Senior Financial Analyst - South Gate, United States - City of South Gate, CA

Description

Salary : $97, $118,730.01 Annually

Location : South Gate, CA

Job Type: Full Time Classified

Job Number:

Department: Administrative Services

Division: Finance

Opening Date: 04/30/2024

Closing Date: 5/10/2024 5:00 PM Pacific

Max Number of Applicants: 25

About the Position

THIS RECRUITMENT WILL CLOSE

AT 5:00 P.M. ON FRIDAY, MAY 10, 2024, OR

ONCE WE RECEIVE THE FIRST 25 APPLICATIONS,

WHICHEVER OCCURS FIRST

Description
Under direction of the Director of Administrative Services, provides complex professional and technical support to the financial, budgeting and administrative functions of assigned programs or operations; performs related duties as required.

Class CharacteristicsThe Senior Financial Analyst performs complex budget and financial analysis required to administer the City's financial programs. Incumbent is responsible for the full scope of assigned projects, including managing special projects as assigned.

Supervision Received
Works under the general supervision of the Deputy Director of Finance.

Supervision ExercisedNone
Examples of Essential Functions

The following functions are typical for this classification. The incumbent may not perform all of the listed functions and/or may be required to perform additional or different functions from those set forth below to address business needs and changing business practices.

• Coordinates the preparation and administration of the operating budget, the capital improvement budget, the mid-year budget review, and any amendments as required.
• Determines the accuracy and completeness of department budget calculations.
• Assists in developing budget proposals that support City goals; recommend courses of action as needed.
• Assists the Director with preparing the City's revenue projections and expenditure estimates based on current economic and historical trends. Performs fund analysis.
• Anticipates, identifies and quantifies critical financial issues confronting departments; monitors resolution of short-term issues; participates in development of solutions to long-term issues.
• Assists in the creation of finance-related PowerPoint presentations.
• Prepares the Adopted Budget book, which includes creating budget charts and graphs.
• Monitors and reviews budget to actual revenue and expenditure data for accuracy. Identifies variances and coordinates corrective action with departments or finance staff. Prepares adjusting journal entries as needed to correct.
• Participates in the development and maintenance of internal controls for budget transactions.
• Prepares monthly, quarterly, annual, and ad hoc financial reports for the Deputy Director and Director using financial software.
• Assists in the preparation of quarterly financial status reports for the City Council.
• Conducts surveys and research regarding financial, accounting and budgeting issues.
• Analyzes, evaluates and summarizes complex and technical financial and management records for accuracy and conformance to procedures, rules and regulations.
• Maintains financial (i.e. fixed assets) and statistical databases and prepares statistical reports.
• Keeps up to date and informed regarding California statutory items, GASB and GFOA pronouncements, which may impact the City's financial reporting.
• Assists with Accounting duties, as needed, such as year-end closing, various GL reconciliations, bank reconciliations, other financial reports and the completion of the annual audit and the City's Annual Comprehensive Financial Report (ACFR)
• Assists with Accounting software transition and future updates.
• May perform duties of the Deputy Director of Finance in his/her absence.
• Other duties as assigned.

Minimum & Desirable Qualifications

Any combination of education and/or experience that has provided the knowledge, skills, and abilities necessary. A typical way of obtaining the knowledge and abilities would be:

Education and Experience
Graduation from an accredited college or university with a bachelor's degree in finance, business, accounting or related field and three (3) years of progressively responsible analytical, budget administration, accounting and finance experience is required. Possession of a CPA, CPFO or a master's degree is preferred.

License/Certification/Special Requirements
Possession of a valid California Class C Driver's License and a satisfactory driving record is required at time of appointment and throughout employment in this position.

Knowledge, Skills, and Abilities

Knowledge of principles and practices of governmental budgeting, accounting and public finance; capital and operating budget procedures; federal, state and local laws, rules and regulations governing public sector budget preparation;
Skill and Ability to: interpret and follow City and departmental policies, rules and regulations; assess the potential impact of social and economic trends on City programs; prioritize emerging issues and handle multiple tasks concurrently; apply a variety of policies and procedures where specific guidelines may not exist; maintain accurate filing and indexing systems; assess and effectively present the relative advantages and disadvantages of alternative courses of action; analyze and effectively present revenue and expenditure data and take effective action to resolve problems; assume responsibility and demonstrate initiative and follow-through; communicate effectively both orally and in writing; establish and maintain cooperative working relationships.
Other Important Information

Additional Information:

California Department of Motor Vehicle (DMV) Pull Notice SystemAn incumbent appointed to this position is subject to enrollment in the California DMV Pull Notice Program. The Pull Notice Program provides information on the incumbent's driving record and Driver's License status on a periodic basis to the City of South Gate. An employee assigned a City vehicle must acknowledge receipt and understanding of the City's Administrative Regulations covering the use of City vehicles.

