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Senior Financial Analyst

Organization: City of Placentia
Date Posted: 2/6/2020
Date Needed: 2/28/2020
City: Placentia
Location: California
Country: United States
Primary Category: Admin/Budget/Financial
Salary: $94,630.00 yearly
Type of Position: Full-Time
Education Requirement: Bachelor's
Experience Requirement: 3-5 years

Description & Details

SALARY: $37.43 - $45.50 Hourly
$6,487.70 - $7,885.85 Monthly
$77,852.47 - $94,630.16 Annually

 Under general supervision, performs complex work involving the examination and analysis of
accounting and financial data with major focus on budget preparation and auditing of internal controls.

The Senior Financial Analyst is subject to recurring work situations with occasional variations from the norm. It involves a high degree of complexity. The Senior Financial Analyst operates from established and well-known procedures independently with minimal supervision.

The duties listed below are intended only as illustrations of the various types of work that may be
performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to this class.

1. Coordinates the preparation and administration of the operating budget, the capital
improvement budget, the mid-year budget amendment, and other amendments as required.
Duties include but are not limited to developing timelines, preparing forms and procedures,
working with departments to develop their budgets, preparing the labor budget, analyzing budget requests, preparing preliminary and final documents, and coordinating entry of data into
the City's financial system.

2. In conjunction with the Finance Director, forecasts the City's revenue sources. Leads expenditure forecasting based on current and forecasted economic trends and historical trends. Performs fund analysis.

3. Completes implementation of OpenGov transparency software. Updates and maintains the data.

4. Monitors and reports daily cash balances. Performs the monthly bank reconciliation and prepares the Treasurer's Report.

5. Prepares financial forecasts for use in developing short and long-term financial plans and advises others on those findings.

6. Reviews other departments' staff reports and fiscal impact statements. Creates budget
resolutions if needed.

7. Assesses fiscal impacts of proposed alternative budget policy; new federal, state and local
legislation; and administrative actions. Advises staff and elected officials on those findings.

8. Analyzes, evaluates and summarizes complex and technical financial and management records for accuracy and conformance to procedures, rules and regulations.

9. Maintains financial and statistical databases and prepares statistical reports.

10. Prepares quarterly financial status reports and presents to the City Council. Identifies variances and coordinates corrective action with departments or finance staff if needed.

11. Prepares the ten-year financial forecast.

12. Prepares adjusting journal entries to general ledger to reflect accurate accounting and
distribution of income and expenses to appropriate accounts.

13. Assists with the completion of the City's Comprehensive Annual Financial Report (CAFR) and
annual financial reports.

14. Makes recommendations and assists with the development and implementation of internal
controls and accounting policies and procedures. Performs random audits of internal controls.

15. Prepares and hosts monthly meetings with budget liaisons for revenue and expenditure

16. Assists with accounting software transition and future updates.

17. Assists with the completion of the annual audit.

18. Assists with Reserve Policy tracking and reporting.

19. Other duties as assigned.

Assesses fiscal impact of development projects within the City's service and revenue areas.
Adds or makes changes to existing account structure including new classifications, account title
changes, summary account changes, etc.
May make public presentations before Council and at public meetings.
Serves on and participates in various employee committees.

Knowledge of City government organization, functions, policies, and rules and regulations;
modern principles and practices of public finance administration, to include budget preparation
and control and revenue projection principles. Proficient computer skills including but not limited to Microsoft Office products and financial operating software systems and databases.

Ability to accurately interpret and apply federal, state and local policies, laws and regulations.
Accurately analyze problems, identify alternative solutions, project consequences of proposed
actions and implement recommendations in support of goals. Maintain accurate financial records.
Read, interpret documents, and calculate figures. Research system errors or omissions and coordinate corrective action.Understand, interpret and efficiently carry out complex oral and written instructions. Work independently from general instructions and broad work expectations.
Work efficiently in a fast-paced work environment subject to occasional interruptions. Organize and manage multiple priorities to achieve maximum efficiency and to meet deadlines. Demonstrate strong attention to detail. Maintain effective work relationships with others. Exercise discretion in confidential matters. Apply effective written and oral communication skills to explain, clarify, analyze and resolve sensitive and/or complex accounting information. Utilize computers, databases and related software and automated equipment to produce worksheets and reports.
Recognize occupational hazards and utilize standard safety procedures.

A typical way of obtaining the knowledge, skills and abilities outlined above is a bachelor's degree in Accounting or a closely related field AND four years increasingly responsible professional accounting experience or a combination of experience and training that provides the candidate with the knowledge and skills to perform the job. Municipal accounting or budgeting experience preferred.


