Principal Financial Analyst
Listed on 2026-09-21
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Finance & Banking
Financial Analyst, Financial Compliance, Financial Reporting
Applications will be accepted until there are a sufficient number of highly qualified applicants from which to make a selection. Candidates should submit their materials no later than September 27, 2026 to ensure consideration. However, interviews may be conducted throughout the recruitment process and this opening may close at any time. Applicants are encouraged to apply as soon as possible.
DEFINITIONUnder general supervision, conducts a variety of organizational financial projections, studies, and rate finance and rate studies and projections, including some confidential labor relations information; performs financial and rate analysis, including water & sewer rates; makes recommendations for action and assists in developing policies & procedures; performs related duties as required.
CLASS CHARACTERISTICSThis confidential, single incumbent position is characterized by the performance of complex organizational financial analysis; identification and utilization of data sources; exercising independent judgment; knowledge of relevant regulations, laws, and guidelines, and implementation thereof.
SUPERVISION EXERCISED AND RECEIVEDThis position reports to the CFO/Director of Finance. It does not supervise any staff.
ESSENTIAL FUNCTIONSEssential functions include, but are not limited to, the following:
- Conducts complex financial, operational, organizational, and statistical analyses, including rate studies, cost allocations, nexus studies, feasibility studies, revenue requirement analyses, and long-range financial planning; evaluates internal controls, processes, and policy and recommends improvements; monitors fiscal compliance for bond indentures, contracts, agreements, District policies, labor agreements, and applicable financial regulations; prepares and submits required financial and regulatory reports to governmental agencies and other oversight organizations;
- Develops, maintains, and analyzes financial, rate, budget, and data models; assesses rate adequacy and funding requirements; performs cost-benefit analyses and capital funding evaluations; develops rate recommendations consistent with District budgets and objectives;
- Analyzes data for trends, patterns, and anomalies; collects, validates, and integrates data from multiple sources; prepares reports, dashboards, charts, graphs, and other decision-support tools; develops standardized and repeatable methodologies for data collection, automation, analysis, and reporting;
- Participates in the development, administration, and monitoring of the District’s operating and capital budgets; analyzes revenues and expenditures; recommends budget adjustments and funding strategies; assists with the planning and coordination of budgeting, collections, and financing activities;
- Prepares and submits Board, committee, executive, regulatory, technical reports, policy documents, presentations, and other documentation; presents findings and recommendations to internal staff, Board, outside agencies, and other stakeholders; provides technical and administrative project support to the CFO/Director of Finance;
- Operates copiers, office equipment, and computer software & programs required for the work;
- Performs duties in a timely and professional manner and works well with others or in a team setting; establishes and maintains cooperative working relationships;
- Regular attendance and adherence to prescribed work schedule to conduct job responsibilities; may be called upon to respond to emergency operations as a disaster service worker and support Emergency Operations Center activities;
- Observes safe work practices and safety methods; performs other duties as assigned.
- Experience performing utility rate studies and making recommendations on…
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