2C11
BUDGET ANALYST I

This is budget analysis work of limited scope and difficulty in the examination, evaluation and control of assigned portions of the City's operating and/or capital budget. An employee in this class performs progressively complex work analyzing operating and/or capital budget requests, reviewing a wide variety of fiscal and capital program documents, and performing special projects relating to portions of the City's total fiscal operations. Employees in this class perform increasingly difficult and more responsible assignments as they progress toward the full performance level. Work includes interacting with departmental officials to implement City-wide fiscal policies and to ensure conformance to the City's overall fiscal program. Employees report to a budget analyst supervisor.

• Continues to develop proficiency in the analysis of assigned department's operating and capital budget requests to determine their conformance with the City's fiscal policies and capital program, departmental functions, and historical trend; recommends modifications in requests on basis of current policies, departmental operations, and fiscal impact; prepares a variety of capital and operating budget reports; makes budgetary recommendations based on trends in revenue and requested obligations; reviews, recommends and explains changes in budget request forms, instructions, and preparation format.
• Improves skills required to review a wide variety of fiscal and capital program documents for conformance with approved fiscal and capital budgets; reviews requests for budget revisions and transfer of funds; recommends modifications and prepares administrative transfers of capital authorizations; analyzes expenditures and unencumbered balances of authorized loan funds; projects future interest and principal payments.
• Performs a variety of special projects related to the overall City fiscal program; meets with appropriate officials to discuss proposals, consider alternatives or modifications, and/or resolve problems; evaluates results of studies and makes appropriate recommendations.
• Performs related work as required.

KNOWLEDGE OF:

• the principles and practices of capital and operating budget formulation, evaluation, and administration.
• the principles and practices of budget administration as applied to the analysis of budgetary objectives and procedures.
• the principles of public finance as applied to the preparation and control of operating and capital budgets.
• the sources and methods used in funding capital expenditures for a governmental agency.
• research methods, techniques and standard sources of information as relates to finance administration.
• the principles and practices of administrative organization and management and their application in resolving a variety of operational and administrative problems.
• organizational, management and system theory as applied to budget administration and analyses.

ABILITY TO:

• analyze and comprehend organizational and procedural problems and make recommendations related to budgetary requirements.
• analyze and resolve budgetary problems and make sound recommendations consistent with budgetary principles and departmental policies.
• exercise judgement and discretion in applying and interpreting policies and procedures consistent with overall policy and objectives.
• identify and evaluate significant trends in revenue and make budgetary recommendations based on such trends.
• express ideas effectively, both orally and in writing.
• prepare and interpret a variety of financial and budgetary reports and statements.
• enlist the cooperation of officials to implement policy and procedural changes.
• establish and maintain effective working relationships with associates, administrative officials, departmental officials and the public.

• Completion of a bachelor's degree program at an accredited college or university with major course work in public administration, urban studies, finance, economics, accounting, or business administration.
• Two years of budget/fiscal/accounting experience in a governmental agency reviewing and analyzing budget requests; assisting departmental administrators in planning and preparing departmental budgets; or analyzing, interpreting and recording data or financial transactions; one year of which has been above the trainee level.

PHYSICAL AND MEDICAL REQUIREMENTS

• Ability to physically perform the duties and to work in the environmental conditions required of a position in this class.

PAY RANGE: EP17
Class Established: 1/1953
Latest Spec. Revision: 6/1984

SK/sb/sb