Senior Finance Analyst

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Senior Finance Analyst

Salary

$92,473.78 - $129,463.29 Annually

Location

Oxnard, CA

Job Type

Full-Time Regular

Job Number

0923HCA-24AA (MA)

Department

Health Care Agency

Division

Ambulatory Care

Opening Date

06/17/2024

Closing Date

7/8/2024 5:00 PM Pacific

• Description

• Benefits

• Questions

Description

WHAT WE OFFER

The County of Ventura offers an attractive compensation and benefits package. In addition to the salary of approximately $92,473.78 - $129,463.29 annually an employee within this position will also be eligible for the following:

• A general salary increase of 3.5% effective December 22, 2024.

• Bilingual Incentive - Incumbents may also be eligible for bilingual incentive depending upon operational needs and certification skills.

• Annual Leave - The candidate selected for this position will earn 208 hours per year, increasing to 288.08 hours after 5 years of service.

• Annual Leave Redemption - The ability to “cash in” or redeem up to 100 hours of Annual Leave per year after using 80 hours of annual leave within the previous 12 months (Management Resolution, § 1205).

• Deferred Compensation - Eligible to participate in the County's 401(k) Shared Savings Plan and/or the Section 457 Plan. If you participate in the County sponsored 401(k) plan, the County will match a part of your contribution up to 3% of your salary, on a per pay period basis. Following five (5) years of continuous County service, an additional 2% non-elective contribution will be made to the 401(k) plan.

• Health Insurance - Medical, dental, and vision plans for you and your dependents. A maximum flexible credit allowance of up to $23,530 annually.

• Flexible Spending Accounts - Increase your spending power by reimbursement with pre-taxed dollars for IRS- approved dependent care and health care expenses.

• Holidays - 12 paid days per year which includes a scheduled floating holiday.

• Pension Plan - Both you and the County contribute to the County’s Retirement Plan. If you are eligible, you may establish reciprocity with other public retirement systems, such as PERS.

• Additional Benefits - Professional Memberships, Disability Plans, Employee Assistance Program, Life Insurance, Tuition Reimbursement, Wellness Program.

Under general direction, plans, leads, schedules, assigns and monitors the work of assigned professional and technical staff; assumes ongoing project management responsibilities with respect to (i) conducting fiscal studies to evaluate existing fiscal controls, accounting standards, accounting systems, financing requirements and/or legislative impact for the County or an agency; (ii) County-wide oversight/coordination of multi-agency fiscal programs/systems; and directing the implementation of new accounting/financial systems or programs that cross over multiple agencies.

DISTINGUISHING CHARACTERISTICS:

Each successive level in the Finance Analyst series is distinguished by scope of independence and responsibility. The level of the position within the series is commensurate with the complexity of the assigned tasks.

Senior Finance Analyst - This is the advanced journey level in the Finance Analyst series; positions at this level perform the most complex duties and responsibilities assigned to the series, exercising a significant level of independent judgment in the performance of their duties; work assigned to this advanced level requires a specialized technical or functional expertise beyond the journey level, such as serving in a project management capacity in assigned program area on an ongoing basis; positions may also be assigned functional, technical and lead supervisory duties over lower level staff when such assignments are a formal organizational responsibility supervising at least three subordinate staff members.

Examples Of Duties

• Researches, collects and analyzes revenue expectations and expenditure plans to determine short-term and long-term borrowing requirements; prepares cash flow projections, variance analyses, cost benefit analyses, present value analyses, debt-ratio analyses, and financial data analyses affecting the County's borrowing program.

• Compiles and interprets data on investment prices, yield, stability, and future trends using daily stock and bond reports, financial periodicals, securities manuals, personal interviews and other sources of information; develops charts, graphs and reports summarizing data on current and short-term market, trends in investment risks and economic influences affecting investments.

• Plans, leads, schedules, assigns and monitors the work of assigned professional and technical staff in assigned fiscal program area.

