City of Santa Rosa

The Position
Do you have experience with large-dollar, complex grants and exceptional analytical skill? Join the City team and support our disaster recovery efforts!

The City of Santa Rosa is committed to building a workforce reflective of our community and establishing a lasting culture of equity and belonging within our organization. Our collective talents and expertise contribute to high-quality public services that support a vibrant, resilient, inclusive City for our community and visitors. We celebrate a diverse workforce and welcome all qualified candidates to apply.

The Benefits of City Employment

In addition to offering a challenging, rewarding work environment and excellent salary, the City of Santa Rosa provides a generous suite of benefits, including retirement through CalPERS, a competitive leave accrual package, your choice of three health plans, a flexible spending program, employer contributions to a Retiree Health Savings plan, flexible work schedule options, and top of the line employer paid vision and dental coverage.

About the Position

Financial Analyst is a professional job classification assigned to perform responsible and complex budgetary and financial analysis in a variety of assignments.

The primary responsibility for the current opening will be to support the City’s disaster recovery effort. The position will work with project managers in City departments, will prepare documentation and reporting for projects receiving Federal Emergency Management Agency (FEMA) and California Office of Emergency Services (CalOES) funding, and help close out these projects pursuant to grant guidelines. In general, Financial Analysts work independently, under general supervision of the Budget and Financial Analysis Manager.

Ideal Candidates
This position will report to the Budget and Financial Analysis Manager. In addition to meeting the minimum qualifications, the ideal candidate for this vacancy will have Federal and State grant reconciliation and reporting experience; strong analytical and organizational skills; be deadline driven; have the ability to work and communicate effectively with a diverse group of City departments; manage projects; and, will be proactive and self-motivated individual who can work in a fast-paced environment while consistently delivering high-quality work.

Ideal candidates for this vacancy will also exemplify the following critical attributes:
An understanding of grant management of large-dollar and complex grants
A team player with exceptional organizational skills and a demonstrated ability to plan and organize work for self and others to ensure that work is completed efficiently and in a timely manner
An analytical thinker with a demonstrated ability to think logically, take initiative and react calmly under pressure in order to arrive at sound conclusions
A resourceful professional who stays current with information, technology, trends and developments relevant to the field
A strong collaborator and consensus builder with a demonstrated ability to maintain and cultivate successful working relationships inside and outside of the organization
An excellent communicator (verbally and in writing) with a demonstrated ability to prepare written reports and records in a clear, concise manner

Selection Process:
Applicants presenting with the most desirable qualifications based on a screening of the application materials, including responses to the supplemental questionnaire, will be invited to continue in a selection process that may consist solely of an application screening, or may include an oral appraisal interview, assessment center, or other activity selected by the Human Resources Department. As a result of the selection process, an eligibility list of qualified candidates will be established to fill the current vacancy and may be used to fill any future vacancies that occur while the eligibility list remains active.

Please complete a thoughtful, thorough Supplemental Questionnaire submission. As part of the selection process, your responses to these questions will be scored using criteria specific to this position. Responses such as “See Resume” may be cause for disqualification from the process.

Examples of Duties and Responsibilities
Depending upon assignment, Financial Analyst duties may include, but are not limited to, the following:
perform financial analysis and research, prepare reports and make recommendations based on findings;
prepare presentations, staff reports and resolutions for presentation to City Council;
provide financial analysis, budget advice and consultation to the Finance department and all other City Departments;
identify discrepancies, reconcile and prepare adjustments on financial reports and documents;
conduct special studies, surveys, and other assignments of an administrative and/or operational nature;
present information to legislative bodies, community groups, and employee groups and answer questions;
assist with the coordination and implementation of departmental and Citywide budgets;
administer and monitor approved budget allocations, revenues, and expenditures; prepare periodic reports; and recommend budget adjustments as necessary;
review and analyze departmental budget requests and make recommendations for approval or modification;
develop the City’s annual Operations & Maintenance and Capital Improvement Program budget documents;
work closely with the City’s financial advisors to manage the City’s investment portfolio, and maintain working relationships with financial institutions and advisors;
prepare monthly journal entry related to investment activity, maintain a record of all securities traded on the City’s behalf and reconcile investment reports to support the monthly and year-end balances;
analyze and project the City’s cash flow needs and determine strategy to maintain sufficient bank funds in order to assure City payment of expenditures while maximizing interest earnings;
coordinate and oversee the City’s daily banking activities, including the receipt and recording of payments, and the allocation of charges throughout the City

Required Qualifications
Knowledge of: Principles, practices and methods of financial analysis, public sector budgeting, accounting, and contract administration; principles and practices of sound investment management; applicable local, state, and federal laws, rules and regulations pertaining to the investment operations of a municipal government; modern office practices, procedures, methods and equipment.

Ability to: Analyze, interpret and quickly act upon data related to the City’s finances; evaluate complex financial and operational management issues and develop solutions; prepare clear and comprehensive fiscal, financial, and budget analyzes and reports; understand, interpret and apply rules and regulations related to investment operations; establish and maintain effective working relationships with brokers, financial institution personnel, City employees and the public; give clear and concise oral presentations; communicate effectively both orally and in writing.

Experience and Education: Any combination equivalent to experience and education that could likely provide the required knowledge and abilities would be qualifying. A typical way to obtain the knowledge and abilities would be: Experience – Sufficient years of professional experience performing complex budgeting or financial analysis, which demonstrates possession of the knowledge and abilities listed above. Experience in an agency similar in size and complexity to that of the City of Santa Rosa is highly desirable. Education – Equivalent to a Bachelor’s Degree from an accredited college or university with major course work in accounting, finance, or closely related field.

Additional requirements, such as successful completion of a physical exam, drug screen, etc., may apply, depending on the duties and responsibilities of the position. If you receive a conditional job offer for the position, the requirements upon which the offer is contingent will be outlined in the conditional job letter.

Additional Information
A Financial Analyst works primarily in an indoor office environment and travels outside of the office in order to attend meetings. Incumbents sit at a desk or computer for extended periods of time, with the ability to move about at will. Incumbents lift, move and access information from bulky reports weighing up to twenty (20) pounds. When preparing reports, an incumbent makes repetitive arm/hand movements to enter data and information into a computer using a keyboard; the incumbent makes similar movements when making computations using a calculator. The incumbent displays financial information graphically by developing charts and graphs manually and on a computer, and interprets graphically presented information. When explaining financial information to others, the incumbent communicates face-to-face, by telephone, and makes oral presentations to groups of people.

The City of Santa Rosa – A Wonderful Place to Call Home
The City of Santa Rosa, the largest city in Sonoma County with a population of approximately 175,000, is located 55 miles north of San Francisco and nestled in the center of famous Sonoma Wine Country. Santa Rosa serves as the County seat and center of trade, government, commerce and medical facilities for the Northern San Francisco Bay area. The City offers a wide variety of both recreational and cultural activities, is well known for its excellent schools, temperate weather and abundance of trees and beautiful parks.

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