Senior Financial Analyst

The Position

The Inland Empire Utilities Agency (IEUA) is seeking an experienced Senior Financial Analyst who thrives in a busy, fast-paced environment and can successfully manage multiple complex assignments and competing priorities. Serving as a working lead within the Finance team, this position will oversee the work of analysts and support staff while providing clear technical guidance, mentorship, and quality review of analysts' assignments. The position requires a highly accountable professional who takes ownership of work products and ensures that financial analyses, reports, and recommendations are accurate, reliable, clear, timely, and responsive to the needs of Agency leadership and stakeholders. The successful candidate must possess excellent analytical and problem-solving skills and be able to perform complex financial, statistical, and budgetary analyses that support the Agency's budget development, ongoing financial reporting, and long-range financial planning. Key responsibilities include monitoring and coordinating investment activities to safeguard principal and optimize earnings; leading the preparation of quarterly budget variance reports and other ongoing financial reports; participating in the development of operating and capital budgets; developing and maintaining sophisticated financial models; and supporting the evaluation of rates, capital projects, financing alternatives, and other strategic initiatives. The position will also help ensure that appropriations remain consistent with those approved by the Board of Directors and that the Agency's financial resources are responsibly managed to meet operational and long-term capital needs. The Senior Financial Analyst will prepare and present accurate, well-supported reports and recommendations to management, governing boards, Agency personnel, customers, regulatory agencies, grantors, investors, and other stakeholders in accordance with GAAP and applicable GASB and FASB standards. The Senior Financial Analyst will also collaborate with internal departments, consultants, financial and investment advisors, and other partners to strengthen budget monitoring, financial planning, investment management, and decision-making across the Agency. The ideal candidate is a strategic and accountable professional with demonstrated expertise in public agency finance and budget planning and management; advanced proficiency in Excel for financial modeling, analysis, and forecasting; and strong leadership and communication skills. The ability to prioritize effectively, adapt quickly to changing demands, manage multiple deadlines, provide meaningful guidance to junior staff, and consistently deliver high-quality work products is essential to success in this role.

Education, Training and Experience:

Graduation from an accredited four-year college or university with a major in 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, preferably in a governmental agency or public utility; or an equivalent combination of education, training and experience. A master's degree in business administration or public administration is highly 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.

Skills and Abilities:

• Demonstrated knowledge of public agency financing, budget preparation and management, and long-range financial planning, including application of GASB, GAAP, and FASB standards in a governmental setting.
• Proficient in advanced financial and statistical analysis techniques, with the ability to evaluate investment opportunities, assess financing scenarios, and develop clear, data-driven recommendations.
• Intermediate to advanced level skills in SAP and Microsoft Excel for financial modeling, forecasting, data management, and preparation of complex financial reports and presentations.
• Strong leadership and communication abilities, with a proven capacity to provide technical guidance, train staff, oversee complex projects, and present financial information effectively to management, governing boards, and external stakeholders.