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About the Division: 

The Debt & Treasury Management Division of the Finance Department manages the City’s $4.6 billion debt portfolio, the City’s $2 billion investment portfolio and banking services – including payment processing and cashiering.   Currently there are four members on the investment team, including an Investment Officer who leads the team; 13 members of the banking services team consisting of Payment Processing and Cashiering, who report to a manager who also reports to the Investment Manager; and the Debt Management Team which consists for one Senior Financial Analyst, three Financial Analysts who report to the Debt Administrator.  The Division is overseen by the Deputy Director of Finance, Debt & Treasury Management.  In addition to managing the City’s pooled investments, the investment team also performs credit analysis on the City’s investment portfolio, including about $360 million of investments in municipal securities and performs credit analysis and risk management assistance to the City’s Clean Energy Program.  Unlike other cities whose debt may be managed by various entities, the City’s Debt & Treasury Management team serves as a central resource for all City departments in managing debt across multiple programs and investments in a consolidated City investment pool.  As a result, in addition to managing general debt of the City (General Obligation Bonds and Lease Revenue Bonds), the City’s debt team is involved in managing debt for the City’s international airport, regional wastewater facility, clean energy program, community facilities districts, affordable housing, redevelopment and special projects that arise such as the work in progress to assess the feasibility of funding retirement system unfunded liabilities with Pension Obligation Bonds. The City has an aggressive pipeline of projects planned over the next decade, including a recently approved $650 million Measure T general obligation bond, a capital improvement program for the San José International Airport, the $1.4 billion Regional Wastewater Facility Capital Program, an expansion of the Affordable Housing Program, and the potential Convention Center expansion. The City also aggressively and actively manages the debt portfolio for restructuring and refunding opportunities.

About the Position:

The Department of Finance currently has one vacant Senior Financial Analyst position in the Debt & Treasury Management division. The Senior Financial Analyst is part of a five-member debt team, including one Debt Administrator who manages the team and three Financial Analysts who each have unique functional responsibilities but also work collaboratively as a team.

The essential duties of this Senior Financial Analyst position include:

• Participate as a senior member of the Debt Team that plans, issues and manages the debt of all City’s departments and enterprises.
• Assist in compiling and preparing reports and disclosures to the market on previously issued debt and credit rating changes.
• Provide daily assistance to the Debt Administrator with debt issuance, administration, and payment schedule, assist in preparing written reports and Council agenda items relating to debt management issues; debt related financial analysis as required, perform citywide financial analysis as required.
• Confer with a variety of underwriters, investors, and municipal advisors regarding the City’s debt portfolio. In addition, assist in the competitive selection of municipal advisors, underwriters, banks, and trustees.
• Provide professional and technical advice and recommendations on debt and/or investment standards, policies, and procedures.
• Provide assistance to City departments regarding City debt and/or investment policies and procedures and in resolving financial problems.
• Prepare complex financial, statistical, narrative reports, and correspondence and other documents for a variety of audiences including the Director, Assistant Director, Deputy Directors, City Manager, City Attorney, Mayor, City Council, and investor community.
• Assume the lead role in the preparation of required disclosure documents for bond offerings and coordinates the appropriate City departments.
• Assist with the City’s cash flow analysis.

Please note that applications are currently not accepted through CalOpps or any other third party job board application system. To apply, applicants must complete an application via the City of San Jose’s website at www.sanjoseca.gov/citycareers. 

The final candidate’s qualifications and experience shall determine the actual salary. The Senior Financial Analyst salary range is $99,944.00 -121,742.40 year. In addition to the starting salary, employees in this classifications shall also receive an approximate five percent (5%) ongoing non-pensionable compensation pay. 

Upon commencement of employment and subsequently each springs, the incumbent of this positon must file the Family Gift Reporting Form together with the Statement of Economic Interest-Form 700.  Please view the following link for details related to the State-Required reporting: Form 700 (ca.gov) and the following link for the City of San Jose Family Gift Reporting Form: showpublisheddocument (sanjoseca.gov). 

COVID-19 Remote Work

Please be aware that as a result of the COVID-19 pandemic, the Senior Financial Analyst will most likely be expected to work remotely at least some, if not all, of the time until further notice.  If this is required, the Senior Financial Analyst will be assigned a laptop by the City with all software and software access required to perform the assigned duties.  The Senior Financial Analyst will be required to have/provide their own internet connectivity and other requirements as specified in the City’s Remote Access Policy to be able to fully perform their responsibilities remotely in accordance with the City’s Policy Manual, Section 1.7.3 Remote Access, at https://www.sanjoseca.gov/your-government/city-manager/employee-relations/city-policy-manual.

