calabasas Work Opportunities ∙ Page 4

About the Department

Under the general supervision of the Finance Manager, the Principal Financial Analyst supervises the finance activities of the Finance Division, including payroll, budgeting, and financial analysis and reporting, and performs the most complex advanced journey-level financial analyst duties. Check out this short video: Join our Team! Principal Financial Analyst

Position Duties

Supervises the budget and finance functions of the Finance Division; plans, coordinates, and oversees the District's annual operating and capital budget development, analysis, and monitoring; publishes budget guidelines and calendar; conducts analysis of budget revenue and expenditures; prepares and presents the annual and capital budget to the Board of Directors; publishes the completed budget and related documents and presents to the Government Finance Officers Association (GFOA) and California Society of Municipal Finance Officers (CSMFO) for awards.

Develops and implements internal control systems and procedures pertaining to payroll, budgeting, and financial analysis and reporting; oversees and participates in the development and maintenance of financial records and reports.

Provides a variety of complex financial analysis, information, and support to District departments related to all aspects of District business, such as revenue projections and analysis; water and sewer rate analysis, working capital for various funds, staffing and organizational changes, and fiscal impact of policies, programs, initiatives, and Board requests and actions; develops long-range financial forecasts to assist in long-term strategic planning. 

Supervises the payroll function, including overseeing and reviewing the processing and reporting of payroll and related records and reports in accordance with District policies, state and federal laws, and employee union agreements.

Coordinates, oversees, and participates in the preparation of monthly, quarterly, and annual reports and audited financial statements and disclosures, such as budget reports, capital projects status reports, State Controller's Report, and comprehensive annual financial report.

Participates in year-end closing and audit activities; prepares year-end water sales accrual schedule; prepares capital lease schedules; reconciles tax receivable and revenue accounts; prepares bond principal and interest payment schedules; supports the Joint Powers Authority closing including reconciling and recording capital projects, allocation between Joint Powers Authority participants and equity accounts.

Performs special projects and assignments in support of the Finance Manager.

Interviews and recommends selection of candidates; establishes performance expectations and standards for the unit; oversees plans and actions for employee development; prepares and conducts employee evaluations; conducts informal counseling on work issues; prepares documentation and improvement plans to address work performance problems/deficiencies, and recommends and implements approved disciplinary actions.  

Minimum Qualifications

DEMONSTRATED KNOWLEDGE OF AND PERFORMANCE IN THE FOLLOWING AREAS:

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

ABILITY TO:

• Perform complex financial analysis and reporting;
• Coordinate a variety of processes related to payroll, budgeting, and financial analysis and reporting;
• 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;
• Interpret and apply District and other policies and procedures, laws and requirements related to financial transactions and reporting requirements;
• Provide effective training, guidance, and supervision to others;
• 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, including public presentations;
• Establish effective working relationships with those contacted in the course of assigned duties.

PHYSICAL AND SENSORY REQUIREMENTS:

• Sufficient eyesight to read fine statistical reports and standard text and data on computer terminal screens;
• Ability to speak and hear at normal conversational levels in person and over the telephone;
• Manual dexterity to write legibly and to use calculators, computer terminal, and other general office machines;
• Reach, lift, move reports, materials and objects weighing approximately ten pounds; reach, bend, or crouch to use files and records.

Other Qualifications

TRAINING AND EXPERIENCE GUIDELINES:

Any combination of training and experience, which demonstrates attainment of the required knowledge and ability to perform the required work (with reasonable accommodation, if needed), typically:

EDUCATION: Bachelor's degree in accounting, finance, economics, business administration, or a related field.

EXPERIENCE: Four (4) years of increasingly responsible experience performing complex financial analysis and reporting, including experience with budget development, analysis, and monitoring, preferably including experience in a public sector agency.