Rev. 12/2023
CITY OF SANTA CLARA, CALIFORNIA
CLASS SPECIFICATION
TITLE: MANAGEMENT ANLAYST (JOB CODE 008)
DEPARTMENT ACCOUNTABLE TO FLSA STATUS
Various Various Exempt
CLASS SUMMARY
This is a professional staff position in the unclassified service responsible for assembling, analyzing and interpreting data and preparing correspondence and reports with recommendations to management on varied, difficult and complex issues with a certain level of expertise in the assigned area. Incumbents in this position will have considerable independence in making judgment related to their assignments and must handle situations with great sensitivity, tact and diplomacy. May supervise or act as lead worker to staff involved in management activities.
DISTINGUISHING CHARACTERISTICS
The Management Analyst classification is the first-level classification into the management series.
This position manages a function and/or program area in a major Department or Division. A Management Analyst may act as an independent contributor or subject matter expert in an assigned specialty. Incumbents work under general direction, and with considerable independence, requiring discretion, sensitivity, tact, and sound judgment in the course of work. Assignments are given with general instruction and incumbents are responsible for establishing objectives, timelines, and methods to complete assignments. This classification differs from the lower -level non-management Staff Analyst classification in that the latter performs entry level analysis duties.
This classification is distinguished from the higher-level classification of Senior Management Analyst, in that that latter is the advanced journey level classification responsible for performing the most complex assignments , may manage multiple functions or program areas, and may supervise subordinate management staff.
As a member of the City’s unclassified service, this is an “at -will” position and the incumbent serves at the discretion of the City Manager or City Attorney. An incumbent in this position demonstrates strong ethical, professional, and service-oriented leadership and interpersonal skills, sets a good example, and correctly applies the tenets of the City’s Code of Ethics and Values.
MINIMUM QUALIFICATIONS
EDUCATION AND EXPERIENCE
• Graduation from an accredited college or university with a bachelor’s degree in Public Administration, Business Administration or closely related field; AND • One (1) year of experience performing analytical work
ACCEPTABLE SUBSTITUTION
None.
LICENSES/CERTIFICATIONS
Possession of an appropriate, valid California Class C driver’s license is required at time of appointment and for duration of employment.
MANAGEMENT ANALYST (008)
DESIRABLE QUALIFICATIONS
A Master’s degree in Public or Business Administration or closely related field is desirable.
OTHER REQUIREMENTS
Must be able to perform all of the essential functions of the job assignment.
TYPICAL DUTIES
This description may not include all the duties listed below, nor do the examples cover all duties that may be performed. Specific job duties of this position may vary widely depending on the departmental location of the position.
Under general direction, the incumbent will:
• Perform management and operation reviews of organizations, both public, private and non-profit, departments, programs, functions, and systems; • Review and analyze policies and procedures to determine efficiency and effectiveness, both financially and operationally;
• Collaboratively work with representatives of other departments or organizations in conducting studies and be able to apply comparative and best practices data to benchmark activities;
• Conduct statistical analyses and apply information technology applications, spreadsheets and databases, to analyze and evaluate data;
• Propose reasonable conclusions, effective solutions and potential options; • Recommend modifications to existing policy, procedures and/or processes; • Write complete, concise reports designed to effect improvements and/or implement solutions;
• Present report contents and provides constructive feedback to departments, organizations, functions impacted by the report;
• Investigate, research and respond to assigned complaints, issues or concerns raised by the public or employees, and propose responses and/or resolutions for review and acceptance by City Manager or senior management;
• Perform monitoring, review and analysis of procedures, plans, processes, guidelines, and instructions to ensure compliance with departmental policies; • Establish, coordinate and monitor the administration of and follow-up on training opportunities, both in-house and external, contractor agreements and equipment and real property leases;
• Serve as staff liaison, as assigned, to City Commissions and/or committees; • Maintain, as directed, relations with governmental jurisdictions, organizations, associations and other external groups, making personal appearances as necessary; • Coordinate the review and analysis of State and Federal legislation; • Assist in the preparation, submittal and administration of the annual department budget; • Organize, coordinate and supervise, as assigned, special City wide events and the City wide volunteer program;
• Supervise or act as lead employee to staff involved in any of the assignments; and • Perform other work as assigned.
