Education Finance Specialist 1, Education Finance ...

NY HELP Yes Agency Education Department, State Title Education Finance Specialist 1, Education Finance Specialist Trainee 1 (NY HELPS) (Multiple Positions), Box State Aid EFS 1 Occupational Category No Preference Salary Grade 18 Bargaining Unit PS&T - Professional, Scientific, and Technical (PEF) Salary Range From $65001 to $82656 Annually Employment Type Full-Time Appointment Type Contingent Permanent Jurisdictional Class Competitive Class Travel Percentage 0% Workweek Mon-Fri Hours Per Week 37.5 Workday From 9 AM To 5 PM Flextime allowed? No Mandatory overtime? No Compressed workweek allowed? No Telecommuting allowed? Yes County Albany Street Address Office of the Chief Financial Officer Office of State Aid City Albany State NY Zip Code 12234 Duties Description The New York State Education Department (NYSED) is seeking candidates for multiple Education Finance Specialist 1 positions in the Office of State Aid and the Fiscal Analysis and Research Unit (FARU). These units are responsible for the calculation, payment, verification, and projection of over $31 billion in State Aid distributed annually to school districts and BOCES in support of public elementary and secondary education in New York State. Data that supports these activities is currently collected from over 700 school districts and 37 BOCES via the State Aid Management System (SAMS), a custom web-based software system. Data from other State agencies and other offices within NYSED is also collected, analyzed, and used to calculate and project State Aid. Duties of these positions may include, but are not limited to, the following:u2022 Assist in the annual update of data collection forms, automated edits, aid calculations and testing of programmed changes;u2022 Use the web-based SAMS software program to perform the annual review of school district State Aid claim submissions to ensure reasonability of data for use in aid calculations and projections, payments, and reporting;u2022 Assist in research of outliers in state aid data and calculations for the Legislature, Governor, Bureau Chief, and others when questions arise, to ensure data and aid payments and/or projections are accurate;u2022 Assist in the quarterly update of the datafiles required for State Aid Projections;u2022 Analyze data such as expenditures, revenue, and pupil counts, to identify trends, outliers and understand the impact of changes to the calculation or collection of these figures u2022 Assist in the development, implementation of guidelines and procedures, and risk-based analysis for post-edit claim verification projects;u2022 Process revisions to school districtsu2019 prior year aid claims to ensure correct aid is paid and overpayments of aid previously paid to districts are recouped; u2022 Provide technical assistance to school administrators and other agency staff based on aid formulas, payment formulas, statute and regulations; u2022 Assist in the review of enacted legislation and determine appropriate action related to aid calculations and payments; u2022 Participate in the ongoing business process re-engineering and enhancement of SAMS, including the incorporation into SAMS of remaining paper and ancillary processes; u2022 Assist in the development and implementation of training and informational material for school districts and BOCES; u2022 Prepare reports using a variety of software tools for transmission to school districts and BOCES, NYS agencies and SED offices; u2022 Assist in unit duties and special projects as needed, including but not limited to using various databases to review and extract data and correct errors. Minimum Qualifications MINIMUM QUALIFICATIONS: NY HELPS This title is part of the New York Hiring for Emergency Limited Placement Statewide Program (NY HELPS).For the duration of the NY HELPS Program, this title may be filled via a non-competitive appointment, which means no examination is required but all candidates must meet the minimum qualifications of the title for which they apply. At a future date (within one year of permanent appointment), it is expected employees hired under NY HELPS will have their non-competitive employment status converted to competitive status, without having to compete in an examination. Employees will then be afforded with all of the same rights and privileges of competitive class employees of New York State. While serving permanently in a NY HELPS title, employees may take part in any promotion examination for which they are qualified.NON-COMPETITIVE MINIMUM QUALIFICATIONS: To be considered for appointment through NY HELPS, or 55 b/c, candidates must meet the open-competitive minimum qualifications for this position. The qualifications are:u2022 Appointment to Education Finance Specialist Trainee 1: Candidates must have a