Monday, December 11, 2017

Financial Services Specialist I

Recruitment #17-0213-01

Introduction

THIS IS A NEW ASSEMBLED EXAMINATION.  The eligible list resulting from this examination will cancel any existing list and may last approximately one year, but can be extended. Applications must be in the possession of the Human Resource Services Department by 5:00 p.m. on the Last Day for Filing.  Applications will only be accepted on-line.

Supplemental Questionnaire:  A properly completed Supplemental Questionnaire must be submitted with each application.  Applications and Supplemental Questionnaires must be in the possession of the Human Resource Services Department by 5:00 p.m. on the Last Day for Filing.  Failure to submit the Supplemental Questionnaire will result in disqualification.

DESCRIPTION

THE COUNTY

Alameda County, located on the east side of San Francisco Bay, is California's seventh-largest county.  The County employs 9,080 full-time employees and operates on an annual budget of $2.39 billion.  Oakland, the County seat, is California's eighth largest city.  One and a half million people call Alameda County home and live in a variety of incorporated cities, unincorporated communities and rural areas.  As a major urban county, Alameda provides a full range of services to its citizens.  The County is a blend of culturally and ethnically diverse communities, and its mixture of cosmopolitan and suburban areas provides the perfect environment for families and their active lifestyles.  The County offers extensive cultural resources, countless recreational opportunities and an array of fine public and private colleges and universities.  

 

THE POSITION

Under direction, to provide professional-level financial services in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, and grants management to County departments and agencies; to conduct a variety of studies and inquiries and perform financial analytic and  administrative work; and to do related work as required..

 

DISTINGUISHING FEATURES

 

Financial Services Specialist I/II is a flexibly-staffed class series with the work normally performed at the II level, but with initial selection possible at the I or entry level. Incumbents hired at the I level will be expected to gain experience and demonstrate proficiency which qualifies them to promote to the II level after the equivalent of two years full time service. If proficient, incumbents will be eligible to be flexibly promoted to the II level after the equivalent of one year.  Appointment at the I level will not be extended beyond two years.

 

Positions in this class series are normally found in County departments with multiple budgets and funding sources and/or with extensive contracting with service providers or community-based organizations.  In addition to the provision of financial services, responsibilities also include performing general administrative services work, planning and conducting analytical studies and overseeing support functions and staff.  Although the work is diverse, all positions are typically characterized by all of the following elements:

 

1.         Independent decision-making.

 

2.         Capacity to present clear oral and written reports to senior managers.

 

3.         Knowledge of governmental financial processes and systems.

 

4.         Ability to conduct financial analysis and formulate financial recommendations; and

 

5.         Limited availability or nature of supervision.

 

This series is distinguished from the Administrative Specialist class series, which has primary responsibility for the provision of more general administrative services in such areas as personnel, purchasing, contracting, budgeting and departmental communications.  It is further distinguished from Senior Financial Services Specialist, which is a skilled, technical specialist class with a primary role in financial strategic planning and policy development.

 

THE VACANCY

The list established from this recruitment may be utilized for this and other future vacancies which may arise within the next year.

 

IDEAL CANDIDATE

In addition to meeting the established minimum qualifications the Ideal Candidate will have the following critical attributes:

 

  • Motivated, self-directed decision maker and problem solver with high standards for quality and attention to detail.
  • Possess strong analytical skills, able to identify and understand complex problems and apply logical thinking and quantitative methods to gathering and analyzing information.
  • Exceptional communication skills, both written and oral, and the ability to communicate with diverse audiences in a variety of contexts.
  • Strong Collaborator with the ability to develop and maintain work relationships with internal staff, departmental leaders and key stakeholders for the purpose of consulting and providing guidance on various budgets and also obtain needed information. 
  • Able to plan, organize, and work on multiple projects and consistently maintain effectiveness even when experiencing changes in work priorities.
  • Keen ability to identify areas where improvement is needed and take action to implement changes to improve current financial work processes and procedures.
  • A savvy user of information systems with the ability to create financial reports and spreadsheets, maintain data models and to assist with and perform financial analysis.