The Finance Department is seeking a Senior Analyst within the Utility Billing section of the Revenue Management Division. The Senior Analyst reports to the Program Manager and is responsible for ensuring accurate and timely utility billing for nearly $400 million annually in services (garbage, sewer, and water).  

Responsibilities for the position may include, but are not limited to:

• Serve as subject matter expert of the utility billing system (Customer Information System), and all related processes (from bill calculation through bill print/mailing;
• Ensure billing procedures conform with City’s Municipal Code, state regulations, and industry best practices;
• Ensure methods and procedures of tasks performed by the utility billing staff are documented in a concise and easy to understand format;
• Supervise utility billing staff by providing management guidance with emphasis on efficiency, adherence to City policy and providing excellent customer service;
• Provide thoughtful recommendations for continuous process improvements; 
• Mentor, provide guidance, recommend training of individual staff members and promote a positive work environment;
• Resolve and de-escalate all utility customer billing issues;  
• Reconcile revenue and accounts receivable by utility fund;
•  Oversee collections and lien processes for delinquent utility accounts;
• Communicate across all levels of management, including verbal and written memorandums and reports to implement the Revenue Management workplan.
   

This recruitment may be used to fill multiple Senior Analyst positions in this, or other divisions or departments. If you are interested in employment in this classification, you should apply to ensure you are considered for additional opportunities that may utilize the applicants from this recruitment. 

Senior Analyst Salary Range: $90,729.60-110,552.00. The actual salary shall be determined by the final candidate’s qualifications and experience.  In addition to the starting salary, employees in the Senior Analyst classification shall also receive an approximate five percent (5%) ongoing non-pensionable compensation pay. 

Please note that applications are currently not accepted through CalOpps or any other third party job board application system. To apply, applicants must complete an application via the City of San Jose’s website at www.sanjoseca.gov/citycareers. 

The actual salary shall be determined by the final candidate’s qualifications and experience. In addition to the starting salary, employees in the Senior Analyst classification shall also receive an approximate five percent (5%) ongoing non-pensionable compensation pay.

The Office of Retirement Services has one (1) Analyst I/II vacancy in the Benefits Division. We are seeking an energetic, focused, people-person to carry out multiple areas of responsibility. The primary focus of the position is to perform analytic work of considerable difficulty relating to the calculation and set-up of service purchase and/or redeposit contracts, and calculation and set up of various retirement benefit adjustments, such as worker’s compensation off-sets. In addition to these and other special projects, on a day to day basis the Analyst will also assist applicants in navigating the retirement process and enrolling in retiree healthcare.

The position requires an individual with strong analytical, organizational and communication skills and the ability to provide excellent customer service to our members. The candidate must also have the ability to build effective working relationships with members, coworkers, supervisors, and key stakeholders in partner departments. Attention to detail is critical and the successful candidate must be able to handle multiple projects at once with a customer centric philosophy.

This recruitment may be used to fill multiple positions in this, or other divisions or departments. If you are interested in employment in this classification, you should apply to ensure you are considered for additional opportunities that may utilize the applicants from this recruitment.

Please note that applications are currently not accepted through CalOpps or any other third party job board application system. To apply, applicants must complete an application via the City of San Jose’s website at www.sanjoseca.gov/citycareers. 

The actual salary shall be determined by the final candidate’s qualifications and experience. In addition to the starting salary, employees in the Senior Analyst classification shall also receive an approximate five percent (5%) ongoing non-pensionable compensation pay.

Retirement Services is seeking qualified candidates for the position of Senior Analyst in the Benefits Division.

Duties include, but are not limited to, the following:

Has oversight of all aspects of retirement benefits administration for active and retired members of the two retirement plans, such as, retirement planning and counseling; set-up of retirement payments; counseling in the event of member deaths, processing payments, calculating and setting up survivorship payments; administer retiree medical, dental and other insurances; disability retirement case management; calculate and set-up purchase service or redeposit contracts; calculate and set up various retirement benefit adjustments, such as worker’s compensation off-sets; review and processing all divorce documents, calculating impact and setting up accounts for payment to ex-spouse; research and reconcile data discrepancies and/or special contributions, such as military pay; other benefit related duties as required to ensure proper administration of retirement benefits.

