Senior Financial Analyst

WE ARE ONLY ACCEPTING ONLINE APPLICATIONS. You may apply online by clicking the "Apply" button on this page. If you need assistance applying online, please contact us at (626) 933-3920.

THE POSITION

Under the general direction of the Director of Fiscal Services, analyzes and interprets budgetary and fiscal policies, procedures, and records to provide service and assistance to District staff in the management of school finance cost and budget analysis, account and program receivable tracking, and internal fiscal control; Plans, directs, and participates in a broad internal auditing program and specific audits of the District’s financial and operational functions to assure adherence to established policies and procedures and to offer constructive analysis and appraisal of the District’s financial and operational policies, procedures, and systems of internal control.

CURRENT OPENING: One 12 month/40 hours per week position. Salary placement will be on Range 49 of the Confidential Salary Schedule "C". Initial salary placement for new employees is customarily at step 1 ($8,572.72 per month) of this salary range

APPLICANT FILING INFORMATION: This recruitment is open to the public. An eligibility list will be established to fill vacancies for full time, part time, evening, summer, and substitute positions throughout the duration of the eligibility list. Eligibility lists typically last for one year. Vacant positions are filled from the top three ranks. Pursuant to PC Rule 6.2.10, the eligibility list established for this recruitment may be used for another related classification at the same or lower salary.

NOTE: Answers to supplemental questions and proof of your highest obtained education must be submitted with your application. You may upload the documents to your online application (in the "Attachments" section) or fax them to Silvia Lagunas at (626) 333-7416.

Essential Duties

The classification specification does not describe all duties performed by all incumbents within the class. This summary provides examples of typical tasks performed in this classification.

• Coordinates and assists in projecting, administering, reporting and auditing the districts budgets.
• Conducts internal audits of District funds and accounts to determine if record keeping process is in compliance with federal, state, county, and District program procedures and regulations, and makes recommendations to improve such processes.
• Examines transactions and activities such as cash collections/deposits, payroll, and accounts payable.
• Plans and conducts the investigation of district procedures and internal controls to safeguard assets such as equipment and buildings and to comply with legal financial reporting requirements.
• Develops and/or modifies accounting standards and manuals for general accounting and student body funds accounting.
• Writes and edits audit reports to present findings, appraisals, conclusions, and recommendations.
• Audits student body funds at schools to determine that appropriate accounting procedures on collections and disbursements are followed.
• Keeps up-to-date on District accounting and financial policies and procedures and incorporates relevant additions/changes into the audit procedures and programs.
• Works with auditors facilitating review of District records and develops methods to implement suggestions arising from such audits.
• Completes audit fieldwork efficiently, effectively and in a professional manner and presents findings which are clearly stated, valid and supported by well documented and adequately referenced materials.
• Prepares budget projections and budget development.
• Reviews a variety of budget and fiscal documents to determine the status of the organization’s financial position.
• Designs, develops, and maintains forms, charts, graphics, and status boards that depict the processes and status of an organization’s budget, staffing, and programs.
• Coordinates the accounting function for Fiscal Services including fixed asset accounting system, payroll, student accounts, attendance and general accounting.
• Coordinates the preparation of budget, financial reports, and documents.
• Presents reports regarding budgets, as well as current and anticipated financial conditions to senior management or Board of Education.
• Reviews and appraises the soundness, adequacy, and application of financial and operational controls.
• Reviews excessive cost expenditures, operating inefficiencies and fraud.
• Determines if District assets are properly utilized, accounted for and safeguarded.
• Makes independent judgments regarding budget processes according to established procedures and guidelines.
• Recommends policies and procedures for budgeting and cost control.
• Assists in the development of financial procedures for new programs which requires analyzing laws and program requirements.
• Researches and investigates questions/issues as requested by District related to fiscal services and provides problem solving direction and solutions.
• Develops plans to maximize funding and use of funds by researching and implementing solutions for a more effective performance in terms of dollars and time.
• Plans, organizes, directs, trains and evaluates the performance of assigned supervisors and staff.
• Monitors performance and provides coaching for performance improvement and development.
• Monitors and maintains financial system security.
• Assists with the preparation and analysis of reports for negotiation team.
• Assumes responsibility for the Fiscal Services department in the absence of the Director of Fiscal Services.
  
