECTION PROCESS Candidates must clearly demonstrate through their application materials that they meet the employment standards outlined above. All properly completed applications will be reviewed, and the most appropriately qualified individuals will be invited to continue in the selection process. Examinations for the position may consist of any combination of appraisal interviews, performance tests, and writing exercises to evaluate the applicant's skill, training, and experience for the position. Successful applicants will be placed on an eligibility list. The City may also merge lists. The selected candidate(s) must successfully complete pre-employment clearances, which include a pre-hire physical and Live Scan background investigation. EQUAL EMPLOYMENT OPPORTUNITY The City of Murrieta is committed to providing equal employment opportunities to all employees and applicants for employment. All employment practices such as recruitment, selection, and promotions are administered in a manner designed to ensure that employees and applicants for employment are not subjected to discrimination on the basis of race, color, religion, sex, sexual orientation, national origin, age (over 40), marital or veteran status, genetic information, gender identity, gender expression, medical condition, disability, or any other basis that is inconsistent with federal, state or local laws. THE COMMUNITY Located just north of San Diego County, the City of Murrieta is home to approximately 120,000 people. Central to all of Southern California, residents of Murrieta live in one of the safest cities in the U.S. With top-ranked schools, 53 parks, and 1,300 acres of parks, trails, and open space, it is consistently ranked the top place to live in SW Riverside County. With a dynamic business environment, one of the lowest unemployment rates in the state, and a high median income. Murrieta offers its residents an exceptional quality of life in an engaged and connected community. THE CITY OF MURRIETA ORGANIZATIONAL VALUES Integrity We are ethical, honest, and fair in all we do. Public Service We deliver responsive and caring service to our community, customers, colleagues, and region. Professionalism We exemplify professionalism through our knowledge, accountability, initiative, and dedication. Teamwork We thrive in a positive work environment noted for collaboration, support, diversity, and balance . Leadership We demonstrate leadership, guide stewardship of resources, and cultivate a vision for the future . MANAGEMENT & 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. "See resume" is not an acceptable answer to the questions. Yes, I understand and agree No, I do not agree 02 Please select your highest level of education. High School Diploma or Equivalent Some college Associate's Degree Bachelor's Degree Master's Degree Doctorate Degree I do not have a high school diploma or equivalent. 03 If you selected Bachelor's Degree or Higher in the previous question, please enter what field your degree is in. 04 Please indicate your experience in governmental budgetary, finance, and revenue analysis and projections activities, preferably in municipal government. No experience. Less than one year. More than one, but less than two years. More than two, but less than three years. More than three, but less than four years. More than four, but less than five years. More than five years. 05 For each position held, please briefly describe your professional experience in: Accounting (general, cost, accounts payable, accounts receivable) Budget development and administration Forecast development Treasury Be sure to describe the sophistication and complexity of your described experience. In your response include your job title(s), name of employer(s), dates of employment and hours worked per week. If you do not have any applicable experience, please indicate N/A. 06 Which types of government agencies have you worked for? (Check all that apply) City Government County Government State Government Federal Government Tribal Government Special District Public Education None of the above 07 Which of the following areas do you have experience with? (Check all that apply) Budgets Special district financing/accounting Contract administration Capital project planning RFPs and bid process management Contract procurement Preparing staff reports for governing bodies Coding and tracking invoices Website updates (content, events, etc.) 08 If you made a selection in the previous question, please describe your experience. If you did not make a selection, please indicate N/A. 09 Do you possess experience with conducting financial, administrative, and/or management analyses and preparing reports from the outcomes of your analyses? Yes No 10 If you answered "Yes" to the previous question, please describe your experience. If you answered "No" to the previous question, please indicate N/A. Required Question Closing Date/Time: 8/14/2024 11:59 PM Pacific
Jul 19, 2024
Full Time
Description and Essential Functions Connected by Amazing Employees The City of Murrieta is accepting applications for the position of Financial Analyst to fill one (1) current vacancy in our Finance Department . The eligibility list established may be used to fill upcoming vacancies within this classification for up to one (1) year. THE POSITION The ideal candidate will have prior municipal government experience conducting complex and varied financial analysis, including developing a multiyear budget with meaningful cost and revenue projections serving as the platform for long-term financial strategic planning. DEFINITION Under direction, performs professional tasks in support of the City's financial management operations; prepares a diverse range of financial reports; reviews and evaluates departmental budget development and administration requests to ensure compliance with City budgetary policies, procedures, and established guidelines; reconciles complex financial transactions, and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives direction from the Finance Manager. Exercises no direct supervision over staff. CLASS CHARACTERISTICS This journey-level classification is responsible for performing the full range of professional duties in support of the City's financial management operations, working independently, and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. ESSENTIAL FUNCTIONS Performs professional tasks in support of the City's financial management operations; prepares a variety of analyses such as revenue and expenditures, variances, personnel costs, and related fiscal documents; develops revenue estimates and financial projections; documents assumptions; conducts sensitivity studies; develops and prepares recommendations Prepares and/or assists in the preparation of, a diverse range of financial reports, including grant reporting, expenditure/revenue budget to actual comparison, monthly fiscal reports, the City's Annual Comprehensive Financial Report (ACFR), and other periodic financial reports Conducts analysis of proposals; identifies issues and opportunities; assists with the development of alternative scenarios to improve service levels and lower costs Explains budgeting guidelines to departmental managers; participates in the review and evaluation of requests to ensure compliance with City policies, procedures, and established guidelines; responds to questions, provides information and support to departments Coordinates and/or initiates budget adjustments of departmental budgets and revenue estimates, as well as maintenance/updates of the budget financial system and related informational reports Participates in the preparation, review, evaluation, and monitoring of capital improvement program (CIP) plans and budgets; monitors and updates operating and capital budget adjustments and funding changes; reviews CIP requests for financial compliance Performs financial analysis and statistical computations for various financial models and cost allocation plans; prepares periodic and ad-hoc financial reports as assigned; researches and answers financial and budget inquiries submitted by staff, City management, citizens, other governmental agencies, and the City Council Prepares journal entries and reconciliations for complex accounting transactions such as debt issuance and refunding, capital assets acquisition, and related transactions; works with contractors, bond counsel, and fiscal intermediaries on various required year-end schedules, reports, and bond financing Provides