For a complete listing of all essential responsibilities and core competency requirements, please see the comprehensive Financial Services Specialist I Job Specification.

 

MINIMUM QUALIFICATIONS

Either I

Experience:

Equivalent to three years of full-time experience at a level of or higher than the class of Accounting Specialist I in the Alameda County classified service.

 

Completion of the Alameda County Management Academy “Management & Supervision Certificate Program” may substitute for six (6) months of the required qualifying experience.

 

Or II

Education:

Equivalent to graduation from an accredited four-year college or university (180 quarter units or 120 semester units) with major coursework in business or public administration, accounting, economics, financial planning or a field related to the work.  (Additional paraprofessional financial planning and support equivalent to the County’s classification of Accounting Specialist I may be substituted for the education on a year-for-year basis.)

 

Experience:

Financial recordkeeping or technical support work in a fiscal or accounting area is desirable.


NOTE: The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination.

KNOWLEDGE AND SKILLS

NOTE: The level and scope of the following knowledge and abilities are related to duties listed under the "Examples of Duties" section of this specification.

The most suitably qualified candidates will possess the following competencies:

Knowledge of:

  • Principles and practices of governmental budget development and administration.
  • Principles and practices of contract and grant administration.
  • Financial record-keeping and auditing practices.
  • Practices and techniques of administrative analysis and report preparation.
  • Applicable federal, state and local policies and regulations.
  • Computer applications related to the work, such as word processing, data bases and spreadsheets. Proficient in Microsoft Word, Excel, Access and Outlook.
  • Office administrative practices and procedures, including records management and the operation of standard office equipment.

 

Ability to:

  •  Develop and administer multiple budgets.
  • Monitor fiscal transactions and audit fiscal records and documentation.
  • Plan and conduct administrative and operational studies.
  •  Interpret, explain and apply financial regulations, policies and procedures.
  • Direct the work of others on a project or day-to-day basis.
  • Prepare clear and accurate reports, correspondence, procedures and other written materials.
  • Represent the department and the County in meetings with others.
  • Organize and prioritize work and meet critical deadlines.
  • Maintain accurate financial records and audit data.
  • Exercise sound independent judgment within established policies and guidelines.
  • Establish and maintain effective working relationships with those contacted in the course of work.
  • Clearly and effectively communicate, both verbally and in writing; write contract documents, electronic mail, and Board letters to the Board of Supervisors at a professional skill level. 
  • Communicate fluently using the English language to present and request information to/from internal and external customers effectively by phone or in person.  

EXAMINATION COMPONENTS

THE EXAMINATION WILL CONSIST OF THE FOLLOWING STEPS:  1) A review of candidates' applications to verify possession of minimum requirements. Those candidates who possess the minimum requirements for the class will move on to the next step in the examination process; 2) A review of candidates’ Supplemental Questionnaires to select the best qualified applicants to continue in the process; 3) An oral examination which will be weighted as 100% of the candidate's final examination score. The oral examination may contain situational exercises. 

CANDIDATES MUST ATTAIN A QUALIFYING RATING ON EACH PORTION OF THIS EXAMINATION. 

***We reserve the right to make changes to the announced examination components***

Alameda County utilizes a Civil Service Selection System founded on merit.  Such a system is competitive and based on broad recruitment efforts and equal opportunity for qualified applicants to test in an examination process designed to determine the qualifications, fitness and ability of competitors to perform duties of the vacant position.  Many of our recruitments are targeted and specific to the needs of a current vacant position, in which case, the eligible list may be exclusively used for that current vacant position.  Other recruitments many be more broadly used for both current and future vacancies, or for other alternate jobs with comparable scopes of work.

To learn more about our recruitment and selection process, please visit the “What You Need to Know” section of our website, www.acgov.org/hrs.