In addition to oversight of the services ORS benefits provides, the Senior Analyst supervises up to six staff. This supervision includes; management of vacation and sick time; timecard approvals; performance appraisals; management of controls and policies/procedures; implementation of changing benefits and or code changes; maintaining performance standards; quality review of analyst and staff technician work; and management of any special projects as needed.
 

The ideal candidate will have experience with employee benefit programs. Knowledge of public sector or large organization budget procedures and policies is also desired. Although public sector experience is not required, a successful candidate must have the ability to work effectively in a unionized civil service environment.

This recruitment may be used to fill multiple positions in this, or other divisions or departments. If you are interested in employment in this classification, you should apply to ensure you are considered for additional opportunities that may utilize the applicants from this recruitment.

Please click the Job PDF button below to view the full job announcement brochure.

Human Resources Analyst - $7,242.00 - $9,656.00 Monthly*
Senior Human Resources Analyst - $7,984.00 - $10,646.00 Monthly*

* Temporary Pay Reduction in Exchange for Additional Time Off 
Due to the temporary budget reductions, during the fiscal years 2021 and 2022, the pay rate for each unrepresented employee will be reduced by 9.23076%. In recognition of this pay rate reduction, each employee will accrue and use 16 hours of additional pay leave each month. 

ABOUT THE POSITION
The City of Gilroy Human Resources Department is seeking a full-time Human Resources Analyst OR Senior Human Resources Analyst. This position may be filled at either level depending on qualifications and related experience of selected candidate. 

Human Resources Analyst 
Under general supervision of the Human Resources Director, performs Human Resources projects and assignments that typically fall under the areas of: recruitment, screening, selection, position classification, salary administration, training, employee safety, diversity program, and employer/employee relations; as the technical skill of the Analyst increases, the level of responsibility will correspondingly increase. Performs work requiring the utmost confidentiality, tact, judgment and discretion. This is an exempt, unrepresented, confidential classification. 

Senior Human Resources Analyst 
Under general supervision of the Human Resources Director, performs complex Human Resources projects and assignments that typically fall under the areas of: recruitment, screening, selection, position classification, salary administration, training, employee safety, diversity program, and employer/employee relations. Performs work requiring the utmost confidentiality, tact, judgment and discretion. This is the advanced journey level of the Human Resources Analyst career series. This class differs from the Human Resources Analyst in that it handles the more complex, difficult and sensitive analytical assignments, using a high degree of independent judgment and requiring a substantial level of professional training and experience and may supervise subordinate staff. Work in the class is distinguished from that of lower classes by the level of responsibility associated with assigned duties and by the degree of specialization required.  This is an exempt, unrepresented, confidential classification. 

Position and Duties:

The Senior Executive Analyst (SEA) position will work out of the City Manager’s Office of Emergency Management (OEM) located at 855 N. San Pedro Street, San Jose.   

This SEA position responsibilities include, but are not limited to:

·     Prepares and monitors the OEM budget; prepares revenue estimates and forecasts; establishes fees and charges; prepares and monitors operating budgets, grants, contracts, and other financial transactions.

·     Develops fiscal reporting systems that are reflective of complex operational costs and provides accurate and timely management information for use in the management and administration of the annual OEM budget.

·     Produces and presents cost reports and key performance metrics on a monthly or more frequent basis as needed.

·     Negotiates and develop contracts, grants and special funds to meet specific City or department needs; prepares bids and specifications; monitors timely fulfillment of deliverables by contractor/consultant, reviews compliance of contractor/consultant work progress and accuracy of consultant/contractor billing submitted for work completed.

·     Recommends and writes procedures, oversees the implementation of program policies and procedures, provides training on program requirements and best practices and conducts continuous process evaluation and improvements

·     Supervises professional and support staff, prioritizes and assigns work, conducts performance appraisals, ensures staff meets performance targets, and participates in training and development opportunities.

·     Supports the planning, leadership, and development of a focused effort within the OEM, that could include interdepartmental contact, engagement of contract services, drafting a plan and procedures, training City staff on how to carry out the plan, or other actions necessary to complete the policy, tasks, training and exercises, and efforts to execute the plan.

·     Will be assigned Duty Officer role and responsibilities in support of OEM protocols. 

·     Will be assigned a role in the emergency operations center (EOC) in support of responses to emergencies and disasters.

