The Senior Financial Analyst performs professional accounting, administrative, technical and analytical support for the Finance Division; performs the most complex fiscal and accounting work; and conducts complex and comprehensive research, statistical and other work.
The Senior Financial Analyst position is the advanced journey level classification of the series. Positions at this level perform more difficult duties; possess a specialized technical or functional expertise; and are regarded as seasoned and experienced professionals. They typically are assigned significant responsibilities above the journey level; possess specialized knowledge, abilities, skills and experience; and exercise independent judgment in the performance of their duties. Incumbents are thoroughly familiar with the operating, filing and communication procedures of the Division and possess the knowledge and technical expertise to maintain the City's accounting system and prepare mandated reports and financial statements.
SUPERVISION RECEIVED AND EXERCISED
- Direction is provided by the appropriate management personnel of the department.
- This position exercises indirect supervision over professional, technical and clerical personnel.
EXAMPLES OF ESSENTIAL DUTIES
Essential and other important responsibilities and duties may include, but are not limited to, the following:
- Provide responsible, professional and technical assistance in the administration and implementation of the City's long term financial plans debt and cost analyses, auditing, and treasurer programs.
- Assist in identifying, developing and implementing new automated applications as needed to facilitate effectiveness and efficiency.
- Participate in and assume responsibility for various finance programs including grant management, financial statements, audits, the budget process, and monthly statements/reconciliations.
- Conduct and prepare special studies and reports; work on and manage special projects.
- Complete technical analysis in support of management decisions.
- Record and maintain appropriate controls for fixed assets.
- Perform auditing, financial analysis, and grant accounting.
- Assist with investments, portfolio management and cash management, debt management, new financing, annexations and subdivisions and revenue and expense projections.
- Supervise, train and evaluate technical and clerical personnel, if applicable.
- File timely quarterly and annual reports to Los Angeles County, state, and federal agencies.
- Monitor proper and timely receipt of funds.
- Provide guidance, and work closely with senior management and other City staff.
- Perform related duties as assigned.
EXPERIENCE & TRAINING / LICENSE AND/OR CERTIFICATE
Any combination of experience and training that would provide the required knowledge and abilities is qualifying. A typical way to obtain the required knowledge and abilities would be:
- Two years of progressively responsible accounting experience performing duties similar to that of the Financial Analyst in the City of Palmdale.
- Five years of increasingly responsible professional accounting experience.
- A Bachelor's degree from an accredited college or university with major course work in accounting.
- Accounting principles, practices, and methods including program budgeting and auditing and their application to municipal operations.
- General principles and practices of data processing and its applicability to accounting and municipal operations.
- Government reporting standards for financial reporting.
- Ordinances, resolutions and laws affecting municipal financial operations.
- Principles and practices of purchasing and budget control.
- Principles and practices of revenue estimating and financial planning.
- Principles and practices of project management and report writing.
- Principles of supervision, motivation and training.
- Build and maintain complex spreadsheets.
- Apply established forecasting techniques and methods.
- Research and analyze economic, demographic and financial data.
- Coordinate multiple projects simultaneously.
- Communicate clearly and concisely, both orally and in writing.
- Make effective public presentations.
- Establish and maintain effective working relationships with those contacted in the course of work.
- Analyze situations accurately and develop effective courses of action.
- Interpret, apply and enforce policies and procedures. Evaluate and develop improvements in operations, procedures, policies or methods.
- Effectively administer assigned programmatic responsibilities.
- Supervise, train and evaluate personnel.
PHYSICAL AND MENTAL REQUIREMENTS
Mobility: frequent use of keyboard; frequent sitting for long periods of time; occasional climbing, bending and squatting. Lifting: frequently up to 10 pounds; occasionally up to 40 pounds. Vision: constant use of overall vision; frequent reading and close-up work; occasional color and depth vision. Dexterity: frequent repetitive motion; frequent writing; frequent grasping, holding, and reaching. Hearing/Talking: frequent hearing and talking, in person and on the phone. Emotional/Psychological: frequent decision-making and concentration; frequent public and/or coworker contact; occasional working alone. Environmental: frequent exposure to noise.
Work is performed in a typical temperature-controlled office environment subject to typical office noise and environment. Positions may require occasional overtime; weekend work and travel is rare.