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Senior Budgeting Analyst/Trainee

Minimum Qualifications 

General Public

Non-Competitive (NY HELPS)***:

For appointment to a Budgeting Analyst Trainee 1, you must have a bachelor’s or higher degree.

For appointment to a Budgeting Analyst Trainee 2, you must have a bachelor's degree and one year of professional experience in budget estimation, justification, and expenditure control functions.

For appointment to a Senior Budgeting Analyst, Grade 18, you must have a bachelor's degree and two years of professional experience in budget estimation, justification, and expenditure control functions.

Substitutions: A Juris Doctor, master's, or higher degree in a related field can substitute for one year of specialized experience.

The Senior Budgeting Analyst, Grade 18, will work in the Finance and Budget (F&B) Section of the Office of Administration (OA), and under general supervision, will perform duties related to travel, time and attendance, accounts payable, local grant administration, and diversity purchasing programs. Specific duties may include, but are not limited to:

  • Performing activities related to employee travel, including knowledge of applicable policies and guidelines, reviewing and processing expense reports, and running reports on travel activities in the Statewide Financial System (SFS).
  • Performing activities related to employee time and attendance and payroll within the Department.
  • Assisting in the preparation of the Agency’s budget requests based on knowledge of Division of Budget (DOB) guidelines, the State Finance Law, relevant agency programs and policies, previous budget requests, and applicable federal policies and rules.
  • Working within the Department’s Accounts Payable Unit in F&B, including performing tasks related to payment processing, revenue accounting, data analysis and related research and reporting, and entering and approving transactions in the Statewide Financial System (SFS).
  • Serving as Staff liaison on matters involving interpretation and application of fiscal rules and regulations of State and federal agencies.
  • Performing tasks related to diversity purchasing programs, including the Minority and Women-Owned Business Enterprise (MWBE) and the Service-Disabled Veteran-Owned Business (SDVOB) programs.
  • Performing budgeting tasks relating to federal funds, contracts, and grants.
  • Participating in utility revenue collection activities, including but not limited to utility company assessment calculation and billing, revenue collection, and depositing.
  • Assisting with preparing, reviewing, and submitting spending requests for DOB approval.
  • Assisting in the development and/or updating of F&B policies and procedures and preparing and/or reviewing guidance documents and memoranda as needed.

Additional Comments:

*Successful completion of the two-year traineeship leads to appointment as a Senior Budgeting Analyst, Grade 18.

**Candidates are encouraged to access GOT-IT on the Civil Service website (www.cs.ny.gov) to determine transfer eligibility.

***This title is part of the New York Hiring for Emergency Limited Placement Statewide Program (NY HELPS).  For the duration of the NY HELPS Program, this title may be filled via a non-competitive appointment, which means no examination is required but all candidates must meet the minimum qualifications of the title for which they apply.

At a future date, it is expected employees hired under NY HELPS will have their non-competitive employment status converted to competitive status, without having to compete in an examination. Employees will then be afforded with all of the same rights and privileges of competitive class employees of New York State. While serving permanently in an NY HELPS title, employees may take part in any promotion examination for which they are qualified.