FISCAL ANALYST I @ Fiscal Department/District Office at Mt. Diablo Unified
Job Description / Essential Elements:
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CLASS TITLE: FISCAL ANALYST
DEFINITION: Coordinate and perform complex, advanced-level accounting and budgeting duties requiring independent judgment and analysis related to district financial records and reports. Prepare various related reports as required for all district’s sources, and local oversight committee(s).
EXAMPLE OF DUTIES:
- Coordinate and perform complex, advanced-level accounting and budget duties requiring independent judgment and analysis; maintain various financial records, ensure all related accounting entries and transfers are completed, and accounting records reconcile to respective reports
- Assure compliance with various local, state and/or federal reporting requirements, guidelines, rules and regulations as well as district procedures and policies
- Analyze complex, advanced-level technical accounting procedures; review and maintain records, and prepare reports.
- Analyze advanced-level processes and procedures, and implement appropriate accounting systems.
- Monitor assigned budgets to assure compliance, identify and rectify discrepancies, respond to questions, and provide detailed instructions.
- Assist in year-end closing of district accounts and budget preparation.
- Assist with training and cross-training.
- Work with Accounting, Technology Information Services and Personnel to reconcile anomalies.
- Perform monthly financial analysis and comparisons of program expenditures in relation to the approved budget; work closely and cooperatively with designated program managers and directors and site administrators to help prevent over-expenditures and advise them if a budget revision or reduction in expenditures is necessary.
- Perform technical analyses to prepare parts of the annual program and/or district budgets.
- Perform related duties as assigned.
DESIRABLE QUALIFICATIONS:
Training and Experience: A combination of training and experience equivalent to graduation from high school, two years of college level work in bookkeeping, accounting or a related field, three years clerical experience with an emphasis on the maintenance of fiscal records.
Knowledge of:
- Bookkeeping and accounting principles and practices
- Preparation of financial reports and schedules
- Local, state and federal reporting and accounting guidelines, rules and regulations
- Operation of a computer and related software
- Modern office practices, procedures and equipment
- Correct oral and written usage of English, grammar, spelling, punctuation, and composition
Skill in:
- All phases of financial record keeping
- Preparing financial reports according to established guidelines
- Analyzing and interpreting complex financial data
- Meeting schedules and timelines
- Communicating effectively both orally and in writing
Ability to:
- Read, interpret, apply and explain rules, policies, procedures and regulations
- Coordinate and perform complex, advanced-level accounting and budget duties
- Analyze and interpret complex fiscal records and documents
- Operate a ten-key calculator
- Research, analyze, compile and verify data, and prepare accurate and complete financial reports
- Establish and maintain cooperative working relationships
- Compose correspondence and written material independently
License and Certificates:
- A valid California driver’s license
MT . DIABLO UNIFIED SCHOOL DISTRICT Board Approved 9-13-05
CST, Range 525
Requirements / Qualifications
Requirements / Qualifications
SELECTION PROCEDURE: All applicants are required to take and pass the written examination scheduled below. Areas covered on the examination are payroll computation, payroll worksheet, filing, WORD exercise, EXCEL and timed typing at 30 wpm net. Calculators may be used on the examination, but will not be provided. Computers will be used for typing exercises, memo and computer knowledge. Typing Certificate for 30 wpm, within the last 6 months will be accepted (online typing certificates will not be accepted) or applicants can take a timed typing test at the exam (if typing is not passed, the applicant cannot stay and take the rest of the written test). If submitting a certificate, it must be submitted by final filing date. EXAMINATION INFORMATION: Date: MONDAY, OCTOBER 7, 2019 LOCATION: WILLOW CREEK CENTER, 1026 MOHR LANE, CONCORD - COMPUTER LAB TIME: 9 AM (Approximate test time 2-1/2 hrs.) PLEASE ATTEND TESTING AT ABOVE STATED DATE AND TIME. YOU WILL NOT RECEIVE WRITTEN NOTIFICATION. NOTICE: Following successful testing, a competitive screening process will be used to determine who will be invited to the interview portion of the examination. The following will be taken into consideration as part of the screening process: test results, application, resume, and letters of recommendation. Applicants will be notified of interview date and time. Prior to employment, candidate will be fingerprinted by Mt. Diablo Unified School District; costs incurred are the responsibility of the prospective employee.
- Letter(s) of Reference (less than two years old)
- Resume
SELECTION PROCEDURE: All applicants are required to take and pass the written examination scheduled below. Areas covered on the examination are payroll computation, payroll worksheet, filing, WORD exercise, EXCEL and timed typing at 30 wpm net. Calculators may be used on the examination, but will not be provided. Computers will be used for typing exercises, memo and computer knowledge. Typing Certificate for 30 wpm, within the last 6 months will be accepted (online typing certificates will not be accepted) or applicants can take a timed typing test at the exam (if typing is not passed, the applicant cannot stay and take the rest of the written test). If submitting a certificate, it must be submitted by final filing date. EXAMINATION INFORMATION: Date: MONDAY, OCTOBER 7, 2019 LOCATION: WILLOW CREEK CENTER, 1026 MOHR LANE, CONCORD - COMPUTER LAB TIME: 9 AM (Approximate test time 2-1/2 hrs.) PLEASE ATTEND TESTING AT ABOVE STATED DATE AND TIME. YOU WILL NOT RECEIVE WRITTEN NOTIFICATION. NOTICE: Following successful testing, a competitive screening process will be used to determine who will be invited to the interview portion of the examination. The following will be taken into consideration as part of the screening process: test results, application, resume, and letters of recommendation. Applicants will be notified of interview date and time. Prior to employment, candidate will be fingerprinted by Mt. Diablo Unified School District; costs incurred are the responsibility of the prospective employee.
