STATE BAR OF CALIFORNIA
Los Angeles, CA, United States
Job Description Office of Access & Inclusion Annual Salary Range for Financial Analyst: $90,693 - $120,920 Annual Salary Range for Senior Financial Analyst: $99,769 - $133,026 FLSA Exempt / Union Represented About the Office: The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate: The State Bar of California seeks a full-time Senior Financial Analyst who will be a key member of the access to justice and diversity and inclusion team. This person will be responsible for fiscal compliance, oversight of distributed grant funds, project management, and process improvement. Responsibilities include analyzing grant budgets, budget revisions and other requests; conducting monitoring visits; supporting IOLTA bank compliance; supporting the year-end financial audit processes; and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. The successful candidate will have excellent analytical and written and oral communication skills; demonstrate sound judgment and attention to detail. Experience in legal aid, non-profit accounting, or grant compliance is a plus. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Financial Analyst Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and yearto-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: None required. Senior Financial Analyst Definition Under direction, supervises the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to grants, accounts payable, accounts receivable, payroll, and budget. Responsible for the financial analysis supporting the State Bar's budget and budget processes including budgeting, long and short-range fiscal planning, general and special fund accounting, and related activities in accordance with generally accepted accounting standards; and performing other related duties as assigned. Distinguishing Characteristics This is a working lead/advanced journey-level class in the Finance job family; incumbents work under general direction and broad policies wherein the preponderant responsibility is to directly lead the operations and staff within the assigned section and to provide highly complex fiscal support to management. This classification is distinguished from the Financial Analyst classification in that the Senior Financial Analyst is assigned formal responsibility for directing the staff in day-to-day operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Mentors, plans and prioritizes the work of professional, technical or clerical staff; Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Provides the financial analysis to support the State Bar's institutional budgeting process including accounting functions, long and short-range financial planning; budget development; special and general fund accounting, variance analysis, and audit response. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line item expense, balance sheet accounts, reports discrepancies between actual and subsidiary ledgers and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management, administration and supervision. Principles of accounting, auditing, budgeting, financial control and reporting in the governmental public sector. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, system and practices. Principles of direct and lead supervision, training and performance evaluation. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Effectively mentor and train staff as required. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum of three (3) years of journey level professional financial analysis or accounting and accounting; or three (3) years of financial experience with one (1) year supervisorial experience. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: None required. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Aug 20, 2024
Full Time
Job Description Office of Access & Inclusion Annual Salary Range for Financial Analyst: $90,693 - $120,920 Annual Salary Range for Senior Financial Analyst: $99,769 - $133,026 FLSA Exempt / Union Represented About the Office: The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate: The State Bar of California seeks a full-time Senior Financial Analyst who will be a key member of the access to justice and diversity and inclusion team. This person will be responsible for fiscal compliance, oversight of distributed grant funds, project management, and process improvement. Responsibilities include analyzing grant budgets, budget revisions and other requests; conducting monitoring visits; supporting IOLTA bank compliance; supporting the year-end financial audit processes; and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. The successful candidate will have excellent analytical and written and oral communication skills; demonstrate sound judgment and attention to detail. Experience in legal aid, non-profit accounting, or grant compliance is a plus. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Financial Analyst Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and yearto-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: None required. Senior Financial Analyst Definition Under direction, supervises the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to grants, accounts payable, accounts receivable, payroll, and budget. Responsible for the financial analysis supporting the State Bar's budget and budget processes including budgeting, long and short-range fiscal planning, general and special fund accounting, and related activities in accordance with generally accepted accounting standards; and performing other related duties as assigned. Distinguishing Characteristics This is a working lead/advanced journey-level class in the Finance job family; incumbents work under general direction and broad policies wherein the preponderant responsibility is to directly lead the operations and staff within the assigned section and to provide highly complex fiscal support to management. This classification is distinguished from the Financial Analyst classification in that the Senior Financial Analyst is assigned formal responsibility for directing the staff in day-to-day operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Mentors, plans and prioritizes the work of professional, technical or clerical staff; Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Provides the financial analysis to support the State Bar's institutional budgeting process including accounting functions, long and short-range financial planning; budget development; special and general fund accounting, variance analysis, and audit response. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line item expense, balance sheet accounts, reports discrepancies between actual and subsidiary ledgers and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management, administration and supervision. Principles of accounting, auditing, budgeting, financial control and reporting in the governmental public sector. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, system and practices. Principles of direct and lead supervision, training and performance evaluation. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Effectively mentor and train staff as required. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum of three (3) years of journey level professional financial analysis or accounting and accounting; or three (3) years of financial experience with one (1) year supervisorial experience. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: None required. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
STATE BAR OF CALIFORNIA
San Francisco, CA, United States
Job Description Office of Access & Inclusion Annual Salary Range for Financial Analyst: $90,693 - $120,920 Annual Salary Range for Senior Financial Analyst: $99,769 - $133,026 FLSA Exempt / Union Represented About the Office: The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate: The State Bar of California seeks a full-time Senior Financial Analyst who will be a key member of the access to justice and diversity and inclusion team. This person will be responsible for fiscal compliance, oversight of distributed grant funds, project management, and process improvement. Responsibilities include analyzing grant budgets, budget revisions and other requests; conducting monitoring visits; supporting IOLTA bank compliance; supporting the year-end financial audit processes; and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. The successful candidate will have excellent analytical and written and oral communication skills; demonstrate sound judgment and attention to detail. Experience in legal aid, non-profit accounting, or grant compliance is a plus. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Financial Analyst Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and yearto-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: None required. Senior Financial Analyst Definition Under direction, supervises the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to grants, accounts payable, accounts receivable, payroll, and budget. Responsible for the financial analysis supporting the State Bar's budget and budget processes including budgeting, long and short-range fiscal planning, general and special fund accounting, and related activities in accordance with generally accepted accounting standards; and performing other related duties as assigned. Distinguishing Characteristics This is a working lead/advanced journey-level class in the Finance job family; incumbents work under general direction and broad policies wherein the preponderant responsibility is to directly lead the operations and staff within the assigned section and to provide highly complex fiscal support to management. This classification is distinguished from the Financial Analyst classification in that the Senior Financial Analyst is assigned formal responsibility for directing the staff in day-to-day operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Mentors, plans and prioritizes the work of professional, technical or clerical staff; Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Provides the financial analysis to support the State Bar's institutional budgeting process including accounting functions, long and short-range financial planning; budget development; special and general fund accounting, variance analysis, and audit response. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line item expense, balance sheet accounts, reports discrepancies between actual and subsidiary ledgers and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management, administration and supervision. Principles of accounting, auditing, budgeting, financial control and reporting in the governmental public sector. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, system and practices. Principles of direct and lead supervision, training and performance evaluation. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Effectively mentor and train staff as required. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum of three (3) years of journey level professional financial analysis or accounting and accounting; or three (3) years of financial experience with one (1) year supervisorial experience. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: None required. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Aug 20, 2024
Full Time
Job Description Office of Access & Inclusion Annual Salary Range for Financial Analyst: $90,693 - $120,920 Annual Salary Range for Senior Financial Analyst: $99,769 - $133,026 FLSA Exempt / Union Represented About the Office: The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate: The State Bar of California seeks a full-time Senior Financial Analyst who will be a key member of the access to justice and diversity and inclusion team. This person will be responsible for fiscal compliance, oversight of distributed grant funds, project management, and process improvement. Responsibilities include analyzing grant budgets, budget revisions and other requests; conducting monitoring visits; supporting IOLTA bank compliance; supporting the year-end financial audit processes; and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. The successful candidate will have excellent analytical and written and oral communication skills; demonstrate sound judgment and attention to detail. Experience in legal aid, non-profit accounting, or grant compliance is a plus. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Financial Analyst Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and yearto-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: None required. Senior Financial Analyst Definition Under direction, supervises the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to grants, accounts payable, accounts receivable, payroll, and budget. Responsible for the financial analysis supporting the State Bar's budget and budget processes including budgeting, long and short-range fiscal planning, general and special fund accounting, and related activities in accordance with generally accepted accounting standards; and performing other related duties as assigned. Distinguishing Characteristics This is a working lead/advanced journey-level class in the Finance job family; incumbents work under general direction and broad policies wherein the preponderant responsibility is to directly lead the operations and staff within the assigned section and to provide highly complex fiscal support to management. This classification is distinguished from the Financial Analyst classification in that the Senior Financial Analyst is assigned formal responsibility for directing the staff in day-to-day operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Mentors, plans and prioritizes the work of professional, technical or clerical staff; Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Provides the financial analysis to support the State Bar's institutional budgeting process including accounting functions, long and short-range financial planning; budget development; special and general fund accounting, variance analysis, and audit response. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line item expense, balance sheet accounts, reports discrepancies between actual and subsidiary ledgers and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management, administration and supervision. Principles of accounting, auditing, budgeting, financial control and reporting in the governmental public sector. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, system and practices. Principles of direct and lead supervision, training and performance evaluation. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Effectively mentor and train staff as required. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum of three (3) years of journey level professional financial analysis or accounting and accounting; or three (3) years of financial experience with one (1) year supervisorial experience. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: None required. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
CITY OF ATLANTA, GA
College Park, Georgia, United States
Salary Range: $65,000-$85,000 General Description and Classification Standards The Financial Analyst Sr - The purpose of this position is to perform in-dept financial analysis, audit functions, reconciliations and provide recommendations to improve the efficiencies of the City’s Airport Parking and Ground Transportation Revenue Control Systems, products, and services. Ability to interpret and have a general knowledge of financial/audit practices, policies and procedures applicable regulations and standards as necessary in the completion of daily responsibilities of the job. Assemble information and prepare written reports and documents in a concise, clear, and effective manner. Develop and implement long-term goals to promote effectiveness and efficiency. Remain abreast of policy changes, methods, and operational budgetary needs. Effectively communicate with all aspects of customer relation, which may include, but not limited to elected officials, management, employees, and the general public. As part of the Financial Reporting team, they will be responsible for ensuring that revenue is recorded timely and accurately in accordance with U.S. generally accepted accounting principles (GAAP) as prescribed by the Governmental Accounting Standards Board (GASB) and the Government Finance Officers Association (GFOA). Supervision Received Works under general supervision. May work independently with responsibility for assigned function(s) or program(s). Minimum Qualifications Education and Experience Bachelor's degree in accounting, finance, or related field (Equivalent professional experience may be considered for substitution for the required degree on an exception basis). Five years of specific professional experience. May have some project management or leadership experience. Preferred Education and Experience Master’s degree in finance, accounting or related field (Equivalent professional experience may be considered for substitution for the master’s degree on an exception basis) with three years' of financial experience. Licensures and Certifications None required Essential Capabilities and Work Environment Required physical, lifting, and sensory capabilities are requirements to perform the job successfully. Typical environmental conditions associated with job. Closing Date/Time: 2024-09-14
Aug 31, 2024
Full Time
Salary Range: $65,000-$85,000 General Description and Classification Standards The Financial Analyst Sr - The purpose of this position is to perform in-dept financial analysis, audit functions, reconciliations and provide recommendations to improve the efficiencies of the City’s Airport Parking and Ground Transportation Revenue Control Systems, products, and services. Ability to interpret and have a general knowledge of financial/audit practices, policies and procedures applicable regulations and standards as necessary in the completion of daily responsibilities of the job. Assemble information and prepare written reports and documents in a concise, clear, and effective manner. Develop and implement long-term goals to promote effectiveness and efficiency. Remain abreast of policy changes, methods, and operational budgetary needs. Effectively communicate with all aspects of customer relation, which may include, but not limited to elected officials, management, employees, and the general public. As part of the Financial Reporting team, they will be responsible for ensuring that revenue is recorded timely and accurately in accordance with U.S. generally accepted accounting principles (GAAP) as prescribed by the Governmental Accounting Standards Board (GASB) and the Government Finance Officers Association (GFOA). Supervision Received Works under general supervision. May work independently with responsibility for assigned function(s) or program(s). Minimum Qualifications Education and Experience Bachelor's degree in accounting, finance, or related field (Equivalent professional experience may be considered for substitution for the required degree on an exception basis). Five years of specific professional experience. May have some project management or leadership experience. Preferred Education and Experience Master’s degree in finance, accounting or related field (Equivalent professional experience may be considered for substitution for the master’s degree on an exception basis) with three years' of financial experience. Licensures and Certifications None required Essential Capabilities and Work Environment Required physical, lifting, and sensory capabilities are requirements to perform the job successfully. Typical environmental conditions associated with job. Closing Date/Time: 2024-09-14
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
CSU, Sacramento
6000 J Street, Sacramento, CA 95819, USA
Working Title: Senior Financial Aid Analyst Classification Title: Student Services Professional II Posting Details Priority Application Date (Posting will remain open until filled): Sunday, April 21, 2024 @ 11:55pm PT As of April 3, 2024 this search has been refreshed and is actively accepting new applications. Apply today! Prior applicants need not re-apply. Hiring Preference Not Applicable Position Summary Under the general direction of the Senior Associate Director, the Senior Financial Aid Analyst independently performs moderately complex professional student service work where a wide variety of situations require use of professional judgement in circumstances that warrant a case-by-case review. The objective of this position is to support the university’s enrollment goals through timely and effective processing of student’s financial aid application. The Senior Financial Aid Analyst will provide quality customer service to students and families regarding financial aid eligibility and will be responsible to analyze federal and state financial aid applications to determine financial need; prepare and award financial aid packages; and perform all duties related to the financial aid process, including return of Title IV. The Senior Financial Aid Analyst also provides program guidance in assigned area and utilizes high level analytical and interpersonal skills to investigate and resolve student concerns. The incumbent works in collaboration with appropriate campus departments that manage the hiring, payroll and accounts payable components for employers to ensure compliance with the Federal Work Study Program. The incumbent is responsible for the development and maintenance of policies and procedures and frequent reporting to senior management to ensure funding levels are properly monitored. The Senior Financial Aid Analyst serves as the “subject matter expert” to the Student Service Center staff for student questions and concerns related to financial aid that are escalated and/or cannot be resolved. The incumbent ensures problems are resolved in an efficient and effective manner, works collaboratively and effectively with Student Service Center staff to meet customer expectations in a fast-paced and dynamic environment. The Senior Financial Aid Analyst participates in university recruitment and retention activities and will have responsibility for providing information sessions for students, parents and families in support of various outreach efforts. FLSA : Exempt (Not eligible for overtime compensation) Anticipated Hiring Range : $4,841 per month (Anticipated hiring range is at the minimum of the Classification Salary Range) CSU Classification Salary Range : $4,841 per month - $6,884 per month Best-in-class Benefits : Click here to learn more CSU Total Compensation : Click here to learn more Salary Grade/Range : 1 Recruitment Type : Regular (Probationary) Time Base : Full-Time Pay Plan : 12 months Work Hours : Monday - Friday, 8am - 5pm. Work hours may vary depending on department need. Department Information Our mission is to help students and their families search for, apply, receive and maintain eligibility for various types of financial aid. Financial aid education is offered through individual counseling, campus marketing activities and group presentations. Staff also undertakes research and resolution of individual student issues. The office strives to provide timely and accurate financial aid processing that is in full compliance with all federal, state and university regulations. For more information on Financial Aid, please visit: https://www.csus.edu/apply/financial-aid-scholarships/ Minimum Qualifications Knowledge and Abilities Working knowledge of the practices, procedures and activities of the program to which assigned; general knowledge of the methods and problems of organizational and program management. General knowledge of research and interview techniques; and of the principles of individual and group behavior. Ability to interpret and apply program rules and regulations; use initiative and resourcefulness in planning work assignment and in implementing long-range program improvements; obtain factual and interpretative information through interviews; reason logically; collect, compile, analyze and evaluate data and make verbal or written presentations based on these data; advise students individually and in groups on routine matters where required; recognize multicultural, multi-sexed and multi-aged value systems and work accordingly; establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations, private and public agencies and others in committee work, and student advising and community contacts; and, rapidly acquire a general knowledge of the overall operation, functions and programs of the campus to which assigned. Demonstrated ability to make decisions and carry through actions having implications with regard to other program or service areas Services Office. Possession of these knowledge and abilities typically is demonstrated through the Experience requirements below. Experience Possession of these knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master’s degree in a job-related field may be substituted for one year of the professional experience. Education Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown above may be substituted for the required education on a year-for-year basis. Required Qualifications Experience Two years of professional experience in one of the student services program areas or in a related field. (A master’s degree in a job-related field may be substituted for one year of the professional experience). Experience advising students individually and in group settings. Knowledge, Skills and Abilities Knowledge of and ability to apply knowledge of Title IV regulations, federal tax laws and experience with the interpretation and application of regulations performing the verification and awarding process. Knowledge of State Financial Aid regulations, requirements and guidelines and ability to apply knowledge of the specific requirements for purposes of determining correct course of action related to assigned tasks; state aid programs may include, but not limited to; Cal Grant, State University Grant and Middle-Class Scholarship. Knowledge of Federal Financial Aid regulations, requirements and guidelines and ability to apply knowledge of the specific requirements for purposes of determining correct course of action related to assigned tasks; federal aid programs may include, but not limited to, Pell Grant, SEOG, Direct Loans and Federal Work Study. Demonstrated ability to work independently and possess self-direction skills to initiate plans, organize, prioritize, multi-task and coordinate work in a fast-paced organization. Demonstrated ability to apply attention to details and perform with extreme accuracy in all aspects of work; includes all document review, document follow-up, awarding and adjustments and packaging review. Demonstrated ability to interpret, coordinate and provide recommendations for new financial aid programs as approved by Federal, State and/or Institutional regulatory changes. Strong interpersonal skills to establish and maintain cooperative working relationships with students, faculty, staff and external constituents. Excellent organizational and time management skills to prioritize and multi-task, meet goals and deadlines under server time constraints. Strong analytical skills. Experience handling information that is sensitive and personal in nature in a delicate, caring and helpful manner. Experience assisting students on financial aid programs and general academic information related to their area of study by offering factual data as it relates to the student inquiry. Proficient in general use of standard office equipment and common software (e.g., Microsoft Office, Internet, etc.). Demonstrated ability to utilize common student administrative software systems (e.g., PeopleSoft, Document Imaging and Workflow Systems) to retrieve and review information when serving students. Experience performing basic mathematical calculation to recalculate financial aid data and awards. Commitment to maintaining a welcoming and inclusive work environment with diverse colleagues and constituents including faculty, students, staff, and members of the community. Conditions of Employment Ability to pass a background check. Preferred Qualifications Three to five years of experience performing verification, needs analysis and awarding for purposes of determining financial aid eligibility, awarding and disbursing aid. Two or more years of experience with systems such as PeopleSoft CMS, OnBase imaging software and Common Origination and Disbursement (COD), the National Student Loan Data System (NSLDS). Working knowledge and responsibility for student employment and/or federal work study program. Documents Needed to Apply Resume and Cover Letter Failure to upload required documentation may result in disqualification. About Sac State Sacramento State is located in the heart of California’s capital city, five miles from State Capitol. The lush, 300-acre campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the “Farm-to-Fork Capital,” is one of the most ethnically diverse and livable cities in the country, with a population of half of a million. Sacramento State’s 31,000 students come not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1800 faculty and 1,500 staff are committed to meeting our mission: “ As California’s capital university, we transform lives by preparing students for leadership, service, and success. Sacramento State will be a recognized leader in education, innovation, and engagement. ” As the regional hub of higher education, Sac State is dedicated to student success , diversity, equity and inclusion , community engagement , philanthropy , and campus safety . As evidenced by the values embedded in our Hornet Honor Code , Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued. Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning. To learn more about why you should join the Hornet Family, please visit the Why Sac State ? page. Background Check Disclaimer A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with California State University, Sacramento. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University, Sacramento employees who apply for the position. One variation of background check required could be a LiveScan screening, which involves submitting fingerprints at a certified LiveScan Service Center. COVID-19 Vaccine Certification Information: Per the CSU COVID-19 Vaccination Policy , it is strongly recommended that all California State University, Sacramento employees who are accessing office and campus facilities 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. Out of State Employment Policy Sacramento State University, as part of the CSU system, is a State of California Employer. As such, the University requires all employees (up)on date of hire to reside in the State of California. 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. Equal Employment Opportunity California State University, Sacramento is an Affirmative Action/Equal Opportunity Employer and has a strong institutional commitment to the principle of diversity in all areas. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, sex, gender identity/expression, sexual orientation, pregnancy, genetic information, medical condition, marital status, veteran status, or disability. Sacramento State hires only those individuals who are lawfully authorized to accept employment in the United States. It is the policy of California State University, Sacramento to provide reasonable accommodations for qualified persons with disabilities who are employees or applicants for employment. If you need a disability related reasonable accommodation as part of the application and/or interviewing process, visit https://www.csus.edu/administration-business-affairs/human-resources/benefits/reasonable-accomodation.html The University is committed to creating an education and working environment free from discrimination, sexual harassment, sexual violence, domestic violence, dating violence, and stalking. For more information on mandatory training for new employees, visit https://www.csus.edu/administration-business-affairs/human-resources/learning-development/csu-learn.html . Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Fire Safety Right-To-know Act Notification : Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the current Annual Security Report (ASR) is available for viewing at https://www.csus.edu/clery . The ASR contains the current security and safety-related policy statements, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Sacramento State for the last three (3) calendar years. Paper copies are available upon request at the Police Service Center located in the University Union. Eligibility Verification Selected candidate must furnish proof of eligibility to work in the United States. California State University, Sacramento is not a sponsoring agency for staff and management positions (i.e. H-1-B Visa). Note to Applicants: Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement. Advertised: Apr 03 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Jul 14, 2024
Working Title: Senior Financial Aid Analyst Classification Title: Student Services Professional II Posting Details Priority Application Date (Posting will remain open until filled): Sunday, April 21, 2024 @ 11:55pm PT As of April 3, 2024 this search has been refreshed and is actively accepting new applications. Apply today! Prior applicants need not re-apply. Hiring Preference Not Applicable Position Summary Under the general direction of the Senior Associate Director, the Senior Financial Aid Analyst independently performs moderately complex professional student service work where a wide variety of situations require use of professional judgement in circumstances that warrant a case-by-case review. The objective of this position is to support the university’s enrollment goals through timely and effective processing of student’s financial aid application. The Senior Financial Aid Analyst will provide quality customer service to students and families regarding financial aid eligibility and will be responsible to analyze federal and state financial aid applications to determine financial need; prepare and award financial aid packages; and perform all duties related to the financial aid process, including return of Title IV. The Senior Financial Aid Analyst also provides program guidance in assigned area and utilizes high level analytical and interpersonal skills to investigate and resolve student concerns. The incumbent works in collaboration with appropriate campus departments that manage the hiring, payroll and accounts payable components for employers to ensure compliance with the Federal Work Study Program. The incumbent is responsible for the development and maintenance of policies and procedures and frequent reporting to senior management to ensure funding levels are properly monitored. The Senior Financial Aid Analyst serves as the “subject matter expert” to the Student Service Center staff for student questions and concerns related to financial aid that are escalated and/or cannot be resolved. The incumbent ensures problems are resolved in an efficient and effective manner, works collaboratively and effectively with Student Service Center staff to meet customer expectations in a fast-paced and dynamic environment. The Senior Financial Aid Analyst participates in university recruitment and retention activities and will have responsibility for providing information sessions for students, parents and families in support of various outreach efforts. FLSA : Exempt (Not eligible for overtime compensation) Anticipated Hiring Range : $4,841 per month (Anticipated hiring range is at the minimum of the Classification Salary Range) CSU Classification Salary Range : $4,841 per month - $6,884 per month Best-in-class Benefits : Click here to learn more CSU Total Compensation : Click here to learn more Salary Grade/Range : 1 Recruitment Type : Regular (Probationary) Time Base : Full-Time Pay Plan : 12 months Work Hours : Monday - Friday, 8am - 5pm. Work hours may vary depending on department need. Department Information Our mission is to help students and their families search for, apply, receive and maintain eligibility for various types of financial aid. Financial aid education is offered through individual counseling, campus marketing activities and group presentations. Staff also undertakes research and resolution of individual student issues. The office strives to provide timely and accurate financial aid processing that is in full compliance with all federal, state and university regulations. For more information on Financial Aid, please visit: https://www.csus.edu/apply/financial-aid-scholarships/ Minimum Qualifications Knowledge and Abilities Working knowledge of the practices, procedures and activities of the program to which assigned; general knowledge of the methods and problems of organizational and program management. General knowledge of research and interview techniques; and of the principles of individual and group behavior. Ability to interpret and apply program rules and regulations; use initiative and resourcefulness in planning work assignment and in implementing long-range program improvements; obtain factual and interpretative information through interviews; reason logically; collect, compile, analyze and evaluate data and make verbal or written presentations based on these data; advise students individually and in groups on routine matters where required; recognize multicultural, multi-sexed and multi-aged value systems and work accordingly; establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations, private and public agencies and others in committee work, and student advising and community contacts; and, rapidly acquire a general knowledge of the overall operation, functions and programs of the campus to which assigned. Demonstrated ability to make decisions and carry through actions having implications with regard to other program or service areas Services Office. Possession of these knowledge and abilities typically is demonstrated through the Experience requirements below. Experience Possession of these knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master’s degree in a job-related field may be substituted for one year of the professional experience. Education Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown above may be substituted for the required education on a year-for-year basis. Required Qualifications Experience Two years of professional experience in one of the student services program areas or in a related field. (A master’s degree in a job-related field may be substituted for one year of the professional experience). Experience advising students individually and in group settings. Knowledge, Skills and Abilities Knowledge of and ability to apply knowledge of Title IV regulations, federal tax laws and experience with the interpretation and application of regulations performing the verification and awarding process. Knowledge of State Financial Aid regulations, requirements and guidelines and ability to apply knowledge of the specific requirements for purposes of determining correct course of action related to assigned tasks; state aid programs may include, but not limited to; Cal Grant, State University Grant and Middle-Class Scholarship. Knowledge of Federal Financial Aid regulations, requirements and guidelines and ability to apply knowledge of the specific requirements for purposes of determining correct course of action related to assigned tasks; federal aid programs may include, but not limited to, Pell Grant, SEOG, Direct Loans and Federal Work Study. Demonstrated ability to work independently and possess self-direction skills to initiate plans, organize, prioritize, multi-task and coordinate work in a fast-paced organization. Demonstrated ability to apply attention to details and perform with extreme accuracy in all aspects of work; includes all document review, document follow-up, awarding and adjustments and packaging review. Demonstrated ability to interpret, coordinate and provide recommendations for new financial aid programs as approved by Federal, State and/or Institutional regulatory changes. Strong interpersonal skills to establish and maintain cooperative working relationships with students, faculty, staff and external constituents. Excellent organizational and time management skills to prioritize and multi-task, meet goals and deadlines under server time constraints. Strong analytical skills. Experience handling information that is sensitive and personal in nature in a delicate, caring and helpful manner. Experience assisting students on financial aid programs and general academic information related to their area of study by offering factual data as it relates to the student inquiry. Proficient in general use of standard office equipment and common software (e.g., Microsoft Office, Internet, etc.). Demonstrated ability to utilize common student administrative software systems (e.g., PeopleSoft, Document Imaging and Workflow Systems) to retrieve and review information when serving students. Experience performing basic mathematical calculation to recalculate financial aid data and awards. Commitment to maintaining a welcoming and inclusive work environment with diverse colleagues and constituents including faculty, students, staff, and members of the community. Conditions of Employment Ability to pass a background check. Preferred Qualifications Three to five years of experience performing verification, needs analysis and awarding for purposes of determining financial aid eligibility, awarding and disbursing aid. Two or more years of experience with systems such as PeopleSoft CMS, OnBase imaging software and Common Origination and Disbursement (COD), the National Student Loan Data System (NSLDS). Working knowledge and responsibility for student employment and/or federal work study program. Documents Needed to Apply Resume and Cover Letter Failure to upload required documentation may result in disqualification. About Sac State Sacramento State is located in the heart of California’s capital city, five miles from State Capitol. The lush, 300-acre campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the “Farm-to-Fork Capital,” is one of the most ethnically diverse and livable cities in the country, with a population of half of a million. Sacramento State’s 31,000 students come not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1800 faculty and 1,500 staff are committed to meeting our mission: “ As California’s capital university, we transform lives by preparing students for leadership, service, and success. Sacramento State will be a recognized leader in education, innovation, and engagement. ” As the regional hub of higher education, Sac State is dedicated to student success , diversity, equity and inclusion , community engagement , philanthropy , and campus safety . As evidenced by the values embedded in our Hornet Honor Code , Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued. Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning. To learn more about why you should join the Hornet Family, please visit the Why Sac State ? page. Background Check Disclaimer A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with California State University, Sacramento. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University, Sacramento employees who apply for the position. One variation of background check required could be a LiveScan screening, which involves submitting fingerprints at a certified LiveScan Service Center. COVID-19 Vaccine Certification Information: Per the CSU COVID-19 Vaccination Policy , it is strongly recommended that all California State University, Sacramento employees who are accessing office and campus facilities 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. Out of State Employment Policy Sacramento State University, as part of the CSU system, is a State of California Employer. As such, the University requires all employees (up)on date of hire to reside in the State of California. 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. Equal Employment Opportunity California State University, Sacramento is an Affirmative Action/Equal Opportunity Employer and has a strong institutional commitment to the principle of diversity in all areas. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, sex, gender identity/expression, sexual orientation, pregnancy, genetic information, medical condition, marital status, veteran status, or disability. Sacramento State hires only those individuals who are lawfully authorized to accept employment in the United States. It is the policy of California State University, Sacramento to provide reasonable accommodations for qualified persons with disabilities who are employees or applicants for employment. If you need a disability related reasonable accommodation as part of the application and/or interviewing process, visit https://www.csus.edu/administration-business-affairs/human-resources/benefits/reasonable-accomodation.html The University is committed to creating an education and working environment free from discrimination, sexual harassment, sexual violence, domestic violence, dating violence, and stalking. For more information on mandatory training for new employees, visit https://www.csus.edu/administration-business-affairs/human-resources/learning-development/csu-learn.html . Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Fire Safety Right-To-know Act Notification : Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the current Annual Security Report (ASR) is available for viewing at https://www.csus.edu/clery . The ASR contains the current security and safety-related policy statements, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Sacramento State for the last three (3) calendar years. Paper copies are available upon request at the Police Service Center located in the University Union. Eligibility Verification Selected candidate must furnish proof of eligibility to work in the United States. California State University, Sacramento is not a sponsoring agency for staff and management positions (i.e. H-1-B Visa). Note to Applicants: Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement. Advertised: Apr 03 2024 Pacific Daylight Time Applications close: Closing Date/Time:
