Manager, Capital Budget

California Water Service

. Lead the annual capital budget process for all Cal Water districts and subsidiaries .

Posted 10/23/2026full-timeSan Jose • California • United StatesMid-LevelSenior💰 $104,800 - $230,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in capital budgeting, financial analysis, and project management within the water utility sector, with a strong focus on strategic planning and compliance with regulatory standards. Proficient in utilizing PowerPlan for budgeting processes and presenting financial data to stakeholders.

Highest-signal resume keywords

Capital BudgetingFinancial AnalysisPowerPlan AdministrationProject ManagementCPUC Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Capital BudgetingFinancial AnalysisCost EstimatingForecastingReportingBudget ManagementProject TrackingCapital Portfolio ManagementMicrosoft OfficeEngineering Practices

Soft Skills

LeadershipTime ManagementOrganizational SkillsPresentation SkillsProblem-Solving

Tools & Technologies

PowerPlanBudgeting SoftwareCost DatabasesCost Catalog Governance

Certifications & Qualifications

Certified Public Accountant (CPA)Valid California Driver License

Industry Keywords

Capital Project PlanningWater Utility FacilitiesCPUC RulesRate Case FilingsCost Estimating Principles

About the role

Key responsibilities & impact

Lead the annual capital budget process for all Cal Water districts and subsidiaries
Prepare, forecast, administer, and manage annual capital budgets for each business unit
Review and approve specific capital funding projects and non-specific work orders
Provide strategic oversight of the company’s cost estimating program
Maintain, update, forecast, and improve company budget standards and processes
Support long-range vision, mission, and strategic planning for the Capital Planning team
Assemble, present, and manage annual subsidiary group budgets and three-year budgets for California General Rate Case filings
Manage staff, including assigning work, conducting performance reviews, overseeing training and development, and making personnel recommendations
Coordinate PowerPlan and budgeting-process training workshops and events
Partner with districts and departments to maintain annual capital and rate case budgets
Serve as primary PowerPlan budget administrator and support program upgrades
Oversee non-specific and blanket work orders, forecasts, and spending-reduction recommendations
Oversee capital cost estimating standards, methodologies, consultants, cost databases, cost catalog governance, and quality assurance
Respond to California Public Advocates Office and CPUC data requests and prepare rebuttals for capital budgets and projects
Support the Rates department and General Rate Case submissions and settlement process
Co-lead yearly Project Manager validation to estimate annual investment and close targets
Compile budgets for Hawaii, Washington, New Mexico, Travis AFB, and other operating districts and acquisitions
Report carryover project totals for Officer and GRC filings
Analyze Earnings Test impacts and recommend district projects
Interact with engineering, operations, and other departments regarding project parameters and estimated costs
Oversee completed-project budget-to-actual and schedule performance reporting
Provide capital-spend and close forecasts, monitor actuals against targets, and ensure annual goals are met
Prepare presentations for and interact with Company Officers and Board members
Create training documentation and communicate budget processes, changes, and best practices
Participate in project teams, advisory committees, and Continuous Improvement projects
Perform work on site in the assigned office location

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, Financial Management, Economics, Business Administration, Engineering or related field
Five years of progressively responsible experience in capital budgeting, forecasting, financial analysis, reporting, capital portfolio management, or related fields
Management experience desirable
Experience administering or supporting PowerPlan or similar enterprise capital budgeting systems strongly preferred
Knowledge of capital project budgeting and high-level capital cost estimating principles desirable
Certified Public Accountant (CPA) is desirable
Valid California Driver License
Knowledge of supervisory principles, practices, and techniques
Knowledge of forecasting, tracking, and reporting of projects and programs of various sizes and budgets
Knowledge of CPUC rules, regulations, and rate case filings
Broad knowledge of cost estimating principles, standard practices and software programs
Broad knowledge of capital project planning
Broad knowledge of engineering and project management practices related to planning, design, construction and operations for water and wastewater utility facilities
Ability to present budget numbers and analysis to management
Strong verbal, written, and presentation skills
Ability to work effectively with contractors, vendors, consultants, regulators, and internal staff
Ability to write clear and concise general and technical policies, procedures, and instructions
Strong capabilities using Microsoft Office applications to create spreadsheets, presentations, and written documents
Demonstrated troubleshooting and problem-solving skills
Demonstrated leadership skills
Demonstrated time management and organizational skills

Benefits

Comp & perks

Meaningful career with a purpose-driven organization
Top Workplace® recognition
Great Place to Work® recognition
J.D. Power leader in customer satisfaction recognition
Equal employment opportunity policy
Non-discrimination protections for applicants and employees