Financial Performance Analyst
California Franchise Tax Board, Sacramento, California, United States, 95828
Job Description And Duties
The salary ranges listed in this Job Control may not reflect reductions in pay in accordance with the 2025 Personal Leave Program. Please follow the link for more information regarding the 2025 Personal Leave program. http://hrmanual.calhr.ca.gov/Home/ManualItem/1/2113
The salary ranges listed in this Job Control may not reflect reductions in pay in accordance with the 2025 Personal Leave Program. Please follow the link for more information regarding the 2025 Personal Leave program. http://hrmanual.calhr.ca.gov/Home/ManualItem/1/2113
Under the general direction of the Administrator II for the Financial Performance Unit, the incumbent uses the highest level of professional and technical skills to perform the most complex and specialized assignments related to financial performance analysis including analyzing and interpreting hours, cost, revenue, and performance metrics. The incumbent works as a Subject Matter Expert (SME) for assigned divisions to assist with developing key performance measures based on Franchise Tax Board (FTB)’s products and services.
The incumbent will work with process owners, staff, and management throughout the department to gather, analyze, and project financial performance data. The incumbent represents the department on various enterprise projects and departmental teams as SME on financial oversight. The incumbent leads the efforts in the department to ensure that the hours, cost and performance information identified in the divisions and departmental areas are compatible and properly linked to FTB’s Reporting and Program Structure to provide an enterprise-wide perspective.
Additional positions may become available (RPA 2526-01442).
Please complete this optional survey letting us know how you heard about this position by clicking here.
You will find additional information about the job in the
Duty Statement .
Position Details Job Code #:
JC-507522
Position #(s):
564-552-5403-XXX
Working Title:
Financial Performance Analyst
Classification:
ANALYST IV
Salary:
$7,276.00 - $9,107.00 A
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.
# of Positions:
Multiple
Work Location:
Sacramento County
Telework:
Hybrid
Job Type:
Permanent, Full Time
Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:
All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to clearly demonstrate how you meet the Minimum Qualifications and Alternate Range Placement for the position on your State Application (STD Form 678).
Effective written and verbal communication skills
Ability to resolve customer issues effectively and efficiently and provide excellent customer service skills
Experience with working collaboratively with management and peers
Experience with using quantitative skills and analyze data to prepare reports, tables and charts that present results of analysis
Ability to define and develop appropriate performance indicators and metrics to produce meaningful reports
Ability to analyze information and make sound decisions, come up with alternative solutions when feasible, and recommendations to advise management and governance teams
Ability to be flexible in response to changing priorities, workloads, and quick turnaround deadlines
Ability to multitask, prioritize, and apply time management
Ability to establish and maintain positive working relationships
Ability to work independently with minimal guidance and in a team environment
Ability to exercise tact and good judgment, and maintain a high degree of confidentiality in performing tasks
Ability to develop and present ideas and business and financial information clearly and effectively to a small or large audience with little guidance
Strong interpersonal and decision-making skills
Strong work ethic, positive attitude, enthusiasm, and self motivated
Strong organizational skills, ability to multi-task, detail-oriented, accuracy, and adapt to changing priorities
Experience working on projects and/or enterprise teams and facilitating team meetings
Experience serving in a lead or subject matter expert role that requires coordinating with multiple departments or divisions to support financial, operational or program initiatives
Experience developing procedures, training materials, and presenting information
Experience with Adobe Acrobat, Tableau, and Microsoft Office (Excel, Word, PowerPoint, Project, Visio, and SharePoint)
Strong experience with excel pivot tables, queries, complex formulas and functions
Knowledge of Franchise Tax Board’s governance process, organization, budgeted programs, and operations
Knowledge of activity based management, activity based costing, and work activity tracking
Knowledge of the interrelationships between Franchise Tax Board Divisions and their business processes and program activities
Contact Information The Human Resources Contact is available to answer questions regarding the application process. The Hiring Unit Contact is available to answer questions regarding the position.
Department Website: http://www.ftb.ca.gov
Human Resources Contact:
Classification & Hiring Unit
(916) 845-3608
Hiring Unit Contact:
Misty Westin
(916) 845-5601
misty.westin@ftb.ca.gov
Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office.
