Fiscal Analyst

FISCAL ANALYST JOB DESCRIPTION

The general responsibility of the Fiscal Analyst is to carry out the fiscal responsibilities of the PSA 2 Area Agency on Aging (PSA 2 AAA), the PSA 2 Health Insurance Counseling & Advocacy Program (HICAP), the PSA 2 Ombudsman Program, and all direct service programs. Monthly fiscal expense reports from PSA 2 AAA's contracted service providers and direct services shall be analyzed and presented by the Fiscal Analyst to the California Department of Aging (CDA) in accordance with each program's specific reporting standards. The Fiscal Analyst is required to conduct daily fiscal activities for the agency and its direct service programs. The Fiscal Analyst reports to the

PSA 2 AAA

Executive Director and the

PSA 2 AAA

governing board.

Distinguishing Characteristics:

The Fiscal Analyst shall be self-directed, possess strong communication skills, be proficient in fund accounting, worksheet applications, and have experience in Payroll practices and Human Resource functions.

Duties:

Maintain accounting records of all federal and non-federal grant monies, in accordance with fund accounting principles; Develop and maintain reliable and amicable fiscal relationships with contracted service provider agencies; Conduct contracted service provider fiscal assistance and training as necessary; Prepare timely and accurate monthly income statements, budgets and closeout reports for all programs with submission to the Executive Director, governing board, and the CDA; Provide analysis and control of expenditures and payments to contracted service providers; Provide all inventory-related procedures for the contracted service providers, PSA 2 AAA, and its direct service programs; Perform desktop or on-site monitoring of contracted service providers to verify fiscal reporting data and to prepare fiscal monitoring assessment reports; Assure the agency, its direct service programs, and contracted service providers achieve fiscal compliance with county, state and federal guidelines as per 2 CFR 200.501 to 200.521 [formerly OMB Circular A-133]; Participate in annual Certified Public Accountant audits and routine CDA audits, inclusive of preparation of details demonstrating annual activities for all balance sheet and income statement accounts; Maintain the summary of time reports and process payroll for agency staff and its direct service program employees; Conduct Human Resources functions with the assistance of the Executive Director, and Perform other such duties appropriate to the position as required.

Requirements:

Knowledge of computer software (Microsoft Office Products including Word, Excel, Access). Knowledge of QuickBooks Accounting Software is recommended. Must be willing to travel out-of-town and overnight on occasion. Must provide own vehicle, possess a valid and appropriate California Driver's License with minimum required insurance, and be bondable.

Qualifications:

Must have a minimum of an undergraduate degree in accounting (qualifying experience may be substituted for the required education on a year-for-year basis) with 5 years' experience in fund accounting; A thorough knowledge of computerized financial accounting and reporting requirements; Ability to convey knowledge and train others in the financial accounting and reporting requirements of PSA 2 AAA and the CDA; Knowledge of General Fund Accounting and Accrual principles (Cash Basis accounting principles are not utilized); Knowledge of audit and accounting principles as they apply to 2 CFR, Part 225 [formerly OMB Circular A-87], 2 CFR 200.501 to 200.521 [formerly OMB Circular A-133]; Knowledge of county government/non-profit accounting practices; and Ability to work well with paid staff and program volunteers.

Benefits:

80 hours Vacation Time, prorated, available after 1-year employment 96 hours Sick Time, prorated, available after 90 days employment Health Insurance Coverage (employee only) through Public Employees Retirement Systems (PERS) Choice, with an opportunity to purchase additional healthcare coverage for family members Membership in Public Employees Retirement System (PERS) 13 paid holidays per calendar year Following a probationary period of six months, the Fiscal Analyst will receive the following additional benefits on a pro-rated basis: $1,625.00

Annual Medical Wellness Benefit Salary Range:

$23.80 / hour (step 1) to $28.93 / hour (step 5)

Pay:

$23.80 - $28.93 per hour

Benefits:

Health insurance Paid time off Retirement plan

Work Location:

In person