Management Analyst 4
Management Analyst 4
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Job Description
Description
- Providing Regulatory Oversight for Our States Financial Service Providers
At the Department of Financial Institutions (DFI) we protect consumers and advance the financial health of Washington State by providing fair regulation of financial services and educating consumers to make informed financial decisions.The Washington Saves program aims to enhance financial security and promote retirement savings among Washington residents by providing a simple accessible and portable savings solution for workers.
The Management Analyst for Washington Saves (WA Saves) serves as a critical partner to the Program Manager in developing implementing and managing the new statewide retirement savings program. This position provides project management regulatory coordination risk monitoring and administrative support to ensure the programs success. The incumbent will act as a key advisor and assist in strategic planning business plan oversight project management and internal administrative operations. Duties
Some of What You Will Do: - Perform analysis research complex administrative duties as assigned or delegated gather and prepare information for the WA Saves Program Manager and Board.
- Coordinate WA Saves Board logistics including dispersal of Board meetings and Board member briefings prepare Board meeting agendas and meeting materials assist with preparation of meeting minutes and record decisions made by the Board.
- Monitor key initiatives and ensure timelines deliverables and milestones are on track for timely completion.
- Report out and provide recommendations based on analysis research and best practices to the Program Manager and Board. Facilitate strategic planning sessions gathering input from stakeholders and staff.
- Manage program administrative functions including records management procurement logistics and scheduling of meetings project tracking and day to day office operations.
- Oversee compliance with State Administrative & Accounting Manual (SAAM) and other relevant policies related to expenditures travel contracting budget and accounting. Engage with other DFI partners on compliance in these areas.
- Coordinate travel arrangement and prepare travel authorizations for WA Saves program staff and Board.
- Record and reconcile the Programs budget and tracks spending. Review and verify financial reports for accuracy.
- Maintain the Programs publicfacing materials such as the FAQ to ensure accuracy plain language and clarity in collaboration with the Programs Communications Consultants and the DFI Communications Team.
- Ensure that internal policies and procedures are documented and regularly updated.
- Review and monitor identified risks and report updates of changes to the WA Saves Program Manager and the Board.
- Provide administrative support to the Program Manager including calendar management scheduling of meetings attendance and note taking at meetings on behalf of the Program Manager review and preparation of correspondence preparing reports and other duties as assigned or delegated.
Qualifications
Preferred/Desired Qualifications:
Advanced research and analytical skills.
Detail oriented with proficient editing and proofreading skills.
Advanced experience in project management.
Contracting and procurement experience.
Strong communication skills: verbal written and active listening.
Experience with and working understanding of the SAAM RCW WAC policies etc.
Experience with financial services retirement programs etc.
Strong collaborative skills and ability to work within diverse teams of internal and external stakeholders.
Highly motivated and a selfstarter.
Experience in developing new programs procedures rules work process/functions etc.
A strong passion for creating and fostering financial inclusion and economic justice (Equity competency).
Supplemental Information
Benefits of working for DFI include:
- Medical dental retirement and generous paid vacation sick leave and holidays.
- Telecommuting up to three days per week and flexible work hours.
- Healthy worklife balance.
- Commitment to diversity equity and inclusion where every person is recognized and valued.
- Professional development and continuing education opportunities including DFIs inhouse CLE program and other training that ensures employees are successful.
- You may be eligible for Public Service Loan Forgiveness.
About Our Agency:
The Washington State Department of Financial Institutions (DFI) mission is to protect consumers and advance the financial health of Washington State by providing fair regulation of financial services and educating consumers to make informed financial decisions. Collectively and independently the Departments 200plus employees within its 5 divisions Administration Banks Consumer Services Credit Unions and Securities work together to create a stronger economic future and secure financial environment for Washingtons consumers and businesses alike. DFI is selfsupporting in that none of its operating revenues come from the states general tax funds. Its operating revenues are paid by the organizations and individuals it regulates. To learn more about the Department of Financial Institutions please visit our website at www.dfi.wa.The DFI values diverse perspectives and life experiences. We employ and serve diverse people of all backgrounds including people of color women LGBTQ people with disabilities and veterans. This culture of respect promotes a professional and inclusive environment where maximizing potential through opportunity is achievable by everyone.
Official Work Station:
The DFI employs a hybrid work schedule of office and telework; your specific work schedule will be determined by your supervisor. Your official work station will be the Tumwater headquarters office.Application Process:
Applications for this recruitment will be accepted electronically onCareers.wa. Submitting your application materials electronically will act as confirmation that the information submitted is complete and accurate to the best of your knowledge. Failure to provide all required application materials may result in disqualification.
Interested applicants should select the Apply button and attach the following materials to their application:- Cover Letter
- Resume
- Three professional references* (provide contact name phone number email address company name and job title)
Note: Application review may begin immediately. DFI reserves the right and may exercise the option to close this recruitment and make a hiring decision at any time.It may be to the applicants advantage to submit application materials as soon as possible.
Background Investigation:
Prior to a new hire a background check including credit history and criminal record history will be conducted. Information from the background check will not necessarily preclude employment but will be considered in determining the applicants suitability and competence to perform in the position.
Contact Information:
Tom Grant/
Required Experience:
IC
Employment Type
Full-Time
