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:
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:
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
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 Huntington Beach, CA
Huntington Beach, California, United States
Description The City of Huntington Beach offers flexible schedule options, including 5/40, 9/80, and 4/10 work schedules. Additionally, the ability to participate in a pet insurance program will be available as of January 1, 2024. (Updated 12/19/23) The next review of applications is now scheduled to occur for applications received before 10:00 am on January 8, 2024 . This recruitment may close at any time after that date, once a sufficiently strong candidate pool has been established. (updated 12/19/23) NOTE: This posting is a job series in which applications will be accepted, reviewed, and considered based on the qualifications listed on the application. The candidates that meet the minimum qualifications and best meet the City's current needs will be invited to test at the appropriate job level within the series. Only ONE APPLICATION needs to be submitted to be considered for this job series. SALARY RANGE: Senior Finance Analyst : $94,151 - $126,172 annually Principal Finance Analyst : $101,953 - $136,626 annually Here in Huntington Beach, we believe passionately that the key to becoming the best beach City in the world starts and ends with finding the right people to join our team. At this time, we have an outstanding career opportunity available, as we're looking for the "right person" to serve as Senior Finance Analyst or Principal Finance Analyst with the FinanceDepartment . Finance Department The Finance Department, through its four Divisions, provides financial management, oversight, monitoring and reporting functions for the City's complex financial resources. The department accomplishes this objective by providing budgetary oversight, monitoring and preparation; purchasing and procurement expertise; accounting and financial reporting services; cashiering, accounts receivable and collections services; payroll and accounts payable services; utility billing; and business license customer service. The Position The Senior Finance Analyst performs a variety of advanced professional-level accounting, budgetary, and financial analysis and reporting related to the City's financial functions and perform a broad range of related duties. The Principal Finance Analyst performs difficult and complex professional-level financial analysis requiring advanced knowledge and competency in various financial functions such as accounting, budgeting and financial planning; supervises the activities of assigned personnel and provides responsible staff assistance to the Finance Manager or Chief Financial Officer/Assistant Chief Financial Officer. The current vacancies are in the Budget Management Division and the Accounting Services Division. The Budget Management Division is responsible for assisting the City Council and Executive Management team in managing the City's resources, developing and maintaining the City's long-range financial projections, and evaluating the fiscal impact of legislative initiatives and judicial decisions affecting the City . Accounting Services is responsible for maintaining a system of internal controls that preserves and safeguards the City's assets and implementing new accounting requirements. This Division is also responsible for serving as the audit liaison for all departments and serves as the City’s liaison for all financial audits of the City. Accounts Payable is responsible for the processing and payment of all City obligations. (Updated 11/14/23) Examples of Essential Duties Senior Finance Analyst Perform complex financial calculations and analysis; prepare comprehensive financial studies, statements, and reports Prepare and analyze a variety of financial statements, schedules, and reports; ensures that financial statements are prepared on a timely basis in accordance with related governmental accounting regulations Assist in the development of accounting and audit control methods, systems and procedures to comply with accounting procedures, laws, ordinances and regulations; coordinate the preparation of external audit materials and assists auditors in the fiscal year review Assists in establishing parameters for revenue and expenditure estimates and makes recommendations for fiscal guidelines in the budgetary process; participates in the development of schedules, formats, policies, and procedures for the annual adopted budget Assists departments with the formulation, implementation and administration of capital and operating budgets Provides direction to department staff; serves as Finance Department liaison in directing and assisting department representatives with accounting, financial reporting and budget development, administration and implementation throughout the year to ensure adherence to established budget and financial parameters Monitors and reviews financial performance of City departments and projects by conducting budgetary, variance and fund analyses and preparing reports; reviews revenue and expenditures of departmental budgets and develops mitigation plans Please click here to review the full job description. Principal Finance Analyst Performs professional tasks in support of the City’s financial management operations; prepares a variety of complex analyses involving revenue and expenditures, payroll, accounts payable, accounts receivables, budget, and treasury operations. Assigns, monitors and supervises the work of subordinate staff involved in performing accounting, budget, treasury, and financial analysis; participates in the selection and hiring of personnel; conducts performance evaluations and recommends merit step increases; assesses disciplinary action when needed; provides and/or recommends training Leads the preparation, implementation, monitoring and evaluation of capital improvement plans and budgets; monitors and updates operating and capital budget adjustments and funding changes; reviews CIP requests for financial compliance Oversees the coordination of the master fee schedule Prepares and analyzes highly complex and sensitive budget requests, policy proposals, and financial reports, including reports regarding the City’s long-term obligations, revenue forecasts and expenditure trends Assists in the preparation of a variety of complex financial analyses, forecasts, and reports, including the annual budget, Annual Comprehensive Financial Report (ACFR) and the Popular Annual Financial Report (PAFR) Develops presentations to help summarize budget results, financial reports, forecasts and trends in a comprehensive and easy-to understand format Please click here to review the full job description. Minimum Qualifications Education: A Bachelor’s degree from an accredited college or university in Accounting, Economics, Finance, Business, Public Administration or other closely related field. A Master’s degree, Certified Public Accountant (CPA), and/or Certified Government Financial Manager (CGFM) is desirable. Experience: Senior Finance Analyst : Four (4) years’ professional level experience performing complex governmental accounting, budgetary financial analysis and research including two (2) years’ related finance and/or auditing experience for a municipality or other public sector entity. Principal Finance Analyst : Four (4) years’ increasingly responsible professional level governmental financial management, accounting, budgeting or auditing experience, with an emphasis in business and revenue operations activities, including one (1) year in a senior capacity or as supervisor of professional-level finance staff for a municipality or other public sector entity. Certificates/Licenses: A valid California Class C driver license with an acceptable driving record required at time of appointment and during course of employment. Supplemental Information APPLICATION AND SELECTION PROCESS: Application Review Examination(s) - A virtual oral exam (weighted 100%) is tentatively scheduled for a date TBD (updated 11/14/23) Selection Interview Background Investigation Appointment The City of Huntington Beach offers a comprehensive benefit package to Management Employees' Organization members including: The SALARY RANGE is composed of seven steps. Merit step increases are based on satisfactory performance. PROMOTIONS within the City are based upon the merit system principles emphasizing individual ability and utilizing competitive examinations. TWELVE PAID HOLIDAYS provided per year. GENERAL LEAVE with pay of 176 hours is granted to regular employees. After four years' service additional general leave hours are earned, up to 256 hours after fifteen years' service. ADMINISTRATIVE LEAVE with pay is granted in the amount of 60 hours per calendar year. EDUCATIONAL INCENTIVE PLANS are available for eligible employees to develop their knowledge and abilities. GROUP INSURANCE PROGRAMS are available to eligible City employees. These programs include medical, dental, vision, long-term disability, life and accidental death and dismemberment insurances. FLEXIBLE SPENDING ACCOUNTS are available where employees use pre-tax salary to pay for regular child care, adult dependent care and/or medical expenses. RETIREMENT BENEFITS are provided by the California Public Employee's Retirement System. Every regular employee becomes a member immediately upon employment. Effective January 1, 2013, the Public Employees' Pension Reform Act will apply to new members of CalPERS. A new member is defined as a new hire who is brought into CalPERS membership for the first time on or after 1/1/13 and has no prior membership in a California public retirement system; is not eligible for reciprocity with another California public retirement system; or is rehired by a different CalPERS employer after a break in service of greater than six (6) months. All employees hired on or after January 1, 2013 will be subject to CalPERS membership review for applicability of PEPRA. Employees enrolled in CalPERS prior to January 1, 2013 are considered classic members. The benefit formula, final compensation period, and member contribution rate is as represented below: Classic Miscellaneous Members: Benefit Formula Miscellaneous 2.5% at age 55 Final Compensation Period 1-year Final Compensation Member Contribution Rate 9.0% of Reportable Compensation New Miscellaneous Members under PEPRA: Benefit Formula Miscellaneous 2% at age 62 Final Compensation Period 3-year Final Compensation Member Contribution Rate 8.25% of Reportable Compensation (eff. 7/1/23) DEFERRED COMPENSATION: Two voluntary deferred compensation 457 plans are available. CREDIT UNION membership is available to all City employees and provides access to low interest loans. FLEXIBLE WORK SCHEDULES: Employees will have the option of working a 5/40 or 9/80 work schedule with Supervisor and Department Head approval. Employees assigned to the Police Department shall retain the option of working the 4/10 work schedule with Supervisor and Department Head approval. In order to maintain service to the public, departmental effectiveness, productivity and/or efficiency, a Department Head may assign an employee a different work schedule that is in compliance with the requirements of FLSA with City Manager approval. NOTE: The provisions of this bulletin do not constitute a contract expressed or implied, and any provisions contained herein may be modified or revoked without notice. For a more detailed overview of the benefits, review the Memorandum of Understanding and Side Letters at: MEMORANDA OF UNDERSTANDINGS Click on the links under "Management Employees' Organization". Closing Date/Time: Continuous
Jul 14, 2024
Full Time
Description The City of Huntington Beach offers flexible schedule options, including 5/40, 9/80, and 4/10 work schedules. Additionally, the ability to participate in a pet insurance program will be available as of January 1, 2024. (Updated 12/19/23) The next review of applications is now scheduled to occur for applications received before 10:00 am on January 8, 2024 . This recruitment may close at any time after that date, once a sufficiently strong candidate pool has been established. (updated 12/19/23) NOTE: This posting is a job series in which applications will be accepted, reviewed, and considered based on the qualifications listed on the application. The candidates that meet the minimum qualifications and best meet the City's current needs will be invited to test at the appropriate job level within the series. Only ONE APPLICATION needs to be submitted to be considered for this job series. SALARY RANGE: Senior Finance Analyst : $94,151 - $126,172 annually Principal Finance Analyst : $101,953 - $136,626 annually Here in Huntington Beach, we believe passionately that the key to becoming the best beach City in the world starts and ends with finding the right people to join our team. At this time, we have an outstanding career opportunity available, as we're looking for the "right person" to serve as Senior Finance Analyst or Principal Finance Analyst with the FinanceDepartment . Finance Department The Finance Department, through its four Divisions, provides financial management, oversight, monitoring and reporting functions for the City's complex financial resources. The department accomplishes this objective by providing budgetary oversight, monitoring and preparation; purchasing and procurement expertise; accounting and financial reporting services; cashiering, accounts receivable and collections services; payroll and accounts payable services; utility billing; and business license customer service. The Position The Senior Finance Analyst performs a variety of advanced professional-level accounting, budgetary, and financial analysis and reporting related to the City's financial functions and perform a broad range of related duties. The Principal Finance Analyst performs difficult and complex professional-level financial analysis requiring advanced knowledge and competency in various financial functions such as accounting, budgeting and financial planning; supervises the activities of assigned personnel and provides responsible staff assistance to the Finance Manager or Chief Financial Officer/Assistant Chief Financial Officer. The current vacancies are in the Budget Management Division and the Accounting Services Division. The Budget Management Division is responsible for assisting the City Council and Executive Management team in managing the City's resources, developing and maintaining the City's long-range financial projections, and evaluating the fiscal impact of legislative initiatives and judicial decisions affecting the City . Accounting Services is responsible for maintaining a system of internal controls that preserves and safeguards the City's assets and implementing new accounting requirements. This Division is also responsible for serving as the audit liaison for all departments and serves as the City’s liaison for all financial audits of the City. Accounts Payable is responsible for the processing and payment of all City obligations. (Updated 11/14/23) Examples of Essential Duties Senior Finance Analyst Perform complex financial calculations and analysis; prepare comprehensive financial studies, statements, and reports Prepare and analyze a variety of financial statements, schedules, and reports; ensures that financial statements are prepared on a timely basis in accordance with related governmental accounting regulations Assist in the development of accounting and audit control methods, systems and procedures to comply with accounting procedures, laws, ordinances and regulations; coordinate the preparation of external audit materials and assists auditors in the fiscal year review Assists in establishing parameters for revenue and expenditure estimates and makes recommendations for fiscal guidelines in the budgetary process; participates in the development of schedules, formats, policies, and procedures for the annual adopted budget Assists departments with the formulation, implementation and administration of capital and operating budgets Provides direction to department staff; serves as Finance Department liaison in directing and assisting department representatives with accounting, financial reporting and budget development, administration and implementation throughout the year to ensure adherence to established budget and financial parameters Monitors and reviews financial performance of City departments and projects by conducting budgetary, variance and fund analyses and preparing reports; reviews revenue and expenditures of departmental budgets and develops mitigation plans Please click here to review the full job description. Principal Finance Analyst Performs professional tasks in support of the City’s financial management operations; prepares a variety of complex analyses involving revenue and expenditures, payroll, accounts payable, accounts receivables, budget, and treasury operations. Assigns, monitors and supervises the work of subordinate staff involved in performing accounting, budget, treasury, and financial analysis; participates in the selection and hiring of personnel; conducts performance evaluations and recommends merit step increases; assesses disciplinary action when needed; provides and/or recommends training Leads the preparation, implementation, monitoring and evaluation of capital improvement plans and budgets; monitors and updates operating and capital budget adjustments and funding changes; reviews CIP requests for financial compliance Oversees the coordination of the master fee schedule Prepares and analyzes highly complex and sensitive budget requests, policy proposals, and financial reports, including reports regarding the City’s long-term obligations, revenue forecasts and expenditure trends Assists in the preparation of a variety of complex financial analyses, forecasts, and reports, including the annual budget, Annual Comprehensive Financial Report (ACFR) and the Popular Annual Financial Report (PAFR) Develops presentations to help summarize budget results, financial reports, forecasts and trends in a comprehensive and easy-to understand format Please click here to review the full job description. Minimum Qualifications Education: A Bachelor’s degree from an accredited college or university in Accounting, Economics, Finance, Business, Public Administration or other closely related field. A Master’s degree, Certified Public Accountant (CPA), and/or Certified Government Financial Manager (CGFM) is desirable. Experience: Senior Finance Analyst : Four (4) years’ professional level experience performing complex governmental accounting, budgetary financial analysis and research including two (2) years’ related finance and/or auditing experience for a municipality or other public sector entity. Principal Finance Analyst : Four (4) years’ increasingly responsible professional level governmental financial management, accounting, budgeting or auditing experience, with an emphasis in business and revenue operations activities, including one (1) year in a senior capacity or as supervisor of professional-level finance staff for a municipality or other public sector entity. Certificates/Licenses: A valid California Class C driver license with an acceptable driving record required at time of appointment and during course of employment. Supplemental Information APPLICATION AND SELECTION PROCESS: Application Review Examination(s) - A virtual oral exam (weighted 100%) is tentatively scheduled for a date TBD (updated 11/14/23) Selection Interview Background Investigation Appointment The City of Huntington Beach offers a comprehensive benefit package to Management Employees' Organization members including: The SALARY RANGE is composed of seven steps. Merit step increases are based on satisfactory performance. PROMOTIONS within the City are based upon the merit system principles emphasizing individual ability and utilizing competitive examinations. TWELVE PAID HOLIDAYS provided per year. GENERAL LEAVE with pay of 176 hours is granted to regular employees. After four years' service additional general leave hours are earned, up to 256 hours after fifteen years' service. ADMINISTRATIVE LEAVE with pay is granted in the amount of 60 hours per calendar year. EDUCATIONAL INCENTIVE PLANS are available for eligible employees to develop their knowledge and abilities. GROUP INSURANCE PROGRAMS are available to eligible City employees. These programs include medical, dental, vision, long-term disability, life and accidental death and dismemberment insurances. FLEXIBLE SPENDING ACCOUNTS are available where employees use pre-tax salary to pay for regular child care, adult dependent care and/or medical expenses. RETIREMENT BENEFITS are provided by the California Public Employee's Retirement System. Every regular employee becomes a member immediately upon employment. Effective January 1, 2013, the Public Employees' Pension Reform Act will apply to new members of CalPERS. A new member is defined as a new hire who is brought into CalPERS membership for the first time on or after 1/1/13 and has no prior membership in a California public retirement system; is not eligible for reciprocity with another California public retirement system; or is rehired by a different CalPERS employer after a break in service of greater than six (6) months. All employees hired on or after January 1, 2013 will be subject to CalPERS membership review for applicability of PEPRA. Employees enrolled in CalPERS prior to January 1, 2013 are considered classic members. The benefit formula, final compensation period, and member contribution rate is as represented below: Classic Miscellaneous Members: Benefit Formula Miscellaneous 2.5% at age 55 Final Compensation Period 1-year Final Compensation Member Contribution Rate 9.0% of Reportable Compensation New Miscellaneous Members under PEPRA: Benefit Formula Miscellaneous 2% at age 62 Final Compensation Period 3-year Final Compensation Member Contribution Rate 8.25% of Reportable Compensation (eff. 7/1/23) DEFERRED COMPENSATION: Two voluntary deferred compensation 457 plans are available. CREDIT UNION membership is available to all City employees and provides access to low interest loans. FLEXIBLE WORK SCHEDULES: Employees will have the option of working a 5/40 or 9/80 work schedule with Supervisor and Department Head approval. Employees assigned to the Police Department shall retain the option of working the 4/10 work schedule with Supervisor and Department Head approval. In order to maintain service to the public, departmental effectiveness, productivity and/or efficiency, a Department Head may assign an employee a different work schedule that is in compliance with the requirements of FLSA with City Manager approval. NOTE: The provisions of this bulletin do not constitute a contract expressed or implied, and any provisions contained herein may be modified or revoked without notice. For a more detailed overview of the benefits, review the Memorandum of Understanding and Side Letters at: MEMORANDA OF UNDERSTANDINGS Click on the links under "Management Employees' Organization". Closing Date/Time: Continuous
City of Santa Clara, CA
Santa Clara, California, United States
Description DESCRIPTION The City of Santa Clara is seeking collaborative, innovative, enthusiastic individuals with great interpersonal skills to deliver high quality services that meet the community’s needs. The City is looking for experienced professionals, to take on a variety of roles throughout the City. POSITIONS The City of Santa Clara is recruiting for several vacant positions Citywide. City Manager’s Office - 3 positions The City Manager’s Office is recruiting for three Management Analysts that will be assigned respectively to the general City Manager’s Office, Mayor and Council Office, and Santa Clara Stadium Authority (Stadium Authority). There will be opportunities for cross-functional projects and assignments. City Manager’s Office The City Manager's Office is responsible for providing strategic direction and support to all City departments for day-today operations and planning, as well as support to the City Council with its policy making. In this capacity, the City Manager's Office resolves complex administrative matters, performs City-wide policy analysis, directs city-wide emergency preparedness efforts; drives strategic planning and organizational development; oversees employee relations; directs the preparation of the budget in conformance with the Council's approved priorities and Budget Principles; and advises the Council of the City’s financial outlook. In addition, the City Manager's Office has direct responsibility for economic development, community outreach and engagement, property management, sustainability, community grants, legislative advocacy, and special projects. The Management Analyst in the City Manager’s Office will be responsible for supporting executive staff, working on projects and assignments related to City programs, and managing the department’s budget and financials. Responsibilities may include: Assist in the preparation and administration of the City Manager’s Office departmental budget and financials. Administer and/or support key programs and initiatives that may include the City’s Legislative Advocacy, Minimum Wage, Community Grant, Smoke-Free Santa Clara, and Safety Programs, the City’s service request platform (MySantaClara), organizational development, homelessness response, sustainability, real estate, economic development, employee engagement, and development of an internship program. Assist with the coordination of the annual Priority Setting Session. Provide staff support for committees and serve as a liaison to external organizations and community groups. Respond to Public Records Act requests and other inquiries from the public. Provide contract management for various types of agreements. Review, analyze, and prepare a variety of work products including agenda reports to the City Council, policies, agreements, correspondence, Request for Proposals, and other documents. Mayor & Council Office The Mayor and Council Office is a division under the City Manager’s Office. The division manages the scheduling for Mayor and City Councilmembers, oversees the fiscal management of the Mayor and Council Office budget, supports official travel needs, and responds to constituent concerns. The Mayor and Council Office’s Management Analyst supports City Council Committees, other intergovernmental assignments, reviews Public Record Act requests for the Mayor and Council, provides support for legislative matters, develops ceremonial and recognition reports, and supports special events. Additionally, the Management Analyst may write remarks and speeches and may be assigned to support City Manager’s Office projects and initiatives. There will be occasional evening work required at City Council meetings. City Manager’s Office/Stadium Authority Executive Director’s Office The City Manager’s Office also operates as the Stadium Authority Executive Director’s Office. The Stadium Authority owns Levi’s Stadium and contracts with the Forty Niners Stadium Management Company (Stadium Manager) for the management of Non-NFL Events and facility operations and maintenance. The Executive Director’s Office is responsible for the day-to-day management of Stadium Authority operations and providing oversight of the Stadium Manager’s responsibilities. The Stadium Authority Management Analyst will assist the Executive Director’s Office with the day-to-day management of Stadium Authority operations and oversight efforts. This may include responding to inquiries from the public and stadium patrons, assisting with the development of the Executive Director’s Office budget, reviewing and preparing a variety of documents including agreements, Requests for Proposals, and agenda reports to the Stadium Authority Board, providing staff support for meetings, coordinating with departments on financial, legal, and/or public safety matters, supporting community outreach and engagement efforts, conducting research, tracking various assignment and project updates, and working on special projects as assigned. Ideal candidates for the City Manager’s Office Management Analyst positions will have the following: Experience working in a fast-paced environment, Strong analytical and research skills, Ability to build and maintain effective working relationships with internal and external stakeholders, Ability to manage multiple projects and assignments with changing priorities, Track record of taking initiative and delivering results, Experience with public policy, public finances, and government agreements, Experience in preparing a variety of documents including policy, correspondence, agreements, and reports to a variety of audiences including executive management and elected bodies, Understanding of how different parts of an organization are interdependent of each other, Excellent interpersonal and communication skills, and Strong attention to detail. To learn more about the City Manager’s Office, visit our website here . To learn more about the Mayor and Council’s Office, visit our website here . The Stadium Authority was established to provide for the development and operation of Levi’s Stadium. To learn more about the Stadium Authority, visit our website here . Silicon Valley Power (Electric Department) - 1 position The Electric Department is seeking a Management Analyst to support its Operations Divisions. This position will support the purchasing and contract management activities of the Operations focused Management Team (Purchase Order process management, RFP development and management, budget preparation, contracts management and processing, policy and procedure development and maintenance). Ideally, candidates will have prior experience working in cross-functional utility teams, utility operations, purchasing and contracts management, and will have a demonstrated aptitude for grasping, conveying, and applying information related to electric or similar technical and dynamic systems as well as interpreting regulations. Experience managing MS SharePoint is highly desirable. Responsibilities may include: Develops and manages internal procedures, documents, training materials, and controls related to purchasing guidance and management Provides assistance, guidance, and support, in all purchasing and contracts management activities Maintains awareness of changes to purchasing codes and guidance by reviewing purchasing updates, maintaining relationships with employees in the finance and purchasing Divisions, meetings, and calls, and reports back potential impacts to the organization Ensures documents, training materials and platforms, and internal SharePoint sites are maintained and organized Provides oversight, analysis and guidance to employees as needed Manages personnel as assigned Provides additional support with large projects as-needed Works with SVP divisions to address purchasing compliance with rules and guidance, Develops Purchasing and Contracts document structure and build SharePoint (or similar database) sites Maintains awareness of risks of non-compliance with rules and guidance and ensures they are addressed Manages purchasing compliance and documentation of Purchase Requests, Purchasing Code, Competitive Process, Prevailing Wage requirements, Manages process to utilize NCPA or other membership purchasing agreements, Supports audits and internal compliance monitoring activities The ideal candidate will have the following: 3+ years utility experience OR demonstrated aptitude to learn about electric utility operations Intermediate + level SharePoint experience Technical writing skills Strong analytical ability Collaborative interpersonal skills Ability to supervise and provide guidance Effective written and verbal communication Excellent organizational and time management skills Initiative and a “Can Do” attitude A desire to learn and a growth mindset To learn more about Silicon Valley Power, visit our website here . Water & Sewer Utilities Department - 1 position The Water and Sewer Utilities Department is a utility enterprise that provides planning, design, construction, maintenance, and operation of the City's water distribution system, sewer collection system, and recycled water system. The ideal candidate will have the following: Effective written and verbal communication Strong analytical and research skills Detailed oriented and the ability to manage qualitative and quantitative data in an organized manner Experience in writing policy, correspondence and reports to a variety of audiences, including senior management and an elected body (e.g., Board, City Council or Commission) Experience in preparing and reading various types of agreements and interpreting them operationally (including understanding the connection between various legal documents) Knowledge of municipal public policy, procurement, budget, and financial principles Ability to work effectively with multiple departments to respond to inquiries or requests Ability to manage multiple projects and assignments, be flexible with changing priorities, and meet deadlines Knowledge and experience working in utilities or public works is desirable To learn more about the Water & Sewer Utilities Department, visit our website here . As a member of the City's unclassified service, this is an "at-will" position. The incumbent serves at the discretion of the City Manager. An incumbent in this classification: demonstrates strong ethical, professional, and service-oriented leadership and interpersonal skills; sets a good example; and correctly applies the tenets of the City's Code of Ethics and Values. Additional Information: Applications must be filled out completely (e.g. do not write “see resume, NA, or personnel file.”). To receive consideration for the screening process, candidates must submit a 1) Cover Letter and, 2) Resume. Incomplete applications will not be considered. Application packets may be submitted online through the “Apply Now” feature on the job announcement at www.santaclaraca.gov . Applications must be submitted by the filing deadline of Monday, September 23, 2024 at 4:00 PM. THIS RECRUITMENT MAY BE USED TO FILL MULTIPLE POSITIONS IN THIS, OR OTHER DIVISIONS OR DEPARTMENTS BESIDES THE POSITIONS LISTED BELOW. 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. MEETING THE MINIMUM QUALIFICATIONS DOES NOT GUARANTEE ADMITTANCE INTO THE EXAMINATION PROCESS. ONLY THE MOST QUALIFIED CANDIDATES WHO DEMONSTRATE THE BEST COMBINATION OF QUALIFICATIONS IN RELATION TO THE REQUIREMENTS AND DUTIES OF THE POSITION WILL BE INVITED TO TEST OR INTERVIEW. The annual salary range for this position is $119,994.36 - $155,300.16. This position will be filled at or near the minimum of the salary range. Typical Duties Please refer to the class specification , which includes more information on Typical Duties and Knowledge, Skills, and Abilities. Minimum Qualifications Education Graduation from an accredited college or university with a bachelor's degree in Public Administration, Business Administration or closely related field. A Master's degree in Public or Business Administration or closely related field is desirable. Experience One (1) year of experience performing analytical work. CERTIFICATIONS/LICENSES Possession of an appropriate, valid California Class C driver's license is required at time of appointment and for duration of employment. OTHER REQUIREMENTS Must be able to perform all of the essential functions of the job assignment. CONFLICT OF INTEREST Incumbents in this position are required to file a Conflict of Interest statement upon assuming office, annually, and upon leaving office, in accordance with City Manager Directive 100. Knowledge, Skills, and Abilities Federal law requires all employees to provide verification of their eligibility to work in this country. Please be informed that the City of Santa Clara will not sponsor, represent, or sign documents related to visa applications/transfers for H1B or any other type of visa which requires an employer application. The City of Santa Clara is an equal opportunity employer. Applicants for all job openings will be considered without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, veteran status or any other consideration made unlawful under any federal, state or local laws. The City of Santa Clara is committed to offering reasonable accommodations to job applicants with disabilities. If you need assistance or an accommodation due to a disability, please contact us at (408) 615-2080 or HumanResources@santaclaraca.gov . City of Santa Clara Benefit Summary Overview for Bargaining Unit #9 Miscellaneous Unclassified Management This summary provides a brief overview of the City of Santa Clara’s benefits available to Bargaining Unit #9 employees in 2024. In the event of any conflict between the information in this summary and the applicable official plan documents, City Manager’s Directives (CMDs), Personnel and Salary Resolution, or Memorandum of Understanding (MOU), the applicable official plan documents, CMDs, Personnel and Salary Resolution, or MOU will prevail over this summary. Benefits are subject to change. Retirement: Membership in the California Public Employees Retirement System (CalPERS) Classic Employees: 2.7% @ age 55 formula -employee pays 8.00% of gross pay, minus $61 bi-weekly New Employees: 2.0% @ age 62 formula - employee pays 7.00% of gross pay Medicare and Social Security (FICA) Employee pays 6.20% up to $10,397.40(Social Security) and 1.45% (Medicare) of gross pay Health Insurance: City contribution up to $2042.82/month, based on enrollment in a CalPERS health plan Employees electing health coverage with premiums above the City health contribution will pay additional premium costs from salary on a pre-tax basis Coverage is effective as early asthe first day of the monthafter date of hire If an employee enrolls in a plan with a premium that is less than $946.86/month, they will be paid the difference in cash Employees hired on or after 1/1/2023who opt-out of City-offered health insurance and provide annual attestation and acceptableproof of alternative required coverage for themselves and their tax family, if applicable, are eligible for a cash-in-lieu amount of $250/month. Contact Human Resources for more details Dental Insurance: Choice of two Delta Dental plans; enrollment is mandatory City pays lowest cost employee only plan; additional cost is paid by employee Coverage is effective as early asthe first day of the monthafter date of hire Vision Insurance: Choice of two VSP plans City pays lowest cost employee only plan; additional cost is paid by employee Coverage is effective as early asthe first day of the monthafter date of hire Voluntary Employee Beneficiary Association (VEBA): City contributes $50.00 a month toward employee’s VEBA account Account funds may be used to pay for qualified medical expenses after separation from the City and after age 50 (pre-tax) Life Insurance: City pays for $50,000 of Basic Life Insurance coverage Coverage is effective the first of the month after one calendar month of employment Additional optional insurance may be purchased by the employee for the employee, spouse, domestic partner, and/or dependent children State Disability Insurance (SDI): Employee pays 1.1% of gross pay (includes Paid Family Leave) 7 day waiting period. Weekly paid leave for absences due to non-work related injuries/illnesses. Benefit is based on past earnings. Refer to edd.ca.gov for more information Paid Family Leave (PFL): Up to 8 weeks of benefits within a 12-month period to care for a family member or to bond with a new child No waiting period. Weekly paid leave benefit. Benefit is based on past earnings. Refer to edd.ca.gov for more information Long Term Disability (LTD) Insurance: Benefit is 60% of basic wage up to $13,333; max $8,000/month City paid benefit. City pays $.207/$100 of insured earnings 60 calendar day waiting period Coverage is effective the first of the month after one calendar month of employment Deferred Compensation: Voluntary plan through Nationwide Retirement Solutions Employee may contribute up to the lesser of the IRS maximum or100% of gross compensation into a pre-tax 457(b) account or a post-tax Roth 457(b) account (or a combination of the two accounts) subject to IRS rules Flexible Spending Account (IRS Section 125 Plan): Employee may contribute up to $3,200per year in pre-tax dollars to a health care spending account Employee may contribute up to $5,000 per year in pre-tax dollars to a dependent care spending account Employee may contribute up to $315per month in pre-tax dollars to a commuter benefit plan Vacation: Vacation is accrued bi-weekly, cannot use vacation during first 6 months of City service For 1 -4 years of service: 10 days (80 hours)/year For 5 -9 years of service: 15 days (120 hours)/year For 10 - 15 years of service: 21 days (168 hours)/year For 16 - 20 years of service: 22 days (176 hours)/year For 21+ years of service: 24 days (192 hours)/year Maximum accrual is 480 hours Once per year, employees can elect to convert up to 80 hours of accrued vacation to cash to be paid out in up to two cash-outs the following calendar year Sick Leave: Sick leave is accrued bi-weekly for equivalent of 96 hours per calendar year with no maximum accrual Up to 48 hours/year of accumulated sick leave may be used for family illness Up to 32 hours/year of accumulated sick leave may be used for personal leave Employee may convert sick leave to vacation once per calendar year (annual maximum conversion is 96 hours sick to 48 hours vacation) Partial sick leave payoff provision on retirement depending on years of service Management Leave: 120 hours of management leave credited to employees each January 1st New employees hired between January 1st and June 30th receive 120 hours of management leave their first year New employees hired between July 1st and December 31st receive 60 hours of management leave their first year Unused management leave may be carried over from one calendar year to the next; however, an employee may never have more than 240 hours (calendar years 2021 through 2024) of “banked” management leave Holidays: Seventeen paid eight-hour holidays per year (13 & 4 holidays between 12/25 to 1/1 of following year) Mobile Communication Device Allowance: $80/month in lieu of carrying a City-issued cell phone Auto Allowance (an alternative to mileage reimbursement or use of a City vehicle): Department Heads receive $320/month (up to $520, with City Manager approval). Assistant Department Heads and Division Managers can receive $200/month (Up to $500 with City Manager approval) Tuition Reimbursement Program: Up to $2,000 per fiscal year for tuition reimbursement Employee Assistance Program: Confidential counseling to employees and dependents. Up to maximum of five (5) consultations per family member per incident per year City paid benefit Retiree Medical Reimbursement Program: Employees who retire from the City with at least ten (10) years of service shall receive reimbursement to help cover retiree single health insurance premiums. The reimbursement maximum includes the PEMHCA minimum. Up to age 65, retirees are eligible for reimbursement up to$416/month in 2024(amount adjusted annually) After age 65, retirees are eligible for reimbursement up to $249/month in 2024(amount adjusted annually) Alternate Work Schedule: An employee shall be eligible to work a 9/80 alternate work schedule according to the conditions, criteria, and requirements set forth in City Manager's Directive 71. Requests to work a 9/80 schedule shall be made through or by the Department Head to the City Manager. The City Manager must approve the schedule and the City Manager or Department Head (for employees other than Department Heads) may terminate the schedule at anytime. Closing Date/Time: 9/23/2024 4:00 PM Pacific
Aug 31, 2024
Full Time
