HomeMy WebLinkAboutResolution 2005-194 N.C.S. 11/21/2005 Resolution No. 2005-194 N.C.S.
of the City of Petaluma, California
RESOLUTION AMENDING THE CLASSIFICATION AND COMPENSATION
PLAN BY ESTABLISHING THE NEW CLASSIFICATION,
PAY RANGE AND UNIT ASSIGNMENT OF FINANCIAL ANALYST -CAPITAL
IMPROVEMENT PROJECTS AND ABOLISHING ACCOUNTING OFFICE
SUPERVISOR, BUYER, CONTROLLER, FINANCE DIRECTOR,
GENERAL SERVICES ASSISTANT, GENERAL SERVICES SPECIALIST, AND
PAYROLL TECHNICIAN
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 Financial Analyst -Capital
Improvement Project (as attached hereto and marked Attachment A); and,
WHEREAS, the pay ranges and unit assignments for the classifications as listed below,
are hereby recommended, effective with the adoption of this Resolution.
Classf cation Title Ra: Ran e~ Per 1VIonth Unit Assi n~meri"t
Financial Analyst -Capital $4,529.20-$4,758.00-$4,995.47- Unit #4 -
In~ rovement Project $5,245.07-$5,510.27 Professional
NOW, THEREFORE, BE IT RESOLVED that the City Council does hereby approve
the amendments to the Classification and Compensation Plan as written in this Resolution
including the amendment in the Competitive Service of the Personnel System.
BE IT FURTHER RESOLVED, that this action is taken pursuant to Personnel Code
3.04.020 and Personnel Rules and Regulations (Rule IV- Classification and Rule V -
Compensation) and, that the notice of this action has been properly posted.
Under the power and authority conferred upon this Council by the Charter of said City.
REFERENCE: I hereby certify the foregoing Resolution was introduced and adopted by the Approved as to
Council of the City of Petaluma at a Regular meeting on the 21 s` day of November, form:
2005, by the following vote: f~~
~ City/Attorney
AYES: Canevaro, Mayor Glass, Healy, Nau, Torliatt
NOES: None
ABSENT: Vice Mayor Han-is, O'Brien -
ABSTAIN: None
ATTEST: .L / .
City Clerk
Resolution No. 2005-194 N.C.S. Page 1
Financial Analyst -CIP
~ L U City of Petalacma
a ~ CLASS SPECIFICATION
a= Date: 1 1 /21 /OS
Code:
I85$
Financial Analyst -CIP
Summary
Prepares, coordinates, and monitors the Capital Improvement Project (CIP) budget for all City
agencies; administers budget performance systems; recommends financial policies and
procedures; develops computerized financial reports; coordinates all capital project budget
requests; may report to City Council on Capital Projects; manages assigned operations.
Class Characteristics
General supervision is provided by the Accounting Manager. The class is distinguished from the
classification of Accountant/Analyst in that the latter is the full journey level class in a
professional accounting series.
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:
Coordinate the preparation of all Capital Improvement Project budgets; provide procedures,
requirements, instructions, and schedules for departmental budget input and preparation;
implement modifications to budget and financial systems.
Monitor budget performance for all capital projects; prepare customized financial
management reports; recommend corrective actions for resolution of budget performance
issues.
Recommend changes to departmental policies and procedures, systems, and standards;
participate in organization, staffing, and related activities.
Assist in the development of agency-wide, long-range financial plans, which incorporate capital
improvement projects.
Review expenditures to assure that projects are within .budgetary guidelines.
Monitor financial data collection systems.
Work independently as liaison between Administrative Services and all other departments that
manage capital projects.
As Finance liaison, will monitor all CIP projects, contracts and their appropriate change orders;
inform Accounting Manager as to when projects need change orders.
Resolution No. 2005-194 N.C.S. Page 2
Supervise disbursement of all expenditures.
At the completion of new capital projects, will assist in updating all fixed asset information
related to capital projects in accounting system.
Perform related duties as assigned.
SkillslAbilities:
Prepare complex financial and statistical reports; maintain and reconcile financial transactions
records, ledgers, and journals. Understand transactions and relationships among accounting
documents; detect fiscal record keeping errors rapidly and efficiently.
Write reports, business correspondence, documentation, and effectively present information
and respond to questions from groups of managers, clients, customers, and the general public.
Perform detailed numerical work with speed and accuracy.
Comprehend and draw inferences from written material, analyze problems, gather relevant
information and recommend corrective action; perform multiple tasks under deadline pressure;
organize and prioritized work to meet deadlines.
Work independently with minimal supervision, utilizing sound judgment in the course of work.
Operate a standard computer with working knowledge of analytical spreadsheets, standard
office software and equipment, including Microsoft Excel and 10-key calculator.
Prepare a variety of financial documents, reports and analyses with supporting statistics and
data. Examine and verify financial documents and reports.
Communicate effectively both verbally and in writing.
Establish and maintain effective working relationships with those contacted in the course of fhe
work.
Physical Demands and Work Environment:
While performing the duties ofi this job, the employee is regularly required to sit; use the
computer keyboard and mouse, use hands to finger, handle, or feel; reach with hands and
arms; talk or hear; and taste or smell; stand, walk, and stoop, or crouch. 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 perception, and ability to adjust focus. The ability to
work in an office environment where the noise level is usually moderate.
Qualifications
Knowledge of:
Principles of automated information systems and .methods, including spreadsheets and other
accounting and business software.
Modern office practices, procedures, methods, and equipment.
Generally accepted accounting principles and their application, with experience in
governmental accounting principals and procedures is desirable.
Resolution No. 2005-194 N.C.S. Page 3
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 of gaining such knowledge and
abilities would be:
Education:
A Bachelor's degree with major work in accounting or closely related field.
Experience:
Sufficient years of professional accounting experience that demonstrates possession of the
required knowledge and abilities. Two years of local government accounting is desirable.
Certificates/Licenses:
Possession of a valid California Class C driver's license.
Established: 1 1 /21 /05
Resolution 2005-194 N.C.S.
Revised: N/A
Department: Administrative Services
FLSA Status: Non-exempt
Resolution No. 2005-194 N.C.S. Page 4