The District has one open, full-time position for Financial Management Analyst in the Administrative Services Division. Interested persons must submit a completed District application and supplemental questionnaire responses to the Human Resources Department no later than the filing deadline.
Under general direction of the Finance Manager, the Financial Management Analyst is responsible for providing and responding to technical inquiries and information requests related to the financial operations and processes of the District, performs research and analysis, and complex budgeting functions including: assisting with intra-district department changes in finance processes, procedures and policies; provides training and guidance on budget preparation, monitors, reconciles, and highlights areas of concern; conducts financial, statistical, and analytical studies; prepares and assists in the preparation of budget, financial reports, and statements; treasury management functions; develops integrated revenue/expense analyses, projections, and reports; performs financial forecasting and reconciliation of fund balances; performs related duties as required.
The Financial Management Analyst is a professional, senior-level position of the Finance Department under the Administrative Services Division. This is a single incumbent, mid-management classification characterized by the performance of a full range of professional and technical support, consultation, and complex analysis of budgetary and financial transactions. This position exercises judgment in the interpretation and application of related laws, regulations, practices and procedures.
This position differs from the Finance Analyst by its technical and specialized knowledge in finance and budget and by the assignment of supervision over technical or professional staff and lead responsibilities, if required. Incumbents may also be requested to act in the absence of the Finance Manager when needed. In addition, this position will support district-wide insurance review as needed.
Examples of Duties
Duties may include, but are not limited to the following:
Serves as a liaison to all other departments and management by providing professional and technical expertise required to manage fiscal resources appropriately.
Prepares and maintains a wide variety of financial records and information; ensures compliance with the Governmental Accounting Standards Board (GASB) and Generally Accepted Accounting Principles (GAAP). Regularly analyzes the District’s budget and financial information, and reports to Finance Manager areas of concern and recommended actions to address these areas of concern.
Assists Finance Manager in assessing and processing financial transactions and managing financial operations within the District; recommends process improvements to ensure integrity and timeliness of financial transactions.
In the absence of the Finance Manager, may assume responsibility of the Finance Manager if required.
Coordinates and assists with the development, preparation and implementation of the two-year operating and capital budgets by performing statistical analysis of cash flow; monitoring and evaluating budgets and cash flow for appropriateness to ensure fiscal solvency and accountability.
Assists with the annual financial and grant audit, and preparation of Comprehensive Annual Financial Report (CAFR) to comply with legal obligations of the Finance Department.
Assists with preparation of the annual State Controller’s Financial Transaction Reports and the Statement of Indebtedness to comply with California State regulation.
Analyzes financial system needs and identifies methods to manage information and procedures with greater efficiency and reliability. Analyzes the flow of information system data and develops internal procedures for staff to facilitate the timely and accurate entry of financial records.
Participates in strategizing systems solutions and provides on-going technical guidance in the general use of reporting using the financial system.
Assists with analyzing operational cash flow management, including forecasting cash needs and daily cash management.
Maintains effective communication with staff regarding financial matters; provides information and technical support in the development and revision of policies and regulations; assists in the development of procedures; reviews proposed contracts for adherence to District policy, state laws and regulations.
Provides support to District staff as a fiscal advisor when necessary. May train, coordinate, and or review the work of staff and provide recommendations to the Finance Manager, if needed.
Researches and analyzes financial data as requested by the Finance Manager; reconciles and identifies financial discrepancies; resolves financial inquiries from District staff and recommends solutions; and
Performs other related duties as required.
QUALIFICATIONS FOR EMPLOYMENT
• Budgetary principles;
• Financial accounting systems and principles and practices;
• Applicable Federal, State, and local laws, rules, and regulations;
• Mathematical principles;
• Financial control practices and procedures;
• Automated budgeting and financial systems;
• Financial reporting methods;
• Fund accounting principles and practices;
• Advanced research methods and techniques, report writing, basic statistics and development of oral presentations based on research;
• Principles of and practices of public administration and organization applicable to public agencies;
• Basic principles and practices related to supervision, training, and performance evaluations;
• Proper spelling, grammar, punctuation and writing practices;
• Public funds administration principles and practices;
• Generally Accepted Accounting Principles (GAAP);
• Governmental Accounting Standard Board (GASB) principles.
