Hybrid Accounting Supervisor na Santa Margarita Water District, CA
Santa Margarita Water District, CA · Rancho Santa Margarita, Estados Unidos Da América · Hybrid
- Junior
- Escritório em Rancho Santa Margarita
About the Department
Join our team as an Accounting Supervisor!
Meet Santa Margarita Water District
Santa Margarita Water District is a dynamic, forward-thinking agency dedicated to delivering high-quality potable water, recycled water, and wastewater services to its 200,000 customers across Southern Orange County. As one of the region’s largest and most impactful utilities, we are committed to the highest standards of transparency, innovation, and environmental stewardship.
Our people drive our progress, innovation, and results. Our collaborative, human-first culture fosters the sense of fun, comradery, and a rewarding sense of purpose as we do work that matters.
Dynamic teams of intelligent individuals work collaboratively to achieve SMWD’s goals and solve challenges with a common aim that fosters a unique bond that is not often found in governmental agencies.
Santa Margarita Water District’s values include:
- Exemplary service excellence
- Intelligent innovation that is forward-thinking and adaptive
- Ethical fiscal responsibility and transparency
- Environmental and resource stewardship
- Employee development and leadership training
- Building relationships that strengthen communities
Class specifications are intended to present a descriptive list of the range of duties performed by employees in the class. Specifications are not intended to reflect all duties performed by individual positions.
JOB SUMMARY
Under direction, plans, organizes and supervises professional accountants and specialists performing routine to complex professional accounting, purchasing and payroll duties in the analysis, preparation and maintenance of financial records and reports; provides professional advice to management on financial policies, procedures and proper internal controls; and performs related duties as assigned.
DISTINGUISHING CHARACTERISTICS
The Accounting Supervisor is responsible for supervising staff performing a full range of complex, professional accounting, purchasing and payroll analysis in the preparation and maintenance of financial records, reports and systems for the District; researches issues, performs complex financial analyses, and manages the preparation of comprehensive reports. Work provides a basis for sound operational and financial planning through financial review, analysis, monitoring, reconciliation and maintenance of financial accounts, programs and activities. Assignments are broad in scope, requiring significant independent decision-making and impact on department success.
This position typically reports to the Controller and supervises the work of accounting, purchasing and payroll staff. The Accounting Supervisor is distinguished from the Senior Accountant in that an incumbent in the latter class performs a full range of complex, professional accounting and analysis in the preparation and maintenance of financial records.
JOB SUMMARY
Under direction, plans, organizes and supervises professional accountants and specialists performing routine to complex professional accounting, purchasing and payroll duties in the analysis, preparation and maintenance of financial records and reports; provides professional advice to management on financial policies, procedures and proper internal controls; and performs related duties as assigned.
DISTINGUISHING CHARACTERISTICS
The Accounting Supervisor is responsible for supervising staff performing a full range of complex, professional accounting, purchasing and payroll analysis in the preparation and maintenance of financial records, reports and systems for the District; researches issues, performs complex financial analyses, and manages the preparation of comprehensive reports. Work provides a basis for sound operational and financial planning through financial review, analysis, monitoring, reconciliation and maintenance of financial accounts, programs and activities. Assignments are broad in scope, requiring significant independent decision-making and impact on department success.
This position typically reports to the Controller and supervises the work of accounting, purchasing and payroll staff. The Accounting Supervisor is distinguished from the Senior Accountant in that an incumbent in the latter class performs a full range of complex, professional accounting and analysis in the preparation and maintenance of financial records.
Position Duties
ESSENTIAL FUNCTION STATEMENTS
The duties listed below are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to this class.
- Plans, organizes and supervises the work of the District’s accounting professionals, including payroll and purchasing; with staff, develops, implements and monitors work plans to achieve assigned unit objectives; provides input to the annual budget; makes purchases and other expenditures in accordance with District procedures and monitors performance against the annual budget; participates in developing, implementing and evaluating plans, processes and procedures to achieve established goals and objectives in accordance with department standards; prepares and maintains a variety of records and reports.
- Interviews and participates in selecting new unit staff; supervises and evaluates staff performance; establishes performance requirements and personal development targets; regularly monitors performance and provides training, coaching and mentoring for performance improvement; recommends performance recognition when warranted; with management concurrence, implements the progressive discipline process to address performance deficiencies, in accordance with District human resources policies and labor contract agreements.
- Provides day-to-day leadership and works with staff to ensure a high-performance, customer service-oriented work environment that supports achieving the department’s and District’s mission, objectives and values regarding teamwork, mutual trust and respect; applies best practices and quality assurance processes to assigned areas of responsibility; enforces the maintenance of safe working conditions and ensures safe work practices are followed by staff.
- Analyzes the District’s financial systems, practices, procedures and policies, recommends improvements, and assists in their development and implementation; acts as liaison with the independent auditor and federal and state auditors of the District’s and JPA’s financial statements; reviews and ensures adequate internal controls for all areas of direct responsibility and the District as a whole.