City of San Rafael, CA
San Rafael, CA, United States
Senior Management Analyst I/II Finance Department Level I: $7,985 - $9,705 per month Level II: $9,507 - $11,555 per month Plus excellent benefits APPLICATION DEADLINE: Apply by Friday, February 16, 2024, for first consideration The City of San Rafael is recruiting to fill a Senior Management Analyst vacancy within the Finance Department. This position will report directly to the Finance Director. The Senior Management Analyst I/II will support the city-wide budget process, including operating and capital budgets as well as long-term financial planning/forecasting. You will perform fiscal and policy analysis of city-run programs and services. As a critical member of the Finance team, you will evaluate opportunities for regional inter-governmental collaborations for improved service delivery or efficiencies, participate in inter-departmental teams on priority special projects (such as Enterprise Resource Planning-ERP-system participation), and review financial policies and procedures to ensure alignment with industry best practices. THE CITY is focused on enhancing our community members' quality of life through well-designed services and a positive workplace culture. San Rafael is the economic and cultural heart of Marin County, and its high quality of life is centered on its commercial districts, engaged neighborhoods, active lifestyle, and natural environment. San Rafael (population 61,000) is a full-service city with a city council/city manager form of government with 12 departments, more than 400 employees, and an annual budget of $120 million. The City's vision is to be a vibrant economic and cultural center reflective of its diversity. The City Council is engaged and seeks to strengthen the urban and commercial areas as well as sustain the beautiful natural environment. San Rafael's Organizational culture framework is an initiative called "Together San Rafael." City employees are our greatest asset, and we seek talented individuals with diverse backgrounds who are creative, curious, and excited about a challenge. We are a results-driven team focused on the needs of community members. The Together San Rafael initiative is focused on modernizing City services and increasing the engagement of employees. This initiative recognizes the interconnectedness of the customer and employee experience. THE POSITION: This position provides advanced staff level assistance to executive or other management level staff, performs a wide variety of responsible and complex administrative and analytic duties, including providing information to the public and communicating Department and City activities and programs. You will join a team of analysts across the City who are assigned to different departments but work together as a team on the important management, budget, communications, and analytic functions for the City. This position is part of the Unrepresented Mid-Managers group and is "at will". Employment may be terminated with or without cause or notice, at any time by the City of San Rafael. Senior Management Analyst I - this is the entry-level classification. Initially incumbents perform the more routine administrative analysis on new and current projects while learning City policies and procedures and gaining specialized knowledge related to the area of assignment. As experienced is gained, there is a greater independence of action within established guidelines. Senior Management Analyst II - this class is the full journey level class and is experienced to work independently in identifying the need for and developing changes to operating practices, systems, programs and policies. Incumbents perform the full array of duties within the area of assignment, including complex analytical projects and providing staff support to department administration and city officials as well as working with high degree of independence in interacting with all levels of city employees, managers, elected officials, community groups, and other governmental agencies and the public. This position performs the following essential job duties (including but not limited to): Assists or leads projects, tasks, and assignments that are priorities for the senior management staff. Assumes direct responsibility for managing a variety of projects and programs; oversee assigned administrative support functions including budget. Supervises, plans, organizes, and reviews the work of lower level technical and clerical staff. Leads departmental communication efforts, providing information to the pubic and interacting with media on issues pertaining to the functions and issues of the Department and City. Participating in drafting and implementing Department and/or City-wide goals, policies, and procedures. Manages or participates in special projects, including complex research of new programs and services, budget analysis and preparation, and feasibility analyses; prepare and present reports; participates in a variety of Department operations. Reviews council reports to ensure financial information is accurate and that policy issues have been addressed in advance. Tracks the impact of State and Federal legislation on the Department or city and make recommendations regarding City positions. Prepares and monitors department annual and capital budgets, mid-year budget review, work plans and periodic forecasts; provides complete analysis of revenues and expenditures for each program, re-forecasts and develops new budgets. Compiles narrative, fiscal and status reports on department, division, project and fund revenues and expenditures and assists with necessary adjustments. Compiles narrative, fiscal and status reports on department, division, project and fund revenues and expenditures and assists with necessary adjustments. Prepares and administers various grants for the department; monitors active grants to ensure that all stipulations and regulations regarding the use of funds are met; and maintains required records to ensure compliance. Participates in the public information functions of the City's Emergency Operation Center. Prepares City Council agenda reports. Acts as staff to City Advisory Committees as directed by senior executive staff. Performs related duties as required. To be eligible for this position, you must have knowledge of: Principles and practices of local government and public administration. Methods of research, program analysis, and report preparation. State legislative procedures. Communication strategies. Public relations and relationship building. Negotiations. Computer skills including graphics software. Municipal budget development and administration. Grant writing and management. To be eligible for this position, you must have the ability to: Communicate effectively both orally and in writing. Work cooperatively with management, staff, and the public. Evaluate program policy and practice. Plan, coordinate and evaluate the work of staff. Compile, organize and analyze complex statistical data. Prepare clear and concise analytical and financial reports. Prioritize and meet multiple, frequently changing deadlines. Work independently and collaboratively to resolve issues and reach consensus. Interpret, apply and communicate policies, procedures and regulations. Make oral presentations. EDUCATION and/or EXPERIENCE: Any combination of education and experience that demonstrates possession of the requisite knowledge, skills, and abilities. A typical way to obtain these would be: Equivalent to graduation from an accredited four-year college or university with major coursework in public administration, business administration or a related field. A master's degree in public administration, public policy, or business administration is highly desirable. Senior Management Analyst I: Three to four years of progressively responsible analytical experience. Senior Management Analyst II (in addition to the requirements for the Senior Management Analyst I, this level requires): Five years or more of experience performing increasingly complex, professional analytical work with a high degree of autonomy. SPECIAL REQUIREMENT: Possession of a valid driver's license See complete Senior Management Analyst I/II Job Description here . PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to use hands to finger coordination, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly exposed to video display and regularly works in insideenvironmental conditions. The employee frequently works in evenings or weekends. The employee occasionally works with use of personal vehicle. The noise level in the work environment is usually moderate. APPLICATION AND SELECTION PROCESS: City of San Rafael application is required . Resumes do not substitute for the City application. Candidates should detail related education and experience on the application. The examination process may include the following application appraisal and oral board interview examination. The passing point for the oral board examination final score will be 70%. Note: Prior to appointment, candidate must pass a pre-employment physical, background check/fingerprinting, and driving record. To file an application, go to: www.calopps.org . Select "Member Agencies". Select "San Rafael". Follow this link to submit your application: https://www.calopps.org/san-rafael/job-20464983 . For more information about the City of San Rafael, please visit www.cityofsanrafael.org . Reasonable Accommodation : The City of San Rafael will make reasonable accommodations in the exam process to accommodate disabled applicants. If you have a disability for which you require accommodation, please contact us at (415) 485-3474 before the test date. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position. Such accommodation must be requested by the applicant. Job PDF: Senior Management Analyst I-II Job Announcement.pdf Benefits The City of San Rafael offers an attractive compensation and benefits program. The salary range for this position is $7,985 - $11,555monthly , DOQ/DOE and a competitive benefits program including: Retirement: The City is a part of the Marin County Employee Retirement Association (MCERA) plan, which offers reciprocity between agencies in CalPERS (this is part of the 37 Act County System); Classic Employees - Tier 2 (hired on or after 7/1/2011) - 2% @ at 55 formula, average of three highest years of compensation PEPRA employees - (hired on or after 1/1/13 or with 6-month break in service) are eligible for a 2% at 62 formula, average of three highest years of compensation Employee contributes an additional 1% of pensionable compensation towards the normal cost of pension in addition to the current employee pension contribution Health Insurance: Full flex cafeteria plan which can be applied to a health plan or converted to cash (Employee Only - $735.86 Employee + 1 - $1,471.71Employee + Family - $1,913.24; Waive Coverage $735.86 Life and Long Term Disability Insurance: $150,000 basic life insurance and long-term disability is two-thirds of the salary up to $7,500 per month Dental Insurance: Fully paid for employee plus dependents Vision Insurance: Fully paid for employee plus dependents Employee Assistance Program (EAP): Available to employee and family members 457 Deferred Comp: Employee optional participation 125 Plan: Employee optional participation Annual Leave: Vacation ranges from 15 to 25 days (depending on years of service), 12 days of Sick Leave, 75 hours of Administrative Leave, 12 Holidays and 1 Floating Holiday. Gym Reimbursement: Employees eligible to receive up to $16.50 per month reimbursement for paid gym memberships Social Security: The City of San Rafael does not contribute to social security. State Disability Insurance: Employees in the group do participate in SDI and are eligible to receive SDI benefits. At Will: Mid-Management employees are "at will" employees. Employment may be terminated with or without cause or notice, at any time by the City of San Rafael. Work Week: 37.5 hours per week/7.5 hours per day - Exempt from overtime Recruitment Contact Contact phone: (415)485-3474 Contact email: rhonda.castellucci@cityofsanrafael.org Closing Date/Time: Until filled
Jul 14, 2024
Senior Management Analyst I/II Finance Department Level I: $7,985 - $9,705 per month Level II: $9,507 - $11,555 per month Plus excellent benefits APPLICATION DEADLINE: Apply by Friday, February 16, 2024, for first consideration The City of San Rafael is recruiting to fill a Senior Management Analyst vacancy within the Finance Department. This position will report directly to the Finance Director. The Senior Management Analyst I/II will support the city-wide budget process, including operating and capital budgets as well as long-term financial planning/forecasting. You will perform fiscal and policy analysis of city-run programs and services. As a critical member of the Finance team, you will evaluate opportunities for regional inter-governmental collaborations for improved service delivery or efficiencies, participate in inter-departmental teams on priority special projects (such as Enterprise Resource Planning-ERP-system participation), and review financial policies and procedures to ensure alignment with industry best practices. THE CITY is focused on enhancing our community members' quality of life through well-designed services and a positive workplace culture. San Rafael is the economic and cultural heart of Marin County, and its high quality of life is centered on its commercial districts, engaged neighborhoods, active lifestyle, and natural environment. San Rafael (population 61,000) is a full-service city with a city council/city manager form of government with 12 departments, more than 400 employees, and an annual budget of $120 million. The City's vision is to be a vibrant economic and cultural center reflective of its diversity. The City Council is engaged and seeks to strengthen the urban and commercial areas as well as sustain the beautiful natural environment. San Rafael's Organizational culture framework is an initiative called "Together San Rafael." City employees are our greatest asset, and we seek talented individuals with diverse backgrounds who are creative, curious, and excited about a challenge. We are a results-driven team focused on the needs of community members. The Together San Rafael initiative is focused on modernizing City services and increasing the engagement of employees. This initiative recognizes the interconnectedness of the customer and employee experience. THE POSITION: This position provides advanced staff level assistance to executive or other management level staff, performs a wide variety of responsible and complex administrative and analytic duties, including providing information to the public and communicating Department and City activities and programs. You will join a team of analysts across the City who are assigned to different departments but work together as a team on the important management, budget, communications, and analytic functions for the City. This position is part of the Unrepresented Mid-Managers group and is "at will". Employment may be terminated with or without cause or notice, at any time by the City of San Rafael. Senior Management Analyst I - this is the entry-level classification. Initially incumbents perform the more routine administrative analysis on new and current projects while learning City policies and procedures and gaining specialized knowledge related to the area of assignment. As experienced is gained, there is a greater independence of action within established guidelines. Senior Management Analyst II - this class is the full journey level class and is experienced to work independently in identifying the need for and developing changes to operating practices, systems, programs and policies. Incumbents perform the full array of duties within the area of assignment, including complex analytical projects and providing staff support to department administration and city officials as well as working with high degree of independence in interacting with all levels of city employees, managers, elected officials, community groups, and other governmental agencies and the public. This position performs the following essential job duties (including but not limited to): Assists or leads projects, tasks, and assignments that are priorities for the senior management staff. Assumes direct responsibility for managing a variety of projects and programs; oversee assigned administrative support functions including budget. Supervises, plans, organizes, and reviews the work of lower level technical and clerical staff. Leads departmental communication efforts, providing information to the pubic and interacting with media on issues pertaining to the functions and issues of the Department and City. Participating in drafting and implementing Department and/or City-wide goals, policies, and procedures. Manages or participates in special projects, including complex research of new programs and services, budget analysis and preparation, and feasibility analyses; prepare and present reports; participates in a variety of Department operations. Reviews council reports to ensure financial information is accurate and that policy issues have been addressed in advance. Tracks the impact of State and Federal legislation on the Department or city and make recommendations regarding City positions. Prepares and monitors department annual and capital budgets, mid-year budget review, work plans and periodic forecasts; provides complete analysis of revenues and expenditures for each program, re-forecasts and develops new budgets. Compiles narrative, fiscal and status reports on department, division, project and fund revenues and expenditures and assists with necessary adjustments. Compiles narrative, fiscal and status reports on department, division, project and fund revenues and expenditures and assists with necessary adjustments. Prepares and administers various grants for the department; monitors active grants to ensure that all stipulations and regulations regarding the use of funds are met; and maintains required records to ensure compliance. Participates in the public information functions of the City's Emergency Operation Center. Prepares City Council agenda reports. Acts as staff to City Advisory Committees as directed by senior executive staff. Performs related duties as required. To be eligible for this position, you must have knowledge of: Principles and practices of local government and public administration. Methods of research, program analysis, and report preparation. State legislative procedures. Communication strategies. Public relations and relationship building. Negotiations. Computer skills including graphics software. Municipal budget development and administration. Grant writing and management. To be eligible for this position, you must have the ability to: Communicate effectively both orally and in writing. Work cooperatively with management, staff, and the public. Evaluate program policy and practice. Plan, coordinate and evaluate the work of staff. Compile, organize and analyze complex statistical data. Prepare clear and concise analytical and financial reports. Prioritize and meet multiple, frequently changing deadlines. Work independently and collaboratively to resolve issues and reach consensus. Interpret, apply and communicate policies, procedures and regulations. Make oral presentations. EDUCATION and/or EXPERIENCE: Any combination of education and experience that demonstrates possession of the requisite knowledge, skills, and abilities. A typical way to obtain these would be: Equivalent to graduation from an accredited four-year college or university with major coursework in public administration, business administration or a related field. A master's degree in public administration, public policy, or business administration is highly desirable. Senior Management Analyst I: Three to four years of progressively responsible analytical experience. Senior Management Analyst II (in addition to the requirements for the Senior Management Analyst I, this level requires): Five years or more of experience performing increasingly complex, professional analytical work with a high degree of autonomy. SPECIAL REQUIREMENT: Possession of a valid driver's license See complete Senior Management Analyst I/II Job Description here . PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to use hands to finger coordination, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly exposed to video display and regularly works in insideenvironmental conditions. The employee frequently works in evenings or weekends. The employee occasionally works with use of personal vehicle. The noise level in the work environment is usually moderate. APPLICATION AND SELECTION PROCESS: City of San Rafael application is required . Resumes do not substitute for the City application. Candidates should detail related education and experience on the application. The examination process may include the following application appraisal and oral board interview examination. The passing point for the oral board examination final score will be 70%. Note: Prior to appointment, candidate must pass a pre-employment physical, background check/fingerprinting, and driving record. To file an application, go to: www.calopps.org . Select "Member Agencies". Select "San Rafael". Follow this link to submit your application: https://www.calopps.org/san-rafael/job-20464983 . For more information about the City of San Rafael, please visit www.cityofsanrafael.org . Reasonable Accommodation : The City of San Rafael will make reasonable accommodations in the exam process to accommodate disabled applicants. If you have a disability for which you require accommodation, please contact us at (415) 485-3474 before the test date. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position. Such accommodation must be requested by the applicant. Job PDF: Senior Management Analyst I-II Job Announcement.pdf Benefits The City of San Rafael offers an attractive compensation and benefits program. The salary range for this position is $7,985 - $11,555monthly , DOQ/DOE and a competitive benefits program including: Retirement: The City is a part of the Marin County Employee Retirement Association (MCERA) plan, which offers reciprocity between agencies in CalPERS (this is part of the 37 Act County System); Classic Employees - Tier 2 (hired on or after 7/1/2011) - 2% @ at 55 formula, average of three highest years of compensation PEPRA employees - (hired on or after 1/1/13 or with 6-month break in service) are eligible for a 2% at 62 formula, average of three highest years of compensation Employee contributes an additional 1% of pensionable compensation towards the normal cost of pension in addition to the current employee pension contribution Health Insurance: Full flex cafeteria plan which can be applied to a health plan or converted to cash (Employee Only - $735.86 Employee + 1 - $1,471.71Employee + Family - $1,913.24; Waive Coverage $735.86 Life and Long Term Disability Insurance: $150,000 basic life insurance and long-term disability is two-thirds of the salary up to $7,500 per month Dental Insurance: Fully paid for employee plus dependents Vision Insurance: Fully paid for employee plus dependents Employee Assistance Program (EAP): Available to employee and family members 457 Deferred Comp: Employee optional participation 125 Plan: Employee optional participation Annual Leave: Vacation ranges from 15 to 25 days (depending on years of service), 12 days of Sick Leave, 75 hours of Administrative Leave, 12 Holidays and 1 Floating Holiday. Gym Reimbursement: Employees eligible to receive up to $16.50 per month reimbursement for paid gym memberships Social Security: The City of San Rafael does not contribute to social security. State Disability Insurance: Employees in the group do participate in SDI and are eligible to receive SDI benefits. At Will: Mid-Management employees are "at will" employees. Employment may be terminated with or without cause or notice, at any time by the City of San Rafael. Work Week: 37.5 hours per week/7.5 hours per day - Exempt from overtime Recruitment Contact Contact phone: (415)485-3474 Contact email: rhonda.castellucci@cityofsanrafael.org Closing Date/Time: Until filled
Cal State University (CSU) Monterey Bay
100 Campus Center, Seaside, CA 93955, USA
Classification: Senior Budget Analyst Hours: Full-time / 40 hours per week FLSA: Exempt Anticipated Hiring Salary Range: $6,000 - $6,800* mo. CSU Salary Schedule *CSUMB provides pay scales representing its good faith estimate of what the university reasonably expects to pay for this position. The pay offered to a selected candidate will be determined on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, and CSU systemwide pay for comparable jobs. Priority Screening Date: July 18 2024 Recruitment Status: Open Until Filled ABOUT CSUMB California State University, Monterey Bay is a mid-sized university in California’s Central Coast that grants undergraduate and graduate degrees. Powered by an inspiring Founding Vision Statement , CSUMB is part of the nation’s largest four-year public university system, California State University , which educates nearly 460,000 students every year. With a vibrant, diverse student body of over 7,000 students, CSU Monterey Bay is both a Minority Serving Institution and a Hispanic Serving Institution. Our staff and faculty transform students’ lives with a focus on student success and engagement through experiential learning, service learning, and a strong emphasis on multicultural and global perspectives. CSUMB’s sustainability goal is to be carbon neutral by 2030. The university’s Strategic Plan prioritizes inclusive excellence through recruiting and investing in developing a diverse body of faculty, staff and administrators. Many appreciate living and working close to the shores of beautiful Monterey Bay, with easy access to recreational areas from Big Sur to Santa Cruz. Nearby opportunities for collaborative research include working in the Monterey Bay National Marine Sanctuary and Silicon Valley, and with colleagues at local research universities, including UC Santa Cruz and Stanford University. As one of the 23 campuses in the CSU system, CSUMB offers excellent benefits, including access to below-market-rate rental housing on East Campus, and competitive salaries for faculty and staff. With proximity to the San Francisco Bay Area and San Jose, opportunities for faculty, staff and students are as endless as the shores of the nearby Pacific Ocean. PURPOSE : Under the general supervision of the Associate Vice President of Finance, the Senior Budget Analyst independently performs the full range of professional budgeting work, including complex and in-depth analysis, required to develop and administer the California State University, Monterey Bay (CSUMB) budget. The incumbent also assists in providing consultative budget-related services to campus officials and employees. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following : Analyzes budgetary data and financial information; prepares reports to illustrate findings. Develops budgetary information through analysis and forecasting within context of policies, practices and expert knowledge of data flow and budgetary planning. Assists in providing consultative guidance to campus constituencies in administering budgetary and financial policies and practices, ensuring compliance with CSU system and campus budgeting policies. Develops and implements budgetary reporting in conjunction with system analysts and financial departments to provide accurate, timely reporting designed for various campus constituencies, such as senior management, Budget Office and campus divisions and departments, with various data displays for ease of comprehension. Performs or oversees analysis and processing of CFS budget transfers and other forms related to the campus-wide Labor Cost Distribution (LCD) (Position Funding Forms & Payroll Adjustments). Performs complex salary calculations and distributes the campus-wide compensation pool for bargaining-unit driven salary increases, including forecasting of annual funding requirements. Conducts benefit usage (employer-cost) analyses and projects a central employer-cost benefits pool. Provides administrative support in the preparation and allocation of the comprehensive annual budget for operating and capital improvement programs, assisting in ensuring the financial integrity of the campus is maintained. Assists in developing, recommending and implementing short and long-term budget planning. Participates in preparation of the annual campus budget submission to the CSU Chancellor's Office in the required coded format of the CSU Financial Information Resource Management System (FIRMS). Interprets, coordinates, and processes Interagency Financial Transactions (IFTs) from the systemwide office used to allocate funding to campuses regularly throughout the year for various projects, initiatives, and other programs as needed. Creates efficiencies that help the budget office to streamline processes e.g., documentation/ organization of current processes, creation of online trainings, assistance in campus use of current and future financial software, etc. Assist in the development, implementation, and maintenance of the student fee master database of approved student fees. This will include the collection of all applicable documentation from the Student Fee Advisory Committee (SFAC), including but not limited to SFAC minutes, fee proposals & supporting documentation, Presidential approval, etc. As an ex-officio member of the SFAC, the incumbent will review and evaluate information to ensure detail is complete to pass audit requirements, including cross-referencing as appropriate. Maintains extensive knowledge about the history of various CSU methods of approving fees, as established by current and prior Executive Orders. Develops and produces fee history reports for Finance and campus constituencies as appropriate. Assists in reviewing and analyzing fee requests from self-support units, outside of the SFAC purview. May make recommendations to leadership consistent with prior year submissions and CSU policy. Assists in the maintenance of trust fund agreements, including maintaining a Finance master list accessible by selected personnel. Maintains paperless documentation of trust agreements in meticulous detail. Audits and analyzes fund codes in CFS to ensure compliance with CSU Fund Attributes and CSUMB requirements prior to execution of new or revised agreements. Ensures agreements are filed and available for all trust funds to meet audit requirements and compliance on a quarterly basis. Other responsibilities can include the creation of agreements for new requests, the de-activation of existing trusts, etc. Other Functions : Performs other job-related duties and special projects as assigned. KNOWLEDGE, SKILLS AND ABILITIES : Thorough knowledge of financial, budgetary and accounting principles and practices. General knowledge of the purpose, functions, and fiscal organization of the campus; principles of position control and budgetary alignment. Working knowledge of the principles and practices of public finance, administrative personnel, fiscal management and cash-flow management; research techniques and statistical principles and procedures. Advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems. Knowledge of or ability to learn quickly the financial structure and financial procedures of the CSU. Advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems. Ability to : analyze and review the budgets and financial practices of the campus; communicate clearly and present complex budget information in a clear, concise and professional manner; analyze situations accurately, and develop an effective course of action; establish and maintain effective working relationships within and outside the work group. MINIMUM QUALIFICATIONS : Equivalent to a bachelor’s degree with a major in accounting, business administration, finance or a closely related field OR a combination of education and experience which provides the required knowledge and abilities. Three (3) years of progressively responsible analytical experience including two years performing work involving the preparation, justification, and analysis, or the control and administration of a budget or budgetary program. SPECIALIZED SKILLS : Skilled in: budgetary/financial analysis, evaluation, and planning; administering budgets or financial plans; and ensuring the use of appropriate budgetary controls. Demonstrated ability to develop or improve administrative policies, procedures and/or practices. Thorough knowledge of office systems and ability to use a broad range of technology, systems, and software packages to include complex financial and human resources systems. Demonstrated ability to address the essential functions associated with this position including the knowledge and abilities identified above. PREFERRED QUALIFICATIONS : Campus-wide or company-wide budgetary program analysis, planning or administration experience. Ability to: take responsibility and the initiative to prioritize emerging issues: handle multiple tasks and projects; work with representatives from public and private entities and handle potentially sensitive situations and confidential information; understand and analyze situations or issues from a broad, interactive perspective, discern applicable underlying principles and develop a strategic solution; effectively work with various campus constituencies using consultative and facilitation skills to build consensus. CSU or higher education budgetary or financial experience. Knowledge of the principles and practices of governmental budgeting, accounting and public finance. Experience with: PeopleSoft Human Resources, Finance or similar enterprise-wide information management system, including implementation experience; data query tools, such as BRIO/Hyperion or similar products; information retrieval and data presentation and reporting. Google applications; and, Microsoft Professional Suite-especially PowerPoint, Word, Excel, etc. Technical fluency with Oracle/PeopleSoft, CSU Common Management System or equivalent student/finance information system; Microsoft Office Professional Suite, and Google mail and calendaring programs. SPECIAL CONDITIONS OF EMPLOYMENT & POSITION DESIGNATIONS : All offers of employment are contingent upon the successful completion of a background check (including a criminal records check). The person holding this position will have a duty to report to the Campus Title IX Officer information pertaining to discrimination, harassment, sexual misconduct, sexual exploitation, dating violence, domestic violence, stalking, and retaliation and is required to comply with the requirements set forth in CSU Executive Order EO 1095, EO 1096, and EO 1097 as a condition of employment. This position has been designated as a sensitive position with access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards . This position has been designated as a sensitive position with: access to, or control over, cash, checks, credit cards, and/or credit card account information access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards This position is designated as a Campus Security Authority (CSA). The position is required to participate in training at the direction of the Clery Director and must also promptly report allegations of reportable crimes according to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, its accompanying regulations; the California State Education Code, Chapter 15.5, of the Donahoe Higher Education Act, Section 67380; and the California State University system-wide policy, Code EO 1107. May require occasional evenings and/or weekend work. PHYSICAL ENVIRONMENT : Office environment with standard equipment and tasks. The position requires working at a computer and desk for extended periods of time. May require travel between campus offices and off-campus locations. The health and safety of our students, faculty, and staff remain our highest priority. While on campus, students, faculty, staff, and the community will be expected to follow all campus safety mandates. BENEFITS/PERKS : CSUMB offers a premium benefit package that includes outstanding vacation, health, dental and vision plans; membership in the California Public Employees Retirement System (CalPERS); and 15 paid holidays a year. For more information, visit Employee Benefits Summary . As a perk, the University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability; visit Schoonover Employee Housing for more information. APPLICATION PROCEDURE : For full consideration, applicants must complete the required online application prior to the priority screen date found at Careers at CSUMB . Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned. CSUMB is not a sponsoring agency for staff or management positions. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting Human Resources at (831) 582-3389 or emailing humanresources@csumb.edu . All employees must be eligible for employment in the U.S. GENERAL INFORMATION : CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at https://csumb.edu/clery/asr-and-fsr-notices-availability/ . CSUMB is a smoke and tobacco-free campus. EQUAL OPPORTUNITY EMPLOYER : CSUMB is an Equal Opportunity employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability. Advertised: Jun 27 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Jun 28, 2024
