GENERAL DESCRIPTION The Budget Officer has the primary responsibility for managing and directing the annual operating budget and capital budgets. Manages the annual operating budget and lifetime budgets; develops, reviews and approves associated budgets; monitors budget performance for all programs and departments in the City; helps establish objectives and design and implementation of supporting programs, and processes, policies and procedures to successfully achieve those objectives; manages the Budget Office, including supervision of staff and the development, administration and control of the associated budget; and facilitates the development and tracking of performance measurements for all City departments.
Works under the general supervision of the Financial Planning and Reporting Officer.
Provides direct supervision of Senior Budget Analysts and Budget Analysts, and other assigned Budget Office staff.
NATURE OF WORK ESSENTIAL FUNCTIONS: The list of essential functions, as outlined herein, is intended to be representative of the tasks performed within this classification. It is not necessarily descriptive of any one position in the class. The omission of an essential function does not preclude management from assigning duties not listed herein if such functions are a logical assignment to the position. Plans, directs, coordinates, and reviews the work of assigned staff; assigns work activities and coordinates schedules, projects, and programs; provides constructive feedback; reviews and evaluates work and makes effective suggestions and recommendations. Coaches, trains and motivates staff; coordinates and/or provides staff training; and manages employee relations; manages the workflow and prioritization of projects and measures the performance of the division and all related staff and takes appropriate corrective action when necessary; provides advice and counsel to staff; develops developmental work plans with staff; implements corrective actions, discipline and termination procedures as appropriate/necessary. Manages, directs, and plans the production, review, and presentation of the City budget for Council adoption; writes and reviews staff reports and prepares presentation materials of issues and presents to City Council; responds to requests for information from the City Council, Mayor, City Manager, staff, other governmental agencies and the public on budgetary and financial issues; manages and monitors current year and lifetime project budget performance; performs budget analysis and reconciles discrepancies; and prepares monthly and quarterly financial reports. Produce salary projections for annual budget. Calculate financial impact of union contract proposals. Develop and manage performance measurement system and reporting structure. Directs and manages the City’s Performance Management program to identify, capture, evaluate, document and disseminate information that may be useful in the management and administration of City programs; directs and manages the City Capital Improvement process to standardize the approach for management of capital projects. Acts as a technical resource to management and staff of other departments regarding budget and finance issues; provides timely, accurate and informative financial analysis; identifies and resolves budgetary and financial issues and problems; coordinates with management and staff across the City; attends and/or presents at public meetings on City issues; and leads and/or supports the community relations and public information effort applicable to the department and to City budget issues. Directs the preparation of policies which affect budgetary performance including summary and analysis of issues and recommendations to the City's executive management; researches issues and developed strategies to resolve issues; and conducts follow-up to ensure that the issues have been resolved. Develops, administers, maintains, and oversees the division's annual budget; makes recommendations and forecasts for future funds needed for staffing, equipment, materials, and supplies; reviews and approves division expenditures and implements adjustments.
Provides support to the Finance Director on matters as directed; serves as staff on a variety of boards, commissions, and committees; prepares and presents staff reports and other necessary correspondence; attends and participates in professional group meetings; maintains awareness of new trends and developments in the fields related to area of assignment including new auditing and accounting pronouncements; incorporates new developments as appropriate; ensures processes, policies and practices are interpreted and applied consistently and effectively; ensures accountability and compliance with all current and applicable state and federal laws, City policies and procedures, rules and regulations. Ensures high level of customer service standards throughout the department. Works with all divisions and departments to close out monthly/annually. Ensures annual review and update of Financial Management Manual. Analyze fiscal management and control practices and develop written procedures as needed. Responsible for assigning documentation of all standard operating procedures to staff. Responds to and implements recommendations from internal auditor. Develop and conduct training and instruction to Finance Department staff and staff citywide. Assists all departments with questions, research and resolution of issues. Analyzes complex financial information and reports to provide accurate and timely recommendations to management for decision-making purposes. Conducts independent research and applies analytical and problem solving skills to lead and complete numerous and diverse highly complex special projects. Plans, coordinates, schedules, assigns and reviews work and maintains work standards for division staff. Approves leave and timesheets. Prepares annual work plan documents for staff and evaluates staff; makes recommendations affecting employee status including, retention, advancement, discipline and recognition; monitors managers and supervisors engaged in performance management for consistency and quality. Evaluates staff performance and administers appropriate performance counseling and disciplinary action. Performs other related duties as required. Represents the City before the City Council, Legislature, and/or any governmental regulations. Attends committee/commission meetings as required, which may occur during evening hours.