EEO Contact:
EEO Office
(916) 845-2860
California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.
Final Filing Date: 2/26/2026
#J-18808-Ljbffr
The salary ranges listed in this Job Control may not reflect reductions in pay in accordance with the 2025 Personal Leave Program. Please follow the link for more information regarding the 2025 Personal Leave program. http://hrmanual.calhr.ca.gov/Home/ManualItem/1/2113
Under the general direction of the Administrator II for the Financial Performance Unit, the incumbent uses the highest level of professional and technical skills to perform the most complex and specialized assignments related to financial performance analysis including analyzing and interpreting hours, cost, revenue, and performance metrics. The incumbent works as a Subject Matter Expert (SME) for assigned divisions to assist with developing key performance measures based on Franchise Tax Board (FTB)’s products and services.
The incumbent will work with process owners, staff, and management throughout the department to gather, analyze, and project financial performance data. The incumbent represents the department on various enterprise projects and departmental teams as SME on financial oversight. The incumbent leads the efforts in the department to ensure that the hours, cost and performance information identified in the divisions and departmental areas are compatible and properly linked to FTB’s Reporting and Program Structure to provide an enterprise-wide perspective.
Additional positions may become available (RPA 2526-01442).
Please complete this optional survey letting us know how you heard about this position by clicking here.
You will find additional information about the job in the
Duty Statement .
Position Details Job Code #:
JC-507522
Position #(s):
564-552-5403-XXX
Working Title:
Financial Performance Analyst
Classification:
ANALYST IV
Salary:
$7,276.00 - $9,107.00 A
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.
# of Positions:
Multiple
Work Location:
Sacramento County
Telework:
Hybrid
Job Type:
Permanent, Full Time
Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:
All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to clearly demonstrate how you meet the Minimum Qualifications and Alternate Range Placement for the position on your State Application (STD Form 678).
Effective written and verbal communication skills
Ability to resolve customer issues effectively and efficiently and provide excellent customer service skills
Experience with working collaboratively with management and peers
Experience with using quantitative skills and analyze data to prepare reports, tables and charts that present results of analysis
Ability to define and develop appropriate performance indicators and metrics to produce meaningful reports
Ability to analyze information and make sound decisions, come up with alternative solutions when feasible, and recommendations to advise management and governance teams
Ability to be flexible in response to changing priorities, workloads, and quick turnaround deadlines
Ability to multitask, prioritize, and apply time management
Ability to establish and maintain positive working relationships
Ability to work independently with minimal guidance and in a team environment
Ability to exercise tact and good judgment, and maintain a high degree of confidentiality in performing tasks
Ability to develop and present ideas and business and financial information clearly and effectively to a small or large audience with little guidance
Strong interpersonal and decision-making skills
Strong work ethic, positive attitude, enthusiasm, and self motivated
Strong organizational skills, ability to multi-task, detail-oriented, accuracy, and adapt to changing priorities
Experience working on projects and/or enterprise teams and facilitating team meetings
Experience serving in a lead or subject matter expert role that requires coordinating with multiple departments or divisions to support financial, operational or program initiatives
Experience developing procedures, training materials, and presenting information
Experience with Adobe Acrobat, Tableau, and Microsoft Office (Excel, Word, PowerPoint, Project, Visio, and SharePoint)
Strong experience with excel pivot tables, queries, complex formulas and functions
Knowledge of Franchise Tax Board’s governance process, organization, budgeted programs, and operations
Knowledge of activity based management, activity based costing, and work activity tracking
Knowledge of the interrelationships between Franchise Tax Board Divisions and their business processes and program activities
Contact Information The Human Resources Contact is available to answer questions regarding the application process. The Hiring Unit Contact is available to answer questions regarding the position.
Department Website: http://www.ftb.ca.gov
Human Resources Contact:
Classification & Hiring Unit
(916) 845-3608
Hiring Unit Contact:
Misty Westin
(916) 845-5601
misty.westin@ftb.ca.gov
Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office.
EEO Contact:
EEO Office
(916) 845-2860
California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.
Final Filing Date: 2/26/2026
#J-18808-Ljbffr