·     Will be expected to engage in emergency management activities and pursue emergency management training and certifications.

·     Other projects/activities, as assigned.

This recruitment may be used to fill multiple positions in this classification. 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.

Core Competencies

The ideal candidate will possess the following competencies, as demonstrated in past and current employment history.  Desirable competencies for this position include:

·     Job Expertise - Demonstrates knowledge of and experience with applicable professional/technical principles and practices, Citywide and departmental procedures/policies and federal and state rules and regulations.

·     Communication Skills - Effectively conveys information and expresses thoughts and facts clearly, orally and in writing; demonstrates effective use of listening skills; displays openness to other people’s ideas and thoughts.

·     Computer Skills - Experienced with common business computer applications including but not limited to: MS Outlook, MS Word, MS PowerPoint, MS Access, and MS Excel.

·     Analytical Thinking - Approaching a problem or situation by using a logical, systematic, sequential approach.

·     Fiscal Management - Understands the relationship of the budget and resources to the strategic plan; complies with administrative controls over funds, contracts, and procurements.

·     Leadership - Leads by example; demonstrates high ethical standards; remains visible and approachable and interacts with others on a regular basis; promotes a cooperative work environment, allowing others to learn from mistakes; provides motivational supports and direction.

·     Problem Solving - Approaches a situation or problem by defining the problem or issue; determines the significance of problem; collects information; uses logic and intuition to arrive at decisions or solutions to problems that achieve the desired outcome.

·     Supervision - Sets effective long and short-term goals based on a good understanding of management practices; establishes realistic priorities within available resources; provides motivational support; empowers others; assigns decision-making and work functions to others in an appropriate manner to maximize organizational and individual effectiveness.

POSITION SUMMARY:

Under general direction of the Administrative Services Director, supervises and manages the activities and day-to-day operations of the Finance Division; areas of responsibility include general accounting, financial reporting, budget development and business licensing; administers short and long-range fiscal services planning activities; oversees and directs the maintenance of financial and budgetary records; prepares and analyzes financial statements and reports; responsible for investment of City surplus funds; and performs related work as required.

EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only):

Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job.

1. Plans, manages, and oversees the daily functions, operations, and activities of the Finance Division; areas of responsibility include general accounting, financial reporting, budget development and business licensing.

2. Participates in the development and implementation of goals, objectives, policies, and priorities for the division; recommends within departmental policy, recommends and administers policies and procedures.

3. Directs the preparation of, and participates in developing fiscal reports including monthly, quarterly and annual reports as well the City’s Comprehensive Annual Financial Report (CAFR) and Popular Annual financial Report (PAFR) ensuring adherence to mandated rules, regulations and professional standards.

4. Directs and participates in the development of the City-wide budget; works with departments to provide data and support for their budget development; monitors departmental budget performance and makes recommendations for adjustments as needed; and conducts on-going analysis of the City’s financial condition, reporting to, and advising, executive management on fiscal matters.

5. Develops and standardizes procedures and methods to improve and continuously monitors the efficiency and effectiveness of assigned programs, service delivery methods, and procedures; assesses and monitors workload, administrative and support systems, and internal reporting relationships; identifies opportunities for improvement and recommends to management.

6. Develops and implements adopted finance and budget services strategic plans, policies, and standards.

7. Participates in the selection of, trains, motivates, and evaluates assigned staff; provides or coordinates staff training; works with employees on performance issues and implements discipline.

8. Oversees the development of consultant requests for proposals (RFP’s) and qualifications for professional services; evaluates proposals and recommends project award; develops, negotiates, and reviews contract terms and amendments; ensures contractor compliance with City and department standards and specifications and time and budget estimates; analyzes and resolves complex problems that may arise.

9. Provides highly complex staff assistance to the Administrative Services Director; conducts a variety of organizational and operational studies, special projects, and investigations; prepares and presents staff reports and other necessary correspondence related to assigned activities and services; presents reports to various commissions, committees, and boards.

10. Attends and participates in professional group meetings; stays abreast of new trends and innovations in the financial field; monitors changes in regulations that may affect business systems operations; implements policy and procedural changes after approval.

11. Attends monthly Financial Commission meetings.

12. Receives, researches, and responds to difficult and sensitive problems and inquiries in a professional manner; identifies and reports findings and takes necessary corrective action.

