Financial Planning Analyst

1 week ago


Santa Ana, California, United States City of Santa Ana, CA Full time
Salary: $85, $109,440.00 Annually

Location: Santa Ana, CA

Job Type: Full-time

Department: Finance and Management Services

Description

The City of Santa Ana is seeking dedicated professionals who are results-driven, exhibit positive attitudes, and demonstrate creativity and innovation in their work. Our commitment to excellence in public service is reflected in our team.

Under supervision, this role involves performing significant and professional tasks in the development, preparation, and oversight of the municipal budget.

Upon successful completion of the initial probationary period, this position may allow for a flexible telecommuting schedule in line with the City's policies and at the discretion of management.

This classification is set to receive a wage increase in accordance with the established guidelines.

Applications will be accepted continuously until a sufficient number of qualified candidates are identified.

Essential Functions Include But Are Not Limited To:

1. Evaluating proposed departmental budgets for precision, implications on City resources, and compliance with fiscal policies.
2. Participating in budget team discussions and providing recommendations on budget proposals.
3. Assisting in the coordination of the budget document preparation for presentation to the governing body.
4. Aiding departments in gathering, compiling, and reporting cost recovery data.
5. Conducting research and preparing reports on financial matters, management practices, and operational systems.
6. Serving as a liaison to assist departmental budget staff in formulating budget requests.
7. Analyzing and maintaining fiscal control over budgetary expenditures.
8. Performing research on organizational structure, staffing, operations, and policies.
9. Coordinating and participating in community budget discussions.
10. Attending relevant meetings as necessary.
11. Executing additional duties as assigned.

Minimum Qualifications:

Two years of progressively responsible experience in governmental budgeting and financial activities, including administrative and organizational analysis. A degree from an accredited four-year institution in public or business administration, finance, economics, accounting, or a related field may be combined with experience to meet the qualifications.

Desirable Knowledge, Skills, and Abilities:

Knowledge of: principles and practices of public administration, municipal finance, budgeting processes, research methodologies, and procedures.
Skills in: utilizing personal computers and business software applications, including Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial and budgeting software.
Ability to: collect, organize, analyze, and interpret data; derive sound conclusions from information; develop alternative solutions to challenges; effectively communicate research findings and ideas both orally and in writing; demonstrate resourcefulness in problem-solving; and establish effective working relationships with municipal officials, managers, employees, and the public.

Special Minimum Requirements:

Must be willing and able to work evenings, weekends, and holidays as required.

Selection Process:

Applications will be evaluated by the Human Resources Department. Candidates with the most relevant qualifications will be invited to participate in the selection process, which includes:

1. Writing Skills Examination: (Qualifying) to assess candidates' ability to convey information effectively in writing.
2. Oral Interview Examination: (Weight of 100%) to evaluate candidates' experience, training, education, and abilities related to successful job performance. A minimum passing score is required to be placed on the eligible list.

The City of Santa Ana is an equal opportunity employer. If you identify as a person with a disability, you may contact us regarding reasonable accommodations.

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