CITY OF ATLANTA, GA
Atlanta, Georgia, United States
Minimum Qualifications - Education and Experience Bachelor’s degree from an accredited college or university in finance, accounting, business administration, or a closely related field. Minimum of 3 years of experience as a budget, finance, policy, and/or management analyst with direct responsibility for budget development, analysis and management. Preferred Education & Experience Master’s degree in finance, accounting, business administration, public administration or a closely related field. Minimum of 5 years of experience as a budget, finance, policy, and/or management analyst with direct responsibility for budget development, analysis and management. 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.
Jul 14, 2024
Full Time
Minimum Qualifications - Education and Experience Bachelor’s degree from an accredited college or university in finance, accounting, business administration, or a closely related field. Minimum of 3 years of experience as a budget, finance, policy, and/or management analyst with direct responsibility for budget development, analysis and management. Preferred Education & Experience Master’s degree in finance, accounting, business administration, public administration or a closely related field. Minimum of 5 years of experience as a budget, finance, policy, and/or management analyst with direct responsibility for budget development, analysis and management. 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.
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:
Cal State University (CSU) Monterey Bay
100 Campus Center, Seaside, CA 93955, USA
Classification: Budget Analyst Hours: Full-time / 40 hours per week FLSA: Non-exempt Anticipated Hiring Salary Range: $5,200 - $5,640* 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: June 16, 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 direction of the Associate Vice President of Finance, the Budget Analyst will perform budget analysis work required to administer the CSU budgetary program and assist in providing consultative budget service to campus constituents. Incumbents in this classification are assigned to assist and may work with or under the guidance of Senior Budget Analysts, Lead Budget Analyst and Management (Budget Team). ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following : Assist with daily operations of campus-wide budget administration. Work duties include but are not limited to reviewing budget transfer requests, position management, reporting, and other activities in support of daily/weekly/monthly operations in campus-wide budget administration. Assist with annual budget process & quarterly forecasts, work duties include but are not limited to gathering data and preparing related reports/correspondence for higher level review. Collect Student Fee Revenue data to populate monthly reports for review by the Senior Budget Analyst. May attend the Student Fee Advisory Committee meetings in support of the Budget Office. In addition to attendance, the incumbent will collect approved or signed correspondences to be uploaded into the Student Fee Database and relay any pertinent information back to the budget team Working with the Budget Team: assist in tracking and maintaining budgets related to vacant permanent positions in the General Fund. This includes preparation & posting of budget transfers, updating management reports and tracking entries & positions that come into and out of the vacant position categories. Proactively work with the Budget Team and stakeholders to identify, implement, monitor and maintain processes, procedures & systems to improve operational efficiencies of the Budget Office. Assist in developing processes to streamline budget administration & collaborate with other departments as needed. May require learning new tools (e.g., Smartsheets). May assist with onboarding & maintaining new budget software & rollout to campus, including training, Q&A, etc. Under the supervision of the Budget Team, query databases and create reports to support questions from division analysts, Cabinet members, budget team, or other stakeholders. Special projects, as needed, for example oversight of the Budget Office shared email inbox. Other Functions : Performs other job-related duties and special projects as assigned. KNOWLEDGE, SKILLS AND ABILITIES : General knowledge of financial, budgetary and accounting principles and practices. 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. Familiarity with the principles of position control and budgetary alignment. Ability to define problem areas, collect data, perform preliminary analyses and make appropriate recommendations; and write clear and concise analytical comments. 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. Two years of progressively responsible professional experience win analyzing data including one year involving duties such as preparation, justification and analysis or the control and administration of a budget or budgetary process. SPECIALIZED SKILLS : Conversant in the terminology or finance and accounting and knowledgeable of budget and accounting concepts, practices and processes. Written and verbal communication skills with various levels of internal and external stakeholders. Customer service oriented. Ability to work in a fast-paced environment with changing priorities. PREFERRED QUALIFICATIONS : Technical fluency with Oracle/PeopleSoft, CSU Common Management System or equivalent 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 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 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 03 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Jul 14, 2024
Classification: Budget Analyst Hours: Full-time / 40 hours per week FLSA: Non-exempt Anticipated Hiring Salary Range: $5,200 - $5,640* 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: June 16, 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 direction of the Associate Vice President of Finance, the Budget Analyst will perform budget analysis work required to administer the CSU budgetary program and assist in providing consultative budget service to campus constituents. Incumbents in this classification are assigned to assist and may work with or under the guidance of Senior Budget Analysts, Lead Budget Analyst and Management (Budget Team). ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following : Assist with daily operations of campus-wide budget administration. Work duties include but are not limited to reviewing budget transfer requests, position management, reporting, and other activities in support of daily/weekly/monthly operations in campus-wide budget administration. Assist with annual budget process & quarterly forecasts, work duties include but are not limited to gathering data and preparing related reports/correspondence for higher level review. Collect Student Fee Revenue data to populate monthly reports for review by the Senior Budget Analyst. May attend the Student Fee Advisory Committee meetings in support of the Budget Office. In addition to attendance, the incumbent will collect approved or signed correspondences to be uploaded into the Student Fee Database and relay any pertinent information back to the budget team Working with the Budget Team: assist in tracking and maintaining budgets related to vacant permanent positions in the General Fund. This includes preparation & posting of budget transfers, updating management reports and tracking entries & positions that come into and out of the vacant position categories. Proactively work with the Budget Team and stakeholders to identify, implement, monitor and maintain processes, procedures & systems to improve operational efficiencies of the Budget Office. Assist in developing processes to streamline budget administration & collaborate with other departments as needed. May require learning new tools (e.g., Smartsheets). May assist with onboarding & maintaining new budget software & rollout to campus, including training, Q&A, etc. Under the supervision of the Budget Team, query databases and create reports to support questions from division analysts, Cabinet members, budget team, or other stakeholders. Special projects, as needed, for example oversight of the Budget Office shared email inbox. Other Functions : Performs other job-related duties and special projects as assigned. KNOWLEDGE, SKILLS AND ABILITIES : General knowledge of financial, budgetary and accounting principles and practices. 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. Familiarity with the principles of position control and budgetary alignment. Ability to define problem areas, collect data, perform preliminary analyses and make appropriate recommendations; and write clear and concise analytical comments. 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. Two years of progressively responsible professional experience win analyzing data including one year involving duties such as preparation, justification and analysis or the control and administration of a budget or budgetary process. SPECIALIZED SKILLS : Conversant in the terminology or finance and accounting and knowledgeable of budget and accounting concepts, practices and processes. Written and verbal communication skills with various levels of internal and external stakeholders. Customer service oriented. Ability to work in a fast-paced environment with changing priorities. PREFERRED QUALIFICATIONS : Technical fluency with Oracle/PeopleSoft, CSU Common Management System or equivalent 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 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 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 03 2024 Pacific Daylight Time Applications close: Closing Date/Time:
SMCTD - SAN MATEO COUNTY TRANSIT DISTRICT
San Carlos, California, United States
General The Operating Budget Analyst III is a senior level Budget Analyst position that will report to the Manager, Budgets and is responsible for analyzing and preparing the operating budgets for two of the four agencies: the San Mateo County Transit District (SamTrans), the Peninsula Corridor Joint Powers Board (Caltrain), San Mateo County Express Lanes Joint Powers Authority (ELJPA), and the San Mateo County Transportation Authority (TA). Essential Functions & Duties Examples of Essential Functions: Develop, compile, review and analyze the operating budgets, both annual and biennial to include budget amendment process. Conduct financial analysis including but not limited to; variance analysis, year-over-year budget changes, trend analysis, and budget assumptions. Review cost center manager budget requests for the Agencies’ operating programs, support in ongoing analysis and monitoring of approved requests and reaching out to Cost Center Managers as appropriate. Liaise with internal and external stakeholders to support budget development, financial analysis, and other general financial support as needed. Prepare the monthly financial statement presented to the Board of Directors. Prepare the annual budget books based on the Government Finance Officer Associations’ (GFOA) standards and best practices. Prepare financial reports and budget presentations for Citizen’s Advisory Committees and Boards of Directors approval. Prepare the funding application to Metropolitan Transportation Commission (MTC) for State Transit Assistance and Transportation Development Act funds. Preparation of the Indirect Cost Allocation (ICAP) calculation in accordance with Office of Management and Budget (OMB) Circular A-87 and ASMB C-10. Preparation and filing of Indirect Cost Allocation Plan/Indirect Cost Rate Proposal (ICAP/ICRP) application with FTA and Caltrans Supervise staff. Hire, mentor and take appropriate corrective and/or disciplinary action. Ensure EEO policies and procedures are followed. Participate in the selection of staff. Coordinate staff training and professional development. Establish performance objectives. Monitor and evaluate employee performance. Examples of Essential Duties: Analyzes financial and budget data analyzing trends and verifies data for accuracy. Monitor the performance of actualized expenses versus the adopted operating budget and provide meaningful insights into variances in addition to any other ad-hoc analysis. Process budget transfer requests. Identify relevant data sources and support in obtaining requisite datasets to support in ad-hoc analysis as requested. Assist with training for Cost Center Managers for budget process as needed. Perform all job duties and responsibilities in a safe manner to protect oneself, fellow employees and the public from injury or harm. Promote safety awareness and follow safety procedures to reduce or eliminate accidents. Performs other duties as assigned. Seeks out information in support of job functions from peers, internal, and external resources. Supervision:Works under the general supervision of the Manager, Budgets who establishes goals and objectives and evaluates performance. Minimum Qualifications Sufficient education, training and experience to demonstrate the knowledge and ability to successfully perform the essential functions of the position. Development of the required knowledge and abilities is typically obtained through but not limited to: A Bachelor’s Degree in accounting, finance, or related field. Three (3) years full-time increasingly responsible experience in budgeting, forecasting, financial analysis, or related field. Preferred Qualifications: Experience with grant budgeting. Public Sector experience, ideally transportation related. Experience with enterprise financial management system (e.g. PeopleSoft). Experience with Government Finance Officer Association (GFOA) reporting. Effective written and oral communication skills in one-to-one and one-to-many settings. Effective research and analytical skills. Proficiency in Microsoft Office Suite programs, specifically Excel and PowerPoint. Below is a summary of the comprehensive benefits provided to District full-time employees: Health and Welfare Benefits: Healthcare Benefits -District employees are offered a choice of healthcare providers under the CalPERS Health Benefits Program.The District will contribute ninety (90) percent towards monthly premiums for full-time employees. Fifty (50) percent for part-time employees. Free Dental and Vision Benefits provided - Employer Covers Premiums Free Employee Assistance Benefit - Employees are entitled to 5 face-to-face sessions or telephonic or web-video consultations for problem-solving support per incident, per calendar year. Flexible Spending Accounts - Pre-tax dollars to pay for qualified Health or Dependent Care expenses. Retirement Medical Benefits: Long Term Disability Insurance - After 90 days of total disability, Administrative full-time employees are eligible for 60% of monthly income covered by the District. Health and Wellness - Gyms located at most work locations and discounted Weight Watcher Membership Option. Holidays and Paid Time Off: Paid Time Off - Newly hired employees accrue 6.5 hours bi-weekly when hired (if Exempt 8.5 hours).As you move up in years of service credit, the rate of the amount of PTO accrued will also increase. Paid Holidays - The District provides seven paid holidays throughout the year - New Years Day, Martin Luther King Jr. Day, Memorial Day, Independence Day (July 4th), Labor Day, Thanksgiving Day and Christmas Day Floating Holidays - District employees can earn up to five (5) floating holidays. Financial Planning Benefits: Pension Benefits through CalPERS -You must have a minimum of 5 years of service to be eligible for this pension. CalPERS PEPRA vs. Classic - All employees hired on, or after January 1, 2013, are considered PEPRA members and will contribute 8% of their salary up to the maximum IRS cut-off. All Classic members will contribute 6% Deferred Compensation Options - Select to contribute to one or both of our Tax Deferred Compensation Options Reliance Standard Life Insurance with 100% premium paid by the District - 1 times annual salary of employee - max $200,000 Optional Life Insurance - Employees may purchase additional life insurance for themselves and their eligible family members. Growth and Education Benefits: Professional Development - Access to LinkedIn Learning and San Mateo County’s professional training. District Tuition Reimbursement Program - A maximum of $5,250 per year for courses related to your job or career goals with the District. Computer Loan Program - Interest-free two-year loan with a maximum amount of $4,000. Other Amazing Benefits: Credit Union - Employees and family members are eligible to join the San Mateo Credit Union and Patelco Credit Union. Employee Clean Commute (ECC) - Car/Van poolers and Public Transit riders receive a monthly reimbursement. Commuter Benefits - Free Employee Parking; Free Bus Pass for employee as well as children/spouse; Clipper Card/Go Pass Program for Central employees. For union employees, all of the above benefits are subject to the employee’s Collective Bargaining Agreement. Benefits listed are also subject to change with or without notice and are subject to contract/provider terms and conditions. Closing Date/Time: 10/6/2024 11:59 PM Pacific
Sep 07, 2024
Full Time
General The Operating Budget Analyst III is a senior level Budget Analyst position that will report to the Manager, Budgets and is responsible for analyzing and preparing the operating budgets for two of the four agencies: the San Mateo County Transit District (SamTrans), the Peninsula Corridor Joint Powers Board (Caltrain), San Mateo County Express Lanes Joint Powers Authority (ELJPA), and the San Mateo County Transportation Authority (TA). Essential Functions & Duties Examples of Essential Functions: Develop, compile, review and analyze the operating budgets, both annual and biennial to include budget amendment process. Conduct financial analysis including but not limited to; variance analysis, year-over-year budget changes, trend analysis, and budget assumptions. Review cost center manager budget requests for the Agencies’ operating programs, support in ongoing analysis and monitoring of approved requests and reaching out to Cost Center Managers as appropriate. Liaise with internal and external stakeholders to support budget development, financial analysis, and other general financial support as needed. Prepare the monthly financial statement presented to the Board of Directors. Prepare the annual budget books based on the Government Finance Officer Associations’ (GFOA) standards and best practices. Prepare financial reports and budget presentations for Citizen’s Advisory Committees and Boards of Directors approval. Prepare the funding application to Metropolitan Transportation Commission (MTC) for State Transit Assistance and Transportation Development Act funds. Preparation of the Indirect Cost Allocation (ICAP) calculation in accordance with Office of Management and Budget (OMB) Circular A-87 and ASMB C-10. Preparation and filing of Indirect Cost Allocation Plan/Indirect Cost Rate Proposal (ICAP/ICRP) application with FTA and Caltrans Supervise staff. Hire, mentor and take appropriate corrective and/or disciplinary action. Ensure EEO policies and procedures are followed. Participate in the selection of staff. Coordinate staff training and professional development. Establish performance objectives. Monitor and evaluate employee performance. Examples of Essential Duties: Analyzes financial and budget data analyzing trends and verifies data for accuracy. Monitor the performance of actualized expenses versus the adopted operating budget and provide meaningful insights into variances in addition to any other ad-hoc analysis. Process budget transfer requests. Identify relevant data sources and support in obtaining requisite datasets to support in ad-hoc analysis as requested. Assist with training for Cost Center Managers for budget process as needed. Perform all job duties and responsibilities in a safe manner to protect oneself, fellow employees and the public from injury or harm. Promote safety awareness and follow safety procedures to reduce or eliminate accidents. Performs other duties as assigned. Seeks out information in support of job functions from peers, internal, and external resources. Supervision:Works under the general supervision of the Manager, Budgets who establishes goals and objectives and evaluates performance. Minimum Qualifications Sufficient education, training and experience to demonstrate the knowledge and ability to successfully perform the essential functions of the position. Development of the required knowledge and abilities is typically obtained through but not limited to: A Bachelor’s Degree in accounting, finance, or related field. Three (3) years full-time increasingly responsible experience in budgeting, forecasting, financial analysis, or related field. Preferred Qualifications: Experience with grant budgeting. Public Sector experience, ideally transportation related. Experience with enterprise financial management system (e.g. PeopleSoft). Experience with Government Finance Officer Association (GFOA) reporting. Effective written and oral communication skills in one-to-one and one-to-many settings. Effective research and analytical skills. Proficiency in Microsoft Office Suite programs, specifically Excel and PowerPoint. Below is a summary of the comprehensive benefits provided to District full-time employees: Health and Welfare Benefits: Healthcare Benefits -District employees are offered a choice of healthcare providers under the CalPERS Health Benefits Program.The District will contribute ninety (90) percent towards monthly premiums for full-time employees. Fifty (50) percent for part-time employees. Free Dental and Vision Benefits provided - Employer Covers Premiums Free Employee Assistance Benefit - Employees are entitled to 5 face-to-face sessions or telephonic or web-video consultations for problem-solving support per incident, per calendar year. Flexible Spending Accounts - Pre-tax dollars to pay for qualified Health or Dependent Care expenses. Retirement Medical Benefits: Long Term Disability Insurance - After 90 days of total disability, Administrative full-time employees are eligible for 60% of monthly income covered by the District. Health and Wellness - Gyms located at most work locations and discounted Weight Watcher Membership Option. Holidays and Paid Time Off: Paid Time Off - Newly hired employees accrue 6.5 hours bi-weekly when hired (if Exempt 8.5 hours).As you move up in years of service credit, the rate of the amount of PTO accrued will also increase. Paid Holidays - The District provides seven paid holidays throughout the year - New Years Day, Martin Luther King Jr. Day, Memorial Day, Independence Day (July 4th), Labor Day, Thanksgiving Day and Christmas Day Floating Holidays - District employees can earn up to five (5) floating holidays. Financial Planning Benefits: Pension Benefits through CalPERS -You must have a minimum of 5 years of service to be eligible for this pension. CalPERS PEPRA vs. Classic - All employees hired on, or after January 1, 2013, are considered PEPRA members and will contribute 8% of their salary up to the maximum IRS cut-off. All Classic members will contribute 6% Deferred Compensation Options - Select to contribute to one or both of our Tax Deferred Compensation Options Reliance Standard Life Insurance with 100% premium paid by the District - 1 times annual salary of employee - max $200,000 Optional Life Insurance - Employees may purchase additional life insurance for themselves and their eligible family members. Growth and Education Benefits: Professional Development - Access to LinkedIn Learning and San Mateo County’s professional training. District Tuition Reimbursement Program - A maximum of $5,250 per year for courses related to your job or career goals with the District. Computer Loan Program - Interest-free two-year loan with a maximum amount of $4,000. Other Amazing Benefits: Credit Union - Employees and family members are eligible to join the San Mateo Credit Union and Patelco Credit Union. Employee Clean Commute (ECC) - Car/Van poolers and Public Transit riders receive a monthly reimbursement. Commuter Benefits - Free Employee Parking; Free Bus Pass for employee as well as children/spouse; Clipper Card/Go Pass Program for Central employees. For union employees, all of the above benefits are subject to the employee’s Collective Bargaining Agreement. Benefits listed are also subject to change with or without notice and are subject to contract/provider terms and conditions. Closing Date/Time: 10/6/2024 11:59 PM Pacific
SMCTD - SAN MATEO COUNTY TRANSIT DISTRICT
San Carlos, California, United States
General The Budget Analyst III is a senior-level Budget Analyst position that will report to the Manager, Capital Budgets and is responsible for analyzing and preparing the capital budgets for the San Mateo County Transit District (SamTrans), the Peninsula Corridor Joint Powers Board (Caltrain), San Mateo County Express Lanes Joint Powers Authority (ELJPA) and the San Mateo County Transportation Authority (TA). Essential Functions & Duties Examples of Essential Functions: Receive, review, and monitor capital and grant-funded project budget requests for SamTrans, Caltrain, ELJPA and TA capital programs. Prepare capital budget reports and project status updates. Review and verify budget authority for capital projects, including monthly and quarterly staff reports. Review and analyze year-over-year budget changes, historical and future trends, and project budget assumptions. Liaison with internal staff and external stakeholders to provide and/or retrieve budget information. Assist with development, administration, and analysis of the annual capital budget; identification of rollover project budgets, and process new budget requests for approval by executive team. May supervise staff. Participate in selection of staff. Coordinate staff training and professional development. Monitor and evaluate employee performance. Examples of Essential Duties: Analyze and process the activation of funds for capital projects. Monitor the implementation of the funding plan for capital projects. Provide reporting and analysis for current capital budget year activities. Partner with Project Controls to ensure project budgets are accurate. Process budget transfer requests. Prepare financial statements for presentation to the Board of Directors. Provide Manager and Director with recommendations related to capital and grant funding Assist with preparation of the annual budget book based on the Government Finance Officer Associations’ (GFOA) standards and best practices. Prepare budget presentations for Citizen’s Advisory Committees and Board of Directors approval. Conduct training for Project Managers for budget process as needed. Perform all job duties and responsibilities in a safe manner to protect oneself, fellow employees and the public from injury or harm. Promote safety awareness and follow safety procedures in an effort to reduce or eliminate accidents. Perform other duties as assigned. Supervision: Works under the general supervision of the Manager, Capital Budgets who establishes goals and objectives and evaluates performance. Minimum Qualifications Sufficient experience, training and/or education to demonstrate the knowledge and ability to successfully perform the essential functions of the position. In lieu of a degree, work-related experience that demonstrates the skills and experience necessary to perform this role will be accepted. Development of the required knowledge and abilities is typically obtained through but not limited to: A Bachelor's degree in accounting, finance, or related field. Three (3) years full-time increasingly responsible experience in budgeting, forecasting, financial analysis, or related field. Preferred Qualifications: Experience with grant administration and management Experience with enterprise financial management system (e.g. PeopleSoft) Experience with Government Finance Officer Association (GFOA) reporting Effective written and oral communication skills. Effective research and analytical skills. Proficiency in Microsoft Office Suite programs. Below is a summary of the comprehensive benefits provided to District full-time employees: Health and Welfare Benefits: Healthcare Benefits -District employees are offered a choice of healthcare providers under the CalPERS Health Benefits Program.The District will contribute ninety (90) percent towards monthly premiums for full-time employees. Fifty (50) percent for part-time employees. Free Dental and Vision Benefits provided - Employer Covers Premiums Free Employee Assistance Benefit - Employees are entitled to 5 face-to-face sessions or telephonic or web-video consultations for problem-solving support per incident, per calendar year. Flexible Spending Accounts - Pre-tax dollars to pay for qualified Health or Dependent Care expenses. Retirement Medical Benefits: Long Term Disability Insurance - After 90 days of total disability, Administrative full-time employees are eligible for 60% of monthly income covered by the District. Health and Wellness - Gyms located at most work locations and discounted Weight Watcher Membership Option. Holidays and Paid Time Off: Paid Time Off - Newly hired employees accrue 6.5 hours bi-weekly when hired (if Exempt 8.5 hours).As you move up in years of service credit, the rate of the amount of PTO accrued will also increase. Paid Holidays - The District provides seven paid holidays throughout the year - New Years Day, Martin Luther King Jr. Day, Memorial Day, Independence Day (July 4th), Labor Day, Thanksgiving Day and Christmas Day Floating Holidays - District employees can earn up to five (5) floating holidays. Financial Planning Benefits: Pension Benefits through CalPERS -You must have a minimum of 5 years of service to be eligible for this pension. CalPERS PEPRA vs. Classic - All employees hired on, or after January 1, 2013, are considered PEPRA members and will contribute 8% of their salary up to the maximum IRS cut-off. All Classic members will contribute 6% Deferred Compensation Options - Select to contribute to one or both of our Tax Deferred Compensation Options Reliance Standard Life Insurance with 100% premium paid by the District - 1 times annual salary of employee - max $200,000 Optional Life Insurance - Employees may purchase additional life insurance for themselves and their eligible family members. Growth and Education Benefits: Professional Development - Access to LinkedIn Learning and San Mateo County’s professional training. District Tuition Reimbursement Program - A maximum of $5,250 per year for courses related to your job or career goals with the District. Computer Loan Program - Interest-free two-year loan with a maximum amount of $4,000. Other Amazing Benefits: Credit Union - Employees and family members are eligible to join the San Mateo Credit Union and Patelco Credit Union. Employee Clean Commute (ECC) - Car/Van poolers and Public Transit riders receive a monthly reimbursement. Commuter Benefits - Free Employee Parking; Free Bus Pass for employee as well as children/spouse; Clipper Card/Go Pass Program for Central employees. For union employees, all of the above benefits are subject to the employee’s Collective Bargaining Agreement. Benefits listed are also subject to change with or without notice and are subject to contract/provider terms and conditions. Closing Date/Time: 10/6/2024 11:59 PM Pacific
Aug 31, 2024
Full Time
