What are the responsibilities and job description for the Financial Analyst position at Superior Court of California, County of Merced?
JOB
DEFINITION: Under supervision, this confidential, non-exempt, position performs professional financial analysis work; assists with fiscal and strategic analysis; performs analysis, design and implementation of official procedures, processes and systems and performs financial and accounting audits. DISTINGUISHING CHARACTERISTICS: This is the entry and journey level of the Financial Analyst Series. This class is distinguished from the higher level Senior Financial Analyst class in that the latter may lead, train and assign the work of Financial Analysts and Financial Clerks and/or perform the more difficult, specialized and complex duties of the series.
EXAMPLE OF DUTIES
The following duties are normal for this position. The omission of specific statements of the duties does not exclude them from the classification if the work is similar, related or a logical assignment for this classification. Other duties may be required and assigned. Maintains financial and statistical records by posting transactions to journals and ledgers; adjusts accounts according to established procedures; reviews and reconciles accounting data Compiles and analyzes financial and budgetary data, statistics and other information to aid in program monitoring, evaluation planning and improvement as directedComputes obligations, and collects and verifies supporting documentation and approvals for payablesPrepares accounting systems documents (e.g. vouchers, encumbrances, warrants, transfers and checks) for approval and distributionAssists in preparing narrative, graphic and statistical reports with alternative methods for revolving issuesAudits financial accounts and validates expenditure claims; tracks and monitors compliance with budgets, contracts, grants and purchasing according to Judicial Branch guidelines as directedConducts regularly scheduled and year-end closing of account ledgers and booksReceives revenue payments and maintains accurate records of monies receivedAnswers financial inquiries from the public or court staffExpenses payroll; assists with the preparation of sensitive budget information that may be used in employee relations and labor negotiations as directed.Assist with budgeting as directedDistributes fines and fees; makes appropriate journal entries; issues receipts and balances cash drawers as directed; performs technical financial and statistical record keeping; sends adjustment transmittals to the County and/or State of California, when appropriate Other duties as assigned SUPERVISORY DUTIES: NoneWORK HOURSAs directed, per Division needs, including overtime.
SUPPLEMENTAL INFORMATION
Data Utilization: Requires the ability to review, classify, categorize, prioritize, and/or analyze data. Includes exercising discretion in determining data classification, and in referencing such analysis to established standards for the purpose of recognizing actual or probable interactive effects and relationships. Human Interaction: Requires the ability to apply principles of persuasion and/or influence over others in coordinating activities of a project, program, or designated area of responsibility. Equipment, Machinery, Tools, and Materials Utilization: Requires the ability to operate, maneuver, and/or control the actions of equipment, machinery, tools, and/or materials used in performing essential functions. Verbal Aptitude: Requires the ability to utilize a wide variety of reference, descriptive, and/or advisory data, and information. Mathematical Aptitude: Requires the ability to perform addition, subtraction, multiplication, and division; the ability to calculate decimals and percentages; the ability to utilize principles of fractions; and the ability to interpret graphs. Functional Reasoning: Requires the ability to apply principles of influence systems, such as motivation, incentive, and leadership, and to exercise independent judgment to apply facts and principles for developing approaches and techniques to resolve problems. Situational Reasoning: Requires the ability to exercise judgment, decisiveness, and creativity in situations involving the evaluation of information against sensory, judgmental, or subjective criteria, as opposed to that which is clearly measurable or verifiable. Physical Ability: Strength, dexterity, coordination, and vision to use a keyboard, computer monitor, and other office equipment on a daily basis and for extended periods of timeFine finger manipulations, dexterity, and coordination to handle files and single pieces of paperForceful and repetitive gripping, grasping, and pinchingOccasional lifting and carrying of objects weighing up to 20 lbs.Frequent reaching for items on shelves, above, at, and below desk/shoulder levelExert up to 20 lbs. of force occasionally, and/or up to 10 lbs. of force frequently, and/or negligible amount of force constantly to move, torque, twist, push, and pull objectsFrequently sit for extended periods; frequently stand for extended periods; and frequently walk, move, bend, stoop, lift, and stretchAble to move to different locations such as, but not limited to: courtrooms, clerk's office, various departments, other court facilities, and desk assignments based on the operational needs of the CourtAble to traverse inside and outside over uneven ground and pavementPerform repetitive writing, typing, copyingEmployees are regularly required to verbally communicate both in person and by telephoneCorrected hearing and vision to normal range Sensory Requirements: Some tasks require the ability to perceive and discriminate colors or shades of colors, sounds, and visual cues or signals. Some tasks require the ability to communicate orally. Environmental Factors: Essential functions are regularly performed without exposure to adverse environmental conditions.BACKGROUND INVESTIGATIONS: Convictions, depending on the type, number and date, may be disqualifying. Court employees shall be subject to a modified background investigation and fingerprinting. False statements or omission of facts regarding background or employment history may result in disqualification or dismissal.