Schedule The City operates on a "4/10" work schedule.

Retirement PERS 2% at 60 with a 7% employee contribution (classic); 2% at 62 with a 6.25% employee contribution (new members). The City of Placentia does not participate in Social Security.

Educational Incentive Pay -  2% for Associates, 4% for Bachelors, and 6% for Masters Degree.

Telecommunications Allowance$75 a month provided.

Health Insurance The City provides up to $1,877 per month to purchase health insurance through the CalPERS Health Benefits program. Medical opt out also available. 

Dental & Vision Insurance  - Fully paid plan for dental and vision insurance.

Life InsuranceFully paid life insurance policy equal to annual salary. Additional life insurance may be purchased with the employee paying for the premium.

Disability InsuranceFully paid short-term and long-term disability insurance policies.

Bilingual Pay - An additional pay of $175 per month.

Flexible Spending AccountEmployees may contribute to a Section 125 Flexible Spending Account on a voluntary basis.

College Savings PlanEmployees may contribute to a section 529 plan which is designed to encourage saving for future college costs.

Deferred CompensationEmployees may contribute to a deferred compensation plan on a voluntary basis.

Holidays 13 paid holidays per year.

Paid Time Off (Vacation)80 hours per year; increases to 120 hours after 3 years of service.

Alternative Health & Wellness (Sick Leave)96 hours per year; this program includes an incentive of up to $1,250 per fiscal year.

Management Leave Up to 80 hours per year.

Holiday ClosureCity Hall is closed annually between Christmas Eve and New Year's Day (48 hours in 2019-2020); (48 hours in 2020-2021).

How to Apply / Contact
Complete employment applications must be submitted online at    Applications  must  be  accompanied  by  a cover   letter   and   resume   describing   experience,   education,   and   training   in   
relation   to   the requirements  of  the  position,  however,  resumes  will  not  be  accepted  
in  lieu  of  a  City  employment application.   Applications will be accepted on a continuous 
basis until a sufficient number of qualified applications have been received. The deadline for the 
first review of applications is on FEBRUARY 28, 2020.   Applicants are encouraged to apply 
early and those that apply after the first review are not guaranteed to be considered for this 
recruitment. This recruitment may close at any time without notice after the first review date.
Applications, as well as responses to the supplemental questionnaire, will be reviewed by the Human Department and Finance Department. Applicants that possess the most recent and pertinent qualifications  will  be  invited  to  continue  in  the  selection  process,  which  may  include a  written examination and/or oral interview. Successful applicants will be invited back for a department interview.

The City of Placentia is an equal opportunity employer and does not discriminate on the basis of 
race, color, gender, age, ancestry, national origin, political or religious affiliation, sexual 
orientation, marital status,  other  non-job  related  physical  or  mental  disability,  medical  
condition,  or  other  functional imitation in employment or the provision of service. The City is 
committed to making its programs, services  and  activities  accessible  to  individuals  with  
qualified  disabilities.  If  you  require  reasonable accommodations  to  complete  the  employment application  and/or  participate  in  the  testing  process, lease  contact  the  Human  Resources Office  at  (714)  993-8141  prior  to  the  filing  deadline.  We  will attempt to reasonably accommodate applicants with disabilities upon request.

To  make  sure  that  our  emails  are  not  filtered  into  your  "junk"  or  "bulk"  folder, please  add to your list of trusted senders. Communication regarding your application and/or status will be sent to the email address listed on your application. Please check your email regularly throughout the recruitment process as you will not receive communication through U.S. mail.

Visit for a complete class specification program.
Senior Financial Analyst Supplemental Questionnaire
* 1. What is your highest level of education achieved?
High School Diploma or GED
Some college
Associate's Degree
Bachelor's Degree
Master's Degree or higher

* 2. If you have obtained a college degree, please provide your major/minor information.

* 3. How many years of professional level experience do you have in the field of municipal accounting?
No experience
0-1 year of experience
1-2 years of experience
2-3 years of experience
3-4 years of experience
4 or more years of experience

* 4. Please list your local government experience, including agency name, your title, and how long you were employed. If you have no local government experience, please write N/A

* 5. Do you have experience developing and monitoring capital and/or operating budgets?
Yes No

* 6. If yes, please describe your experience in detail. If no, please write N/A

* 7. Do you have experience with salary and benefit projections?
Yes No

* 8. I understand that a cover letter and an updated resume are required as part of the application package. An application submitted without a cover letter and/or a resume will be deemed incomplete and I will not be considered further in this recruitment.
I have attached a cover letter and resume.
* Required Question