Budget Manager

Budget Manager
City of Winter Springs Finance Department
 Winter Springs, Florida
Job Description

Highly responsible professional position involving budgetary and fiscal analysis resulting in the preparation and annual oversight of a comprehensive City-wide budget that is compliant with Florida’s TRIM laws. This process will require strategic planning, knowledge of complex financial models and interface with multiple stakeholders (City Manager, Department heads, Mayor/Commission, citizen advisory boards, etc.).

Requires material participation in the development of a sound financial plan which aligns with business objectives and assistance to upper management in a variety of administrative/research functions and special projects.

Main Responsibilities:

  • Develop, analyze and interpret budget policy & procedure, directives, regulations; maintain budgetary records in compliance with State retention laws.
  • Prepare a detailed City-wide financial budget that complies with the TRIM process; gather, extract, review, verify, and consolidate a variety of narrative information and statistical data in order to present a budget that serves as a policy document, an operations guide, a financial plan and a communication device.
  • Assist Departments in developing and amending their budgets; work up the mid- and year-end budget amendments and present to Commission.
  • Recommend budgetary adjustments and develop narrative justification to support unanticipated changes in operations and/or funding to include preparation, analysis and administration of budget transfers and appropriations to/from fund balance; advise on the propriety and legality of using funds for specific purposes.
  • Determine the propriety and cost effectiveness of funding requests and expenditures through review of budget and accounting transactions and analysis of productivity, workload and program accomplishments.
  • Execute and oversee weekly, monthly and/or quarterly reviews such as budget variance analysis, short- and long-range forecasting; review and investigation of financial entries, documents, and reports for errors and inconsistencies; advise upper management on the allocation of the City’s resources as well as the efficiency and effectiveness of programs.
  • Use intuition and experience to complement data.
  • Set performance measurement standards, conduct performance measurement analysis, prepare reports and make recommendations for performance improvement.
  • Develop complex financial models utilizing Excel, Business Analytics, trend analysis, pro formas, the collaborative process, etc.
  • Assist and advise in the preparation and monitoring of the Five-Year Capital Improvement Program.
  • Monitor grant programs for required reporting and program compliance.
  • Financially evaluate assessment districts, advise board liaison(s), and perform the necessary administrative functions to levy annual assessments.
  • Supervise the Business Analyst positions to include training, job oversight and annual reviews which will invariably require competence with the job duties of that position.
  • Regular in-person attendance, since face-to-face interaction and coordination of work with other employees, outside colleagues, residents, or vendors, and all immediate access to documents or other information located only in the workplace is required

(These essential job functions are not to be construed as a complete statement of all duties performed. Employees will be required to perform other job-related marginal duties as required.)

Minimum Requirements:

  • MUST have expertise in Microsoft Excel (creating spreadsheets and using advanced formulas.)
  • Understanding of pivot tables
  • Up-to-date with accounting laws and regulations
  • Hands-on experience with financial and statistical software

Additional Competencies:

  • Financial Management
  • Problem Solving/Analysis
  • Strategic Thinking
  • Attention to Detail
  • Ethical conduct

Education and Experience:

  • Master’s degree in finance or related field with seven (7) years of experience in budget management and three (3) years of experience in government budgeting
  • Bachelor’s degree in finance or related field with ten (10) years of experience in budget management and three (3) years of experience in government budgeting

Essential Physical Skills:

  • Acceptable eyesight (with or without correction)
  • Acceptable hearing (with or without hearing aid)
  • Ability to communicate both orally and in writing
  • Ability to lift files, open filing cabinets, and stand as necessary
  • Ability to access, input and retrieve information from a computer

Working Hours and Environment:

  • Full-time, exempt position
  • Works inside an office environment

The work environment and physical demands described here are representative and not intended to be all-inclusive of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made when requested to enable individuals with disabilities to perform the essential functions.