What are the responsibilities and job description for the Financial Analyst I/II position at Las Virgenes Municipal Water District?
Under the general supervision of the Principal Financial Analyst, a Financial Analyst I/II coordinates the development of the District budget and performs a variety of financial analyses, projections, and reporting.
Employees typically enter at the Financial Analyst I level. A Financial Analyst I performs most of the duties required of a Financial Analyst II but is not expected to perform at the same skill level. A Financial Analyst I exercises less independent judgment and discretion and/or has a narrower scope of responsibility. Upon meeting the performance standards of the higher level as determined by the division/department, employees are promoted to the Financial Analyst II level. Financial Analyst II is the fully- experienced, journey-level class.
The Recruitment Process Will Consist Of An Application Screening, 1st Round (structured) Interview, And 2nd Round (selection) Interview. Candidates Will Be Notified Of Their Status In The Recruitment Process Via E-mail. The Tentative Date Ranges For The Interviews Are Listed Below
1st Round Interview Date Range: February 16 - 19, 2026
2nd Round Interview Date Range: March 2 - 5, 2026
Coordinates the development of District budget data; publishes budget guidelines and calendar; conducts and overviews analysis of budget revenue and expenditures; works with departments to prepare monthly budget analysis; maintains records of budget transfers and approved changes; ensures accuracy of budget data in the system; publishes the completed budget and presents to the Government Finance Officers Association (GFOA) and California Society of Municipal Finance Officers (CSMFO) for awards.
Supports water and sewer rate analysis; analyzes variance in revenue and expenses; analyzes working capital for various funds; analyzes and maintains data used in financial forecasts.
Records and reviews prepaid capacity fees; reconciles general ledger to subsidiary balances.
Conducts financial analyses and participates in the preparation of annual reports and audited financial statements and disclosures; prepares monthly and quarterly capital projects status report; prepares a variety of local, state, and federally mandated reports.
Participates in year-end closing and audit activities; prepares a variety of year-end schedules and reconciliations and Schedule of Expenditures of Federal Awards (SEFA).
Works with operating departments to prepare and monitor adherence to federal, state, and local grant financial reporting requirements.
Assists the purchasing unit with monitoring contract agreements; prepares and distributes reports related to contract agreements to help ensure the effective procurement and management of contracts in compliance with purchasing policies.
Responds to internal and external customers, and other agencies' requests for specialized information. May provide training and technical guidance to employees.
Demonstrated Knowledge Of And Performance In The Following Areas
Any combination of training and experience, which demonstrates attainment of the required knowledge and ability to perform the required work (with reasonable accommodation, if needed), typically:
EDUCATION: Bachelor's degree in accounting, finance, business administration, economics, or a related field.
EXPERIENCE: Financial Analyst I: One (1) year of increasingly responsible experience preparing and analyzing financial records and reports. Financial Analyst II: Three (3) years of increasingly responsible experience preparing and analyzing financial records and reports including experience with budget development, analysis, and monitoring.
REQUIRED CERTIFICATIONS, LICENSES, AND REGISTRATIONS: None
DESIRED CERTIFICATIONS, LICENSES, AND REGISTRATIONS: None
It is the policy of the Las Virgenes Municipal Water District to ensure equal employment opportunity to all persons regardless of their race, color, national origin, religion, gender, sexual orientation, mental or physical impairment, ancestry, medical condition, marital status, or age (except where a bona fide occupational qualification). The District will act to ensure equal treatment to all persons in matters affecting recruitment, hiring, promotion, discipline, compensation, assignment, benefits, training, and layoff practices, and any other matters affecting employment with the Las Virgenes Municipal Water District. The same policy applies to all qualified Vietnam- era veterans, disabled veterans or other persons with disabilities that are capable of performing a particular job with reasonable accommodation to their disability.
In compliance with the American with Disabilities Act, if you need special assistance in the selection process please notify the Human Resources Division, in writing, upon applying.
Employees typically enter at the Financial Analyst I level. A Financial Analyst I performs most of the duties required of a Financial Analyst II but is not expected to perform at the same skill level. A Financial Analyst I exercises less independent judgment and discretion and/or has a narrower scope of responsibility. Upon meeting the performance standards of the higher level as determined by the division/department, employees are promoted to the Financial Analyst II level. Financial Analyst II is the fully- experienced, journey-level class.
