Strategic Planning & Budget Analyst

*This is an in-office position.

General Statement of Duties

This exempt position is responsible for advanced financial analysis, budget administration, long-range financial planning, performance measurement, and strategic plan implementation for the District. The position serves as the central coordinator for execution of the District's strategic plan, partnering with departments to translate strategic priorities into measurable objectives, action plans, performance measures, and accountability structures. Responsibilities include monitoring operating and capital budgets, performing forecasting and financial modeling, facilitating strategic planning processes, tracking organizational and departmental progress toward strategic goals, identifying risks and barriers to implementation, and providing performance reporting to leadership and the Board. The position promotes organizational alignment, accountability, data-driven decision making, and continuous improvement across all departments.

Supervision Received

Works under the direct supervision of the Chief Financial Officer.

Primary Duties and Responsibilities

• Coordinates implementation, administration, and continuous monitoring of the District's Strategic Plan.

• Serves as the primary resource to department leaders in developing strategic action plans, performance measures, timelines, and implementation strategies.

• Establishes and maintains a strategic performance management framework that tracks progress toward organizational goals and objectives.

• Develops, monitors, and reports key performance indicators (KPIs), success measures, and departmental performance metrics.

• Conducts regular follow-up meetings with departments to review progress, identify obstacles, and develop corrective action plans when strategic objectives are not on track.

• Provides ongoing support and guidance to departments in aligning operational activities, budgets, projects, and staffing resources with strategic priorities.

• Maintains accountability systems that track strategic initiatives, project milestones, deliverables, and performance outcomes.

• Prepares and presents quarterly and annual strategic plan performance reports for executive leadership, the Board, and other stakeholders.

• Identifies organizational trends, emerging issues, risks, and opportunities that may affect achievement of strategic objectives.

• Facilitates annual strategic plan updates and assists leadership in evaluating priorities, measures, and organizational performance.

• Collaborates with departments to ensure consistent reporting standards, data collection methodologies, and performance measurement practices across the District.

• Promotes a culture of accountability, transparency, and continuous improvement through strategic performance monitoring and organizational assessment.

• Supports development and monitoring of the Capital Improvement Program and long-range financial plans.

• Performs financial modeling, operational analysis, and special studies to evaluate programs, projects, and initiatives.

• Assists with annual audit activities, ACFR preparation, surveys, and other financial reporting requirements.

• Performs other related duties as assigned.

Knowledge, Skills & Abilities

• Comprehensive knowledge of strategic plan implementation methodologies, organizational performance management, project tracking systems, and accountability frameworks.

• Advanced knowledge of budgeting, forecasting, financial analysis, and governmental finance principles.

• Knowledge of strategic planning, performance management, KPI development, and organizational effectiveness.

• Ability to facilitate cross-departmental collaboration, drive organizational alignment, monitor strategic outcomes, and support departments in achieving established goals and objectives.

• Strong analytical, problem-solving, and critical-thinking skills.

• Excellent written, verbal, presentation, and facilitation skills.

• Advanced proficiency in Microsoft Excel, financial systems, reporting tools, and data analysis software.

• Ability to build effective relationships with leadership, department managers, employees, and external stakeholders.

• Ability to manage multiple priorities while meeting deadlines in a fast-paced environment.

• Ability to translate complex financial and performance data into actionable recommendations.

Qualifications/Experience

• Bachelor’s degree in Finance, Accounting, Business Administration, Public Administration, Economics, or related field required.

• Three to five years of progressively responsible experience in budgeting, financial analysis, strategic planning, performance management, or governmental finance.

• Special District, Municipal, or other government experience preferred.

• Project management and performance measurement experience preferred.

• Must have a Motor Vehicle Record within the Acceptable or no less than Borderline rating according to the Vehicle Policy.

Working Conditions/Physical Activities

• Monday through Friday, 40-hour workweek.

• Standard office environment with constant interruptions and deadlines; mostly sedentary work with computer uses for prolonged periods.

• Vision to read and interpret reports and other written documents; speech communication and hearing to maintain communication with employees and citizens.

• Light physical effort required by handling objects up to 10 to 15 pounds occasionally and/or up to 5 pounds frequently.

Applications will be accepted until filled. Interested candidates are encouraged to apply promptly, as first review of applications may occur prior to the closing of the recruitment.