• Prepares Public Financing Authority financial statements using specialized software which includes the preparation of accruals, adjusting journal entries, variance analyses; creation of trial balances, balance sheets, income statements and cash flows statements; prepares the Management's Discussion and Analysis and Supplementary Information section; coordinates the audit of these financial statements.

• Presents recommendations on short-term borrowing and municipal borrowing techniques and strategies; confers with and provides information to County departments and special district personnel about short-term markets and municipal borrowing procedures.

• Maintains the Cash Projection System software; maintenance includes monthly conversion of accounting information from the accrual to the cash basis and input of such information in the Cash Projection System.

• Prepares note disclosures for the County Comprehensive Annual Financial Report (CAFR) including leases, long-term liabilities, Tax and Revenue Anticipation Notes payable and subsequent events related to financing activities.

• Journalizes debt accounting transactions, including monthly debt activity and yearly recovery of principal and interest from County departments that benefit from debt-financed projects.

• Provides support for County debt issuances; provides information for public disclosure and to credit rating agencies, and reviews documents.

• Establishes and maintains liaison with rating agencies, bond counsel, and investment institutions to facilitate resolution of policy and legal issues pertinent to the development of the borrowing programs.

• Performs other related duties as required.

Typical Qualifications

Education/Experience:

Considerable education and experience which has led to the acquisition of the required knowledge, skills and abilities. An example of qualifying education and experience would be:

• Bachelor's degree with: 1) at least eighteen (18) semester units of accounting coursework including upper-division Managerial Accounting; and 2) six (6) units of upper-division coursework in the business administration field, AND six (6) years of progressively responsible professional experience as an accountant, auditor, or analyst, one (1) year of which must be at the Project Leader level overseeing the design and implementation of financial accounting systems, accounting program analysis, cost accounting models, debt service programs, or automated information systems;

OR

• Two (2) years as a Finance Analyst II for the County of Ventura.

Verification of the required college degree and 18 semester units of accounting coursework including upper division Managerial Accounting and six (6) units of upper-division coursework in business administration is required. Transcripts or grade reports from an institute of higher learning recognized by the Council for Higher Education Accreditation which include your name, grades, units per class, and that the courses were completed is to be submitted to County Human Resources within three (3) business days of the closing date of this recruitment. If they are not submitted, your application may be screened out and you may not be allowed to continue in the process. Unofficial transcripts are acceptable. If you need additional time to submit transcripts, please contact the recruitment analyst referenced near the bottom of this bulletin.

If the name on the documentation is different from the name on your application, include documents that show the name change.

PLEASE NOTE THE FOLLOWING: Applicants who attended a college or university that is accredited by a foreign or non U.S. accrediting agency must have their educational units evaluated by an educational evaluation service

NECESSARY SPECIAL REQUIREMENTS:

• Advanced proficiency with MS Excel

DESIRED:

• Master's of Business Administration (MBA) or

• Certified Public Accountant (CPA) license or

• Certified Information Systems Auditor (CISA) designation

• Ventura County Financial Management System (VCFMS) experience

• CalAIM experience

Knowledge, Skills, and Abilities:

Thorough knowledge of: operations, services and activities in assigned fiscal program area; Generally Accepted Accounting Principles and Generally Accepted Auditing Standards; budgeting methods, techniques and processes; laws and regulations affecting governmental financial operations; application of automated systems for financial reporting and accounting purposes; fiscal monitoring and control methods; principles of lead supervision and training; methods of effective team building; different instructional and coaching techniques; the County's Debt Utilization Policy, short-term and municipal borrowing strategies and techniques; and various types of financial instruments and methods of issuance;.

Skill in: applying financial principles and regulations to assigned fiscal program area; reconciling financial statements; developing clear and concise fiscal reports, statements and related documents; use of computers and related technology including software applications specific to work performed.

