Financial Analyst

City of Menifee - Menifee, CA
City of Menifee - Menifee, CA

Under the direction of the Deputy City Manager and Deputy Finance Director, the Financial Analyst is directly responsible for supporting the formation of Community Facilities Districts (CFDs) in coordination with Community Development as well as administration of other Special Districts (LLMDs, CSAs, etc.,), and performing analytical functions on special projects such as fee and rate studies and financial planning to assist the City Manager’s office.

Under general direction, performs a variety of professional and complex analysis in support of specialized financial activities, and the preparation of forecasts and reports; conducts rate/fee studies and forecasting; collects and analyzes business performance data; collects and analyzes market and risk data; serves as a resource to managers, supervisors, and employees on financial matters; maintains special taxing district budgets and assessment levies; develops processes to enhance special district administration, bond issuance and monitoring; participates in complex policy development and strategic planning; coordinates assigned activities with other divisions, outside agencies, and the general public; and performs related financial work as required.

This is the specialized/advanced journey level class in the Management Analyst job series. Employees at this level are generally assigned responsibility for the management and administration of multiple significant programs, projects, functions, and/or service areas within a department. Employees at this level also independently perform the most complex, difficult, and responsible analyses related to financial, systems, statistical, programmatic, management, and other administrative areas in providing highly responsible staff support to a City department. Assignments are typically received in broad, outline form, and employees are expected to act independently in developing applicable resources and information. Employees at this level are assigned to highly complex areas and the scope of duties requires greater expertise than at the Management Analyst level.

Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying.   A typical way to obtain the required qualifications would be:
Equivalent to a bachelor’s degree from an accredited four-year college or university with major coursework in business or public administration, finance, accounting or a closely related field and four (4) years of increasingly responsible experience conducting financial analyses, preferably for a municipal or local government agency.

A City application and supplemental questionnaire must be submitted online at and received by May 16, 2021 @ 11:59 p.m. Candidates must clearly demonstrate through their application materials that they meet the employment standards outlined above. All properly completed applications will be reviewed, and the most appropriately qualified individuals will be invited to continue in the selection process. Examinations for the position may consist of any combination of written, performance, and oral exams to evaluate the applicant's skill, training, and experience for the position. Successful applicants will be placed on an eligibility list.