MANAGEMENT ANALYST 4

Description

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 program’s 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 Program’s budget and tracks spending.  Review and verify financial reports for accuracy. 
• Maintain the Program’s public-facing materials such as the FAQ to ensure accuracy, plain language, and clarity in collaboration with the Program’s 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 self-starter.

• 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 work-life balance.
• Commitment to diversity, equity, and inclusion where every person is recognized and valued.
• Professional development and continuing education opportunities, including DFI’s in-house 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 Department's 200-plus 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 Washington's consumers and businesses alike. DFI is self-supporting, in that none of its operating revenues come from the state's 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.gov.

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 on Careers.wa.gov. 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)

*A professional reference is someone who has been paid to supervise your work and can attest to your work performance, technical skills, and job competencies. If you do not have sufficient professional references, please include non-professional references, such as educators or other professional associates.
 
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 applicant’s 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 applicant's suitability and competence to perform in the position.
 
Contact Information:
Tom Grant/360-725-7817 
[email protected]