Budget Manager (Confidential/Unrepresented)

The City of Lodi is looking for a highly motivated, flexible, and organized professional with great technical and interpersonal skills to join the Internal Services Department as the next Budget Manager. This position directly supervises one Budget Analyst and reports to the Assistant City Manager. The Internal Services Department encompasses five divisions, Budget, Finance, Human Resources, Information Technology, and Revenue. This is an exciting opportunity for an experienced budget professional to join an excellent team. The City offers competitive wages, excellent benefits and a 9/80 work schedule. Council approved salary increases will provide a 4% increase in January 2025.

The Budget Manager performs highly responsible and professional work in planning, directing, and analyzing programs and activities related to preparation of the City's Financial Plan, long-range budget projections, and Annual Budget; oversees investments, and purchasing operations; performs highly advanced and complex analytical work for the City Manager or designee on a wide array of projects and programs designed to maximize the efficiency and effectiveness of City operations; perform other work as assigned.

EXAMPLES OF DUTIES:

• Plans, organizes, analyzes and communicates the City's annual operating and capital improvement budget development process; coordinates and compiles data, recommends and prepares budget amendments; maintains continuous review of budget expenditures; recommends appropriate action in response to budget variances; conducts budget meetings; conducts training on budget process;
• Provides consulting services to departments regarding a variety of issues, including budget and CIP preparation, strategic planning, work plans, benchmarking, fiscal administration, program analysis, and policy development;
• Manages the City's investment portfolio;
• Plans, organizes and administers the development of annual and long-term budgets; develops and implements complex financial models for analysis and presentation of financial information; Maintains and updates budget policies and procedures; recommends new budgeting policies and procedures as circumstances dictate;
• Performs analytical studies related to the efficient and effective operations of the City; work involves establishing short-, mid-, and long-term goals and objectives; developing guidelines, procedures, rules and regulations; developing schedules, priorities, and standards for achieving established goals; and coordinating and evaluating program activities;
• Analyzes costs in relation to services performed and prepares recommendations for budget revisions; prepares analysis of budget variances and forecast expenditures for departments and the City; facilitates the development and implementation of enhanced and innovative budgeting techniques; ensures compliance with legislative, regulatory and judicial mandates, regulations and professional standards;
• Prepares budget materials for the City Manager, the executive management team, and City Council meetings; participates in budget hearings; prepares and makes presentations and responds to questions concerning previous and proposed budget detail, trends and projections; recommends mid-year adjustments and approaches to balancing budgets;
• Supervises professional, technical and/or support staff; recommends the appointment of personnel; provides or coordinates staff training; conducts performance evaluations; implements discipline procedures as required; maintains discipline and high standards necessary for the efficient and professional operation of the division;
• Conducts performance audits as directed by the City Manager;
• Administers the City's Cal-card program; provides training to City staff on proper utilization of the Cal-card; maintains and updates listing of approved Cal-card users and submits annual report to the City Council;
• Plans, organizes, and directs the activities related to the administration of the City's Capital Improvement Plan (CIP);
• Performs other duties related to the operation of the department and the City including additional duties that enable the department and City to meet the diverse needs of its community.

EDUCATION AND EXPERIENCE:

Any combination of experience and education that would likely produce the qualifying knowledge and ability. A typical combination is:

Education

• A Bachelor's Degree in accounting, finance, business administration, economics, public administration, or related field is required; a Masters degree or CGFM (Certified Government Financial Manager) is highly desirable.

Experience

• Seven (7) years of increasingly responsible professional work experience in financial management operations, four (4) years of which shall have been in a supervisory capacity. Experience in banking, financial services or related field is highly desirable.