Ability to: perform complex analytical and critical examination of fiscal operations and activities; plan, organize and direct the work of professional and technical staff; exercise sound judgment; understand interrelationships among financial records and documents; analyze financial/accounting data and draw logical conclusions; analyze and evaluate administrative and abstract accounting concepts and procedures; understand, interpret and apply professional and procedural requirements; interpret and apply professional principles and standards; evaluate and reconcile financial data from multiple financial accounting systems; communicate effectively, both orally and in writing; conduct statistical analysis of financial data, interpret data on investment prices, yield, stability, and future trends; work with rating agencies and bond counsel to resolve policy and legal issues; maintain good communication with the financial institutions; and establish and maintain effective working relationships with those contacted in the course of work.

Recruitment Process

FINAL FILING DATE

Applications must be received by County of Ventura Human Resources no later than 5:00 p.m. on Monday, July 8, 2024.

To apply online, please refer to our website at www.ventura.org/jobs . If you prefer to fill out a paper application form, please call (805) 654-5129 for application materials and submit them to County of Ventura Human Resources, 800 South Victoria Avenue, L-1970, Ventura, CA 93009.

NOTE TO APPLICANTS

I t is essential that you complete all sections of your application and supplemental questionnaire thoroughly and accurately to demonstrate your qualifications. A resume and/or other related documents may be attached to supplement the information in your application and supplemental questionnaire, however, it/they may not be submitted in lieu of the application.

LATERAL TRANSFER OPTION : If presently permanently employed in another "merit" or "civil service" public agency/entity in the same or substantively similar position as is advertised, and if appointed to that position by successful performance in a "merit" or "civil service" style examination, then appointment by "Lateral Transfer" may be possible. If interested, please click here (http://vcportal.ventura.org/CEO/HR/docs/Lateral_Transfer.pdf) for additional information.

SUPPLEMENTAL QUESTIONNAIRE – qualifying

All applicants are required to complete and submit the questionnaire for this exam at the time of filing. The supplemental questionnaire may be used throughout the exam process to assist in determining each applicant's qualifications and acceptability for the position. Failure to complete and submit the questionnaire may result in the application being removed from consideration.

APPLICATION SCREENING – qualifying

All applications will be reviewed to determine whether the stated requirements are met. Applicants meeting the stated requirements will be invited to continue to the next step in the examination process.

TRAINING & EXPERIENCE EVALUATION

A Training and Experience Evaluation (T&E) is a structured evaluation of the job application materials submitted by a candidate, including the written responses to the supplemental questionnaire. The T&E is NOT a determination of whether the candidate meets the stated requirements; rather, the T&E is one method for determining who are the better qualified among those who have shown that they meet the stated requirements. In a T&E, applications are either scored or rank ordered according to criteria that most closely meet the business needs of the department. Candidates are typically scored/ranked in relation to one another; consequently, when the pool of candidates is exceptionally strong, many qualified candidates may receive a score or rank which is moderate or even low resulting in them not being advanced in the process.

NOTE: The selection process will likely consist of an Oral Exam, which may be preceded or replaced with the score from a Training and Experience Evaluation (T&E), contingent upon the size and quality of the candidate pool. In a typical T&E, your training and experience are evaluated in relation to the background, experience and factors identified for successful job performance during a job analysis. For this reason, it is recommended that your application materials clearly show your relevant background and specialized knowledge, skills, and abilities. It is also highly recommended that the supplemental questions within the application are completed with care and diligence.

ORAL EXAMINATION - 100%: A job-related oral examination will be conducted to evaluate and compare participating examinees' knowledge, skills, and abilities in relation to those factors which job analysis has determined to be essential for successful performance of the job. Examinees must earn a score of seventy percent (70%) or higher to qualify for placement on the eligible list.

NOTE: If there are three (3) or fewer qualified applicants, an examination may not be conducted. Instead, a score of seventy percent (70%) will be assigned to each application, and each applicant will be placed on the eligible list.

