Yorba Linda Water District is looking for a Budget Analyst for our Finance Department!
This recruitment will remain open until filled. First review of applications will be December 4, 2024 but may close at any time. Applicants are encouraged to apply immediately.
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About Yorba Linda Water DistrictYorba Linda Water District (YLWD) is a public agency that is classified as a special district, totally independent of all city and county governments. YLWD provides water service to all residents and businesses within its service area which include most of Yorba Linda and portions of Placentia, Brea, Anaheim and areas of unincorporated Orange County. YLWD is governed by a locally elected Board of Directors. YLWD is dedicated to providing reliable water and sewer services to protect public health and the environment with financial integrity and superior customer service.
DEFINITION
Under general direction, performs a full range of varied, confidential, professional, and complex technical, analytical and administrative duties of assigned department and/or division; develops, summarizes and maintains administrative and fiscal records; manages programs, special projects and studies, and performs related administrative support functions; fosters cooperative working relationships among District departments; performs related work as required.
SUPERVISION RECEIVED AND EXERCISED
Receives general supervision from the Finance Manager. No direct supervision of staff is exercised. May provide direction to technical, operational or office support staff, and/or consultants on a project basis.
CLASS CHARACTERISTICS
Incumbents are responsible for a variety of financial, statistical and management analyses that support financial and budgeting functions and projects that are broad in scope that may require significant decision making, and assist the Finance Manager to accomplish District goals and objectives.
The duties listed below are illustrative only and are not meant to be a complete and exhaustive listing of all of the duties and responsibilities of this classification. Management reserves the rights to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job.- Collects, compiles, and analyzes information from various sources on a variety of specialized topics related to programs administered by the position or by management staff including complex financial, budget, or administrative issues or questions; prepares comprehensive technical records and reports to present and interpret data, identifies alternatives, and makes and justifies recommendations.
- Creates reports for departments using financial reporting software or specialized report writers; provides complex technical assistance, training and staff support including addressing inquiries and resolving problems related to the financial reporting software or report writers.
- Conducts a variety of analytical and operational studies regarding departmental and programmatic activities; evaluates alternatives, makes recommendations and assists with the implementation of procedural, administrative and/or operational changes after approval; ensures the accuracy of ad hoc financial analyses.
- Plans, designs, develops, tracks, and organizes multiple highly complex programs; manages program budgets; receives, reviews and organizes program applications; ensures that awards stay within funding limits.
- Performs research and statistical analyses on administrative, fiscal, regulatory, and operational problems or issues.
- Assists with the budget process; provides assistance in the development and administration of assigned budget; collects and analyzes financial data; makes budget recommendations relative to assigned projects; creates data tracking and reporting systems; monitors budgeted expenditures and prepares variance analyses of budget to actual throughout the year.
- Assists with data collection for annual property assessment analyses; prepares analysis and reports for annual capital finance charges on property tax bills and generates manual bills when necessary; assists with customer communications regarding property tax bills.
- May prepare and submit Board agenda reports and various other board resolutions and ordinancesand make presentations to management and the Board of Directors.
- Assists in developing goals, objectives, policies, procedures, work standards and administrative control systems.
- Performs professional-level research, administrative, operational, financial, and analytical duties in support of assigned programs; conducts studies, research projects, and analysis by selecting, adapting, and applying appropriate analytical, research and statistical techniques.
- Assists in the development and implementation of key departmental and District projects related to the goals and functions of the department and the District as a whole.
- Assists in the preparation of requests for proposals and bids and administers consultant contracts.
- Assists in planning and organizing special projects that require coordination with and direction of contract consultants.
- Communicates orally, in writing or through graphic representations and statistical summaries with colleagues and managers.
- Coordinates and administers department-specific programs and projects.
- Prioritizes and coordinates work assignments; reviews work for accuracy; recommends improvements in workflow, procedures and use of equipment and forms.
- Performs other duties as assigned.
The level and scope of the knowledge and skills listed below are related to experience, proficiency, and complexity of work activities as specified under Class Characteristics.Knowledge of:- Project and/or program management, analytical processes and report preparation techniques.