• Perform complex mathematical and analytical calculations;
• Prepare and maintain critical financial records;
• Interpret and apply laws, rules, and regulations;
• Research and resolve financial discrepancies;
• Prepare reports and conduct presentations for a variety of audiences;
• Communicate complex and detailed reports and information;
• Analyze statistical and financial relationships in data;
• Prepare budget documents;
• Handle multiple priorities simultaneously;
• Prioritize workload and meet critical deadlines;
• Represent the District in meeting with other agencies and the public;
• Provide lead direction and technical support to staff when required;
• Exercise sound judgment within established policies and procedures;
• Interpret and apply accounting procedures and principles;
• Analyze complex financial information;
• Record, analyze, verify, reconcile, and report financial transactions;
• Work effectively with District staff and stakeholders;
• Utilize computer technology for communication, data gathering and reporting;
• Communicate clearly and concisely, both orally and in writing;
• Establish and maintain effective working relationships with those contacted in the course of work;
• Travel to off-site work locations and off-site meetings depending upon job assignment.
TRAINING AND EXPERIENCE
Any combination of experience and training that would likely provide the required knowledge and abilities would be:
• Bachelor’s degree from an accredited college or university with major in Accounting, Economics, Finance, or closely-related field of study required,
• Four (4) to Five (5) years of related experience in budget/accounting/finance/analysis and/or any combination of education and training which demonstrates ability to perform the duties as described,
• Demonstrated increasingly responsible experience in budgetary analysis and complex accounting procedures,
• Prior successful experience working in public accounting and/or public agencies.
• One year of lead or supervisory experience in public accounting and/or public agencies is desired.
Per California Government Code, Title 1, Division 4, Chapter 8, Section 3100 “all public employees are hereby declared to be disaster service workers subject to such disaster service activities as may be assigned to them by their superiors or by law.”
Licenses and/or Certifications
• Possession of or the ability to obtain an appropriate California driver’s license issued by the State Department of Motor Vehicles and satisfactory driving record.
Physical Demands and Working Conditions
During the course of performing job duties the employee will need the mobility to work in a standard office setting, use standard office equipment such as a personal computer, word processing and data base software, calculator, a copy and/or fax machine; enter and retrieve data from personal computers and terminals via keyboards which is often performed while sitting for extended periods of time; operate office equipment requiring repetitive arm/hand movement and/or the coordinated movement of more than one limb simultaneously. The employee frequently stands, walks, bends at neck and waist, twists at neck and waist, uses repetitive hand movement, uses simple and power grasping with both hands, uses fine manipulation of both hands and fingers, and may require use of the arms above shoulder level, climb or balance; stoop, kneel or crouch. This position requires that the employee demonstrate adequate hearing and speech to converse in person and over the telephone, and vision to read printed materials and use a computer screen. The employee is occasionally required to lift and carry short distances objects such as reams of copier paper, office supplies, files, books, printed materials and other packages weighing up to 10 to 25 pounds.
The noise level in the work environment is quiet to moderate noise. The employee is exposed to outdoor temperature, humidity, wetness and dust. The position may require the ability to work overtime and weekends as needed.
Employees who drive on District business to carry out job-related duties must possess a California driver’s license for the class of vehicle driven and meet automobile insurability requirements of the District including review of a recent DMV history. In order to drive, individuals must be physically capable of operating the vehicles and equipment safely.
To be successful in this job, an individual must be able to satisfactorily perform each of the listed duties. These duties are representative of the knowledge, skill and/or ability required for the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the duties and functions of the position. Requests for reasonable accommodation should be directed to the Human Resources Manager.
Application and Selection Process
To be considered for this career opportunity, applicants must submit the following information to the Human Resources Department by the filing deadline shown on this announcement:
- Properly completed District application. Clearly state the title of the position for which you are applying.
- Supplemental application. The attached page of supplemental questions will be a primary tool in evaluating qualifications for this position. The responses will be evaluated along with the completed application form. Applications received without completed Supplemental Responses will not be considered.
- Cover letter and resume. Strongly recommended (see below).
A resume may be included but does not substitute for a completed application. Applicants meeting the minimum qualifications are not guaranteed advancement in the selection process. It is the sole responsibility of the applicant to show that he/she meets the minimum qualifications in this job announcement.
SPECIAL NOTE FOR INTERNAL APPLICANTS:
NOTE: Please do NOT assume the recruiter or panel members know what you do and what experience you have. It is strongly recommended that you include a resume and clearly show that you meet the minimum qualifications. Do NOT put “see resume”.
Screening decisions are based on the application materials submitted. Personnel files, training records, etc. are NOT necessarily accessed and reviewed by Human Resources in determining which applicants will move forward in the process.