Classification: Senior Budget Analyst Hours: Full-time / 40 hours per week FLSA: Exempt Anticipated Hiring Salary Range: $6,000 - $6,800* mo. CSU Salary Schedule *CSUMB provides pay scales representing its good faith estimate of what the university reasonably expects to pay for this position. The pay offered to a selected candidate will be determined on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, and CSU systemwide pay for comparable jobs. Priority Screening Date: July 18 2024 Recruitment Status: Open Until Filled ABOUT CSUMB California State University, Monterey Bay is a mid-sized university in California’s Central Coast that grants undergraduate and graduate degrees. Powered by an inspiring Founding Vision Statement , CSUMB is part of the nation’s largest four-year public university system, California State University , which educates nearly 460,000 students every year. With a vibrant, diverse student body of over 7,000 students, CSU Monterey Bay is both a Minority Serving Institution and a Hispanic Serving Institution. Our staff and faculty transform students’ lives with a focus on student success and engagement through experiential learning, service learning, and a strong emphasis on multicultural and global perspectives. CSUMB’s sustainability goal is to be carbon neutral by 2030. The university’s Strategic Plan prioritizes inclusive excellence through recruiting and investing in developing a diverse body of faculty, staff and administrators. Many appreciate living and working close to the shores of beautiful Monterey Bay, with easy access to recreational areas from Big Sur to Santa Cruz. Nearby opportunities for collaborative research include working in the Monterey Bay National Marine Sanctuary and Silicon Valley, and with colleagues at local research universities, including UC Santa Cruz and Stanford University. As one of the 23 campuses in the CSU system, CSUMB offers excellent benefits, including access to below-market-rate rental housing on East Campus, and competitive salaries for faculty and staff. With proximity to the San Francisco Bay Area and San Jose, opportunities for faculty, staff and students are as endless as the shores of the nearby Pacific Ocean. PURPOSE : Under the general supervision of the Associate Vice President of Finance, the Senior Budget Analyst independently performs the full range of professional budgeting work, including complex and in-depth analysis, required to develop and administer the California State University, Monterey Bay (CSUMB) budget. The incumbent also assists in providing consultative budget-related services to campus officials and employees. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following : Analyzes budgetary data and financial information; prepares reports to illustrate findings. Develops budgetary information through analysis and forecasting within context of policies, practices and expert knowledge of data flow and budgetary planning. Assists in providing consultative guidance to campus constituencies in administering budgetary and financial policies and practices, ensuring compliance with CSU system and campus budgeting policies. Develops and implements budgetary reporting in conjunction with system analysts and financial departments to provide accurate, timely reporting designed for various campus constituencies, such as senior management, Budget Office and campus divisions and departments, with various data displays for ease of comprehension. Performs or oversees analysis and processing of CFS budget transfers and other forms related to the campus-wide Labor Cost Distribution (LCD) (Position Funding Forms & Payroll Adjustments). Performs complex salary calculations and distributes the campus-wide compensation pool for bargaining-unit driven salary increases, including forecasting of annual funding requirements. Conducts benefit usage (employer-cost) analyses and projects a central employer-cost benefits pool. Provides administrative support in the preparation and allocation of the comprehensive annual budget for operating and capital improvement programs, assisting in ensuring the financial integrity of the campus is maintained. Assists in developing, recommending and implementing short and long-term budget planning. Participates in preparation of the annual campus budget submission to the CSU Chancellor's Office in the required coded format of the CSU Financial Information Resource Management System (FIRMS). Interprets, coordinates, and processes Interagency Financial Transactions (IFTs) from the systemwide office used to allocate funding to campuses regularly throughout the year for various projects, initiatives, and other programs as needed. Creates efficiencies that help the budget office to streamline processes e.g., documentation/ organization of current processes, creation of online trainings, assistance in campus use of current and future financial software, etc. Assist in the development, implementation, and maintenance of the student fee master database of approved student fees. This will include the collection of all applicable documentation from the Student Fee Advisory Committee (SFAC), including but not limited to SFAC minutes, fee proposals & supporting documentation, Presidential approval, etc. As an ex-officio member of the SFAC, the incumbent will review and evaluate information to ensure detail is complete to pass audit requirements, including cross-referencing as appropriate. Maintains extensive knowledge about the history of various CSU methods of approving fees, as established by current and prior Executive Orders. Develops and produces fee history reports for Finance and campus constituencies as appropriate. Assists in reviewing and analyzing fee requests from self-support units, outside of the SFAC purview. May make recommendations to leadership consistent with prior year submissions and CSU policy. Assists in the maintenance of trust fund agreements, including maintaining a Finance master list accessible by selected personnel. Maintains paperless documentation of trust agreements in meticulous detail. Audits and analyzes fund codes in CFS to ensure compliance with CSU Fund Attributes and CSUMB requirements prior to execution of new or revised agreements. Ensures agreements are filed and available for all trust funds to meet audit requirements and compliance on a quarterly basis. Other responsibilities can include the creation of agreements for new requests, the de-activation of existing trusts, etc. Other Functions : Performs other job-related duties and special projects as assigned. KNOWLEDGE, SKILLS AND ABILITIES : Thorough knowledge of financial, budgetary and accounting principles and practices. General knowledge of the purpose, functions, and fiscal organization of the campus; principles of position control and budgetary alignment. Working knowledge of the principles and practices of public finance, administrative personnel, fiscal management and cash-flow management; research techniques and statistical principles and procedures. Advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems. Knowledge of or ability to learn quickly the financial structure and financial procedures of the CSU. Advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems. Ability to : analyze and review the budgets and financial practices of the campus; communicate clearly and present complex budget information in a clear, concise and professional manner; analyze situations accurately, and develop an effective course of action; establish and maintain effective working relationships within and outside the work group. MINIMUM QUALIFICATIONS : Equivalent to a bachelor’s degree with a major in accounting, business administration, finance or a closely related field OR a combination of education and experience which provides the required knowledge and abilities. Three (3) years of progressively responsible analytical experience including two years performing work involving the preparation, justification, and analysis, or the control and administration of a budget or budgetary program. SPECIALIZED SKILLS : Skilled in: budgetary/financial analysis, evaluation, and planning; administering budgets or financial plans; and ensuring the use of appropriate budgetary controls. Demonstrated ability to develop or improve administrative policies, procedures and/or practices. Thorough knowledge of office systems and ability to use a broad range of technology, systems, and software packages to include complex financial and human resources systems. Demonstrated ability to address the essential functions associated with this position including the knowledge and abilities identified above. PREFERRED QUALIFICATIONS : Campus-wide or company-wide budgetary program analysis, planning or administration experience. Ability to: take responsibility and the initiative to prioritize emerging issues: handle multiple tasks and projects; work with representatives from public and private entities and handle potentially sensitive situations and confidential information; understand and analyze situations or issues from a broad, interactive perspective, discern applicable underlying principles and develop a strategic solution; effectively work with various campus constituencies using consultative and facilitation skills to build consensus. CSU or higher education budgetary or financial experience. Knowledge of the principles and practices of governmental budgeting, accounting and public finance. Experience with: PeopleSoft Human Resources, Finance or similar enterprise-wide information management system, including implementation experience; data query tools, such as BRIO/Hyperion or similar products; information retrieval and data presentation and reporting. Google applications; and, Microsoft Professional Suite-especially PowerPoint, Word, Excel, etc. Technical fluency with Oracle/PeopleSoft, CSU Common Management System or equivalent student/finance information system; Microsoft Office Professional Suite, and Google mail and calendaring programs. SPECIAL CONDITIONS OF EMPLOYMENT & POSITION DESIGNATIONS : All offers of employment are contingent upon the successful completion of a background check (including a criminal records check). The person holding this position will have a duty to report to the Campus Title IX Officer information pertaining to discrimination, harassment, sexual misconduct, sexual exploitation, dating violence, domestic violence, stalking, and retaliation and is required to comply with the requirements set forth in CSU Executive Order EO 1095, EO 1096, and EO 1097 as a condition of employment. This position has been designated as a sensitive position with access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards . This position has been designated as a sensitive position with: access to, or control over, cash, checks, credit cards, and/or credit card account information access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards This position is designated as a Campus Security Authority (CSA). The position is required to participate in training at the direction of the Clery Director and must also promptly report allegations of reportable crimes according to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, its accompanying regulations; the California State Education Code, Chapter 15.5, of the Donahoe Higher Education Act, Section 67380; and the California State University system-wide policy, Code EO 1107. May require occasional evenings and/or weekend work. PHYSICAL ENVIRONMENT : Office environment with standard equipment and tasks. The position requires working at a computer and desk for extended periods of time. May require travel between campus offices and off-campus locations. The health and safety of our students, faculty, and staff remain our highest priority. While on campus, students, faculty, staff, and the community will be expected to follow all campus safety mandates. BENEFITS/PERKS : CSUMB offers a premium benefit package that includes outstanding vacation, health, dental and vision plans; membership in the California Public Employees Retirement System (CalPERS); and 15 paid holidays a year. For more information, visit Employee Benefits Summary . As a perk, the University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability; visit Schoonover Employee Housing for more information. APPLICATION PROCEDURE : For full consideration, applicants must complete the required online application prior to the priority screen date found at Careers at CSUMB . Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned. CSUMB is not a sponsoring agency for staff or management positions. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting Human Resources at (831) 582-3389 or emailing humanresources@csumb.edu . All employees must be eligible for employment in the U.S. GENERAL INFORMATION : CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at https://csumb.edu/clery/asr-and-fsr-notices-availability/ . CSUMB is a smoke and tobacco-free campus. EQUAL OPPORTUNITY EMPLOYER : CSUMB is an Equal Opportunity employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability. Advertised: Jun 27 2024 Pacific Daylight Time Applications close: Closing Date/Time:
City of Sacramento, CA
Sacramento, California, United States
THE POSITION THIS POSTING WILL BE OPEN UNTIL FILLED Application cut-off dates are weekly, every Monday With supervisor approval, incumbents may be eligible for intermittent remote work; however, they must physically reside within the Sacramento region or have the ability to regularly report to a City of Sacramento physical worksite with little notice. Under the direction of the City Treasurer, the Debt Management division is responsible for the issuance and management of multiple debt financings for the benefit of the City of Sacramento. The division collaborates with various internal and external parties to utilize the most cost-effective approach to meet the City’s financing needs. The division is also responsible for numerous post-issuance requirements related to the management of the City’s outstanding debt pursuant to federal and state requirements and bond covenants. IDEAL CANDIDATE STATEMENT The ideal candidate in the Debt Management Division of the City Treasurer’s Office should have strong attention to detail and comprehensive knowledge of Office 365. The ideal candidate will have experience working with municipal finance, or special districts management; experience working on negotiated bond issuances and managing debt service; performing financial reconciliation and financial analysis. The ideal candidate should possess effective organizational and interpersonal skills including written and verbal communication skills. Under general supervision, the Senior Debt Analyst performs professional level work related to debt issuances and debt management. The Senior Debt Analyst performs management of complex programs and projects, associated with debt-related responsibilities within the Debt Management Division of the Office of the Treasurer; collaborates with legal counsel, consultants, banks and underwriters on debt-related issues; and helps ensure City compliance with applicable, state and federal laws, ordinances, codes, and policies. DISTINGUISHING CHARACTERISTICS This advanced journey-level classification may be populated with multiple incumbents. An incumbent works with a moderate level of independent authority, supporting programs/functions that have a citywide financial impact. This classification is distinguished from the next lower classification of Debt Analyst by the degree of independence assigned to incumbents, and the possible assignment of supervisory responsibilities. Senior Debt Analyst is distinguished from the Treasury Manager in that the latter manages the debt management and financing program and may act in the absence of the City Treasurer. SUPERVISION RECEIVED AND EXERCISED Limited direction is provided higher-level management. An incumbent may provide lead direction and/or supervision of subordinate staff, but lack of such assignment is not critical to defining the class. ESSENTIAL DUTIES AND RESPONSIBILITIES Depending on assignment, duties may include, but are not limited to, the following: Prepares and manages all phases of debt financing including bond sizing, debt structuring, official statement preparation, development and review for legal compliance. Performs strategic financial analysis to identify and recommend specific financing and risk management strategies; conducts market research to determine pricing. Provides technical advice and guidance to high level managers on debt and capital financing issues; assists in the development of multi-series or multi-prong issuance of debt. Performs a variety of tasks associated with the management of the City's debt portfolio including post-issuance and compliance. Assists in the development and implementation of debt management policies, practices and procedures; attends meetings, conferences, and workshops; may participate on committees and task forces as required; may make presentations to various groups and individuals. Other related duties may also be performed; not all duties listed are necessarily performed by each individual holding this classification. QUALIFICATIONS Knowledge of: Principles and practices of modern public administration. Principles and practices of municipal debt issuance and management. Financing instruments, derivative products and credit enhancements. Federal and state regulations related to municipal finance and bond issuance. Principles and practices of financial analysis and record keeping, including computerized reporting; fundamental principles and methods of cash flow analysis and projection. Current literature, laws, regulations, and developments, as well as various agencies that impact municipal Treasury activities. Research methods and report writing techniques. Bond issuance and management strategies in a government, municipal, or local agency. Fundamental principles and techniques of project management. Skill in: Use of modern information technology instruments, including computers, software applications and peripherals, as they relate to areas of assignment. Ability to: Participate in bond-related activities within a public city treasury; meet critical deadlines and complete assignments and tasks in an accurate and timely manner. Read and understand laws and regulations impacting municipal finance activities, particularly those related to bond issuance and management. Establish and maintain effective working relationships with public officials, public/private agencies, the general public, and others on a variety of issues. Calculate present, future and discounted cash flows. Prepare and present narrative, financial, and statistical reports, correspondence, and other documents. EXPERIENCE AND EDUCATION Experience: Five years of professional and analytical, debt-related work preferably in a government, municipal, or local agency that included some responsibility for managing financial transactions and/or issuance of bonds. -AND- Education: Graduation from an accredited college or university with a bachelor's degree. Substitution: A Master's degree in a related field may substitute for one year of the required experience. OR Additional qualifying experience may substitute for the required education on a year for year basis. PROOF OF EDUCATION Should education be used to qualify for this position, then proof of education such as, but not limited to, university/college transcripts and degrees should be submitted with your application and will be required at the time of appointment . Unofficial documents and/or copies are acceptable. An applicant with a college degree obtained outside the United States must have education records evaluated by a credentials evaluation service. Evaluation of education records will be due at time of appointment. SPECIAL QUALIFICATIONS Driver License: Possession of a valid California Class C Driver License may be required at the time of appointment. For positions where ability to drive is not an essential function, the employee must be able to arrange reliable and timely transportation whether through use of their private vehicle, use of government vehicle (when available) or through other private or public transportation for their attendance at essential off-site meetings, events, and trainings. THE SELECTION PROCEDURE Please note, the City of Sacramento's preferred method of communication with applicants is via e-mail. As such, please ensure you verify the e-mail address on your application, and check your e-mail frequently, including your spam and junk folders. All e-mail notifications can also be accessed through the governmentjobs.com applicant inbox. 1. Application: (Pass/Fail) - All applicants must complete and submit online a City of Sacramento employment application for further consideration by the next posted cut -off date; Employment applications must be submitted online; paper applications will not be accepted. Employment applications will be considered incomplete and will be disqualified: If applicants do not list current and past job-related experience in the duties area of the "Work Experience" section. Note: Qualifying experience is based on full-time experience (40 hours per week). Qualifying experience is calculated to the full-time equivalent (pro-rated if less than 40 hours/week). If "see resume" is noted in the "Work Experience" section; a resume will not substitute for the information required in the "Work Experience" section. Position/job titles will not be considered in determining eligibility for meeting the minimum qualifications for this position. Proof of education such as, but not limited to, university/college transcripts and degrees should be submitted online with your application. Proof of education will be required at time of appointment. 2. Supplemental Questionnaire: (Pass/Fail) - In addition to the City of Sacramento employment application, all applicants must complete and submit online responses to the supplemental questionnaire to the City of Sacramento Employment Office as part of the application process ; Responses to the supplemental questionnaire must be submitted online; paper questionnaire will not be accepted. Incomplete supplemental questionnaire will not pass the review process; omitted information cannot be considered or assumed. A resume will not substitute for the information required in the supplemental questionnaire. Possession of the minimum qualifications is not necessarily a guarantee for further advancement in the selection process. 3. Screening Committee: (Pass/Fail) - All applications received will be forwarded to the hiring department for review until the position is filled. The hiring department will select the most competitive applications for further consideration. Human Resources will only evaluate employment applications for the minimum qualifications, as stated on the job announcement, for applications selected by the hiring department. 4. Interview Process: Human Resources will forward applications to the hiring department. Those determined to be the most qualified candidates will be invited to participate in an interview process. 5. Conditional Hire: Upon receipt of a conditional offer, the selected candidate must complete and pass Live Scan/fingerprinting. If applicable, candidates may also need to pass a pre-employment medical exam, controlled substance and/or alcohol test, and possess any required licensure or certification prior to receiving a start date from the Department. Failure to meet these prerequisites will be grounds for withdrawal of your conditional offer of employment. QUESTIONS: For questions concerning this job announcement and the application process: Please visit https://www.governmentjobs.com/Home/ApplicationGuide for a comprehensive, step-by-step guide to the application process. For technical support between 6 AM - 5 PM PT, contact Live Application Support at 855-524-5627. Visit the City of Sacramento Human Resources Department website at https://www.cityofsacramento.gov/HR/employment ; Send an email to employment@cityofsacramento.org ; or Call the Human Resources Department at (916) 808-5726 Bilingual Pay Did you know that the City offers bilingual pay? That's right, most labor agreements offer the option of providing employees with bilingual pay if the department deems it to be operationally necessary. Pension Reform Act The City of Sacramento is covered by the California Public Employees' Retirement System, and as such, must adhere to the California Public Employee's Pension Reform Act (PEPRA) of 2013. Please note that the provisions within this act may affect or impact an applicant's eligibility and/or selection for open vacancies at the City of Sacramento. Equal Opportunity Employer The City of Sacramento is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Additional Information Civil Service Rules: https://www.cityofsacramento.gov/content/dam/portal/hr/documentlibrary/CivilServiceBoardRules62012.pdf Union Contracts: https://www.cityofsacramento.gov/HR/labor-agreements.html Salary Schedule: https://www.cityofsacramento.gov/content/dam/portal/hr/documentlibrary/SalarySchedule.pdf Closing Date/Time: Continuous
Jul 14, 2024
Full Time
THE POSITION THIS POSTING WILL BE OPEN UNTIL FILLED Application cut-off dates are weekly, every Monday With supervisor approval, incumbents may be eligible for intermittent remote work; however, they must physically reside within the Sacramento region or have the ability to regularly report to a City of Sacramento physical worksite with little notice. Under the direction of the City Treasurer, the Debt Management division is responsible for the issuance and management of multiple debt financings for the benefit of the City of Sacramento. The division collaborates with various internal and external parties to utilize the most cost-effective approach to meet the City’s financing needs. The division is also responsible for numerous post-issuance requirements related to the management of the City’s outstanding debt pursuant to federal and state requirements and bond covenants. IDEAL CANDIDATE STATEMENT The ideal candidate in the Debt Management Division of the City Treasurer’s Office should have strong attention to detail and comprehensive knowledge of Office 365. The ideal candidate will have experience working with municipal finance, or special districts management; experience working on negotiated bond issuances and managing debt service; performing financial reconciliation and financial analysis. The ideal candidate should possess effective organizational and interpersonal skills including written and verbal communication skills. Under general supervision, the Senior Debt Analyst performs professional level work related to debt issuances and debt management. The Senior Debt Analyst performs management of complex programs and projects, associated with debt-related responsibilities within the Debt Management Division of the Office of the Treasurer; collaborates with legal counsel, consultants, banks and underwriters on debt-related issues; and helps ensure City compliance with applicable, state and federal laws, ordinances, codes, and policies. DISTINGUISHING CHARACTERISTICS This advanced journey-level classification may be populated with multiple incumbents. An incumbent works with a moderate level of independent authority, supporting programs/functions that have a citywide financial impact. This classification is distinguished from the next lower classification of Debt Analyst by the degree of independence assigned to incumbents, and the possible assignment of supervisory responsibilities. Senior Debt Analyst is distinguished from the Treasury Manager in that the latter manages the debt management and financing program and may act in the absence of the City Treasurer. SUPERVISION RECEIVED AND EXERCISED Limited direction is provided higher-level management. An incumbent may provide lead direction and/or supervision of subordinate staff, but lack of such assignment is not critical to defining the class. ESSENTIAL DUTIES AND RESPONSIBILITIES Depending on assignment, duties may include, but are not limited to, the following: Prepares and manages all phases of debt financing including bond sizing, debt structuring, official statement preparation, development and review for legal compliance. Performs strategic financial analysis to identify and recommend specific financing and risk management strategies; conducts market research to determine pricing. Provides technical advice and guidance to high level managers on debt and capital financing issues; assists in the development of multi-series or multi-prong issuance of debt. Performs a variety of tasks associated with the management of the City's debt portfolio including post-issuance and compliance. Assists in the development and implementation of debt management policies, practices and procedures; attends meetings, conferences, and workshops; may participate on committees and task forces as required; may make presentations to various groups and individuals. Other related duties may also be performed; not all duties listed are necessarily performed by each individual holding this classification. QUALIFICATIONS Knowledge of: Principles and practices of modern public administration. Principles and practices of municipal debt issuance and management. Financing instruments, derivative products and credit enhancements. Federal and state regulations related to municipal finance and bond issuance. Principles and practices of financial analysis and record keeping, including computerized reporting; fundamental principles and methods of cash flow analysis and projection. Current literature, laws, regulations, and developments, as well as various agencies that impact municipal Treasury activities. Research methods and report writing techniques. Bond issuance and management strategies in a government, municipal, or local agency. Fundamental principles and techniques of project management. Skill in: Use of modern information technology instruments, including computers, software applications and peripherals, as they relate to areas of assignment. Ability to: Participate in bond-related activities within a public city treasury; meet critical deadlines and complete assignments and tasks in an accurate and timely manner. Read and understand laws and regulations impacting municipal finance activities, particularly those related to bond issuance and management. Establish and maintain effective working relationships with public officials, public/private agencies, the general public, and others on a variety of issues. Calculate present, future and discounted cash flows. Prepare and present narrative, financial, and statistical reports, correspondence, and other documents. EXPERIENCE AND EDUCATION Experience: Five years of professional and analytical, debt-related work preferably in a government, municipal, or local agency that included some responsibility for managing financial transactions and/or issuance of bonds. -AND- Education: Graduation from an accredited college or university with a bachelor's degree. Substitution: A Master's degree in a related field may substitute for one year of the required experience. OR Additional qualifying experience may substitute for the required education on a year for year basis. PROOF OF EDUCATION Should education be used to qualify for this position, then proof of education such as, but not limited to, university/college transcripts and degrees should be submitted with your application and will be required at the time of appointment . Unofficial documents and/or copies are acceptable. An applicant with a college degree obtained outside the United States must have education records evaluated by a credentials evaluation service. Evaluation of education records will be due at time of appointment. SPECIAL QUALIFICATIONS Driver License: Possession of a valid California Class C Driver License may be required at the time of appointment. For positions where ability to drive is not an essential function, the employee must be able to arrange reliable and timely transportation whether through use of their private vehicle, use of government vehicle (when available) or through other private or public transportation for their attendance at essential off-site meetings, events, and trainings. THE SELECTION PROCEDURE Please note, the City of Sacramento's preferred method of communication with applicants is via e-mail. As such, please ensure you verify the e-mail address on your application, and check your e-mail frequently, including your spam and junk folders. All e-mail notifications can also be accessed through the governmentjobs.com applicant inbox. 1. Application: (Pass/Fail) - All applicants must complete and submit online a City of Sacramento employment application for further consideration by the next posted cut -off date; Employment applications must be submitted online; paper applications will not be accepted. Employment applications will be considered incomplete and will be disqualified: If applicants do not list current and past job-related experience in the duties area of the "Work Experience" section. Note: Qualifying experience is based on full-time experience (40 hours per week). Qualifying experience is calculated to the full-time equivalent (pro-rated if less than 40 hours/week). If "see resume" is noted in the "Work Experience" section; a resume will not substitute for the information required in the "Work Experience" section. Position/job titles will not be considered in determining eligibility for meeting the minimum qualifications for this position. Proof of education such as, but not limited to, university/college transcripts and degrees should be submitted online with your application. Proof of education will be required at time of appointment. 2. Supplemental Questionnaire: (Pass/Fail) - In addition to the City of Sacramento employment application, all applicants must complete and submit online responses to the supplemental questionnaire to the City of Sacramento Employment Office as part of the application process ; Responses to the supplemental questionnaire must be submitted online; paper questionnaire will not be accepted. Incomplete supplemental questionnaire will not pass the review process; omitted information cannot be considered or assumed. A resume will not substitute for the information required in the supplemental questionnaire. Possession of the minimum qualifications is not necessarily a guarantee for further advancement in the selection process. 3. Screening Committee: (Pass/Fail) - All applications received will be forwarded to the hiring department for review until the position is filled. The hiring department will select the most competitive applications for further consideration. Human Resources will only evaluate employment applications for the minimum qualifications, as stated on the job announcement, for applications selected by the hiring department. 4. Interview Process: Human Resources will forward applications to the hiring department. Those determined to be the most qualified candidates will be invited to participate in an interview process. 5. Conditional Hire: Upon receipt of a conditional offer, the selected candidate must complete and pass Live Scan/fingerprinting. If applicable, candidates may also need to pass a pre-employment medical exam, controlled substance and/or alcohol test, and possess any required licensure or certification prior to receiving a start date from the Department. Failure to meet these prerequisites will be grounds for withdrawal of your conditional offer of employment. QUESTIONS: For questions concerning this job announcement and the application process: Please visit https://www.governmentjobs.com/Home/ApplicationGuide for a comprehensive, step-by-step guide to the application process. For technical support between 6 AM - 5 PM PT, contact Live Application Support at 855-524-5627. Visit the City of Sacramento Human Resources Department website at https://www.cityofsacramento.gov/HR/employment ; Send an email to employment@cityofsacramento.org ; or Call the Human Resources Department at (916) 808-5726 Bilingual Pay Did you know that the City offers bilingual pay? That's right, most labor agreements offer the option of providing employees with bilingual pay if the department deems it to be operationally necessary. Pension Reform Act The City of Sacramento is covered by the California Public Employees' Retirement System, and as such, must adhere to the California Public Employee's Pension Reform Act (PEPRA) of 2013. Please note that the provisions within this act may affect or impact an applicant's eligibility and/or selection for open vacancies at the City of Sacramento. Equal Opportunity Employer The City of Sacramento is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Additional Information Civil Service Rules: https://www.cityofsacramento.gov/content/dam/portal/hr/documentlibrary/CivilServiceBoardRules62012.pdf Union Contracts: https://www.cityofsacramento.gov/HR/labor-agreements.html Salary Schedule: https://www.cityofsacramento.gov/content/dam/portal/hr/documentlibrary/SalarySchedule.pdf Closing Date/Time: Continuous
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band F Annual Salary Range $ 118,792.71 (Minimum) - $ 154,431.88 (Maximum) The negotiable salary offer will be between $118,792.71 - $140,710.67 /annually commensurate with experience and education. Reports To Payroll Manager Current Assignment First review of applications will be on January 23, 2024 The Senior Accounting Analyst is responsible for managing the biweekly CalPERS reconciliation and reporting process. This involves a thorough analysis of employee records and transactions, as well as a deep understanding of CalPERS regulations and guidelines. The Senior Accounting Analyst also provides leadership and guidance to the CalPERS reconciliation and reporting team, develops and implements new processes and procedures, collaborates with other departments, represents the department in meetings with CalPERS representatives, resolves complex reconciliation issues, and prepares and presents reports to management Day-to-day duties: Prepares biweekly ACH remittance to CalPERS by generating and analyzing CalPERS reports and interfaces.Ensures accuracy and compliance with CalPERS rules and regulations by investigating and resolving discrepancies between BART employee earnings records and CalPERS records.Collaborates with HRIS and CalPERS on employee earning records and other payroll-related matters.Processes employee earnings record corrections and adjustments received from HR.Corrects employee CalPERS contributions and issues collection letters or enters adjustments as needed.Reconciles receivables with payroll corrections to ensure accurate reporting.Reconciles payroll summaries with remittances to verify that all contributions have been sent to CalPERS correctly.Keeps payroll up to date with CalPERS Document History & letters to ensure that all changes are reflected in the payroll system.Develops and implements new procedures to improve the efficiency and accuracy of the CalPERS reconciliation and reporting process.Provides support to the payroll department as needed and performs other duties as assigned by the Payroll Manager. Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Examples of Duties Participates in the more difficult and complex tasks related to financial reporting, general accounting, capital and operating billing, investment accounting, capital asset accounting, payroll, and accounts payable. Participates in the review, administration, monitoring and preparation of District-wide financial reports involving capital project costs; monitors funding agreements and project expenditures; ensures maintenance of expenditure records which conform to funding agency requirements and District policy. Prepares quarterly, semi-annual, or annual reporting required by funding agreements and provides support to related compliance audits. Handles more complex construction or funding contracts and ensures capital grant billings are done in compliance with guidelines; tracks amounts billed and to be collected and coordinates with various grantors on the status of the billings. Analyzes and maintains project retention records for use in the capital billing. Resolves billing issues with project manager and addresses grantor inquiries. Analyzes, reviews and reconciles all capital assets maintained by the District. Responsible for reviewing, analyzing, and accounting for transactions, including the required reconciliations, associated with leases and subscription-based information technology arrangement in compliance with GASB 87 and GASB 96. Performs comprehensive review of all operating and capital revenue and expense accounts for monthly close and ensures cost center revenues and expenses are posted to the correct account and department. In charge of more complex financial accounts including operating and capital grants and expenses. Prepares required journal entries to update financial records. Participates in all financial audits, audits of financial statements, compliance audit, audits initiated by granting agencies and internal audit, and provides relevant analyses, roll forward schedules, and required audit supports. Reviews Trial Balances of assigned Funds and ensures accuracy of account balances, reconciles account balances with related subsidiary ledgers and interfund balances with the District’s General Fund and other Funds, initiate adjustments of project costs, if necessary, ensures collections of receivables, and process fund closeout. Prepares financial statements related to Post Employment Benefit Trust Account, specifically the Retiree Health Benefit Trust and the Survivor Benefit Trust. Prepares the National Transit Database Report, State Controller’s Report, Schedule of Federal Awards required for the Single Audit and other similar reports. Assist in preparing the District’s cash flow statements, Required Supplementary Schedules and Statistical Information included in BART’s audited Annual Financial Comprehensive Report. Handles the biweekly reporting and reconciliation of CalPERS contributions. Analyzes employee records and reconciles BART records with CalPERS records. Communicates and coordinates with internal departments and CalPERS to ensure earning records are in accordance with CalPERS rules and regulations. Handles and processes corrections of employee records with CalPERS. Analyzes, monitors, and accounts for invoices that are needed to be accrued at the end of the fiscal year to ensure that the District’s records conform with Generally Accepted Accounting Principles. Analyzes construction in progress account per project and coordinates with project managers to ensure completed projects are properly capitalized to ensure correct reporting and disclosure in the financial statements. Analyzes and accounts for transactions associated with bond issuances and or refunding, including the accounting of bond proceeds, property tax collected for debt service, periodic accrual of interest expense and interest income on funds held, amortization of bonds/investments premiums or discounts, bonds refunded, and revaluation of investments to fair market value. Analyzes the refunding and calculates the deferred loss or gain. Prepares cash and investments schedules in accordance with GASB 40, debt related roll-forward schedules, and handles the associated annual audit and required footnote disclosures. Develops and recommends improvements to computerized financial management system and accounting procedures for efficiency, to conform with federal or state laws and generally accepted accounting principles, and to strengthen internal control. May train assigned employees in their areas of work including cost collection and analyses. Represents their division at various meetings with other departments and divisions; communicates information and activities with others as appropriate and participate in special projects Perform other tasks as assigned. Minimum Qualifications Education A Bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. CPA certification is preferred. Experience The equivalent of three (3) years of fulltime, professional level relevant general accounting, financial reporting, and/or auditing experience. License or Certificate A valid certificate as a Certified Public Accountant (CPA) is preferred. Substitution Additional professional experience as outlined above may be substituted for the education on a year-for- year basis. Knowledge and Skills Knowledge of : Advanced principles, practices and procedures of Accounting and Financial Reporting. Laws and regulations relating to the financial administration of public agencies and transportation authorities in the State of California. Principles of financial and operational analysis. Principles of Construction in Progress and asset capitalization. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project costing and how labor and non-labor data flow and are accounted for in the District’s financial reports. Principles of Project Cost billing. Principles of Operating Cost billing. Organization of voluminous financial data using advanced Excel and macros. Accounting for Investments and how transactions are presented in the financials. Accounting for Trust accounts. Principles and practices of financial record keeping and reporting. Principles of Government Accounting Standards Board (GASB) guidelines. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and accounting analyses and data organization. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of staff from various departments in finance, specifically Payroll, Accounts Payable, Accounts Receivable and Financial Reporting. Analyzing account issues and problems, identifying alternative solutions and implementing recommendations. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing financial data related contracts and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members.
