Senior Budget Analyst

SUMMARY

A Budget Analyst Senior performs advanced budget preparation, analysis, and administrative work in the City's Office of Management and Budget (OMB). Senior Budget Analysts serve in a leadership role, which includes oversight, coordination, and process improvement responsibilities. General responsibilities include: compilation and analysis of data, the preparation of tables, charts, and summaries to be used in the City's budget documents and presentations; training City staff on budget procedures; surveying customers; performing site visits at City departments; preparing the annual operating and capital improvement program budget; assisting departments with performance management, including the evaluation of budget requests based on related performance information; and providing staff support to quarterly management meetings. Senior Budget Analysts are responsible for the analysis of one or many City departments and funds.

Senior Budget Analysts are responsible for the testing, documentation, and training of the Performance Budgeting system. This includes the design and use of data queries to analyze data integrity as well as content conformity to set standards; and spreadsheet design, analysis of data linking, and formula integrity. Senior Budget Analysts are also responsible for Citywide training for financial structure, database training, financial analysis techniques, and general budgetary policy; and for producing and maintaining publications, presentations.

Positions allocated to this classification report to a designated supervisor and work under general supervision.  

ESSENTIAL JOB FUNCTIONS

Depending on area of assignment:

Provides superior customer service to complex departments to enable them to manage their budgets such that the department accomplishes its strategic goals and initiatives.

Performs moderately complex, customer-focused professional financial services tasks and assignments designed to meet operations and capital projects’ requirements.

Serves as a leader on short-term projects or processes of research and analysis of financial data from complex data management systems and may direct or lead other staff in this capacity to include budget book coordination, forecast process, TRIM lead, year-end coordination, and user fee studies.

Serves in a consultative capacity with staff members of assigned department customers for the development of their departmental and multi-year capital projects 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.

Supports senior managers in departments to prepare and administer both strategic and operating plans that include items such as multi-year capital improvement programs, annual budgets, budget administration, debt management, and other complex finance and accounting assignments.

Performs policy, budget and financial analysis, technical fiscal studies, analyzes acquired data, and recommends courses of action.

Participates in monitoring changes in policies, procedures, and laws in order to identify areas of financial impact.

Develop 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.

Plans and 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.

Performs legislative analysis, provides feedback to departments to assist in developing the legislative proposals and proposed impacts.

Prepare budgetary instructions and documents and the development of improved methods and procedures for budget preparation, administration, control and accounting.

Prepare materials for public hearings, budget information sessions, and public forums; ensure all changes from the recommended budget are documented and that all items are following statutes.

Preparing training materials for budget kickoff.

Works with Workday technical support resources providing technical support to software users in order to resolve issues and suggest new functionality.

Supports the development of indirect cost allocation plans with the Department of Financial Services.

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.

Creates and delivers training courses.

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, fuel or marketing analysis, or six (6) years of related analytical experience (with no degree), 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.