DUTY STATEMENT



See CDA 9003-I for Instructions1. INCUMBENTVACANT2. EFFECTIVE DATE (MM/DD/YYYY)TBD3. DIVISIONDivision of Administrative Services4. UNIT NAMEFinancial Management Branch – Budget Operations Bureau5. CLASSIFICATIONSTAFF SERVICES MANAGER I (SPECILAIST) 6. POSITION NUMBER 797-641-4800-9527. SUPERVISOR’S STATEMENT: I CERTIFY THAT THIS DUTY STATEMENT REPRESENTS AN ACCURATE DESCRIPTION OF THE ESSENTIAL FUNCTIONS OF THIS POSITION.SUPERVISOR’S NAME (Print)Kim ElliottSUPERVISOR’S SIGNATUREDATE8. EMPLOYEE’S STATEMENT: I HAVE READ THIS DUTY STATEMENT AND AGREE THAT IT ACCURATELY REPRESENTS THE DUTIES I AM ASSIGNED.EMPLOYEE’S NAME (Print)EMPLOYEE’S SIGNATUREDATEYou are a valued member of the department’s team. You are expected to work cooperatively with internal and external stakeholders to enable the department to provide the highest level of service possible. Your efforts to treat others fairly, honestly, and with respect are important to everyone who works with you.9. DESCRIPTIONUnder the general direction of the Staff Services Manager (SSM) II (Chief Budget Officer), in the Financial Management Branch (FMB), Budget Operation Bureau (BOB) and in collaboration with a peer Associate Government Program Analyst, Research Data Specialist II, and a Staff Services Manager I (Specialist), the SSM I (Specialist) performs a variety of complex budgetary functions for the California Department of Aging (CDA). The tasks require a high level of analytical, interpersonal, and communication skills and independence of action in carrying out the responsibilities. The incumbent will be required to prioritize workloads and complete assignments under tight deadlines. These duties are broadly defined as follows:40% State Operation COVID-19 Funding Oversight Analyze state operation funding levels pertaining to State and federal COVID-19 funds, prepare and present reports on the expenditure of funds to management team, and complete current year and budget year forecasting drills. Make recommendations and suggestions to executive management for the use of funds based upon forecasting drills.Monitor and track appropriation adjustments. Complete appropriation augmentation paperwork for submission to Department of Finance (DOF). Review internal spending requests and fiscal documents to ensure expenditures remain within authorized resources. Troubleshoot and resolve issues with spending requests. Independently complete all budgetary drills for the COVID-19 funding including but not limited to Budget Administration Adjustments, Baseline Budget Adjustments, Financial Information System for California (FI$Cal) uploads, and Executive Orders.30% Local Assistance Allocation Oversight Review, complete, and record local assistance allocations for State and federal COVID-19 funding. Utilize appropriate funding formula, including the Intrastate Funding Formula, to complete local assistance allocations. Utilize the federal grant award, accounting records, and program records to reconcile, review, and provide reports to the Chief Budget Officer regarding local assistance spending patterns for Area Agencies on Aging and Aging and Disability Resource Connections pertaining to COVID-19 funding. Continually monitor spend patterns to identify problems and concerns and work with Program area, Chief Budget Officer, and other management to troubleshoot the identified issues to resolution.Prepare and coordinate through DOF all budget revisions to align appropriation records with local assistance budget amendments processed during the year.Review internal spending requests and fiscal documents to ensure expenditures remain within authorized resources. Troubleshoot and resolve issues with spending requests. 20% Department of Finance Reports and Analysis Independently prepare Budget Change Proposals and Spring Finance Letters for CDA addressing the short and long-term impacts of COVID-19 and in response to chaptered legislation. Complete departmental costings and collaborate with program staff to ensure all needs are captured. Independently complete the analysis and review of proposed legislative augmentations addressing COVID-19 impacts. Complete departmental costings and collaborate with program staff to ensure all needs are captured. Independently complete any COVID reports/trackers for DOF and California Health and Human Services Agency. Reconcile these reports/trackers to FI$Cal data. Prepare, review, and revise written responses to DOF and California Health and Human Services Agency request. 10% Miscellaneous Financial Management Branch (FMB) Responsibilities Post appropriation changes to CDA’s budget detail sheets. Coordinate changes to current year budget with Accounting for posting to FI$Cal. Review FI$Cal reports to assure accurate posting of budgeted information.Assist the Local Finance Bureau with review and reconciliation of program and FMB records, as needed. Prepare prior year data tracking sheets in coordination with the Local Finance Bureau.Attend FMB meetings as pile miscellaneous reports for the Chief Budget Officer on an ad hoc basis. Working Conditions:Due to the COVID-19 pandemic, CDA staff are working remotely per the state's emergency telework policy until further notice. The physical work location of the position is designated at the department's headquarters location, a two-story building and standard office modular workspace located in Natomas. The duties of the position require sitting for long periods of time while using a personal computer, reviewing documents, and attending meetings whether they are digital (i.e., Zoom, WebEx, MS Teams, etc.) or in person.8/2021 ................
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