Westlands Water District

Fresno, CA

FINANCIAL ANALYST

Salary Code: 21
Fair Labor Standards Act Designation: Exempt
Effective Date: 01/10/20

GENERAL DESCRIPTION:

Under general supervision of the Supervisor of Customer Accounting, performs complex, professional accounting related to the financial and accounting work of the District, including financial analysis, forecasting and planning, systems review and development, and other complex economic, accounting, auditing and related studies necessary to the development and maintenance of the projects and activities of the District. Knowledge of District or other local public agency activities is desirable. The ability to communicate effectively is required. The Financial Analyst is a single position classification.

EXAMPLES OF WORK PERFORMED:

The information listed below is meant to serve as examples of the job duties and responsibilities for positions in this classification. This list is neither inclusive nor exclusive, but indicative of several types of duties performed.

  1. Reviews, analyzes and evaluates complex financial or economic information.
  2. Prepares financial analyses that conform with generally accepted accounting principles.
  3. Prepares financial statistical reports, cost study reports, surveys and revenue analysis, Ability-to-Pay Studies and other reports.
  4. Advises and confers with District staff, Federal government representatives and representatives of other agencies on financial audit and accounting matters.
  5. Develops and analyzes the District’s long-range financial forecasts, including projections of revenues and expenses related to water sales and purchases.
  6. Monitors the accuracy of Bureau of Reclamation budgeting, rate-setting and cost allocation activities.
  7. Prepares, reviews, analyzes and recommends District cost allocation methods with respect to various activities, including operations and maintenance, power rates, and capital financing/acquisitions.
  8. Plans, organizes and participates in financial and compliance audit assignments to assure compliance and dependability of financial records.
  9. Reviews and applies current legislation and other authoritative guidelines and procedures as appropriate in performing various auditing, accounting and fiscal activities.
  10. Performs other duties as assigned.

CLASSIFICATION REQUIREMENTS:

Education and Experience: Any combination of education and experience that has led to the acquisition of the knowledge required by the position. A typical way of acquiring the knowledge would be:

A bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related field and three (3) years of professional accounting, auditing, or financial experience; or any combination thereof.

Knowledge of:

  • Statistical research and analysis techniques.
  • Advanced financial and accounting principles, practices and methods.
  • Cost accounting principles and practices to determine and allocate costs.
  • Governmental accounting principles and practices to prepare reports and financial analyses.
  • Principles and practices in debt management.
  • Principles of budgeting, forecasting, and financial planning.

Skills/Abilities to:

  • Prepare complex accounting, financial and statistical reports.
  • Determine accounting issues and recommend corrective action.
  • Read, understand and interpret laws, regulations and contractual agreements.
  • Write clear, concise reports, memoranda and instructions with technical accuracy using correct grammar, punctuation and spelling.
  • Communicate in a clear and concise manner to explain financial and accounting matters.
  • Interpret and apply current and pending fiscal legislation and regulations.

WORKING CONDITIONS

  • Moderate lifting of supplies and materials from time to time up to 30 pounds.
  • Possess the physical characteristics to perform the critical and important duties of the job.
  • May work hours other than normal work schedule.
  • Travel occasionally by airplane or automobile.

STANDARD REQUIREMENTS

  • Possession of a valid California Class C Driver’s License with a driving record acceptable to the District’s automobile insurance provider is required.