Physical Demands and Work EnvironmentThe physical demands and work environment described here are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to walk; use hands to operate, finger, handle, or feel objects, tools, or controls; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. The noise level in the work environment is usually quiet in the office and moderately loud when outdoors. Incumbents are not substantially exposed to adverse environmental conditions.

Application Packets Must Include: A fully completed online employment application which:

• Covers at least the past 10 years of employment history (or longer if you have other relevant experience).
• Responses to the supplemental questionnaire.
• Must be specific in describing your qualifications for this position. Failure to state all pertinent information may lead to elimination from consideration. Stating "See Resume" is not an acceptable substitute for a completed application.
• Individuals who require a reasonable accommodation to participate in any phase of the application or selection process must advise Human Resources and make such a request during the application process. Every effort will be made to provide a reasonable accommodation where requested.

Selection Process: All application materials received by the application deadline will be reviewed and evaluated. All information supplied by applicants is subject to verification.

1. Application Review: The first phase will be a detailed review and appraisal of each candidate's application. This phase is for qualifying purposes only. There is no weight assigned to this phase. Those candidates who meet the minimum qualifications may be invited to the next phase.
2. Written Examination: If a written exam is given, a minimum of 70% must be obtained on the written exam in order to be eligible to continue to the next phase of the selection process which will consist of an oral appraisal interview.
3. Oral Appraisal Interview: A minimum of 70% must be obtained to pass the oral appraisal interview.
4. Employment Eligibility List: The Employment Eligibility List will be established after completion of the examination process. Current and future vacancies will be filled from this list. Lists typically last for 12 months, but may be extended or abolished in accordance with the City's Civil Service rules and regulations.

Pre-employment Process

• The City supports a Drug-Free Workplace.
• All potential employees are required to successfully complete a thorough background investigation, fingerprinting, and pass a post-offer pre-employment medical examination (which will include a drug/alcohol screening).
• New employees must complete a verification form designated by the United States Department of Homeland Security, Citizenship and Immigration Services, that certifies eligibility for employment in the United States of America.

Hiring of Relatives: Relatives of existing employees by blood or marriage will not be eligible for employment with the City if potential supervision, safety, security, or morale problems exist; or if potential conflicts of interest exist. Relatives include an employee's parents, children, spouse, brothers, sisters, in-laws, and step relationships.

The provisions of this announcement do not constitute an expressed or implied contract and any provisions contained in this announcement may be modified or revoked without notice.

Equal Opportunity EmployerThe City of South Gate is an Equal Opportunity Employer. In compliance with all applicable Federal and State laws, it does not discriminate on the basis of race, color, national origin, ancestry, marital status, age, religion, disability (mental or physical), medical condition, genetic characteristic or information, sex (including gender, gender identity, gender expression, or pregnancy), sexual orientation (including homosexuality, bisexuality, or heterosexuality), or military or veteran status in its employment actions, policies, procedures, or practices.

The City of South GateThe City of South Gate is a busy urban community consisting of residential, commercial, and industrial development, spread over 7.41 square miles. It is currently ranked the 79th largest city in California with a population of approximately 97,000. Strategically located along the 710 freeway, the City is just 12 miles southeast of downtown Los Angeles.

Non-Sworn Employee Benefits

Effective 07/01/ /30/2024
Approved 07/31/2022

1. Medical Insurance

• CalPERS Health Plans. City pays Kaiser HMO rates for all plans.

2. Dental Insurance

• Principal Dental PPO and California Dental Network HMO options. City pays HMO dental rates.

3. Medical & Dental Opt Out

• City contributes a percentage of premium on a bi-weekly basis towards City's deferred compensation plan.

4. Superior Vision Insurance

• City pays 100% of premium

5. Life Insurance

• $50,000 Life and AD&D

6. Vacation Leave - (Pro-rated @ hire)

• 80 hours/year (1 to 4 yrs); 120 hours/year (5 to 9 yrs); 160 hours/year (10+ yrs).
• Maximum accrual of 350 hours
• Vacation Buyout up to 40 hours/yr by written request

7. Sick Leave - (Pro-rated @ hire)

• 120 hours/yr.
• Sick Payout
  • If hired after 7/1/93, refer to MOU
  • If hired after 7/31/22, no sick leave payout.

8. Personal Business

• Up to 50 hours per calendar year, deducted from sick leave bank.

