Financial Services Specialist II (Social Services Agency) - #RT-0214-21

Alameda County; Oakland (CA); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Financial Services Specialist to join their dedicated team. This role involves providing essential financial services, including budget development, contract negotiation, and grants management, to support various County departments. The ideal candidate will have a strong background in financial analysis and a passion for community service. This position offers a unique opportunity to contribute to the economic and social well-being of individuals and families in the community while working in a collaborative environment. If you are ready to make a difference and grow your career in a meaningful way, this opportunity is perfect for you.

Benefits

Medical – HMO & PPO Plans

Dental – HMO & PPO Plans

Vision or Vision Reimbursement

Short-Term Disability Insurance

Long-Term Disability Insurance

Retirement Plan - Defined Benefit Pension Plan

12 Paid Holidays

Vacation and Sick Leave Accrual

Employee Assistance Program

Commuter Benefits Program

Qualifications

• 1 year experience in Financial Services Specialist or equivalent.
• Bachelor's degree in relevant fields or equivalent experience.

Responsibilities

• Provide professional-level financial services to County departments.
• Conduct financial analysis and administrative studies.

Skills

Financial Analysis

Budget Development

Contract Negotiation

Grant Management

Report Preparation

Administrative Analysis

Education

Bachelor's Degree in Business or Public Administration

Equivalent Professional Financial Planning Experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Access

Microsoft Outlook

Job description

Introduction

This is a reinstatement, transfer or voluntary demotion opportunity for current and former regularly appointed employees of Alameda County.

Reinstatement: Pursuant to Civil Service Rule 1744: On the request of a department head and approval of the Commission, a regularly appointed employee who resigned in good standing may, within three years after the effective date of his/her resignation, be reinstated in a position in the class from which he/she resigned or in a position in another class for which he/she may be eligible as determined by the Commission. Appointments by reinstatement following resignation are subject to the probationary period established for the class. You must have been a classified County employee in the same job code or in a job code at the same salary maximum and left the County in good standing. In addition, you must meet the minimum and special qualifications of the specific position.

Transfer: You must be a current County classified employee in the same job code or in a job code with the same salary maximum for which you are applying. In addition, you must meet the minimum and special qualifications of the specific position.

Voluntary Demotion: You must be a current County classified employee in a job code which is at a higher salary maximum than the vacancy for which you are applying. In addition, you must meet the minimum and special qualifications of the specific position.

DESCRIPTION

THE AGENCY: The Alameda County Social Services Agency (SSA) is comprised of over 2,300 employees working collectively and in partnership with community-based organizations, neighborhood groups and policy makers to serve the needs of the community. SSA is comprised of four operating departments: Agency Administration & Finance; Adult & Aging Services; Children & Family Services; and Workforce & Benefits Administration. SSA's mission is to promote the economic and social well-being of individuals, families, neighborhoods and communities. To learn more about the Alameda County Social Services Agency, please visit the website at https://www.alamedacountysocialservices.org/.

THE POSITION: Under direction, to provide professional-level financial services in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, and grants management to County departments and agencies; to conduct a variety of studies and inquiries and perform financial analytic and administrative work; and to do related work as required.

Financial Services Specialist I/II is a flexibly-staffed class series with the work normally performed at the II level, but with initial selection possible at the I or entry level. Incumbents hired at the I level will be expected to gain experience and demonstrate proficiency which qualifies them to promote to the II level after the equivalent of two years full time service. If proficient, incumbents will be eligible to be flexibly promoted to the II level after the equivalent of one year. Appointment at the I level will not be extended beyond two years.

Positions in this class series are normally found in County departments with multiple budgets and funding sources and/or with extensive contracting with service providers or community-based organizations. In addition to the provision of financial services, responsibilities also include performing general administrative services work, planning and conducting analytical studies and overseeing support functions and staff. Although the work is diverse, all positions are typically characterized by all of the following elements:

1. Independent decision-making.
2. Capacity to present clear oral and written reports to senior managers.
3. Knowledge of governmental financial processes and systems.
4. Ability to conduct financial analysis and formulate financial recommendations.
5. Limited availability or nature of supervision.

