Financial Analyst I​/II

Under the general supervision of the Principal Financial Analyst, a Financial Analyst I/II coordinates the development of the District budget and performs a variety of financial analyses, projections, and reporting.

Employees typically enter at the Financial Analyst I level. A Financial Analyst I performs most of the duties required of a Financial Analyst II but is not expected to perform at the same skill level. A Financial Analyst I exercises less independent judgment and discretion and/or has a narrower scope of responsibility. Upon meeting the performance standards of the higher level as determined by the division/department, employees are promoted to the Financial Analyst II level.

Financial Analyst II is the fully- experienced, journey-level class.

The recruitment process will consist of an application screening, 1st round (structured) interview, and 2nd round (selection) interview. Candidates will be notified of their status in the recruitment process via e‑mail.

1st Round Interview Date Range:
February 16 - 19, 2026

2nd Round Interview Date Range:
March 2 - 5, 2026

Coordinates the development of District budget data; publishes budget guidelines and calendar; conducts and overviews analysis of budget revenue and expenditures; works with departments to prepare monthly budget analysis; maintains records of budget transfers and approved changes; ensures accuracy of budget data in the system; publishes the completed budget and presents to the Government Finance Officers Association (GFOA) and California Society of Municipal Finance Officers (CSMFO) for awards.

Supports water and sewer rate analysis; analyzes variance in revenue and expenses; analyzes working capital for various funds; analyzes and maintains data used in financial forecasts.

Records and reviews prepaid capacity fees; reconciles general ledger to subsidiary balances.

Conducts financial analyses and participates in the preparation of annual reports and audited financial statements and disclosures; prepares monthly and quarterly capital projects status report; prepares a variety of local, state, and federally mandated reports.

Participates in year-end closing and audit activities; prepares a variety of year-end schedules and reconciliations and Schedule of Expenditures of Federal Awards (SEFA).

Works with operating departments to prepare and monitor adherence to federal, state, and local grant financial reporting requirements.

Assists the purchasing unit with monitoring contract agreements; prepares and distributes reports related to contract agreements to help ensure the effective procurement and management of contracts in compliance with purchasing policies.

Responds to internal and external customers, and other agencies' requests for specialized information. May provide training and technical guidance to employees.

• Generally accepted accounting principles and practices, methods and techniques;
• Principles and practices of governmental budget management;
• Methods of economical and statistical analyses;
• Automated accounting systems;
• Business software applications including spreadsheet software;
• District and governmental financial reporting requirements.

• Develop, analyze, and monitor complex budgets;
• Operate common office equipment including computers and related accounting and financial reporting software;
• Analyze a variety of accounting transactions and related data to develop financial statements and reports;
• Interpret and apply District and other policies and procedures, laws and requirements related to financial transactions and reporting requirements;
• Use good judgment in the application of policies and procedures to assigned work;
• Organize work to meet deadlines;
• Independently complete assigned tasks under minimal supervision;
• Communicate effectively, both orally and in writing;
• Establish effective working relationships with those contacted in the course of assigned duties.

• Sufficient eyesight to read fine statistical reports and standard text and data on computer terminal screens;
• Ability to speak and hear…