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2021/05/11 City Council Resolution 2021-050 RESOLUTION NO. 2021-050 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ROHNERT PARK APPROVING THE POSITION TITLE, SALARY RANGE AND ASSOCIATED JOB DESCRIPTION FOR A SENIOR FINANCIAL ANALYST WHEREAS,the City provides a full range of financial services to the taxpayers, businesses, residents, investment community, City departments, and elected officials; and WHEREAS, it has been determined that the level of work needed for the accounting role within the department has shifted to a more analytical and project-based role with related responsibilities; and WHEREAS, adding a Senior Financial Analyst would allow staff to meet workload demands, and would increase the resiliency of the City's staffing plan; and WHEREAS, in order to maintain internal equity while attracting qualified candidates, staff recommends placing the Senior Financial Analyst in the existing Confidential salary range Range 56CF with an annual salary of$98,932.53 to $120,252.50 , which is the same rate and range as the current Senior Analyst; and WHEREAS,the cost of the position is already included in the Fiscal Year 21-22 operational budget for Finance Department. NOW,THEREFORE,BE IT RESOLVED by the City Council of the City of Rohnert Park that it does hereby authorize and approve the salary range,job title, and job description as shown in Exhibit A for a Senior Financial Analyst within the Finance Department. DULY AND REGULARLY ADOPTED this 11th da ►/ay, 2021. CIT I 'O NERT PARK h. At g d ell .r. Giudi =, ayor ATTEST: Sylvia Lo uevas, City Clerk Attachments: Exhibit A Alk... ADAMS: LINARES: Alt STAFFORD: ELWARD: Air GIUDICE: AYES: (S) NOES: ( 9s) ABSENT: (0 ) ABSTAIN: ( 50) EXHIBIT A SENIOR FINANCIAL ANALYST (Salary Range 56CF - $98,932.53 - $120,252.50) DEFINITION Under general direction, plans, organizes, leads and may supervise staff engaged in complex, sensitive, and detailed analytical work including quantitative analysis in the areas of accounting, budget, contracts, financial/fiscal, economic, legislative and administrative policies and reporting ; analyzes practices and procedures and makes recommendations for organizational, operational, policy, and procedural improvements; conducts needs analyses, feasibility studies, and program evaluation; develops and reviews council reports; coordinates assigned activities with other City departments, officials, outside agencies, and the public; fosters cooperative working relationships among City departments and with intergovernmental and regulatory agencies and various public and private groups; performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general direction from the Finance Director. The work provides for a wide variety of independent decision-making, within financial, fiscal, budgetary, legal, general policy and regulatory guidelines. May exercise direct supervision over staff. CLASS CHARACTERISTICS This is a specialized single-position, advanced journey level classification that plans, develops, and implements policies and procedures for assigned City-wide programs, including developing, reviewing, and presenting reports for Council, program and project budget preparation, government financial reporting, contract administration, management analysis, and program evaluation. Successful performance of the work requires knowledge of government accounting and budget development, public policy, City functions and activities, including the role of an elected City Council, and the ability to develop, oversee, and implement projects and programs in a variety of areas, develop clear, well-written reports for different audiences and the ability to present them. Responsibilities include coordinating the activities of the department with those of other departments and agencies. Performance of the work requires the use of considerable independence, initiative, and discretion within established guidelines. This class is distinguished from Management Analyst II in that the former performs the most complex analyst support to City-wide programs and projects, while the latter provides department specific analyst support. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job.  Participates in and oversees the development and administration of operational and capital project budgets; financial audits, comprehensive annual financial reports; develops and reviews council reports; assists in developing and administering City’s budget; monitors revenues and expenditures including analyzing current and historical trends, determining variances and improving cost effectiveness; identifies and recommends resolutions for accounting and budgetary problems. Senior Financial Analyst Page 2 of 4  Assists in developing goals, objectives, policies, procedures, work standards, and administrative control systems.  Conducts a variety of analytical and operational studies and surveys regarding departmental and City- wide programmatic activities, including complex financial, budget, technical accounting, personnel, operational, or administrative issues or questions; evaluates alternatives, makes recommendations, and assists with the implementation of procedural, administrative, and/or operational changes after approval; prepares comprehensive technical records and reports, identifies alternatives, and makes and justifies recommendations.  Coordinates the development and administration of the entire City's annual budget and Capital Improvement Program budget; provides for financial forecasting and planning including revenue projections, multi-year cash flow analysis, cost containment, and grant funds disbursement; directs all aspects of assigned programs, including legal and regulatory compliance.  Makes presentations to explain program or project status; answers questions or arranges for compilation of data to assist in decision-making process.  Ensures that accounting standards are met and performs responsible accounting, financial and/or budgetary document processing, document review, and program support work including participating in Special projects such as project management for implementation of new financial management system.  Serves as a liaison with employees, public, and private organizations, community groups, and other organizations; provides information and assistance to the public regarding the assigned programs and services; receives and responds to complaints and questions relating to assigned area of responsibility; reviews problems and recommends corrective actions.  