Financial Planning Analyst

Superior Court of Orange County - Orange County, CA

The Superior Court of California, County of Orange, is now accepting applications for:

(Official Classification: Senior Administrative Analyst)

$96,595.20 - $113,755.20 annually

Benefit Highlights
Choice of four medical plans
$3,500 Optional Benefit Plan (OBP)
Vacation and sick leave packages
13 paid holidays per year
Defined Benefit Retirement Plan
Optional deferred compensation program (457 plan)

Deadline to apply for this recruitment is:
Friday, November 1, 2019 at 11:59 PM P.S.T


Financial Planning Analysts report to the Financial Planning Officer and are an integral part of the Court's management team. This senior position is the advanced specialized level. Incumbents perform highly specialized, complex, sensitive analytical work that has court-wide impact, requiring considerable judgment, influence, and expertise to make decisions and recommendations on budget development and monitoring, resource allocation, and strategic financial planning. Incumbents may also oversee the work of other analysts.

Job duties may include, but are not limited to, the following:

Help develop the Court's budget.
Work collaboratively with other Financial Planning Office (FPO) team members to ensure efficient usage and management of Court resources in accordance with the strategic goals of the Court.
Help identify ways to streamline FPO processes and implement innovative and more efficient methods of doing business. This includes the use of new technologies.
Provide management with recommendations, alternatives, and possible corrective actions to address resource challenges by assembling and analyzing both current and historical financial data, identifying trends, and forecasting.
Research and make policy recommendations on cost recovery fees, special projects and other highly visible issues by analyzing current practices, interpreting statistical data and reports; reviewing legislative changes, and performing studies and comparative analyses.
Prepare dashboards and other reports using historical, current and projected results of financial activities.
Know and comply with federal, state, and Judicial Council requirements by studying existing and new requirements, filing required reports, and advising administration on necessary actions.
Support planning and project management efforts by ensuring that policies, procedures and laws are followed.
Support, participate in, and/or conduct various training sessions and create training and reference materials for cost center managers and other Finance Department customers (external and internal).
Provide excellent customer service and support to Court staff (including cost center managers and the executive team).
Review and approve transactions such as purchase requisitions, budget change requests, check requests, and position action requests.
Complete surveys and informational requests from the Judicial Council, State of California, County of Orange, or the public, which includes working with various court departments to obtain, analyze and present data.
Monitor and interpret legislation, with an emphasis on budget bills that impact Court funding, expenditures, and administration.
Prepare monthly and quarterly revenue and expenditure reports and dashboards.
Provide support for reporting and monitoring the Multi-Year Financial Plan (MY Plan) projects.
Work collaboratively with other areas of the Finance Department (Business Analytics, Accounting, Collections, Contracts and Facilities) in supporting the Court.
Collaborate with other trial courts to optimize the use of resources and the exchange of knowledge.

Success in this position will require demonstration of the following:

Excellent organizational, interpersonal, presentation, communication (written and verbal) skills
Training, education, or experience in government finance
Knowledge of forecasting methods
Ability to work independently as well as part of a team
Intermediate to advanced skills in Microsoft Office applications (emphasis on Excel, Word, PowerPoint)
Ability to create dashboards using business intelligence platforms (Power BI and Tableau)
Ability to work on multiple concurrent highly detailed and sensitive projects and tasks under strict deadlines


At least five years of work experience performing analytical and/or complex program or project duties in the area of financial planning and analysis.

Successful completion of coursework from an accredited college or university in the fields of business, public administration, criminal justice, finance, economics or other fields of study closely related to the duties of the job may be substituted as follows:

  • A Master's degree may substitute for up to two years of experience.
  • A Bachelor's degree may substitute for up to one year of experience.

Graduation with a bachelor's degree or successful completion of 24 upper division semester units (36 quarter units) in one of the academic fields stated above.
Experience in advanced Excel, SharePoint, SAP and government finance.
Experience in strategic planning, data management, project management, and performance measurement.


Application Process

All applicants are required to submit an online application and supplemental questionnaire. To learn more about how to create an application, click HERE.

For tips on completing/updating your application, refer to our "Helpful Application Tips" guide by clicking HERE. (Download PDF reader)

Résumés will not be accepted in lieu of the required application.

Selection Process
Candidates who meet the minimum qualifications will be referred to additional steps in the selection process, which may include a supplemental application review and a reference check. For current Court employees, click HERE (Download PDF reader).

Step 1: Applications will be reviewed to identify candidates who meet the minimum qualifications. Those qualified candidates will be referred to the next step in the recruitment process.

Step 2: Candidates' supplemental question responses will be evaluated for job knowledge and experience and utilized to establish the most qualified candidates for additional department review. Additional supplemental application rating AND additional testing or screening interviews may apply. Applications may also be screened for desirable qualifications.

Step 3: The most qualified candidates will be scheduled for a panel interview.

Reasonable Accommodations
Orange County Superior Court provides reasonable accommodations for applicants with disabilities, upon request. Please contact the Human Resources Department at if you feel that you will need a reasonable accommodation for any aspect of the selection process.

Eligible List
This recruitment will be used to establish an eligible list for current and future vacancies. The eligible list will remain active until the list is exhausted or a new recruitment opens.

Status Notifications
You will be notified by email during the process of this recruitment through Please check your email spam/junk folders and accept emails ending with and If your information changes, please update your profile at

Superior Court of California, County of Orange participates in the eVerify program.

For questions on this recruitment, please contact Monica Budd at For general employment information, please click HERE.

An Equal Opportunity Employer