Budget & Management Analyst I-III

Budget & Management Analyst

Under general direction, is responsible for performing professional level work involving the planning, analysis, and monitoring of municipal or outside agencies' operations which may include revenue and expenditure elements of the annual and six-year capital budget; preparing the annual five year financial forecast; and completing special projects as assigned. Working conditions are primarily inside an office environment. Depending on the position/level, may exercise supervision.

This advertisement will be used to fill the position at one of the following Budget & Management Analyst levels:

• Budget & Management Analyst I: Hourly: $25.35 - $38.03
• Budget & Management Analyst II: Salary: $64,097.02 - $96,145.66 Annually
• Budget & Management Analyst III: Salary: $70,666.96 - $106,000.44 Annually

Work Location City Tower - 100 West Houston Street, San Antonio, TX 78205

Work Schedule 8:30 AM - 5:30 PM; Monday - Friday. Occasional weekends and holidays

**FLSA DEPENDENT UPON POSITION**

Essential Job Functions

Budget & Management Analyst I:

• Prepares and administers annual revenue and expenditure budgets and the five year financial forecast for an assigned group of departments or outside agencies.
• Monitors departmental and agency expenditures to insure compliance with approved appropriations and pertinent local, State, and Federal regulations.
• Prepares written reports and oral presentations on project results and budget recommendations.
• Prepares quarterly status reports for the City Manager and City Council on status of pre-selected performance measures, revenue collections, and expenditures.
• Attends meetings with department representatives, department heads, City Manager, and City Council when resolving annual budget; attends public hearings on budget process.
• Analyzes requests for budget adjustments and provides recommendations to Budget Manager on approval of request.
• Analyzes departmental budget submissions for accuracy and appropriateness, provides written recommendations to management on departmental requests for program improvements, and when necessary, mandates reductions to service; works with departments to resolve budget concerns.
• Coordinates preparation and development of monthly and quarterly financial reporting and develops explanations of variances between budgeted and actual revenues and expenditures; evaluates departmental revenue and expenditure estimates and makes necessary adjustments.
• Reviews, analyzes and makes recommendations regarding the fiscal information contained in departmental memos requesting City Council action.
• Coordinates and monitors the implementation of new budget initiatives adopted by City Council; compiles and reviews implementation plans and monthly status updates.
• Coordinates preparation and publication of proposed and adopted budget documents.
• Develops detailed narrative explanations of changes in departmental budgets.
• Performs related duties and fulfills responsibilities as required.

Budget & Management Analyst II:

• Prepares and administers and may direct annual revenue and expenditure budgets and the five year financial forecast for an assigned group of departments or outside agencies.
• Monitors departmental and agency expenditures to ensure compliance with approved appropriations and pertinent local, State, and Federal regulations.
• Prepares written reports and oral presentations on project results and budget recommendations.
• Prepares quarterly status reports for City Manager and City Council on status of pre-selected performance measures, revenue collections, and expenditures.
• Attends meetings with department representatives, department heads, City Manager, and City Council when resolving annual budget; attends public hearings on budget process.
• Analyzes requests for budget adjustments and provides recommendations to Budget Manager on approval of request; identifies fund condition and/or issues and recommends solutions.
• Analyzes departmental budget submissions for accuracy and appropriateness, provides written recommendations to management on departmental requests for program improvements, and when necessary, mandates reductions to service; works with departments to resolve budget concerns.
• Demonstrates continuous effort to improve operations, decrease turnaround times, streamline work processes, and work cooperatively and jointly to provide quality customer service.
• Coordinates preparation and development of monthly and quarterly financial reporting and develops explanations of variances between budgeted and actual revenues and expenditures; evaluates departmental revenue and expenditure estimates and makes necessary adjustments.
• Reviews, analyzes and makes recommendations regarding fiscal information contained in departmental memos requesting City Council action.
• Coordinates and monitors the implementation of new budget initiatives adopted by City Council; compiles and reviews implementation plans and monthly status updates.
• Coordinates preparation and publication of proposed and adopted budget documents.
• Develops detailed narrative explanations of changes in departmental budgets.
• Performs related duties and fulfills responsibilities as required.

Budget & Management Analyst III:

• Prepares, administers, and may direct annual revenue and expenditure budgets and the five-year financial forecast for an assigned group of departments or outside agencies.
• Plans, directs, and evaluates the work of assigned staff. Assists in selecting, motivating, and evaluating department staff; provides or coordinates training and works with employees to correct deficiencies; assists in implementing and administering disciplinary and termination procedures.
• Monitors and may direct departmental and agency expenditures to ensure compliance with approved appropriations and pertinent local, State, and Federal regulations.
• Prepares and may direct preparation and delivery of written reports and oral presentations to City Manager, Executive Leadership Team and Department Directors; coordinates and prepares reports and correspondence in response to requests for information.
• Collaborates with managers to review strategic direction and conceptualizes and executes visual communication materials and/or graphics that meet objectives.
• Prepares and may direct quarterly status reports for City Manager and City Council on status of pre-selected performance measures, revenue collections, and expenditures.
• Attends meetings with department representatives, department heads, City Manager, and City Council when resolving annual budget; attends public hearings on budget process.
• Analyzes requests for budget adjustments and provides recommendations to Budget Manager on approval of request; identifies fund condition and/or issues and recommends solutions.
• Analyzes departmental budget submissions for accuracy and appropriateness, provides written recommendations to management on departmental requests for program improvements, and when necessary, mandates reductions to service; works with departments to resolve budget concerns.
• Demonstrates continuous effort to improve operations, decrease turnaround times, streamline work processes, and work cooperatively and jointly to provide quality customer service.
• Coordinates and may direct preparation and development of monthly and quarterly financial reporting and develops explanations of variances between budgeted and actual revenues and expenditures; evaluates departmental revenue and expenditure estimates and makes necessary adjustments.
• Reviews, analyzes, and makes recommendations regarding fiscal information contained in departmental memos requesting City Council action.
• Coordinates and monitors the implementation of new budget initiatives adopted by City Council; compiles and reviews implementation plans and monthly status updates.
• Assists with department performance reviews and monitors and evaluates performance measures and other research studies designed to improve departmental efficiency and effectiveness of services delivered.
• Directs preparation and publication of proposed and adopted budget documents.
• Develops and may direct detailed narrative explanations of changes in departmental budgets.
• Assists in preparation and administration of employee training programs.
• Performs related duties and fulfills responsibilities as required.

Job Requirements

Budget & Management Analyst I:

• Bachelor's Degree from an accredited college or university with coursework in Public or Business Administration, Finance, Accounting, or other related field.

Budget & Management Analyst II:

• Bachelor's Degree from an accredited college or university with coursework in Public or Business Administration, Finance, Accounting, or other related field.
• Two (2) years' experience in organizational and management analysis or governmental accounting and budgeting procedures.

Budget & Management Analyst III:

• Bachelor's Degree from an accredited college or university with coursework in Public or Business Administration, Finance, Accounting, or other related field.
• Three (3) years of increasingly responsible experience in organizational and management analysis or governmental accounting and budgeting procedures.

Preferred Qualifications:

• Proficient in Microsoft Office
• Professional experience working with Microsoft Excel