Budget Analyst II/Senior Budget Analyst

Budget Analyst II Salary Range

$87,014.00 - $130,520.00 Annually

Senior Budget Analyst Salary Range

$100,729.00 - $151,093.00 Annually

The City of Anaheim Finance Department seeks a dynamic, results-oriented Budget Analyst (Budget Analyst II or Senior Budget Analyst) to perform a variety of professional level duties and responsibilities involved in the development, evaluation, and review of City budgets. The Budget Analyst is responsible for coordinating budget development activities with assigned City departments and staff; performs a variety of professional, analytical, financial, management, and/or other administrative duties in providing responsible staff support; prepares PowerPoint presentations and disseminates information through attendance and participation in community and commission meetings and City Council workshops and meetings; conducts various studies including operational audits and productivity analyses; reviews, analyzes and forecasts citywide General Fund revenues including Transient Occupancy Taxes, Sales and Use Taxes, Property Taxes and other miscellaneous revenues; and carries out research and analysis in a variety of areas including financial planning, financial operations, and operations of different work processes.

The successful candidate will provide competent, consistent, and professional services using the following values and expectations:

• Strong work ethic – exhibits honesty and integrity.
• Customer service– provides responsive customer care and maintains a high level of service expectations.
• Takes initiative - demonstrates a can-do attitude and values cooperation at all levels.
• Effective communicator – displays strong verbal and written communication skills.
• Dependable – plans and organizes work to meet schedules and deadlines
• Team player - believes no task is too small or large, quick to assist where needed.
• Agile - cooperative and adaptable when changes arise.

Candidates must possess at least two years of responsible experience in the preparation and monitoring of budgets and/or in the areas of financial, administrative, and management analysis including the conduct of budget analyses, operational audits, and management studies supplemented by a Bachelor's degree from an accredited college or university with major course work in finance, accounting, business administration, public administration, or a related field. An equivalent combination of experience and education sufficient to perform the essential job functions and provide the required knowledge and abilities is qualifying.

Ideal candidates will possess government agency budget analysis experience, including revenue and expenditure forecasting. Experience with an enterprise resource planning (ERP) financial system such as CGI, Oracle, Peoplesoft, SAP, etc., and Microsoft Office (Excel, Word, and PowerPoint) is essential.

DISTINGUISHING CHARACTERISTICS:

The Budget Analyst II is the full journey-level class within the Budget Analyst series. Employees within this class are distinguished from the Budget Analyst I by the performance of the full range of duties as assigned. Employees at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies within the work unit.

The Senior Budget Analyst is the advanced journey-level class in the Budget Analyst series. Positions at this level are distinguished from other classes within the series by the level of responsibility assumed and the complexity of duties assigned. Employees perform the most difficult and responsible types of duties assigned to classes within this series. Employees at this level are required to be fully trained in all procedures related to the assigned area of responsibility and require minimal instruction or assistance

ESSENTIAL FUNCTIONS:

The following functions are typical for this classification. Incumbents may not perform all of the listed functions and/or may be required to perform additional or different functions from those set forth below to address business needs and changing business practices.

Budget Analyst II Essential Functions

• Coordinate and participate in the work of other staff and teams involved in developing, preparing, and monitoring operating and capital budgets for assigned departments.
• Develop and review budget proposals for assigned departments and make recommendations to upper-level management staff.
• Identify, review, and present recommendations to City management regarding alternative funding and service level recommendations.
• Identify and resolve budgetary and financial issues and problems; provide timely, accurate, and informative financial analysis; perform financial analysis and financial forecasting as assigned; review and evaluate cost benefit proposals; make recommendations for improvements.
• Participate in the production of financial reports and budget reports for Citywide and department use.
• Participate in the development and publishing of budget documents; develop, prepare, and disseminate the City’s proposed and adopted budget documents.
• Monitor assigned Departments’ operating and capital budgets to ensure expenditures are appropriately accounted for and activity does not exceed authorized spending limits; ensure expenditures comply with all appropriate financial guidelines as well as department and City policies and procedures; notify executive managers of potential issues, recommend remedies, and prepare appropriate documentation for budget adjustments are necessary.
• Oversee the maintenance and input of employee data related to the City’s employee involvement program; schedule and conduct field presentations.
• Maintain assigned budget and financial databases and systems; problem solve and troubleshoot technical and functional issues related to the City’s budget and financial systems.
• Conduct productivity and efficiency audits of selected City operations; collect, monitor and analyze data for productivity studies; conduct interviews and field site visits; recommend improvements in work methods, workflow, and organizational structure; participate in and direct meetings with key management staff.
• Provide staff assistance to management staff; participate in special projects as assigned; participate on and provide staff support to a variety of committees and groups; prepare and present staff reports and other correspondence as appropriate and necessary.
• Attend and participate in professional group meetings; maintain awareness of new trends and developments in the field of municipal budgeting, public administration, and related fields; incorporate new developments as appropriate.
• May direct the work of support staff on a project or day-to-day basis.
• Provide training and technical support to assigned departments regarding operational policies and procedures.
• Perform related duties as required.

