Dec 03, 2019
Temporary
Job Description
County of Santa Clara
Class Title: Financial Analyst II – EH
Type: Temporary (6 months)
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).
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;
Develops and prepares revenue and expenditure projections for one or multiple budgets; compiles figures, prepares justifications and participates in the annual budget development process;
Performs variance analysis; identifies financial program issues, determines appropriate action and makes recommendations for problem resolution; assists in the implementation of program enhancements and improvements;
Responds to a variety of information requests from both inside and outside the agency;
Assists in the development of strategic initiatives to improve and enhance performance and services;
Coordinates with other departments, outside vendors and service providers to achieve financial program goals;
Provides financial management for individuals and contractors that include external payroll services;
Prepares documents that include financial and income statements, balance sheets, and statements of cash flow;
Develops and participates in cost allocations, and indirect cost rate proposals;
Prepares and analyzes contract payment reconciliations based on cost reports and payment documentation;
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;
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;
Administers numerous receivable and payable funds;
Uses a variety of information applications and databases to develop schedules and special reports;
May train and provide technical assistance to lower level staff;
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
-AND-
Three (3) years of increasingly responsible professional level financial analysis experience. Work experience should include analyzing, evaluating and making recommendations onvarious financial programs and services and conducting a variety of analytical studies and surveys.
-OR-
Possession of a Bachelor's Degree in any field, of which the equivalent of fifteen (15)semester units are in finance-related courses
-AND-
Five (5) years of professional level financial analysis experience as specified above.
-OR-
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
-AND-
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;
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;
Communicate clearly and effectively with members of the public and agency staff at various levels of authority.
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