Finance Senior Specialist

Salary : $63,503.00 – $90,781.00 Annually

Location : Stockton, CA

Job Type: Full-Time Regular

Job Number: FY23-00038

Department: Finance

Opening Date: 05/19/2023

Job Summary
Under general supervision, performs responsible financial, statistical, budgetary and other management analyses in support of the development and administration of District and department budgets, including the preparation and/or review and analysis of financial plans and operations; develops and recommends improvement to business operations and processes; performs a variety of responsibilities that require application of professional accounting principles, standards and practices; and performs related duties as assigned.

Finance Senior Specialist is the advanced journey-level class the finance analyst class series. Under minimal supervision, the incumbent independently performs the most complex professional duties requiring the application of in-depth knowledge in analyzing and maintaining financial records and systems. An incumbent is expected to exercise considerable discretion and apply a thorough knowledge of generally accepted accounting standards, relevant laws and regulations, RTD policies and procedures. Incumbents may provide lead work guidance and direction or project management oversight to a small number of other professional or technical staff, but do not have full supervisory responsibility.

Essential Duties and Responsibilities
The following statements are intended to describe the general nature and level of work performed by people assigned to this classification. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

1. Participates in the planning, development, implementation and monitoring of department and District-wide operating and capital budgets.
2. Work closely with the grants department on budget, grants programming, and post grant reporting.
3. With direction, develops, reviews, summarizes and analyzes financial plan projections and documents.
4. Utilizes budget and accounting system software to perform in-depth revenue, expenditure, budgetary and other analyses.
5. Monitors, tracks and analyzes actual performance against budget.
6. Identifies potential issues and formulates recommendations to management.
7. Drafts and/or analyzes budget proposals, requests and other related documents, including budget amendments.
8. Performs other incidental and related duties as required and assigned.

Qualifications
Knowledge of:

1. Principles, practices and terminology of general, fund, and governmental accounting including financial statement preparation and methods of financial and internal control and financial reporting.
2. Internal control and some audit principles and practices.
3. Accounting standards and requirements applicable to district operations and funding sources.
4. Laws and regulations relating to the financial administration of public agencies.
5. Principles and practices of business data processing particularly related to the processing of accounting and financial information and interpretation of input and output data.
6. The operations and requirements of the district’s automated general ledger system
7. Operations and uses of standard spreadsheet and other financial and business software.
8. Research methods and analysis techniques.
9. Excellent organizational and presentation skills.
10. Principles and practices of sound business communication.
11. Microsoft Office Suite, including Word, Excel, and PowerPoint.
12. Proficient in English, spelling, grammar and punctuation.
13. Policies and procedures of the assigned department.

Ability to:

1. Operate a computer and utilize advanced functions of spreadsheet and other standard financial and business software.
2. Verify the accuracy of financial data and information.
3. Analyze, balance and reconcile financial data and accounts.
4. Analyze and make sound recommendations on complex financial data and operations.
5. Evaluate accounting and financial reporting issues and make sound recommendations for their resolution.
6. Understand, interpret, and explain local, state, and federal laws and regulations governing financial accounting, reporting and record keeping.
7. Perform mathematical calculations.
8. Prepare clear, concise and comprehensive financial schedules, reports and statements.
9. Exercise sound independent judgment within general policy guidelines.
10. Organize, set priorities, and meet deadlines.
11. Work independently and in a team-oriented environment.
12. Instruct others in work procedures and practices.
13. Understand and follow oral and written instructions.
14. Communicate clearly and effectively, orally and in writing.
15. Establish and maintain effective working relationships with all levels of District management, employees and others encountered in the course of work.

Education, Training and Experience:
A typical way of obtaining the knowledge, skills, and abilities outlined above is:

Finance Senior Specialist:
Graduation from a four-year college or university with a major in public or business administration, finance, accounting or a related field; and at least five years of progressively responsible experience performing governmental budget and finance analysis or professional accounting work which included the design and installation of accounting systems, preparation of comprehensive financial statements and advanced cost accounting; or an equivalent combination of training and experience. One (1) additional year of the required experience may be substituted for each year (30 semester hours) of the required education.

Licenses; Certificates; Special Requirements:
A valid California Class C driver’s license.
Experience in a public transit agency or governmental setting is preferred.

PHYSICAL AND MENTAL DEMANDS
The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands:
While performing the duties of this class, an employee is regularly required to sit, talk and hear, in person and by telephone, use hands repetitively to operate standard office equipment, and reach with hands and arms. The employee is frequently required to stand, walk, and lift up to ten pounds.
Specific vision abilities required by this class include close vision and the ability to adjust focus.

