Strategic Public Utilities Financial Analyst

Santa Margarita Water District; Rancho Santa Margarita (CA); On-site; USD 90,000 - 115,000; Full time

Job summary

Santa Margarita Water District is seeking a collaborative Financial Analyst to support district-wide budgeting, forecasting, and financial reporting. The role involves developing complex financial models, evaluating performance, and translating financial information into clear recommendations for strategic decision-making.

The ideal candidate will have strong analytical skills, experience with public utilities, and the ability to communicate technical information to diverse audiences.

Qualifications

• Bachelor's degree in finance, accounting, business, or public administration plus two years of analytical experience.
• Public utility or government agency experience preferred.
• Master's degree in business administration or economics is highly desired.

Responsibilities

• Develops complex financial models and forecasts.
• Supports budget monitoring, reporting, and analyses.
• Participates in rate analyses, cash forecasting, and investments.
• Prepares staff reports and board materials.

Skills

Financial forecasting

Budget development

Financial analysis

Data management

Public finance

Communication skills

Cross-department collaboration

Education

Bachelor's in finance, accounting, business or public administration

Master's in business administration or economics desired

Tools

Financial reporting software

Spreadsheet software

Report writers

Job description

Santa Margarita Water District is seeking a collaborative Financial Analyst to support district-wide budgeting, forecasting, and financial reporting. The role involves developing complex financial models, evaluating performance, and translating financial information into clear recommendations for strategic decision-making.

The ideal candidate will have strong analytical skills, experience with public utilities, and the ability to communicate technical information to diverse audiences.