JOB SUMMARY: The Budget Financial Analyst develops the system and processes used to create and maintain the County's annual operating budget and five year Capital Improvement Plan and serves as a resource for other staff to provide technical expertise and budget and plan support.
DUTIES & RESPONSIBILITIES: Develop County budget and Capital Improvement Plans: • Project revenue and expenses for the annual operating budget; • Compile revenue source data from levies, tax dollars from residents, grants, and state funds; • Conduct data and trend analysis; • Build financial models to explain cash flow and financial impacts; • Forecast potential cost increases for budgeted expenses; • Consult with staff about projects, programs or plans that impact budgets; • Review projections and potential budget scenarios with the County Administrator and Deputy County Administrator; • Participate in strategic planning; • Conduct feasibility studies to develop budget and financial goals; • Review budgets and capital improvement plans; • Coordinate the countywide budget and capital improvement plan; • Analyze each department's written submissions and oral presentations; • Identify taxpayer impact of budgets; • Amend budgets; • Develop Capital improvement process including dates, budget themes and assumptions; • Evaluate policy issues impacting budgets of Capital Improvement Plans; • Identify and assess the recommended budget implications and consequences; • Review and monitor legislative activity; • Evaluate the impact of legislative actions on the County and taxpayers; and • Prepare position papers, presentations and relevant data for consideration by policy makers.
Provide budget and capital improvement plan support and project management: • Review countywide budget and financial systems; • Identify system problems and needs; • Make and implement change recommendations to processes or systems; • Monitor the effectiveness of changes made; • Establish priorities and schedule project work; • Coordinate and produce the final budget and capital improvement plan for public viewing; • Collect data and prepare reports regarding amendments to the budget or capital improvement plan; • Monitor the budget through the fiscal year to ensure compliance with the amended budget and make policy makers aware of any budgeting issues. • Attend annual training to prepare for the budgeting process; • Develop annual budget preparation training for staff; • Facilitate budget preparation training to managers (financial statement analysis, research variances and changes that affect the budget such as legislation, grants or tax levies); and • Respond to inquiries about preparing department budgets.
Perform other duties as assigned.
WORK ENVIRONMENT: Work performed is sedentary in nature, and typically performed within the Government Center or satellite office. Lifting requirement of up to 50 pounds on an occasional basis. Equipment used may include, but is not limited to, computer, , calculator, telephone, and copy and fax machine.
Work interruptions are frequent. There is some pressure associated with dealing with individuals who may be emotionally charged and with project or activity deadlines and details. Driving or riding to work at a service center, attend meetings, participate in or lead training sessions, etc. may be required. May involve exposure to environmental conditions.
Additional physical/mental requirements that occur may not be listed above, but are inherent in performing the position's essential functions.
This job description is intended to describe the kinds of tasks and level of work difficulty being performed by people assigned to this classification. The list of responsibilities is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The County retains the discretion to add or change the contents of this job description at any time.
EMPLOYMENT CRITERIA: MINIMUM QUALIFICATIONS: This position requires a Bachelor's degree in accounting, business administration, public administration or a related field and five years of related governmental budget or finance experience, or equivalent.
CORE COMPETENCIES, JOB SPECIFIC KNOWLEDGE, SKILLS AND ABILITIES REQUIRED FOR SUCCESSFUL JOB PERFORMANCE Core Competencies outline essential business and professional traits necessary to perform this job. • Promote a diverse, culturally competent, and respectful workplace; • Demonstrates knowledge of Governmental Accounting Standards Board (GASB) pronouncements; • Demonstrates knowledge of Governmental Accounting, Auditing and Financial Reporting (GAAFR); • Demonstrates knowledge of Generally Accepted Accounting Principles (GAAP); • Demonstrates knowledge of and Government Finance Officers Association (GFOA) best practices; • Demonstrates knowledge of spreadsheets, databases, financial modeling, budgeting practices, and advanced financial concepts; • Demonstrates skills in office productivity applications and financial systems used to prepare analysis; • Demonstrates skills in presenting findings and proposals to decision makers and in sharing financial systems and budgeting expertise with others; • Demonstrates ability to work well under pressure; and • Demonstrates knowledge of laws governing the public or private nature of data.