Listing Summary

General Description

This position is in the Finance Department, under the direction of the CFO and City Manager, and oversees city-wide budget operations, including the annual budget development, monthly/quarterly reporting, training, and communication. Manages, directs, and supports budget staff members. Provides training and guidance to budget staff members and city departments on budget preparations and monitoring. Performs complex financial and statistical analyses, studies, and reports. Applies advanced knowledge of budget development, procedures, and systems. Develops standard operating procedures (SOPs) for Budget Division operations. 

Duties and Responsibilities

The functions listed below are those that represent the majority of the time spent working in this position. Management may assign additional functions related to the type of work of the position as necessary.

 

• Provides direct supervision to budget analysts.
• Presents and explains complex budgetary and financial analyses and makes sound recommendations to senior management and city departments.
• Reviews and approves budgetary impact of contracts and other items to be placed on the City Council agenda.
• Prepares the monthly finance report for the City Manager and City Council.
• Monitors budget activity and prepares budget amendments for approval by City Council. 
• Completes special projects as assigned, working on a wide variety of financial, administrative, professional, management, and community issues and problems of medium to high complexity.
• Interprets and applies laws, regulations, policies, and procedures for all aspects of the budget process.
• Writes detailed analysis reports with recommendations on a variety of budget and funding issues.
• Manages the annual budget development and reporting.
• Monitors budget to spending levels for City departments.
• Reviews available balances prior to approval of transfers, budget adjustments or amendments, and requisitions commitments.
• Provides strategic solutions to address projected budgetary concerns.
• Quantifies and evaluates budgetary impacts of requested program adjustments.
• Participates in revenue forecasting as part of the annual budget development process.
• Serves as SME on the city’s budget for the Finance Department, user departments, and other stakeholders in budget development, monitoring, execution, evaluation, and management oversight.
• Works with IT and other stakeholders to ensure that the ERP can produce reports necessary to accurately assist in budget development, monitoring, execution, and evaluation, and in management oversight.
• Manages the automation of the budgeting processes and implementation through utilization of the ERP.
• Links program and project reports to the line-item budget.
• Augments the budget execution reports to link performance to departmental and organizational goals and objectives. 
• Supports automation of website performance reports for operational budgets, funded capital projects, and grants programs.

 

Additional Functions

 

• Performs other related duties as required.

Minimum Education and Experience Requirements

• Requires a bachelor’s degree in finance, accounting, business administration, or a closely related field.
• Six years of progressive professional experience in finance, budget analysis, economics, or a closely related field are required, with at least three of the years in a public sector organization (Federal, State, or Local) and two years in a lead/supervisory capacity.
• SUBSTITUTION: A master’s degree in finance, accounting, business administration, or a closely related field may be substituted for two years of the above experience requirement.

 

Complexity

Work is substantially complex and varied, and requires the interpretation of technical and detailed guidelines, policies, and procedures in combination. Analytical ability is needed to gather and interpret data where answers can be found only after careful analysis of several facts.

 

Impact of Actions

Errors in work could lead to significant expense and inconvenience. The incumbent typically receives general direction, working from broad goals and policies only. The individual may participate heavily in setting work objectives.

Supervision Exercised

 

• Direct Supervision: Involves scheduling, supervision, and evaluation of work as a manager or the equivalent over the Assistant Managers, first-line supervisors, and analysts, as appropriate. This position has significant levels of input as it pertains to personnel actions, such as hiring, terminations, and pay changes.
• Indirect Supervision: Involves supervision and evaluation of work as a manager or the equivalent.

 

Contacts

 

• Internal Contacts: City Council, City Manager, ACMs, CFO, directors, deputy directors, managers, and analysts. Interaction involves some explanation and persuasion leading to resolution of moderately complex issues, e.g., project coordination and higher-level problem resolution.
• External Contacts: citizens, visitors and/or mid-level representatives of government agencies, guests, vendors, and professional contacts with allied organizations. Interaction requires substantial sensitivity and cooperation, e.g., high-level problem resolution.

 

ADA Compliance

Physical Ability: Tasks require the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (5-10 pounds). Tasks may involve extended periods of time at a keyboard or work station.

Sensory Requirements: Some tasks require the ability to perceive and discriminate sounds and visual cues or signals.  Some tasks require the ability to communicate orally.

Environmental Factors: Essential functions are regularly performed without exposure to adverse environmental conditions.