Jul 14, 2024
Full Time
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band F Annual Salary Range $ 118,792.71 (Minimum) - $ 154,431.88 (Maximum) The negotiable salary offer will be between $118,792.71 - $140,710.67 /annually commensurate with experience and education. Reports To Payroll Manager Current Assignment First review of applications will be on January 23, 2024 The Senior Accounting Analyst is responsible for managing the biweekly CalPERS reconciliation and reporting process. This involves a thorough analysis of employee records and transactions, as well as a deep understanding of CalPERS regulations and guidelines. The Senior Accounting Analyst also provides leadership and guidance to the CalPERS reconciliation and reporting team, develops and implements new processes and procedures, collaborates with other departments, represents the department in meetings with CalPERS representatives, resolves complex reconciliation issues, and prepares and presents reports to management Day-to-day duties: Prepares biweekly ACH remittance to CalPERS by generating and analyzing CalPERS reports and interfaces.Ensures accuracy and compliance with CalPERS rules and regulations by investigating and resolving discrepancies between BART employee earnings records and CalPERS records.Collaborates with HRIS and CalPERS on employee earning records and other payroll-related matters.Processes employee earnings record corrections and adjustments received from HR.Corrects employee CalPERS contributions and issues collection letters or enters adjustments as needed.Reconciles receivables with payroll corrections to ensure accurate reporting.Reconciles payroll summaries with remittances to verify that all contributions have been sent to CalPERS correctly.Keeps payroll up to date with CalPERS Document History & letters to ensure that all changes are reflected in the payroll system.Develops and implements new procedures to improve the efficiency and accuracy of the CalPERS reconciliation and reporting process.Provides support to the payroll department as needed and performs other duties as assigned by the Payroll Manager. Selection Process This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. The successful candidate must have an employment history demonstrating reliability and dependability; provide copies of certificates, diplomas or other documents as required by law, including those establishing his/her right to work in the U. S.; pass a pre-employment medical examination which includes a drug and alcohol screen, and which is specific to the essential job functions and requirements. Pre-employment processing will also include a background check. (Does not apply to current full-time District employees unless specific job requires additional evaluations) The selection process for this position will be in accordance with the applicable collective bargaining agreement. Examples of Duties Participates in the more difficult and complex tasks related to financial reporting, general accounting, capital and operating billing, investment accounting, capital asset accounting, payroll, and accounts payable. Participates in the review, administration, monitoring and preparation of District-wide financial reports involving capital project costs; monitors funding agreements and project expenditures; ensures maintenance of expenditure records which conform to funding agency requirements and District policy. Prepares quarterly, semi-annual, or annual reporting required by funding agreements and provides support to related compliance audits. Handles more complex construction or funding contracts and ensures capital grant billings are done in compliance with guidelines; tracks amounts billed and to be collected and coordinates with various grantors on the status of the billings. Analyzes and maintains project retention records for use in the capital billing. Resolves billing issues with project manager and addresses grantor inquiries. Analyzes, reviews and reconciles all capital assets maintained by the District. Responsible for reviewing, analyzing, and accounting for transactions, including the required reconciliations, associated with leases and subscription-based information technology arrangement in compliance with GASB 87 and GASB 96. Performs comprehensive review of all operating and capital revenue and expense accounts for monthly close and ensures cost center revenues and expenses are posted to the correct account and department. In charge of more complex financial accounts including operating and capital grants and expenses. Prepares required journal entries to update financial records. Participates in all financial audits, audits of financial statements, compliance audit, audits initiated by granting agencies and internal audit, and provides relevant analyses, roll forward schedules, and required audit supports. Reviews Trial Balances of assigned Funds and ensures accuracy of account balances, reconciles account balances with related subsidiary ledgers and interfund balances with the District’s General Fund and other Funds, initiate adjustments of project costs, if necessary, ensures collections of receivables, and process fund closeout. Prepares financial statements related to Post Employment Benefit Trust Account, specifically the Retiree Health Benefit Trust and the Survivor Benefit Trust. Prepares the National Transit Database Report, State Controller’s Report, Schedule of Federal Awards required for the Single Audit and other similar reports. Assist in preparing the District’s cash flow statements, Required Supplementary Schedules and Statistical Information included in BART’s audited Annual Financial Comprehensive Report. Handles the biweekly reporting and reconciliation of CalPERS contributions. Analyzes employee records and reconciles BART records with CalPERS records. Communicates and coordinates with internal departments and CalPERS to ensure earning records are in accordance with CalPERS rules and regulations. Handles and processes corrections of employee records with CalPERS. Analyzes, monitors, and accounts for invoices that are needed to be accrued at the end of the fiscal year to ensure that the District’s records conform with Generally Accepted Accounting Principles. Analyzes construction in progress account per project and coordinates with project managers to ensure completed projects are properly capitalized to ensure correct reporting and disclosure in the financial statements. Analyzes and accounts for transactions associated with bond issuances and or refunding, including the accounting of bond proceeds, property tax collected for debt service, periodic accrual of interest expense and interest income on funds held, amortization of bonds/investments premiums or discounts, bonds refunded, and revaluation of investments to fair market value. Analyzes the refunding and calculates the deferred loss or gain. Prepares cash and investments schedules in accordance with GASB 40, debt related roll-forward schedules, and handles the associated annual audit and required footnote disclosures. Develops and recommends improvements to computerized financial management system and accounting procedures for efficiency, to conform with federal or state laws and generally accepted accounting principles, and to strengthen internal control. May train assigned employees in their areas of work including cost collection and analyses. Represents their division at various meetings with other departments and divisions; communicates information and activities with others as appropriate and participate in special projects Perform other tasks as assigned. Minimum Qualifications Education A Bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. CPA certification is preferred. Experience The equivalent of three (3) years of fulltime, professional level relevant general accounting, financial reporting, and/or auditing experience. License or Certificate A valid certificate as a Certified Public Accountant (CPA) is preferred. Substitution Additional professional experience as outlined above may be substituted for the education on a year-for- year basis. Knowledge and Skills Knowledge of : Advanced principles, practices and procedures of Accounting and Financial Reporting. Laws and regulations relating to the financial administration of public agencies and transportation authorities in the State of California. Principles of financial and operational analysis. Principles of Construction in Progress and asset capitalization. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project costing and how labor and non-labor data flow and are accounted for in the District’s financial reports. Principles of Project Cost billing. Principles of Operating Cost billing. Organization of voluminous financial data using advanced Excel and macros. Accounting for Investments and how transactions are presented in the financials. Accounting for Trust accounts. Principles and practices of financial record keeping and reporting. Principles of Government Accounting Standards Board (GASB) guidelines. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and accounting analyses and data organization. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of staff from various departments in finance, specifically Payroll, Accounts Payable, Accounts Receivable and Financial Reporting. Analyzing account issues and problems, identifying alternative solutions and implementing recommendations. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing financial data related contracts and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members.
STATE BAR OF CALIFORNIA
San Francisco, CA, United States
Job Description Mission Advancement & Accountability Division Senior Program Analyst: $99,769 - $133,026 Lead Program Analyst: $109,753 - $146,314 FLSA Exempt/Union Represented This position allows for up to four days of remote work per week. About the Office: The Office of Research and Statistics (ORS) within the Mission Advancement & Accountability Division (MAAD) conducts research, evaluation, and policy analysis while using data and analytics to enhance management accountability and improve effectiveness. ORS's work facilitates evidence-based planning and decision-making to support the State Bar's mission. The Office also supports the State Bar in fulfilling its unique role as a statewide aggregator and distributor of data about California's legal profession. The Ideal Candidate: The ORS seeks a Senior Program Analyst/Lead Program Analyst that will contribute to projects that support the State Bar's mission to promote diversity, equity, and inclusion in the legal profession. In particular, the candidate will be responsible for developing and executing a data collection, reporting, and evaluation framework for the State Bar's Office of Access & Inclusions (OA&I) legal aid grantmaking work. In so doing, the candidate will also provide technical and research expertise in support of OA&I's various initiatives. The ideal candidate has demonstrated expertise in statistical analysis, research methodology, and report writing along with the ability to translate complex research topics and findings to a general audience. Demonstrated experience in effective cross-functional collaboration is also essential. A strong interest in access to justice and issues surrounding diversity, equity, and inclusion is highly desirable. Senior Program Analyst Definition Under general supervision, the Program Analyst performs a variety of analytical, technical, and administrative duties in assigned State Bar divisions/units. Distinguishing Characteristics The Program Analyst classification is a journey-level professional classification distinguished from the lower-level Program Coordinator in that the latter is focused on administrative coordination, whereas the Program Analyst is the professional class performing analysis and technical assistance. Lead Program Analyst Definition With minimum direction, the Lead Program Analyst plans, organizes, leads, and conducts complex analysis, program administration, and project management. Responsibilities include analyzing and evaluating significant programs; conducting research, data collection, and complex data analysis; conducting internal performance and fiscal audits; developing management systems, functions, policies, and procedures, including evaluating the impact of existing, newly enacted, and proposed legislation, regulations, and rules; administering major contracts; planning and supporting the implementation of unique projects and initiatives; and other functions as assigned. The Lead Program Analyst may act as an individual contributor or serve in a lead capacity over project teams or individual professional, technical, and support staff. Distinguishing Characteristics This classification is distinguished from the Senior Program Analyst in the series in that the Lead Program Analyst assumes greater and more complex responsibility for assuring the activities of the assigned major programs or functions are completed in accordance with the procedures and policies of the Bar and for development and implementation of comprehensive programs and projects of greater significance and broader impact. Duties involve highly complex and sensitive issues; incumbents are expected to work with minimal direction. Examples of Essential Duties Duties may include, but are not limited to the following: Performs professional work in support of State Bar programs and services within the various State Bar divisions/units, as assigned, involving the knowledge, interpretation, and application of State Bar policies, rules, regulations, and procedures. Research information by identifying, locating and extracting relevant data in order to obtain sufficient, valid and reliable data for analysis and decision making purposes. Reviews processes and maintains program transactions, records, and other documents; assists in the preparation and maintenance of statistical data, reports, correspondence, special studies, and conducts research. Participates in a variety of complex and detailed programmatic responsibilities involving problem solving. Evaluates program effectiveness by comparing outcomes to goals to determine whether to take corrective actions or recommend modification to processes and procedures. Performs research into program and quality control regulations and procedures; prepares reports on findings; identifies problems of non-compliance; recommends corrective action regarding discrepancies. Conducts audits to determine if there are program inconsistencies or non-compliance. Provides input in developing and evaluating program policies and procedures and evaluates and proposes changes concerning the methods of operation. May perform a number of other similar or related duties which may not be specifically included within this position description, but which are consistent with the general level of the job. Employment Standards Knowledge of: Operations, services, and activities of the assigned program, departmental programs, policies, procedures, and terminology. Codes and regulations as related to assigned program responsibility. Principles of data analysis and research tools. Problem identification, analysis and evaluation. Problem solving and conflict resolution methods and techniques. Computer information systems, including personal computer applications, word processing and spreadsheet programs. Principles of effective writing and verbal presentation. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Computerized information and database recordkeeping systems. Ability to: Apply the policies and practices of a department. Review and analyze complex qualitative and quantitative data. Audit records and accurately gather, record, and evaluate data; analyze and interpret information and adopt effective courses of action. Operate modern office equipment including computer hardware, software, and internet and web-based applications. Make fine visual distinctions upon proofreading written documents and viewing information on a computer screen. Compile data and prepare narrative and statistical reports. Appropriately respond to requests and inquiries from the public, State Bar members, or other departments. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships at all organizational levels as well as with the public. Maintain the confidentiality of information. Minimum Qualifications Senior Program Analyst Education: Bachelor's degree in a field that develops skills related to essential duties, or a combination of education and experience sufficient to perform the duties of the position. Experience: Two (2) years of experience in data collection and evaluation, research or performance or financial analysis, grant compliance in a public sector, legal or nonprofit environment, or equivalent. Lead Program Analyst Education: Bachelor's degree in a field that develops skills related to essential duties or a combination of education and experience sufficient to perform the position's duties. Experience: Minimum five (5) years of progressively responsible experience, including at least two (2) years at the advanced journey level, in research, data collection and evaluation, performance or financial auditing, or business process re-engineering, in a public sector, legal or nonprofit environment, or equivalent. Juris Doctorate or master's degree in a relevant field may substitute for up to two (2) years of experience. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Aug 06, 2024
Job Description Mission Advancement & Accountability Division Senior Program Analyst: $99,769 - $133,026 Lead Program Analyst: $109,753 - $146,314 FLSA Exempt/Union Represented This position allows for up to four days of remote work per week. About the Office: The Office of Research and Statistics (ORS) within the Mission Advancement & Accountability Division (MAAD) conducts research, evaluation, and policy analysis while using data and analytics to enhance management accountability and improve effectiveness. ORS's work facilitates evidence-based planning and decision-making to support the State Bar's mission. The Office also supports the State Bar in fulfilling its unique role as a statewide aggregator and distributor of data about California's legal profession. The Ideal Candidate: The ORS seeks a Senior Program Analyst/Lead Program Analyst that will contribute to projects that support the State Bar's mission to promote diversity, equity, and inclusion in the legal profession. In particular, the candidate will be responsible for developing and executing a data collection, reporting, and evaluation framework for the State Bar's Office of Access & Inclusions (OA&I) legal aid grantmaking work. In so doing, the candidate will also provide technical and research expertise in support of OA&I's various initiatives. The ideal candidate has demonstrated expertise in statistical analysis, research methodology, and report writing along with the ability to translate complex research topics and findings to a general audience. Demonstrated experience in effective cross-functional collaboration is also essential. A strong interest in access to justice and issues surrounding diversity, equity, and inclusion is highly desirable. Senior Program Analyst Definition Under general supervision, the Program Analyst performs a variety of analytical, technical, and administrative duties in assigned State Bar divisions/units. Distinguishing Characteristics The Program Analyst classification is a journey-level professional classification distinguished from the lower-level Program Coordinator in that the latter is focused on administrative coordination, whereas the Program Analyst is the professional class performing analysis and technical assistance. Lead Program Analyst Definition With minimum direction, the Lead Program Analyst plans, organizes, leads, and conducts complex analysis, program administration, and project management. Responsibilities include analyzing and evaluating significant programs; conducting research, data collection, and complex data analysis; conducting internal performance and fiscal audits; developing management systems, functions, policies, and procedures, including evaluating the impact of existing, newly enacted, and proposed legislation, regulations, and rules; administering major contracts; planning and supporting the implementation of unique projects and initiatives; and other functions as assigned. The Lead Program Analyst may act as an individual contributor or serve in a lead capacity over project teams or individual professional, technical, and support staff. Distinguishing Characteristics This classification is distinguished from the Senior Program Analyst in the series in that the Lead Program Analyst assumes greater and more complex responsibility for assuring the activities of the assigned major programs or functions are completed in accordance with the procedures and policies of the Bar and for development and implementation of comprehensive programs and projects of greater significance and broader impact. Duties involve highly complex and sensitive issues; incumbents are expected to work with minimal direction. Examples of Essential Duties Duties may include, but are not limited to the following: Performs professional work in support of State Bar programs and services within the various State Bar divisions/units, as assigned, involving the knowledge, interpretation, and application of State Bar policies, rules, regulations, and procedures. Research information by identifying, locating and extracting relevant data in order to obtain sufficient, valid and reliable data for analysis and decision making purposes. Reviews processes and maintains program transactions, records, and other documents; assists in the preparation and maintenance of statistical data, reports, correspondence, special studies, and conducts research. Participates in a variety of complex and detailed programmatic responsibilities involving problem solving. Evaluates program effectiveness by comparing outcomes to goals to determine whether to take corrective actions or recommend modification to processes and procedures. Performs research into program and quality control regulations and procedures; prepares reports on findings; identifies problems of non-compliance; recommends corrective action regarding discrepancies. Conducts audits to determine if there are program inconsistencies or non-compliance. Provides input in developing and evaluating program policies and procedures and evaluates and proposes changes concerning the methods of operation. May perform a number of other similar or related duties which may not be specifically included within this position description, but which are consistent with the general level of the job. Employment Standards Knowledge of: Operations, services, and activities of the assigned program, departmental programs, policies, procedures, and terminology. Codes and regulations as related to assigned program responsibility. Principles of data analysis and research tools. Problem identification, analysis and evaluation. Problem solving and conflict resolution methods and techniques. Computer information systems, including personal computer applications, word processing and spreadsheet programs. Principles of effective writing and verbal presentation. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Computerized information and database recordkeeping systems. Ability to: Apply the policies and practices of a department. Review and analyze complex qualitative and quantitative data. Audit records and accurately gather, record, and evaluate data; analyze and interpret information and adopt effective courses of action. Operate modern office equipment including computer hardware, software, and internet and web-based applications. Make fine visual distinctions upon proofreading written documents and viewing information on a computer screen. Compile data and prepare narrative and statistical reports. Appropriately respond to requests and inquiries from the public, State Bar members, or other departments. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships at all organizational levels as well as with the public. Maintain the confidentiality of information. Minimum Qualifications Senior Program Analyst Education: Bachelor's degree in a field that develops skills related to essential duties, or a combination of education and experience sufficient to perform the duties of the position. Experience: Two (2) years of experience in data collection and evaluation, research or performance or financial analysis, grant compliance in a public sector, legal or nonprofit environment, or equivalent. Lead Program Analyst Education: Bachelor's degree in a field that develops skills related to essential duties or a combination of education and experience sufficient to perform the position's duties. Experience: Minimum five (5) years of progressively responsible experience, including at least two (2) years at the advanced journey level, in research, data collection and evaluation, performance or financial auditing, or business process re-engineering, in a public sector, legal or nonprofit environment, or equivalent. Juris Doctorate or master's degree in a relevant field may substitute for up to two (2) years of experience. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
STATE BAR OF CALIFORNIA
Los Angeles, CA, United States
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA Exempt / Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate The State Bar of California seeks a full-time Financial Analyst to join its access to justice and diversity and inclusion team. This position is part of the team responsible for the fiscal compliance and oversight of the distributed grant funds. Responsibilities include analyzing grantee budgets, budget revisions and other requests, conducting grantee monitoring visits, supporting IOLTA bank compliance, supporting the year-end financial audit processes, project management of timesheet administration, and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The successful candidate will be an excellent communicator with attention to detail and precise analytical skills. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Prior grant administration experience is preferred. Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and year-to-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. License, Certificate, Registration Requirements: None required. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Jul 14, 2024
Full Time
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA Exempt / Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate The State Bar of California seeks a full-time Financial Analyst to join its access to justice and diversity and inclusion team. This position is part of the team responsible for the fiscal compliance and oversight of the distributed grant funds. Responsibilities include analyzing grantee budgets, budget revisions and other requests, conducting grantee monitoring visits, supporting IOLTA bank compliance, supporting the year-end financial audit processes, project management of timesheet administration, and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The successful candidate will be an excellent communicator with attention to detail and precise analytical skills. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Prior grant administration experience is preferred. Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and year-to-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. License, Certificate, Registration Requirements: None required. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
STATE BAR OF CALIFORNIA
San Francisco, CA, United States
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA Exempt / Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate The State Bar of California seeks a full-time Financial Analyst to join its access to justice and diversity and inclusion team. This position is part of the team responsible for the fiscal compliance and oversight of the distributed grant funds. Responsibilities include analyzing grantee budgets, budget revisions and other requests, conducting grantee monitoring visits, supporting IOLTA bank compliance, supporting the year-end financial audit processes, project management of timesheet administration, and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The successful candidate will be an excellent communicator with attention to detail and precise analytical skills. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Prior grant administration experience is preferred. Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and year-to-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. License, Certificate, Registration Requirements: None required. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Jul 14, 2024
Full Time
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA Exempt / Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate The State Bar of California seeks a full-time Financial Analyst to join its access to justice and diversity and inclusion team. This position is part of the team responsible for the fiscal compliance and oversight of the distributed grant funds. Responsibilities include analyzing grantee budgets, budget revisions and other requests, conducting grantee monitoring visits, supporting IOLTA bank compliance, supporting the year-end financial audit processes, project management of timesheet administration, and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The successful candidate will be an excellent communicator with attention to detail and precise analytical skills. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Prior grant administration experience is preferred. Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and year-to-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. License, Certificate, Registration Requirements: None required. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
SUMMARY PURPOSE OF POSITION Southern California Regional Rail Authority (SCRRA), operator of the METROLINK Commuter Rail System, is seeking a Senior Management Analyst (Project Controls) who will implement the tools and systems necessary to effectively and proactively control and report on construction and engineering Capital and State of Good Repair projects to ensure the team makes progress and meets goals. TO APPLY: This is a continuous recruitment, with the review of applications beginning August 29, 2024 . Interested applicants are encouraged to apply immediately . DISTINGUISHING CHARACTERISTICS This is the senior level of the Management Analyst series. At this level, work may be performed under limited supervision or under limited direction. Incumbent possesses considerable latitude to accomplish tasks, which may include lead worker or supervisor duties. SUPERVISION EXERCISED AND RECEIVED Receive general oversight from assigned Departmental Management. This position has no formal supervisory responsibilities; may lead the work of lower-level staff. ESSENTIAL DUTIES AND RESPONSIBILITIES The duties listed below are intended to describe the general nature and level of work being performed and are not to be interpreted as an exhaustive list of responsibilities. Set project controls guidelines and responsibilities by implementing tools and systems necessary to effectively manage, control and report on cashflow, cost, commitments, forecast and schedule for projects. Establish a standard project management methodology to help reduce costs and improve timeliness, implementing standards and best practices. Provide guidance to operations/project management teams to recognize emerging issues, identify lessons learned and drive process adoption to ensure accuracy of key project metrics and best practices. Compile, monitor and report on project financial data, including but not limited to, planned spend, actual spend, estimate to complete, budget trends, project costs, commitments, etc. Conducts detailed review and analysis of project performance control and reporting to understand and articulate key metrics and trends. Ensure management is provided with timeline review and progress of all projects and activity including completion of monthly project status report and forecasting reporting and endorse suggested corrective actions to maintain the project within planned cost and schedule. Ensures that tracking and forecasting, progress monitoring, cost reporting meet specific project requirements. Ensures the preparation and updating of project cash flows and forecasting as required throughout the project life cycle. Establish, manage, and maintain project schedule development and review and update processes to ensure accuracy and alignment with the master schedule. Collaborate with program/project managers to coordinate and manage cost and scheduling activities for major capital projects, including the accurate forecasting and reporting of project costs. Contribute to risk mitigation plan; collaborate on risk identification and assessment activities. Prepare project delivery reviews for specifically identified projects and provide reports to division management on milestone achievement, issues, risks, and corrective action. Identify and propose more cost-effective methods/strategies for accomplishing project objectives. Supports project change management, including subcontractor claims, change requests, claims and dispute resolution. Create tools and templates to aid project managers in effective and efficient management of projects and programs. Lead the development and presentation of project management training programs, including courses to emphasize and reinforce best practices for project charter development, scheduling, cost forecasting, risk management, and project closeouts. Review project authorizations, including contract task orders, work orders and job order contracts, to ensure compliance with contract, federal/state requirements: provide project cost coding, including accurate cost coding. Report to executive leadership team on project status and issues relevant to changes in scope, schedule, trends, and costs. Create project performance indicators and track month-to-month performance changes. Serve as a liaison on contract specifications such as scope, cost and schedule information and assist with contract bid evaluations. Provide interface support and respond to requests for project information from various internal departments and external agencies. Serve as focal point for providing project feedback into project cost and schedule databases. Manage the progress of professional service and construction contracts to ensure compliance by consultants and others who may be responsible for the delivery of the services of those contracts. Assist in the development, administration, and training of internal PMO Standard Operating Practices. Prepare studies, research, and analyses of special ad-hoc reports. Perform other related duties as assigned. MINIMUM REQUIREMENTS TO PERFORM ESSENTIAL JOB FUNCTIONS Education and Experience Bachelor’s Degree in Engineering, Business Administration, Project Management or a related field. A minimum of seven (7) years of work experience performing similar duties in a construction or project management field. A combination of training, with a minimum of an Associate Degree and/or experience that provides the required knowledge, skills and abilities may be considered when determining minimum qualifications. Advanced relevant coursework may also substitute for a portion of required experience. Valid Class C Driver's License with a satisfactory driving record of no more than three moving violations and no DUI's within the last three years. Preferred Qualifications Project Management Professional (PMP) or equivalent certification. Experience with applicable systems, software, and tools used for estimating, scheduling or controls such as Primavera P6 and Microsoft scheduling tools. Knowledge, Skills, and Abilities Knowledge of : Project management best practices, project delivery standards, processes and templates. Contract administration related to construction projects in a public agency environment. State and federal grant and contract regulations and requirements by public agencies. Strong analytical skills required to review all project controls information and ensure accuracy as well as identify issues, concerns, and potential mitigations. Skilled in : Microsoft Office Suite, including advanced skills in Microsoft Excel. Scheduling software, Primavera P6 and Microsoft scheduling tools preferred. Use of budgeting software (e.g. Oracle). Strong and effective organization, analytics, and time management. Strong communication skills, both verbal and written. Cost control including project estimating, forecasting and Earn Value management. Ability to : Think critically in complex situations and synthesize ambiguous data. Multi-task in a high paced environment. Analyze financial data, cost reports, design and construction cost estimates and trend data. Communicate a variety of complex information to different levels of management. Influence key decision makers, peer groups, and functions outside direct control. Keep multiple contracts on schedule, within budget and in compliance with contract specification. Balance multiple initiatives simultaneously, driving initiatives through to completion while continuing to meet deadlines in a fast-paced work environment with frequently changing priorities. PHYSICAL REQUIREMENTS Transition between a stationary position at a desk or work location and move about Metrolink facilities or other work site locations. Operate tools to perform the duties of the position, such as computers, office equipment and work-related machinery. Transport equipment or boxes up to 25lbs. Exchange ideas by means of communication. Visual acuity to detect, identify and observe employees or train movement and any barriers to movement when working on or near railroad tracks. Hear and perceive the nature of sounds when working on or near railroad tracks. Balance, ascend/descend, climb, kneel, stoop, bend, crouch, or crawl within assigned working conditions and or locations. WORKING CONDITIONS Position requires work in a normal office environment with little exposure to excessive noise, dust, or temperature. Work may also be conducted in outdoor environments, at construction sites, Railroad Track and Right-of-Way environments, and warehouse environments, with possible exposure to moving mechanical parts, and loud noises (85+ decibels, such as heavy trucks, construction, etc.) Southern California Regional Rail Authority is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the Authority will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. SUPPLEMENTAL INFORMATION Selection Process: Following a review of resumes and/or applications, the most highly qualified candidates will be invited to continue in the selection process. Eligible applicants will be notified of the exact time and place of assessments and interview. Candidates will be interviewed to determine their relative knowledge, skills and ability in job related areas. Offers of employment may be contingent upon successful completion of a reference check, including degree verification and criminal records check provided through SCRRA. Internal Candidates: Employees with active discipline as defined in the HR Policy No. 5.3 Positive Discipline Program and/or with performance that does not meet the standard for "meets expectations" as defined in the Performance Planning and Appraisal Process may be precluded from consideration and placement in the position. In compliance with the Americans with Disabilities Act, the SCRRA will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. The SCRRA is an Equal Opportunity Employer. EEO/ADA MEDICAL: SCRRA offers a choice of twelve (12) health plan options provided through the California Public Employees' Retirement System (CalPERS). You may choose from up to ten (10) Health Maintenance Organization (HMO) plans and two (2) Preferred Provider Organization (PPO) plans. Some