Financial Analysis Supervisor

The district participates in both an Alternative Work Schedule and Hybrid Work from Home Program.

Under general direction from the Director of Finance & Administration, the Financial Analysis Supervisor provides leadership, plans, organizes, directs, and manages the budget and financial analysis needs of the District and coordinates special financial projects including rates and charges development, financial analysis for strategic decisions, cash flow development and forecasts, operating and capital budget analysis, developing contracts and coordinating engagements with consultants, bond issue development and maintenance, development of the annual budget and capital budget, and supports development of the 25‑year capital budget;

supports development of the Comprehensive Annual Financial Report (Annual Report) and related financial information; provides expertise on financial issues for consideration by senior management or the Board; develops and maintains financial policies and administrative guidelines; develops new business processes for the Financial Analysis workgroup that may have District‑wide impact and helps implement the changes; and performs related work as required.

Financial Analysis Supervisor is a single‑position supervisory classification. Under general direction within a framework of overall goals and objectives, the incumbent is responsible for the leadership, direction, supervision, accuracy, and completeness of a wide range of complex budget and financial analysis functions and activities including: strategic and long‑range financial forecasting, financial and management analysis, water rate scenario analysis, and development of water rate and connection fee recommendations;

management of the development of operating and capital budgets, and supports the development of the Annual Comprehensive Financial Report and the annual audit. Responsibilities are broad in scope and require leadership and independent judgment on issues that are complex, interpretive, and evaluative in nature.

This classification is distinguished from other supervisors within the District by the specific responsibility for supervising the staff and activities of the budgeting functions and financial analysis activities. This classification is distinguished from the Director of Finance & Administration in that the latter is a department head with overall responsibility for directing District‑wide finance and administrative services and provides direction to this classification.

• Responsible for rate and fees analysis and development and adhering to timelines and state laws and requirements for reporting and implementation.
• Manages the preparation of the operating and capital budget; prepares reports and analyses of budgetary issues for consideration by senior management and/or the Board of Directors; monitors and reports on expenditure trends after budget adoption; reviews and prepares special and year‑end reports; reviews and improves budget work processes across the District to ensure optimal efficiency of workflow on an annual basis.
• Revises budget policies, guidelines, and business processes as needed to improve effectiveness and efficiency; trains end users when changes are made.
• Works with the Engineering Department in the development of the 25 Year Capital Plan.
• Develops and maintains cash flows and financial modeling for five‑, ten‑, and 25‑year financial planning; develops and maintains any other financial reporting as needed by the Finance & Administration Department or the District.
• Provides financial information, analysis, and support to others in connection with all aspects of District business including rates and charges analyses, tax law changes and compliance, and any other financial needs for information, reporting, and analysis for other District issues; performs special projects and programs as required.
• Ensures that outstanding debt, and related reserves and financial transactions, are in compliance with annual reporting requirements of the District and GASB; ensures the District is in…