assistance to department management, other City staff, and the public regarding fiscal or operational issues, policies, or procedures Participates in or directs and monitors assigned projects related to debt management, treasury management, and investments; performs research and statistical analysis; prepares and presents reports of findings and recommends appropriate action Provides assistance in the enhancement of the City's core financial system, including implementing new modules and re-configuring existing applications Compiles information and works with external parties/outside agencies on various City-wide financial audits; may lead and/or conduct audits Prepares and submits City Council agenda reports and various other commission, committee, and staff reports, resolutions, ordinances, and correspondence regarding assigned activities Prepares cost estimates for labor relations Observes and complies with City and mandated safety rules, regulations, and protocols Performs other duties as assigned Minimum Qualifications EDUCATION AND EXPERIENCE A typical way to obtain the required qualifications would be: Equivalent to a bachelor's degree from an accredited college or university with major coursework in accounting, finance, or a related field, and Three (3) years of responsible experience in governmental accounting, finance, or a related field LICENSES AND CERTIFICATIONS Possession of, or ability to obtain and maintain, a valid California Driver's License or other means that would allow for the ability to commute to meetings, conduct site visits, and attend other special events throughout the county may be required at the time of hire Knowledge, Skills and Abilities / Physical Demands and Environmental Conditions KNOWLEDGE OF Principles and practices of municipal financial management including, but not limited to, budget development and administration, debt management, treasury management, investments, auditing, and general accounting Project and/or program management, analytical processes, and report preparation techniques Principles and practices of public agency budget development and administration Methods and techniques for administering sound financial management policies and procedures Organization and management practices as applied to the development, analysis, and evaluation of programs, policies, and operational needs of the assigned area of responsibility Research and financial reporting methods, techniques, and procedures Office of Management and Budget Circular (OMBC) Concepts and techniques of costing as it relates to budgeting, labor relations, and long-range financial planning Principles and techniques for working with groups and fostering effective team interaction to ensure teamwork is conducted smoothly Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to the assigned area of responsibility Operational characteristics of financial management technology systems Complex record-keeping principles and procedures City and mandated safety rules, regulations, and protocols Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed ABILITY TO Perform professional duties in support of the City's financial management programs Assist in developing and implementing goals, objectives, practices, policies, procedures, and work standards Coordinate and oversee budgeting, and financial reporting activities Plan and conduct effective financial and operational studies Conduct research on a wide variety of topics including contract feasibility, budget and staffing proposals, and operational alternatives Analyze, interpret, summarize, and present administrative and technical information and data in an effective manner Prepare clear and concise reports, correspondence, policies, procedures, and other written materials Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to the work performed Effectively represent the department and the City in meetings with governmental agencies; community groups; various business, professional, and regulatory organizations; and in meetings with individuals Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax. Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL CONDITIONS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. Supplemental Information APPLICATION PROCEDURE A City application form and resume must be submitted online. Applicants can apply online at www.MurrietaCA.gov . SELECTION PROCESS Candidates must clearly demonstrate through their application materials that they meet the employment standards outlined above. All properly completed applications will be reviewed, and the most appropriately qualified individuals will be invited to continue in the selection process. Examinations for the position may consist of any combination of appraisal interviews, performance tests, and writing exercises to evaluate the applicant's skill, training, and experience for the position. Successful applicants will be placed on an eligibility list. The City may also merge lists. The selected candidate(s) must successfully complete pre-employment clearances, which include a pre-hire physical and Live Scan background investigation. EQUAL EMPLOYMENT OPPORTUNITY The City of Murrieta is committed to providing equal employment opportunities to all employees and applicants for employment. All employment practices such as recruitment, selection, and promotions are administered in a manner designed to ensure that employees and applicants for employment are not subjected to discrimination on the basis of race, color, religion, sex, sexual orientation, national origin, age (over 40), marital or veteran status, genetic information, gender identity, gender expression, medical condition, disability, or any other basis that is inconsistent with federal, state or local laws. THE COMMUNITY Located just north of San Diego County, the City of Murrieta is home to approximately 120,000 people. Central to all of Southern California, residents of Murrieta live in one of the safest cities in the U.S. With top-ranked schools, 53 parks, and 1,300 acres of parks, trails, and open space, it is consistently ranked the top place to live in SW Riverside County. With a dynamic business environment, one of the lowest unemployment rates in the state, and a high median income. Murrieta offers its residents an exceptional quality of life in an engaged and connected community. THE CITY OF MURRIETA ORGANIZATIONAL VALUES Integrity We are ethical, honest, and fair in all we do. Public Service We deliver responsive and caring service to our community, customers, colleagues, and region. Professionalism We exemplify professionalism through our knowledge, accountability, initiative, and dedication. Teamwork We thrive in a positive work environment noted for collaboration, support, diversity, and balance . Leadership We demonstrate leadership, guide stewardship of resources, and cultivate a vision for the future . MANAGEMENT & 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. "See resume" is not an acceptable answer to the questions. Yes, I understand and agree No, I do not agree 02 Please select your highest level of education. High School Diploma or Equivalent Some college Associate's Degree Bachelor's Degree Master's Degree Doctorate Degree I do not have a high school diploma or equivalent. 03 If you selected Bachelor's Degree or Higher in the previous question, please enter what field your degree is in. 04 Please indicate your experience in governmental budgetary, finance, and revenue analysis and projections activities, preferably in municipal government. No experience. Less than one year. More than one, but less than two years. More than two, but less than three years. More than three, but less than four years. More than four, but less than five years. More than five years. 05 For each position held, please briefly describe your professional experience in: Accounting (general, cost, accounts payable, accounts receivable) Budget development and administration Forecast development Treasury Be sure to describe the sophistication and complexity of your described experience. In your response include your job title(s), name of employer(s), dates of employment and hours worked per week. If you do not have any applicable experience, please indicate N/A. 06 Which types of government agencies have you worked for? (Check all that apply) City Government County Government State Government Federal Government Tribal Government Special District Public Education None of the above 07 Which of the following areas do you have experience with? (Check all that apply) Budgets Special district financing/accounting Contract administration Capital project planning RFPs and bid process management Contract procurement Preparing staff reports for governing bodies Coding and tracking invoices Website updates (content, events, etc.) 08 If you made a selection in the previous question, please describe your experience. If you did not make a selection, please indicate N/A. 09 Do you possess experience with conducting financial, administrative, and/or management analyses and preparing reports from the outcomes of your analyses? Yes No 10 If you answered "Yes" to the previous question, please describe your experience. If you answered "No" to the previous question, please indicate N/A. Required Question Closing Date/Time: 8/14/2024 11:59 PM Pacific
