Under administrative direction, the Financial Analyst performs highly responsible, specialized financial analysis and manages complex financial processes in a variety of program areas. In addition, the incumbent provides highly complex staff assistance to the Director of Administrative Services; manages the preparation of analytical studies of financial, administrative, and/or operational issues; demonstrates a full understanding of all applicable policies, procedures, laws and work methods associated with assigned duties; trains and supervises administrative and support positions as applicable; and act as the City’s representative to internal and external community advisory bodies involved within assigned program areas.
The following duties are normal for this classification. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to this class.
- Effectively manages and delivers the assigned financial operations/analyses with accurate, sound, and timely accounting, and produces reliable financial and statistical information.
- Effectively and efficiently manages complex databases for providing useful information for management decision making.
- Research and prepare technical and administrative reports, prepare written correspondence and manage assigned special projects.
- Develop and conduct studies, needs assessment, research and financial analyses; research and analyze contracts and programs of assigned area.
- Conducts studies on organizational, administrative and operational issues; reviews and analyze processes, procedures and work methods; analyzes legislation; develops funding proposals; policy alternatives and strategies; prepares and presents reports and recommendations; demonstrates an understanding of applicable policies, procedures and work methods of areas of assigned responsibility.
- Evaluates Departmental activities and work programs, workload indications, budget trends and related elements and recommends appropriate actions with respect to the areas of assigned responsibility.
- Monitors revenues and expenditures requests during the fiscal year, provides continual maintenance of the long-term forecast.
- Assists Director of Administrative Services in preparing reports to the City Council, other outside agencies, and internal staff.
- Directs, oversees and coordinates multiple projects and meet critical deadlines.
- Establishes positive working relationships with representatives of State/local agencies and associations, City management, City staff and the public.
- Performs other related duties as required.
- Education: Equivalent to a Bachelor's degree from an accredited college or university with major course work in public or business administration, finance, accounting, or a closely related field. A Master’s degree or CPA is preferred.
- Experience: Four years of responsible professional level analytical and/or operations experience in financial, fiscal or quantitative work in municipal government or related field. Supervisory and/or lead experience is desirable.
- Licenses, Certificates and Special Requirements: Possession of a valid California Class C Drivers’ License and Certificate of Automobile Insurance for Personal Liability.
- Principles, practices and methods of administrative, financial, and organizational analysis; public administration policies and procedures.
- Financial management including the structure of government finance, and principles in fund budgeting and/or accounting.
- Principles and practices of program analysis.
- Financial forecasting, database development and/or use, report preparation, research methods, general economic principles, and statistical concepts and methods.
- Statistical methodology, research techniques and procedures.
- Effective techniques and methods of leadership and supervision.
- Methods of technical and analytical report preparation and presentation.
- Modern office practices, procedures, methods and equipment.
- Customer service skills.
- Analyze and interpret complex financial, operational, and organizational problems and develop appropriate alternative solutions; prepare complex financial/statistical reports and analyses.
- Analyze problems, identify alternative solutions, project consequences of proposed actions and implement solutions to budgetary needs and problems.
- Consult effectively with management and staff, and representatives of various public and private agencies.
- Learn, interpret and analyze laws, rules and regulations pertaining to local governmental operations and program areas of responsibility.
- Utilize computerized spreadsheets, databases, research tools, and a variety of office software applications.
- Communicate clearly and effectively, both orally and in writing.
- Learn interpret, and analyze and apply Federal, State and local City laws, rules, regulations, ordinances, codes, procedures, and practices.
- Maintain confidential information; establish and maintain accurate records.
- Learn and operate modern office equipment including specialized computer software programs for use on the job.
- Work a flexible schedule including evening and weekend hours.
The City of Dublin offers an attractive salary compensation and benefits plan in a professional, growth-oriented environment. The salary range for the Financial Analyst position is $9,215 - $11,519 per month. The following benefits will complete the compensation package:
- Classic CalPERS Members – 2.7%@55; EPMC 0%; 7% Cost Sharing; Single Highest Year
- New CalPERS Members Tier effective 1/1/13 – 2.0%@62; 3.05 Cost Sharing; 3-Year Final Avg. Compensation
- Pay-for-Performance system available
- Choice of medical plans through PERS with the City contributing up to $1,780.31 per month
- Post-retirement medical provided under Government Code Section 22892(b) as established by the Public Employees’ Medical and Hospital Care Act (PEMHCA) through CalPERS; PEMHCA Minimum.
- City-paid full family dental insurance
- City-paid single vision plan; optional family coverage
- IRS Section 125 plan/$900 annual account seed money (HRA)
- City-paid $50,000 term life insurance
- City-paid long-term disability insurance
- Employee Assistance Plan
- Education reimbursement program
- Thirteen paid holidays (including one floating holiday) per year
- Administrative Time Off – 40 hours of administrative leave annually, with the option of being paid for up to 20 hours
- Approximately 22 days per year of General Leave in lieu of traditional sick & vacation leave; increases with longevity
In addition to the above benefits, the City offers voluntary participation in a deferred compensation program, short-term disability program, supplemental life insurance, Dependent Care Assistance program, Commute Alternate Program, and a credit union.
The City of Dublin does not participate in the Social Security system except for a mandatory Medicare.
THE SELECTION PROCESS
The best qualified candidates, as determined by an initial screening of applications, will be invited to participate in an interview process which may consist of written and/or oral components. Finalists may be requested to submit personal information necessary to conduct a complete background investigation prior to a final selection by the City.
Candidates who successfully complete the interview process may be placed on an employment eligibility list. This list may be canceled at any time, without notice to candidates. All offers of employment are conditional upon the ability to provide verification of authorization to work in the United States. In addition, positions located in the Parks and/or Police Services Department are subject to a background check, including fingerprinting prior to employment.
In accordance with the Americans with Disabilities Act, the City of Dublin will make reasonable accommodations for the participation in employment, programs, and facilities. Please notify the Personnel Division at (925) 833-6605 regarding the type of reasonable accommodations needed within three days following recruitment closing date.
EQUAL OPPORTUNITY EMPLOYER
In accordance with Federal and State laws, the City of Dublin does not discriminate on the basis of race, religion, color, national origin, ancestry, handicap, disability, medical condition, marital status, sex, or age.