Budget Manager

Position: Budget Manager

Reports to: Finance Director

Classification: Exempt

Pay Grade: 114

Emergency Classification: Essential

Are you a steady, organized finance professional who thrives in a collaborative, fast-paced environment? The Town is seeking a strategic partner to serve as Budget Manager-an integral member of the Finance team who works across departments to support sound financial planning and achieve organizational budget goals. In this role, you will help guide the Town's financial strategy, resource allocation, and long-term planning while promoting transparency, accountability, and operational effectiveness. If you meet the qualifications, committed to public service and ready to make a meaningful impact, we encourage you to apply.

The Town of FMB Offers a Competitive Benefits Package!

• Health & Wellness: Comprehensive health insurance with low deductibles and annual maximums. The Town covers 100% of employee premiums and 50% of dependent premiums. Benefits include employer-paid life insurance, short- and long-term disability coverage, gym membership reimbursement and more.
• Work/Life Balance: Executive staff accrue 19 hours of paid leave monthly, plus 1 sick day and a birthday annually. The Town observes 14 paid holidays and offers flexible scheduling options.
• Retirement Planning: Immediate vesting in a 401(a)/457(b) pension plan with generous employer contributions.
• And More! Join a team that values your well-being and future.

Position Summary

The Budget Manager oversees and manages the Town's financial planning and budgeting processes. The Budget Manager manages the workflows associated with monthly financials processing, monitors revenue and expenses, prepares financial projections and forecasting, and serves as the administrator for the Town's purchasing system. This position is responsible for overseeing all aspects of budget development, implementation, monitoring and reporting to ensure fiscal responsibility, transparency, and alignment with organizational goals and priorities.

Responsibilities and Reporting During an Emergency Situation: If assigned, employees in this classification will be required to report and carry out duties as directed for the duration of an emergency. Depending on the nature of the emergency, this may require working around the clock for several days on short notice.

EXAMPLES OF ESSENTIAL DUTIES

• Assist the Finance Director in the development of the annual operating budget and capital improvement plan in collaboration with department heads, senior management, and other stakeholders.
• Lead the preparation of the annual budget document in accordance with Government Finance Officers Association (GFOA) standards to achieve and maintain the Distinguished Budget Presentation Award.
• Perform comprehensive financial analysis including revenue forecasting, expenditure trend analysis, and evaluation of programmatic and strategic funding needs to support informed decision-making.
• Ensure all budget documents, financial forecasts, and supporting materials are accurate, complete, and compliant with applicable governmental accounting standards, regulatory requirements, and internal controls.
• Oversee the implementation of the approved budget, including allocation of funds, expenditure tracking, and budgetary adjustments as necessary.

• Monitor departmental revenues and expenditures against approved budgets; analyze variances and provide recommendations for corrective actions or resource reallocation to the Finance Director.

• Support the development and execution of cost control strategies and resource optimization initiatives to enhance operational efficiency and fiscal sustainability.
• Design, develop, and maintain budget monitoring tools, dashboards, and reporting systems to support ongoing financial oversight and executive decision-making.

• Prepare and present detailed financial reports, analyses, and presentations for senior leadership, the Town Council, auditors, and other stakeholders, clearly communicating financial performance, trends, and risks.
• Conduct cost-benefit analyses, financial modeling, and scenario planning to support long-term planning, policy development, and strategic initiatives.
• Ensure compliance with governmental accounting standards, regulatory requirements, and internal controls in financial reporting and disclosure practices.
• Develop multi-year financial projections and evaluate fiscal impacts of proposed initiatives, contracts, and policy changes.
• Prepare financial reports for management, internal departments, and audits as needed.
• Collaborate with department heads and program managers to align budget priorities with organizational goals, performance metrics, and service delivery objectives.
• Serve as a liaison between departmental staff, elected officials, and external stakeholders to facilitate effective communication and collaboration on budget-and financial matters.
• Respond to inquiries and provide timely, accurate financial data and analysis to internal and external stakeholders, maintaining a high level of professionalism and responsiveness.
• Represent the Town, as assigned, in meetings with regulatory agencies, auditors, and other governmental entities regarding budgetary and financial matters.
• Assist the Finance Director in advancing long-term financial planning initiatives and strengthening departmental financial operations.
• Identify, assess, and mitigate financial risks that may impact the Town's fiscal health.
• Utilize and continuously improve financial systems and software for budgeting, forecasting, and reporting; recommend enhancements to improve efficiency and internal controls.
• Ensure compliance with Town procurement policies and procedures; collaborate with departments to reinforce proper purchasing practices, including purchase orders and procurement card usage.
• Review and approve purchase orders for appropriate funding sources and budget availability.
• Maintain and monitor personnel-related budget components, including salaries, benefits, and position control.
• Prepare and allocate prepaid expenses, including insurance, subscriptions, and contractual services, in accordance with accounting standards.
• Support annual audit activities, including preparation of schedules, documentation, and auditor requests.
• Assist with general ledger reconciliations, fixed asset tracking, and financial reporting processes as needed.
• Support financial tracking and reconciliation of emergency response expenditures and disaster-related funding.
• Train new employees on proper accounting protocols and expectations related to budgetary items.
• Monitor accounts payable activity to ensure accuracy and proper coding as it aligns with the budget.
• Assist with implementation and optimization of financial, accounting, and budgeting systems.
• Train and guide staff on financial policies, procedures, and budget-related protocols to ensure consistency and compliance across the organization.
• Attends all assigned meetings and events.
• Performs emergency response tasks and assignments as directed.
• Performs other duties as assigned.

