PORT SENIOR FINANCIAL ANALYST

Job Description

• All completed applications for this position must be submitted online no later than 5:00 PM (PT), on the closing date of the recruitment. PAPER APPLICATIONS WILL NOT BE ACCEPTED. Please follow all submission instructions to ensure your application is complete. Resumes will not be accepted in lieu of online applications, therefore, it is important for online applications to be completed fully. Late applications will not be accepted beyond the closing time and date for any reason, including any technical issues, such as system, browser, or computer failures, etc. ***
  
  

The Port is currently recruiting for the position of Port Senior Financial Analyst. Under direction, the Port Senior Financial Analyst provides highly responsible and complex financial analyses; performs complex budgetary, rate setting, systems and operational analyses; supervises, plans and coordinates budgeting and financial planning activities; provides personnel management assistance; makes recommendations on a variety of management functions; supervises assigned staff, coordinates assigned activities with other Port divisions, departments and outside agencies; and performs other related duties as required.

Examples of Duties

Any one position may not include all the duties listed, nor do the examples cover all the duties which may be performed. Incumbent may perform other related duties at the equivalent level.

• Plans and directs the work of staff in recording and maintaining control of accounting transactions involving a wide variety of accounts including purchasing activities, payment of claims, payroll processing, allocating job costs to appropriate accounts, revenue activities, cash management, capital funding and other fiscal and accounting records.
• Prepares complex financial, fiscal and budget forecasts.
• Prepares and develops instructions, report formats and automated support programs to assist Port departments with monitoring accounts receivable and credit and collection activities.
• Assigns, monitors and supervises the work of subordinate staff; designs and coordinates the training of unit staff; participates in selection and hiring of staff; conducts performance evaluations; recommends merit step awards or disciplinary action as appropriate.
• Monitors and analyzes receivables portfolios and payment patterns.
• Prepares and analyzes flow projections and recommends options to enhance cash flow and minimize loss in credit and collections.
• Meets with management as needed to secure data related to the development and monitoring of credit and collections strategies, informs management of problem accounts and assists management with identifying options to address delinquencies and overpayments.
• Performs various studies, as needed, which may involve analyses of financial information, accounting records, statistics and systems; gathers information relating to tenant and customer assets, liabilities and insurance.
• Develops and maintains close effective working relationships with the Port's maritime, aviation and commercial real estate tenants; maintains contacts and negotiates with Port tenants and customers for purposes of making arrangements to bring their accounts current.
• Responsible for the development and installation of procedures and policies to achieve stated goals and objectives.
• Analyzes work flow within the section and implements changes relating to work processes; designs procedures and methods for maintaining accounting and internal controls.
• Participates in the development and implementation of fiscal and accounting procedures and methods.
• Performs necessary functions as a contact for coordinating and facilitating the requirements of outside auditors; responds to inquiries of auditors.
• Reviews, prepares and oversees the preparation of fiscal and accounting reports, documents, and transactions for conformance with established procedures and control; supervises the maintenance of general ledgers and journals.
• Reviews related financial statements and reports; prepares analyses of the information and provides recommendations to management concerning the financial impact of the data.
• Provides leadership, training and guidance to Port staff.
• Performs related duties as assigned.
  
  

Minimum Qualifications

EDUCATION AND EXPERIENCE

This classification requires a combination of education and experience reflecting possession of the required knowledge, skills, and abilities. A typical combination would include possession of a bachelor's degree from an accredited college or university in finance, accounting, business administration or a related field AND four years of increasingly responsible professional experience in the financial area, two of which should have been in either financial and budget analysis, credit and collections or accounting. A master’s degree in business or public administration, finance or other related field is highly desirable.

Knowledge, Skills, And Abilities

To perform the typical tasks and duties of the position successfully, the knowledge, skills and/or abilities listed below are required.

Knowledge Of

• Accounting principles and practices, including automated data processing accounting systems and cataloging principles.
• City Charter, Board Resolutions and Ordinances, agreements, tariff codes, contractual arrangements, and rules and regulations of outside organizations and government agencies affecting the accounting and financing functions of the Port.
• Port accounting procedures.
• Complex research techniques, database development, analytical practices and statistical methods.
• Organizational structures and financial systems of governmental enterprise agencies.
• Principles of financial and trend analysis and governmental budgeting.
• Legal requirements for collection of delinquent accounts, including those in the Uniform Commercial Code.
• Principles and practices of leadership and effective supervision.
• Modern office practices, procedures and equipment.
  
  

Ability To

• Conduct and prepare general and detailed analyses pertaining to budget variance, budget projections, budget development, collections, cash flow, delinquent accounts and interest charges.
• Write accurate and clear correspondence and financial/budget reports.
• Review and interpret changes in laws and regulations affecting collections and devise recommended policies and procedures related to the changes.
• Manage, process and query data in a relational database. Handle multiple tasks simultaneously within prescribe time limitations.
• Use of personal computers, including the development of financial models using word processing, spreadsheet, and database software.
• Design and install accounting systems and procedures.
• Supervise and direct subordinate professional and support staff; interpret and enforce administrative/operational polices, practices and procedures; analyze and solve problems of a complex nature.
• Prepare concise and accurate reports and make recommendations, which may include oral presentations.
• Develop and implement goals, objectives, policies, and procedures, work standards and internal controls.
• Exercise sound, independent judgment within general policy guidelines.
• Establish and maintain effective working relationships with those contacted in the performance of duties and to work as a team.
  
  

THE SELECTION PROCESS

Stage I: Application and Supplemental Questionnaire Evaluation (Pass/Fail) – The first stage in the selection process will consist of an application and supplemental questionnaire appraisal review (pass/fail). Applications submitted without the completed supplemental questionnaire will be deemed incomplete and not given further consideration. Meeting the minimum qualifications does not guarantee advancement to the next stage. Only the most suitably qualified candidates will be invited to Stage II.

Stage II: Assessment Examination (Weighted 100%) – The second stage of the selection process may consist of a combination of job-related situational project exercises and an oral panel interview designed to assess technical knowledge and any additional other KSAs. Job-related situational project exercises may consist of written exercises, performance exercises or other situational exercises that would assess the KSAs. The Assessment Examination is designed to test your overall aptitude for the position.

Candidates must achieve a scale score of 70 or more on this examination to be placed on the eligible list for employment consideration. The Port of Oakland reserves the right to modify the selection process as necessary to conform to administrative or business necessity.

ADVISORIES

Immigration and Reform Control Act: In compliance with the Immigration and Reform Act of 1986, the Port of Oakland will only hire individuals who are legally authorized to work in the United States. Social Security card must be presented, and the name on it must match the name on the application.

Americans with Disabilities (“ADA”): In compliance with State and Federal Laws, the Port will employ and promote qualified individuals without regard to disability. The Port is committed to making reasonable accommodations in the selection process and in the work environment. Individuals requesting reasonable accommodations during the selection process must notify Nancy Phetdaravanh name at nphetdaravanh@portoakland.com within seven (7) calendar days of the closing date of the job announcement. The Port requires applicants to provide supporting medical documentation to substantiate a request for reasonable accommodation.

The Port of Oakland is an Equal Opportunity Employer

Additional Requirements

Possession of a valid California Class C driver license at the time and for the duration of appointment.

Willingness to work overtime in the evenings, weekends, and holidays.

The Port of Oakland requires each incumbent to successfully complete a Transportation Security Administration (“TSA”) background check, which will include a fingerprint-based Criminal History Records Check (“CHRC”) and a Security Threat Assessment (“STA”), prior to being considered for this position. This status must be maintained for the duration of employment at the Port.