The Recruitment Process Will Consist Of An Application Screening, 1st Round (structured) Interview, And 2nd Round (selection) Interview. Candidates Will Be Notified Of Their Status In The Recruitment Process Via E-mail. The Tentative Date Ranges For The Interviews Are Listed Below
1st Round Interview Date Range: February 16 - 19, 2026
2nd Round Interview Date Range: March 2 - 5, 2026
Coordinates the development of District budget data; publishes budget guidelines and calendar; conducts and overviews analysis of budget revenue and expenditures; works with departments to prepare monthly budget analysis; maintains records of budget transfers and approved changes; ensures accuracy of budget data in the system; publishes the completed budget and presents to the Government Finance Officers Association (GFOA) and California Society of Municipal Finance Officers (CSMFO) for awards.
Supports water and sewer rate analysis; analyzes variance in revenue and expenses; analyzes working capital for various funds; analyzes and maintains data used in financial forecasts.
Records and reviews prepaid capacity fees; reconciles general ledger to subsidiary balances.
Conducts financial analyses and participates in the preparation of annual reports and audited financial statements and disclosures; prepares monthly and quarterly capital projects status report; prepares a variety of local, state, and federally mandated reports.
Participates in year-end closing and audit activities; prepares a variety of year-end schedules and reconciliations and Schedule of Expenditures of Federal Awards (SEFA).
Works with operating departments to prepare and monitor adherence to federal, state, and local grant financial reporting requirements.
Assists the purchasing unit with monitoring contract agreements; prepares and distributes reports related to contract agreements to help ensure the effective procurement and management of contracts in compliance with purchasing policies.
Responds to internal and external customers, and other agencies' requests for specialized information. May provide training and technical guidance to employees.
Demonstrated Knowledge Of And Performance In The Following Areas
- Generally accepted accounting principles and practices, methods and techniques;
- Principles and practices of governmental budget management;
- Methods of economical and statistical analyses;
- Automated accounting systems;
- Business software applications including spreadsheet software;
- District and governmental financial reporting requirements.
- Develop, analyze, and monitor complex budgets;
- Operate common office equipment including computers and related accounting and financial reporting software;
- Analyze a variety of accounting transactions and related data to develop financial statements and reports;
- Interpret and apply District and other policies and procedures, laws and requirements related to financial transactions and reporting requirements;
- Use good judgment in the application of policies and procedures to assigned work;
- Organize work to meet deadlines;
- Independently complete assigned tasks under minimal supervision;
- Communicate effectively, both orally and in writing;
- Establish effective working relationships with those contacted in the course of assigned duties.
- Sufficient eyesight to read fine statistical reports and standard text and data on computer terminal screens;
- Ability to speak and hear at normal conversational levels in person and over the telephone;
- Manual dexterity to write legibly and to use calculators, computer terminal, and other general office machines;
- Reach, lift, move reports, materials and objects weighing approximately ten pounds; reach, bend, or crouch to use files and records.
Any combination of training and experience, which demonstrates attainment of the required knowledge and ability to perform the required work (with reasonable accommodation, if needed), typically:
EDUCATION: Bachelor's degree in accounting, finance, business administration, economics, or a related field.
EXPERIENCE: Financial Analyst I: One (1) year of increasingly responsible experience preparing and analyzing financial records and reports. Financial Analyst II: Three (3) years of increasingly responsible experience preparing and analyzing financial records and reports including experience with budget development, analysis, and monitoring.
REQUIRED CERTIFICATIONS, LICENSES, AND REGISTRATIONS: None
DESIRED CERTIFICATIONS, LICENSES, AND REGISTRATIONS: None
It is the policy of the Las Virgenes Municipal Water District to ensure equal employment opportunity to all persons regardless of their race, color, national origin, religion, gender, sexual orientation, mental or physical impairment, ancestry, medical condition, marital status, or age (except where a bona fide occupational qualification). The District will act to ensure equal treatment to all persons in matters affecting recruitment, hiring, promotion, discipline, compensation, assignment, benefits, training, and layoff practices, and any other matters affecting employment with the Las Virgenes Municipal Water District. The same policy applies to all qualified Vietnam- era veterans, disabled veterans or other persons with disabilities that are capable of performing a particular job with reasonable accommodation to their disability.
In compliance with the American with Disabilities Act, if you need special assistance in the selection process please notify the Human Resources Division, in writing, upon applying.