  

Other Related Duties

• Serve on the negotiation team for collective bargaining as needed.
• Performs other related duties as directed.
  
  

PHYSICAL DEMANDS

Employees in this classification walk, sit, stand, lift and carry up to 25 lbs., push, pull, bend repeatedly, repetitively use fingers, wrists, or hands in a twisting motion or while applying pressure, use both hands simultaneously, have rapid mental/muscular coordination, speak clearly, hear normal voice conversation, need depth perception, have color vision/distinguish shades, see small details, use a computer and a telephone.

WORK ENVIRONMENT

Employees in this classification work inside, with exposure to contagious illnesses, in direct contact with the public and other District staff, in the absence of direct supervision, with a high volume of work and tight deadlines, continuous interruptions, and changing priorities.

REASONABLE ACCOMMODATIONS

In accordance with the Americans with Disabilities Act (ADA), the Hacienda La Puente USD provides reasonable accommodation to qualified individuals with covered disabilities on a case-by-case basis throughout the application, examination, and hiring processes and throughout employment. Requests for reasonable accommodations must be signed by your medical doctor or psychologist as appropriate, and must be on provider letterhead with the actual signature of the provider of services.

Education

Minimum Qualifications:

A Bachelor’s degree from an accredited college or university with a major in accounting, financial, business administration, public administration, auditing, economics or closely related field.

Experience

Five years of experience involving financial analysis, such as analysis of District, program or school-level budgets, cash flows, or income and appropriation statements, including three years of supervisory experience in a financial environment. Experience in a school district is desirable.

Knowledge Of

Ideal candidates will have:

• Financial system and management information systems.
• Fixed asset accounting system.
• Principles, procedures and methods related to public school budget, accounting, payroll, fiscal, and financial analysis, and research.
• Applicable laws and regulations governing public fiscal and financial systems.
• Financial reporting preparation and presentation techniques.
• Advanced audit and fiscal control procedures and practices.
• Internal control and audit principles and techniques.
• Statistical analysis and projection methods and techniques.
• Complex financial, statistical and comparative analysis techniques.
• Advanced financial record-keeping methods.
• Supervisory principles and practices.
• Personal computer and related software including advanced Microsoft Word and Excel.
  
  

Ability To

• Plan, organize and coordinate a complex budget management program and procedures to meet mandated regulations and requirement of law, quality standards and rigid deadlines.
• Become an expert user of the District’s financial system, including financials, budget and reporting.
• Interpret, apply and explain laws, rules and regulations of the District budget accounting, and fiscal procedures and policies.
• Analyze and interpret data by using appropriate statistical analysis techniques to draw conclusions and meaning.
• Communicate effectively both orally and in writing with others at various levels of understanding.
• Perform difficult and complex fiscal functions with minimal supervision.
• Review the details of work content, work steps and final work products to ensure completeness and accuracy.
• Display honesty, adherence to principles, and personal accountability.
• Delegate and plan work for others.
• Meet the needs and expectations of internal and external customers.
• Lead, develop, supervise, train and evaluate assigned personnel.
• Lead and work effectively in a team-oriented environment.
• Perform complex arithmetical calculations with accuracy.
• Collect assimilate and evaluate data to prepare sound recommendations.
• Prepare and write clear and conclusive audit reports and statistical and financial data.
• Prepare and present clear and comprehensive oral and written reports.
• Analyze, evaluate and resolve problems and issues with tact and proficiency.
• Work under pressure of constant deadlines with changing priorities.
• Understand and carry out oral and written instruction.
• Use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Establish and maintain cooperative and effective relationships with those contacted in the course of work.
• Operate a computer and appropriate software applications.
• Learn District and County computer applications.
• Identify information by locating appropriate sources and incisively search for the best quality information.
• Manage interpersonally strained situations calmly and diplomatically, while diffusing tension.
• Identify opportunities for improvement and come up with resourceful approaches to problems.
• Demonstrate leadership by creating a positive work environment in which all staff is motivated to do their best, and have the means and skills to accomplish their tasks.