The City of Lincoln is located at the edge of Northern California’s foothills, 27 miles northeast of California’s State Capital, Sacramento. With a 2016 population of 47,187 Lincoln was one of the fastest growing cities in the country from 2000 to 2007, yet has managed to maintain the small town charm that has made it such a desired location to live, work and play.
Lincoln sprang up as a railroad terminal in the 1800’s as the western United States realized massive growth. Today Lincoln continues its agricultural heritage and is also known for its production of clay, lumber and building materials. The world-renowned Gladding McBean & Company, located in downtown Lincoln, is the only remaining major manufacturer of decorative architectural terra cotta in the United States. The plant also produces clay sewer pipe and is one of Lincoln’s major employers. Other top employers in the area include Sierra Pacific Industries, Rogers Coffee, RobbJack and Western Placer Unified School District.
Lincoln still retains its small town atmosphere with tree lined streets, quaint shopping and dining and a town square filled with community events throughout the year and has the lowest crime rate in the county. Annual festivities that help contribute to Lincoln’s small town charm and appeal include events such as Farmer’s Market during the summer, a traditional Fourth of July Parade and celebration, the Tour de Lincoln Bike Ride, a Classic Car Show, Lincoln Showcase a Food and Wine Tasting Event and a Holiday Parade and Tree Lighting Ceremony each December.
Lincoln values its small town atmosphere, yet encourages careful, well-planned growth. Residents and city officials alike share a positive, forward-looking attitude toward expansion for their city with a common goal to foster a progressive business climate while maintaining a desirable balance of employment, housing, commercial, retail and recreational opportunities.
A City of Opportunity
Our Mission Statement: To provide the highest level of service responsive to our community's expectations and to enhance the quality of life and economic vitality.
***Please Note: This is a readvertisement. If you previously applied for this position, no need to reapply.***
We are excited to announce that the City of Lincoln is seeking a motivated and skilled Financial Analyst to join our dynamic team! This is a wonderful opportunity for individuals who are passionate about finance and enthusiastic about making meaningful contributions to our organization.
Under general direction, the Financial Analyst performs a variety of professional duties in governmental budgeting, financial analysis and accounting involved in the formulation and maintenance of the City’s budget and develop budget documents; assist in planning and completing long range financial analysis; assist in administrative and technical support relative to the planning and organizing of the City’s financial programs.
DISTINGUISHING CHARACTERISTICS
The Financial Analyst is an advanced journey level class responsible for the full range of assigned duties. This classification is distinguished from the next higher classifications of Budget Manager and Finance Manager in that the latter positions are responsible for management of their respective divisions.
SUPERVISION RECEIVED AND EXERCISED
Receives general direction from the Budget Manager or Finance Manager and only occasional instruction from the Finance Director. May exercise direct supervision over professional, technical, and clerical accounting and administrative staff.
ESSENTIAL FUNCTIONS
- Ensure work is handled on a priority basis, organized, and completed in a timely manner, check for accuracy, completeness and conformance to applicable policies, rules and regulations.
- Calculate, analyze, and evaluate expenditures budgets to help department determine needs for future budget cycles.
- Perform activities related to the preparation and administration of the City’s budget and capital improvement plan (CIP).
- Review departmental budgets, CIPs and strategic plans for appropriateness, impact, cost effectiveness, and conformity to the city’s priorities, policies, and strategic goals.
- Assist department with a variety of issues and needs, including budget and CIP preparation, strategic planning, work plans, benchmarking, fiscal administration, program analysis, etc.
- Perform analysis of expenditures, monitoring of revenues, and the preparation of management reports and expenditure and revenue projections/forecasts.
- Prepares, maintains, analyzes, verifies, and reconciles complex financial transactions, statements, records, and highly technical reports; reconciles assigned accounts and makes adjustments as necessary; ensure and maintain internal controls.
- Provide technical assistance with cost analysis, fiscal allocation, and budget preparation; assists departments with problem resolution.
- Evaluate operations and activities of assigned responsibilities; recommend improvements and modifications.
- Assist in the preparation of the Annual Comprehensive Financial Report (ACFR) by gathering information, modifying and running reports, preparing detailed reconciliations, etc.
- Participate in the external audit by providing detailed information to and responding to questions from auditors, including analytical review, internal control evaluation, and preparation of the Management Discussion and Analysis.
- Develop cost accounting tools to provide fiscal accountability and grant compliance for grant-funded programs; review and approve financial transactions and analysis.
- Participate in the monitoring of investment activities for City, bond, and other fiduciary agency portfolios.
- Participate in bond financing, review official statements; provide financial information, review bond disclosure requirements and annual report.
- Build and maintain positive working relationship with co-workers, other City employees and the public.
