Financial Planning Officer

: FINANCIAL PLANNING OFFICER* (*Official Classification: Financial Services Manager II) DEADLINE TO APPLY

• Deadline to apply for this recruitment is Thursday, March 20, 2025, at 11:59 p.m. PST.

This recruitment is open to external candidates, internal OCSC employees and internal OCSC promotions. This recruitment will be used to fill current vacancies, and an eligible list may be established to fill future vacancies. ANNUAL SALARY $145,350.40 - $170,872.00 Annually BENEFITS HIGHLIGHTS Choice of five medical plans Defined Benefit Retirement Plan (2.50% at 67 formula) $3500 Optional Benefit Plan (OBP) annually Optional deferred compensation program (457 plan) Health Reimbursement Arrangement (HRA) Dental and Vision Plans Vacation and sick leave packages 14 paid holidays per year Tuition reimbursement TELEWORK/ON-SITE OPPORTUNITY This position is eligible for a combination of telework and on-site work assignments. Telework must be completed from a pre-designated home-based location within the State of California and employees may be required to report on-site to address business needs. Telework is at the sole discretion of the Court and may be rescinded with 48 hours' notice, based on needs of the Orange County Superior Court. ABOUT ORANGE COUNTY SUPERIOR COURT The Orange County Superior Court is the third largest court of general jurisdiction in California. We have courthouses throughout the county, including locations in Orange, Westminster, Fullerton, Newport Beach, and Santa Ana. We have a staff of about 1,500 and an operating budget of nearly $280 million. The Court's Judges, Commissioners and employees are recognized for their high standards of achievement, integrity, and diversity. The Court is committed to ensuring equal access to court services and enhancing public confidence in the court system. To learn more about the Superior Court of California, County of Orange, visit our homepage at

Opportunity Details

ABOUT THE POSITION The Financial Planning Officer ensures that resources are managed efficiently and responsibly, using the highest standards of accountability, while providing superior service to all customers. It also supports management by developing and implementing financial plans that allocate available resources in a manner that best meets the short-term, long-term and strategic goals of the Court. The Financial Planning Officer typically reports directly to executive or senior management and oversees highly complex work including areas which require specialized financial planning expertise or credentials. The classification oversees a diverse operation including financial services analysts and other support staff. Duties for the classification may include, but are not limited to: Provides judicial leaders and executive management with accurate financial information and recommendations by continuously monitoring and evaluating the efficiency and effectiveness financial and business-related services; identifying cost-effective approaches; establishing and assuring the use of internal financial system controls; and ensuring compliance with state, federal laws, rules and regulations. Accomplishes the Court's financial mission by effectively acquiring and administering financial, material and information resources; selecting, training, motivating and evaluating subordinate personnel; ensuring efficient and cost-effective development and utilization of management information systems and other technological resources to meet the Court's needs. Leads confidently by taking personal responsibility for decisions and actions and by designing and implementing strategies that maximize employee potential and fostering high ethical standards to meet the Court's vision, mission and goals. Leads change by displaying a high level of initiative, effort and commitment to achieving Court goals and objectives; being proactive and achievement-oriented; being self-motivated; pursuing self-development and development in others; seeking feedback from others and opportunities to master new knowledge. Reengineers business process and improves program effectiveness by proposing and implementing change initiatives to improve efficiency, streamline operations and meet current and future business needs. Promotes sound accounting and financial practices and principles of contemporary leadership by integrating new ideas and contemporary approaches to problem solving. FINANCIAL SERVICES MANAGER II

Minimum Qualifications

REQUIRED EXPERIENCE: OPTION 1: Two (2) years of full-time (or equivalent) recent experience as a Financial Services Manager I. -OR- OPTION 2: Five (5) years of full-time (or equivalent) professional level budgetary analysis experience in budgeting, accounting, or finance with a public and/or governmental agency. EXPERIENCE SUBSTITUTION: Successfully completed accredited college or university course work in the field of business, public administration, accounting, finance, economics or closely related field may be substituted as follows: Bachelor's degree may substitute for one (1) year of the required experience Master's degree may substitute for up to two (2) years of required experience. Note: To receive substitution credit, a copy of your college official transcripts must be included with your application. DESIRED EDUCATION Desired qualification is graduation with a bachelor's degree or successful completion of 24 upper division level college courses from an accredited college or university in the fields of business, public administration, accounting, finance, economics or closely related field. DESIRABLED EXPERIENCE One (1) or more years of experience supervising or leading professional financial planning staff. Experience with government budget analysis and financial planning is highly desirable. ADDITIONAL REQUIREMENTS (Licenses, Certifications, Testing, etc.): Must successfully pass a background check to the satisfaction of the court. Travel to/from justice centers may be required for some assignments. REQUIRED KNOWLEDGE AND ABILITIES: Organizational and management practices as applied to the analysis and evaluation of programs, policies and operational needs. Advanced principles and practices of governmental budget preparation and administration, purchasing and government contract administration. Principles of supervision, training and performance management; and pertinent federal, state and local laws, codes and regulations. Provide administrative and professional leadership and direction. Analyze problems, identify solutions and formulate effective conclusions, recommendations and/or alternatives. Prepare and administer large and complex budgets. Interpret and apply federal, state and local policies, procedures, laws and regulations.

Additional Information

APPLICATION PROCESS All applicants are required to submit a completed online application and supplemental questionnaire. . SELECTION PROCESS STEP 1: Applications will be reviewed by Human Resources to identify candidates who meet the minimum qualifications and/or desirables. It is to your benefit to include all current and previous related work experience. When listing Court experience, please include dates and classification of each position held, if more than one. Only those who meet the minimum qualifications and desirables (if applicable) will proceed to the next step in the recruitment process. STEP 2: Candidates' supplemental question responses may be evaluated and ranked. Depending on the number of applications, additional assessments and/or screening interviews may be conducted. STEP 3: Those candidates who are successful in the assessment/review may be placed on the eligible list. Placement on the eligible list is not a guarantee of interview or employment. All candidates will be notified via email of their status at each step of the process. Additional steps in the selection process will include a local background check and a reference check. REASONABLE ACCOMMODATIONS Orange County Superior Court provides reasonable accommodations for applicants with disabilities, upon request. Please contact the Human Resources Department at [email protected] if you feel that you will need a reasonable accommodation for any aspect of the selection process. ELIGIBLE LIST This recruitment may be used to establish an eligible list for current and future vacancies. The eligible list may 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 GovernmentJobs.com. Please check your email spam/junk folders and accept emails ending with GovernmentJobs.com and occourts.org. If your information changes, please update your profile at E-VERIFY The Superior Court of California, County of Orange participates in the E-Verify program which confirms employment eligibility of new hires. QUESTIONS? For questions regarding this recruitment, please contact Ernest Montoya at [email protected]. . Orange County Superior Court is an Equal Opportunity Employer Follow us on social media! LinkedIn | Facebook | X

are numerous discount programs available to Court employees. These include, but are not limited to discounts on hearing aids, pet insurance, local attractions, technology products, wellness services and gym memberships. ONLINE PRIVACY BENEFIT: Employees may elect to enroll in a voluntary online privacy protection plan provided by IronWall360. This benefit helps protect employee's online privacy by searching the Internet and locating any personal information and making sure it is removed.