13. Performs other duties as assigned.

MINIMUM POSITION REQUIREMENTS:

KNOWLEDGE OF:

Governmental financial accounting and reporting; governmental auditing standards; principles and practices of local government budgeting and financial administration; applicable federal, state and local laws affecting municipal finance; municipal treasury management and investment principles; modern office procedures, computers and accounting software applications; principles and procedures of financial record keeping, technical report writing and preparation of correspondence and presentations. Auditing and internal financial control processes. Principles and practices for employee supervision, including work planning, assignment, review and evaluation and training.

ABILITY TO:

1. Recommend and implement goals, objectives, and practices for providing effective fiscal management programs, projects, and services.

2. Organize, manage, implement, and maintain efficient and effective fiscal and budget programs to ensure the reliability and integrity of the City’s financial standing.

3. Manage and monitor the City’s budget process and obligations.

4. Undertake complex financial and accounting analyses, studies and projects.

5. Prepare clear, comprehensive and concise accounting, financial and statistical reports and present to Commissions and Council.

6. Plan, organize, assign, review, and evaluate the work of staff; train staff in work procedures.

7. Research, analyze, and evaluate new service delivery methods, procedures, and techniques.

8. Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports.

9. Interpret, apply, explain, and ensure compliance with federal, state, and local policies, procedures, laws, and regulations.

10. Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines.

11. Use tact, initiative, prudence, and independent judgment within general policy and legal guidelines.

12. Use English effectively to communicate in person, over the telephone, and in writing.

13. Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.

EXPERIENCE AND EDUCATION:
Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:

Equivalent to graduation from an accredited four-year college or university with major coursework in accounting, finance, public administration, business administration or a related field and five (5) years of progressively responsible experience in the development and administration of financial and budget programs, including three (3) years of lead or supervisory experience.

Public sector auditing experience, a CPA certification and/or a master’s degree in business or public administration is desirable and may be substituted for the required experience up to a maximum of one year.

PHYSICAL DEMANDS:

Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and to visit various City sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. Standing in and walking between work areas is frequently required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification frequently bend, stoop, kneel, and reach to perform assigned duties, as well as push and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds with the use of proper equipment.

COMPENSATION & BENEFITS:

The salary range for this position ranges from $149,231.70 up to $181,392.07 annually. Placement within the range will be DOE.

This position is at will and the full terms and conditions of this position will be subject to an employment contract.

The benefits package offered by the City includes:

• Retirement: CalPERS retirement plan for Classic members is 2% @ 60 with employee paying a contribution of 7%. PEPRA employees participate on a 2.0% @ 62 plan, with employee paying 6.75% of the retirement contribution. Benefits based on highest three years of compensation. The City does not participate in Social Security.

• Health Plans: Choice of HMO or PPO plans through CalPERS Health with most family plans covered at 100%. Employees who waive coverage may receive stipend of $350 per month.

• Dental/Vision: City also offers a dental and vision reimbursement plan

• Vacation Leave: Management new hires may combine previous years of experience from other public agencies to receive increased accrual rate

• Flexible Spending Plan: Dependent care and health care reimbursement plan available

• Deferred Compensation: Voluntary participation in either Nationwide or ICMA-RC

• Holidays: 10 annual holidays, plus one floating holiday

• Sick Leave: Allowance of 12 days annually

• Management Leave: Allowance of 40 hours each fiscal year

• The City follows a Defined 9/80 schedule with offices closed every other Friday.

APPLICATION PROCEDURE:
A completed City application, cover letter and resume must be received. The recruitment will remain open until filled. The first review of applications will occur on Friday, January 15, 2021.

SELECTION PROCESS:
The applicants most closely matching the City’s desired qualifications and organizational needs will be invited to participate in the interview process. Prior to hire, candidates will be required to successfully complete a pre-employment process, including reference checks and a complete background investigation. A conviction history will not necessarily disqualify an applicant from appointment; however, failure to disclose a conviction will result in disqualification or termination.

EQUAL OPPORTUNITY EMPLOYER:
The City of Los Altos is an equal opportunity employer and does not discriminate in employment on the basis of a person’s race, religious creed, color, national origin, ancestry, mental or physical disability, medical condition, marital status, sex, age or sexual orientation. Candidates with a disability, which may require special assistance in any phase of the application or testing process, should advise City of Los Altos upon submittal of application. Documentation of the need for accommodation must accompany the request.

LIMITATIONS AND DISCLAIMER 

The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.