Financial Analyst II - Extra Help

  • County of Santa Clara
  • San Jose, CA, USA
  • Jun 06, 2018
Temporary Accounting Finance

Job Description

Financial Analyst II – Extra Help

County of Santa Clara – Technology Services & Solutions

Type: Temporary

Duration: anywhere from 4 months to the end of December

Location: San Jose, CA



Under direction, to perform moderately complex financial analysis and conduct studies that requires the integration of multi-disciplinary principles (accounting, auditing, finance, marketing, business law, computer science, and information system management).

Distinguishing Characteristics

The Financial Analyst series describes levels of positions that are assigned to manage financial operations and various finance-based analytical activities and projects. The Financial Analyst series differs from the Management Analyst series in that the Management Analyst series is focused on general assignments involving operation analysis, organizational design, employee relations or serving as a staff advisor while the Financial Analyst series assignments are specifically focused on financed-related processes and operations.

The Financial Analyst II is the full journey/professional level within the series. Financial Analyst IIs perform moderately complex financial analytical work and are assigned to support larger program activities, which may involve providing technical supervision to lower level staff. The Financial Analyst II is distinguished from the Financial Analyst I in that the Financial Analyst II performs assignments of moderate complexity and works with greater independence whereas the Financial Analyst I performs assignments that are more routine and narrow in scope. 


Typical Tasks

  • Plans, organizes and directs the work of an assigned project or program;  
  • Conducts a variety of moderately complex financial, analytical, cost and feasibility studies;  
  • Prepares and presents a variety of budgetary, informational and statistical reports and makes recommendations in written, graphic and oral presentations;  
  • May train and provide technical assistance to lower level staff; 
  • Makes revenue and expenditure projections for one or multiple budgets; compiles figures, prepares justifications and participates in the annual budget development process; 
  • Identifies financial program issues, determines appropriate action and makes recommendations for problem resolution; assists in the implementation of program enhancements and improvements;  
  • Assists in the development of strategic initiatives to improve and enhance performance and services; 
  • Prepares documents that include financial and income statements, balance sheets, and statements of cash flow; 
  • Interacts with Internal Revenue Service and State Franchise Tax Board to resolve tax issues; prepares tax documents;
  • Manages bank and fund accounts (i.e. ATM card transactions, special trust funds, and county special funds, etc.); 
  • Administers numerous receivable and payable funds; 
  • Computes, assesses and reconciles court assessed fees;
  • Provides financial management for individuals and contractors that include external payroll services; 
  • Develops and participates in cost allocations, and indirect cost rate proposals; 
  • Prepares and analyzes contract payment reconciliations based on cost reports and payment documentation;  
  • Develops and prepares revenue/expense projections;  
  • Prepares and presents cost reports, coordinates audits, cost reimbursement settlement claims for government payers and agencies and responds to related requests for information from auditors;  
  • Defines financial reporting and information needs and coordinates any systems modifications with Information Services;  
  • Coordinates with other departments, outside vendors and service providers to achieve financial program goals;  
  • Negotiates and monitors financial contracts with outside service providers and business partners;  
  • Analyzes and interprets existing, new and proposed legislation for cost and program impacts;  
  • Responds to a variety of information requests from both inside and outside the agency;  
  • Uses a variety of information applications and databases to develop schedules and special reports; 
  • May be assigned as a Disaster Service Worker, as required;
  • Performs other duties as assigned.

Employment Standards

Sufficient education and experience which directly demonstrates the possession and application of the following knowledge and abilities: 

Experience Note: The knowledge and abilities listed below are acquired through possession of a Bachelor’s Degree in Accounting, Finance, Business Administration, or a closely related field 

Three (3) years of increasingly responsible professional level financial analysis experience. Work experience should include analyzing, evaluating and making recommendations on various financial programs and services and conducting a variety of analytical studies and surveys.


Possession of a Bachelor’s Degree in any field, of which the equivalent of fifteen (15) semester units are in finance-related courses 

Five (5) years of professional level financial analysis experience as specified above. 



Completion of sixty (60) semester or ninety (90) quarter college units, of which the equivalent of fifteen (15) semester units are in finance-related courses 

 Seven (7) years of professional level financial analytical experience as specified above.

 A Master’s Degree may substitute for up to one (1) year of the required experience.

 Some positions may require possession of a valid California driver’s license prior to appointment and the ability to qualify and maintain a County Driver’s Permit.

 Knowledge of: 

  • Local government financial and fiscal procedures and systems; 
  • Principles and practices of financial management, including both expense and reimbursement requirements; 
  • Methods of report preparation, writing and presentation; 
  • Statistical research and analysis techniques and procedures; 
  • Principles and practices of training; 
  • Local, state and federal regulatory requirements; 
  • Personal computers, common office applications and financial and database software; 
  • Contracts and negotiation skills; 
  • General accounting principles and procedures; 
  • Project management and reporting requirements. 

Ability to:

  • Formulate, gather, analyze and present complex financial, informational and statistical data;  
  • Analyze information and reach valid conclusions;  
  • Analyze policies and procedures and make recommendations to management;  
  • Develop financial program enhancement recommendations based on revenue and cost analysis;  
  • Communicate clearly and effectively with members of the public and agency staff at various levels of authority;  
  • Prepare and present clear and concise reports;  
  • Maintain cooperative working relationships with departmental personnel, other county departments and the general public;  
  • Represent the department on assigned committees and with outside agencies;  
  • Utilize computers and advanced computer software to analyze information;  
  • Make recommendations for program and procedural modifications based on financial performance, regulatory and or legislative changes;  
  • Train and provide technical assistance.

 When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.