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Senior Financial Analyst / Financial Analyst

Senior Financial Analyst / Financial Analyst

City of Lynwood, CALynwood, CA, US
12 days ago
Job type
  • Full-time
Job description

Location : Lynwood, CA

Job Type : Full-Time

Job Number : 2025-20

Department : Finance and Administration

Division : Finance

Opening Date : 07 / 02 / 2025

Closing Date : 8 / 7 / 2025 4 : 00 PM Pacific

Bargaining Unit : MBG

Definition

There is currently one (1) regular vacancy with the Finance & Administration Department.

This position may be filled at the Senior Financial Analyst or the Financial Analyst level

depends on the qualifications of the individual selected and the business needs of the department.

Salary Range :

Senior Financial Analyst (M-61) - $8,247.38 - $10,024.74 Monthly

Financial Analyst (M-52) - $6,871.68 - $8,352.98 Monthly

IDEAL CANDIDATE

The ideal candidate for this position will be a highly motivated and data-oriented professional with a strong understanding of Finance and a proven ability to translate financial data into actionable insights. The incumbent will possess strong technical skills in financial modeling, forecasting, budgeting, and data analysis using tools like Excel, Power BI, or Tableau. Must be able to work independently with discretion.

FILING DEADLINE

This recruitment is scheduled to close of Thursday August 07, 2025 but can close at any time with or without prior notice. Interested individuals are encouraged to apply immediately. Applications are reviewed on a continuous basis. Candidates who best meet the minimum qualifications will be invited to continue in the selection process.

WORK SCHEDULE

This position is a benefited, full-time, position working hours to be assigned at the discretion of the Finance Director. Candidates may be required to work irregular hours, various, shifts, weekends, holiday and / or on-call status.

Senior Financial Analyst

Under direction from the Director of Finance, performs highly complex professional financial, administrative, and analytical work in support of the Department of Finance's managerial functions; performs additional duties as required by the Director of Finance.

The Senior Financial Analyst is equivalent to the Senior Management Analyst class and is filled by experienced personnel who conduct projects or direct programs, analyze problems, compile data, and make appropriate recommendations. This position required to control and oversee the City's annual budget preparation (operating and CIP), mid-year budget adjustments, and other budget amendments throughout the year. It also includes oversight of contract and requisition / purchase order processing, staff report preparation, and public record requests. In addition, the position currently oversees the Revenue, Billing, and Cash Management Division.

Financial Analyst

Under general supervision, to perform analytical, administrative and / or management duties and responsibilities in various administrative staff functions including budget / financial analysis, program / organizational analysis, project management, and legislative analysis and development; and to do related work as required.

DISTINGUISHING CHARACTERISTICS

This position works under general supervision and is expected to perform the full range of analytical work requiring complete knowledge of administrative principles and analytical practices. This position exercises a high degree of responsibility for budgetary research, analysis and providing recommendations for consideration by staff and management and requires some independent judgment in making decisions and may be the subject matter expert in one or more areas. This position will assist division managers or department directors in accomplishing objectives which include budget preparation and monitoring, contract compliance, organizational analysis, legislative analysis, and policies / procedures development.

Examples of Duties

Senior Financial Analyst

Examples of Duties

  • Develops departmental budgets for Finance & Administration, Internal Service Funds (ISFs), and Non-Departmental Funds (NDFs); develops the City's personnel, revenue, and transfer budgets; prepares 5-year revenue and expenditure forecasts and budget-to-actual updates.
  • Coordinates and oversees the annual budget preparation, budget carryovers, mid-year budget adjustments, and other budget amendments with budget liaisons in other City departments.
  • Controls and oversees the City's contract and requisition / purchase order processing.
  • Assists in year-end closing and audit by providing budget-to-actual analyses, fluctuation analyses, and other duties as required.
  • Coordinates and oversees public record requests for the department.
  • Conducts or directs assigned projects or program activities; provides administrative assistance by performing research and statistical analysis regarding issues, proposed legislation, programs, or operations; prepares and presents reports with findings and recommendations.
  • Administers contract or grant-funded program activities as assigned; directs and monitors work performed; prepares or drafts related proposals, reports, and records; monitors budget expenditures.
  • Compiles information and prepares manuals, documents, agenda items, resolutions, or publications related to administrative, fiscal, or operational issues.
  • Represents the department on committees or in meetings; coordinates or conducts activities with other City departments, agencies, organizations, and the community.
  • Provides assistance to department management, other City personnel, and the public regarding administrative, fiscal, or operational issues, policies, or procedures.
  • Participates in developing departmental goals and objectives

Financial Analyst

ESSENTIAL DUTIES AND RESPONSIBILITIES

The duties and responsibilities listed below are intended to provide a representative list of the various types of work that may be performed. Specifications are not intended to reflect all duties performed within the job class, and incumbents may expect to perform other related duties.

Assists in the preparation of the annual budget for division, department or city; reviews and evaluates budget requests, monitors and controls the budget; conducts revenue and expenditure forecasting and research; generates ideas to improve programs, find new revenues and balance the budget; produces special reports; analyzes and evaluates departmental objectives, programs, organizational structure, operations and control systems; plans and directs activities of multi faceted city wide projects of limited duration; evaluates progress and resolves difficulties including those crossing departmental lines; provides project leadership and advice to committees; provides technical direction and expertise related to project; evaluates the effect of current and pending legislation on department programs and operations; assists in the development of goals, objectives, policies and procedures; investigates, interprets, analyzes and prepares recommendations in relation to proposals for new programs, grants and / or services; analyzes, interprets and explains City policies and procedures; confers with members of the public to explain procedures and policies; investigates and prepares reports on specific requests and complaints pertaining to City / departmental / division activities; attends City Council and Commission meetings as assigned; and performs other related duties as assigned.

Qualifications

Senior Financial Analyst

Knowledge of :

  • Principles of municipal administration, accounting and auditing, budgeting, grants management, community relations, and program planning
  • Relevant laws, ordinances, and regulations
  • Research, statistical analysis, and report preparation
  • Methods and techniques of supervision
  • Ability to :

  • Perform complex financial, administrative, and analytical work with sensitivity to issues
  • Interpret and apply laws, ordinances, and policies
  • Conduct research and present reports
  • Serve as liaison to city personnel, agencies, and the public
  • Work independently and establish cooperative relationships
  • Communicate effectively, both orally and in writing
  • Direct the work of others involved in related activities
  • Financial Analyst

    Knowledge of :

  • Principles and practices of organization and public administration;
  • Research techniques, sources and availability of information, and methods of report presentation
  • Applicable Federal, State and local laws, rules and regulations pertaining to area of assignment
  • Administrative principles and methods, including goal setting, program and budget development, work planning and organization; and principles, methods and practices of municipal finance and budgeting
  • Governmental financial analysis and forecasting, budgeting and accounting
  • Principles and practices of budget development, governmental organization, and management
  • Program and project development, implementation and evaluation
  • Microcomputers for word processing, spreadsheet analysis, database management, graphics and financial management
  • Report writing methods and techniques
  • Ability to :

  • Analyze administrative problems, evaluating alternatives, and making creative recommendations
  • Communicate effectively, both orally and in writing
  • Assume control of a project and make sound recommendations
  • Properly interpret and make decisions in accordance with laws, regulations and policies
  • Prepare and write complete and accurate reports
  • Review and analyze a variety of organizational and administrative problems and make sound policy and procedural recommendations
  • Analyze, interpret and provide assistance regarding pending legislation; Represent the department effectively in meetings, including making presentations; exercise judgment in prioritizing work and recommending actions; Communicate clearly and concisely, both orally and in writing
  • Establish, maintain, and foster positive and harmonious working relationships with those contacted in the course of work
  • Work under pressure and deal with high levels of stress
  • Constantly maintain a professional demeanor
  • Requirements

    Senior Financial Analyst

    Education and Experience

    Any combination of education and / or experience that provides the required knowledge, skills, and abilities.

    Example combinations include :

  • Completion of a four-year college curriculum in public administration, accounting, or a related field
  • At least three years of responsible public sector experience related to the position
  • A master's degree in public or business administration is preferred
  • SPECIAL REQUIREMENTS

    Possession of a valid California Class C driver's license issued by the State Department of Motor Vehicles and good driving record.

    California Department of Motor Vehicle (DMV) Pull Notice System : An incumbent appointed to this position is subject to enrollment in the California DMV Pull Notice Program. The Pull Notice Program provides information on the incumbent's driving record and Driver's License status on a periodic basis to the City of Lynwood.

    Physical Demands and Work Environment

    The physical and work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

    This is primarily a sedentary office classification. The employee is regularly required to sit, talk, hear, and use hands and fingers. Occasional walking, standing, stooping, crouching, and reaching is expected. The employee may occasionally lift and / or move objects up to 25 pounds. Vision abilities include close vision and ability to operate standard office equipment.

    Work is performed in a standard office setting. The noise level is typically moderate. Incumbents are not substantially exposed to adverse environmental conditions.

    Financial Analyst

    TRAINING AND EXPERIENCE

    Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the knowledge, skills and abilities would be : Experience : Three years of progressively responsible administrative experience in the staff capacity of conducting research, study and financial analysis of management, budget, administrative, organizational, functional or procedural problems.

    Education : A bachelor's degree from an accredited college or university in public or business administration, economics, finance, or closely related field is required. A master's degree may be substituted for one year of experience.

    SPECIAL REQUIREMENTS

    Possession of a valid California Class C driver's license issued by the State Department of Motor Vehicles and good driving record.

    California Department of Motor Vehicle (DMV) Pull Notice System : An incumbent appointed to this position is subject to enrollment in the California DMV Pull Notice Program. The Pull Notice Program provides information on the incumbent's driving record and Driver's License status on a periodic basis to the City of Lynwood.

    Physical Demands and Work Environment

    The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions on a case-by-case basis. There is frequent need to sit, stand, stoop, walk, and perform other similar actions during the course of the workday. Incumbents require sufficient mobility to work in an office setting and operate office equipment, transport materials and supplies weighing up to 10 pounds, and to travel to various locations; must be able to see in the normal visual range with or without correction with vision sufficient to read small print, computer screens and other printed documents; must be able to hear in the normal audio range with or without correction; and must be able to speak to communicate in person, before groups and over the telephone.

    CURRENT CITY OF LYNWOOD EMPLOYEES

    Please do not use your City of Lynwood email address as part of this application. You must indicate a personal email address in order to receive communication and / or notices from Human Resources throughout the recruitment process.

    EMERGENCY DISASTER WORKER

    City of Lynwood employees are registered as an Emergency Disaster Worker. All City employees are required to perform assigned Emergency Service duties in the event of an emergency or disaster.

    REASONABLE ACCOMMODATIONS

    The City of Lynwood is an Equal Opportunity Employer, special assistance with the application and examination process is available upon request, for persons with disabilities. Notify Human Resources for assistance at (310) 603-0220 ext. 221 no later than three working days prior to the closing or scheduled examination / interview date.

    SELECTION PROCESS

    Your online application packet must include :

    1 - A completed online employment application.

    2 - A completed supplemental questionnaire.

    Failure to submit a complete application packet will result in disqualification from the examination process.

    Job applications must completely be filled out; a resume cannot substitute for some of the information. Be sure to be detail in your education, training or other relevant coursework that would make you a particularly strong candidate.

    It is the applicant's responsibility to make sure the application is properly submitted.

    Applicants will receive communication through email.

    Complete application materials will be screened in relation to the criteria described in this job announcement. No postmarks, faxes or emails will be accepted. Only those candidates deemed to be the most qualified and meeting the City's particular needs will be invited to continue in the recruitment process. The recruitment process may consist of a written examination, practical examination and / or an oral interview conducted by a panel of experts. Provisions of this bulletin do not constitute nor guarantee an expressed or implied contract for employment and may be revoked or modified without notice.

    Prior to the first day of work, selected candidates must pass a background (live scan fingerprinted) and physical examination, including a drug screen.

    Employer will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Employer is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.

    LEGAL RIGHT TO WORK IN THE UNITED STATES

    The Immigration Reform and Control Act of 1986 requires all new hire employees to submit verification of the legal right to work in the United States within three (3) business days beginning with the first day of work. The City is legally prohibited from employing anyone who cannot provide such verification of documentation.

    EQUAL OPPORTUNITY EMPLOYER

    The City of Lynwood does not discriminate on the basis of race, color, religion, disability, sex, age, national origin, or sexual orientation.

