Purpose of Classification:
The purpose of this classification is to perform professional work in the development, analysis, administration, and reporting of the County’s budget and in the research and analysis of various County functions and operations for an assigned department or program.
The following duties are normal for this position. The omission of specific statements of the duties does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification. Other duties may be required and assigned.
Assists in developing and preparing the annual operating budget for assigned department or program; reviews existing plans; assists in integrating such plans into operating budget; reviews departmental operating budget requests; makes recommendations regarding funding levels; analyzes and estimates revenue and expense trends; identifies and recommends alternatives; assists in drafting budget documents; and presents recommendations.
Monitors budgetary compliance; performs monthly reviews comparing the budget to actual reports; ensures compliance with approved budget; identifies problems; informs supervisor, department heads, and program administrators of potential problem areas; formulates and recommends solutions; and compiles related reports.
Develops, designs, and conducts fiscal studies and research; develops analytical approaches and related reports; participates in field research projects; conducts research; prepares financial information; assists departments with programs and procedures related to financial policies; analyzes budget submission and funds request processes; makes recommendations to increase efficiency and accuracy; and monitors new or changing legislation for budgetary implications.
Develops objectives and performance indicators for the operating budget; works with department heads, program administrators and staff to develop and refine statements of departmental objectives; devises indicators that measure progress on objectives; performs periodic reviews of progress on objectives; and utilizes data obtained in the review process to update budget as necessary.
Conducts operational research, productivity analysis and management studies to assist in the management of departmental operations, programs, and services; compiles and/or monitors various administrative and statistical data pertaining to divisional operations; researches information pertinent to task or project; analyzes data and identifies trends; and prepares or generates reports.
Makes recommendations for changes in policies and procedures to improve operations, provide more responsive service, and/or optimize the use of resources; develops recommendations for changes in departmental policies and procedures; and provides technical assistance and information to management to aid decision making.
Assists the department managers with strategic and long-range planning for departmental operations; participates in planning efforts at the local and regional level; keeps department heads and program administrators apprised of developments at the state and federal level that impact the department; monitors pending legislation for impact on operations; and ensures compliance with new legislation.
Prepares or completes various forms, reports, correspondence, expenditure trends and projections, budget allocations, variance analysis, operational reports, or other documents.
Receives various forms, reports, correspondence, position detail reports, budget reports, salary projections, policies, procedures, manuals, reference materials, or other documentation; and reviews, completes, processes, forwards or retains as appropriate.
Bachelor’s Degree in Accounting, Finance, Business Administration, Organizational Management or related field required; three years of experience in budget and management analysis; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job.
Specific License or Certification Required: None