health plans are only available in certain counties and/or zip codes. You contribute 12.5 percent of the plan premium for coverage of you and your eligible dependents. You may waive coverage if you are covered under another group health plan; you must provide proof. Once you waive coverage, you will only be allowed to enroll during Open Enrollment or within 60 days from the date on which your other coverage is no longer available (proof is required). If you elect to waive coverage, you will receive $300.00 per month taxable earnings, paid in two installments of $150 each on the first two paychecks of the month. A retiree or an employee who is a spouse, child, or any other eligible dependent of another SCRRA employee is not eligible for the opt out/cash in lieu credit if he/she is covered under a SCRRA health plan. Eligibility begins the first of the month following hire date or qualifying event. DENTAL: SCRRA offers two dental options provided by Delta Dental. Under the DeltaCare (HMO) program, you must select a contract dentist within their network to perform your dental services. If you require treatment from a specialist, your contract dentist will handle the referral. Many services are covered at no cost to you. A co-payment applies for other services. The Delta Dental PPO plan allows you to visit a dentist of your choice, change dentists at any time, go to a dental specialist of your choice, receive dental care anywhere in the world, and save on out-of-pocket expenses when you visit a PPO network dental office. SCRRA pays the full premium for coverage of you and your eligible dependents under both plans. Eligibility begins the first of the month following hire date or qualifying event. VISION: SCRRA offers two (2) vision plans through Vision Service Plan (VSP), providing coverage for eye examinations, prescription eyewear and contact lenses through network providers. You have the option of seeing out-of-network providers, but full reimbursement is not guaranteed. VSP has contracted with many laser surgery facilities and doctors, offering you a discount on PRK and LASIK surgeries. If you enroll in the VSP Basic Plan, SCRRA pays the full premium for coverage of you and your eligible dependents. If you enroll in the VSP Buy-up Plan, which offers enhanced vision benefits, you pay the difference between the cost of the Basic Plan and the Buy-up Plan. Eligibility begins the first of the month following hire date or qualifying event. FLEXIBLE SPENDING ACCOUNTS: Flexible Spending Accounts (FSA) allow for the deferral of pre-tax dollars to be used for reimbursement of eligible medical and dependent care expenses. You can set aside up to $3,050 for health care expenses and $5,000 per family for dependent care expenses annually. Eligibility begins the first of the month following hire date or a qualifying event. GROUP TERM LIFE INSURANCE: SCRRA provides for an amount equal to one (1) time your annual salary, rounded to the nearest $1,000, to a maximum of $200,000. Your life insurance benefit will reduce to 65% at age 65 and 55% at age 70. IRS regulations require that the portion of Group Term Life (“G.T.L.”) insurance benefits provided to you by SCRRA, which exceeds $50,000, be added to your Federal, State, and Medicare taxable earnings for W-2 reporting. This amount is reflected on your pay statements each pay period in the “Other Benefits and Information” section. In addition, SCRRA offers a voluntary plan, which may be purchased in increments of $10,000 to a maximum of $100,000 without evidence of insurability (initial enrollment period only) and up to 5 times your salary to a maximum of $500,000 with evidence of insurability. Dependent life options are also available. The voluntary plan is portable; you may retain it if you leave SCRRA and pay the premium. Eligibility begins the first of the month following hire date or qualifying event. ACCIDENTAL DEATH & DISMEMBERMENT: SCRRA provides for an amount equal to one (1) time your annual salary, rounded to the nearest $1,000, up to a maximum of $200,000. Your AD&D insurance benefit will reduce to 65% at age 65 and 55% at age 70. In addition, SCRRA offers a voluntary plan, which may be purchased in increments of $10,000, subject to a maximum of the lesser of 5 times your annual salary or $500,000. Dependent AD&D options are also available. Eligibility begins the first of the month following hire date or qualifying event. SHORT TERM DISABILITY: You are covered under the California State Disability Insurance (SDI) Program. Your maximum benefit amount is 52 times your weekly benefit amount or the total wages subject to SDI tax paid in your base period, whichever is less. Employees pay a mandatory contribution, through payroll deductions, for coverage under the SDI program. The contribution rate for 2023 is 0.9 percent of earnings. The SDI taxable wage limit is $153,164, with a maximum withholding of $1,378.48 per employee for calendar year 2023. LONG TERM DISABILITY : SCRRA provides for income replacement of 60 percent of monthly earnings subject to a maximum benefit of $7,500 per month up to age 65. To qualify, you must be on disability for 90 days. (Note: there is a pre-existing condition clause in this program.) Eligibility begins the first of the month following hire date or qualifying event. VOLUNTARY BENEFITS: SCRRA offers the following employee-paid voluntary benefits, provided by Aflac: Group Accident Insurance helps pay for out-of-pocket costs that arise from covered accidents, such as fractures, dislocations, and lacerations. Group Critical Illness Insurance helps pay for the expected and unexpected expenses that arise from diagnosis of a covered critical illness, such as cancer (internal or invasive), heart attack, stroke, end-stage renal failure or a major organ transplant. Group Hospital Indemnity Insurance helps pay for the out-of-pocket costs associated with a hospital stay, including benefits for hospital confinement, hospital admission, hospital intensive care and intermediate intensive care step-down unit. Group Short-Term Disability Insurance pays a monthly benefit directly to an employee who is off work due to an injury or illness for up to three (3) months after a seven (7) day waiting period. Eligibility begins the first of the month following hire date or qualifying event. 9/80 ALTERNATIVE WORK SCHEDULE: SCRRA offers a 9/80 Alternative Work Schedule (AWS). During a 10-day work period, you work eight 9-hour days, one 8-hour day and have one day off. Your day off can be Monday, Wednesday, or Friday. Approval from your supervisor, chief and HR is required to participate in the 9/80 AWS program. TELECOMMUTING SCHEDULE: SCRRA offers employees the option to telecommute up to two (2) days per week. At the CEO’s discretion, the maximum number of days per week may be increased due to a natural disaster, pandemic, civil unrest, federal/state/local stay-at-home order, or other special circumstances. Approval from your supervisor, chief and HR is required to participate in the telecommuting program. Employees on a 9/80 schedule cannot telecommute. HOLIDAYS: SCRRA observes twelve (12) holidays a year: New Year's Day, Martin Luther King Day, President’s Day, Cesar Chavez Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Veterans Day, Thanksgiving Day, Day after Thanksgiving, and Christmas Day. PAID TIME OFF (PTO): SCRRA provides employees with Paid Time Off (PTO) for vacations, illnesses, injuries, medical/dental appointments, religious holidays, personal business, and emergencies as follows: 0-4 years of service - 25 days 5-6 years of service - 30 days 7th year of service - 32 days 8th year of service - 33 days 9th year of service - 34 days 10-14 years of service - 35 days 15-19 years of service - 38 days 20 or more years - 42 days At the CEO’s discretion, prior service at a public transportation or public agency, or rail transportation company may be counted towards an employee’s total service years to increase the employee’s PTO accrual rate. To be considered, Human Resources requires that a written request along with verification and confirmation of the years of service be provided prior to the start of employment with SCRRA. Human Resources will provide the final determination on behalf of the CEO. EMPLOYEE ASSISTANCE PROGRAM (EAP): SCRRA offers you and your immediate and dependent family members confidential counseling 24 hours a day, 7 days a week for family, personal, work-related and substance abuse issues through the EAP. You are entitled to a telephone session(s) with a trained EAP professional to assess the nature of the problem and provide a referral for additional assistance, if needed. Services also include three (3) face-to-face counseling sessions per family member per six (6) month period. HEALTH ADVOCACY SERVICES: SCRRA offers you and your eligible dependents free health advocacy services through Health Advocate. You are entitled to unlimited calls with trained professionals who can help you navigate the healthcare and insurance systems. RETIREMENT PLAN: The SCRRA contracts with the California Public Employees' Retirement System (CalPERS). You pay a 8.00 percent employee contribution and SCRRA pays an employer contribution, which varies each year. To be eligible for service retirement, you must be at least age 52 and have a minimum of five (5) years of CalPERS-credited service. Upon retirement you are entitled to a monthly retirement benefit based on your years of credited service, age, and average compensation during your last three (3) years of service (“final compensation”). The retirement formula for New Members is 2%@62, which means at age 62, you receive 2 percent of your final compensation for every year of service. Upon separation from employment with less than 5 years of credited service, you may request a refund of your employee contributions only, including interest, and end your membership with CalPERS, or leave it in your account and retain your service credit should you decide to work for another CalPERS-covered agency. If you are vested upon separation but do not retire, you may leave your contributions in your account until retirement or elect a refund. SOCIAL SECURITY: You do not participate in Social Security except for Medicare. You will contribute 1.45 percent of your pay to cover the hospital insurance portion of Medicare. *Additional Medicare Hospital Insurance Tax: As of January 1, 2013, employees are required to pay an additional 0.9 percent Medicare tax on earnings above $200,000 (for those who file an individual return) or $250,000 (for those who file a joint return). This additional hospital insurance tax is not reflected in the rate above. RETIREE MEDICAL: Unrepresented employees hired before 11/1/18*: You will be eligible for medical coverage when you retire if your separation date and retirement date are within 120 days of each other. SCRRA pays the same amount for retirees as it does for active employees, which is currently 87.5 percent of the applicable premium. Unrepresented employees hired on or after 11/1/18: You will be eligible for medical coverage when you retire if your separation date and retirement date are within 120 days of each other and you have a minimum of 10 years of credited CalPERS service, five of which must be performed at SCRRA. SCRRA pays a percentage of the state annuitant contribution rate** in accordance with the vesting schedule below: 10 Years of CalPERS Service - 50% 11 - 19 Years of CalPERS Service - 50%, plus 5% for each additional year of service 20+ Years of CalPERS Service - 100% *Once each year the employer may allow unrepresented employees hired before 11/1/18 the opportunity to individually elect to be subject to the vesting schedule. **The state annuitant contribution rates for 2023 are: $883 (Retiree Only); $1,699 (Retiree + 1 Dependent); $2,124 (Retiree + Family). DEFERRED COMPENSATION PLAN (457) : You are eligible to set aside a portion of your current income without paying taxes on that money until it is received later during retirement when taxes may be lower. In 2023, you can defer up to 100 percent of your gross compensation or $22,500 annually, whichever is less (“normal contribution limit”). You may make an additional $7,500 contribution to the plan if you are age 50 and older. If you are at least within three years of the age in which you are eligible to receive unreduced benefits under our CalPERS retirement plan, you may contribute up to double the normal contribution limit, or $45,000. TRANSPORTATION PASSES: You may use your employee badge for unlimited free access to all Metrolink lines and trains. Your badge cannot be used on connecting public transportation. However, if you commute to/from work on Metrolink on a regular basis and need to connect to other public transportation (e.g., Metro Red or Purple Line) you can be issued a Metrolink pass with the appropriate station pair, which will also give you access to connecting transportation. You are also eligible to receive a free transit pass to ride any greater Los Angeles area transit system other than Metrolink (such as, Metro, Foothill Transit, LADOT, and LOSSAN) for commuting purposes. The commuter transit pass has a value up to the monthly maximum tax-free transit pass amount established by the Internal Revenue Service ($300 in 2023). You are responsible for any transit fares above the IRS monthly cap. To receive this benefit, the SCRRA requires each employee to use public transportation to commute to and from work three (3) or more days per week. OTHER BENEFITS: Educational Assistance - SCRRA will reimburse an employee up to $1,000 per fiscal year for tuition, books and mandatory student fees for courses that are relevant to employment. No reimbursement is allowed for parking. Professional Memberships - SCRRA pays up to $300 per year for professional memberships. Credit Union Membership - SCRRA offers credit union services for employees and their family members, provided by Northrup Grumman Federal Credit Union. Jury Duty - SCRRA will continue an employee's salary during any non-voluntary jury service up to a maximum of ten (10) working days. Pregnancy Disability and Family and Medical Leaves - A leave of absence may be paid or unpaid and shall be granted in accordance with applicable federal and state laws, and SCRRA policy. Refer to the Human Resource Policies and Procedures Manual for more detailed information. Bereavement Leave - In the event of death in an employee’s immediate family, the agency grants up to three (3) working days, with pay, to handle family affairs and to attend the funeral. When an employee needs to travel outside the radius of the five (5) member agencies due to the death of an immediate family member, the Authority grants up to five (5) working days, with pay. Military Leave - Employees will be paid for the annually required active period. At the discretion of the Chief Executive Officer, and with Board notification, paid military leave may be granted beyond what is provided by the applicable state law.
Jul 14, 2024
Full Time
SUMMARY PURPOSE OF POSITION Southern California Regional Rail Authority (SCRRA), operator of the METROLINK Commuter Rail System, is seeking a Senior Management Analyst (Project Controls) who will implement the tools and systems necessary to effectively and proactively control and report on construction and engineering Capital and State of Good Repair projects to ensure the team makes progress and meets goals. TO APPLY: This is a continuous recruitment, with the review of applications beginning August 29, 2024 . Interested applicants are encouraged to apply immediately . DISTINGUISHING CHARACTERISTICS This is the senior level of the Management Analyst series. At this level, work may be performed under limited supervision or under limited direction. Incumbent possesses considerable latitude to accomplish tasks, which may include lead worker or supervisor duties. SUPERVISION EXERCISED AND RECEIVED Receive general oversight from assigned Departmental Management. This position has no formal supervisory responsibilities; may lead the work of lower-level staff. ESSENTIAL DUTIES AND RESPONSIBILITIES The duties listed below are intended to describe the general nature and level of work being performed and are not to be interpreted as an exhaustive list of responsibilities. Set project controls guidelines and responsibilities by implementing tools and systems necessary to effectively manage, control and report on cashflow, cost, commitments, forecast and schedule for projects. Establish a standard project management methodology to help reduce costs and improve timeliness, implementing standards and best practices. Provide guidance to operations/project management teams to recognize emerging issues, identify lessons learned and drive process adoption to ensure accuracy of key project metrics and best practices. Compile, monitor and report on project financial data, including but not limited to, planned spend, actual spend, estimate to complete, budget trends, project costs, commitments, etc. Conducts detailed review and analysis of project performance control and reporting to understand and articulate key metrics and trends. Ensure management is provided with timeline review and progress of all projects and activity including completion of monthly project status report and forecasting reporting and endorse suggested corrective actions to maintain the project within planned cost and schedule. Ensures that tracking and forecasting, progress monitoring, cost reporting meet specific project requirements. Ensures the preparation and updating of project cash flows and forecasting as required throughout the project life cycle. Establish, manage, and maintain project schedule development and review and update processes to ensure accuracy and alignment with the master schedule. Collaborate with program/project managers to coordinate and manage cost and scheduling activities for major capital projects, including the accurate forecasting and reporting of project costs. Contribute to risk mitigation plan; collaborate on risk identification and assessment activities. Prepare project delivery reviews for specifically identified projects and provide reports to division management on milestone achievement, issues, risks, and corrective action. Identify and propose more cost-effective methods/strategies for accomplishing project objectives. Supports project change management, including subcontractor claims, change requests, claims and dispute resolution. Create tools and templates to aid project managers in effective and efficient management of projects and programs. Lead the development and presentation of project management training programs, including courses to emphasize and reinforce best practices for project charter development, scheduling, cost forecasting, risk management, and project closeouts. Review project authorizations, including contract task orders, work orders and job order contracts, to ensure compliance with contract, federal/state requirements: provide project cost coding, including accurate cost coding. Report to executive leadership team on project status and issues relevant to changes in scope, schedule, trends, and costs. Create project performance indicators and track month-to-month performance changes. Serve as a liaison on contract specifications such as scope, cost and schedule information and assist with contract bid evaluations. Provide interface support and respond to requests for project information from various internal departments and external agencies. Serve as focal point for providing project feedback into project cost and schedule databases. Manage the progress of professional service and construction contracts to ensure compliance by consultants and others who may be responsible for the delivery of the services of those contracts. Assist in the development, administration, and training of internal PMO Standard Operating Practices. Prepare studies, research, and analyses of special ad-hoc reports. Perform other related duties as assigned. MINIMUM REQUIREMENTS TO PERFORM ESSENTIAL JOB FUNCTIONS Education and Experience Bachelor’s Degree in Engineering, Business Administration, Project Management or a related field. A minimum of seven (7) years of work experience performing similar duties in a construction or project management field. A combination of training, with a minimum of an Associate Degree and/or experience that provides the required knowledge, skills and abilities may be considered when determining minimum qualifications. Advanced relevant coursework may also substitute for a portion of required experience. Valid Class C Driver's License with a satisfactory driving record of no more than three moving violations and no DUI's within the last three years. Preferred Qualifications Project Management Professional (PMP) or equivalent certification. Experience with applicable systems, software, and tools used for estimating, scheduling or controls such as Primavera P6 and Microsoft scheduling tools. Knowledge, Skills, and Abilities Knowledge of : Project management best practices, project delivery standards, processes and templates. Contract administration related to construction projects in a public agency environment. State and federal grant and contract regulations and requirements by public agencies. Strong analytical skills required to review all project controls information and ensure accuracy as well as identify issues, concerns, and potential mitigations. Skilled in : Microsoft Office Suite, including advanced skills in Microsoft Excel. Scheduling software, Primavera P6 and Microsoft scheduling tools preferred. Use of budgeting software (e.g. Oracle). Strong and effective organization, analytics, and time management. Strong communication skills, both verbal and written. Cost control including project estimating, forecasting and Earn Value management. Ability to : Think critically in complex situations and synthesize ambiguous data. Multi-task in a high paced environment. Analyze financial data, cost reports, design and construction cost estimates and trend data. Communicate a variety of complex information to different levels of management. Influence key decision makers, peer groups, and functions outside direct control. Keep multiple contracts on schedule, within budget and in compliance with contract specification. Balance multiple initiatives simultaneously, driving initiatives through to completion while continuing to meet deadlines in a fast-paced work environment with frequently changing priorities. PHYSICAL REQUIREMENTS Transition between a stationary position at a desk or work location and move about Metrolink facilities or other work site locations. Operate tools to perform the duties of the position, such as computers, office equipment and work-related machinery. Transport equipment or boxes up to 25lbs. Exchange ideas by means of communication. Visual acuity to detect, identify and observe employees or train movement and any barriers to movement when working on or near railroad tracks. Hear and perceive the nature of sounds when working on or near railroad tracks. Balance, ascend/descend, climb, kneel, stoop, bend, crouch, or crawl within assigned working conditions and or locations. WORKING CONDITIONS Position requires work in a normal office environment with little exposure to excessive noise, dust, or temperature. Work may also be conducted in outdoor environments, at construction sites, Railroad Track and Right-of-Way environments, and warehouse environments, with possible exposure to moving mechanical parts, and loud noises (85+ decibels, such as heavy trucks, construction, etc.) Southern California Regional Rail Authority is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the Authority will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. SUPPLEMENTAL INFORMATION Selection Process: Following a review of resumes and/or applications, the most highly qualified candidates will be invited to continue in the selection process. Eligible applicants will be notified of the exact time and place of assessments and interview. Candidates will be interviewed to determine their relative knowledge, skills and ability in job related areas. Offers of employment may be contingent upon successful completion of a reference check, including degree verification and criminal records check provided through SCRRA. Internal Candidates: Employees with active discipline as defined in the HR Policy No. 5.3 Positive Discipline Program and/or with performance that does not meet the standard for "meets expectations" as defined in the Performance Planning and Appraisal Process may be precluded from consideration and placement in the position. In compliance with the Americans with Disabilities Act, the SCRRA will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. The SCRRA is an Equal Opportunity Employer. EEO/ADA MEDICAL: SCRRA offers a choice of twelve (12) health plan options provided through the California Public Employees' Retirement System (CalPERS). You may choose from up to ten (10) Health Maintenance Organization (HMO) plans and two (2) Preferred Provider Organization (PPO) plans. Some health plans are only available in certain counties and/or zip codes. You contribute 12.5 percent of the plan premium for coverage of you and your eligible dependents. You may waive coverage if you are covered under another group health plan; you must provide proof. Once you waive coverage, you will only be allowed to enroll during Open Enrollment or within 60 days from the date on which your other coverage is no longer available (proof is required). If you elect to waive coverage, you will receive $300.00 per month taxable earnings, paid in two installments of $150 each on the first two paychecks of the month. A retiree or an employee who is a spouse, child, or any other eligible dependent of another SCRRA employee is not eligible for the opt out/cash in lieu credit if he/she is covered under a SCRRA health plan. Eligibility begins the first of the month following hire date or qualifying event. DENTAL: SCRRA offers two dental options provided by Delta Dental. Under the DeltaCare (HMO) program, you must select a contract dentist within their network to perform your dental services. If you require treatment from a specialist, your contract dentist will handle the referral. Many services are covered at no cost to you. A co-payment applies for other services. The Delta Dental PPO plan allows you to visit a dentist of your choice, change dentists at any time, go to a dental specialist of your choice, receive dental care anywhere in the world, and save on out-of-pocket expenses when you visit a PPO network dental office. SCRRA pays the full premium for coverage of you and your eligible dependents under both plans. Eligibility begins the first of the month following hire date or qualifying event. VISION: SCRRA offers two (2) vision plans through Vision Service Plan (VSP), providing coverage for eye examinations, prescription eyewear and contact lenses through network providers. You have the option of seeing out-of-network providers, but full reimbursement is not guaranteed. VSP has contracted with many laser surgery facilities and doctors, offering you a discount on PRK and LASIK surgeries. If you enroll in the VSP Basic Plan, SCRRA pays the full premium for coverage of you and your eligible dependents. If you enroll in the VSP Buy-up Plan, which offers enhanced vision benefits, you pay the difference between the cost of the Basic Plan and the Buy-up Plan. Eligibility begins the first of the month following hire date or qualifying event. FLEXIBLE SPENDING ACCOUNTS: Flexible Spending Accounts (FSA) allow for the deferral of pre-tax dollars to be used for reimbursement of eligible medical and dependent care expenses. You can set aside up to $3,050 for health care expenses and $5,000 per family for dependent care expenses annually. Eligibility begins the first of the month following hire date or a qualifying event. GROUP TERM LIFE INSURANCE: SCRRA provides for an amount equal to one (1) time your annual salary, rounded to the nearest $1,000, to a maximum of $200,000. Your life insurance benefit will reduce to 65% at age 65 and 55% at age 70. IRS regulations require that the portion of Group Term Life (“G.T.L.”) insurance benefits provided to you by SCRRA, which exceeds $50,000, be added to your Federal, State, and Medicare taxable earnings for W-2 reporting. This amount is reflected on your pay statements each pay period in the “Other Benefits and Information” section. In addition, SCRRA offers a voluntary plan, which may be purchased in increments of $10,000 to a maximum of $100,000 without evidence of insurability (initial enrollment period only) and up to 5 times your salary to a maximum of $500,000 with evidence of insurability. Dependent life options are also available. The voluntary plan is portable; you may retain it if you leave SCRRA and pay the premium. Eligibility begins the first of the month following hire date or qualifying event. ACCIDENTAL DEATH & DISMEMBERMENT: SCRRA provides for an amount equal to one (1) time your annual salary, rounded to the nearest $1,000, up to a maximum of $200,000. Your AD&D insurance benefit will reduce to 65% at age 65 and 55% at age 70. In addition, SCRRA offers a voluntary plan, which may be purchased in increments of $10,000, subject to a maximum of the lesser of 5 times your annual salary or $500,000. Dependent AD&D options are also available. Eligibility begins the first of the month following hire date or qualifying event. SHORT TERM DISABILITY: You are covered under the California State Disability Insurance (SDI) Program. Your maximum benefit amount is 52 times your weekly benefit amount or the total wages subject to SDI tax paid in your base period, whichever is less. Employees pay a mandatory contribution, through payroll deductions, for coverage under the SDI program. The contribution rate for 2023 is 0.9 percent of earnings. The SDI taxable wage limit is $153,164, with a maximum withholding of $1,378.48 per employee for calendar year 2023. LONG TERM DISABILITY : SCRRA provides for income replacement of 60 percent of monthly earnings subject to a maximum benefit of $7,500 per month up to age 65. To qualify, you must be on disability for 90 days. (Note: there is a pre-existing condition clause in this program.) Eligibility begins the first of the month following hire date or qualifying event. VOLUNTARY BENEFITS: SCRRA offers the following employee-paid voluntary benefits, provided by Aflac: Group Accident Insurance helps pay for out-of-pocket costs that arise from covered accidents, such as fractures, dislocations, and lacerations. Group Critical Illness Insurance helps pay for the expected and unexpected expenses that arise from diagnosis of a covered critical illness, such as cancer (internal or invasive), heart attack, stroke, end-stage renal failure or a major organ transplant. Group Hospital Indemnity Insurance helps pay for the out-of-pocket costs associated with a hospital stay, including benefits for hospital confinement, hospital admission, hospital intensive care and intermediate intensive care step-down unit. Group Short-Term Disability Insurance pays a monthly benefit directly to an employee who is off work due to an injury or illness for up to three (3) months after a seven (7) day waiting period. Eligibility begins the first of the month following hire date or qualifying event. 9/80 ALTERNATIVE WORK SCHEDULE: SCRRA offers a 9/80 Alternative Work Schedule (AWS). During a 10-day work period, you work eight 9-hour days, one 8-hour day and have one day off. Your day off can be Monday, Wednesday, or Friday. Approval from your supervisor, chief and HR is required to participate in the 9/80 AWS program. TELECOMMUTING SCHEDULE: SCRRA offers employees the option to telecommute up to two (2) days per week. At the CEO’s discretion, the maximum number of days per week may be increased due to a natural disaster, pandemic, civil unrest, federal/state/local stay-at-home order, or other special circumstances. Approval from your supervisor, chief and HR is required to participate in the telecommuting program. Employees on a 9/80 schedule cannot telecommute. HOLIDAYS: SCRRA observes twelve (12) holidays a year: New Year's Day, Martin Luther King Day, President’s Day, Cesar Chavez Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Veterans Day, Thanksgiving Day, Day after Thanksgiving, and Christmas Day. PAID TIME OFF (PTO): SCRRA provides employees with Paid Time Off (PTO) for vacations, illnesses, injuries, medical/dental appointments, religious holidays, personal business, and emergencies as follows: 0-4 years of service - 25 days 5-6 years of service - 30 days 7th year of service - 32 days 8th year of service - 33 days 9th year of service - 34 days 10-14 years of service - 35 days 15-19 years of service - 38 days 20 or more years - 42 days At the CEO’s discretion, prior service at a public transportation or public agency, or rail transportation company may be counted towards an employee’s total service years to increase the employee’s PTO accrual rate. To be considered, Human Resources requires that a written request along with verification and confirmation of the years of service be provided prior to the start of employment with SCRRA. Human Resources will provide the final determination on behalf of the CEO. EMPLOYEE ASSISTANCE PROGRAM (EAP): SCRRA offers you and your immediate and dependent family members confidential counseling 24 hours a day, 7 days a week for family, personal, work-related and substance abuse issues through the EAP. You are entitled to a telephone session(s) with a trained EAP professional to assess the nature of the problem and provide a referral for additional assistance, if needed. Services also include three (3) face-to-face counseling sessions per family member per six (6) month period. HEALTH ADVOCACY SERVICES: SCRRA offers you and your eligible dependents free health advocacy services through Health Advocate. You are entitled to unlimited calls with trained professionals who can help you navigate the healthcare and insurance systems. RETIREMENT PLAN: The SCRRA contracts with the California Public Employees' Retirement System (CalPERS). You pay a 8.00 percent employee contribution and SCRRA pays an employer contribution, which varies each year. To be eligible for service retirement, you must be at least age 52 and have a minimum of five (5) years of CalPERS-credited service. Upon retirement you are entitled to a monthly retirement benefit based on your years of credited service, age, and average compensation during your last three (3) years of service (“final compensation”). The retirement formula for New Members is 2%@62, which means at age 62, you receive 2 percent of your final compensation for every year of service. Upon separation from employment with less than 5 years of credited service, you may request a refund of your employee contributions only, including interest, and end your membership with CalPERS, or leave it in your account and retain your service credit should you decide to work for another CalPERS-covered agency. If you are vested upon separation but do not retire, you may leave your contributions in your account until retirement or elect a refund. SOCIAL SECURITY: You do not participate in Social Security except for Medicare. You will contribute 1.45 percent of your pay to cover the hospital insurance portion of Medicare. *Additional Medicare Hospital Insurance Tax: As of January 1, 2013, employees are required to pay an additional 0.9 percent Medicare tax on earnings above $200,000 (for those who file an individual return) or $250,000 (for those who file a joint return). This additional hospital insurance tax is not reflected in the rate above. RETIREE MEDICAL: Unrepresented employees hired before 11/1/18*: You will be eligible for medical coverage when you retire if your separation date and retirement date are within 120 days of each other. SCRRA pays the same amount for retirees as it does for active employees, which is currently 87.5 percent of the applicable premium. Unrepresented employees hired on or after 11/1/18: You will be eligible for medical coverage when you retire if your separation date and retirement date are within 120 days of each other and you have a minimum of 10 years of credited CalPERS service, five of which must be performed at SCRRA. SCRRA pays a percentage of the state annuitant contribution rate** in accordance with the vesting schedule below: 10 Years of CalPERS Service - 50% 11 - 19 Years of CalPERS Service - 50%, plus 5% for each additional year of service 20+ Years of CalPERS Service - 100% *Once each year the employer may allow unrepresented employees hired before 11/1/18 the opportunity to individually elect to be subject to the vesting schedule. **The state annuitant contribution rates for 2023 are: $883 (Retiree Only); $1,699 (Retiree + 1 Dependent); $2,124 (Retiree + Family). DEFERRED COMPENSATION PLAN (457) : You are eligible to set aside a portion of your current income without paying taxes on that money until it is received later during retirement when taxes may be lower. In 2023, you can defer up to 100 percent of your gross compensation or $22,500 annually, whichever is less (“normal contribution limit”). You may make an additional $7,500 contribution to the plan if you are age 50 and older. If you are at least within three years of the age in which you are eligible to receive unreduced benefits under our CalPERS retirement plan, you may contribute up to double the normal contribution limit, or $45,000. TRANSPORTATION PASSES: You may use your employee badge for unlimited free access to all Metrolink lines and trains. Your badge cannot be used on connecting public transportation. However, if you commute to/from work on Metrolink on a regular basis and need to connect to other public transportation (e.g., Metro Red or Purple Line) you can be issued a Metrolink pass with the appropriate station pair, which will also give you access to connecting transportation. You are also eligible to receive a free transit pass to ride any greater Los Angeles area transit system other than Metrolink (such as, Metro, Foothill Transit, LADOT, and LOSSAN) for commuting purposes. The commuter transit pass has a value up to the monthly maximum tax-free transit pass amount established by the Internal Revenue Service ($300 in 2023). You are responsible for any transit fares above the IRS monthly cap. To receive this benefit, the SCRRA requires each employee to use public transportation to commute to and from work three (3) or more days per week. OTHER BENEFITS: Educational Assistance - SCRRA will reimburse an employee up to $1,000 per fiscal year for tuition, books and mandatory student fees for courses that are relevant to employment. No reimbursement is allowed for parking. Professional Memberships - SCRRA pays up to $300 per year for professional memberships. Credit Union Membership - SCRRA offers credit union services for employees and their family members, provided by Northrup Grumman Federal Credit Union. Jury Duty - SCRRA will continue an employee's salary during any non-voluntary jury service up to a maximum of ten (10) working days. Pregnancy Disability and Family and Medical Leaves - A leave of absence may be paid or unpaid and shall be granted in accordance with applicable federal and state laws, and SCRRA policy. Refer to the Human Resource Policies and Procedures Manual for more detailed information. Bereavement Leave - In the event of death in an employee’s immediate family, the agency grants up to three (3) working days, with pay, to handle family affairs and to attend the funeral. When an employee needs to travel outside the radius of the five (5) member agencies due to the death of an immediate family member, the Authority grants up to five (5) working days, with pay. Military Leave - Employees will be paid for the annually required active period. At the discretion of the Chief Executive Officer, and with Board notification, paid military leave may be granted beyond what is provided by the applicable state law.
