Conditional employment offers are based on successful
completion of any preappointment background investigation, drug testing, and
medical/psychological evaluation.
ABOUT THE POSITION: Under direction, performs a
variety of professional fiscal activities in support of County tax collection,
fund investment activities and administration of decedent estates; monitors,
evaluates and provides recommendations concerning tax collection, investment
accounts, estate management and budgets and related transactions; assists in
the development and implementation of fiscal systems and procedures involved in
the collection of taxes, investment of County funds and estate management; and
does other related work as required.
The Financial Analyst I classification is the entry-level
position in the series. Incumbents work
under close supervision and perform professional-level fiscal duties in support
of County tax collection, fund investment activities and estate management. The
Financial Analyst II classification is the experienced-level position in
the series. Incumbents perform complex
fiscal duties in the analysis of tax collection functions, investment
opportunities and estate management. Designated positions in this
classification supervise subordinate personnel.
TYPICAL TASKS: (Not in order of importance)
Perform a variety of professional fiscal activities in support of
County tax collection, fund investment activities and estate management;
monitor, evaluate and reconcile Department funds and budgets; assure accurate
accounting of funds including income and expenditures; assist in assuring
related transactions and activity complies with established laws, codes,
regulations, policies and procedures.
Monitor, evaluate and project cash flow to
anticipate account expenditure requirements and determine funds available for
investment; assure budgetary expenditures comply with established limitations;
forecast budgetary, tax collection, investment and estate income and
expenditures; analyze costs to the County and provide recommendations
concerning budgetary allocations as assigned.
Assist in the development and implementation of fiscal systems and
procedures involved in the collection of taxes and investment of County funds
and estate management; monitor, evaluate and provide recommendations concerning
the modification of programs and systems to meet the fiscal needs of the
Department; participate in the development and implementation of automated
systems as assigned.
Participate in the development and maintenance of the County's
investment portfolio; monitor money market conditions and economic and
financial trends to identify and analyze investment opportunities available to
the County; determine optimal type and
amount of investments necessary to meet the financial needs of the County.
Train and evaluate the performance of designated personnel as assigned
by the position; interview and select employees and recommend transfers,
reassignment, termination and disciplinary actions; assign employee duties and
review work for accuracy, completeness and compliance with established
requirements.
Provide technical advice concerning the
purchasing and redemption of qualified investments; recommend fund and security
transfers to enhance return on County investments; review and initiate
financial transactions in response to investment performance; negotiate the
purchase, sale and exchange of securities as directed.
Prepare, maintain and present a variety of financial, statistical and
narrative records, reports, recommendations, resolutions and files related to
funds, budgets, investments, income, expenditures and assigned activities;
prepare and distribute a variety of financial correspondence and documentation
as required; compare banking and investment statements with Department records
to assure accuracy and identify errors.
Input a wide variety of financial and statistical data into an assigned
computer system; establish and maintain automated records and files; initiate
queries, manipulate data and generate a variety of computerized reports; assure
accuracy of input and output data.
Perform a variety of special fiscal projects in support of tax
collection, fund investment and decedent estate activities; research, analyze
and assemble a variety of statistical information; provide technical input
concerning the development and implementation of internal controls as
requested; assist in resolving fiscal issues, errors and discrepancies related
to County investments, tax collection and estate management.
Communicate with personnel and various outside agencies to exchange
information, coordinate activities and resolve issues or concerns.
Operate a variety of office equipment including a calculator, copier,
fax machine, computer and assigned software.
Maintain current knowledge of laws, codes, rules, regulations and
pending legislation related to assigned accounting functions; provide
recommendations concerning the modification of legislation, programs and
procedures to assure compliance with local, State and federal requirements as
appropriate.
Attend and participate in a variety of meetings; serve on various
committees as required.
THE REQUIREMENTS:
Knowledge of:
Principles, practices and techniques of tax collection, investment
strategy development and estate management.
General principles and
practices of governmental and estate accounting.
Fiscal systems and procedures
involved in the collection of taxes and investment of County funds and estate
management.
Methods of purchase, sale and
transfer of securities and deposits.
Generally Accepted Accounting
Principles.
Preparation, review and
control of assigned accounts.
Financial analysis and
projection techniques.