General The Budget Analyst III is a senior-level Budget Analyst position that will report to the Manager, Capital Budgets and is responsible for analyzing and preparing the capital budgets for the San Mateo County Transit District (SamTrans), the Peninsula Corridor Joint Powers Board (Caltrain), San Mateo County Express Lanes Joint Powers Authority (ELJPA) and the San Mateo County Transportation Authority (TA). Essential Functions & Duties Examples of Essential Functions: Receive, review, and monitor capital and grant-funded project budget requests for SamTrans, Caltrain, ELJPA and TA capital programs. Prepare capital budget reports and project status updates. Review and verify budget authority for capital projects, including monthly and quarterly staff reports. Review and analyze year-over-year budget changes, historical and future trends, and project budget assumptions. Liaison with internal staff and external stakeholders to provide and/or retrieve budget information. Assist with development, administration, and analysis of the annual capital budget; identification of rollover project budgets, and process new budget requests for approval by executive team. May supervise staff. Participate in selection of staff. Coordinate staff training and professional development. Monitor and evaluate employee performance. Examples of Essential Duties: Analyze and process the activation of funds for capital projects. Monitor the implementation of the funding plan for capital projects. Provide reporting and analysis for current capital budget year activities. Partner with Project Controls to ensure project budgets are accurate. Process budget transfer requests. Prepare financial statements for presentation to the Board of Directors. Provide Manager and Director with recommendations related to capital and grant funding Assist with preparation of the annual budget book based on the Government Finance Officer Associations’ (GFOA) standards and best practices. Prepare budget presentations for Citizen’s Advisory Committees and Board of Directors approval. Conduct training for Project Managers for budget process as needed. Perform all job duties and responsibilities in a safe manner to protect oneself, fellow employees and the public from injury or harm. Promote safety awareness and follow safety procedures in an effort to reduce or eliminate accidents. Perform other duties as assigned. Supervision: Works under the general supervision of the Manager, Capital Budgets who establishes goals and objectives and evaluates performance. Minimum Qualifications Sufficient experience, training and/or education to demonstrate the knowledge and ability to successfully perform the essential functions of the position. In lieu of a degree, work-related experience that demonstrates the skills and experience necessary to perform this role will be accepted. Development of the required knowledge and abilities is typically obtained through but not limited to: A Bachelor's degree in accounting, finance, or related field. Three (3) years full-time increasingly responsible experience in budgeting, forecasting, financial analysis, or related field. Preferred Qualifications: Experience with grant administration and management Experience with enterprise financial management system (e.g. PeopleSoft) Experience with Government Finance Officer Association (GFOA) reporting Effective written and oral communication skills. Effective research and analytical skills. Proficiency in Microsoft Office Suite programs. Below is a summary of the comprehensive benefits provided to District full-time employees: Health and Welfare Benefits: Healthcare Benefits -District employees are offered a choice of healthcare providers under the CalPERS Health Benefits Program.The District will contribute ninety (90) percent towards monthly premiums for full-time employees. Fifty (50) percent for part-time employees. Free Dental and Vision Benefits provided - Employer Covers Premiums Free Employee Assistance Benefit - Employees are entitled to 5 face-to-face sessions or telephonic or web-video consultations for problem-solving support per incident, per calendar year. Flexible Spending Accounts - Pre-tax dollars to pay for qualified Health or Dependent Care expenses. Retirement Medical Benefits: Long Term Disability Insurance - After 90 days of total disability, Administrative full-time employees are eligible for 60% of monthly income covered by the District. Health and Wellness - Gyms located at most work locations and discounted Weight Watcher Membership Option. Holidays and Paid Time Off: Paid Time Off - Newly hired employees accrue 6.5 hours bi-weekly when hired (if Exempt 8.5 hours).As you move up in years of service credit, the rate of the amount of PTO accrued will also increase. Paid Holidays - The District provides seven paid holidays throughout the year - New Years Day, Martin Luther King Jr. Day, Memorial Day, Independence Day (July 4th), Labor Day, Thanksgiving Day and Christmas Day Floating Holidays - District employees can earn up to five (5) floating holidays. Financial Planning Benefits: Pension Benefits through CalPERS -You must have a minimum of 5 years of service to be eligible for this pension. CalPERS PEPRA vs. Classic - All employees hired on, or after January 1, 2013, are considered PEPRA members and will contribute 8% of their salary up to the maximum IRS cut-off. All Classic members will contribute 6% Deferred Compensation Options - Select to contribute to one or both of our Tax Deferred Compensation Options Reliance Standard Life Insurance with 100% premium paid by the District - 1 times annual salary of employee - max $200,000 Optional Life Insurance - Employees may purchase additional life insurance for themselves and their eligible family members. Growth and Education Benefits: Professional Development - Access to LinkedIn Learning and San Mateo County’s professional training. District Tuition Reimbursement Program - A maximum of $5,250 per year for courses related to your job or career goals with the District. Computer Loan Program - Interest-free two-year loan with a maximum amount of $4,000. Other Amazing Benefits: Credit Union - Employees and family members are eligible to join the San Mateo Credit Union and Patelco Credit Union. Employee Clean Commute (ECC) - Car/Van poolers and Public Transit riders receive a monthly reimbursement. Commuter Benefits - Free Employee Parking; Free Bus Pass for employee as well as children/spouse; Clipper Card/Go Pass Program for Central employees. For union employees, all of the above benefits are subject to the employee’s Collective Bargaining Agreement. Benefits listed are also subject to change with or without notice and are subject to contract/provider terms and conditions. Closing Date/Time: 10/6/2024 11:59 PM Pacific
Apply By: 09/18/24 Division: Strategy Planning & Analysis Division Management Level: Individual Contributor Scheduled Weekly Hours: 40 Benefit Eligibility: This position is eligible for Standard Benefits which includes dental, medical, and vision insurance, paid time off and holidays, retirement matching, wellness programs, and tuition reimbursement. Description: Jefferson County is looking for an experienced Senior Budget Analyst to work with our Strategy, Planning & Analysis Division. This person should be a strategic thinker with first class budget experience and a strong collaboration mindset. The ideal candidate will be well versed in government budgets, problem solving skills and interpersonal communication skills, keeps up to date with the latest best practices, trends and technology and has the proven ability to multitask while working under crucial deadlines. This position performs responsible technical and analytical work in support of the Strategy, Planning and Analysis Division for Jefferson County. Under limited supervision, the Senior Budget Analyst performs highly responsible, complex, and varied financial and analytical work related to overall county budget functions; conducts operational and fiscal analysis, budget review and analysis, and other complex analyses; evaluates impact of new or proposed programs and legislation, and coordinates activities of the county budget with other departments, divisions, and outside agencies. Assists in the development of budgetary policies and the implementation of best practices. Evaluates and develops recommendations related to resource allocation decisions. Monitors and analyzes budget to actual revenue and expenditure variances. Prepares analytical assessments related to countywide initiatives. Works with department heads and elected and appointed officials to develop performance measures and seek ongoing cost efficiencies. Assists in the development of Jefferson County’s annual five-year capital improvement plan and cost allocation plan. Reviews and analyzes requests for budget amendments and revisions. Develops recommendations for consideration by and makes presentations to the Board of County Commissioners, the County Manager, and various committees comprised of elected and appointed officials, department heads, and other county staff. Prepares a variety of schedules for the countywide annual financial report and external audit, and ad hoc analyses as requested. Develops revenue, expenditure and fund balance forecasts and monitors compliance with county reserve policies. Schedule : Must reside in the state of Colorado at the time of hire. This position typically operates in a hybrid format, following the Counties 4-day workweek (Monday-Thursday) with remote and in-office work as needed. Compensation: Target Hiring Range: $87,000.00 - $90,000.00 USD Annual Compensation will be determined based on education, experience and skills. Benefits : Jefferson County offers a generous benefits package that supports your personal and professional life. Benefits include medical, dental and vision insurance, paid time off and holidays, retirement matching, wellness programs, tuition reimbursement, flexible schedules, remote work options and more. For more information, click here for our Total Rewards summary. Essential Duties : Serves as a lead in the countywide budget development process which includes complex analysis of revenue and expenditures for each department; reforecasts and participates in the development of new budgets, and ensures details are accurate, consistent and complete. Reviews and assists with the development of business cases and project requests, conducts feasibility studies, analyzes performance metrics, and builds financial models for major projects and asset acquisition and utilization. Coordinates and participates in the preparation and presentation of the annual budget adoption process. Supports and assists with special projects that impact organizational and countywide budgets, including analysis of briefing papers prior to staff briefings. Notifies executive leadership timely regarding concerns with budget related briefing items brought forward to the board, including budget supplemental requests. Works with stakeholders, both internal and external to the county, responds to inquiries, provides specialized and complex information and assistance with specific budgetary transactions, and works with client groups to resolve budgetary issues and guide budgetary decision making. Conducts research and provides recommendations on special projects at request of executive leadership and elected/appointed officials. Creates and delivers presentations to high level policy and decision makers. Works with multiple customer groups to monitor and track financial transactions and expenditures, and provides strategic guidance. Creates budget specific reports, spreadsheets and financial statements, reviews and interprets complex financial information for management, creates reports to estimate and track budget functions, develops financial models and queries financial information in support of the use of financial resources. Oversees position requests and justifications; maintains and tracks position totals, conducts workload analysis and provides client groups with reports detailing personnel costs to manage organizational growth. Ensures fiscal integrity and management for assigned funds, ensuring compliance with fund balance policies. Researches and recommends fund balance policy and policy revisions. Conducts complex studies and surveys; collects information pertaining to operational and financial challenges; compiles and analyzes information, develops and evaluates options, prepares and presents recommendations for review by management. Serves as member of various committees, panels, commissions, etc., attending meetings and providing input based on expertise and observations, as appropriate. Conducts management analysis studies on methods, procedures and operations concerning various departmental and management issues within the county. Works closely with agencies and departments to manage grant awards, works directly with management to develop and plan grant budgets, approves grant proposals and contracts and ensures compliance with grant reporting and documentations. Prepare recommendations consistent with the priorities of elected and appointed officials. Develops and leads budget training sessions for department staff. Other duties and responsibilities as assigned. Qualifications: Research shows that women and other underrepresented and historically marginalized groups tend to apply only when they check every box in the posting. If you are reading this and hesitating to click “apply” for that reason, we encourage you to go for it! A true passion and excitement for making an impact is just as important as work experience. Minimum Qualifications: Bachelor’s degree in finance, public finance, accounting, business administration, public administration or a related field and ; 3 years of work-related experience in government or non-profit budgeting, to include analysis, preparation and oversight for a large organization. Or an equivalent combination of education and experience Preferred Knowledge, Skills and Abilities: Advanced Excel skillset with the ability to perform calculations and automation, graphs and presentations, statistical modeling, forecasting and prediction in an efficient and timely manner. Experience in public budget/finance preferred Fund accounting experience preferred TABOR experience a plus. Workday or other ERP software experience Develop and maintain positive, working relations both internally and externally Demonstrate professional demeanor and ability to maintain confidentiality in execution of all responsibilities. Strong knowledge of the principles and practices of business analysis, business process improvement, and project management Team Player: Effective collaborator, willing to listen and learn from others, wants to work with others. Additional Job Information: Offer of employment contingent upon successful completion of criminal history, motor vehicle report, education verification, and/or references. Please note that supplemental questions requiring a written response will serve as a writing sample. Current Jefferson County employees must apply through their employee profile in Workday. How to Apply: Applications will be accepted electronically at Jefferson County Colorado Career Opportunities . Applicants complete an online form and have the option to provide a resume and detailed cover letter that describes why you are the best candidate for the position. Applications are reviewed for minimum qualifications listed in the qualifications section of the job bulletin, and applicants are contacted directly by the hiring team regarding next steps. To view the status of your application or direct communication from the hiring team, please log into your candidate portal . For more details on the recruitment process, please visit https://www.jeffco.us/1860/FAQs Questions: County Recruitment Team: 303-271-8400 or careertalent@jeffco.us Library Recruitment Team: 303.275.6168 or talent@jeffcolibrary.org Sheriff Recruitment Team: 303.271.5332 or sheriff.recruiting@co.jefferson.co.us Education: Bachelor's Degree Experience: Work Experience: Minimum three years Certifications: Languages: Category: Budget & Financial Services
Sep 05, 2024
Full Time
Apply By: 09/18/24 Division: Strategy Planning & Analysis Division Management Level: Individual Contributor Scheduled Weekly Hours: 40 Benefit Eligibility: This position is eligible for Standard Benefits which includes dental, medical, and vision insurance, paid time off and holidays, retirement matching, wellness programs, and tuition reimbursement. Description: Jefferson County is looking for an experienced Senior Budget Analyst to work with our Strategy, Planning & Analysis Division. This person should be a strategic thinker with first class budget experience and a strong collaboration mindset. The ideal candidate will be well versed in government budgets, problem solving skills and interpersonal communication skills, keeps up to date with the latest best practices, trends and technology and has the proven ability to multitask while working under crucial deadlines. This position performs responsible technical and analytical work in support of the Strategy, Planning and Analysis Division for Jefferson County. Under limited supervision, the Senior Budget Analyst performs highly responsible, complex, and varied financial and analytical work related to overall county budget functions; conducts operational and fiscal analysis, budget review and analysis, and other complex analyses; evaluates impact of new or proposed programs and legislation, and coordinates activities of the county budget with other departments, divisions, and outside agencies. Assists in the development of budgetary policies and the implementation of best practices. Evaluates and develops recommendations related to resource allocation decisions. Monitors and analyzes budget to actual revenue and expenditure variances. Prepares analytical assessments related to countywide initiatives. Works with department heads and elected and appointed officials to develop performance measures and seek ongoing cost efficiencies. Assists in the development of Jefferson County’s annual five-year capital improvement plan and cost allocation plan. Reviews and analyzes requests for budget amendments and revisions. Develops recommendations for consideration by and makes presentations to the Board of County Commissioners, the County Manager, and various committees comprised of elected and appointed officials, department heads, and other county staff. Prepares a variety of schedules for the countywide annual financial report and external audit, and ad hoc analyses as requested. Develops revenue, expenditure and fund balance forecasts and monitors compliance with county reserve policies. Schedule : Must reside in the state of Colorado at the time of hire. This position typically operates in a hybrid format, following the Counties 4-day workweek (Monday-Thursday) with remote and in-office work as needed. Compensation: Target Hiring Range: $87,000.00 - $90,000.00 USD Annual Compensation will be determined based on education, experience and skills. Benefits : Jefferson County offers a generous benefits package that supports your personal and professional life. Benefits include medical, dental and vision insurance, paid time off and holidays, retirement matching, wellness programs, tuition reimbursement, flexible schedules, remote work options and more. For more information, click here for our Total Rewards summary. Essential Duties : Serves as a lead in the countywide budget development process which includes complex analysis of revenue and expenditures for each department; reforecasts and participates in the development of new budgets, and ensures details are accurate, consistent and complete. Reviews and assists with the development of business cases and project requests, conducts feasibility studies, analyzes performance metrics, and builds financial models for major projects and asset acquisition and utilization. Coordinates and participates in the preparation and presentation of the annual budget adoption process. Supports and assists with special projects that impact organizational and countywide budgets, including analysis of briefing papers prior to staff briefings. Notifies executive leadership timely regarding concerns with budget related briefing items brought forward to the board, including budget supplemental requests. Works with stakeholders, both internal and external to the county, responds to inquiries, provides specialized and complex information and assistance with specific budgetary transactions, and works with client groups to resolve budgetary issues and guide budgetary decision making. Conducts research and provides recommendations on special projects at request of executive leadership and elected/appointed officials. Creates and delivers presentations to high level policy and decision makers. Works with multiple customer groups to monitor and track financial transactions and expenditures, and provides strategic guidance. Creates budget specific reports, spreadsheets and financial statements, reviews and interprets complex financial information for management, creates reports to estimate and track budget functions, develops financial models and queries financial information in support of the use of financial resources. Oversees position requests and justifications; maintains and tracks position totals, conducts workload analysis and provides client groups with reports detailing personnel costs to manage organizational growth. Ensures fiscal integrity and management for assigned funds, ensuring compliance with fund balance policies. Researches and recommends fund balance policy and policy revisions. Conducts complex studies and surveys; collects information pertaining to operational and financial challenges; compiles and analyzes information, develops and evaluates options, prepares and presents recommendations for review by management. Serves as member of various committees, panels, commissions, etc., attending meetings and providing input based on expertise and observations, as appropriate. Conducts management analysis studies on methods, procedures and operations concerning various departmental and management issues within the county. Works closely with agencies and departments to manage grant awards, works directly with management to develop and plan grant budgets, approves grant proposals and contracts and ensures compliance with grant reporting and documentations. Prepare recommendations consistent with the priorities of elected and appointed officials. Develops and leads budget training sessions for department staff. Other duties and responsibilities as assigned. Qualifications: Research shows that women and other underrepresented and historically marginalized groups tend to apply only when they check every box in the posting. If you are reading this and hesitating to click “apply” for that reason, we encourage you to go for it! A true passion and excitement for making an impact is just as important as work experience. Minimum Qualifications: Bachelor’s degree in finance, public finance, accounting, business administration, public administration or a related field and ; 3 years of work-related experience in government or non-profit budgeting, to include analysis, preparation and oversight for a large organization. Or an equivalent combination of education and experience Preferred Knowledge, Skills and Abilities: Advanced Excel skillset with the ability to perform calculations and automation, graphs and presentations, statistical modeling, forecasting and prediction in an efficient and timely manner. Experience in public budget/finance preferred Fund accounting experience preferred TABOR experience a plus. Workday or other ERP software experience Develop and maintain positive, working relations both internally and externally Demonstrate professional demeanor and ability to maintain confidentiality in execution of all responsibilities. Strong knowledge of the principles and practices of business analysis, business process improvement, and project management Team Player: Effective collaborator, willing to listen and learn from others, wants to work with others. Additional Job Information: Offer of employment contingent upon successful completion of criminal history, motor vehicle report, education verification, and/or references. Please note that supplemental questions requiring a written response will serve as a writing sample. Current Jefferson County employees must apply through their employee profile in Workday. How to Apply: Applications will be accepted electronically at Jefferson County Colorado Career Opportunities . Applicants complete an online form and have the option to provide a resume and detailed cover letter that describes why you are the best candidate for the position. Applications are reviewed for minimum qualifications listed in the qualifications section of the job bulletin, and applicants are contacted directly by the hiring team regarding next steps. To view the status of your application or direct communication from the hiring team, please log into your candidate portal . For more details on the recruitment process, please visit https://www.jeffco.us/1860/FAQs Questions: County Recruitment Team: 303-271-8400 or careertalent@jeffco.us Library Recruitment Team: 303.275.6168 or talent@jeffcolibrary.org Sheriff Recruitment Team: 303.271.5332 or sheriff.recruiting@co.jefferson.co.us Education: Bachelor's Degree Experience: Work Experience: Minimum three years Certifications: Languages: Category: Budget & Financial Services
City of Costa Mesa, CA
Costa Mesa, California, United States
Description Are you a strategic thinker with exceptional analytical skills and a deep understanding of financial and budgeting principles? The City of Costa Mesa is offering an exciting ca reer opportunity for a Senior Budget Analyst to join our hardworking and talented finance team. You will be working in a collaborative and supportive work environment and play a critical role in supporting the City’s financial processes and goals. WHY WORK FOR COSTA MESA: The City of Costa Mesa, with the motto "City of the Arts", is one of California's most eclectic and vibrant cities. Located just one mile from the Pacific Ocean and in the heart of Orange County, Costa Mesa is a great place to live , work and play. The City offers exceptional employee benefits, opportunities for training and development, and prides itself on its Core Values of Integrity, Sustainability, Compassion, Innovation, Inclusion and Collaboration. THE POSITION: The Senior Budget Analyst performs detailed, challenging and advanced work in providing complex analysis, reporting, reviewing, researching, developing, implementing and administration of budgetary and management reporting systems. EXAMPLES OF DUTIES: Conduct complex financial and statistical analyses, studies, and reports. Advanced development of budgetary systems; development of efficient and effective work measurement systems; and preparation of financial justifications. Research and development of: work simplification systems; improved and new sources of revenue; expense reduction and cost control systems. Other duties will include responsibility for: cost and benefit analysis of various proposals arising out of labor negotiations; cost versus benefit justification analysis and review of various budget requests; program and special fund cost analysis; and assisting in preparing cost and statistical analyses required for presentation to staff, departments, City Manager and the City Council. May provide functional or lead supervision to professional, technical or administrative staff. To view the complete job description, click here: Senior Budget Analyst (Confidential * ) . *CONFIDENTIAL EMPLOYEE DESIGNATION: An employee in this classification may have access to decisions or the decision-making process of the City concerning matters related to employer-employee relations and may have access to, or prepare, confidential materials, information and/or recommendations on behalf of the City in matters relating to employer-employee relations and therefore is a non-represented confidential employee. APPLICATION AND SELECTION PROCESS: Applications must be completed and submitted online. This recruitment will remain open until filled and may close without prior notice, therefore prompt application is encouraged. Next application review date: August 30, 2024 Candidates are requested to provide specific information regarding their education and experience as it relates to the position by completing all fields of the application. Applications may be rejected if incomplete . Do not include "see attached resume" in your responses, as they will not be accepted or reviewed in the application process. Based upon the information presented on the application, a limited number of candidates who possess qualifications most pertinent to the position will be invited to participate in the selection process. The selection process may include, but is not limited to the following components: application review and evaluation, written examination or exercise, physical examination, practical exercise and interview evaluation. Please notify the Human Resources Division 72 hours in advance of the test date if you have a disability which requires accommodation for the testing process. The eligibility list will be in effect for one (1) year, unless exhausted sooner. The eligibility list established from this recruitment may be utilized to fill other lower level vacancies which occur during the life of the list. All employment offers made by the City are contingent upon establishing proof of a prospective candidate's legal authorization to work in the United States and successfully passing all components of the pre-employment process which may include, but is not limited to: comprehensive background check, credit check, criminal history check (Live Scan fingerprinting), and post-offer medical evaluation (may include drug screen). Note: The provisions of this job bulletin do not constitute an expressed or implied contract. Any provisions contained within may be modified or revoked without notice. Essential Functions To view the full job description which includes examples of job duties, please click on the following link: Senior Budget Analyst (Confidential) . Qualification Guidelines A typical way to obtain the requisite knowledge and abilities to perform the duties and responsibilities of this classification is as follows: EDUCATION, TRAINING AND/OR EXPERIENCE: Responsible professional experience equivalent to five (5) years of full-time experience performing complex budgeting or financial analysis, forecasting and administrative research or three (3) years of full-time experience performing budgeting or financial analysis in a public agency. Supervisory or lead experience is desirable. Graduation from an accredited four-year college or university with major course work in finance, business administration, public administration, or directly related field, including or supplemented by course work in accounting and statistics. Master’s degree from an accredited college or university in accounting, finance, business administration, public administration or a directly related field, is desirable. An equivalent combination of education and relevant experience that provides the desired knowledge, skills and abilities to successfully perform essential functions may also be considered. LICENSE AND/OR CERTIFICATE: Class C California Driver's License. Revocation of license during employment may result in disciplinary action or reassignment. To view Requisite Knowledge, Skills and Abilities, please click on the following link: Senior Budget Analyst (Confidential) . Supplemental Information PUBLIC EMPLOYEE DISASTER SERVICE WORKER: In accordance with Government Code Section 3100 - all City of Costa Mesa employees are required to perform assigned disaster service worker duties in the event of an emergency or a disaster. PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS : Please contact Human Resources for a summary of the essential tasks and environmental factors for this classification. Employee accommodations for physical or mental disabilities will be considered on a case-by-case basis. EQUAL OPPORTUNITY EMPLOYER: The City of Costa Mesa is an Equal Opportunity Employer. To view benefit information for all groups, Click Here New employees contribute 9% of their salary on a pre-tax basis towards the 2%@60 or 2%@62 CalPERS retirement formula depending on eligibility. Employees receive the following health insurance flexible benefits contribution: Current: $1,600monthly Effective January 2025: $1,650monthly The City does not participate in the Social Security system; however, federal mandate requires new employees to contribute 1.45% of wages to Medicare. As a condition of employment, all new employees are required to enroll and participate in the direct deposit program. Closing Date/Time: Continuous
Aug 06, 2024
Full Time
Description Are you a strategic thinker with exceptional analytical skills and a deep understanding of financial and budgeting principles? The City of Costa Mesa is offering an exciting ca reer opportunity for a Senior Budget Analyst to join our hardworking and talented finance team. You will be working in a collaborative and supportive work environment and play a critical role in supporting the City’s financial processes and goals. WHY WORK FOR COSTA MESA: The City of Costa Mesa, with the motto "City of the Arts", is one of California's most eclectic and vibrant cities. Located just one mile from the Pacific Ocean and in the heart of Orange County, Costa Mesa is a great place to live , work and play. The City offers exceptional employee benefits, opportunities for training and development, and prides itself on its Core Values of Integrity, Sustainability, Compassion, Innovation, Inclusion and Collaboration. THE POSITION: The Senior Budget Analyst performs detailed, challenging and advanced work in providing complex analysis, reporting, reviewing, researching, developing, implementing and administration of budgetary and management reporting systems. EXAMPLES OF DUTIES: Conduct complex financial and statistical analyses, studies, and reports. Advanced development of budgetary systems; development of efficient and effective work measurement systems; and preparation of financial justifications. Research and development of: work simplification systems; improved and new sources of revenue; expense reduction and cost control systems. Other duties will include responsibility for: cost and benefit analysis of various proposals arising out of labor negotiations; cost versus benefit justification analysis and review of various budget requests; program and special fund cost analysis; and assisting in preparing cost and statistical analyses required for presentation to staff, departments, City Manager and the City Council. May provide functional or lead supervision to professional, technical or administrative staff. To view the complete job description, click here: Senior Budget Analyst (Confidential * ) . *CONFIDENTIAL EMPLOYEE DESIGNATION: An employee in this classification may have access to decisions or the decision-making process of the City concerning matters related to employer-employee relations and may have access to, or prepare, confidential materials, information and/or recommendations on behalf of the City in matters relating to employer-employee relations and therefore is a non-represented confidential employee. APPLICATION AND SELECTION PROCESS: Applications must be completed and submitted online. This recruitment will remain open until filled and may close without prior notice, therefore prompt application is encouraged. Next application review date: August 30, 2024 Candidates are requested to provide specific information regarding their education and experience as it relates to the position by completing all fields of the application. Applications may be rejected if incomplete . Do not include "see attached resume" in your responses, as they will not be accepted or reviewed in the application process. Based upon the information presented on the application, a limited number of candidates who possess qualifications most pertinent to the position will be invited to participate in the selection process. The selection process may include, but is not limited to the following components: application review and evaluation, written examination or exercise, physical examination, practical exercise and interview evaluation. Please notify the Human Resources Division 72 hours in advance of the test date if you have a disability which requires accommodation for the testing process. The eligibility list will be in effect for one (1) year, unless exhausted sooner. The eligibility list established from this recruitment may be utilized to fill other lower level vacancies which occur during the life of the list. All employment offers made by the City are contingent upon establishing proof of a prospective candidate's legal authorization to work in the United States and successfully passing all components of the pre-employment process which may include, but is not limited to: comprehensive background check, credit check, criminal history check (Live Scan fingerprinting), and post-offer medical evaluation (may include drug screen). Note: The provisions of this job bulletin do not constitute an expressed or implied contract. Any provisions contained within may be modified or revoked without notice. Essential Functions To view the full job description which includes examples of job duties, please click on the following link: Senior Budget Analyst (Confidential) . Qualification Guidelines A typical way to obtain the requisite knowledge and abilities to perform the duties and responsibilities of this classification is as follows: EDUCATION, TRAINING AND/OR EXPERIENCE: Responsible professional experience equivalent to five (5) years of full-time experience performing complex budgeting or financial analysis, forecasting and administrative research or three (3) years of full-time experience performing budgeting or financial analysis in a public agency. Supervisory or lead experience is desirable. Graduation from an accredited four-year college or university with major course work in finance, business administration, public administration, or directly related field, including or supplemented by course work in accounting and statistics. Master’s degree from an accredited college or university in accounting, finance, business administration, public administration or a directly related field, is desirable. An equivalent combination of education and relevant experience that provides the desired knowledge, skills and abilities to successfully perform essential functions may also be considered. LICENSE AND/OR CERTIFICATE: Class C California Driver's License. Revocation of license during employment may result in disciplinary action or reassignment. To view Requisite Knowledge, Skills and Abilities, please click on the following link: Senior Budget Analyst (Confidential) . Supplemental Information PUBLIC EMPLOYEE DISASTER SERVICE WORKER: In accordance with Government Code Section 3100 - all City of Costa Mesa employees are required to perform assigned disaster service worker duties in the event of an emergency or a disaster. PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS : Please contact Human Resources for a summary of the essential tasks and environmental factors for this classification. Employee accommodations for physical or mental disabilities will be considered on a case-by-case basis. EQUAL OPPORTUNITY EMPLOYER: The City of Costa Mesa is an Equal Opportunity Employer. To view benefit information for all groups, Click Here New employees contribute 9% of their salary on a pre-tax basis towards the 2%@60 or 2%@62 CalPERS retirement formula depending on eligibility. Employees receive the following health insurance flexible benefits contribution: Current: $1,600monthly Effective January 2025: $1,650monthly The City does not participate in the Social Security system; however, federal mandate requires new employees to contribute 1.45% of wages to Medicare. As a condition of employment, all new employees are required to enroll and participate in the direct deposit program. Closing Date/Time: Continuous
