Budget Coordinator

Budget Coordinator
City of Milton
 Milton, Florida
Job Description


An employee in this classification performs technical budget coordination work in the development and implementation of the City’s annual budget by department and appropriation. An employee in this class is responsible for compiling budget requests, performing monthly budget adjustments, performing detail analysis work in budget formulation and administration, and assisting in budget monitoring and control functions. Utilizes specialized software applications. Work is subject to review by the City Manager. Performance is evaluated by observation of results achieved and is reviewed through periodic conferences with the City Manager. Position is contract and is not subject to Union participation due to the confidential administrative and management duties assigned.


  • EDUCATION: Bachelor’s Degree from an accredited college or institution in the general course subjects relating to business, management, accounting, etc.
  • EXPERIENCE: Five (5) years of progressively responsible experience, including budgeting responsibilities. Experience in accounting, finance or budgeting processes. Familiarity with the various operations of local government is preferred. Ability to conduct internal audits preferred.


  • Proficiency in spread sheet and word processing software.
  • Proficiency in budget analysis, coordination, and preparation for local government.

ESSENTIAL JOB FUNCTIONS: (These examples are only representative work samples for this classification and do not include all duties or special work assignments that may be required of this classification or job.)

  • Develop and implement an indirect cost plan.
  • Work with the City Manager on the development, management, and preparation of the annual budget to include preparing anticipated payroll expenses; operating expenses; debt service obligations; capital expenditure costs; finance committee coordination; assisting department heads in submission requests; and final preparation of all budget documents.
  • Analyze and coordinate budget data prepared by departments for completeness, accuracy, and conformance to prevailing policies and procedures.
  • Produce the annual City Budget Book for use by staff, council, and the public which conveys budget information for end users.
  • Review and analyze budget requests.
  • Participate in conferences and hearings regarding budgetary requirements of the City.
  • Prepare various financial schedules, analysis, reports, and other documents, either manually or with computer assistance.
  • Assist department personnel in the maintenance of property appropriations and allotment accounts.
  • Work closely with purchasing and finance to ensure funding availability.
  • Assist auditors with budgetary information and reports for annual audit.
  • Maintain and update State Telecommunication Tax Revenue Database.
  • Prepare fuel rebate reports for transmission quarterly to the State of Florida.
  • Prepare calculation and taxable property list for the Fire Tax Assessment.
  • Become completely familiar with the TRIM process of the State of Florida and ensure the hearings and reports are filed correctly and timely in compliance with the TRIM process.
  • Be an independent audit party to check bank statements, checking accounts, and entries for accuracy and sound accounting practices.
  • Draft ordinances, resolutions, and reports to the City Council and City Manager.
  • Perform other duties as assigned.
  • Receive the budget estimates from all the departments of the organization and critically examine them for correctness, accuracy and completeness.


  • Knowledge of budgeting practices and principles.
  • Knowledge of laws, ordinances, and regulations governing municipal financial matters.
  • Knowledge of computer fundamentals and operation.
  • Ability to use judgement with doing budget planning to discern the expenditures most necessary for the best function of the City.
  • Ability to organize and present clear and concise oral and written reports.
  • Ability to establish and maintain effective working relationships with associates and the public.
  • Ability to operate computer and spreadsheet software and other standard office equipment.
  • Perform complicated mathematical calculations and analyses.
  • Ability to analyze quantifiable data to produce statistically valid conclusions and recommendations.
  • Thorough knowledge of modern office practices and procedures.
  • Thorough knowledge of business English, spelling, bookkeeping, and mathematical computations.
  • Ability to assimilate data from a variety of sources, analyze it, and make concise reports.
  • Capability to use independent judgment in making decisions in accordance with established City policy objectives.
  • Ability to use mature judgment and discretion in dealing with privileged information or sensitive personnel matters.
  • Ability to communicate clearly and effectively both orally and in writing.


  • Normal office hours, Monday through Friday. Overtime may be required.
  • Reports directly to the City Manager and may be designated as essential personnel in case of a natural disaster.


The employee in this position is in constant communication with coworkers, elected officials and the public. Employee must be able to communicate clearly and effectively and exchange accurate information in person and on the phone. The employee must be able to review documents in paper or electronic form. The employee regularly lifts and/or moves up to 10 pounds and occasionally lifts and/or moves up to 20 pounds. Must be able to utilize a variety of office equipment and a computer. The employee must be able to prepare the budget and use the computer software for its completion.

This description does not constitute a written or implied contract of employment. Duties may be modified as necessary. Reasonable accommodations may be made for qualified individuals who identify themselves with a disability pursuant to the ADA.