The examination process may consist of an application screening, written and/or practical test, and oral and/or final interviews. All applicants will be notified of the disposition of their application. Based upon information provided in the application documents, the applicants presenting the best job-related qualifications will be invited to continue in the process. An eligibility list may result from this examination process.
The selected candidate, upon acceptance of a conditional offer for District employment, will undergo a background check conducted by an outside agency and must take and pass a pre-employment/pre-duty medical exam and drug test. Additionally, depending upon job duty assignments, the selected candidate may be required to submit an original California Department of Motor Vehicles H-6 printout (10-year history).
Do NOT submit the DMV H-6 until requested to do so.
The following provides a brief description of the Marin Municipal Water District’s (MMWD) benefit package for Mid-Management employees. Please refer to individual contracts or policies for details.
Full-time regular employees earn vacation with pay at the following bi-weekly rates for each complete year of service with MMWD:
For the first nine (9) years of service 4.62 hours/pay period
For the next six (6) years of service 6.16 hours/pay period
Sixteen (16) years of service 6.47 hours/pay period
Seventeen (17) years of service 6.77 hours/pay period
Eighteen (18) years of service 7.08 hours/pay period
Nineteen (19) years of service 7.39 hours/pay period
For twenty (20) or more years of service 7.70 hours/pay period
Vacation may be used by an employee only after completion of six (6) months of service.
MMWD grants 11 paid, set holidays each year; 1 or 2 paid floating holidays are granted dependent on hire date.
Employees accrue 15 days per year and may accumulate paid sick leave with no limit, to be used for illness or other approved absences. A lump sum payout equal to 75% of the number of hours for unused sick leave (to a maximum payout of 750 hours) will be paid upon retirement. Annual incentive buy-back plan is available.
Each management category employee will be entitled to five (5) days of administrative leave.
MMWD contracts with CalPERS health care, which makes available a variety of medical plans. The premium contribution of MMWD, for an employee only or an employee plus one dependent shall be set at the rate of the plan that falls in the middle of the list of available plans. Coverage for additional dependents may be purchased by payroll deduction.
Dental insurance is available to employees and their families after three months of service through the Delta Dental Plan of California. MMWD pays the premium for the employee and dependents. Delta Dental Plan will pay 100% of the dentist’s usual, customary, and reasonable fees for services covered per the contract, to a maximum of $2,000 per eligible enrolled person per calendar year. Orthodontia coverage is provided for eligible dependent children, up to a lifetime maximum of $2,500.
GROUP LIFE INSURANCE
Coverage at 1 times the annual salary up to $100,000 is provided at District expense.
LONG TERM DISABILITY INSURANCE
After completion of one month of employment, MMWD pays the premium for long term disability insurance for each full time, regular employee. The insurance provides payment of up to 60% of salary to a maximum of $6,000 per month for an employee who is disabled and cannot perform in his/her regular job functions. There is an eligibility waiting period of three months.
MMWD is a member of the California Public Employees Retirement System (CalPERS). The program is mandatory for all full-time employees. For new employees hired after January 1, 2013, the retirement formula is 2.0%@62. The employee’s contribution rate is 5.75% of salary. For employees hired before January 1, 2013 the retirement formula is 2.7%@55. The employee’s contribution rate is 8%. Employees hired after January 1, 2013 who are already members of CalPERS and who have had less than a 6 month break in service may be eligible for the 2.7%@55 formula.
All employees are eligible to participate in the 457(b) deferred compensation plan pursuant to the “Deferred Compensation Plan” approved by the District Board of Directors on May 22, 1985 consistent with current IRS regulations and requirements.
MMWD participates in the Social Security System and payroll deductions are made each pay period in accordance with Federal law.
To provide temporary disability income to an employee in the event of an on-the-job illness or injury, employees are covered under the provisions of MMWD’s Workers’ Compensation policy.
VISION CARE PLAN
This plan provides eligible full-time employees reimbursement of vision care expenses not covered by the health plan. Reimbursable expenses are up to $250 for glasses and frames, lenses and contact lenses, or other necessary vision care expenses per calendar year. The employee may carry over any remaining monies for one year for an accumulated total of up to $600 to be used over a two year period. In the third year, the reimbursable amount returns to $250.
ANNUAL MANAGEMENT ALLOWANCE
Managers may use the $2,500 annual allowance for education and training, to offset the cost of his/her medical coverage, to offset the cost of personal medical (non-cosmetic) procedures not covered by the employee’s insurance, to apply to a computer purchase, or place part or all of these funds into a deferred compensation plan.