Principal Financial Analyst

Vallecitos Water District • San Diego, CA

15d • Onsite

About The Position

Under general supervision, conducts a variety of organizational financial projections, studies, and rate finance and rate studies and projections, including some confidential labor relations information; performs financial and rate analysis, including water & sewer rates; makes recommendations for action and assists in developing policies & procedures; performs related duties as required. This confidential, single incumbent position is characterized by the performance of complex organizational financial analysis; identification and utilization of data sources; exercising independent judgment; knowledge of relevant regulations, laws, and guidelines, and implementation thereof.

Requirements

• Ability to accurately review & analyze detailed information, forecasting complex financial situations
• Experience preparing and submitting financial regulatory reports
• Ability to identify and initiate projects within scope of responsibility
• Ability to meet deadlines without direct oversight
• Knowledge of Principles, procedures, and techniques of administrative & organizational financial analysis
• Knowledge of professional rate analysis and rate setting standards
• Knowledge of Principles and practices of statistical and historical research
• Knowledge of Principles of budget development and budgetary controls
• Knowledge of Mathematical and statistical computations
• Knowledge of Public administration principles and practices
• Knowledge of principles of cost accounting practices
• Knowledge of Principles, practices, and regulations related to work, including Federal, State, & local laws
• Knowledge of Relevant occupational health and safety regulations and guidelines
• Knowledge of safe work methods and safety practices relevant to office work
• Knowledge of Business data processing principles and computer user applications related to fiscal management
• Ability to Analyze technical, administrative, and operational problems, evaluate alternatives and reach sound conclusions
• Ability to Research and prepare clear and concise financial reports
• Ability to Communicate clearly and concisely, orally and in writing
• Ability to maintain accurate records and files
• Ability to Extract information from large databases using data mining tools such as: ODBC, SSRS, SQL Query Analyzer, MS Access, etc.
• Ability to Make accurate financial calculations and develop long-range financial strategies
• Ability to Represent the District in a variety of meetings
• Ability to Interpret and apply Federal, State, and local regulations
• Ability to Operate a computer proficiently and utilize a variety of software and database applications
• Ability to Establish and effective working relationships with those contacted during work
• A bachelor’s degree from an accredited college or university in accounting, finance, statistics, economics, business or public administration, or a closely related field
• Four years of auditing or financial analysis experience, including advising management, preferably for a public agency

Nice To Haves

• Experience performing utility rate studies and making recommendations on rates and rate structures
• Experience in public speaking, preferably to upper management, boards, or elected officials
• An active Certified Management Accountant certification, or Chartered Financial Analyst certification, is desirable

Responsibilities

• Conducts complex financial, operational, organizational, and statistical analyses, including rate studies, cost allocations, nexus studies, feasibility studies, revenue requirement analyses, and long-range financial planning; evaluates internal controls, processes, and policy and recommends improvements; monitors fiscal compliance for bond indentures, contracts, agreements, District policies, labor agreements, and applicable financial regulations; prepares and submits required financial and regulatory reports to governmental agencies and other oversight organizations
• Develops, maintains, and analyzes financial, rate, budget, and data models; assesses rate adequacy and funding requirements; performs cost-benefit analyses and capital funding evaluations; develops rate recommendations consistent with District budgets and objectives
• Analyzes data for trends, patterns, and anomalies; collects, validates, and integrates data from multiple sources; prepares reports, dashboards, charts, graphs, and other decision-support tools; develops standardized and repeatable methodologies for data collection, automation, analysis, and reporting
• Participates in the development, administration, and monitoring of the District’s operating and capital budgets; analyzes revenues and expenditures; recommends budget adjustments and funding strategies; assists with the planning and coordination of budgeting, collections, and financing activities
• Prepares and submits Board, committee, executive, regulatory, technical reports, policy documents, presentations, and other documentation; presents findings and recommendations to internal staff, Board, outside agencies, and other stakeholders; provides technical and administrative project support to the CFO/Director of Finance
• Operates copiers, office equipment, and computer software & programs required for the work
• Performs duties in a timely and professional manner and works well with others or in a team setting; establishes and maintains cooperative working relationships
• Regular attendance and adherence to prescribed work schedule to conduct job responsibilities; may be called upon to respond to emergency operations as a disaster service worker and support Emergency Operations Center activities
• Observes safe work practices and safety methods; performs other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Principal