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Financial Analyst

Under supervision, performs a variety of professional level duties in support of budget development and administration, financial analysis and project control; provides project control for projects and programs in an assigned division; and performs related duties as assigned.

EXAMPLES OF DUTIES - Duties may include, but are not limited to, the following:

  • Performs professional level duties in support of budget development and administration, financial analysis and project control; collects financial or project data; analyzes and verifies data for accuracy; adjusts discrepancies; enters project data into the financial management system (FMS).
  • Prepares analyses related to the District's budgeting and financial control functions including revenue forecasts, program costs and operational efficiency.
  • Prepares monthly project control reports for assigned projects and programs; recommends programming changes on project control reports to meet District reporting requirements; coordinates reports with appropriate District staff.
  • Reviews vendor invoices; determines accuracy of charges and funding availability; summarizes and allocates project costs prior to management approval; processes vendor invoices for payment.
  • Prepares monthly expense summary for assigned division or project; reconciles vendor accounts.
  • Assists in the preparation and implementation of the District's annual budget; prepares budget analysis as required; ensures maintenance of expenditure records which conform to funding agency requirements
  • Writes, edits and finalizes reports included in the District's budget manuals; participates in the development and presentation of financial reports and analyses.
  • Assists in financial and management studies to evaluate District system and operating efficiency; prepares and presents study findings and recommendations; assists with the implementation of study recommendations
  • Assists in the implementation of the financial information management system; inputs new and existing project data in the system to provide District-wide project control reporting.

MINIMUM QUALIFICATIONS:

Knowledge of:

  • Basic principles of budget, administration and financial control
  • Principles and practices of accounting
  • Methods of monitoring and reporting budget variances
  • Basic financial, statistical and comparative analysis principles, techniques and formulas
  • Principles and practices of procurement
  • Principles and practices of budget development
  • Current office procedures, methods and equipment including computers
  • Applicable financial computer software applications
  • Principles and practices of financial record keeping and reporting
  • Related Federal, State and local codes, laws and regulations

MINIMUM QUALIFICATIONS

Education:

Bachelor’s degree in Business Administration, Accounting, Economics or a closely related field from an accredited college or university.

Substitution:

Professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred.

Job Types: Full-time, Contract

Pay: $38.00 - $44.00 per hour

Benefits:

  • Dental insurance
  • Health insurance
  • Vision insurance

Physical setting:

  • Office

Schedule:

  • 8 hour shift
  • Monday to Friday

Ability to commute/relocate:

  • Oakland, CA: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Accounting: 1 year (Preferred)
  • Microsoft Excel: 3 years (Required)

Work Location: In person

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DATE POSTED
August 6, 2023

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