BUDGET ANALYST SUPERVISOR

GENERAL DEFINITION

This is supervisory analytical work within the City's budget bureau or capital budget office. An employee in this class plans, evaluates and reviews the activities of a group of budget analysts engaged in the review, examination, analysis and control of assigned portions of the City's operating and/or capital budgets. Work includes assigning studies of fiscal and related operations, reviewing recommendations of budget analysts, determining training and developmental needs, and reviewing analyst performance. Interacting with departmental and administrative officials is significant to implementing budgetary objectives, recommendations, and directives. Work is performed under the direction of the budget bureau assistant director or deputy budget director.

TYPICAL EXAMPLES OF WORK (ILLUSTRATIVE ONLY)

Plans, assigns and reviews the activities of a group of budget analysts in the review, examination, and analysis of departmental operating and/or capital budgets; assigns projects related to fiscal and related operations; review and evaluates budget analysts' activities and performances for achieving defined goals and objectives within specified time frames; analyses performed, and ability to support recommendations; trains budget analysts on new and advanced budget concepts and processes; examines recommendations for conformance to the City's fiscal policies, feasibility, and impact; reviews compiled data on revenue estimates and obligations in relation to assigned portion of budget; trains analysts in the methods, practices and techniques of budget analysis formulation and administration.

Studies budget requests to determine conformance to City’s fiscal policies; departmental functions, and historical trends in budget; recommends modifications in requests on basis of current policies, departmental operations, and fiscal impact; prepares and analyzes a variety of capital and/or operating budget reports; makes budgetary recommendations based on trends in revenue and requested obligations; monitors fiscal activities of governmental revenue funds; prepares schedules for periodic financial status reports and budget documents.

Attends and participates at budget hearings before various approving bodies; provides information relating to budget requests and recommendation changes; meets with departmental administrators to discuss budgetary impact of requests, resolve disputes, and implement budgetary policy.

Evaluates and recommends changes in procedures and methods relating to budget analysis and budget preparation; meets with appropriate officials to discuss proposals, consider alternatives or modifications, and resolve problems; evaluates results of studies and makes appropriate recommendations.

Elicits budget requests from departmental administrators; explains procedures to be followed in developing budget requests.

Performs related work as required.

REQUIRED KNOWLEDGES, SKILLS AND ABILITIES

KNOWLEDGE OF:

• the principles and practices of capital and operating budget formulation, evaluation, and administration

• the principles and practices of budget administration and their application to budgetary objectives and procedures

• the principles of public finance as applied to the preparation and control of operating and capital budgets, including the source and methods used in funding capital expenditures for a government agency

• supervisory methods and techniques

• behavioral science concepts and principles as related to supervision of a group of budget analysts

• organizational, management and systems theory as applied to budget analysis.

• administrative and managerial practices, policies, and procedures as applied to budget administration and analyses

• the principles and practices of revenue forecasting

• the uses and applications of the City’s financial information systems

ABILITY TO:

• plan, organize, direct and review the activities of a group of budget analysts within the framework of established goals, objectives and timetables

• train budget analysts in new, basic and advanced budget concepts and processes

• analyze and comprehend organizational and procedural problems 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

• 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

• identify and evaluate significant trends in revenue and make budgetary recommendations based on such trends

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

EXPERIENCE:

Eight years of budget/fiscal/auditing experience in a governmental agency, two years of which have been advanced level budget analysis work in the examination evaluation, and control of major governmental operating and/or capital budgets.

OR

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 as an educational minimum.

PHYSICAL AND MEDICAL REQUIREMENTS

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

Class Established 8/64

Spec. Revision 4/98

CSC - 5/98

Ad. Board - 6/98

Latest Spec. Revision

CSC – 11/19

Ad. Board – 12/19