Senior Budget Analyst 25-020

Description

• Recommend & develop reports & analyses related to the impact of budgetary decisions.
• Assist in development of methods for financial analysis by utility, forecasting revenues and expenditures.
• Performs administrative, accounting, financial and statistical support to aid in planning and directing the financial program.
• Prepare regular and technical financial studies and reports.
• Preparation and development of Users Guides & Tailored Procedure Documents (TPD).based on ERP and other software systems and processes.
• Develop and maintain daily, weekly, monthly supplemental budget reports and schedules to maintain budget balances, analyze variances and reconcile to general ledger.
• Works as an ERP Subject Matter Expert (SME) to assist Microsoft Dynamics 365 users in resolving issues with budgets & budget related transactions.
• Performs analytical studies as required to study the financial and economic implications of varied business strategies using financial models, interprets results and advises management.
• Develops reports using Microsoft Dynamics 365’s Financial Reporter, Power Business Intelligence software or other analytical tools.
• Provides financial technical assistance and troubleshooting to internal departments.
• Analyzes quantitative and qualitative data, as well as interprets related data from multiple sources.
• Monitor and analyze corporate operations & maintenance, capital projects and equipment, and revenue budgets with the use of Enterprise Resource Planning (ERP) software and other financial reports.
• Participates in the implementation of the Enterprise Resources Planning (ERP), customer service computer systems and other ancillary software systems as it relates to financial reporting topics including detailed testing of new computer applications, and scheduled upgrades.
• Maintaining confidentiality of specific data, reports and information is required.
• Interacts with company leaders and Management to establish and maintain effective working relationships.
• Assists and participates with the Executive Officers, bond counsel and bond underwriters in preparation of the revenue bond documents and presentations for the Commissioners, City Council and the rating agencies.
• Assist in preparation of supporting documentation for the rate analyses and annual updates using a utility Rate Model for financial planning, forecasts & rate studies.
• Develop, maintain and writes or revises policies and procedures as it relates to budgeting processes.
• Financial research and development which may include benchmarking and best practice.
• Complete the Monthly Financial Reports and all associated supporting documentation.
• Serve as back-up in the absence of the Budget Manager on routine matters.
• Assist with the development, coordination & preparation of the annual budget as defined in the Budget Plan.

Requirements

• Conformance to Corporate Budget Policy.
• ISO 14001 standards for department and company.
• Sedentary work exerting up to 20 pounds of force occasionally and /or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Objects greater than 50 pounds require a two-person operation.
• Specific knowledge of CWS Environmental Management System Policy and Procedures.
• Strong understanding of GAAP, GASB and finance concepts.
• Ability to express or exchange ideas by means of written and oral communications with internal and external customers and staff.
• Experience with ERP financial software systems including the use of Microsoft’s Power Business Intelligence (Power BI) software. or other analytical reporting tools.
• Knowledge of Project Cost Accounting and cost funding procedures.
• Prior work record indicating dependability and conscientiousness.
• Advanced personal computer skills with proficiency to effectively produce complex reports, charts, spreadsheets, and related documents.
• Job performance must conform to all CWS policies and procedures.
• Regular attendance is required.
• Knowledge of and strong background in problem solving, using financial theories, mathematics and formulas.
• Ability to perform tasks during extended periods while seated or standing.
• Knowledge of Microsoft Office, rate model software, and statistical software.
• Must be able to interact effectively within a team environment.
• Detail-oriented; strong organizational, interpersonal, professional and communication skills.
• Knowledge of utility accounting practices.
• Standard Operating Instruction (SOI) per department requirements.
• Excellent analytical and problem-solving skills with attention to detail.
• Ability to effectively use personal computers with printer; telephone; calculator; copy machine; and assigned software.
• Ability to identify, reach and handle documents as required to perform the essential job functions and to maintain an accurate record keeping system.
• Knowledge of principles and practices of budget development, and financial accounting and reporting.
• OSHA and Departmental safety training as required.
• Strong time managements skills to meet all budget and financial deadlines.
• B. S. degree in Finance, Accounting or Business Administration with concentration in Accounting or Finance and four (4) years’ experience, preferable in the utility industry with budgeting experience or a combination of education and experience in Accounting/Finance to equal ten (10) years.
• Ability to communicate effectively in oral and written forms.

Benefits

• Skills Based Training.

Training + Development

Interview process

Visa Sponsorship

Security clearance