Senior Financial Analyst

Hacienda La Puente Unified School District is an equal opportunity employer
Hacienda La Puente Unified School District is named as one of the top 50 employers in California for 2020 and our employees have received a combined 12% salary increase for the 2022-2023 years! Apply now to join our team!
WE ARE ONLY ACCEPTING ONLINE APPLICATIONS. You may apply online by clicking the "Apply" button on this page. If you need assistance applying online, please contact us at (626) 933-3920.
THE POSITION
Under the general direction of the Director of Fiscal Services, analyzes and interprets budgetary and fiscal policies, procedures, and records to provide service and assistance to District staff in the management of school finance cost and budget analysis, account and program receivable tracking, and internal fiscal control; Plans, directs, and participates in a broad internal auditing program and specific audits of the District’s financial and operational functions to assure adherence to established policies and procedures and to offer constructive analysis and appraisal of the District’s financial and operational policies, procedures, and systems of internal control.
CURRENT OPENING: One 12 month/40 hours per week position. Salary placement will be on Range 49 of the Confidential Salary Schedule "C". Initial salary placement for new employees is customarily at step 1 ($8,572.72 per month) of this salary range
APPLICANT FILING INFORMATION: This recruitment is open to the public. An eligibility list will be established to fill vacancies for full time, part time, evening, summer, and substitute positions throughout the duration of the eligibility list. Eligibility lists typically last for one year. Vacant positions are filled from the top three ranks. Pursuant to PC Rule 6.2.10, the eligibility list established for this recruitment may be used for another related classification at the same or lower salary.
NOTE: Answers to supplemental questions and proof of your highest obtained education must be submitted with your application. You may upload the documents to your online application (in the "Attachments" section) or fax them to Silvia Lagunas at (626) 333-7416.
Essential Duties
The classification specification does not describe all duties performed by all incumbents within the class. This summary provides examples of typical tasks performed in this classification.

Coordinates and assists in projecting, administering, reporting and auditing the districts budgets.
Conducts internal audits of District funds and accounts to determine if record keeping process is in compliance with federal, state, county, and District program procedures and regulations, and makes recommendations to improve such processes.
Examines transactions and activities such as cash collections/deposits, payroll, and accounts payable.
Plans and conducts the investigation of district procedures and internal controls to safeguard assets such as equipment and buildings and to comply with legal financial reporting requirements.
Develops and/or modifies accounting standards and manuals for general accounting and student body funds accounting.
Writes and edits audit reports to present findings, appraisals, conclusions, and recommendations.
Audits student body funds at schools to determine that appropriate accounting procedures on collections and disbursements are followed.
Keeps up-to-date on District accounting and financial policies and procedures and incorporates relevant additions/changes into the audit procedures and programs.
Works with auditors facilitating review of District records and develops methods to implement suggestions arising from such audits.
Completes audit fieldwork efficiently, effectively and in a professional manner and presents findings which are clearly stated, valid and supported by well documented and adequately referenced materials.
Prepares budget projections and budget development.
Reviews a variety of budget and fiscal documents to determine the status of the organization’s financial position.
Designs, develops, and maintains forms, charts, graphics, and status boards that depict the processes and status of an organization’s budget, staffing, and programs.
Coordinates the accounting function for Fiscal Services including fixed asset accounting system, payroll, student accounts, attendance and general accounting.
Coordinates the preparation of budget, financial reports, and documents.
Presents reports regarding budgets, as well as current and anticipated financial conditions to senior management or Board of Education.
Reviews and appraises the soundness, adequacy, and application of financial and operational controls.
Reviews excessive cost expenditures, operating inefficiencies and fraud.
Determines if District assets are properly utilized, accounted for and safeguarded.
Makes independent judgments regarding budget processes according to established procedures and guidelines.
Recommends policies and procedures for budgeting and cost control.
Assists in the development of financial procedures for new programs which requires analyzing laws and program requirements.
Researches and investigates questions/issues as requested by District related to fiscal services and provides problem solving direction and solutions.
Develops plans to maximize funding and use of funds by researching and implementing solutions for a more effective performance in terms of dollars and time.
Plans, organizes, directs, trains and evaluates the performance of assigned supervisors and staff.
Monitors performance and provides coaching for performance improvement and development.
Monitors and maintains financial system security.
Assists with the preparation and analysis of reports for negotiation team.
Assumes responsibility for the Fiscal Services department in the absence of the Director of Fiscal Services.
Other Related Duties

