What are the responsibilities and job description for the Fiscal Analyst 3 position at City of Philadelphia?
ABOUT THE POSITION
This is advanced level analytical work conducting feasibility studies and research into long range, city-wide fiscal programs or developing multi-year financial forecasts including rates and charges for the Philadelphia International Airport or the Water Department. Employees in this class perform assignments within areas of immediate import to City financial administration. The employee in the Airport Assignment has primary responsibility for analyzing revenues, managing the ongoing development of financial models and forecasting Airport financial activity. The employee in the Water Fiscal Assignment has primary responsibility for the ongoing development of financial models and forecasting Water financial activity and rate case support and rate implementation, for city, retail and wholesale customers. The employee in the Water Grants Administrator Assignment has the primary responsibility for applying for funding from federal and state agencies and serves as the point of contact for City departments, Water Department grant consultants, and federal and state agencies regarding all matters related to grant administration and management. Employees in this class may supervise a small staff of lower level fiscal and analytical personnel. Employee perform a consultative service used by the City’s chief financial administrator in taking action and provides decision support and insights in relation to key financial projections. Work is performed under the general direction of an administrative superior.
This is advanced level analytical work conducting feasibility studies and research into long range, city-wide fiscal programs or developing multi-year financial forecasts including rates and charges for the Philadelphia International Airport or the Water Department. Employees in this class perform assignments within areas of immediate import to City financial administration. The employee in the Airport Assignment has primary responsibility for analyzing revenues, managing the ongoing development of financial models and forecasting Airport financial activity. The employee in the Water Fiscal Assignment has primary responsibility for the ongoing development of financial models and forecasting Water financial activity and rate case support and rate implementation, for city, retail and wholesale customers. The employee in the Water Grants Administrator Assignment has the primary responsibility for applying for funding from federal and state agencies and serves as the point of contact for City departments, Water Department grant consultants, and federal and state agencies regarding all matters related to grant administration and management. Employees in this class may supervise a small staff of lower level fiscal and analytical personnel. Employee perform a consultative service used by the City’s chief financial administrator in taking action and provides decision support and insights in relation to key financial projections. Work is performed under the general direction of an administrative superior.
Union Code
N. Non-Represented
FLSA Code
Exempt
Application Procedures
CITY OF PHILADELPHIA APPLICATION INFORMATION
Thank you for your interest in employment with the City of Philadelphia. Please refer to the important information below regarding this job opportunity.
1. You must complete the entire application process, provide accurate and up to date contact information, and submit all certifications, required licenses, and relevant documentation with each application or email the documents as an attachment to the Human Resources Representative listed below prior to the date of the exam.
2. The analyst responsible for reviewing applications and additional documentation for this job opportunity is:
Charlene B. Clark-Smith
City of Philadelphia
Office of Human Resources
1401 JFK Boulevard, Room 1530
Philadelphia, PA 19102
Phone 215-686-3159
Fax 215-686-2347
Email Charlene.clark@phila.gov
3. For all other inquiries please contact Customer Service at 215-686-0880 or email hrhelpdesk@phila.gov.
Thank you for your interest in employment with the City of Philadelphia. Please refer to the important information below regarding this job opportunity.
1. You must complete the entire application process, provide accurate and up to date contact information, and submit all certifications, required licenses, and relevant documentation with each application or email the documents as an attachment to the Human Resources Representative listed below prior to the date of the exam.
2. The analyst responsible for reviewing applications and additional documentation for this job opportunity is:
Charlene B. Clark-Smith
City of Philadelphia
Office of Human Resources
1401 JFK Boulevard, Room 1530
Philadelphia, PA 19102
Phone 215-686-3159
Fax 215-686-2347
Email Charlene.clark@phila.gov
3. For all other inquiries please contact Customer Service at 215-686-0880 or email hrhelpdesk@phila.gov.
Minimum Requirements
Minimum Training, Education & Experience
The following statement represents the minimum training and experience standards which will be used to admit or reject applicants for tests.
ANTICIPATED ELIGIBILITY:
Candidates who meet the minimum requirements listed below within three months of the application deadline (by 3/22/25) will be admitted to this examination. Candidates cannot be appointed or hired until they meet all requirements.
1. CIVIL SERVICE STATUS - Presently employed by the City of Philadelphia with permanent Civil Service status in the Water Department with a performance rating of Satisfactory or higher.
AND
2. EDUCATION: Completion of a Master’s degree program at an accredited college or university with major coursework in Accounting, Finance, Business Administration or a closely related field.
AND
Option 1:
GENERAL EXPERIENCE: Three years of experience performing research in and analyzing long range fiscal plans and programs or budgets, or in the preparation and analysis of the final financial statements.