City of Portland, Oregon
Portland, Oregon, United States
The Position About the position Job Appointment: Full-Time, Regular Work Schedule: Mon-Fri. 8-5P, alternate schedule may be available Work Location: Remote with occasional in-person meetings. Remote work must be performed within Oregon or Washington. For more information, click here . Benefit: Please check our benefit tab for an overview of benefit for this position Language Pay Premium Eligible: This position 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 the current 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 respond to the supplemental questions and attach a resume. Position Summary The Financial Analyst II is responsible for financial and management analysis related to the budget and operations of a specific City fund. Your duties will vary from day to day, will range from routine to difficult and will be creatively challenging. The Financial Analyst II is a key position in our bureau, responsible for specific financial tasks and analysis of the City’s risk management funds. You will not just analyze financial data, you will work with managers and staff to assist them run their businesses, implement financial decisions and manage their finances. A vital requirement of your role will require you to provide excellent customer service to both internal and external customers. As a Financial Analyst II, you will: Assist in the financial management of the City’s funds that provides risk management services to City bureaus. Conduct financial analyzes of the fund’s activities. Update and manage rate models for recovering costs of the City’s risk management funds. Update and manage reporting systems for the City’s risk management funds. Assist in addressing business decisions for the City’s risk management funds. About the Division Business Operations is a diverse workplace that encourages collaboration, creativity and innovation in solving problems while at the same time exercising sound professional judgment. Business Operations strives to foster a positive work environment in which employees can grow professionally and contribute to the success of the organization. A section of Business Operations provides financial services to the funds and bureaus that provide internal services in support of City operations. Virtual Zoom Meet & Greet Opportunity Come meet the hiring manager and the senior recruiter! We'll be talking about the position duties and responsibilities, day to day life in the role, review the announcement, discuss how to apply, and answer questions you may have about the position. Thursday, September 5, 2024 12:00PM Pacific Time (US and Canada) Zoom Meeting Link: https://us06web.zoom.us/j/87204915981 Meeting ID: 872 0491 5981 Have a question? Contact Information: Loan Tran Polanco, Recruiter Bureau of Human Resources Loan.Tran@portlandoregon.gov To Qualify The following minimum qualifications are required for this position: Knowledge and experience applying the principles, practices, and methods of financial analysis.Experience assisting in preparing and managing an organization’s budget, preparing revenue and expenditure reports and analyzes, and preparing budget status reports, and other financial analysis reports.Experience preparing reports, presentations and other communications on complex financial and management issues for a variety of audiences.Ability to establish and maintain effective working relationships with managers and staff within your organization.Ability to develop and implement business process improvements. The Recruitment Process STEP 1: Apply online between August 26, 2024 to September 9, 2024 Required Application Materials: Resume Answer to the Supplemental Questions (click on the Questions tab to preview the questions) Optional Application Materials: If you would like to request Veteran's Preference, please submit your Veteran documents (ex, DD214-Member 4, VA Benefit Letter, etc) by the closing date of the recruitment. Application Tips: 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 résumé should support the details described in your responses to the supplemental questions. Salary Range/Equity Pay Analysis : Please note per the Oregon State Pay Equity Law your salary is determined based on the experience and education listed in your resume/application. It is strongly encouraged to include any transferable experience (paid or unpaid regardless of how recent) to ensure your offer is reflective of all directly related and equivalent experience. Do not attach any additional documents. Please note, all completed applications for this position must be submitted no later than on 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 September 9, 2024 An evaluation of each applicant's training and paid and unpaid experience, as demonstrated in their resume and supplemental questions, weighted 100%. Your résumé 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 would 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 prior to establishment of the eligible list and/or final selection. Step 3: Establishment of Eligible List: Week of September 16, 2024 Candidates who meet the minimum qualifications will be placed on the equally ranked eligible list. Step 4: Selection (Interview): October 2024 Hiring bureau will review and select candidates for an interview Step 5: Offer of Employment: TBD Step 6: Start Date: TBD A start date will be determined after all conditions of employment have been met. *Timeline is approximate and subject to change. Additional Information Click here for additional information regarding the following: City of Portland Core Values Recruitment Process - Work Status Equal Employment Opportunity Veteran Preference ADA, Pregnancy, and Religious Accommodations 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 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: 9/9/2024 11:59 PM Pacific
Aug 27, 2024
Full Time
The Position About the position Job Appointment: Full-Time, Regular Work Schedule: Mon-Fri. 8-5P, alternate schedule may be available Work Location: Remote with occasional in-person meetings. Remote work must be performed within Oregon or Washington. For more information, click here . Benefit: Please check our benefit tab for an overview of benefit for this position Language Pay Premium Eligible: This position 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 the current 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 respond to the supplemental questions and attach a resume. Position Summary The Financial Analyst II is responsible for financial and management analysis related to the budget and operations of a specific City fund. Your duties will vary from day to day, will range from routine to difficult and will be creatively challenging. The Financial Analyst II is a key position in our bureau, responsible for specific financial tasks and analysis of the City’s risk management funds. You will not just analyze financial data, you will work with managers and staff to assist them run their businesses, implement financial decisions and manage their finances. A vital requirement of your role will require you to provide excellent customer service to both internal and external customers. As a Financial Analyst II, you will: Assist in the financial management of the City’s funds that provides risk management services to City bureaus. Conduct financial analyzes of the fund’s activities. Update and manage rate models for recovering costs of the City’s risk management funds. Update and manage reporting systems for the City’s risk management funds. Assist in addressing business decisions for the City’s risk management funds. About the Division Business Operations is a diverse workplace that encourages collaboration, creativity and innovation in solving problems while at the same time exercising sound professional judgment. Business Operations strives to foster a positive work environment in which employees can grow professionally and contribute to the success of the organization. A section of Business Operations provides financial services to the funds and bureaus that provide internal services in support of City operations. Virtual Zoom Meet & Greet Opportunity Come meet the hiring manager and the senior recruiter! We'll be talking about the position duties and responsibilities, day to day life in the role, review the announcement, discuss how to apply, and answer questions you may have about the position. Thursday, September 5, 2024 12:00PM Pacific Time (US and Canada) Zoom Meeting Link: https://us06web.zoom.us/j/87204915981 Meeting ID: 872 0491 5981 Have a question? Contact Information: Loan Tran Polanco, Recruiter Bureau of Human Resources Loan.Tran@portlandoregon.gov To Qualify The following minimum qualifications are required for this position: Knowledge and experience applying the principles, practices, and methods of financial analysis.Experience assisting in preparing and managing an organization’s budget, preparing revenue and expenditure reports and analyzes, and preparing budget status reports, and other financial analysis reports.Experience preparing reports, presentations and other communications on complex financial and management issues for a variety of audiences.Ability to establish and maintain effective working relationships with managers and staff within your organization.Ability to develop and implement business process improvements. The Recruitment Process STEP 1: Apply online between August 26, 2024 to September 9, 2024 Required Application Materials: Resume Answer to the Supplemental Questions (click on the Questions tab to preview the questions) Optional Application Materials: If you would like to request Veteran's Preference, please submit your Veteran documents (ex, DD214-Member 4, VA Benefit Letter, etc) by the closing date of the recruitment. Application Tips: 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 résumé should support the details described in your responses to the supplemental questions. Salary Range/Equity Pay Analysis : Please note per the Oregon State Pay Equity Law your salary is determined based on the experience and education listed in your resume/application. It is strongly encouraged to include any transferable experience (paid or unpaid regardless of how recent) to ensure your offer is reflective of all directly related and equivalent experience. Do not attach any additional documents. Please note, all completed applications for this position must be submitted no later than on 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 September 9, 2024 An evaluation of each applicant's training and paid and unpaid experience, as demonstrated in their resume and supplemental questions, weighted 100%. Your résumé 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 would 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 prior to establishment of the eligible list and/or final selection. Step 3: Establishment of Eligible List: Week of September 16, 2024 Candidates who meet the minimum qualifications will be placed on the equally ranked eligible list. Step 4: Selection (Interview): October 2024 Hiring bureau will review and select candidates for an interview Step 5: Offer of Employment: TBD Step 6: Start Date: TBD A start date will be determined after all conditions of employment have been met. *Timeline is approximate and subject to change. Additional Information Click here for additional information regarding the following: City of Portland Core Values Recruitment Process - Work Status Equal Employment Opportunity Veteran Preference ADA, Pregnancy, and Religious Accommodations 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 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: 9/9/2024 11:59 PM Pacific
City of Portland, Oregon
Portland, Oregon, United States
The Position Job Appointment: Full-Time Work Schedule: Monday - Friday, 8 am-5 pm. An alternate schedule may be available. Work Location: 1120 SW 5TH AVE, PORTLAND OR 97204 Benefits: Please check our benefit tab for an overview of benefits for this position. Union Representation: Non-represented, no union affiliation To view labor agreements, current and future, please visit the Current City Labor Agreements page. Language Pay Premium Eligible: This position may be eligible for Language Pay Differential for qualifying employees. Application Material: Please click APPLY to submit your application via the City of Portland’s online portal. You will need to attach a resume and cover letter. The City of Portland Bureau of Transportation (PBOT) is seeking a Budget and Financial Management Division Manager (Analyst IV) to join the team. What you'll get to do: Manage a group of 7 analysts assigned to budget preparation and monitoring, financial forecasting, Local Improvement District financing, and capital controls. Develop budgets, monitor revenue and expenditures, and make recommendations for investment to senior leadership. Develop and administer complex analytical models for forecasting and tracking multiple revenue sources. Research, share information, and provide answers to questions from the public, elected officials, external public agencies and jurisdictions, other Bureaus/Offices, and various organizations, committees, community groups, and labor representatives. Develop and present objective analyses, observations, findings, conclusions, and recommendations to supervisors, managers, and City officials via written reports, oral presentations, and public forums. Provide training, problem-solving, advice, support, and guidance in areas of expertise. Coordinate and represent the bureau on citywide committees and teams. Supervise, plan, organize, and evaluate the work of assigned employees. The Portland Bureau of Transportation is a community partner in shaping a livable city. We plan, build, manage, and maintain an effective and safe transportation system that provides people and businesses access and mobility. We keep Portland moving. For more information about the Portland Bureau of Transportation, please visit www.portlandoregon.gov/pbot . The Portland Bureau of Transportation embraces diversity, models inclusivity, and promotes equity through its service delivery, internal operations, organizational culture, and in its work with partners and the community. Questions: Terrol Johnson Senior Recruiter terrol.johnson@portlandoregon.gov To Qualify Applicants should specifically address and demonstrate in their cover letter and résumé how their education, training, and/or experience meet each of the following minimum qualifications: Knowledge of the principles of public administration, municipal budget development, public agency financial management and reporting, and administrative, organizational, procedural, and financial analysis. Ability to analyze and identify complex administrative, operational, economic, financial, budgetary, and organizational issues; evaluate alternatives; provide sound, logical, fact-based conclusions and recommendations. Ability to communicate clearly, logically, and persuasively, both verbally and in writing. Ability to prepare clear, concise, and comprehensive reports, correspondence, and other documents involving administrative, organizational, technical, budgetary, and financial data. Ability to communicate complex analytical topics to non-technical audiences. Ability to establish and maintain effective working relationships with Bureau/Office management and staff, representatives of other public agencies, the public, and others encountered in the course of work. The Recruitment Process STEP 1: Apply online between August 26 , 2024 - September 9 , 2024 Required Application Materials: Resume Cover Letter Optional Application Materials: Veteran documents to request for Veteran Preference (ex, DD214-Member 4, VA Benefit Letter, etc.) Application Tips: Your cover letter 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 cover letter. Salary Range/Equity Pay Analysis : Please note per the Oregon State Pay Equity Law your salary is determined based on the experience and education listed in your resume/application. It is strongly encouraged to include any transferable experience (paid or unpaid regardless of how recent) to ensure your offer is reflective of all directly related and equivalent experience. Do not attach materials not requested. All completed applications for this position must be submitted no later than on 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 September 9 , 2024 An evaluation of each applicant's training and paid and unpaid experience, as demonstrated in their resume and cover letter, weighted 100%. Your resume and cover letter 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 prior to the establishment of the eligible list and/or final selection. Step 3: Establishment of Eligible List: Week of September 16, 2024 Candidates who meet the minimum qualifications will be placed on the equally ranked eligible list. Step 4: Selection (Interview): Week of September 23 , 2024 The hiring bureau will review and select candidates to interview. Please note, that the selection process may take up to 90 days from the notification of being placed on the eligible list. Step 5: Offer of Employment: TBD Step 6: Start Date: TBD A start date will be determined after all conditions of employment have been met. *Timeline is approximate and subject to change* Additional Information Click here for additional information regarding the following: Click here for additional information regarding the following: City of Portland Core Values Recruitment Process - Work Status Equal Employment Opportunity Veteran Preference ADA, Pregnancy, and Religious Accommodations Did you know? 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. 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 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: 9/9/2024 11:59 PM Pacific
Aug 27, 2024
Full Time
The Position Job Appointment: Full-Time Work Schedule: Monday - Friday, 8 am-5 pm. An alternate schedule may be available. Work Location: 1120 SW 5TH AVE, PORTLAND OR 97204 Benefits: Please check our benefit tab for an overview of benefits for this position. Union Representation: Non-represented, no union affiliation To view labor agreements, current and future, please visit the Current City Labor Agreements page. Language Pay Premium Eligible: This position may be eligible for Language Pay Differential for qualifying employees. Application Material: Please click APPLY to submit your application via the City of Portland’s online portal. You will need to attach a resume and cover letter. The City of Portland Bureau of Transportation (PBOT) is seeking a Budget and Financial Management Division Manager (Analyst IV) to join the team. What you'll get to do: Manage a group of 7 analysts assigned to budget preparation and monitoring, financial forecasting, Local Improvement District financing, and capital controls. Develop budgets, monitor revenue and expenditures, and make recommendations for investment to senior leadership. Develop and administer complex analytical models for forecasting and tracking multiple revenue sources. Research, share information, and provide answers to questions from the public, elected officials, external public agencies and jurisdictions, other Bureaus/Offices, and various organizations, committees, community groups, and labor representatives. Develop and present objective analyses, observations, findings, conclusions, and recommendations to supervisors, managers, and City officials via written reports, oral presentations, and public forums. Provide training, problem-solving, advice, support, and guidance in areas of expertise. Coordinate and represent the bureau on citywide committees and teams. Supervise, plan, organize, and evaluate the work of assigned employees. The Portland Bureau of Transportation is a community partner in shaping a livable city. We plan, build, manage, and maintain an effective and safe transportation system that provides people and businesses access and mobility. We keep Portland moving. For more information about the Portland Bureau of Transportation, please visit www.portlandoregon.gov/pbot . The Portland Bureau of Transportation embraces diversity, models inclusivity, and promotes equity through its service delivery, internal operations, organizational culture, and in its work with partners and the community. Questions: Terrol Johnson Senior Recruiter terrol.johnson@portlandoregon.gov To Qualify Applicants should specifically address and demonstrate in their cover letter and résumé how their education, training, and/or experience meet each of the following minimum qualifications: Knowledge of the principles of public administration, municipal budget development, public agency financial management and reporting, and administrative, organizational, procedural, and financial analysis. Ability to analyze and identify complex administrative, operational, economic, financial, budgetary, and organizational issues; evaluate alternatives; provide sound, logical, fact-based conclusions and recommendations. Ability to communicate clearly, logically, and persuasively, both verbally and in writing. Ability to prepare clear, concise, and comprehensive reports, correspondence, and other documents involving administrative, organizational, technical, budgetary, and financial data. Ability to communicate complex analytical topics to non-technical audiences. Ability to establish and maintain effective working relationships with Bureau/Office management and staff, representatives of other public agencies, the public, and others encountered in the course of work. The Recruitment Process STEP 1: Apply online between August 26 , 2024 - September 9 , 2024 Required Application Materials: Resume Cover Letter Optional Application Materials: Veteran documents to request for Veteran Preference (ex, DD214-Member 4, VA Benefit Letter, etc.) Application Tips: Your cover letter 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 cover letter. Salary Range/Equity Pay Analysis : Please note per the Oregon State Pay Equity Law your salary is determined based on the experience and education listed in your resume/application. It is strongly encouraged to include any transferable experience (paid or unpaid regardless of how recent) to ensure your offer is reflective of all directly related and equivalent experience. Do not attach materials not requested. All completed applications for this position must be submitted no later than on 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 September 9 , 2024 An evaluation of each applicant's training and paid and unpaid experience, as demonstrated in their resume and cover letter, weighted 100%. Your resume and cover letter 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 prior to the establishment of the eligible list and/or final selection. Step 3: Establishment of Eligible List: Week of September 16, 2024 Candidates who meet the minimum qualifications will be placed on the equally ranked eligible list. Step 4: Selection (Interview): Week of September 23 , 2024 The hiring bureau will review and select candidates to interview. Please note, that the selection process may take up to 90 days from the notification of being placed on the eligible list. Step 5: Offer of Employment: TBD Step 6: Start Date: TBD A start date will be determined after all conditions of employment have been met. *Timeline is approximate and subject to change* Additional Information Click here for additional information regarding the following: Click here for additional information regarding the following: City of Portland Core Values Recruitment Process - Work Status Equal Employment Opportunity Veteran Preference ADA, Pregnancy, and Religious Accommodations Did you know? 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. 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 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: 9/9/2024 11:59 PM Pacific
Cal State University (CSU) Monterey Bay
100 Campus Center, Seaside, CA 93955, USA
Classification: Adminstrative Analyst/Specialist - Exempt II Hours: Full-time / 40 hours per week FLSA: Exempt Anticipated Hiring Salary Range: $6,105 - $7,000* mo. CSU Salary Schedule *CSUMB provides pay scales representing its good faith estimate of what the university reasonably expects to pay for this position. The pay offered to a selected candidate will be determined on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, and CSU systemwide pay for comparable jobs. Priority Screening Date: August 11, 2024 Recruitment Status: Open Until Filled ABOUT CSUMB California State University, Monterey Bay is a mid-sized university in California’s Central Coast that grants undergraduate and graduate degrees. Powered by an inspiring Founding Vision Statement , CSUMB is part of the nation’s largest four-year public university system, California State University , which educates nearly 460,000 students every year. With a vibrant, diverse student body of over 7,000 students, CSU Monterey Bay is both a Minority Serving Institution and a Hispanic Serving Institution. Our staff and faculty transform students’ lives with a focus on student success and engagement through experiential learning, service learning, and a strong emphasis on multicultural and global perspectives. CSUMB’s sustainability goal is to be carbon neutral by 2030. The university’s Strategic Plan prioritizes inclusive excellence through recruiting and investing in developing a diverse body of faculty, staff and administrators. Many appreciate living and working close to the shores of beautiful Monterey Bay, with easy access to recreational areas from Big Sur to Santa Cruz. Nearby opportunities for collaborative research include working in the Monterey Bay National Marine Sanctuary and Silicon Valley, and with colleagues at local research universities, including UC Santa Cruz and Stanford University. As one of the 23 campuses in the CSU system, CSUMB offers excellent benefits, including access to below-market-rate rental housing on East Campus, and competitive salaries for faculty and staff. With proximity to the San Francisco Bay Area and San Jose, opportunities for faculty, staff and students are as endless as the shores of the nearby Pacific Ocean. PURPOSE : Under the general supervision of the Dean of the College of Business (COB), the Senior Administrative Analyst serves as the primary contact for the College of Business and provides administrative and technical support and oversight of the planning, coordination and execution of a variety of administrative and operational activities for the College of Business. The analyst functions as an executive assistant for the Dean and is responsible for independently developing procedures and policies to streamline College of Business activities, office automation, quality management, and student satisfaction. Responsibilities include new program planning and implementation, external accreditation coordination, budget development and analysis, preparation of reports and presentations, and coordination of College activities. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following : Budget & Finance: Provides support to the Dean and Chairs in the preparation and allocation of the annual budget for operating expenses and salaries for the College of Business and new programs. Coordinates development of budget with Dean and Staff. Monitors and analyzes the College budgets, program budgets and multiple COB foundation and scholarship funds. Develops, forecasts, analyzes and prepares reports from budgetary data and financial information for all degree, certificate and overseas programs. Coordinates long term and short-term budget planning. Personnel Management and Workload Analysis: Oversees the staff, faculty and lecturer recruitment processes. Oversees all College of Business lecturer teaching contracts for entitlement accuracy and timely payment. Coordinates full-time faculty workload and contracts with the Department Offices. Ensures faculty members receive appropriate information and services. Provides lead work direction, training and guidance to College of Business staff; supervises student assistants; leads and coordinates the development of unit organizational work goals, objectives, responsibilities and accountability; determines the methods and procedures by which the clerical work is to be accomplished. Oversees faculty and staff workload analysis. Oversees AACSB Accreditation: Oversees coordination of the AACSB accreditation efforts with supervision of planning and programming, documentation, record keeping, etc. conducted by the AACSB accreditation staff coordinator. Provides oversight of coordination support for faculty qualification efforts, Assurance of Learning/assessment planning and documentation, and other administrative duties related to accreditation. Policy Development & Implementation: Develops, recommends, implements and documents policies for the direction and oversight of the daily clerical and administrative operations of the College of Business. As a member of the Strategic Planning, Accreditation and Faculty Development (SPAFD) committee, Analyst influences longer term goals and key objectives of the COB. Troubleshoots office administrative problems and develops procedures related to issues frequently not covered by existing policies and procedures; responds to inquiries and requests, and coordinates work with individuals within and outside the university. Ensures the accurate dissemination of information and processes. New Program Operations & Implementation: Under the direct supervision of the Dean, plans, documents, and implements the start-up and ongoing operations of new and existing certificate, degree and global programs. Coordinates projects for external initiatives and networks. Compiles and analyzes statistical data on faculty, students, the COB certificate, degree programs and curricula at the undergraduate and graduate program level. Scheduling & Curriculum Oversight: Oversees development and implementation of the semester course schedules, and certificate and other degree program schedules at the undergraduate and graduate level. Leads and assists in resolving class scheduling issues including room assignments, times and other matters for all programs. Tracks enrollment numbers for all programs, undergraduate and graduate. Oversees responses to a broad range of faculty requests and problems. Other Functions : Performs other job-related duties and special projects as assigned. KNOWLEDGE, SKILLS AND ABILITIES : Thorough knowledge of and ability to apply extensive expertise to complex programs and/or administrative specialties, including pertinent laws and regulations. Demonstrated expertise in and advanced knowledge of the principles, problems, and methods of public and business administration and operational and fiscal management. Expertise in administrative survey techniques, operations and systems analysis, statistical and research methods, and the ability to interpret and evaluate results to develop sound conclusions and recommend new or revised policies. Skills: Demonstrated expertise in and advanced knowledge of the principles, problems, and methods of public and business administration and operational and fiscal management. Expertise in administrative survey techniques, operations and systems analysis, statistical and research methods, and the ability to interpret and evaluate results to develop sound conclusions and recommend new or revised policies. Demonstrated consultative skills in working with internal and external constituent groups. Skill in the research, development and evaluation of policies and programs, including skill in the collection, evaluation, and interpretation of data to develop sound conclusions and make appropriate recommendations. Ability to: take initiative and work independently to determine effective approaches to projects and priorities; organize, coordinate, and perform work in various situations where numerous and diverse demands are involved; apply extensive expertise to complex programs and/or administrative specialties, including pertinent laws and regulations; understand problems from a broad, interactive perspective and discern applicable underlying principles to conceive of and develop strategic solutions; work with representatives from public and private entities and handle potentially sensitive situations; effectively present ideas and concepts in written or presentation format and use consultative and facilitation skills to gain consensus; apply extensive expertise to the complexity of maintaining effective university-community partnerships in both face-to-face and online contexts; work with representatives from public and private entities and handle potentially sensitive situations. 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. SPECIALIZED SKILLS : Skill in: Excel (including pivot tables/charts, linking worksheets, and creating formulas), preparing PowerPoint presentations to include statistical information, providing exceptional customer service, and planning and executing events. Demonstrated experience in budget analysis and evaluation, and with automated financial systems, complex spreadsheets, relational databases and data query tools. Knowledge of or the ability to quickly learn office, database and specialized certification software. Excellent verbal, written and interpersonal communication skills. Ability to plan, program and manage complex operations of varied certificate and degree programs. PREFERRED QUALIFICATIONS/DESIRABLE EXPERIENCE : Technical fluency with Oracle/PeopleSoft, CSU Common Management System or equivalent student/finance information system; Microsoft Office Professional; Google Workspace (Gmail, Docs, Sheets, Drive, Calendar, Forms, etc.); 25Live; intranet drives; and internet browsers. SPECIAL CONDITIONS OF EMPLOYMENT & POSITION DESIGNATIONS : All offers of employment are contingent upon the successful completion of a background check (including a criminal records check). The person holding this position will have a duty to report to the Campus Title IX Officer information pertaining to discrimination, harassment, sexual misconduct, sexual exploitation, dating violence, domestic violence, stalking, and retaliation and is required to comply with the requirements set forth in CSU Executive Order EO 1095, EO 1096, and EO 1097 as a condition of employment. This position has been designated as a sensitive position with access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards . This position has been designated as a sensitive position with: access to, or control over, cash, checks, credit cards, and/or credit card account information; responsibility or access/possession of building master or sub-master keys for building access; and access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards ) This position is required to comply with confidentiality requirements outlined in the Department of Education’s Family Educational Rights and Privacy and California’s Educational Code Chapter 13 regarding sensitive student issues. Must possess and maintain a valid license to drive in the State of California, pass the Defensive Training Class, and be insurable under the University's liability coverage. Occasional evenings and/or weekend work is required. PHYSICAL ENVIRONMENT : Office environment with standard equipment and tasks. The position requires working at a computer and desk for extended periods of time. May require travel between campus offices and off-campus locations. The health and safety of our students, faculty, and staff remain our highest priority. While on campus, students, faculty, staff, and the community will be expected to follow all campus safety mandates. BENEFITS/PERKS : CSUMB offers a premium benefit package that includes outstanding vacation, health, dental and vision plans; membership in the California Public Employees Retirement System (CalPERS); and 15 paid holidays a year. For more information, visit Employee Benefits Summary . As a perk, the University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability; visit Schoonover Employee Housing for more information. APPLICATION PROCEDURE : For full consideration, applicants must complete the required online application prior to the priority screen date found at Careers at CSUMB . Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned. CSUMB is not a sponsoring agency for staff or management positions. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting Human Resources at (831) 582-3389 or emailing humanresources@csumb.edu . All employees must be eligible for employment in the U.S. GENERAL INFORMATION : CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at https://csumb.edu/clery/asr-and-fsr-notices-availability/ . CSUMB is a smoke and tobacco-free campus. EQUAL OPPORTUNITY EMPLOYER : CSUMB is an Equal Opportunity employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability. Advertised: Jul 26 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Jul 27, 2024