- Municipal programs such as finance, forecasting, budgeting, and other related governmental programs.
- Principles and practices of forecasting, public agency budget development and administration and sound financial management policies and procedures.
- Organizational and management practices as applied to the analysis, evaluation, development and implementation of programs, policies and procedures.
- Basic principles and practices of a municipal utility and public administration as applied to operational unit and program administration.
- Research and reporting methods, techniques and procedures.
- Sources of information related to a broad range of municipal programs, services and administration.
- Applicable federal, state, and local laws, codes and regulations.
- Modern office practices, methods and computer equipment.
- Record keeping principles and procedures.
- Computer applications related to the work, particularly as related to sophisticated statistical analysis, modeling, data management.
- Effective communication skills.
- Techniques for effectively working with consultants and District staff, in person or by electronic communication.
- Techniques for providing a high level of customer service to public and District staff, in person or by electronic communication.
Ability to:- Effectively communicate in person, over the telephone and in writing.
- Prepare clear and effective financial, statistical, narrative, informational and educational reports, correspondence, policies, procedures and other written material.
- Make accurate arithmetic, financial and statistical computations.
- Analyze situations and identify pertinent problems/issues, collect relevant information, evaluate realistic options, and recommend appropriate course of action when necessary.
- Organize own work, set priorities, work independently on a day-to-day basis, meet critical deadlines and balance multiple objectives.
- Assist in the development of goals, objectives, policies, procedures and work standards for the District.
- Coordinate departmental and programmatic administrative, budgeting, and fiscal reporting activities.
- Perform responsible and difficult administrative work involving the use of independent judgment and personal initiative.
- Plan and conduct effective management, administrative and operational studies.
- Plan, organize, and carry out assignments from management staff with minimal direction.
- Interpret, apply and explain complex Federal, State, and local laws, codes, regulations, departmental policies and procedures.
- Conduct research on a wide variety of administrative topics including contract feasibility, budget and staffing proposals, and operational alternatives.
- Analyze, interpret, summarize and present administrative and technical information and data in an effective manner.
- Understand the organization and operation of the assigned department and of outside agencies as necessary to assume assigned responsibilities.
- Assist with the District’s commitment to public health.
- Respond to natural, manmade, or war-caused emergencies as a Disaster Service Worker, as outlined by California Government Code §3100-3109.
- Operate modern office equipment including computer equipment and software programs.
- Ability to use discretion, prudence and independent judgment within general policy, procedural and legal guidelines in handling and safeguarding sensitive and confidential information or situations.
- Establish and maintain effective and diplomatic working relationships with those contacted in the course of the work.
EDUCATION AND EXPERIENCE:Any combination of training and experience that would provide the required knowledge, skills and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:A Bachelor’s degree in Business or Public Administration, or other related field. Two (2) years of professional-level budgetary, programmatic, special projects and related administrative support experience with a public agency.
Licenses and Certifications:
- Possession of a valid California Class C driver’s license with a satisfactory driving record may be required at the time of hire.
Physical DemandsMust possess mobility to work in a standard office setting and use standard office equipment, including a computer; ability to operate a motor vehicle to attend various meetings and seminars; vision to read printed materials and a computer screen; hearing and speech to communicate in person, before groups and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds.
Environmental ElementsEmployees work in an office environment with moderate noise levels, controlled temperature conditions, although there may be occasional exposure to inclement weather conditions, noise, dust, and potentially hazardous materials. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing District and/or departmental policies and procedures.
Candidates are required to attach a copy of their diploma/degree to their application. A resume, cover letter and a fully complete online application are required to be considered a complete application. Submitting an incomplete application or partial information may result in removal of your application from consideration in the examination process. All applications will be reviewed for accuracy, completion, relevant experience, education, training and other job related qualifications. This is a regular, full-time, unrepresented position.Note: The provisions of this bulletin do not constitute an expressed or implied contract. Any provision contained in this bulletin may be modified or revoked without notice.