- Oversees the administration and implementation of the District’s financial, auditing and accounting programs; prepares for review monthly financial statements, metrics and variance analysis for Board presentation; oversees grant accounting and grant performance reporting.
- Reviews, reconciles and approves interagency invoices for goods and services; verifies accuracy of sales billings and rates for a variety of funds; oversees project accounting from setup through closure.
- Researches and provides data for administrative or management studies relating to District activities such as cost analysis, productivity, policy or procedure modifications; identifies problems, determines analytical approach, obtains and analyzes necessary information; evaluates alternative courses of action and makes recommendations; assists in the development of implementation plans and the implementation of policy and procedural modifications.
- Serves as backup to various positions within the Finance department as needed, while keeping internal controls in place.
- Acts in the absence of Controller as assigned.
- Performs related duties and responsibilities as required.
Minimum Qualifications
Ability to:
- Plan, supervise, assign, review and evaluate the work of staff engaged in full-cycle professional accounting.
- Analyze problems, evaluate alternatives, and develop sound recommendations in accordance with applicable regulations.
- Prepare a variety of financial statements and reports, including Comprehensive Annual Financial Reports (CAFR); implement Governmental Accounting Standards Board (GASB) principles and standards.
- Evaluate internal controls and recommend and implement effective control procedures.
- Prepare clear, concise and comprehensive correspondence, reports, studies and other written materials.
- Organize, set priorities and exercise sound independent judgment within areas of responsibility.
- Communicate effectively, both orally and in writing.
- Understand, interpret, explain and apply applicable laws, codes and ordinances.
- Represent the District effectively in dealings with outside agencies, bank representatives, contractors, auditors and the public.
- Present proposals and recommendations clearly, logically and persuasively.
- Operate a computer, standard business software and a variety of software programs and databases related to area of assignment.
- Use tact and diplomacy in dealing with sensitive and complex issues, situations and concerned people.
- Establish and maintain effective working relationships with all those encountered in the course of work.
Knowledge of:
- Advanced governmental accounting theory, practices and financial statement preparation, as well as state and federal grants management and fund management
- Principles and practices of payroll and benefits systems, accounting and audit principles, and methods of accounting records management and financial reporting.
- Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board (GASB) accounting standards and requirements applicable to public agencies; District policies, procedures and practices regarding area of assignment.
- Internal control and audit principles and practices.
- Principles and practices of public administration, including budgeting, payroll and maintaining public records.
- Safety policies, practices, equipment and supplies applicable to the work.
- Federal, state and local laws, regulations and court decisions applicable to the financial administration of a public agency.
- Principles and practices of sound business communications.
- District practices and procedures for budgeting, payroll and maintaining public records.
- Principles and practices of effective supervision.
- District human resources policies and labor contract provisions.
Other Qualifications
QUALIFICATIONS
Any combination of experience and training that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:
Education, Training and Experience:
Graduation from an accredited four-year college or university with a Bachelor’s degree in finance, accounting, business, or a related field. Minimum six years of progressively responsible accounting experience, including two years in a supervisory role, preferably within a public agency.
Licenses; Certificates; Special Requirements:
- Possession of an active California Board of Accountancy (CPA) License is desired.
PHYSICAL AND MENTAL DEMANDS
The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Demands
While performing the duties of this job, the employee is regularly required to sit for extended periods, walk and stand; talk and hear; reach with hands and arms; and perform repetitive movements of hands or wrists. The employee is frequently required to lift up to 25 pounds unaided.
Specific vision abilities required for this job include close vision and the ability to adjust focus.
Mental Demands
While performing the duties of this class, an employee uses written and oral communication skills; reads and interprets data, information and documents; analyzes and solves problems; uses math and mathematical reasoning; observes and interprets people and situations; learns and applies new information and skills; performs highly detailed work; deals with changing deadlines, constant interruptions and multiple concurrent tasks; and interacts with others encountered in the course of work.
WORK ENVIRONMENT
The employee works in an office environment where the noise level is usually quiet to moderate.
Candidatar-se agora
The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Demands
While performing the duties of this job, the employee is regularly required to sit for extended periods, walk and stand; talk and hear; reach with hands and arms; and perform repetitive movements of hands or wrists. The employee is frequently required to lift up to 25 pounds unaided.
Specific vision abilities required for this job include close vision and the ability to adjust focus.
Mental Demands
While performing the duties of this class, an employee uses written and oral communication skills; reads and interprets data, information and documents; analyzes and solves problems; uses math and mathematical reasoning; observes and interprets people and situations; learns and applies new information and skills; performs highly detailed work; deals with changing deadlines, constant interruptions and multiple concurrent tasks; and interacts with others encountered in the course of work.
WORK ENVIRONMENT
The employee works in an office environment where the noise level is usually quiet to moderate.
