Budget Analyst

Budget Analyst
City of Boca Raton - Office of Management & Budget
 Boca Raton, Florida
Job Description


Performs responsible professional work in budgetary analysis which uses common procedures and practices, regulations, and organizational policies to develop and implement the City budget. Under the general direction of the Management and Budget Director and the Senior Budget Analyst, assist departments in preparing budget requests and justifications by gathering, extracting, reviewing, verifying, and consolidating a variety of narrative and statistical data; examining budget requests for accuracy and conformance with procedures and regulations; and comparing budget requests with prior year estimates and current operating reports. May perform more complex assignments to assist Management and Budget Director.


  • Coordinates in the preparation of the City's annual budget document;
  • Compiles special reports or summaries affecting various segments of the budget;
  • Coordinates the preparation of the City’s 5-Year Capital Improvements Program document;
  • Assists in the maintenance of the database and related reports of the City’s annual budget forecasting model which projects revenues and expenses;
  • Prepares fiscal impact statements on all ordinances and resolutions presented to Council for action;
  • Performs a variety of budgetary support services;
  • Lays out, reproduces, and assembles all proposed budget documents and final CIP and Annual Budget documents;
  • Assists in Truth in Millage (TRIM) compliance procedures;
  • Analyzes financial data presented by all departments to determine its accuracy and compliance with budgeting procedures;
  • Confers with department heads and/or division heads to obtain additional information when required;
  • Conducts annual surveys of surrounding municipalities and other taxing authorities regarding proposed and final mileage rates, water rates, utility service taxes, and garbage fees;
  • Works with non-profit organizations that formally request funding from the City by collecting information from them required by Council to make their decisions;
  • Budget review and approval of all capital purchase requests;
  • Serves as Budget Director when required;
  • Answers questions in regard to proposed and final tax bills.


  • General knowledge of the theories, principles, practices, and techniques of accounting, financial analysis and budgeting;
  • General knowledge of the State laws, ordinances and regulations governing budget and other municipal financial compliance matters;
  • General knowledge of the functions and operation of municipal agencies;
  • Ability to resolve issues and make recommendations for process improvement;
  • Ability to adapt to changing work environment and competing demands;
  • Ability to analyze and develop budget estimates;
  • Ability to conduct detailed research and prepare reports and findings;
  • Ability to manage changes, delays or unexpected events;
  • Ability to use standard office software programs including Microsoft Word, Excel, PowerPoint and Outlook;
  • Ability to communicate effectively both orally and in writing;
  • Ability to establish and maintain effective working relationships with City officials and associates;
  • Ability to work independently with high initiative while also being comfortable working as a team member;
  • Ability to understand, follow and carry out complex oral and written directions.


  • Bachelor’s Degree in Finance, Accounting, Business Administration, or related field is required;
  • Two (2) years’ experience working in budget, accounting, or finance environment required;
  • Budget experience within a government environment preferred;
  • Proficiency with Microsoft Excel, Word, and Outlook or equivalent, required.


  • Possession of a valid State of Florida driver's license.


The environmental conditions and physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the essential functions of this job, the employee is frequently required, weekly or up to daily, to:

  • Lift or carry objects up to 20 pounds;
  • Stoop and bend;
  • Reach and grasp objects;
  • Use manual dexterity or fine motor skills;
  • Have the ability to identify and distinguish colors;
  • Communicate orally;
  • Hear;
  • Push or pull carts or other such objects;
  • Reading comprehension to proofread and check documents for accuracy;
  • Use a keyboard to enter and transform words or data;
  • Use a video display terminal;
  • Work in a normal office environment with few physical discomforts; and/or
  • Work with equipment or performing procedures where carelessness would probably result in minor cuts, bruises or muscle pulls;
  • Work a fluctuating work schedule as needed.