Budget & Management Analyst

J  o  b    D  e  s  c  r  i  p  t  i  o  n

Job Information

Title:

Budget & Management Analyst

Market Range:

MR19

Approved Date:

5/28/2024 12:38:09 PM

FLSA:

Exempt

EEO Code:

PROFESSIONALS

Career Level:

P2

Career Level Description:

Professional Level 2

Job Code:

100072

Job Family:

Fiscal and Business Management

Sub Family:

Budget Management

Primary Purpose

Provides budget and management consulting and analysis to County Departments and partner agencies in support of developing and managing the County Manager's budget. Assists developing the annual operating and capital budgets. Monitors actual expenditures and revenues compared with budgets through the fiscal year. Performs complex budgetary, financial and operational analyses. Evaluates, develops, and upholds County policies.

Supports financial decision making by monitoring deadlines; collecting, summarizing, and consolidating data; allocating variances; analyzing and interpreting data; making comparative analyses; explaining data and assumptions; researching and correcting variance problems; assembling and analyzing historical financial data; explaining data and assumptions.

Performs complex analysis of goals, objectives, and needs of the general operating and political environment. Evaluates current operations and makes recommendations for improvements in operations, management, and budget. Participates in business planning.

•

Conducts data analysis and research on budget, performance, and policy issues to support financial and policy recommendations. Analyzes and reviews requests in light of current fiscal and political realities. Provides recommendations to the County Manager on the validity of departmental requests. Prepares the Manager’s recommended operating and capital budget for presentation. Develops solutions or options for proceeding.

1

20%

•

Prepares written communications and presentations to others that effectively, concisely, and accurately describe budgetary issues, problems, analyses, solutions, conclusions, and recommendations

2

20%

•

Researches, gathers, and assembles disparate information from a variety of sources into usable formats. Collects and reviews historical data to develop short and long range forecasts related to expenditures and revenues. Reviews data to analyze trends affecting financial, programmatic, and personnel needs. Synthesizes large sets of data and determines high level key messages and gaps. Presents findings effectively to management.

3

20%

•

Collaborates with Departments on business plan development, budget request development, and budget request entry. Supports business case development.

4

25%

•

Assists Departments in their improvement efforts by providing analytical support in the areas of finance, processes, and communications. Participates in initiatives that involve changing current business practices. Offers critical feedback to ensure viability of proposed initiatives. Provides advice and technical assistance.

5

10%

•

Assists the County Manager’s Office, the Board of Commissioners, and/or other Departments with special projects which could include but not limited to procurement review, public relations, special studies, and developing solutions to specific problems.

6

5%

Position(s) may perform other duties in addition to the above as assigned by management.

*IMPORTANT* In the event of an emergency, as determined by the County Manager or designee, participation in preparedness and response operations should be expected. Employee may be required to fill a temporary assignment in a role different from standard duties, work hours and/or work location in preparation for, during and after the emergency. Employee may also be required to participate in relevant exercises and regular preparedness training.

Career Level Dimensions

Career Level:

P2

Career Level Description:

Professional Level 2

•

Works independently on projects/assignments that impact Work Group results.

•

Work is generally supervised and involves periodic process checks.

•

Responsible for making adjustments or recommended enhancements in systems and processes to solve problems or improve effectiveness of the Work Group.

•

Typically communicates within or outside the Work Group to provide information requiring some explanation or interpretation to reach agreement.

•

May provide guidance and assistance to entry level professionals or support staff.

•

Requires practical knowledge of the Work Group typically obtained through advanced education combined with experience.

Qualifications

•

Bachelor's degree

•

Two years of experience in public policy or other relevant professional/analytical work

•

Equivalent education and experience are accepted

•

Master's Degree

Master's of Public Administration

Or

•

Master's Degree

Master's of Public Policy

•

Excellent oral and written communication skills to be able to effectively communicate with individuals at all organizational levels. 

•

Detail oriented with strong analytical and problem-solving skills.

•

Strong interpersonal skills for effective interaction with business partners and building relationships with various business units. 

•

Logic and reasoning ability to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

•

Ability to read literature, books, reviews, scientific or technical journals, abstracts, financial reports, and/or legal documents.

