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.
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.
EXAMPLES OF ESSENTIAL JOB FUNCTIONS
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 ordinances and 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.
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 required qualifications 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.
Yorba 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.