Senior Analyst

The Finance Department mission is to manage, protect and report on the City of San José’s financial resources to enhance the City’s financial condition for residents, businesses, and investors. The Finance Department has four core divisions:

•   Accounting

•   Debt & Treasury Management

•   Purchasing & Risk Management

•   Revenue Management 

The Finance Department works in partnership with the departments of Human Resources, Information Technology, and Public Works as the City’s Strategic Support City Service Area to effectively develop, manage and safeguard City fiscal, physical, technological, and human resources to enable and enhance the delivery of City services and projects. The Finance Department has a $24.2 million operating budget with and 134 budgeted full-time equivalent (FTE) positions

In anticipation of potential promotional opportunities, the Finance Department is conducting a cascade opportunity, as it currently is seeking to fill one (1) Senior Analyst position in Finance’s Risk Management work unit and (1) Analyst I/II should the Senior Analyst or subsequent positions recruitment result in a vacancy. If you are interested in employment in any of these positions, you should apply to ensure you are considered. 

The Risk Management Division of the Finance Department offers unique career opportunities in public sector risk management and insurance programs. The Risk Management Division is responsible for procurement and oversight of the City’s property and casualty insurance programs.  The Division also provides contractual risk management, property subrogation claims reporting and negotiation, and other key services to City Departments including enterprise departments such as the Airport Department and San José – Santa Clara Wastewater Facility.  The work environment is dynamic and engaging, with Risk Management staff interfacing with nearly all City departments in the delivery of risk management services. 

Please see below for details of the Senior Analyst positions and the general duties of an Analyst I/II  

Senior Analyst

The Senior Analyst will report directly to the Risk Manager. The essential duties of this Senior Analyst position may include but are not limited to:

• Supervises the Analyst I/II to include prioritization of work, training, and conducting performance evaluations

• Oversees the service levels of the contractual risk transfer process and related business process automations

• Coordinates property insurer loss prevention engineering visits and City’s evaluation and responses to the property insurer’s loss prevention recommendations (requires periodic offsite driving)

• Analyzes City insurance policies to ensure adequate coverage and assist in negotiating favorable terms

• Manages the insurance recovery process for property, builder’s risk, and liability claims

• Serves as risk management subject-matter expert on requests for proposals for consultant services

• Conducts research and gathers data to support risk management initiatives and decision-making

• Collaborates with City staff, insurance brokers, and external partners as needed

• Stays updated on best practices and emerging trends in risk management to support the continuous improvement of the City’s risk management program

• Supports the Risk Manager in the:

• Evaluation and implementation of risk management policy and strategy

• Development of budget recommendations for the City’s general fund and special funds

• Risk Management review of the Annual Comprehensive Financial Report

• Writing of City Council and Advisory Committee memorandums

• Review of insurance broker activities to ensure compliance with servicing requirements

 Analyst I/II

The Analyst will report directly to the Senior Analyst. Under general supervision, this position is a key member of the Risk Management team responsible for specialized support to risk staff and management.  The general duties of an Analyst I/II position may include but are not limited to:

• Analyzes risks for various city procured contracts or special events and recommends appropriate contract insurance specifications.  Consults with the Senior Analyst about appropriate insurance language as needed. Reviews and approves certificates of insurance to ensure they are compliant with contract insurance specifications.  Requests corrections from the department contract managers and/or vendor as needed. 
• Works with the Human Resources Department and the City’s insurance broker to place fiduciary liability insurance programs for the City’s defined contribution benefit plans.  Acts as the Risk Management Division’s main point-of-contact for questions related to the fiduciary liability insurance programs.
• Updates and maintains the City’s property schedule to include updated values from property appraisals and information from the City’s Risk Manager or other City departments. Update the City of San Jose “Master” Property Statement of Values, as locations change, and appraisals are received throughout the year.  Update the property schedule when Risk Management is notified.  Reach out to departments to verify information as needed.
• Handles administration including various reporting/coordination efforts on the Owner Controller Insurance Program (“OCIP”) placed by the City to support capital projects at the San José – Santa Clara Regional Wastewater Facility (“RWF”).  Oversees workers’ compensation claims activity for the RWF OCIP.  This function may require periodic offsite driving. 
• Handles various general Risk Management department activities and administrative duties as assigned, which may include coordinating meetings, preparing presentations materials or other communications.  This may require periodic offsite driving.   
• Manages the contracts/amendments process for Risk Management contracts, including coordinating reviews by City stakeholders like the City Attorney’s Office and City Budget Office and drafting memorandums for City Council or Advisory Committee action requests.
• Other duties, as needed

