Management & Budget Officer Job Description

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CHARACTERISTICS OF THE CLASS

Under the general direction of the Director of Finance, Financial Services, performs highly technical, professional, analytical work of considerable difficulty in the preparation, analysis, and monitoring of the City’s budget, including periodic budget reports for the City Manager and City Council.    Work is performed with wide latitude for independent judgment within professional standards and established policy.  Work requires considerable initiative and expertise in budgetary and general management analysis. Incumbent will be required to work in excess of standard 40-hour work week to complete certain tasks.   Work is evaluated through observation, conferences, oral and written reports, and through results obtained.  Performs other work as required.

EXAMPLE OF DUTIES

ESSENTIAL FUNCTIONS

Prepares annual City budget document. This includes but is not limited to review of department budget submittals, revenue projections, trend analysis, communications with departments’ staff, meetings with the City Manager and City Council, preparation of transmittal letters, proposed budget and millage advertisements, TRIM compliance, presentations at public meetings, and publication and distribution of the adopted budget.

Calculates millage rate, and prepares and submits all related forms to the Florida Department of Revenue, County Property Appraiser, and County Tax Collector.

Provides direction and support to departments to develop and administer their budgets; reviews and analyzes departmental budget requests and revisions, and makes recommendations for business practices to enhance revenues or reduce expenditures.

Provides various reports and recommendations regarding the status of the budget in relation to projections, including quarterly budget reviews and resolutions amending the annual budget.

Transforms the detailed budget into a more meaningful management administrative tool.

Provides advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.

Examines budget estimates for completeness, accuracy, and conformance with procedures and regulations,

Seeks new ways to improve efficiency and increase fiscal strength to the city.

Reviews operating budgets to analyze trends affecting budget needs.

Prepares agenda items for transmittal to City Council.

Provides information; responds to inquiries and questions from the public, the news media, elected officials, senior management, other government entities, and other employees regarding the budget.

Monitors General, Special Revenue, Enterprise, Internal Service, and Capital Projects Funds revenues and expenses.

Communicates clear direction, manages for results and leads organizational change.

Monitors authorized positions in automated position control system.

Monitors purchases to ensure compliance with the budget.

Prepares financial analyses in support of management initiatives and union negotiations.

Provides training to departmental staff as needed.

Supervises, trains, and develops Budget office staff.

Establishes documented Budget policies and procedures.

Responds to surveys.

Serves as Acting Finance Director in the absence of the Assistant Finance Director, as needed.

REQUIREMENTS 

A.        TRAINING AND EXPERIENCE

Bachelor’s Degree in Public Administration, Business Administration, Finance, Accounting, or related field.   Requires three years municipal or county government experience as Budget Officer or Senior Management Budget/Finance professional preparing and responsible for that government’s annual budget.  Must have recent experience with Florida TRIM laws, automated financial management systems, trend analysis, and direct supervisory experience.  Proficient in using computers and modern software applications.  An equivalent combination of education and experience, as determined by the Director of Finance, may be considered.

B.        KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of budget preparation analysis, and best practices.

Knowledge of the principles and practices of governmental accounting.

Knowledge of local, state, and federal laws, rules, and regulations regarding budget adoption and TRIM compliance.

Knowledge of the organization, functions, policies, and administrative procedures of City government.

Ability to maintain complex financial records and to analyze and prepare reports from same.

Ability to establish and maintain an effective working relationship with City officials, employees and the public.

Ability to organize and effectively present oral and written reports, findings, and recommendations.

Ability to communicate with tact and diplomacy.

Ability to prepare, review, and present the annual Budget.

Ability to supervise and evaluate staff.

Ability to work quickly and accurately to meet deadlines.

Skill in identifying and effectively recommending new sources of revenue.

Skill in the use of sophisticated computer based data information systems.

Skill in the use of personal computers and spreadsheet preparation, including Microsoft Word, Excel, and other modern computer program.

C.        PHYSICAL AND MENTAL REQUIREMENTS

Ability to see, read, and comprehend letters, numbers, words, maps, plans, or symbols in English, which are both large and fine print.

Ability to hear, speak, and understand conversation in English.

Ability to print, use cursive writing, and draw letters, numbers, words, characters, and symbols which are legible and understood by others.

Ability to use a typewriter or computer keyboard which requires the use of hands, wrists, and fingers.

Ability to lift, carry, push, pull, and hold items which weigh between one and fifteen lbs., and for distances not to exceed 300 yards.

Ability to walk, stand, and sit for periods not to exceed four (4) hours consecutively.

Ability to bend, kneel, and squat for periods not to exceed (10) ten minutes.

Ability to learn complex tasks and remember how to complete tasks without assistance once trained.

Ability to work regularly scheduled hours and beyond as the workload requires.

Ability to work under stressful conditions when deadlines are short.

Ability to deal with pressure of multiple deadlines and public presentations.

Ability to maintain high level of concentration despite constant interruptions. 

Ability to be flexible and change priorities at a moment’s notice.

 

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 CONTRACT OF EMPLOYMENT.

 Revision date - 8/5/16