Financial Accountant Analyst

Position: Financial Accountant Analyst

Location: Inland Valley Development Agency

Salary Range: $34.51 - $45.02 hourly rate

Status: Non-Exempt

Definition

Under general supervision, performs professional-level accounting and financial analysis work involving the preparation, review, maintenance and automation of financial records, reports, and systems. This position supports full cycle revenue and expenditure accounting, general ledger maintenance, and financial reporting with a strong emphasis on process ownership, system optimization and process for high volume recurring transactions.

Supervision Received and Exercised

Receives general supervision from the Deputy Director of Finance and direct supervision from the Director of Finance. Exercises no supervision of staff.

Essential Duties:

The following duties are typical for this classification. Incumbents may not perform all of the listed duties and/or may be required to perform additional or different duties from those set forth.

• Provides routine professional and technical assistance in the administration and implementation of the agency’s accounting, financial, and cost allocation programs
• Compile and prepare monthly, quarterly, and annual financial reports and records in compliance with generally accepted accounting principles and agency policies and procedures.
• Reconcile general ledger accounts and ensure accuracy of financial data.
• Support year-end closing processes, including journal entries, accruals, and adjustments.
• Design, implement, operate, or manage process solutions to digitally transform or automate repetitive accounting tasks (e.g., data entry, reconciliations, report generation).
• Collaborate with IT and finance teams to maintain Enterprise Resource Planning (ERP) and Robotic Process Automation (RPA) systems and troubleshoot automation issues.
• Assist in financial analysis, budgeting, and forecasting activities.
• Ensure internal controls are maintained and support audit requirements.
• Prepare financial statements and reports and provide insight to support business decisions regulatory compliance.
• Stay current with accounting standards, financial technologies, and RPA best practices.
• Provide training and ongoing support to staff on financial system functionalities and best practices.
• Audits, balances, resolves or reconciles discrepancies between payments, receipts, accounts and/or source documents, posts transactions in accounts, journals and ledgers.
• Reviews, maintains, and prepares a variety of financial statements and costs and statistical reports, and files in accordance with grant standards.
• Assists with the preparation of forms and materials related to budget, fixed assets, petty cash, receipts and related financial transactions; assists in preparing and proofing monthly and yearly financial reports.
• Establishes, maintains, and fosters positive and effective working relationships with those contacted in the course of work including the. public, vendors, contractors, and agency staff.
• Performs other duties as assigned. The employee will receive the training, instructions, and support needed to successfully complete any additional tasks that fall within the general scope of their duties and align with the operational needs of the agency.

Qualifications

Knowledge of:

• Generally accepted accounting principles used in governmental financial record keeping and reporting.
• Principles of financial administration, including internal controls, budgeting, and reporting.
• Basic practices of reviewing and editing documents for completeness and accuracy.
• Methods and techniques of coding, verifying, balancing, and reconciling accounting records.
• Sources and application of federal, state, and local grant regulations and guidelines.
• Office procedures, methods, and equipment including computers and applicable software applications.
• Accounting research and report preparation methods and techniques.
• Cloud based financial management ERPs, spreadsheet, word-processing, database, and financial reporting support applications, robotic process automation, and related information technology.
• English usage, grammar, spelling, vocabulary, and punctuation.

Ability to:

• Perform routine technical and professional accounting work
• Provide specialized or general analysis support in various accounting functions,
• Analyze financial data, draw sound conclusions, and document the sources, analysis, conclusions, and recommendations.
• Interpret, apply, explain, and ensure compliance with Federal, State, and local procedures, policies, rules, regulations, and laws.
• Enter and retrieve data from a computer with sufficient accuracy and speed.
• Understand and carry out a variety of complex instructions in a responsible and independent manner.
• Provide assistance to accounting staff in various aspects of the accounting and reporting function.
• Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines.
• Use English effectively to communicate in person, over the telephone, and in writing.
• Use tact, initiative, prudence, and independent judgment within general policy and legal guidelines.
• Ability to provide high level of customer service by effectively dealing with the public, vendors, contractors, and agency staff

Education and Experience

Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:

Equivalent to graduation from a four-year accredited college or university with major coursework (24 or more semester hours) in finance, accounting, business or public administration, or a related field and two (2) years of professional accounting experience, including ERP financial management software.

Conditions of Employment

• Possession of, or ability to obtain, a valid California Driver’s License by the time of appointment. This requirement is in accordance with California law, as the position involves operating agency vehicles as part of its essential functions.
• Successfully complete background check to obtain and maintain federally mandated security clearances where required.
• Completion of a 10-panel drug screen for all substances deemed illegal by the Federal Government

Physical Demands

Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds.

Environmental Elements

Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives.

Equal Employment Opportunity (EEO) Statement:
The Inland Valley Development Agency (IVDA) and San Bernardino International Airport Authority (SBIAA) are Equal Opportunity Employers. We do not discriminate on the basis of race, color, creed, religion, sex (including pregnancy, childbirth, gender identity, and gender expression), marital or parental status, national origin, ancestry, citizenship status, age, sexual orientation, physical or mental disability, military or veteran status, or any other status protected by applicable federal, state, or local laws in all employment practices, including recruitment, selection, hiring, compensation, benefits, training, promotion, and termination.

Qualified candidates from all backgrounds, including those from underrepresented communities, are encouraged to apply.

This job description outlines the essential functions of the position. It is expected that individuals hired for this role can perform these duties without posing a direct threat to the health or safety of themselves or others. The description may also include marginal functions as defined under Title I of the Americans with Disabilities Act (ADA).