DEFINITION To perform complex financial analysis related to preparing and monitoring the City-wide budget; to provide technical assistance to City departments as it relates to budget development and monitoring; and to research, analyze and review complex financial data.
DISTINGUISHING CHARACTERISTICS This is the journey level class within the Budget Analyst series and is distinguished from the I level by the assignment of the full range of duties.
Employees at this level receive only occasional instruction or assistance as new, unusual or unique situations arise and are fully aware of the operating procedures and policies within the work unit. Positions in this class are flexibly staffed and are normally filled by advancement from the I level.
EXAMPLES OF ESSENTIAL DUTIES – Duties may include, but are not limited to, the following:
- Perform professional technical and analytical work in the areas of City-wide budget development, monitoring and implementation.
- Prepare fund summaries for use in preparation of the City’s annual budget, mid-year review, and year end summary; analyze and recommend budget funding levels and determine impact of programs, cost proposals, and related matters.
- Coordinate the City budget process, including preparation of the budget manual, development of schedules, worksheets and exhibits; monitor interdepartmental cost allocation and actual expenditures.
- Approve capital equipment purchases based on approved budget; review and authorize accounts payable entries.
- Coordinate with Finance Department staff and other City departments to ensure cost accounting and revenue collection systems are consistent with the approved budget; review accounting systems and procedures as related to area of program assignment and make recommendations for improvements and/or modifications.
- Create, manage, and maintain inter-fund loans; perform annual budgeting of interest payments and payoffs; post and create journal entries for loan transactions; process year end audit for deferred interest and deferred liability balances and postings.
- Maintain the City’s Program Performance Budget and Quarterly Program Reports; track and report on departments’ performance.
- Provide assistance and advice to City departments in resolving budgetary issues; train City staff on budgetary process; prepare and maintain mid-year and annual budget instructions.
- Maintain knowledge of current development and innovations in governmental financial management, including budget management and financial accounting systems.
- Build and maintain positive working relationships with co-workers, other City employees and the public using principles of good customer services.
- Perform related duties as assigned.