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 SAN JOSE
San Jose, California, United States
Our diverse and inclusive workforce of more than 7,000 employees play a key role in the success of San José, the heart of the Silicon Valley. All City of San José employees work together as one team to make San José a vibrant, innovative, and desirable place to live and work. Visit here to learn more about San José. About the Department The City of San José is a place where we use civic technology to help our community thrive. As the 10th largest city in the nation, the City manages a large set of services and assets. The City operates on a budget of $5 billion, with 7,000 employees serving 1+ million residents and 80,000 businesses in the heart of Silicon Valley. Information Technology’s (IT) mission: Put powerful tools and information in the hands of people to unleash their brilliance in service to our community. IT enables that mission through business and infrastructure systems, cybersecurity, data management and analysis, productivity and collaboration tools, the San Jose 311 resident experience platform, data equity and privacy programs, and strategic planning. San Jose is powered by truly great people, a robust technology environment, and a strong sense of purpose. We promote work-life integration and a focus on growth to bring out the best in our people. Come join us in making San Jose the most vibrant, equitable, sustainable, and innovative city in America! You can visit the Information Technology Department website to learn more about us. Position Duties NOTE - The first review of applications was on Wednesday, August 7, 2024. We will conduct another round of application review on Thursday, August 29. Please submit your application by 11:59 p.m. (PST) on Wednesday, August 28, 2024, if you would like your application to be included in the first review. Candidates who pass the first application review round will be invited to interviews on the week of September 9, 2024 The Information Technology Department is recruiting for a Business Analyst within the City Products-Projects-Portfolio Office (C3PO). The Business Analyst will play a crucial role in analyzing and documenting business processes, identifying needs, and providing data-driven recommendations to improve the organization's efficiency and productivity. The position will also lead and perform usability and accessibility work on digital service delivery analysis and/or improvement. This position will play a key role in ensuring new services are developed to bridge access, language, and ease of use barriers experienced disproportionately by underserved portions of our community. If you are passionate about building amazing civic products, leading cross-functional teams in building features, re-engineering business processes, and having exceptional customer empathy, this position may be a superb fit for you! Key duties may include but are not limited to: Leading user research on digital products by: Identifying user and organizational needs through interviews, conversations, workshops/focus groups, and analytics research. Building strong professional relationships with stakeholders to understand what is best for the users. Designing user interface prototypes and journey mapping to improve resident and staff outcomes with digital services.Training and coaching City staff and creating documentation on standards for user-centered design approaches.Engaging internal and external customers to conduct usability testing to build meaningful products, services, and processes.Sustaining and improving customer satisfaction through quality customer support, continual system/user interface configuration improvement, and analysis and/or resolution of product issues. Performing omnichannel audits and/or assessments that provide actionable recommendations to improve accessibility and usability. Gather and analyze data from various sources to understand business needs and objectives.Work closely with stakeholders to define, document, and prioritize business requirements.Conduct a thorough analysis of current business processes, systems, and workflows.Identify opportunities for improvement and propose solutions to address business challenges.Develop detailed reports, diagrams, and presentations to communicate findings and recommendations to stakeholders.Collaborate with cross-functional teams to implement solutions and ensure alignment with business goals.Assist in the testing and validating of new systems, processes, or software tools. This position is currently funded through June 30, 2025, with the potential to extend based on resource availability. Please note that the Business Analyst position is currently eligible for a hybrid telework schedule. The schedule for working remotely and onsite is subject to change. Salary Information: The final candidate’s qualifications and experience shall determine the actual salary. In addition to the starting salary, employees in the Senior Analyst classification shall also receive an approximate five percent (5%) ongoing non-pensionable compensation pay. Salary Range (including the 5% NPWI): $113,327.76 - $138,072.48 The Senior Analyst’s bargaining unit is the City Association of Management Personnel (CAMP) . Minimum Qualifications Education: A Bachelor’s Degree from an accredited college or university. Experience: Four (4) years of increasingly responsible experience in general management/administrative analytic work in the areas of budget, finance, grant administration, organizational analysis, general administration, human resources, or related fields in general analytical work. Acceptable Substitutions: One (1) year of additional education above the Bachelor’s Degree level may be substituted for one (1) year of the required management/administrative analytic work. Other Qualifications Competencies The ideal candidate will possess the following competencies, as demonstrated in past and current employment history. Job Expertise - Demonstrates knowledge of and experience with applicable professional/technical principles and practices, Citywide and departmental procedures/policies, and federal and state rules and regulations. The ideal candidate will also possess a combination of the following knowledge and experience: 2+ more years of experience with gathering information system requirements, technical analysis, and end-user training techniques is highly desirable. Experience in approaches to business process reengineering through business process automation. Experience with "As Is" and "To Be" information and business process modeling. Knowledge of project methodologies (Waterfall, Agile) is desirable. Ability to communicate functional business requirements to technical developers. Ability in business process modeling, gap analysis, and converting concepts into effective design. Demonstrates the technical understanding to work across teams to deliver and sustain products and services successfully; translate end user needs into technical/functional requirements; create functional solutions and integrations; and coordinate process redesign with business units to render superior customer experience and communication. Demonstrates success in enterprise-class product implementation, customer experience, and omnichannel solutions with multi-faceted features: website, web portals, online forms, chatbot, virtual agent, contact center, mobile app, analytics, social media interfaces, google map interfaces, etc. Creativity - Addresses objectives and problems while questioning traditional assumptions/solutions to generate creative ideas and new business ways; exhibits creativity and innovation when contributing to organizational and individual goals; seeks opportunities to improve, streamline, and reinvent work processes. Project Management - Ensures support for projects and implements agency goals and strategic objectives. Analytical Thinking - Approaching a problem or situation by using a logical, systematic, sequential approach. Facilitation - Exhibits behaviors and techniques that enhance the quality of group processes. Leadership - Leads by example; demonstrates high ethical standards; remains visible and approachable and interacts with others on a regular basis; promotes a cooperative work environment, allowing others to learn from mistakes; provides motivational support and direction. Teamwork & Interpersonal Skills - Develops effective relationships with co-workers and supervisors by helping others accomplish tasks and using collaboration and conflict resolution skills. Communication Skills - Effectively conveys information and expresses thoughts and facts clearly, orally, and in writing; demonstrates effective use of listening skills and displays openness to other people's ideas and thoughts. Selection Process: The selection process will consist of an evaluation of the applicant's training and experience based on the application and responses to all the job-specific questions. You must answer all questions to be considered, or your application may be deemed incomplete and withheld from further consideration. Only those candidates whose backgrounds best match the position will be invited to proceed in the selection process. Additional phases of the selection process will consist of one or more interviews, one of which may include a practical/writing exercise. If you have questions about the duties of these positions, the selection, or the hiring processes, please contact Tram Nguyen at tramt.nguyen@sanjoseca.gov. Additional Information: Employment Eligibility: Federal law requires all employees to provide verification of their eligibility to work in this country. Please be informed that the City of San Jose will NOT sponsor, represent or sign any documents related to visa applications/transfers for H1-B or any other type of visa which requires an employer application. Please note that applications are currently not accepted through CalOpps or any other third party job board application system. This recruitment may be used to fill multiple positions in this, or other divisions or departments. If you are interested in employment in this classification, you should apply to ensure you are considered for additional opportunities that may utilize the applicants from this recruitment. Please allow adequate time to complete the application and submit before the deadline or the system may not save your application. If your online application was successfully submitted, you will receive an automatic confirmation email to the email address you provided. IF YOU DO NOT RECEIVE THE CONFIRMATION, please email CityCareers@sanjoseca.gov and we will research the status of your application. The City of San Jose offers a wide range of core health benefits including Medical, Dental, Vision, Employee Assistance Program, Life Insurance, Disability, and Savings Plans. Please visit the City's benefits page for detailed information on coverage, cost, and dependent coverage. For information on the City’s Retirement Plan(pension for full-time employees), please visit the Office of Retirement Services website . You will be able to view information based on different Sworn/Federated job classification. In additional to the benefits above, there is an additional perks site to explore further benefits of working for the City of San Jose like paid leave, educational reimbursements, and holiday pay are specific to the job classification and union membership. Closing Date/Time: Continuous
Aug 30, 2024
Full Time
Our diverse and inclusive workforce of more than 7,000 employees play a key role in the success of San José, the heart of the Silicon Valley. All City of San José employees work together as one team to make San José a vibrant, innovative, and desirable place to live and work. Visit here to learn more about San José. About the Department The City of San José is a place where we use civic technology to help our community thrive. As the 10th largest city in the nation, the City manages a large set of services and assets. The City operates on a budget of $5 billion, with 7,000 employees serving 1+ million residents and 80,000 businesses in the heart of Silicon Valley. Information Technology’s (IT) mission: Put powerful tools and information in the hands of people to unleash their brilliance in service to our community. IT enables that mission through business and infrastructure systems, cybersecurity, data management and analysis, productivity and collaboration tools, the San Jose 311 resident experience platform, data equity and privacy programs, and strategic planning. San Jose is powered by truly great people, a robust technology environment, and a strong sense of purpose. We promote work-life integration and a focus on growth to bring out the best in our people. Come join us in making San Jose the most vibrant, equitable, sustainable, and innovative city in America! You can visit the Information Technology Department website to learn more about us. Position Duties NOTE - The first review of applications was on Wednesday, August 7, 2024. We will conduct another round of application review on Thursday, August 29. Please submit your application by 11:59 p.m. (PST) on Wednesday, August 28, 2024, if you would like your application to be included in the first review. Candidates who pass the first application review round will be invited to interviews on the week of September 9, 2024 The Information Technology Department is recruiting for a Business Analyst within the City Products-Projects-Portfolio Office (C3PO). The Business Analyst will play a crucial role in analyzing and documenting business processes, identifying needs, and providing data-driven recommendations to improve the organization's efficiency and productivity. The position will also lead and perform usability and accessibility work on digital service delivery analysis and/or improvement. This position will play a key role in ensuring new services are developed to bridge access, language, and ease of use barriers experienced disproportionately by underserved portions of our community. If you are passionate about building amazing civic products, leading cross-functional teams in building features, re-engineering business processes, and having exceptional customer empathy, this position may be a superb fit for you! Key duties may include but are not limited to: Leading user research on digital products by: Identifying user and organizational needs through interviews, conversations, workshops/focus groups, and analytics research. Building strong professional relationships with stakeholders to understand what is best for the users. Designing user interface prototypes and journey mapping to improve resident and staff outcomes with digital services.Training and coaching City staff and creating documentation on standards for user-centered design approaches.Engaging internal and external customers to conduct usability testing to build meaningful products, services, and processes.Sustaining and improving customer satisfaction through quality customer support, continual system/user interface configuration improvement, and analysis and/or resolution of product issues. Performing omnichannel audits and/or assessments that provide actionable recommendations to improve accessibility and usability. Gather and analyze data from various sources to understand business needs and objectives.Work closely with stakeholders to define, document, and prioritize business requirements.Conduct a thorough analysis of current business processes, systems, and workflows.Identify opportunities for improvement and propose solutions to address business challenges.Develop detailed reports, diagrams, and presentations to communicate findings and recommendations to stakeholders.Collaborate with cross-functional teams to implement solutions and ensure alignment with business goals.Assist in the testing and validating of new systems, processes, or software tools. This position is currently funded through June 30, 2025, with the potential to extend based on resource availability. Please note that the Business Analyst position is currently eligible for a hybrid telework schedule. The schedule for working remotely and onsite is subject to change. Salary Information: The final candidate’s qualifications and experience shall determine the actual salary. In addition to the starting salary, employees in the Senior Analyst classification shall also receive an approximate five percent (5%) ongoing non-pensionable compensation pay. Salary Range (including the 5% NPWI): $113,327.76 - $138,072.48 The Senior Analyst’s bargaining unit is the City Association of Management Personnel (CAMP) . Minimum Qualifications Education: A Bachelor’s Degree from an accredited college or university. Experience: Four (4) years of increasingly responsible experience in general management/administrative analytic work in the areas of budget, finance, grant administration, organizational analysis, general administration, human resources, or related fields in general analytical work. Acceptable Substitutions: One (1) year of additional education above the Bachelor’s Degree level may be substituted for one (1) year of the required management/administrative analytic work. Other Qualifications Competencies The ideal candidate will possess the following competencies, as demonstrated in past and current employment history. Job Expertise - Demonstrates knowledge of and experience with applicable professional/technical principles and practices, Citywide and departmental procedures/policies, and federal and state rules and regulations. The ideal candidate will also possess a combination of the following knowledge and experience: 2+ more years of experience with gathering information system requirements, technical analysis, and end-user training techniques is highly desirable. Experience in approaches to business process reengineering through business process automation. Experience with "As Is" and "To Be" information and business process modeling. Knowledge of project methodologies (Waterfall, Agile) is desirable. Ability to communicate functional business requirements to technical developers. Ability in business process modeling, gap analysis, and converting concepts into effective design. Demonstrates the technical understanding to work across teams to deliver and sustain products and services successfully; translate end user needs into technical/functional requirements; create functional solutions and integrations; and coordinate process redesign with business units to render superior customer experience and communication. Demonstrates success in enterprise-class product implementation, customer experience, and omnichannel solutions with multi-faceted features: website, web portals, online forms, chatbot, virtual agent, contact center, mobile app, analytics, social media interfaces, google map interfaces, etc. Creativity - Addresses objectives and problems while questioning traditional assumptions/solutions to generate creative ideas and new business ways; exhibits creativity and innovation when contributing to organizational and individual goals; seeks opportunities to improve, streamline, and reinvent work processes. Project Management - Ensures support for projects and implements agency goals and strategic objectives. Analytical Thinking - Approaching a problem or situation by using a logical, systematic, sequential approach. Facilitation - Exhibits behaviors and techniques that enhance the quality of group processes. Leadership - Leads by example; demonstrates high ethical standards; remains visible and approachable and interacts with others on a regular basis; promotes a cooperative work environment, allowing others to learn from mistakes; provides motivational support and direction. Teamwork & Interpersonal Skills - Develops effective relationships with co-workers and supervisors by helping others accomplish tasks and using collaboration and conflict resolution skills. Communication Skills - Effectively conveys information and expresses thoughts and facts clearly, orally, and in writing; demonstrates effective use of listening skills and displays openness to other people's ideas and thoughts. Selection Process: The selection process will consist of an evaluation of the applicant's training and experience based on the application and responses to all the job-specific questions. You must answer all questions to be considered, or your application may be deemed incomplete and withheld from further consideration. Only those candidates whose backgrounds best match the position will be invited to proceed in the selection process. Additional phases of the selection process will consist of one or more interviews, one of which may include a practical/writing exercise. If you have questions about the duties of these positions, the selection, or the hiring processes, please contact Tram Nguyen at tramt.nguyen@sanjoseca.gov. Additional Information: Employment Eligibility: Federal law requires all employees to provide verification of their eligibility to work in this country. Please be informed that the City of San Jose will NOT sponsor, represent or sign any documents related to visa applications/transfers for H1-B or any other type of visa which requires an employer application. Please note that applications are currently not accepted through CalOpps or any other third party job board application system. This recruitment may be used to fill multiple positions in this, or other divisions or departments. If you are interested in employment in this classification, you should apply to ensure you are considered for additional opportunities that may utilize the applicants from this recruitment. Please allow adequate time to complete the application and submit before the deadline or the system may not save your application. If your online application was successfully submitted, you will receive an automatic confirmation email to the email address you provided. IF YOU DO NOT RECEIVE THE CONFIRMATION, please email CityCareers@sanjoseca.gov and we will research the status of your application. The City of San Jose offers a wide range of core health benefits including Medical, Dental, Vision, Employee Assistance Program, Life Insurance, Disability, and Savings Plans. Please visit the City's benefits page for detailed information on coverage, cost, and dependent coverage. For information on the City’s Retirement Plan(pension for full-time employees), please visit the Office of Retirement Services website . You will be able to view information based on different Sworn/Federated job classification. In additional to the benefits above, there is an additional perks site to explore further benefits of working for the City of San Jose like paid leave, educational reimbursements, and holiday pay are specific to the job classification and union membership. Closing Date/Time: Continuous
City of Tustin, CA
Tustin, California, United States
Description This recruitment is open until filled and may close at any time. The City of Tustin is seeking applicants for the position of Senior Transportation Analyst in the Engineering Division of the Public Works Department. Reporting to the Deputy Director of Public Works/City Engineer, this position performs advanced professional transportation planning and analysis work, oversees the planning of transportation projects, and supervises subordinate staff. Work requires creativity and resourcefulness to accomplish goals and objectives, and involves significant interaction with other City staff, consultant/contractor personnel and other public agencies to facilitate the development and promotion of transportation projects/programs. Judgment is required both in interpreting established policies, goals and objectives, and in applying concepts, plans and strategies which may deviate from traditional methods and practices. Selection Process: Application materials will be carefully reviewed to identify those candidates who meet the minimum qualifications for this position. Individuals who are best qualified will be invited to participate in a panel interview. All candidates who pass the panel interview will earn placement on the eligible list, which may be used for current and future vacancies in the job classification. Examples of Duties Duties may include, but are not limited to, the following: Develop and implement City transportation planning and project goals, priorities and funding strategies. Assist in developing policies, guidelines and design criteria on new projects. Review development proposals and ensure that proposals are consistent with City standards and policy direction. Oversee transportation efforts such as Capital Improvement Program (CIP) planning, funding and grant application submittals. Negotiate, coordinate and prepare funding agreements. Coordinate with other City and agency personnel. Resolve problems and clarify City positions on regional issues. Manage the most difficult and complex projects of the section. Monitor work in progress, review staff work products and provide technical assistance and guidance. Direct and participate in the analysis of conceptual construction proposals and development plan feasibility. Serve as the lead for project coordination activities. Develop project needs assessments and oversee the funding application process. Provide technical assistance on major projects and resolve issues such as CIP funding shortfalls, project scheduling conflicts and delays. Oversee the work of consultants, monitor contracts and work product related to transportation projects, and approve invoices. Monitor, coordinate and assist in developing the assigned work unit budget, as well as project budgets and expenditures. Prepare sections of the CIP budget. Identify and recommend methods to improve service delivery. Direct, prepare and/or present staff reports, status reports and technical advisory reports. Develop, maintain and implement transportation model(s); participate in land use forecasting and planning. Review and provide direction related to traffic and access studies. Provide oversight and direction to staff and consultants preparing environmental impact reports and studies. Represent the City in committee meetings, project development team meetings, workshops and with regional transportation agencies. Work with elected and appointed officials to represent City interests. Develop, negotiate, and apply interagency agreements. Respond to telephone and in-person inquiries from developers, builders, contractors, and other individuals as needed. Supervise, assign, review and participate in the work of subordinates in the assigned work unit. Assume responsibility for recommending a variety of personnel actions in such areas as performance evaluation, training, selection and disciplinary measures. Monitor and review work in progress, providing technical assistance and guidance. Minimum Qualifications A combination of education, experience, and training that has provided the necessary knowledge, skills, and abilities is required for entry into the classification. A typical combination includes: Education and/or Experience: Bachelor's degree in transportation planning, engineering, or a field related, and five (5) years of professional experience in transportation planning and analysis. Licenses and/or Certificates: Possession of a valid Class C California driver's license and an acceptable driving record. Special Requirements : Satisfactory results from a background investigation, physical examination and administrative screening. Depending on position assignment, may be required to occasionally work outside of regular work hours (e.g. evenings, holidays, and weekends) to attend meetings and work events. KNOWLEDGE, SKILLS, & ABILITIES Knowledge of: Pertinent federal, state, and local laws, codes, and regulations related transportation Department objectives, programs, policies, and procedures Principles, methods, and practices of transportation planning and analysis Basic principles, methods, and practices of municipal budgeting and finances Research methods and statistical analysis Principles of supervision, training, and performance evaluation Project management practices and techniques Principles and procedures of record keeping and reporting Standard business software including word processing, spreadsheet, and database programs Proper English usage, spelling, grammar, and punctuation Skill to: Operate modern office equipment including a personal computer and related software Operate a motor vehicle safely Ability to: Analyze and evaluate tangible and intangible data soundly and impersonally, identify alternative solutions, and formulate reasonable and effective conclusions Manage, direct, counsel, and motivate a group of employees Plan, assign, coordinate, and evaluate the work of assigned staff Interpret, explain, and apply departmental policies and procedures and pertinent federal, state, and local laws, codes, and regulations Evaluate situations, identify problems and trends, project consequences of proposed actions, and implement recommendations in support of goals Exercise sound independent judgment, decisiveness, and creativity Plan, organize, and prioritize projects and tasks in order to meet strict deadlines and adjust to changing priorities Prepare and maintain comprehensive records and prepare clear, concise, and complete technical reports, recommendations, and correspondence Plan, organize, and prioritize projects and tasks in order to meet strict deadlines Communicate ideas, concepts, and recommendations clearly and concisely, both orally and in writing Establish, maintain, and foster positive and harmonious working relationships with those contacted in the course of work Effectively represent the department and the City in meetings with governmental agencies, community groups, external organizations, and other employees Working Conditions & Physical Demands The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Demands: The employee is regularly required to sit; talk or hear, in person and by telephone; use hands to finger, handle, feel or operate standard office equipment; and reach with hands and arms. An employee is frequently required to walk and stand. Specific vision abilities required by this job include close vision and the ability to adjust focus to read and operate office equipment as necessary during the course of the work assignments. Mental Demands: While performing the duties, employees of this class are regularly required to use written and oral communication skills; read and interpret financial and statistical data, information and documents; analyze and solve problems; observe and interpret people and situations; learn and apply new information or skills; perform highly detailed work on multiple, concurrent tasks; work under intensive deadlines; and interact with staff and others encountered in the course of work. WORK ENVIRONMENT The employee works under typical office conditions and the noise level is usually quiet, below 85 decibels. Employees may be required to travel to work sites or other locations for meetings. The City of Tustin is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the City will provide reasonable accommodations to qualified individuals with disabilities. The City of Tustin offers a comprehensive compensation and benefit program that includes: FLEXIBLE BENEFIT PLAN The City provides a specific dollar amount to each employee to use toward the purchase of individual or family health coverage, dental plans, vision coverage, additional life insurance, deferred compensation, and other optional benefits. Currently, the flexible benefit amount for Employee + 2 is $2050 per month. The City contracts through CalPERS medical program (PEMHCA) which offers multiple PPO and HMO options for health insurance providers. Employees also have the choice of Delta Dental PPO or HMO plans. RETIREMENT Employees will be enrolled in a defined benefit (pension) plan with the California Public Employees Retirement System (CalPERS). CalPERS determines the retirement plan in which a new employee will be enrolled based on the individual's membership status with CalPERS or a reciprocal retirement system on the individual's first day of employment with the City. Classic CalPERS members will be enrolled in the 2% @ 60 plan, with an employee contribution of 10% (pre-tax). New CalPERS members, as defined by the Public Employees' Pension Reform Act of 2013 ("PEPRA"), will be enrolled in the 2% @ 62 plan, with an employee contribution of 6.25% (pre-tax). The City does not participate in Social Security, though participation Medicare is mandatory (1.45% employee contribution). DEFERRED COMPENSATION Employees who contribute to an IRC Section 457(b) deferred compensation account will receive a matching City contribution to an IRC Section 401(a) deferred compensation account, up to a maximum of two percent (2%) of the employee’s base salary. GENERAL LEAVE General Leave may be used for vacation and/or illness. Annual accrual amounts increase from 160 to 248 with years of service. ADMINISTRATIVE LEAVE Management employees receive up to 80 hours of Administrative Leave annually. HOLIDAYS The City has 13paid holidays per calendar year. LIFE INSURANCE Full-Time employees receive a $200,000 life insurance policy. LONG-TERM DISABILITY The Long-Term disability program provides 60% of the employees' income when the employee becomes disabled because of an illness, injury or accident. UNIFORM ALLOWANCE Deputy Police Chief and Police Captains will receive an allowance of $16.50 biweekly, up to a maximum of $429 per year for care and maintenance of City uniforms. ALTERNATIVE WORK SCHEDULE The 9/80 alternative work schedule is available for most full-time positions. RETIREE HEALTH INSURANCE Employees who retire from the City of Tustin with ten (10) years of full-time service and continue enrollment in the City's health plan are eligible for reimbursement of $350 per month toward retiree health insurance costs. Employees first hired into a benefitted position with the City of Tustin prior to July 1, 2011 are eligible for this benefit after five (5) years of service. TUITION REIMBURSEMENT After passing the probationary period, employees may request reimbursement up to a maximum of $4000 per calendar year for tuition and related expenses when attending a community college or four year university. EDUCATIONAL INCENTIVE PAY Deputy Police Chief is eligible to receive $575 per month for a Bachelor's degree and $600 per month for a Master's degree. EMPLOYEE ASSISTANCE PROGRAM Employees are enrolled in an Employee Assistance Program that provides a variety of legal and counseling services. MEDICARE All newly hired employees contribute a portion of gross salary for Medicare coverage. The employee contribution to Medicare is 1.45%. SECTION 125 MEDICAL & DEPENDENT CARE PROGRAM The section 125 program is optional for employees and provides a method to pay medical and dependent care expenses on a pre-tax basis. Closing Date/Time: Continuous