Description DESCRIPTION The City of Santa Clara is seeking collaborative, innovative, enthusiastic individuals with great interpersonal skills to deliver high quality services that meet the community’s needs. The City is looking for experienced professionals, to take on a variety of roles throughout the City. POSITIONS The City of Santa Clara is recruiting for several vacant positions Citywide. City Manager’s Office - 3 positions The City Manager’s Office is recruiting for three Management Analysts that will be assigned respectively to the general City Manager’s Office, Mayor and Council Office, and Santa Clara Stadium Authority (Stadium Authority). There will be opportunities for cross-functional projects and assignments. City Manager’s Office The City Manager's Office is responsible for providing strategic direction and support to all City departments for day-today operations and planning, as well as support to the City Council with its policy making. In this capacity, the City Manager's Office resolves complex administrative matters, performs City-wide policy analysis, directs city-wide emergency preparedness efforts; drives strategic planning and organizational development; oversees employee relations; directs the preparation of the budget in conformance with the Council's approved priorities and Budget Principles; and advises the Council of the City’s financial outlook. In addition, the City Manager's Office has direct responsibility for economic development, community outreach and engagement, property management, sustainability, community grants, legislative advocacy, and special projects. The Management Analyst in the City Manager’s Office will be responsible for supporting executive staff, working on projects and assignments related to City programs, and managing the department’s budget and financials. Responsibilities may include: Assist in the preparation and administration of the City Manager’s Office departmental budget and financials. Administer and/or support key programs and initiatives that may include the City’s Legislative Advocacy, Minimum Wage, Community Grant, Smoke-Free Santa Clara, and Safety Programs, the City’s service request platform (MySantaClara), organizational development, homelessness response, sustainability, real estate, economic development, employee engagement, and development of an internship program. Assist with the coordination of the annual Priority Setting Session. Provide staff support for committees and serve as a liaison to external organizations and community groups. Respond to Public Records Act requests and other inquiries from the public. Provide contract management for various types of agreements. Review, analyze, and prepare a variety of work products including agenda reports to the City Council, policies, agreements, correspondence, Request for Proposals, and other documents. Mayor & Council Office The Mayor and Council Office is a division under the City Manager’s Office. The division manages the scheduling for Mayor and City Councilmembers, oversees the fiscal management of the Mayor and Council Office budget, supports official travel needs, and responds to constituent concerns. The Mayor and Council Office’s Management Analyst supports City Council Committees, other intergovernmental assignments, reviews Public Record Act requests for the Mayor and Council, provides support for legislative matters, develops ceremonial and recognition reports, and supports special events. Additionally, the Management Analyst may write remarks and speeches and may be assigned to support City Manager’s Office projects and initiatives. There will be occasional evening work required at City Council meetings. City Manager’s Office/Stadium Authority Executive Director’s Office The City Manager’s Office also operates as the Stadium Authority Executive Director’s Office. The Stadium Authority owns Levi’s Stadium and contracts with the Forty Niners Stadium Management Company (Stadium Manager) for the management of Non-NFL Events and facility operations and maintenance. The Executive Director’s Office is responsible for the day-to-day management of Stadium Authority operations and providing oversight of the Stadium Manager’s responsibilities. The Stadium Authority Management Analyst will assist the Executive Director’s Office with the day-to-day management of Stadium Authority operations and oversight efforts. This may include responding to inquiries from the public and stadium patrons, assisting with the development of the Executive Director’s Office budget, reviewing and preparing a variety of documents including agreements, Requests for Proposals, and agenda reports to the Stadium Authority Board, providing staff support for meetings, coordinating with departments on financial, legal, and/or public safety matters, supporting community outreach and engagement efforts, conducting research, tracking various assignment and project updates, and working on special projects as assigned. Ideal candidates for the City Manager’s Office Management Analyst positions will have the following: Experience working in a fast-paced environment, Strong analytical and research skills, Ability to build and maintain effective working relationships with internal and external stakeholders, Ability to manage multiple projects and assignments with changing priorities, Track record of taking initiative and delivering results, Experience with public policy, public finances, and government agreements, Experience in preparing a variety of documents including policy, correspondence, agreements, and reports to a variety of audiences including executive management and elected bodies, Understanding of how different parts of an organization are interdependent of each other, Excellent interpersonal and communication skills, and Strong attention to detail. To learn more about the City Manager’s Office, visit our website here . To learn more about the Mayor and Council’s Office, visit our website here . The Stadium Authority was established to provide for the development and operation of Levi’s Stadium. To learn more about the Stadium Authority, visit our website here . Silicon Valley Power (Electric Department) - 1 position The Electric Department is seeking a Management Analyst to support its Operations Divisions. This position will support the purchasing and contract management activities of the Operations focused Management Team (Purchase Order process management, RFP development and management, budget preparation, contracts management and processing, policy and procedure development and maintenance). Ideally, candidates will have prior experience working in cross-functional utility teams, utility operations, purchasing and contracts management, and will have a demonstrated aptitude for grasping, conveying, and applying information related to electric or similar technical and dynamic systems as well as interpreting regulations. Experience managing MS SharePoint is highly desirable. Responsibilities may include: Develops and manages internal procedures, documents, training materials, and controls related to purchasing guidance and management Provides assistance, guidance, and support, in all purchasing and contracts management activities Maintains awareness of changes to purchasing codes and guidance by reviewing purchasing updates, maintaining relationships with employees in the finance and purchasing Divisions, meetings, and calls, and reports back potential impacts to the organization Ensures documents, training materials and platforms, and internal SharePoint sites are maintained and organized Provides oversight, analysis and guidance to employees as needed Manages personnel as assigned Provides additional support with large projects as-needed Works with SVP divisions to address purchasing compliance with rules and guidance, Develops Purchasing and Contracts document structure and build SharePoint (or similar database) sites Maintains awareness of risks of non-compliance with rules and guidance and ensures they are addressed Manages purchasing compliance and documentation of Purchase Requests, Purchasing Code, Competitive Process, Prevailing Wage requirements, Manages process to utilize NCPA or other membership purchasing agreements, Supports audits and internal compliance monitoring activities The ideal candidate will have the following: 3+ years utility experience OR demonstrated aptitude to learn about electric utility operations Intermediate + level SharePoint experience Technical writing skills Strong analytical ability Collaborative interpersonal skills Ability to supervise and provide guidance Effective written and verbal communication Excellent organizational and time management skills Initiative and a “Can Do” attitude A desire to learn and a growth mindset To learn more about Silicon Valley Power, visit our website here . Water & Sewer Utilities Department - 1 position The Water and Sewer Utilities Department is a utility enterprise that provides planning, design, construction, maintenance, and operation of the City's water distribution system, sewer collection system, and recycled water system. The ideal candidate will have the following: Effective written and verbal communication Strong analytical and research skills Detailed oriented and the ability to manage qualitative and quantitative data in an organized manner Experience in writing policy, correspondence and reports to a variety of audiences, including senior management and an elected body (e.g., Board, City Council or Commission) Experience in preparing and reading various types of agreements and interpreting them operationally (including understanding the connection between various legal documents) Knowledge of municipal public policy, procurement, budget, and financial principles Ability to work effectively with multiple departments to respond to inquiries or requests Ability to manage multiple projects and assignments, be flexible with changing priorities, and meet deadlines Knowledge and experience working in utilities or public works is desirable To learn more about the Water & Sewer Utilities Department, visit our website here . As a member of the City's unclassified service, this is an "at-will" position. The incumbent serves at the discretion of the City Manager. An incumbent in this classification: demonstrates strong ethical, professional, and service-oriented leadership and interpersonal skills; sets a good example; and correctly applies the tenets of the City's Code of Ethics and Values. Additional Information: Applications must be filled out completely (e.g. do not write “see resume, NA, or personnel file.”). To receive consideration for the screening process, candidates must submit a 1) Cover Letter and, 2) Resume. Incomplete applications will not be considered. Application packets may be submitted online through the “Apply Now” feature on the job announcement at www.santaclaraca.gov . Applications must be submitted by the filing deadline of Monday, September 23, 2024 at 4:00 PM. THIS RECRUITMENT MAY BE USED TO FILL MULTIPLE POSITIONS IN THIS, OR OTHER DIVISIONS OR DEPARTMENTS BESIDES THE POSITIONS LISTED BELOW. 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. MEETING THE MINIMUM QUALIFICATIONS DOES NOT GUARANTEE ADMITTANCE INTO THE EXAMINATION PROCESS. ONLY THE MOST QUALIFIED CANDIDATES WHO DEMONSTRATE THE BEST COMBINATION OF QUALIFICATIONS IN RELATION TO THE REQUIREMENTS AND DUTIES OF THE POSITION WILL BE INVITED TO TEST OR INTERVIEW. The annual salary range for this position is $119,994.36 - $155,300.16. This position will be filled at or near the minimum of the salary range. Typical Duties Please refer to the class specification , which includes more information on Typical Duties and Knowledge, Skills, and Abilities. Minimum Qualifications Education Graduation from an accredited college or university with a bachelor's degree in Public Administration, Business Administration or closely related field. A Master's degree in Public or Business Administration or closely related field is desirable. Experience One (1) year of experience performing analytical work. CERTIFICATIONS/LICENSES Possession of an appropriate, valid California Class C driver's license is required at time of appointment and for duration of employment. OTHER REQUIREMENTS Must be able to perform all of the essential functions of the job assignment. CONFLICT OF INTEREST Incumbents in this position are required to file a Conflict of Interest statement upon assuming office, annually, and upon leaving office, in accordance with City Manager Directive 100. Knowledge, Skills, and Abilities Federal law requires all employees to provide verification of their eligibility to work in this country. Please be informed that the City of Santa Clara will not sponsor, represent, or sign documents related to visa applications/transfers for H1B or any other type of visa which requires an employer application. The City of Santa Clara is an equal opportunity employer. Applicants for all job openings will be considered without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, veteran status or any other consideration made unlawful under any federal, state or local laws. The City of Santa Clara is committed to offering reasonable accommodations to job applicants with disabilities. If you need assistance or an accommodation due to a disability, please contact us at (408) 615-2080 or HumanResources@santaclaraca.gov . City of Santa Clara Benefit Summary Overview for Bargaining Unit #9 Miscellaneous Unclassified Management This summary provides a brief overview of the City of Santa Clara’s benefits available to Bargaining Unit #9 employees in 2024. In the event of any conflict between the information in this summary and the applicable official plan documents, City Manager’s Directives (CMDs), Personnel and Salary Resolution, or Memorandum of Understanding (MOU), the applicable official plan documents, CMDs, Personnel and Salary Resolution, or MOU will prevail over this summary. Benefits are subject to change. Retirement: Membership in the California Public Employees Retirement System (CalPERS) Classic Employees: 2.7% @ age 55 formula -employee pays 8.00% of gross pay, minus $61 bi-weekly New Employees: 2.0% @ age 62 formula - employee pays 7.00% of gross pay Medicare and Social Security (FICA) Employee pays 6.20% up to $10,397.40(Social Security) and 1.45% (Medicare) of gross pay Health Insurance: City contribution up to $2042.82/month, based on enrollment in a CalPERS health plan Employees electing health coverage with premiums above the City health contribution will pay additional premium costs from salary on a pre-tax basis Coverage is effective as early asthe first day of the monthafter date of hire If an employee enrolls in a plan with a premium that is less than $946.86/month, they will be paid the difference in cash Employees hired on or after 1/1/2023who opt-out of City-offered health insurance and provide annual attestation and acceptableproof of alternative required coverage for themselves and their tax family, if applicable, are eligible for a cash-in-lieu amount of $250/month. Contact Human Resources for more details Dental Insurance: Choice of two Delta Dental plans; enrollment is mandatory City pays lowest cost employee only plan; additional cost is paid by employee Coverage is effective as early asthe first day of the monthafter date of hire Vision Insurance: Choice of two VSP plans City pays lowest cost employee only plan; additional cost is paid by employee Coverage is effective as early asthe first day of the monthafter date of hire Voluntary Employee Beneficiary Association (VEBA): City contributes $50.00 a month toward employee’s VEBA account Account funds may be used to pay for qualified medical expenses after separation from the City and after age 50 (pre-tax) Life Insurance: City pays for $50,000 of Basic Life Insurance coverage Coverage is effective the first of the month after one calendar month of employment Additional optional insurance may be purchased by the employee for the employee, spouse, domestic partner, and/or dependent children State Disability Insurance (SDI): Employee pays 1.1% of gross pay (includes Paid Family Leave) 7 day waiting period. Weekly paid leave for absences due to non-work related injuries/illnesses. Benefit is based on past earnings. Refer to edd.ca.gov for more information Paid Family Leave (PFL): Up to 8 weeks of benefits within a 12-month period to care for a family member or to bond with a new child No waiting period. Weekly paid leave benefit. Benefit is based on past earnings. Refer to edd.ca.gov for more information Long Term Disability (LTD) Insurance: Benefit is 60% of basic wage up to $13,333; max $8,000/month City paid benefit. City pays $.207/$100 of insured earnings 60 calendar day waiting period Coverage is effective the first of the month after one calendar month of employment Deferred Compensation: Voluntary plan through Nationwide Retirement Solutions Employee may contribute up to the lesser of the IRS maximum or100% of gross compensation into a pre-tax 457(b) account or a post-tax Roth 457(b) account (or a combination of the two accounts) subject to IRS rules Flexible Spending Account (IRS Section 125 Plan): Employee may contribute up to $3,200per year in pre-tax dollars to a health care spending account Employee may contribute up to $5,000 per year in pre-tax dollars to a dependent care spending account Employee may contribute up to $315per month in pre-tax dollars to a commuter benefit plan Vacation: Vacation is accrued bi-weekly, cannot use vacation during first 6 months of City service For 1 -4 years of service: 10 days (80 hours)/year For 5 -9 years of service: 15 days (120 hours)/year For 10 - 15 years of service: 21 days (168 hours)/year For 16 - 20 years of service: 22 days (176 hours)/year For 21+ years of service: 24 days (192 hours)/year Maximum accrual is 480 hours Once per year, employees can elect to convert up to 80 hours of accrued vacation to cash to be paid out in up to two cash-outs the following calendar year Sick Leave: Sick leave is accrued bi-weekly for equivalent of 96 hours per calendar year with no maximum accrual Up to 48 hours/year of accumulated sick leave may be used for family illness Up to 32 hours/year of accumulated sick leave may be used for personal leave Employee may convert sick leave to vacation once per calendar year (annual maximum conversion is 96 hours sick to 48 hours vacation) Partial sick leave payoff provision on retirement depending on years of service Management Leave: 120 hours of management leave credited to employees each January 1st New employees hired between January 1st and June 30th receive 120 hours of management leave their first year New employees hired between July 1st and December 31st receive 60 hours of management leave their first year Unused management leave may be carried over from one calendar year to the next; however, an employee may never have more than 240 hours (calendar years 2021 through 2024) of “banked” management leave Holidays: Seventeen paid eight-hour holidays per year (13 & 4 holidays between 12/25 to 1/1 of following year) Mobile Communication Device Allowance: $80/month in lieu of carrying a City-issued cell phone Auto Allowance (an alternative to mileage reimbursement or use of a City vehicle): Department Heads receive $320/month (up to $520, with City Manager approval). Assistant Department Heads and Division Managers can receive $200/month (Up to $500 with City Manager approval) Tuition Reimbursement Program: Up to $2,000 per fiscal year for tuition reimbursement Employee Assistance Program: Confidential counseling to employees and dependents. Up to maximum of five (5) consultations per family member per incident per year City paid benefit Retiree Medical Reimbursement Program: Employees who retire from the City with at least ten (10) years of service shall receive reimbursement to help cover retiree single health insurance premiums. The reimbursement maximum includes the PEMHCA minimum. Up to age 65, retirees are eligible for reimbursement up to$416/month in 2024(amount adjusted annually) After age 65, retirees are eligible for reimbursement up to $249/month in 2024(amount adjusted annually) Alternate Work Schedule: An employee shall be eligible to work a 9/80 alternate work schedule according to the conditions, criteria, and requirements set forth in City Manager's Directive 71. Requests to work a 9/80 schedule shall be made through or by the Department Head to the City Manager. The City Manager must approve the schedule and the City Manager or Department Head (for employees other than Department Heads) may terminate the schedule at anytime. Closing Date/Time: 9/23/2024 4:00 PM Pacific
STATE BAR OF CALIFORNIA
Los Angeles, CA, United States
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA Exempt / Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate The State Bar of California seeks a full-time Financial Analyst to join its access to justice and diversity and inclusion team. This position is part of the team responsible for the fiscal compliance and oversight of the distributed grant funds. Responsibilities include analyzing grantee budgets, budget revisions and other requests, conducting grantee monitoring visits, supporting IOLTA bank compliance, supporting the year-end financial audit processes, project management of timesheet administration, and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The successful candidate will be an excellent communicator with attention to detail and precise analytical skills. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Prior grant administration experience is preferred. Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and year-to-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. License, Certificate, Registration Requirements: None required. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Jul 14, 2024
Full Time
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA Exempt / Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate The State Bar of California seeks a full-time Financial Analyst to join its access to justice and diversity and inclusion team. This position is part of the team responsible for the fiscal compliance and oversight of the distributed grant funds. Responsibilities include analyzing grantee budgets, budget revisions and other requests, conducting grantee monitoring visits, supporting IOLTA bank compliance, supporting the year-end financial audit processes, project management of timesheet administration, and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The successful candidate will be an excellent communicator with attention to detail and precise analytical skills. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Prior grant administration experience is preferred. Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and year-to-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. License, Certificate, Registration Requirements: None required. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
STATE BAR OF CALIFORNIA
San Francisco, CA, United States
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA Exempt / Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate The State Bar of California seeks a full-time Financial Analyst to join its access to justice and diversity and inclusion team. This position is part of the team responsible for the fiscal compliance and oversight of the distributed grant funds. Responsibilities include analyzing grantee budgets, budget revisions and other requests, conducting grantee monitoring visits, supporting IOLTA bank compliance, supporting the year-end financial audit processes, project management of timesheet administration, and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The successful candidate will be an excellent communicator with attention to detail and precise analytical skills. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Prior grant administration experience is preferred. Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and year-to-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. License, Certificate, Registration Requirements: None required. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Jul 14, 2024
Full Time
Job Description Office of Access and Inclusion Annual Salary Range for Financial Analyst : $90,693 - $120,920 FLSA Exempt / Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion (OA&I) leads the grantmaking for legal services, and policymaking on access to justiceand diversity, equity, and inclusion work at the State Bar. In 2024, OA&I, working with the Legal Services Trust Fund Commission and the Board of Trustees, will distribute more than $180 million toover 110 nonprofit legal aid organizations throughout the state. OA&I also supports various initiatives to promote and advance diversity, equity, and inclusion in the legal profession by partnering with various offices of the State Bar and external stakeholders. The Ideal Candidate The State Bar of California seeks a full-time Financial Analyst to join its access to justice and diversity and inclusion team. This position is part of the team responsible for the fiscal compliance and oversight of the distributed grant funds. Responsibilities include analyzing grantee budgets, budget revisions and other requests, conducting grantee monitoring visits, supporting IOLTA bank compliance, supporting the year-end financial audit processes, project management of timesheet administration, and maintaining important relationships with volunteers, agencies, grantees, and other stakeholders. This position will require travel to visit in-person with State Bar grantees and other stakeholders. The successful candidate will be an excellent communicator with attention to detail and precise analytical skills. The team values people who bring a passion for social justice, collegiality, and integrity to the workplace. Prior grant administration experience is preferred. Definition Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned. Distinguishing Characteristics This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section. Examples of Essential Duties Duties may include, but are not limited to the following: Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets. Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures. Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others. Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles. Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas. Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices. Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures. Prepares and distributes financial statements and reports and prepares special financial reports and analysis. Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and year-to-date percentage earning and coordinates the resolution of problems with the outside consulting firm. Coordinates and manages activities related to independent financial and performance audits. Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas. Principles of budgeting, financial planning and management. Manual and computerized accounting and financial recordkeeping systems. Accounting, budget and financial control principles, procedures and practices. Report preparation techniques. Problem identification and analyses of accounting and fiscal controls, systems and practices. Modern office procedures, methods and equipment including computers and software applications relevant to the work. Methods and techniques of compiling and summarizing fiscal data. Principles and practices of customer service. Ability to: Perform professional accounting duties in assigned areas of responsibility. Develop proposed budgets based on an understanding of operational needs and available funding. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret and reconcile fiscal documents. Prioritize and work under deadlines. Serve as a resource to assigned staff. Perform complex accounting and financial functions; verify, reconcile and balance financial transactions. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships with those contacted in the course of work. Maintain the confidentiality of information. Minimum Qualifications Education: Bachelor's degree in accounting or a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum two (2) years' experience of financial analysis and/or government/public sector accounting and/or budgeting experience. License, Certificate, Registration Requirements: None required. Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
STATE BAR OF CALIFORNIA
San Francisco, CA, United States
Job Description Office of Finance Annual Salary Range: $120,729 - $160,952 FLSA Exempt / Non-Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Finance (Finance) oversees accounts payable, accounts receivable, billing, collection, payroll, fixed assets, treasury, and the general ledger in accordance with the State Bar's financial policies. Finance is also responsible for ongoing financial planning, preparing financial statements and analysis, and works with the Leadership Team and the Finance Committee to create and monitor the State Bar's annual budget. About the Position The State Bar of California's Office of Finance seeks an experienced and highly skilled Principal Financial Analyst/Accounting Supervisor to perform comprehensive accounting professional duties in the areas of general ledger, accounts payable, grants, investments, fixed assets, payroll, fund accounting, audits, personnel supervision, and special projects. The Principal Financial Analyst/Accounting Supervisor exercises sound, independent judgment in performing complex analytical work; adapts quickly to changing environment and effectively implements course of actions; participates in audit activities; works under pressure and deadlines; provides training and guidance to staff; and performs other related duties as required. Governmental accounting experience is desired and experience with Oracle Fusion is a plus. Definition The Principal Financial Analyst serves under the general oversight of an Executive Team Member and is responsible for supervising the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to general ledger, grants, accounts payable, accounts receivable, payroll, general and special fund accounting, related activities in accordance with generally accepted accounting standards, fiscal audits, and for supporting special projects as assigned. This position serves on a team that is responsible for continuous institutional organizational improvement, collaboration, accountability, and professionalism. The Principal Financial Analyst may also oversee other functions as assigned. Distinguishing Characteristics This classification is distinguished from a Senior Program Analyst in the series in that the Principal Financial Analyst assumes responsibility for development and implementation of comprehensive accounting and finance related projects that may have an agency wide impact. Duties may deal with complex and sensitive issues. Incumbents are expected to work with minimal direction and may supervise and/or lead support staff. Examples of Essential Duties Duties may include, but are not limited to the following: Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems, and procedures and prepares reports recommending changes and/or alternatives to procedures. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line-item expense, balance sheet accounts, reports discrepancies between actual and subsidiary ledgers and makes recommended changes in cost allocation formulas. Supervises, plans, and prioritizes the work of professional, technical, or clerical staff. Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Reviews licensing and program fees to ensure fiscal stability. Analyzes data from the State Bar's information systems, to support institutional performance analysis and program evaluation. Conducts internal performance and financial audits pursuant to a performance and financial audit plan, to ensure that the State Bar's core functions are being performed efficiently and effectively, and in compliance with all governing mandates. Serves as staff to subgroups of members of the Board of Trustees, Executive Office efforts, and other committees and working groups by conducting research and policy analysis, providing materials in presentation ready format, and presenting materials at public meetings and other committees to ensure clear and accurate communication regarding implementation efforts. Serves as the subject matter expert in analyzing and critiquing proposal information before a vendor is selected. Directs work of contractors and consultants ensuring that contract requirements are followed and in accordance with State Bar policies. Responds to internal and external inquiries about the State Bar's data collection and analysis, continuous improvement, and internal audit efforts. Serves as lead staff to subordinate analytical, administrative, and technical staff. Monitors project budgets and makes recommendations on budget expenditures. Performs a number of other similar or related duties which may not be specifically included within this position description, but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services, and processes including accounts payable, accounts receivable, payroll, budget, audits, and general and special fund accounting financial reporting and related fiscal areas. Principles of financial planning and management, administration, and supervision. Principles of accounting, auditing, financial controls and reporting in the governmental public sector. Manual and computerized accounting and financial recordkeeping systems. Accounting and financial control principles, procedures, and practices. Problem identification and analyses of accounting and fiscal controls, system, and practices. Principles of direct and lead supervision, training, organizational behavior, conflict resolution and performance evaluation. Principles of effective personnel management in a union environment. Principles of computer information systems, including database, report generation, word processing, spreadsheet, and presentation software. Principles of project planning and implementation. Modern office procedures, methods and equipment including database, report generation, word processing, spreadsheet, presentation, and software applications relevant to the work. Methods and techniques of compiling and summarizing financial data and financial analysis and research. Principles and practices of customer service. Principles of effective written and verbal presentations, including public speaking, and public relations/customer service. Within the introductory period, obtain a working knowledge of State Bar office and functions. Ability to: Perform professional accounting duties in assigned areas of responsibility. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret, and reconcile fiscal documents. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform under stress, adopt effective courses of action and work under deadlines. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Effectively interact with others, mentor and train staff as required. Effectively address conflict. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Lead others to accomplish project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Act with integrity in all related State Bar business. Quickly adapt to changing environments, critical needs and adopt and effectively implement courses of action. Minimum Qualifications Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Master's degree in a relevant field may substitute for up to two (2) years of experience. Experience: Minimum five (5) years' journey level professional financial analysis or accounting and accounting; or four (4) years of financial experience with two (2) year supervisorial experience. License, Certificate, Registration Requirements Special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. Applicants Meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Aug 31, 2024
Full Time
Job Description Office of Finance Annual Salary Range: $120,729 - $160,952 FLSA Exempt / Non-Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Finance (Finance) oversees accounts payable, accounts receivable, billing, collection, payroll, fixed assets, treasury, and the general ledger in accordance with the State Bar's financial policies. Finance is also responsible for ongoing financial planning, preparing financial statements and analysis, and works with the Leadership Team and the Finance Committee to create and monitor the State Bar's annual budget. About the Position The State Bar of California's Office of Finance seeks an experienced and highly skilled Principal Financial Analyst/Accounting Supervisor to perform comprehensive accounting professional duties in the areas of general ledger, accounts payable, grants, investments, fixed assets, payroll, fund accounting, audits, personnel supervision, and special projects. The Principal Financial Analyst/Accounting Supervisor exercises sound, independent judgment in performing complex analytical work; adapts quickly to changing environment and effectively implements course of actions; participates in audit activities; works under pressure and deadlines; provides training and guidance to staff; and performs other related duties as required. Governmental accounting experience is desired and experience with Oracle Fusion is a plus. Definition The Principal Financial Analyst serves under the general oversight of an Executive Team Member and is responsible for supervising the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to general ledger, grants, accounts payable, accounts receivable, payroll, general and special fund accounting, related activities in accordance with generally accepted accounting standards, fiscal audits, and for supporting special projects as assigned. This position serves on a team that is responsible for continuous institutional organizational improvement, collaboration, accountability, and professionalism. The Principal Financial Analyst may also oversee other functions as assigned. Distinguishing Characteristics This classification is distinguished from a Senior Program Analyst in the series in that the Principal Financial Analyst assumes responsibility for development and implementation of comprehensive accounting and finance related projects that may have an agency wide impact. Duties may deal with complex and sensitive issues. Incumbents are expected to work with minimal direction and may supervise and/or lead support staff. Examples of Essential Duties Duties may include, but are not limited to the following: Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems, and procedures and prepares reports recommending changes and/or alternatives to procedures. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line-item expense, balance sheet accounts, reports discrepancies between actual and subsidiary ledgers and makes recommended changes in cost allocation formulas. Supervises, plans, and prioritizes the work of professional, technical, or clerical staff. Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Reviews licensing and program fees to ensure fiscal stability. Analyzes data from the State Bar's information systems, to support institutional performance analysis and program evaluation. Conducts internal performance and financial audits pursuant to a performance and financial audit plan, to ensure that the State Bar's core functions are being performed efficiently and effectively, and in compliance with all governing mandates. Serves as staff to subgroups of members of the Board of Trustees, Executive Office efforts, and other committees and working groups by conducting research and policy analysis, providing materials in presentation ready format, and presenting materials at public meetings and other committees to ensure clear and accurate communication regarding implementation efforts. Serves as the subject matter expert in analyzing and critiquing proposal information before a vendor is selected. Directs work of contractors and consultants ensuring that contract requirements are followed and in accordance with State Bar policies. Responds to internal and external inquiries about the State Bar's data collection and analysis, continuous improvement, and internal audit efforts. Serves as lead staff to subordinate analytical, administrative, and technical staff. Monitors project budgets and makes recommendations on budget expenditures. Performs a number of other similar or related duties which may not be specifically included within this position description, but which are consistent with the general level of the job and the responsibilities described. Employment Standards Knowledge of: Operations, services, and processes including accounts payable, accounts receivable, payroll, budget, audits, and general and special fund accounting financial reporting and related fiscal areas. Principles of financial planning and management, administration, and supervision. Principles of accounting, auditing, financial controls and reporting in the governmental public sector. Manual and computerized accounting and financial recordkeeping systems. Accounting and financial control principles, procedures, and practices. Problem identification and analyses of accounting and fiscal controls, system, and practices. Principles of direct and lead supervision, training, organizational behavior, conflict resolution and performance evaluation. Principles of effective personnel management in a union environment. Principles of computer information systems, including database, report generation, word processing, spreadsheet, and presentation software. Principles of project planning and implementation. Modern office procedures, methods and equipment including database, report generation, word processing, spreadsheet, presentation, and software applications relevant to the work. Methods and techniques of compiling and summarizing financial data and financial analysis and research. Principles and practices of customer service. Principles of effective written and verbal presentations, including public speaking, and public relations/customer service. Within the introductory period, obtain a working knowledge of State Bar office and functions. Ability to: Perform professional accounting duties in assigned areas of responsibility. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret, and reconcile fiscal documents. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform under stress, adopt effective courses of action and work under deadlines. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Effectively interact with others, mentor and train staff as required. Effectively address conflict. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Lead others to accomplish project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Act with integrity in all related State Bar business. Quickly adapt to changing environments, critical needs and adopt and effectively implement courses of action. Minimum Qualifications Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Master's degree in a relevant field may substitute for up to two (2) years of experience. Experience: Minimum five (5) years' journey level professional financial analysis or accounting and accounting; or four (4) years of financial experience with two (2) year supervisorial experience. License, Certificate, Registration Requirements Special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. Applicants Meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Introduction READ THIS ENTIRE BULLETIN FOR INSTRUCTIONS ON HOW TO REAPPLY FOR THIS RECRUITMENT. THIS IS A REOPENING OF A CONTINUOUS EXAMINATION. If you have previously applied or started an application for the Financial Services Specialist, Examination #23-0214-01, read this entire bulletin. There are specific instructions on how to reapply for this position. PLEASE CONTACT THE EXAMINATION ANALYST, IONE BELL AT IONE.BELL@ACGOV.ORG TO HAVE YOUR PREVIOUS APPLICATION RELEASED BACK TO YOU. The scores and dispositions of candidates for this examination will be merged with previous exam participants. If you have previously submitted an application and choose to reapply, you new score/disposition will replace your current disposition. Supplemental Questionnaire: A properly completed Supplemental Questionnaire must be submitted with each application. Applications and Supplemental Questionnaires must be in the possession of the Human Resource Services Department by 5:00 p.m. on the Last Day for Filing. Failure to submit the Application or Supplemental Questionnaire will result in disqualification. Applications and Supplemental Questionnaires will only be accepted online. DESCRIPTION P THE COUNTY : Established in 1853, Alameda County has a population of over 1.6 million residents making it the second largest county in the Bay Area and the seventh largest in the State. The County encompasses 14 cities including Alameda, Albany, Berkeley, Dublin, Emeryville, Fremont, Hayward, Livermore, Newark, Oakland, Piedmont, Pleasanton, San Leandro, and Union City as well as six unincorporated communities and rural areas that span a total of 738 square miles. Alameda County employs approximately 9,000 employees working in 21 different agencies and departments and has an annual budget of over $3 billion. As a major urban County, Alameda delivers a full spectrum of services, including general government and internal services, health care, social services, public works, criminal justice, and other public safety services for its community. The County celebrates the rich diversity of its workforce, which in large measure, reflects the cultural and ethnic diversity of the community it serves. The County’s mission is to enrich the lives of its residents through visionary policies and accessible, responsive, and effective services. Its vision is to be recognized as one of the best counties in which to live, work, and do business. THE POSITION : Under direction, to provide professional-level financial services in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, and gra nts management to County departments and agencies; to conduct a variety of studies and inquiries and perform financial analytic and administrative work; and to do related work as required. Financial Services Specialist I/II is a flexibly staffed class series with the work normally performed at the II level, but with initial selection possible at the I or entry level. Incumbents hired at the I level will be expected to gain experience and dem onstrate proficiency which qualifies them to promote to the II level after the equivalent of two years full time service. If proficient, incumbents will be eligible to be flexibly promoted to the II level after the equivalent of one year. Appointment at th e I level will not be extended beyond two years. Positions in this class series are normally found in County departments with multiple budgets and funding sources and/or with extensive contracting with service providers or community-based organizations. I n addition to the provision of financial services, responsibilities also include performing general administrative services work, planning and conducting analytical studies and overseeing support functions and staff. Although the work is diverse, all posit ions are typically characterized by all of the following elements: 1. Independent decision-making. 2. Capacity to present clear oral and written reports to senior managers. 3. Knowledge of governmental financial processes and systems. 