SMCTD - SAN MATEO COUNTY TRANSIT DISTRICT
San Carlos, California, United States
General Under direction of the Assistant Manager, Treasury Ops, the Financial Analyst II resolves moderately difficult treasury (banking) and auditing problems; assists with the development and maintenance of treasury (banking) systems; prepares financial statements and reports; and interfaces with departmental representatives for the three Agencies: the San Mateo County Transit District (SamTrans), the Peninsula Corridor Joint Powers Board (Caltrain), San Mateo County Express Lanes Joint Powers Authority (ELJPA), and the San Mateo County Transportation Authority (TA). APPLICATION DEADLINE : Sunday, October 27th, 2024 (1st Cutoff Sunday August 4, 2024) Essential Functions & Duties Examples of Essential Functions: Monitors daily Treasury activities (alone and in teams) for all four Agencies. Creates processes to help all Agencies maintain operational cash flows. Assists in preparation of debt and investment portions of the San Mateo County Transit District, (SamTrans), Peninsula Corridor Joint Powers Board (JPB) and the San Mateo County Transportation Authority (TA) annual operating budgets and financial statements. Assists with Smart Safe operations. Maintains databases for providing useful information for management decision making; provides interface between departments and/or outside parties to ensure appropriate and timely action on complex financial system and procedures. Performs financial reporting, treasury transactions, and auditing activities for all three Agencies. Interacts with staff at all organization levels, representatives from organizations and groups, and the public to provide or receive necessary information for a range of activities. Provides financial analysis and support on special projects and other assignments as required. Special projects underway and currently ongoing include integrating automation wherever possible to avoid unnecessary manual entries of activities wherever possible. Performs professional level functions associated with the management, monitoring, and administration of the Agencies Investment and or Debt Program. Maintains and coordinates the daily Treasury transactions with accurate, effective, and timely accounting for operation results and production of reliable financial and statistical information. Reviews regular, periodic account statements and other reports to ensure an appropriate account management and adherence and conformity with Agency Investment policy. Prepares financial reports for management to review. Assists in preparation for the annual audits and year-end financial reporting. Performs other duties as assigned. Minimum Qualifications Sufficient experience, training and/or education to demonstrate the knowledge and ability to successfully perform the essential functions of the position. In lieu of a degree, work-related experience that demonstrates the skills and experience necessary to perform this role will be accepted. Development of the required knowledge and abilities is typically obtained through but not limited to: A bachelor's degree in Business Administration, Economics, or closely related field At least two (2) years full-time increasingly responsible experience in Accounting, Finance, Banking, or Treasury activities Must have the ability to accurately analyze and evaluate data and draw conclusions. Must be experienced in computerized accounting systems (PeopleSoft preferred). Proficient in the use of Microsoft Office Suite of applications including Word, Excel. Must prioritize work to affect an orderly flow of accurate information within the Finance and Administration Division and to other Divisions and Offices of the District. Strong written and verbal communication skills are required. Preferred Qualifications Experience in the public sector is desirable. Below is a summary of the comprehensive benefits provided to District full-time employees: Health and Welfare Benefits: Healthcare Benefits -District employees are offered a choice of healthcare providers under the CalPERS Health Benefits Program.The District will contribute ninety (90) percent towards monthly premiums for full-time employees. Fifty (50) percent for part-time employees. Free Dental and Vision Benefits provided - Employer Covers Premiums Free Employee Assistance Benefit - Employees are entitled to 5 face-to-face sessions or telephonic or web-video consultations for problem-solving support per incident, per calendar year. Flexible Spending Accounts - Pre-tax dollars to pay for qualified Health or Dependent Care expenses. Retirement Medical Benefits: Long Term Disability Insurance - After 90 days of total disability, Administrative full-time employees are eligible for 60% of monthly income covered by the District. Health and Wellness - Gyms located at most work locations and discounted Weight Watcher Membership Option. Holidays and Paid Time Off: Paid Time Off - Newly hired employees accrue 6.5 hours bi-weekly when hired (if Exempt 8.5 hours).As you move up in years of service credit, the rate of the amount of PTO accrued will also increase. Paid Holidays - The District provides seven paid holidays throughout the year - New Years Day, Martin Luther King Jr. Day, Memorial Day, Independence Day (July 4th), Labor Day, Thanksgiving Day and Christmas Day Floating Holidays - District employees can earn up to five (5) floating holidays. Financial Planning Benefits: Pension Benefits through CalPERS -You must have a minimum of 5 years of service to be eligible for this pension. CalPERS PEPRA vs. Classic - All employees hired on, or after January 1, 2013, are considered PEPRA members and will contribute 8% of their salary up to the maximum IRS cut-off. All Classic members will contribute 6% Deferred Compensation Options - Select to contribute to one or both of our Tax Deferred Compensation Options Reliance Standard Life Insurance with 100% premium paid by the District - 1 times annual salary of employee - max $200,000 Optional Life Insurance - Employees may purchase additional life insurance for themselves and their eligible family members. Growth and Education Benefits: Professional Development - Access to LinkedIn Learning and San Mateo County’s professional training. District Tuition Reimbursement Program - A maximum of $5,250 per year for courses related to your job or career goals with the District. Computer Loan Program - Interest-free two-year loan with a maximum amount of $4,000. Other Amazing Benefits: Credit Union - Employees and family members are eligible to join the San Mateo Credit Union and Patelco Credit Union. Employee Clean Commute (ECC) - Car/Van poolers and Public Transit riders receive a monthly reimbursement. Commuter Benefits - Free Employee Parking; Free Bus Pass for employee as well as children/spouse; Clipper Card/Go Pass Program for Central employees. For union employees, all of the above benefits are subject to the employee’s Collective Bargaining Agreement. Benefits listed are also subject to change with or without notice and are subject to contract/provider terms and conditions. Closing Date/Time: 10/27/2024 11:59 PM Pacific
Jul 27, 2024
Full Time