Jul 14, 2024
Full Time
Description This recruitment is open until filled and may close at any time. The City of Tustin is seeking applicants for the position of Senior Transportation Analyst in the Engineering Division of the Public Works Department. Reporting to the Deputy Director of Public Works/City Engineer, this position performs advanced professional transportation planning and analysis work, oversees the planning of transportation projects, and supervises subordinate staff. Work requires creativity and resourcefulness to accomplish goals and objectives, and involves significant interaction with other City staff, consultant/contractor personnel and other public agencies to facilitate the development and promotion of transportation projects/programs. Judgment is required both in interpreting established policies, goals and objectives, and in applying concepts, plans and strategies which may deviate from traditional methods and practices. Selection Process: Application materials will be carefully reviewed to identify those candidates who meet the minimum qualifications for this position. Individuals who are best qualified will be invited to participate in a panel interview. All candidates who pass the panel interview will earn placement on the eligible list, which may be used for current and future vacancies in the job classification. Examples of Duties Duties may include, but are not limited to, the following: Develop and implement City transportation planning and project goals, priorities and funding strategies. Assist in developing policies, guidelines and design criteria on new projects. Review development proposals and ensure that proposals are consistent with City standards and policy direction. Oversee transportation efforts such as Capital Improvement Program (CIP) planning, funding and grant application submittals. Negotiate, coordinate and prepare funding agreements. Coordinate with other City and agency personnel. Resolve problems and clarify City positions on regional issues. Manage the most difficult and complex projects of the section. Monitor work in progress, review staff work products and provide technical assistance and guidance. Direct and participate in the analysis of conceptual construction proposals and development plan feasibility. Serve as the lead for project coordination activities. Develop project needs assessments and oversee the funding application process. Provide technical assistance on major projects and resolve issues such as CIP funding shortfalls, project scheduling conflicts and delays. Oversee the work of consultants, monitor contracts and work product related to transportation projects, and approve invoices. Monitor, coordinate and assist in developing the assigned work unit budget, as well as project budgets and expenditures. Prepare sections of the CIP budget. Identify and recommend methods to improve service delivery. Direct, prepare and/or present staff reports, status reports and technical advisory reports. Develop, maintain and implement transportation model(s); participate in land use forecasting and planning. Review and provide direction related to traffic and access studies. Provide oversight and direction to staff and consultants preparing environmental impact reports and studies. Represent the City in committee meetings, project development team meetings, workshops and with regional transportation agencies. Work with elected and appointed officials to represent City interests. Develop, negotiate, and apply interagency agreements. Respond to telephone and in-person inquiries from developers, builders, contractors, and other individuals as needed. Supervise, assign, review and participate in the work of subordinates in the assigned work unit. Assume responsibility for recommending a variety of personnel actions in such areas as performance evaluation, training, selection and disciplinary measures. Monitor and review work in progress, providing technical assistance and guidance. Minimum Qualifications A combination of education, experience, and training that has provided the necessary knowledge, skills, and abilities is required for entry into the classification. A typical combination includes: Education and/or Experience: Bachelor's degree in transportation planning, engineering, or a field related, and five (5) years of professional experience in transportation planning and analysis. Licenses and/or Certificates: Possession of a valid Class C California driver's license and an acceptable driving record. Special Requirements : Satisfactory results from a background investigation, physical examination and administrative screening. Depending on position assignment, may be required to occasionally work outside of regular work hours (e.g. evenings, holidays, and weekends) to attend meetings and work events. KNOWLEDGE, SKILLS, & ABILITIES Knowledge of: Pertinent federal, state, and local laws, codes, and regulations related transportation Department objectives, programs, policies, and procedures Principles, methods, and practices of transportation planning and analysis Basic principles, methods, and practices of municipal budgeting and finances Research methods and statistical analysis Principles of supervision, training, and performance evaluation Project management practices and techniques Principles and procedures of record keeping and reporting Standard business software including word processing, spreadsheet, and database programs Proper English usage, spelling, grammar, and punctuation Skill to: Operate modern office equipment including a personal computer and related software Operate a motor vehicle safely Ability to: Analyze and evaluate tangible and intangible data soundly and impersonally, identify alternative solutions, and formulate reasonable and effective conclusions Manage, direct, counsel, and motivate a group of employees Plan, assign, coordinate, and evaluate the work of assigned staff Interpret, explain, and apply departmental policies and procedures and pertinent federal, state, and local laws, codes, and regulations Evaluate situations, identify problems and trends, project consequences of proposed actions, and implement recommendations in support of goals Exercise sound independent judgment, decisiveness, and creativity Plan, organize, and prioritize projects and tasks in order to meet strict deadlines and adjust to changing priorities Prepare and maintain comprehensive records and prepare clear, concise, and complete technical reports, recommendations, and correspondence Plan, organize, and prioritize projects and tasks in order to meet strict deadlines Communicate ideas, concepts, and recommendations clearly and concisely, both orally and in writing Establish, maintain, and foster positive and harmonious working relationships with those contacted in the course of work Effectively represent the department and the City in meetings with governmental agencies, community groups, external organizations, and other employees Working Conditions & Physical Demands The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Demands: The employee is regularly required to sit; talk or hear, in person and by telephone; use hands to finger, handle, feel or operate standard office equipment; and reach with hands and arms. An employee is frequently required to walk and stand. Specific vision abilities required by this job include close vision and the ability to adjust focus to read and operate office equipment as necessary during the course of the work assignments. Mental Demands: While performing the duties, employees of this class are regularly required to use written and oral communication skills; read and interpret financial and statistical data, information and documents; analyze and solve problems; observe and interpret people and situations; learn and apply new information or skills; perform highly detailed work on multiple, concurrent tasks; work under intensive deadlines; and interact with staff and others encountered in the course of work. WORK ENVIRONMENT The employee works under typical office conditions and the noise level is usually quiet, below 85 decibels. Employees may be required to travel to work sites or other locations for meetings. The City of Tustin is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the City will provide reasonable accommodations to qualified individuals with disabilities. The City of Tustin offers a comprehensive compensation and benefit program that includes: FLEXIBLE BENEFIT PLAN The City provides a specific dollar amount to each employee to use toward the purchase of individual or family health coverage, dental plans, vision coverage, additional life insurance, deferred compensation, and other optional benefits. Currently, the flexible benefit amount for Employee + 2 is $2050 per month. The City contracts through CalPERS medical program (PEMHCA) which offers multiple PPO and HMO options for health insurance providers. Employees also have the choice of Delta Dental PPO or HMO plans. RETIREMENT Employees will be enrolled in a defined benefit (pension) plan with the California Public Employees Retirement System (CalPERS). CalPERS determines the retirement plan in which a new employee will be enrolled based on the individual's membership status with CalPERS or a reciprocal retirement system on the individual's first day of employment with the City. Classic CalPERS members will be enrolled in the 2% @ 60 plan, with an employee contribution of 10% (pre-tax). New CalPERS members, as defined by the Public Employees' Pension Reform Act of 2013 ("PEPRA"), will be enrolled in the 2% @ 62 plan, with an employee contribution of 6.25% (pre-tax). The City does not participate in Social Security, though participation Medicare is mandatory (1.45% employee contribution). DEFERRED COMPENSATION Employees who contribute to an IRC Section 457(b) deferred compensation account will receive a matching City contribution to an IRC Section 401(a) deferred compensation account, up to a maximum of two percent (2%) of the employee’s base salary. GENERAL LEAVE General Leave may be used for vacation and/or illness. Annual accrual amounts increase from 160 to 248 with years of service. ADMINISTRATIVE LEAVE Management employees receive up to 80 hours of Administrative Leave annually. HOLIDAYS The City has 13paid holidays per calendar year. LIFE INSURANCE Full-Time employees receive a $200,000 life insurance policy. LONG-TERM DISABILITY The Long-Term disability program provides 60% of the employees' income when the employee becomes disabled because of an illness, injury or accident. UNIFORM ALLOWANCE Deputy Police Chief and Police Captains will receive an allowance of $16.50 biweekly, up to a maximum of $429 per year for care and maintenance of City uniforms. ALTERNATIVE WORK SCHEDULE The 9/80 alternative work schedule is available for most full-time positions. RETIREE HEALTH INSURANCE Employees who retire from the City of Tustin with ten (10) years of full-time service and continue enrollment in the City's health plan are eligible for reimbursement of $350 per month toward retiree health insurance costs. Employees first hired into a benefitted position with the City of Tustin prior to July 1, 2011 are eligible for this benefit after five (5) years of service. TUITION REIMBURSEMENT After passing the probationary period, employees may request reimbursement up to a maximum of $4000 per calendar year for tuition and related expenses when attending a community college or four year university. EDUCATIONAL INCENTIVE PAY Deputy Police Chief is eligible to receive $575 per month for a Bachelor's degree and $600 per month for a Master's degree. EMPLOYEE ASSISTANCE PROGRAM Employees are enrolled in an Employee Assistance Program that provides a variety of legal and counseling services. MEDICARE All newly hired employees contribute a portion of gross salary for Medicare coverage. The employee contribution to Medicare is 1.45%. SECTION 125 MEDICAL & DEPENDENT CARE PROGRAM The section 125 program is optional for employees and provides a method to pay medical and dependent care expenses on a pre-tax basis. Closing Date/Time: Continuous
City of Tacoma, WA
Tacoma, Washington, United States
Position Description The City of Tacoma’s Environmental Services Department has an exciting opportunity for an Business Systems Analyst to join the Asset Management and Technology Services Division. This Division is responsible for asset management related activities for the collection systems, pump stations, and the treatment plants. In addition, the group is responsible for the development of software applications to support the business needs of work groups throughout the Environmental Services Department. This position will play a vital role in managing various technology projects for the Department including user requirements gathering, alternatives analyses, reporting development, and end user training. The Environmental Services Department believes everything we do supports healthy neighborhoods and a thriving Puget Sound, leaving a better Tacoma for all. Our goal is to be a leader in the industry by creating cost-effective programs to sustain a high quality of life and increase customer satisfaction with innovative approaches to solid waste, wastewater, and stormwater utilities. Job Duties & Responsibilities: Process Analysis: Document existing processes and identify opportunities for improvement. Research and evaluate available technologies to assist with process improvements. Solution Development: Design, develop and maintain less complex databases. Work may include solutions using the O365 platform, SmartSheet, or other technologies. Project Management: Serve as a project manager on various technology projects for the Department. Work includes scope development with end users, schedule development and oversight, budget development and tracking, user training, and vendor coordination. Reporting: Extract data from various data systems and develop reports for users based on end user requirements. Collaborate: Contribute your ideas to the team. Present results and recommendations to peers and management. Participate in discussions in regional forums. Qualifications MINIMUM EDUCATION* Bachelor's degree in public or business administration, information technology or directly related field. MINIMUM EXPERIENCE* 4-years of progressively responsible analytical and/or functional analyst, user support or database maintenance work in area related to assignment. *Equivalency: 1 year of experience = 1 year of education DESIRABLE QUALIFICATIONS: Strong investigative and exploratory skills Ability to present technical information clearly and concisely Previous experience successfully providing project management support for technology projects Excellent writing skills Experience with SharePoint, Smartsheet, and other less complex data management solutions Experience developing reports Experience with SAP Physical Requirements and Working Conditions Positions in this class typically require: remaining in a stationary position for 90% of the time with occasional movement to access office files, machinery and similar productivity tools (standing, sitting, walking). constant operation of a computer, as well as use of a calculator, printer and similar office tools (fingering, grasping, feeling, repetitive motions. communication and the exchange of information with others (hearing, seeing, talking. occasionally exerting up to 10 pounds of force to move, transport or position objects (sedentary work. Work may also occasionally require: movement around the work place to pick up objects (stooping, walking, reaching). traversing, ascending or descending stairs, sloped terrain, or similar environments (climbing, balancing, walking). exerting up to 20 pounds of force to move, transport or position objects (light work). Telework/Remote Work The City of Tacoma is committed to fostering a workplace that is innovative and flexible, and which attracts, supports, and retains a diverse and talented workforce. This position is hybrid eligible. The successful candidate may apply for and request approval for a Telework Arrangement (up to three days per week off-site) or may work from our offices located at 326 East D Street in Tacoma, WA. Knowledge & Skills Selection Process & Supplemental Information WHY WORK FOR THE CITY? The City of Tacoma offers a generous program of employee benefits: Outstanding working conditions and an exceptional quality-of-life environment. Medical coverage for eligible employees, spouses and dependents, including children up to age 26. Vision care with VSP for employees and eligible dependents enrolled in the Regence PPO medical plan with vision benefits. Dental coverage for eligible employees and their elected dependents, including dependent children up to the age of 26. Deferred compensation allowing tax-deferred savings as authorized under Section 457 of the IRS Code. Personal time off. Paid holidays. A great pension plan. City of Tacoma Commitment to Diversity and Inclusion One of the primary goals of the Equity and Empowerment Initiative is for the City of Tacoma workforce to reflect the community it serves. We actively work to eliminate racial and other disparities and welcome candidates with diverse backgrounds and/or multicultural skill sets and experiences. Our goal is for Tacoma to be an inclusive and equitable place to live, work, and play. The City of Tacoma: With a population over 210,000, Tacoma is the third largest city in the Puget Sound region, gracing the shores of Commencement Bay. We are a diverse, progressive, international city that serves as a gateway to the Pacific Rim and the rest of the world. Named one of the most livable areas in the country by Livability.com, Tacoma and the surrounding area is a playground for outdoor and maritime enthusiasts. Our businesses are vibrant, our parks are beautiful, and our schools are exceptional. When you work for the City of Tacoma, you'll enjoy a healthy work/life balance, the potential for flexible schedules with some job classifications, continuing education programs, leadership pathways, wellness incentives and a total rewards benefits program. We welcome you to take a look at our website and discover how the City of Tacoma can make your next career move part of our combined destiny: http://www.cityoftacoma.org/ http://www.traveltacoma.com/ To be considered for this challenging and rewarding career opportunity: Interested individuals must complete the online application and attach a detailed resume and cover letter that includes major responsibilities and accomplishments related to this position. This is a competitive selection process. Your application will be reviewed and evaluated on the basis of education, certifications and related experience. Applicants who have the strongest backgrounds related to the responsibilities of this position and who most closely correspond to the City of Tacoma's needs will be placed on a referral list for review and potential interview selection. Per City of Tacoma Personnel Management Policy #170, the City of Tacoma is a drug-free work environment. Appointment is subject to passing a pre-employment background and references check. Communication from the City of Tacoma: We primarily communicate via email during the application process. Emails from cityoftacoma.org and/or governmentjobs.com must be placed on your safe domain list to ensure that you receive notifications in a timely manner. As a precaution, you may also want to check your junk email folders. The online application system requires you to enter a substantial amount of information. In order for your application materials to be considered, all information must be submitted by the closing date and time listed on this job announcement. For assistance with the NEOGOV application process, or questions regarding this job announcement, call the Human Resources office at (253) 591.5400 before 4:00 pm of the closing date of the job announcement. The City of Tacoma provides excellent medical, dental and vision plans for the whole family; paid holidays and paid leave; participation in the Tacoma Employees' Retirement System (alternate plan for Police/Fire); continuing education and advancement opportunities and a growing variety of City-sponsored health and wellness opportunities and incentives. Medical Coverage: For eligible employees and their families, including domestic partners and dependent children age26 or younger. Dental Coverage: For eligible employees and their families, including domestic partners and dependent children age26 or younger. Vision Coverage: For eligible employees and their eligible dependents. Paid Leave: City employees are entitled to received paid holidays, sick/vacation leave or personal time off (PTO), depending upon union affiliation and appointment type. Insurance Plans: Employees are covered by a long-term disability plan. Short-term and expanded long-term disability insurance plans are also available to employees. The State Industrial Insurance Act also covers employees. Deferred Compensation: Income can be set aside on a pretax basis and invested for supplementation of normal retirement income. Retirement: All employees of the City, except members of the Police and Fire services, Tacoma Rail and certain project employees, are included in the Tacoma Employees' Retirement System. Information on the Tacoma Employees' Retirement System can be found at www.cityoftacoma.org or by calling (253) 502-8200. Other Employment Information Direct Deposit: Employees are paid on a bi-weekly schedule by direct deposit. Salary Increases: Based on satisfactory job performance, the City provides for a regular progression of salary increases for most classifications according to the salary schedule. Union Affiliation: Many job classifications are covered by union security provisions which require union membership, dues, or payment of equivalent service fees. Note: The provisions of this job announcement do not constitute an expressed or implied contract. Any provision contained herein may be modified and/or revoked without notice. Closing Date/Time: 9/16/2024 5:00 PM Pacific
Aug 24, 2024
Full Time
Position Description The City of Tacoma’s Environmental Services Department has an exciting opportunity for an Business Systems Analyst to join the Asset Management and Technology Services Division. This Division is responsible for asset management related activities for the collection systems, pump stations, and the treatment plants. In addition, the group is responsible for the development of software applications to support the business needs of work groups throughout the Environmental Services Department. This position will play a vital role in managing various technology projects for the Department including user requirements gathering, alternatives analyses, reporting development, and end user training. The Environmental Services Department believes everything we do supports healthy neighborhoods and a thriving Puget Sound, leaving a better Tacoma for all. Our goal is to be a leader in the industry by creating cost-effective programs to sustain a high quality of life and increase customer satisfaction with innovative approaches to solid waste, wastewater, and stormwater utilities. Job Duties & Responsibilities: Process Analysis: Document existing processes and identify opportunities for improvement. Research and evaluate available technologies to assist with process improvements. Solution Development: Design, develop and maintain less complex databases. Work may include solutions using the O365 platform, SmartSheet, or other technologies. Project Management: Serve as a project manager on various technology projects for the Department. Work includes scope development with end users, schedule development and oversight, budget development and tracking, user training, and vendor coordination. Reporting: Extract data from various data systems and develop reports for users based on end user requirements. Collaborate: Contribute your ideas to the team. Present results and recommendations to peers and management. Participate in discussions in regional forums. Qualifications MINIMUM EDUCATION* Bachelor's degree in public or business administration, information technology or directly related field. MINIMUM EXPERIENCE* 4-years of progressively responsible analytical and/or functional analyst, user support or database maintenance work in area related to assignment. *Equivalency: 1 year of experience = 1 year of education DESIRABLE QUALIFICATIONS: Strong investigative and exploratory skills Ability to present technical information clearly and concisely Previous experience successfully providing project management support for technology projects Excellent writing skills Experience with SharePoint, Smartsheet, and other less complex data management solutions Experience developing reports Experience with SAP Physical Requirements and Working Conditions Positions in this class typically require: remaining in a stationary position for 90% of the time with occasional movement to access office files, machinery and similar productivity tools (standing, sitting, walking). constant operation of a computer, as well as use of a calculator, printer and similar office tools (fingering, grasping, feeling, repetitive motions. communication and the exchange of information with others (hearing, seeing, talking. occasionally exerting up to 10 pounds of force to move, transport or position objects (sedentary work. Work may also occasionally require: movement around the work place to pick up objects (stooping, walking, reaching). traversing, ascending or descending stairs, sloped terrain, or similar environments (climbing, balancing, walking). exerting up to 20 pounds of force to move, transport or position objects (light work). Telework/Remote Work The City of Tacoma is committed to fostering a workplace that is innovative and flexible, and which attracts, supports, and retains a diverse and talented workforce. This position is hybrid eligible. The successful candidate may apply for and request approval for a Telework Arrangement (up to three days per week off-site) or may work from our offices located at 326 East D Street in Tacoma, WA. Knowledge & Skills Selection Process & Supplemental Information WHY WORK FOR THE CITY? The City of Tacoma offers a generous program of employee benefits: Outstanding working conditions and an exceptional quality-of-life environment. Medical coverage for eligible employees, spouses and dependents, including children up to age 26. Vision care with VSP for employees and eligible dependents enrolled in the Regence PPO medical plan with vision benefits. Dental coverage for eligible employees and their elected dependents, including dependent children up to the age of 26. Deferred compensation allowing tax-deferred savings as authorized under Section 457 of the IRS Code. Personal time off. Paid holidays. A great pension plan. City of Tacoma Commitment to Diversity and Inclusion One of the primary goals of the Equity and Empowerment Initiative is for the City of Tacoma workforce to reflect the community it serves. We actively work to eliminate racial and other disparities and welcome candidates with diverse backgrounds and/or multicultural skill sets and experiences. Our goal is for Tacoma to be an inclusive and equitable place to live, work, and play. The City of Tacoma: With a population over 210,000, Tacoma is the third largest city in the Puget Sound region, gracing the shores of Commencement Bay. We are a diverse, progressive, international city that serves as a gateway to the Pacific Rim and the rest of the world. Named one of the most livable areas in the country by Livability.com, Tacoma and the surrounding area is a playground for outdoor and maritime enthusiasts. Our businesses are vibrant, our parks are beautiful, and our schools are exceptional. When you work for the City of Tacoma, you'll enjoy a healthy work/life balance, the potential for flexible schedules with some job classifications, continuing education programs, leadership pathways, wellness incentives and a total rewards benefits program. We welcome you to take a look at our website and discover how the City of Tacoma can make your next career move part of our combined destiny: http://www.cityoftacoma.org/ http://www.traveltacoma.com/ To be considered for this challenging and rewarding career opportunity: Interested individuals must complete the online application and attach a detailed resume and cover letter that includes major responsibilities and accomplishments related to this position. This is a competitive selection process. Your application will be reviewed and evaluated on the basis of education, certifications and related experience. Applicants who have the strongest backgrounds related to the responsibilities of this position and who most closely correspond to the City of Tacoma's needs will be placed on a referral list for review and potential interview selection. Per City of Tacoma Personnel Management Policy #170, the City of Tacoma is a drug-free work environment. Appointment is subject to passing a pre-employment background and references check. Communication from the City of Tacoma: We primarily communicate via email during the application process. Emails from cityoftacoma.org and/or governmentjobs.com must be placed on your safe domain list to ensure that you receive notifications in a timely manner. As a precaution, you may also want to check your junk email folders. The online application system requires you to enter a substantial amount of information. In order for your application materials to be considered, all information must be submitted by the closing date and time listed on this job announcement. For assistance with the NEOGOV application process, or questions regarding this job announcement, call the Human Resources office at (253) 591.5400 before 4:00 pm of the closing date of the job announcement. The City of Tacoma provides excellent medical, dental and vision plans for the whole family; paid holidays and paid leave; participation in the Tacoma Employees' Retirement System (alternate plan for Police/Fire); continuing education and advancement opportunities and a growing variety of City-sponsored health and wellness opportunities and incentives. Medical Coverage: For eligible employees and their families, including domestic partners and dependent children age26 or younger. Dental Coverage: For eligible employees and their families, including domestic partners and dependent children age26 or younger. Vision Coverage: For eligible employees and their eligible dependents. Paid Leave: City employees are entitled to received paid holidays, sick/vacation leave or personal time off (PTO), depending upon union affiliation and appointment type. Insurance Plans: Employees are covered by a long-term disability plan. Short-term and expanded long-term disability insurance plans are also available to employees. The State Industrial Insurance Act also covers employees. Deferred Compensation: Income can be set aside on a pretax basis and invested for supplementation of normal retirement income. Retirement: All employees of the City, except members of the Police and Fire services, Tacoma Rail and certain project employees, are included in the Tacoma Employees' Retirement System. Information on the Tacoma Employees' Retirement System can be found at www.cityoftacoma.org or by calling (253) 502-8200. Other Employment Information Direct Deposit: Employees are paid on a bi-weekly schedule by direct deposit. Salary Increases: Based on satisfactory job performance, the City provides for a regular progression of salary increases for most classifications according to the salary schedule. Union Affiliation: Many job classifications are covered by union security provisions which require union membership, dues, or payment of equivalent service fees. Note: The provisions of this job announcement do not constitute an expressed or implied contract. Any provision contained herein may be modified and/or revoked without notice. Closing Date/Time: 9/16/2024 5:00 PM Pacific