Mental Demands:
While performing the duties of this class, the employee is regularly required to use written and oral communication skills; read and interpret complex data, information, and documents; analyze and solve complex problems; observe and interpret people and situations; use math and mathematical reasoning; learn and apply new information or skills; perform highly detailed work on multiple, concurrent tasks with constant interruptions; work under intensive deadlines and interact with all levels of RTD management, staff, employees, representatives of employee organizations, other governmental officials, and the public.

WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this class, the employee works under typical office conditions and the noise level is moderately quiet.

EMPLOYMENT PROCESS:

Applicants must complete and submit an official application form. The standards as stated on the front of the job announcement represent only the minimum required to fill an application. Resumes will be accepted but may not be substituted for the required application form. Meeting the listed standards does not guarantee that a candidate will be invited for an interview as the Human Resources Department reserves the right to limit the number of candidates to the most qualified for the vacancy. The selection process for this position may include a written assessment. All statements made on the application are subject to verification and investigation. False statements will be cause for disqualification, removal from the eligible list or termination of employment.

Employment is conditional upon successfully passing all pre-employment screens. Substance abuse tests paid by the Transit District are required of each prospective employee. Candidates are cautioned that offers of employment are conditional and subject to the satisfactory completion of DOT physical examination (for safety sensitive positions), substance abuse drug and alcohol tests, reference checks, and a background investigation.

San Joaquin Regional Transit District is an Equal Opportunity/Affirmative Action employer.

Benefits

The District offers a competitive employee benefit program that includes:

INSURANCE: RTD provides comprehensive health and dental insurance package for all full-time employees and their

dependents. RTD also provides $20,000 life insurance for all full-time employees.

SICK LEAVE: Twelve (12) days per year for all full-time employees.

VACATION: Two (2) weeks to six (6) weeks depending on length of service for full-time employees.

RETIREMENT: RTD participates in a 401(a) retirement plan in which RTD provides a generous match.

The provisions of this bulletin are subject to change without notice and do not constitute an express or implied contract.

The District offers a competitive employee benefit program that includes:

INSURANCE: RTD provides comprehensive health and dental insurance package for all full-time employees and their dependents. RTD also provides $20,000 life insurance for all full-time employees.

SICK LEAVE: Twelve (12) days per year for all full-time employees.

VACATION: Two (2) weeks to six (6) weeks depending on length of service for full-time employees.

RETIREMENT: RTD participates in a 401(a) retirement plan in which RTD provides a generous match.

01

Do you possess a valid California Class “C” Driver’s License?

• Yes
• No

02

If offered this position, I understand I may be required to submit proof of education validating level of college education.

• Yes
• No

03

What is your highest level of completed education?

• High School or GED
• Some College
• Vocational School
• Associate’s Degree
• Bachelor’s Degree
• Master’s Degree
• Doctorate Degree/PhD
• Juris Doctorate
• None

04

Please state your minimum salary requirement?

05

Why do you believe you are qualified for this position?

06

Do you have any Grants Accounting or Grants Reporting experience?

• Yes
• No

07

How many years of experience do you performing governmental budget and finance analysis?

• No experience
• Less than 1 year
• 1 year to less than 2
• 2 years to less than 3
• 3 years to less than 4
• 4 years to less than 5
• 5 years to less than 6
• 6 years to less than 7
• 7 years to less than 8
• 8 years to less than 9
• 9 years to less than 10
• 10 or more years

08

How many years of progressively experience do you have in professional accounting work which included the design and installation of accounting systems?

• No experience
• Less than 1 year
• 1 year to less than 2
• 2 years to less than 3
• 3 years to less than 4
• 4 years to less than 5
• 5 years to less than 6
• 6 years to less than 7
• 7 years to less than 8
• 8 years to less than 9
• 9 years to less than 10
• 10 or more years

09

How many years of experience do you have in preparation of comprehensive financial statements and advanced cost accounting?

• No experience
• Less than 1 year
• 1 year to less than 2
• 2 years to less than 3
• 3 years to less than 4
• 4 years to less than 5
• 5 years to less than 6
• 6 years to less than 7
• 7 years to less than 8
• 8 years to less than 9
• 9 years to less than 10
• 10 or more years

10

Are you able to work 100% in the office?

• Yes
• No

Required Question