Candidates successfully completing the examination process may be placed on an eligible list for a period of one (1) year. The eligible list established from this recruitment may be used to fill present and future Regular (including Temporary and Fixed-term), Intermittent and Extra Help vacancies for this and similar positions only. There are currently two (2) Regular vacancies in the Health Care Agency.

BACKGROUND INVESTIGATION

A thorough pre-employment, post offer background investigation which may include inquiry into past employment, education, criminal background information and driving record may be required for this position.

EQUAL EMPLOYMENT OPPORTUNITY

The County of Ventura is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding, and related medical conditions), and sexual orientation.

For further information about this recruitment, please contact Michelle Antonetty by e-mail at michelle.antonetty@ventura.org or by telephone at (805) 477-7260.

YOUR BENEFITS AS A COUNTY OF VENTURA EMPLOYEE

MANAGEMENT

To learn more about Benefits, Retirement, and the Memorandum of Agreement (MOA), see links below.

• Benefits website (https://hr.ventura.org/benefits) or you may call (805) 654-2570.

• Retirement FAQ's (https://vcportal.ventura.org/CEO/benefits/docs/RETIREMENT%20-%20FAQs.pdf)

• Memorandum of Agreement

Union Codes: MB3, MB4, MS, MT, MCC, MU

01

You are required to submit transcripts or grade records to verify the successful completion of the required course work used to qualify for this recruitment. You must show that you have completed a minimum of 18 semester units of college-level accounting course work, including: (1) 2 semesters of upper division Managerial Accounting and (2) six (6) units of upper division courses in the business administration field, which may include accounting, business law, economics or other business coursework.

NOTE: For this recruitment you must show that you have completed two (2) courses of upper-division Managerial Accounting coursework or similar coursework covering the same material even if you otherwise qualify on County of Ventura work experience.

Please choose the statement below which best describes your situation related to transcripts or grade records:

• I meet the minimum course work requirements listed. A copy of my transcripts or grade records is attached to my on-line application.

• I meet the minimum course work requirements listed. I will email a copy of my transcripts to Michelle.Antonetty@ventura.org within 3 days of this recruitment closing.

• I do not have and/or cannot submit a copy of my transcripts or grade records and I understand this means I will not be considered further in the examination process.

  02

  Have you completed two (2) courses of upper-division Managerial Accounting coursework?

• Yes

• No

  03

  Please list all accounting and/or finance courses you have taken, include the course title, the number of semester or quarter units and the name of the accredited college or university attended. If you do not have this experience, please type "no experience."

  04

  Describe the type of financial reports which you have been directly responsible for preparing, revising and reviewing. In your response, include: A. Dollar amounts of related budgets. B. Audience for the report. C. Projections or accruals that were made. D. Whether the report published/posted for viewing by the public or/or stakeholders. If you do not have this experience, please type "no experience."

  05

  Describe your supervisory experience. In your response, include: A) Employer(s) where you obtained the experience, B) Number of employees supervised and job titles of those supervised, C) Whether you completed performance evaluations or issued disciplinary action for your subordinates.

  If you have no experience in this area, type "no experience."

  06

  Describe a recent work experience in which you identified a major operational financial issue, presented recommendations for process improvements and achieved a successful resolution. In your response, include: A. Description of the issue. B. How it was identified. C. Related dollar amount of the budgeted area. D. Number of staff involved. E. Resolution implemented. If you do not have this experience, please state "no experience."

  07

  Do you have experience with the Ventura County Financial Management System (VCFMS)? If so, please describe your experience in the text box below. If you do not possess this experience, please type "no experience."

  08

  Do you have experience with CalAIM? If so, please describe your experience in the text box below. If you do not possess this experience, please type "no experience."

  09

  What is your level of proficiency with MS Excel?

• None

• Beginner

• Intermediate

• Advanced

  Required Question

Agency

Ventura County

Address

800 S. Victoria Avenue LOC. #1970 Ventura, California, 93009

Phone

(805) 654-5129

Website

http://hr.ventura.org

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