bachelor's degree or higher. u2022 Appointment to Education Finance Specialist Trainee 2: Candidates must have a bachelor's degree or higher AND one year of professional work experience in an educational agency or facility regulated under federal or New York State education laws, rules, or regulations performing one or more of the following activities: calculating financial support, reviewing criteria and authorizing payments, auditing/reviewing fiscal transaction.u2022 Appointment to Education Finance Specialist 1: Candidates must have a bachelor's degree or higher AND two years of professional work experience in an educational agency or facility regulated under federal or New York State education laws, rules, or regulations performing one or more of the following activities: calculating financial support, reviewing criteria and authorizing payments, auditing/reviewing fiscal transaction.Substitution u2013 A Juris Doctor, masteru2019s or higher degree in a related field can substitute for one year of specialized experience. All candidates that have taken and passed the most recent Professional Career Opportunities (PCO) exam are encouraged to PETITIVE MINIMUM QUALIFICATIONS:Reassignment: Candidates must have one year of permanent competitive or 55b/c service as an Education Finance Specialist 1.Eligible List Appointment: Candidates who are reachable on the New York State Education Departmentu2019s Public Administration Trainee Transition (PATT) eligible list or the Professional Career Opportunities (PCO) or the Professional Career Opportunities (PCO) Select Titles eligible list may be considered for appointment. If you are on the Civil Service eligible list for this title, you may receive a canvass letter. You must complete and return it as instructed on the letter. For a description of the minimum qualifications that candidates must possess to be appointed from the PCO Select Education Finance Specialist 1 eligible list, please visit Section 70.1 Transfer to Education Finance Specialist 1: Candidates must have one year of permanent competitive or 55b/c service in a title SG-16 or above deemed eligible for transfer under Section 70.1 of the Civil Service Law. Section 70.1 Transfer to Education Finance Specialist Trainee 1: Candidates must have one year of permanent competitive or 55b/c service in a title SG-11 or above deemed eligible for transfer under Section 70.1 of the Civil Service Law. Section 70.4 Transfer to Education Finance Specialist Trainee 1: Candidates may be eligible for nomination for transfer under Section 70.4 of the Civil Service Law to Education Finance Specialist Trainee 1 if they are a current NYS employee with one year of permanent competitive or 55b/c service in a title SG-11 or higher AND have standing on the Professional Career Opportunities (PCO) eligible list or the Public Administration Traineeship Transition (PATT) eligible list AND possess a Bacheloru2019s degree.Section 70.4 Transfer to Education Finance Specialist 1: Candidates may be eligible for nomination for transfer under Section 70.4 of the Civil Service Law to Education Finance Specialist 1 if they are a current NYS employee with one year of permanent competitive or 55b/c service in a title SG-16 or higher AND have standing on the Professional Career Opportunities (PCO) eligible list or the Public Administration Traineeship Transition (PATT) eligible list AND possess a Bacheloru2019s degree.Section 52.6 Transfer: Candidates must have one year of permanent competitive or 55b/c service in a title allocated SG-16 or higher eligible to transfer under Section 52.6 of the Civil Service Law. For information regarding the transfer options of your current title, please visit the Civil Service Career Mobility Office Website. Appointment Education Finance Specialist 1: These positions are eligible for 55b/c designation and are subject to verification of applicant eligibility. Candidates must possess a current 55b/c eligibility letter and the following minimum qualifications:u2022 A bacheloru2019s degree or higher AND two years of professional work experience in an educational agency or facility regulated under federal or New York State education laws, rules, or regulations performing one or more of the following activities: calculating financial support, reviewing criteria and authorizing payments, auditing/reviewing fiscal transaction.55b/c Appointment Education Finance Specialist Trainee 1: These positions are eligible for 55b/c designation and are subject to verification of applicant eligibility. Candidates must possess a current 55b/c eligibility letter and the following minimum qualifications:u2022 A bacheloru2019s degree or higher Additional Comments CONDITIONS OF EMPLOYMENT: These will be a contingent-permanent competitive appointments or a contingent- permanent non-competitive