City of Ventura

Senior Financial Analyst (#S05)

Unit: SEIU - Professional Unit (Q)
$41.35-$55.41 Hourly / $7,167.47-$9,604.52 Monthly / $86,009.66-$115,254.26 Yearly


THE POSITION

Under direction, performs a wide variety of financial tasks and provides highly responsible administrative staff assistance to departments in conducting comprehensive financial analyses and studies. Forecasts and monitors both departmental as well as citywide expenses and revenues; assists in the preparation of the City's operating and capital improvement budget. Monitors fund balances for funds and reports significant changes to management. May participate in the development, implementation, and maintenance of computerized financial system controls.

DISTINGUISHING CHARACTERISTICS

The Senior Financial Analyst is the advanced journey-level position in the financial analyst series. The Senior is distinguished from the Financial Analyst I and II by the latitude in decision-making and recommending policy and solutions to problems. The Senior Analyst may lead lower level Financial Analysts. The Senior Analyst is distinguished from the Principal Financial Analyst by the Principal Financial Analyst's overall responsibility for the section.

EXAMPLES OF DUTIES

Depending upon assignment, duties may include, but are not limited to, the following:

Provides financial analysis and revenue forecasting for the capital improvement plan and annual capital improvement budget  and the development and analysis of the operations budget. Develops expense and revenue forecasts, monitors expense and revenue performance, identifies resources, communicates results to operating officials, and recommends funding solutions as required.

Provides technical assistance, researches, evaluates and provide written  recommendations regarding fiscal impacts to City Council administrative reports, productivity improvements, revenue enhancements, policy developments and program performance.

Analyze departmental and project budgets and develops approaches to improve reporting; makes recommendations for improvements in financial and organizational procedures and policies. Performs complex expense and revenue analysis studies used in financial and budgetary planning and Citywide policy issues. Investigates, interprets, analyzes, and prepares recommendations related to improvements in the City’s budgeting information systems.

Responsible for the design or modification as well as maintenance of the budget database system as part of the City’s Enterprise Resource Planning (ERP) software, including  data entry screens, inquiries and reports.   Assist in the implementation and management of new and revised computerized programs, manuals and procedures related to budget development,  using advanced computer skills including report writing.

May provide technical assistance for periodic examinations and audits of financial records, service contracts and financial procedures to assess efficiency, compliance and effectiveness; reports findings and makes recommendations to management and other key stakeholders.

Confers with members of the public to explain financial policies and programs and to respond to complaints and requests for information.

Provides lead oversight to lower-level analysts and clerical staff, training and assisting employees.

Performs other related duties as assigned.

KNOWLEDGE & ABILITIES

Knowledge of: generally accepted governmental accounting standards, methods, principles and procedures; related accounting and cash management transactions and City/State policies; auditing, cash management, and/or budget principles, practices and procedures; financial and economic forecasting techniques; revenue management procedures; methods for analyzing and reporting budget and financial data; computer systems, protocols and principles, and data processing input and control systems.

Ability to: coordinate and review the work of subordinate personnel in compiling, researching and analyzing financial and economic data; develop effective budgetary and financial procedures; prepare a variety of internal budgetary  reports and analyses; examine, reconcile and verify financial documents and reports; analyze and make specific recommendations on budget requests; analyze data, draw logical conclusions, and make independent decisions; communicate effectively orally and in writing; and establish and maintain effective working relationships with staff and the public.

LICENSE/CERTIFICATES

License:  Depending on assignment, possession of a valid California Class C driver's license may be required.

WORKING CONDITIONS

Environment: works in an indoor office and works under the pressure of deadlines. Physical Abilities: hearing and speaking to exchange information in person or on the telephone; uses hands and fingers in extensive use of personal computer; close vision and the ability to adjust focus sufficient to read computer screens and printed documents; mental capability to read and interpret data, perform highly detailed work on multiple concurrent tasks and work under deadlines; and sits or stands for prolonged periods of time. Hazards: exposed to computer screens.

MINIMUM QUALIFICATIONS

A combination of education, training and experience equivalent to a Bachelor's degree in accounting, economics, finance, business or public administration, or a closely related field, and three years of increasingly responsible experience in financial analysis, including economic forecasting, revenue analysis, and database management. Public agency experience is highly desirable.


CLASS: S05; EST: 12/1/1992; REV: 9/1/2015;