The Orange County Finance and Administrative Services Department has an opening for a Budget and Management Analyst II. Under general supervision, performs advanced professional analysis in the overall review, preparation, and administration of the County's Operating and Capital Investment Plan Budgets. Work involves reviewing, analyzing, and evaluating County departmental, and enterprise fund budgets, monitoring budgets throughout the fiscal year to ensure compliance; performing advanced professional analysis in conducting User Fee studies for departments; enhancing the County departments' performance measures plans; and conducting special management studies of County programs, activities, and practices.
Examples of Duties: Reviews, analyzes, and monitors the County's operating budget by making periodic reviews of departmental revenues and expenditures; provides status reports to assigned department heads and to the Chief Financial Officer and Deputy Financial Services Director.
Reviews and evaluates line item transfers submitted by departments to ensure that all necessary supporting documentation is collected; processes in computer business system approved line item transfers within three days of receipt.
Analyzes and evaluates departmental requests for budget amendments; compiles and prepares budget amendment abstracts along with applicable attachments for agenda review for upcoming Board of County Commissioners meeting; processes budget amendments within one week following approval by the Board of County Commissioners to ensure an accurate budget throughout the fiscal year.
Establishes new account codes; maintains existing account codes in computer business system; contacts all applicable parties with new account codes.
Answers inquiries from departments regarding current and historical budget data and procedures.
Reviews assigned departmental revenues and expenditures requests for justification and accuracy; discusses requests with departments; makes recommendations based on analysis regarding their requests.
Provides summary information of each departmental request to the Deputy Financial Services Director, as well as the County Manager, showing comparisons to their current approved budget with detailed justifications of variances.
Reviews and analyzes departmental statement of objectives; assists departments in developing productivity measures; offers recommendations for final development of objectives and measures for inclusion in the budget documents.
Forecasts twelve month revenue and expenditure projections for assigned departments; analyzes the departments' projections to reach a consensus of the most accurate projections to use which helps determine the amount of available fund balance at the end of the fiscal year.
Assists in the creation of the Manager's Recommended Budget, the Board Approved Budget, and the 10-year Capital Investment Plan documents.
Directs training sessions for department representatives to attend to learn how to input their budget requests in the computer business system and to provide on-going assistance to departments for general ledger inquiries and printing various budget reports throughout the fiscal year.
Assists in the monitoring and making periodic updates to the County's five-year financial forecast.
Takes the lead in enhancing County departments' performance measurement plans.
Attends periodic Board of Commissioners meetings throughout the fiscal year, budget work sessions, and public hearings during the budget season of April – June.
Conducts and analyzes User Fee studies for departments on a regular basis to determine the full costing of services, comparisons to other counties, and develop various cost recovery opportunities.
Creates spreadsheets to support user fee studies such as full costing, indirect costing, and cost recovery scenarios; prepares analysis report to the Board of Commissioners for their discussion and consideration.
Researches and conducts special management studies of County programs, activities, and practices.
Receives and/or reviews various records and reports such as budget requests from departments, line item transfer requests from departments, budget amendment requests from departments, User Fee study information from departments, and tax valuations for Fire Districts.
Prepares and/or processes various records and reports such as approved line item transfer requests, budget amendment abstracts and attachments, User Fee analysis reports, year-to-date budget reports, and revenue and expenditure projections.
Refers to Budget Ordinance, Grant and Capital Project Ordinances, approved budget and Capital Investment Plan document, approved fee schedule, Local Government Budget and Fiscal Control Act, policy and procedure manuals, codes / laws / regulations, publications and reference texts, etc.
Operates a variety of office equipment such as telephone, printers, copy machine, fax machine, binding machine, computer, etc.
Uses a variety of supplies such as writing instruments, notepads, copier and printer paper, notebooks, printer cartridges, general office supplies, etc.; and a variety of computer software such as Munis, Munis Cubes, Microsoft Excel, Microsoft Word, Macromedia Contribute, Crystal Reports, Microsoft Access, Adobe Acrobat, etc.
Interacts and communicates with various groups and individuals such as the Chief Financial Officer, Deputy Financial Services Director, department heads, Budget team members, County Management Team, Fire District Chiefs, Board of County Commissioners, and the general public.