Management and Budget Analyst

Management & Budget Analyst

The Office of Management and Budget (OMB) is seeking a highly motivated, analytical, and service driven analyst to support the City's long term fiscal sustainability and ensure resources are strategically aligned to meet the evolving needs of our community. Our dynamic team is committed to strengthening operational effectiveness and delivering exceptional service across all City functions. Working at OMB offers a unique opportunity to gain broad exposure to City operations while contributing meaningful analytical insights that support executive leadership and citywide initiatives.

In this role, the Management & Budget Analyst serves as a trusted partner to departments, working collaboratively to evaluate complex financial and operational issues. Analysts exercise independent judgment to prepare, interpret, and present reports, analyses, and recommendations that inform budget development, policy discussions, and organizational strategies. Success in this position depends on the ability to foster strong working relationships, listen carefully to department perspectives, and translate operational insights into clear, data driven recommendations through strong analytical skills and sound decision-making.

Because of the breadth and complexity of City operations and financial practices, this role includes an extended learning curve. Analysts develop deep subject-matter expertise over time, gaining familiarity with City operations, policies, financial practices, and systems through hands on experience and close collaboration with departments. The position is ideal for individuals who are eager to learn, driven to grow, and ready to take on increasingly complex responsibilities as they advance. Analysts also demonstrate resilience by embracing challenges, learning from setbacks, and applying lessons learned to improve future performance.

The OMB Analyst provides thoughtful, proactive support for budget monitoring, community engagement activities, and development of the City's operating budget and capital plan. Analysts balance ongoing responsibilities with emerging priorities, independently managing projects while actively contributing to shared problem-solving efforts with departments. Through collaboration, critical thinking, and a commitment to continuous improvement, OMB Analysts play a vital role in advancing the strategic priorities of the Office of Management and Budget and the City.

Essential Duties

• Perform financial, budgetary, and operational analyses to support City and departmental goals, strategic initiatives, and sound fiscal decision-making.
• Serve as the primary budget office liaison for assigned departments by guiding development, monitoring, and administration of operating and capital budgets, including forecasting, variance analysis, and expenditure tracking.
• Collect, validate, and analyze departmental budget proposals to ensure accuracy, alignment with City policies, and support for sound fiscal decision making.
• Conduct studies of programs, organizational structures, staffing levels, and resource utilization to assess operational effectiveness and identify opportunities for improvement.
• Analyze and interpret complex financial and operational information to assess trends, risks, and future needs, ensuring the integrity of budgets, forecasts, and supporting documentation.
• Prepare and deliver clear, concise, and professional written reports, presentations, and recommendations for leadership, City staff, elected officials, advisory boards, and other stakeholders.
• Participate in & lead cross-functional meetings, committees, and advisory groups to provide financial expertise, support strategic initiatives, and facilitate informed decision-making.
• Produce recurring and ad hoc financial, budgetary, and performance reports using data analytics to monitor organizational performance, support compliance requirements, and inform resource allocation.
• Participate in training, professional development, and knowledge sharing activities to strengthen analytical capabilities and support continuous improvement.
• Evaluate existing practices and recommend enhancements that improve financial analysis, operational performance, efficiency, effectiveness, and customer service.
• Demonstrate flexibility and adaptability in response to changing priorities, competing demands, and time-sensitive requests by organizing and prioritizing workloads.
• Foster an inclusive, respectful, and collaborative work environment that values diverse perspectives and supports organizational goals.
• Exercise discretion and maintain confidentiality when handling sensitive financial and personnel information.

Other duties as assigned:

• Develop labor expense projections by analyzing staffing levels, compensation trends, workload forecasts, and historical spending.
• Forecast indirect costs by looking at overhead, facility needs, technology costs, and the activities of support departments to create clear and reliable cost estimates.
• Prepare capital expenditure projections by assessing project plans, asset lifecycles, funding needs, and historical investment patterns to inform strategic decisions.
• Forecast and analyze local government revenues by evaluating historical trends, economic conditions, policy impacts, and operational drivers to support budget planning and decision making.

Competencies

Financial Acumen

Understands the meaning and implications of key financial indicators. Uses financial analysis to generate, evaluate, and act on strategic options and opportunities. Integrates quantitative and qualitative information to draw accurate conclusions.

Organizational Savvy

Is sensitive to how people and organizations function. Anticipates land mines and plans accordingly. Deals comfortably with organizational politics. Is able to work collaboratively with employees at various levels of an organization. Steers through the organizational maze to get things done.

Instills Trust

Follows through on commitments. Is seen as direct and truthful. Keeps confidences. Practices what he/she/they preaches. Shows consistency between words and actions.

Nimble Learning

Learns quickly when facing new situations. Experiments to find new solutions. Takes on the challenge of unfamiliar tasks. Extracts lessons learned from failures and mistakes.

Being Resilient

Is confident under pressure. Handles and manages crises effectively. Maintains a positive attitude despite adversity. Bounces back from setbacks. Grows from hardships and negative experiences.

Qualifications

Minimum Education* Bachelor's degree in public administration, finance, accounting, business administration or directly related field Minimum Experience* 2 years of financial analysis experience in area related to assignment *Equivalency: 1 year of experience = 1 year of education

Not required, but beneficial experience:

• Experience with SAP S/4HANA
• Experience using Tableau for data visualization and analysis
• Familiarity with fundamental accounting principles

Physical Requirements & Working Conditions

Working conditions are in an indoor, office environment at the Tacoma Municipal Building. The schedule follows standard business hours, Monday through Friday, 8:00 a.m. to 5:00 p.m. This position offers a flexible schedule and the option to telework part of the week.