CalCareers



PART APosition No: 820-515-5157-XXXDate: Classification: Staff Services AnalystName: Under the supervision of the Treasury Program Manager I or II, the incumbent provides technical and analytical support for various State financing programs administered by the Public Finance Division (PFD), coordinates with various State agencies, STO divisions and financial institutions, and provides support and assistance with work associated with bond sales and debt administration as required.Percentage of time performing dutiesESSENTIAL FUNCTIONS40%Assists with the coordination and record keeping of debt administered by the PFD. Assists with the administration of debt service payments, fees, notices, and reports associated with PFD managed debt. Assists with the coordination on a continuous basis with STO divisions, state agencies, and services providers, such as paying agents, LOC banks, remarketing agents, dealers, counsels, financial advisors, and other entities to facilitate timely and accurate payments and report filings, to ensure compliance with agreements, and to monitor compliance with applicable federal tax and state laws.40%Reviews and assists in analyzing legal documents associated with bond sales or debt administration to ensure that documents protect State interests and the bondholders while complying with municipal securities rules and regulations; attends meetings; and coordinates with members of the financing team to ensure a successful transaction. Records and maintains information in the PFD Debt Management System (DMS). Provides data and reports as requested related to debt administered by the PFD.10%Provides technical support for other PFD programs as required.Percentage of time performing dutiesNON-ESSENTIAL FUNCTIONS10%Performs other duties as required.PHYSICAL AND MENTAL REQUIREMENTS OF ESSENTIAL FUNCTIONSActivityNot RequiredLess than 25%25% - 49%50% - 74%75% or moreVision: Review documents, analyses and reports; prepare and proofread analyses and memorandums; and process payments from invoices.?????Hearing: Answer telephone and make calls to outside parties; attend and participate in meetings; and provide verbal information?????Speaking: Answer telephone and make calls to outside parties; attend and participate in meetings; announce visitors; and provide verbal information?????Walking: Distribute documents and other information; pick up print jobs; walk to and from copies; and walk to meetings?????Sitting: Sit at desk to prepare analyses and memorandums; answer telephone; attend and participate in meetings.?????Standing: Use copier machine, research bond files and boxes in file room and vault.?????Balancing: Research bond files and boxes in file room and vault, climb up step stool or ladder to retrieve files from shelves.?????Concentrating: Review complex bond documents; prepare precise analyses; identify issues and organize technical and financial data.?????Comprehension: Same as “Concentrating” listed above.?????Working Independently: Must be able to work alone after initial on-the-job training.?????Lifting up to 10 LBS occasionally: Lift archive boxes of bond documents for research, filing and storage; distribute official statements and other bond documents; and research mainframe reports.?????Lifting up to 20 LBS occasionally and/or 10 LBS frequently: Lift archive boxes of bond documents for research, filing and storage; distribute official statements and other bond documents; and research mainframe reports.?????Lifting up 20-50 LBS occasionally and/or 25-50 frequently: ?????Fingering: Use computer keyboard and mouse to perform analyses, draft reports and memos; push buttons on 10-key adding machine, calculator and telephone; and assemble bond files?????Reaching: Answer phone; use computer mouse, 10-key adding machine and calculator; gather documents; retrieve bond files and boxes in bookcase, file room and vault.?????Carrying: Own work materials and reports; books, bond files, boxes and reports back to desk for further research.?????Climbing: Step stool or ladder to research and retrieve files and bond documents from shelving units in file room or vault.?????Bending at waist: Retrieve bond files and boxes from shelving units in the file room or vault.?????Kneeling: Same as “Bending at Waist” above.?????Pushing or pulling: Same as “Bending at Waist” above.?????Handling: Sort and distribute papers on desk and in basket; typing; assemble bond files; research bond files and boxes.?????Driving: Attend out of town office meetings and training.?????Operating equipment: Computer, telephone, 10-key adding machine, Xerox, and fax.?????Working indoors: Enclosed office environment.?????Working outdoors: ?????Working in confined space: Enclosed office environment. ?????PART BPROSPECTIVE EMPLOYEE RESPONSEPosition No: 820-515-5157-XXXDate: Classification: Staff Services AnalystName: Do you have any physical or mental condition or limitation that will prevent you from performing the essential functions of the position as described above?No. I have no physical or mental condition or impairment that would prevent or otherwise impair me from performing the essential functions of the job, as set forth in the job description above.No. I do have a physical or mental condition or limitation that will require reasonable accommodation in order for me to be able to perform one or more of the essential functions of the job, as set forth in the job description above.Yes. I have a mental or physical condition or limitation that will prevent me from performing one or more of the essential functions of the job, as set forth in the above job description even with reasonable accommodation.I am not sure if I have any physical or mental condition or impairment that might prevent or otherwise impair me from performing one or more of the essential functions of the job, as set forth in the above job description. Note: If you have checked this box, please indicate in the space below the following information:1. the essential function in question, and2. the specific functional limitations you have that you believe may prevent or otherwise impair you from performing that essential function.You may attach additional pages if necessary. A Personnel Office representative will contact you in order to discuss the matter with you in greater detail. If during this conversation it is determined that a reasonable accommodation may be necessary in order for you to perform the essential function(s) of the job, the representative will discuss that option with you.CERTIFICATION: I certify that I have provided true and complete information concerning my ability to perform the essential functions as it pertains to above job description. (Any misrepresentation or material omission may be cause for dismissal.)Applicant’s SignatureDate Signed ................
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