Budget and Management Analyst - G124

Budget And Management Analyst

This position performs financial analysis duties to assist departments in the preparation and execution of annual budgets. An incumbent in this position may be designated "Senior Budget and Management Analyst."

Responsibilities include :

• Preparing and publishing the annual Budget Book summary document of the Adopted Operating and Capital Budgets.
• Recommending annual operating budgets for assigned departments including anticipated revenue and projected expenditures.
• Creating annual graphs, spreadsheets, tables, graphics, and summary text to provide information in regard to portions of the Annual Operating Budget.
• Planning and performing trend analysis and revenue projects; determining financial and socio-economic indicators; performing analysis of operating position, debt structure, unfunded liabilities, and fund balance; calculating millage rate; designing and utilizing forecasting models and statistical techniques.
• Analyzing monthly departments' funding requests; assessing needs with regard to stated Management Plans.
• Preparing City Council agendas, CIP, travel, and commodity approval items as assigned; assisting departments in the preparation of agenda items.
• Performing special projects requiring research and written reports including responses to employee suggestions and inquiries from the public and management personnel.
• Reviewing and analyzing year-to-date revenue summary and expenditure summary for assigned departments; determining problem areas, contacting departments to initiate corrective action.
• Training others in various policies, procedures, and systems i.e. purchasing card training and financial or budget applications; assisting with troubleshooting as necessary.
• Analyzing and processing personnel action requests, such as promotions, separations, transfers, reclassifications, salary changes, etc.; assisting with maintaining accurate position control information in all applicable databases.
• Working with Human Resources to develop an annual salary budget; assisting with analysis and implementation of proposed pay plan changes.
• Attending meetings, executive sessions, audits, and committee meetings as needed; responding to questions.
• Other duties include preparing overtime reports of budgetary issues and concerns for each assigned department.
• Performing other related duties as assigned.

Knowledge of the principles and practices of public finance, budgeting, accounting, governmental accounting, and auditing is required. Relevant federal and state laws, local ordinances, and department policies and procedures should also be known. Skills in financial research, statistical analysis, and report presentation are necessary. Problem-solving and decision making, gathering and analyzing complex data, and oral and written communication skills are also important.

A Bachelor's Degree in a Business, Accounting, Finance, Management, or related field is required. Experience sufficient to thoroughly understand the basic principles relevant to the major duties of the position, usually associated with one to three years of experience or service.

The work is typically performed while sitting at a desk or table. The employee must occasionally lift light objects. Required physical abilities include feeling, grasping, handling, hearing, kneeling, manual dexterity, mental acuity, repetitive motion, speaking, and visual acuity.