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Budget Officer

Company: Inland Empire Utilities Agency
Location: Chino
Posted on: November 16, 2022

Job Description:


$126,472.32 - $154,094.20 Annually


Chino CA 91708, CA

Job Type

Full-Time Regular


Finance Department

Job Number

022 22 23 20000980


THE OPPORTUNITY Are you interested in budget preparation, financial planning, monitoring trends, and implementing strategies? The Agency is seeking a reliable and collaborative leader to serve as its next Budget Officer. This is an exciting opportunity if you are an adaptable mentor with an excellent analytical eye who enjoys working constructively with others. The Inland Empire Utilities Agency takes great pride in encouraging teamwork, and hope that you do too!
This Position might be the perfect fit for you if:

  • You have a high level of integrity and honesty.
  • You are a reliable and goal-oriented leader with a passion for teaching others.
  • You enjoy collaborating with others in a high paced environment to produce creative solutions and meet deadlines.
  • You are able to take a cooperative leadership role in the process of budget preparation, budget monitoring, budget review, and execution.
  • You are able to optimize the day-to-day cash and investment operations of treasury management.
  • You have a strong background in debt management to support existing debt obligations compliance requirements and future financing needs for capital improvement projects.
  • You can take an active role in performing complex financial analysis, long range finance planning, and conducting rate studies.
  • You have a desire to serve the community and contribute to the well-being of the public!Here at the Inland Empire Utilities Agency, we are a leader in water management and environmental stewardship. We strive to produce high-quality renewable products such as recycled water and top-quality compost to enhance and preserve the quality of life throughout our region. Our values go beyond just protecting the resources and the communities we serve. We are committed to applying ethical, transparent, and environmentally sustainable principles to all aspects of business and organizational conduct. We recognize that our commitment to the community starts with our employees. In order to ensure that our staff are able to continue to perform at a high level and provide unparalleled services throughout our service area, we strive to provide a healthy work-life balance.
    Here are a few ways the Inland Empire Utilities Agency is committed to helping you feel your best, work your best, and live your best while working with us:

    • A 4-day work week with remote hybrid work schedules for some positions
    • A pension through California Public Employees' Retirement System (CalPERS)
    • Generous employer monthly health benefit allowances to go towards the cost of medical, dental, and vision insurance
    • Competitive vacation, floating holiday, sick time in addition to 9 agency paid holidays
    • Education Reimbursement up to $5,250 per fiscal year
    • Professional Development Stipend of $1,000 per fiscal year
    • Basic life insurance coverage provided
    • Wellness Stipend of $500 per fiscal year
    • 457b Deferred Compensation Contribution
    • Interest free loan for a computer purchase up to $3,000

      The application deadline for this position is Tuesday, November 15, 2022 at 11:59pm. This recruitment will automatically close at the stated date and time.
      There is one (1) vacancy in the Finance Department.

      This recruitment is being conducted to fill one (1) vacancy and will establish an eligibility list which may be used to fill future vacancies as they occur during the active status of the eligibility list.
      Salary Range: UN 186FLSA: ExemptProbationary Period: At-Will Under direction, plans, organizes, manages and participates in the development, implementation and monitoring of the Agency's cash management, debt administration and investment programs and annual capital and operating budgets; monitors, reviews and analyzes budget variances to ensure Agency expenditures fall within guidelines of appropriation limits and Agency ordinances and policies; monitors revenues and funding sources trends; forecasts long-term revenue and expenditures and evaluates funding options; provides professional advice to executive management and the Board on annual and long-range financial planning; assists in the financial reporting, cash management, budget preparation and administration of the Joint Powers Authority (JPA) in which the Agency is a participant; and performs related duties as assigned. DISTINGUISHING CHARACTERISTICS:The Budget Officer is responsible for managing professional staff engaged in performing complex technical, financial and statistical analyses associated with a variety of financial and investment-related programs and initiatives, ranging from development, approval and implementation of the Agency's operating and capital budgets, to the development of long-range financial forecasts and analyses of capital development and financing alternatives. The incumbent participates in the work of the section and performs highly complex analyses, exercising latitude and seasoned professional judgment in selecting appropriate methodologies and presenting sound proposals and recommendations to achieve the Agency's mission and objectives. An employee in this class reports to the Manager of Finance and Accounting and manages the work of professional and clerical staff in the Financial Analysis section of the department. Budget Officer is distinguished from Manager of Finance and Accounting in that an incumbent in the latter class has management responsibility for the full Finance and Accounting Department and has broader financial planning, recordkeeping and administration duties.