MANAGEMENT ANALYST (008)
KNOWLEDGE, SKILLS, & ABILITIES
Knowledge of:
• Area of assignment;
• Major principles, practices, methods and techniques of administration relating to at least one of the following: general management, budgeting, human resources, or financial; • Principles and techniques of narrative report writing; • Analysis of statistical data;
• Project and workload planning; and
• Environmental and office safety practices, procedures and standards, e.g. OSHA, Federal, State and local rules and regulations.
Ability to:
• Organize, analyze and evaluate tangible and intangible data soundly and impersonally; • Make recommendations on difficult issues;
• Conduct independent, original research based on sound analysis and leading to appropriate recommendations to resolve specific issues, complaints or problems involving individuals or organizational units;
• Present statistical and narrative reports or correspondence including recommendations clearly, concisely, logically, accurately and convincingly in oral and written form; • Speak effectively before groups;
• Establish and maintain tactful and constructive relationships by collaborating with City employees including elected and senior officials and managers, the general public, and other governmental representatives;
• Work effectively and coordinate multiple projects and complex tasks simultaneously in time-sensitive situations and meet deadlines;
• Understand, interpret, and apply rules, standards, or procedures and persuade others to accept or adopt recommendations;
• Formulate reasonable and effective conclusions;
• Conduct thorough investigations, determine methodologies and obtain basic data necessary to evaluate solutions to complex problems and issues with multiple variables; • Train, supervise, or evaluate assigned staff and their work; and • Walk or stand for extended periods of time and bend, stoop, crawl, climb, and lift as necessary to perform assigned duties.
SUPERVISION RECEIVED
Works under the supervision of the City Manager, Assistant City Manager, department head or other assigned manager.
SUPERVISION EXERCISED
May supervise staff or act as lead supervisor to those assigned to a task, program or project.
MANAGEMENT ANALYST (008)
CONFLICT OF INTEREST
If applicable add: Incumbents in this position are required to file a Conflict of Interest statement upon assuming office, annually, and upon leaving office, in accordance with City Manager’s Directive 100.
CLASSIFICATION HISTORY
Est. 05/2002, Rev. 02/2014; Rev. 12/2023
Rev. 12/2023
CITY OF SANTA CLARA, CALIFORNIA
CLASS SPECIFICATION
TITLE: MANAGEMENT ANLAYST (JOB CODE 008)
DEPARTMENT ACCOUNTABLE TO FLSA STATUS
Various Various Exempt
Description CLASS SUMMARY
This is a professional staff position in the unclassified service responsible for assembling, analyzing and interpreting data and preparing correspondence and reports with recommendations to management on varied, difficult and complex issues with a certain level of expertise in the assigned area. Incumbents in this position will have considerable independence in making judgment related to their assignments and must handle situations with great sensitivity, tact and diplomacy. May supervise or act as lead worker to staff involved in management activities.
DISTINGUISHING CHARACTERISTICS
The Management Analyst classification is the first-level classification into the management series.
This position manages a function and/or program area in a major D epartment or Division. A Management Analyst may act as an independent contributor or subject matter expert in an assigned specialty. Incumbents work under general direction , and with considerable independence, requiring discretion, sensitivity, tact, and sound judgment in the course of work. Assignments are given with general instruction and incumbents are responsible for establishing objectives, timelines, and methods to comp lete assignments. This classification differs from the lower -level non-management Staff Analyst classification in that the latter performs entry level analysis duties.
This classification is distinguished from the higher-level classification of Senior Management Analyst, in that that latter is the advanced journey level classification responsible for performing the most complex assignments , may manage multiple functions or program areas, and may supervise subordinate management staff.
As a member of the City’s unclassified service, this is an “at -will” position and the incumbent serves at the discretion of the City Manager or City Attorney. An incumbent in this position demonstrates strong ethical, professional, and service-oriented leadership and interpersonal skills, sets a good example, and correctly applies the tenets of the City’s Code of Ethics and Values.
MINIMUM QUALIFICATIONS
EDUCATION AND EXPERIENCE
• Graduation from an accredited college or university with a bachelor’s degree in Public Administration, Business Administration or closely related field; andAND • One (1) year of experience performing analytical work experience. responsible professional journey-level experience in public administration which may include systems and procedures, budget, fiscal program and project coordination, or human resources programs .
ACCEPTABLE SUBSTITUTION
None.
