Fiscal Analyst

San Joaquin Delta College•Stockton, CA

About The Position

Under the direction of the assigned manager, perform complex, technical, and analytical budgeting and accounting responsibilities and duties. This role involves performing a variety of accounting, budgeting, financial, and planning analyses for compliance reporting to support high-level decision-making for the District. The position ensures adherence to District policies, procedures, and applicable laws, rules, and regulations. It also serves as a functional lead in various technical tasks and projects related to the assigned area of responsibility, requiring significant independent judgment. Decisions made in this role have a substantial impact on the operations and compliance reporting of the District. The Fiscal Analyst serves as a technical lead to Fiscal Specialists, Fiscal Technicians, and other fiscal classifications. This is the advanced level classification in the Fiscal series, distinguished by a higher level of responsibility, complexity of duties, broad impact, and a high degree of independent judgment and problem-solving. It is a strong lead, non-supervisory position and a subject matter expert in the Fiscal function.

Requirements

Knowledge of general principles and practices of technical accounting and budgeting using Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB) statements, and the California Community College’s Chancellor’s Budget and Accounting Manual (BAM).
Knowledge of principles and practices of restricted and categorical funding, fund accounting, public sector budgeting, reporting, and auditing.
Knowledge of principles and practices of effective team leadership and training.
Knowledge of standard office procedures, methods, and equipment.
Knowledge of principles, policies, guidelines, regulations, and laws of various State and Federal agencies governing the fiscal administration of a Community College District.
Knowledge of financial and management information systems used for the fiscal administration of a Community College District.
Knowledge of financial research, data collection, and report writing.
Knowledge of coding and reporting standards; District policies and procedures applicable to the area of assignment.
Knowledge of pertinent Federal, State, and local laws, codes, and regulations.
Ability to develop and apply sound budgeting and accounting methods to a variety of complex financial transactions and technical problems.
Ability to prepare accurate, comprehensive technical, and non-standardized budget and accounting reports and projections.
Ability to interpret, explain, and apply District, County, State, and Federal policies, regulations, and laws governing the fiscal operations of a Community College District.
Ability to effectively problem-solve, analyze information, and data with multiple abstract variables.
Ability to develop options and make recommendations to management.
Ability to develop short and long-range financial planning models.
Ability to communicate clearly and concisely, orally and in writing.
Ability to develop and deliver presentations and training to various groups in a formal setting.
Ability to work in a team environment, under pressure, and meet deadlines.
Ability to think critically, use excellent independent judgment, be detailed oriented, and understand the impact and secondary effects of decisions.
Ability to work independently without close supervision while serving as a technical lead to lower-level staff.
Ability to organize and schedule work to maximize efficiency.
Ability to establish and maintain cooperative and effective working relationships with all employees and others encountered in the course of work.
Ability to demonstrate sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, linguistic, and ethnic backgrounds and disabilities of community college students and staff as demonstrated by skills and abilities in cultural responses and cultural humility.

Responsibilities

Develop budgets and compile large-scale multi-year financial projections up to the District-wide level.
Research, investigate, and evaluate data to develop valid conclusions and recommendations regarding financial options and funding levels.
Perform a variety of complex and technical fiscal duties in the review, analysis, planning, and adjustment of designated Funds and restricted programs.
Perform complex non-standardized reconciliations and journal entries.
Prepare highly complex non-standardized reports that affect multiple funds and programs using internal and external data and various assumptions.
Serve as a technical resource for staff, outside agencies, and others concerning financial operations and compliance reporting.
Respond to inquiries, resolve issues, conflicts, and discrepancies, and provide technical information within the assigned area of responsibility.
Provide oversight and assure compliance with District policies, procedures, and practices related to budgeting, accounting operations, and compliance reporting.
Evaluate, recommend, and implement procedure improvements.
Work closely and advise regularly with management for budget and financial planning.
Develop and deliver training and presentations to groups in a formal setting.
Assist the Assistant Director of Fiscal Services in maintaining position control, including annual position control budget development.
Review and validate the work of lower-level fiscal staff for accuracy and adherence to department coding standards.
Update, monitor, and maintain the Chart of Accounts and ensure integrity and accuracy with applicable reporting standards.
Participate in planning and lead staff through completion of tasks associated with project-based initiatives such as quarterly financial reporting, interim and annual audits, and budget development.
Perform internal audit reviews, analysis, and validation of Funds and restricted programs.
Provide internal control verifications for applicable areas.
Provide financial information for program audits and coordinate with independent auditors as needed to ensure compliance with federal and state regulatory requirements.
Assist in the development, integration, and enhancement of the District’s automated financial systems and subsystems and serve as a subject-matter expert resource.
Participate in testing of new system functionality and/or system developments.
Perform related duties and responsibilities as assigned.