General Under direction of the Assistant Manager, Treasury Ops, the Financial Analyst II resolves moderately difficult treasury (banking) and auditing problems; assists with the development and maintenance of treasury (banking) systems; prepares financial statements and reports; and interfaces with departmental representatives for the three Agencies: the San Mateo County Transit District (SamTrans), the Peninsula Corridor Joint Powers Board (Caltrain), San Mateo County Express Lanes Joint Powers Authority (ELJPA), and the San Mateo County Transportation Authority (TA). APPLICATION DEADLINE : Sunday, October 27th, 2024 (1st Cutoff Sunday August 4, 2024) Essential Functions & Duties Examples of Essential Functions: Monitors daily Treasury activities (alone and in teams) for all four Agencies. Creates processes to help all Agencies maintain operational cash flows. Assists in preparation of debt and investment portions of the San Mateo County Transit District, (SamTrans), Peninsula Corridor Joint Powers Board (JPB) and the San Mateo County Transportation Authority (TA) annual operating budgets and financial statements. Assists with Smart Safe operations. Maintains databases for providing useful information for management decision making; provides interface between departments and/or outside parties to ensure appropriate and timely action on complex financial system and procedures. Performs financial reporting, treasury transactions, and auditing activities for all three Agencies. Interacts with staff at all organization levels, representatives from organizations and groups, and the public to provide or receive necessary information for a range of activities. Provides financial analysis and support on special projects and other assignments as required. Special projects underway and currently ongoing include integrating automation wherever possible to avoid unnecessary manual entries of activities wherever possible. Performs professional level functions associated with the management, monitoring, and administration of the Agencies Investment and or Debt Program. Maintains and coordinates the daily Treasury transactions with accurate, effective, and timely accounting for operation results and production of reliable financial and statistical information. Reviews regular, periodic account statements and other reports to ensure an appropriate account management and adherence and conformity with Agency Investment policy. Prepares financial reports for management to review. Assists in preparation for the annual audits and year-end financial reporting. Performs other duties as assigned. Minimum Qualifications Sufficient experience, training and/or education to demonstrate the knowledge and ability to successfully perform the essential functions of the position. In lieu of a degree, work-related experience that demonstrates the skills and experience necessary to perform this role will be accepted. Development of the required knowledge and abilities is typically obtained through but not limited to: A bachelor's degree in Business Administration, Economics, or closely related field At least two (2) years full-time increasingly responsible experience in Accounting, Finance, Banking, or Treasury activities Must have the ability to accurately analyze and evaluate data and draw conclusions. Must be experienced in computerized accounting systems (PeopleSoft preferred). Proficient in the use of Microsoft Office Suite of applications including Word, Excel. Must prioritize work to affect an orderly flow of accurate information within the Finance and Administration Division and to other Divisions and Offices of the District. Strong written and verbal communication skills are required. Preferred Qualifications Experience in the public sector is desirable. Below is a summary of the comprehensive benefits provided to District full-time employees: Health and Welfare Benefits: Healthcare Benefits -District employees are offered a choice of healthcare providers under the CalPERS Health Benefits Program.The District will contribute ninety (90) percent towards monthly premiums for full-time employees. Fifty (50) percent for part-time employees. Free Dental and Vision Benefits provided - Employer Covers Premiums Free Employee Assistance Benefit - Employees are entitled to 5 face-to-face sessions or telephonic or web-video consultations for problem-solving support per incident, per calendar year. Flexible Spending Accounts - Pre-tax dollars to pay for qualified Health or Dependent Care expenses. Retirement Medical Benefits: Long Term Disability Insurance - After 90 days of total disability, Administrative full-time employees are eligible for 60% of monthly income covered by the District. Health and Wellness - Gyms located at most work locations and discounted Weight Watcher Membership Option. Holidays and Paid Time Off: Paid Time Off - Newly hired employees accrue 6.5 hours bi-weekly when hired (if Exempt 8.5 hours).As you move up in years of service credit, the rate of the amount of PTO accrued will also increase. Paid Holidays - The District provides seven paid holidays throughout the year - New Years Day, Martin Luther King Jr. Day, Memorial Day, Independence Day (July 4th), Labor Day, Thanksgiving Day and Christmas Day Floating Holidays - District employees can earn up to five (5) floating holidays. Financial Planning Benefits: Pension Benefits through CalPERS -You must have a minimum of 5 years of service to be eligible for this pension. CalPERS PEPRA vs. Classic - All employees hired on, or after January 1, 2013, are considered PEPRA members and will contribute 8% of their salary up to the maximum IRS cut-off. All Classic members will contribute 6% Deferred Compensation Options - Select to contribute to one or both of our Tax Deferred Compensation Options Reliance Standard Life Insurance with 100% premium paid by the District - 1 times annual salary of employee - max $200,000 Optional Life Insurance - Employees may purchase additional life insurance for themselves and their eligible family members. Growth and Education Benefits: Professional Development - Access to LinkedIn Learning and San Mateo County’s professional training. District Tuition Reimbursement Program - A maximum of $5,250 per year for courses related to your job or career goals with the District. Computer Loan Program - Interest-free two-year loan with a maximum amount of $4,000. Other Amazing Benefits: Credit Union - Employees and family members are eligible to join the San Mateo Credit Union and Patelco Credit Union. Employee Clean Commute (ECC) - Car/Van poolers and Public Transit riders receive a monthly reimbursement. Commuter Benefits - Free Employee Parking; Free Bus Pass for employee as well as children/spouse; Clipper Card/Go Pass Program for Central employees. For union employees, all of the above benefits are subject to the employee’s Collective Bargaining Agreement. Benefits listed are also subject to change with or without notice and are subject to contract/provider terms and conditions. Closing Date/Time: 10/27/2024 11:59 PM Pacific
City of Portland, Oregon
Portland, Oregon, United States
The Position THIS RECRUITMENT HAS BEEN EXTENDED UNTIL 11;59 PM PST MONDAY JULY 29, 2024 The Portland Water Bureau is seeking a Financial Analyst II Job Appointment: Full Time, Regular. Work Schedule: 8AM - 5PM Monday - Friday Work Location : Hybrid/work location: 1120 SW Fifth Avenue, Portland, OR. Remote work must be performed within Oregon or Washington. For more information, click here . Benefits : Please check our benefits tab for an overview of benefits for this position Language Pay Premium Eligibility: This position is or may be eligible for Language Pay Differential for qualifying employees. Union Representation: This classification was recently recognized as represented by a new labor union, City of Portland Professional Workers (CPPW). Terms and Conditions are currently being negotiated as part of a new CPPW collective bargaining agreement. To view this labor agreement, please click here . Application Material : Please click APPLY to submit your application via the City of Portland’s online portal. You will need to respond to the supplemental questions and attach a resume. If requesting Veteran's preference, please attach your Veterans' documentation. Position Summary: Staff in the budget and financial planning program manage The Portland Water Bureau’s finances, develop and monitor the bureau’s budget, and adhere to prudent financial practices, enabling ongoing cost-effective access to bond financing for capital improvements, ensuring that water rates are at a good value and fair price to finance system operation and improvement. This position independently performs complex financial analyses primarily focused on annual budget development, Budget Monitoring Process (BMP) development, budget monitoring, budget to actual reporting for Water and Hydroelectric Power Division, and financial planning and funds monitoring. This position supports the team and the bureau by developing and monitoring