Develops and implements new or revised programs, systems, procedures, and methods of operation; compiles and analyzes data, and makes recommendations regarding staffing, equipment, and facility needs.  Participates on a variety of interdisciplinary committees and commissions and represents the City to a variety of community and stakeholder groups; attends meetings regarding legislation that could affect the City.  Prepares and presents staff reports and other necessary correspondence.  Directs the work activities of assigned clerical and technical personnel; prioritizes and coordinates work assignments; reviews work for accuracy; recommends improvements in workflow, procedures, and use of equipment and forms.  Communicates orally, in writing, or through graphic representations and statistical summaries with colleagues, managers, employees, the public, organized employee groups, and representatives of various organizations.  Performs other duties as assigned. In performing the duties described above, the incumbent is expected to: • Provide outstanding and friendly customer service. • Create and maintain a respectful and collaborative working environment. • Communicate honestly and behave in a manner that is ethical, legal and fiscally responsible. • Demonstrate care for the organization, customers, and coworkers. • Perform work of the highest quality possible. • Practice and encourage initiative and innovation to improve the workplace. QUALIFICATIONS Knowledge of:  Financial and administrative principles and practices, including government accounting, audit, financial reporting and analysis; organizational structure and the role of an elected council and the legal mandates of municipal government, operations, goal setting, program development, implementation, and evaluation, and supervision of staff. Senior Financial Analyst Page 3 of 4  Public agency budgetary, contract administration, and administrative practices related to the functions of the assigned area, including techniques and formulas for administrative, financial and comparative analysis.  Organizational and management practices as applied to the analysis and evaluation of operational and capital budgets, projects, programs, accounting policies, procedures, and operational needs; principles and practices of municipal government administration.  Applicable Federal, State, and local laws, rules, regulations, ordinances, and organizational policies and procedures relevant to assigned area of responsibility.  Technical, legal, financial, and public relations issues associated with the management of City programs.  Methods and techniques for the development of presentations, contract negotiations, business correspondence, and information distribution; research and reporting methods, techniques, and procedures.  Record keeping principles and procedures.  Modern office practices, methods, and computer equipment and applications related to the work.  English usage, grammar, spelling, vocabulary, and punctuation.  Techniques for effectively representing the City in contacts with governmental agencies, community groups, various business, professional, educational, and regulatory organizations, and the public.  Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to:  Conduct complex research projects, evaluate alternatives, project consequences, make sound recommendations, and prepare effective technical staff reports.  Develop and implement goals, objectives, policies, procedures, work standards, and internal controls for assigned programs and budgets.  Work cooperatively with, provide staff support to, and implement the policies of the City Manager.  Prepare and administer program and project budgets in a transparent, ethical, and highly accountable manner; allocate resources in a cost-effective manner.  Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local laws, rules, regulations, policies, and procedures.  Prepare, review, and present council staff reports.  Assist in the selection of staff, provide supervision and training, and plan, organize, direct, and coordinate the work of supervisory, technical, and office support staff.  Research, analyze, and evaluate new service delivery methods, procedures, and techniques.  Effectively administer special projects with contractual agreements and ensure compliance with stipulations; effectively administer a variety of programs and administrative activities.  Effectively represent the City in meetings with governmental agencies, contractors, vendors, and various businesses, professional, regulatory, and legislative organizations.  Identify and respond to community and organizational issues, concerns, and needs.  Exercise sound judgement and maintain confidentiality of critical and sensitive information.  Prepare clear and concise reports, correspondence, policies, procedures, and other written materials.  Establish and maintain a variety of filing, record keeping, and tracking systems.  Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines.  Operate office equipment and computer applications related to the work.  Use English effectively to communicate in person, over the telephone, and in writing.  Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.  Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Senior Financial Analyst Page 4 of 4 Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to a bachelor’s degree from an accredited college or university with major coursework in government accounting, finance, business or public administration, public policy, or a related field and four (4) years of progressively responsible government program finance and administration experience, which included accounting, recordkeeping, financial analysis, resource planning, policy analysis, research, budget development and administration, and communication technologies experience. PHYSICAL DEMANDS Must be able to work in a standard office setting and use basic office equipment, including a computer; to utilize transportation to visit various City and meeting sites; to be able to read and/or interpret printed materials and information on a computer screen; and be able to effectively communicate in person, before groups, and over the telephone. Positions in this classification may occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. FLSA Status: Exempt Employee Unit: Confidential Approved By: Date Approved: