HomeMy WebLinkAboutResolution 2013-136 N.C.S. 10/7/2013 Resolution No. 2013-136 N.C.S.
of the City of Petaluma, California
AMENDING THE CLASSIFICATION AND COMPENSATION PLAN BY
ESTABLISHING THE NEW CLASSIFICATION AND
PAY RANGE OF PRINCIPAL FINANCIAL ANALYST
WHEREAS, the City wishes to keep current its Classification and Compensation Plan;
and amendments and or revisions to the Classification and Compensation Plan are effective upon
approval by the City Council; and,
WHEREAS, the City Manager/ Personnel Officer has determined that certain duties and
responsibilities are appropriately allocated to the classification of Principal Financial Analyst (as
attached hereto and marked Exhibit A); and,
WHEREAS, the pay range for the classification of Principal Financial Analyst as listed
below, is hereby recommended, effective with the adoption of this Resolution.
� Pay;Range Per M nth - A ` 7m
Classrficatro;Title, ,
Principal Financial Analyst $6,881.33-$7,224.53-$7,586.80-$7,964.67-$8,363.33
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of
Petaluma:
1. Approves the amendment to the Classification and Compensation Plan as written in
this Resolution including the amendment in the Competitive Service of the Personnel
System.
2. Takes this action pursuant to Personnel Code 3.04.020 and Personnel Rules and
Regulations (Rule IV- Classification and Rule V—Compensation) and, that the notice
of this action has been properly posted.
Under the power and authority conferred upon this Council by the Charter of said City.
REFERENCE: I hereby certify the foregoing Resolution was introduced and adopted by the Approv as to
Council of the City of Petaluma at a Regular meeting on the 7'h day of October. f
2013.by the following vote:
City Attorrd:
AYES: I3arrett, Mayor Glass, Barris, I-lealy, Kearney.Miller
NOES: None
ABSENT: Vice Mayor Albertson
ABSTAIN: None
tfr
ATTEST:
I 1 et° ac ells
City Clerk Mayor
Resolution No. 2013-136 N.C.S. Page I
w City of Petaluma
R �,c4 \Z CLASS SPECIFICATION
,'9 Date: 10/07/2013
785$ Job Class:
Principal Financial Analyst
Summary
Perform a full range of complex, responsible, and varied professional, analytical, financial,
policy, and statistical analyses; perform a variety of complex financial activities, including
management of the City's long-range financial plan and other functions, programs and projects
in the Finance Department; may be assigned supervisory duties; and, provide highly complex
staff assistance to the Director of Finance.
Class Characteristics
General direction is provided by the Director of Finance. Responsibilities include the direct and
indirect supervision of lower level professional, technical, and clerical personnel.
This class applies specialized and advanced level knowledge to professional financial work,
and has responsibility for major programs or projects within the Finance Department. The
incumbent is expected to have a thorough knowledge of financial analysis, exercise
independent judgment, and serve as a resource to other staff, departments, outside agencies,
and the public.
Essential Duties,,Skills, and Demands of the Position
The duties, skills, and demands described here are representative of those that must be met by
an employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with a disability to perform the essential
duties, skills, and demands.
Duties:
Plan, coordinate and perform complex financial, policy, and statistical analyses; prepare
financial modeling and forecasts for long-range fiscal stability; analyze alternatives and make
effective recommendations.
Plan, organize and manage the City's long-range financial plan and other functions, programs
and projects in the Finance Department.
Develop, prepare, present and maintain long-range forecasts for all major funds.
Conduct surveys, studies, and research, including rate and fee studies, related to the activities or
operation of the City's finance function.
Develop, analyze, review and present financial plans and policies.
Manage complex projects that cross departments and require City-wide coordination.
Assist in the development, coordination, preparation, and administration of the City's budget,
year-end audit, and Comprehensive Annual Financial Report.
Resolution No.2013-136 N.C.S. Page 2
Develop and prepare narrative and statistical reports, educational materials, correspondence,
and related financial documents and written materials.
Develop, prepare, and present plans, policies, programs, reports, and recommendations to the
City Council, public, and business community.
May supervise assigned professional, technical, and clerical personnel.
Assist, develop, and implement Department goals, objectives, policies and procedures, and
work standards.
Perform related duties as assigned.
Skills/Abilities:
Perform complex and difficult financial, policy, and statistical analysis and develop effective
recommendations.
Understand, interpret, and apply financial planning, modeling and forecasting techniques.
Prepare, evaluate, and present financial plans, policies, complex reports, and rate and fee
studies.
Analyze and evaluate issues; identify alternative solutions, and consequences of
recommendations.
Conduct thorough surveys, studies, and research.
Collect, evaluate, and interpret varied and complex information and data.
Plan, organize and manage assigned plans, functions, programs and projects.
Understand, interpret and apply financial policies and procedures, and pertinent federal, state,
and local laws, codes and regulations.
Intermediate to advanced skill level in Microsoft Word, Excel, and PowerPoint.
Participate in the preparation and administration of the City's budget, year-end audit and
Comprehensive Annual Financial Report.
Supervise professional, technical, and clerical personnel.
Effectively present information to City staff, the City Council, public and business community.
Establish and maintain effective working relationships with those contacted in the course of
work.
Communicate clearly and concisely, both orally and in writing.
Physical Demands and Work Environment:
While performing the duties of this job, the employee is regularly required to sit, stand, walk; use
the computer keyboard and mouse, use hands to finger, handle or feel; reach with hands and
arms; talk or hear; and smell. The employee is occasionally required to stoop, kneel, and crouch.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities
required by this job include close vision, distance vision, color vision, peripheral vision, depth
Resolution No.2013-136 N.C.S. Page 3
perception, and ability to adjust focus. The noise level in the work environment is usually
moderate.
Qualifications
Knowledge of:
Principles, practices, and methods of financial analyses including forecasting, and long-range
financial planning.
Principles, objectives, trends, and techniques of complex financial forecasting.
Principles and practices of budget preparation and administration.
Principles and practices of supervision, training, and personnel management.
Pertinent federal, state, and local laws, codes, and regulations
Modern office procedures, and computer equipment and applicable software applications.
Education and Experience
Any combination equivalent to the education and experience likely to provide the required
knowledge and abilities would be qualifying. A typical way to gain such knowledge and
abilities would be:
Education:
A Bachelor's degree from an accredited college or university with major work in finance,
accounting, economics, or a closely related field is required. A Master's degree is highly
desirable.
Experience:
Five years of increasingly responsible experience performing financial, budgetary, and fiscal
analysis. Work experience in a local government or public agency setting is desirable.
Certificates/Licenses:
Possession of a valid California Class C driver's license.
Established: 10/07/2013
Resolution #: 2013-136 N.C.S.
Department: Finance
FLSA Status: Exempt
Resolution No.2013-136 N.C.S. Page 4