FINANCE ANALYST II

City of Shafter, CA

$80K — $125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, economics, business administration, or related field.
  • Three years of experience in financial analysis, budgeting, or accounting; government sector preference.
  • Relevant experience may substitute for education on a year-for-year basis.

Responsibilities

  • Perform financial analysis to support the City's financial operations and management.
  • Prepare diverse financial reports, including the Comprehensive Annual Financial Report (CAFR) and budget comparisons.
  • Conduct proposal analysis to identify issues and recommend service improvements.
  • Review departmental compliance with accounting guidelines and city policies.
  • Assist in monitoring capital improvement budget adjustments and financial compliance.
  • Compile and analyze grant financial reporting for various agencies.
  • Assist in enhancing the City's financial systems and applications.

Benefits

  • 100% coverage of medical, dental, and vision premiums for employee and dependents.
  • Life insurance coverage equal to 12 times base salary plus $17,000 for employee and dependents.
  • Vacation time starting at 10 days per year, increasing to a maximum of 25 days.
  • 10 fixed holidays and 2 floating holidays annually.
  • 96 hours of sick leave annually.
Full Job Description
Salary : $80,574.00 - $125,138.00 Annually
Location : City Hall, Shafter, CA
Job Type: Full-Time
Job Number: 26/14
Department: Finance
Opening Date: 08/27/2026
Closing Date: 9/10/2026 11:59 PM Pacific

Objective
Under general direction, perform a variety of professional-level financial analyses to support the City's financial management operations. Prepare a diverse range of financial reports. Reconcile complex financial transactions.. Responsibilities include financial reporting and analysis, reviewing payroll and accounts payable, reconciling bank accounts and balance sheet accounts, preparing journal entries, and supporting both operating and capital budgets. The position serves as a backup for critical finance functions such as utility billing, payroll, accounts payable, and budget preparation. This position also requires active participation in state and federal grant programs (e.g., Section 5311, LCTOP, TDA), cost allocation, and capital project accounting. Perform related duties as assigned.
DISTINGUISHING CHARACTERISTICS

Finance Analyst II is an experienced journey-level classification within the Finance Analyst series. Incumbents are expected to independently perform the full scope of fiscal analysis, program, and policy research related to the administration of public finance functions. Advancement to the "II" level is at the discretion of the department head, provided the minimum qualifications for the classification are met, and proficiency in performing the full scope of assigned duties is demonstrated through a performance evaluation.

Essential Job Duties and Responsibilities
The duties listed below are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to this class.
  • Perform tasks in support of the City's financial management operations; prepare a variety of analyses such as revenue and expenditures, variances, personnel costs, and related fiscal documents.
  • Prepare and/or assist in the preparation of a diverse range of financial reports, including expenditure/revenue budget-to-actual comparisons, monthly fiscal reports, the City's Comprehensive Annual Financial Report (CAFR), and other periodic financial reports.
  • Conduct analysis of proposals; identify issues and opportunities; assist with the development of alternative scenarios to improve service levels and lower costs.
  • Explain relevant accounting guidelines to departmental staff and participate in the review and evaluation of requests to ensure compliance with City policies, procedures, and established guidelines. Respond to questions and provide information and support to departments.
  • Participate in the preparation, review, evaluation, and monitoring of capital improvement program (CIP) plans and budgets; monitor and update operating and capital budget adjustments and funding changes; review CIP requests for financial compliance.
  • Review and perform financial analysis of various federal, state, and county grant financial reporting; prepare periodic and ad-hoc financial reports as assigned.
  • Prepare journal entries and reconciliations for complex accounting transactions such as debt issuance and refunding, capital assets acquisition, and related transactions; review and approve expenditures within budget guidelines.
  • Assist department management, other City staff, and the public regarding fiscal or operational issues, policies, or procedures.
  • Participate in or direct and monitor assigned projects related to debt management, treasury management, and investments; perform research and statistical analysis; prepare and present reports of findings and recommend appropriate action.
  • Assist in enhancing the City's core financial system, including implementing new modules and reconfiguring existing applications.
  • Compile information and collaborate with external parties and outside agencies on various program financial audits.
  • May prepare cost estimates for labor relations as needed.
  • May supervise the work of staff in assigned areas of responsibility.
  • Perform duties of a disaster services worker in the event of an emergency.
  • Perform other related duties as assigned.

Minimum Requirements
EDUCATION AND EXPERIENCE

Finance Analyst II
  • Bachelor's degree from an accredited college or university with major coursework in finance, accounting, economics, business administration, public administration, or a related field; and
  • Three (3) years of experience in performing financial analysis, budgeting, or accounting. Government sector experience is preferred.
  • Relevant experience may be substituted for education on a year-for-year basis.

Knowledge, Skills, and Abilities
Knowledge of:
  • Principles and practices of municipal financial management including, but not limited to, budget development and administration, debt management, treasury management, investments, auditing, and general and governmental accounting.
  • Project and/or program management, analytical processes, and report preparation techniques.
  • Methods and techniques of administering sound financial management policies and procedures.
  • Organization and management practices as applied to the development, analysis, and evaluation of programs, policies, and operational needs of the assigned area of responsibility.
  • Research and financial reporting methods, techniques, and procedures.
  • Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to the assigned area of responsibility.
  • Principles and techniques for working with groups and fostering effective team interaction to ensure smooth teamwork.
  • Techniques for providing a high level of customer service and effectively dealing with the public, vendors, contractors, and City staff.
  • Office procedures, methods, and equipment, including computers and applicable software applications such as word processing, spreadsheets, and databases.

