ACCOUNTING ANALYST

Job Specifications

Class Code: UB7 
Analyst:  JAD 
Date Originated: 7/81 
Date Revised: 5/85 

SANTA CRUZ COUNTY

DEFINITION

Under general direction, to perform complex accounting studies and financial analysis of the County's fiscal affairs; to perform the most difficult and complex general and cost accounting work; to coordinate, prepare and control the Auditor's and Special Districts proposed and final budget; and to do other work as required.

DISTINGUISHING CHARACTERISTICS

A position in this class performs accounting, fiscal and legal research and analysis to solve fiscal problems and to achieve maximum financial benefit to the County. Research and analysis is performed with considerable independence without established accounting or other standard or guidelines. A position in this class is responsible for coordinating budget preparation and for budget control. This class differs from the class of Accountant III by the degree of independence and by the assignment of programs and projects which have major countywide impact.

TYPICAL TASKS

Conducts studies of complex accounting problems then prepares a variety of complex periodic and special reports involving cost accounting, statistics and legal research such as applications for extra jurisdictional funding and tax and revenue anticipation notes; coordinates the County's cash management program to assure that the County and Special Districts have required working capital throughout the fiscal year; participates with County Counsel in lawsuits to recover funds, obtain financial relief and pursue claims; with County Counsel, negotiates cost settlements with outside agencies and organizations; analyzes legislation, determines fiscal impact, determines implementation requirements, and develops an implementation plan; prepares indirect cost proposals for use in obtaining reimbursement from other jurisdictions, investigates means of collecting new or missed revenue by performing fiscal and cost accounting studies and prepares fee schedules and financial claims; designs and prepares claims for reimbursement of State mandated costs; performs general accounting work on selected programs and agency budgets such as redevelopment agencies; ensures that funds are set up and maintained properly, and sets up accounting systems as necessary; works with representatives from a variety of departments and local, State and Federal agencies; provides technical assistance to other accounting personnel; may provide lead supervision to other staff on project basis; prepares reports and correspondence; attends conferences and meetings. Coordinates budget control with operating departments and Special Districts; compiles the Auditors and Special Districts proposed and final budget; reviews expenditures, encumbrances and appropriation adjustments to assure the availability of funds; analyzes complex accounting problems and makes recommendations for solutions; designs and implements new procedures as appropriate; establishes priorities; works with other work units to ensure efficient work flow; develops forms and systems for budgetary accounts and files then advises other units, departments and agencies of the changes; refines accounting procedures and reports as needed; identifies management information needs and assists in designing new systems; attends budget hearings and accounts for changes in the budget; prepares reports and correspondence; attends meetings and conferences.

EMPLOYMENT STANDARDS

Knowledge:

Ability to:

 

Training and Experience: Any combination of training and experience, which would provide the required knowledge and abilities, is qualifying. A typical way to obtain these knowledge and abilities would be:

Three years of progressively responsible accounting experience with at least one year of experience in governmental accounting, financial analysis or budget formulation and control.