Management Analyst - Controllers Office (Departmental Promotional Only)

Salary : $115,481.60 - $144,393.60 Annually
Location : County of San Mateo, CA
Job Type: Regular
Job Number: D181HC
Department: Controller's Office
Opening Date: 03/20/2025
Closing Date: 4/3/2025 11:59 PM Pacific
Bargaining Unit: 50B

Description
The San Mateo County Controller's Office is seeking highly qualified candidates for the position of Management Analyst for the Finance & Administration Division.

This is a Departmental Promotional Only recruitment and is open only to current employees of the Controller's Office with at least six months (1040 hours) of continuous service in a classified regular, probationary, extra-help/limited-term positions prior to the final filing date may apply.
The person hired for this position will play a lead role on complex financial projects and operational tasks, work independently with minimal supervision, and provide support to the Division Manager. This position will require technical knowledge of Generally Accepted Accounting Principles and financial reporting standards.

Tasks include but are not limited to the following areas:

• Preparation of the Countywide Schedule of Federal Expenditures and Notes to be included in the County's Single Audit Report.
• Review and Post the Measure K Journal Entries and provide support to General Accounting/Accounts Payable Division during Fiscal Year-End Close.
• Play a key support role to the Division manager for the following: department budget and performance measures, Cost Allocation Plan report, and reimbursement claims to the State (SB 90).
• Provide training to County departments on fiscal matters.
• Present information at monthly Fiscal Officers Committee meetings.
• Be a liaison between the Controller's Office and County departments.
• Draft or revise fiscal policies.
• Prepare financial reports or portions of.
• Other complex financial-related operations/projects as assigned.

Examples Of Duties
Duties may include but are not subject to:

• Assists in developing goals, objectives, policies, procedures, work standards, and administrative control systems for the department to which assigned.
• Develops and standardizes procedures and methods to improve and continuously monitor the efficiency and effectiveness of operations and service delivery methods and procedures in order to maximize funding and minimize costs; assesses and monitors workload and administrative and support systems; identifies opportunities for improvement and develops related recommendations.
• Plans, oversees, and administers department-specific programs and projects.
• Conducts a variety of analytical and operational studies regarding departmental and programmatic activities, including complex operational, regulatory, or administrative issues; evaluates alternatives, and makes recommendations.
• Prepares comprehensive technical records and reports, identifies alternatives, and makes and justifies recommendations.
• Conducts special research projects and financial analysis for countywide programs and usage; produces findings and recommendations and prepares related reports.
• Represents assigned department in interdepartmental, community and/or professional meetings; confers with and coordinates with other County staff on a wide variety of administrative analyses and planning issues.
• Serves as a liaison to public and private organizations, community groups, and other organizations; provides information and assistance to the public regarding the assigned programs and services; receives and responds to complaints, requests and questions relating to assigned area of responsibility.
• Ensures compliance with Federal, State, County, and funding agency regulatory and reporting requirements and applicable laws, regulations, and professional practices.
• Prepares and submits Board of Supervisor agenda reports and various other commission, committee, and staff reports, resolutions, ordinances, and correspondence regarding assigned activities including departmental annual budget.
• Attends meetings, conferences, workshops, and training sessions and reviews publications and related materials to become and remain current on principles, practices, and new developments in assigned work areas.
• Communicates orally, in writing, or through graphic representations and statistical summaries with colleagues, managers, employees, the public, organized employee groups and representatives of various organizations.
• May participate in the selecting, training, motivating, and evaluating assigned staff; directs the work activities of assigned staff; prioritizes and coordinates work assignments; provides or coordinates staff training; reviews work for accuracy; works with employees to correct deficiencies.
• Performs other duties as assigned.
• Develops and manages program budgets, including revenue projections and forecasting, multi-year cash flow analysis, cost containment and distribution, and grant funds disbursement; ensures that awards stay within funding limits.
• For Countywide projects, formulates, prepares, and communicates completion schedules, calendars, and deadlines; coordinates the entire process and ensures timely completion.

Qualifications
Education and Experience: Any combination of education and experience that would likely provide the required knowledge, skills, and abilities is qualifying. A typical way to qualify is:

• Equivalent to graduation from an accredited four-year college or university with major coursework in business or a related field and at least one year of experience in County Controller's Cost Accounting, Budget Management, Schedule of Expenditures of Federal Awards, and SB 90 State mandates.

Knowledge of:

• Generally Accepted Accounting Principles.
• Project and/or program management, analytical processes, and report preparation techniques.
• Organizational and management practices as applied to the analysis, evaluation, development, and implementation of programs, policies, and procedures.
• Principles of mathematical and statistical computations.
• Research and reporting methods, techniques, and procedures.
• Modern office practices, methods, and computer equipment and applications related to the work.
• English usage, grammar, spelling, vocabulary, and punctuation.
• Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility.
• Principles and practices of public administration as applied to operational unit and program administration.
• Principles and practices of county management and government.
• Sources of information related to a broad range of county programs, services, and administration.
• Basic principles, practices, and procedures of funding sources and grant funds disbursement.
• Principles and practices of contract administration and evaluation; and public agency budget development and administration, and sound financial management policies and procedures.
• Recent and on-going developments, current literature, and sources of information related to the operations of the assigned division.
• Record keeping principles and procedures.
• Techniques for effectively representing the County in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations.
• Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and County staff.