large portions of the bureau's budget, including interagency agreements and the Hydroelectric Power Division. Duties and responsibilities include: Develops and manages budget monitoring reports with monthly projections. Recommends corrective measures when charges are incorrect. Provides monthly financial reports to managers. Assists with budget development including the Budget Monitoring Process and Over-expenditure Ordinance. Provides projections to advise decisions on budget changes. Research and compile data from a variety of sources; identify historical trends and irregularities in budget to actuals; assemble, analyze, and interpret data. Present findings to management as requested. Assist with development of rates, revenue forecasting. Assist with managing bureau Funds including revenue monitoring and cash monitoring. Maintains the bureau organizational and financial structure, provides fiscal analysis for position management. Develop performance indicators; monitor, evaluate, and communicate performance measures and outcomes. Coordinate, prepare and present monthly Accounting Period reports. Conduct complex financial analysis, statistical computations, and evaluate financing alternatives and funding strategies. As a person, you are: Highly collaborative: You can take direction from and advise program teams simultaneously. You enjoy working with teams from diverse personal and professional backgrounds and be flexible in how you collaborate. Detail Orientated: You will have exceptional attention to detail and follow best practices for quality assurance in your work. Creative: Using data to honestly and transparently tell stories is essential. You are creative and skilled in data visualization, such as dashboards, reports, and/or presentations. Equity Focused : You have experience placing an equity lens on projects and programs that you oversee or participate in by building effective two-way dialogue with underrepresented communities. Analytical: You can analyze and visualize data into actionable conclusions. You are also able to conduct your own research. About the bureau: The Portland Water Bureau's 600 employees work together to serve almost a million people in the Portland area. The bureau values a diverse workforce and seeks ways to promote equity and inclusion within the organization and with the public. The City of Portland Water Bureau’s mission is to serve excellent water every minute of every day to almost 1 million customers in the Portland Metropolitan area. We work to uproot systemic inequities and their impacts on our employees and the people we serve. We are committed to the difficult-and essential-work of transforming Water Bureau policies, practices, and culture to better serve historically and currently oppressed communities. Black, Indigenous, People of Color, and people with disabilities, are encouraged to apply for this position. Our mission: We serve excellent water every minute of every day. Our vision: The water our community loves is safe and abundant for generations to come. Our equity commitment: We work to uproot systemic inequities and their impacts on our employees and the people we serve. We commit to the difficult-and essential-work of transforming Water Bureau policies, practices, and culture to better serve historically and currently oppressed communities. More Information about the bureau: www.portlandoregon.gov/water Have a question? Contact Information: Anna Morgan, Senior Recruiter Anna.Morgan@portlandoregon.gov To Qualify The following minimum qualifications are required for this position. Applicants must specifically address and demonstrate in their resume and responses to supplemental questions how their education, training and/or experience meets each of the following minimum qualifications: Ability to exercise critical analytical skills, judgment, and discretion in applying principles, concepts, and practices related to municipal budget development and financial management. Ability to independently determine methodologies, assumptions and data parameters to develop and adjust difficult and complex financial forecasting models; determine report formatting; and determine methods for resolving issues. Knowledge of principles, practices, and methods of municipal budget development, debt management, public sector financial management, financial analysis and forecasting, fund management and analysis, and financial reporting. Experience with data analysis, including advanced skills in Microsoft Excel. Candidates must also possess: Associate’s degree from an accredited college or university in management, finance, accounting, business administration, public administration, or a related field. Bachelor’s degree preferred. CPA or accounting experience a plus; AND, Four (4) years of professional and responsible experience performing analytical or related work in a public agency. The Recruitment Process STEP 1: Apply online between July 8 , 2024 and July 22, 2024 Required Application Materials: Resume Answer the Supplemental Questions (click on the Questions tab to preview the questions) Optional Application Materials: Veteran documents to request for Veteran Preference (ex, DD214-Member 4, VA Benefit Letter, etc.) Application Tips: The City of Portland has How to Apply Videos and offers How to Apply Classes once per month. If you have questions after watching the videos you are invited to contact the recruiter listed on the announcement. Your responses to the supplemental questions should include details describing your education, training, and/or experience, and where obtained, which clearly reflects your qualifications for each of the numbered items in the "To Qualify" section of this announcement. Your resume should support the details described in your responses to the supplemental questions. Do not attach materials not requested. All completed applications for this position must be submitted no later than the closing date and time of this recruitment. All applications must be submitted via the City's online application process. E-mailed and/or faxed applications will not be accepted. Step 2: Minimum Qualification Evaluation: Week of July 22, 2024 An evaluation of each applicant's training and paid and unpaid experience, as demonstrated in their resume and supplemental questions, weighted 100%. Your resume and responses to the supplemental questions will be the basis for our evaluation of your qualifications for this position. Incomplete or inappropriate information may result in disqualification. You have 14 days from the notice of the minimum qualification evaluation results to let us know if you like to review and discuss your evaluation result. Please read the City of Portland Administrative Rule 3.01 for complete information. Additional evaluation may be required before the establishment of the eligible list and/or final selection. Step 3: Establishment of Eligible List: Week of July 29, 2024 Candidates who meet the minimum qualifications will be placed on the equally ranked eligible list. Step 4: Selection (Interview): Early August 2024 The hiring bureau will review and select candidates to interview. Please note, the selection process may take up to 90 days from the notification of being placed on the eligible list. Step 5: Offer of Employment: Mid-August 2024 Step 6: Start Date: Flexible and can be anytime 2-6 weeks from offer date A start date will be determined after all conditions of employment have been met. **Timeline is approximate and subject to change without notice** Additional Information Click here for additional information regarding the following: Veteran Preference ADA, Pregnancy, and Religious Accommodations Work Status Equal Employment Opportunity An Equal Opportunity / Affirmative Action Employer A Career with the City of Portland offers many Employee Benefits We offer a comprehensive benefits package, including but not limited to Health Care (Medical, Vision and Dental) Carrot Fertility Wellness Benefits Life Insurance Short- and Long-term disability coverage to eligible employees and their families. Employee Assistance Plan Flexible Spending Accounts Retirement Oregon Public Employees Retirement System (PERS), including contributions to the PERS IAP plan paid by employer Family Medical Leave City Paid Parental Leave AND SO MANY MORE! Benefits may vary depending on bargaining unit and employment status. Click here to review the many different benefits the City of Portland offers . Closing Date/Time: 7/29/2024 11:59 PM Pacific
Jul 09, 2024