Serve on the negotiation team for collective bargaining as needed.
Performs other related duties as directed.
PHYSICAL DEMANDS
Employees in this classification walk, sit, stand, lift and carry up to 25 lbs., push, pull, bend repeatedly, repetitively use fingers, wrists, or hands in a twisting motion or while applying pressure, use both hands simultaneously, have rapid mental/muscular coordination, speak clearly, hear normal voice conversation, need depth perception, have color vision/distinguish shades, see small details, use a computer and a telephone.
WORK ENVIRONMENT
Employees in this classification work inside, with exposure to contagious illnesses, in direct contact with the public and other District staff, in the absence of direct supervision, with a high volume of work and tight deadlines, continuous interruptions, and changing priorities.
REASONABLE ACCOMMODATIONS
In accordance with the Americans with Disabilities Act (ADA), the Hacienda La Puente USD provides reasonable accommodation to qualified individuals with covered disabilities on a case-by-case basis throughout the application, examination, and hiring processes and throughout employment. Requests for reasonable accommodations must be signed by your medical doctor or psychologist as appropriate, and must be on provider letterhead with the actual signature of the provider of services.
Education
Minimum Qualifications
A Bachelor’s degree from an accredited college or university with a major in accounting, financial, business administration, public administration, auditing, economics or closely related field.
Experience
Five years of experience involving financial analysis, such as analysis of District, program or school-level budgets, cash flows, or income and appropriation statements, including three years of supervisory experience in a financial environment. Experience in a school district is desirable.
Ideal candidates will have
Knowledge Of

Financial system and management information systems.
Fixed asset accounting system.
Principles, procedures and methods related to public school budget, accounting, payroll, fiscal, and financial analysis, and research.
Applicable laws and regulations governing public fiscal and financial systems.
Financial reporting preparation and presentation techniques.
Advanced audit and fiscal control procedures and practices.
Internal control and audit principles and techniques.
Statistical analysis and projection methods and techniques.
Complex financial, statistical and comparative analysis techniques.
Advanced financial record-keeping methods.
Supervisory principles and practices.
Personal computer and related software including advanced Microsoft Word and Excel.
Ability To

Plan, organize and coordinate a complex budget management program and procedures to meet mandated regulations and requirement of law, quality standards and rigid deadlines.
Become an expert user of the District’s financial system, including financials, budget and reporting.
Interpret, apply and explain laws, rules and regulations of the District budget accounting, and fiscal procedures and policies.
Analyze and interpret data by using appropriate statistical analysis techniques to draw conclusions and meaning.
Communicate effectively both orally and in writing with others at various levels of understanding.
Perform difficult and complex fiscal functions with minimal supervision.
Review the details of work content, work steps and final work products to ensure completeness and accuracy.
Display honesty, adherence to principles, and personal accountability.
Delegate and plan work for others.
Meet the needs and expectations of internal and external customers.
Lead, develop, supervise, train and evaluate assigned personnel.
Lead and work effectively in a team-oriented environment.
Perform complex arithmetical calculations with accuracy.
Collect assimilate and evaluate data to prepare sound recommendations.
Prepare and write clear and conclusive audit reports and statistical and financial data.
Prepare and present clear and comprehensive oral and written reports.
Analyze, evaluate and resolve problems and issues with tact and proficiency.
Work under pressure of constant deadlines with changing priorities.
Understand and carry out oral and written instruction.
Use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Establish and maintain cooperative and effective relationships with those contacted in the course of work.
Operate a computer and appropriate software applications.
Learn District and County computer applications.
Identify information by locating appropriate sources and incisively search for the best quality information.
Manage interpersonally strained situations calmly and diplomatically, while diffusing tension.
Identify opportunities for improvement and come up with resourceful approaches to problems.
Demonstrate leadership by creating a positive work environment in which all staff is motivated to do their best, and have the means and skills to accomplish their tasks.
______________________________________________________
Examination and Application Process
The screening and examination process for this position, which may be subject to modification, is designed to ensure a fair and job-related evaluation of all candidates. The process may include application screening, initial review of qualifications, verification of documentation or certifications, and, in some cases, supplemental application screening. The stated qualifications represent only the minimum requirements and do not guarantee eligibility for examination or placement on an eligibility list.
The examination may consist of any combination of the following: training and experience evaluation, written knowledge test, hands on/performance test, structured panel interview, situational judgement interview, or other assessments of fitness for the position. All parts of the examination process are job related. Candidates must achieve a passing score on each portion of the examination to advance to next stages and ultimately be placed on the eligibility list. Depending on the classification, eligibility lists may remain in effect for six months or one year.
To ensure timely submission of your online application, please allow ample time to complete and submit all required materials before the posted filing deadline. Applicants will be automatically logged out if the application is not submitted in full by the deadline. Upon successful submission, you will receive an onscreen confirmation and an email; please save or print these for your records. If you do not receive both confirmations, your application has not been received.
For technical assistance with the online application, please review the Government Jobs online application guide or contact their toll-free Applicant Support line at (855) 524-5627. Please note that Personnel Commission is not responsible for any issues or delays caused by your internet connection, computer, or browser.
Disability Accommodation
Please note that it is your responsibility to notify us at least three business days prior to the first test part if you will require reasonable accommodation during any part of the selection process. You are NOT required to disclose any information regarding disabilities at this time but may be required to submit documentation prior to accommodation being granted.
Equal Employment Opportunity District
Hacienda La Puente Unified School District prohibits unlawful discrimination against, and/or harassment of, District employees and job applicants on the basis of actual or perceived race, color, national origin, ancestry, religion, age, marital status, pregnancy, physical or mental disability, medical condition, veteran status, gender, gender identity, sex, or sexual orientation at a District site or activity.
Paid Holidays
Up to 16 holidays per year depending on months worked for all classified employees.
Paid Vacation
Vacation is prorated for all classified employees, based on the hours and months worked per year. Below is the vacation schedule for classified supervisors and classified staff.
Classified Employee Vacation Chart
1-5 years of service