4. Ability to conduct financial analysis and formulate financial recommendations; and 5. Limited availability or nature of supervision This series is distinguished from the Administrative Specialist class series, which has primary responsibility for the provision of more general administrative services in such areas as personnel, purchasing, contracting, budgeting and departmental communications. It is further distinguished from Senior Financial Services Specialist, which is a skilled, technical specialist class with a primary rol e in financial strategic planning and policy development. For a detailed listing of the essential responsibilities and core competency requirements for this position, please click here for the job specification. THE IDEAL CANDIDATE : In addition to meeting the minimum qualifications and knowledge and skills below, the ideal candidate will have demonstrated a track record of success in: Preparing clear and accurate reports, correspondence, procedures, and other written materials. Communic ating clearly and effectively both orally and in writing. Effectively performing financial recordkeeping and demonstrated auditing best practices. Computer applications related to the work, such as word processing, databases, and spreadsheets. Performing work involving the principles and practices of contract and grant administration. Performing work involving the principles and practices of governmental budget development and administration. Performing work involving the practices and techniques of administrative analysis and report preparation. Organizing and prioritizing work to meet critical deadlines. Interpret ing , explain ing , and apply ing applicable federal, state and local policies and regulations. Developing and admi nistering multiple budgets. Planning and conducting administrative and operational studies. THE VACANCIES : The immediate vacancies are in the Alameda County Health, the Social Services Agency, and the Probation Department. However, the eligible list resulting from this recruitment may be used by any County department or agency needing to fill a vacancy. MINIMUM QUALIFICATIONS Either I The equivalent of one year full-time experience in the class of Financial Services Specialist I in the Alameda County classified service. Or II Education: Equivalent to graduation from an accredited four-year college or university (180 quarter units or 120 semester units) with major coursework in business or public administration, accounting, economics, financial planning or a field related to the work. (Additional professional financial planning and support experience equivalent to the County’s classification of Financial Services Specialist I may be substituted for the education on a year-for-year basis.) And Experience: Equivalent to one year of full-time professional-level experience in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, grant management or similar financial services equivalent to that performed by the Alameda County classified service of Financial Services Specialist I. Licenses: Specified positions may require possession of a valid California driver's license. NOTE: The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination. KNOWLEDGE AND SKILLS The most suitably qualified candidates will possess the following competencies: Knowledge of: • Principles and practices of governmental budget development and administration. • Principles and practices of contract and grant administration. • Financial record-keeping and auditing practices. • Practices and techniques of administrative analysis and report preparation. • Applicable federal, state and local policies and regulations. • Computer applications related to the work, such as word processing, data bases and spreadsheets. Proficient in Microsoft Word, Excel, Access and Outlook. • Office administrative practices and procedures, including records management and the operation of standard office equipment. Ability to: • Develop and administer multiple budgets. • Monitor fiscal transactions and audit fiscal records and documentation. • Plan and conduct administrative and operational studies. • Interpret, explain and apply financial regulations, policies and procedures. • Direct the work of others on a project or day-to-day basis. • Prepare clear and accurate reports, correspondence, procedures and other written materials. • Represent the department and the County in meetings with others. • Organize and prioritize work and meet critical deadlines. • Maintain accurate financial records and audit data. • Exercise sound independent judgment within established policies and guidelines. • Establish and maintain effective working relationships with those contacted in the course of work. • Clearly and effectively communicate, both verbally and in writing; write contract documents, electronic mail, and Board letters to the Board of Supervisors at a professional skill level. • Communicate fluently using the English language to present and request information to/from internal and external customers effectively by phone or in person. EXAMINATION COMPONENTS THE EXAMINATION WILL CONSIST OF THE FOLLOWING STEPS: 1) A review of applicants' applications to verify possession of minimum requirements. Those candidates who possess the minimum requirements for the class will move on to the next step in the examination process. 2) A review of candidates’ Supplemental Questionnaires to select the best qualified applicants to continue in the process. Those candidates considered the best qualified will move on to the final step in the examination process. 3) An oral interview/exam which will be weighted as 100% of the candidate's final examination score. The oral interview/exam may contain situational exercises. CANDIDATES MUST ATTAIN A QUALIFYING RATING ON EACH PORTION OF THIS EXAMINATION. We reserve the right to make changes to the announced examination components . Alameda County utilizes a Civil Service Selection System founded on merit. Such a system is competitive and based on broad recruitment efforts and equal opportunity for qualified applicants to test in an examination process designed to determine the qualifications, fitness and ability of competitors to perform duties of the vacant position. Many of our recruitments are targeted and specific to the needs of a current vacant position, in which case, the eligible list may be exclusively used for that current vacant position. Other recruitments may be more broadly used for both current and future vacancies, or for other alternate jobs with comparable scopes of work. To learn more about our recruitment and selection process, please visit the “What You Need to Know” section of our website, www.acgov.org/hrs . Selection Plan Applicants will be informed via e-mail with reasonable notice in advance of any examination process which will require their attendance. The following dates are tentative and subject to change based on the needs of the Agency: TENTATIVE SELECTION PLAN: Deadline for Filing (LDF): Monday, August 26, 2024, 5:00 p.m. Review of Minimum Qualifications: Monday, September 2, 2024 Review of Supplemental Questionnaire for Best Qualified: By September 20, 2024 Virtual Civil Service Pre-Recorded Oral Interviews: Week of October 7, 2024 Notification of Results: Week of November 4, 2024 CSC Promulgation of Eligible List November 27, 2024 Closing Date/Time: 9/24/2024 5:00:00 PM
Aug 13, 2024
Full Time
Introduction READ THIS ENTIRE BULLETIN FOR INSTRUCTIONS ON HOW TO REAPPLY FOR THIS RECRUITMENT. THIS IS A REOPENING OF A CONTINUOUS EXAMINATION. If you have previously applied or started an application for the Financial Services Specialist, Examination #23-0214-01, read this entire bulletin. There are specific instructions on how to reapply for this position. PLEASE CONTACT THE EXAMINATION ANALYST, IONE BELL AT IONE.BELL@ACGOV.ORG TO HAVE YOUR PREVIOUS APPLICATION RELEASED BACK TO YOU. The scores and dispositions of candidates for this examination will be merged with previous exam participants. If you have previously submitted an application and choose to reapply, you new score/disposition will replace your current disposition. Supplemental Questionnaire: A properly completed Supplemental Questionnaire must be submitted with each application. Applications and Supplemental Questionnaires must be in the possession of the Human Resource Services Department by 5:00 p.m. on the Last Day for Filing. Failure to submit the Application or Supplemental Questionnaire will result in disqualification. Applications and Supplemental Questionnaires will only be accepted online. DESCRIPTION P THE COUNTY : Established in 1853, Alameda County has a population of over 1.6 million residents making it the second largest county in the Bay Area and the seventh largest in the State. The County encompasses 14 cities including Alameda, Albany, Berkeley, Dublin, Emeryville, Fremont, Hayward, Livermore, Newark, Oakland, Piedmont, Pleasanton, San Leandro, and Union City as well as six unincorporated communities and rural areas that span a total of 738 square miles. Alameda County employs approximately 9,000 employees working in 21 different agencies and departments and has an annual budget of over $3 billion. As a major urban County, Alameda delivers a full spectrum of services, including general government and internal services, health care, social services, public works, criminal justice, and other public safety services for its community. The County celebrates the rich diversity of its workforce, which in large measure, reflects the cultural and ethnic diversity of the community it serves. The County’s mission is to enrich the lives of its residents through visionary policies and accessible, responsive, and effective services. Its vision is to be recognized as one of the best counties in which to live, work, and do business. THE POSITION : Under direction, to provide professional-level financial services in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, and gra nts management to County departments and agencies; to conduct a variety of studies and inquiries and perform financial analytic and administrative work; and to do related work as required. Financial Services Specialist I/II is a flexibly staffed class series with the work normally performed at the II level, but with initial selection possible at the I or entry level. Incumbents hired at the I level will be expected to gain experience and dem onstrate proficiency which qualifies them to promote to the II level after the equivalent of two years full time service. If proficient, incumbents will be eligible to be flexibly promoted to the II level after the equivalent of one year. Appointment at th e I level will not be extended beyond two years. Positions in this class series are normally found in County departments with multiple budgets and funding sources and/or with extensive contracting with service providers or community-based organizations. I n addition to the provision of financial services, responsibilities also include performing general administrative services work, planning and conducting analytical studies and overseeing support functions and staff. Although the work is diverse, all posit ions are typically characterized by all of the following elements: 1. Independent decision-making. 2. Capacity to present clear oral and written reports to senior managers. 3. Knowledge of governmental financial processes and systems. 4. Ability to conduct financial analysis and formulate financial recommendations; and 5. Limited availability or nature of supervision This series is distinguished from the Administrative Specialist class series, which has primary responsibility for the provision of more general administrative services in such areas as personnel, purchasing, contracting, budgeting and departmental communications. It is further distinguished from Senior Financial Services Specialist, which is a skilled, technical specialist class with a primary rol e in financial strategic planning and policy development. For a detailed listing of the essential responsibilities and core competency requirements for this position, please click here for the job specification. THE IDEAL CANDIDATE : In addition to meeting the minimum qualifications and knowledge and skills below, the ideal candidate will have demonstrated a track record of success in: Preparing clear and accurate reports, correspondence, procedures, and other written materials. Communic ating clearly and effectively both orally and in writing. Effectively performing financial recordkeeping and demonstrated auditing best practices. Computer applications related to the work, such as word processing, databases, and spreadsheets. Performing work involving the principles and practices of contract and grant administration. Performing work involving the principles and practices of governmental budget development and administration. Performing work involving the practices and techniques of administrative analysis and report preparation. Organizing and prioritizing work to meet critical deadlines. Interpret ing , explain ing , and apply ing applicable federal, state and local policies and regulations. Developing and admi nistering multiple budgets. Planning and conducting administrative and operational studies. THE VACANCIES : The immediate vacancies are in the Alameda County Health, the Social Services Agency, and the Probation Department. However, the eligible list resulting from this recruitment may be used by any County department or agency needing to fill a vacancy. MINIMUM QUALIFICATIONS Either I The equivalent of one year full-time experience in the class of Financial Services Specialist I in the Alameda County classified service. Or II Education: Equivalent to graduation from an accredited four-year college or university (180 quarter units or 120 semester units) with major coursework in business or public administration, accounting, economics, financial planning or a field related to the work. (Additional professional financial planning and support experience equivalent to the County’s classification of Financial Services Specialist I may be substituted for the education on a year-for-year basis.) And Experience: Equivalent to one year of full-time professional-level experience in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, grant management or similar financial services equivalent to that performed by the Alameda County classified service of Financial Services Specialist I. Licenses: Specified positions may require possession of a valid California driver's license. NOTE: The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination. KNOWLEDGE AND SKILLS The most suitably qualified candidates will possess the following competencies: Knowledge of: • Principles and practices of governmental budget development and administration. • Principles and practices of contract and grant administration. • Financial record-keeping and auditing practices. • Practices and techniques of administrative analysis and report preparation. • Applicable federal, state and local policies and regulations. • Computer applications related to the work, such as word processing, data bases and spreadsheets. Proficient in Microsoft Word, Excel, Access and Outlook. • Office administrative practices and procedures, including records management and the operation of standard office equipment. Ability to: • Develop and administer multiple budgets. • Monitor fiscal transactions and audit fiscal records and documentation. • Plan and conduct administrative and operational studies. • Interpret, explain and apply financial regulations, policies and procedures. • Direct the work of others on a project or day-to-day basis. • Prepare clear and accurate reports, correspondence, procedures and other written materials. • Represent the department and the County in meetings with others. • Organize and prioritize work and meet critical deadlines. • Maintain accurate financial records and audit data. • Exercise sound independent judgment within established policies and guidelines. • Establish and maintain effective working relationships with those contacted in the course of work. • Clearly and effectively communicate, both verbally and in writing; write contract documents, electronic mail, and Board letters to the Board of Supervisors at a professional skill level. • Communicate fluently using the English language to present and request information to/from internal and external customers effectively by phone or in person. EXAMINATION COMPONENTS THE EXAMINATION WILL CONSIST OF THE FOLLOWING STEPS: 1) A review of applicants' applications to verify possession of minimum requirements. Those candidates who possess the minimum requirements for the class will move on to the next step in the examination process. 2) A review of candidates’ Supplemental Questionnaires to select the best qualified applicants to continue in the process. Those candidates considered the best qualified will move on to the final step in the examination process. 3) An oral interview/exam which will be weighted as 100% of the candidate's final examination score. The oral interview/exam may contain situational exercises. CANDIDATES MUST ATTAIN A QUALIFYING RATING ON EACH PORTION OF THIS EXAMINATION. We reserve the right to make changes to the announced examination components . Alameda County utilizes a Civil Service Selection System founded on merit. Such a system is competitive and based on broad recruitment efforts and equal opportunity for qualified applicants to test in an examination process designed to determine the qualifications, fitness and ability of competitors to perform duties of the vacant position. Many of our recruitments are targeted and specific to the needs of a current vacant position, in which case, the eligible list may be exclusively used for that current vacant position. Other recruitments may be more broadly used for both current and future vacancies, or for other alternate jobs with comparable scopes of work. To learn more about our recruitment and selection process, please visit the “What You Need to Know” section of our website, www.acgov.org/hrs . Selection Plan Applicants will be informed via e-mail with reasonable notice in advance of any examination process which will require their attendance. The following dates are tentative and subject to change based on the needs of the Agency: TENTATIVE SELECTION PLAN: Deadline for Filing (LDF): Monday, August 26, 2024, 5:00 p.m. Review of Minimum Qualifications: Monday, September 2, 2024 Review of Supplemental Questionnaire for Best Qualified: By September 20, 2024 Virtual Civil Service Pre-Recorded Oral Interviews: Week of October 7, 2024 Notification of Results: Week of November 4, 2024 CSC Promulgation of Eligible List November 27, 2024 Closing Date/Time: 9/24/2024 5:00:00 PM
City of LIvermore
Livermore, California, United States
Description The City of Livermore is accepting applications to fill a Senior Management Analyst position in the Public Works Department. This position will perform complex administrative and analytical work in support of a wide range of asset management related programs and department project development with budgetary oversight; manages and promotes public education and engagement campaigns; negotiates and administers departmental and City-wide contracts; serves as a liaison with other departments, committees, governmental agencies, businesses, and the Livermore community; and performs related duties as assigned. For more information, please refer to the job announcement - click here ! DEFINITION Under general direction, performs professional administrative and analytical work in support of a wide range of municipal programs, operations, services, and policies; performs department/division program and project development, administration, and management with budgetary oversight; provides employee and/or public information, marketing, and education for assigned programs; facilitates self-directed teams; prepares grant proposals; negotiates and administers department, division, and City-wide contracts; serves as a liaison with other departments, committees, governmental agencies, businesses, and the Livermore community; serves as a member of the department’s management team; may provide staff support to community advisory bodies, commissions, and committees; and performs related duties as assigned. DISTINGUISHING CHARACTERISTICS This is an advanced journey-level classification in which incumbents have a broad range of independence within policy parameters requiring a high degree of judgment, level of responsibility, advanced technical and research skills, and preparation of recommendations to administrative officials. It is distinguished from the Management Analyst which is the journey-level classification performing a wide variety of analytical and professional administrative assignments in support of program objectives for an assigned operating department. SUPERVISION RECEIVED Receives general direction from a division head or department head. SUPERVISION EXERCISED May exercise direct supervision or lead direction to staff and work teams. Examples of Important and Essential Functions Program Management Functions Manages large/complex programs, including formulating program policies, goals and procedures, and planning, developing, organizing, and coordinating program activities; develops long range plans; monitors and reviews work both in progress and upon completion to ensure completion and compliance with department policy, standards and directions; performs administrative detail work and maintains appropriate program records and statistics; evaluates programs and initiates studies and analyses; prepares, administers, and monitors program budget(s); resolves problems and complaints regarding program activities; organizes events and markets program activities; and interacts with departmental representatives, public officials, the business community and the general public in the accomplishments of program objectives. Administrative Functions Conducts organizational, administrative, fiscal, and personnel related surveys and studies, documents findings, analyzes information, and makes recommendations; gathers and analyzes data, and prepares proposals including financial, staffing, and organizational requirements; investigates, interprets, and prepares recommendations in relation to proposals for new programs, grants, and services; coordinates and administers various contracts including the coordination and preparation of contract negotiations, rate setting, and monitoring contract compliance and performance; prepares specifications, request for proposals, and other technical and analytical reports and documents; evaluates operations and activities of assigned responsibilities and recommends improvements and modifications; implements new technologies, policies, and procedures; analyzes issues and prepares reports for submission to the City Council; may monitor, review, analyze and track State and Federal legislation and examine its affect on the City; serves as a resource ensuring consistency with City goals and objectives; answers questions and provides information to the public; plans, organizes, and conducts public meetings; investigates complaints and recommends action to resolve; organizes events and markets programs, activities, and events; represents the City in community meetings and in interdepartmental and interagency projects; prepares grant proposals and represents the City in its request for grant funds; assists in monitoring and administering a departmental budget; may perform special assignments at a department or City-wide level for routine or special activities; and develops, prepares and administers official documents for the department/division, such as ordinances, administrative regulations, orders, policies, and other related procedures. Supervisory Functions May supervise, train, and evaluate assigned personnel; and facilitates and leads self-directed departmental and city-wide work teams. Job Related and Essential Qualifications Demonstrated Knowledge of : Principles and practices of public administration, operational and organizational analysis, and public sector budgeting and analysis; principles and practices of program/project development, administration, monitoring, and evaluation techniques specific to the area of assignment; statistical concepts and methods; quantitative analytical techniques; methodologies and techniques of program management; administrative procedures of local government; various research techniques; technical and analytical report writing; advanced methods of report preparation and presentation; applicable Federal, State, and local laws and regulations relating to the area of assignment; effective supervisory practices and techniques, including hiring, training, evaluating performance, and employee discipline; principles of community and public relations; principles and practices of training methods and concepts; and principles and practices of modern office practices, procedures, methods and computer equipment. Demonstrated Skills to : Plan, organize and effectively administer programs and/or projects; analyze problems, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of goals; research and analyze a variety of complex technical and administrative issues; make sound policy and procedural recommendations; perform a wide variety of administrative duties for executive leadership with little or minimal supervision; accurately prepare and administer budgets; conduct fiscal and statistical analysis; perform mathematical calculations; negotiate complex agreements and financial packages; evaluate and develop improvements in operations, procedures, policies, or methods; supervise, train and evaluate personnel; communicate clearly and concisely, both orally and in writing; make effective public presentations before the City Council, boards and commissions, community groups and others; prepare completed staff work and detailed reports with minimal direction; exercise sound judgment, tact, creativity, resourcefulness, and leadership with the public, City officials, businesses, and other City departments; maintain and exhibit discretion, honesty, and integrity when handling sensitive situations; effectively work under the pressure of deadlines; establish and maintain effective working relationships with those contacted in the course of work; keep accurate records and files; and exemplify an enthusiastic, resourceful, and effective customer service attitude. Ability to : Learn, interpret, and apply Federal, State, and local laws, regulations, rules, policies and practices relative to areas of program responsibility; support and promote the City’s policies, goals, and vision; and keep informed of developments in assigned field and incorporate the latest and most progressive management concepts. Experience, Education, and Training Guidelines: Any combination of experience, education, and training that would provide the best-qualified candidates. A typical way to obtain the knowledge, skills, and abilities would be: Experience : Five years of progressively responsible, professional administrative experience performing a variety of analytical functions, such as project/program management, fiscal analysis, and organizational development. Two of the years of experience must be comparable to that of a Management Analyst with the City of Livermore. Public sector experience is highly desirable. Education : A Bachelor’s Degree in business administration, public administration, or an applicable field related to the assigned position. A Master’s Degree is desirable. Training : Any recent training, such as academic courses or certification programs, which are relevant to this job classification. License : May require the possession of a valid California driver's license and a satisfactory driving record as determined by the City. Other Requirements : Willingness and ability to work the hours necessary to accomplish the assigned duties; attend evening meetings; and travel out of town and attend workshops, conferences, seminars, and meetings during work and non-work hours. Special Requirements : Essential duties require the mental and/or physical ability to work in a standard office environment; drive a motor vehicle, if required; read fine print and computer monitors; operate a computer; effectively converse by telephone, in person, and to large groups and be clearly understood; safely lift and maneuver office supplies weighing up to 10 pounds; ability to sit for hours at a time; and stamina to work additional hours to meet deadlines. Additional Information The City of Livermore is an equal opportunity employer and supports workforce diversity. CITY OF LIVERMORE BENEFITS SUMMARY Livermore Management Group Please click here for a copy of the current Memorandum of Understanding (MOU) for the Livermore Management Group. The information contained here is a summary of benefits. For a more detailed summary of benefits for all employee groups, click here . Any errors or omissions do not constitute either an expressed or implied contract. Updated 1/2024 MOU TERM 07/01/2021 - 06/30/2025 SCHEDULED INCREASES 7/5/2021 2.5% 7/4/2022 4% 7/3/2023 3.0% 7/1/2024 2.5% CAFETERIA PLAN (MEDICAL/DENTAL/VISION) $1,950/month towards medical, dental, vision, additional & supplemental life insurance; unused balance paid in cash. BASIC LIFE INSURANCE& ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE (AD & D) $150,000 EE coverage, ER paid $1,000 dependent coverage, ER paid EE option to purchase $25,000 additional life insurance& supplemental life to $500,000. LONG TERM DISABILITY (LTD) 60% of base monthly earnings to $6,000/month max. (180 day waiting period) ER paid PERS New City of Livermore EEs are enrolled in the 2% at 60 formula or 2% at 62 formula, depending on eligibility, as per AB 340. Classic PERS Misc Member - 2% at 60 Member Rate = 7% EE paid Employer Rate = 34.43%ER paid (includes unfunded liability; FY23/24) 36 consecutive months Final Comp Sick Leave Credit 4th Level 59 Survivor Ben. Military Service Credit New PERS Misc Member - 2% at 62 Member Rate = 7.5% EE paid Employer Rate = 34.43%ER paid (includes unfunded liability; FY23/24) 36 consecutive months Final Comp Sick Leave Credit 4th Level 59 Survivor Ben. Military Service Credit MEDICARE (Hired after 3/31/86) EE paid 1.45% ER paid 1.45% RETIREMENT HEALTH SAVINGS (RHS) City contribution of 4% of base pay into RHS account. VACATION ACCRUAL Years of ServiceTotal Accrual Per Year 180.6 hrs 2-5120.12 hrs 6-10135.98 hrs 11-15160.94 hrs 16-19180.18 hrs 20+192.4 hrs Maximum accrual: 375 hours HOLIDAYS 12 observed holidays SICK LEAVE ACCRUAL 96.2 hours/year SICK LEAVE USAGE: FAMILY SICK LEAVE : For immediate Family Illness- ½ Annual Sick Leave Accrual. Additional time upon approval of City Manager. PARENTAL LEAVE : 4 regularly scheduled workdays for non-birthing parentwho becomes a parent by adoption, foster care placement, or birth of a child. BEREAVEMENT/ FUNERAL LEAVE (non-immediate family) : 3 regularly scheduled workdays forsister-in-law and brother-in-law. BEREAVEMENT LEAVE 3 regularly scheduled workdays max for immediate family. ADMINISTRATIVE LEAVE 80 hours per year. PREGNANCY LEAVE & FMLA/CFRA EE may use accrued leaves in compliance with City Rules & Regs Benefit provided as per regulations: Federal Family and Medical Leave Act, California Family Rights Act, and California Pregnancy Disability Act DEFERRED COMPENSATION ER contributes $185/per pay period, with required EE contribution of $75/per pay period 2024 Maximum : Normal = $23,000 Age 50+ = $7,500 Catchup Limits = $46,000 SECTION 125 PLAN No ER contribution 2024 Maximum Dependent Care*: Up to $5,000/year -- *See IRS Pub #503 Unreimbursed Medical: Up to $3,200/year Pre-tax Health Care Premiums FSA's for Dependent Care Unreimbursed Medical Expenses Other options offered by plan administrator UNIFORM ALLOWANCE Police Facility and Equipment Manager: $600/year (equivalent to $23.07 per pay period) SAFETY SHOE ALLOWANCE Following are eligible for up to $200 reimbursement per fiscal year: Assistant City Engineer, Building Official, City Engineer, Construction Inspection Manager, Inspection & Neighborhood Preservation Manager; Public Works Supervisor, Senior Civil Engineer, and Water Resources Operations Manager SUPERVISORY DIFFERENTIAL PAY Minimum of 10% above base salary of non-mgmt subordinate, 7.5% above mgmt subordinate ACTING PAY If work minimum of 5 consecutive calendar days, paid @ lowest step of higher class with at least a 5% differential. If assignment > 12 months, optional increment of up to 7% or max of the range, whichever is less. SPECIAL PROJECT PAY If work minimum of 30 calendar days, 5%-7% differential. If full supervisory, additional % to reflect 2.5% over highest compensated subordinate. If assignment > 12 months, optional increase of up to 7% BILINGUAL PAY $50/pay period Must be certified by Department Head, approved by City Manager, and used on the job. CELL PHONE ALLOWANCE If approved, $40/month or$90/month. AUTO ALLOWANCE $250/month for Building Official, City Engineer, Housing & Human Services Manager, and Planning Manager TUITION REIMBURSEMENT 75% reimbursement fortuition & books For undergraduate studies, $4,000 FY max; $16,000 lifetime max For graduate studies, $5,000 FY max; $10,000 lifetime max LICENSES & CERTIFICATIONS 100% reimbursement for required licenses and certifications EMPLOYEE ASSISTANCE PROGRAM Three (3) sessions per incident per family member. Unlimited telephonic consultations. PAY PERIODS 26 pay periods per year ER = Employer EE = Employee FT = Full-Time PT = Part-Time Closing Date/Time: 9/30/2024 5:00 PM Pacific
Sep 07, 2024
Full Time
Description The City of Livermore is accepting applications to fill a Senior Management Analyst position in the Public Works Department. This position will perform complex administrative and analytical work in support of a wide range of asset management related programs and department project development with budgetary oversight; manages and promotes public education and engagement campaigns; negotiates and administers departmental and City-wide contracts; serves as a liaison with other departments, committees, governmental agencies, businesses, and the Livermore community; and performs related duties as assigned. For more information, please refer to the job announcement - click here ! DEFINITION Under general direction, performs professional administrative and analytical work in support of a wide range of municipal programs, operations, services, and policies; performs department/division program and project development, administration, and management with budgetary oversight; provides employee and/or public information, marketing, and education for assigned programs; facilitates self-directed teams; prepares grant proposals; negotiates and administers department, division, and City-wide contracts; serves as a liaison with other departments, committees, governmental agencies, businesses, and the Livermore community; serves as a member of the department’s management team; may provide staff support to community advisory bodies, commissions, and committees; and performs related duties as assigned. DISTINGUISHING CHARACTERISTICS This is an advanced journey-level classification in which incumbents have a broad range of independence within policy parameters requiring a high degree of judgment, level of responsibility, advanced technical and research skills, and preparation of recommendations to administrative officials. It is distinguished from the Management Analyst which is the journey-level classification performing a wide variety of analytical and professional administrative assignments in support of program objectives for an assigned operating department. SUPERVISION RECEIVED Receives general direction from a division head or department head. SUPERVISION EXERCISED May exercise direct supervision or lead direction to staff and work teams. Examples of Important and Essential Functions Program Management Functions Manages large/complex programs, including formulating program policies, goals and procedures, and planning, developing, organizing, and coordinating program activities; develops long range plans; monitors and reviews work both in progress and upon completion to ensure completion and compliance with department policy, standards and directions; performs administrative detail work and maintains appropriate program records and statistics; evaluates programs and initiates studies and analyses; prepares, administers, and monitors program budget(s); resolves problems and complaints regarding program activities; organizes events and markets program activities; and interacts with departmental representatives, public officials, the business community and the general public in the accomplishments of program objectives. Administrative Functions Conducts organizational, administrative, fiscal, and personnel related surveys and studies, documents findings, analyzes information, and makes recommendations; gathers and analyzes data, and prepares proposals including financial, staffing, and organizational requirements; investigates, interprets, and prepares recommendations in relation to proposals for new programs, grants, and services; coordinates and administers various contracts including the coordination and preparation of contract negotiations, rate setting, and monitoring contract compliance and performance; prepares specifications, request for proposals, and other technical and analytical reports and documents; evaluates operations and activities of assigned responsibilities and recommends improvements and modifications; implements new technologies, policies, and procedures; analyzes issues and prepares reports for submission to the City Council; may monitor, review, analyze and track State and Federal legislation and examine its affect on the City; serves as a resource ensuring consistency with City goals and objectives; answers questions and provides information to the public; plans, organizes, and conducts public meetings; investigates complaints and recommends action to resolve; organizes events and markets programs, activities, and events; represents the City in community meetings and in interdepartmental and interagency projects; prepares grant proposals and represents the City in its request for grant funds; assists in monitoring and administering a departmental budget; may perform special assignments at a department or City-wide level for routine or special activities; and develops, prepares and administers official documents for the department/division, such as ordinances, administrative regulations, orders, policies, and other related procedures. Supervisory Functions May supervise, train, and evaluate assigned personnel; and facilitates and leads self-directed departmental and city-wide work teams. Job Related and Essential Qualifications Demonstrated Knowledge of : Principles and practices of public administration, operational and organizational analysis, and public sector budgeting and analysis; principles and practices of program/project development, administration, monitoring, and evaluation techniques specific to the area of assignment; statistical concepts and methods; quantitative analytical techniques; methodologies and techniques of program management; administrative procedures of local government; various research techniques; technical and analytical report writing; advanced methods of report preparation and presentation; applicable Federal, State, and local laws and regulations relating to the area of assignment; effective supervisory practices and techniques, including hiring, training, evaluating performance, and employee discipline; principles of community and public relations; principles and practices of training methods and concepts; and principles and practices of modern office practices, procedures, methods and computer equipment. Demonstrated Skills to : Plan, organize and effectively administer programs and/or projects; analyze problems, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of goals; research and analyze a variety of complex technical and administrative issues; make sound policy and procedural recommendations; perform a wide variety of administrative duties for executive leadership with little or minimal supervision; accurately prepare and administer budgets; conduct fiscal and statistical analysis; perform mathematical calculations; negotiate complex agreements and financial packages; evaluate and develop improvements in operations, procedures, policies, or methods; supervise, train and evaluate personnel; communicate clearly and concisely, both orally and in writing; make effective public presentations before the City Council, boards and commissions, community groups and others; prepare completed staff work and detailed reports with minimal direction; exercise sound judgment, tact, creativity, resourcefulness, and leadership with the public, City officials, businesses, and other City departments; maintain and exhibit discretion, honesty, and integrity when handling sensitive situations; effectively work under the pressure of deadlines; establish and maintain effective working relationships with those contacted in the course of work; keep accurate records and files; and exemplify an enthusiastic, resourceful, and effective customer service attitude. Ability to : Learn, interpret, and apply Federal, State, and local laws, regulations, rules, policies and practices relative to areas of program responsibility; support and promote the City’s policies, goals, and vision; and keep informed of developments in assigned field and incorporate the latest and most progressive management concepts. Experience, Education, and Training Guidelines: Any combination of experience, education, and training that would provide the best-qualified candidates. A typical way to obtain the knowledge, skills, and abilities would be: Experience : Five years of progressively responsible, professional administrative experience performing a variety of analytical functions, such as project/program management, fiscal analysis, and organizational development. Two of the years of experience must be comparable to that of a Management Analyst with the City of Livermore. Public sector experience is highly desirable. Education : A Bachelor’s Degree in business administration, public administration, or an applicable field related to the assigned position. A Master’s Degree is desirable. Training : Any recent training, such as academic courses or certification programs, which are relevant to this job classification. License : May require the possession of a valid California driver's license and a satisfactory driving record as determined by the City. Other Requirements : Willingness and ability to work the hours necessary to accomplish the assigned duties; attend evening meetings; and travel out of town and attend workshops, conferences, seminars, and meetings during work and non-work hours. Special Requirements : Essential duties require the mental and/or physical ability to work in a standard office environment; drive a motor vehicle, if required; read fine print and computer monitors; operate a computer; effectively converse by telephone, in person, and to large groups and be clearly understood; safely lift and maneuver office supplies weighing up to 10 pounds; ability to sit for hours at a time; and stamina to work additional hours to meet deadlines. Additional Information The City of Livermore is an equal opportunity employer and supports workforce diversity. CITY OF LIVERMORE BENEFITS SUMMARY Livermore Management Group Please click here for a copy of the current Memorandum of Understanding (MOU) for the Livermore Management Group. The information contained here is a summary of benefits. For a more detailed summary of benefits for all employee groups, click here . Any errors or omissions do not constitute either an expressed or implied contract. Updated 1/2024 MOU TERM 07/01/2021 - 06/30/2025 SCHEDULED INCREASES 7/5/2021 2.5% 7/4/2022 4% 7/3/2023 3.0% 7/1/2024 2.5% CAFETERIA PLAN (MEDICAL/DENTAL/VISION) $1,950/month towards medical, dental, vision, additional & supplemental life insurance; unused balance paid in cash. BASIC LIFE INSURANCE& ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE (AD & D) $150,000 EE coverage, ER paid $1,000 dependent coverage, ER paid EE option to purchase $25,000 additional life insurance& supplemental life to $500,000. LONG TERM DISABILITY (LTD) 60% of base monthly earnings to $6,000/month max. (180 day waiting period) ER paid PERS New City of Livermore EEs are enrolled in the 2% at 60 formula or 2% at 62 formula, depending on eligibility, as per AB 340. Classic PERS Misc Member - 2% at 60 Member Rate = 7% EE paid Employer Rate = 34.43%ER paid (includes unfunded liability; FY23/24) 36 consecutive months Final Comp Sick Leave Credit 4th Level 59 Survivor Ben. Military Service Credit New PERS Misc Member - 2% at 62 Member Rate = 7.5% EE paid Employer Rate = 34.43%ER paid (includes unfunded liability; FY23/24) 36 consecutive months Final Comp Sick Leave Credit 4th Level 59 Survivor Ben. Military Service Credit MEDICARE (Hired after 3/31/86) EE paid 1.45% ER paid 1.45% RETIREMENT HEALTH SAVINGS (RHS) City contribution of 4% of base pay into RHS account. VACATION ACCRUAL Years of ServiceTotal Accrual Per Year 180.6 hrs 2-5120.12 hrs 6-10135.98 hrs 11-15160.94 hrs 16-19180.18 hrs 20+192.4 hrs Maximum accrual: 375 hours HOLIDAYS 12 observed holidays SICK LEAVE ACCRUAL 96.2 hours/year SICK LEAVE USAGE: FAMILY SICK LEAVE : For immediate Family Illness- ½ Annual Sick Leave Accrual. Additional time upon approval of City Manager. PARENTAL LEAVE : 4 regularly scheduled workdays for non-birthing parentwho becomes a parent by adoption, foster care placement, or birth of a child. BEREAVEMENT/ FUNERAL LEAVE (non-immediate family) : 3 regularly scheduled workdays forsister-in-law and brother-in-law. BEREAVEMENT LEAVE 3 regularly scheduled workdays max for immediate family. ADMINISTRATIVE LEAVE 80 hours per year. PREGNANCY LEAVE & FMLA/CFRA EE may use accrued leaves in compliance with City Rules & Regs Benefit provided as per regulations: Federal Family and Medical Leave Act, California Family Rights Act, and California Pregnancy Disability Act DEFERRED COMPENSATION ER contributes $185/per pay period, with required EE contribution of $75/per pay period 2024 Maximum : Normal = $23,000 Age 50+ = $7,500 Catchup Limits = $46,000 SECTION 125 PLAN No ER contribution 2024 Maximum Dependent Care*: Up to $5,000/year -- *See IRS Pub #503 Unreimbursed Medical: Up to $3,200/year Pre-tax Health Care Premiums FSA's for Dependent Care Unreimbursed Medical Expenses Other options offered by plan administrator UNIFORM ALLOWANCE Police Facility and Equipment Manager: $600/year (equivalent to $23.07 per pay period) SAFETY SHOE ALLOWANCE Following are eligible for up to $200 reimbursement per fiscal year: Assistant City Engineer, Building Official, City Engineer, Construction Inspection Manager, Inspection & Neighborhood Preservation Manager; Public Works Supervisor, Senior Civil Engineer, and Water Resources Operations Manager SUPERVISORY DIFFERENTIAL PAY Minimum of 10% above base salary of non-mgmt subordinate, 7.5% above mgmt subordinate ACTING PAY If work minimum of 5 consecutive calendar days, paid @ lowest step of higher class with at least a 5% differential. If assignment > 12 months, optional increment of up to 7% or max of the range, whichever is less. SPECIAL PROJECT PAY If work minimum of 30 calendar days, 5%-7% differential. If full supervisory, additional % to reflect 2.5% over highest compensated subordinate. If assignment > 12 months, optional increase of up to 7% BILINGUAL PAY $50/pay period Must be certified by Department Head, approved by City Manager, and used on the job. CELL PHONE ALLOWANCE If approved, $40/month or$90/month. AUTO ALLOWANCE $250/month for Building Official, City Engineer, Housing & Human Services Manager, and Planning Manager TUITION REIMBURSEMENT 75% reimbursement fortuition & books For undergraduate studies, $4,000 FY max; $16,000 lifetime max For graduate studies, $5,000 FY max; $10,000 lifetime max LICENSES & CERTIFICATIONS 100% reimbursement for required licenses and certifications EMPLOYEE ASSISTANCE PROGRAM Three (3) sessions per incident per family member. Unlimited telephonic consultations. PAY PERIODS 26 pay periods per year ER = Employer EE = Employee FT = Full-Time PT = Part-Time Closing Date/Time: 9/30/2024 5:00 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