Budgeting practices regarding
monitoring and control.
Research and statistical
evaluation techniques.
Analysis of complex financial
statements and reports.
Oral and written communication
skills.
Applicable laws, codes,
regulations, policies and procedures.
Financial and statistical
record-keeping techniques.
Preparation of financial statements
and comprehensive accounting reports.
Interpersonal skills using
tact, patience and courtesy.
Operation of standard office
equipment including a computer and assigned software.
Technical aspects of field of
specialty.
Ability to:
Perform a variety of professional fiscal activities in support of County tax
collection, fund investment and estate management activities.
Monitor, evaluate and provide
recommendations concerning tax collection, investment and estate accounts,
budgets and related transactions.
Assist in the development and
implementation of fiscal systems and procedures involved in the collection of
taxes, investment of County funds and estate management.
Determine
optimal type and amount of investments necessary to meet the financial needs of
the County.
Prepare and analyze
comprehensive accounting reports.
Reconcile, balance and audit
assigned funds and budgets.
Train and evaluate the
performance of designated personnel as assigned by the position.
Communicate effectively both
orally and in writing.
Interpret, apply and explain
rules, regulations, policies and procedures.
Establish and maintain
cooperative and effective working relationships with others.
Accurately perform
mathematical calculations.
Maintain accurate financial
and statistical records.
Analyze financial data and
prepare reports, forecasts and recommendations.
Meet schedules and timelines.
Operate standard office
equipment including a computer and assigned software.
Determine appropriate course
of action within clearly defined guidelines.
MINIMUM QUALIFICATIONS: Financial
Analyst I: Graduation
from an accredited four-year college or university with a bachelor's degree in
business administration, finance, economics or related field. (Supervisory or
technical-level experience may substitute for the required education on a
year-for-year basis.)
Financial Analyst II: In addition, one
year of experience at the level of Financial Analyst I.
LICENSES/CERTIFICATES: A valid driver's license is required at
the time of application. A valid CALIFORNIA
driver's license is required at the time of appointment and must be maintained
throughout employment.
IN ADDITION: This
class specification generally describes the duties and responsibilities
characteristic of the position(s) within this class. Duties of a particular
position within a multi-position class may vary from the duties of other
positions within the class. Accordingly, the essential functions of a
particular position (whether it be a multi-position class or a single-position
class) will be identified and used by medical examiners and hiring authorities
in the selection process. If you have questions regarding the duties or the
working conditions of the position, please contact the Human Resources
Department.
NOTIFICATION: Applicants will be
notified 6-8 weeks after the final filing deadline. However, some recruitments
may take less or more time depending on the type of exam and number of
applicants. Notifications
will be posted on-line on the Applicant Status Board for each phase of the
recruitment process and will be sent by US mail and/or email. Therefore, notify the Human Resources
Department of any mailing or email address changes for all applications
submitted.
SELECTION PROCESS: The examination process will include a competitive examination
consisting of an evaluation of job-related education and experience through one
of the following methods of testing: A) competitive application rating,
based solely on application information presented OR B) oral board rating as
determined by an interview panel OR C) application screening and an oral board
rating OR D) any combination thereof. In either case, the evaluation will be
weighted 100% in determining a candidate’s placement on the eligible list. The
hiring department will be provided a list of the top nine ranks of eligible
candidates and one additional rank for each vacancy. The hiring department may
hire any of the candidates certified to the department. Veterans and
disabled veterans preference points will be assigned when applicable. Please
note: any part of this selection process may be waived or changed as deemed
appropriate by the Human Resources Department at any point during the
recruitment. Eligible lists may be used to fill regular, limited term or
temporary positions. New employees are required to complete an INS Employment
Eligibility Verification form to certify citizenship or legal residency and
authorization to work. Essential functions of a job for purposes of the
Americans with Disabilities Act will be determined prior to the filling of each
vacant position. Any part of the selection process is subject to change. A reasonable effort will be made to
accommodate the needs of the disabled and the religious needs of an applicant.
If you require special arrangements to participate in the recruitment process,
you must inform the County Human Resources Department in writing of the type
and extent of accommodation no later than the final filing deadline.
AN EQUAL
OPPORTUNITY/AFFIRMATIVE ACTION EMPLOYER