•

Ability to apply fundamental concepts of theories, work with advanced mathematical operations methods, and functions of real and complex variables. 

•

Ability to write memos, speeches, manuals, or critiques. 

•

Ability to provide the occasional direction of helpers, assistants, seasonal employees, interns, volunteers or temporary employees.

An individual must be able to perform each essential duty satisfactorily to perform this job successfully. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Competencies

Adaptability & Flexibility

Changes behavioral style or method of approach when necessary to achieve a goal; adjusts style as appropriate to the needs of the situation. Responds to change with a positive attitude and a willingness to learn new ways to accomplish work activities and objectives.

Analysis

Examines data to grasp issues, draw conclusions, and solve problems.

Communication

Creates an atmosphere in which timely and high-quality information flows smoothly up and down, inside and outside of the organization; encourages open expression of ideas and opinions.

Problem Solving

Builds a logical approach to address problems or opportunities or manage the situation at hand by drawing on one's knowledge and experience base, and calling on other references and resources as necessary.

Consulting

Applies knowledge of policies and procedures in the area of work to advise others across the organization on critical issues.

Attention to Detail

Thoroughness in accomplishing a task through concern for all the areas involved, no matter how small. Monitors and checks work or information and plans and organizes time and resources efficiently.

Integrity

Act with honesty, transparency and respect in our interactions with co-workers and those we serve. Adhere, without exception, to laws, policies, procedures and professional standards.

Accountability

Establish high-quality standards for work. Add value. Measure results and hold self and others accountable for making progress toward desired outcomes. Take a logical and data-driven approach to decision-making.

Diversity

Believe that different backgrounds and experiences strengthen the organization and produce better results. Value inclusion across race, gender, age, religion, identity and experience, and strive to reflect in our workforce the diversity of our community.

Collaboration

Foster a work culture in which different ideas and opinions are encouraged and expected. Listen carefully and speak thoughtfully. Work together toward shared goals with mutual respect and cooperation.

Continuous Improvement

Continuously improve work processes and products. Provide a safe environment to be innovative and creative and try new things. When things don't go as planned, use it as an opportunity to learn, regroup and begin again. Provide time and resources for individuals to grow and develop both personally and professionally.

Wellness

Take proactive steps to be physically fit and healthy, emotionally strong, financially secure and socially fulfilled, while inspiring and empowering others to do the same.

Service Orientation

Commit to making a difference within the community. Actively engage in and enjoy our work. Deliver services that exceed expectations, with courtesy, politeness and sensitivity to the experiences, concerns and feelings of all co-workers and customers.

ADA Checklist

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Standard ADA Selection:

Office Environment

Standing

X

Walking

X

Sitting

X

Lifting/Carrying 0-10 pounds

X

Lifting/Carrying 10-20 pounds

X

Lifting/Carrying 20-50 pounds

X

Lifting/Carrying 50-100 pounds

X

Pushing

X

Pulling

X

Climbing

X

Balancing

X

Stooping

X

Kneeling

X

Crouching

X

Crawling

X

Reaching

X

Handling

X

Grasping

X

Fingering

X

Feeling

X

Talking

X

Hearing

X

Visual Perception

X

Repetitive Motions

X

Eye/Hand/Foot Coordination

X

Memorization/Concentration

X

Learning/Knowledge Retention

X

Preparing/Analyzing Numerical Figures

X

Use of Interfaced Commmunication Devices (Phone, Computer, Radio etc.)

X

Analyzing/Examining/Testing Data

X

Emotional/Behavioral Self-Regulation

X

Interacting with Others

X

Comprehension

X

Organization

X

Decision Making

X

Comprehension

Understand complex problems and collaborate to explore alternative solutions

Organization

Organize and prioritize the work schedules of others to manage multiple tasks and/or projects

Decision Making

Make decisions that have significant impact on a department's credibility, operations and/or services

Communication

Communicate in-depth information for the purpose of interpreting and/or negotiating

Extreme cold

X

Extreme heat

X

Humid

X

Wet

X

Noise

X

Hazards

X

Temperature Change

X

Atmospheric Conditions

X

Vibration

X

Computers/Monitors

X