Full Time
The Position THIS RECRUITMENT HAS BEEN EXTENDED UNTIL 11;59 PM PST MONDAY JULY 29, 2024 The Portland Water Bureau is seeking a Financial Analyst II Job Appointment: Full Time, Regular. Work Schedule: 8AM - 5PM Monday - Friday Work Location : Hybrid/work location: 1120 SW Fifth Avenue, Portland, OR. Remote work must be performed within Oregon or Washington. For more information, click here . Benefits : Please check our benefits tab for an overview of benefits for this position Language Pay Premium Eligibility: This position is or may be eligible for Language Pay Differential for qualifying employees. Union Representation: This classification was recently recognized as represented by a new labor union, City of Portland Professional Workers (CPPW). Terms and Conditions are currently being negotiated as part of a new CPPW collective bargaining agreement. To view this labor agreement, please click here . Application Material : Please click APPLY to submit your application via the City of Portland’s online portal. You will need to respond to the supplemental questions and attach a resume. If requesting Veteran's preference, please attach your Veterans' documentation. Position Summary: Staff in the budget and financial planning program manage The Portland Water Bureau’s finances, develop and monitor the bureau’s budget, and adhere to prudent financial practices, enabling ongoing cost-effective access to bond financing for capital improvements, ensuring that water rates are at a good value and fair price to finance system operation and improvement. This position independently performs complex financial analyses primarily focused on annual budget development, Budget Monitoring Process (BMP) development, budget monitoring, budget to actual reporting for Water and Hydroelectric Power Division, and financial planning and funds monitoring. This position supports the team and the bureau by developing and monitoring large portions of the bureau's budget, including interagency agreements and the Hydroelectric Power Division. Duties and responsibilities include: Develops and manages budget monitoring reports with monthly projections. Recommends corrective measures when charges are incorrect. Provides monthly financial reports to managers. Assists with budget development including the Budget Monitoring Process and Over-expenditure Ordinance. Provides projections to advise decisions on budget changes. Research and compile data from a variety of sources; identify historical trends and irregularities in budget to actuals; assemble, analyze, and interpret data. Present findings to management as requested. Assist with development of rates, revenue forecasting. Assist with managing bureau Funds including revenue monitoring and cash monitoring. Maintains the bureau organizational and financial structure, provides fiscal analysis for position management. Develop performance indicators; monitor, evaluate, and communicate performance measures and outcomes. Coordinate, prepare and present monthly Accounting Period reports. Conduct complex financial analysis, statistical computations, and evaluate financing alternatives and funding strategies. As a person, you are: Highly collaborative: You can take direction from and advise program teams simultaneously. You enjoy working with teams from diverse personal and professional backgrounds and be flexible in how you collaborate. Detail Orientated: You will have exceptional attention to detail and follow best practices for quality assurance in your work. Creative: Using data to honestly and transparently tell stories is essential. You are creative and skilled in data visualization, such as dashboards, reports, and/or presentations. Equity Focused : You have experience placing an equity lens on projects and programs that you oversee or participate in by building effective two-way dialogue with underrepresented communities. Analytical: You can analyze and visualize data into actionable conclusions. You are also able to conduct your own research. About the bureau: The Portland Water Bureau's 600 employees work together to serve almost a million people in the Portland area. The bureau values a diverse workforce and seeks ways to promote equity and inclusion within the organization and with the public. The City of Portland Water Bureau’s mission is to serve excellent water every minute of every day to almost 1 million customers in the Portland Metropolitan area. We work to uproot systemic inequities and their impacts on our employees and the people we serve. We are committed to the difficult-and essential-work of transforming Water Bureau policies, practices, and culture to better serve historically and currently oppressed communities. Black, Indigenous, People of Color, and people with disabilities, are encouraged to apply for this position. Our mission: We serve excellent water every minute of every day. Our vision: The water our community loves is safe and abundant for generations to come. Our equity commitment: We work to uproot systemic inequities and their impacts on our employees and the people we serve. We commit to the difficult-and essential-work of transforming Water Bureau policies, practices, and culture to better serve historically and currently oppressed communities. More Information about the bureau: www.portlandoregon.gov/water Have a question? Contact Information: Anna Morgan, Senior Recruiter Anna.Morgan@portlandoregon.gov To Qualify The following minimum qualifications are required for this position. Applicants must specifically address and demonstrate in their resume and responses to supplemental questions how their education, training and/or experience meets each of the following minimum qualifications: Ability to exercise critical analytical skills, judgment, and discretion in applying principles, concepts, and practices related to municipal budget development and financial management. Ability to independently determine methodologies, assumptions and data parameters to develop and adjust difficult and complex financial forecasting models; determine report formatting; and determine methods for resolving issues. Knowledge of principles, practices, and methods of municipal budget development, debt management, public sector financial management, financial analysis and forecasting, fund management and analysis, and financial reporting. Experience with data analysis, including advanced skills in Microsoft Excel. Candidates must also possess: Associate’s degree from an accredited college or university in management, finance, accounting, business administration, public administration, or a related field. Bachelor’s degree preferred. CPA or accounting experience a plus; AND, Four (4) years of professional and responsible experience performing analytical or related work in a public agency. The Recruitment Process STEP 1: Apply online between July 8 , 2024 and July 22, 2024 Required Application Materials: Resume Answer the Supplemental Questions (click on the Questions tab to preview the questions) Optional Application Materials: Veteran documents to request for Veteran Preference (ex, DD214-Member 4, VA Benefit Letter, etc.) Application Tips: The City of Portland has How to Apply Videos and offers How to Apply Classes once per month. If you have questions after watching the videos you are invited to contact the recruiter listed on the announcement. Your responses to the supplemental questions should include details describing your education, training, and/or experience, and where obtained, which clearly reflects your qualifications for each of the numbered items in the "To Qualify" section of this announcement. Your resume should support the details described in your responses to the supplemental questions. Do not attach materials not requested. All completed applications for this position must be submitted no later than the closing date and time of this recruitment. All applications must be submitted via the City's online application process. E-mailed and/or faxed applications will not be accepted. Step 2: Minimum Qualification Evaluation: Week of July 22, 2024 An evaluation of each applicant's training and paid and unpaid experience, as demonstrated in their resume and supplemental questions, weighted 100%. Your resume and responses to the supplemental questions will be the basis for our evaluation of your qualifications for this position. Incomplete or inappropriate information may result in disqualification. You have 14 days from the notice of the minimum qualification