Financial Analyst I/II

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DEFINITION 
Under general direction, provides responsible analytical duties and complex staff support in the Finance Department; coordinates, oversees, and participates in assigned finance service areas, programs, and/or functions; participates in financial policy development and planning; develops, summarizes, and maintains administrative and fiscal records; coordinates assigned activities with other divisions, outside agencies, and the general public; and performs related duties, as assigned. 

SUPERVISION RECEIVED AND EXERCISED 
Receives general direction from assigned supervisory or management personnel.   Exercises direct and general supervision over assigned staff.
 
CLASS CHARACTERISTICS 
Financial Analyst I:  This is the entry-level classification in the Financial Analyst series.  Initially under close supervision, incumbents learn City financial systems, operations, practices, and procedures.  As experienced is gained, assignments become more varied and are performed with greater independence.  Assignments may vary with the skill and training of the incumbent.  Positions at this level usually perform most of the duties required of the positions at the II-level, but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods. Successful performance of the work requires thorough knowledge of governmental accounting practices and procedures, fund accounting, and fiscal management.
 
Financial Analyst II:  This is the journey-level classification in the Financial Analyst series.  Positions at this level are distinguished from the I-level by the performance of the full range of duties as assigned, working independently, and exercising judgment and initiative.  Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit.  Work is normally reviewed upon completion and for overall results. Successful performance of the work requires thorough knowledge of governmental accounting practices and procedures, fund accounting, and fiscal management.
 
Positions in the Financial Analyst class series are flexibly staffed and positions at the II-level are normally filled by advancement from the I-level after gaining the knowledge, skill, and experience which meet the qualifications for and after demonstrating the ability to perform the work of the higher-level class. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only)
Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job.

• Plans, organizes, assigns, supervises, and reviews the work of assigned staff. 
• Participates in the development and implementation of goals, objectives, policies, and priorities for assigned programs; recommends and administers policies and procedures.
• Evaluates employee performance, counsels employees, and effectively recommends initial disciplinary action; assists in selection and promotion.
• Perform a variety of professional accounting and budgeting duties in support of departments within City government, including purchasing, accounts payable, capital assets, investments and budget preparation, utilities, and internal service operations.
• Prepare complex statistical and narrative reports to provide financial information.  
• Assure compliance with established accounting policies, generally accepted accounting principles for municipal enterprises and governments, and applicable laws, rules, and regulations. 
• Perform routine fiscal and program analyses and make appropriate recommendations to supervisors.
• Serve as a resource for other staff on various accounting and budgeting inquiries, including purchasing, financial and/or grant policies and procedures and budget adjustments.
• Participates in and assumes responsibility for various departmental programs including purchasing, financial statements, general ledger, monthly statements, and special projects accounting; conducts and prepares special studies and reports. 
• Records and maintains appropriate controls for fixed assets, including City-owned vehicles and land; assists in the City's purchase orders and accounts payable system, auditing and financial analysis, grant accounting, and special reports. 
• Assists in the preparation for annual audits. 
• Assists with investments, portfolio management, and cash management. 
• Attends meetings, conferences, workshops, and training sessions, and reviews publications to remain current on principles, practices, and new developments in the field of accounting.
• Performs other related duties as assigned.

Knowledge of:

• Principles and practices of employee supervision, including work planning, assignment, review and evaluation, discipline, and the training of staff in work procedures.
• Principles and practices of leadership.
• Modern principles, practices, and methods of public and governmental purchasing, accounting and financing, including program budgeting and auditing and their application to municipal operations. 
• General principles and practices of data processing and its applicability to accounting and municipal operations. 
• Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to municipal financial operations.
• Principles and practices of business organization and public administration. 
• Record keeping principles and procedures.
• Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.
• The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
• Modern equipment and communication tools used for business functions and program, project, and task coordination.
• Computers and software programs (e.g., Microsoft software packages) to conduct, compile, and/or generate documentation.

 
Ability to:

• Select and supervise staff, provide training and development opportunities, ensure work is performed effectively, and evaluate performance in an objective and positive manner. 
• Assist in developing and implementing goals, objectives, practices, policies, procedures, and work standards.
• Analyze financial data and draw sound conclusions. 
• Prepare clear, complete, and concise financial statements and reports. 
• Make accurate arithmetic, financial, and statistical computations.
• Enter and retrieve data from a computer with sufficient speed and accuracy.
• Establish and maintain a variety of filing, record-keeping, and tracking systems.
• Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.
• Learn and understand the organization and operation of the City and of outside agencies as necessary to assume assigned responsibilities.
• Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.
• Effectively use computer systems, software applications, and modern business equipment to perform a variety of work tasks.
• Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
• Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
• Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. 

 
Education and Experience:
Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying.   A typical way to obtain the required qualifications would be:
 
Financial Analyst I & II: Equivalent to a bachelor’s degree in accounting, finance, economics, or a related field.

Financial Analyst I: Two (2) years of experience performing duties related to administrative and financial analysis and staff support, preferably in a municipal or public sector setting.

Financial Analyst II: Four (4) years of experience performing duties related to administrative and financial analysis and staff support at a level equivalent to the City’s class of Financial Analyst I, two (2) years of which must have been in a municipal or public sector setting.
 
Licenses and Certifications:

• Possession of, or the ability to obtain, a valid Class C California driver’s license upon appointment.
• May be required to complete National Incident Management System (NIMS) Training. 

PHYSICAL DEMANDS 
Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone.  Standing in and walking between work areas is frequently required.   Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment.  Positions in this classification frequently bend, stoop, kneel, and reach to perform assigned duties, as well as push and pull drawers open and closed to retrieve and file information.  Employees must possess the ability to lift, carry, push, and pull materials and objects up to 10 pounds with the use of proper equipment. 
 
ENVIRONMENTAL CONDITIONS 
Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances.  Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
 
WORKING CONDITIONS 
N/A

DISASTER SERVICE WORKER 
All City of Tracy employees are, by State and Federal law, Disaster Service Workers.  The roles and responsibilities for Disaster Service Workers are authorized by the California Emergency Services Act and are defined in the California Labor Code.  In the event of a declaration of emergency, any employee of the City may be assigned to perform activities which promote the protection of public health and safety or the preservation of lives and property.  Such assignments may require service at locations, times, and under conditions that are significantly different than the normal work assignments and may continue into the recovery phase of the emergency.  If a “Local Emergency” is declared during the employee’s shift, employees will be expected to remain at work to respond to the emergency needs of the community.  If a “Local Emergency” is declared outside of the employee’s shift, employees must make every effort to contact their direct supervisor or department head to obtain reporting instructions as Disaster Service Workers.

Salary : $87,376 - $122,134