Description GROW YOUR CAREER! Join the City of Roseville Finance team in the role of ERP Business Analyst I/II. The City of Roseville is looking for a dynamic and resourceful ERP Analyst to be a member of the ERP Support team. A successful candidate will have a background in system support, experience participating in a cross-functional projects, and an understanding of system configuration. As a full-service city, the ERP Support team has the opportunity to collaborate and provide internal support on business processes and transactions for the Finance, Budget, Human Resources and Payroll areas. The team manages the maintenance and modification of the system configuration, report development and troubleshoots complex issues. We value our growth mindset culture and have a supportive and dedicated team that enjoys working, collaborating, and learning together. There is currently one vacancy for a Limited Term position. The normal work schedule is Monday through Friday, 8:00am - 5:00pm; a flexible, hybrid schedule may be available. The list established from this recruitment may be utilized to fill future temporary part-time, limited term or regular, full-time vacancies in the City for the duration of the list. What the City of Roseville Offers: $36.23 - $56.07 hourly (dependent on experience) Up to $2,265 per month in health and welfare benefits Competitive vacation and sick leave programs 10 paid holidays, 2 floating holidays - Plus 45 hours of additional personal leave time Opportunities to train and promote CalPERS A top-notch team and more! The City of Roseville is committed to a diverse workforce. We are engaged in understanding the needs and backgrounds of our colleagues and those we serve. Our organization is unified in this commitment, as we believe this produces the best results for our community. DEFINITION To perform complex analytical, administrative, financial, and technical duties in support of implementation, administration, and operation of the Enterprise Resource Planning (ERP) system to improve and enhance business systems and applications; act as liaison between functional users and technical groups in the configuration, modification and testing of the ERP system to meet changing business requirements. DISTINGUISHING CHARACTERISTICS ERP Business Analyst I - This is the entry level class in the ERP Business Analyst I series. This class is distinguished from the journey level by the performance of the more routine tasks and duties assigned to positions within this series. Employees at this level are not expected to perform with the same independence of direction and judgment on matters allocated to the journey level. Since this class is typically used as a training class, employees may have only limited or no directly related work experience. Employees work under general supervision while learning job tasks. ERP Business Analyst II - This is the journey level class within the ERP Business Analyst II series and is distinguished from the I level by the assignment of the full range of duties. Employees at this level receive only occasional instruction or assistance as new, unusual, or unique situations arise and are fully aware of the operating procedures and policies within the work unit. Positions in this class are flexibly staffed and are normally filled by advancement from the I level. SUPERVISION RECEIVED AND EXERCISED ERP Business Analyst I Receives general supervision from assigned management or supervisory personnel. May exercise technical and functional supervision over technical and administrative support personnel. ERP Business Analyst II Receives direction from assigned management or supervisory personnel. May exercise technical and functional supervision over lower level professional and direct supervision over technical and administrative support personnel. Examples of Duties Duties may include, but are not limited to, the following: Collaborate with business users to identify areas for improvement in ERP Cloud Applications Collaborate with business users to troubleshoot and resolve issues involving ERP Cloud Applications Be a trusted advisor to business users regarding Oracle ERP best practices. Create support requests (SRs) with Oracle, and work with Oracle support towards resolution. Manage SRs; work with Oracle support team to achieve resolution of SRs. Maintain and modify system configurations in various ERP modules, including, but not limited to Finance, Budget, Human Resources and Payroll to support on-going business needs. Design, develop, and modify custom reports using ERP tools as required by City Council, senior management, and business partners. Document processes, procedures, and solutions. Identify and test quarterly application release changes/patches, manage service requests and assess impacts to functionality, resolve issues and identify solutions to the impacted areas. Provide internal support on business processes and transactions including understanding integration between an ERP system and external systems. Lead and participate in projects to examine, define, and modify business processes; serve as technical resource for the planning and execution of projects; plan and participate in business requirements gathering and hands on functional and technical testing of new or modified systems. Provide technical support to user groups and identify system enhancements, business process reengineering and recommend system changes to improve efficiency across the City. Exercise responsibility for evaluation of business processes for inefficiencies and matching business needs with ERP System capabilities; recommend best practices and provide support in the building, development, testing of new functionality. Establish and enforce standards for all documentation of application changes and updates to configuration, process, and procedures; update training content by working in conjunction with the business owners of the applicable modules; provide support and training to end users. Develop and maintain positive working relationships with business partners, teammates, management, outside agencies, and the public. Communicate clearly - both orally and in writing - with teammates, management, outside agencies and the public. Perform other related duties as assigned. Minimum Qualifications ERP Business Analyst I Knowledge of: Modern office equipment and methods including use of computer applications in word processing, spreadsheet, database, and graphic presentation, including Microsoft Office suite. Automated accounting and information systems. Statistical research and analysis techniques. Data analysis and research methods. Reporting tools and practices. Principles of data management. Methods for financial recordkeeping and general ledger reconciliation. Principles and practices of generally accepted accounting and reporting activities Ability to: On a continuous basis, know and understand all aspects of the job. Intermittently analyze work papers, reports, and special projects; identify and interpret technical and numerical information; observe and problem solve operational and technical policy and procedures. On a continuous basis, sit at desk for long periods of time. Intermittently twist to reach equipment surrounding desk; perform simple grasping and fine manipulation; use telephone and write or use a keyboard to communicate through written means; and lift or carry weight of 10 pounds or less. Learn applicable Federal, State, and local laws, codes, and regulations. Learn specialized business unit work processes. Apply accounting principles to the analysis of financial and accounting transactions and audit of financial records. Support all current and future system and/or process improvements for Finance, Human Resources, Payroll, and Budget. Use automated accounting and information systems. Research, analyze and resolve technical administrative issues. Analyze large and complex sets of data. Work with and maintain the confidentiality of information. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective working relationships with those contacted in the course of work. Experience and Training Experience: No professional experience is required. AND Training: A Bachelor’s degree from an accredited college or university, preferably in business administration, computer science, finance, accounting, or a related field. License or Certificate: Possession of a valid California driver’s license by date of appointment. ERP Business Analyst II In addition to the qualifications for the ERP Business Analyst I: Knowledge of: Troubleshooting techniques as it relates to enterprise business applications. Principles and practices of project management. Principles and practices of business analysis including requirements analysis and solutions assessment. Methods and techniques for application development and integration. Principles of data retrieval and reporting. Ability to: Independently perform professional duties in the analysis of accounting and financial business processes and maintenance and testing of enterprise application systems. Analyze, evaluate, and integrate business and/or systems processes and procedures to improve current practices and develop effective solutions. Experience and Training Experience: Two years of professional experience performing duties similar to that of an ERP Business Analyst I with the City of Roseville. AND Training: A Bachelor’s degree from an accredited college or university, preferably in business administration, computer science, finance, accounting, or a related field. License or Certificate: Possession of a valid California driver’s license by date of appointment. Supplemental Information ADDITIONAL INFORMATION : Detailed information on the City of Roseville recruitment practices can be reviewed on the Frequently Asked Questions page. The City of Roseville defines “accredited college or university” as an institution of higher learning and must be listed on the United States Department of Education Database of Accredited Post-Secondary Institutions and Programs website http://ope.ed.gov/accreditation. Credits earned from colleges, universities, and institutions listed as accredited institutions on this website will be considered as part of the educational component of the minimum qualifications for a classification. The following options apply to the evaluation of college degrees from countries outside the United States: Educational background from a foreign country may be evaluated by an accredited United States college or university listed on the U.S. Department of Education Database of Accredited Post-Secondary Institutions and Programs website. Verification of degree equivalency may be obtained from organizations that provide foreign education credential evaluation services. The City of Roseville will accept verification from any of the listed member agencies found at http://www.naces.org or www.aice-eval.org . A copy of the foreign credential evaluation verification can be attached to the employment application. If you are offered a position with the City of Roseville, as a part of the pre-employment steps, applicants must provide a foreign degree credential equivalency certificate from an approved member agency above. Applicants who do not provide verification, will be eliminated from further consideration. SELECTION PROCESS : All candidates meeting the minimum qualifications will have their application scored in a Formula Rate Examination. The applicant’s experience and education will be evaluated using a pre-determined formula. Scores from this evaluation will determine applicant ranking and placement on the Employment List. Supplemental questions will be utilized by the department hiring authority to make interview and selection determinations. Final appointment is contingent upon a check of past employment references, passing a City-paid fingerprint check, and depending on the position applied for, a pre-employment medical exam, drug and alcohol screening test, credit check, license and/or education verification, psychological examination, and/or an extensive Police Department background check process. Some positions require the clearance of a comprehensive Police Department (PD) background check within 12 months of appointment. The City may appoint candidates to positions prior to clearing the extensive Police Department background check, and in those circumstances the candidate will be advised in advance that security access in the information technology systems will be limited to non-PD related systems until PD clearance is received, and if the candidate ultimately does not clear the PD background it will result in release from City service without appeal rights, in accordance with Personnel Rules 3.04.050. THE CITY OF ROSEVILLE IS AN EQUAL OPPORTUNITY EMPLOYER. IF YOU REQUIRE AN ACCOMMODATION DUE TO A DISABILITY, PLEASE CONTACT THE HUMAN RESOURCES DEPARTMENT AT LEAST 5 WORKING DAYS BEFORE A SCHEDULED INTERVIEW/EXAMINATION PROCESS. MEDICAL DISABILITY VERIFICATION MAY BE REQUIRED PRIOR TO ACCOMMODATION. EMPLOYEE BENEFITS: The City of Roseville offers competitive benefits packages to full-time employees. Regular part-time employees receive benefits on a pro-rated basis. For more information regarding the City's benefits, visit our website here . Benefits currently include: Health, dental, and vision insurance benefits Cafeteria plan, plus City paid Flex credit Life insurance (City paid and optional supplemental employee paid) Flexible spending accounts for dependent and health/medical costs Employee assistance plan Retirement savings plan Deferred compensation plan(s) Short-term and Long-term Disability employee paid plans Educational reimbursement Vacation leave, sick leave, personal/management leaves Holiday pay (plus two floating holidays annually) Bilingual pay Longevity pay GENERAL BENEFITS : A majority of the employee benefits are similar for all City employees. There are benefits that differ depending on which bargaining unit the job classification is assigned. Exact benefits information can be found by visiting the Benefits webpage and selecting the specific bargaining unit group. TEMPORARY POSITIONS: Most benefits do not apply to the City's temporary positions. Temporary employees that work 1,500 hours annually may elect medical insurance. Temporary employees contribute to a retirement plan depending on the status of total hours worked annually. Closing Date/Time: 9/12/2024 11:59 PM Pacific
Aug 30, 2024
Temporary
Description GROW YOUR CAREER! Join the City of Roseville Finance team in the role of ERP Business Analyst I/II. The City of Roseville is looking for a dynamic and resourceful ERP Analyst to be a member of the ERP Support team. A successful candidate will have a background in system support, experience participating in a cross-functional projects, and an understanding of system configuration. As a full-service city, the ERP Support team has the opportunity to collaborate and provide internal support on business processes and transactions for the Finance, Budget, Human Resources and Payroll areas. The team manages the maintenance and modification of the system configuration, report development and troubleshoots complex issues. We value our growth mindset culture and have a supportive and dedicated team that enjoys working, collaborating, and learning together. There is currently one vacancy for a Limited Term position. The normal work schedule is Monday through Friday, 8:00am - 5:00pm; a flexible, hybrid schedule may be available. The list established from this recruitment may be utilized to fill future temporary part-time, limited term or regular, full-time vacancies in the City for the duration of the list. What the City of Roseville Offers: $36.23 - $56.07 hourly (dependent on experience) Up to $2,265 per month in health and welfare benefits Competitive vacation and sick leave programs 10 paid holidays, 2 floating holidays - Plus 45 hours of additional personal leave time Opportunities to train and promote CalPERS A top-notch team and more! The City of Roseville is committed to a diverse workforce. We are engaged in understanding the needs and backgrounds of our colleagues and those we serve. Our organization is unified in this commitment, as we believe this produces the best results for our community. DEFINITION To perform complex analytical, administrative, financial, and technical duties in support of implementation, administration, and operation of the Enterprise Resource Planning (ERP) system to improve and enhance business systems and applications; act as liaison between functional users and technical groups in the configuration, modification and testing of the ERP system to meet changing business requirements. DISTINGUISHING CHARACTERISTICS ERP Business Analyst I - This is the entry level class in the ERP Business Analyst I series. This class is distinguished from the journey level by the performance of the more routine tasks and duties assigned to positions within this series. Employees at this level are not expected to perform with the same independence of direction and judgment on matters allocated to the journey level. Since this class is typically used as a training class, employees may have only limited or no directly related work experience. Employees work under general supervision while learning job tasks. ERP Business Analyst II - This is the journey level class within the ERP Business Analyst II series and is distinguished from the I level by the assignment of the full range of duties. Employees at this level receive only occasional instruction or assistance as new, unusual, or unique situations arise and are fully aware of the operating procedures and policies within the work unit. Positions in this class are flexibly staffed and are normally filled by advancement from the I level. SUPERVISION RECEIVED AND EXERCISED ERP Business Analyst I Receives general supervision from assigned management or supervisory personnel. May exercise technical and functional supervision over technical and administrative support personnel. ERP Business Analyst II Receives direction from assigned management or supervisory personnel. May exercise technical and functional supervision over lower level professional and direct supervision over technical and administrative support personnel. Examples of Duties Duties may include, but are not limited to, the following: Collaborate with business users to identify areas for improvement in ERP Cloud Applications Collaborate with business users to troubleshoot and resolve issues involving ERP Cloud Applications Be a trusted advisor to business users regarding Oracle ERP best practices. Create support requests (SRs) with Oracle, and work with Oracle support towards resolution. Manage SRs; work with Oracle support team to achieve resolution of SRs. Maintain and modify system configurations in various ERP modules, including, but not limited to Finance, Budget, Human Resources and Payroll to support on-going business needs. Design, develop, and modify custom reports using ERP tools as required by City Council, senior management, and business partners. Document processes, procedures, and solutions. Identify and test quarterly application release changes/patches, manage service requests and assess impacts to functionality, resolve issues and identify solutions to the impacted areas. Provide internal support on business processes and transactions including understanding integration between an ERP system and external systems. Lead and participate in projects to examine, define, and modify business processes; serve as technical resource for the planning and execution of projects; plan and participate in business requirements gathering and hands on functional and technical testing of new or modified systems. Provide technical support to user groups and identify system enhancements, business process reengineering and recommend system changes to improve efficiency across the City. Exercise responsibility for evaluation of business processes for inefficiencies and matching business needs with ERP System capabilities; recommend best practices and provide support in the building, development, testing of new functionality. Establish and enforce standards for all documentation of application changes and updates to configuration, process, and procedures; update training content by working in conjunction with the business owners of the applicable modules; provide support and training to end users. Develop and maintain positive working relationships with business partners, teammates, management, outside agencies, and the public. Communicate clearly - both orally and in writing - with teammates, management, outside agencies and the public. Perform other related duties as assigned. Minimum Qualifications ERP Business Analyst I Knowledge of: Modern office equipment and methods including use of computer applications in word processing, spreadsheet, database, and graphic presentation, including Microsoft Office suite. Automated accounting and information systems. Statistical research and analysis techniques. Data analysis and research methods. Reporting tools and practices. Principles of data management. Methods for financial recordkeeping and general ledger reconciliation. Principles and practices of generally accepted accounting and reporting activities Ability to: On a continuous basis, know and understand all aspects of the job. Intermittently analyze work papers, reports, and special projects; identify and interpret technical and numerical information; observe and problem solve operational and technical policy and procedures. On a continuous basis, sit at desk for long periods of time. Intermittently twist to reach equipment surrounding desk; perform simple grasping and fine manipulation; use telephone and write or use a keyboard to communicate through written means; and lift or carry weight of 10 pounds or less. Learn applicable Federal, State, and local laws, codes, and regulations. Learn specialized business unit work processes. Apply accounting principles to the analysis of financial and accounting transactions and audit of financial records. Support all current and future system and/or process improvements for Finance, Human Resources, Payroll, and Budget. Use automated accounting and information systems. Research, analyze and resolve technical administrative issues. Analyze large and complex sets of data. Work with and maintain the confidentiality of information. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective working relationships with those contacted in the course of work. Experience and Training Experience: No professional experience is required. AND Training: A Bachelor’s degree from an accredited college or university, preferably in business administration, computer science, finance, accounting, or a related field. License or Certificate: Possession of a valid California driver’s license by date of appointment. ERP Business Analyst II In addition to the qualifications for the ERP Business Analyst I: Knowledge of: Troubleshooting techniques as it relates to enterprise business applications. Principles and practices of project management. Principles and practices of business analysis including requirements analysis and solutions assessment. Methods and techniques for application development and integration. Principles of data retrieval and reporting. Ability to: Independently perform professional duties in the analysis of accounting and financial business processes and maintenance and testing of enterprise application systems. Analyze, evaluate, and integrate business and/or systems processes and procedures to improve current practices and develop effective solutions. Experience and Training Experience: Two years of professional experience performing duties similar to that of an ERP Business Analyst I with the City of Roseville. AND Training: A Bachelor’s degree from an accredited college or university, preferably in business administration, computer science, finance, accounting, or a related field. License or Certificate: Possession of a valid California driver’s license by date of appointment. Supplemental Information ADDITIONAL INFORMATION : Detailed information on the City of Roseville recruitment practices can be reviewed on the Frequently Asked Questions page. The City of Roseville defines “accredited college or university” as an institution of higher learning and must be listed on the United States Department of Education Database of Accredited Post-Secondary Institutions and Programs website http://ope.ed.gov/accreditation. Credits earned from colleges, universities, and institutions listed as accredited institutions on this website will be considered as part of the educational component of the minimum qualifications for a classification. The following options apply to the evaluation of college degrees from countries outside the United States: Educational background from a foreign country may be evaluated by an accredited United States college or university listed on the U.S. Department of Education Database of Accredited Post-Secondary Institutions and Programs website. Verification of degree equivalency may be obtained from organizations that provide foreign education credential evaluation services. The City of Roseville will accept verification from any of the listed member agencies found at http://www.naces.org or www.aice-eval.org . A copy of the foreign credential evaluation verification can be attached to the employment application. If you are offered a position with the City of Roseville, as a part of the pre-employment steps, applicants must provide a foreign degree credential equivalency certificate from an approved member agency above. Applicants who do not provide verification, will be eliminated from further consideration. SELECTION PROCESS : All candidates meeting the minimum qualifications will have their application scored in a Formula Rate Examination. The applicant’s experience and education will be evaluated using a pre-determined formula. Scores from this evaluation will determine applicant ranking and placement on the Employment List. Supplemental questions will be utilized by the department hiring authority to make interview and selection determinations. Final appointment is contingent upon a check of past employment references, passing a City-paid fingerprint check, and depending on the position applied for, a pre-employment medical exam, drug and alcohol screening test, credit check, license and/or education verification, psychological examination, and/or an extensive Police Department background check process. Some positions require the clearance of a comprehensive Police Department (PD) background check within 12 months of appointment. The City may appoint candidates to positions prior to clearing the extensive Police Department background check, and in those circumstances the candidate will be advised in advance that security access in the information technology systems will be limited to non-PD related systems until PD clearance is received, and if the candidate ultimately does not clear the PD background it will result in release from City service without appeal rights, in accordance with Personnel Rules 3.04.050. THE CITY OF ROSEVILLE IS AN EQUAL OPPORTUNITY EMPLOYER. IF YOU REQUIRE AN ACCOMMODATION DUE TO A DISABILITY, PLEASE CONTACT THE HUMAN RESOURCES DEPARTMENT AT LEAST 5 WORKING DAYS BEFORE A SCHEDULED INTERVIEW/EXAMINATION PROCESS. MEDICAL DISABILITY VERIFICATION MAY BE REQUIRED PRIOR TO ACCOMMODATION. EMPLOYEE BENEFITS: The City of Roseville offers competitive benefits packages to full-time employees. Regular part-time employees receive benefits on a pro-rated basis. For more information regarding the City's benefits, visit our website here . Benefits currently include: Health, dental, and vision insurance benefits Cafeteria plan, plus City paid Flex credit Life insurance (City paid and optional supplemental employee paid) Flexible spending accounts for dependent and health/medical costs Employee assistance plan Retirement savings plan Deferred compensation plan(s) Short-term and Long-term Disability employee paid plans Educational reimbursement Vacation leave, sick leave, personal/management leaves Holiday pay (plus two floating holidays annually) Bilingual pay Longevity pay GENERAL BENEFITS : A majority of the employee benefits are similar for all City employees. There are benefits that differ depending on which bargaining unit the job classification is assigned. Exact benefits information can be found by visiting the Benefits webpage and selecting the specific bargaining unit group. TEMPORARY POSITIONS: Most benefits do not apply to the City's temporary positions. Temporary employees that work 1,500 hours annually may elect medical insurance. Temporary employees contribute to a retirement plan depending on the status of total hours worked annually. Closing Date/Time: 9/12/2024 11:59 PM Pacific
LOS ANGELES COUNTY
Los Angeles, California, United States
Position/Program Information EXAM NUMBER M0830D-R When to Submit Your Application: Applications will be accepted beginning May 21 , 2024, at 8:00 a.m. (PT). This examination will remain open until the needs of the service are met and is subject to closure without prior notice. No withhold will be allowed for this examination. Type of Recruitment: Open Competitive Job Opportunity Check Out Our Outstanding Benefits! Click here to see a list of employee benefits. Who We Are The County of Los Angeles is the largest employer in Southern California with over 112,000 employees across 36 departments and an operating budget of $36 billion. The County provides vital public services as diverse as law enforcement, property assessment, public health protection, water conservation, cultural activities and many more. The Opportunity We are pursuing qualified candidates to fill Principal Analyst, CEO positions within the Chief Executive Office’s Legislative Affairs Division. Under the general direction of a Manager, CEO, the position assists the Chief Executive Office to manage the County's administrative and financial affairs related to legislation. Essential Job Functions Position Responsibilities Leads the pursuit of complex County-sponsored legislation at the Federal and/or State level. Collaborates in the selection and pursuit of complex co-sponsored legislation at the Federal and/or State level. Reviews State and/or Federally complex legislation and budget proposals by working directly with County departments to analyze the fiscal, programmatic, and service impact to the County in order to provide strategic recommendations on advocacy strategies to the Board of Supervisors and the Chief Executive Officer. Develops a list of the County’s highest legislative priorities and policies by collaborating with County departments and other internal stakeholders (e.g. Board of Supervisors, Commissions, Departmental Divisions). Updates the County's Federal and State Legislative Agendas by working with County departments to review existing agendas and to submit recommendations for changes to existing, new, and/or deletion of obsolete policies. Analyzes complex proposals by policy area in the Federal and State budgets by reviewing, evaluating, and reporting on all the items contained in each of the budgets by policy area (e.g. social services, health/mental health, public safety). Acts as a legislative advocate for the County by assisting in developing, managing and maintaining strategic partnerships with elected officials, government agencies and other external stakeholders (e.g. State Associations, Community Based Organizations). Prepares various correspondence related to legislative affairs and internal performance metrics. Serves as the County’s liaison to elected officials, legislative staff and government agencies at the local, State and Federal levels. Develops and administers training to County departments on the Federal and State legislative and budget process to ensure that County departments are effective and contributing partners in the advocacy efforts of the County. Requirements Requirements to Qualify Three (3) years of experience at the level of Senior Analyst, CEO* analyzing and recommending solutions to problems in legislation and State and Federal budget proposals (e.g., tracking proposed legislation, determining impact of proposed legislation on an entity's programs and services, advocating at the State and Federal level for the support of measures that would enhance an entity's programs, revenues, operations, and services, and identifying State and Federal legislation and budget proposals which would negatively impact an entity's programs, finances and operations which the entity would oppose). Special Requirement Information * In the County of Los Angeles, experience at the level of Senior Analyst, CEO is gained in a central agency or corporate headquarter, working independently to provide professional staff support to the head of an organization in the planning, coordination, direction, and control of legislative analysis. License A valid California Class C Driver License or the ability to utilize an alternative method of transportation when needed to carry out job-related essential functions. Physical Expectations This class includes administrative and clerical positions requiring light physical effort that may include occasional light lifting to a 10-pound limit and some bending, stooping, or squatting. Considerable ambulation may be involved. Out-of-Class Experience will not be accepted for this examination. Additional Information Our Assessment Process After meeting our requirements, we will evaluate your fitness for this opportunity using the following assessment: Part I: Multiple-choice and/or simulation assessment(s), weighted 75%, assessing: Deductive Reasoning Professional Potential Achievement Coping with Uncertainty Responsibility Working to High Quality Standards Willingness to Learn Maintaining Good Working Relationships Analyzing Information Learning Quickly Generating New Ideas Using Time Efficiently Adapting to Change Candidates must achieve a passing score of 70% or higher in Part I in order to proceed to Part II - writing assessment. MULTIPLE-CHOICE AND/OR SIMULATION ASSESSMENT(S) ARE NOT REVIEWABLE BY CANDIDATES PER CIVIL SERVICE RULE 7.19 Part II: A writing assessment, weighted 25% , assessing English Structure and Content, Written Expression, and Prioritizing Information. Candidates must meet the requirements and achieve a passing score of 70% or higher on each weighted part of the exam in order to be placed on the eligible register. Candidates receiving a passing score will be placed on the eligible register in the order of their score group for a period of 6 months following the date of promulgation. NOTE: All notifications including invitation letters will be sent electronically to the email address provided on the application. It is important that you provide a valid email address. Please add Jhines@hr.lacounty.gov , info@governmentjobs.com , talentcentral@shl.com , noreply@proctoru.com , and donot-reply@amcatmail.com to your email address and list of approved senders to prevent email notifications from being filtered as spam/junk/clutter mail. It is also important that you provide a valid email address. DO NOT select "off" under Email Preferences within your profile or click "unsubscribe" on our notices if you would like the County of Los Angeles to notify you regarding your application status, test schedules, and other important information pertaining to your candidacy for this position. Regardless of whether you choose to unsubscribe, you can always check for notifications by logging into governmentjobs.com and viewing your profile inbox, which saves a copy of all emailed notices. It is your responsibility to take the above steps to view correspondence. Los Angeles County will not consider claims of not viewing or receiving notification to be a valid reason for late test administration or rescheduling of a test component. Test Preparation Study guides and other test preparation resources are available to help candidates prepare for employment tests. While the guides will help you preparing for the test, we advise you to review all related materials that you deem necessary. An interactive, Online Test Preparation System for taking practice tests may be accessed on the Department of Human Resources website at http://hr.lacounty.gov/ . Please click on "Find A Job" and then "Job Search Toolkit." Test preparation information is located under the "Employment Test Assistance" section. Additional online practice tests are available at https://www.shldirect.com/en-us/practice-tests/ . Eligibility Information The names of candidates receiving a passing grade in the examination will be placed on the eligible register for a period of six (6) months following the date of promulgation. Applications will be processed on an as-received basis and promulgated to the eligible register accordingly. Testing Accommodation If you require an accommodation to fairly compete in any part of the assessment process, you will be given the opportunity to make a request when completing your application. Please note, you may be required to submit documentation from a qualified medical provider or other qualified professional to support your request for a testing accommodation. How to Apply Applications must be submitted online only. We must receive your application before 5:00 p.m., PT, on the last day of filing. Apply online by clicking on the "Apply" green button at the top right of this posting. You can also track the status of your application using this web site. Plan to submit your online application well in advance of the 5:00 p.m. deadline as you may be required to verify your email address. This only needs to be done once per email address, and if you already have a job seeker account on governmentjobs.com/careers/lacounty , you can verify at any time by logging in and following the prompts. This is to enhance the security of your online application and to ensure you do not enter an incorrect email address. Fill out your application completely. The acceptance of your application depends on whether you have clearly shown that you meet the exam requirements as listed on this job posting. Provide any relevant job experience in the spaces provided so we can evaluate your qualifications for the job. For each job held, give the name and address of your employer, your job title, beginning and ending dates, number of hours worked per week, and description of work performed. If your application is incomplete, it will be rejected. Please note that all information included in the application materials is subject to verificationat any point during the examination and hiring process, including after an appointment has been made. Falsification of any information may result in disqualification or rescission of appointment . Utilizing verbiage from Class Specification and requirements serving as your description of duties will not be sufficient to demonstrate that you meet the exam requirements. Doing so may result in an incomplete application, and you may be disqualified . NO SHARING OF USER ID AND PASSWORD All applicants must file their application online using their own user ID and password. Using a family member's or friend's user ID and password may erase a candidate's original application record. COMPUTER AND INTERNET ACCESS AT PUBLIC LIBRARIES: For applicants who may not have regular access to a computer or the internet, you may borrow laptops and Wi-Fi hotspots from some public libraries throughout Los Angeles County to complete job applications. Have any questions about anything listed above? Contact us: Department Contact Name: Jasmine Hines Department Contact Phone: (213) 738-2008 Department Contact Email: JHines@hr.lacounty.gov Exam Number: M0830D-R Teletype Phone: (800) 735-2929 Alternate Teletype Phone: (800) 735-2922 California Relay Services Phone: (800) 735-2922 Anti-Racism, Diversity, and Inclusion (ARDI) The County of Los Angeles recognizes and affirms that all people are created equal and are entitled to all rights afforded by the Constitution of the United States. The Department of Human Resources is committed to promoting Anti-racism, Diversity, and Inclusion efforts to address the inequalities and disparities amongst race. We support the ARDI Strategic Plan and its goals by improving equality, diversity, and inclusion in recruitment, selection, and employment practices. For detailed information, please click here
Jul 14, 2024
Full Time