One day of vacation will be earned per month worked.
6-10 years of service

One and one-quarter (1 ¼) days of vacation will be earned per month worked.
11-15 years of service

One and one-half (1 ½) days of vacation will be earned per month worked.
16-20 years of service

One and three-fourths (1 ¾) days of vacation will be earned per month worked.
21 + years of service

Two (2) days of vacation will be earned per month worked.
Health Benefits
For positions 35 hours or more per week the District contributes $12,900 (subject to change) toward annual premium for medical, dental, vision and life insurance coverage. Partially paid benefits are available for part-time (20-34) hour employees. The District participates in the Public Employees' Retirement System (PERS). Lifetime retirement benefits provided for eligible retirees.
District Benefit Providers
The following benefit providers are available for enrollment for eligible employees.

Medical: Kaiser, United Health Care PPO/HMO
Dental: Delta Dental (PPO) or DeltaCare USA (HMO)
Vision: Vision Service Plan (VSP)
Out of pocket costs are dependent on which provider is selected. Each provider has a different annual premium.
Retirement: PERS for positions 20 hours or more per week. Click on the link below to view the retirement formula that would apply to you:

PERS members that began prior to January 1, 2013
PERS members that begin after December 31, 2012
Paid Sick Leave
Every regular classified employee, probationary or permanent, can earn paid sick leave credit(s) based on one day for each month in which such employees are in a paid status with the District. Earned, but unused sick leave can accumulate without limit. Full-time classified employees (those who work 8 hours per day, 5 days per week and 12 months per year) will normally earn twelve (12) days of sick leave credit(s) during each fiscal year.
01
These supplemental questions are part of the selection process and are considered part of your application. These questions give you the opportunity to fully explain your background and qualifications as they pertain to this position. Read the following questions and respond to each question thoroughly and accurately. Your answers to the following supplemental questions are required for your application to be considered complete. All experience mentioned in the Supplemental Questions must also be included in the Work Experience section in order to be considered complete. A resume will not be accepted in lieu of completion of the required application or supplemental questions. Resumes are NOT reviewed, therefore information on the resume will not be considered in the screening of the application.
NOTE: Be sure to respond honestly and truthfully to all questions. Applicants found to have provided false or misleading information will be disqualified from further consideration, or, if hired, may be terminated from employment.
I have read and understand this statement.

Yes
No
02
Do you possess a Bachelor's degree from an accredited college or university with a major in accounting, financial, business administration, public administration, auditing, economics, or closely related field?

Yes
No
03
Please list the field in which you obtained your degree. If no degree, write "N/A".
04
You must provide the Personnel Commission office with proof of your highest obtained education at the time of application. You may upload the documents to your online application (in the "Attachments" section) at the time of application or fax them to Silvia Lagunas at (626) 333-7416.
NOTE: If you have a foreign degree, it must be certified in the U.S. by an approved foreign credentials evaluation service provider. Candidates are responsible of ensuring the timely submission of the evaluation. Please note that foreign credential evaluation services typically take three to six weeks to provide evaluation reports. If you need a list of approved agencies, please contact us at 626-933-3920.
I have read and understand this statement.

Yes
No
05
How many years of experience do you possess in financial analysis, such as analysis of District, program, or school-level budgets, cash flows, or income and appropriation statements?
In determining qualifying experience, applicants' part-time employment will only receive partial credit based on the number of hours worked per week. For example, a position that works 40 hours a week for one year would get one year of credit, whereas a position that works 20 hours a week for one year would get six months of credit.

No experience
Less than 5 years
At least 5 years, but less than 6 years
6 years or more
06
In Reference To The Question Above, Please Provide The Following Information For EACH Organization Where You Gained Experience In Financial Analysis, Such As Analysis Of District, Program, Or School-level Budgets, Cash Flows, Or Income And Appropriation Statements

Your job title
Organization name
Start and end dates (month/year) and number of hours worked per week
Brief description of duties
Please write "N/A" if you do not have experience in this area. Do NOT type "see resume."
07
How many years of supervisory experience do you possess in a financial environment?
In determining qualifying experience, applicants' part-time employment will only receive partial credit based on the number of hours worked per week. For example, a position that works 40 hours a week for one year would get one year of credit, whereas a position that works 20 hours a week for one year would get six months of credit.

No experience
Less than 3 years
At least 3 years, but less than 4 years
4 years or more
08
In Reference To The Question Above, Please Provide The Following Information For EACH Organization Where You Gained Supervisory Experience In a Financial Environment

Your job title
Organization name
Start and end dates (month/year) and number of hours worked per week
Number of employees supervised
Brief description of duties related to supervisory experience
Please write "N/A" if you do not have experience in this area. Do NOT type "see resume."

Required Question