EDUCATION AND EXPERIENCE A Bachelor’s Degree in Accounting, Business, Finance, Economics, Public Administration or related field and six (6) years of job-related experience in budget, finance and accounting, four (4) years of which must have been in a lead or supervisory capacity. Higher education may substitute for experience at a rate of 30 semester hours of education equal to one (1) year of experience. Supervisory or lead capacity experience cannot be substituted.
ADDITIONAL REQUIREMENTS • CFA, CPA and/or MBA preferred. • Experience in municipality, county or government organization is preferred. • Proficient in Microsoft Office, especially Excel, Word, PowerPoint, Outlook, Access • Proficient in accounting database software, Tyler Munis or JD Edwards and report writer software
Knowledge, Skills, and Abilities
Knowledge of operational characteristics, services, and activities of a budget division and associated fiscal functions; Accounting theory, principles, and practices; financial and business practices with advanced skills in public budgeting; business/industry principles and practices for the area of responsibility; governmental budget preparation and administration principles and practices; financial and business theory, principles, and practices; internal control principles and practices; financial analysis principles and practices; Principles and practices of program development and administration; Program/project management techniques and principles; Applications of electronic data processing and analysis; Pertinent state and federal regulations; City policies, procedures, rules and regulations; External and management reporting requirements and report preparation; Principles and practices of program development and administration; Program/project management techniques and principles; Principles and practices of governmental budget preparation and administration; Supervisory principles, methods and techniques; Modern office procedures, methods, and equipment including computers; Computer applications such as word processing, spreadsheets, and statistical databases.
Ability to utilize personal computer software programs affecting assigned work and in compiling and preparing spreadsheets; Establishing and maintaining effective working relationships with other department staff, management, vendors, outside agencies, community groups and the general public; Interpreting and administering policies and procedures sufficient to administer, discuss, resolve, and explain them to staff and other constituencies; Analyzing complex financial and policy issues; Developing, reviewing, and monitoring operating and capital budgets; Applying advanced project management techniques and principles; Conceptualizing, influencing, and developing objectives, goals and guidelines related to Budget; Preparing and analyzing complex data and numerical computations and comprehensive reports; Using a variety of professional management and technical concepts to solve complex problems in creative and effective ways; Maintaining confidentiality and communicating with tact and diplomacy; Supervising the operations, programs, and services of the Department, including supervising and delegating tasks and authority; Responding to inquiries and in effective oral and written communication; Researching, analyzing, and evaluating new service delivery methods and techniques; Applying advanced project management techniques and principles.
Skill in designing and developing a variety of financial reports, tools, and models; report writing and presentation using a variety of media or verbal communication; effective oral and written communication; and developing and maintaining effective business relations.
SPECIAL QUALIFICATIONS Must be bondable. Physical Demands/Work Environment Work is performed in a typical office setting with appropriate climate controls. Tasks require a variety of physical activities not generally involving muscular strain. Periodic walking, standing, stooping, bending, sitting, and reaching are required in the normal course of essential job duty performance. Speaking, hearing, and seeing are essential to the effective performance of position tasks. Common eye, hand, and finger dexterity are required for most essential functions. Mental application includes memory utilization, emotional stability, discriminating thinking, and creative problem solving. Periodic travel may be required. Some irregular working hours may be necessary due to deadlines and scheduled meetings. ADA/EEO Compliance The City of Santa Fe is an Equal Opportunity Employer. In compliance with the American's with Disabilities Act, the City will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective employees and incumbents to discuss potential accommodations with the employer.
VETERAN’S HIRING INITIATIVE
Pursuant to City of Santa Fe Resolution No. 2013-079, the City of Santa Fe Human Resources Department (HRD) has implemented a Veterans’ Hiring Initiative policy in order to provide opportunities for veterans who meet or exceed the minimum qualifications for city employment to obtain City employment. The Governing Body does not guarantee that a veteran shall be hired for the position being applied for, only that the veteran will be given an interview; and, it does not intend to supersede or modify any collective bargaining agreement that is currently in place with the City of Santa Fe.
Job applicants who are veterans who have an honorable discharge from the military or are members of the National Guard or Reserve who have successfully completed basic training, must use the Veteran Certification Form to identify themselves and then must attach a copy of their DD214 or DD215 and/or their proof of current Active, Guard or Reserve enlistment in order to certify their status.