Senior Budget Analyst 25-020

Job Description

Senior Budget Analyst

Job Announcement No: 25-020

Vacant Position(s): 1

Department: Executive Office

Applications Accepted UNTIL POSITION IS FILLED.

Salary Range: $72,238.40 ($34.73/hr.) – $111,966.40 ($53.83/hr.)

Grade: 111

Hours: 8:00 am – 5:00 pm (Flexible)

Position Summary:

Under direction, this position performs complex and detailed professional level analytical work relating to budget preparation and analysis work. The work involves the planning, organizing, coordination, and evaluating of budgetary activities and performance measures. Includes research and data gathering to include report design and preparation. Work includes analyzing all aspects of data to formulate forecasts and determine trends, preparing reports and responding to inquiries and recommending appropriate action to resolve issues. This position reports directly to the Budget Manager.

Essential Functions:

- Monitor and analyze corporate operations & maintenance, capital projects and equipment, and revenue budgets with the use of Enterprise Resource Planning (ERP) software and other financial reports.

- Recommend & develop reports & analyses related to the impact of budgetary decisions.

- Assist with the development, coordination & preparation of the annual budget as defined in the Budget Plan.

- Performs administrative, accounting, financial and statistical support to aid in planning and directing the financial program.

- Analyzes quantitative and qualitative data, as well as interprets related data from multiple sources.

- Prepare regular and technical financial studies and reports.

- Complete the Monthly Financial Reports and all associated supporting documentation.

- Develop and maintain daily, weekly, monthly supplemental budget reports and schedules to maintain budget balances, analyze variances and reconcile to general ledger.

- Serve as back-up in the absence of the Budget Manager on routine matters.

- Assists and participates with the Executive Officers, bond counsel and bond underwriters in preparation of the revenue bond documents and presentations for the Commissioners, City Council and the rating agencies.

- Assist in development of methods for financial analysis by utility, forecasting revenues and expenditures.

- Participates in the implementation of the Enterprise Resources Planning (ERP), customer service computer systems and other ancillary software systems as it relates to financial reporting topics including detailed testing of new computer applications, and scheduled upgrades.

- Preparation and development of Users Guides & Tailored Procedure Documents (TPD).based on ERP and other software systems and processes.

- Works as an ERP Subject Matter Expert (SME) to assist Microsoft Dynamics 365 users in resolving issues with budgets & budget related transactions.

- Develops reports using Microsoft Dynamics 365’s Financial Reporter, Power Business Intelligence software or other analytical tools.

- Assist in preparation of supporting documentation for the rate analyses and annual updates using a utility Rate Model for financial planning, forecasts & rate studies.

- Performs analytical studies as required to study the financial and economic implications of varied business strategies using financial models, interprets results and advises management.

- Financial research and development which may include benchmarking and best practice.

- Develop, maintain and writes or revises policies and procedures as it relates to budgeting processes.

- Provides financial technical assistance and troubleshooting to internal departments.

- Interacts with company leaders and Management to establish and maintain effective working relationships.

- Maintaining confidentiality of specific data, reports and information is required.

- Conformance to Corporate Budget Policy.

- Works on special projects as assigned.

- Regular attendance is required.

- Job performance must conform to all CWS policies and procedures.

- Specific knowledge of CWS Environmental Management System Policy and Procedures.

Additional Duties

- Performs other related duties as assigned.

Job Requirements

Physical Requirements, Activities, and Working Conditions

- Sedentary work exerting up to 20 pounds of force occasionally and /or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Objects greater than 50 pounds require a two-person operation.

- Ability to effectively use personal computers with printer; telephone; calculator; copy machine; and assigned software.

- Ability to express or exchange ideas by means of written and oral communications with internal and external customers and staff.

- Ability to identify, reach and handle documents as required to perform the essential job functions and to maintain an accurate record keeping system.

- Ability to perform tasks during extended periods while seated or standing.

Education and/or Experience

- B. S. degree in Finance, Accounting or Business Administration with concentration in Accounting or Finance and four (4) years’ experience, preferable in the utility industry with budgeting experience or a combination of education and experience in Accounting/Finance to equal ten (10) years.

- Experience with ERP financial software systems including the use of Microsoft’s Power Business Intelligence (Power BI) software. or other analytical reporting tools.

- Knowledge of Microsoft Office, rate model software, and statistical software.

- Strong understanding of GAAP, GASB and finance concepts.

- Knowledge of principles and practices of budget development, and financial accounting and reporting.

- Knowledge of utility accounting practices.

- Knowledge of Project Cost Accounting and cost funding procedures.

- Excellent analytical and problem-solving skills with attention to detail.

- Advanced personal computer skills with proficiency to effectively produce complex reports, charts, spreadsheets, and related documents.

- Knowledge of and strong background in problem solving, using financial theories, mathematics and formulas.

- Detail-oriented; strong organizational, interpersonal, professional and communication skills.

- Strong time managements skills to meet all budget and financial deadlines.

- Must be able to interact effectively within a team environment.

- Ability to communicate effectively in oral and written forms.

- Prior work record indicating dependability and conscientiousness.

Licenses, Certifications, Registrations

- There are no special designations required for this position.

Training Needs:

- OSHA and Departmental safety training as required.

- Skills Based Training.

- Standard Operating Instruction (SOI) per department requirements.

- ISO 14001 standards for department and company.

- See Department Competency and Training Matrix for this position.

Potential Career Path:

ELIGIBILITY FOR PROMOTION TO VARIOUS POSITIONS THROUGHOUT THE COMMISSION DEPENDS UPON INDIVIDUAL QUALIFICATIONS, AND NOTED JOB PROGRESSIONS ARE NO GUARANTEE OF CAREER PATH TO THESE OR ANY OTHER JOB(S) AT THE COMMISSION.

- Budget Manager