Senior Budget Analyst Essential Functions

• Develop and coordinate policies and procedures for the budget development process.
• Lead, coordinate, and participate in the work of other staff and teams involved in developing, preparing, and monitoring operating and capital budgets for assigned departments.
• Develop and review budget proposals for assigned departments; provide detailed analysis of annual budget requests including variance analysis of expenditures and revenue trends; prepare budget income statement; provide executive level management staff with accurate and complete budget analysis including variance and statistical reports.
• Identify, review, and present recommendations to City management regarding alternative funding and service level recommendations; review, project, forecast, and analyze major City revenues including property tax, sales tax, and transient occupancy tax.
• Identify and resolve complex budgetary and financial issues and problems; provide timely, accurate, and informative financial analysis; perform complex financial analysis and financial forecasting as assigned; review and evaluate cost benefit proposals; make recommendations for improvements.
• Lead and participate in complex financial analyses of proposed policy changes; serve as a liaison between departmental management teams; provide information and analytical support involving major projects of Citywide interest.
• Participate in the production of financial reports and budget reports for Citywide and department use.
• Participate in the development and publishing of budget documents; develop, prepare, and disseminate the City’s proposed and adopted budget documents.
• Monitor assigned Departments’ operating and capital budgets to ensure expenditures are appropriately accounted for and activity does not exceed authorized spending limits; ensure expenditures comply with all appropriate financial guidelines as well as department and City policies and procedures; notify executive managers of potential issues, recommend remedies, and prepare appropriate documentation for budget adjustments as necessary.
• Oversee and maintain the City’s on-line budget system including salary and benefits forecasting tables, budget forms, formatted system queries, consolidation tables, and related information; problem solve and troubleshoot technical and functional issues related to the City’s budget and financial systems.
• Design, plan, supervise, and participate in productivity and efficiency audits and studies; provide recommendations for improving the operational efficiency of departments.
• Review, evaluate, and approve for cost benefit, computer related acquisition requests including computers, automated systems, and related equipment.
• Design, plan, and conduct City wide training programs for computerized financial systems including the budget and general ledger systems; advise staff on proper accounting for expenses and revenues.
• Provide staff assistance to management staff; participate in special projects as assigned; participate on and provide staff support to a variety of committees and groups; prepare and present staff reports and other correspondence as appropriate and necessary.
• Attend and participate in professional group meetings; maintain awareness of new trends and developments in the field of municipal budgeting, public administration, and related fields; incorporate new developments as appropriate.
• Perform related duties as required.

QUALIFICATIONS:

Budget Analyst II Qualifications

Experience and Education: Two years of experience in the preparation and monitoring of budgets and/or in the areas of financial, administrative, and management analysis including the conduct of budget analyses, operational audits, and management studies supplemented by a Bachelor’s degree from an accredited college or university with major course work in finance, accounting, business administration, public administration, or a related field. An equivalent combination of experience and education sufficient to perform the essential job functions and provide the required knowledge and abilities is qualifying.

Knowledge of: Budget development, monitoring, and reporting principles and practices; general accounting principles and practices; financial analysis and modeling methods and tools; principles and practices of revenue forecasting; automated financial systems; principles of general auditing; principles and practices of public administration; organization and operation of municipal government; organizational and management practices as applied to the analysis and evaluation of programs, policies, and operational needs; principles and applications of critical thinking and analysis; techniques and formulae for administrative, financial, and comparative analyses; principles and practices of statistical analysis and research; principles of program performance measurement; modern methods and practices of productivity improvement; principles and practices of training; principles of project design; methods and techniques of effective technical, administrative, and financial record keeping, report preparation, and presentation; principles of business letter writing; pertinent federal, state, and local laws, codes, and regulations; office procedures, methods, and equipment including computers and applicable software applications such as word processing, spreadsheets, and databases.

Ability to: Participate in the development and monitoring of departmental, divisional, and program/project operating and capital project budgets, costs, and schedules; perform the full range of professional analytical, programmatic, and administrative duties involving the use of independent judgment and personal initiative; coordinate and participate in the work of interdisciplinary intra-departmental teams involved in developing and monitoring budgets; analyze problems, identify alternative solutions, project consequences of proposed actions and implement recommendations in support of goals; collect, evaluate, and interpret varied information and data; formulate, plan, and execute routine financial and budgetary analyses and studies; perform financial analysis and modeling; prepare clear and concise technical, administrative, and financial reports; prepare clear, accurate, and concise tables, schedules, summaries, and other materials in statistical and narrative form; establish and maintain various data collection, record keeping, tracking, filing, and reporting systems; analyze and synthesize information in a concise manner and make recommendations on strategies to resolve issues; understand the organization and operation of the City and of outside agencies as necessary to assume assigned responsibilities; understand, interpret, and apply general and specific administrative and departmental policies and procedures as well as applicable federal, state, and local policies, laws, and regulations; properly interpret, ensure compliance with, and make recommendations in accordance with laws, regulations, and policies; work cooperatively with other departments, City officials, and outside agencies; respond tactfully, clearly, concisely, and appropriately to inquiries from the public, City staff, or other agencies on sensitive issues in area of responsibility; organize and prioritize timelines and project schedules in an effective and timely manner; operate and use modern office equipment including a computer and various software packages; exercise good judgment and maintain confidentiality in maintaining critical and sensitive information, records, and reports; communicate clearly and concisely, both orally and in writing; and establish and maintain effective working relationships with those contacted in the course of work.