Classification: Adminstrative Analyst/Specialist - Exempt II Hours: Full-time / 40 hours per week FLSA: Exempt Anticipated Hiring Salary Range: $6,105 - $7,000* mo. CSU Salary Schedule *CSUMB provides pay scales representing its good faith estimate of what the university reasonably expects to pay for this position. The pay offered to a selected candidate will be determined on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, and CSU systemwide pay for comparable jobs. Priority Screening Date: August 11, 2024 Recruitment Status: Open Until Filled ABOUT CSUMB California State University, Monterey Bay is a mid-sized university in California’s Central Coast that grants undergraduate and graduate degrees. Powered by an inspiring Founding Vision Statement , CSUMB is part of the nation’s largest four-year public university system, California State University , which educates nearly 460,000 students every year. With a vibrant, diverse student body of over 7,000 students, CSU Monterey Bay is both a Minority Serving Institution and a Hispanic Serving Institution. Our staff and faculty transform students’ lives with a focus on student success and engagement through experiential learning, service learning, and a strong emphasis on multicultural and global perspectives. CSUMB’s sustainability goal is to be carbon neutral by 2030. The university’s Strategic Plan prioritizes inclusive excellence through recruiting and investing in developing a diverse body of faculty, staff and administrators. Many appreciate living and working close to the shores of beautiful Monterey Bay, with easy access to recreational areas from Big Sur to Santa Cruz. Nearby opportunities for collaborative research include working in the Monterey Bay National Marine Sanctuary and Silicon Valley, and with colleagues at local research universities, including UC Santa Cruz and Stanford University. As one of the 23 campuses in the CSU system, CSUMB offers excellent benefits, including access to below-market-rate rental housing on East Campus, and competitive salaries for faculty and staff. With proximity to the San Francisco Bay Area and San Jose, opportunities for faculty, staff and students are as endless as the shores of the nearby Pacific Ocean. PURPOSE : Under the general supervision of the Dean of the College of Business (COB), the Senior Administrative Analyst serves as the primary contact for the College of Business and provides administrative and technical support and oversight of the planning, coordination and execution of a variety of administrative and operational activities for the College of Business. The analyst functions as an executive assistant for the Dean and is responsible for independently developing procedures and policies to streamline College of Business activities, office automation, quality management, and student satisfaction. Responsibilities include new program planning and implementation, external accreditation coordination, budget development and analysis, preparation of reports and presentations, and coordination of College activities. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following : Budget & Finance: Provides support to the Dean and Chairs in the preparation and allocation of the annual budget for operating expenses and salaries for the College of Business and new programs. Coordinates development of budget with Dean and Staff. Monitors and analyzes the College budgets, program budgets and multiple COB foundation and scholarship funds. Develops, forecasts, analyzes and prepares reports from budgetary data and financial information for all degree, certificate and overseas programs. Coordinates long term and short-term budget planning. Personnel Management and Workload Analysis: Oversees the staff, faculty and lecturer recruitment processes. Oversees all College of Business lecturer teaching contracts for entitlement accuracy and timely payment. Coordinates full-time faculty workload and contracts with the Department Offices. Ensures faculty members receive appropriate information and services. Provides lead work direction, training and guidance to College of Business staff; supervises student assistants; leads and coordinates the development of unit organizational work goals, objectives, responsibilities and accountability; determines the methods and procedures by which the clerical work is to be accomplished. Oversees faculty and staff workload analysis. Oversees AACSB Accreditation: Oversees coordination of the AACSB accreditation efforts with supervision of planning and programming, documentation, record keeping, etc. conducted by the AACSB accreditation staff coordinator. Provides oversight of coordination support for faculty qualification efforts, Assurance of Learning/assessment planning and documentation, and other administrative duties related to accreditation. Policy Development & Implementation: Develops, recommends, implements and documents policies for the direction and oversight of the daily clerical and administrative operations of the College of Business. As a member of the Strategic Planning, Accreditation and Faculty Development (SPAFD) committee, Analyst influences longer term goals and key objectives of the COB. Troubleshoots office administrative problems and develops procedures related to issues frequently not covered by existing policies and procedures; responds to inquiries and requests, and coordinates work with individuals within and outside the university. Ensures the accurate dissemination of information and processes. New Program Operations & Implementation: Under the direct supervision of the Dean, plans, documents, and implements the start-up and ongoing operations of new and existing certificate, degree and global programs. Coordinates projects for external initiatives and networks. Compiles and analyzes statistical data on faculty, students, the COB certificate, degree programs and curricula at the undergraduate and graduate program level. Scheduling & Curriculum Oversight: Oversees development and implementation of the semester course schedules, and certificate and other degree program schedules at the undergraduate and graduate level. Leads and assists in resolving class scheduling issues including room assignments, times and other matters for all programs. Tracks enrollment numbers for all programs, undergraduate and graduate. Oversees responses to a broad range of faculty requests and problems. Other Functions : Performs other job-related duties and special projects as assigned. KNOWLEDGE, SKILLS AND ABILITIES : Thorough knowledge of and ability to apply extensive expertise to complex programs and/or administrative specialties, including pertinent laws and regulations. Demonstrated expertise in and advanced knowledge of the principles, problems, and methods of public and business administration and operational and fiscal management. Expertise in administrative survey techniques, operations and systems analysis, statistical and research methods, and the ability to interpret and evaluate results to develop sound conclusions and recommend new or revised policies. Skills: Demonstrated expertise in and advanced knowledge of the principles, problems, and methods of public and business administration and operational and fiscal management. Expertise in administrative survey techniques, operations and systems analysis, statistical and research methods, and the ability to interpret and evaluate results to develop sound conclusions and recommend new or revised policies. Demonstrated consultative skills in working with internal and external constituent groups. Skill in the research, development and evaluation of policies and programs, including skill in the collection, evaluation, and interpretation of data to develop sound conclusions and make appropriate recommendations. Ability to: take initiative and work independently to determine effective approaches to projects and priorities; organize, coordinate, and perform work in various situations where numerous and diverse demands are involved; apply extensive expertise to complex programs and/or administrative specialties, including pertinent laws and regulations; understand problems from a broad, interactive perspective and discern applicable underlying principles to conceive of and develop strategic solutions; work with representatives from public and private entities and handle potentially sensitive situations; effectively present ideas and concepts in written or presentation format and use consultative and facilitation skills to gain consensus; apply extensive expertise to the complexity of maintaining effective university-community partnerships in both face-to-face and online contexts; work with representatives from public and private entities and handle potentially sensitive situations. 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. SPECIALIZED SKILLS : Skill in: Excel (including pivot tables/charts, linking worksheets, and creating formulas), preparing PowerPoint presentations to include statistical information, providing exceptional customer service, and planning and executing events. Demonstrated experience in budget analysis and evaluation, and with automated financial systems, complex spreadsheets, relational databases and data query tools. Knowledge of or the ability to quickly learn office, database and specialized certification software. Excellent verbal, written and interpersonal communication skills. Ability to plan, program and manage complex operations of varied certificate and degree programs. PREFERRED QUALIFICATIONS/DESIRABLE EXPERIENCE : Technical fluency with Oracle/PeopleSoft, CSU Common Management System or equivalent student/finance information system; Microsoft Office Professional; Google Workspace (Gmail, Docs, Sheets, Drive, Calendar, Forms, etc.); 25Live; intranet drives; and internet browsers. SPECIAL CONDITIONS OF EMPLOYMENT & POSITION DESIGNATIONS : All offers of employment are contingent upon the successful completion of a background check (including a criminal records check). The person holding this position will have a duty to report to the Campus Title IX Officer information pertaining to discrimination, harassment, sexual misconduct, sexual exploitation, dating violence, domestic violence, stalking, and retaliation and is required to comply with the requirements set forth in CSU Executive Order EO 1095, EO 1096, and EO 1097 as a condition of employment. This position has been designated as a sensitive position with access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards . This position has been designated as a sensitive position with: access to, or control over, cash, checks, credit cards, and/or credit card account information; responsibility or access/possession of building master or sub-master keys for building access; and access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards ) This position is required to comply with confidentiality requirements outlined in the Department of Education’s Family Educational Rights and Privacy and California’s Educational Code Chapter 13 regarding sensitive student issues. Must possess and maintain a valid license to drive in the State of California, pass the Defensive Training Class, and be insurable under the University's liability coverage. Occasional evenings and/or weekend work is required. PHYSICAL ENVIRONMENT : Office environment with standard equipment and tasks. The position requires working at a computer and desk for extended periods of time. May require travel between campus offices and off-campus locations. The health and safety of our students, faculty, and staff remain our highest priority. While on campus, students, faculty, staff, and the community will be expected to follow all campus safety mandates. BENEFITS/PERKS : CSUMB offers a premium benefit package that includes outstanding vacation, health, dental and vision plans; membership in the California Public Employees Retirement System (CalPERS); and 15 paid holidays a year. For more information, visit Employee Benefits Summary . As a perk, the University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability; visit Schoonover Employee Housing for more information. APPLICATION PROCEDURE : For full consideration, applicants must complete the required online application prior to the priority screen date found at Careers at CSUMB . Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned. CSUMB is not a sponsoring agency for staff or management positions. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting Human Resources at (831) 582-3389 or emailing humanresources@csumb.edu . All employees must be eligible for employment in the U.S. GENERAL INFORMATION : CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at https://csumb.edu/clery/asr-and-fsr-notices-availability/ . CSUMB is a smoke and tobacco-free campus. EQUAL OPPORTUNITY EMPLOYER : CSUMB is an Equal Opportunity employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability. Advertised: Jul 26 2024 Pacific Daylight Time Applications close: Closing Date/Time:
STATE BAR OF CALIFORNIA
San Francisco, CA, United States
Job Description Office of Finance Annual Salary Range: $120,729 - $160,952 FLSA Exempt / Non-Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Finance (Finance) oversees accounts payable, accounts receivable, billing, collection, payroll, fixed assets, treasury, and the general ledger in accordance with the State Bar's financial policies. Finance is also responsible for ongoing financial planning, preparing financial statements and analysis, and works with the Leadership Team and the Finance Committee to create and monitor the State Bar's annual budget. About the Position The State Bar of California's Office of Finance seeks an experienced and highly skilled Principal Financial Analyst/Accounting Supervisor to perform comprehensive accounting professional duties in the areas of general ledger, accounts payable, grants, investments, fixed assets, payroll, fund accounting, audits, personnel supervision, and special projects. The Principal Financial Analyst/Accounting Supervisor exercises sound, independent judgment in performing complex analytical work; adapts quickly to changing environment and effectively implements course of actions; participates in audit activities; works under pressure and deadlines; provides training and guidance to staff; and performs other related duties as required. Governmental accounting experience is desired and experience with Oracle Fusion is a plus. Definition The Principal Financial Analyst serves under the general oversight of an Executive Team Member and is responsible for supervising the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to general ledger, grants, accounts payable, accounts receivable, payroll, general and special fund accounting, related activities in accordance with generally accepted accounting standards, fiscal audits, and for supporting special projects as assigned. This position serves on a team that is responsible for continuous institutional organizational improvement, collaboration, accountability, and professionalism. The Principal Financial Analyst may also oversee other functions as assigned. Distinguishing Characteristics This classification is distinguished from a Senior Program Analyst in the series in that the Principal Financial Analyst assumes responsibility for development and implementation of comprehensive accounting and finance related projects that may have an agency wide impact. Duties may deal with complex and sensitive issues. Incumbents are expected to work with minimal direction and may supervise and/or lead support staff. Examples of Essential Duties Duties may include, but are not limited to the following: Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems, and procedures and prepares reports recommending changes and/or alternatives to procedures. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line-item expense, balance sheet accounts, reports discrepancies between actual and subsidiary ledgers and makes recommended changes in cost allocation formulas. Supervises, plans, and prioritizes the work of professional, technical, or clerical staff. Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Reviews licensing and program fees to ensure fiscal stability. Analyzes data from the State Bar's information systems, to support institutional performance analysis and program evaluation. Conducts internal performance and financial audits pursuant to a performance and financial audit plan, to ensure that the State Bar's core functions are being performed efficiently and effectively, and in compliance with all governing mandates. Serves as staff to subgroups of members of the Board of Trustees, Executive Office efforts, and other committees and working groups by conducting research and policy analysis, providing materials in presentation ready format, and presenting materials at public meetings and other committees to ensure clear and accurate communication regarding implementation efforts. Serves as the subject matter expert in analyzing and critiquing proposal information before a vendor is selected. Directs work of contractors and consultants ensuring that contract requirements are followed and in accordance with State Bar policies. Responds to internal and external inquiries about the State Bar's data collection and analysis, continuous improvement, and internal audit efforts. Serves as lead staff to subordinate analytical, administrative, and technical staff. Monitors project budgets and makes recommendations on budget expenditures. Performs a number of other similar or related duties which may not be specifically included within this position description, but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services, and processes including accounts payable, accounts receivable, payroll, budget, audits, and general and special fund accounting financial reporting and related fiscal areas. Principles of financial planning and management, administration, and supervision. Principles of accounting, auditing, financial controls and reporting in the governmental public sector. Manual and computerized accounting and financial recordkeeping systems. Accounting and financial control principles, procedures, and practices. Problem identification and analyses of accounting and fiscal controls, system, and practices. Principles of direct and lead supervision, training, organizational behavior, conflict resolution and performance evaluation. Principles of effective personnel management in a union environment. Principles of computer information systems, including database, report generation, word processing, spreadsheet, and presentation software. Principles of project planning and implementation. Modern office procedures, methods and equipment including database, report generation, word processing, spreadsheet, presentation, and software applications relevant to the work. Methods and techniques of compiling and summarizing financial data and financial analysis and research. Principles and practices of customer service. Principles of effective written and verbal presentations, including public speaking, and public relations/customer service. Within the introductory period, obtain a working knowledge of State Bar office and functions. Ability to: Perform professional accounting duties in assigned areas of responsibility. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret, and reconcile fiscal documents. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform under stress, adopt effective courses of action and work under deadlines. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Effectively interact with others, mentor and train staff as required. Effectively address conflict. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Lead others to accomplish project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Act with integrity in all related State Bar business. Quickly adapt to changing environments, critical needs and adopt and effectively implement courses of action. Minimum Qualifications Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Master's degree in a relevant field may substitute for up to two (2) years of experience. Experience: Minimum five (5) years' journey level professional financial analysis or accounting and accounting; or four (4) years of financial experience with two (2) year supervisorial experience. License, Certificate, Registration Requirements Special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. Applicants Meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Aug 31, 2024
Full Time
Job Description Office of Finance Annual Salary Range: $120,729 - $160,952 FLSA Exempt / Non-Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Finance (Finance) oversees accounts payable, accounts receivable, billing, collection, payroll, fixed assets, treasury, and the general ledger in accordance with the State Bar's financial policies. Finance is also responsible for ongoing financial planning, preparing financial statements and analysis, and works with the Leadership Team and the Finance Committee to create and monitor the State Bar's annual budget. About the Position The State Bar of California's Office of Finance seeks an experienced and highly skilled Principal Financial Analyst/Accounting Supervisor to perform comprehensive accounting professional duties in the areas of general ledger, accounts payable, grants, investments, fixed assets, payroll, fund accounting, audits, personnel supervision, and special projects. The Principal Financial Analyst/Accounting Supervisor exercises sound, independent judgment in performing complex analytical work; adapts quickly to changing environment and effectively implements course of actions; participates in audit activities; works under pressure and deadlines; provides training and guidance to staff; and performs other related duties as required. Governmental accounting experience is desired and experience with Oracle Fusion is a plus. Definition The Principal Financial Analyst serves under the general oversight of an Executive Team Member and is responsible for supervising the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to general ledger, grants, accounts payable, accounts receivable, payroll, general and special fund accounting, related activities in accordance with generally accepted accounting standards, fiscal audits, and for supporting special projects as assigned. This position serves on a team that is responsible for continuous institutional organizational improvement, collaboration, accountability, and professionalism. The Principal Financial Analyst may also oversee other functions as assigned. Distinguishing Characteristics This classification is distinguished from a Senior Program Analyst in the series in that the Principal Financial Analyst assumes responsibility for development and implementation of comprehensive accounting and finance related projects that may have an agency wide impact. Duties may deal with complex and sensitive issues. Incumbents are expected to work with minimal direction and may supervise and/or lead support staff. Examples of Essential Duties Duties may include, but are not limited to the following: Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems, and procedures and prepares reports recommending changes and/or alternatives to procedures. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line-item expense, balance sheet accounts, reports discrepancies between actual and subsidiary ledgers and makes recommended changes in cost allocation formulas. Supervises, plans, and prioritizes the work of professional, technical, or clerical staff. Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Reviews licensing and program fees to ensure fiscal stability. Analyzes data from the State Bar's information systems, to support institutional performance analysis and program evaluation. Conducts internal performance and financial audits pursuant to a performance and financial audit plan, to ensure that the State Bar's core functions are being performed efficiently and effectively, and in compliance with all governing mandates. Serves as staff to subgroups of members of the Board of Trustees, Executive Office efforts, and other committees and working groups by conducting research and policy analysis, providing materials in presentation ready format, and presenting materials at public meetings and other committees to ensure clear and accurate communication regarding implementation efforts. Serves as the subject matter expert in analyzing and critiquing proposal information before a vendor is selected. Directs work of contractors and consultants ensuring that contract requirements are followed and in accordance with State Bar policies. Responds to internal and external inquiries about the State Bar's data collection and analysis, continuous improvement, and internal audit efforts. Serves as lead staff to subordinate analytical, administrative, and technical staff. Monitors project budgets and makes recommendations on budget expenditures. Performs a number of other similar or related duties which may not be specifically included within this position description, but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services, and processes including accounts payable, accounts receivable, payroll, budget, audits, and general and special fund accounting financial reporting and related fiscal areas. Principles of financial planning and management, administration, and supervision. Principles of accounting, auditing, financial controls and reporting in the governmental public sector. Manual and computerized accounting and financial recordkeeping systems. Accounting and financial control principles, procedures, and practices. Problem identification and analyses of accounting and fiscal controls, system, and practices. Principles of direct and lead supervision, training, organizational behavior, conflict resolution and performance evaluation. Principles of effective personnel management in a union environment. Principles of computer information systems, including database, report generation, word processing, spreadsheet, and presentation software. Principles of project planning and implementation. Modern office procedures, methods and equipment including database, report generation, word processing, spreadsheet, presentation, and software applications relevant to the work. Methods and techniques of compiling and summarizing financial data and financial analysis and research. Principles and practices of customer service. Principles of effective written and verbal presentations, including public speaking, and public relations/customer service. Within the introductory period, obtain a working knowledge of State Bar office and functions. Ability to: Perform professional accounting duties in assigned areas of responsibility. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret, and reconcile fiscal documents. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform under stress, adopt effective courses of action and work under deadlines. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Effectively interact with others, mentor and train staff as required. Effectively address conflict. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Lead others to accomplish project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Act with integrity in all related State Bar business. Quickly adapt to changing environments, critical needs and adopt and effectively implement courses of action. Minimum Qualifications Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Master's degree in a relevant field may substitute for up to two (2) years of experience. Experience: Minimum five (5) years' journey level professional financial analysis or accounting and accounting; or four (4) years of financial experience with two (2) year supervisorial experience. License, Certificate, Registration Requirements Special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. Applicants Meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
CITY OF RIVERSIDE, CA
Riverside, California, United States
The Position The City of Riverside is accepting applications for the position of SENIOR MANAGEMENT ANALYST to fill one (1) vacancy in Special Transit Administration Division of the Parks, Recreation, and Community Services Department . The eligibility list established may be used to fill the current and/or upcoming vacancies within various departments for this classification for up to six (6) months. The Senior Management Analyst will be under the administrative direction of the Transportation Manager and will support Special Transportation Division within the Parks, Recreation, and Community Services Department to develop, implement, project, and monitor revenue and expense-related activities; manage the administration and fiscal oversight of Federal and State grants; provide assistance with the fiscal oversight of the Transportation Development Act (TDA), assi st with the preparation and monitoring of the Division's annual budget; and perform other related work as required. Next review of applications: August 1, 2024 Work Performed Duties may include, but are not limited to, the following: Conduct complex research and analyses activities concerning organizational structure, staffing, operations, procedures and policies; make recommendations for departmental and city policy. In conjunction with the appropriate departments and outside agencies, develop, implement, project and monitor revenue and expense related activities for city programs and contracted services. Participate in the development of management information systems and processes. Provide training, technical support, and group presentations to employees, executive management, and elected officials regarding operational policies and procedures. Prepare council reports, financial reports, statistical tables, charts and graphs. Serve as a management liaison to various boards, committees, and citizen advisory groups, as assigned. Supervise, train and evaluate para-professional, technical and clerical staff as assigned. Coordinate the departmental computer operations; assist in the identification and recommendation of computer software and hardware needs, acquisition/installation, application design and implementation, and computer operation and maintenance, as assigned. In addition to the above duties, when assigned to other large departments: Direct and coordinate the fiscal and analytical operations of the department, which may include, but are not limited to, the functions of budgeting, fiscal control, accounting, purchasing, personnel, grant preparation and analysis, contract administration, capital improvements, and computer operations. Prepare or supervise the preparation of the departmental budget; review, analyze, and compile budgets of various programs or divisions; explain needs and provide justifications for items; review and decide on expenditure requests and budget variances. Perform analysis and review of rates; assist in development or revision of rate structures. Monitor and analyze federal and state legislation and regulatory actions. Develop, review, and analyze budgeted revenue estimates and fund sheets for preliminary and final budgets. Qualifications Education: The equivalent to a Bachelor's degree from an accredited college or university with major course work in public administration, business administration, finance, accounting or a closely related field. Two years of professional experience may substitute for two years of the required education on a year for year basis. Experience: A range of 3-5 years of experience in governmental budgetary, finance, and revenue analysis and projections activities, preferably in municipal government. A master's degree may substitute for one year of experience. Necessary Special Requirement: Possession of, or ability to obtain, a valid, appropriate Class "C" California Motor Vehicle Operator's License. Highly Desired Qualifications: Knowledge and/or experience with grant writing and administration including grant claims, tracking expenditures and reconciling payments. Knowledge and/or experience in organizing and coordinating all payroll functions for the Department. Knowledge and/or experience in reconciling, researching and identifying discrepancies for daily customer transactions. Selection Process DOCUMENTS REQUIRED AT THE TIME OF APPLICATION: 1) Completed Employment Application 2) Completed Supplemental Questionnaire The selection process will begin with an employment application package screening, with the best qualified candidates being invited to participate further in the assessment process. This process may include any combination of written, performance, and oral assessments to evaluate job-related education, experience, knowledge, skills, and abilities. Those who successfully complete the selection process will be placed on the eligibility list for this classification. IMPORTANT INFORMATION ON SCHEDULING ASSESSMENTS: If you are selected to move forward in the assessment process, you may be required to self-schedule your appointment. You will be notified via email of your status and provided with self-scheduling instructions. Please check your email regularly following the closing date of this recruitment. It is the responsibility of candidates with a disability requiring accommodation in the assessment process to contact the Human Resources Department in writing to request such accommodation prior to the closing date of this recruitment. Appointment may be subject to the successful completion of a pre-employment background investigation, drug screen, and/or medical/physical examination. NOTE : The City reserves the right to modify selection devices and test instruments in accordance with accepted legal, ethical, and professional standards. Candidates may reapply when there is a posting to establish an eligibility list. EDUCATIONAL REQUIREMENTS: Proof of education listed in your application will be requested at the time of conditional offer. Acceptable documentation consists of transcripts or degree, if applicable, by the accredited U.S. college or university. Education obtained outside the United States (US) require one of the following options: An equivalency statement from an evaluation company certified by the National Association of Credential Evaluation Services (NACES) at http://www.naces.org/members.html or the Association of International Credential Evaluators Inc. (AICE) at http://aice-eval.org/members/ .An advanced-level degree from an accredited US college or university. All applicants will be notified via e-mail or telephone of their application status and the assessment dates/times/locations after the closing date of this announcement. THE PROVISIONS OF THIS JOB ANNOUNCEMENT DO NOT CONSTITUTE AN EXPRESSED OR IMPLIED CONTRACT. Level II includes Senior Management, Management and Professional classifications (Exempt). The City offers an attractive benefits package, the central provisions of which are as follows: Retirement for Classic Members - For employees hired after 1/1/2013 who are CLASSIC MEMBERS of California Public Employees' Retirement System (CalPERS) or a reciprocal agency as of 12/31/12 and have not been separated from service from such agency for six months or more, the retirement benefit shall be 2.7 % @ age 55; 3 year final compensation. The required employee contribution is 8%.The City does not participate in Social Security; thus, employees do not bear this additional 6.2% expense. Retirement for New Members - For employees hired 1/1/2013 or later and who ARE NOT a member of the California Public Employees' Retirement System (CalPERS) or a reciprocal agency as of 12/31/12, or those who have been separated from a public agency which contracts with CalPERS or a reciprocal agency for six months or more, the retirement benefit shall be 2% at age 62; 3 year final compensation.The required employee contribution is 50% of the normal cost. And is subject to change per CalPERS every fiscal year. The City does not participate in Social Security; thus, employees do not bear this additional 6.2% expense. Health Insurance - The City offers six health insurance plans and contributes up to $1,516 per month for HMO plans (family coverage). Dental Insurance - The City provides three dental insurance plans and contributes up to $45 per month. Vision Insurance - The City provides vision coverage through Vision Service Plan (VSP) for employees and their dependents that are enrolled in medical coverage. Life Insurance - The City provides and pays for term life insurance with accidental death and dismemberment equal to two times the annual salary rounded to the next highest $1,000 (up to $700k) plus AD&D. Additional Life Insurance is available and voluntary for employee and eligible dependents (up to $300k). Deferred Compensation - The City contributes $100 per month with a minimum employee contribution of $12.50 per check.Participation in the deferred compensation plan is optional. Leave Benefits - Includes all the typical vacation leave, sick leave, bereavement leave, and holiday benefits. Flexible Spending Account - The City offers a Health Care and Dependent Care Flexible Spending Plan for optional participation. Long Term Disability - The City offers optional enrollment in the Long Term Disability Plan. LegalEase Plan - Optional legal services plan for employees and eligible dependents. Critical Illness Plan - Optional critical illness insurance plan for employees and eligible dependents. Vacation Accrual - 0-9 yrs. = 144 hrs., 10+ yrs. = 184 hrs. Administrative Leave - 64 hrs per fiscal year. For additional benefits information, please visit the following website: https://www.riversideca.gov/human/employee-hub/benefits/about-1 For part-time, benefitted positions the insurance and other benefits (leave accruals, holidays, etc.) are pro-rated based on ½ or ¾ time status. Closing Date/Time: Continuous
Jul 14, 2024
Full Time
The Position The City of Riverside is accepting applications for the position of SENIOR MANAGEMENT ANALYST to fill one (1) vacancy in Special Transit Administration Division of the Parks, Recreation, and Community Services Department . The eligibility list established may be used to fill the current and/or upcoming vacancies within various departments for this classification for up to six (6) months. The Senior Management Analyst will be under the administrative direction of the Transportation Manager and will support Special Transportation Division within the Parks, Recreation, and Community Services Department to develop, implement, project, and monitor revenue and expense-related activities; manage the administration and fiscal oversight of Federal and State grants; provide assistance with the fiscal oversight of the Transportation Development Act (TDA), assi st with the preparation and monitoring of the Division's annual budget; and perform other related work as required. Next review of applications: August 1, 2024 Work Performed Duties may include, but are not limited to, the following: Conduct complex research and analyses activities concerning organizational structure, staffing, operations, procedures and policies; make recommendations for departmental and city policy. In conjunction with the appropriate departments and outside agencies, develop, implement, project and monitor revenue and expense related activities for city programs and contracted services. Participate in the development of management information systems and processes. Provide training, technical support, and group presentations to employees, executive management, and elected officials regarding operational policies and procedures. Prepare council reports, financial reports, statistical tables, charts and graphs. Serve as a management liaison to various boards, committees, and citizen advisory groups, as assigned. Supervise, train and evaluate para-professional, technical and clerical staff as assigned. Coordinate the departmental computer operations; assist in the identification and recommendation of computer software and hardware needs, acquisition/installation, application design and implementation, and computer operation and maintenance, as assigned. In addition to the above duties, when assigned to other large departments: Direct and coordinate the fiscal and analytical operations of the department, which may include, but are not limited to, the functions of budgeting, fiscal control, accounting, purchasing, personnel, grant preparation and analysis, contract administration, capital improvements, and computer operations. Prepare or supervise the preparation of the departmental budget; review, analyze, and compile budgets of various programs or divisions; explain needs and provide justifications for items; review and decide on expenditure requests and budget variances. Perform analysis and review of rates; assist in development or revision of rate structures. Monitor and analyze federal and state legislation and regulatory actions. Develop, review, and analyze budgeted revenue estimates and fund sheets for preliminary and final budgets. Qualifications Education: The equivalent to a Bachelor's degree from an accredited college or university with major course work in public administration, business administration, finance, accounting or a closely related field. Two years of professional experience may substitute for two years of the required education on a year for year basis. Experience: A range of 3-5 years of experience in governmental budgetary, finance, and revenue analysis and projections activities, preferably in municipal government. A master's degree may substitute for one year of experience. Necessary Special Requirement: Possession of, or ability to obtain, a valid, appropriate Class "C" California Motor Vehicle Operator's License. Highly Desired Qualifications: Knowledge and/or experience with grant writing and administration including grant claims, tracking expenditures and reconciling payments. Knowledge and/or experience in organizing and coordinating all payroll functions for the Department. Knowledge and/or experience in reconciling, researching and identifying discrepancies for daily customer transactions. Selection Process DOCUMENTS REQUIRED AT THE TIME OF APPLICATION: 1) Completed Employment Application 2) Completed Supplemental Questionnaire The selection process will begin with an employment application package screening, with the best qualified candidates being invited to participate further in the assessment process. This process may include any combination of written, performance, and oral assessments to evaluate job-related education, experience, knowledge, skills, and abilities. Those who successfully complete the selection process will be placed on the eligibility list for this classification. IMPORTANT INFORMATION ON SCHEDULING ASSESSMENTS: If you are selected to move forward in the assessment process, you may be required to self-schedule your appointment. You will be notified via email of your status and provided with self-scheduling instructions. Please check your email regularly following the closing date of this recruitment. It is the responsibility of candidates with a disability requiring accommodation in the assessment process to contact the Human Resources Department in writing to request such accommodation prior to the closing date of this recruitment. Appointment may be subject to the successful completion of a pre-employment background investigation, drug screen, and/or medical/physical examination. NOTE : The City reserves the right to modify selection devices and test instruments in accordance with accepted legal, ethical, and professional standards. Candidates may reapply when there is a posting to establish an eligibility list. EDUCATIONAL REQUIREMENTS: Proof of education listed in your application will be requested at the time of conditional offer. Acceptable documentation consists of transcripts or degree, if applicable, by the accredited U.S. college or university. Education obtained outside the United States (US) require one of the following options: An equivalency statement from an evaluation company certified by the National Association of Credential Evaluation Services (NACES) at http://www.naces.org/members.html or the Association of International Credential Evaluators Inc. (AICE) at http://aice-eval.org/members/ .An advanced-level degree from an accredited US college or university. All applicants will be notified via e-mail or telephone of their application status and the assessment dates/times/locations after the closing date of this announcement. THE PROVISIONS OF THIS JOB ANNOUNCEMENT DO NOT CONSTITUTE AN EXPRESSED OR IMPLIED CONTRACT. Level II includes Senior Management, Management and Professional classifications (Exempt). The City offers an attractive benefits package, the central provisions of which are as follows: Retirement for Classic Members - For employees hired after 1/1/2013 who are CLASSIC MEMBERS of California Public Employees' Retirement System (CalPERS) or a reciprocal agency as of 12/31/12 and have not been separated from service from such agency for six months or more, the retirement benefit shall be 2.7 % @ age 55; 3 year final compensation. The required employee contribution is 8%.The City does not participate in Social Security; thus, employees do not bear this additional 6.2% expense. Retirement for New Members - For employees hired 1/1/2013 or later and who ARE NOT a member of the California Public Employees' Retirement System (CalPERS) or a reciprocal agency as of 12/31/12, or those who have been separated from a public agency which contracts with CalPERS or a reciprocal agency for six months or more, the retirement benefit shall be 2% at age 62; 3 year final compensation.The required employee contribution is 50% of the normal cost. And is subject to change per CalPERS every fiscal year. The City does not participate in Social Security; thus, employees do not bear this additional 6.2% expense. Health Insurance - The City offers six health insurance plans and contributes up to $1,516 per month for HMO plans (family coverage). Dental Insurance - The City provides three dental insurance plans and contributes up to $45 per month. Vision Insurance - The City provides vision coverage through Vision Service Plan (VSP) for employees and their dependents that are enrolled in medical coverage. Life Insurance - The City provides and pays for term life insurance with accidental death and dismemberment equal to two times the annual salary rounded to the next highest $1,000 (up to $700k) plus AD&D. Additional Life Insurance is available and voluntary for employee and eligible dependents (up to $300k). Deferred Compensation - The City contributes $100 per month with a minimum employee contribution of $12.50 per check.Participation in the deferred compensation plan is optional. Leave Benefits - Includes all the typical vacation leave, sick leave, bereavement leave, and holiday benefits. Flexible Spending Account - The City offers a Health Care and Dependent Care Flexible Spending Plan for optional participation. Long Term Disability - The City offers optional enrollment in the Long Term Disability Plan. LegalEase Plan - Optional legal services plan for employees and eligible dependents. Critical Illness Plan - Optional critical illness insurance plan for employees and eligible dependents. Vacation Accrual - 0-9 yrs. = 144 hrs., 10+ yrs. = 184 hrs. Administrative Leave - 64 hrs per fiscal year. For additional benefits information, please visit the following website: https://www.riversideca.gov/human/employee-hub/benefits/about-1 For part-time, benefitted positions the insurance and other benefits (leave accruals, holidays, etc.) are pro-rated based on ½ or ¾ time status. Closing Date/Time: Continuous
