This is the journey-level class in the Business Analyst series. Initially, incumbents with basic professional accounting and/or finance experience perform analytical and technical work within the division . As experience is gained, assignments become more varied and are performed with greater independence. Positions at this level usually perform most of the duties required of the positions at the Senior level, but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods. Incumbents provide a professional-level resource for organizational, managerial, and related analyses and studies. This class is distinguished from Senior Business Analyst in that the latter is responsible for more complex duties assigned to the division that require a higher level of knowledge and skill and education
Examples of Essential Job Functions:
Reconcile grant financial records with general ledger and prepare month end reports. Duties include preparing journal entries; gathering, tracking, and reviewing all monthly grant charges; and producing computerized monthly summaries of data.
Maintains the process of requesting, receiving, and paying-out federal grant funds, while maintaining compliance with SDHC regulations. Duties include calculating and requesting reimbursement for each grant claims and drawing down federal funds.
Review and approve all necessary accounting transactions to maintain budget integrity; review and approval of payroll reports, travel expense vouchers, purchase orders and subcontract invoices.
Monitoring sub-recipients to ensure compliance with HUD requirements for sub-recipient monitoring .
Maintenance of award files and information within the organization’s financial, awards and filing systems from set-up to close-out.
Prepare, analyze, and issue Financial Status Report. Duties include setting-up new grants, modifying existing grants, monitoring and verifying grant charges and budget over runs; and revising grant budgets and close outs; and maintaining all grant report specifications within the accounting system.
Prepare timely reconciliation of quarterly BSR, monthly variance reports and financial reports.
Provide assistance to Program Managers in implementing and complying with administrative grant procedures to ensure compliance with regulations and minimize risk exposure to the organization.
Prepare audit schedules for annual grant activity and assist external auditors in their audit procedures.
Performs other duties as assigned.
Principles, practices, and techniques of accounting, auditing and budgeting, including general understanding of GAAP, FASB and GASB.
Federal grant policies and HUD experience.
Good interpersonal skills required to work as a team.
Excellent written and verbal communication skills.
Exceptional experience developing complex linked spreadsheets.
Intermediate working knowledge of various Microsoft Office programs including MS Excel, Word, and Access. Ability to:
Exercise independent judgment and manage competing priorities using strong organization skills.
(Re) prioritize as necessary to meet critical deadlines.
Handle high volume of diverse tasks, under deadlines, with consistent accuracy and attention to detail.
Apply excellent analytical skills and flexibility to “get it done” effectively.
Be flexible and resourceful.
Education and Experience:
Bachelor's degree in accounting, finance, business or public administration, or related field. The completion of college level courses in accounting and eight (8) years of related work experience may substitute for the degree. Three years (3) experience in grant accounting including experience with computerized accounting systems or any equivalent combination of training and experience. Licenses and Certifications: Possession of, or ability to obtain, a valid California Driver’s License by time of appointment.