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BUDGET & REPORTING MANAGEMENT ANALYST / SENIOR MANAGEMENT ANALYST (DOQ)

City of San Marcos, CA
San Marcos, CA Full Time
POSTED ON 3/4/2025
AVAILABLE BEFORE 6/4/2025

Salary : $76,161.84 - $113,773.17 Annually

Location : 1 Civic Center Drive San Marcos, CA

Job Type : Full Time

Remote Employment : Flexible / Hybrid

Job Number : 2025 - 19

Department : Finance

Opening Date : 02 / 27 / 2025

Closing Date : 3 / 26 / 2025 4 : 00 PM Pacific

FLSA : Non-Exempt

SUMMARY DESCRIPTION

Are you a data and spreadsheet guru ready to discover where your talents can take you next? Discover just how bright your future can be in San Marcos! The City of San Marcos is looking for a top-notch b udget and reporting management analyst to join our close-knit Finance Team. We're looking for someone with big ideas, who will continue raising the bar and keep our team striving for innovation. This is your chance to join an exceptional agency at an extraordinary time!

San Marcos, California is distinct for our :

  • Entrepreneurial approach of a real estate portfolio
  • Growth rate of median household incomes outpacing the region. with access to high quality schools and safe environments.
  • Multiple higher education and healthcare institutions - Known as the education hub of North County.
  • Love of the outdoors and values community - With miles of beautiful parks & trails, great restaurants and plenty places to shop, San Marcos has everything you need to enjoy life.

THE RIGHT PERSON

We want a budget and reporting management analyst with tenacity and vision to continue the Finance Department's innovative approach to fiscal management and help streamline how we do business. This person is a continuous learner and analytical thinker who always tries to understand a situation or problem and find solutions. It's paramount this person knows and respects government finance regulations, but we'd also like you to bring your ideas and fresh perspective to achieve new heights of financial success while utilizing data analysis to portray the narrative of our business, using Excel and other planning platforms, as your canvas.

To join our team, you will need to :

  • Be a vocal team member who is always willing to share your ideas of how the City can cut red tape, work smarter, and stay ahead of the curve so that our City meets and exceeds its goals
  • Be a dedicated team player - you thrive in a collaborative environment and enjoy learning from your peers within and outside the department. You believe that success of a team comes when a team always supports one another and lives by the ideology that no task is too small.
  • Use your analytical and investigative skills to solve complex problems and help City departments achieve their goals by using data to drive decision making.
  • Use your high level of customer service skills and creative thinking to develop reporting tools for departments to successfully manage their department funds, projects, and other processes.
  • Be comfortable assisting in monitoring multiple budgets simultaneously across different projects or funds by creating or maintaining reports showing expenditure and revenue trends.
  • Use data analytics and business intelligence to help streamline reporting and other processes for City departments.
  • Be comfortable with pivoting and changing priorities to successfully deliver projects with varying deadlines.
  • Be a self-starter who brings new ideas to the table and runs with it.
  • Have a passion for gathering data and transforming it from raw into a finished product with a compelling narrative to inform important community decisions.
  • Depending on qualifications and experience of the applicants, this recruitment is being flexibly advertised for the range of Management Analyst or Senior Management Analyst. There is one vacancy.

    To review the Management Analyst job descriptions, including technical aptitude and requirements, please click on the links below :

  • 76,162 - $99,374 annual salary
  • 87,198 - $113,773 annual salary
  • THE RIGHT PLACE

    Just minutes away the Pacific Ocean, San Marcos is emerging as one of San Diego County's most desirable communities, with top-ranked schools and California's newest state university. With multiple beaches and epic year-round weather, the recreation opportunities are endless. Our economy continues to grow as people discover that San Marcos is a great place to live, work and play. This position will allow you to be an integral part of shaping the City for generations.

    In San Marcos, you can :

  • Explore our 47 beautiful parks, which add more than 300 acres of open space Trek 63 miles of trails through some of area's most scenic vistas
  • Learn at any one of the six educational institutions
  • Celebrate the community spirit at more than 50 annual events Dine at more than 240 restaurants and breweries
  • THE RIGHT PERKS

    The budget and reporting management analyst will inherit a city that is fiscally strong with solid reserves and a benchmark of excellence in managing our finances. There are exciting opportunities available for a dynamic employee who is open to innovative concepts and willing to bring fresh ideas to an established and well-functioning team. We are committed to work / life balance and offer desirable perks including :

  • Earn a competitive salary
  • A Hybrid schedule for the department with Monday's and Thursday's remote (eligible after probationary period).
  • Gain generous health benefits (all medical premiums employer paid at 90%)
  • Enjoy ample time off (14 paid holidays, 96 hours of sick leave, 80 hours of vacation leave)
  • Cell phone allowance or City issued cell phone
  • Popular 9 / 80 work schedule with every other Friday off
  • Participate in the CalPERS retirement system (Classic members 2% @ 55, PEPRA members 2% @ 62) and Social Security
  • Please view the Benefits tab to learn more about the benefits offered with this position.
  • Core Values and Expectations : At the City of San Marcos, we uphold a set of core values that guide our work culture and decision-making processes. In this role, you will be expected to demonstrate the following values :

  • Be Problem Solvers (Customer Service) :
  • Actively identify and resolve issues to exceed customer expectations. Anticipate and address problems quickly to provide effective solutions.
  • Be Good Partners (Teamwork) :
  • Collaborate across departments and with external partners to create mutually beneficial solutions that meet the needs of all stakeholders.
  • Fiscal Responsibility (Operate like an Efficient Business) :
  • Make informed decisions with an emphasis on efficiency, always considering the financial impact to ensure the City's long-term fiscal health.
  • Build to Last (Professionalism) :
  • Maintain a high standard of work, ensuring that decisions and actions are sustainable and beneficial for the City in the long run.
  • Recruitment timeline :

    Applications accepted through : 4pm, March 26, 2025

    First Interview : Week of April 7, 2025

    Second Interview : Week of April 14, 2025

    EDUCATION AND EXPERIENCE

    Management Analyst :

    Education / Training : A bachelor's degree from an accredited college or university with major course work in business administration, public administration, economics, or a related field, is preferred. However, equivalent experience, certification, licensure and / or education will be considered in lieu of a degree.

    Experience : Two - three years of increasingly responsible professional-level administrative, analytical, and / or budgetary experience related to assigned area. Experience in administering programs in a governmental jurisdiction is highly desirable.

    Senior Management Analyst :

    Education / Training : A bachelor's degree from an accredited college or university with major course work in business administration, public administration, economics, or a related field, is preferred. A master's degree is highly desirable. However, equivalent experience, certification, licensure and / or education will be considered in lieu of a degree.

    Experience : Five years of increasingly-responsible professional-level administrative, analytical, and / or budgetary experience related to assigned area. Experience in administering programs in a governmental jurisdiction is highly desirable.

    Holidays - The City observes fourteen (14) paid holidays that include eleven (11) specifically designated days as recognized by the State of California and three (3) floating holidays.

    Vacation Leave - A new employee will accrue eighty (80) hours of vacation per calendar year for the first five years of service (one hundred, twenty (120) hours for years five through ten, one hundred, sixty (160) hours for years eleven through fifteen and two hundred (200) hours after fifteen years). Vacation accrual begins immediately; however, a new employee is not eligible to take vacation leave until the completion of six (6) months of service with the City.

    Sick Leave - A new employee will earn ninety-six (96) hours of sick leave each year.

    Bereavement Leave - Employees are eligible to use up to 40 hours of bereavement leave per fiscal year.

    Group Health Insurance Program - A new employee will become a member of one of the City's group health plans (Aetna HMO, Aetna AVN HMO, Aetna PPO, or Kaiser HMO) effective the first day of the month following their date of hire. The City will pay 90% of the health care premium and employees will pick up 10% of the premiums of the plan they select.

    Voluntary Dental / Vision Insurance Programs - The City offers two voluntary dental insurance programs, an HMO program and a PPO Program, as well as a voluntary vision insurance program.

    Section 125 Flexible Spending Account - All employees are eligible to participate in the City's Section 125 Flexible Spending Account plan administered by Benefit Coordinators Corporation (BCC). This is an IRS-approved plan which enables you to have withheld from your paycheck an amount to cover eligible dependent care, and certain eligible medical expenses without being subject to federal income or social security tax on the income used to pay for these benefits.

    Retirement - The City participates in both the Social Security (FICA) and the California Public Employees' Retirement Systems (CalPERS). The City currently contracts with CalPERS for the 2% at 55 benefit formula, Post-Retirement Survivor Allowance, and 3 year average final pay for CLASSIC members and 2% at 62, Post-Retirement Survivor Allowance, and 3 year average final pay for PEPRA (new) members. Employees will contribute 7% or 6.5% towards CalPERS, depending whether a classic or new member.

    Retiree Health Savings (RHS) - All employees participate in a Retiree Health Savings plan through the ICMA Retirement Corporation.

    Bilingual Pay : A stipend of $100 per month will be paid to those employees utilizing their bilingual skills in the performance of their duties.

    Additional Benefits - The City offers additional benefits such as short and long-term disability, group life insurance, accidental death and dismemberment insurance, employee benefit allocation program and workers' compensation insurance.

    Do you have at least 3 years of experience monitoring multiple projects and / or fund budgets of increasing complexity?

    Describe your experience with utilizing data reports to monitor budgets, financial data, business trends, variances, or other analytical tasks.

    Provide an example of a time when you created a report to make a data-driven decision or streamline your job duties.

    Describe your level of expertise with Microsoft excel or google sheets. What features and functions do you utilize on a regular basis?

    Explain an example of how you are a dedicated team member. How do you ensure a positive team atmosphere?

    Required Question

    Salary : $76,162 - $113,773

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