Financial Analyst

Financial Analyst

We have an exciting opportunity for a Financial Analyst position located at our campus in Temecula, CA. Under the supervision of the Vice President of Business Services, or delegate, the Financial Analyst conducts complex financial analysis, planning, and fund management, budget analysis; accounting and administration; systems planning, automation development and administration. This is an advanced journey-level position, and the work assigned requires fully developed accounting skills in several specialized areas including budget, forecasting, and analysis. CONDITIONS OF EMPLOYMENT.

This position serves District-Wide; applicants may be assigned to any district facility. Work hours and worksite locations are subject to change depending on department needs.

A six-month probationary period must be successfully completed before the selected candidate is considered a permanent employee of the district.

Essential Duties And Responsibilities

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

• Perform high-level problem-solving and analytical tasks such as revenue and expenditure forecasting, enrollment and efficiency trends, etc
• Perform statistical and administrative data collection and analysis; develop, evaluate and present alternative recommendations
• Evaluate and make recommendations in operations systems, procedures, policies and methods. Provide financial analysis, recommend planning strategies and review fund management indicating areas of concern and/or potential recommendations to administration
• Conduct research and prepare analysis or reports regarding annual District-wide budget allocations, reallocations, revenues and formula allocation; update and may conduct program and service evaluations
• Perform complex Categorial Funding Analysis, results and recommendations to Administrators
• Prepare reconciliations; prepare analytic schedules for District meetings, administrators and Governing Board agendas; may review and report funding for Governing Board agenda items and may provide budget review and analysis of personnel actions
• Prepare, review, and submit a variety of informational reports, reconciliations and statements to and from internal departments and external agencies
• Prepare training materials for staff, faculty and students; assist with training on budget development policies and procedures
• Assist District Information Technology staff in the implementation and upgrading of the computerized systems used in administration, student services and instructional functions. Assist the administrative college staff in conducting job automation for financial responsibilities
• Respond to analytical and information inquiries from administrators, staff and faculty, create and process transfers from the various accounts, prepare periodic status reports to end users
• Plan, organize and prepare the development and submission of District budgets including preparation of special studies regarding operation and capital budgets
• Maintain position control, including position entry, review, recommendations, and budget implications
• Coordinate information and prepare data on budget to Vice President of Business Services, or delegate
• Compile data for the preparation of instructions, recommendations, reporting systems and reports
• Assist in reviewing budgets and make recommendations for proper allocation
• Answer complex budget questions, prepare complex budget data for presentations
• Continue professional development to meet the demands of a continually changing learning environment
• Maintain a friendly, supportive atmosphere for students, staff, faculty, and the public

Knowledge, Skills And Abilities

The incumbent should possess knowledge of:

• Principles and practices of accounting and finance; preparing budget spreadsheets and reports with results of analytical information
• Methods utilizing quantitative and qualitative statistical analysis for information gathering and reporting
• Methods, practices, principles, procedures, and terminology used in accounting; generally accepted accounting principles; governmental accounting standards
• California Community College's Budget and Accounting Manual
• Computer software applications, including Excel, Access and Word
• Operation of business equipment, including computers, copiers, and calculators
• Programming of building access control systems; facility planning and utilization database(s); applicable codes and regulations; appropriate safety precautions

The incumbent should possess skills in:

• Working effectively as a team member
• Meeting schedules and timelines
• Communicating effectively both orally and in writing
• Maintaining documentation and records
• Handling multiple assignments simultaneously and set priorities based on District needs

The incumbent should possess the ability to:

• Assist the Vice President in working with faculty staff and students in the process of information gathering and data analysis
• Effectively employ excellent interpersonal, oral and written communication skills in dealing with administrators, faculty, staff, students, vendors, community members and the general public
• Gather and analyze data, reason logically and draw valid conclusions; quickly learn and apply rules, clearly communicate ideas and recommendations; write clear and concise reports; work with and provide direction for staff
• Use computerized records, statistical packages, spreadsheets and databases
• Possess strong organizational written and oral skills
• Use Microsoft Office Suite and building access and utilization database systems
• Make comparisons and computations quickly and accurately
• Understand and carry out oral and written instructions; maintain routine records and prepare reports related to work performed
• Coordinate many different duties, determine the relative importance of each, set deadlines and complete projects accordingly
• Quickly learn, independently interpret and apply a variety of complex academic and organizational policies and procedures
• Explain a variety of complex procedures and policies
• Perform complex administrative work involving independent judgment, accuracy and speed
• Establish and maintain cooperative and effective working relationships with others, including those from a diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds of community college students, faculty and staff

Qualifications And Requirements

MINIMUM QUALIFICATIONS

1. Bachelor's degree (*attach transcript) from an accredited institution in accounting, finance, public administration, statistics, business administration or a related area is required. Additional qualifying experience may be substituted for the bachelor's degree on a year for year basis with one year of full time experience being equal to 30 semester or 45 quarter units of coursework ; AND
2. Three or more years of full-time experience in a professional level administrative or accounting assignment; AND
3. Must have proficient level experience using word processing systems and spreadsheet software packages, such as Microsoft Office Software Suite (Word, Excel, PowerPoint and Outlook); AND
4. Demonstrated sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds of community college students, faculty and staff

SUBSTITUTIONS

• Substitutions for the education requirement are allowed up to a maximum of two (2) years

DESIRED QUALIFICATIONS

1. Master's degree from an accredited institution in a related field
2. Experience in or knowledge of higher education operations is preferred

Physical Demands And Working Environment

The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential job functions.

Environment: Work is performed primarily in a standard office setting and may travel from site to site. The incumbent must be able to work in a fast paced office environment with background noise and a high stress level.

Physical: Primary function requires sufficient physical ability and mobility to work in an office setting and travel from site to site; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach and twist; to lift, carry, push, and/or pull light to moderate amounts of weight up to 20 pounds; to operate office equipment requiring repetitive hand movements and fine coordination including use of a computer keyboard; and to verbally communicate to exchange information in person and on the telephone.

Vision: See in the normal visual range with or without correction; vision sufficient to read computer screens and printed documents; and to operate assigned equipment.

Hearing: Hear in the normal audio range with or without correction.

The College

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