CHARACTERISTICS OF THE CLASS
Under the general direction of the Management and Budget Officer, performs a variety of complex and highly technical budget and management analysis functions, while assisting in the development and monitoring of the City’s annual budget. Requires the ability to exercise independent judgement in the application of sound budget practices. The position requires discrete handling of confidential and/or sensitive materials and diplomatic skill in explaining budget procedures and obtaining budget data from City personnel. Assignments are carried out in accordance with general work instructions, professional knowledge of budget and economic issues, State laws, and policies and procedures. Performs other tasks as assigned. Incumbent may be required to work in excess of the 40-hour workweek during preparation of the annual budget and other critical periods. Work is evaluated through observation, conferences, oral and written reports, and through results obtained.
EXAMPLES OF DUTIES
A. ESSENTIAL FUNCTIONS
Performs analyses of revenues and expenditures that are the basis for projections and development of the annual budget.
Reviews data input by departments/divisions into budget preparation software for completeness and to ensure that detailed reasons for changes between budgetary years has been included in the data provided. Contacts the departments to clarify any discrepancies in their budget data.
Runs reports and prepares revenue and expenditure graphs for the various funds for the annual budget document. Coordinates printing of the graphs with the computer operator.
Researches special projects as assigned and prepares associated reports.
Runs financial reports to support budget adjustments and to perform required budget analysis.
Analyzes and documents changes in line item accounts between the budget and actual transactions throughout the year.
Evaluates requests for budget adjustments to the current year’s budget from departments and verifies availability of funds for transfer. Requests additional information if needed. Makes recommendations as appropriate.
Researches accounting entries which have a negative budget impact and determines if a budget adjustment or a journal entry is required to correct the account balance.
Notifies the Management and Budget Officer of variances in revenue and expenditures following actual to budget analysis.
Coordinates with Finance Department and Engineering Department budget and accounting information concerning capital projects.
Reviews summary reports of capital projects for the need for budget transfers.
Works closely with departments to ensure that projects are closed promptly upon completion of the scope of the work.
Reviews the minutes of City Council meetings and prepares and processes all budget adjustments approved by Council following established policy and procedure.
Prepares budget adjustments for departmental, non-departmental, capital project and revenue budgets as needed.
Maintains position control data in the personnel/payroll software for all Council authorized positions.
Prepares salary projections using payroll/personnel software. Salaries are reviewed and projections updated for quarterly reviews several times during the fiscal period.
Prepares estimates of the proposed salary for the next fiscal year for inclusion in the annual budget.
Reviews monthly and quarterly budget status reports for completeness prior to distribution. Also reviews monthly summary spreadsheets and “recap spreadsheet” for accuracy prior to distribution to departments.
Updates monthly revenue spreadsheets for all revenue accounts with budgets of $50,000 or more.
Attends Council Workshops and Public Hearings on the Budget.
A. TRAINING AND EXPERIENCE
Bachelor’s degree in Accounting, Business, Public Administration, Economics or related field supplemented by two years of experience in governmental budgeting, accounting and/or management analysis, or accounting in a complex organization involving a computer-based data and management information system; or equivalent combination of training and experience that provides the required knowledge, skills, and abilities as determined by the Department Director.
B. KNOWLEDGE, SKILLS AND ABILITIES
Knowledge of sound budget and financial management practices.
Ability to understand laws, policies and procedures controlling the annual budget and fiscal record keeping.
Knowledge in the use of personal computers for analytical purposes.
Ability to gather, compile, and analyze data.
Ability to plan and organize work to meet deadlines.
Ability to communicate clearly, both orally and in writing.
Ability to establish and maintain effective working relationships with subordinates, other City employees, and the general public.
Ability to work independently and with little supervision.
C. PHYSICAL AND MENTAL REQUIREMENTS
Ability to work quickly and accurately to meet multiple and/or short deadlines.
Ability to be flexible and change job priorities at a moment’s notice.
Ability to sit for extended periods of time not to exceed two (2) consecutive hours in one day.
Ability to communicate in English, both orally and in writing.
Ability to see, read, and comprehend letters, numbers, and words in English in large and small print.
Ability to print, use cursive writing, and draw letters, numbers words, characters, and symbols which are legible and understood by others.
Ability to operate office equipment which requires the use of hands, wrists, and fingers.
Ability to walk, stand, bend, reach, grasp, kneel, stoop and climb stairs throughout the working day.
Ability to lift, carry, push or pull items that weigh up to 15 lbs. occasionally.
Ability to work in an enclosed area.
Ability to hear, speak, and understand conversation in English spoken in a normal tone of voice.
Ability to learn and complete tasks of simple and complicated manner with little instruction.
Ability to maintain good working relationships with associates and the general public.
Ability to control behavior when encountering stressful situations or short deadlines.
THIS JOB DESCRIPTION IS NOT INTENDED TO BE AND SHOULD NOT BE CONSTRUED AS AN ALL INCLUSIVE LIST OF ALL THE RESPONSIBILITIES, SKILLS OR WORKING CONDITIONS ASSOCIATED WITH THE POSITION. WHILE IT IS INTENDED TO ACCURATELY REFLECT THE POSITION ACTIVITIES AND REQUIREMENTS, MANAGEMENT RESERVES THE RIGHT TO MODIFY, ADD OR REMOVE DUTIES AND ASSIGN OTHER DUTIES AS NECESSARY. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A WRITTEN OR IMPLIED CONTACT OF EMPLOYMENT.
Revision Date - 10/17/05