- Letter(s) of Reference (less than two years old)
- Resume
Comments and Other Information
POSITION: Under general supervision, coordinates and performs complex advanced-level accounting and budgeting duties requiring independent judgment and analysis related to district financial records and reports. Prepare various related reports as required for all district sources and local oversight committees. Performs job related duties.
REQUIREMENTS: All applicants must possess strong analytical skills and the knowledge and abilities required for successful job performance as follows:
TRAINING & EXPERIENCE:
• Combination of training and experience equivalent to graduation from high school
• Two years of college level work in bookkeeping, accounting or a related field
• Three Years clerical experience with an emphasis on the maintenance of fiscal records
KNOWLEDGE OF:
• Preparation of financial reports and schedules
• Bookkeeping and accounting principles and practices
• Local, state and federal reporting and ac counting guidelines, rules and regulations
• Operation of a computer and related software
SKILL IN:
• All phases of financial record keeping
• Preparing financial reports according to established guidelines
• Analyzing and interpreting complex financial data
• Communicating effectively both orally and in writing
ABILITY TO:
• Read, interpret, apply and explain rules, policies, procedures and regulations
• Coordinate and perform complex, advanced level accounting and budget duties
• Operate a ten-key calculator
• Establish and maintain cooperative working relationships
LICENSES & CERTIFICATES:
• A valid California driver’s license
"Please see Job Description"
NONDISCRIMINATION: The Mt. Diablo Unified School District prohibits discrimination, harassment, intimidation, and bullying based on actual or perceived ancestry, age, color, disability, gender, gender identify, gender expression, nationality, race or ethnicity, religion, sex, sexual orientation, actual or potential parental, family, marital status, or association with a person or a group with one or more of these actual or perceived characteristics. Questions, concerns or complaints regarding compliance with Title IX student issues, please contact the Title IX Compliance Officer, Michael A. Jimenez, Assistant Superintendent High School, at 1936 Carlotta Drive, Concord, CA 94519, by phone (925) 682-8000, or email at jimenezma@mdusd.org. Questions, concerns or complaints regarding compliance with Title IX employee issues, please contact the Executive Director of Human Resourcesl, Lisa Murphy Oates, at 1936 Carlotta Drive, Concord, CA 94519, by phone (925) 682-8000, or email at murphyoates@mdusd.org. Questions, concerns or complaints regarding harassment, discrimination, intimidation and bullying, please contact the Equity Compliance Officer, Jennifer Sachs, Executive Director of Instructional Support, at 1936 Carlotta Drive, Concord, CA 94519, by phone (925) 682-8000, or email at sachsj@mdusd.org.
Comments and Other Information
POSITION: Under general supervision, coordinates and performs complex advanced-level accounting and budgeting duties requiring independent judgment and analysis related to district financial records and reports. Prepare various related reports as required for all district sources and local oversight committees. Performs job related duties.
REQUIREMENTS: All applicants must possess strong analytical skills and the knowledge and abilities required for successful job performance as follows:
TRAINING & EXPERIENCE:
• Combination of training and experience equivalent to graduation from high school
• Two years of college level work in bookkeeping, accounting or a related field
• Three Years clerical experience with an emphasis on the maintenance of fiscal records
KNOWLEDGE OF:
• Preparation of financial reports and schedules
• Bookkeeping and accounting principles and practices
• Local, state and federal reporting and ac counting guidelines, rules and regulations
• Operation of a computer and related software
SKILL IN:
• All phases of financial record keeping
• Preparing financial reports according to established guidelines
• Analyzing and interpreting complex financial data
• Communicating effectively both orally and in writing
ABILITY TO:
• Read, interpret, apply and explain rules, policies, procedures and regulations
• Coordinate and perform complex, advanced level accounting and budget duties
• Operate a ten-key calculator
• Establish and maintain cooperative working relationships
LICENSES & CERTIFICATES:
• A valid California driver’s license
"Please see Job Description"
NONDISCRIMINATION: The Mt. Diablo Unified School District prohibits discrimination, harassment, intimidation, and bullying based on actual or perceived ancestry, age, color, disability, gender, gender identify, gender expression, nationality, race or ethnicity, religion, sex, sexual orientation, actual or potential parental, family, marital status, or association with a person or a group with one or more of these actual or perceived characteristics. Questions, concerns or complaints regarding compliance with Title IX student issues, please contact the Title IX Compliance Officer, Michael A. Jimenez, Assistant Superintendent High School, at 1936 Carlotta Drive, Concord, CA 94519, by phone (925) 682-8000, or email at jimenezma@mdusd.org. Questions, concerns or complaints regarding compliance with Title IX employee issues, please contact the Executive Director of Human Resourcesl, Lisa Murphy Oates, at 1936 Carlotta Drive, Concord, CA 94519, by phone (925) 682-8000, or email at murphyoates@mdusd.org. Questions, concerns or complaints regarding harassment, discrimination, intimidation and bullying, please contact the Equity Compliance Officer, Jennifer Sachs, Executive Director of Instructional Support, at 1936 Carlotta Drive, Concord, CA 94519, by phone (925) 682-8000, or email at sachsj@mdusd.org.
Application Deadline
10/2/2019 4:30 PM Pacific
Date Posted
9/18/2019
Contact
Number of Openings
1
Add'l Salary Info
$22.85 - $29.17
Length of Work Year
8 hrs/day; 12 months/year
Employment Type
Full Time
Location:
FISCAL SERVICES DEPARTMENT
Supervisor:
DIRECTOR OF FISCAL SERVICES
EXAM DATE:
MONDAY, OCTOBER 7, 2019