      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, controls, integrates and evaluates the work of the assigned section; with staff , develops, implements and monitors work plans to achieve goals and objectives; contributes to the development of and monitors performance against the annual department budget; supervises and participates in developing, implementing and evaluating plans, work processes, systems and procedures to achieve annual goals, objectives and work standards. Manages the performance of section staff; interviews and selects new staff; establishes performance requirements and personal development targets; regularly monitors performance and provides coaching for performance improvement and development; recommends compensation and provides other rewards to recognize performance; hears and makes recommendations on grievances; subject to management concurrence, approves or takes disciplinary action, up to and including termination, to address performance deficiencies, in accordance with Agency 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 Agency's mission, objectives and values regarding teamwork, mutual trust and respect; applies process improvement and quality management principles to assigned areas of responsibility. Participates in the formulation and implementation of departmental policy, planning and strategy development; leads and directs staff and outside consulting resources in the development and application of new methods and processes to achieve higher efficiency, quality and innovation in department work processes. Plans, manages, directs and monitors the Agency's annual operating and capital project budgets; develops budget calendar and budget request forms, training materials and instructions; advises managers on budget request preparation; performs analyses of requests and proposals and meets with department managers to evaluate justifications and ensure compliance with Agency ordinances, resolutions and policies; reviews budget assumptions and projections for reasonableness; makes recommendations regarding approval of requests; prepares special analyses and reports; oversees the compilation of budget drafts for management approval; makes recommendations regarding budget systems and procedures; prepares and participates in a variety of budget-related workshops and meetings with managers, the IEUA Board, member agencies and Joint Powers Authority. Oversees the monitoring of budgeted expenditures and financial performance goals; discusses budget variances with department management; facilitates periodic review sessions with Agency management on budget variance reporting; supervises the preparation of variance reports for management review; manages and supervises the preparation and ensures the accuracy of ad hoc financial analyses; supports year-end closing and preparation of the Comprehensive Annual Financial Report (CAFR) and Agency financial statements. Manages, directs and participates in the development of financial analyses and scenarios and mid and long-range forecasts of the financial, operational and capital plans; directs and advises staff on applications of the Agency's financial forecasting model and the resolution of difficult analytical problems; reviews data, assumptions and forecasts with management and the Board; makes presentations to advisory and decision-making bodies; oversees the development of alternative 10, 30 and 50-year forecasts and rate impacts based on alternative resource, transmission, distribution and financing scenarios. Directs and manages the Agency's and JPA's day-to-day treasury operations; reviews and audits the Agency's financial transactions and cash management activities; approves and authorizes ACH transactions, inter-account transfers, wire transfers and is an authorized signatory for both IEUA and IERCA. Assists in developing and manages the Agency's investment plan and short- and long-range financial forecasting; manages Agency investment portfolios in accordance with each portfolio's strategy and Agency investment policies; analyzes debt financing alternatives; oversees debt administration including debt servicing, managing compliance and investment of bond proceeds; monitors and develops strategies to minimize risk and financial exposure; prepares and presents a variety of investment and disclosure reports and financial documents. Serves as a department or Agency representative to the Agency Board, departments, member agencies, JPAs, business and community organizations and federal, state and local governmental bodies; communicates policies or procedures and resolves issues involving policy direction and financial strategy; participates as a financial advisor to various Agency partners; stays abreast of new trends and innovations in the finance and investment communities and in the wastewater, water and recycled water industry that impact the financial viability of the Agency. Acts on behalf of the Manager of Finance and Accounting in that individual's absence.