Skills and Ability to:

• Assist in the development of goals, objectives, policies, procedures, and work standards for the department.
• Coordinate and oversee programmatic administrative, budgeting, and/or fiscal reporting activities.
• Perform responsible and difficult administrative work involving the use of independent judgment and personal initiative.
• Conduct research on a wide variety of administrative topics including grant funding, contract feasibility, budget and staffing proposals, and operational alternatives.
• Evaluate and develop improvements in operations, procedures, policies, or methods.
• Research, analyze, and evaluate new service delivery methods, procedures, and techniques.
• Prepare clear and concise reports, correspondence, policies, procedures, and other written materials.
• Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local policies, procedures, laws, and regulations.
• Establish and maintain a variety of filing, record-keeping, and tracking systems.
• Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines.
• Operate and maintain modern office equipment, including computer equipment and specialized software applications programs.
• Use English effectively to communicate in person, over the telephone, and in writing.
• Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.
• Plan, organize, and carry out assignments from management staff with minimal direction.
• Plan and conduct effective management, administrative, and operational studies.
• Analyze, interpret, summarize, and present administrative and technical information and data in an effective manner.
• Use tact, initiative, prudence, and independent judgment within general policy and legal guidelines in politically sensitive situations.
• Effectively represent the department and the County in meetings with governmental agencies, community groups, and various businesses, professional, and regulatory organizations, and in meetings with individuals.

Application/Examination
Departmental Promotional Only. Only current County of San Mateo employees in the Controller's Office with at least six months (1040 hours) of continuous service in a classified regular, probationary, or extra-help/limited term position prior to the final filing date may apply.
Responses to the supplemental questions must be submitted in addition to our regular employment application form. A resume will not be accepted as a substitute for the required employment application and supplemental questionnaire.
Based solely on the information provided in the application materials, an application screening committee will select those applicants whose education, training and experience most closely matches the needs of the department. Those selected will be invited to a panel interview (weight: 100%), which may include a written exercise. Depending on the number of applicants, an application appraisal of education and experience may be used in place of other examinations or further evaluation of work experience may be conducted to group applicants by level of qualification. All applicants who meet the minimum qualifications are not guaranteed advancement through any subsequent phase of the examination. All examinations will be given in San Mateo County, California and applicants must participate at their own expense.
IMPORTANT: Applications for this position will only be accepted online. If you are currently on the County's website, you may click the "Apply" button. If you are not on the County's website, please go tohttps://jobs.smcgov.orgto apply.
TENTATIVE RECRUITMENT SCHEDULE

Final Filing Date: Thursday, April 3, 2025, 11:59 PM PST

Application Screening: Week of April 7 - 11, 2025

Panel Interview: April 21 and/or 22, 2025
About the County

San Mateo County is centrally located between San Francisco, San Jose, and the East Bay. With over 750,000 residents, San Mateo is one of the largest and most diverse counties in California and serves a multitude of culturally, ethnically, and linguistically diverse communities.
The County of San Mateo, as an employer, is committed to advancing equity in order to ensure that all employees are welcomed in a safe and inclusive environment. The County seeks to hire, support, and retain employees who reflect our diverse community. We encourage applicants with diverse backgrounds and lived experiences to apply. Eighty percent of employees surveyed stated that they would recommend the County as a great place to work.

San Mateo County is an equal opportunity employer committed to fostering diversity, equity, and inclusion at all levels.
Analyst: Sedrick Dixon (03202025) (Management Analyst - D181)
Please visit for a complete listing of all benefits for this classification.
Benefits are offered to eligible employees of the County of San Mateo. All benefits are subject to change.
As an additional benefit, the County offers extensive training, wellness and development programs designed to improve skills and enhance career opportunities. Most programs are offered on County time at no cost to you.
County employees are also covered by the federal Social Security system and earn benefits for retirement based on salary and time worked.
01

This is a Departmental Promotional Only recruitment. Only current County of San Mateo employees in the Controller's Office with at least six months (1040 hours) of continuous service in a classified regular, probationary, extra-help/limited term positions prior to the final filing date may apply.Do you meet this requirement? (A "No" answer will disqualify you from this recruitment.)

• Yes
• No

02

IMPORTANT: Applicants for this position are required to submit responses to the following supplemental questions. Your responses will give us vital information about your background and experience related to this position and will weigh heavily in the screening process. Answer these questions completely. Be specific and concise. Neatness, clarity of expression, grammar, spelling, and ability to follow instructions will be considered in the evaluation process. A resume will not be accepted as a substitute for your responses.

• I have read and understand this information.

03

Please provide in detail, your experience with compilation of the Schedule of Expenditures of Federal Awards. Explanation should include but not limited to the review of Federal Awards, expenses reconciliation, and reporting compliance.
04

Describe your experience in developing or working with a Cost Allocation Plan or establishing an Indirect Cost Rate. Provide an example of how the implementation of a Cost Allocation Plan or Indirect Cost Rate has positively impacted organizational budgeting or financial transparency?
05

Provide your experience with preparation of Service Level Agreements. In your response include your technical process of cost.What factors did you consider, and how did you communicate the proposed Service Level Agreements?
Required Question