Senior Budget Analyst Qualifications

Experience and Education: Three years of responsible experience in the preparation and monitoring of budgets and/or in the areas of financial, administrative, and management analysis including the conduct of budget analyses, operational audits, and management studies supplemented by a Bachelor’s degree from an accredited college or university with major course work in finance, accounting, business administration, public administration, or a related field. An equivalent combination of experience and education sufficient to perform the essential job functions and provide the required knowledge and abilities is qualifying.

Knowledge of: Principles and practices of lead supervision and training; advanced principles and practices of budget development, monitoring, and reporting; municipal accounting principles and practices; financial analysis and modeling methods and tools; principles of cost-benefit analysis; principles and practices of revenue forecasting; principles of auditing; automated financial systems; principles and practices of public administration; organization and operation of municipal government; organizational and management practices as applied to the analysis and evaluation of programs, policies, and operational needs; principles and applications of critical thinking and analysis; techniques and formulae for administrative, financial, and comparative analyses; principles and practices of statistical analysis and research; principles of program performance measurement; modern methods and practices of productivity improvement; principles of project design; methods and techniques of effective technical, administrative, and financial record keeping, report preparation, and presentation; principles of business letter writing; pertinent federal, state, and local laws, codes, and regulations; office procedures, methods, and equipment including computers and applicable software applications such as word processing, spreadsheets, and databases.

Ability to: Lead, organize, and review the work of professional and technical personnel; oversee and participate in the development and monitoring of departmental, divisional, and program/project operating and capital project budgets, costs, and schedules; assess appropriateness of budget requests and recommendations; develop policy and procedure statements; perform a variety of complex professional analytical, programmatic, and administrative duties involving the use of independent judgment and personal initiative; coordinate and participate in the work of interdisciplinary intra-departmental teams involved in developing and monitoring budgets; analyze complex problems, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of goals; design and administer special projects and analyses; collect, evaluate, and interpret varied information and data; formulate, plan, and execute complex financial and budgetary analyses and studies; perform difficult financial analysis and modeling; prepare clear and concise technical, administrative and financial reports; prepare clear, accurate, and concise tables, schedules, summaries, and other materials in statistical and narrative form; establish and maintain various data collection, record keeping, tracking, filing, and reporting systems; analyze and synthesize information in a concise manner and make recommendations on strategies to resolve issues; understand the organization and operation of the City and of outside agencies as necessary to assume assigned responsibilities; understand, interpret, and apply general and specific administrative and departmental policies and procedures as well as applicable federal, state, and local policies, laws, and regulations; properly interpret, ensure compliance with, and make recommendations in accordance with laws, regulations and policies; work cooperatively with other departments, City officials, and outside agencies; respond tactfully, clearly, concisely, and appropriately to inquiries from the public, City staff, or other agencies on sensitive issues in area of responsibility; organize and prioritize timelines and project schedules in an effective and timely manner; operate and use modern office equipment including a computer and various software packages; analyze complex automation requests; exercise good judgment and maintain confidentiality in maintaining critical and sensitive information, records, and reports communicate clearly and concisely, both orally and in writing; and establish and maintain effective working relationships with those contacted in the course of work.

SUPPLEMENTAL INFORMATION:

The City of Anaheim reserves the option to hire at either Budget Analyst II or Senior Budget Analyst level based on candidate qualification and the selection process.

IMPORTANT APPLICATION INFORMATION AND INSTRUCTION

Applications will be accepted until Friday, December 6, 2024, at 5:00 PM. Applicants are encouraged to apply early. Applications will not be accepted after this deadline.

The selection process may consist of a minimum of skills examination and oral interview.

The eligibility list established from this recruitment may also be used to fill the current and/or additional vacancies throughout the City.

Candidates must be specific and complete in describing their qualifications for this position. Failure to state all pertinent information may lead to elimination from consideration. Stating "See Resume" is not an acceptable substitute for a completed application.

The successful candidate will be required to undergo a reference / background check (to include a conviction record) and pass a post-offer pre-employment medical examination (which will include a drug/alcohol screening). The City of Anaheim utilizes E-Verify and new employees must provide documentation to establish both identity and work authorization.

Communication regarding your application and/or status will be sent to the email address listed on your application. Please check your email regularly throughout the recruitment process as you will not receive communications by any other method.

Equal Opportunity Employer