Review Vacancy
AgencyEducation Department, State
TitleEducation Finance Specialist 1, Education Finance Specialist Trainee 1 (NY HELPS) (Multiple Positions), Box State Aid EFS 1
Occupational CategoryNo Preference
Bargaining UnitPS&T - Professional, Scientific, and Technical (PEF)
Salary RangeFrom $65001 to $82656 Annually
Appointment Type Contingent Permanent
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:
• Appointment to Education Finance Specialist Trainee 1: Candidates must have a bachelor's degree or higher.
• 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.*
• 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 – A Juris Doctor, master’s 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 apply.
COMPETITIVE 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 Department’s 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 https://www.cs.ny.gov/pco/pco-title-details/title-info.cfm?jobcode=0213100.
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 Bachelor’s 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 Bachelor’s 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. https://careermobilityoffice.cs.ny.gov/cmo/gotit/title-search/index.cfm.
55b/c 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:
• 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.
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:
• A bachelor’s degree or higher
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:
• Assist in the annual update of data collection forms, automated edits, aid calculations and testing of programmed changes;
• 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;
• 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;
• Assist in the quarterly update of the datafiles required for State Aid Projections;
• 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
• Assist in the development, implementation of guidelines and procedures, and risk-based analysis for post-edit claim verification projects;
• Process revisions to school districts’ prior year aid claims to ensure correct aid is paid and overpayments of aid previously paid to districts are recouped;
• Provide technical assistance to school administrators and other agency staff based on aid formulas, payment formulas, statute and regulations;
• Assist in the review of enacted legislation and determine appropriate action related to aid calculations and payments;
• Participate in the ongoing business process re-engineering and enhancement of SAMS, including the incorporation into SAMS of remaining paper and ancillary processes;
• Assist in the development and implementation of training and informational material for school districts and BOCES;
• Prepare reports using a variety of software tools for transmission to school districts and BOCES, NYS agencies and SED offices;
• 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.
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 appointees’ 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 candidate’s 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.
• $49,363 (Trainee 1- NS equated to SG-13)
• $52,198 (Trainee 2- NS equated to SG-14)
• $65,001(Full Performance level SG-18)
Effective November 7, 2024, current trainees and those appointed thereafter, will receive the following starting salaries:
• $52,198 (Trainee 1- NS equated to SG-14)
• $58,247 (Trainee 2- NS equated to SG-16)
• $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 omsjobs@nysed.gov (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 don’t know where to start?
Visit these links for information on working for New York State:
• https://www.cs.ny.gov/jobseeker/
• https://www.cs.ny.gov/pio/publications/gettingajob.pdf
Generous benefits of working for New York State, including, but not limited to, the following:
Holiday & Paid Time Off
• Thirteen (13) paid holidays annually.
• Thirteen (13) days of paid vacation leave in year one, increasing to 20+ days with additional years of service.
• Five (5) days of paid personal leave annually.
• Thirteen (13) days of paid sick leave annually for PEF/CSEA and eight (8) days paid sick leave annually for M/C.
• Annual professional leave and educational leave opportunities for eligible staff.
Health Care Benefits
• Eligible employees and dependents can choose from a variety of affordable and generous health insurance programs.
• Family dental and vision benefits at no additional cost.
Additional Benefits
• 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).
• NYS Deferred Compensation and an exclusive 403(b) Optional Retirement Savings Plan.
• Paid Parental Leave for all employees and Paid Family Leave (M/C Only).
• Public Service Loan Forgiveness (PSLF).
• 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
Email Address omsjobs@nysed.gov
Address
Street NYS Education Department
89 Washington Avenue, OHRM Room 528EB
Notes on ApplyingAPPLICATION: Recruitment will continue until the positions are filled. Qualified candidates should send a resume and letter of interest to omsjobs@nysed.gov (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.