Budget Analyst

SUMMARY

An employee in this class is responsible for assisting in the overall process of preparing and administering the City's annual operating budget, five-year Capital Improvement Budget, performance data and multi-year revenues/expenditures projections. The Budget Analyst compiles and analyzes both statistical and fiscal data as the basis for preparing specific schedules, tables, and narrative summaries that are included in these various budget documents. Budget Analysts are responsible for the analysis of one or many City departments and funds with assistance from their supervisor or a Senior Budget Analyst. A Budget Analyst is expected to perform work independently with periodic supervisor review.

Positions allocated to this classification report to a designated supervisor and work under general supervision. Work in this class is distinguished from other classes by its lack of supervisory duties and by its entry-level analytical duties related to city-wide budget development.

ESSENTIAL JOB FUNCTIONS

Depending on area of assignment:

• Assists with the preparation of city-wide operating and capital budgets.
• Provides guidance to Departments in the preparation of plans that include items such as capital improvement programs, annual budgets, administration, debt management, and other complex finance and accounting assignments.
• Performs policy, budget and financial analysis, technical fiscal studies, analyzes acquired data, and independently recommends courses of action.
• Monitor changes in policies, procedures, and laws in order to identify areas of financial impact.
• Works with sensitive information related to personnel and financial data at the city-wide and departmental levels.
• Monitors departmental budget and assists in annual budget process for one or more assigned departments.
• Provides superior customer service to departments of moderate size and complexity to enable them to manage their budgets such that the department accomplishes its strategic goals and initiatives.
• Assists with the facilitation of performance improvement initiatives to help achieve the City's key intended outcomes and to improve efficiency, including developing performance indicators, comparing the City's performance data with other jurisdictions, and facilitating internal performance improvement tasks forces.
• Performs moderately complex, customer-focused professional financial services tasks and assignments designed to meet operations and capital projects’ requirements.
• Performs assigned projects of research and analysis of financial data from moderately complex data management systems and may lead other staff in this capacity.
• Provides guidance to assigned department customers with the development of their departmental budget requests, accounting and financial reporting requirements.
• Performs various technological business and functional administrative tasks required to maintain software, providing problem solving, testing, and developing, and modifying reports.
• Identifies opportunities for process improvements and supports development of standard operating procedures (SOPs) based upon business needs.
• Reviews and monitors budgets, expenditures, and contracts to assure conformity with federal, state, and City laws and regulations, City and departmental procedures and practices, and for economic feasibility.
• Tests software updates and patches as well as implementation and upgrades to budget software.
• Prepare periodic financial reports and other special reports required for federal, state, and internal purposes.
• Works with Workday technical support resources providing technical support to software users in order to resolve issues and suggest new functionality.
• Develop multi-year financial forecast for designated funds.
• Delivers presentations to internal and external customers.
• Leverages technology tools to accurately and efficiently fulfill assigned duties.
• Collaborate with coworkers to develop and deliver training.
• Performs other related job duties as assigned.
• Attends work on a continuous and regular basis.

EDUCATION AND EXPERIENCE

Bachelor’s degree in business or public administration, finance or a related field, and two (2) years of experience in financial, operational, fuels, marketing analysis, or related analytical experience, or an equivalent combination of education, training and experience which provide the required knowledge, skills and abilities.

CERTIFICATIONS OR LICENSES

Licenses

Valid Florida Driver License required.

Certifications

None