Sr. Management Analyst / Management Analyst (Real Estate and Treasury Divisions)

Exciting Career Opportunity at the City of Palo Alto!

The City of Palo Alto is looking for dynamic critical thinkers with a passion for public service to a serve as a Senior Management Analyst or Management Analyst. There are two openings in the Administrative Services Department: one in the Real Estate Division and one in the Treasury Division. Successful candidates are well-rounded, agile, top performers with experience in real estate or treasury management practices.

In the Real Estate Division, candidates that can establish trusting relationships internally and externally, solve problems effectively, and act on their own initiative will thrive in this role. In the Treasury Division, individuals with excellent interpersonal skills and is an accomplished financial professional with fiscal analysis and project management skills, experience administrating taxes and has a highly collaborative approach to work will be successful in this role. Both positions are looking for high performing individual contributors interested in optimizing real estate and treasury operations for the City.

The Real Estate Analyst will play a key role in collaborating with City departments to identify real estate needs and develop effective solutions through comprehensive options and recommendations. Reporting to the Real Property Manager, this position aims to optimize the use of City properties to maximize both financial and non-financial benefits. Key responsibilities include tracking and reporting on the performance of the City’s real estate assets, cultivating relationships with stakeholders, and negotiating and drafting contracts. The ideal candidate will effectively manage multiple assignments, enhance the City’s real estate policies and processes, and understand departmental functions and priorities.

The Treasury Analyst will engage in professional-level work, collaborating closely with City departments and tax and fee consultants. This role focuses on understanding the City’s cash and tax revenue needs to effectively manage cash solvency, track and forecast tax revenues, and oversee related functions. Reporting to the ASD Assistant Director and Treasury Manager, the Analyst will ensure accurate accounting, continuous monitoring, and effective management of the City’s tax revenues. The ideal candidate will possess strong interpersonal skills, a solid background in financial analysis and project management, and experience in tax administration.

The Department
The City of Palo Alto Administrative Services Department (ASD) provides proactive financial and analytical support to City departments and decision-makers, ensuring the optimal use of City resources. ASD is dedicated to delivering excellent customer service to decision-makers, the public, employees, and City departments. The department offers analytical, organizational, and administrative support for a diverse range of projects, responsibly recording, monitoring, and protecting City assets. Additionally, ASD provides essential financial management and forecasting reports and prepares presentations for various committees and the City Council.

ESSENTIAL DUTIES: Essential and other important responsibilities and duties may include but are not limited to following, depending on assigned operations and functional areas: 

Real Estate Analyst

• Provide centralized administration and coordination of real estate activities throughout the City, including accurate accounting, maintaining real estate databases, timely reporting, and contract compliance.
  Keeps abreast of the real estate market.
• Makes recommendations for improvement, implements enhancements and improvements to the City’s policies and procedures relating to real estate; collaborate with stakeholders to implement real estate and/or operational tools.
• Facilitate real estate transactions to support the City’s programs, in collaboration with consultants and departments.
• Analyze real estate data; work closely with the Accounting Division and Office of Management and Budget to ensure that real estate administration and accounting conform to Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS).

Treasury Analyst

• Provide centralized administration and coordination of cash activities throughout the City, including accurate accounting, maintaining cash flow tracking and modeling, and timely reporting; assist with the development and maintenance of treasury systems.
• Manage tax and fee consultants to ensure accurate and timely reporting and taxpayer compliance with tax regulations other related requirements.
• Under direction of the ASD Assistant Director and in coordination with the Treasury Manager, resolve difficult treasury (banking) and tax issues.
• Interface with ASD Leadership report on treasury items, such as the City’s overall cash position and forecast; tax management items, such as analysis and reporting, tax compliance, audit results, and tax penalties.
• Analyze tax revenue data; work closely with Accounting and Office of Management and Budget to ensure proper accounting with generally accepted accounting principles (GAAP) and generally accepted auditing standards (GAAS) and reporting in the City’s Budget.

QUALIFICATIONS: Sufficient education, training, and/or work experience to demonstrate possession of the following knowledge and skills, which would typically be acquired through:

• Senior Management Analyst: Bachelor’s Degree in a related field and five years of professional experience in public or business administration, public affairs, or a related field; or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above.
• Management Analyst: Bachelor’s degree in a related field and three years of professional experience in public or business administration, public affairs, or a related field; or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above.

Recruitment Timeline

• Minimum Qualifications Review: Ongoing
• HireVue Interviews: Week of October 28, 2024
• Panel Interviews: Week of November 18, 2024
• Department Level Interviews: To be determined

For full job description and to apply, visit: www.cityofpaloalto.org/Departments/Human-Resources/Palo-Alto-Careers

Apply Today! Excellent pay, great benefits, flexible 9/80 and hybrid work schedule.