CalOpps.org Logo
Learn more about CalOpps and working for a Government Agency Check out the public sector's best employment opportunities Get a complete listing of all CalOpps Member Agencies Start your one-on-one relationship with CalOpps today Frequently asked questions
View your Job Cart
placehoder
Section Title placeholder

Search Again
San Mateo County Office of Education Logo

Financial Analyst
San Mateo County Office of Education, San Francisco/Peninsula

Finance

For more info contact:
classifiedjobs@smcoe.k12.ca.us
(650) 802-5366
Close Date: Jun 5, 2013
Salary: $5,510.00 - $6,697.00 Monthly

 Date Posted:         May 14, 2013


 

Classification:        FINANCIAL ANALYST

                                 Open and Promotional recruitment

 

Work Schedule:     8 hours per day; 5 days per week (Monday – Friday); 12 months per year




Salary Range:         Step A              Step B               Step C              Step D              Step E

(monthly)                 starting                 6 mos                 18 mos               30 mos                42 mos

                                 $5,510             $5,785               $6,075              $6,378              $6,697

                                     

Benefits:                Total Compensation Package: Placement on salary schedule. If a medical plan is selected, the employee will receive a contribution of $600.00/month toward the selected medical plan (through CalPERS), Delta Dental, and Life Insurance. If a medical plan is not selected, the employee will receive a contribution of $225.00/month toward single coverage for Delta Dental, and Life Insurance. A vision plan (VSP) is also available. The employee pays the balance of their health premiums from their gross earnings on a pre-tax basis. The employee pays the worker contribution to the Public Employees Retirement System (PERS)

 

Current Vacancy:     Fiscal and Operational Services Division (2 vacancies);

(1) Internal Business Services Department;

(1) District Business Services Department;

101 Twin Dolphin Drive; Redwood City, CA  94065

 

Application             Friday, June 5, 2013 (application and supplemental application

Deadline:                must be received online or in the Personnel Office by 5:00PM)

                   

 

Job Summary:        Under the direction of an assigned administrator, perform a variety of professional accounting duties involved in establishing, analyzing, auditing, reconciling, and maintaining manual and automated financial records; review, audit, analyze, reconcile, and adjust designated budgets, funds and accounts; process, audit and assure accuracy of related transactions; prepare and audit a variety of financial, statistical and budgetary reports and statements.

 

Essential Job

Functions:           INTERNAL BUSINESS SERVICES ANALYST:

·   Perform a variety of professional accounting activities in support of assigned County Office programs and accounting functions such as accounts payable, accounts receivable, grants, special projects, and payroll; research and resolve financial issues and problems

·   Review, process, and audit financial transactions and related documents and reports such as purchase orders, contracts, and invoices; verify proper coding, calculations, and transaction details; assure designated County Office transactions comply with established standards and requirements

·   Calculate budgetary data for various grants; monitor budgets and expenditures to assure compliance with established limitations; prepare and process cash reimbursements and grant apportionments

 

                              DISTRICT BUSINESS SERVICES ANALYST:

·   Serve as County Office contact and resource for assigned school districts concerning financial transactions and reports; assure school district financial transactions and reports comply with current laws and requirements; assist school districts with assuring fiscal solvency

·   Monitor school district budgets and ledgers to assure accuracy of transactions and compliance with related standards, requirements, and procedures; audit school district journal entries; reconcile, review, and provide approval for income, expenditures, transfers, and other transactions

·   Provide technical financial support to school districts concerning the County Office accounting system and various accounting software, databases, and related practices and procedures

·   Research and resolve financial issues and problems for school districts; review and provide technical assistance with adopted budgets, apportionment distribution, debt, investments, money transfers, year-end closing functions, bond proceeds, tax revenue, and interim reports




Qualifications:        Any combination of education and experience providing the job knowledge, skills, and ability for successful job performance will be considered for positions in this classification. Typical qualifications would be equivalent to:

                                                                                                                 

    EDUCATION:      Equivalent to a Bachelor’s Degree in Accounting or a related field

                                                                                                                       

    EXPERIENCE:   Three (3) years professional accounting experience performing varied financial analysis, auditing, record-keeping and report preparation duties

 

Specialized Skills

and Knowledge:     

·   Knowledge of methods, procedures and terminology used in professional accounting and auditing work

·   Ability to perform a variety of professional accounting duties in support of assigned budgets, funds, and accounts

·   Ability to identify, research, investigate, and resolve financial issues, errors & discrepancies

·   Knowledge of Generally Accepted Accounting Principles

·   Ability to process, audit and assure accuracy of a variety of transactions

·   Ability to review, audit, analyze, reconcile, and adjust budgets, funds, and accounts

·   Ability to reconcile various fiscal documents/transactions to assure accurate fund accounting

·   Knowledge of preparation and analysis of complex financial statements and comprehensive accounting reports

·   Ability to prepare and analyze comprehensive financial statements and accounting reports

·   Knowledge of financial and statistical record-keeping techniques

·   Ability to maintain accurate financial and statistical records

·   Knowledge of financial analysis and projection techniques

·   Ability to analyze financial data and prepare reports, forecasts and recommendations

·  Knowledge of budgeting practices regarding monitoring and control

·   Knowledge of research and statistical evaluation techniques

·   Knowledge of applicable laws, codes, regulations, policies and procedures

·   Ability to interpret, apply and explain rules, regulations, policies and procedures

·   Knowledge of preparation, review and control of assigned accounts

·   Knowledge of general accounting, budget and business functions of a County Office

·   Ability to calculate, post, audit and adjust journal entries including income and expenditures

·   Ability to compare numbers and detect errors efficiently

·   Knowledge of policies and objectives of assigned programs and activities

·   Knowledge of operation of a computer and assigned software

·   Knowledge of record retrieval and storage systems

·   Ability to utilize a computer to input data, maintain automated records and generate computerized reports

·   Ability to operate standard office equipment including a computer and assigned software

·   Knowledge of interpersonal skills using tact, patience and courtesy

·   Ability to establish and maintain cooperative and effective working relationships with others

·   Knowledge of oral and written communication skills

·   Ability to communicate effectively both orally and in writing

·   Ability to determine appropriate action within clearly defined guidelines

·   Ability to meet schedules and time lines

·   Ability to plan and organize work

 

Physical Requirements:  Applicants must possess the physical abilities outlined below with or without accommodation.  San Mateo County Office of Education will consider reasonable accommodation requests.