Position/Program Information EXAM NUMBER M0830D-R When to Submit Your Application: Applications will be accepted beginning May 21 , 2024, at 8:00 a.m. (PT). This examination will remain open until the needs of the service are met and is subject to closure without prior notice. No withhold will be allowed for this examination. Type of Recruitment: Open Competitive Job Opportunity Check Out Our Outstanding Benefits! Click here to see a list of employee benefits. Who We Are The County of Los Angeles is the largest employer in Southern California with over 112,000 employees across 36 departments and an operating budget of $36 billion. The County provides vital public services as diverse as law enforcement, property assessment, public health protection, water conservation, cultural activities and many more. The Opportunity We are pursuing qualified candidates to fill Principal Analyst, CEO positions within the Chief Executive Office’s Legislative Affairs Division. Under the general direction of a Manager, CEO, the position assists the Chief Executive Office to manage the County's administrative and financial affairs related to legislation. Essential Job Functions Position Responsibilities Leads the pursuit of complex County-sponsored legislation at the Federal and/or State level. Collaborates in the selection and pursuit of complex co-sponsored legislation at the Federal and/or State level. Reviews State and/or Federally complex legislation and budget proposals by working directly with County departments to analyze the fiscal, programmatic, and service impact to the County in order to provide strategic recommendations on advocacy strategies to the Board of Supervisors and the Chief Executive Officer. Develops a list of the County’s highest legislative priorities and policies by collaborating with County departments and other internal stakeholders (e.g. Board of Supervisors, Commissions, Departmental Divisions). Updates the County's Federal and State Legislative Agendas by working with County departments to review existing agendas and to submit recommendations for changes to existing, new, and/or deletion of obsolete policies. Analyzes complex proposals by policy area in the Federal and State budgets by reviewing, evaluating, and reporting on all the items contained in each of the budgets by policy area (e.g. social services, health/mental health, public safety). Acts as a legislative advocate for the County by assisting in developing, managing and maintaining strategic partnerships with elected officials, government agencies and other external stakeholders (e.g. State Associations, Community Based Organizations). Prepares various correspondence related to legislative affairs and internal performance metrics. Serves as the County’s liaison to elected officials, legislative staff and government agencies at the local, State and Federal levels. Develops and administers training to County departments on the Federal and State legislative and budget process to ensure that County departments are effective and contributing partners in the advocacy efforts of the County. Requirements Requirements to Qualify Three (3) years of experience at the level of Senior Analyst, CEO* analyzing and recommending solutions to problems in legislation and State and Federal budget proposals (e.g., tracking proposed legislation, determining impact of proposed legislation on an entity's programs and services, advocating at the State and Federal level for the support of measures that would enhance an entity's programs, revenues, operations, and services, and identifying State and Federal legislation and budget proposals which would negatively impact an entity's programs, finances and operations which the entity would oppose). Special Requirement Information * In the County of Los Angeles, experience at the level of Senior Analyst, CEO is gained in a central agency or corporate headquarter, working independently to provide professional staff support to the head of an organization in the planning, coordination, direction, and control of legislative analysis. License A valid California Class C Driver License or the ability to utilize an alternative method of transportation when needed to carry out job-related essential functions. Physical Expectations This class includes administrative and clerical positions requiring light physical effort that may include occasional light lifting to a 10-pound limit and some bending, stooping, or squatting. Considerable ambulation may be involved. Out-of-Class Experience will not be accepted for this examination. Additional Information Our Assessment Process After meeting our requirements, we will evaluate your fitness for this opportunity using the following assessment: Part I: Multiple-choice and/or simulation assessment(s), weighted 75%, assessing: Deductive Reasoning Professional Potential Achievement Coping with Uncertainty Responsibility Working to High Quality Standards Willingness to Learn Maintaining Good Working Relationships Analyzing Information Learning Quickly Generating New Ideas Using Time Efficiently Adapting to Change Candidates must achieve a passing score of 70% or higher in Part I in order to proceed to Part II - writing assessment. MULTIPLE-CHOICE AND/OR SIMULATION ASSESSMENT(S) ARE NOT REVIEWABLE BY CANDIDATES PER CIVIL SERVICE RULE 7.19 Part II: A writing assessment, weighted 25% , assessing English Structure and Content, Written Expression, and Prioritizing Information. Candidates must meet the requirements and achieve a passing score of 70% or higher on each weighted part of the exam in order to be placed on the eligible register. Candidates receiving a passing score will be placed on the eligible register in the order of their score group for a period of 6 months following the date of promulgation. NOTE: All notifications including invitation letters will be sent electronically to the email address provided on the application. It is important that you provide a valid email address. Please add Jhines@hr.lacounty.gov , info@governmentjobs.com , talentcentral@shl.com , noreply@proctoru.com , and donot-reply@amcatmail.com to your email address and list of approved senders to prevent email notifications from being filtered as spam/junk/clutter mail. It is also important that you provide a valid email address. DO NOT select "off" under Email Preferences within your profile or click "unsubscribe" on our notices if you would like the County of Los Angeles to notify you regarding your application status, test schedules, and other important information pertaining to your candidacy for this position. Regardless of whether you choose to unsubscribe, you can always check for notifications by logging into governmentjobs.com and viewing your profile inbox, which saves a copy of all emailed notices. It is your responsibility to take the above steps to view correspondence. Los Angeles County will not consider claims of not viewing or receiving notification to be a valid reason for late test administration or rescheduling of a test component. Test Preparation Study guides and other test preparation resources are available to help candidates prepare for employment tests. While the guides will help you preparing for the test, we advise you to review all related materials that you deem necessary. An interactive, Online Test Preparation System for taking practice tests may be accessed on the Department of Human Resources website at http://hr.lacounty.gov/ . Please click on "Find A Job" and then "Job Search Toolkit." Test preparation information is located under the "Employment Test Assistance" section. Additional online practice tests are available at https://www.shldirect.com/en-us/practice-tests/ . Eligibility Information The names of candidates receiving a passing grade in the examination will be placed on the eligible register for a period of six (6) months following the date of promulgation. Applications will be processed on an as-received basis and promulgated to the eligible register accordingly. Testing Accommodation If you require an accommodation to fairly compete in any part of the assessment process, you will be given the opportunity to make a request when completing your application. Please note, you may be required to submit documentation from a qualified medical provider or other qualified professional to support your request for a testing accommodation. How to Apply Applications must be submitted online only. We must receive your application before 5:00 p.m., PT, on the last day of filing. Apply online by clicking on the "Apply" green button at the top right of this posting. You can also track the status of your application using this web site. Plan to submit your online application well in advance of the 5:00 p.m. deadline as you may be required to verify your email address. This only needs to be done once per email address, and if you already have a job seeker account on governmentjobs.com/careers/lacounty , you can verify at any time by logging in and following the prompts. This is to enhance the security of your online application and to ensure you do not enter an incorrect email address. Fill out your application completely. The acceptance of your application depends on whether you have clearly shown that you meet the exam requirements as listed on this job posting. Provide any relevant job experience in the spaces provided so we can evaluate your qualifications for the job. For each job held, give the name and address of your employer, your job title, beginning and ending dates, number of hours worked per week, and description of work performed. If your application is incomplete, it will be rejected. Please note that all information included in the application materials is subject to verificationat any point during the examination and hiring process, including after an appointment has been made. Falsification of any information may result in disqualification or rescission of appointment . Utilizing verbiage from Class Specification and requirements serving as your description of duties will not be sufficient to demonstrate that you meet the exam requirements. Doing so may result in an incomplete application, and you may be disqualified . NO SHARING OF USER ID AND PASSWORD All applicants must file their application online using their own user ID and password. Using a family member's or friend's user ID and password may erase a candidate's original application record. COMPUTER AND INTERNET ACCESS AT PUBLIC LIBRARIES: For applicants who may not have regular access to a computer or the internet, you may borrow laptops and Wi-Fi hotspots from some public libraries throughout Los Angeles County to complete job applications. Have any questions about anything listed above? Contact us: Department Contact Name: Jasmine Hines Department Contact Phone: (213) 738-2008 Department Contact Email: JHines@hr.lacounty.gov Exam Number: M0830D-R Teletype Phone: (800) 735-2929 Alternate Teletype Phone: (800) 735-2922 California Relay Services Phone: (800) 735-2922 Anti-Racism, Diversity, and Inclusion (ARDI) The County of Los Angeles recognizes and affirms that all people are created equal and are entitled to all rights afforded by the Constitution of the United States. The Department of Human Resources is committed to promoting Anti-racism, Diversity, and Inclusion efforts to address the inequalities and disparities amongst race. We support the ARDI Strategic Plan and its goals by improving equality, diversity, and inclusion in recruitment, selection, and employment practices. For detailed information, please click here
California State University, San Bernardino (CSUSB)
5500 University Parkway, San Bernardino, CA 92407, USA
Job Summary: Reporting to the Associate Vice President for Student Affairs/Dean of Students, Director, Housing & Residential Life, the incumbent is a member of the Division of Student Affairs Council, and the Student Life Team. The Director of Housing and Residential Life will play an important role in the success of these spaces. Identifies and creates overall vision and strategic priorities for department direction. Identifies and leads the development of an overall department assessment plan. Leads the department's strategic planning process in concert with the Division of Student Affairs and the University. Responsibilities include, but are not limited to: DHRE Department Leadership: Responsible for administering a broad housing operations and services portfolio. The incumbent will independently develop and oversee a diverse residential community, including personnel management, staff development, operations, budget management, contract management, marketing, assessment, strategic planning, facility maintenance, student programming, student outreach, student success initiatives, and custodial services. Assures operational and conceptual integration of policies and programs within the unit, providing input and feedback in the representation of housing and residential education practices. Serve and provide supervisory oversight for professional staff, including hiring, training, and evaluation. Serve as the principal manager in identifying and creating the overall vision and strategic priorities for department direction. Identify and lead the strategic development and implementation of an overall department assessment plan. Lead the department's strategic planning process with the Division of Student Affairs and the University. Determine organizational structure and university relationships for the department’s emergency preparedness response, including consulting and working with internal and external stakeholders to support the health and safety of residents and staff. Develop, implement, and evaluate a curricular approach to residential community that is responsive to student needs and fosters and promotes developmentally sequenced learning for students while living on campus. Create a living climate that fosters each student resident's intellectual, cultural, social, and interpersonal growth through training and supervision of programs, live-in staff, and other educators. Recommend and implement co-curricular learning experiences that contribute to student success. Work collaboratively to engage and promote DEI activities for residents, staff, and faculty. Lead efforts to increase compliance and adherence to various federal and state mandates to maintain accessibility for all facilities. Have direct oversight of all facilities, to provide leadership in deferred maintenance strategies, increase energy efficiency, and improve quality of life. DSA and Campus Leadership: To ensure campus-wide effectiveness and a seamless student living and learning experience, this leadership role creates and maintains relationships with appropriate individuals and departments on and off campus, collaborating closely with numerous campus stakeholders including (but not limited to) Academic Affairs, Basic Needs & Student Support, CARE Team, Administration and Finance, Dining Services, Human Resources, Academic Success & University Advising (ASUA), Athletics, Student Conduct and Ethical Development, Admissions, The Office of Sustainability, Orientation and the First-Year Experience, Facilities Management, Budget Planning, the Office of Financial Aid, Risk Management, University Police, University Enterprises Corporation (UEC) and organizations within City of San Bernardino. Serves as a member of the Student Life Team within the Division of Student Affairs. Maintains awareness and understanding of federal, state, CSU, campus, and University policies and procedures to administer programs effectively. Advises the AVP/DOS and the Vice President for Student Affairs on long-range financial planning and strategies for Housing & Residential Education. Develop and foster effective and collaborative relationships to leverage the full potential of available resources and contribute to the university and division's mission of serving students. Serve as the department liaison for legal issues, working with University Counsel to respond and address on behalf of the department. Serves as a CARE Team member, including “on-call duty” periodically throughout the calendar year. Budget and Supervision: Directly supervise a team of two associate directors, two operations administrative analysts, one administrative services coordinator, & one budget analyst/specialist II. Indirectly supervise a team of up to 80 paraprofessional staff. Provides leadership for ongoing training and development of all DHRE staff, including student Resident Assistants, Academic Mentors, Student Coordinators, and Housing Student Assistants/Housing Facilities Assistants. Develop goals and strategic professional development plans with team members. Develop and administer an annual operating budget of nearly $16 million. Work collaboratively with the FTO division and university leadership to develop, create, and implement strong economic strategies. Marketing and Strategic Development: Develop and maintain strategic marketing and outreach plans in partnership with Outreach, Orientation, and other relevant campus partners to encourage students to attend CSUSB as a residential campus. Responsible for student housing marketing and communication of programs and services through website, social media, phone, email, and all other communication venues. Responsible for communications to students through all media options for student concerns. Manage efforts and strategies toward a comprehensive, strategic, and predictive model to maximize housing occupancy. Oversee the vision and implementation of the housing application, room assignment process, contracts, occupancy management, and software (StarRez). Responsible for housing and meal plan license oversight of all students who live in student housing. Develops and administers business operations processes, including housing rates, license contract implementation, and compliance for eligibility and timely payments of student housing revenues and meal plan fees. Work in collaboration with FTO and CSU partners to determine the fiscal outlook of the unit using sound business practices. Manage and identify annual planning for the Department of Housing and Residential Education (DHRE) capital improvement projects and renovations. Lead collaboration and planning between DHRE and Facilities Services for future facility planning needs and grounds maintenance. Other Duties as Assigned: Serve on committees, attend meetings, and perform other duties related to the Department of Housing and Residential Education or Division of Student Affairs. Minimum Qualifications: Required Education and Experience Master's degree in higher education, student affairs administration, college student personnel counseling or equivalent required. Minimum eight plus years of related experience in senior housing and residential life positions, or equivalent combination of experience and education. Valid CA driver's license. Required Qualifications Comprehensive knowledge and understanding of best practices for housing and residential education operations. Demonstrate effective managerial, supervisory, communication, and interpersonal skills. Must be flexible and be willing to assume new tasks and special projects. Ability to work effectively with a diverse student and staff community. Must be able to show sensitivity and flexibility in dealing with complex problems and situations. Ability to work autonomously and cooperatively within the department and campus community and pursue innovative ideas and solutions. Demonstrate strong critical thinking and oral and written communication skills. Must demonstrate knowledge and experience with occupancy management and projections, marketing, and hands-on day-to-day operations of a housing unit. Must possess effective organizational, time management, diplomacy, and project management skills. Ability to exercise sound judgment and perform in a leadership capacity. Ability to establish and maintain collaborative relationships with students, faculty, staff, and parents and engage others through a participative process while serving as a key decision-maker. Understand and effectively communicate parameters of contemporary residential life and university housing practices. Demonstrate a strong understanding of and commitment to diversity, social justice, and the creation of an inclusive work and living environment. Preferred Qualifications Significant experience as an innovative leader managing a team, programs, and services; success in enhancing student learning through residential living. Strong record of accomplishment of building successful teams and effective partnerships with colleagues and key stakeholder groups. Demonstrated expansive knowledge of and strong foundation in multiple housing and residential life functions including budgeting and finance, crisis management, residential technology, facility maintenance and custodial, room assignments/billing, marketing and outreach, summer conferences, budget development, student development theory, staff supervision and professional development, student conduct, and working with and supporting underserved students. Passion for creating environments that transform and enhance students' academic and personal success. Appreciation of diversity and difference and an understanding of the influence of social identities on the living student experience. Strong knowledge of FERPA and Title IX. Ability to show sensitivity and flexibility in dealing with complex problems and situations, work autonomously and cooperatively within the department, campus community, and city organizations and pursue innovative ideas and solutions. Supervisory experience with demonstrated ability to supervise and lead professional staff. Demonstrate knowledge and experience with occupancy management and projections. Familiarity with labor relations and how to work effectively within a unionized work environment staff. Possess effective organizational, time management, diplomacy, and project management skills. Design educational environments and activities utilizing research, assessment results on learning outcomes and high impact practices. Ability to establish and maintain collaborative relationships with students, faculty, staff, and parents and engage others through a participative process, while serving as key decision maker. Effective managerial, interpersonal, and collaboration skills and ability to manage conflict in a positive and pro-active manner. Proficiency with standard professional desktop software applications such as e-mail, MS Excel, and MS Word. Success in creating and implementing broad-ranging student support programs with measurable success. Compensation and Benefits: Anticipated Hiring Range: $11,667 - $12,261 per month Classification Salary Range: $6,563 - $21,066 per month The salary offered will take into account internal equity and experience among other factors. The CSU system provides a comprehensive benefit package that includes medical, dental and vision plans, membership in the California Public Employees Retirement System (CalPERS), sick and vacation time, and 15 paid holidays a year. Eligible employees are also able to participate in the fee waiver education program. A summary of benefit information can be found here . Position Information: Work status: Full-time/Exempt/At-will/On-call Academic year schedule: Monday through Friday (8:00 am - 5:00 pm), evenings and weekends may be required to support department and university operations, programs, and events. Will be on-call, as needed. Summer schedule: Monday through Thursday (7:00 am - 5:30 pm), evenings and weekends may be required to support department and university operations, programs, and events. Will be on-call, as needed. This is a full-time management (MPP) position. MPP employees serve at the pleasure of the campus President. MPPs do not serve a probationary period and never receive permanent status. This position is a "designated position" in the California State University's Conflict of Interest Code. The scope of responsibilities for this position includes making or participating in decisions that may have a material financial benefit to the incumbent. Therefore, the individual holding this position is required to file an initial Conflict of Interest: Statement of Economic Interests ("Form 700") within thirty (30 days) from the date of hire and on an annual basis. In addition, the individual holding this position must complete the required conflict of interest training within thirty (30) days of their appointment and at least once during each consecutive period of two (2) calendar years following the appointment, subject to the Fair Political Practices Commission regulations. MPP: First considerations will be given to candidates who apply by Friday, June 21, 2024, and will continue until the position is filled; however, the position may close when an adequate number of qualified applications are received. 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. California State University, San Bernardino in not a sponsoring agency for staff or management positions (i.e. H1-B Visas). Conditions of Employment Background Check Satisfactory completion of a background check (including a criminal records check) 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. Drivers License Check Possession of a valid Driver's License is required. Employees in this position will be enrolled in the Department of Motor Vehicles (DMV) Government Employer Pull Notice Program which confirms possession of a valid driver's license and reflects driving record. Mandated Reporter 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 as a condition of employment. Campus Security Authority This position is designated as a Campus Security Authority (CSA) position under the federal Jeanne Cleary Disclosure of Campus Security Policy and Campus Crime Statistics Act. CSAs are responsible for reporting allegations of Clery Act Crimes reported to them or that they witness. CSA training is required. I-9 CSUSB 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 form upon hire. See Form I-9 Acceptable Documents at https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents . Statement of Commitment to Diversity In our commitment to the furthering of knowledge and fulfilling our educational mission, California State University, San Bernardino seeks a campus climate that welcomes, celebrates, and promotes respect for the entire variety of human experience. We welcome people from all backgrounds, and we seek to include knowledge and values from many cultures in the curriculum and extra-curricular life of the campus community. We will create, promote, and maintain activities and programs that further our understanding of individual and group diversity. We will also develop and communicate policies and promote values that discourage intolerance and discrimination. California State University, San Bernardino is proud to be an Affirmative Action/Equal Opportunity Employer. We recruit, hire, train, and administer all personnel actions without regard to race, ethnicity, religion, color, caste, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, socioeconomic status, genetic information, medical condition, disability, marital status, protected military or veteran status, or any other status protected by applicable law. This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096) For more information about Diversity & Inclusion at CSUSB, please visit https://www.csusb.edu/human-resources/diversity-inclusion Closing Statement: Reasonable Accommodation We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact CSUSB Benefits at benefits@csusb.edu. Smoking CSUSB is a smoke and tobacco-free campus. See policy at https://calstate.policystat.com/policy/6591951/latest/ . Clery Act In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal State San Bernardino Annual Security and Fire Safety Report is available at: https://www.csusb.edu/clery-act Advertised: May 21 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Jul 14, 2024
Job Summary: Reporting to the Associate Vice President for Student Affairs/Dean of Students, Director, Housing & Residential Life, the incumbent is a member of the Division of Student Affairs Council, and the Student Life Team. The Director of Housing and Residential Life will play an important role in the success of these spaces. Identifies and creates overall vision and strategic priorities for department direction. Identifies and leads the development of an overall department assessment plan. Leads the department's strategic planning process in concert with the Division of Student Affairs and the University. Responsibilities include, but are not limited to: DHRE Department Leadership: Responsible for administering a broad housing operations and services portfolio. The incumbent will independently develop and oversee a diverse residential community, including personnel management, staff development, operations, budget management, contract management, marketing, assessment, strategic planning, facility maintenance, student programming, student outreach, student success initiatives, and custodial services. Assures operational and conceptual integration of policies and programs within the unit, providing input and feedback in the representation of housing and residential education practices. Serve and provide supervisory oversight for professional staff, including hiring, training, and evaluation. Serve as the principal manager in identifying and creating the overall vision and strategic priorities for department direction. Identify and lead the strategic development and implementation of an overall department assessment plan. Lead the department's strategic planning process with the Division of Student Affairs and the University. Determine organizational structure and university relationships for the department’s emergency preparedness response, including consulting and working with internal and external stakeholders to support the health and safety of residents and staff. Develop, implement, and evaluate a curricular approach to residential community that is responsive to student needs and fosters and promotes developmentally sequenced learning for students while living on campus. Create a living climate that fosters each student resident's intellectual, cultural, social, and interpersonal growth through training and supervision of programs, live-in staff, and other educators. Recommend and implement co-curricular learning experiences that contribute to student success. Work collaboratively to engage and promote DEI activities for residents, staff, and faculty. Lead efforts to increase compliance and adherence to various federal and state mandates to maintain accessibility for all facilities. Have direct oversight of all facilities, to provide leadership in deferred maintenance strategies, increase energy efficiency, and improve quality of life. DSA and Campus Leadership: To ensure campus-wide effectiveness and a seamless student living and learning experience, this leadership role creates and maintains relationships with appropriate individuals and departments on and off campus, collaborating closely with numerous campus stakeholders including (but not limited to) Academic Affairs, Basic Needs & Student Support, CARE Team, Administration and Finance, Dining Services, Human Resources, Academic Success & University Advising (ASUA), Athletics, Student Conduct and Ethical Development, Admissions, The Office of Sustainability, Orientation and the First-Year Experience, Facilities Management, Budget Planning, the Office of Financial Aid, Risk Management, University Police, University Enterprises Corporation (UEC) and organizations within City of San Bernardino. Serves as a member of the Student Life Team within the Division of Student Affairs. Maintains awareness and understanding of federal, state, CSU, campus, and University policies and procedures to administer programs effectively. Advises the AVP/DOS and the Vice President for Student Affairs on long-range financial planning and strategies for Housing & Residential Education. Develop and foster effective and collaborative relationships to leverage the full potential of available resources and contribute to the university and division's mission of serving students. Serve as the department liaison for legal issues, working with University Counsel to respond and address on behalf of the department. Serves as a CARE Team member, including “on-call duty” periodically throughout the calendar year. Budget and Supervision: Directly supervise a team of two associate directors, two operations administrative analysts, one administrative services coordinator, & one budget analyst/specialist II. Indirectly supervise a team of up to 80 paraprofessional staff. Provides leadership for ongoing training and development of all DHRE staff, including student Resident Assistants, Academic Mentors, Student Coordinators, and Housing Student Assistants/Housing Facilities Assistants. Develop goals and strategic professional development plans with team members. Develop and administer an annual operating budget of nearly $16 million. Work collaboratively with the FTO division and university leadership to develop, create, and implement strong economic strategies. Marketing and Strategic Development: Develop and maintain strategic marketing and outreach plans in partnership with Outreach, Orientation, and other relevant campus partners to encourage students to attend CSUSB as a residential campus. Responsible for student housing marketing and communication of programs and services through website, social media, phone, email, and all other communication venues. Responsible for communications to students through all media options for student concerns. Manage efforts and strategies toward a comprehensive, strategic, and predictive model to maximize housing occupancy. Oversee the vision and implementation of the housing application, room assignment process, contracts, occupancy management, and software (StarRez). Responsible for housing and meal plan license oversight of all students who live in student housing. Develops and administers business operations processes, including housing rates, license contract implementation, and compliance for eligibility and timely payments of student housing revenues and meal plan fees. Work in collaboration with FTO and CSU partners to determine the fiscal outlook of the unit using sound business practices. Manage and identify annual planning for the Department of Housing and Residential Education (DHRE) capital improvement projects and renovations. Lead collaboration and planning between DHRE and Facilities Services for future facility planning needs and grounds maintenance. Other Duties as Assigned: Serve on committees, attend meetings, and perform other duties related to the Department of Housing and Residential Education or Division of Student Affairs. Minimum Qualifications: Required Education and Experience Master's degree in higher education, student affairs administration, college student personnel counseling or equivalent required. Minimum eight plus years of related experience in senior housing and residential life positions, or equivalent combination of experience and education. Valid CA driver's license. Required Qualifications Comprehensive knowledge and understanding of best practices for housing and residential education operations. Demonstrate effective managerial, supervisory, communication, and interpersonal skills. Must be flexible and be willing to assume new tasks and special projects. Ability to work effectively with a diverse student and staff community. Must be able to show sensitivity and flexibility in dealing with complex problems and situations. Ability to work autonomously and cooperatively within the department and campus community and pursue innovative ideas and solutions. Demonstrate strong critical thinking and oral and written communication skills. Must demonstrate knowledge and experience with occupancy management and projections, marketing, and hands-on day-to-day operations of a housing unit. Must possess effective organizational, time management, diplomacy, and project management skills. Ability to exercise sound judgment and perform in a leadership capacity. Ability to establish and maintain collaborative relationships with students, faculty, staff, and parents and engage others through a participative process while serving as a key decision-maker. Understand and effectively communicate parameters of contemporary residential life and university housing practices. Demonstrate a strong understanding of and commitment to diversity, social justice, and the creation of an inclusive work and living environment. Preferred Qualifications Significant experience as an innovative leader managing a team, programs, and services; success in enhancing student learning through residential living. Strong record of accomplishment of building successful teams and effective partnerships with colleagues and key stakeholder groups. Demonstrated expansive knowledge of and strong foundation in multiple housing and residential life functions including budgeting and finance, crisis management, residential technology, facility maintenance and custodial, room assignments/billing, marketing and outreach, summer conferences, budget development, student development theory, staff supervision and professional development, student conduct, and working with and supporting underserved students. Passion for creating environments that transform and enhance students' academic and personal success. Appreciation of diversity and difference and an understanding of the influence of social identities on the living student experience. Strong knowledge of FERPA and Title IX. Ability to show sensitivity and flexibility in dealing with complex problems and situations, work autonomously and cooperatively within the department, campus community, and city organizations and pursue innovative ideas and solutions. Supervisory experience with demonstrated ability to supervise and lead professional staff. Demonstrate knowledge and experience with occupancy management and projections. Familiarity with labor relations and how to work effectively within a unionized work environment staff. Possess effective organizational, time management, diplomacy, and project management skills. Design educational environments and activities utilizing research, assessment results on learning outcomes and high impact practices. Ability to establish and maintain collaborative relationships with students, faculty, staff, and parents and engage others through a participative process, while serving as key decision maker. Effective managerial, interpersonal, and collaboration skills and ability to manage conflict in a positive and pro-active manner. Proficiency with standard professional desktop software applications such as e-mail, MS Excel, and MS Word. Success in creating and implementing broad-ranging student support programs with measurable success. Compensation and Benefits: Anticipated Hiring Range: $11,667 - $12,261 per month Classification Salary Range: $6,563 - $21,066 per month The salary offered will take into account internal equity and experience among other factors. The CSU system provides a comprehensive benefit package that includes medical, dental and vision plans, membership in the California Public Employees Retirement System (CalPERS), sick and vacation time, and 15 paid holidays a year. Eligible employees are also able to participate in the fee waiver education program. A summary of benefit information can be found here . Position Information: Work status: Full-time/Exempt/At-will/On-call Academic year schedule: Monday through Friday (8:00 am - 5:00 pm), evenings and weekends may be required to support department and university operations, programs, and events. Will be on-call, as needed. Summer schedule: Monday through Thursday (7:00 am - 5:30 pm), evenings and weekends may be required to support department and university operations, programs, and events. Will be on-call, as needed. This is a full-time management (MPP) position. MPP employees serve at the pleasure of the campus President. MPPs do not serve a probationary period and never receive permanent status. This position is a "designated position" in the California State University's Conflict of Interest Code. The scope of responsibilities for this position includes making or participating in decisions that may have a material financial benefit to the incumbent. Therefore, the individual holding this position is required to file an initial Conflict of Interest: Statement of Economic Interests ("Form 700") within thirty (30 days) from the date of hire and on an annual basis. In addition, the individual holding this position must complete the required conflict of interest training within thirty (30) days of their appointment and at least once during each consecutive period of two (2) calendar years following the appointment, subject to the Fair Political Practices Commission regulations. MPP: First considerations will be given to candidates who apply by Friday, June 21, 2024, and will continue until the position is filled; however, the position may close when an adequate number of qualified applications are received. 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. California State University, San Bernardino in not a sponsoring agency for staff or management positions (i.e. H1-B Visas). Conditions of Employment Background Check Satisfactory completion of a background check (including a criminal records check) 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. Drivers License Check Possession of a valid Driver's License is required. Employees in this position will be enrolled in the Department of Motor Vehicles (DMV) Government Employer Pull Notice Program which confirms possession of a valid driver's license and reflects driving record. Mandated Reporter 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 as a condition of employment. Campus Security Authority This position is designated as a Campus Security Authority (CSA) position under the federal Jeanne Cleary Disclosure of Campus Security Policy and Campus Crime Statistics Act. CSAs are responsible for reporting allegations of Clery Act Crimes reported to them or that they witness. CSA training is required. I-9 CSUSB 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 form upon hire. See Form I-9 Acceptable Documents at https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents . Statement of Commitment to Diversity In our commitment to the furthering of knowledge and fulfilling our educational mission, California State University, San Bernardino seeks a campus climate that welcomes, celebrates, and promotes respect for the entire variety of human experience. We welcome people from all backgrounds, and we seek to include knowledge and values from many cultures in the curriculum and extra-curricular life of the campus community. We will create, promote, and maintain activities and programs that further our understanding of individual and group diversity. We will also develop and communicate policies and promote values that discourage intolerance and discrimination. California State University, San Bernardino is proud to be an Affirmative Action/Equal Opportunity Employer. We recruit, hire, train, and administer all personnel actions without regard to race, ethnicity, religion, color, caste, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, socioeconomic status, genetic information, medical condition, disability, marital status, protected military or veteran status, or any other status protected by applicable law. This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096) For more information about Diversity & Inclusion at CSUSB, please visit https://www.csusb.edu/human-resources/diversity-inclusion Closing Statement: Reasonable Accommodation We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact CSUSB Benefits at benefits@csusb.edu. Smoking CSUSB is a smoke and tobacco-free campus. See policy at https://calstate.policystat.com/policy/6591951/latest/ . Clery Act In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal State San Bernardino Annual Security and Fire Safety Report is available at: https://www.csusb.edu/clery-act Advertised: May 21 2024 Pacific Daylight Time Applications close: Closing Date/Time:
SUMMARY PURPOSE OF POSITION Southern California Regional Rail Authority (SCRRA), operator of the METROLINK Commuter Rail System, is seeking a Senior Management Analyst (Project Controls) who will implement the tools and systems necessary to effectively and proactively control and report on construction and engineering Capital and State of Good Repair projects to ensure the team makes progress and meets goals. TO APPLY: This is a continuous recruitment, with the review of applications beginning August 29, 2024 . Interested applicants are encouraged to apply immediately . DISTINGUISHING CHARACTERISTICS This is the senior level of the Management Analyst series. At this level, work may be performed under limited supervision or under limited direction. Incumbent possesses considerable latitude to accomplish tasks, which may include lead worker or supervisor duties. SUPERVISION EXERCISED AND RECEIVED Receive general oversight from assigned Departmental Management. This position has no formal supervisory responsibilities; may lead the work of lower-level staff. ESSENTIAL DUTIES AND RESPONSIBILITIES The duties listed below are intended to describe the general nature and level of work being performed and are not to be interpreted as an exhaustive list of responsibilities. Set project controls guidelines and responsibilities by implementing tools and systems necessary to effectively manage, control and report on cashflow, cost, commitments, forecast and schedule for projects. Establish a standard project management methodology to help reduce costs and improve timeliness, implementing standards and best practices. Provide guidance to operations/project management teams to recognize emerging issues, identify lessons learned and drive process adoption to ensure accuracy of key project metrics and best practices. Compile, monitor and report on project financial data, including but not limited to, planned spend, actual spend, estimate to complete, budget trends, project costs, commitments, etc. Conducts detailed review and analysis of project performance control and reporting to understand and articulate key metrics and trends. Ensure management is provided with timeline review and progress of all projects and activity including completion of monthly project status report and forecasting reporting and endorse suggested corrective actions to maintain the project within planned cost and schedule. Ensures that tracking and forecasting, progress monitoring, cost reporting meet specific project requirements. Ensures the preparation and updating of project cash flows and forecasting as required throughout the project life cycle. Establish, manage, and maintain project schedule development and review and update processes to ensure accuracy and alignment with the master schedule. Collaborate with program/project managers to coordinate and manage cost and scheduling activities for major capital projects, including the accurate forecasting and reporting of project costs. Contribute to risk mitigation plan; collaborate on risk identification and assessment activities. Prepare project delivery reviews for specifically identified projects and provide reports to division management on milestone achievement, issues, risks, and corrective action. Identify and propose more cost-effective methods/strategies for accomplishing project objectives. Supports project change management, including subcontractor claims, change requests, claims and dispute resolution. Create tools and templates to aid project managers in effective and efficient management of projects and programs. Lead the development and presentation of project management training programs, including courses to emphasize and reinforce best practices for project charter development, scheduling, cost forecasting, risk management, and project closeouts. Review project authorizations, including contract task orders, work orders and job order contracts, to ensure compliance with contract, federal/state requirements: provide project cost coding, including accurate cost coding. Report to executive leadership team on project status and issues relevant to changes in scope, schedule, trends, and costs. Create project performance indicators and track month-to-month performance changes. Serve as a liaison on contract specifications such as scope, cost and schedule information and assist with contract bid evaluations. Provide interface support and respond to requests for project information from various internal departments and external agencies. Serve as focal point for providing project feedback into project cost and schedule databases. Manage the progress of professional service and construction contracts to ensure compliance by consultants and others who may be responsible for the delivery of the services of those contracts. Assist in the development, administration, and training of internal PMO Standard Operating Practices. Prepare studies, research, and analyses of special ad-hoc reports. Perform other related duties as assigned. MINIMUM REQUIREMENTS TO PERFORM ESSENTIAL JOB FUNCTIONS Education and Experience Bachelor’s Degree in Engineering, Business Administration, Project Management or a related field. A minimum of seven (7) years of work experience performing similar duties in a construction or project management field. A combination of training, with a minimum of an Associate Degree and/or experience that provides the required knowledge, skills and abilities may be considered when determining minimum qualifications. Advanced relevant coursework may also substitute for a portion of required experience. Valid Class C Driver's License with a satisfactory driving record of no more than three moving violations and no DUI's within the last three years. Preferred Qualifications Project Management Professional (PMP) or equivalent certification. Experience with applicable systems, software, and tools used for estimating, scheduling or controls such as Primavera P6 and Microsoft scheduling tools. Knowledge, Skills, and Abilities Knowledge of : Project management best practices, project delivery standards, processes and templates. Contract administration related to construction projects in a public agency environment. State and federal grant and contract regulations and requirements by public agencies. Strong analytical skills required to review all project controls information and ensure accuracy as well as identify issues, concerns, and potential mitigations. Skilled in : Microsoft Office Suite, including advanced skills in Microsoft Excel. Scheduling software, Primavera P6 and Microsoft scheduling tools preferred. Use of budgeting software (e.g. Oracle). Strong and effective organization, analytics, and time management. Strong communication skills, both verbal and written. Cost control including project estimating, forecasting and Earn Value management. Ability to : Think critically in complex situations and synthesize ambiguous data. Multi-task in a high paced environment. Analyze financial data, cost reports, design and construction cost estimates and trend data. Communicate a variety of complex information to different levels of management. Influence key decision makers, peer groups, and functions outside direct control. Keep multiple contracts on schedule, within budget and in compliance with contract specification. Balance multiple initiatives simultaneously, driving initiatives through to completion while continuing to meet deadlines in a fast-paced work environment with frequently changing priorities. PHYSICAL REQUIREMENTS Transition between a stationary position at a desk or work location and move about Metrolink facilities or other work site locations. Operate tools to perform the duties of the position, such as computers, office equipment and work-related machinery. Transport equipment or boxes up to 25lbs. Exchange ideas by means of communication. Visual acuity to detect, identify and observe employees or train movement and any barriers to movement when working on or near railroad tracks. Hear and perceive the nature of sounds when working on or near railroad tracks. Balance, ascend/descend, climb, kneel, stoop, bend, crouch, or crawl within assigned working conditions and or locations. WORKING CONDITIONS Position requires work in a normal office environment with little exposure to excessive noise, dust, or temperature. Work may also be conducted in outdoor environments, at construction sites, Railroad Track and Right-of-Way environments, and warehouse environments, with possible exposure to moving mechanical parts, and loud noises (85+ decibels, such as heavy trucks, construction, etc.) Southern California Regional Rail Authority is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the Authority will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. SUPPLEMENTAL INFORMATION Selection Process: Following a review of resumes and/or applications, the most highly qualified candidates will be invited to continue in the selection process. Eligible applicants will be notified of the exact time and place of assessments and interview. Candidates will be interviewed to determine their relative knowledge, skills and ability in job related areas. Offers of employment may be contingent upon successful completion of a reference check, including degree verification and criminal records check provided through SCRRA. Internal Candidates: Employees with active discipline as defined in the HR Policy No. 5.3 Positive Discipline Program and/or with performance that does not meet the standard for "meets expectations" as defined in the Performance Planning and Appraisal Process may be precluded from consideration and placement in the position. In compliance with the Americans with Disabilities Act, the SCRRA will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. The SCRRA is an Equal Opportunity Employer. EEO/ADA MEDICAL: SCRRA offers a choice of twelve (12) health plan options provided through the California Public Employees' Retirement System (CalPERS). You may choose from up to ten (10) Health Maintenance Organization (HMO) plans and two (2) Preferred Provider Organization (PPO) plans. Some health plans are only available in certain counties and/or zip codes. You contribute 12.5 percent of the plan premium for coverage of you and your eligible dependents. You may waive coverage if you are covered under another group health plan; you must provide proof. Once you waive coverage, you will only be allowed to enroll during Open Enrollment or within 60 days from the date on which your other coverage is no longer available (proof is required). If you elect to waive coverage, you will receive $300.00 per month taxable earnings, paid in two installments of $150 each on the first two paychecks of the month. A retiree or an employee who is a spouse, child, or any other eligible dependent of another SCRRA employee is not eligible for the opt out/cash in lieu credit if he/she is covered under a SCRRA health plan. Eligibility begins the first of the month following hire date or qualifying event. DENTAL: SCRRA offers two dental options provided by Delta Dental. Under the DeltaCare (HMO) program, you must select a contract dentist within their network to perform your dental services. If you require treatment from a specialist, your contract dentist will handle the referral. Many services are covered at no cost to you. A co-payment applies for other services. The Delta Dental PPO plan allows you to visit a dentist of your choice, change dentists at any time, go to a dental specialist of your choice, receive dental care anywhere in the world, and save on out-of-pocket expenses when you visit a PPO network dental office. SCRRA pays the full premium for coverage of you and your eligible dependents under both plans. Eligibility begins the first of the month following hire date or qualifying event. VISION: SCRRA offers two (2) vision plans through Vision Service Plan (VSP), providing coverage for eye examinations, prescription eyewear and contact lenses through network providers. You have the option of seeing out-of-network providers, but full reimbursement is not guaranteed. VSP has contracted with many laser surgery facilities and doctors, offering you a discount on PRK and LASIK surgeries. If you enroll in the VSP Basic Plan, SCRRA pays the full premium for coverage of you and your eligible dependents. If you enroll in the VSP Buy-up Plan, which offers enhanced vision benefits, you pay the difference between the cost of the Basic Plan and the Buy-up Plan. Eligibility begins the first of the month following hire date or qualifying event. FLEXIBLE SPENDING ACCOUNTS: Flexible Spending Accounts (FSA) allow for the deferral of pre-tax dollars to be used for reimbursement of eligible medical and dependent care expenses. You can set aside up to $3,050 for health care expenses and $5,000 per family for dependent care expenses annually. Eligibility begins the first of the month following hire date or a qualifying event. GROUP TERM LIFE INSURANCE: SCRRA provides for an amount equal to one (1) time your annual salary, rounded to the nearest $1,000, to a maximum of $200,000. Your life insurance benefit will reduce to 65% at age 65 and 55% at age 70. IRS regulations require that the portion of Group Term Life (“G.T.L.”) insurance benefits provided to you by SCRRA, which exceeds $50,000, be added to your Federal, State, and Medicare taxable earnings for W-2 reporting. This amount is reflected on your pay statements each pay period in the “Other Benefits and Information” section. In addition, SCRRA offers a voluntary plan, which may be purchased in increments of $10,000 to a maximum of $100,000 without evidence of insurability (initial enrollment period only) and up to 5 times your salary to a maximum of $500,000 with evidence of insurability. Dependent life options are also available. The voluntary plan is portable; you may retain it if you leave SCRRA and pay the premium. Eligibility begins the first of the month following hire date or qualifying event. ACCIDENTAL DEATH & DISMEMBERMENT: SCRRA provides for an amount equal to one (1) time your annual salary, rounded to the nearest $1,000, up to a maximum of $200,000. Your AD&D insurance benefit will reduce to 65% at age 65 and 55% at age 70. In addition, SCRRA offers a voluntary plan, which may be purchased in increments of $10,000, subject to a maximum of the lesser of 5 times your annual salary or $500,000. Dependent AD&D options are also available. Eligibility begins the first of the month following hire date or qualifying event. SHORT TERM DISABILITY: You are covered under the California State Disability Insurance (SDI) Program. Your maximum benefit amount is 52 times your weekly benefit amount or the total wages subject to SDI tax paid in your base period, whichever is less. Employees pay a mandatory contribution, through payroll deductions, for coverage under the SDI program. The contribution rate for 2023 is 0.9 percent of earnings. The SDI taxable wage limit is $153,164, with a maximum withholding of $1,378.48 per employee for calendar year 2023. LONG TERM DISABILITY : SCRRA provides for income replacement of 60 percent of monthly earnings subject to a maximum benefit of $7,500 per month up to age 65. To qualify, you must be on disability for 90 days. (Note: there is a pre-existing condition clause in this program.) Eligibility begins the first of the month following hire date or qualifying event. VOLUNTARY BENEFITS: SCRRA offers the following employee-paid voluntary benefits, provided by Aflac: Group Accident Insurance helps pay for out-of-pocket costs that arise from covered accidents, such as fractures, dislocations, and lacerations. Group Critical Illness Insurance helps pay for the expected and unexpected expenses that arise from diagnosis of a covered critical illness, such as cancer (internal or invasive), heart attack, stroke, end-stage renal failure or a major organ transplant. Group Hospital Indemnity Insurance helps pay for the out-of-pocket costs associated with a hospital stay, including benefits for hospital confinement, hospital admission, hospital intensive care and intermediate intensive care step-down unit. Group Short-Term Disability Insurance pays a monthly benefit directly to an employee who is off work due to an injury or illness for up to three (3) months after a seven (7) day waiting period. Eligibility begins the first of the month following hire date or qualifying event. 9/80 ALTERNATIVE WORK SCHEDULE: SCRRA offers a 9/80 Alternative Work Schedule (AWS). During a 10-day work period, you work eight 9-hour days, one 8-hour day and have one day off. Your day off can be Monday, Wednesday, or Friday. Approval from your supervisor, chief and HR is required to participate in the 9/80 AWS program. TELECOMMUTING SCHEDULE: SCRRA offers employees the option to telecommute up to two (2) days per week. At the CEO’s discretion, the maximum number of days per week may be increased due to a natural disaster, pandemic, civil unrest, federal/state/local stay-at-home order, or other special circumstances. Approval from your supervisor, chief and HR is required to participate in the telecommuting program. Employees on a 9/80 schedule cannot telecommute. HOLIDAYS: SCRRA observes twelve (12) holidays a year: New Year's Day, Martin Luther King Day, President’s Day, Cesar Chavez Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Veterans Day, Thanksgiving Day, Day after Thanksgiving, and Christmas Day. PAID TIME OFF (PTO): SCRRA provides employees with Paid Time Off (PTO) for vacations, illnesses, injuries, medical/dental appointments, religious holidays, personal business, and emergencies as follows: 0-4 years of service - 25 days 5-6 years of service - 30 days 7th year of service - 32 days 8th year of service - 33 days 9th year of service - 34 days 10-14 years of service - 35 days 15-19 years of service - 38 days 20 or more years - 42 days At the CEO’s discretion, prior service at a public transportation or public agency, or rail transportation company may be counted towards an employee’s total service years to increase the employee’s PTO accrual rate. To be considered, Human Resources requires that a written request along with verification and confirmation of the years of service be provided prior to the start of employment with SCRRA. Human Resources will provide the final determination on behalf of the CEO. EMPLOYEE ASSISTANCE PROGRAM (EAP): SCRRA offers you and your immediate and dependent family members confidential counseling 24 hours a day, 7 days a week for family, personal, work-related and substance abuse issues through the EAP. You are entitled to a telephone session(s) with a trained EAP professional to assess the nature of the problem and provide a referral for additional assistance, if needed. Services also include three (3) face-to-face counseling sessions per family member per six (6) month period. HEALTH ADVOCACY SERVICES: SCRRA offers you and your eligible dependents free health advocacy services through Health Advocate. You are entitled to unlimited calls with trained professionals who can help you navigate the healthcare and insurance systems. RETIREMENT PLAN: The SCRRA contracts with the California Public Employees' Retirement System (CalPERS). You pay a 8.00 percent employee contribution and SCRRA pays an employer contribution, which varies each year. To be eligible for service retirement, you must be at least age 52 and have a minimum of five (5) years of CalPERS-credited service. Upon retirement you are entitled to a monthly retirement benefit based on your years of credited service, age, and average compensation during your last three (3) years of service (“final compensation”). The retirement formula for New Members is 2%@62, which means at age 62, you receive 2 percent of your final compensation for every year of service. Upon separation from employment with less than 5 years of credited service, you may request a refund of your employee contributions only, including interest, and end your membership with CalPERS, or leave it in your account and retain your service credit should you decide to work for another CalPERS-covered agency. If you are vested upon separation but do not retire, you may leave your contributions in your account until retirement or elect a refund. SOCIAL SECURITY: You do not participate in Social Security except for Medicare. You will contribute 1.45 percent of your pay to cover the hospital insurance portion of Medicare. *Additional Medicare Hospital Insurance Tax: As of January 1, 2013, employees are required to pay an additional 0.9 percent Medicare tax on earnings above $200,000 (for those who file an individual return) or $250,000 (for those who file a joint return). This additional hospital insurance tax is not reflected in the rate above. RETIREE MEDICAL: Unrepresented employees hired before 11/1/18*: You will be eligible for medical coverage when you retire if your separation date and retirement date are within 120 days of each other. SCRRA pays the same amount for retirees as it does for active employees, which is currently 87.5 percent of the applicable premium. Unrepresented employees hired on or after 11/1/18: You will be eligible for medical coverage when you retire if your separation date and retirement date are within 120 days of each other and you have a minimum of 10 years of credited CalPERS service, five of which must be performed at SCRRA. SCRRA pays a percentage of the state annuitant contribution rate** in accordance with the vesting schedule below: 10 Years of CalPERS Service - 50% 11 - 19 Years of CalPERS Service - 50%, plus 5% for each additional year of service 20+ Years of CalPERS Service - 100% *Once each year the employer may allow unrepresented employees hired before 11/1/18 the opportunity to individually elect to be subject to the vesting schedule. **The state annuitant contribution rates for 2023 are: $883 (Retiree Only); $1,699 (Retiree + 1 Dependent); $2,124 (Retiree + Family). DEFERRED COMPENSATION PLAN (457) : You are eligible to set aside a portion of your current income without paying taxes on that money until it is received later during retirement when taxes may be lower. In 2023, you can defer up to 100 percent of your gross compensation or $22,500 annually, whichever is less (“normal contribution limit”). You may make an additional $7,500 contribution to the plan if you are age 50 and older. If you are at least within three years of the age in which you are eligible to receive unreduced benefits under our CalPERS retirement plan, you may contribute up to double the normal contribution limit, or $45,000. TRANSPORTATION PASSES: You may use your employee badge for unlimited free access to all Metrolink lines and trains. Your badge cannot be used on connecting public transportation. However, if you commute to/from work on Metrolink on a regular basis and need to connect to other public transportation (e.g., Metro Red or Purple Line) you can be issued a Metrolink pass with the appropriate station pair, which will also give you access to connecting transportation. You are also eligible to receive a free transit pass to ride any greater Los Angeles area transit system other than Metrolink (such as, Metro, Foothill Transit, LADOT, and LOSSAN) for commuting purposes. The commuter transit pass has a value up to the monthly maximum tax-free transit pass amount established by the Internal Revenue Service ($300 in 2023). You are responsible for any transit fares above the IRS monthly cap. To receive this benefit, the SCRRA requires each employee to use public transportation to commute to and from work three (3) or more days per week. OTHER BENEFITS: Educational Assistance - SCRRA will reimburse an employee up to $1,000 per fiscal year for tuition, books and mandatory student fees for courses that are relevant to employment. No reimbursement is allowed for parking. Professional Memberships - SCRRA pays up to $300 per year for professional memberships. Credit Union Membership - SCRRA offers credit union services for employees and their family members, provided by Northrup Grumman Federal Credit Union. Jury Duty - SCRRA will continue an employee's salary during any non-voluntary jury service up to a maximum of ten (10) working days. Pregnancy Disability and Family and Medical Leaves - A leave of absence may be paid or unpaid and shall be granted in accordance with applicable federal and state laws, and SCRRA policy. Refer to the Human Resource Policies and Procedures Manual for more detailed information. Bereavement Leave - In the event of death in an employee’s immediate family, the agency grants up to three (3) working days, with pay, to handle family affairs and to attend the funeral. When an employee needs to travel outside the radius of the five (5) member agencies due to the death of an immediate family member, the Authority grants up to five (5) working days, with pay. Military Leave - Employees will be paid for the annually required active period. At the discretion of the Chief Executive Officer, and with Board notification, paid military leave may be granted beyond what is provided by the applicable state law.
Jul 14, 2024
Full Time
SUMMARY PURPOSE OF POSITION Southern California Regional Rail Authority (SCRRA), operator of the METROLINK Commuter Rail System, is seeking a Senior Management Analyst (Project Controls) who will implement the tools and systems necessary to effectively and proactively control and report on construction and engineering Capital and State of Good Repair projects to ensure the team makes progress and meets goals. TO APPLY: This is a continuous recruitment, with the review of applications beginning August 29, 2024 . Interested applicants are encouraged to apply immediately . DISTINGUISHING CHARACTERISTICS This is the senior level of the Management Analyst series. At this level, work may be performed under limited supervision or under limited direction. Incumbent possesses considerable latitude to accomplish tasks, which may include lead worker or supervisor duties. SUPERVISION EXERCISED AND RECEIVED Receive general oversight from assigned Departmental Management. This position has no formal supervisory responsibilities; may lead the work of lower-level staff. ESSENTIAL DUTIES AND RESPONSIBILITIES The duties listed below are intended to describe the general nature and level of work being performed and are not to be interpreted as an exhaustive list of responsibilities. Set project controls guidelines and responsibilities by implementing tools and systems necessary to effectively manage, control and report on cashflow, cost, commitments, forecast and schedule for projects. Establish a standard project management methodology to help reduce costs and improve timeliness, implementing standards and best practices. Provide guidance to operations/project management teams to recognize emerging issues, identify lessons learned and drive process adoption to ensure accuracy of key project metrics and best practices. Compile, monitor and report on project financial data, including but not limited to, planned spend, actual spend, estimate to complete, budget trends, project costs, commitments, etc. Conducts detailed review and analysis of project performance control and reporting to understand and articulate key metrics and trends. Ensure management is provided with timeline review and progress of all projects and activity including completion of monthly project status report and forecasting reporting and endorse suggested corrective actions to maintain the project within planned cost and schedule. Ensures that tracking and forecasting, progress monitoring, cost reporting meet specific project requirements. Ensures the preparation and updating of project cash flows and forecasting as required throughout the project life cycle. Establish, manage, and maintain project schedule development and review and update processes to ensure accuracy and alignment with the master schedule. Collaborate with program/project managers to coordinate and manage cost and scheduling activities for major capital projects, including the accurate forecasting and reporting of project costs. Contribute to risk mitigation plan; collaborate on risk identification and assessment activities. Prepare project delivery reviews for specifically identified projects and provide reports to division management on milestone achievement, issues, risks, and corrective action. Identify and propose more cost-effective methods/strategies for accomplishing project objectives. Supports project change management, including subcontractor claims, change requests, claims and dispute resolution. Create tools and templates to aid project managers in effective and efficient management of projects and programs. Lead the development and presentation of project management training programs, including courses to emphasize and reinforce best practices for project charter development, scheduling, cost forecasting, risk management, and project closeouts. Review project authorizations, including contract task orders, work orders and job order contracts, to ensure compliance with contract, federal/state requirements: provide project cost coding, including accurate cost coding. Report to executive leadership team on project status and issues relevant to changes in scope, schedule, trends, and costs. Create project performance indicators and track month-to-month performance changes. Serve as a liaison on contract specifications such as scope, cost and schedule information and assist with contract bid evaluations. Provide interface support and respond to requests for project information from various internal departments and external agencies. Serve as focal point for providing project feedback into project cost and schedule databases. Manage the progress of professional service and construction contracts to ensure compliance by consultants and others who may be responsible for the delivery of the services of those contracts. Assist in the development, administration, and training of internal PMO Standard Operating Practices. Prepare studies, research, and analyses of special ad-hoc reports. Perform other related duties as assigned. MINIMUM REQUIREMENTS TO PERFORM ESSENTIAL JOB FUNCTIONS Education and Experience Bachelor’s Degree in Engineering, Business Administration, Project Management or a related field. A minimum of seven (7) years of work experience performing similar duties in a construction or project management field. A combination of training, with a minimum of an Associate Degree and/or experience that provides the required knowledge, skills and abilities may be considered when determining minimum qualifications. Advanced relevant coursework may also substitute for a portion of required experience. Valid Class C Driver's License with a satisfactory driving record of no more than three moving violations and no DUI's within the last three years. Preferred Qualifications Project Management Professional (PMP) or equivalent certification. Experience with applicable systems, software, and tools used for estimating, scheduling or controls such as Primavera P6 and Microsoft scheduling tools. Knowledge, Skills, and Abilities Knowledge of : Project management best practices, project delivery standards, processes and templates. Contract administration related to construction projects in a public agency environment. State and federal grant and contract regulations and requirements by public agencies. Strong analytical skills required to review all project controls information and ensure accuracy as well as identify issues, concerns, and potential mitigations. Skilled in : Microsoft Office Suite, including advanced skills in Microsoft Excel. Scheduling software, Primavera P6 and Microsoft scheduling tools preferred. Use of budgeting software (e.g. Oracle). Strong and effective organization, analytics, and time management. Strong communication skills, both verbal and written. Cost control including project estimating, forecasting and Earn Value management. Ability to : Think critically in complex situations and synthesize ambiguous data. Multi-task in a high paced environment. Analyze financial data, cost reports, design and construction cost estimates and trend data. Communicate a variety of complex information to different levels of management. Influence key decision makers, peer groups, and functions outside direct control. Keep multiple contracts on schedule, within budget and in compliance with contract specification. Balance multiple initiatives simultaneously, driving initiatives through to completion while continuing to meet deadlines in a fast-paced work environment with frequently changing priorities. PHYSICAL REQUIREMENTS Transition between a stationary position at a desk or work location and move about Metrolink facilities or other work site locations. Operate tools to perform the duties of the position, such as computers, office equipment and work-related machinery. Transport equipment or boxes up to 25lbs. Exchange ideas by means of communication. Visual acuity to detect, identify and observe employees or train movement and any barriers to movement when working on or near railroad tracks. Hear and perceive the nature of sounds when working on or near railroad tracks. Balance, ascend/descend, climb, kneel, stoop, bend, crouch, or crawl within assigned working conditions and or locations. WORKING CONDITIONS Position requires work in a normal office environment with little exposure to excessive noise, dust, or temperature. Work may also be conducted in outdoor environments, at construction sites, Railroad Track and Right-of-Way environments, and warehouse environments, with possible exposure to moving mechanical parts, and loud noises (85+ decibels, such as heavy trucks, construction, etc.) Southern California Regional Rail Authority is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the Authority will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. SUPPLEMENTAL INFORMATION Selection Process: Following a review of resumes and/or applications, the most highly qualified candidates will be invited to continue in the selection process. Eligible applicants will be notified of the exact time and place of assessments and interview. Candidates will be interviewed to determine their relative knowledge, skills and ability in job related areas. Offers of employment may be contingent upon successful completion of a reference check, including degree verification and criminal records check provided through SCRRA. Internal Candidates: Employees with active discipline as defined in the HR Policy No. 5.3 Positive Discipline Program and/or with performance that does not meet the standard for "meets expectations" as defined in the Performance Planning and Appraisal Process may be precluded from consideration and placement in the position. In compliance with the Americans with Disabilities Act, the SCRRA will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. The SCRRA is an Equal Opportunity Employer. EEO/ADA MEDICAL: SCRRA offers a choice of twelve (12) health plan options provided through the California Public Employees' Retirement System (CalPERS). You may choose from up to ten (10) Health Maintenance Organization (HMO) plans and two (2) Preferred Provider Organization (PPO) plans. Some health plans are only available in certain counties and/or zip codes. You contribute 12.5 percent of the plan premium for coverage of you and your eligible dependents. You may waive coverage if you are covered under another group health plan; you must provide proof. Once you waive coverage, you will only be allowed to enroll during Open Enrollment or within 60 days from the date on which your other coverage is no longer available (proof is required). If you elect to waive coverage, you will receive $300.00 per month taxable earnings, paid in two installments of $150 each on the first two paychecks of the month. A retiree or an employee who is a spouse, child, or any other eligible dependent of another SCRRA employee is not eligible for the opt out/cash in lieu credit if he/she is covered under a SCRRA health plan. Eligibility begins the first of the month following hire date or qualifying event. DENTAL: SCRRA offers two dental options provided by Delta Dental. Under the DeltaCare (HMO) program, you must select a contract dentist within their network to perform your dental services. If you require treatment from a specialist, your contract dentist will handle the referral. Many services are covered at no cost to you. A co-payment applies for other services. The Delta Dental PPO plan allows you to visit a dentist of your choice, change dentists at any time, go to a dental specialist of your choice, receive dental care anywhere in the world, and save on out-of-pocket expenses when you visit a PPO network dental office. SCRRA pays the full premium for coverage of you and your eligible dependents under both plans. Eligibility begins the first of the month following hire date or qualifying event. VISION: SCRRA offers two (2) vision plans through Vision Service Plan (VSP), providing coverage for eye examinations, prescription eyewear and contact lenses through network providers. You have the option of seeing out-of-network providers, but full reimbursement is not guaranteed. VSP has contracted with many laser surgery facilities and doctors, offering you a discount on PRK and LASIK surgeries. If you enroll in the VSP Basic Plan, SCRRA pays the full premium for coverage of you and your eligible dependents. If you enroll in the VSP Buy-up Plan, which offers enhanced vision benefits, you pay the difference between the cost of the Basic Plan and the Buy-up Plan. Eligibility begins the first of the month following hire date or qualifying event. FLEXIBLE SPENDING ACCOUNTS: Flexible Spending Accounts (FSA) allow for the deferral of pre-tax dollars to be used for reimbursement of eligible medical and dependent care expenses. You can set aside up to $3,050 for health care expenses and $5,000 per family for dependent care expenses annually. Eligibility begins the first of the month following hire date or a qualifying event. GROUP TERM LIFE INSURANCE: SCRRA provides for an amount equal to one (1) time your annual salary, rounded to the nearest $1,000, to a maximum of $200,000. Your life insurance benefit will reduce to 65% at age 65 and 55% at age 70. IRS regulations require that the portion of Group Term Life (“G.T.L.”) insurance benefits provided to you by SCRRA, which exceeds $50,000, be added to your Federal, State, and Medicare taxable earnings for W-2 reporting. This amount is reflected on your pay statements each pay period in the “Other Benefits and Information” section. In addition, SCRRA offers a voluntary plan, which may be purchased in increments of $10,000 to a maximum of $100,000 without evidence of insurability (initial enrollment period only) and up to 5 times your salary to a maximum of $500,000 with evidence of insurability. Dependent life options are also available. The voluntary plan is portable; you may retain it if you leave SCRRA and pay the premium. Eligibility begins the first of the month following hire date or qualifying event. ACCIDENTAL DEATH & DISMEMBERMENT: SCRRA provides for an amount equal to one (1) time your annual salary, rounded to the nearest $1,000, up to a maximum of $200,000. Your AD&D insurance benefit will reduce to 65% at age 65 and 55% at age 70. In addition, SCRRA offers a voluntary plan, which may be purchased in increments of $10,000, subject to a maximum of the lesser of 5 times your annual salary or $500,000. Dependent AD&D options are also available. Eligibility begins the first of the month following hire date or qualifying event. SHORT TERM DISABILITY: You are covered under the California State Disability Insurance (SDI) Program. Your maximum benefit amount is 52 times your weekly benefit amount or the total wages subject to SDI tax paid in your base period, whichever is less. Employees pay a mandatory contribution, through payroll deductions, for coverage under the SDI program. The contribution rate for 2023 is 0.9 percent of earnings. The SDI taxable wage limit is $153,164, with a maximum withholding of $1,378.48 per employee for calendar year 2023. LONG TERM DISABILITY : SCRRA provides for income replacement of 60 percent of monthly earnings subject to a maximum benefit of $7,500 per month up to age 65. To qualify, you must be on disability for 90 days. (Note: there is a pre-existing condition clause in this program.) Eligibility begins the first of the month following hire date or qualifying event. VOLUNTARY BENEFITS: SCRRA offers the following employee-paid voluntary benefits, provided by Aflac: Group Accident Insurance helps pay for out-of-pocket costs that arise from covered accidents, such as fractures, dislocations, and lacerations. Group Critical Illness Insurance helps pay for the expected and unexpected expenses that arise from diagnosis of a covered critical illness, such as cancer (internal or invasive), heart attack, stroke, end-stage renal failure or a major organ transplant. Group Hospital Indemnity Insurance helps pay for the out-of-pocket costs associated with a hospital stay, including benefits for hospital confinement, hospital admission, hospital intensive care and intermediate intensive care step-down unit. Group Short-Term Disability Insurance pays a monthly benefit directly to an employee who is off work due to an injury or illness for up to three (3) months after a seven (7) day waiting period. Eligibility begins the first of the month following hire date or qualifying event. 9/80 ALTERNATIVE WORK SCHEDULE: SCRRA offers a 9/80 Alternative Work Schedule (AWS). During a 10-day work period, you work eight 9-hour days, one 8-hour day and have one day off. Your day off can be Monday, Wednesday, or Friday. Approval from your supervisor, chief and HR is required to participate in the 9/80 AWS program. TELECOMMUTING SCHEDULE: SCRRA offers employees the option to telecommute up to two (2) days per week. At the CEO’s discretion, the maximum number of days per week may be increased due to a natural disaster, pandemic, civil unrest, federal/state/local stay-at-home order, or other special circumstances. Approval from your supervisor, chief and HR is required to participate in the telecommuting program. Employees on a 9/80 schedule cannot telecommute. HOLIDAYS: SCRRA observes twelve (12) holidays a year: New Year's Day, Martin Luther King Day, President’s Day, Cesar Chavez Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Veterans Day, Thanksgiving Day, Day after Thanksgiving, and Christmas Day. PAID TIME OFF (PTO): SCRRA provides employees with Paid Time Off (PTO) for vacations, illnesses, injuries, medical/dental appointments, religious holidays, personal business, and emergencies as follows: 0-4 years of service - 25 days 5-6 years of service - 30 days 7th year of service - 32 days 8th year of service - 33 days 9th year of service - 34 days 10-14 years of service - 35 days 15-19 years of service - 38 days 20 or more years - 42 days At the CEO’s discretion, prior service at a public transportation or public agency, or rail transportation company may be counted towards an employee’s total service years to increase the employee’s PTO accrual rate. To be considered, Human Resources requires that a written request along with verification and confirmation of the years of service be provided prior to the start of employment with SCRRA. Human Resources will provide the final determination on behalf of the CEO. EMPLOYEE ASSISTANCE PROGRAM (EAP): SCRRA offers you and your immediate and dependent family members confidential counseling 24 hours a day, 7 days a week for family, personal, work-related and substance abuse issues through the EAP. You are entitled to a telephone session(s) with a trained EAP professional to assess the nature of the problem and provide a referral for additional assistance, if needed. Services also include three (3) face-to-face counseling sessions per family member per six (6) month period. HEALTH ADVOCACY SERVICES: SCRRA offers you and your eligible dependents free health advocacy services through Health Advocate. You are entitled to unlimited calls with trained professionals who can help you navigate the healthcare and insurance systems. RETIREMENT PLAN: The SCRRA contracts with the California Public Employees' Retirement System (CalPERS). You pay a 8.00 percent employee contribution and SCRRA pays an employer contribution, which varies each year. To be eligible for service retirement, you must be at least age 52 and have a minimum of five (5) years of CalPERS-credited service. Upon retirement you are entitled to a monthly retirement benefit based on your years of credited service, age, and average compensation during your last three (3) years of service (“final compensation”). The retirement formula for New Members is 2%@62, which means at age 62, you receive 2 percent of your final compensation for every year of service. Upon separation from employment with less than 5 years of credited service, you may request a refund of your employee contributions only, including interest, and end your membership with CalPERS, or leave it in your account and retain your service credit should you decide to work for another CalPERS-covered agency. If you are vested upon separation but do not retire, you may leave your contributions in your account until retirement or elect a refund. SOCIAL SECURITY: You do not participate in Social Security except for Medicare. You will contribute 1.45 percent of your pay to cover the hospital insurance portion of Medicare. *Additional Medicare Hospital Insurance Tax: As of January 1, 2013, employees are required to pay an additional 0.9 percent Medicare tax on earnings above $200,000 (for those who file an individual return) or $250,000 (for those who file a joint return). This additional hospital insurance tax is not reflected in the rate above. RETIREE MEDICAL: Unrepresented employees hired before 11/1/18*: You will be eligible for medical coverage when you retire if your separation date and retirement date are within 120 days of each other. SCRRA pays the same amount for retirees as it does for active employees, which is currently 87.5 percent of the applicable premium. Unrepresented employees hired on or after 11/1/18: You will be eligible for medical coverage when you retire if your separation date and retirement date are within 120 days of each other and you have a minimum of 10 years of credited CalPERS service, five of which must be performed at SCRRA. SCRRA pays a percentage of the state annuitant contribution rate** in accordance with the vesting schedule below: 10 Years of CalPERS Service - 50% 11 - 19 Years of CalPERS Service - 50%, plus 5% for each additional year of service 20+ Years of CalPERS Service - 100% *Once each year the employer may allow unrepresented employees hired before 11/1/18 the opportunity to individually elect to be subject to the vesting schedule. **The state annuitant contribution rates for 2023 are: $883 (Retiree Only); $1,699 (Retiree + 1 Dependent); $2,124 (Retiree + Family). DEFERRED COMPENSATION PLAN (457) : You are eligible to set aside a portion of your current income without paying taxes on that money until it is received later during retirement when taxes may be lower. In 2023, you can defer up to 100 percent of your gross compensation or $22,500 annually, whichever is less (“normal contribution limit”). You may make an additional $7,500 contribution to the plan if you are age 50 and older. If you are at least within three years of the age in which you are eligible to receive unreduced benefits under our CalPERS retirement plan, you may contribute up to double the normal contribution limit, or $45,000. TRANSPORTATION PASSES: You may use your employee badge for unlimited free access to all Metrolink lines and trains. Your badge cannot be used on connecting public transportation. However, if you commute to/from work on Metrolink on a regular basis and need to connect to other public transportation (e.g., Metro Red or Purple Line) you can be issued a Metrolink pass with the appropriate station pair, which will also give you access to connecting transportation. You are also eligible to receive a free transit pass to ride any greater Los Angeles area transit system other than Metrolink (such as, Metro, Foothill Transit, LADOT, and LOSSAN) for commuting purposes. The commuter transit pass has a value up to the monthly maximum tax-free transit pass amount established by the Internal Revenue Service ($300 in 2023). You are responsible for any transit fares above the IRS monthly cap. To receive this benefit, the SCRRA requires each employee to use public transportation to commute to and from work three (3) or more days per week. OTHER BENEFITS: Educational Assistance - SCRRA will reimburse an employee up to $1,000 per fiscal year for tuition, books and mandatory student fees for courses that are relevant to employment. No reimbursement is allowed for parking. Professional Memberships - SCRRA pays up to $300 per year for professional memberships. Credit Union Membership - SCRRA offers credit union services for employees and their family members, provided by Northrup Grumman Federal Credit Union. Jury Duty - SCRRA will continue an employee's salary during any non-voluntary jury service up to a maximum of ten (10) working days. Pregnancy Disability and Family and Medical Leaves - A leave of absence may be paid or unpaid and shall be granted in accordance with applicable federal and state laws, and SCRRA policy. Refer to the Human Resource Policies and Procedures Manual for more detailed information. Bereavement Leave - In the event of death in an employee’s immediate family, the agency grants up to three (3) working days, with pay, to handle family affairs and to attend the funeral. When an employee needs to travel outside the radius of the five (5) member agencies due to the death of an immediate family member, the Authority grants up to five (5) working days, with pay. Military Leave - Employees will be paid for the annually required active period. At the discretion of the Chief Executive Officer, and with Board notification, paid military leave may be granted beyond what is provided by the applicable state law.