AND
SPECIFIC EXPERIENCE: Two years of experience as a Budget Analyst 2 in the Finance Department performing fiscal analysis of the policies and administration of a governmental jurisdiction, large business enterprise, or research group, or in the supervision of an accounting staff engaged in analyzing, recording, and reporting on all municipal accounting transactions.
OR
Option 2:
GENERAL EXPERIENCE: Three years of experience performing accounting or financial analysis work.
AND
SPECIFIC EXPERIENCE:Two years of experience performing financial analysis work which has included using financial models to forecast and recommend rate structures and create annual operating plans as a Fiscal Analyst 2 or Utility Financial Analyst or one year of experience performing technical budget work planning, developing, analyzing, and maintaining a comprehensive budget program as a Budget Officer 2.
ANTICIPATED ELIGIBILITY:
Candidates who meet the minimum requirements listed below within three months of the application deadline (by 3/22/25) will be admitted to this examination. Candidates cannot be appointed or hired until they meet all requirements.
1. CIVIL SERVICE STATUS - Presently employed by the City of Philadelphia with permanent Civil Service status in the Water Department with a performance rating of Satisfactory or higher.
AND
2. EDUCATION: Completion of a Master’s degree program at an accredited college or university with major coursework in Accounting, Finance, Business Administration or a closely related field.
AND
Option 1:
GENERAL EXPERIENCE: Three years of experience performing research in and analyzing long range fiscal plans and programs or budgets, or in the preparation and analysis of the final financial statements.
AND
SPECIFIC EXPERIENCE: Two years of experience as a Budget Analyst 2 in the Finance Department performing fiscal analysis of the policies and administration of a governmental jurisdiction, large business enterprise, or research group, or in the supervision of an accounting staff engaged in analyzing, recording, and reporting on all municipal accounting transactions.
OR
Option 2:
GENERAL EXPERIENCE: Three years of experience performing accounting or financial analysis work.
AND
SPECIFIC EXPERIENCE:Two years of experience performing financial analysis work which has included using financial models to forecast and recommend rate structures and create annual operating plans as a Fiscal Analyst 2 or Utility Financial Analyst or one year of experience performing technical budget work planning, developing, analyzing, and maintaining a comprehensive budget program as a Budget Officer 2.
Physical & Medical Requirements
Ability to physically perform the duties and to work in the environmental conditions required of a position in this class.
Required Licenses & Certifications
Must be able to pass and maintain Security Identification Display Area (SIDA) clearance at the time of appointment and during tenure of employment as a Fiscal Analyst 3 for the Airport Assignment.
Other Requirements
DOCUMENTATION REQUIREMENTS
Candidates MUST submit a copy of their College Transcript.
It is an absolute requirement that you provide this documentation by January 31, 2025. It is optional whether you provide this documentation by attaching it to this application or submitting via email, postal mail, or fax. Your options are further explained below:
Option 1 – Upload an official copy of your documentation and attach to this application
You may upload the documentation into your account and attach to this application. Once uploaded to your account, the documentation may be attached to all future applications. This will save you time and money if you apply for an examination in the future. This also ensures that your documentation will not be misplaced.
Your documentation should be uploaded and attached to your application before it is submitted. It cannot be uploaded or added to your application electronically after your application has been submitted.
Option 2 – Submit an official copy of your documentation via email, mail or fax
If you submit the required documentation via email, mail or fax, it will be used for this application only. You will have to submit the documentation again whenever you apply for an examination in the future. Copies of the documentation will not be retained and will not be returned to applicants.
Email: Charlene.clark@phila.gov
Fax: 215-686-2347 with ATTN: Charlene Clark-Smith
Charlene B. Clark-Smith
City of Philadelphia
Office of Human Resources
1401 JFK Boulevard, Room 1530
Philadelphia, PA 19102
Phone 215-686-3159
Equivalency Statement(s)
Any equivalent combination of education and experience determined to be acceptable by the Office of Human Resources which has included a Bachelor’s Degree with major coursework in Accounting, Finance, Business Administration or a closely related field and the specific experience.
Application Details
Notes to Applicants
The City of Philadelphia is a Public Service Loan Forgiveness Program-qualified employer.
Learn more here: https://studentaid.gov/manage-loans/forgiveness-cancellation/public-service
The City of Philadelphia is an Equal Opportunity Employer and does not permit discrimination based on race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, source of income, familial status, genetic information or domestic or sexual violence victim status. If you believe you were discriminated against, call the Philadelphia Commission on Human Relations at 215-686-4670 or send an email to faqpchr@phila.gov. For more information, go to: www.phila.gov/humanrelations.
