The fundamental reason this classification exists is to assist with performing a variety of professional level administrative and analytical work involving the preparation, study and application of District budgets and finances.
- Participate in annual operating, capital and District budget preparation and administration; conduct fiscal/economic impact studies and cost/benefit analyses; coordinate the preparation of manuals and comprehensive and timely budget documents.
- Assist with the preparation and administration of the District capital improvement program, debt management plan, and annual financial report; assist department and division heads in developing and improving policies, procedures, methods, and systems of operations.
- Perform comprehensive multiyear econometric models and scenarios, financial projections, and plans involving revenue and expenditure forecast analysis.
- Monitor District budget patterns and prepare and distribute budget reviews.
- Advise management, departments, and divisions on budget problems, policies, and procedures, and assist them in the maintenance of proper budgetary controls.
- Prepare and present formal and informal instruction to personnel.
- Write clear, complete and accurate reports from analysis of research or investigation.
- Research economic trends at national, regional, state and local levels.
- Conduct administrative and systems studies; evaluate and prepare reports and recommendations for improving policies, procedures, methods, and systems of operation.
- Conduct performance measurement/benchmarking and productivity studies; review performance and program direction; evaluate and recommend changes to improve productivity.
- Design and conduct surveys, economic impact studies, and prepare proposals on financial and staffing requirements; design, develop and perform various independent statistical and research studies to monitor economic processes affecting the budget.
- Utilize principles of cost accounting to monitor and update District fee schedules.
- Research special projects as assigned and prepare detailed financial analyses (ie. financial impacts related to grant applications, meet/confer proposals, expansion projects, etc.)
- Perform the costing of memorandum of understanding agreements.
- Complies with the rules, policies and procedures as set forth by the District.
- Perform other related duties as assigned.
- Generally Accepted Accounting Principles for governments.
- Theory of governmental accounting, including cash, accrual and modified accrual bases of accounting.
- Principles and practices of fund accounting.
- Principles and methods of cost accounting.
- Principles and practices of financial record keeping, control and reporting.
- Principles and practices of workflow and systems analysis.
- Methods and techniques of analysis and investigation.
- Pertinent federal, state, and local laws, codes and regulations.
- Principles of business letter writing and report preparation.
- Principles of practices of municipal budget preparation and administration.
- Office procedures, methods, and equipment including computers and applicable software applications such as word processing, spreadsheets, and databases; automated business computing systems.
- Analyze systems and procedures accurately and logically and implement improvements.
- Operate a variety of standard office equipment requiring continuous or repetitive arm-hand movements such as a calculator or computer keyboard.
- Remain in a sitting position for extended periods.
- Enter data or information into a terminal, PC or other keyboard device.
- Make independent decisions as they may relate to accounting and budget.
- Use good judgment and make difficult independent decisions without direct supervision.
- Prepare and administer budgets.
- Maintain sustained attention to detail, prioritize workload, manage multiple tasks with competing deadlines.
- Analyze problems, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of goals.
- Work under pressure, handle significant problems and tasks that arise simultaneously and/or unexpectantly.
- Communicate effectively, both orally and in writing, in the English language with customers, clients, employees and the public in face-to-face, one-on-one settings, in group settings, or using a telephone on both technical and non-technical matters.
- Produce written documents in the English language with clearly organized thoughts using proper sentence construction, punctuation, and grammar. o Understand and follow oral and written instructions in the English language.
- Comprehend and make inferences from written materials in the English language.
- Establish and maintain effective working relationships by working cooperatively with others.
- Enforce all District policies. o Maintain a positive and professional work environment.
- Work safely and courteously to promote a strong team atmosphere.
- Active Listening: Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Reading Comprehension: Understanding written sentences and paragraphs in work related documents.
- Speaking: Talking to others to convey information effectively.
- Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Judgment and Decision Making: Considering the relative costs and benefits of potential actions to choose the most appropriate one.
MINIMUM EDUCATION, EXPERIENCE AND TRAINING
- Bachelor’s Degree from an accredited college or university recognized by the U.S. Department of Education in Accounting, Finance, Statistics and Research, Economics, or related field.
- Three (3) years of full-time, professional experience in budget, finance, economics, management analysis, or accounting work demonstrating increasingly responsible budget and finance experience in government.