2C12
PAY RANGE: N22
BUDGET ANALYST
GENERAL DEFINITION
This is full performance budget analysis work in the examination, evaluation, and control of assigned department's operating and/or capital budgets. Work includes analyzing operating and/or capital budget requests, reviewing a wide variety of fiscal and capital program documents, and performing assigned projects relating to portions of the city's total fiscal operations. An employee in this class interacts with department officials to implement City-wide fiscal policies and to ensure conformance to the City's overall fiscal program. The employees report to a budget analyst supervisor or higher-level budget superior.
TYPICAL EXAMPLES OF WORK (ILLUSTRATIVE ONLY)
Analyzes assigned departments' operating and/or capital budget requests to determine their conformance with 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 operations budget reports; makes budgetary recommendations based on trends in revenue and requested appropriations and reported performance-based measures; monitors fiscal activities of governmental revenue funds; prepares schedules for periodic financial status reports and budget documents and transfer ordinances; reviews, recommends and explains changes in budget requests forms, instructions, and preparation format.
Reviews 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; determines impact of revisions and transfers and recommends appropriate action.
Performs assigned projects relating to portions of the City's total fiscal operations; meets with appropriate officials to discuss proposals, consider alternatives or modifications, and/or resolve problems; evaluates results of studies and makes appropriate recommendations.
Attends and participates in budget hearings; reviews budget testimony; provides information relating to budget requests and recommended changes; meets with departmental administrators to discuss budgetary impact of requests, to resolve disputes, to provide budget technical direction, and to implement budgetary policy.
Performs related work as required.
REQUIRED KNOWLEDGES, SKILLS AND ABILITIES
KNOWLEDGE OF:
• the principles and practices of capital and operating budget formulation, evaluation, revenue forecasting, 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 related to finance administration
• principles and practices of administrative organization and management and their application in resolving a variety of operational and administrative problems
· the uses and applications of the City’s financial information systems
ABILITY TO:
• analyze and comprehend organizational and procedural problems, provide budget technical direction, and make recommendations related to budgetary requirements
• 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
• analyze and resolve complex 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
MINIMUM ACCEPTABLE TRAINING AND EXPERIENCE (The following statement represents the minimum training and experience standards which will be used to admit or reject applicants for tests. Applications submitted by candidates for this class will be reviewed based on training and experience requirements as approved on 12/19.)
EDUCATION:
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.
AND
GENERAL EXPERIENCE:
Two years of budget/fiscal/accounting/auditing experience in a governmental agency.
AND
SPECIFIC EXPERIENCE:
Two years of fiscal/accounting/auditing experience above the trainee level assisting departmental administrators in planning and preparing departmental budgets; in conducting research studies and analyzing long-range plans and programs; in supervising full performance accounting personnel engaged in analyzing, interpreting and recording data on financial transactions; or in performing a city-wide accounting or auditing function which requires the review and verification of the work of other accountants or auditors through work processes.
Any equivalent combination of education and experience determined to be acceptable by the Office of Human Resources which has included the completion of a bachelor's degree program in the above stated or related major course work as the educational minimum.
City of Philadelphia Classes That Typically Meet the Experience Requirements:
· Administrative Specialist 2 -Non-Confidential (2L17)
· Fiscal Analyst 2 (2F26)
· Accounting Supervisor (2A07)
· Financial Accountant (2A09)
· Auditor 2 (2A42)
PHYSICAL AND MEDICAL REQUIREMENTS
Ability to physically perform the duties and to work in the environmental conditions required of a position in this class.
Spec. Revision 6/84
Spec. Revision:
CSC – 9/14
Ad. Board – 11/14
Latest Spec. Revision:
CSC – 11/19
Ad. Board -12/19
SA