      EDUCATION, TRAINING AND EXPERIENCE:Graduation from an accredited four-year college or university with a major in finance, accounting, business or public administration or a closely related field, and at least seven years of progressively responsible experience in performing complex financial, statistical and budgetary analyses, at least two of which were at a supervisory or lead level; or an equivalent combination of education, training and experience. A master's degree in business administration or public administration and experience in a public agency are preferred. LICENSES; CERTIFICATES; SPECIAL REQUIREMENTS:A valid California Class C driver's license and the ability to maintain insurability under the Agency's vehicle insurance program.
      Certified Government Financial Manager (CGFM) certificate from the Association of Government Accountants or equivalent certification in government budgeting/accounting is desired.
      Principles, methods and techniques of strategic enterprise and financial planning.

      Advanced principles and practices of general, enterprise and governmental accounting, including financial statement preparation and methods of financial control and reporting, and Governmental Accounting Standards Board (GASB), Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) principles applicable to public entities.

      Internal control and audit practices and procedures.

      Laws and regulations applicable to the financial administration of public agencies and special districts.

      Principles, practices, laws and regulations governing the investment and management of public funds.

      Principles and practices of public administration, including long-range capital planning, budgeting, purchasing and maintaining public records.

      Advanced principles, practices, methods, techniques and terminology used in treasury management.

      Investment vehicles and the operations of financial markets and institutions.

      Applicable federal and state laws, rules and regulations.

      Principles and practices of sound business communication.

      Research methods and analysis techniques.

      Principles and practices of effective management and supervision.

      The Agency's human resources policies and labor contract provisions.

      Plan, manage, assign, delegate, control, review and evaluate the work of staff engaged in complex financial, statistical and budget analysis.

      Define issues, analyze problems, evaluate alternatives and develop sound, independent conclusions and recommendations in accordance with regulations, ordinances and policies.

      Organize, set priorities and exercise expert independent judgment within areas of responsibility.

      Develop and implement appropriate procedures and controls.

      Prepare clear, concise and comprehensive financial and investment statements, compliance reports and other written materials.

      Develop and implement sound internal control procedures and practices.

      Evaluate complex investment vehicles and strategies and make sound, prudent investment decisions.

      Understand, interpret, explain and apply complex financial and legal documents applicable to Agency debt financing issues.

      Perform complicated mathematical calculations and analyses.

      Communicate effectively, both orally and in writing.

      Understand, interpret, explain and apply applicable laws, codes, ordinances and policies.

      Represent the Agency effectively in dealings with the financial community, the Board, JPA and member agencies.

      Present proposals and recommendations clearly, logically and persuasively.

      Operate a computer and spreadsheet, word processing, financial modeling and other standard software.

      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.

      All employment applications will be reviewed for accuracy, completion, relevant experience, education, training and other job-related qualifications. Applicants with the strongest background relating to the responsibilities of this position will be invited to participate in the testing process which may include one or more of the following: written test, oral interview, performance/practical examination. The successful candidate will be required to pass a background/reference check and pre-employment physical examination including a drug screen (for safety sensitive position) at no cost to the candidate. Please visit our website at and select the Human Resources Department for additional information regarding the Agency, the hiring process and benefit information.
      Any applicant requiring reasonable accommodation during the selection process due to a qualified disability must inform the Human Resources Office at (909) 993-1640 or at least 72 hours in advance of the need for accommodation. THE PROVISIONS OF THIS ANNOUNCEMENT DO NOT CONSTITUTE A CONTRACT, EXPRESSED OR IMPLIED, AND ANY PROVISION CONTAINED IN THIS BULLETIN MAY BE MODIFIED OR REVOKED WITHOUT NOTICE.
      "The Agency's success is obtained by creating a positive and diverse work environment which recognizes individual differences and experiences".

Keywords: Inland Empire Utilities Agency, Chino , Budget Officer, Other , Chino, California

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