2C15
PAY RANGE: N 28
GENERAL DEFINITION
This is fiscal management work in the formulation, preparation, and control of the City’s operating budget. An employee in this class serves as an across-the-board assistant to the Operating Budget Director with responsibility for the planning, implementation, and review of City-wide policy goals, objectives, and priorities within the area of operating budget development and control and is also responsible for managing the direction and operation of the central operating budget agency in the Director’s absence. Work includes analysis of financial policy issues, review and preparation of obligation estimates and appropriations, review of various budget, fiscal, and operational reports, development and oversight of work distribution and flow, and the planning, evaluation, and review of the activities of budget analysts. Interaction with department officials, City Council, and representatives of the financial community is significant to the work. Work is performed under the direction of the Operating Budget Director, but assignments may be received directly from the Director of Finance.
ALLOCATING FACTORS: (The following conditions must be met for a position to be allocated to this class.)
1. This is a one position class located in the Budget Bureau of the Finance
Department.
2. The position must function as an across-the-board assistant to the Operating
Budget Director.
TYPICAL EXAMPLES OF WORK (Illustrative Only)
Plans, directs, assigns, and reviews the activities and reports of a group of budget analysts and budget analyst specialists engaged in the review, examination, and analysis of departmental operating budgets; assigns studies of fiscal and related operations and reviews recommendations of analysts; critiques the analyses performed and evaluates 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 budget analysts in new and advanced budget concepts and practices; determines training and development needs appropriate to budget analysts and budget analyst specialists; trains analysts in the methods, practices and techniques of budget analysis formulation and administration.
Develops and maintains spreadsheet models for the annually produced Five Year Financial Plan and the monthly and quarterly City Managers’ Reports which are submitted to PICA.
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 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.
Elicits budget requests from departmental administrators; explains procedures to be followed in developing budget requests. Prepares and monitors legislation for submission to City Council; 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; oversees the timely printing of the Operating Budget Detail publications; meets with appropriate officials to discuss proposals, consider alternatives or modifications, and resolve problems; evaluates results of studies and makes appropriate recommendations.
Keep a current overview of City Charter provisions pertinent to the budget process; maintains a working knowledge of the City’s automated accounting, purchasing, and contract information systems; survey possible computer software applications relevant to City fiscal applications; learn new software applications related to work applications and assignments.
Performs related work as required.
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES
KNOWLEDGE OF:
· the principles and practices of operating budget formulation, evaluation, and administration
· the principles and practices of budget administration and their application to budgetary objectives and procedures
· the principles of finance as applied to the preparation and control of operating budgets
· 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 City’s automated accounting, purchasing and contract information systems
· computer software applications related to the work assignments
· the City Charter provisions pertinent to the budget process
· the organization and functions of the departments and agencies which comprise city government
· 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 and budget analyst specialists 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 judgment 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
· plan and direct remedial efforts designed to address organizational and administrative dysfunctions.
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:
Seven years of budget experience in a governmental agency reviewing and analyzing budget requests.
AND
SPECIFIC EXPERIENCE:
Four years of experience performing advanced budget analysis work in the examination, evaluation, and control of the City’s operating and/or capital budgets budget.
OR
Two years of supervisory budget analysis experience directing technical budget staff in the examination, evaluation, and control of the City’s operating and/or capital budgets.
OR
Any equivalent combination of education and experience determined to be acceptable by the Office of Human Resources that 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:
CSC -7/99
Ad. Board - 8/99
Spec Revision:
CSC - 7/10
Ad. Board - 9/10
Latest Spec Revision:
CSC – 11/19
Ad. Board – 12/19
JJ