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 Financial and Operations Specialist, APIFD . 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 $6,584 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 Financial and Operations Specialist, APIFD to provide strategic recommendations and insights to maximize department resources and supports administrative operations of the department. This position leads, coordinates, administers, and analyzes the fiscal and budgetary policies and procedures for all managed budgets within Academic Preparation, Innovation & Faculty Programs (APIFD with varying complex fund sources and constraints. This position is responsible for ensuring that all transactions follow CSUCO, state, federal, and private grantor fiscal policies, practices, and procedures. The incumbent also acts as a financial thought-partner with department colleagues leading programmatic work. The incumbent independently monitors expenditures; identifies and rectifies processing errors; reconciles budget journal activities ensures accurate expenditure of funds; and leads the annual budget request and allocation processes. The incumbent also serves as the administrative specialist for human resources policies and procedures for the department. This position is approved for telecommuting (two days telecommuting, three days in office (in-person)) with onsite work at the main headquarters located in Long Beach, California. Responsibilities Under the general direction of the Associate Vice Chancellor, Academic and Faculty Programs , the Financial and Operations Specialist, APIFD will perform duties as outlined below: Budget Management and Fiscal Practices - 60% -Manage the overall APIFD budget and ensure departments compliance with all applicable CSU and CSUCO policies and procedures, and provisions of funding sources. -Lead, coordinate, administer, analyze, and monitor all financial and business-related transactions for APIFD and reporting departments across funding sources. -Monitor financial and business-related transactions for APIFD support departments as needed including Academic Technology Service and the California Doctoral Incentive Program. -Advise AVC and other department administration on financial strategy and planning. -Work with department and division administration on grant proposal preparation. -Plan, organize, and manage multiple activities associated with pre- and post-award fiscal administration to ensure compliance with grant requirements and CSU policies. -Administer and track allocations, proposal requests, contracts, purchase orders, invoices, procurement credit card, travel and other documentation required for proper fund expenditure and accounting. -Coordinate, administer and analyze funding distributed to CSU campuses for professional and program development. -Review and analyze financial reports and reconcile financial transactions for APIFD accounts using Peoplesoft Financial system. -Reconcile accounts on a monthly basis and make appropriate corrections to ensure that the budgets are accurate and that expenditures are in compliance with fund sources’ policies, GAAP, laws, regulations, and restrictions of funds. Address issues of concern as needed. -Communicate regularly with the Director of Operations, Academic and Student Affairs, and Business and Finance to ensure departments are in compliance with financial transaction policies and procedures. -Determine appropriate and effective methods/approaches to executing financial matters based on an analysis of existing policies, procedures, and regulations. -Prepare data and/or reports on fiscal matters for various agencies (Division, Chancellor’s Office, Grantors, other CSU stakeholders as needed). -Develop policies, forms, trainings and onboarding for department staff and grant PIs regarding fiscal management and accounting. -Develop knowledge of all provisions, laws, and policies of departmental funding sources (including attending CO trainings and disseminating as needed). -Coordinate, plan, and develop the budget process for departments, including annual budget requests, projections, and various budget analysis. Work with the Director of Operations on the preparation of the annual budget request process and submittal of quarterly budget and fiscal-year end projection reports. -Manage the fiscal operations and act as secondary Delegation of Authority (DOA) for all department financial transactions. Departmental Operations - 20% -Serve as the lead resource point person and provide guidance to APIFD management and reporting departments on CO fiscal, HR, and operational processes and policy. -Provide day-to-day support to department managers by analyzing and research methodologies to streamline efforts and improve day-to-day operational procedures and needs. Maintain excellent customer service practices. -Enhance department communication through sharing and documentations of office procedures. -Develop, establish, and lead APIFD procedures and systems for office personnel, including but not limited to electronic filing of financial and HR documents. -Work collaboratively with ASA Director of Operations on space management for APIFD and work with CO partners to ensure adequate technology and tools are in place. -Foster and maintain collaborative relationships with cross-functional departments to streamline processes, enhance efficiency, and drive continuous improvement. -Maintain inventory of technical equipment and conduct regular audits. -As needed, train and lead student assistant(s) work to ensure processes and policies are applied. Apprise supervisor of any complex issues with recommendations for a resolve. Human Resources Processes - 15% -Assist APIFD departments with the preparation of personnel documents, review them for accuracy and compliance with CO processes and procedures. -Coordinate and process HR-related paperwork for recruitment, separation, special consultant renewal and reclassification documents and maintain personnel files. -Conduct and process labor cost distribution and staffing cost analysis. -Maintain all personnel transactions for APIFD, including preparation of personnel transaction forms as needed and requested according to Division and CSU personnel policies and procedures. -Coordinate and prepare documentation for engagement of CSU campus faculty and staff in additional services and/or buyout. Other duties as assigned - 5% -Provide general assistance to division staff as needed for the effective and efficient operation of APIFD Serve as backup to other areas as assigned and or administrative staff as directed. -Provide general assistance with other department projects and support programs staff as directed. Qualifications This position requires: -A Bachelor’s degree from an accredited four-year university or equivalent combination of education and related experience is required to include a minimum of 4 years progressively responsible budgetary and administrative work experience involving study, analysis, and or evaluation leading to the development or improvement of administrative policies, procedures, practices, and programs -Professional budget experience required, including budget development, budget preparation and reconciliation, financial analysis, or related experience. -Excellent administrative management skills required. -Expertise with state and CSU fiscal policies, practices and procedures. -Proficiency with computer applications including Microsoft Office is required. -Strong analysis and problem-solving skills. Ability to assess, formulate, and evaluate the impact of implemented policies from a strategic and operational perspective. -Ability to exercise sound and professional judgement to determine treatment of exceptional circumstances and be able to make recommendations as appropriate to meet programmatic goals. -Ability to present information clearly and effectively, respond to inquiries from staff on a variety of policies and procedures, and determine the most appropriate method or approach to address a fiscal or administrative manner. -Independent determination of approaches to projects and priorities. Work is reviewed against overall goals and objectives, with full accountability for results. -Demonstrated expertise in and advanced knowledge of the principles, problems, and methods of public and business administration and operational and fiscal management. -Ability to understand problems from a broad, interactive perspective and discern applicable underlying principles to conceive of and develop strategic solutions. -Excellent written and verbal communication skills and effective interpersonal skills required. -Experience with working effectively with a diverse group of individuals and a multi-cultural environment (faculty, students, funders, administrators, program officers, CSU stakeholders). -Demonstrated skill in assisting and speaking with persons of various ages, socio-economic, cultural and /or education backgrounds. -Excellent organizational skills in a multi-tasking environment; excellent attention to detail. -Ability to handle multiple tasks simultaneously and ability to prioritize tasks to ensure completion in a timely manner to meet deadlines. -Ability to take initiative and independently plan, coordinate, and perform work in various situations, demonstrate flexibility and reliability where numerous and diverse demands are involved. -Ability to work effectively and productively as part of a team through close collaboration with colleagues, build and maintain cooperative working relationships, and maintain a positive and respectful attitude. -Ability to provide excellent customer service to the University community, vendors, and stakeholders, and doing so in a polite and timely fashion. -Ability to use a broad range of technology, systems, and software applications. -Work independently, but willing to take directions and ask questions. -Ability to address sensitive issues and push them through to resolution. -Ability to exercise sound judgment and handle confidential matters with tact and diplomacy, and to maintain confidentiality of information as needed or to protect the rights of individuals or the University. -Independent evaluation and determination of workload priorities. Preferred Qualifications -Experience in managing federal, private, and state grants. -General knowledge of governmental, non-profit, and GAAP and regulations, laws, and rules. Application Period Priority consideration will be given to candidates who apply by August 15, 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: Aug 01 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Aug 02, 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 Financial and Operations Specialist, APIFD . 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 $6,584 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 Financial and Operations Specialist, APIFD to provide strategic recommendations and insights to maximize department resources and supports administrative operations of the department. This position leads, coordinates, administers, and analyzes the fiscal and budgetary policies and procedures for all managed budgets within Academic Preparation, Innovation & Faculty Programs (APIFD with varying complex fund sources and constraints. This position is responsible for ensuring that all transactions follow CSUCO, state, federal, and private grantor fiscal policies, practices, and procedures. The incumbent also acts as a financial thought-partner with department colleagues leading programmatic work. The incumbent independently monitors expenditures; identifies and rectifies processing errors; reconciles budget journal activities ensures accurate expenditure of funds; and leads the annual budget request and allocation processes. The incumbent also serves as the administrative specialist for human resources policies and procedures for the department. This position is approved for telecommuting (two days telecommuting, three days in office (in-person)) with onsite work at the main headquarters located in Long Beach, California. Responsibilities Under the general direction of the Associate Vice Chancellor, Academic and Faculty Programs , the Financial and Operations Specialist, APIFD will perform duties as outlined below: Budget Management and Fiscal Practices - 60% -Manage the overall APIFD budget and ensure departments compliance with all applicable CSU and CSUCO policies and procedures, and provisions of funding sources. -Lead, coordinate, administer, analyze, and monitor all financial and business-related transactions for APIFD and reporting departments across funding sources. -Monitor financial and business-related transactions for APIFD support departments as needed including Academic Technology Service and the California Doctoral Incentive Program. -Advise AVC and other department administration on financial strategy and planning. -Work with department and division administration on grant proposal preparation. -Plan, organize, and manage multiple activities associated with pre- and post-award fiscal administration to ensure compliance with grant requirements and CSU policies. -Administer and track allocations, proposal requests, contracts, purchase orders, invoices, procurement credit card, travel and other documentation required for proper fund expenditure and accounting. -Coordinate, administer and analyze funding distributed to CSU campuses for professional and program development. -Review and analyze financial reports and reconcile financial transactions for APIFD accounts using Peoplesoft Financial system. -Reconcile accounts on a monthly basis and make appropriate corrections to ensure that the budgets are accurate and that expenditures are in compliance with fund sources’ policies, GAAP, laws, regulations, and restrictions of funds. Address issues of concern as needed. -Communicate regularly with the Director of Operations, Academic and Student Affairs, and Business and Finance to ensure departments are in compliance with financial transaction policies and procedures. -Determine appropriate and effective methods/approaches to executing financial matters based on an analysis of existing policies, procedures, and regulations. -Prepare data and/or reports on fiscal matters for various agencies (Division, Chancellor’s Office, Grantors, other CSU stakeholders as needed). -Develop policies, forms, trainings and onboarding for department staff and grant PIs regarding fiscal management and accounting. -Develop knowledge of all provisions, laws, and policies of departmental funding sources (including attending CO trainings and disseminating as needed). -Coordinate, plan, and develop the budget process for departments, including annual budget requests, projections, and various budget analysis. Work with the Director of Operations on the preparation of the annual budget request process and submittal of quarterly budget and fiscal-year end projection reports. -Manage the fiscal operations and act as secondary Delegation of Authority (DOA) for all department financial transactions. Departmental Operations - 20% -Serve as the lead resource point person and provide guidance to APIFD management and reporting departments on CO fiscal, HR, and operational processes and policy. -Provide day-to-day support to department managers by analyzing and research methodologies to streamline efforts and improve day-to-day operational procedures and needs. Maintain excellent customer service practices. -Enhance department communication through sharing and documentations of office procedures. -Develop, establish, and lead APIFD procedures and systems for office personnel, including but not limited to electronic filing of financial and HR documents. -Work collaboratively with ASA Director of Operations on space management for APIFD and work with CO partners to ensure adequate technology and tools are in place. -Foster and maintain collaborative relationships with cross-functional departments to streamline processes, enhance efficiency, and drive continuous improvement. -Maintain inventory of technical equipment and conduct regular audits. -As needed, train and lead student assistant(s) work to ensure processes and policies are applied. Apprise supervisor of any complex issues with recommendations for a resolve. Human Resources Processes - 15% -Assist APIFD departments with the preparation of personnel documents, review them for accuracy and compliance with CO processes and procedures. -Coordinate and process HR-related paperwork for recruitment, separation, special consultant renewal and reclassification documents and maintain personnel files. -Conduct and process labor cost distribution and staffing cost analysis. -Maintain all personnel transactions for APIFD, including preparation of personnel transaction forms as needed and requested according to Division and CSU personnel policies and procedures. -Coordinate and prepare documentation for engagement of CSU campus faculty and staff in additional services and/or buyout. Other duties as assigned - 5% -Provide general assistance to division staff as needed for the effective and efficient operation of APIFD Serve as backup to other areas as assigned and or administrative staff as directed. -Provide general assistance with other department projects and support programs staff as directed. Qualifications This position requires: -A Bachelor’s degree from an accredited four-year university or equivalent combination of education and related experience is required to include a minimum of 4 years progressively responsible budgetary and administrative work experience involving study, analysis, and or evaluation leading to the development or improvement of administrative policies, procedures, practices, and programs -Professional budget experience required, including budget development, budget preparation and reconciliation, financial analysis, or related experience. -Excellent administrative management skills required. -Expertise with state and CSU fiscal policies, practices and procedures. -Proficiency with computer applications including Microsoft Office is required. -Strong analysis and problem-solving skills. Ability to assess, formulate, and evaluate the impact of implemented policies from a strategic and operational perspective. -Ability to exercise sound and professional judgement to determine treatment of exceptional circumstances and be able to make recommendations as appropriate to meet programmatic goals. -Ability to present information clearly and effectively, respond to inquiries from staff on a variety of policies and procedures, and determine the most appropriate method or approach to address a fiscal or administrative manner. -Independent determination of approaches to projects and priorities. Work is reviewed against overall goals and objectives, with full accountability for results. -Demonstrated expertise in and advanced knowledge of the principles, problems, and methods of public and business administration and operational and fiscal management. -Ability to understand problems from a broad, interactive perspective and discern applicable underlying principles to conceive of and develop strategic solutions. -Excellent written and verbal communication skills and effective interpersonal skills required. -Experience with working effectively with a diverse group of individuals and a multi-cultural environment (faculty, students, funders, administrators, program officers, CSU stakeholders). -Demonstrated skill in assisting and speaking with persons of various ages, socio-economic, cultural and /or education backgrounds. -Excellent organizational skills in a multi-tasking environment; excellent attention to detail. -Ability to handle multiple tasks simultaneously and ability to prioritize tasks to ensure completion in a timely manner to meet deadlines. -Ability to take initiative and independently plan, coordinate, and perform work in various situations, demonstrate flexibility and reliability where numerous and diverse demands are involved. -Ability to work effectively and productively as part of a team through close collaboration with colleagues, build and maintain cooperative working relationships, and maintain a positive and respectful attitude. -Ability to provide excellent customer service to the University community, vendors, and stakeholders, and doing so in a polite and timely fashion. -Ability to use a broad range of technology, systems, and software applications. -Work independently, but willing to take directions and ask questions. -Ability to address sensitive issues and push them through to resolution. -Ability to exercise sound judgment and handle confidential matters with tact and diplomacy, and to maintain confidentiality of information as needed or to protect the rights of individuals or the University. -Independent evaluation and determination of workload priorities. Preferred Qualifications -Experience in managing federal, private, and state grants. -General knowledge of governmental, non-profit, and GAAP and regulations, laws, and rules. Application Period Priority consideration will be given to candidates who apply by August 15, 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: Aug 01 2024 Pacific Daylight Time Applications close: Closing Date/Time:
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 Associate Vice Chancellor, Academic Programs and Faculty Development . 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 $22,917 per month, commensurate with qualifications and experience. The salary range for this classification is $9,625 to $30,896 per month. Classification Administrator IV Position Information The California State University, Office of the Chancellor, is seeking an Associate Vice Chancellor, Academic Programs and Faculty Development to provides leadership, analysis, strategies, and advice to support academic quality, effective teaching and learning, and equitable student outcomes across the 23-campus California State University system. The incumbent also provides strategic and operational guidance and recommendations to the deputy vice chancellors, executive vice chancellor, chancellor, CSU Board of Trustees, and campus leaders, regarding academic, legislative, accreditation and management matters in the 23-campus CSU system. The Associate Vice Chancellor also provides ongoing strategic consultation with campus provosts and serves as one primary point of contact for academic leaders across the CSU and with academic leaders at the University of California and California Community Colleges. The incumbent fosters an environment of academic, teaching and learning innovation while ensuring compliance with systemwide academic policy, state and federal laws related to higher education and accreditor standards. The leader advances the university system’s mission and is a highly effective internal and external ambassador for the CSU's commitments to access, affordability, equity, student success and academic excellence. As needed, the Associate VC addresses urgent matters arising, poses strategic responses, and draft policy and institutional documents to be issued by university leaders. The incumbent will also develop content and materials for the Board of Trustees agendas. The Associate Vice Chancellor ensures the continuity and consistency of CSU curricula and academic programs, institutional policies, academic practices, and professional development of current and future CSU faculty; represents the CSU to WSCUC, the California Legislature, Department of Finance, Legislative Analyst's Office, and Board of Registered Nursing and other workforce and community organizations; operationalizes aspects of new CSU degree authorities; is responsible for system-level coordination of industry-specific academic programs such as Nursing; ensures system level coordination of assessment of student learning; and oversees the management of the CSU Institute for Teaching and Learning and systemwide faculty pipeline programs. The incumbent provides senior management oversight of academic technology services and provides strategic thought leadership related to online education and the role of artificial intelligence in teaching and learning. The incumbent provides advice to the Chancellor, Executive Vice Chancellor, Academic and Student Affairs, campus presidents, provosts, and other leadership, and to the offices in Academic and Student Affairs and other Chancellor's Office divisions and offices. Responsibilities Under the general direction of the Deputy Vice Chancellor, Academic and Student Affairs , the Associate Vice Chancellor, Academic Programs and Faculty Development will: -Provide transformative leadership for Academic Programs, Innovation and Faculty Development. -Serve as a senior liaison to the Academic Affairs Council (provosts), Student Affairs Council (vice presidents of Student Affairs), and Academic Senate CSU committees. -Build momentum for an innovative mindset within the CSU and develop processes to implement innovative pedagogy. -Act as the system spokesperson and expert for innovative pedagogy. -Research and evaluate cutting-edge pedagogical tools and frameworks including learning analytics, immersive learning, collaborative learning and simulations to assess their value to the CSU mission and its student success agenda. -Understand the value of personalized learning pathways and how to develop instruction and assessment that is responsive to students' prior knowledge and experiences. -Support faculty in integrating innovative pedagogical tools and frameworks into faculty course design, instruction, research and co-curricular learning experiences of students. -Support faculty in assessing the impact of innovative pedagogical tools and frameworks on student learning, instruction and research productivity. -Strengthen faculty understanding of the critical relationship between pedagogy and academic support and how to integrate both within the learning environment. -Provide executive vice chancellor and chancellor analytical support on a broad range of complex problematic issues, and resolve or make recommendations for resolution of issues. -Write agenda items and prepare presentations for the CSU Board of Trustees meetings; present the information and answer questions from the governor, lieutenant governor, trustees, academic senators and the public. -Supervise the development of all academic programs in the CSU to ensure their integrity and compliance with policies established by the campuses, the Board of Trustees, and the California Legislature. Provide leadership on all matters of program planning and quality. -Annually advise CSU Board of Trustees, chancellor, and executive vice chancellor on campus 10-year academic plans, including recommending the degree programs that merit trustee authorization for development into degree-implementation proposals. -Analyze and recommend to the executive vice chancellor and chancellor the degree programs that should be approved on behalf of the CSU Board of Trustees. -Oversee the process, review, and approval of all academic degree programs (self-support and state-support offerings) in the CSU, academic master plans, and program implementation proposals. -Identify academic impediments to student success and degree completion, provide recommendations for policy changes regarding, among others, general education, baccalaureate degrees and CSU Graduation Writing Assessment Requirement (GWAR). Consult with appropriate systemwide constituents such as the Academic Senate CSU. -Respond to emerging issues related to general education, Associate Degrees for Transfer and the community college quantitative reasoning changes. -Oversee all doctoral program development, policy, standards, procedures and strategic plans in the CSU. Revises policies, executive orders, Title 5 regulations, Education Code, and coded memoranda, as needed. -Oversee management of faculty pipeline programs including the California Pre-Doctoral Program, Chancellor’s Doctoral Incentive Program or successor programs. -Oversee innovative, equity-centered faculty development, including management of the CSU Institute for Teaching and Learning. -Senior management oversight of academic technology services, initiatives, and budget, including library services, online education, academic software support, learning management systems, affordable learning solutions and web presence. -Provide strategic leadership for academic technology services to advance the institutional mission and set department goals at the macro-level. -Lead systemwide efforts in infusing information technology into teaching and learning processes and services. -Oversight of implementation of legislative processes that result in curricular and academic program changes (e.g., AB 1460, AB 927, AB 928). -Maintain protocols when communicating with the governor, legislators, personnel from the Department of Finance and Legislative Analyst's Office, State Auditor, school district supervisors, presidents, provosts, deans, faculty and faculty senates, university foundation members, donors and personnel from the University of California Office of the President and California Community Colleges Chancellor's Office. -Engage in interviews with journalists, maintaining integrity while delivering strategic messaging and providing the information necessary to advance the appropriate narrative. -Serve as a liaison to the Office of Advocacy and State Relations on education-related legislation that impacts the CSU. -Ensure the implementation of Trustee policy on the review of existing academic programs and prepare board of trustees' annual reports and agenda items; and deliver presentations to the board of trustees. -Provide guidance to campuses on academic policy matters and questions regarding curriculum development, implementation, and maintenance. -Provide system-level coordination of policy, legislation, admission and transfer issues related to health degree programs (including nursing and physical therapy). -Provide training for campus academic affairs personnel, regarding degree program development, policy, and procedures. -Implement trustee policy on general education, and implement, on behalf of the board, legislative provisions relative to general education. -Work with the Academic Senate as the liaison on the Academic Affairs Committee. -Consult with UC Office of the President on matters related to general education transfer policy, degree programs, and development of joint doctoral programs and serve on the CSU-UC Joint Graduate Board. -Serve as CSU liaison officer to Western Association of Schools and Colleges (WASC) Senior College and University Commission. -Oversee analyses of state and federal legislation relating to academic programs, including analysis of the impact on the CSU. -Oversee the staffing and duties of Trustees' Subcommittee on Honorary Degrees and honorary degrees process. -Oversee the review and approval of campus-drafted academic calendars. -Represent CSU, as appropriate on statewide advisory boards and committees. -Supervise and manage staff as assigned. -Prepare reports and deliver presentations as needed. -Perform other duties as assigned. Qualifications This position requires: -Earned doctorate from an accredited university. -Ten years of administrative leadership in academic affairs (provost/vice president for Academic Affairs, associate or assistant vice president, dean or other high-level administrative leadership role in a complex educational organization). -Demonstrated experience in interacting effectively with members of the academic community from diverse backgrounds. -Demonstrated record of ability to communicate effectively both orally in and writing. -Demonstrated experience in successful negotiation resulting in consensus among disparate internal and external groups with differing views. -Demonstrated familiarity with the dynamics of academic-decision making. -Ability to synthesize information effectively and quickly. -Ability to formulate, analyze, and advocate for effective policy. -Ability to represent the system regarding complex and important issues. -Ability to multitask and work easily with ambiguity and shifting priorities. -Ability to assimilate information quickly, arrive at conclusions and accurately represent a position. -Advanced knowledge of the organizational environment of higher education and large research universities to understand organizational priorities, issues, motivations and constraints. -Demonstrated expertise with instructional design methodologies, pedagogical issues and best practices for classroom, online and hybrid learning. -Extensive knowledge of university-level curriculum (undergraduate and graduate), course articulation, and the higher education environment. -Advanced knowledge of the legal constraints and opportunities for higher education in the State of California and through Federal programs and regulations. -Sophisticated leadership abilities to establish department goals, and motivate and influence others to achieve. -Advanced knowledge of organizational processes, protocols and procedures. -Excellent ability to establish mission and goals at the macro-level; to lead subordinate management to develop goals in alignment with mission. -Excellent consulting, relationship building, and strategic thinking skills. -Ability to maintain strict confidentiality and to advise campus leadership on highly sensitive issues. -Ability to determine the most salient issues in a discussion of academic programs and policies and to imagine and evaluate alternative courses of action. -Excellent written and oral communication skills, including the ability to address with sensitivity different audiences within and outside of the CSU. -Understanding of the dynamics of a public multi-campus university system. -Skill in working in and with academic governance in a complex multi-campus system. -Ability to develop and convey CSU positions on academic planning issues. -Ability to negotiate CSU positions with internal and external constituencies. -Ability to deal with highly sensitive and controversial issues. -Ability to work harmoniously and effectively with a wide variety of individuals and constituent groups. -Ability to attend to details, manage multiple responsibilities, organize and prioritize, work collaboratively, tolerate ambiguity, and exhibit integrity in the furtherance of the university mission. Application Period Priority consideration will be given to candidates who apply by July 31, 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. To assure full consideration, applications should be received by July 31, 2024, and must include the following documents: A letter of interest/cover letter addressing the position’s strategic objectives and the desired attributes identified in this profile and a curriculum vitae/resume. WittKieffer is assisting the California State System Office in this search. Review of materials has begun and will continue until an appointment has been made. For fullest consideration, candidate materials should be submitted as soon as possible and not later than July 31, 2024. Nominations and inquiries can be directed to WittKieffer Executive Search: Charlene Aguilar, Ed.M. and Shelley Arakawa, J.D. CalStateAVC-APFD@wittkieffer.com 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. Mandated Reporter Per CANRA 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 as a condition of employment. Conflict of Interest The duties of this position will include participation in decisions that may have a material financial benefit to the incumbent. Therefore, the selected candidate will be required to file Conflict of Interest Form 700: Statement of Economic Interest when they first occupy the position, and on an annual basis, complete ethics training within 6 months of appointment, and attend this training every other year thereafter. 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: May 30 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Jul 14, 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 Associate Vice Chancellor, Academic Programs and Faculty Development . 