This series is distinguished from the Administrative Specialist class series, which has primary responsibility for the provision of more general administrative services in such areas as personnel, purchasing, contracting, budgeting and departmental communications. It is further distinguished from Senior Financial Services Specialist, which is a skilled, technical specialist class with a primary role in financial strategic planning and policy development.

MINIMUM QUALIFICATIONS

Either I: The equivalent of one year full-time experience in the class of Financial Services Specialist I in the Alameda County classified service.

Or II: Education: Equivalent to graduation from an accredited four-year college or university (180 quarter units or 120 semester units) with major coursework in business or public administration, accounting, economics, financial planning or a field related to the work. (Additional professional financial planning and support experience equivalent to the County’s classification of Financial Services Specialist I may be substituted for the education on a year-for-year basis.)

And Experience: Equivalent to one year of full-time professional-level experience in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, grant management or similar financial services equivalent to that performed by the Alameda County classified service of Financial Services Specialist I.

Licenses: Specified positions may require possession of a valid California driver's license. NOTE: The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination.

KNOWLEDGE AND SKILLS

NOTE: The level and scope of the following knowledge and abilities are related to duties listed under the 'Examples of Duties' section of this specification.

Knowledge of:

1. Principles and practices of governmental budget development and administration.
2. Principles and practices of contract and grant administration.
3. Financial record-keeping and auditing practices.
4. Practices and techniques of administrative analysis and report preparation.
5. Applicable federal, state and local policies and regulations.
6. Computer applications related to the work, such as word processing, databases and spreadsheets. Proficient in Microsoft Word, Excel, Access and Outlook.
7. Office administrative practices and procedures, including records management and the operation of standard office equipment.

Ability to:

1. Develop and administer multiple budgets.
2. Monitor fiscal transactions and audit fiscal records and documentation.
3. Plan and conduct administrative and operational studies.
4. Interpret, explain and apply financial regulations, policies and procedures.
5. Direct the work of others on a project or day-to-day basis.
6. Prepare clear and accurate reports, correspondence, procedures and other written materials.
7. Represent the department and the County in meetings with others.
8. Organize and prioritize work and meet critical deadlines.
9. Maintain accurate financial records and audit data.
10. Exercise sound independent judgment within established policies and guidelines.
11. Establish and maintain effective working relationships with those contacted in the course of work.
12. Clearly and effectively communicate, both verbally and in writing; write contract documents, electronic mail, and Board letters to the Board of Supervisors at a professional skill level.
13. Communicate fluently using the English language to present and request information to/from internal and external customers effectively by phone or in person.

BENEFITS

Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employee discount, fitness and health screening programs focused on overall well being. These benefits include but are not limited to:

For your Health & Well-Being:

1. Medical – HMO & PPO Plans
2. Dental – HMO & PPO Plans
3. Vision or Vision Reimbursement
4. Share the Savings
5. Basic Life Insurance
6. Supplemental Life Insurance (with optional dependent coverage for eligible employees)
7. Accidental Death and Dismemberment Insurance
8. County Allowance Credit
9. Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance
10. Short-Term Disability Insurance
11. Long-Term Disability Insurance
12. Voluntary Benefits - Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services
13. Employee Assistance Program

For your Financial Future:

1. Retirement Plan - (Defined Benefit Pension Plan)
2. Deferred Compensation Plan (457 Plan or Roth Plan)

For your Work/Life Balance:

1. 12 paid holidays
2. Floating Holidays
3. Vacation and sick leave accrual
4. Vacation purchase program
5. Management Paid Leave
6. Catastrophic Sick Leave
7. Group Auto/Home Insurance
8. Pet Insurance
9. Commuter Benefits Program
10. Guaranteed Ride Home
11. Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts)
12. Employee Discount Program (e.g. theme parks, cell phone, etc.)
13. Child Care Resources
14. 1st United Services Credit Union

*Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement. This provides a brief summary of the benefits offered and can be subject to change.

Conclusion

TO APPLY: Please submit a PDF copy of your completed application to [e-mail]. If you have any questions regarding this announcement, please send your contact information and specific inquiries to [e-mail] or call La Tonya Phillips at 510-271-9126.

You are encouraged to apply immediately as this posting is open until filled and may close at anytime.

Alameda County is an Equal Opportunity Employer.