This job announcement may include additional descriptors regarding the position. Please read the full job description at www.santacruzcoe.org. Applicants are encouraged to attach a résumé to the application material. Qualified applicants will be invited to a written examination (50%). Those passing the written examination will be invited to an oral examination covering the knowledge and skills required (50%). An eligibility list will be established and the top ranks of candidates will be interviewed for final consideration and appointment. The eligibility list established will remain in effect for a period of six (6) months unless it no longer exists due to an insufficient number of available candidates. In the event an applicant needs reasonable accommodation to take any qualifying test, the applicant is to inform the County Office of Education prior to the administration of the test.
Classified Salary Schedule: $5,383 to $5,917 per month with earning potential up to $6,820 per month. (Salary range placement will depend on education and experience. The Santa Cruz County Office of Education provides an Associate Degree stipend of $375, a Bachelor’s stipend of $750 or a Master’s stipend of $1,500 per year for eligible employee. The stipend amount will be prorated based upon FTE.)
Benefits: Employees assigned to this schedule are entitled to receive vision, dental and medical coverage for the employee and their dependents. Employees have a choice between three HMO and three PPO plans. Each plan may have an employee premium contribution amount for which the employee can utilize a tax sheltered Section 125 Plan. Retirement benefits are accrued through the Public Employee Retirement System (CalPERS). CalPERS members are required to pay their portion of the retirement plan. The employee also receives long-term disability insurance and life insurance.
This position will be assigned to the Business Services Department, Internal Fiscal Services Desk: The Financial Analyst is to perform a variety of professional, responsible financial, auditing, budgeting, and analytical duties in the fiscal operation of school districts and the COE; assist in the development, monitoring, controlling and administration of budgets, financial reporting and financial analysis; may be responsible for fiscal duties relating to Special Education and Special Education Local Planning Area (SELPA) funding, budgeting and reporting; accounting for school districts and Joint Power Authority (JPA); fiscal duties relating to categorical funding and reporting for internal services; interact with County Auditors and school district business personnel; and perform various other high-level job-related functions.
Essential Duties: Perform a variety of detailed functions relating to budget development, control, and analysis; establishing, analyzing, auditing, reconciling and maintaining manual and automated financial records; and assure financial activity, transactions and reports related to assigned accounts comply with applicable standards, requirements, laws, codes, rules, regulations, policies and procedures. Maintain informational contact with officials of federal, state and local governmental agencies, and initiate and complete a variety of local, state and federal reports. Pursuant to direction, act as a resource for school district personnel and COE personnel for cash flow, legality of expenditures, budget procedures, accounting reports, audits and budget revisions. Prepare and complete all first and second Interims, adopted budgets, and unaudited actuals reports for State submission in the required software. Calculate local control funding formula (LCFF) revenue projections and verify allocations from various categorical grants and entitlements. Provide statistical analysis and analytical reporting on the financial management of school districts and the COE. Perform detailed reviews and analysis of various financial reports including in-depth reviews for AB1200 compliance and Public Disclosures. Review, audit, analyze, reconcile and adjust assigned accounts; calculate, post, audit, code and adjust journal entries; update accounts to reflect income, expenditures, transfers and other transactions; balance accounts, audit for errors and make appropriate corrections and adjustments. Compare and reconcile ledgers, statements, records, documents, transactions and reports to identify errors and discrepancies; review, process, audit and assure accuracy of a variety of transactions and related documents; approve transactions as appropriate; initiate and process account and budget transfers as needed. The Santa Cruz County Office of Education provides quality educational programs and services to a diverse community. Prepare and maintain a variety of financial and statistical reports, statements and records related to income, expenditures, accounts, funds, budgets and assigned accounting functions; review, audit and analyze financial statements, records and reports to assure accuracy, completeness and compliance with established guidelines, procedures and generally accepted accounting principles. Input a wide variety of financial and statistical data into an assigned computer system; establish and maintain automated records and files; initiate queries, manipulate data, develop spreadsheets and generate a variety of computerized reports and documents; assure accuracy of input and output data. Collect, research, review, compile, prepare, calculate, analyze and revise financial and statistical data related to assigned accounts, budgets and activities; identify, research, investigate and resolve financial issues, errors and discrepancies; calculate and review revenue limits as required. Respond to complaints and inquiries for information from administrators, the public, and personnel concerning matters related to business and financial affairs of the county office of education. Serve as a County Office liaison and resource for superintendents, local school district business managers, the county office of education, and other state, federal and local agencies concerning financial transactions and reports, revenue limits, special education funding, the AB602 funding model, attendance reporting and assure school district financial transactions and reports comply with current laws and requirements. Coordinate and gather period attendance reports, develop procedures and processes for attendance reporting, interpret and analyze attendance related regulations in coordination with the county office of education business office management staff. Develop and provide in-service trainings for a variety of areas including the financial system and in the accounting and budget processes to district and county office of education employees. Conduct research, analyze data and make recommendations for the formulation of new or revised fiscal-related policies and procedures. Comply with Santa Cruz County Office of Education Board Policies and Administrative Regulations. Perform other job-related tasks as required.
Knowledge of—Principles and practices used in governmental accounting, auditing and budgeting. Principles of financial analysis and research procedures. Principles and techniques of auditing. Business correspondence, memorandum, and report writing formats.
Skill and Ability to—Advise program managers of legal compliances and financial reporting requirements, including provisions of AB602 for Special Education. Interact with and maintain cooperative relationships with all levels of county office of education staff, school districts, agencies, and the public. Communicate effectively, in coordination with the county office of education business office management staff, a variety of issues to local school districts and county office of education departments in the English language both orally and in writing. Prepare documents for the external auditor; answer questions, prepare narrative for audit and maintain specialized files and records for audit review. Analyze financial problems. Provide annual budget information and long-range financial planning. Balance cash, clear reconciling items in a timely manner, resolve discrepancies. Prepare reports and develop records and procedures. Organize, plan, and complete budget development, interim reporting and year-end closing processes. Ability to work with county office of education information technology (IT) staff to resolve questions relating to the financial system.
Education and Experience: A Bachelor’s degree from an accredited college or university in business administration, accounting, or a closely related field. Four years of experience in accounting, public financial management or a closely related field. Experience in a school district or county office of education is required.
License or Certificate: Possession of, or ability to obtain, an appropriate, valid California driver's license.
SPECIAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Essential duties require the following physical skills and work environment: Ability to sit, stand, walk, kneel, stoop, climb and lift 25 pounds. Ability to travel to different sites and locations. Ability to work in a standard office.
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