The Manager of Strategic Planning and Analysis provides strategic planning and analytical services to advance IRWD’s strategic interests, optimize the services provided by the District, and ensure the District’s current and future financial and rate stability.
The Ideal Candidate
The ideal Manager of Strategic Planning and Analysis is:
A Leader with a strong work ethic, and sound judgment. An Effective Communicator and accomplished presenter who represents the District in a professional manner in all settings.
A Critical Thinker who is strategic and forward-thinking, with the vision and commitment to seek continuous improvement in the effectiveness and efficiency of District operations.
A Financial Expert with advanced mathematical and financial analysis abilities that assists in strategic thinking, data-driven decision-making, and the discovery of new, valuable conclusions
A Collaborator who actively seeks the input of others and candidly expresses their ideas to ensure IRWD's overall success.
Ethical and committed to exercising appropriate professional discretion when handling and disseminating sensitive and/or confidential information.
The Application Process Interested and qualified individuals are invited to submit a completed application, and supplemental questionnaire. The deadline for the first review of applications is Thursday, September 28, 2023. Applications received by this date will receive first consideration. This position will remain open until filled.
Summary of Duties
Financial Analysis and Forecasting
Develop financial models to support other departments and provide analytical support as requested and lead and/or participate in multi-disciplinary teams conducting life cycle cost and benefit analyses of strategic projects and programs.
Monitor and report on the performance of revenue-generating projects and programs, including IRWD solar energy and battery storage contracts.
Analyze revenues and expenses versus budget on a quarterly basis. Forecast revenues and expenses for the fiscal year.
Update the IRWD Long-Term Financial Plan to ensure fair and equitable allocation of costs between IRWD’s Improvement Districts. Develop analyses and recommendations to ensure the adequacy of connection fees and property taxes to cover new infrastructure capital through the District’s development build-out in accordance with District policies.
Collaborate with all departments, consolidate, and report analytical data to enhance the District’s ability to make data-driven managerial, operational, and financial decisions. Provide subject matter expertise in developing and implementing enterprise data analysis and business intelligence tools for District managers and Senior Staff.
Develop and instruct others how to create, use, test, and verify structured query language data queries from the District’s enterprise data management systems to support the District’s managerial, operational, and financial needs utilizing data science principles.
Operating Budgets and Rate Setting
Direct the preparation of the annual operating and non-operating budgets, which includes input from all departments.
Manage the process for generating updated customer rates and charges based on annual expenses.
Update IRWD’s Cost-of-Service model to support the District’s rate-setting process and lead efforts to ensure compliance with requirements of Proposition 218 relative to rate-setting.
Update IRWD’s enterprise model(s) that support rate-setting, including connection fees and property taxes, in consideration of IRWD’s future new and replacement capital needs, cash reserve objectives, and other future liabilities.
Staff Developmentand Training
Promote the District’s Values by exemplifying professional behavior in alignment with the Values and by advocating for the meaning and importance of the Values as needed.
Select, train, and review the performance of staff members and make appropriate recommendations regarding salary adjustments, promotions, and disciplinary action.
Plan, organize, and supervise the work of others as assigned.
Comply with District safety work-related practices, attend relevant safety training, and advocate for the District’s Safety-based culture.
Attend and participate in meetings of the Board of Directors and related committees as required, presenting analyses and recommendations to the Board members as requested.
Other related duties as assigned.
A combination of education and experience equivalent to a bachelor’s degree in finance, data analytics, business, accounting, or related field. A Master of Business Administration is preferred.
Five (5) years of progressively responsible experience in a public agency or corporate finance environment with advanced knowledge in financial modeling and analysis; and
Three (3) years of supervisory experience is required.
Irvine Ranch Water District (IRWD) is a progressive, values-driven agency, with an international reputation for its leading-edge financial management practices, water recycling program, water use efficiency practices, water banking, urban runoff treatment, and energy generation and storage. Established in 1961 as a California Water District under the provisions of the California Water Code, IRWD is an independent special district serving central Orange County. IRWD provides high-quality drinking water, reliable sewage collection and treatment, ground-breaking recycled water programs, and environmentally sound urban runoff treatment to its customers. As an independent, not-for-profit public agency, IRWD is governed by a publicly elected five-member Board of Directors. The Board is responsible for the District's policies and decision-making. Day-to-day operations are supervised by the General Manager. Additional information can be found at the District's website: www.IRWD.com