This position will be filled at either the Analyst I, Analyst II or Analyst Senior level, depending on candidate qualifications.
Join our team at Chelan County Public Utility District. As one of the largest hydroelectric generating utilities in the Northwest, our mission at Chelan PUD is to improve the quality of life for the thousands of people who call our pristine desert and mountain community home.
Overview
Under general supervision to minimal supervision (depending on level of role), perform accounting and reporting for one or more business lines and functional areas, assist with preparation of combined financial statements, prepare tax returns, support external audits and meet various external reporting requirements for the District's combined reporting entity of over $1 billion in assets and annual revenues of nearly $600 million. Ensure that accounting and reporting practices are in compliance with contractual agreements, federal and state regulations, generally accepted accounting principles, bond covenants and District financial policies. Work output has considerable impact on the work of other financial functions, reporting, decision making processes and is essential for receiving clean audit opinions, maintaining strong credit ratings and achieving District financial goals and strategic objectives.
Responsibilities
Analyst I
- Journalize financial statement activity, perform reconciliations, variance analysis, research and resolve discrepancies to ensure the accuracy of reported information.
- Assist department in monitoring accounting practices for compliance with contractual agreements, FERC regulations, GASB and FASB pronouncements, state requirements and management policy. Identify problem areas and potential solutions.
- Analyze, prepare schedules and respond to inquiries in support of various audits.
- Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting or other tax requirements.
- Participate in the design and implementation of new procedures, policies or services.
- Assist with compilation of financial data for external data requests.
- Assist with financial analysis and document review on special projects.
- Maintain regular and predictable attendance: Perform related duties and responsibilities as required. Comply with District policies. Complete all required training. Maintain a working knowledge and comply with District safety procedures and specific safety requirements of this position, and those in accordance with applicable provisions of the Revised Code of Washington (RCW) and Washington Administrative Code (WAC).
Analyst II
- Prepare, examine or analyze accounting records, financial statements and other financial reports for one or more business lines and functional areas of responsibility to assess accuracy, completeness and conformance to reporting and procedural standards, and make corrections, as needed. Monitor accounting practices for compliance with contractual agreements, FERC regulations, GASB and FASB pronouncements, state requirements and District policies and recommend and implement changes as needed.
- Coordinate, compile and respond to various financial data and external reporting requests and regulatory filings. Assist with preparation of monthly, quarterly and annual combined financial statements. Perform ad hoc reporting, document review and analysis.
- Analyze, prepare schedules and respond to inquiries in support of various audits. Educate audit staff on District operations, policies and processes.
- Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting or other tax requirements.
- Identify and support process improvements, new procedures, policies, software applications and financial reporting tools. Assist in implementation of changes in accounting standards. Represent the Accounting department on cross-functional teams, committees and special projects to ensure adequate internal controls are established for the proper recording of transactions and the safeguarding of assets.
- Build and maintain relationships with key stakeholders to maintain effective oversight and understanding of District's activities which contributes to early identification of transactions and changes that could have potential accounting and reporting impacts.
Analyst Senior
- Apply appropriate accounting guidance and exercise professional judgement in evaluating the nature and classification of complex accounting transactions, significant events and assessing ledger balances. Prepare, examine or analyze accounting records, financial statements and other financial reports for one or more business lines and functional areas of responsibility to assess accuracy, completeness and conformance to reporting and procedural standards, and make corrections, as needed. Design, implement and monitor accounting practices for compliance with contractual agreements, FERC regulations, GASB and FASB pronouncements, state requirements and District policies.
- Coordinate, compile and respond to various financial data and external reporting requests and regulatory filings. Assist with preparation of monthly, quarterly and annual combined financial statements. Perform ad hoc reporting, document review and analysis.
- Analyze, prepare schedules and respond to inquiries in support of various audits. Educate audit staff on District operations, policies and processes.
- Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting or other tax requirements.
- Lead and implement process improvements, new procedures, policies, software applications and financial reporting tools. Assist in implementation of changes in accounting standards. Represent the Accounting department on cross-functional teams, committees and special projects to ensure adequate internal controls are established for the proper recording of transactions and the safeguarding of assets.