Salary Information

The final candidate’s qualifications and experience shall determine the actual salary. In addition to the starting salary, employees in this classification shall also receive an approximate five percent (5%) ongoing non-pensionable compensation pay, which is included in the range below.

The Senior Analyst salary range is $102,800.88 – $125,252.40 annually

The Analyst I salary range is $80,676.96 - $98,083.44 annually

The Analyst II salary range is $88,058.88 - $107,016. annually

COVID-19 Remote Work Information

Per the City’s COVID-19 Mandatory Vaccination Policy, the City requires all new hires to provide proof of vaccination as a condition of employment absent an approved medical or religious exemption. “Fully vaccinated” means the employee has received two doses of Pfizer, Moderna or Novavax or a single dose of Johnson & Johnson.

Statement of Economic Interest

Upon commencement of employment and subsequently each spring, the incumbent of this position must file the Family Gift Reporting Form together with the Statement of Economic Interest-Form 700. Please view the following link for details related to the State-Required reporting: Form 700 (ca.gov) and the following link for the City of San José Family Gift Reporting Form: showpublisheddocument (sanJoséca.gov).

In addition, candidates in the Senior Analyst and Analyst position for this work unit must be able to secure a City Driving Permit within 60 days from the employment start date.

This recruitment may be used to fill multiple positions in this, or other divisions or departments. If you are interested in employment in this classification, you should apply to ensure you are considered for additional opportunities that may utilize the applicants from this recruitment.

Senior Analyst

A Bachelor’s Degree from an accredited college or university and four (4) years of increasingly responsible experience in general management/administrative analytic work in the areas of budget, finance, grant administration, organizational analysis, general administration, human resources, or related field in general analytical work.  Acceptable Substitution One (1) year of additional education above the Bachelor’s Degree level may be substituted for one (1) year of the required management/administrative analytic work.  Required Licensing (such as driver’s license, certifications, etc.)  Possession of a valid State of California driver's license may be required for some assignments

Analyst I

A Bachelor's Degree from an accredited college or university.

Analyst II

A Bachelor's Degree from an accredited college or university AND two (2) years of increasingly responsible professional staff analytic or administrative experience conducting studies, organizing and analyzing data, and preparing reports, recommendations, or conclusions for a functional area in budget, finance, grant administration, organizational analysis, general administration, or human resources.

Acceptable Substitution for Analyst I/II

Additional years of experience in a position comparable to the Staff Specialist with the City of San José in areas such as budget, finance, grant administration, organizational analysis, general administration or human resources may be substituted for the education requirement on a year for year basis. 

Competencies

The ideal candidate will possess the most desirable combination of training, skills, and experience, as demonstrated in past and current employment history. Desirable competencies for these positions include:

Senior Analyst

Leadership - Leads by example; demonstrates high ethical standards; remains visible and approachable and interacts with others on a regular basis; promotes a cooperative work environment, allowing others to learn from mistakes; provides motivational support and direction. 

Planning - Acts to align own unit's goals with the strategic direction of the organization; defines tasks and milestones to achieve objectives, while ensuring the optimal use of resources to meet those objectives. 

Problem Solving - Approaches a situation or problem by defining the problem or issue; determines the significance of problem; collects information; uses logic and intuition to arrive at decisions or solutions to problems that achieve the desired outcome.

Initiative - Exhibits resourceful behaviors toward meeting job objectives; anticipates problems, is proactive, and avoids difficulties by planning ahead; displays willingness to assume extra responsibility and challenges; pursues continuing education opportunities that promote job performance. 