Stanislaus State
1 University Circle, Turlock, California 95382, USA
Position Summary Full-time position available on or after July 1, 2024 in University Budget Services. Under general direction, perform budget analysis work required to administer the CSU budgetary program and assist in providing consultative budget service to campus constituents. Incumbents in this classification are assigned to assist and may work with or under the guidance of Senior Budget Analysts and management. Job Duties Duties include but are not limited to: Consult with and advise responsible officials on fiscal organization, fiscal procedure, and related problems. Assist higher-level budget analysts and management with position control, labor cost distribution, and budgetary control functions. Update, track and assign positions numbers and funding chart-strings in PeopleSoft and Excel. Process test and troubleshoot Labor Cost Distribution transactions monthly. Provide information and instructions to management and employees of the CSU concerning specific phases of budgets and financial procedures. Prepare related reports and correspondence for higher-level review. Review, analyze, and develop recommendations on budgetary and related fiscal affairs of an assigned area. Analyze budget requests and perform continuous budgetary control of revenue and appropriations. Review balance sheet items in evaluating financial resources available and impact on a budgetary program. Prepare monthly and year-end closing journal entries, including systemwide transactions. Perform cash flow modeling. Manage fund balances, enterprise fund budgeting and reconciliations. Prepare related reports. Survey and investigate budget matters, including collecting information from national databases and other institutions of higher education. Analyze budget requests, including projection and revenue costs, posting of budget data to journals, registers or ledgers, and perform continuous budgetary control of appropriations. Draft text materials to summarize, analyze, and justify budget programs. Gather data and conduct studies on various problems arising in connection with financial administration. Document and maintain business processes, standards, and procedures. Conduct extensive financial data compilation, querying and drilling on large volumes of financial data. Use current computer word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems, and/or other types of records management systems. Provide initial troubleshooting of financial systems problems. Participate in the design and installation of financial systems upgrades and required testing and verification of results. Use integrated financial systems and/or other types of records management systems. Other duties as assigned. Minimum Qualifications Education : Equivalent to a bachelor's degree with a major in accounting, business administration, finance or a closely related field OR a combination of education and experience which provides the required knowledge and abilities. Experience : Two years of progressively responsible professional experience in analyzing data including one year involving duties such as preparation, justification and analysis or the control and administration of a budget or budgetary process. Preferred Qualifications Experience in a higher education or university setting. Experience in CSU or higher education budgeting or finance. Experience working with data query tools. Experience with PeopleSoft Financials and Human Resources OR similar large complex software application. Knowledge, Skills, Abilities General knowledge of financial, budgetary and accounting principles and practices. Working knowledge of the principles and practices of public finance, administrative, personnel fiscal management and cash-flow management. Working knowledge of research techniques and statistical principles and procedures. Advanced proficiency with current word processing and spreadsheet software program, web browsers, query tools, integrated financial systems and/or other types of records management systems. Familiarity with the principles of position control and budgetary alignment. Ability to define problem areas, collect data, perform preliminary analyses and make appropriate recommendations. Ability to write clear and concise analytical comments. Salary Range Anticipated salary will be $4,305 - $4,736 per month plus excellent paid benefits. Salary will depend on the qualifications of the successful finalist. (Full range: $4,305 - $8,308 per month) Compensation & Benefits Commensurate with qualifications and experience. As a member of the 23-campus CSU System, we offer an extremely competitive benefits package that includes, but is not limited to, outstanding vacation, health, dental, and vision plans; a fee waiver education program; membership in the California Public Employees Retirement System (PERS); and 15 paid holidays a year. Link to (Bargaining Unit: 9) Benefits Summary: CSU Employee Benefit Summary How to Apply To be considered, qualified candidates must submit a completed Stanislaus State online employment application, cover letter, and resumé. Applications are accepted electronically only. Please note that failure to completely fill out each section of the online application may result in your application not receiving consideration. To apply online, please click the “Apply Now” button on this page. Applications will be processed in accordance with Article 9.3 of the CSU/CSUEU Memorandum of Understanding. Preference will be given to qualified individuals currently employed at CSU Stanislaus in bargaining units 2, 5, 7, and 9 except when it is determined that it is necessary to appoint outside applicants to meet the best interest of the campus by obtaining specialized skills and abilities not available from current employees. Application Deadline OPEN UNTIL FILLED; SCREENING TO BEGIN ON OR AFTER MAY 30, 2024. (Applications received after the screening date will be considered at the discretion of the university.) Criminal Background Clearance Notice Satisfactory completion of a background check (which includes checks of employment records, education records, criminal records, civil records; and may include motor vehicle records, professional licenses, and sex offender registries, as position requires) is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position. Additional Information Campus & Area California State University, Stanislaus serves the San Joaquin Valley and is a critical educational resource for a six-county region of approximately 1.5 million people. The University is fully committed to creating a culture of diversity and inclusion - one in which every person in the University community feels safe to express their views without fear of reprisal. Widely recognized for its quality academic programs, the University has 10 nationally accredited programs and 662 faculty members. 94 percent of full-time faculty holds doctorates or terminal degrees in their fields. The University offers 43 undergraduate majors, 16 master's programs, 7 post-graduate credentials, a doctorate in education and serves more than 10,000 students. New instructional facilities have been built for the unique pedagogy of professional programs, laboratory sciences and performing arts. Stanislaus State continues to receive national recognition with its ranking as one of the best 384 colleges in the nation by The Princeton Review. The University was one of 12 public universities in the nation to be recognized by the American Association of State Colleges and Universities for demonstrating exceptional performance in retention and graduation rates. In addition, U.S. News and World Report ranks Stanislaus State in its top 10 among public universities in the West, while Washington Monthly honored Stanislaus State as the West’s No. 1 university for the money. Stanislaus State also is recognized as a Hispanic-Serving Institution (HSI) by the U.S. Department of Education. Clery Act Disclosure Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the annual security report (ASR), is now available for viewing at https://www.csustan.edu/annual-campus-security-report . The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Stanislaus State for the previous three years. A paper copy of the ASR is available upon request by contacting the office of the Clery Director located at One University Circle, Turlock, CA 95382. Equal Employment Opportunity The university is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, national origin, sex, sexual orientation, covered veteran status, or any other protected status. All qualified individuals are encouraged to apply. The person holding this position is considered a ‘mandated reporter’ under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083, revised 7/21/17, as a condition of employment. Applicants requiring necessary accommodations to the application process may contact the Human Resources Department at (209) 667-3351. California Relay Service is available at (800) 735-2922 voice and (800) 735-2929 TDD. As a federal contractor, we are committed to attracting a diverse applicant pool. Please consider completing the Voluntary Self-Identification of Disability form (your response will not be shared with the search committee) at: Voluntary Self-Identification of Disability PDF Form . CSU Stanislaus hires only individuals lawfully authorized to work in the United States. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. The CSU is a state entity whose business operations reside within the State of California. The CSU prohibits hiring employees to perform CSU-related work outside California. The individuals who appear to be the best qualified for this position will be contacted by telephone or email for an interview. INFORMATION CONTAINED IN THIS ANNOUNCEMENT MAY BE SUBJECT TO CHANGE WITHOUT NOTICE Advertised: May 15 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Jul 14, 2024
Position Summary Full-time position available on or after July 1, 2024 in University Budget Services. Under general direction, perform budget analysis work required to administer the CSU budgetary program and assist in providing consultative budget service to campus constituents. Incumbents in this classification are assigned to assist and may work with or under the guidance of Senior Budget Analysts and management. Job Duties Duties include but are not limited to: Consult with and advise responsible officials on fiscal organization, fiscal procedure, and related problems. Assist higher-level budget analysts and management with position control, labor cost distribution, and budgetary control functions. Update, track and assign positions numbers and funding chart-strings in PeopleSoft and Excel. Process test and troubleshoot Labor Cost Distribution transactions monthly. Provide information and instructions to management and employees of the CSU concerning specific phases of budgets and financial procedures. Prepare related reports and correspondence for higher-level review. Review, analyze, and develop recommendations on budgetary and related fiscal affairs of an assigned area. Analyze budget requests and perform continuous budgetary control of revenue and appropriations. Review balance sheet items in evaluating financial resources available and impact on a budgetary program. Prepare monthly and year-end closing journal entries, including systemwide transactions. Perform cash flow modeling. Manage fund balances, enterprise fund budgeting and reconciliations. Prepare related reports. Survey and investigate budget matters, including collecting information from national databases and other institutions of higher education. Analyze budget requests, including projection and revenue costs, posting of budget data to journals, registers or ledgers, and perform continuous budgetary control of appropriations. Draft text materials to summarize, analyze, and justify budget programs. Gather data and conduct studies on various problems arising in connection with financial administration. Document and maintain business processes, standards, and procedures. Conduct extensive financial data compilation, querying and drilling on large volumes of financial data. Use current computer word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems, and/or other types of records management systems. Provide initial troubleshooting of financial systems problems. Participate in the design and installation of financial systems upgrades and required testing and verification of results. Use integrated financial systems and/or other types of records management systems. Other duties as assigned. Minimum Qualifications Education : Equivalent to a bachelor's degree with a major in accounting, business administration, finance or a closely related field OR a combination of education and experience which provides the required knowledge and abilities. Experience : Two years of progressively responsible professional experience in analyzing data including one year involving duties such as preparation, justification and analysis or the control and administration of a budget or budgetary process. Preferred Qualifications Experience in a higher education or university setting. Experience in CSU or higher education budgeting or finance. Experience working with data query tools. Experience with PeopleSoft Financials and Human Resources OR similar large complex software application. Knowledge, Skills, Abilities General knowledge of financial, budgetary and accounting principles and practices. Working knowledge of the principles and practices of public finance, administrative, personnel fiscal management and cash-flow management. Working knowledge of research techniques and statistical principles and procedures. Advanced proficiency with current word processing and spreadsheet software program, web browsers, query tools, integrated financial systems and/or other types of records management systems. Familiarity with the principles of position control and budgetary alignment. Ability to define problem areas, collect data, perform preliminary analyses and make appropriate recommendations. Ability to write clear and concise analytical comments. Salary Range Anticipated salary will be $4,305 - $4,736 per month plus excellent paid benefits. Salary will depend on the qualifications of the successful finalist. (Full range: $4,305 - $8,308 per month) Compensation & Benefits Commensurate with qualifications and experience. As a member of the 23-campus CSU System, we offer an extremely competitive benefits package that includes, but is not limited to, outstanding vacation, health, dental, and vision plans; a fee waiver education program; membership in the California Public Employees Retirement System (PERS); and 15 paid holidays a year. Link to (Bargaining Unit: 9) Benefits Summary: CSU Employee Benefit Summary How to Apply To be considered, qualified candidates must submit a completed Stanislaus State online employment application, cover letter, and resumé. Applications are accepted electronically only. Please note that failure to completely fill out each section of the online application may result in your application not receiving consideration. To apply online, please click the “Apply Now” button on this page. Applications will be processed in accordance with Article 9.3 of the CSU/CSUEU Memorandum of Understanding. Preference will be given to qualified individuals currently employed at CSU Stanislaus in bargaining units 2, 5, 7, and 9 except when it is determined that it is necessary to appoint outside applicants to meet the best interest of the campus by obtaining specialized skills and abilities not available from current employees. Application Deadline OPEN UNTIL FILLED; SCREENING TO BEGIN ON OR AFTER MAY 30, 2024. (Applications received after the screening date will be considered at the discretion of the university.) Criminal Background Clearance Notice Satisfactory completion of a background check (which includes checks of employment records, education records, criminal records, civil records; and may include motor vehicle records, professional licenses, and sex offender registries, as position requires) is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position. Additional Information Campus & Area California State University, Stanislaus serves the San Joaquin Valley and is a critical educational resource for a six-county region of approximately 1.5 million people. The University is fully committed to creating a culture of diversity and inclusion - one in which every person in the University community feels safe to express their views without fear of reprisal. Widely recognized for its quality academic programs, the University has 10 nationally accredited programs and 662 faculty members. 94 percent of full-time faculty holds doctorates or terminal degrees in their fields. The University offers 43 undergraduate majors, 16 master's programs, 7 post-graduate credentials, a doctorate in education and serves more than 10,000 students. New instructional facilities have been built for the unique pedagogy of professional programs, laboratory sciences and performing arts. Stanislaus State continues to receive national recognition with its ranking as one of the best 384 colleges in the nation by The Princeton Review. The University was one of 12 public universities in the nation to be recognized by the American Association of State Colleges and Universities for demonstrating exceptional performance in retention and graduation rates. In addition, U.S. News and World Report ranks Stanislaus State in its top 10 among public universities in the West, while Washington Monthly honored Stanislaus State as the West’s No. 1 university for the money. Stanislaus State also is recognized as a Hispanic-Serving Institution (HSI) by the U.S. Department of Education. Clery Act Disclosure Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the annual security report (ASR), is now available for viewing at https://www.csustan.edu/annual-campus-security-report . The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Stanislaus State for the previous three years. A paper copy of the ASR is available upon request by contacting the office of the Clery Director located at One University Circle, Turlock, CA 95382. Equal Employment Opportunity The university is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, national origin, sex, sexual orientation, covered veteran status, or any other protected status. All qualified individuals are encouraged to apply. The person holding this position is considered a ‘mandated reporter’ under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083, revised 7/21/17, as a condition of employment. Applicants requiring necessary accommodations to the application process may contact the Human Resources Department at (209) 667-3351. California Relay Service is available at (800) 735-2922 voice and (800) 735-2929 TDD. As a federal contractor, we are committed to attracting a diverse applicant pool. Please consider completing the Voluntary Self-Identification of Disability form (your response will not be shared with the search committee) at: Voluntary Self-Identification of Disability PDF Form . CSU Stanislaus hires only individuals lawfully authorized to work in the United States. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. The CSU is a state entity whose business operations reside within the State of California. The CSU prohibits hiring employees to perform CSU-related work outside California. The individuals who appear to be the best qualified for this position will be contacted by telephone or email for an interview. INFORMATION CONTAINED IN THIS ANNOUNCEMENT MAY BE SUBJECT TO CHANGE WITHOUT NOTICE Advertised: May 15 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Solano County, CA
Fairfield, California, United States
SOLANO COUNTY - COUNTY ADMINISTRATOR’S OFFICE The mission of the County Administrator’s Office is to manage and coordinate all county government operations and other public policy program activities as required by federal, state and local law, and as directed by the Board of Supervisors in order to provide innovative, effective and fiscally responsible services to the people of Solano County. The Office of the County Administrator: Represents the Board in the County’s intergovernmental relations and performs general administrative duties. Reviews and monitors County structure, programs, services and budgets, and makes recommendations for reorganizations, funding and positions necessary to conduct Departmental functions. Plans, monitors and oversees County operations assuring that Board policies are carried out in an efficient, cost-effective and service oriented manner. Click here to learn more about Solano County’s County Administrator’s Office THE POSITION A Management Analyst provides management support and serves as a liaison between assigned County departments, County Administrative Office, and the Solano County Board of Supervisors by reviewing and analyzing budget requests, expenditures, agenda items, contracts, and other items requiring approval or concurrence by County Administrative Office or Board of Supervisors. The Analyst is also responsible for monitoring programmatic, personnel, and fiscal activities of assigned County departments. Analysts provide consultation to departments and information to the Board and County management team on a broad range of issues. This position reports to the Assistant County Administrator who supports the County Administrator in her efforts to lead the County organization, and works in a team environment with other analysts and the budget officer to produce budgets, agenda reports, and policy reports for the County. This is an at-will position, exempt from civil service and serves at the discretion of the appointing authority. THE IDEAL CANDIDATE The ideal candidate for this position should have a positive outlook, able to work in a fast-paced environment and be adept at managing multiple priorities in a fluid and continuously evolving government operation. And, the individual should demonstrate experience in the following and exhibit the following characteristics: £ Familiarity with county government services; £ Participating in management, policy, and fiscal matters with county-level, agency-wide, and intergovernmental impact on state, county, city, or special district; £ Leading a team, or teams, of analysts and support staff; £ Developing, analyzing, and monitoring the agency budget and fiscal matters; £ Strong technical skills, and an ability to identify challenges or problems and conceive of analytical strategies to work towards solutions; £ Strategic thinking and planning with a vision balanced with realism; £ Outstanding written and oral communication skills; and £ Honesty, integrity, diplomacy, patience, a strong work ethic, and a sense of humor. EDUCATION AND/OR EXPERIENCE REQUIREMENTS Management Analyst (Journey): $8,711.14 - $10,588.45/month Experience: Four (4) years of work experience in the public sector involving fiscal operations, budget development, financial/budget analysis, legislative analysis, operational management, and general management of various County functions; AND Education: Bachelor’s degree from an accredited college or university, preferably in business administration, public administration, political science, economics or a closely related field. Management Analyst (Senior): $10,016.84 - $12,175.53/month Experience: Five (5) years of work experience in the public sector involving fiscal operations and analysis, budget development, financial/budget analysis, legislative analysis, operational management, and general management of various county functions; AND Education: Bachelor’s degree from an accredited college or university, preferably in business administration, public administration, economics, political science, or a closely related field . To view the job descriptions for this position, please visit: Management Analyst (Journey) Management Analyst (Senior) SELECTION PROCESS 03/04/24 - 5:00PM PT Deadline to submit application and required documents for first application review. Based on the information provided in the application documents, the qualified applicants may be invited for further examination and will either be pre-scheduled by the Department of Human Resources or be invited to self-schedule. All applicants meeting the minimum qualifications are not guaranteed advancement through any subsequent phase of the examination. Depending upon the number of applications received, the selection process may consist of an initial application screening, a mandatory information meeting, a supplemental questionnaire assessment, a written and/or practical exam, an oral board exam, or any combination listed. Responses to supplemental questions may be used as screening and testing mechanisms and will be used to assess an applicant’s ability to advance in the process; as such, responses to supplemental questions should be treated as test examination responses. Information contained herein does not constitute either an expressed or implied contract. All potential new hires and employees considered for promotion to management, confidential positions or unrepresented positions will be subject to a background and reference check after contingent job offer is accepted. These provisions are subject to change. RETIREES - Solano County invites all qualified candidates to apply for positions; however pursuant to Government Code Section 21221(h) and 21224, hiring restrictions may apply to California Public Sector Pension Plan Retirees. HOW TO APPLY Applications must be submitted through the NEOGOV system. Paper copies of applications are not accepted. All additional application materials as requested in the job announcement (degree/transcripts, certificates, DD-214 if applicable, ADA Accommodation Request) must be submitted by the review deadline. Previously submitted application materials (e.g., copies of diploma and/or transcripts, etc.) for prior recruitments will not be applied for this recruitment but must be re-submitted for this recruitment. Any further questions can be directed to the Department of Human Resources at (707) 784-6170, business hours are Monday-Friday, 8:00 a.m.-5:00 p.m. EOE/AA. Please note that all dates/times listed in the job announcement are Pacific Time. DOCUMENT SUBMITTAL REQUIREMENTS All candidates must submit a copy of their college diploma (verifying the degree, date earned and area of specialization) or official/unofficial transcripts (verifying institution, student, date, degree and area of specialization conferred) by the final filing deadline. Candidates who fail to submit their diploma or transcripts by the final filing date will be disqualified from the recruitment. PLEASE NOTE THE FOLLOWING: Candidates who attended a college or university that is accredited by a foreign or non-U.S. accrediting agency must have their educational units evaluated by an educational evaluation service. The result must be submitted to the Human Resources Department no later than the close of the recruitment. Please contact the local college or university to learn where this service can be obtained. How to Submit Your Documents In addition to uploading attachments when applying online, candidates may submit documents by fax to (707) 784-3424, or by email to recruitment@solanocounty.com . Be sure to include the recruitment title (Management Analyst (Journey/Senior) DOQ) and the recruitment number (24-103010-01) in your email or fax. AMERICANS WITH DISABILITIES ACT It is the policy of Solano County that all employment decisions and personnel policies will be applied equally to all County employees and applicants and be based upon the needs of County service, job related merit, and ability to perform the job. APPLICANTS WITH DISABILITIES: Qualified individuals with a disability, who are able to perform the essential functions of the job, with or without reasonable accommodation, and need an accommodation during any phase of the recruitment/testing/examination process (as detailed in the “Selection Process”), must complete the following Request for Testing Accommodation by Applicants with Disabilities form: http://www.solanocounty.com/civicax/filebank/blobdload.aspx?BlobID=23215 . This form must be received in the Human Resources Department by the final filing date of the recruitment. Applicants will be contacted to discuss the specifics of the request. We offer a benefits package to employees which includes health care, dental, vision, retirement, deferred compensation plans, flexible spending accounts, life insurance, holidays, vacation, and sick leave. To learn more, view our benefits summary . Closing Date/Time: Continuous
Jul 14, 2024
Full Time