- Train coworkers throughout the District on accounting processes. Build and maintain relationships with key stakeholders to maintain effective oversight and understanding of District's activities which contributes to early identification of transactions and changes that could have potential accounting and reporting impacts. Review work of peer and lower level analysts for accuracy.
- This position may be designated as a District Records Coordinator.
Reports To
Director – Accounting-Controller
Overtime exemption
Exempt
Qualifications
Education
Equivalent experience (year for year) may substitute for required education.
- Bachelor's Degree (B.S., B.A.) in Accounting or Business Administration from a four-year college or university; or equivalent combination of education and experience is required.
Experience
Analyst I
- 2+ years of accounting or financial experience (budgeting or financial analysis) is required.
- Experience in public sector or utility accounting is desired.
Analyst II
- 4+ years of accounting or financial experience (budgeting or financial analysis) is required.
- Utility industry experience is preferred.
Analyst Senior:
- 6+ years of accounting or financial experience (budgeting or financial analysis) is required.
- 3+ years of public sector utility accounting is required.
Licenses and Certifications
- Certified Public Accountant (CPA) desired
Skills and Abilities
A fully skilled incumbent will have the following knowledge skills & abilities:
Analyst I (a full list will be provided in the job description at the time of interview)
- Basic knowledge of financial accounting and reporting practices
- Basic knowledge of accounting standards and regulations for governmental organizations.
- General business, economic and accounting theory
- General knowledge of the operations of the assigned system, business line or functional area
- Computer application tools including Microsoft Excel, Word, PowerPoint, Outlook
- Must be proficient in reading, writing and speaking English.
Analyst II (a full list will be provided in the job description at the time of interview)
- State requirements including BARS, RCW's and WAC's
- State and Federal laws related to tax reporting and remittance
- State and Federal Grant accounting and reporting laws
- Proper internal control techniques
- Computer application tools including Microsoft Excel, Word, PowerPoint, Outlook
- Enterprise Resource Planning (ERP) software and reporting tools, i.e. Oracle/PeopleSoft
- Centralized Maintenance Management System, i.e. Maximo
- Business Intelligence and data analysis software i.e. Cognos
- Document Management Software, i.e. Filenet
- Financial Close Software, i.e. Blackline
Analyst Senior (a full list will be provided in the job description at the time of interview)
- In-depth knowledge in at least one of the assigned system/business lines, including but not limited to: retail electric, wholesale energy, hydro generation, transmission, telecom, water, wastewater, shared services, or financing facilities
- In-depth knowledge in at least one specialized area, including but not limited to: inventory, debt activity, energy risk management, revenue recognition, asset management, shared cost allocations, payroll, intersystem eliminations, derivatives, vehicles, regulatory accounting, projects, plant, general ledger maintenance, intersystem reconciliation or financial statement consolidation.
- Strategic/business planning processes, including budgeting and forecasting
- An understanding of financial and economic conditions of the utility industry
- Current knowledge of applicable records retention laws, regulations, District policies and guidelines.
- Model high standards of integrity, openness and respect in daily behaviors
- Advanced level financial/analytical skills
Physical Demands
- Sitting - Frequently
- Standing - Occasionally
- Walking - Occasionally
- Lifting 11-25 lbs Waist-Shoulders - Occasionally
- Stooping/Bending - Occasionally
- Reach Waist to Shoulder - Occasionally
- Wrist/hand/fingers manipulation (keyboarding, mousing, etc.) - Frequently
- Repetitive Motions - Frequently
- Talking - Frequently
- Hearing - Frequently
- Visual - Near Acuity - Frequently
- Visual - Depth Perception - Occasionally
Working Conditions
- Noise Intensity Level: - Moderate
District Values
- Safety - Protect public and employee health and safety
- Stewardship - Acting on behalf of customer-owners, protecting public resources entrusted to us
- Trustworthy - Competence, integrity, respect
- Operational Excellence - High-quality innovative work execution
Equal Opportunity/ADA
Chelan PUD is an Equal Employment Opportunity employer (EOE Minorities/Females/Protected Veterans/Disabled). We value diversity at all levels of the organization. All qualified applicants will receive consideration for employment without regard to any protected classifications as defined by law.
EEO Law Posters can be found on the main Careers (chelanpud.org) page in English and Spanish.
The job functions and physical requirements described above are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.