Financial Analyst II

About the position

The Financial Analyst II position involves performing moderately complex financial analysis and conducting studies that integrate various disciplines such as accounting, finance, and business law. The role includes planning and directing projects, preparing budgetary reports, making revenue and expenditure projections, and assisting in strategic initiatives to enhance performance and services.

Responsibilities

• Plans, organizes and directs the work of an assigned project or program.
• Conducts a variety of moderately complex financial, analytical, cost and feasibility studies.
• Prepares and presents a variety of budgetary, informational and statistical reports and makes recommendations in written, graphic and oral presentations.
• May train and provide technical assistance to lower level staff.
• Makes revenue and expenditure projections for one or multiple budgets; compiles figures, prepares justifications and participates in the annual budget development process.
• Identifies financial program issues, determines appropriate action and makes recommendations for problem resolution; assists in the implementation of program enhancements and improvements.
• Assists in the development of strategic initiatives to improve and enhance performance and services.
• Prepares documents that include financial and income statements, balance sheets, and statements of cash flow.
• Interacts with Internal Revenue Service and State Franchise Tax Board to resolve tax issues; prepares tax documents.
• Manages bank and fund accounts (i.e. ATM card transactions, special trust funds, and county special funds, etc.).
• Administers numerous receivable and payable funds.
• Computes, assesses and reconciles court assessed fees.
• Provides financial management for individuals and contractors that include external payroll services.
• Develops and participates in cost allocations, and indirect cost rate proposals.
• Prepares and analyzes contract payment reconciliations based on cost reports and payment documentation.
• Develops and prepares revenue/expense projections.
• Prepares and presents cost reports, coordinates audits, cost reimbursement settlement claims for government payers and agencies and responds to related requests for information from auditors.
• Defines financial reporting and information needs and coordinates any systems modifications with Information Services.
• Coordinates with other departments, outside vendors and service providers to achieve financial program goals.
• Negotiates and monitors financial contracts with outside service providers and business partners.
• Analyzes and interprets existing, new and proposed legislation for cost and program impacts.
• Responds to a variety of information requests from both inside and outside the agency.
• Uses a variety of information applications and databases to develop schedules and special reports.
• May be assigned as a Disaster Service Worker, as required.
• Performs other duties as assigned.

Requirements

• Bachelor's Degree in Accounting, Finance, Business Administration, or a closely related field and three (3) years of increasingly responsible professional level financial analysis experience.
• OR a Bachelor's Degree in any field with fifteen (15) semester units in finance-related courses and five (5) years of professional level financial analysis experience.
• OR completion of sixty (60) semester or ninety (90) quarter college units with fifteen (15) semester units in finance-related courses and seven (7) years of professional level financial analytical experience.
• A Master's Degree may substitute for up to one (1) year of the required experience.
• Some positions may require possession of a valid California driver's license prior to appointment.

Nice-to-haves

• Experience with local government financial and fiscal procedures and systems.
• Knowledge of contracts and negotiation skills.
• Familiarity with project management and reporting requirements.

Benefits

• Health insurance coverage
• Dental insurance coverage
• Vision insurance coverage
• Paid holidays
• Flexible scheduling
• Professional development opportunities