Senior Financial Analyst
Port of Oakland - Oakland, CA

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HOW TO APPLY SALARY $7209 - $8930/Month

FOR PORT APPLICATION MATERIALS: You may obtain a copy of the complete job announcement, supplemental questionnaire, and employment application via the Internet at by clicking on "Job Center." Alternatively, you may call our Job Hotline at (510) 627-1142. Faxed, emailed or postmarked job applications will not be accepted or given further consideration.


The Port of Oakland is currently recruiting for the position of Port Senior Financial Analyst. The position is in the Financial Planning Department, which includes the following areas; Debt Compliance, Operating and Capital Budgets, and Grant Administration. Under direction, the Port Senior Financial Analyst performs difficult and complex professional level management support including financial, budget, and operational analysis; preparing compliance reports; administering contracts and grants; and reviewing legal documents. A Senior Financial Analyst may coordinate the work of staff accountants and clerks who assist in specific assignments and may assist in providing their technical training. Typical duties may include, but are not limited to the following:

  • Plans and directs the work of staff in recording and maintaining control of accounting transactions involving a wide variety of accounts including purchasing activities, payment of claims, payroll processing, allocating job costs to appropriate accounts, revenue activities, cash management, capital funding and other fiscal and accounting records.
  • Prepares complex financial, fiscal and budget forecasts.
  • Performs various studies, as needed, which may involve analyses of financial information, accounting records, statistics and systems; gathers information relating to tenant and customer assets, liabilities and insurance.
  • Reviews related financial statements and reports; prepares analyses of the information and provides recommendations to management concerning the financial impact of the data.
  • Responsible for the development and installation of procedures and policies to achieve stated goals and objectives.
  • Performs necessary functions as a contact for coordinating and facilitating the requirements of outside auditors; responds to inquiries of auditors.
  • Analyzes work flow within the section and implements changes relating to work processes; designs procedures and methods for maintaining accounting and internal controls.
  • Prepares and develops instructions, report formats and automated support programs to assist Port departments with monitoring accounts receivable and credit and collection activities.
  • Assigns, monitors and supervises the work of subordinate staff; designs and coordinates the training of unit staff; participates in selection and hiring of staff; conducts performance evaluations; recommends merit step awards or disciplinary action as appropriate.
  • Monitors and analyzes receivables portfolios and payment patterns.
  • Prepares and analyzes flow projections and recommends options to enhance cash flow and minimize loss in credit and collections.
  • Meets with management as needed to secure data related to the development and monitoring of credit and collections strategies, informs management of problem accounts and assists management with identifying options to address delinquencies and overpayments.
  • Develops and maintains close effective working relationships with the Port's maritime, aviation and commercial real estate tenants; maintains contacts and negotiates with Port tenants and customers for purposes of making arrangements to bring their accounts current.
  • Participates in the development and implementation of fiscal and accounting procedures and methods.
  • Reviews, prepares and oversees the preparation of fiscal and accounting reports, documents, and transactions for conformance with established procedures and control; supervises the maintenance of general ledgers and journals.
  • Provides leadership, training and guidance to Port staff.
  • Performs other related duties as assigned.


This examination is open to persons who have a combination of education and experience that would reflect possession of the required knowledge, skills and abilities. A typical combination would include the following:

Education: Bachelor's degree from an accredited college of university in finance, accounting, business administration or a related field.

Experience: Four years of increasingly responsible professional experience in the financial area, two of which should have been in either financial and budget analysis, credit and collections or accounting.

A master’s degree in business or public administration, finance or other related field is highly desirable.

Licenses: Incumbents in this job may be expected to operate automotive vehicles in the performance of assigned duties. Due to assignments and hours worked, public transportation may not be an efficient method for traveling to required locations. Individuals appointed will be required to maintain a valid California Driver’s License while employed or demonstrate the ability to travel to required locations in a timely manner.

Additional Requirements: The Port of Oakland requires each incumbent to successfully complete a Transportation Security Administration (TSA) background check, which will include a fingerprint-based Criminal History Records Check (CHRC) and a Security Threat Assessment (STA), prior to being considered for this position. This status must be maintained for employment at the Port.

Willingness to work overtime in the evenings, weekends, and holidays.


Required Knowledge, Skills, and Abilities (KSAs): Knowledge of accounting principles and practices, including automated data processing accounting systems and cataloging principles; City Charter, Board Resolutions and Ordinances, agreements, tariff codes, contractual arrangements, and rules and regulations of outside organizations and government agencies affecting the accounting and financing functions of the Port; Port accounting procedures; complex research techniques, database development, analytical practices and statistical methods; organizational structures and financial systems of governmental enterprise agencies; principles of financial and trend analysis and governmental budgeting; legal requirements for collection of delinquent accounts, including those in the Uniform Commercial Code; principles and practices of leadership and effective supervision; and modern office practices, procedures and equipment.

Ability to conduct and prepare general and detailed analyses pertaining to budget variance, budget projections, budget development, collections, cash flow, delinquent accounts, and interest charges; write accurate and clear correspondence and financial/budget reports; review and interpret changes in laws and regulations affecting collections and devise recommended policies and procedures related to the changes; manage, process and query data in a relational database; handle multiple tasks simultaneously within prescribed time limitations; use of personal computers, including the development of financial models using word processing, spreadsheet, and database software; design and install accounting systems and procedures; supervise and direct subordinate professional and support staff; interpret and enforce administrative/operational policies, practices and procedures; analyze and solve problems of a complex nature; prepare concise and accurate reports and make recommendations, which may include oral presentations; develop and implement goals, objectives, policies, and procedures, work standards and internal controls; exercise sound, independent judgment within general policy guidelines; establish and maintain effective working relationships with those contacted in the performance of duties and to work as a team.


Stage I: Application, Résumé and Supplemental Questionnaire Evaluation (Pass/Fail) – The first stage in the selection process will consist of an application, résumé and supplemental questionnaire appraisal review (pass/fail). Applications submitted without a résumé and completed supplemental questionnaire will be deemed incomplete and not given further consideration. Meeting the minimum qualifications does not guarantee advancement to the next stage. Only the most suitably qualified candidates will be invited to Stage II.

Stage II: Assessment Examination (Weighted 100%) – The second stage of the selection process may consist of a combination of job-related situational project exercises and an oral panel interview designed to assess technical knowledge and any additional other KSAs. Job-related situational project exercises may consist of written exercises, performance exercises or other situational exercises that would asses the KSAs. The Assessment Examination is designed to test your overall aptitude for the position.

Candidates must achieve a scale score of 70 or more on this examination to be placed on the eligible list for employment consideration. The Port of Oakland reserves the right to modify the selection process as necessary to conform to administrative or business necessity.


Immigration and Reform Control Act: In compliance with the Immigration and Reform Act of 1986, the Port of Oakland will only hire individuals who are legally authorized to work in the United States. Social Security card must be presented, and the name on it must match the name on the application.

Americans with Disabilities (ADA): In compliance with State and Federal Laws, the Port of Oakland will employ and promote qualified individuals without regard to disability. The Port is committed to making reasonable accommodations in the examination process and in the work environment. Individuals requesting reasonable accommodations in the examination process should so indicate in questions 4 and 5 at the bottom of the Voluntary Questionnaire on the application form or notify us within five days after the final filing date for the examination 5/17/13. Otherwise, it may not be possible to arrange accommodations for the examination process. For further information regarding ADA test accommodations, please call (510) 627-1514 or TDD/TTY 711. For further information concerning ADA in general, please call (510) 627-1417, TDD/TTY 711.

To be announced

Gishela Portugal, (510) 627-1151
Opens: May 6, 2013
Closes: May 17, 2013

The Port of Oakland is an Affirmative Action/Equal Opportunity/ADA Employer

About this company
The Port of Oakland oversees the Oakland seaport, Oakland International Airport, and 20 miles of waterfront. The Oakland seaport is the...