SOLANO COUNTY - COUNTY ADMINISTRATOR’S OFFICE The mission of the County Administrator’s Office is to manage and coordinate all county government operations and other public policy program activities as required by federal, state and local law, and as directed by the Board of Supervisors in order to provide innovative, effective and fiscally responsible services to the people of Solano County. The Office of the County Administrator: Represents the Board in the County’s intergovernmental relations and performs general administrative duties. Reviews and monitors County structure, programs, services and budgets, and makes recommendations for reorganizations, funding and positions necessary to conduct Departmental functions. Plans, monitors and oversees County operations assuring that Board policies are carried out in an efficient, cost-effective and service oriented manner. Click here to learn more about Solano County’s County Administrator’s Office THE POSITION A Management Analyst provides management support and serves as a liaison between assigned County departments, County Administrative Office, and the Solano County Board of Supervisors by reviewing and analyzing budget requests, expenditures, agenda items, contracts, and other items requiring approval or concurrence by County Administrative Office or Board of Supervisors. The Analyst is also responsible for monitoring programmatic, personnel, and fiscal activities of assigned County departments. Analysts provide consultation to departments and information to the Board and County management team on a broad range of issues. This position reports to the Assistant County Administrator who supports the County Administrator in her efforts to lead the County organization, and works in a team environment with other analysts and the budget officer to produce budgets, agenda reports, and policy reports for the County. This is an at-will position, exempt from civil service and serves at the discretion of the appointing authority. THE IDEAL CANDIDATE The ideal candidate for this position should have a positive outlook, able to work in a fast-paced environment and be adept at managing multiple priorities in a fluid and continuously evolving government operation. And, the individual should demonstrate experience in the following and exhibit the following characteristics: £ Familiarity with county government services; £ Participating in management, policy, and fiscal matters with county-level, agency-wide, and intergovernmental impact on state, county, city, or special district; £ Leading a team, or teams, of analysts and support staff; £ Developing, analyzing, and monitoring the agency budget and fiscal matters; £ Strong technical skills, and an ability to identify challenges or problems and conceive of analytical strategies to work towards solutions; £ Strategic thinking and planning with a vision balanced with realism; £ Outstanding written and oral communication skills; and £ Honesty, integrity, diplomacy, patience, a strong work ethic, and a sense of humor. EDUCATION AND/OR EXPERIENCE REQUIREMENTS Management Analyst (Journey): $8,711.14 - $10,588.45/month Experience: Four (4) years of work experience in the public sector involving fiscal operations, budget development, financial/budget analysis, legislative analysis, operational management, and general management of various County functions; AND Education: Bachelor’s degree from an accredited college or university, preferably in business administration, public administration, political science, economics or a closely related field. Management Analyst (Senior): $10,016.84 - $12,175.53/month Experience: Five (5) years of work experience in the public sector involving fiscal operations and analysis, budget development, financial/budget analysis, legislative analysis, operational management, and general management of various county functions; AND Education: Bachelor’s degree from an accredited college or university, preferably in business administration, public administration, economics, political science, or a closely related field . To view the job descriptions for this position, please visit: Management Analyst (Journey) Management Analyst (Senior) SELECTION PROCESS 03/04/24 - 5:00PM PT Deadline to submit application and required documents for first application review. Based on the information provided in the application documents, the qualified applicants may be invited for further examination and will either be pre-scheduled by the Department of Human Resources or be invited to self-schedule. All applicants meeting the minimum qualifications are not guaranteed advancement through any subsequent phase of the examination. Depending upon the number of applications received, the selection process may consist of an initial application screening, a mandatory information meeting, a supplemental questionnaire assessment, a written and/or practical exam, an oral board exam, or any combination listed. Responses to supplemental questions may be used as screening and testing mechanisms and will be used to assess an applicant’s ability to advance in the process; as such, responses to supplemental questions should be treated as test examination responses. Information contained herein does not constitute either an expressed or implied contract. All potential new hires and employees considered for promotion to management, confidential positions or unrepresented positions will be subject to a background and reference check after contingent job offer is accepted. These provisions are subject to change. RETIREES - Solano County invites all qualified candidates to apply for positions; however pursuant to Government Code Section 21221(h) and 21224, hiring restrictions may apply to California Public Sector Pension Plan Retirees. HOW TO APPLY Applications must be submitted through the NEOGOV system. Paper copies of applications are not accepted. All additional application materials as requested in the job announcement (degree/transcripts, certificates, DD-214 if applicable, ADA Accommodation Request) must be submitted by the review deadline. Previously submitted application materials (e.g., copies of diploma and/or transcripts, etc.) for prior recruitments will not be applied for this recruitment but must be re-submitted for this recruitment. Any further questions can be directed to the Department of Human Resources at (707) 784-6170, business hours are Monday-Friday, 8:00 a.m.-5:00 p.m. EOE/AA. Please note that all dates/times listed in the job announcement are Pacific Time. DOCUMENT SUBMITTAL REQUIREMENTS All candidates must submit a copy of their college diploma (verifying the degree, date earned and area of specialization) or official/unofficial transcripts (verifying institution, student, date, degree and area of specialization conferred) by the final filing deadline. Candidates who fail to submit their diploma or transcripts by the final filing date will be disqualified from the recruitment. PLEASE NOTE THE FOLLOWING: Candidates who attended a college or university that is accredited by a foreign or non-U.S. accrediting agency must have their educational units evaluated by an educational evaluation service. The result must be submitted to the Human Resources Department no later than the close of the recruitment. Please contact the local college or university to learn where this service can be obtained. How to Submit Your Documents In addition to uploading attachments when applying online, candidates may submit documents by fax to (707) 784-3424, or by email to recruitment@solanocounty.com . Be sure to include the recruitment title (Management Analyst (Journey/Senior) DOQ) and the recruitment number (24-103010-01) in your email or fax. AMERICANS WITH DISABILITIES ACT It is the policy of Solano County that all employment decisions and personnel policies will be applied equally to all County employees and applicants and be based upon the needs of County service, job related merit, and ability to perform the job. APPLICANTS WITH DISABILITIES: Qualified individuals with a disability, who are able to perform the essential functions of the job, with or without reasonable accommodation, and need an accommodation during any phase of the recruitment/testing/examination process (as detailed in the “Selection Process”), must complete the following Request for Testing Accommodation by Applicants with Disabilities form: http://www.solanocounty.com/civicax/filebank/blobdload.aspx?BlobID=23215 . This form must be received in the Human Resources Department by the final filing date of the recruitment. Applicants will be contacted to discuss the specifics of the request. We offer a benefits package to employees which includes health care, dental, vision, retirement, deferred compensation plans, flexible spending accounts, life insurance, holidays, vacation, and sick leave. To learn more, view our benefits summary . Closing Date/Time: Continuous
Cal State University (CSU) LA
5151 State University Drive, Los Angeles, CA 90032, USA
Job No: 538597; 5/6/2024 BUDGET OFFICE ASSISTANT Accountant I Public Safety Salary Range : $4,241 - $7,946 /Monthly (Salary will be prorated according to time base) Work Schedule : Part-Time (30 hours), Monday - Friday, 9:00 a.m. to 3:30 p.m.; temporary appointment expires on or before June 30, 2025. Appointment may be extended/may become permanent; non-exempt classification. Essential Functions : Under the general supervision of the Senior Budget Analyst, the Budget Office Assistant will provide fiscal support to the Department of Public Safety budgets which includes Police, Parking, Transportation, Lock shop, Security Camera Shop, and Emergency Preparedness. The incumbent will: record financial transactions; prepare invoices for payment; submit purchase requisitions; post data to various internal records/files; verify and reconcile payments received; assign transaction codes; and maintain internal financial records. Incumbent will assist in the reconciliation of the PS financial reports to the department's various internal records, files, and systems; interact and communicate with vendors regarding invoices, payments, and other financial transactions. Incumbent will: assist with special projects, special events chargebacks, quarterly and year-end financial assessments, and related research projects; and assist with monthly audits for parking payroll deductions. The incumbent may perform routine clerical functions such as data entry, answering phones, filing, and providing technical assistance to other employees. Required Qualifications & Experience : Equivalent to a bachelor’s degree from an accredited four-year college or university with a major in accounting, business administration or a combination of education and experience. General knowledge of (GAAP)Generally Accepted Accounting Principles, mathematical and general office methods, procedures, and practices. Incumbent must have the ability to: understand and interpret university policies and regulations; use integrated financial systems and/or records management systems such as CashNet, PeopleSoft, CMS, FDW and AIMS; review financial documents for accuracy, completeness, validity, and adherence to basic accounting standards; compute and post numbers accurately; maintain files and records; identify, trace and correct errors; interpret and apply written rules and regulations; establish effective working relationships with others; and exercise tact, courtesy and good judgment in responding to others. The incumbent must have a demonstrated interest and/or ability in working in a multicultural/multiethnic environment. A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who may apply for the position. California State University, Los Angeles, as part of the CSU system, is a State of California Employer. As such, the University requires all employees upon 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. Desired Qualifications : Ability to interface and communicate effectively with diverse community. Ability to work independently and make reasonable decisions with limited supervision. Closing Date : Review of applications will continue until the position is filled; however, the position may close when an adequate number of qualified applications are received. A COMPLETED ON-LINE CAL STATE LA EMPLOYMENT APPLICATION IS REQUIRED. RESUMES WILL NOT BE ACCEPTED IN LIEU OF A COMPLETED APPLICATION. The person holding this position is considered a "mandated reporter" under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 revised July 21, 2017, as a condition of employment. In addition to meeting fully its obligations under federal and state law, California State University, Los Angeles is committed to creating a community in which a diverse population can live and work in an atmosphere of tolerance, civility and respect for the rights and sensibilities of each individual. To that end, all qualified individuals will receive equal consideration without regard to economic status, race, ethnicity, color, religion, disability, national origin or cultural background, political views, sex or sexual orientation, gender, or other personal characteristics or beliefs. Candidates must demonstrate ability and/or interest in working in a multicultural/multiethnic environment. Certain positions require fingerprinting. The University actively encourages qualified minorities, women and persons with a disability to apply. Upon request, reasonable accommodation will be provided to individuals with protected disabilities to (a) complete the employment process and (b) perform essential job functions when this does not cause an undue hardship. We are an Equal Opportunity/Title IX Employer. To obtain employment information for the impaired call: TDD Line (323) 343-3670 24-hour Dial-A-Job Line (323) 343-3678 Advertised: Jul 26 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Jul 27, 2024
Job No: 538597; 5/6/2024 BUDGET OFFICE ASSISTANT Accountant I Public Safety Salary Range : $4,241 - $7,946 /Monthly (Salary will be prorated according to time base) Work Schedule : Part-Time (30 hours), Monday - Friday, 9:00 a.m. to 3:30 p.m.; temporary appointment expires on or before June 30, 2025. Appointment may be extended/may become permanent; non-exempt classification. Essential Functions : Under the general supervision of the Senior Budget Analyst, the Budget Office Assistant will provide fiscal support to the Department of Public Safety budgets which includes Police, Parking, Transportation, Lock shop, Security Camera Shop, and Emergency Preparedness. The incumbent will: record financial transactions; prepare invoices for payment; submit purchase requisitions; post data to various internal records/files; verify and reconcile payments received; assign transaction codes; and maintain internal financial records. Incumbent will assist in the reconciliation of the PS financial reports to the department's various internal records, files, and systems; interact and communicate with vendors regarding invoices, payments, and other financial transactions. Incumbent will: assist with special projects, special events chargebacks, quarterly and year-end financial assessments, and related research projects; and assist with monthly audits for parking payroll deductions. The incumbent may perform routine clerical functions such as data entry, answering phones, filing, and providing technical assistance to other employees. Required Qualifications & Experience : Equivalent to a bachelor’s degree from an accredited four-year college or university with a major in accounting, business administration or a combination of education and experience. General knowledge of (GAAP)Generally Accepted Accounting Principles, mathematical and general office methods, procedures, and practices. Incumbent must have the ability to: understand and interpret university policies and regulations; use integrated financial systems and/or records management systems such as CashNet, PeopleSoft, CMS, FDW and AIMS; review financial documents for accuracy, completeness, validity, and adherence to basic accounting standards; compute and post numbers accurately; maintain files and records; identify, trace and correct errors; interpret and apply written rules and regulations; establish effective working relationships with others; and exercise tact, courtesy and good judgment in responding to others. The incumbent must have a demonstrated interest and/or ability in working in a multicultural/multiethnic environment. A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who may apply for the position. California State University, Los Angeles, as part of the CSU system, is a State of California Employer. As such, the University requires all employees upon 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. Desired Qualifications : Ability to interface and communicate effectively with diverse community. Ability to work independently and make reasonable decisions with limited supervision. Closing Date : Review of applications will continue until the position is filled; however, the position may close when an adequate number of qualified applications are received. A COMPLETED ON-LINE CAL STATE LA EMPLOYMENT APPLICATION IS REQUIRED. RESUMES WILL NOT BE ACCEPTED IN LIEU OF A COMPLETED APPLICATION. The person holding this position is considered a "mandated reporter" under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 revised July 21, 2017, as a condition of employment. In addition to meeting fully its obligations under federal and state law, California State University, Los Angeles is committed to creating a community in which a diverse population can live and work in an atmosphere of tolerance, civility and respect for the rights and sensibilities of each individual. To that end, all qualified individuals will receive equal consideration without regard to economic status, race, ethnicity, color, religion, disability, national origin or cultural background, political views, sex or sexual orientation, gender, or other personal characteristics or beliefs. Candidates must demonstrate ability and/or interest in working in a multicultural/multiethnic environment. Certain positions require fingerprinting. The University actively encourages qualified minorities, women and persons with a disability to apply. Upon request, reasonable accommodation will be provided to individuals with protected disabilities to (a) complete the employment process and (b) perform essential job functions when this does not cause an undue hardship. We are an Equal Opportunity/Title IX Employer. To obtain employment information for the impaired call: TDD Line (323) 343-3670 24-hour Dial-A-Job Line (323) 343-3678 Advertised: Jul 26 2024 Pacific Daylight Time Applications close: Closing Date/Time:
CSU, Sacramento
6000 J Street, Sacramento, CA 95819, USA
Working Title: Budget Director Classification Title: Administrator II Posting Details: Priority Application Deadline (Posting will remain open until filled): Wednesday, August 7, 2024 @ 11:55pm PST Position Summary: Budget Planning and Administration (BPA) is responsible for the preparation and administration of the University budget. Responsibilities include planning and resource analysis to improve the allocation and use of resources, and developing and implementing fiscal control policies, procedures, and systems. The unit is the primary source for budgetary information and provides professional assistance and advice to campus administration and campus divisions relating to budgetary and other fiscal matters. BPA is also responsible for position management and processing the monthly university payroll data through the Labor Cost Distribution (LCD) module and for the monitoring, analysis, and reconciliation of the payroll to the appropriate accounts in the General Ledger. Responsibilities include input, analysis, testing, and maintenance of the PeopleSoft Position Management and Labor Cost Distribution modules. BPA consists of one Associate Vice President, one Budget Director, one (1) senior finance budget analyst, and three (3) budget analysts. The Budget Director (Administrator II) reports directly to the Associate Vice President for BPA, and under general direction is responsible for leading and participating in a full range of budget administration tasks including budget development, position management, resource allocation, fiscal projections, and year-end reporting. The position is responsible for meeting deadlines, improving processes, and recommending policy changes, and requires the application of theories, principles, and practices of budgeting. Incumbent must have the ability to analyze unique funding and process issues and to consider, develop, and recommend viable alternatives. FLSA : Exempt (Not eligible for overtime compensation) Anticipated Hiring Range : $10,500 per month to $11,000 per month; commensurate with the candidate's education, experience, skills, and training. CSU Classification Salary Range : $4,812 per month to $15,449 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 : At-Will Time Base : Full-Time Work Hours : Monday - Friday, 8:00 am - 5:00 pm, Partial telework schedule may be available after training period, subject to management approval. Department Information Budget Planning & Administration (BPA) supports the campus by estimating and allocating the fiscal resources needed by divisions and programs working to achieve student success and implement imperatives. In collaboration with the President's Budget Advisory Committee, BPA facilities a transparent budget development process that considers and makes funding recommendations for the upcoming fiscal year. More specifically, the BPA team analyzes historical and anticipated expenditures, prepares various expense and funding scenarios, and documents budget decisions. BPA also allocates funds in alignment with the approved budget and as received by the Chancellor’s Office, monitors expenses and fund balances throughout the year, and effectuates fund transfers as needed and requested by divisions. In addition, BPA serves as a resource across the campus to analyze and make recommendations on the fiscal impact of decisions, such as developing pro-formas for capital projects, analyzing changes to Category IV and V fees, reviewing the fiscal health of auxiliaries and self-support organizations, and managing position changes. https://www.csus.edu/administration-business-affairs/budget-planning/ Required Qualifications Education/Experience: Bachelor’s degree from an accredited college or university, in Accounting, Finance, Public Administration, or a closely related field, or eight (8) years progressive work experience in the field of budgeting, including experience leading or taking a significant role in developing, monitoring, and reporting an annual budget for a public institution. A minimum of five (5) years of progressive work experience in the field of Budgeting including experience leading or taking a significant role in developing, monitoring, and reporting an annual budget for a public institution. Experience working with a diverse group of stakeholders. Advanced experience using computerized financial systems, complex spreadsheets, databases, and query tools. Knowledge/Skills/Abilities: Demonstrated knowledge of the techniques, methods, and procedures used in the preparation, analysis, and administration of a multi-million dollar budget in a fund accounting system, and of the role of a budget plan and the importance of working within an organizational structure. Demonstrated significant technical and administrative experience involving budgetary planning and development, financial analysis and administration of a large organization. Ability to analyze, evaluate and communicate complex, sensitive financial data. Demonstrated knowledge interpreting complex personnel related policies and procedures. Ability to handle sensitive personnel issues with confidentiality. Ability to analyze and address personnel problems using reasoning, interpretation, and application of theories and principles to develop and recommend alternatives and courses of action, and to apply judgment and discretion reflective of thorough knowledge of policies and procedures. Experience supervising staff and have the ability to provide project leadership and to represent the division. Demonstrated ability to exercise independent judgment to resolve unexpected or unprecedented situations. Demonstrated ability to provide leadership and work collaboratively to meet the mission/goals of the University. Ability to understand and evaluate complex problems from a future-oriented and broadly interactive perspective and to readily develop proactive solutions that integrate strategic goals into tactical operations. Excellent interpersonal and communication skills including the ability to work collaboratively to build consensus, to achieve goals and objectives, and to resolve difficult situations. Ability to work collaboratively as a member of a leadership team and to establish and maintain effective communication and working relationships with university and division constituencies. Position may occasionally require attendance at off-site locations. Preferred Qualifications Experience in position management and position-based budgeting. Experience working at Sacramento State, the California State University system, or in higher education. Experience working with PeopleSoft/Oracle Financial Systems. Conditions Of Employment Ability to pass background check Documents Needed to Apply (3) Resume Cover Letter Responses to Supplemental Questions Applicants will respond to the following supplemental questions: Please describe how your education, training, and experience qualifies you for this position. Please refer to the duty statement and the desirable qualifications. Describe your experience cultivating collaborative working relationships with external partners. Provide specific examples. Responses should be typed, no more than two pages, using 12 pt font. Failure to upload required documentation may result in disqualification. About Sacramento 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 is a Hispanic and AANAPISI serving institution with about 31,000 students coming not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1,800 faculty and 1,500 staff are committed to meeting our mission: “As California’s capital university, we transform lives by preparing students to lead, serve, and succeed. Sacramento State will be a welcoming, caring, and inclusive leader in education, innovation, and engagement.” As the regional hub of higher education, Sacramento State is dedicated to learning and student success ; teaching, research, scholarship and creative activity ; justice, diversity, equity and inclusion ; resource development and sustainability ; dedicated community engagement , and wellness and 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. 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 (Clery 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, emergency preparedness and evacuation information, 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 from the Office of Clery Compliance & Training by emailing clery@csus.edu . Under the Clery Act, this position may be designated as a Campus Security Authority (CSA) depending upon the role on campus and/or job duties. If this position is identified by the Director of Clery Compliance & Training as a CSA position, you will be notified via email and will be assigned the appropriate training in CSU Learn. 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. COVID19 Vaccination Policy Effective May 2023, 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 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. Eligibility Verification Candidate must furnish proof of eligibility to work in the U.S. California State University, Sacramento is not a sponsoring agency for staff and management positions (ie. H-1-B Visa). Note to Applicants: Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement. Advertised: Jul 24 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Jul 25, 2024
Working Title: Budget Director Classification Title: Administrator II Posting Details: Priority Application Deadline (Posting will remain open until filled): Wednesday, August 7, 2024 @ 11:55pm PST Position Summary: Budget Planning and Administration (BPA) is responsible for the preparation and administration of the University budget. Responsibilities include planning and resource analysis to improve the allocation and use of resources, and developing and implementing fiscal control policies, procedures, and systems. The unit is the primary source for budgetary information and provides professional assistance and advice to campus administration and campus divisions relating to budgetary and other fiscal matters. BPA is also responsible for position management and processing the monthly university payroll data through the Labor Cost Distribution (LCD) module and for the monitoring, analysis, and reconciliation of the payroll to the appropriate accounts in the General Ledger. Responsibilities include input, analysis, testing, and maintenance of the PeopleSoft Position Management and Labor Cost Distribution modules. BPA consists of one Associate Vice President, one Budget Director, one (1) senior finance budget analyst, and three (3) budget analysts. The Budget Director (Administrator II) reports directly to the Associate Vice President for BPA, and under general direction is responsible for leading and participating in a full range of budget administration tasks including budget development, position management, resource allocation, fiscal projections, and year-end reporting. The position is responsible for meeting deadlines, improving processes, and recommending policy changes, and requires the application of theories, principles, and practices of budgeting. Incumbent must have the ability to analyze unique funding and process issues and to consider, develop, and recommend viable alternatives. FLSA : Exempt (Not eligible for overtime compensation) Anticipated Hiring Range : $10,500 per month to $11,000 per month; commensurate with the candidate's education, experience, skills, and training. CSU Classification Salary Range : $4,812 per month to $15,449 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 : At-Will Time Base : Full-Time Work Hours : Monday - Friday, 8:00 am - 5:00 pm, Partial telework schedule may be available after training period, subject to management approval. Department Information Budget Planning & Administration (BPA) supports the campus by estimating and allocating the fiscal resources needed by divisions and programs working to achieve student success and implement imperatives. In collaboration with the President's Budget Advisory Committee, BPA facilities a transparent budget development process that considers and makes funding recommendations for the upcoming fiscal year. More specifically, the BPA team analyzes historical and anticipated expenditures, prepares various expense and funding scenarios, and documents budget decisions. BPA also allocates funds in alignment with the approved budget and as received by the Chancellor’s Office, monitors expenses and fund balances throughout the year, and effectuates fund transfers as needed and requested by divisions. In addition, BPA serves as a resource across the campus to analyze and make recommendations on the fiscal impact of decisions, such as developing pro-formas for capital projects, analyzing changes to Category IV and V fees, reviewing the fiscal health of auxiliaries and self-support organizations, and managing position changes. https://www.csus.edu/administration-business-affairs/budget-planning/ Required Qualifications Education/Experience: Bachelor’s degree from an accredited college or university, in Accounting, Finance, Public Administration, or a closely related field, or eight (8) years progressive work experience in the field of budgeting, including experience leading or taking a significant role in developing, monitoring, and reporting an annual budget for a public institution. A minimum of five (5) years of progressive work experience in the field of Budgeting including experience leading or taking a significant role in developing, monitoring, and reporting an annual budget for a public institution. Experience working with a diverse group of stakeholders. Advanced experience using computerized financial systems, complex spreadsheets, databases, and query tools. Knowledge/Skills/Abilities: Demonstrated knowledge of the techniques, methods, and procedures used in the preparation, analysis, and administration of a multi-million dollar budget in a fund accounting system, and of the role of a budget plan and the importance of working within an organizational structure. Demonstrated significant technical and administrative experience involving budgetary planning and development, financial analysis and administration of a large organization. Ability to analyze, evaluate and communicate complex, sensitive financial data. Demonstrated knowledge interpreting complex personnel related policies and procedures. Ability to handle sensitive personnel issues with confidentiality. Ability to analyze and address personnel problems using reasoning, interpretation, and application of theories and principles to develop and recommend alternatives and courses of action, and to apply judgment and discretion reflective of thorough knowledge of policies and procedures. Experience supervising staff and have the ability to provide project leadership and to represent the division. Demonstrated ability to exercise independent judgment to resolve unexpected or unprecedented situations. Demonstrated ability to provide leadership and work collaboratively to meet the mission/goals of the University. Ability to understand and evaluate complex problems from a future-oriented and broadly interactive perspective and to readily develop proactive solutions that integrate strategic goals into tactical operations. Excellent interpersonal and communication skills including the ability to work collaboratively to build consensus, to achieve goals and objectives, and to resolve difficult situations. Ability to work collaboratively as a member of a leadership team and to establish and maintain effective communication and working relationships with university and division constituencies. Position may occasionally require attendance at off-site locations. Preferred Qualifications Experience in position management and position-based budgeting. Experience working at Sacramento State, the California State University system, or in higher education. Experience working with PeopleSoft/Oracle Financial Systems. Conditions Of Employment Ability to pass background check Documents Needed to Apply (3) Resume Cover Letter Responses to Supplemental Questions Applicants will respond to the following supplemental questions: Please describe how your education, training, and experience qualifies you for this position. Please refer to the duty statement and the desirable qualifications. Describe your experience cultivating collaborative working relationships with external partners. Provide specific examples. Responses should be typed, no more than two pages, using 12 pt font. Failure to upload required documentation may result in disqualification. About Sacramento 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 is a Hispanic and AANAPISI serving institution with about 31,000 students coming not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1,800 faculty and 1,500 staff are committed to meeting our mission: “As California’s capital university, we transform lives by preparing students to lead, serve, and succeed. Sacramento State will be a welcoming, caring, and inclusive leader in education, innovation, and engagement.” As the regional hub of higher education, Sacramento State is dedicated to learning and student success ; teaching, research, scholarship and creative activity ; justice, diversity, equity and inclusion ; resource development and sustainability ; dedicated community engagement , and wellness and 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. 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 (Clery 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, emergency preparedness and evacuation information, 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 from the Office of Clery Compliance & Training by emailing clery@csus.edu . Under the Clery Act, this position may be designated as a Campus Security Authority (CSA) depending upon the role on campus and/or job duties. If this position is identified by the Director of Clery Compliance & Training as a CSA position, you will be notified via email and will be assigned the appropriate training in CSU Learn. 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. COVID19 Vaccination Policy Effective May 2023, 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 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. Eligibility Verification Candidate must furnish proof of eligibility to work in the U.S. California State University, Sacramento is not a sponsoring agency for staff and management positions (ie. H-1-B Visa). Note to Applicants: Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement. Advertised: Jul 24 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