·   Hearing and speaking to exchange information in person and on the telephone

·   Seeing to read a variety of materials

·   Dexterity of hands and fingers to operate a computer keyboard

·   Sitting or standing for extended periods of time

·   Bending at the waist, kneeling, or crouching to file materials

 

 

Examination           The examination process for this classification will consist of:

Process:               

1.  A review of application materials, including supplemental questionnaire, education, training, and experience

2.   A written examination (anticipated date- June 18, 2013)

3.   An oral board examination (anticipated date- June 27, 2013)

 

Only the highest qualified candidates will be invited to attend the examinations.

 

NOTE: Internal candidates must score 80% or higher on each examination in order to be placed on the Promotional List.

 

Personnel Commission                                                 650-802-5366

101 Twin Dolphin Drive

Redwood City, CA 94065                  classifiedjobs@smcoe.k12.ca.us


 

Proof of citizenship or legal status will be required upon offer of employment.

 

San Mateo County Office of Education provides equal employment opportunity to all qualified persons. The recruitment, testing, and hiring of all personnel will be without regard to race, color, gender, national origin, sexual orientation, religion, age, or disability.

 


Ideal Candidate:
Qualifications:              Any combination of education and experience providing the job knowledge, skills, and ability for successful job performance will be considered for positions in this classification. Typical qualifications would be equivalent to:
 
EDUCATION:     Equivalent to a Bachelor’s Degree in Accounting or a related field
 
EXPERIENCE: Three (3) years professional accounting experience performing varied financial analysis, auditing, record-keeping and report preparation duties
 
Specialized Skills
and Knowledge:
· Knowledge of methods, procedures and terminology used in professional accounting and auditing work
· Ability to perform a variety of professional accounting duties in support of assigned budgets, funds, and accounts
· Ability to identify, research, investigate, and resolve financial issues, errors & discrepancies
· Knowledge of Generally Accepted Accounting Principles
· Ability to process, audit and assure accuracy of a variety of transactions
· Ability to review, audit, analyze, reconcile, and adjust budgets, funds, and accounts
· Ability to reconcile various fiscal documents/transactions to assure accurate fund accounting
· Knowledge of preparation and analysis of complex financial statements and comprehensive accounting reports
· Ability to prepare and analyze comprehensive financial statements and accounting reports
· Knowledge of financial and statistical record-keeping techniques
· Ability to maintain accurate financial and statistical records
· Knowledge of financial analysis and projection techniques
· Ability to analyze financial data and prepare reports, forecasts and recommendations
· Knowledge of budgeting practices regarding monitoring and control
· Knowledge of research and statistical evaluation techniques
· Knowledge of applicable laws, codes, regulations, policies and procedures
· Ability to interpret, apply and explain rules, regulations, policies and procedures
· Knowledge of preparation, review and control of assigned accounts
· Knowledge of general accounting, budget and business functions of a County Office
· Ability to calculate, post, audit and adjust journal entries including income and expenditures
· Ability to compare numbers and detect errors efficiently
· Knowledge of policies and objectives of assigned programs and activities
· Knowledge of operation of a computer and assigned software
· Knowledge of record retrieval and storage systems
· Ability to utilize a computer to input data, maintain automated records and generate computerized reports
· Ability to operate standard office equipment including a computer and assigned software
· Knowledge of interpersonal skills using tact, patience and courtesy
· Ability to establish and maintain cooperative and effective working relationships with others
· Knowledge of oral and written communication skills
· Ability to communicate effectively both orally and in writing
· Ability to determine appropriate action within clearly defined guidelines
· Ability to meet schedules and time lines
· Ability to plan and organize work
 
 
Physical Requirements:  Applicants must possess the physical abilities outlined below with or without accommodation.  San Mateo County Office of Education will consider reasonable accommodation requests.
 
· Hearing and speaking to exchange information in person and on the telephone
· Seeing to read a variety of materials
· Dexterity of hands and fingers to operate a computer keyboard
· Sitting or standing for extended periods of time
· Bending at the waist, kneeling, or crouching to file materials

Benefits:
Benefits:                  Total Compensation Package: Placement on salary schedule. If a medical plan is selected, the employee will receive a contribution of $600.00/month toward the selected medical plan (through CalPERS), Delta Dental, and Life Insurance. If a medical plan is not selected, the employee will receive a contribution of $225.00/month toward single coverage for Delta Dental, and Life Insurance. A vision plan (VSP) is also available. The employee pays the balance of their health premiums from their gross earnings on a pre-tax basis. The employee pays the worker contribution to the Public Employees Retirement System (PERS)
This job is closed

Supplemental Questionnaire Required
placeholder

placeholder
placeholder
agency info
placeholder
email a friend

print

placeholder
placeholder
Copyright ©2008 CalOpps. All rights reserved.Government Employment | Search Jobs | Member Agencies | Personal Profile | FAQ | Contact | Privacy | Login