| 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 The Accounting & Reporting Analyst Sr is responsible for developing, maintaining and generating complex financial and accounting reports to support accounting requirements, financial analysis, budgeting, benchmarking and data-driven decision-making using Enterprise Resource Planning (ERP) and Business Intelligence (BI) tools. Update and maintain finance systems and data by applying policies, procedures and generally accepted accounting principles. Perform complex 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. Work output has considerable impact on financial reporting, decision-making processes and is essential for achieving District financial goals. Responsibilities - Prepare, examine and/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. Investigate complicated and unusual fluctuations in financial results, monitoring variances, identifying key drivers and recommending actions. Analyze, prepare schedules and respond to inquiries in support of various audits. Educate audit staff on District operations, policies and processes.
- Serve as subject matter expert for finance systems and facilitate functional testing for fixes, updates and new features related to the PeopleSoft General Ledger, Asset Management, Business Intelligence and other key finance systems. Troubleshoot and identify the root cause of system technical issues and recommend solutions to prevent future occurrences. Participate in system upgrades, changes, and complex troubleshooting. Identify gaps and opportunities for automation. Maintain PeopleSoft chart of accounts and tree structure for changes to account and reporting structure.
- 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. Assist with research and implementation of new accounting and reporting requirements. Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting or other tax requirements.
- Provide budgeting and internal reporting support to Strategic Financial Planning (SFP) department. Cross train with various groups and professional staff on reporting tools.
- Identify, research, recommend, and lead system and process improvement initiatives to support innovation, standardization, workflow efficiencies and streamline operations. Guide continuous process improvement to further leverage finance systems and ensure consistency.
- 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. Collaborate with operations, business offices and other process owners to identify and implement system-based solutions to emerging issues caused by changes in business requirements. 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.
- 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). Employees with access to confidential employee records and information are required to restrict access from any unauthorized person, except on a need to know basis.
Reports To: Director – Accounting-Controller Overtime exemption: Exempt Qualifications Education: Equivalent experience (year for year) may substitute for required education. - Bachelor's Degree in Information Technology, Management Information Systems, Accounting, Business Administration, or equivalent combination of education and experience is required.
Experience: - 6+ years experience in Information technology, accounting or reporting is required.
- 3+ years of functional analysis experience supporting PeopleSoft or another Enterprise Resource Planning (ERP) system is required.
- Experience in public sector utility accounting is preferred.
Skills and Abilities: A fully skilled incumbent will have the following knowledge skills & abilities: - Comprehensive knowledge of District financial processes, advanced knowledge of computer information technology practices and how to apply them to business processes.
- Advanced knowledge of process automation tools.
- In-depth and broad knowledge of financial accounting, budgeting and reporting practices for utilities.
- 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.
- State reporting requirements including Budgeting, Accounting, and Reporting System (BARS).
- Proper internal control techniques and monitoring.
- Advanced Data extraction skills.
- Advanced level financial/analytical skills.
- Thorough and accurate work.
- Model high standards of integrity, openness and respect in daily behaviors.
- Problem solving to resolve moderately complex IT issues and accounting related transactions.
- Detail oriented yet able to identify issues and grasp concepts at a broader level.
- Understand and appropriately apply principles, procedures, requirements, regulations and policies.
- Perform research and analysis in support of management decisions.
- Strong verbal and written communication skills, including technical and business writing.
- Active listening and open to feedback and new ideas.
- Team-oriented, collaborative approach to working with others.
- Strong ability to effectively analyze and report on financial & statistical information.
- Clear understanding of the data and how best to present the information to solve end-user questions.
- Develop ad-hoc queries and perform analysis to support data-driven decisions.
- Utilize technology for decision support, to document work and automate processes.
- Keep up to date technically and apply appropriate accounting guidance and theory to daily transactions and significant events.
- Quickly learn complex processes and new technologies, recommend appropriate changes, lead implementations and teach others.
- Troubleshoot complex financial system issues and accounting transactions with minimal management intervention.
- Identify potential problems and enhancement opportunities and use logic and deductive reasoning to develop numerous ideas and recommend solutions.
- Maximize the utilization of the financial system's capabilities and expert at maneuvering in the systems.
- Perform self-review and secondary review to ensure work product is complete and thorough.
- Prioritize and self-manage workload, take ownership and ensure timely resolution of tasks in a professional manner.
- Assume changing responsibilities and assignments as part of a plan for personal and professional growth within a cohesive team.
- Must be proficient in reading, writing and speaking English.
Background Screening - Chelan County Public Utility District #1 conducts background screening of personnel who have access to employee confidential information, such as social security numbers, birth certificates, marriage certificates, and/or HIPAA protected information. Physical Demands - Sitting - Frequently
- Standing - Occasionally
- Walking - Occasionally
- Lifting 1-10 lbs Floor-Waist - Occasionally
- Lifting 1-10 lbs Waist-Shoulders - Occasionally
- Lifting 1-10 lbs Above Shoulders - Occasionally
- Lifting 11-25 lbs Floor-Waist - Occasionally
- Lifting 11-25 lbs Waist-Shoulders - Occasionally
- Climb Stairs - Occasionally
- Stooping/Bending - Occasionally
- Reach Floor to Waist - Occasionally
- Reach Waist to Shoulder - Occasionally
- Reach Above Shoulder - Occasionally
- Wrist/hand/fingers manipulation (keyboarding, mousing, etc.) - Frequently
- Hand Controls (joy stick, controls on equipment, etc.) - Frequently
- Repetitive Motions - Frequently
- Talking - Regularly
- Hearing - Regularly
- Visual - Near Acuity - Regularly
- Visual - Color Discrimination - Frequently
Working Conditions - Noise Intensity Level: - Moderate 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. Pursuant to the Cardholder Information Security Program (CISP) of 2001, Chelan County Public Utility District #1 is mandated to conduct background screening of personnel granted rights to access credit card holder information. The statements contained herein reflect general details as necessary to describe the principal functions for this job, the level of knowledge and skill typically required, and the scope of responsibility. This should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods or otherwise to balance the workload. 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 page in English and Spanish. Chelan PUD will not be offering any work visa sponsorship for this role. Pay Transparency Nondiscrimination Provision The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-I.35(c) |
