Address
Form of workTitle: Financial Planning Analyst II
*This position can be housed in San Bernardino or Los Angeles
Classification: Exempt
Actual offers will be determined by the candidate's creditable years of experience in conjunction with internal equity considerations and based on the organization's current compensation practices.
Location: Los Angeles or San Bernardino, CA
Job Code: 497
Job Summary
Responsible for a range of budgetary and fiscal analyses in support of the Agency's budgetary planning and development and fiscal operations. Performs a variety of independently technical and analytical functions in the areas of Financial Planning budget development, variance analysis and financial management.
Conduct financial, statistical, and analytical assessments, including financial modeling, revenue/cost forecasting, and risk/return analysis; and prepares and assists in the preparation and reporting of financial reports.
Essential Duties
11. Other duties and related responsibilities, as assigned to support specific department/business needs.
Education Requirements
• AA/AS Degree in Business/Accounting/Finance and 5 years of progressively responsible, related experience required.
or
• BA/BS Degree in Business/Accounting/Finance and 3 years of progressively responsible, related experience required.
Other Specific Requirements
• Must pass Department of Justice (DOJ), Federal Bureau of Investigations (FBI), and Child Abuse Index Check (CAIC) background clearance.
• Valid California Driver's license with two years of experience driving and clean driving record may be required.
Work Environment/Conditions
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee may be required to use hands to handle or feel objects, tools or controls; reach with hands and arms; and taste or smell. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
In addition this position requires sitting, standing, walking, kneeling, and climbing.
Employee Statement of Understanding
I have read and understand the job description for my position. I am able to perform all of the essential functions of this position. I agree to successfully complete all required training indicated for this position. I agree to keep all of my required certifications and licenses current and up to date and provide proper documentation of the same to the Human Resources Department. I agree to comply with all Agency policies and procedures. I agree to comply with the agency compliance plan and all laws, rules, regulations and standards of conduct relating to my position. As an employee, I understand my duty to report any suspected violations of the law or the standards of conduct to my immediate supervisor. As an employee, I will strive to uphold the mission and vision of the organization. All employees are required to adhere to the values in all their interactions with youth and families and fellow employees.
*This position can be housed in San Bernardino or Los Angeles
Classification: Exempt
Actual offers will be determined by the candidate's creditable years of experience in conjunction with internal equity considerations and based on the organization's current compensation practices.
Location: Los Angeles or San Bernardino, CA
Job Code: 497
Job Summary
Responsible for a range of budgetary and fiscal analyses in support of the Agency's budgetary planning and development and fiscal operations. Performs a variety of independently technical and analytical functions in the areas of Financial Planning budget development, variance analysis and financial management.
Conduct financial, statistical, and analytical assessments, including financial modeling, revenue/cost forecasting, and risk/return analysis; and prepares and assists in the preparation and reporting of financial reports.
Essential Duties
- Assist Agency divisional directors and provide recommendation to formulate, evaluate and monitor project expenditures and reporting.
- Analyzes financial and historical data and completes financial report to understand and explains agency cost and revenue streams.
- Generate fiscal feasibility analysis of new / proposed programs and projects. During program financial reviews, participates and may articulate fiscal strategies and desired outcomes.
- Research and prepare multi-divisional analyses on a variety of issues and projects involving resource management, internal cost control, and strategic fiscal planning and projection.
- Provide support to Agency management in analyzing financial information, drawing conclusions and formulating recommendations.
- Creates budget and budget narratives for the Request for Proposal (RFP) process and reviews with management.
- Develop forecasts of net income based upon projections naturals, presents results, and reports and explains variances.
- Assist in the design of systems for automation of financial management reports and other automated programs integrated with the primary accounting/financial system as needed.
- Develop program budgets. Calculates, analyzes, and validates budget items including direct and indirect allocations line items. Prepares analysis of program support, cost, advises and consults with program managers about budget and financial issues.
- Review financial history, various regulations and external resources to recommend approaches in resolving accounting problems or the appropriate application of procedures or reporting.
11. Other duties and related responsibilities, as assigned to support specific department/business needs.
Education Requirements
• AA/AS Degree in Business/Accounting/Finance and 5 years of progressively responsible, related experience required.
or
• BA/BS Degree in Business/Accounting/Finance and 3 years of progressively responsible, related experience required.
Other Specific Requirements
• Must pass Department of Justice (DOJ), Federal Bureau of Investigations (FBI), and Child Abuse Index Check (CAIC) background clearance.
• Valid California Driver's license with two years of experience driving and clean driving record may be required.
Work Environment/Conditions
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee may be required to use hands to handle or feel objects, tools or controls; reach with hands and arms; and taste or smell. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
In addition this position requires sitting, standing, walking, kneeling, and climbing.
Employee Statement of Understanding
I have read and understand the job description for my position. I am able to perform all of the essential functions of this position. I agree to successfully complete all required training indicated for this position. I agree to keep all of my required certifications and licenses current and up to date and provide proper documentation of the same to the Human Resources Department. I agree to comply with all Agency policies and procedures. I agree to comply with the agency compliance plan and all laws, rules, regulations and standards of conduct relating to my position. As an employee, I understand my duty to report any suspected violations of the law or the standards of conduct to my immediate supervisor. As an employee, I will strive to uphold the mission and vision of the organization. All employees are required to adhere to the values in all their interactions with youth and families and fellow employees.
