11/23/2023 0 Comments Santa margarita water district cafrAbility to gather supporting information from public agency sources, master plans, published economic and market data, and other relevant sources.Ģ. Performs a variety of research, analysis and reporting duties including conducting complex research and analysis on various segments of the District's operations collects and analyzes data including statistical information on current District practices, policies and procedures identifies, investigates and makes recommendations for improvements as necessary performs cost benefit analysis and project return analysis evaluates reserve levels and adequacy for capital and pension long-term requirements and prepares necessary reports.ģ. Creates reports for District departments using financial reporting software or specialized report writers provides complex technical assistance, training and staff support including answering questions on the use of, or resolving problems with, the financial reporting software or report writers coordinates with internal staff and vendor support to resolve problems with financial software.Ĥ. Creates and updates cost of service analysis and rate structure setting models annually consistent with Proposition 218 requirements, including comparing various rate scenarios. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to this class.ġ. Participates in developing and updating long-range forecasts of financial plans builds numerous databases of financial, economic, consumption, financial market and other data reviews data, assumptions and forecasts with District management and researches variances and discrepancies researches investment opportunities and financing options. The duties listed below are intended only as illustrations of the various types of work that may be performed. Financial Analyst is distinguished from Senior Financial Analyst in that an incumbent in the latter class manages long-term strategic financial planning, oversight of financing, investments and bond debt structuring and may supervise budget, accounting and/or purchasing staff. This position reports directly to the Assistant General Manager – Finance or his/her designee. Assigned work requires general knowledge of the functions applicable to an area of assignment and the ability to solve routine to moderately difficult problems. Additionally, this position requires ability to shift priorities based on needs.Ī Financial Analyst performs financial, statistical and management analyses that support financial and budgeting functions, programs and initiatives for the District, including cash balancing and debt service payments. This position requires the ability to interpret and apply the District's policies and procedures, and performs related duties as assigned. Creates and updates complex financial models, performs sensitivity analysis, and gathers relevant data to present for management decision making, and assist in budgetary activities. The Financial Analyst will also be responsible for preparing and communicating technical and policy-oriented reports, correspondence, and action plans. Under general direction, a Financial Analyst performs a wide range of difficult and complex financial, budgetary, statistical, economic, and other management analyses in support of District-wide activities prepares reports and performs related duties as assigned.
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