Skilled in:
  • Setting priorities and meeting assignment deadlines.
  • Good judgment, dependability, and adaptability.
  • Effective communication to convey ideas, both written and oral.
  • Advanced Database skills, including the ability to sort and retrieve records, create layouts and reports, and add, edit, and delete fields and records.
  • Advanced spreadsheet skills, including the ability to insert formulas and perform mathematical calculations; create workbooks, utilize multiple worksheets, format and print worksheets, sort lists, and create graphs and charts.
Ability to:
  • Perform professional duties in support of the City's financial management programs.
  • Assist in developing and implementing goals, objectives, practices, policies, procedures, and work standards.
  • Operate a computer terminal and prepare manual and computerized financial reports, maintain ledgers and journals, analyze fiscal data, and draw logical conclusions.
  • Analyze, interpret, summarize, and present administrative and technical information and data clearly and effectively.
  • Prepare clear and concise reports, correspondence, policies, procedures, and other written materials.
  • Understand, interpret, and apply all pertinent laws, codes, regulations, policies, procedures, and standards relevant to the work performed.
  • Organize work independently, set priorities, meet critical deadlines, and follow up on assignments.
  • Perform assignments with considerable independence, accuracy, and attention to detail.
  • Exercise good judgment, flexibility, creativity, and tact in response to changing situations and needs.
  • Communicate effectively in English, both verbally and in writing.
  • Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.
  • Learn specialized accounting software.

SUPPLEMENTAL INFORMATION
The conditions herein 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 disabilities to perform the essential job functions.
PHYSICAL DEMANDS
  • Sit for prolonged periods of time.
  • Verbally communicate to exchange information.
  • Hear, understand, and distinguish speech and/or other sounds in person and by telephone.
  • Use hands to fingers, feel computers and standard business equipment; make repetitive hand movements in the performance of daily duties.
  • Lift, carry, push, and/or pull up to 25 lbs. amounts of weight.
  • Occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information.
  • Visual requirements include close vision and the ability to adjust focus.


MENTAL DEMANDS
  • Use written and oral communication skills.
  • Interpret data, information, and documents.
  • Analyze and solve complex problems.
  • Work under deadlines with constant interruptions.
  • Interact with City management, staff, the public, and others encountered in the course of work, some of whom may be dissatisfied or quarrelsome.


WORK ENVIRONMENT
  • Work is performed primarily in an indoor environment.


APPLICATION PROCESS
Incomplete application packets will be rejected. Application packets must contain and meet the following criteria:
1. City of Shafter Employment Application: Must list each position in chronological order, including the start and end dates, as well as the duties and responsibilities for each employer and position.
2. Bachelor's Degree: A transcript may be submitted as documentation of the required education and must clearly indicate the degree conferred, date of conferral, and field of study. Applicants who do not possess a bachelor's degree must submit a copy of their high school diploma in lieu of a degree or transcript.

If you would like to submit any additional documents relevant to this position, please feel free to upload them to your application before submitting.
SELECTION PROCESS

The following are steps in the selection process. Candidates must pass each step before proceeding to the next step:

1. Submit a complete employment application as listed under Application Process

2. Application Review

3. Panel Interview

4. Name Placed on Eligibility List

5. Conditional Offer

6. Background Investigation

7. Medical Examination

8. Formal Offer

9. Begin Employment
Comprehensive City Paid Benefit Package

  • California Public Employees Retirement Plan (CalPERS) in accordance with the California Public Employees Pension Reform Act (PEPRA): Miscellaneous 2% @ 55 or 2% @ 62.
  • Medical, Dental, & Vision: City pays 100% of the medical, dental, & vision premiums on the base plan for employee, spouse, registered domestic partner, and dependents.
  • Life Insurance: City pays 100% of the premium for employee, spouse, registered domestic partner, and dependents. Employee benefit is equal to 12 times monthly base salary + $17,000, rounded to next $1000.
  • Vacation: 10 days to start to 25 days maximum annually.
  • Holidays: 10 fixed and 2 floating annually.
  • Sick Leave: 96 hours annually.
  • Work Schedule: 5/8 Work Schedule.
  • Spanish Fluency Incentive: $120 per month for designated positions.
  • Tuition Reimbursement: $3,000 annually.
  • IRS 125 Tax Deferred Flexible Spending Account: voluntary
  • IRS 457 Tax Deferred Retirement Plan: voluntary
  • Employee Assistance Program
  • Bereavement Leave
  • Longevity Pay: 5 years - 2.5%, 10 years - 2.5%, 15 years - 2.5%, 20 years - 2.5%

01

Do you posses a Bachelor's Degree from an accredited college or university with major coursework in finance, accounting, economic, business administration, public administration, or a related field?
  • Yes
  • No

02

If you answered "Yes" to Question #1, please indicate your major or area of coursework. If you answered "No," please indicate the highest level of college education you have completed and your major or area of coursework, if applicable. If you have not completed any college coursework, please enter "N/A."
03

Do you have three (3) years performing financial analysis, budgeting, or accounting?
  • Yes
  • No

04

If you answered "Yes" to Question #3, please provide sufficient detail explaining how you meet the minimum experience requirements for the position. Include your employer(s), job title(s), dates of employment, and specific duties related to financial analysis, budgeting, and/or accounting. Be specific and provide as much detail as possible, as this information may be used to determine your eligibility. If this does not apply, please enter "N/A."
05

If you do not possess the required Bachelor's Degree, are you using relevant work experience to substitute for all or a portion of the education requirement on a year-for-year basis?
  • Yes
  • No
  • NA - I posses the required Bachelor's Degree

06

If you answered "Yes" to Question #5, please describe the relevant work experience you are using to substitute for the education requirement. Include your employer(s), job title(s), dates of employment, and specific duties and responsibilities. If you have completed some college coursework that you believe should be considered in combi

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