Senior Financial Analyst

Port of San DiegoSan Diego, CA
Onsite

About The Position

The Port of San Diego is seeking a Senior Financial Analyst to support our operations including: budget support for multiple departments, month-end and year-end financial reporting, and preparation support of the Annual Comprehensive Financial Report (ACFR). This role requires strong analytical, technical, and excellent customer service skills, with the ability to support complex financial operations and collaborate with department stakeholders. SAP experience is preferred, and training will be provided for areas where direct experience may be limited.

Requirements

  • Equivalent to a bachelor’s degree from an accredited college or university with major coursework in accounting, finance, or a related field.
  • Six (6) years of increasingly responsible experience performing governmental budget and finance analysis or professional accounting.
  • Principles, practices, methods, and techniques of financial analysis and forecasting, including statistical modeling techniques.
  • Principles, practices, and methods of budget development and management.
  • Port financial and budget policies, practices, and procedures.
  • Principles, practices, laws, and regulations governing public financing and the financing of capital projects.
  • Advanced principles, practices, and methods of administrative, organizational, economic, and procedural analysis.
  • Principles and practices of public administration, including purchasing, contracting, and maintenance of public records.
  • Principles and practices of general accounting, including financial statement preparation and methods of financial control and reporting.
  • Principles and practices of cost accounting; Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board (GASB) accounting standards and requirements.
  • Principles and practices used in grant administration and reporting.
  • Principles and practices of sound business communication.
  • Applicable federal, state, and local laws, codes, and regulations as well as industry standards and best practices pertinent to the assigned area of responsibility.
  • Port and mandated safety rules, regulations, and protocols
  • Techniques for providing a high level of customer service, by effectively dealing with the public, vendors, contractors, and Port staff.
  • The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
  • Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.
  • Perform highly complex analyses of financial, budgetary, operational, and organizational problems, evaluate alternatives, and reach sound, logical, fact-based conclusions and recommendations.
  • Collect, evaluate, and interpret a wide range of complex data, either in statistical or narrative form.
  • Develop and implement financial procedures and controls.
  • Communicate budget and financial information and interpret budget policies and procedures to staff and to other Port officials.
  • Maintain files, records, and documentation.
  • Exercise tact and diplomacy in dealing with sensitive, complex, and confidential issues and situations.
  • Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.
  • Effectively represent the department and the Port in meetings with governmental agencies, community groups, various business, professional, and regulatory organizations, and in meetings with individuals.
  • Prepare clear and concise reports, correspondence, documentation, and other written materials.
  • Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
  • Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.
  • Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
  • Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.
  • Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.

Nice To Haves

  • SAP experience is preferred

Responsibilities

  • Plans, organizes, coordinates, and conducts complex financial, budgetary, or management studies relating to assigned issues, programs, and specialized areas, including long-range projections.
  • Conducts complex operational and organizational studies of financial, accounting, budgeting, and other business systems, programs, practices, processes, policies, and procedures, and formulates conclusions and recommendations.
  • Participates in the planning, development, implementation, and monitoring of most complex and large-scale division and department budgets and the District-wide budget.
  • Provides expert analyses, information, training, and responsive service to customers.
  • Develops, analyzes, maintains, and distributes various periodic and ad-hoc financial, statistical, analytical, and management reports and statements.
  • Analyzes accounting transactions and determines appropriate treatment.
  • Participates in preparation, review, evaluation, and monitoring of Capital Development Plans (CDP) and budgets.
  • Plans, manages, organizes, and oversees assigned periodic closing activities.
  • Coordinates with IT staff on system issues and problems by appropriately identifying problem and providing recommendations for resolution.
  • Provides advanced level professional assistance and expertise in the Port’s month-end and year-end closing and audit processes.
  • Prepares monthly financial statements, annual financial Audit Report, Single Audit Report, ACFR, schedules, and reports for the Port and other regulatory bodies.
  • Implements all new Government Accounting Standards Board (GASB) pronouncements and Government Finance Officers Association (GFOA) financial statement disclosure requirements.
  • Reviews grant guidelines and maintains working relationships with grant funding agencies for financial reporting requirements.
  • Develops and utilizes advanced spreadsheets including charts and graphic presentations, databases, and other computer applications required to carry out assigned studies, projects, and reports.
  • Reviews and analyzes the work of other departmental staff to determine the accuracy of financial calculations.
  • Provides training and assistance to other financial and accounting staff and others to accomplish work objectives.
  • Performs assigned disaster service worker responsibilities, as directed.
  • Observes and complies with all Port and mandated safety rules, regulations, and protocols.
  • Performs related duties as assigned.

Benefits

  • Training will be provided for areas where direct experience may be limited.
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