DEFINITION: Under supervision, this confidential, non-exempt, position performs professional financial analysis work; assists with fiscal and strategic analysis; performs analysis, design and implementation of official procedures, processes and systems and performs financial and accounting audits. DISTINGUISHING CHARACTERISTICS: This is the entry and journey level of the Financial Analyst Series. This class is distinguished from the higher level Senior Financial Analyst class in that the latter may lead, train and assign the work of Financial Analysts and Financial Clerks and/or perform the more difficult, specialized and complex duties of the series.
EXAMPLE OF DUTIES
The following duties are normal for this position. The omission of specific statements of the duties does not exclude them from the classification if the work is similar, related or a logical assignment for this classification. Other duties may be required and assigned. Maintains financial and statistical records by posting transactions to journals and ledgers; adjusts accounts according to established procedures; reviews and reconciles accounting data Compiles and analyzes financial and budgetary data, statistics and other information to aid in program monitoring, evaluation planning and improvement as directedComputes obligations, and collects and verifies supporting documentation and approvals for payablesPrepares accounting systems documents (e.g. vouchers, encumbrances, warrants, transfers and checks) for approval and distributionAssists in preparing narrative, graphic and statistical reports with alternative methods for revolving issuesAudits financial accounts and validates expenditure claims; tracks and monitors compliance with budgets, contracts, grants and purchasing according to Judicial Branch guidelines as directedConducts regularly scheduled and year-end closing of account ledgers and booksReceives revenue payments and maintains accurate records of monies receivedAnswers financial inquiries from the public or court staffExpenses payroll; assists with the preparation of sensitive budget information that may be used in employee relations and labor negotiations as directed.Assist with budgeting as directedDistributes fines and fees; makes appropriate journal entries; issues receipts and balances cash drawers as directed; performs technical financial and statistical record keeping; sends adjustment transmittals to the County and/or State of California, when appropriate Other duties as assigned SUPERVISORY DUTIES: NoneWORK HOURSAs directed, per Division needs, including overtime.
SUPPLEMENTAL INFORMATION
Data Utilization: Requires the ability to review, classify, categorize, prioritize, and/or analyze data. Includes exercising discretion in determining data classification, and in referencing such analysis to established standards for the purpose of recognizing actual or probable interactive effects and relationships. Human Interaction: Requires the ability to apply principles of persuasion and/or influence over others in coordinating activities of a project, program, or designated area of responsibility. Equipment, Machinery, Tools, and Materials Utilization: Requires the ability to operate, maneuver, and/or control the actions of equipment, machinery, tools, and/or materials used in performing essential functions. Verbal Aptitude: Requires the ability to utilize a wide variety of reference, descriptive, and/or advisory data, and information. Mathematical Aptitude: Requires the ability to perform addition, subtraction, multiplication, and division; the ability to calculate decimals and percentages; the ability to utilize principles of fractions; and the ability to interpret graphs. Functional Reasoning: Requires the ability to apply principles of influence systems, such as motivation, incentive, and leadership, and to exercise independent judgment to apply facts and principles for developing approaches and techniques to resolve problems. Situational Reasoning: Requires the ability to exercise judgment, decisiveness, and creativity in situations involving the evaluation of information against sensory, judgmental, or subjective criteria, as opposed to that which is clearly measurable or verifiable. Physical Ability: Strength, dexterity, coordination, and vision to use a keyboard, computer monitor, and other office equipment on a daily basis and for extended periods of timeFine finger manipulations, dexterity, and coordination to handle files and single pieces of paperForceful and repetitive gripping, grasping, and pinchingOccasional lifting and carrying of objects weighing up to 20 lbs.Frequent reaching for items on shelves, above, at, and below desk/shoulder levelExert up to 20 lbs. of force occasionally, and/or up to 10 lbs. of force frequently, and/or negligible amount of force constantly to move, torque, twist, push, and pull objectsFrequently sit for extended periods; frequently stand for extended periods; and frequently walk, move, bend, stoop, lift, and stretchAble to move to different locations such as, but not limited to: courtrooms, clerk's office, various departments, other court facilities, and desk assignments based on the operational needs of the CourtAble to traverse inside and outside over uneven ground and pavementPerform repetitive writing, typing, copyingEmployees are regularly required to verbally communicate both in person and by telephoneCorrected hearing and vision to normal range Sensory Requirements: Some tasks require the ability to perceive and discriminate colors or shades of colors, sounds, and visual cues or signals. Some tasks require the ability to communicate orally. Environmental Factors: Essential functions are regularly performed without exposure to adverse environmental conditions.BACKGROUND INVESTIGATIONS: Convictions, depending on the type, number and date, may be disqualifying. Court employees shall be subject to a modified background investigation and fingerprinting. False statements or omission of facts regarding background or employment history may result in disqualification or dismissal.