Budget Manager

Budget Analyst

Advanced and highly skilled professional responsible for preparing the budget and five-year capital improvement plan. Performs budget management and analysis to develop, prepare, control and adjust the budgets of all departments based on applicable City policy. Assists with grant reporting and performance measurement Plans, organizes, and reviews programs and activities related to the citywide budget. Work is reviewed through oral and written reports, discussions, and results obtained. The following duties are illustrative and not exhaustive. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position.

• Analyzes budget submissions, as well as revenue and expenditure trends, and prepares revenue and expenditure projections for current and future year budgets.

• Monitors revenues and expenditures for budgetary compliance and prepares budget adjustments and quarterly financial reports.

• Prepares annual financial trend analysis and promotes efficient and effective operations.

• Maintains five-year capital project and equipment long-range plans and integrates operating costs into the Capital Improvement Program.

• Evaluates cost allocation plans and recommends adjustments.

• Reviews budget policies and procedures and recommends improvements.

• Participates in performance measures and budgeting for outcomes.

• Presents an annual budget document and Capital Improvement Program eligible for the GFOA Budget Award.

• Ensures compliance with applicable state statutes, including Truth in Millage.

• Establishes budget timeline that includes processes, forms, meetings, workshops, and delivery.

• Performs other job duties as assigned.

To perform this job successfully, an individual must be able to carry out each essential duty or responsibility satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities; education and experience; and certificates or licenses required in order to fill the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Knowledge, Skills, and Abilities:

• Knowledge of generally accepted governmental accounting and budget principles and practices.

• Knowledge of rules promulgated by the Governmental Accounting Standards Board (GASB).

• Knowledge of computerized accounting, budgeting and financial management systems.

• Knowledge of electronic spreadsheets and other computerized financial reporting tools, including the ability to design and maintain spreadsheets.

• Ability to analyze, interpret, and present financial information.

• Ability to communicate effectively both orally and in writing on individual and group levels.

• Ability to publicly present budget information and respond to questions from elected officials and management.

• Ability to work independently and plan work assignments for staff.

• Ability to establish and maintain effective working relationships with directors, employees, and other agencies.

Education and Experience:

• Graduation from an accredited four-year college or university with a Bachelor's degree in finance, accounting, business administration, financial management or a related field.

• Graduation from an accredited college or university with a Master's degree in finance or accounting is preferred.

• Five (5) years' experience in public-sector accounting and finance, two of which with city or county government.

• Three (3) years of experience in a supervisory capacity.

• Experience in budgeting, financial trend analysis, and forecasting is desired.

• A combination of education, training, and experience may be substituted at the City's discretion.

Certificates and Licenses:

• Must possess and maintain a valid Florida driver's license and must be insurable by the City's current insurance carrier.

• National Incident Management System (NIMS) training will be required according to the job duties and responsibilities within one (1) year of employment.

• Licensed as certified public accountant (CPA) or certified government finance officer (CGFO) is preferred but not required.

Supervisory Responsibilities:

• Oversees, directs, and coordinates budget activities.

• Oversees, directs and manages Grant Accountant.

• Provides informational and management support to City Departments and the City Manager.

Code:

Constant = 2/3 or more of the time

Frequent = from 1/3 to 2/3 of the time

Occasional = up to 1/3 of the time

N/A = Not applicable

Physical Skills:

Heavy lifting (45 lbs. and over) N/A

Moderate lifting (15 to 44 lbs.) Occasional

Light lifting (under 15 lbs.) Frequent

Heavy carrying (45 lbs. and over) N/A

Moderate carrying (14 to 44 lbs.) Occasional

Light carrying (under 15 lbs.) Frequent

Reaching above shoulder Occasional

Use of fingers Constant

Both hands required Frequent

Climbing (use of legs and arms) N/A

Climbing (legs only) N/A

Good near vision Constant

Good distant vision Constant

Both eyes required Frequent

Depth perception Frequent

Distinguishing basic colors or shades of colors N/A

Good hearing (with or without hearing aid) Constant

Straight pulling or pulling hand over hand N/A

Pushing Occasional

Walking, Running Occasional

Standing Frequent

Kneeling, Bending, Stopping, Jumping N/A

Driving (cars, small vans, pick-ups, etc.) N/A

Driving & operating (heavy equip, trucks, etc.) N/A

Environmental Conditions:

Code:

Constant = 2/3 or more of the time

Frequent = from 1/3 to 2/3 of the time

Occasional = up to 1/3 of the time

N/A = Not applicable

Environment Conditions:

Work Inside Constant

Work Outside N/A

In or with Noisy Conditions Occasional

In Darkness N/A

In or with Dusty Conditions Occasional

On Slippery Surfaces Occasional

On Uneven Surfaces Occasional

In or With Moving Objects Occasional