evaluation results to let us know if you like to review and discuss your evaluation result. Please read the City of Portland Administrative Rule 3.01 for complete information. Additional evaluation may be required before the establishment of the eligible list and/or final selection. Step 3: Establishment of Eligible List: Week of July 29, 2024 Candidates who meet the minimum qualifications will be placed on the equally ranked eligible list. Step 4: Selection (Interview): Early August 2024 The hiring bureau will review and select candidates to interview. Please note, the selection process may take up to 90 days from the notification of being placed on the eligible list. Step 5: Offer of Employment: Mid-August 2024 Step 6: Start Date: Flexible and can be anytime 2-6 weeks from offer date A start date will be determined after all conditions of employment have been met. **Timeline is approximate and subject to change without notice** Additional Information Click here for additional information regarding the following: Veteran Preference ADA, Pregnancy, and Religious Accommodations Work Status Equal Employment Opportunity An Equal Opportunity / Affirmative Action Employer A Career with the City of Portland offers many Employee Benefits We offer a comprehensive benefits package, including but not limited to Health Care (Medical, Vision and Dental) Carrot Fertility Wellness Benefits Life Insurance Short- and Long-term disability coverage to eligible employees and their families. Employee Assistance Plan Flexible Spending Accounts Retirement Oregon Public Employees Retirement System (PERS), including contributions to the PERS IAP plan paid by employer Family Medical Leave City Paid Parental Leave AND SO MANY MORE! Benefits may vary depending on bargaining unit and employment status. Click here to review the many different benefits the City of Portland offers . Closing Date/Time: 7/29/2024 11:59 PM Pacific
University Medical Center of Southern Nevada
Las Vegas, Nevada, United States
Position Summary EMPLOYER-PAID PENSION PLAN (NEVADA PERS) COMPETITIVE SALARY & BENEFITS PACKAGE As an academic medical center with a rich history of providing life-saving treatment in Southern Nevada, UMC serves as the anchor hospital of the Las Vegas Medical District, offering Nevada’s highest level of care to promote successful medical outcomes for patients. We are home to Nevada's ONLY Level I Trauma Center, Designated Pediatric Trauma Center, Burn Care Center, and Transplant Center. We are a Pathway Designated facility by ANCC, and we are on our journey to Magnet status. Position Summary: Performs routine to complex professional level financial, accounting, budgetary, administrative, organizational, systems, and related analysis and reporting for hospital, departments and administration. Assists in the maintenance and creation of accounting records, operating reports, the verification and documentation of financial transactions, preparation of various analysis and financial and operating reporting. Job Requirement Education/Experience: Equivalent to a Bachelor’s Degree in accounting, finance or business administration or related field. Licensing/Certification Requirements: None. Additional and/or Preferred Position Requirements Applicants MUST have the following: 1. Must demonstrate advanced proficiency in Excel (Advanced Excel skills include the ability to produce graphs and tables, use spreadsheets efficiently, perform calculations and automation to process large volumes of data, create and manipulate pivot tables, and properly apply formulas). 2. Minimum of two (2) years of recent documented experience with Managed Care contracts (to include interpretation, analysis, and/or performance evaluation) OR Minimum of two (2) years of recent documented experience performing medical billing Knowledge, Skills, Abilities, and Physical Requirements Knowledge of: Principles and practices of hospital finance/accounting; generally accepted accounting principles (GAAP); fund or governmental accounting principles; auditing theories and principles; financial analysis and projection theories and techniques; budgeting theories and principles; government auditing standards; federal, state and county laws and regulations related to the health care agency; computer applications related to the work; Financial record keeping and bookkeeping practices and techniques; basic data sampling and statistical analysis techniques; computer applications related to duties; project management and analytical techniques.; department and hospital safety practices and procedures; patient rights; infection control policies and practices; department and hospital emergency response policies and procedures. Skill in: Compiling and reviewing budget figures for completeness, accuracy and compliance with policies and procedures and compiling budget documents for distribution; interpreting, applying and explaining applicable laws, codes and regulations; preparing timely and accurate financial, budgeting and operational analyses; maintaining accurate financial, budgetary and cost control records and preparing accurate and timely reports; reconciling accounting records, reports and journals; preparing financial and/or auditor statements, schedules and reports; reviewing and verifying accuracy of data; analyzing complex financial information; maintaining accounting records for special accounts and projects; using computers to retrieve and manipulate financial data; working without close supervision in standard work situations; using office equipment such as copiers, phones, facsimiles and adding machines; communicating with a wide variety of people from diverse socio-economic and ethnic backgrounds; establishing and maintaining effective working relationships with all personnel contacted in the course of duties; efficient, effective and safe use of equipment. Physical Requirements and Working Conditions: Mobility to work in a typical office setting and use standard office equipment, stamina to remain seated for extended periods of time, vision to read printed materials and a computer screen, and hearing and speech to communicate effectively in person and over the telephone. Strength and agility to exert up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this classification. The University Medical Center of Southern Nevada offers a comprehensive & competitive benefits package: Employer Paid Pension Plan through Nevada Public Employees' Retirement System "PERS"!https://www.nvpers.org/front Vestingin the pension plan after 5 years of qualifying employment! Health/Dental/Vision Insurance - Less than $20 per paycheck for employee-only coverage Consolidated Annual Leave (CAL) - CAL is used for personal leave, holidays (eleven scheduled holidays per year), doctor appointments, vacation, and sick days up to 16 consecutive scheduled work hours (short-term sick leave), etc. Extended Illness Bank (a/k/a Sick Bank) 457 Deferred Compensation Plan Comprehensive Group Health Insurance Plan Nevada has no State Income Tax No Social Security (FICA) Deduction As an academic medical center with a rich history of providing life-saving treatment in Southern Nevada, UMC serves as the anchor hospital of the Las Vegas Medical District, offering Nevada’s highest level of care to promote successful medical outcomes for patients. We are home to Nevada's ONLY Level I Trauma Center, Designated Pediatric Trauma Center, Burn Care Center, and Transplant Center. We are a Pathway Designated facility by ANCC, and we are on our journey to Magnet status. THE UNIVERSITY MEDICAL CENTER OF SOUTHERN NEVADA IS AN AFFIRMATIVE ACTION/ EQUAL OPPORTUNITY EMPLOYER Closing Date/Time: 8/2/2024 5:00 PM Pacific
Jul 27, 2024
Full Time