9. Administrative Leave for Exempt Employees - Pro-rated @ hire

• 60 hours/yr. - Exempt Employees Only
• Maximum accrual of 80 hours.
• Administrative Leave Buyout up to 40 hours/year by written request.

10. Holidays

• 130 hours/yr., includes days between Christmas Eve and New Year's Day

11. Longevity Pay

• 1.5% for 5th through 10th Yrs; 2.0% for 10th+ through 15th Yrs; 2.5% for 15th+ through 19th Yrs; 3.0% for 20th+ Yrs.

12. Bilingual Pay for qualified employees in eligible positions

• Employees in positions eligible for bilingual pay must pass an exam.
• Verbal bilingual skills: $75/month
• Verbal, reading and writing Skills: $100/month
• Excellent verbal, reading, and writing skills with the ability to act as a Translator: $175/month

13. Communication Allowance for eligible Exempt Employees

• $100/month for use of personal cellular phone for City business in lieu of City issued phone.

14. Education Incentive Premium for PMMA Employees

• If not required by job classification
  • $50/month for BA/BS degree
  • $100/month for post-graduate degree

15. Equipment Mechanics Tool Allowance

• $600 per fiscal year for Equipment Mechanics

16. Deferred Compensation

• Voluntary Enrollment - Nationwide Retirement Solutions.
• Employer match of employee deferral up to $100/month.

17. Retirement CalPERS

• Classic Members - 2.7% at age 55 (5 year vesting period)
  • Employee contributes 8.0% of Employee's Share of Normal Cost
• PEPRA Members - 2.0% at age 62 (5 year vesting period)

18. Retiree Medical Insurance

• $300/month stipend plus CalPERS fee, at retirement with 20 years of qualifying City service & continued CalPERS medical enrollment.

19. Educational Reimbursement

• $2,500 annual per individual. $3,000 for private university.

01

Each applicant must complete this supplemental questionnaire as part of the application screening and selection process. The information you provide will be reviewed and used to determine your eligibility to move forward in the selection process. Incomplete responses, false statements, omissions, or partial information may result in disqualification from the selection process. Do you agree to answer each supplemental question truthfully and that your responses can be verified from information included within your application?

• Yes
• No

02

Do you have a bachelor's degree from an accredited college or university in finance, business, accounting, or related field?

• Yes
• No

03

If you selected "Yes" to Question #2, please list the school you attended and indicate the area of study. If you answered "No," to Question #2, please indicate N/A.

04

Do you have a minimum of three (3) years of progressively responsible analytical, budget administration, accounting and finance experience?

• Yes
• No

05

If you answered "Yes" to Question #4, please list your previous and current experience. Please include name of employer(s), position(s) held, duration of employment, and duties assigned.If you answered "No" to Question #4, please indicate N/A.

06

Do you currently possess a valid California Class C Driver's License?

• Yes
• No

07

Are you a Certified Public Accountant (CPA), Certified Public Finance Officer, or do you currently possess a master's degree? If you have any of the above, you must attach a copy of your certificate(s) and/or master's degree along with your application.

• Yes
• No

08

How many years of increasingly responsible experience do you have preparing and analyzing budget data, preferably for a local public agency?

• Less than 1 year
• 1 to 2 years
• 2 to 3 years
• 3 to 4 years
• 4 or more years

09

How many years of increasingly responsible experience do you have working with financial data in preparation for the Annual Comprehensive Financial Report (ACFR) or other annual financial reports, preferably for a local public agency?

• Less than 1 year
• 1 to 2 years
• 2 to 3 years
• 3 to 4 years
• 4 or more years

10

Do you have a minimum of three (3) years of finance experience in one or more of the following areas, preferably for a local public agency? (Please check all that apply)

• Budget Preparation
• Annual Comprehensive Financial Report (ACFR) preparation
• Audit preparation
• Financial review and/or analysis for Enterprise Funds (Water, Sewer, or Street Sweeping)
• Revenue Tracking for Special Funds and Grants
• Experience with Financial Software (Excel, Presentation Programs, ERP)

11

To what extent have you received proposed budgets for accuracy and completeness?

• I have no background in this activity
• I know what this is, but I have no direct experience
• I have assisted others in this
• I have done this independently but not extensively
• I have done this as a regular part of my job duties

12

To what extent have you monitored revenue and expenditures?

• I have no background in this activity
• I know what this is, but I have no direct experience
• I have assisted others in this
• I have done this independently but not extensively
• I have done this as a regular part of my job duties

13

Are you currently a Temporary Office Worker (TOW) with a temp agency (e.g., AppleOne, Robert Half)?

• Yes
• No

Required Question