CALAVERAS COUNTY, CA
San Andreas, California, United States
Position Description Calaveras County Public Health Division is seeking a passionate public health professional to serve as a Senior Department Analyst. This position collaborates with a dynamic team while working in many administrative aspects of the Division. From fiscal management to contracts maintenance to planning, policies, and so much more, this position provides dynamic leadership and innovation through administrative activities. The Senior Department Analyst works closely with virtually every program to help achieve the Division and Agency’s goals and mission. This position serves on the Division’s Leadership Team and reports directly to the Deputy Director of Public Health. Calaveras County Public Health offers the opportunity to make an impact in the community and be part of a team that values a work-life balance and offers a comprehensive benefits package - healthcare, dental/vision, paid leave, retirement - is included upon your employment. Under limited supervision, performs complex administrative, organizational, systems, budgetary, statistical and community liaison work and other analyses and staff support related to a department, division, or specified program within a department; performs professional development, implementation and administration of department/program policy and procedure; may provide day-to-day management of administrative staff. DISTINGUISHING CHARACTERISTICS This is the advanced level in the department analyst series, responsible for performing complex, technical, specialized and difficult analytical work in varied department and program support areas. Projects may include statistical analyses, operations support, policy, procedure and budget development, or other areas specific to the assigned department. Incumbents may provide day-to-day and project supervision to administrative staff, and may have specific program responsibility. Incumbents are expected to exercise independent judgment in selecting study approach and analytical techniques, and in making sound recommendations. Example of Duties Analyzes alternatives and makes recommendations regarding such matters as the assigned departments organizational structural, budget development and administration, staffing, facilities, equipment, cost analysis, productivity, policy or procedure, etc. Assists in the development and implementation of department or division goals and objectives. Assists in developing and administering specified portions of the department's annual budget, including gathering information and monitoring expenditures. May provide direction, supervision, training, and work review to administrative support staff on a project and/or day-to-day basis. Confers with representatives of other governmental agencies, business, professional and citizen's groups, vendors and the public. Provides liaison and staff support to a variety of committees and commissions. Reviews, develops and administers grants; performs analyses to ensure compliance with grant requirements; prepares required reports for federal, state, county, department or other grant agencies. Plans and organizes administrative studies relating to the activities or operations of the department or program to which assigned. Determines analytical techniques and information gathering processes and obtains required information and data for analysis. Conducts a variety of special projects and studies related to the functions of the department or program to which assigned. Discusses findings with management staff and prepares reports of study conclusions; makes recommendations based on study results. Provides technical assistance to others on administrative and analytical matters. Prepares technical reports, correspondence and other written materials. May manage assigned staff, conduct performance evaluations, participate in disciplinary matters and other personnel decisions. Performs related work as assigned. Minimum Qualifications Knowledge of: Principles, practices and methods of administrative, budgetary and organizational analysis; basic; accounting practices and principles; supervisory principles and practices including work planning and evaluation, employee training and discipline; financial/statistical/comparative analysis techniques and formula; advanced budgetary principles and practices; business computer applications, particularly as related to budgetary and statistical analysis. Education, Training, Experience and Certifications: Equivalent to graduation from a four-year college or university with major coursework in business or public administration or a related field and four (4) years of experience in administrative, management, operation, budgetary or similar analysis required. Experience in a public agency setting is highly desirable. Additional relevant experience, which would provide the knowledge and skills listed above, may be substituted for the education requirement on a year for year basis. Skill and Ability to: Analyze administrative, operational, organization and program problems, evaluate alternatives, reach sound conclusions and implement changes; interpret and apply laws, regulations, policies and procedures; plan, assign, supervising and evaluating the work of staff; collect, evaluate and interpret complex information and data, either in statistical or narrative form; coordinate multiple projects and meeting critical deadlines; exercise sound independent judgment within established guidelines; prepare clear, concise and complete reports and other written materials; maintain accurate records and files; establish and maintaining effective working relationships with those contacted in the course of the work. Special Requirements Specified positions may require a valid driver's license. Specified positions may be assigned full supervisory responsibilities. Mid-Management & Professional Exempt Employees For available Health/Dental/Vision insurance please visit the County BENEFITS WEBPAGE. NEW * Assist-To-Own program to help Couny employees purchase a home. Program Highlights: Down Payment Assistance, up to 5.5% of the Total Mortgage Loan. Available with purchase of a primary residence. Variety of Mortgage Loan options (FHA, VA, USDA and Conventional Mortgage Loans). No first-time homebuyer requirement to qualify. Flexible guidelines: Minimum FICO 640; Maximum DTI 50%. Flexible income limits, up to moderate income levels; no income limits for FHA and VA. For more information, vists Calaveras County Assist-to-Own Extra-Hire: Extra-hire employees are not eligible for step advances, vacation, seniority rights, holiday pay or other certain employee benefits. They are entitled to 24 hours of sick leave per year and eligilbe for the county's CORE Medical plan but not eligible for dental or vision insurance. Vacation days: 0 - 3 complete years = 80 hours per year. After 6 months you can take your first week. 3 - 10 complete years = 120 hours per year 10 years+ = 160 per year Holidays :14 paid holidays per year. Sick Leave: 12 days annual sick leave accrual with unlimited accumulation. Sick leave is accrued at 3.69 hours for each full 80 hours of payroll period. 60 hours of sick leave can be used for immediate family, parent spouse, child or sibling. Management Time Off (MTO) : 40 annually, pro-rated if hired on/after July 1st. Merit: After successfully completing twenty-six (26) pay periods, a 3.5% merit increase may be granted.Merit increases may be granted annually thereafter to the top step. Probation Period: New employees remain in a probationary status for 26 pay periods.. Longevity Incentives @ 2.5% for each of the following: 5.5 years (if hired before March 28, 2005) 6 years 10 years 15 years 20 years 25 years Flexible Spending Accounts under Section 125 Flexible Spending:Pre-Tax Medical Reimbursement - Max contribution of $2,500 annually Flexible Spending:Pre-Tax Dependent Care Account - Max contribution of $5,000 annually Section 125 Plan :Additional insurance is available through the Section 125 plan and may be purchased from a representative during open enrollment or by appointment when they are on-site. AFLAC Heart & Stroke Insurance Cancer Insurance Accident Insurance Universal Life Insurance Short Term Disability Insurance LEGALSHIELD Life Insurance through ReliaStar: $50,000.00 County paid. After 65 years of age, pays out 65%, after 70 years of age ReliaStar pays out 32.5%. Retirement Information: CalPERS: CLASSIC MEMBERS: 2% at 55 PEPRA MEMBERS: 2% at 62 Additional Retirement Plan: The County offers a 457 Government plan. Employees can contribute u to this deferred compensation plan ( Pre or Post Tax options ).The County utilizes VALIC. Participating employees will receive a County paid match of up to $50 a month Closing Date/Time: 8/5/2024 11:59 PM Pacific
Jul 18, 2024
Full Time
Position Description Calaveras County Public Health Division is seeking a passionate public health professional to serve as a Senior Department Analyst. This position collaborates with a dynamic team while working in many administrative aspects of the Division. From fiscal management to contracts maintenance to planning, policies, and so much more, this position provides dynamic leadership and innovation through administrative activities. The Senior Department Analyst works closely with virtually every program to help achieve the Division and Agency’s goals and mission. This position serves on the Division’s Leadership Team and reports directly to the Deputy Director of Public Health. Calaveras County Public Health offers the opportunity to make an impact in the community and be part of a team that values a work-life balance and offers a comprehensive benefits package - healthcare, dental/vision, paid leave, retirement - is included upon your employment. Under limited supervision, performs complex administrative, organizational, systems, budgetary, statistical and community liaison work and other analyses and staff support related to a department, division, or specified program within a department; performs professional development, implementation and administration of department/program policy and procedure; may provide day-to-day management of administrative staff. DISTINGUISHING CHARACTERISTICS This is the advanced level in the department analyst series, responsible for performing complex, technical, specialized and difficult analytical work in varied department and program support areas. Projects may include statistical analyses, operations support, policy, procedure and budget development, or other areas specific to the assigned department. Incumbents may provide day-to-day and project supervision to administrative staff, and may have specific program responsibility. Incumbents are expected to exercise independent judgment in selecting study approach and analytical techniques, and in making sound recommendations. Example of Duties Analyzes alternatives and makes recommendations regarding such matters as the assigned departments organizational structural, budget development and administration, staffing, facilities, equipment, cost analysis, productivity, policy or procedure, etc. Assists in the development and implementation of department or division goals and objectives. Assists in developing and administering specified portions of the department's annual budget, including gathering information and monitoring expenditures. May provide direction, supervision, training, and work review to administrative support staff on a project and/or day-to-day basis. Confers with representatives of other governmental agencies, business, professional and citizen's groups, vendors and the public. Provides liaison and staff support to a variety of committees and commissions. Reviews, develops and administers grants; performs analyses to ensure compliance with grant requirements; prepares required reports for federal, state, county, department or other grant agencies. Plans and organizes administrative studies relating to the activities or operations of the department or program to which assigned. Determines analytical techniques and information gathering processes and obtains required information and data for analysis. Conducts a variety of special projects and studies related to the functions of the department or program to which assigned. Discusses findings with management staff and prepares reports of study conclusions; makes recommendations based on study results. Provides technical assistance to others on administrative and analytical matters. Prepares technical reports, correspondence and other written materials. May manage assigned staff, conduct performance evaluations, participate in disciplinary matters and other personnel decisions. Performs related work as assigned. Minimum Qualifications Knowledge of: Principles, practices and methods of administrative, budgetary and organizational analysis; basic; accounting practices and principles; supervisory principles and practices including work planning and evaluation, employee training and discipline; financial/statistical/comparative analysis techniques and formula; advanced budgetary principles and practices; business computer applications, particularly as related to budgetary and statistical analysis. Education, Training, Experience and Certifications: Equivalent to graduation from a four-year college or university with major coursework in business or public administration or a related field and four (4) years of experience in administrative, management, operation, budgetary or similar analysis required. Experience in a public agency setting is highly desirable. Additional relevant experience, which would provide the knowledge and skills listed above, may be substituted for the education requirement on a year for year basis. Skill and Ability to: Analyze administrative, operational, organization and program problems, evaluate alternatives, reach sound conclusions and implement changes; interpret and apply laws, regulations, policies and procedures; plan, assign, supervising and evaluating the work of staff; collect, evaluate and interpret complex information and data, either in statistical or narrative form; coordinate multiple projects and meeting critical deadlines; exercise sound independent judgment within established guidelines; prepare clear, concise and complete reports and other written materials; maintain accurate records and files; establish and maintaining effective working relationships with those contacted in the course of the work. Special Requirements Specified positions may require a valid driver's license. Specified positions may be assigned full supervisory responsibilities. Mid-Management & Professional Exempt Employees For available Health/Dental/Vision insurance please visit the County BENEFITS WEBPAGE. NEW * Assist-To-Own program to help Couny employees purchase a home. Program Highlights: Down Payment Assistance, up to 5.5% of the Total Mortgage Loan. Available with purchase of a primary residence. Variety of Mortgage Loan options (FHA, VA, USDA and Conventional Mortgage Loans). No first-time homebuyer requirement to qualify. Flexible guidelines: Minimum FICO 640; Maximum DTI 50%. Flexible income limits, up to moderate income levels; no income limits for FHA and VA. For more information, vists Calaveras County Assist-to-Own Extra-Hire: Extra-hire employees are not eligible for step advances, vacation, seniority rights, holiday pay or other certain employee benefits. They are entitled to 24 hours of sick leave per year and eligilbe for the county's CORE Medical plan but not eligible for dental or vision insurance. Vacation days: 0 - 3 complete years = 80 hours per year. After 6 months you can take your first week. 3 - 10 complete years = 120 hours per year 10 years+ = 160 per year Holidays :14 paid holidays per year. Sick Leave: 12 days annual sick leave accrual with unlimited accumulation. Sick leave is accrued at 3.69 hours for each full 80 hours of payroll period. 60 hours of sick leave can be used for immediate family, parent spouse, child or sibling. Management Time Off (MTO) : 40 annually, pro-rated if hired on/after July 1st. Merit: After successfully completing twenty-six (26) pay periods, a 3.5% merit increase may be granted.Merit increases may be granted annually thereafter to the top step. Probation Period: New employees remain in a probationary status for 26 pay periods.. Longevity Incentives @ 2.5% for each of the following: 5.5 years (if hired before March 28, 2005) 6 years 10 years 15 years 20 years 25 years Flexible Spending Accounts under Section 125 Flexible Spending:Pre-Tax Medical Reimbursement - Max contribution of $2,500 annually Flexible Spending:Pre-Tax Dependent Care Account - Max contribution of $5,000 annually Section 125 Plan :Additional insurance is available through the Section 125 plan and may be purchased from a representative during open enrollment or by appointment when they are on-site. AFLAC Heart & Stroke Insurance Cancer Insurance Accident Insurance Universal Life Insurance Short Term Disability Insurance LEGALSHIELD Life Insurance through ReliaStar: $50,000.00 County paid. After 65 years of age, pays out 65%, after 70 years of age ReliaStar pays out 32.5%. Retirement Information: CalPERS: CLASSIC MEMBERS: 2% at 55 PEPRA MEMBERS: 2% at 62 Additional Retirement Plan: The County offers a 457 Government plan. Employees can contribute u to this deferred compensation plan ( Pre or Post Tax options ).The County utilizes VALIC. Participating employees will receive a County paid match of up to $50 a month Closing Date/Time: 8/5/2024 11:59 PM Pacific
LOS ANGELES COUNTY
Los Angeles, California, United States
Position/Program Information TYPE OF RECRUITMENT: OPEN COMPETITIVE - EMERGENCY FILING DATE: Wednesday, July 3, 2024 at 8:30 a.m. , Pacific Time (PT) This examination will remain open until the needs of the service are met and is subject to closure without prior notice. EXAM NUMBER: PH4594K-EA The LA County Board of Supervisors recently declared a local state of emergency for homelessness, and the County is working to revise and expand our response to help all who are affected. We are looking for qualified and passionate individuals to help us in the mission of addressing issues like housing, mental health, and substance use. If you are looking for a new career that will directly benefit the population of LA County, this may be the opportunity for you. The County of Los Angeles Department of Public Health is seeking qualified candidates to fill emergency Senior Staff Analyst, Health vacancies related to the homelessness crisis. Under the emergency order, applicants who meet the requirements may be hired for an initial period of up to 90 days, with an opportunity for permanent County employment. Before the end of your initial work period, you will be assessed on your work performance. This assessment will be weighted 100%. Those who successfully pass the assessment will be considered for permanent appointment to Senior Staff Analyst, Health. DEFINITION: Supervises a team of analysts providing technical and consultative service to management in major health service areas. CLASSIFICATION STANDARDS: Positions allocable to this class are restricted to Department of Health Services administration and are distinguished by their responsibility for supervising professional employees in the research, analysis, and preparation of recommendations regarding the use and deployment of resources and the implementation and improvement of operations and programs having department-wide impact. Essential Job Functions Direct and coordinate integration efforts that advance shared Substance Use Disorder (SUD) service delivery system commitments among the three Health Departments (Department of Health Services, Department of Public Health, and Department of Mental Health), and across the social service systems to support delivery of effective care that improves lives and outcomes. This includes actively seeking opportunities to work with the Department of Mental Health (DMH), Department of Health Services (DHS), Department of Children and Family Services (DCFS), Department of Public Social Services (DPSS), and the Probation Department to develop meaningful relationships that lead to improved and expanded collaborative opportunities to support shared clients; and developing strategy and implementation plans with senior department leadership; and manages and supervises a group of analysts to support this work by reviewing their work, delegating work, assessing and ensuring that the work of this unit supports the overall integration goals and support services. Conduct strategic analysis and manage development and implementation of priority projects including those directed by State legislation (e.g., SB 43 / LPS Reform) and ensure that needs of SUD only patients are clearly understood, advocated for and addressed; participate in County level discussion with senior leadership and achieve beneficial system transformation. Cultivate and grow relationships with Medi-Cal Managed Care Plans to implement core CalAIM components related to shared patients and coordinating on State-level efforts to improve integration of care across the specialty and non-specialty health systems; and identifying opportunities to ensure that care coordination and case management efforts are effectively implemented within the contracted provider network to support clients with multiple diverse and complex needs. Develop operational systems, including policies and procedures and technology platforms, to improve efficiency and usability of beneficiary, financial, contractual, clinical, and programmatic information, and data to achieve performance metrics; and improve Bureau’s ability to ensure programmatic effectives through all Divisions and in collaborative efforts with other Departments both directed and not directed by the Board of Supervisors. Serves as Division liaison for other County Departments and the State as it relates to implementation of related functions and participates in meetings as required and leads development of responses to inquiries on collaborative projects which are State, County or Bureau directed. Requirements MINIMUM REQUIREMENTS: One (1) year of highly responsible* and complex** administrative*** or staff**** experience at the level of the County of Los Angeles class of Supervising Administrative Assistant III*****, Assistant Hospital Administrator II******, Staff Analyst, Health*******, or higher. LICENSE: A valid California Class C Driver License or the ability to utilize an alternative method of transportation when needed to carry out job-related essential functions. PHYSICAL CLASS: Physical Class II - Light: This class includes administrative and clerical positions requiring light physical effort that may include occasional light lifting to a 10 pound limit and some bending, stooping, or squatting. Considerable ambulation may be involved. SPECIAL REQUIREMENT INFORMATION: * Highly responsible experience is defined as experience at the senior level with extensive knowledge of program related area, processes and procedures, and experience in a specific subject matter. ** Complex experience is defined as a factor that measures the nature, the number, variety and intricacy and difficulty of tasks, steps, processes or methods applicable to the work to be done; the difficulty of identifying what needs to be done and the difficulty and originality involved in doing the assigned tasks. Major duties and difficulty of the mental processes necessary to identify what needs to be done, and the originality, problem solving, resourcefulness and conceptualization required to complete assigned tasks. *** Administrative capacity is defined as performing work typically in an administrative services branch of an organizational unit, including responsibility for the development of procedures and participation in policy formulation. **** Staff capacity is defined as working in an advisory capacity to line managers to provide program and administrative support. ***** Experience at the level of the Los Angeles County class of Supervising Administrative Assistant III is defined as one who p lans and supervises the work of staff engaged in analyzing and making recommendations for the solution of problems of organization, budget, systems and procedures, program, facilities acquisition, general management and personnel in a very large department having very complex programs. ****** Experience at the level of the Los Angeles County class of Assistant Hospital Administrator II is defined as one who a ssists in the administration of a County hospital by managing and coordinating the supporting services for the patient care programs of a moderate sized area of the hospital. ******* Experience at the level of the Los Angeles County class of Staff Analyst, Health is defined as one who r esearches, analyzes, and makes recommendations regarding the use and deployment of resources and the implementation and refinement of operations and programs having department-wide impact within the Department of Health Services. Additional Information EXAMINATION CONTENT: Under the emergency order, applicants who meet the requirements may be hired for an initial period of up to 90 days, with an opportunity for permanent County employment. Before the end of your initial work assignment, the appointing department will evaluate your performance. Those who achieve a passing score on this evaluation will be considered for permanent appointment. _______________________________________________________________ Application and Filing Information HOW TO APPLY: Applications must be filed ONLINE ONLY . Applicants are required to complete and submit an online Los Angeles County Employment Application AND Supplemental Questionnaire in order to be considered for this examination. Paper applications, resumes, or any unsolicited documents will not be accepted in lieu of completing the online application and Supplemental Questionnaire. Application filing may be suspended at any time without advance notice. Many important notifications will be sent electronically to the email address provided on the application, so it is important that you provide a valid email address. Please add hrexams@ph.lacounty.gov as well as noreply@governmentjobs.com, and info@governmentjobs.com to your email address and list of approved senders to prevent email notifications from being filtered as spam/junk/clutter mail. You have the ability to opt out of emails from LA County. If you unsubscribe, you will not receive any email notification for any examination for which you apply with Los Angeles County. Regardless of whether you choose to unsubscribe, you can always check for notifications by logging into governmentjobs.com and viewing your profile inbox, which saves a copy of all emailed notices. Plan to submit your online application well in advance of the 5:00 p.m. PT deadline as you may be required to verify your email address. This only needs to be done once per email address, and if you already have a job seeker account on www.governmentjobs.com/careers/lacounty, you can verify at any time by logging in and following the prompts. This is to enhance the security of your online application and to ensure you do not enter an incorrect email address. SOCIAL SECURITY NUMBER: Please include your Social Security Number for record control purposes. Federal law requires that all employed persons have a Social Security Number. COMPUTER AND INTERNET ACCESS AT PUBLIC LIBRARIES: For candidates who may not have regular access to a computer or the internet, applications can be completed on computers at public libraries throughout Los Angeles County. Check the website for updated information at https://lacountylibrary.org . FAIR CHANCE EMPLOYER: The County of Los Angeles is a Fair Chance employer. Except for a very limited number of positions, you will not be asked to provide information about a conviction history unless you receive a contingent offer of employment. The County will make an individualized assessment of whether your conviction history has a direct or adverse relationship with the specific duties of the job, and consider potential mitigating factors, including, but not limited to, evidence and extent of rehabilitation, recency of the offense(s), and age at the time of the offense(s). If asked to provide information about a conviction history, any convictions or court records which are exempted by a valid court order do not have to be disclosed. DO NOT SHARE USER ID AND PASSWORD: All applicants must file their application online using their OWN user ID and password. Using a family member or friend's user ID and password may erase a candidate's original application record. ANTI-RACISM, DIVERSITY, AND INCLUSION (ARDI): The County of Los Angeles recognizes and affirms that all people are created equal and are entitled to all rights afforded by the Constitution of the United States. The Department of Human Resources is committed to promoting Anti-racism, Diversity, and Inclusion efforts to address the in equalities and disparities amongst race. We support the ARDI Strategic Plan and its goals by improving equality, diversity, and inclusion in recruitment, selection, and employment practices. Department Contact Name: Exam Analyst Department Contact Phone: (323) 659-6546 Department Contact E-mail: HRExams@ph.lacounty.gov Exam Number: PH4594K-EA California Relay Services Phone: (800) 735-2922 ADA Coordinator Phone: (323) 659-6546 Teletype Phone: (800) 899-4099 Alternate Teletype Phone : (800) 897-0077 For detailed information, please click here
Jul 03, 2024
Full Time
Position/Program Information TYPE OF RECRUITMENT: OPEN COMPETITIVE - EMERGENCY FILING DATE: Wednesday, July 3, 2024 at 8:30 a.m. , Pacific Time (PT) This examination will remain open until the needs of the service are met and is subject to closure without prior notice. EXAM NUMBER: PH4594K-EA The LA County Board of Supervisors recently declared a local state of emergency for homelessness, and the County is working to revise and expand our response to help all who are affected. We are looking for qualified and passionate individuals to help us in the mission of addressing issues like housing, mental health, and substance use. If you are looking for a new career that will directly benefit the population of LA County, this may be the opportunity for you. The County of Los Angeles Department of Public Health is seeking qualified candidates to fill emergency Senior Staff Analyst, Health vacancies related to the homelessness crisis. Under the emergency order, applicants who meet the requirements may be hired for an initial period of up to 90 days, with an opportunity for permanent County employment. Before the end of your initial work period, you will be assessed on your work performance. This assessment will be weighted 100%. Those who successfully pass the assessment will be considered for permanent appointment to Senior Staff Analyst, Health. DEFINITION: Supervises a team of analysts providing technical and consultative service to management in major health service areas. CLASSIFICATION STANDARDS: Positions allocable to this class are restricted to Department of Health Services administration and are distinguished by their responsibility for supervising professional employees in the research, analysis, and preparation of recommendations regarding the use and deployment of resources and the implementation and improvement of operations and programs having department-wide impact. Essential Job Functions Direct and coordinate integration efforts that advance shared Substance Use Disorder (SUD) service delivery system commitments among the three Health Departments (Department of Health Services, Department of Public Health, and Department of Mental Health), and across the social service systems to support delivery of effective care that improves lives and outcomes. This includes actively seeking opportunities to work with the Department of Mental Health (DMH), Department of Health Services (DHS), Department of Children and Family Services (DCFS), Department of Public Social Services (DPSS), and the Probation Department to develop meaningful relationships that lead to improved and expanded collaborative opportunities to support shared clients; and developing strategy and implementation plans with senior department leadership; and manages and supervises a group of analysts to support this work by reviewing their work, delegating work, assessing and ensuring that the work of this unit supports the overall integration goals and support services. Conduct strategic analysis and manage development and implementation of priority projects including those directed by State legislation (e.g., SB 43 / LPS Reform) and ensure that needs of SUD only patients are clearly understood, advocated for and addressed; participate in County level discussion with senior leadership and achieve beneficial system transformation. Cultivate and grow relationships with Medi-Cal Managed Care Plans to implement core CalAIM components related to shared patients and coordinating on State-level efforts to improve integration of care across the specialty and non-specialty health systems; and identifying opportunities to ensure that care coordination and case management efforts are effectively implemented within the contracted provider network to support clients with multiple diverse and complex needs. Develop operational systems, including policies and procedures and technology platforms, to improve efficiency and usability of beneficiary, financial, contractual, clinical, and programmatic information, and data to achieve performance metrics; and improve Bureau’s ability to ensure programmatic effectives through all Divisions and in collaborative efforts with other Departments both directed and not directed by the Board of Supervisors. Serves as Division liaison for other County Departments and the State as it relates to implementation of related functions and participates in meetings as required and leads development of responses to inquiries on collaborative projects which are State, County or Bureau directed. Requirements MINIMUM REQUIREMENTS: One (1) year of highly responsible* and complex** administrative*** or staff**** experience at the level of the County of Los Angeles class of Supervising Administrative Assistant III*****, Assistant Hospital Administrator II******, Staff Analyst, Health*******, or higher. LICENSE: A valid California Class C Driver License or the ability to utilize an alternative method of transportation when needed to carry out job-related essential functions. PHYSICAL CLASS: Physical Class II - Light: This class includes administrative and clerical positions requiring light physical effort that may include occasional light lifting to a 10 pound limit and some bending, stooping, or squatting. Considerable ambulation may be involved. SPECIAL REQUIREMENT INFORMATION: * Highly responsible experience is defined as experience at the senior level with extensive knowledge of program related area, processes and procedures, and experience in a specific subject matter. ** Complex experience is defined as a factor that measures the nature, the number, variety and intricacy and difficulty of tasks, steps, processes or methods applicable to the work to be done; the difficulty of identifying what needs to be done and the difficulty and originality involved in doing the assigned tasks. Major duties and difficulty of the mental processes necessary to identify what needs to be done, and the originality, problem solving, resourcefulness and conceptualization required to complete assigned tasks. *** Administrative capacity is defined as performing work typically in an administrative services branch of an organizational unit, including responsibility for the development of procedures and participation in policy formulation. **** Staff capacity is defined as working in an advisory capacity to line managers to provide program and administrative support. ***** Experience at the level of the Los Angeles County class of Supervising Administrative Assistant III is defined as one who p lans and supervises the work of staff engaged in analyzing and making recommendations for the solution of problems of organization, budget, systems and procedures, program, facilities acquisition, general management and personnel in a very large department having very complex programs. ****** Experience at the level of the Los Angeles County class of Assistant Hospital Administrator II is defined as one who a ssists in the administration of a County hospital by managing and coordinating the supporting services for the patient care programs of a moderate sized area of the hospital. ******* Experience at the level of the Los Angeles County class of Staff Analyst, Health is defined as one who r esearches, analyzes, and makes recommendations regarding the use and deployment of resources and the implementation and refinement of operations and programs having department-wide impact within the Department of Health Services. Additional Information EXAMINATION CONTENT: Under the emergency order, applicants who meet the requirements may be hired for an initial period of up to 90 days, with an opportunity for permanent County employment. Before the end of your initial work assignment, the appointing department will evaluate your performance. Those who achieve a passing score on this evaluation will be considered for permanent appointment. _______________________________________________________________ Application and Filing Information HOW TO APPLY: Applications must be filed ONLINE ONLY . Applicants are required to complete and submit an online Los Angeles County Employment Application AND Supplemental Questionnaire in order to be considered for this examination. Paper applications, resumes, or any unsolicited documents will not be accepted in lieu of completing the online application and Supplemental Questionnaire. Application filing may be suspended at any time without advance notice. Many important notifications will be sent electronically to the email address provided on the application, so it is important that you provide a valid email address. Please add hrexams@ph.lacounty.gov as well as noreply@governmentjobs.com, and info@governmentjobs.com to your email address and list of approved senders to prevent email notifications from being filtered as spam/junk/clutter mail. You have the ability to opt out of emails from LA County. If you unsubscribe, you will not receive any email notification for any examination for which you apply with Los Angeles County. Regardless of whether you choose to unsubscribe, you can always check for notifications by logging into governmentjobs.com and viewing your profile inbox, which saves a copy of all emailed notices. Plan to submit your online application well in advance of the 5:00 p.m. PT deadline as you may be required to verify your email address. This only needs to be done once per email address, and if you already have a job seeker account on www.governmentjobs.com/careers/lacounty, you can verify at any time by logging in and following the prompts. This is to enhance the security of your online application and to ensure you do not enter an incorrect email address. SOCIAL SECURITY NUMBER: Please include your Social Security Number for record control purposes. Federal law requires that all employed persons have a Social Security Number. COMPUTER AND INTERNET ACCESS AT PUBLIC LIBRARIES: For candidates who may not have regular access to a computer or the internet, applications can be completed on computers at public libraries throughout Los Angeles County. Check the website for updated information at https://lacountylibrary.org . FAIR CHANCE EMPLOYER: The County of Los Angeles is a Fair Chance employer. Except for a very limited number of positions, you will not be asked to provide information about a conviction history unless you receive a contingent offer of employment. The County will make an individualized assessment of whether your conviction history has a direct or adverse relationship with the specific duties of the job, and consider potential mitigating factors, including, but not limited to, evidence and extent of rehabilitation, recency of the offense(s), and age at the time of the offense(s). If asked to provide information about a conviction history, any convictions or court records which are exempted by a valid court order do not have to be disclosed. DO NOT SHARE USER ID AND PASSWORD: All applicants must file their application online using their OWN user ID and password. Using a family member or friend's user ID and password may erase a candidate's original application record. ANTI-RACISM, DIVERSITY, AND INCLUSION (ARDI): The County of Los Angeles recognizes and affirms that all people are created equal and are entitled to all rights afforded by the Constitution of the United States. The Department of Human Resources is committed to promoting Anti-racism, Diversity, and Inclusion efforts to address the in equalities and disparities amongst race. We support the ARDI Strategic Plan and its goals by improving equality, diversity, and inclusion in recruitment, selection, and employment practices. Department Contact Name: Exam Analyst Department Contact Phone: (323) 659-6546 Department Contact E-mail: HRExams@ph.lacounty.gov Exam Number: PH4594K-EA California Relay Services Phone: (800) 735-2922 ADA Coordinator Phone: (323) 659-6546 Teletype Phone: (800) 899-4099 Alternate Teletype Phone : (800) 897-0077 For detailed information, please click here