Job Description

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.

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.

Position may be extended up to 24 months or become permanent.

Additional positions may become available (RPA 2526-01442). 

Please complete this optional survey letting us know how you heard about this position by .

You will find additional information about the job in the .

Working Conditions

• This position is eligible for limited remote working within California based on departmental guidelines and operational need. FTB has a minimum in-office requirement of two days per week for all positions including those that are eligible for telework. This is subject to change.

• This position is not eligible for visa sponsorship. Applicants must be authorized to work in the US without the need for a visa sponsorship, now or in the future.

Special Requirements

• The position(s) require(s) a Background Investigation be cleared prior to being hired.

This business uses E-Verify in its hiring practices to achieve a lawful workforce. E-Verify is a web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States. For more information about E-Verify, please go to .

CALIFORNIA CODE OF REGULATIONS, TITLE 2, SECTION 172: All candidates for, appointees to, and employees in the state civil service shall possess the general qualifications of integrity, honesty, sobriety, dependability, industry, thoroughness, accuracy, good judgment, initiative, resourcefulness, courtesy, ability to work cooperatively with others, willingness and ability to assume the responsibilities and to conform to the conditions of work characteristic of the employment, and a state of health, consistent with the ability to perform the assigned duties of the class. Where the position requires the driving of an automobile, the employee must have a valid state driver's license, a good driving record and is expected to drive the car safely. The foregoing general qualifications shall be deemed to be a part of the personal characteristics of the minimum qualifications of each class specification and need not be specifically set forth therein.

**IMPORTANT NOTICE** As required by the department's rules of conduct, all employees of the Franchise Tax Board (FTB) must be in compliance with the California Revenue and Taxation Code. During the background investigation portion of the hiring process, FTB will review return information to verify California state income tax compliance.  Any failure to comply with the California Revenue and Taxation Code may prevent you from being hired at FTB. You must verify your filing status by calling 1-800-852-5711 to resolve any potential tax compliance issues, prior to submitting your application and seeking employment with FTB. All applicants not currently employed with the Franchise Tax Board will be subject to a pre-employment background investigation. The investigation will consist of completion of a pre-employment questionnaire, fingerprinting, and an inquiry to the Department of Justice to disclose criminal records. We comply with the Americans with Disabilities Act. Persons with hearing or speech impairments, call TTY/TDD (800) 735-2929.

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). The application should also clearly demonstrate the candidate’s ability to meet the Desirable Qualifications identified in this job advertisement. The Classification Specification is located on this Job Announcement Posting under "Minimum Requirements”.

• 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

Benefits

Benefit information can be found on the CalHR website and the CalPERS website.

In addition, Franchise Tax Board offers the following:

• Convenient transportation and commuting options include : Light Rail stop, bicycle lockers, free parking, and carpool/vanpool opportunities

ADDITIONAL APPLICATION INSTRUCTIONS

A complete application package must be received in the Classification & Hiring Unit or postmarked by the final filing date and must include:

• Completed employment information on the STD. 678, including the “From” and “To” dates, “Hours Per Week,” and “Duties Performed" fields for all jobs listed in the “Employment History” fields (resumes do not take the place of these fields on the STD. 678)
• All of the required documents listed in the “Required Application Package Documents” section 
• The position number and job control number in the job title line of the STD. 678, if submitting a paper application package (these numbers will auto-populate in the job title line of the STD. 678 if submitting an electronic application through your CalCareer Account)
• A signature, if submitting a paper application package

Candidates who do not follow all of the listed application instructions may be eliminated from the selection process. All submitted information will be screened and the most qualified candidates will be invited to an interview.

Electronic applications submitted through your CalCareer Account are highly recommended. If you are unable to apply electronically through your CalCareer account, please mail a completed and signed STD. 678 and application package to the mailing address provided above in the “Application Instructions” section.

Do not include full Social Security Number, method of eligibility, and LEAP information in your application package.

Required Application Package Documents

The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:

• Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.
• Resume is required and must be included.
• Other - A cover letter is required and must be included
• Other - REQUIRED: If you are basing your eligibility on educational requirements, you MUST provide a legible copy of your transcripts as proof of meeting the education requirement as listed in the Classification Specification (please see the Class Specification located under “Minimum Requirements” on the left-hand side of this job posting). Applicants with foreign transcripts must provide a foreign transcript evaluation that indicates the number of units to which the foreign course work is equivalent. Transcripts may be official or unofficial; please redact birthdates and social security numbers. If you are not basing your eligibility on an educational requirement, you may instead use the bypass option (when applying, select Choose/Upload for the required document and then select Bypass File).
• Supplemental Application -

  In order to be considered for this position, interested candidates must submit a supplemental application. Your response must be no more than two type-written pages in length, using 12-point font, 1-inch standard margins and include your first and last name in the upper right-hand corner of the page. Respond to the following supplemental statement(s):

  Describe a time when you had to analyze complex information and present the results of your analysis.
  1. What was the situation?
  2. What tools and/or resources did you use for your analysis and presentation?
  3. What was the steps you took to arrive at your results and the outcome of your analysis?
  4. Who was the audience you presented the outcome to?

Job Tags

Permanent employment, Full time, Second job, Work at office, Remote work, Flexible hours, 2 days per week

Similar Jobs