MANAGEMENT ANALYST (008)
LICENSES/CERTIFICATIONS
Possession of an appropriate, valid California Class C driver’s license is required at time of appointment and for duration of employment.
DESIRABLE QUALIFICATIONS
A Master’s degree in Public or Business Administration or closely related field is desirable.
OTHER REQUIREMENTS
Must be able to perform all of the essential functions of the job assignment.
TYPICAL DUTIES
This description may not include all the duties listed below, nor do the examples cover all duties that may be performed. Specific job duties of this position may vary widely depending on the departmental location of the position.
Duties may include, but are not limited to the following.
With Under general direction, the incumbent will::
• Perform management and operation reviews of organizations, both public, private and non-profit, departments, programs, functions, and systems; • Review and analyze policies and procedures to determine efficiency and effectiveness, both financially and operationally;
• Collaboratively work with representatives of other departments or organizations in conducting studies and be able to apply comparative and best practices data to benchmark activities;
• Conduct statistical analyses and apply information technology applications, spreadsheets and databases, to analyze and evaluate data;
• Propose reasonable conclusions, effective solutions and potential options; • Recommend modifications to existing policy, procedures and/or processes; • Write complete, concise reports designed to effect improvements and/or implement solutions;
• Present report contents and provides constructive feedback to departments, organizations, functions impacted by the report;
• Investigate, research and respond to assigned complaints, issues or concerns raised by the public or employees, and propose responses and/or resolutions for review and acceptance by City Manager or senior management;
• Perform monitoring, review and analysis of procedures, plans, processes, guidelines, and instructions to ensure compliance with departmental policies; • Establish, coordinate and monitor the administration of and follow-up on training opportunities, both in-house and external, contractor agreements and equipment and real property leases;
• Serve as staff liaison, as assigned, to City Commissions and/or committees; • Maintain, as directed, relations with governmental jurisdictions, organizations, associations and other external groups, making personal appearances as necessary; • Coordinate the review and analysis of State and Federal legislation; MANAGEMENT ANALYST (008)
• Assist in the preparation, submittal and administration of the annual department budget; • Organize, coordinate and supervise, as assigned, special City wide events and the City wide volunteer program;
• Supervise or act as lead employee to staff involved in any of the assignments; and • Perform other work as assigned.
KNOWLEDGE, SKILLS, & ABILITIES
Knowledge of:
• Area of assignment;
• Major principles, practices, methods and techniques of administration relating to at least one of the following: general management, budgeting, human resources, or financial; • Principles and techniques of narrative report writing; • Analysis of statistical data;
• Project and workload planning; and
• Environmental and office safety practices, procedures and standards, e.g. OSHA, Federal, State and local rules and regulations.
Ability to:
• Organize, analyze and evaluate tangible and intangible data soundly and impersonally; • Make recommendations on difficult issues;
• Conduct independent, original research based on sound analysis and leading to appropriate recommendations to resolve specific issues, complaints or problems involving individuals or organizational units;
• Present statistical and narrative reports or correspondence including recommendations clearly, concisely, logically, accurately and convincingly in oral and written form; • Speak effectively before groups;
• Establish and maintain tactful and constructive relationships by collaborating with City employees including elected and senior officials and managers, the general public, and other governmental representatives;
• Work effectively and coordinate multiple projects and complex tasks simultaneously in time-sensitive situations and meet deadlines;
• Understand, interpret, and apply rules, standards, or procedures and persuade others to accept or adopt recommendations;
• Formulate reasonable and effective conclusions;
• Conduct thorough investigations, determine methodologies and obtain basic data necessary to evaluate solutions to complex problems and issues with multiple variables; • Train, supervise, or evaluate assigned staff and their work; and • Walk or stand for extended periods of time and bend, stoop, crawl, climb, and lift as necessary to perform assigned duties.
SUPERVISION RECEIVED
Works under the supervision of the City Manager, Assistant City Manager, department head or other assigned manager.
MANAGEMENT ANALYST (008)
SUPERVISION EXERCISED
May supervise staff or act as lead supervisor to those assigned to a task, program or project.
CONFLICT OF INTEREST
If applicable add: Incumbents in this position are required to file a Conflict of Interest statement upon assuming office, annually, and upon leaving office, in accordance with City Manager’s Directive 100.
CLASSIFICATION HISTORY
Est. 05/2002, Rev. 02/2014; Rev. 12/2023