The City of Philadelphia is committed to ensuring access to Civil Service examinations by providing appropriate accommodations for candidates with documented medical or religious reasons. Candidates may request an accommodation for a Civil Service examination by contacting the Office of Human Resources at 215-686-2350 or by email at janine.labletta@phila.gov. The accommodation process is interactive and requires cooperation and communication between the applicant requesting a test accommodation and OHR. Decisions will be made on a case-by-case basis using the required documentation that is submitted. Requests are to be made in a timely manner prior to the scheduled date of the Civil Service examination.
Only an online application will be accepted for this exam. Paper applications will not be accepted.
Computers are available in the 3-1-1 Walk-In Center located in Room 167 of City Hall (Weekdays from 9 AM to 5 PM) and at your local Philadelphia Free Library branch.
For inquiries regarding City employment, contact the Office of Human Resources Monday through Friday between 8 AM and 4 PM by telephone at 215-686-0880 or by email at hrhelpdesk@phila.gov.
ALL Applications must be received by the end of business on December 22, 2024.
Your application will be rejected, and you will be disqualified from competing in this examination if you:
ALL Applications must be received by the end of business on December 22, 2024.
Your application will be rejected, and you will be disqualified from competing in this examination if you:
- Do not provide your complete and accurate social security number.
- Attempt to practice fraud or deception in the preparation of this application.
All correspondence and notifications will be sent to your e-mail address or postal address listed in the contact information (address, phone #, e-mail) of your account profile. Your contact information will be automatically updated each time you submit an application for employment. It is your responsibility to change your contact information and to ensure that it is correct.
If you provide an e-mail address, all correspondence regarding this examination will be sent to you by e-mail. You should add Phila.OHR@phila.gov to your address book or list of trusted contacts to prevent notices from being marked as spam by your e-mail provider.
Please call the Office of Human Resources at 215-686-0880 or email hrhelpdesk@phila.gov if you have any questions.
Information concerning employment with the City of Philadelphia may be found on various social media sites. We can be found as Philadelphia Office of Human Resources. The pages for each are linked below:
Facebook
Twitter
Youtube
NextDoor
ELIGIBLE LIST: DEPARTMENTAL-ONLY PROMOTIONAL
ELIGIBLE LIST: DEPARTMENTAL-ONLY PROMOTIONAL
Only a departmental promotional eligible list for the Philadelphia Water Department will be established as a result of the examination.
Candidates who pass the exam and are placed on the civil service list will be retained on the list for a minimum of one year and a maximum of two years after the establishment of the Eligible List.
Candidates who pass the exam and are placed on the civil service list will be retained on the list for a minimum of one year and a maximum of two years after the establishment of the Eligible List.
PREFERENCE FOR PHILADELPHIA RESIDENTS
Candidates who have maintained a bona fide residence in Philadelphia for at least one year prior to the date of the civil service examination shall have priority over all other persons receiving an identical test score. For Training and Experience evaluations, in which applicants will not be asked to appear to take a scheduled examination, the residency preference eligibility date is the planned eligible list date listed on this application, February 3, 2025.
To receive such preference, candidates must respond to the question regarding residence later in this form.
The response on this application will be used to determine eligibility for preference for residents. Documentation of residence may be required if there is any question as to whether you meet the residency preference requirements.
If an applicant does not respond to the appropriate residence question, it will be assumed that the applicant does not qualify for residence preference. Eligibility for residence preference must be determined by the date of the test administration. No requests for residence preference will be granted after the test administration.
Projected Exam Date
TRAINING AND EXPERIENCE EVALUATION
Applicants will be evaluated and scored based upon their training and experience credentials.
Applicants will not be asked to appear to take a scheduled examination.
Applicants will not be asked to appear to take a scheduled examination.
Scores in the Training and Experience Evaluation will be based on documentation of education and experience provided by the candidate. To receive full credit for your education and experience, you should submit all relevant documentation including college transcripts, licenses, certifications, paid out-of-class documentation, etc., and provide a detailed description of your education, experience, and credentials.
An Eligible List is planned for the week of February 3, 2025. Please note that this date may change.
An Eligible List is planned for the week of February 3, 2025. Please note that this date may change.
Test Review
In accordance with Civil Service Regulation 9.091D, candidates may review their answer sheets and other test papers to determine if they have been scored correctly or if there has been an irregularity in the administration of the examination. Candidates will have 30 days after the results have been mailed to review their test and to file a written appeal. Call 215 686-0880 if you wish to schedule a test review.
Assigned to (view only)
Assigned to
Charlene Clark
Parts & Weights
Part
Training & Experience Evaluation
Weight
90%
Part
Seniority Rating
Weight
10%