appointments. For a 55b/c appointment, candidates must possess the minimum qualifications, a current 55b/c eligibility letter and is subject to verification of applicant eligibility. Promotions and transfers may change appointeesu2019 negotiating unit. Candidates should be aware that changes in negotiating units may affect their salary, insurance, and other benefits. Verification of education will be required at the time of interview for all candidates. This position allows for the opportunity to telecommute up to 30% each bi-weekly pay period and is granted at the discretion of the supervisor and the appointing office.This position may be filled as traineeship. The starting salaries for these positions are outlined below. For current New York State employees, salary is based on the candidateu2019s salary at the time of hire. Candidates appointed at the trainee level will be required to successfully complete the traineeship to advance to the full performance level title and salary.u2022 $49,363 (Trainee 1- NS equated to SG-13)u2022 $52,198 (Trainee 2- NS equated to SG-14)u2022 $65,001(Full Performance level SG-18)Effective November 7, 2024, current trainees and those appointed thereafter, will receive the following starting salaries:u2022 $52,198 (Trainee 1- NS equated to SG-14)u2022 $58,247 (Trainee 2- NS equated to SG-16)u2022 $65,001 (Full Performance level SG-18)This position leads to a maximum salary of $82,656 based on annual performance advances and traineeship advances. APPLICATION: Recruitment will continue until the positions are filled. Qualified candidates should send a resume and letter of interest to (email submissions are preferred). Your resume must clearly indicate how you meet the minimum qualifications for this position. You must include the job title (State AID EFS 1) of the position in the subject line of your email and cover letter to ensure receipt of your application. Links to application materials will not be accepted (i.e., Google Docs). Your social security number may be required to confirm your eligibility.New York State Education Department (NYSED) is an equal opportunity/affirmative action employer. NYS Human Rights Law prohibits discrimination because of age, race, creed, color, national origin, sexual orientation, military status, sex, disability, predisposing genetic characteristics, marital status, domestic violence victim status, gender identity, prior conviction records, prior arrests, youthful offender adjudications, or sealed records. Interested in a job with New York State, but donu2019t know where to start? Visit these links for information on working for New York State: u2022 u2022 benefits of working for New York State, including, but not limited to, the following:Holiday & Paid Time Offu2022 Thirteen (13) paid holidays annually.u2022 Thirteen (13) days of paid vacation leave in year one, increasing to 20+ days with additional years of service. u2022 Five (5) days of paid personal leave annually.u2022 Thirteen (13) days of paid sick leave annually for PEF/CSEA and eight (8) days paid sick leave annually for M/C. u2022 Annual professional leave and educational leave opportunities for eligible staff.Health Care Benefitsu2022 Eligible employees and dependents can choose from a variety of affordable and generous health insurance programs.u2022 Family dental and vision benefits at no additional cost.Additional Benefitsu2022 Enrollment in the New York State pension system which has earned the distinction of being one of the best-managed and best-funded plans in the nation OR Optional Retirement Defined Contribution Plan with 8% salary match (eligibility requirements apply).u2022 NYS Deferred Compensation and an exclusive 403(b) Optional Retirement Savings Plan.u2022 Paid Parental Leave for all employees and Paid Family Leave (M/C Only). u2022 Public Service Loan Forgiveness (PSLF).u2022 Eligibility for various life insurance options. Some positions may require additional credentials or a background check to verify your identity. Name Office of Human Resources Management Telephone (518) 474-5215 Fax (518) 486-5631 Email Address Address Street NYS Education Department 89 Washington Avenue, OHRM Room 528EB City Albany State NY Zip Code 12234 Notes on Applying APPLICATION: Recruitment will continue until the positions are filled. Qualified candidates should send a resume and letter of interest to (email submissions are preferred). Your resume must clearly indicate how you meet the minimum qualifications for this position. You must include the job title (State AID EFS 1) of the position in the subject line of your email and cover letter to ensure receipt of your application. Links to application materials will not be accepted (i.e., Google Docs). Your social security number may be required to confirm your eligibility.

Created: 2025-09-10