City of Huntington Beach, CA
Huntington Beach, California, United States
Description The City of Huntington Beach offers flexible schedule options, including 5/40, 9/80, and 4/10 work schedules. Additionally, the ability to participate in a pet insurance program will be available as of January 1, 2024. (Updated 12/19/23) The next review of applications is now scheduled to occur for applications received before 10:00 am on January 8, 2024 . This recruitment may close at any time after that date, once a sufficiently strong candidate pool has been established. (updated 12/19/23) NOTE: This posting is a job series in which applications will be accepted, reviewed, and considered based on the qualifications listed on the application. The candidates that meet the minimum qualifications and best meet the City's current needs will be invited to test at the appropriate job level within the series. Only ONE APPLICATION needs to be submitted to be considered for this job series. SALARY RANGE: Senior Finance Analyst : $94,151 - $126,172 annually Principal Finance Analyst : $101,953 - $136,626 annually Here in Huntington Beach, we believe passionately that the key to becoming the best beach City in the world starts and ends with finding the right people to join our team. At this time, we have an outstanding career opportunity available, as we're looking for the "right person" to serve as Senior Finance Analyst or Principal Finance Analyst with the FinanceDepartment . Finance Department The Finance Department, through its four Divisions, provides financial management, oversight, monitoring and reporting functions for the City's complex financial resources. The department accomplishes this objective by providing budgetary oversight, monitoring and preparation; purchasing and procurement expertise; accounting and financial reporting services; cashiering, accounts receivable and collections services; payroll and accounts payable services; utility billing; and business license customer service. The Position The Senior Finance Analyst performs a variety of advanced professional-level accounting, budgetary, and financial analysis and reporting related to the City's financial functions and perform a broad range of related duties. The Principal Finance Analyst performs difficult and complex professional-level financial analysis requiring advanced knowledge and competency in various financial functions such as accounting, budgeting and financial planning; supervises the activities of assigned personnel and provides responsible staff assistance to the Finance Manager or Chief Financial Officer/Assistant Chief Financial Officer. The current vacancies are in the Budget Management Division and the Accounting Services Division. The Budget Management Division is responsible for assisting the City Council and Executive Management team in managing the City's resources, developing and maintaining the City's long-range financial projections, and evaluating the fiscal impact of legislative initiatives and judicial decisions affecting the City . Accounting Services is responsible for maintaining a system of internal controls that preserves and safeguards the City's assets and implementing new accounting requirements. This Division is also responsible for serving as the audit liaison for all departments and serves as the City’s liaison for all financial audits of the City. Accounts Payable is responsible for the processing and payment of all City obligations. (Updated 11/14/23) Examples of Essential Duties Senior Finance Analyst Perform complex financial calculations and analysis; prepare comprehensive financial studies, statements, and reports Prepare and analyze a variety of financial statements, schedules, and reports; ensures that financial statements are prepared on a timely basis in accordance with related governmental accounting regulations Assist in the development of accounting and audit control methods, systems and procedures to comply with accounting procedures, laws, ordinances and regulations; coordinate the preparation of external audit materials and assists auditors in the fiscal year review Assists in establishing parameters for revenue and expenditure estimates and makes recommendations for fiscal guidelines in the budgetary process; participates in the development of schedules, formats, policies, and procedures for the annual adopted budget Assists departments with the formulation, implementation and administration of capital and operating budgets Provides direction to department staff; serves as Finance Department liaison in directing and assisting department representatives with accounting, financial reporting and budget development, administration and implementation throughout the year to ensure adherence to established budget and financial parameters Monitors and reviews financial performance of City departments and projects by conducting budgetary, variance and fund analyses and preparing reports; reviews revenue and expenditures of departmental budgets and develops mitigation plans Please click here to review the full job description. Principal Finance Analyst Performs professional tasks in support of the City’s financial management operations; prepares a variety of complex analyses involving revenue and expenditures, payroll, accounts payable, accounts receivables, budget, and treasury operations. Assigns, monitors and supervises the work of subordinate staff involved in performing accounting, budget, treasury, and financial analysis; participates in the selection and hiring of personnel; conducts performance evaluations and recommends merit step increases; assesses disciplinary action when needed; provides and/or recommends training Leads the preparation, implementation, monitoring and evaluation of capital improvement plans and budgets; monitors and updates operating and capital budget adjustments and funding changes; reviews CIP requests for financial compliance Oversees the coordination of the master fee schedule Prepares and analyzes highly complex and sensitive budget requests, policy proposals, and financial reports, including reports regarding the City’s long-term obligations, revenue forecasts and expenditure trends Assists in the preparation of a variety of complex financial analyses, forecasts, and reports, including the annual budget, Annual Comprehensive Financial Report (ACFR) and the Popular Annual Financial Report (PAFR) Develops presentations to help summarize budget results, financial reports, forecasts and trends in a comprehensive and easy-to understand format Please click here to review the full job description. Minimum Qualifications Education: A Bachelor’s degree from an accredited college or university in Accounting, Economics, Finance, Business, Public Administration or other closely related field. A Master’s degree, Certified Public Accountant (CPA), and/or Certified Government Financial Manager (CGFM) is desirable. Experience: Senior Finance Analyst : Four (4) years’ professional level experience performing complex governmental accounting, budgetary financial analysis and research including two (2) years’ related finance and/or auditing experience for a municipality or other public sector entity. Principal Finance Analyst : Four (4) years’ increasingly responsible professional level governmental financial management, accounting, budgeting or auditing experience, with an emphasis in business and revenue operations activities, including one (1) year in a senior capacity or as supervisor of professional-level finance staff for a municipality or other public sector entity. Certificates/Licenses: A valid California Class C driver license with an acceptable driving record required at time of appointment and during course of employment. Supplemental Information APPLICATION AND SELECTION PROCESS: Application Review Examination(s) - A virtual oral exam (weighted 100%) is tentatively scheduled for a date TBD (updated 11/14/23) Selection Interview Background Investigation Appointment The City of Huntington Beach offers a comprehensive benefit package to Management Employees' Organization members including: The SALARY RANGE is composed of seven steps. Merit step increases are based on satisfactory performance. PROMOTIONS within the City are based upon the merit system principles emphasizing individual ability and utilizing competitive examinations. TWELVE PAID HOLIDAYS provided per year. GENERAL LEAVE with pay of 176 hours is granted to regular employees. After four years' service additional general leave hours are earned, up to 256 hours after fifteen years' service. ADMINISTRATIVE LEAVE with pay is granted in the amount of 60 hours per calendar year. EDUCATIONAL INCENTIVE PLANS are available for eligible employees to develop their knowledge and abilities. GROUP INSURANCE PROGRAMS are available to eligible City employees. These programs include medical, dental, vision, long-term disability, life and accidental death and dismemberment insurances. FLEXIBLE SPENDING ACCOUNTS are available where employees use pre-tax salary to pay for regular child care, adult dependent care and/or medical expenses. RETIREMENT BENEFITS are provided by the California Public Employee's Retirement System. Every regular employee becomes a member immediately upon employment. Effective January 1, 2013, the Public Employees' Pension Reform Act will apply to new members of CalPERS. A new member is defined as a new hire who is brought into CalPERS membership for the first time on or after 1/1/13 and has no prior membership in a California public retirement system; is not eligible for reciprocity with another California public retirement system; or is rehired by a different CalPERS employer after a break in service of greater than six (6) months. All employees hired on or after January 1, 2013 will be subject to CalPERS membership review for applicability of PEPRA. Employees enrolled in CalPERS prior to January 1, 2013 are considered classic members. The benefit formula, final compensation period, and member contribution rate is as represented below: Classic Miscellaneous Members: Benefit Formula Miscellaneous 2.5% at age 55 Final Compensation Period 1-year Final Compensation Member Contribution Rate 9.0% of Reportable Compensation New Miscellaneous Members under PEPRA: Benefit Formula Miscellaneous 2% at age 62 Final Compensation Period 3-year Final Compensation Member Contribution Rate 8.25% of Reportable Compensation (eff. 7/1/23) DEFERRED COMPENSATION: Two voluntary deferred compensation 457 plans are available. CREDIT UNION membership is available to all City employees and provides access to low interest loans. FLEXIBLE WORK SCHEDULES: Employees will have the option of working a 5/40 or 9/80 work schedule with Supervisor and Department Head approval. Employees assigned to the Police Department shall retain the option of working the 4/10 work schedule with Supervisor and Department Head approval. In order to maintain service to the public, departmental effectiveness, productivity and/or efficiency, a Department Head may assign an employee a different work schedule that is in compliance with the requirements of FLSA with City Manager approval. NOTE: The provisions of this bulletin do not constitute a contract expressed or implied, and any provisions contained herein may be modified or revoked without notice. For a more detailed overview of the benefits, review the Memorandum of Understanding and Side Letters at: MEMORANDA OF UNDERSTANDINGS Click on the links under "Management Employees' Organization". Closing Date/Time: Continuous
Jul 14, 2024
Full Time
Description The City of Huntington Beach offers flexible schedule options, including 5/40, 9/80, and 4/10 work schedules. Additionally, the ability to participate in a pet insurance program will be available as of January 1, 2024. (Updated 12/19/23) The next review of applications is now scheduled to occur for applications received before 10:00 am on January 8, 2024 . This recruitment may close at any time after that date, once a sufficiently strong candidate pool has been established. (updated 12/19/23) NOTE: This posting is a job series in which applications will be accepted, reviewed, and considered based on the qualifications listed on the application. The candidates that meet the minimum qualifications and best meet the City's current needs will be invited to test at the appropriate job level within the series. Only ONE APPLICATION needs to be submitted to be considered for this job series. SALARY RANGE: Senior Finance Analyst : $94,151 - $126,172 annually Principal Finance Analyst : $101,953 - $136,626 annually Here in Huntington Beach, we believe passionately that the key to becoming the best beach City in the world starts and ends with finding the right people to join our team. At this time, we have an outstanding career opportunity available, as we're looking for the "right person" to serve as Senior Finance Analyst or Principal Finance Analyst with the FinanceDepartment . Finance Department The Finance Department, through its four Divisions, provides financial management, oversight, monitoring and reporting functions for the City's complex financial resources. The department accomplishes this objective by providing budgetary oversight, monitoring and preparation; purchasing and procurement expertise; accounting and financial reporting services; cashiering, accounts receivable and collections services; payroll and accounts payable services; utility billing; and business license customer service. The Position The Senior Finance Analyst performs a variety of advanced professional-level accounting, budgetary, and financial analysis and reporting related to the City's financial functions and perform a broad range of related duties. The Principal Finance Analyst performs difficult and complex professional-level financial analysis requiring advanced knowledge and competency in various financial functions such as accounting, budgeting and financial planning; supervises the activities of assigned personnel and provides responsible staff assistance to the Finance Manager or Chief Financial Officer/Assistant Chief Financial Officer. The current vacancies are in the Budget Management Division and the Accounting Services Division. The Budget Management Division is responsible for assisting the City Council and Executive Management team in managing the City's resources, developing and maintaining the City's long-range financial projections, and evaluating the fiscal impact of legislative initiatives and judicial decisions affecting the City . Accounting Services is responsible for maintaining a system of internal controls that preserves and safeguards the City's assets and implementing new accounting requirements. This Division is also responsible for serving as the audit liaison for all departments and serves as the City’s liaison for all financial audits of the City. Accounts Payable is responsible for the processing and payment of all City obligations. (Updated 11/14/23) Examples of Essential Duties Senior Finance Analyst Perform complex financial calculations and analysis; prepare comprehensive financial studies, statements, and reports Prepare and analyze a variety of financial statements, schedules, and reports; ensures that financial statements are prepared on a timely basis in accordance with related governmental accounting regulations Assist in the development of accounting and audit control methods, systems and procedures to comply with accounting procedures, laws, ordinances and regulations; coordinate the preparation of external audit materials and assists auditors in the fiscal year review Assists in establishing parameters for revenue and expenditure estimates and makes recommendations for fiscal guidelines in the budgetary process; participates in the development of schedules, formats, policies, and procedures for the annual adopted budget Assists departments with the formulation, implementation and administration of capital and operating budgets Provides direction to department staff; serves as Finance Department liaison in directing and assisting department representatives with accounting, financial reporting and budget development, administration and implementation throughout the year to ensure adherence to established budget and financial parameters Monitors and reviews financial performance of City departments and projects by conducting budgetary, variance and fund analyses and preparing reports; reviews revenue and expenditures of departmental budgets and develops mitigation plans Please click here to review the full job description. Principal Finance Analyst Performs professional tasks in support of the City’s financial management operations; prepares a variety of complex analyses involving revenue and expenditures, payroll, accounts payable, accounts receivables, budget, and treasury operations. Assigns, monitors and supervises the work of subordinate staff involved in performing accounting, budget, treasury, and financial analysis; participates in the selection and hiring of personnel; conducts performance evaluations and recommends merit step increases; assesses disciplinary action when needed; provides and/or recommends training Leads the preparation, implementation, monitoring and evaluation of capital improvement plans and budgets; monitors and updates operating and capital budget adjustments and funding changes; reviews CIP requests for financial compliance Oversees the coordination of the master fee schedule Prepares and analyzes highly complex and sensitive budget requests, policy proposals, and financial reports, including reports regarding the City’s long-term obligations, revenue forecasts and expenditure trends Assists in the preparation of a variety of complex financial analyses, forecasts, and reports, including the annual budget, Annual Comprehensive Financial Report (ACFR) and the Popular Annual Financial Report (PAFR) Develops presentations to help summarize budget results, financial reports, forecasts and trends in a comprehensive and easy-to understand format Please click here to review the full job description. Minimum Qualifications Education: A Bachelor’s degree from an accredited college or university in Accounting, Economics, Finance, Business, Public Administration or other closely related field. A Master’s degree, Certified Public Accountant (CPA), and/or Certified Government Financial Manager (CGFM) is desirable. Experience: Senior Finance Analyst : Four (4) years’ professional level experience performing complex governmental accounting, budgetary financial analysis and research including two (2) years’ related finance and/or auditing experience for a municipality or other public sector entity. Principal Finance Analyst : Four (4) years’ increasingly responsible professional level governmental financial management, accounting, budgeting or auditing experience, with an emphasis in business and revenue operations activities, including one (1) year in a senior capacity or as supervisor of professional-level finance staff for a municipality or other public sector entity. Certificates/Licenses: A valid California Class C driver license with an acceptable driving record required at time of appointment and during course of employment. Supplemental Information APPLICATION AND SELECTION PROCESS: Application Review Examination(s) - A virtual oral exam (weighted 100%) is tentatively scheduled for a date TBD (updated 11/14/23) Selection Interview Background Investigation Appointment The City of Huntington Beach offers a comprehensive benefit package to Management Employees' Organization members including: The SALARY RANGE is composed of seven steps. Merit step increases are based on satisfactory performance. PROMOTIONS within the City are based upon the merit system principles emphasizing individual ability and utilizing competitive examinations. TWELVE PAID HOLIDAYS provided per year. GENERAL LEAVE with pay of 176 hours is granted to regular employees. After four years' service additional general leave hours are earned, up to 256 hours after fifteen years' service. ADMINISTRATIVE LEAVE with pay is granted in the amount of 60 hours per calendar year. EDUCATIONAL INCENTIVE PLANS are available for eligible employees to develop their knowledge and abilities. GROUP INSURANCE PROGRAMS are available to eligible City employees. These programs include medical, dental, vision, long-term disability, life and accidental death and dismemberment insurances. FLEXIBLE SPENDING ACCOUNTS are available where employees use pre-tax salary to pay for regular child care, adult dependent care and/or medical expenses. RETIREMENT BENEFITS are provided by the California Public Employee's Retirement System. Every regular employee becomes a member immediately upon employment. Effective January 1, 2013, the Public Employees' Pension Reform Act will apply to new members of CalPERS. A new member is defined as a new hire who is brought into CalPERS membership for the first time on or after 1/1/13 and has no prior membership in a California public retirement system; is not eligible for reciprocity with another California public retirement system; or is rehired by a different CalPERS employer after a break in service of greater than six (6) months. All employees hired on or after January 1, 2013 will be subject to CalPERS membership review for applicability of PEPRA. Employees enrolled in CalPERS prior to January 1, 2013 are considered classic members. The benefit formula, final compensation period, and member contribution rate is as represented below: Classic Miscellaneous Members: Benefit Formula Miscellaneous 2.5% at age 55 Final Compensation Period 1-year Final Compensation Member Contribution Rate 9.0% of Reportable Compensation New Miscellaneous Members under PEPRA: Benefit Formula Miscellaneous 2% at age 62 Final Compensation Period 3-year Final Compensation Member Contribution Rate 8.25% of Reportable Compensation (eff. 7/1/23) DEFERRED COMPENSATION: Two voluntary deferred compensation 457 plans are available. CREDIT UNION membership is available to all City employees and provides access to low interest loans. FLEXIBLE WORK SCHEDULES: Employees will have the option of working a 5/40 or 9/80 work schedule with Supervisor and Department Head approval. Employees assigned to the Police Department shall retain the option of working the 4/10 work schedule with Supervisor and Department Head approval. In order to maintain service to the public, departmental effectiveness, productivity and/or efficiency, a Department Head may assign an employee a different work schedule that is in compliance with the requirements of FLSA with City Manager approval. NOTE: The provisions of this bulletin do not constitute a contract expressed or implied, and any provisions contained herein may be modified or revoked without notice. For a more detailed overview of the benefits, review the Memorandum of Understanding and Side Letters at: MEMORANDA OF UNDERSTANDINGS Click on the links under "Management Employees' Organization". Closing Date/Time: Continuous
California State University (CSU) Chancellor's Office
401 Golden Shore, Long Beach, CA 90802, USA
Chancellor's Office Statement Join our team at the California State University, Office of the Chancellor, and make a difference in providing access to higher education. We are currently seeking experienced candidates for the position of Budget and Office Support Analyst . The CSU Chancellor's Office, located on the waterfront adjacent to the Aquarium of the Pacific in downtown Long Beach, is the headquarters for the nation's largest and most diverse system of higher education. The CSU Chancellor's Office offers a premium benefit package that includes outstanding vacation, health, and dental plans; a fee waiver education program; membership in the California Public Employees Retirement System (PERS); and 15 paid holidays a year. Salary The anticipated salary hiring range is up to $6,401 per month, commensurate with qualifications and experience. The salary range for this classification is $ 5,273 to $9,537 per month. Classification Administrative Analyst/Specialist - Exempt II Position Information The California State University, Office of the Chancellor, is seeking a Budget and Office Support Analyst to be responsible for the External Relations and Communications (ERC) Division budget; tracking and monitoring systemwide strategic initiatives, goals and projects; tracking survey results using predetermined metrics and key performance indicators; and supporting various projects, initiatives and meetings for the ERC Division. This position receives specific direction on all budget and financial matters, including preparing, coordinating, monitoring, and analyzing budget details; works closely with the CO Systemwide Budget Office to review and explain department funding requests and future funding needs; monitors and tracks current spending to ensure the division is within its set budget; and in collaboration with the ERC senior leadership team, monitors each department's respective budget to identify weaknesses and make recommendations based on budget analysis and reports created in Data Warehouse. Additionally, this position provides guidance, support, and training to ERC senior leadership, Confidential Administrative Support, and Administrative Assistants regarding budget-related issues and concerns. This position assists the Director of Operations with systemwide and interdepartmental projects; collaborates closely to plan, prepare, and anticipate logistical needs for meetings and events, including the Board of Trustees Meetings and Vice Presidents for Advancement Council; creates and administers surveys; and prepares complex reports. The Budget and Office Support Analyst also provides backup to the Director of Operations and Executive Assistant in their absence. The incumbent maintains an awareness of the division’s priorities and has a solid understanding of the functions of the office in relations to departments in the division and other units within the CO, campuses, members of the business, industry and government communities and other external interest groups. Responsibilities Under the general direction of the Director of Operations, External Relations and Communications , the Budget and Office Support Analyst will perform duties as outlined below: Division Budget Provides support to the Director of Operations on the division budget and fiscal matters and informs the Director of Operations of any budget implications for the division. Ensures that all expenditures are justified, approved, reviewed and accounted for in accordance with policy; works closely with the CO Budget Office and ERC senior leadership on the annual division budget process and closely monitors the budget on a regular basis. Duties include but are not limited to: -Processing and reviewing departmental contracts and yearly subscriptions. -Assisting in the preparation of the quarterly lobbying disclosure reports for the ERC division, Chancellor and the Board of Trustees. -Processing and reviewing all Laserfiche transactions for the VC Office. -Preparing monthly budget reports and projections of current and anticipated needs. -Providing monthly recommendations about financial planning and budget analysis to the Director of Operations to ensure that budget decisions support the overall goals of the VC Office and the Division of ERC. -Working closely with the CO budget department as the main point of contact for assisting with the budget portion of the recruitment process; advising and answering questions on position funding, recruitment requisition forms, position management, confirming appropriate budget coding and approvals; and identifying salary funding for newly created positions. -Working closely with the ERC senior leadership and CO Budget Office on the annual division budget process to include analyzing, evaluating, monitoring, and tracking funds, assisting with budget implementation, participating in budget forecasting, providing timely budget reports, and interpreting and applying budget policies/guidelines. -Researching budget issues, such as purchase order (PO) encumbrances, systemwide allocations, and expenses for Interagency Financial Transactions (IFT) requests; recommend cost containment measures; process delegation of expenditure authority requests, etc. -Provides guidance and training on budget-related issues to the division senior leadership and their Administrative Assistants. VC Office Support -Assisting the Director of Operations with office moves and division space needs and allocation. -Serving as the Inventory Coordinator for the VC Office’s equipment; responsible for reviewing the department’s inventory listings for accuracy, home use forms, etc. and reporting any discrepancies to the Property Department. -Creating and administering division surveys and preparing complex reports; serves as the primary contact for the Employee and Customer Satisfaction Surveys for ERC. -Maintaining and updating the division website, CSYou (intranet) and division SharePoint site, including the staff directory and division org charts. -Working with Director of Operations on systemwide and interdepartmental projects, providing technical and high-level administrative support. -Researching, creating and setting up new systems, tools, and reports in tracking metrics for performance measures and for the purpose of increasing efficiencies and focuses on continuous and quality improvement. Meeting and Event Support Collaborating closely with the Director of Operations to assist with planning, preparing, and anticipating logistical needs for meetings and events, including but not limited to: -Board of Trustees Meetings, including meeting minutes, escorting high-profile donors, printing materials and providing onsite support to the Director of Operations and Vice Chancellor. -Vice Presidents for Advancement Council, including working with host campuses on logistical needs for meetings, including hotels, parking, room rentals, catering and AV needs. General Office Support -Provides general administrative support to include assisting with front office duties and serving as backup to the Director of Operations and Executive Assistant during their absence. This may include answering phones, greeting and directing visitors, scheduling meetings, making travel arrangements and processing expense claims, photocopying, filing documents, and ordering office supplies. -Participates and assists in organizing and coordinating additional projects and special events and meetings, as requested, in supporting division goals and objectives. -Responds to a variety of campus and department staff inquiries. Qualifications This position requires: -A Bachelor's degree in a related area and a minimum of five years of progressively responsible experience in a complex organization OR equivalent combination of education and experience that demonstrates that the applicant has acquired the knowledge and abilities listed is required. -Experience in working with complex budgets and spreadsheets. -Proficiency with Microsoft Excel, Word, Outlook and PowerPoint. -Possess strong analytical and organizational skills with impeccable attention to detail. -Demonstrated experience working with complex budgets, including analyzing, evaluating, monitoring, and tracking funds, assisting with budget implementation, participating in budget forecasting, providing timely budget reports, and interpreting and applying budget policies/guidelines. -Demonstrated ability to complete multiple projects/tasks simultaneously with competing deadlines, set and manage timelines and priorities; excellent project management skills. -Ability to work with all levels of management and staff; demonstrated ability to interface with officials from other educational institutions, governmental agencies, high-profile donors and members of the business community. -Demonstrated ability to take initiative and use sound judgment in completing tasks; ability to be customer focused, move forward in a change-oriented environment, and possess a team-oriented approach. -Possesses effective interpersonal, written, and verbal communication skills, thorough knowledge of modem office practices and procedures. -Ability to collaborate with others and work as part of a team in support of the strategic vision and goals of the division, the Chancellor’s Office and the CSU. -Excellent proofreading skills and ability to develop and use techniques to ensure the consistency and accuracy of information. -Demonstrated ability to plan, schedule and coordinate office activities, complex calendars and meeting and conference schedules. -Demonstrated ability to prepare complex reports, letters, and appropriate correspondence. -Operate automated equipment and the ability to use technology proactively for innovation and process improvement. Preferred Qualifications -Experience supporting a senior executive is preferred. -Experience in higher education is preferred. -Experience working with Peoplesoft and Data Warehouse. Application Period Priority consideration will be given to candidates who apply by July 12, 2024 . Applications will be accepted until the job posting is removed. How To Apply Please click "Apply Now" to complete the California State University, Chancellor's Office online employment application. Equal Employment Opportunity The university is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, National origin, sex, sexual orientation, covered veteran status, or any other protected status. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting the Senior Human Resources Manager at (562) 951-4070. Title IX Please view the Notice of Non-Discrimination on the Basis of Gender or Sex and Contact Information for Title IX Coordinator at: https://www2.calstate.edu/titleix E-Verify This position requires new hire employment verification to be processed through the E-Verify program administered by the Department of Homeland Security, U.S. Citizenship and Immigration Services (DHSUSCIS)' in partnership with the Social Security Administration (SSA). If hired, you will be required to furnish proof that you are legally authorized to work in the United States. The CSU Chancellor’s Office is not a sponsoring agency for staff and Management positions (i.e., H1-B VISAS). COVID19 Vaccination Policy Per the CSU COVID-19 Vaccination Policy , it is strongly recommended that all Chancellor’s Office 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. CSU Out of State Employment Policy California State University, Office of the Chancellor, as part of the CSU system, is a State of California Employer. As such, the University requires all employees upon 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. Background The Chancellor's Office policy requires that the selected candidate successfully complete a full background check (including a criminal records check) prior to assuming this position. Advertised: Jun 28 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Jun 29, 2024