    THE CITY OF LYNWOOD RESERVES THE RIGHT TO MODIFY OR REVOKE, WITHOUT NOTICE, ANY OR ALL OF THE PROVISIONS OF THIS BULLETIN PRIOR TO THE TIME OF APPOINTMENT, AND TO WAIVE ANY NON-SUBSTANTIVE JOB REQUIREMENT AND MAKE SUBJECTIVE DECISIONS INTERPRETING AND ASSESSING THE SKILLS AND QUALIFICATIONS OF ANY CANDIDATE, INCLUDING THE DETERMINATION THAT NONE OF THE CANDIDATES, EVEN THOSE WHO MEET THE MINIMUM QUALIFICATION, ARE APPROPRIATE FOR THE POSITION.

    APPLICATIONS MUST BE COMPLETED ONLINE AT :

    If you have any questions, please contact : City of Lynwood Human Resources Dept.

    11330 Bullis Road. Lynwood, CA 90262

    310-603-0220 x 221

  • Retirement - Effective January 1, 2013,new members to CalPERS or an agency with CalPERS' reciprocity will be subject to the provisions of the Public Employees' Pension Reform Act of 2013 (PEPRA) and will receive 2% @ 62 benefit formula. Employees who are current members of CalPERS or an agency with CalPERS' reciprocity, or who have less than a six month break in service between employment in a CalPERS (or reciprocal) agency and employment with the City will be enrolled in the3% @ 60 benefit formula. All employees are required to pay the full employee contribution to CalPERS.
  • 8% EPMC - All employees are required to pay the 8% CalPERS member contribution.

    Medical Insurance - The City pays up to $1128.40 per month towards any medical plan selected by the employee and his / her eligible dependents.

    Dental / Vision Insurance - The City will contribute up to 80% of the family premium for dental and vision insurance.

    Life Insurance - Life, AD & D covered at 100% by the City.

    Long-Term Disability - covered at 100% by the City.

    Short-Term Disability - covered at 100% by the City.

    Deferred Compensation - The City offers a choice of two deferred compensation providers.

    Vacation - Accrued at two weeks each year with increases based on years of service.

    Sick Leave- 96 hours annually.

    Management Leave - 70 hours annually

    Other Leave- 10 paid holidays and 4 days floating holiday leave.

    4-10 Work Schedule

    Additional Benefits may include : Longevity Pay, Education Incentive Pay, Bilingual Pay, an Employee Assistance Program, opportunities for Citywide Training and a flexible schedule

    Experience : Do you have three (3) years of responsible public sector experience related to the position?

    In detail describe the experience you have with the following : 1) Budget adjustments 2) Internal Service Funds (ISFs), and Non-Departmental Funds (NDFs) 3) Revenue and expenditure forecasts 4) Annual budget preparation

    Education : Please indicate your highest level of education :

  • Associate's Degree
  • Bachelor's Degree
  • Master's Degree
  • Driver's License : Do you possess or have the ability to obtain a valid California Class C Driver's License?

    The supplemental questions were designed to elicit your experience as it relates to the current recruitment in order to identify the best qualified candidates for the position. Only the best and most qualified candidates will be invited to participate in the oral interviews. By selecting yes below, you certify your understanding that all applicants who meet the Minimum Qualifications are not guaranteed to move forward in the process. Do you understand the above statement?

    Recruitment Communication : Please be advised that the City of Lynwood's primary means of communication regarding recruitment status is via email. Have you provided a valid email that you can access regularly? PLEASE NOTE : Make sure you check you JUNK folder for email messages that may be incorrectly flagged as SPAM. Check "Yes" if you understand. Check "No" if you do not understand.

    Acknowledgement : I understand that I cannot update my application once I have submitted it. Therefore, I have fully completed ALL sections and provided full descriptions of my duties and responsibilities for each employer listed in my work experience, and have fully supported ALL of my responses to the Supplemental Questionnaire with the materials found in my application. Respond "Yes" for I Understand. Respond "No" if you do not understand.

    Certification : I certify that I have personally completed the information provided and that it is accurate and complete to the best of my knowledge. I understand that any falsification may cancel any terms, conditions, or privileges of employment. Respond "Yes" for I Understand. Respond "No" if you do not understand.

    Required Question

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    Senior Financial Analyst • Lynwood, CA, US