Budget Officer
Company: Inland Empire Utilities Agency
Location: Chino
Posted on: November 16, 2022
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Job Description:
Salary
$126,472.32 - $154,094.20 Annually
Location
Chino CA 91708, CA
Job Type
Full-Time Regular
Division\Department
Finance Department
Job Number
022 22 23 20000980
THE POSITION:
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:
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:
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.
EXAMPLES OF ESSENTIAL FUNCTIONS:
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.
QUALIFICATION GUIDELINES:
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.
KNOWLEDGE OF:
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.
ABILITY TO:
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.
SELECTION PROCESS:
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
www.ieua.org 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 hrdept@ieua.org 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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