Chancellor's Office Statement Join our team at the California State University, Office of the Chancellor, and make a difference in providing access to higher education. We are currently seeking experienced candidates for the position of Budget and Office Support Analyst . The CSU Chancellor's Office, located on the waterfront adjacent to the Aquarium of the Pacific in downtown Long Beach, is the headquarters for the nation's largest and most diverse system of higher education. The CSU Chancellor's Office offers a premium benefit package that includes outstanding vacation, health, and dental plans; a fee waiver education program; membership in the California Public Employees Retirement System (PERS); and 15 paid holidays a year. Salary The anticipated salary hiring range is up to $6,401 per month, commensurate with qualifications and experience. The salary range for this classification is $ 5,273 to $9,537 per month. Classification Administrative Analyst/Specialist - Exempt II Position Information The California State University, Office of the Chancellor, is seeking a Budget and Office Support Analyst to be responsible for the External Relations and Communications (ERC) Division budget; tracking and monitoring systemwide strategic initiatives, goals and projects; tracking survey results using predetermined metrics and key performance indicators; and supporting various projects, initiatives and meetings for the ERC Division. This position receives specific direction on all budget and financial matters, including preparing, coordinating, monitoring, and analyzing budget details; works closely with the CO Systemwide Budget Office to review and explain department funding requests and future funding needs; monitors and tracks current spending to ensure the division is within its set budget; and in collaboration with the ERC senior leadership team, monitors each department's respective budget to identify weaknesses and make recommendations based on budget analysis and reports created in Data Warehouse. Additionally, this position provides guidance, support, and training to ERC senior leadership, Confidential Administrative Support, and Administrative Assistants regarding budget-related issues and concerns. This position assists the Director of Operations with systemwide and interdepartmental projects; collaborates closely to plan, prepare, and anticipate logistical needs for meetings and events, including the Board of Trustees Meetings and Vice Presidents for Advancement Council; creates and administers surveys; and prepares complex reports. The Budget and Office Support Analyst also provides backup to the Director of Operations and Executive Assistant in their absence. The incumbent maintains an awareness of the division’s priorities and has a solid understanding of the functions of the office in relations to departments in the division and other units within the CO, campuses, members of the business, industry and government communities and other external interest groups. Responsibilities Under the general direction of the Director of Operations, External Relations and Communications , the Budget and Office Support Analyst will perform duties as outlined below: Division Budget Provides support to the Director of Operations on the division budget and fiscal matters and informs the Director of Operations of any budget implications for the division. Ensures that all expenditures are justified, approved, reviewed and accounted for in accordance with policy; works closely with the CO Budget Office and ERC senior leadership on the annual division budget process and closely monitors the budget on a regular basis. Duties include but are not limited to: -Processing and reviewing departmental contracts and yearly subscriptions. -Assisting in the preparation of the quarterly lobbying disclosure reports for the ERC division, Chancellor and the Board of Trustees. -Processing and reviewing all Laserfiche transactions for the VC Office. -Preparing monthly budget reports and projections of current and anticipated needs. -Providing monthly recommendations about financial planning and budget analysis to the Director of Operations to ensure that budget decisions support the overall goals of the VC Office and the Division of ERC. -Working closely with the CO budget department as the main point of contact for assisting with the budget portion of the recruitment process; advising and answering questions on position funding, recruitment requisition forms, position management, confirming appropriate budget coding and approvals; and identifying salary funding for newly created positions. -Working closely with the ERC senior leadership and CO Budget Office on the annual division budget process to include analyzing, evaluating, monitoring, and tracking funds, assisting with budget implementation, participating in budget forecasting, providing timely budget reports, and interpreting and applying budget policies/guidelines. -Researching budget issues, such as purchase order (PO) encumbrances, systemwide allocations, and expenses for Interagency Financial Transactions (IFT) requests; recommend cost containment measures; process delegation of expenditure authority requests, etc. -Provides guidance and training on budget-related issues to the division senior leadership and their Administrative Assistants. VC Office Support -Assisting the Director of Operations with office moves and division space needs and allocation. -Serving as the Inventory Coordinator for the VC Office’s equipment; responsible for reviewing the department’s inventory listings for accuracy, home use forms, etc. and reporting any discrepancies to the Property Department. -Creating and administering division surveys and preparing complex reports; serves as the primary contact for the Employee and Customer Satisfaction Surveys for ERC. -Maintaining and updating the division website, CSYou (intranet) and division SharePoint site, including the staff directory and division org charts. -Working with Director of Operations on systemwide and interdepartmental projects, providing technical and high-level administrative support. -Researching, creating and setting up new systems, tools, and reports in tracking metrics for performance measures and for the purpose of increasing efficiencies and focuses on continuous and quality improvement. Meeting and Event Support Collaborating closely with the Director of Operations to assist with planning, preparing, and anticipating logistical needs for meetings and events, including but not limited to: -Board of Trustees Meetings, including meeting minutes, escorting high-profile donors, printing materials and providing onsite support to the Director of Operations and Vice Chancellor. -Vice Presidents for Advancement Council, including working with host campuses on logistical needs for meetings, including hotels, parking, room rentals, catering and AV needs. General Office Support -Provides general administrative support to include assisting with front office duties and serving as backup to the Director of Operations and Executive Assistant during their absence. This may include answering phones, greeting and directing visitors, scheduling meetings, making travel arrangements and processing expense claims, photocopying, filing documents, and ordering office supplies. -Participates and assists in organizing and coordinating additional projects and special events and meetings, as requested, in supporting division goals and objectives. -Responds to a variety of campus and department staff inquiries. Qualifications This position requires: -A Bachelor's degree in a related area and a minimum of five years of progressively responsible experience in a complex organization OR equivalent combination of education and experience that demonstrates that the applicant has acquired the knowledge and abilities listed is required. -Experience in working with complex budgets and spreadsheets. -Proficiency with Microsoft Excel, Word, Outlook and PowerPoint. -Possess strong analytical and organizational skills with impeccable attention to detail. -Demonstrated experience working with complex budgets, including analyzing, evaluating, monitoring, and tracking funds, assisting with budget implementation, participating in budget forecasting, providing timely budget reports, and interpreting and applying budget policies/guidelines. -Demonstrated ability to complete multiple projects/tasks simultaneously with competing deadlines, set and manage timelines and priorities; excellent project management skills. -Ability to work with all levels of management and staff; demonstrated ability to interface with officials from other educational institutions, governmental agencies, high-profile donors and members of the business community. -Demonstrated ability to take initiative and use sound judgment in completing tasks; ability to be customer focused, move forward in a change-oriented environment, and possess a team-oriented approach. -Possesses effective interpersonal, written, and verbal communication skills, thorough knowledge of modem office practices and procedures. -Ability to collaborate with others and work as part of a team in support of the strategic vision and goals of the division, the Chancellor’s Office and the CSU. -Excellent proofreading skills and ability to develop and use techniques to ensure the consistency and accuracy of information. -Demonstrated ability to plan, schedule and coordinate office activities, complex calendars and meeting and conference schedules. -Demonstrated ability to prepare complex reports, letters, and appropriate correspondence. -Operate automated equipment and the ability to use technology proactively for innovation and process improvement. Preferred Qualifications -Experience supporting a senior executive is preferred. -Experience in higher education is preferred. -Experience working with Peoplesoft and Data Warehouse. Application Period Priority consideration will be given to candidates who apply by July 12, 2024 . Applications will be accepted until the job posting is removed. How To Apply Please click "Apply Now" to complete the California State University, Chancellor's Office online employment application. Equal Employment Opportunity The university is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, National origin, sex, sexual orientation, covered veteran status, or any other protected status. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting the Senior Human Resources Manager at (562) 951-4070. Title IX Please view the Notice of Non-Discrimination on the Basis of Gender or Sex and Contact Information for Title IX Coordinator at: https://www2.calstate.edu/titleix E-Verify This position requires new hire employment verification to be processed through the E-Verify program administered by the Department of Homeland Security, U.S. Citizenship and Immigration Services (DHSUSCIS)' in partnership with the Social Security Administration (SSA). If hired, you will be required to furnish proof that you are legally authorized to work in the United States. The CSU Chancellor’s Office is not a sponsoring agency for staff and Management positions (i.e., H1-B VISAS). COVID19 Vaccination Policy Per the CSU COVID-19 Vaccination Policy , it is strongly recommended that all Chancellor’s Office 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. CSU Out of State Employment Policy California State University, Office of the Chancellor, as part of the CSU system, is a State of California Employer. As such, the University requires all employees upon 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. Background The Chancellor's Office policy requires that the selected candidate successfully complete a full background check (including a criminal records check) prior to assuming this position. Advertised: Jun 28 2024 Pacific Daylight Time Applications close: Closing Date/Time:
City of Sacramento, CA
Sacramento, California, United States
THE POSITION With supervisor approval, incumbents may be eligible for intermittent remote work; however, they must physically reside within the Sacramento region or have the ability to regularly report to a City of Sacramento physical worksite with little notice. Are you ready to use your analytical skills to drive meaningful change in city government? As a Fiscal Policy Analyst, you will play a crucial role in assessing the performance of City programs and policies, identifying opportunities for improvement, and helping to ensure that public resources are used effectively. If you are committed to enhancing public sector performance and have a keen interest in evaluating government operations, we encourage you to apply. IDEAL CANDIDATE STATEMENT The ideal candidate for this position will be a critical thinker with a strong interest in evaluating the efficiency and effectiveness of government programs and policies. They will have excellent research and analytical skills, with the ability to assess performance, identify areas for improvement, and make data-driven recommendations. A background in auditing, public administration, policy analysis, or a related field is preferred, along with strong communication skills and a commitment to enhancing public sector operations. The ideal candidate will be dedicated to contributing to meaningful improvements in government performance and have a keen interest in public service. To perform independent analysis and review of budget and policy issues and develops options and recommendations to address these issues. Responsibilities include comprehensive review and analysis of proposed budgetary and legislative matters. Conducts independent and objective financial, operational, and program audits and investigations to determine compliance with prevailing laws and to identify opportunities to strengthen internal controls. Responds to City Council requests for information and analysis of the city's budget and programs, conducts independent fiscal and policy research, and reports on issues of importance to the City. Work must be solution-oriented and performed in a timely manner. Fiscal Polic y Anal y st The Fiscal Policy Analyst is a journey level classification in the professional Fiscal Policy Analyst classification series and is populated with multiple incumbents. The Fiscal Policy Analyst is distinguished from the Senior Fiscal Policy Analyst in that the latter performs analytical work with a very high degree of independence and responsibility. Senior Fiscal Polic y Anal y st The Senior Fiscal Policy Analyst is the advanced-journey level in this class series and is populated with multiple incumbent s. Positions in this class are flexibly staffed and are normally filled by advancement from the lower-level class of Fiscal Policy Analyst. Appointment to the higher class requires that the employee be performing substantially, the full range of duties for the class and meet the qualification standards for the class. The Senior Fiscal Policy Analyst is distinguished from the Fiscal Policy Analyst in that the former performs analytical work with a very high degree of independence and responsibility and may supervise Fiscal Policy Analysts. The Senior Fiscal Policy Analyst is distinguished from the Principal Fiscal Policy Analyst in that the latter performs analytical work with greater degree of complexity, independence and responsibility and provides direct supervision of lower-level Fiscal Policy Analysts. Principal Fiscal Polic y Anal y st The Principal Fiscal Policy Analyst is the supervisory level classification in the series and is populated with multiple incumbent s. Positions in this class are flexibly staffed and are normally filled by advancement from the lower-level class of Senior Fiscal Policy Analyst. Appointment to the higher class requires that the employee be performing substantially, the full range of duties for the class and meet the qualification standards for the class. The Principal Fiscal Policy Analyst is distinguished from the Senior Fiscal Policy Analyst in that the former performs analytical work with increased complexity, independence and responsibility. Additionally, the Principal Fiscal Policy Analyst provides direct supervision of lower-level Fiscal Policy Analysts. SUPERVISION RECEIVED AND EXERCISED General supervision is provided by Principal Fiscal Policy Analyst or higher-level management positions. ESSENTIAL DUTIES AND RESPONSIBILITIES The following duties are typical for this classification. Incumbents may not perform all the listed duties and/or may be required to perform related duties as needed: Conducts a comprehensive review and analysis of proposed budgetary items; Researches and analyzes data and information relative to budgetary issues; Conducts audits of City operations, programs and activities; evaluates actual versus projected outcomes; identifies areas of risk; recommends functional and operational changes needed to improve the economy, efficiency and effectiveness of City government services and programs; Conducts audit planning, executes field work, and documents audit steps in working papers; Develops comparative studies of other cities as they relate to municipal finance; Reviews fiscal forecasts including review of past, current, and proposed revenues and expenditures; Researches federal, state, and local programs to determine sources of funding and appropriate expenditure options; Researches and analyzes the policy and fiscal effects of new or proposed legislation; Participates in the construction of economic models and indexes; Assists in the preparation of fiscal and economic project analysis; Develops reports relating to budgetary and legislative policy concerns; Prepares and presents recommendations for review by management in connection with the analysis, studies, and reports described herein; Periodic attendance at evening City Council meetings, including presentation of reports; Conducts fraud, waste, and abuse investigations; Drives automotive vehicle as necessary in order to conduct research and attend meetings; and Other related duties may also be performed; not all duties listed are necessarily performed by each individual holding this classification. QUALIFICATIONS Knowledge of: Principles, practices, and techniques of public administration and public policy. Principles and practices of organizational, financial, and policy analysis. Principles, methods, and practices of municipal finance, budgeting, and accounting. Principles, methods, and practices of long-range financial planning. Operational characteristics, services and activities of audit and performance measurement programs. Principles and practices of complex auditing and accounting functions and their application to municipal/governmental accounting systems, with emphasis on fiscal and operational aspects of such organizations. Various professional accounting standards such as Generally Accepted Auditing Standards (GAAS), Generally Accepted Accounting Principles (GAAP), and Generally Accepted Governmental Auditing Standards (GAGAS). Basic research and analytical methods, techniques, and procedures. Technical report writing and presentation. Proficiency in Microsoft Excel and Word. Applicable federal, state, and local laws, rules, and regulations. Skill in: Use of modern office equipment, including computers, computer applications and software. Ability to: Analyze a variety of complex administrative and organizational problems, and make sound, independent policy and procedural recommendations. Communicate clearly, verbally and in writing. Effectively plan and organize complex budgetary and auditing projects; design, implement, and monitor internal audit programs, systems, and procedures. Establish and maintain effective working relationships with others at all staff levels. Interpret laws, regulations, and policies. Prepare comprehensive and accurate reports. Demonstrate patience, poise, flexibility, tact, reliability, and dependability. Work effectively with sensitive and confidential information. Display good judgment. Adjust to rapidly shifting priorities and timelines. Learn quickly and show initiative. Work effectively with multidisciplinary teams. Facilitate groups. EXPERIENCE AND EDUCATION Experience: One year of increasingly responsible professional-level administrative and analytical experience, including experience in budget, strategic planning, auditing, program evaluation, and/or policy analysis. -AND- Education: Possession of a Bachelor's degree from an accredited college or university in public policy, public or business administration, economics, accounting, or a related field that includes a curriculum of economics, statistics, public finance, and policy analysis. -OR- Five years of increasingly responsible professional-level administrative and analytical experience, including experience in budget, strategic planning, auditing, and/or policy analysis. Substitution: A Master's degree in one of the above fields may substitute for one year of experience required. 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 at the time of appointment. Individuals who do not meet this requirement due to physical disability will be reviewed on a case-by-case basis. Certification: Designation as a CPA (Certified Public Accountant) or CIA (Certified Internal Auditor) is highly desirable . The following certifications (or equivalent) are also desirable: CISA (Certified Information System Auditor) CGAP (Certified Government Auditing Professional) CRP (Certified Risk Professional) CFFA (Certified Forensic Financial Analyst) CMA (Certified Management Accountant) CCSA (Certification in Control Self-Assessment) CFE (Certified Fraud Examiner) CQA (Certified Quality Auditor) CTP (Certified Treasury Professional) GPC (Grants Professional Certification) 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 by the final filing deadline ; Employment applications must be submitted online; paper applications will not be accepted. Employment applications will be considered incomplete and will be disqualified: If applicants do not list current and 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 by the final filing deadline ; 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 by the final filing deadline will be forwarded to the hiring department for review. The hiring department will select the most competitive applications for further consideration. Human Resources will only evaluate employment applications for the minimum qualifications, as stated on the job announcement, for applications selected by the hiring department. 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: 9/21/2024 11:59 PM Pacific
Aug 25, 2024
Full Time
THE POSITION With supervisor approval, incumbents may be eligible for intermittent remote work; however, they must physically reside within the Sacramento region or have the ability to regularly report to a City of Sacramento physical worksite with little notice. Are you ready to use your analytical skills to drive meaningful change in city government? As a Fiscal Policy Analyst, you will play a crucial role in assessing the performance of City programs and policies, identifying opportunities for improvement, and helping to ensure that public resources are used effectively. If you are committed to enhancing public sector performance and have a keen interest in evaluating government operations, we encourage you to apply. IDEAL CANDIDATE STATEMENT The ideal candidate for this position will be a critical thinker with a strong interest in evaluating the efficiency and effectiveness of government programs and policies. They will have excellent research and analytical skills, with the ability to assess performance, identify areas for improvement, and make data-driven recommendations. A background in auditing, public administration, policy analysis, or a related field is preferred, along with strong communication skills and a commitment to enhancing public sector operations. The ideal candidate will be dedicated to contributing to meaningful improvements in government performance and have a keen interest in public service. To perform independent analysis and review of budget and policy issues and develops options and recommendations to address these issues. Responsibilities include comprehensive review and analysis of proposed budgetary and legislative matters. Conducts independent and objective financial, operational, and program audits and investigations to determine compliance with prevailing laws and to identify opportunities to strengthen internal controls. Responds to City Council requests for information and analysis of the city's budget and programs, conducts independent fiscal and policy research, and reports on issues of importance to the City. Work must be solution-oriented and performed in a timely manner. Fiscal Polic y Anal y st The Fiscal Policy Analyst is a journey level classification in the professional Fiscal Policy Analyst classification series and is populated with multiple incumbents. The Fiscal Policy Analyst is distinguished from the Senior Fiscal Policy Analyst in that the latter performs analytical work with a very high degree of independence and responsibility. Senior Fiscal Polic y Anal y st The Senior Fiscal Policy Analyst is the advanced-journey level in this class series and is populated with multiple incumbent s. Positions in this class are flexibly staffed and are normally filled by advancement from the lower-level class of Fiscal Policy Analyst. Appointment to the higher class requires that the employee be performing substantially, the full range of duties for the class and meet the qualification standards for the class. The Senior Fiscal Policy Analyst is distinguished from the Fiscal Policy Analyst in that the former performs analytical work with a very high degree of independence and responsibility and may supervise Fiscal Policy Analysts. The Senior Fiscal Policy Analyst is distinguished from the Principal Fiscal Policy Analyst in that the latter performs analytical work with greater degree of complexity, independence and responsibility and provides direct supervision of lower-level Fiscal Policy Analysts. Principal Fiscal Polic y Anal y st The Principal Fiscal Policy Analyst is the supervisory level classification in the series and is populated with multiple incumbent s. Positions in this class are flexibly staffed and are normally filled by advancement from the lower-level class of Senior Fiscal Policy Analyst. Appointment to the higher class requires that the employee be performing substantially, the full range of duties for the class and meet the qualification standards for the class. The Principal Fiscal Policy Analyst is distinguished from the Senior Fiscal Policy Analyst in that the former performs analytical work with increased complexity, independence and responsibility. Additionally, the Principal Fiscal Policy Analyst provides direct supervision of lower-level Fiscal Policy Analysts. SUPERVISION RECEIVED AND EXERCISED General supervision is provided by Principal Fiscal Policy Analyst or higher-level management positions. ESSENTIAL DUTIES AND RESPONSIBILITIES The following duties are typical for this classification. Incumbents may not perform all the listed duties and/or may be required to perform related duties as needed: Conducts a comprehensive review and analysis of proposed budgetary items; Researches and analyzes data and information relative to budgetary issues; Conducts audits of City operations, programs and activities; evaluates actual versus projected outcomes; identifies areas of risk; recommends functional and operational changes needed to improve the economy, efficiency and effectiveness of City government services and programs; Conducts audit planning, executes field work, and documents audit steps in working papers; Develops comparative studies of other cities as they relate to municipal finance; Reviews fiscal forecasts including review of past, current, and proposed revenues and expenditures; Researches federal, state, and local programs to determine sources of funding and appropriate expenditure options; Researches and analyzes the policy and fiscal effects of new or proposed legislation; Participates in the construction of economic models and indexes; Assists in the preparation of fiscal and economic project analysis; Develops reports relating to budgetary and legislative policy concerns; Prepares and presents recommendations for review by management in connection with the analysis, studies, and reports described herein; Periodic attendance at evening City Council meetings, including presentation of reports; Conducts fraud, waste, and abuse investigations; Drives automotive vehicle as necessary in order to conduct research and attend meetings; and Other related duties may also be performed; not all duties listed are necessarily performed by each individual holding this classification. QUALIFICATIONS Knowledge of: Principles, practices, and techniques of public administration and public policy. Principles and practices of organizational, financial, and policy analysis. Principles, methods, and practices of municipal finance, budgeting, and accounting. Principles, methods, and practices of long-range financial planning. Operational characteristics, services and activities of audit and performance measurement programs. Principles and practices of complex auditing and accounting functions and their application to municipal/governmental accounting systems, with emphasis on fiscal and operational aspects of such organizations. Various professional accounting standards such as Generally Accepted Auditing Standards (GAAS), Generally Accepted Accounting Principles (GAAP), and Generally Accepted Governmental Auditing Standards (GAGAS). Basic research and analytical methods, techniques, and procedures. Technical report writing and presentation. Proficiency in Microsoft Excel and Word. Applicable federal, state, and local laws, rules, and regulations. Skill in: Use of modern office equipment, including computers, computer applications and software. Ability to: Analyze a variety of complex administrative and organizational problems, and make sound, independent policy and procedural recommendations. Communicate clearly, verbally and in writing. Effectively plan and organize complex budgetary and auditing projects; design, implement, and monitor internal audit programs, systems, and procedures. Establish and maintain effective working relationships with others at all staff levels. Interpret laws, regulations, and policies. Prepare comprehensive and accurate reports. Demonstrate patience, poise, flexibility, tact, reliability, and dependability. Work effectively with sensitive and confidential information. Display good judgment. Adjust to rapidly shifting priorities and timelines. Learn quickly and show initiative. Work effectively with multidisciplinary teams. Facilitate groups. EXPERIENCE AND EDUCATION Experience: One year of increasingly responsible professional-level administrative and analytical experience, including experience in budget, strategic planning, auditing, program evaluation, and/or policy analysis. -AND- Education: Possession of a Bachelor's degree from an accredited college or university in public policy, public or business administration, economics, accounting, or a related field that includes a curriculum of economics, statistics, public finance, and policy analysis. -OR- Five years of increasingly responsible professional-level administrative and analytical experience, including experience in budget, strategic planning, auditing, and/or policy analysis. Substitution: A Master's degree in one of the above fields may substitute for one year of experience required. 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 at the time of appointment. Individuals who do not meet this requirement due to physical disability will be reviewed on a case-by-case basis. Certification: Designation as a CPA (Certified Public Accountant) or CIA (Certified Internal Auditor) is highly desirable . The following certifications (or equivalent) are also desirable: CISA (Certified Information System Auditor) CGAP (Certified Government Auditing Professional) CRP (Certified Risk Professional) CFFA (Certified Forensic Financial Analyst) CMA (Certified Management Accountant) CCSA (Certification in Control Self-Assessment) CFE (Certified Fraud Examiner) CQA (Certified Quality Auditor) CTP (Certified Treasury Professional) GPC (Grants Professional Certification) 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 by the final filing deadline ; Employment applications must be submitted online; paper applications will not be accepted. Employment applications will be considered incomplete and will be disqualified: If applicants do not list current and 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 by the final filing deadline ; 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 by the final filing deadline will be forwarded to the hiring department for review. The hiring department will select the most competitive applications for further consideration. Human Resources will only evaluate employment applications for the minimum qualifications, as stated on the job announcement, for applications selected by the hiring department. 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: 9/21/2024 11:59 PM Pacific