Selection Plan

Applicants will be informed via email with reasonable notice in advance of any examination process which will require their attendance.  The following dates are tentative and subject to change based on the needs of the Agency:  

TENTATIVE SELECTION PLAN: 

Deadline for Filing

5:00pm, Tuesday, August 15, 2017

Review of Minimum Qualification

August 25, 2017

Supplemental Questionnaire Review for Best Qualified

September 7-8, 2017

Oral Interview Exam

October 4-5, 2017

WE RESERVE THE RIGHT TO MAKE CHANGES TO THE ANNOUNCED RECRUITMENT & SELECTION PLAN

Alameda County and the Human Resource Services Department will make reasonable efforts in the examination and/or selection process to accommodate qualified individuals with disabilities and/or medical conditions in accordance/compliance with the State Fair Employment and Housing Act (FEHA), Federal Americans with Disabilities Act (ADA) Alameda County’s Reasonable Accommodation Policy and applicable statues.  To request an accommodation due to a disability/medical condition during this or other phases of the examination/selection process, please contact the assigned Human Resources Representative listed on the job announcement before the last date of filing. Alameda County requires applicants to provide supporting documentation to substantiate a request for reasonable accommodation. In order to qualify for a reasonable accommodation, applicants must have a disability/medical condition pursuant to the ADA, FEHA and applicable statutes.

For more information regarding our Reasonable Accommodation procedures, please visit our website, www.acgov.org/hrs

 

BENEFITS

Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employee discount, fitness and health screening programs focused on overall well being.  These benefits include but are not limited to*:

For your Health & Welfare Benefits

  • Medical – HMO & PPO Insurance
  • Dental – PPO & DHMO Insurance  
  • Vision
  • Basic Life Insurance 
  • Supplemental Life Insurance (with optional dependent coverage) 
  • County Allowance (Employer Credit)
  • Health Flexible Spending Account
  • Dependent Care Flexible Spending Account
  • Accident, Critical Illness & Hospital Indemnity
  • Employee Assistance Program

For your Financial Future

  • Short-term Disability Insurance
  • Long-Term Disability Insurance
  • Retirement Plan – (Defined Benefit Pension Plan)
  • Deferred Compensation Plan

For your Work/Life Balance

  • 11 paid holidays
  • Vacation and sick leave accrual
  • Vacation purchase program
  • Management Paid Leave**
  • Group Auto/Home Insurance
  • Commuter Benefits Program
  • Group Legal
  • Guaranteed Ride Home
  • Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts)
  • Employee Discount Program (e.g. theme parks, cell phone, etc.)
  • Child Care Resources
  • 1st United Services Credit Union 

*Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement.  This provides a brief summary of the benefits offered and can be subject to change.

** Non-exempt management employees are entitled to up to three days of management paid leave. Exempt management employees are entitled to up to seven days of management paid leave.

Conclusion

All notices related to County recruitments for which you have applied will be sent/delivered via email. Please add @acgov.org and alamedacountyHR@acgov.org as accepted addresses to any email blocking or spam filtering program you may use. If you do not do this, your email blocking or spam filtering program may block receipt of the notices regarding your application for recruitments. You are also strongly advised to regularly log into your County of Alameda online application account to check for notices that may have been sent to you. All email notices that will be sent to you will also be kept in your personal online application account. You will be able to view all of your notices in your online application account by clicking on the "My applications" button on the Current Job Openings page.

Please take the steps recommended above to insure you do not miss any notices about a recruitment for which you have applied. The County of Alameda is not responsible for notices that are not read, received or accessed by any applicant for a County recruitment.

NOTE: All notices are generated through an automated email notification system. Replies to the email box alamedacountyHR@acgov.org are routed to an unmonitored mailbox. All notices are generated through an automated email notification system. If you have questions please go to our website at www.acgov.org/hrs. You may also contact the Human Resources Analyst listed on the job announcement for the recruitment for which you have applied.

Nicole Lewis-Bolton, Human Resources Analyst II

Human Resource Services, County of Alameda

(510) 272-6468 • nicole.lewis-bolton@acgov.org