Budget and Management Analyst G124 Finance

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."

• Prepares and publishes the annual Budget Book summary document of the Adopted Operating and Capital Budgets.
• Recommends annual operating budgets for assigned departments including anticipated revenue and projected expenditures.
• Creates annual graphs, spreadsheets, tables, graphics, and summary text to provide information in regard to portions of the Annual Operating Budget.
• Plans and performs trend analysis and revenue projects; determine financial and socio-economic indicators; performs analysis of operating position, debt structure, unfunded liabilities, and fund balance; calculates millage rate; designs and utilizes forecasting models and statistical techniques.
• Analyzes monthly departments' funding requests; assesses needs with regard to stated Management Plans.
• Prepares City Council agendas, CIP, travel, and commodity approval items as assigned; assists departments in the preparation of agenda items.
• Performs special projects requiring research and written reports including responses to employee suggestions and inquiries from the public and management personnel.
• Reviews and analyzes year-to-date revenue summary and expenditure summary for assigned departments; determine problem areas, contacts departments to initiate corrective action.
• Trains others in various policies, procedures, and systems i.e. purchasing card training and financial or budget applications; assists with troubleshooting as necessary. Analyzes and processes personnel action requests, such as: promotions, separations, transfers, reclassifications, salary changes, etc.; assists with maintaining accurate position control information in all applicable databases.
• Works with Human Resources to develop an annual salary budget; assist with analysis and implementation of proposed pay plan changes.
• Attends meetings, executive sessions, audits, and committee meetings as needed; responds to questions.
• Other duties include preparing overtime reports of budgetary issues and concerns for each assigned department.
• Performs other related duties as assigned.

Knowledge of the principles and practices of public finance, budgeting, accounting, governmental accounting, and auditing.

Knowledge of relevant federal and state laws, local ordinances, and department policies and procedures.

Knowledge of the methods and techniques of financial research, statistical analysis, and report presentation.

Problem-solving and decision making.

Gathering and analyzing complex data.

Oral and written communication skills, ability to instruct others, ability to interact well with others.

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.

• Feeling – perceiving attributes of objects by touch with skin, fingertips.
• Grasping – applying pressure to object with fingers, palm.
• Handling – picking, holding, or working with whole hand.
• Hearing 1 – perceiving sounds at normal speaking levels, receive information.
• Hearing 2 – receive detailed information, make discrimination in sound.
• Kneeling – bending legs at knee to come to rest at knees.
• Manual Dexterity – picking, pinching, typing, working with fingers rather than hand.
• Mental Acuity – ability to make rational decisions through sound logic, deductive reasoning.
• Repetitive Motion – substantial movements of wrists, hands, fingers.
• Speaking – expressing ideas with spoken word, convey detailed, important instructions accurately, concisely.
• Talking 1- expressing ideas by spoken word.
• Visual Acuity 1 - prepare, analyze data, transcribing, computer terminal, extensive reading.
• Visual Acuity 2 - color, depth perception, field of vision.
• Visual Acuity 3 - determine accuracy, neatness, observe facilities/structures.

The work is typically performed in an office, library, or computer room.