The Santa Margarita Water District is seeking an experienced candidate to fill a newly created position to work in either the Operations Department or the Finance Department. This position will be primarily focused on performing operations/financial analyses, developing workflows for office processes, and providing administrative support to the Operations Department. The most competitive candidates will have experience in water/wastewater operations, budget development/tracking, and a strong proficiency in information systems (Office Suite, CIS, CMMS, GIS).
Definition Under direction, performs complex and varied administrative, financial, statistical and/or operational analyses and data analytics in support of District functions and activities; leads department-specific processes and projects. May plan, supervise and review the work of support staff and/or intradepartmental project teams.
Class Characteristics A Management Analyst is responsible for providing advanced analytical and business management support. This position will work very closely with the Finance, Operations, Engineering, and Information Technology Departments to ensure accurate data management and analysis. This is a professional level position responsible for performing complex analytical assignments involving significant accountability and independent decision making responsibilities within the framework of established policies and procedures.
This position typically reports to the department head, section head, or his/her designee and may be required to supervise the work of other staff members and intradepartmental project teams.
Conducts complex research and analysis on a variety of areas involving business planning, financial and operational activities, and work processes. Evaluates alternatives, develops and tracks key performance indicators, and recommends best practice solutions, as well as develops implementation plans and assists in implementing processes, policies and procedures. Reports findings to management by preparing written plans/reports and participates in the implementation and coordination of new programs and processes.
Evaluates the effectiveness of various programs and provides data analysis to support findings and recommendations. Provides rigorous data support for these programs, including financial analysis, statistical analysis, and benefit/cost analysis.
Prepares drafts for management review on a wide variety of materials on assigned issues, items and other reports, procedures, manuals, handbooks, newsletters, communication memoranda, proposed policy and procedural changes and other materials; collects background information, input and feedback and prepares recommendations and a variety of other supporting materials.
Provides management support for department specific functions and programs; reviews and analyzes operational and financial data and performance reports to ensure department goals, objectives and standards are being met; represents the department in meetings with other departments and outside agencies; and might represent the department and the District in developing and maintaining partnerships with other agencies.
Drafts agreements and a variety of other supporting documents; monitors contract performance and expenditures; audits reports and invoices submitted by contractors to ensure accuracy and compliance with contract terms; researches and provides recommendations for resolution of contract problems and disputes.
Plans, assigns, schedules, implements and monitors work plans to achieve assigned unit objectives; provides input to the annual budget; monitors performance against the annual budget; participates in developing, implementing and evaluating plans, processes and procedures to achieve established goals and objectives in accordance with department standards; prepares and maintains a variety of records and reports.
Works with District databases, including Computer Maintenance Management System, Asset Management System, Financial Enterprise System, Customer Information System, Geographic Information System, SCADA, and lab and treatment information systems. Develops analyses, reports, and queries using databases.
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 District's mission, objectives and values regarding teamwork, mutual trust and respect; applies best practices and quality assurance processes to assigned areas of responsibility; enforces the maintenance of safe working conditions and ensures safe work practices are followed by staff.
Provides assistance with the day-to-day operations of an administrative section within a department; oversees department specific administrative operations; supervises or oversees purchasing/procurement functions including preparation and/or review of requisitions, purchase orders and associated bid packages, accounts payable processing and contractor oversight; supervises or oversees payroll/ personnel processes including preparation and processing of personnel action forms, timekeeping and payroll processing.
Performs related duties and responsibilities as required.
•Define issues, analyze problems, evaluate alternatives and develop sound, independent conclusions and recommendations in accordance with laws, regulations, rules and policies. Present proposals and recommendations clearly, logically and persuasively. •Analyze administrative, operational, procedural, organizational and financial problems, evaluate alternatives and reach sound, logical, fact-based conclusions. •Collect, evaluate and interpret data, either in statistical or narrative form. •Prepare clear, concise and comprehensive reports, correspondence and other documents appropriate to the audience. •Communicate effectively, both orally and in writing. •Understand, interpret, explain and apply applicable laws, codes and ordinances. •Represent the District effectively in dealings with the Board, customers and other agencies. •Maintain confidential information. •Potential to plan, supervise, assign, review and evaluate the work of staff. •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.
Education and/or Experience Graduation from an accredited four year college or university with a major in finance, public or business administration, environmental science, engineering or a closely related field, and at least two years of professional experience in performing administrative, operations, budgetary, financial and similar analyses; or an equivalent combination of training and experience. An advanced degree is desirable and experience in a public agency is preferred.
Knowledge and Skill Levels •Computer competency with MS Office and statistical software. Preference for working knowledge of GIS, CMMS, R, PowerBi/Tableau, SQL, and other relevant reporting and analysis tools. •Principles, practices and methods of administrative, organizational, financial and procedural analysis. •District policies, procedures, methods and systems applicable to budget development, purchasing, contracting, human resources administration and payroll/timekeeping. •Basic principles, tools and techniques of project planning and management. •Research methods and data analysis techniques. •Safety policies, practices, equipment and supplies applicable to the work. •Applicable federal and state laws, rules and regulations. •Principles and practices of sound business communications. •District practices and procedures for budgeting, purchasing and maintaining public records. •Principles and practices of effective supervision. •District Human Resources policies and labor contract provisions.
Physical Requirements The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, walk and stand; talk and hear; use hands to finger, handle, feel or operate objects, tools or controls; reach with hands and arms; perform repetitive movements of hands or wrists; stoop, kneel, bend at the waist. The employee is frequently required to lift up to 10 pounds unaided.
Mental Demands While performing the duties of this class, an employee uses written and oral communication skills; reads and interprets data, information and documents; analyzes and solves problems; uses math and mathematical reasoning; observes and interprets people and situations; learns and applies new information and skills; performs highly detailed work; deals with changing deadlines, constant interruptions and multiple concurrent tasks; and interacts with others encountered in the course of work.