Strategic Public Finance Analyst | Budget & Forecasting

Santa Margarita Water District; California (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Santa Margarita Water District seeks a Financial Analyst to support district-wide financial planning, budgeting, forecasting, reporting, and strategic decision-making. The role develops complex financial models, evaluates performance, supports rate-setting and cash-management activities, and translates financial information into clear recommendations for stakeholders.

The ideal candidate is detail-oriented, adaptable, and communicates technical details effectively across departments while

Qualifications

• Experience with complex financial forecasting and modeling for public agencies.
• Knowledge of budget development, cost-of-service analyses, and rate structures.
• Ability to translate technical financial information for diverse audiences.

Responsibilities

• Participates in short- and long-range financial and strategic planning and builds financial models from public data and projections.
• Performs analyses of District operations, prepares staff reports, and evaluates capital and pension needs.
• Creates and updates cost-of-service and rate-setting models and collaborates with rate consultants.

Skills

Financial forecasting

Public agency budgeting

Budget development

Data analysis

Communication

Education

Bachelor degree in finance/accounting/public administration

Master's degree (desirable)

Job description

Santa Margarita Water District seeks a Financial Analyst to support district-wide financial planning, budgeting, forecasting, reporting, and strategic decision-making. The role develops complex financial models, evaluates performance, supports rate-setting and cash-management activities, and translates financial information into clear recommendations for stakeholders.

The ideal candidate is detail-oriented, adaptable, and communicates technical details effectively across departments while