- Maintain knowledge of current development and innovations in governmental accounting and financial management, including governmental accounting updates; budget management; revenue collection; treasury management; CFD and Mello-Roos administration, and financial accounting systems.
- Perform related duties as assigned.
KNOWLEDGE/ABILITIES/SKILLS
The following are a representative sample of the KSAs necessary to perform essential duties of the position.
Knowledge of: Principles and practices of municipal fiscal management, including fund accounting and budgeting; theories, principles, and practices of governmental budgeting and finance; Generally Accepted Accounting Principles (GAAP), Generally Accepted Auditing Standards (GAAS) and Government Accounting Standards (GASB); techniques of financial and management analysis; principles and practices of government finance and administration; principles and practices of program and budget development; applicable federal, state and local laws, codes and regulations; current data processing principles and applications for fiscal and financial systems using standard office procedures, practices and equipment; modern office equipment including computer and applicable software; principles of fiscal, financial and accounting analysis; methods and techniques for record keeping and report preparation and writing; proper English, spelling and grammar; occupational hazards and standard safety practices.
Ability to: Learn pertinent federal, state and local laws, codes and regulations; learn the City’s financial budget and resource management system; learn, understand, interpret and apply principles, laws and procedures related to budget preparation and processing; accurately maintain records and files, and prepare reports; perform mathematical calculations quickly and accurately; read, interpret and record data accurately; organize, prioritize and follow-up on work assignments; work independently and as part of a team; make sound decisions within established guidelines; analyze a complex issue, and develop and implement an appropriate response; follow written and oral directions; observe safety principles and work in a safe manner; communicate clearly and concisely, both orally and in writing; establish and maintain effective working relationships.
Skill to: Operate office computers and a variety of software applications and modern office equipment.
THE SELECTION PROCESS
The process may include an in-basket exercise, individual interviews, panel interviews and/or other related components. Only those candidates who have the best combination of qualifications in relation to the requirements and duties of the position will continue in the selection process. The candidate selected for the position will be required to complete a background check including reference checks, fingerprint check, medical exam, drug-screening and/or other related components.
Human Resources will make reasonable efforts in the examination process to accommodate persons with disabilities. Please advise Human Resources of any special needs a minimum of five days in advance of the selection process exam by calling (916) 434-3229 or emailing hr@lincolnca.gov . The City of Lincoln is an Equal Opportunity Employer.
The information contained herein is subject to change and does not constitute either an expressed or implied contract.
Any combination of training and experience that would provide the required knowledge and abilities is qualifying. A typical way to obtain the required qualifications would be:
Education and/or Experience:
Three (3) years of increasingly responsible experience in government accounting or budget administration and possession of a bachelor’s degree from an accredited college or university in Accounting, Finance, or a related field.
License/Certificate:
Possession of, or ability to obtain, a valid class C California driver’s license.
This position is in the Mid-Management Confidential employee group, the probation period is 12 months. The City of Lincoln offers benefits that deliver value and provide options when planning for retirement. Below are the highlights of our employee benefits.
RETIREMENT
PERS 2% at 60 for classic members and 2% at 62 for new members. Members pay employee portion plus 3% employer share. The City participates in Social Security and offers voluntary deferred compensation accounts.
HEALTH AND LIFE INSURANCE
Lincoln offers medical plans through CalPERS. The City pays the majority of the premiums and offers a cash benefit for waiving medical coverage. Employees are eligible for full retiree health through the Public Employee Medical and Health Coverage Act (PEMHCA) vesting schedule per GC 22893.
Dental premiums are paid by City for employee and dependents; the City pays vision premium for employee, any dependent premiums paid by employee. Voluntary medical and dependent care flexible spending accounts are available. Employer-sponsored life insurance benefit paid by City and optional voluntary life insurance, critical illness and accident plans available for employee purchase.
ANNUAL PAID LEAVES
Vacation accrues based on years of service and starts at 88 hours. Sick leave accrues at 96 hours. The City offers 10 city-paid holidays and 16 hours of floating holiday; floating holiday has a cash out option if unused.
1. The Financial Analyst will participate in the preparation of the City's biennial budget process through Tyler Technologies Munis/ERP. Describe, in detail, your skills and experience in preparing budgets for a government agency, including preparation of forecasts. If you have experience or knowledge of the biennial budget process, include that as well. Candidate using AI will be disqualified.
2. Describe a specific assignment, job, or other project, you have worked on that best describes your financial analytical skill set. Please do not use an AI Assistant such as Chat GPT or others to write your response. Candidates using AI will be disqualified.
3. The City utilizes Community Facility Districts (CFD) to support development within the City. Please describe your experience with CFD formation process and management. If you do not have experience in this area, please complete some research and briefly describe your understanding of the process. Your research may be completed in whatever manner you choose, but please do not use AI Assistant such as Chat GPT or other to write your response. Candidates using AI will be disqualified.
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