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 $22,917 per month, commensurate with qualifications and experience. The salary range for this classification is $9,625 to $30,896 per month. Classification Administrator IV Position Information The California State University, Office of the Chancellor, is seeking an Associate Vice Chancellor, Academic Programs and Faculty Development to provides leadership, analysis, strategies, and advice to support academic quality, effective teaching and learning, and equitable student outcomes across the 23-campus California State University system. The incumbent also provides strategic and operational guidance and recommendations to the deputy vice chancellors, executive vice chancellor, chancellor, CSU Board of Trustees, and campus leaders, regarding academic, legislative, accreditation and management matters in the 23-campus CSU system. The Associate Vice Chancellor also provides ongoing strategic consultation with campus provosts and serves as one primary point of contact for academic leaders across the CSU and with academic leaders at the University of California and California Community Colleges. The incumbent fosters an environment of academic, teaching and learning innovation while ensuring compliance with systemwide academic policy, state and federal laws related to higher education and accreditor standards. The leader advances the university system’s mission and is a highly effective internal and external ambassador for the CSU's commitments to access, affordability, equity, student success and academic excellence. As needed, the Associate VC addresses urgent matters arising, poses strategic responses, and draft policy and institutional documents to be issued by university leaders. The incumbent will also develop content and materials for the Board of Trustees agendas. The Associate Vice Chancellor ensures the continuity and consistency of CSU curricula and academic programs, institutional policies, academic practices, and professional development of current and future CSU faculty; represents the CSU to WSCUC, the California Legislature, Department of Finance, Legislative Analyst's Office, and Board of Registered Nursing and other workforce and community organizations; operationalizes aspects of new CSU degree authorities; is responsible for system-level coordination of industry-specific academic programs such as Nursing; ensures system level coordination of assessment of student learning; and oversees the management of the CSU Institute for Teaching and Learning and systemwide faculty pipeline programs. The incumbent provides senior management oversight of academic technology services and provides strategic thought leadership related to online education and the role of artificial intelligence in teaching and learning. The incumbent provides advice to the Chancellor, Executive Vice Chancellor, Academic and Student Affairs, campus presidents, provosts, and other leadership, and to the offices in Academic and Student Affairs and other Chancellor's Office divisions and offices. Responsibilities Under the general direction of the Deputy Vice Chancellor, Academic and Student Affairs , the Associate Vice Chancellor, Academic Programs and Faculty Development will: -Provide transformative leadership for Academic Programs, Innovation and Faculty Development. -Serve as a senior liaison to the Academic Affairs Council (provosts), Student Affairs Council (vice presidents of Student Affairs), and Academic Senate CSU committees. -Build momentum for an innovative mindset within the CSU and develop processes to implement innovative pedagogy. -Act as the system spokesperson and expert for innovative pedagogy. -Research and evaluate cutting-edge pedagogical tools and frameworks including learning analytics, immersive learning, collaborative learning and simulations to assess their value to the CSU mission and its student success agenda. -Understand the value of personalized learning pathways and how to develop instruction and assessment that is responsive to students' prior knowledge and experiences. -Support faculty in integrating innovative pedagogical tools and frameworks into faculty course design, instruction, research and co-curricular learning experiences of students. -Support faculty in assessing the impact of innovative pedagogical tools and frameworks on student learning, instruction and research productivity. -Strengthen faculty understanding of the critical relationship between pedagogy and academic support and how to integrate both within the learning environment. -Provide executive vice chancellor and chancellor analytical support on a broad range of complex problematic issues, and resolve or make recommendations for resolution of issues. -Write agenda items and prepare presentations for the CSU Board of Trustees meetings; present the information and answer questions from the governor, lieutenant governor, trustees, academic senators and the public. -Supervise the development of all academic programs in the CSU to ensure their integrity and compliance with policies established by the campuses, the Board of Trustees, and the California Legislature. Provide leadership on all matters of program planning and quality. -Annually advise CSU Board of Trustees, chancellor, and executive vice chancellor on campus 10-year academic plans, including recommending the degree programs that merit trustee authorization for development into degree-implementation proposals. -Analyze and recommend to the executive vice chancellor and chancellor the degree programs that should be approved on behalf of the CSU Board of Trustees. -Oversee the process, review, and approval of all academic degree programs (self-support and state-support offerings) in the CSU, academic master plans, and program implementation proposals. -Identify academic impediments to student success and degree completion, provide recommendations for policy changes regarding, among others, general education, baccalaureate degrees and CSU Graduation Writing Assessment Requirement (GWAR). Consult with appropriate systemwide constituents such as the Academic Senate CSU. -Respond to emerging issues related to general education, Associate Degrees for Transfer and the community college quantitative reasoning changes. -Oversee all doctoral program development, policy, standards, procedures and strategic plans in the CSU. Revises policies, executive orders, Title 5 regulations, Education Code, and coded memoranda, as needed. -Oversee management of faculty pipeline programs including the California Pre-Doctoral Program, Chancellor’s Doctoral Incentive Program or successor programs. -Oversee innovative, equity-centered faculty development, including management of the CSU Institute for Teaching and Learning. -Senior management oversight of academic technology services, initiatives, and budget, including library services, online education, academic software support, learning management systems, affordable learning solutions and web presence. -Provide strategic leadership for academic technology services to advance the institutional mission and set department goals at the macro-level. -Lead systemwide efforts in infusing information technology into teaching and learning processes and services. -Oversight of implementation of legislative processes that result in curricular and academic program changes (e.g., AB 1460, AB 927, AB 928). -Maintain protocols when communicating with the governor, legislators, personnel from the Department of Finance and Legislative Analyst's Office, State Auditor, school district supervisors, presidents, provosts, deans, faculty and faculty senates, university foundation members, donors and personnel from the University of California Office of the President and California Community Colleges Chancellor's Office. -Engage in interviews with journalists, maintaining integrity while delivering strategic messaging and providing the information necessary to advance the appropriate narrative. -Serve as a liaison to the Office of Advocacy and State Relations on education-related legislation that impacts the CSU. -Ensure the implementation of Trustee policy on the review of existing academic programs and prepare board of trustees' annual reports and agenda items; and deliver presentations to the board of trustees. -Provide guidance to campuses on academic policy matters and questions regarding curriculum development, implementation, and maintenance. -Provide system-level coordination of policy, legislation, admission and transfer issues related to health degree programs (including nursing and physical therapy). -Provide training for campus academic affairs personnel, regarding degree program development, policy, and procedures. -Implement trustee policy on general education, and implement, on behalf of the board, legislative provisions relative to general education. -Work with the Academic Senate as the liaison on the Academic Affairs Committee. -Consult with UC Office of the President on matters related to general education transfer policy, degree programs, and development of joint doctoral programs and serve on the CSU-UC Joint Graduate Board. -Serve as CSU liaison officer to Western Association of Schools and Colleges (WASC) Senior College and University Commission. -Oversee analyses of state and federal legislation relating to academic programs, including analysis of the impact on the CSU. -Oversee the staffing and duties of Trustees' Subcommittee on Honorary Degrees and honorary degrees process. -Oversee the review and approval of campus-drafted academic calendars. -Represent CSU, as appropriate on statewide advisory boards and committees. -Supervise and manage staff as assigned. -Prepare reports and deliver presentations as needed. -Perform other duties as assigned. Qualifications This position requires: -Earned doctorate from an accredited university. -Ten years of administrative leadership in academic affairs (provost/vice president for Academic Affairs, associate or assistant vice president, dean or other high-level administrative leadership role in a complex educational organization). -Demonstrated experience in interacting effectively with members of the academic community from diverse backgrounds. -Demonstrated record of ability to communicate effectively both orally in and writing. -Demonstrated experience in successful negotiation resulting in consensus among disparate internal and external groups with differing views. -Demonstrated familiarity with the dynamics of academic-decision making. -Ability to synthesize information effectively and quickly. -Ability to formulate, analyze, and advocate for effective policy. -Ability to represent the system regarding complex and important issues. -Ability to multitask and work easily with ambiguity and shifting priorities. -Ability to assimilate information quickly, arrive at conclusions and accurately represent a position. -Advanced knowledge of the organizational environment of higher education and large research universities to understand organizational priorities, issues, motivations and constraints. -Demonstrated expertise with instructional design methodologies, pedagogical issues and best practices for classroom, online and hybrid learning. -Extensive knowledge of university-level curriculum (undergraduate and graduate), course articulation, and the higher education environment. -Advanced knowledge of the legal constraints and opportunities for higher education in the State of California and through Federal programs and regulations. -Sophisticated leadership abilities to establish department goals, and motivate and influence others to achieve. -Advanced knowledge of organizational processes, protocols and procedures. -Excellent ability to establish mission and goals at the macro-level; to lead subordinate management to develop goals in alignment with mission. -Excellent consulting, relationship building, and strategic thinking skills. -Ability to maintain strict confidentiality and to advise campus leadership on highly sensitive issues. -Ability to determine the most salient issues in a discussion of academic programs and policies and to imagine and evaluate alternative courses of action. -Excellent written and oral communication skills, including the ability to address with sensitivity different audiences within and outside of the CSU. -Understanding of the dynamics of a public multi-campus university system. -Skill in working in and with academic governance in a complex multi-campus system. -Ability to develop and convey CSU positions on academic planning issues. -Ability to negotiate CSU positions with internal and external constituencies. -Ability to deal with highly sensitive and controversial issues. -Ability to work harmoniously and effectively with a wide variety of individuals and constituent groups. -Ability to attend to details, manage multiple responsibilities, organize and prioritize, work collaboratively, tolerate ambiguity, and exhibit integrity in the furtherance of the university mission. Application Period Priority consideration will be given to candidates who apply by July 31, 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. To assure full consideration, applications should be received by July 31, 2024, and must include the following documents: A letter of interest/cover letter addressing the position’s strategic objectives and the desired attributes identified in this profile and a curriculum vitae/resume. WittKieffer is assisting the California State System Office in this search. Review of materials has begun and will continue until an appointment has been made. For fullest consideration, candidate materials should be submitted as soon as possible and not later than July 31, 2024. Nominations and inquiries can be directed to WittKieffer Executive Search: Charlene Aguilar, Ed.M. and Shelley Arakawa, J.D. CalStateAVC-APFD@wittkieffer.com 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. Mandated Reporter Per CANRA 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 as a condition of employment. Conflict of Interest The duties of this position will include participation in decisions that may have a material financial benefit to the incumbent. Therefore, the selected candidate will be required to file Conflict of Interest Form 700: Statement of Economic Interest when they first occupy the position, and on an annual basis, complete ethics training within 6 months of appointment, and attend this training every other year thereafter. 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: May 30 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Nassau County, FL
NASSAU COUNTY, Florida, United States
Description Under limited supervision, performs a variety of highly complex and specialized administrative and technical work to ensure the effectiveness and efficiency of the department. Work involves responsibility for a variety of assigned projects and functional areas related to operational and administrative support services within the department. May supervise, train, and review the work of subordinate clerical personnel as assigned. Requires independent judgement and the exercise of considerable discretion. Examples of Duties Performs difficult and responsible assignments in connection with preparation and management of large complex operating and capital budgets; develops multi-year revenue and expenditure projections and cash flow analyses for multiple revenue sources; prepares revenue and expenditureanalyses, staffing analyses and budget status and monitoring reports; drafts budget request reportsand documents; prepares budget adjustment requests. Interacts and communicates with various groups and individuals such as the immediate supervisor, subordinates, co-workers, other County personnel, news media, consultants, various other Government Agencies, vendors, customers and the general public. Monitors revenues and expenditures in assigned area(s) to ensure sound fiscal control; assists in the preparation of annual budget requests. Conducts research, analyzes data and drafts policy and procedure documents to address identifiedneedsand issues;drafts communications materials required for implementation. Prepares a variety of departmental studies, reports and related information for decision making purposes; conducts research and analysis and prepares recommendations for services, budget, equipment, etc. Reviews departmental budget recommendations and annual budget proposals in cooperation with assigned supervisor. Plans, develops, organizes, implements, directs preparation and presents administrative reports and special projects as assigned, including presentations and speeches. Maintains departmental committee and project calendars. Coordinates and monitors public notices, press releases, and other notices as necessary. Maintains the departmental budget, processes and prepares department invoices. Prepares agenda items for appointments, advertises vacancies, notifies those selected of appointments and schedules orientation with County Attorney’s Office. Provides moderate to highly complex administrative support to the department which includes but is not limited to preparing/processing correspondence, preparing/processing memos, scheduling appointments, taking/transcribing notes during meetings, preparing travel, hotel reservations, processing check requests and providing traveling directions, etc. Greets and assists office visitors. Attends department meetings as assigned. May coordinate the preparation of routine/non-routine correspondence of a complex and/or sensitive nature, as needed. Coordinates special events or projects as directed, which may include, but is not limited to adoption events, ribbon cuttings, ground breakings, dedication events, etc. Provides administrative assistance to the department as needed; scheduling/coordinating meetings, processing leave requests, processing travel requests, etc. Prepares and processes departmental employee status transmittals. Distributes payroll checks, collects and receipts fees, maintains petty cash fund. Manages inventory and maintains office equipment and supplies. Receives and responds to inquires, requests for assistance and/or complaints from County employees, outside agencies and the public. Prepares & submits maintenance request forms using provided software. Manages department personnel functions, including but not limited to processing payroll, tracking time worked/leave taken, employee transmittals, maintaining employee records, etc. Answers the telephone and reviews/responds to emails; provides information as requested and/or forwards calls to appropriate staff person; takes messages or researches calls as needed. Distributes information pertaining to County procedures and policies; makes appointments; and refers questions to appropriate individuals. Serves as liaison and prepares agendas for special boards and committees designated by BOCC. Composes, types, prepares, files, copies and/or transmits a variety of documents, including but not limited to correspondence, daily reports, budget documents, deposit tickets, various summaries, financial reports, technical reports, payroll documents, graphs, charts, applications, spreadsheets, personnel forms, reports required by regulatory agencies and the County, equipment maintenance reports, memos, logs, lists, etc. Operates a vehicle and a variety of equipment, which include a computer, fax machine, copier, recording equipment, telephone, calculator, etc. Collects fees for public records requests as costs are incurred and redacts exempted information in accordance with Florida Statues prior to providing public records. Manages, coordinates and provides direct supervision over the activities of assigned employees including determining work procedures and schedules; issuing instructions and assigning duties; reviewing work; recommending and approving personnel actions; conducting performance reviews; and may conduct departmental training and orientation. Assists in maintaining various pages on the County’s website. Responds to emails from the general public. Prepares meeting notices, posts to website and forwards to press. Receives, reviews, prepares and/or submits various records and reports, including accident/incident reports, schedules, invoices, vehicle maintenance, purchase requisitions and performance appraisals. Prepares and maintains the department/project budgets and coordinates year-end closing procedures. Manages the preparation and tracking of files for all projects, grants and/or related projects. Attends and remains at work regularly and adheres to policies and procedures regarding absenteeism and tardiness. Provides adequate notice to higher management with respect to vacation time and leave requests. Performs related duties as required. Department Specific Duties Makes recommendations to the Director regarding departmental policies, procedures, goals and objectives. Responds to telephone requests and emails regarding planning questions, requests, and personnel needs. Maintains department inventory and fleet to include the deletion of inventory when required. Collaborates with staff on budgetary and procurement related items such as preparing the departmental budget, processing work authorizations for contracts, modifying and creating contracts. Input agenda items to meeting agenda software, with assistance from senior staff. Track the progress of applications under review by staff. Collaborate with staff on meeting notice requirements for applications such as mailing notices, preparing signs to be posted, and submitting advertisements to newspapers. (These essential functions are not a complete statement of all duties required of the job. Employees will be required to perform such other related job duties as may be assigned or required.) Typical Qualifications Requires a Bachelor’s Degree in finance, public or business administration, or related field supplemented by five (5) years of responsible administrative work experience or an equivalent combination of education, training and experience that provides the required knowledge, skills and abilities. Preference will be given to applicants with Local Government experience. May require a valid State Driver’s License. Supplemental Information Knowledge of the methods, policies and procedures of the Department and County pertaining to specific duties of the Management Analyst. Knowledge in the laws, ordinances, standards and regulations pertaining to the specific duties and responsibilities of the position. Ability to comprehend, interpret and apply regulations, procedures and related information. Knowledge in interpersonal and administrative skills. Knowledge of modern office practices and technology. Knowledge of proper English usage, vocabulary, punctuation, grammar and spelling. Ability to use a computer for word and data processing; is able to type accurately at a rate sufficient for the successful performance of assigned duties. Knowledge to operate and maintain a variety of office equipment as necessary in the performance of daily activities. Ability to assemble and analyze information and prepare reports and records in a concise, clear and effective manner. Ability to read and interpret various materials pertaining to the responsibilities of the job. Ability to maintain confidentiality as required. Ability to take the initiative to complete the duties of the position without the need of direct supervision. Ability to use independent judgment in performing routine and non-routine tasks. Ability to plan, organize and prioritize daily assignments and work activities. Ability to perform duties in a courteous manner and with the utmost integrity in the best interest of the public. Ability to offer assistance to co-workers and employees of other departments as required. Ability to learn and utilize new skills and information to improve job performance and efficiency. Ability to communicate with a variety of audiences, including visitors, staff and volunteers. Ability to work under stressful conditions as required. Ability to react calmly and quickly in emergency situations. Essential Physical Skills: Extended periods of time at a keyboard or workstation. Stooping Sitting Kneeling Bending Crouching Reaching Standing Walking Lifting and carrying up to 20 lbs. Pushing and pulling (Reasonable accommodations will be made for otherwise qualified individuals with a disability) Work Environment: Works inside in an office environment Work is occasionally performed in various locations, both indoors and outdoors. May require exposure to heat, cold, wetness, humidity, dust, odors, and noise extremes. ADDITIONAL INFORMATION: Incomplete applications will not be considered. Applications will continue to be received until the listed closing date or the position is filled, whichever is earliest. Submission of an application does not guarantee the applicant an interview. Applicants will be subject to a criminal background check. Nassau County is an Equal Opportunity Employer and a Drug Free Workplace. Nassau County values the service veterans and their family members have given to our country and that the County supports the hiring of returning service members, military spouses, and their family members as such this position is eligible for Veterans’ Preference in accordance with applicable laws. The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, environmental conditions, or qualifications required of employees assigned to this position. This position may be required to work in a safety sensitive capacity at any time based on emergency declaration or other operational need. Nassau County reserves the right to edit or re-write this job description at any time. An organization is only as good as the people it employs. To attract and retain the best team possible, the Nassau County Board of County Commissioners offers a competitive benefit program. We believe that if we expect our employees to support the County, we must first support the health and financial well-being of our employees and their families, now and as they plan for their future. BOCC-Contributed Benefits Medical & Prescription Drugs Benefits Health Savings Account (HSA) Contributions with a Qualified Plan Florida Retirement System Employee Assistance Program Tuition Assistance Program Optional Benefits Dental Vision Life & AD&D Supplemental & Dependent Life & AD&D Insurance Long Term Disability Voluntary Benefits Offered By Aflac and/or Colonial 457(b) Deferred Compensation Program Roth IRA NOTE: For detailed information regarding available benefits click here. FLORIDA RETIREMENT SYSTEM (FRS) The Florida Retirement System is a retirement plan designed to provide an income to a vested employee and his/her family when the employee retires, becomes partially or totally disabled, or dies prior to retirement. A defined benefit or defined contribution option may be chosen by the employee. Employees are required to contribute 3% of their salary per Florida Statute. TUITION ASSISTANCE PROGRAM The County may provide tuition assistance to cover the cost of tuition and books to County employees requesting tuition reimbursement for courses at an accredited college or university which are applicable to the employee's field of work and/or are of such nature to directly prepare employees for positions of greater responsibility within the County. Contact the Human Resources Office for additional details. HOLIDAYS The following, as well as any other days the BOCC may declare, are designated as official holidays for County Employees: New Year's Day Martin Luther King, Jr. Day Presidents Day Good Friday Memorial Day Juneteenth Independence Day Labor Day Veterans Day Thanksgiving Day The Day After Thanksgiving Christmas Eve Christmas Day PTO LEAVE All full-time employees shall accrue Paid Time Off (PTO) Leave in accordance with the following formula: Years of Employment Hours Per Year 0 through the end of the 4th year 180 5 years through the end of the 10th year 200 11 years through the end of the 15th year 220 16 years and over 240 For additional information please view Nassau County's Policies & Procedures .
Aug 27, 2024
Full Time
Description Under limited supervision, performs a variety of highly complex and specialized administrative and technical work to ensure the effectiveness and efficiency of the department. Work involves responsibility for a variety of assigned projects and functional areas related to operational and administrative support services within the department. May supervise, train, and review the work of subordinate clerical personnel as assigned. Requires independent judgement and the exercise of considerable discretion. Examples of Duties Performs difficult and responsible assignments in connection with preparation and management of large complex operating and capital budgets; develops multi-year revenue and expenditure projections and cash flow analyses for multiple revenue sources; prepares revenue and expenditureanalyses, staffing analyses and budget status and monitoring reports; drafts budget request reportsand documents; prepares budget adjustment requests. Interacts and communicates with various groups and individuals such as the immediate supervisor, subordinates, co-workers, other County personnel, news media, consultants, various other Government Agencies, vendors, customers and the general public. Monitors revenues and expenditures in assigned area(s) to ensure sound fiscal control; assists in the preparation of annual budget requests. Conducts research, analyzes data and drafts policy and procedure documents to address identifiedneedsand issues;drafts communications materials required for implementation. Prepares a variety of departmental studies, reports and related information for decision making purposes; conducts research and analysis and prepares recommendations for services, budget, equipment, etc. Reviews departmental budget recommendations and annual budget proposals in cooperation with assigned supervisor. Plans, develops, organizes, implements, directs preparation and presents administrative reports and special projects as assigned, including presentations and speeches. Maintains departmental committee and project calendars. Coordinates and monitors public notices, press releases, and other notices as necessary. Maintains the departmental budget, processes and prepares department invoices. Prepares agenda items for appointments, advertises vacancies, notifies those selected of appointments and schedules orientation with County Attorney’s Office. Provides moderate to highly complex administrative support to the department which includes but is not limited to preparing/processing correspondence, preparing/processing memos, scheduling appointments, taking/transcribing notes during meetings, preparing travel, hotel reservations, processing check requests and providing traveling directions, etc. Greets and assists office visitors. Attends department meetings as assigned. May coordinate the preparation of routine/non-routine correspondence of a complex and/or sensitive nature, as needed. Coordinates special events or projects as directed, which may include, but is not limited to adoption events, ribbon cuttings, ground breakings, dedication events, etc. Provides administrative assistance to the department as needed; scheduling/coordinating meetings, processing leave requests, processing travel requests, etc. Prepares and processes departmental employee status transmittals. Distributes payroll checks, collects and receipts fees, maintains petty cash fund. Manages inventory and maintains office equipment and supplies. Receives and responds to inquires, requests for assistance and/or complaints from County employees, outside agencies and the public. Prepares & submits maintenance request forms using provided software. Manages department personnel functions, including but not limited to processing payroll, tracking time worked/leave taken, employee transmittals, maintaining employee records, etc. Answers the telephone and reviews/responds to emails; provides information as requested and/or forwards calls to appropriate staff person; takes messages or researches calls as needed. Distributes information pertaining to County procedures and policies; makes appointments; and refers questions to appropriate individuals. Serves as liaison and prepares agendas for special boards and committees designated by BOCC. Composes, types, prepares, files, copies and/or transmits a variety of documents, including but not limited to correspondence, daily reports, budget documents, deposit tickets, various summaries, financial reports, technical reports, payroll documents, graphs, charts, applications, spreadsheets, personnel forms, reports required by regulatory agencies and the County, equipment maintenance reports, memos, logs, lists, etc. Operates a vehicle and a variety of equipment, which include a computer, fax machine, copier, recording equipment, telephone, calculator, etc. Collects fees for public records requests as costs are incurred and redacts exempted information in accordance with Florida Statues prior to providing public records. Manages, coordinates and provides direct supervision over the activities of assigned employees including determining work procedures and schedules; issuing instructions and assigning duties; reviewing work; recommending and approving personnel actions; conducting performance reviews; and may conduct departmental training and orientation. Assists in maintaining various pages on the County’s website. Responds to emails from the general public. Prepares meeting notices, posts to website and forwards to press. Receives, reviews, prepares and/or submits various records and reports, including accident/incident reports, schedules, invoices, vehicle maintenance, purchase requisitions and performance appraisals. Prepares and maintains the department/project budgets and coordinates year-end closing procedures. Manages the preparation and tracking of files for all projects, grants and/or related projects. Attends and remains at work regularly and adheres to policies and procedures regarding absenteeism and tardiness. Provides adequate notice to higher management with respect to vacation time and leave requests. Performs related duties as required. Department Specific Duties Makes recommendations to the Director regarding departmental policies, procedures, goals and objectives. Responds to telephone requests and emails regarding planning questions, requests, and personnel needs. Maintains department inventory and fleet to include the deletion of inventory when required. Collaborates with staff on budgetary and procurement related items such as preparing the departmental budget, processing work authorizations for contracts, modifying and creating contracts. Input agenda items to meeting agenda software, with assistance from senior staff. Track the progress of applications under review by staff. Collaborate with staff on meeting notice requirements for applications such as mailing notices, preparing signs to be posted, and submitting advertisements to newspapers. (These essential functions are not a complete statement of all duties required of the job. Employees will be required to perform such other related job duties as may be assigned or required.) Typical Qualifications Requires a Bachelor’s Degree in finance, public or business administration, or related field supplemented by five (5) years of responsible administrative work experience or an equivalent combination of education, training and experience that provides the required knowledge, skills and abilities. Preference will be given to applicants with Local Government experience. May require a valid State Driver’s License. Supplemental Information Knowledge of the methods, policies and procedures of the Department and County pertaining to specific duties of the Management Analyst. Knowledge in the laws, ordinances, standards and regulations pertaining to the specific duties and responsibilities of the position. Ability to comprehend, interpret and apply regulations, procedures and related information. Knowledge in interpersonal and administrative skills. Knowledge of modern office practices and technology. Knowledge of proper English usage, vocabulary, punctuation, grammar and spelling. Ability to use a computer for word and data processing; is able to type accurately at a rate sufficient for the successful performance of assigned duties. Knowledge to operate and maintain a variety of office equipment as necessary in the performance of daily activities. Ability to assemble and analyze information and prepare reports and records in a concise, clear and effective manner. Ability to read and interpret various materials pertaining to the responsibilities of the job. Ability to maintain confidentiality as required. Ability to take the initiative to complete the duties of the position without the need of direct supervision. Ability to use independent judgment in performing routine and non-routine tasks. Ability to plan, organize and prioritize daily assignments and work activities. Ability to perform duties in a courteous manner and with the utmost integrity in the best interest of the public. Ability to offer assistance to co-workers and employees of other departments as required. Ability to learn and utilize new skills and information to improve job performance and efficiency. Ability to communicate with a variety of audiences, including visitors, staff and volunteers. Ability to work under stressful conditions as required. Ability to react calmly and quickly in emergency situations. Essential Physical Skills: Extended periods of time at a keyboard or workstation. Stooping Sitting Kneeling Bending Crouching Reaching Standing Walking Lifting and carrying up to 20 lbs. Pushing and pulling (Reasonable accommodations will be made for otherwise qualified individuals with a disability) Work Environment: Works inside in an office environment Work is occasionally performed in various locations, both indoors and outdoors. May require exposure to heat, cold, wetness, humidity, dust, odors, and noise extremes. ADDITIONAL INFORMATION: Incomplete applications will not be considered. Applications will continue to be received until the listed closing date or the position is filled, whichever is earliest. Submission of an application does not guarantee the applicant an interview. Applicants will be subject to a criminal background check. Nassau County is an Equal Opportunity Employer and a Drug Free Workplace. Nassau County values the service veterans and their family members have given to our country and that the County supports the hiring of returning service members, military spouses, and their family members as such this position is eligible for Veterans’ Preference in accordance with applicable laws. The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, environmental conditions, or qualifications required of employees assigned to this position. This position may be required to work in a safety sensitive capacity at any time based on emergency declaration or other operational need. Nassau County reserves the right to edit or re-write this job description at any time. An organization is only as good as the people it employs. To attract and retain the best team possible, the Nassau County Board of County Commissioners offers a competitive benefit program. We believe that if we expect our employees to support the County, we must first support the health and financial well-being of our employees and their families, now and as they plan for their future. BOCC-Contributed Benefits Medical & Prescription Drugs Benefits Health Savings Account (HSA) Contributions with a Qualified Plan Florida Retirement System Employee Assistance Program Tuition Assistance Program Optional Benefits Dental Vision Life & AD&D Supplemental & Dependent Life & AD&D Insurance Long Term Disability Voluntary Benefits Offered By Aflac and/or Colonial 457(b) Deferred Compensation Program Roth IRA NOTE: For detailed information regarding available benefits click here. FLORIDA RETIREMENT SYSTEM (FRS) The Florida Retirement System is a retirement plan designed to provide an income to a vested employee and his/her family when the employee retires, becomes partially or totally disabled, or dies prior to retirement. A defined benefit or defined contribution option may be chosen by the employee. Employees are required to contribute 3% of their salary per Florida Statute. TUITION ASSISTANCE PROGRAM The County may provide tuition assistance to cover the cost of tuition and books to County employees requesting tuition reimbursement for courses at an accredited college or university which are applicable to the employee's field of work and/or are of such nature to directly prepare employees for positions of greater responsibility within the County. Contact the Human Resources Office for additional details. HOLIDAYS The following, as well as any other days the BOCC may declare, are designated as official holidays for County Employees: New Year's Day Martin Luther King, Jr. Day Presidents Day Good Friday Memorial Day Juneteenth Independence Day Labor Day Veterans Day Thanksgiving Day The Day After Thanksgiving Christmas Eve Christmas Day PTO LEAVE All full-time employees shall accrue Paid Time Off (PTO) Leave in accordance with the following formula: Years of Employment Hours Per Year 0 through the end of the 4th year 180 5 years through the end of the 10th year 200 11 years through the end of the 15th year 220 16 years and over 240 For additional information please view Nassau County's Policies & Procedures .