(These essential job functions are not to be construed as a complete statement of all duties performed. Employees will be required to perform other job-related duties as required.)

REQUIREMENTS:

Education, Certification, and Experience:

• Bachelor's degree in a Finance or Accounting related field.
• Minimum of Five(5) years working experience in budgeting, financial analysis, and fiscal management, preferably in a public sector environment.
• Certified Public Accountant (CPA) designation preferred.

Knowledge, Skills, and Abilities:

• Knowledge of principles and practices of financial administration, including financial reporting and analysis.
• Knowledge of GAAP (Generally Accepted Accounting Principles) and GASB (Government Accounting Standards Bureau) standards, as well as Uniform Grant Guidance and grant reporting systems.
• Proficiency in financial management software, budgeting tools, and Microsoft Excel for data analysis and modeling.
• Knowledge of general Microsoft Office computer applications such as Outlook, Word, Access, and PowerPoint.
• Skill in the use of Excel and Pivot Tables in financial report writing.
• Skill in the use of PowerPoint to present financial data.
• Skill in the issuance, understanding and receival of both oral and written instructions, and effective communication in Standard English using language that is appropriate to both the complexity of the topic and the knowledge and understanding of the audience.
• Skill in creating correspondence and writing policy.
• Ability to successfully create and manage corporate budgets.
• Ability to generate complex financial reports.
• Ability to generate accurate, concise variance analysis explanations.
• Ability to interpret and apply complex regulations to fiscal systems.
• Ability to evaluate complex fiscal problems and develop sound courses of action.
• Ability to prepare, examine, and verify financial documents and reports.
• Ability to communicate effectively both orally and in writing.
• Ability to exercise tact, discretion, and independent judgment.
• Ability to establish and maintain effective working relationships with staff at all levels in the organization.
• Ability to provide accounting services related to departmental objectives.
• Excellent analytical skills, attention to detail, and ability to interpret complex financial data and trends.
• Strong communication, interpersonal, and leadership skills, with the ability to collaborate effectively with diverse stakeholders and build consensus around budgetary decisions.
• Demonstrated ability to manage multiple projects, prioritize tasks, and meet deadlines in a fast-paced environment.

Physical Requirements:

• Tasks involve some physical effort in standing, bending, stooping, stretching, walking, or moderate lifting (20 pounds); and standard dexterity in the use of fingers, limbs, or body in the operation of office equipment.
• Tasks may involve extended periods of time working at a desk in front of a computer.

Environmental Requirements:

• Task is regularly performed without exposure to adverse environmental conditions unless otherwise directed related to an emergency response situation.

Sensory Requirements:

• Task requires sound perception and discrimination.
• Task requires visual perception and discrimination.
• Task requires oral communications ability.

Veteran's Preference

The Town of Fort Myers Beach provides Veterans' Preference in employment for eligible veterans, spouses of veterans, and qualifying family members, in accordance with the Florida Department of Veterans' Affairs guidelines.

How to Claim Veterans' Preference:

1. Notify Human Resources at View email address on click.appcast.io to request Veterans' Preference at the time of application.
2. Obtain the Veterans' Preference Form, which will be provided by Human Resources, and indicate your eligibility.
3. Submit the required documentation (e.g., DD-214 form, VA disability letter, or applicable spouse documentation) along with your completed application.

If you require assistance or have questions about this process, please contact Human Resources at View phone number on click.appcast.io or View email address on click.appcast.io.

The Town of Fort Myers Beach is an EOE and DFW