Communication Skills - Effectively conveys information and expresses thoughts and facts clearly, orally and in writing; demonstrates effective use of listening skills; displays openness to other people’s ideas and thoughts. 

Fiscal Management - Understands the relationship of the budget and resources to the strategic plan. 

Supervision - Sets effective long and short-term goals based on a good understanding of management practices; establishes realistic priorities within available resources; provides motivational support; empowers others; assigns decision-making and work functions to others in an appropriate manner to maximize organizational and individual effectiveness.

Analyst I/II

Job Expertise - Demonstrates knowledge of and experience with applicable professional/technical principles and practices, Citywide and departmental procedures/policies and federal and state rules and regulations.

Customer Service – Demonstrates the ability to anticipate customers' needs and deliver services effectively and efficiently using professional demeanor. 

Communication Skills - Effectively conveys information and expresses thoughts and facts clearly, orally and in writing; demonstrates effective use of listening skills; displays openness to other people’s ideas and thoughts. 

Teamwork & Interpersonal Skills - Develops effective relationships with co-workers and supervisors by helping others accomplish tasks and using collaboration and conflict resolution skills

Decision Making - Identifies and understands issues, problems, and opportunities; uses effective approaches for choosing a course of action or developing appropriate solutions. 

Problem Solving - Approaches a situation or problem by defining the problem or issue; determines the significance of problem; collects information; uses logic and intuition to arrive at decisions or solutions to problems that achieve the desired outcome.

Reliability – Completes quality work assignments in a timely and efficient manner; fulfills responsibilities and maintains confidentiality as appropriate. 

Selection Process 

The selection process will consist of an evaluation of the applicant's training and experience based on the application, resume, and answers to the job-specific questions. Only those candidates whose backgrounds best match the position will be invited to the next phase of the recruitment process. To be considered for this vacancy, candidates must answer all job-specific questions and complete all sections in the on-line application (including education and work experience); otherwise, applications will be deemed incomplete.

You will be prompted to answer the following job-specific questions during the online application process. Please note that there is a 4,000-character limit, including spaces, for each text response.

1. What is the highest level of education you have completed?
2. Please describe your education, training, background, and experience in risk management, insurance, and contracts, if any.  Include relevant experience in reviewing insurance policies and contract terms and conditions, including indemnity and insurance provisions.
3. Describe a complex project you worked on where you were required to perform analytical work of considerable difficulty and formulate recommendations?  Describe the steps you took to complete the analysis and what tools you used.  Were your recommendations implemented?  If so, what were the results?
4. Do you have a valid California driver’s license?
5. For Senior Analyst only:  Please describe your background and experience in managing the insurance recovery process for property, builder’s risk, and liability claims.
6. For Senior Analyst only: How many years of experience do you have in general management/administrative analytic work in the areas of budget, finance, grant administration, organizational analysis, general administration, human resources, or related field in general analytical work?
7. For Analyst II only: How many years of experience do you have in increasingly responsible professional staff analytic or administrative experience conducting studies, organizing, and analyzing data, and preparing reports, recommendations, or conclusions for a functional area in budget, finance, grant administration, organizational analysis, general administration, or human resources.
8. An acceptable Experience substitution for the Senior Analyst position is one (1) year of additional education above the bachelor’s degree level may be substituted for one (1) year of the required management/administrative analytic work.  If you meet the acceptable substitution for this position, please describe in detail. 
9. An acceptable education substitution for the Analyst I/II position is experience in a position comparable to the Staff Specialist with the City of San José in areas such as budget, finance, grant administration, organizational analysis, general administration, or human resources. If you meet the acceptable substitution for position, please describe in detail. 

 If you have questions about the duties of these positions, the selection or hiring processes, please contact Michelle Harrison at michelle.harrison@sanjoseca.gov. 

Link to Benefits page

Link to Department website: https://www.sanjoseca.gov/yourgovernment/departments/finance

-Link to California Equal Pay Act

Please note that applications are currently not accepted through CalOpps or any other third party job board application system. To apply, applicants must complete an application via the City of San Jose’s website at www.sanjoseca.gov/citycareers.