Position Summary EMPLOYER-PAID PENSION PLAN (NEVADA PERS) COMPETITIVE SALARY & BENEFITS PACKAGE As an academic medical center with a rich history of providing life-saving treatment in Southern Nevada, UMC serves as the anchor hospital of the Las Vegas Medical District, offering Nevada’s highest level of care to promote successful medical outcomes for patients. We are home to Nevada's ONLY Level I Trauma Center, Designated Pediatric Trauma Center, Burn Care Center, and Transplant Center. We are a Pathway Designated facility by ANCC, and we are on our journey to Magnet status. Position Summary: Performs routine to complex professional level financial, accounting, budgetary, administrative, organizational, systems, and related analysis and reporting for hospital, departments and administration. Assists in the maintenance and creation of accounting records, operating reports, the verification and documentation of financial transactions, preparation of various analysis and financial and operating reporting. Job Requirement Education/Experience: Equivalent to a Bachelor’s Degree in accounting, finance or business administration or related field. Licensing/Certification Requirements: None. Additional and/or Preferred Position Requirements Applicants MUST have the following: 1. Must demonstrate advanced proficiency in Excel (Advanced Excel skills include the ability to produce graphs and tables, use spreadsheets efficiently, perform calculations and automation to process large volumes of data, create and manipulate pivot tables, and properly apply formulas). 2. Minimum of two (2) years of recent documented experience with Managed Care contracts (to include interpretation, analysis, and/or performance evaluation) OR Minimum of two (2) years of recent documented experience performing medical billing Knowledge, Skills, Abilities, and Physical Requirements Knowledge of: Principles and practices of hospital finance/accounting; generally accepted accounting principles (GAAP); fund or governmental accounting principles; auditing theories and principles; financial analysis and projection theories and techniques; budgeting theories and principles; government auditing standards; federal, state and county laws and regulations related to the health care agency; computer applications related to the work; Financial record keeping and bookkeeping practices and techniques; basic data sampling and statistical analysis techniques; computer applications related to duties; project management and analytical techniques.; department and hospital safety practices and procedures; patient rights; infection control policies and practices; department and hospital emergency response policies and procedures. Skill in: Compiling and reviewing budget figures for completeness, accuracy and compliance with policies and procedures and compiling budget documents for distribution; interpreting, applying and explaining applicable laws, codes and regulations; preparing timely and accurate financial, budgeting and operational analyses; maintaining accurate financial, budgetary and cost control records and preparing accurate and timely reports; reconciling accounting records, reports and journals; preparing financial and/or auditor statements, schedules and reports; reviewing and verifying accuracy of data; analyzing complex financial information; maintaining accounting records for special accounts and projects; using computers to retrieve and manipulate financial data; working without close supervision in standard work situations; using office equipment such as copiers, phones, facsimiles and adding machines; communicating with a wide variety of people from diverse socio-economic and ethnic backgrounds; establishing and maintaining effective working relationships with all personnel contacted in the course of duties; efficient, effective and safe use of equipment. Physical Requirements and Working Conditions: Mobility to work in a typical office setting and use standard office equipment, stamina to remain seated for extended periods of time, vision to read printed materials and a computer screen, and hearing and speech to communicate effectively in person and over the telephone. Strength and agility to exert up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this classification. The University Medical Center of Southern Nevada offers a comprehensive & competitive benefits package: Employer Paid Pension Plan through Nevada Public Employees' Retirement System "PERS"!https://www.nvpers.org/front Vestingin the pension plan after 5 years of qualifying employment! Health/Dental/Vision Insurance - Less than $20 per paycheck for employee-only coverage Consolidated Annual Leave (CAL) - CAL is used for personal leave, holidays (eleven scheduled holidays per year), doctor appointments, vacation, and sick days up to 16 consecutive scheduled work hours (short-term sick leave), etc. Extended Illness Bank (a/k/a Sick Bank) 457 Deferred Compensation Plan Comprehensive Group Health Insurance Plan Nevada has no State Income Tax No Social Security (FICA) Deduction As an academic medical center with a rich history of providing life-saving treatment in Southern Nevada, UMC serves as the anchor hospital of the Las Vegas Medical District, offering Nevada’s highest level of care to promote successful medical outcomes for patients. We are home to Nevada's ONLY Level I Trauma Center, Designated Pediatric Trauma Center, Burn Care Center, and Transplant Center. We are a Pathway Designated facility by ANCC, and we are on our journey to Magnet status. THE UNIVERSITY MEDICAL CENTER OF SOUTHERN NEVADA IS AN AFFIRMATIVE ACTION/ EQUAL OPPORTUNITY EMPLOYER Closing Date/Time: 8/2/2024 5:00 PM Pacific
CITY OF ATLANTA, GA
Atlanta, Georgia, United States
MINIMUM REQUIRED EDUCATION AND EXPERIENCE Associate’s or bachelor’s degree in accounting, Finance, or Business Administration (experience in place of education will be accepted) 2-4 years of progressive experience working with systems in a web-based or ERP environment (ADP, Dayforce, UltiPro) Oracle is preferred but will train the qualified candidate. Experience with internal/external auditors Strong analytical and mathematical skills
Jul 14, 2024
Full Time
MINIMUM REQUIRED EDUCATION AND EXPERIENCE Associate’s or bachelor’s degree in accounting, Finance, or Business Administration (experience in place of education will be accepted) 2-4 years of progressive experience working with systems in a web-based or ERP environment (ADP, Dayforce, UltiPro) Oracle is preferred but will train the qualified candidate. Experience with internal/external auditors Strong analytical and mathematical skills
CITY OF ATLANTA, GA
Atlanta, Georgia, United States
Minimum Education and Experience A bachelor’s degree in a related field • Relevant work experience with government entitlement programs and mortgage underwriting experience, loan servicing and intake, credit counseling, banking, and federal program management experience • A degree can be substituted with relevant work experience in federal program management, mortgage underwriting experience, loan servicing and intake, credit counseling, banking, and national program management experience. Preferred Education & Experience Master’s degree in a related field • At least three years of direct experience in federal grants management related to HOPWA, HOME, ESG, CDBG, Section 8 Moderate Rehab, underwriting, and fiscal management. Licensures and Certifications Driver’s license valid at the time of appointment and remain valid while in position. Essential Capabilities and Work Environment Physical, lifting, and sensory capabilities are required to perform the job successfully under typical environmental conditions associated with the job. Closing Date/Time: 2024-08-12
Jul 14, 2024
Full Time
Minimum Education and Experience A bachelor’s degree in a related field • Relevant work experience with government entitlement programs and mortgage underwriting experience, loan servicing and intake, credit counseling, banking, and federal program management experience • A degree can be substituted with relevant work experience in federal program management, mortgage underwriting experience, loan servicing and intake, credit counseling, banking, and national program management experience. Preferred Education & Experience Master’s degree in a related field • At least three years of direct experience in federal grants management related to HOPWA, HOME, ESG, CDBG, Section 8 Moderate Rehab, underwriting, and fiscal management. Licensures and Certifications Driver’s license valid at the time of appointment and remain valid while in position. Essential Capabilities and Work Environment Physical, lifting, and sensory capabilities are required to perform the job successfully under typical environmental conditions associated with the job. Closing Date/Time: 2024-08-12
CITY OF ATLANTA, GA
Atlanta, Georgia, United States
Minimum Qualifications Bachelor's degree in accounting, finance, or related field. Preferred Education and Experience Certified Public Accountant desired. Licensures and Certifications None required
Jul 14, 2024
Full Time
Minimum Qualifications Bachelor's degree in accounting, finance, or related field. Preferred Education and Experience Certified Public Accountant desired. Licensures and Certifications None required