Finance Budget Analyst

Finance Budget Analyst
Town of Erie
 Erie, Colorado
Job Description

Why work for the Town of Erie? The reasons people call Colorado home often include a passion for the outdoors, a diverse and dynamic community and the contemporary pace of life that appeals to all ages! As you'll soon discover, the Town of Erie offers the best of all of these and without a doubt is one of the top places to consider when making your next career move. With majestic mountain views and progressive civic vision, we provide a genuine small-town feel with modern amenities. Residents enjoy a high quality of life. Town employees have been instrumental in creating what Erie is today and continue to shape what it will be in the future. Erie has established an outstanding reputation for quality and excellent customer service. The Town is committed to building a community where diversity, equity and inclusion are built into the foundation of the resident experience. Each individual employee contribution is what makes that possible. We invite you to join our team today!

Hybrid Vision Statement: We recognize the unique demands and requirements for each position within the Town. We also recognize that each department recruits from a specific subset of the workforce and, in an effort to recruit and retain top talent, we support a hybrid workforce wherein each director sets the requirements for their own department’s varied positions. As a leadership team, we value flexibility and work/life balance. We also value in-person connection, responsiveness, proactive communication. Our commitment to a connected hybrid model upholds the pillars of social, environmental, and economic innovation and progress in municipal government.

What you will be doing: Under limited direction, this position supports a range of core Finance Department activities, including the development of the annual budget, Capital Improvement Plan, and the implementation of oversight and monitoring activities for the current year budget as well as certain closeout activities for the prior year budget.

Summary of Duties

  • Provides technical assistance to managers on cost analysis, budget preparation and budget allocation.
  • Conducts comprehensive research and statistical analyses of caseload standards and operating budgets to analyze trends and assess budget needs.
  • Prepares trend and budget projections to assist Finance Manager in developing both short and long-range forecasts.
  • Consolidates and summarizes data and prepares budget schedules, footnote reports, and budget narratives for budget appropriations, expenditures and projections. Completes annual budget schedules and makes necessary adjustments within each. Reviews significant transactions to monitor budget against actual expenditures.
  • Listen to and support the evaluation and/or implementation of recommendations for each department's operating and capital needs.
  • Prepare information about funding options and budget constraints for Finance Department staff to present to key advisory, staff, and legislative bodies.
  • Provide support, analysis, reporting, communication, presentation, budget and policy advice, and budget development to departments, as needed.
  • May serve as the budget analyst to one or more departments involving additional time spent with the customer department's staff, attending executive meetings, providing policy guidance, and preparing the department's major budget reports, requests, and other documentation.
  • Partners with department budget staff to facilitate budget analysis and ensures accuracy of analysis
  • Assist Finance Manager in reconciling, reviewing position changes to ensure proper position control pursuant to the approved Budget.
  • Use a range of financial analysis tools and best practices used by local governments.
  • Support design and production of the Operating Budget, Capital Improvement Plan and Long-range forecast documents.
  • Support innovative practices and solutions for improved strategic and transparent budgeting.
  • Communicate effectively and appropriately, including the communication of sensitive information, in internal town and public meetings.
  • Prepare numerous complex spreadsheets; extensively use the town’s online budgeting software system; apply various data gathering and interpretation techniques.
  • Research comparative economic, financial and performance data from peer cities and organizations.
  • Author reports, agenda items, Board of Trustees study session material, minutes from such meetings, presentations, monthly financial reports, and other documents that will become public domain materials.
  • Evaluate policy questions from town decision makers, complying with necessary timelines, levels of effort, and approaches to analysis that are sensitive to the context of the policy question.
  • Support senior staff in the Finance Department with the collection, analysis and communication of varied financial and management data and information.
  • Collaborate at a high level with other town staff in gathering financial and management information, including program objectives, costs, revenue sources, and performance measures.
  • Communicate technical and analytical information in a manner that is understandable and useful to decision makers and the public.
  • Communicate with exceptional written and verbal skills.

Minimum Qualifications

  • Bachelor's degree in Business Administration, Finance, Accounting, Public Administration, or a related field, plus a minimum of three years administrative, budgetary, accounting and financial experience in a governmental setting, or an equivalent combination of education and experience. Demonstrated experience using analytical, quantitative, and problem-solving skills. Demonstrated ability to use computers in administrative, accounting and financial capabilities.

Knowledge, Skills & Abilities Required

  • Knowledge of: Knowledge of Microsoft Word, Excel, and PowerPoint. Knowledge and experience using spreadsheets, databases and querying tools for report writing and analysis. Knowledge and experience using business and financial systems. Knowledge of municipal budgeting process and generally accepted accounting principles.

Skills in:

  • Excellent written and verbal communication skills; financial analysis; reporting; spreadsheet/database management; math

Environmental Factors:

  • Work is performed in a standard office environment. Frequent to constant use of a personal computer. Work may involve competing demands, performing multiple tasks, working to deadlines.

Physical Factors:

  • While performing the duties of this job, the employee is frequently required to sit for extended periods of time and occasionally lift storage boxes of 20lbs or more.

Town of Erie Benefits:

The Town of Erie offers a comprehensive benefit package and pays a major portion of the employee premium to make these benefits more affordable for you. Coverage of these benefits begin the 1st of the month following date of hire for benefited employees regularly working an average of 30 hours per week. Each year you will have the option of changing your elections through open enrollment.

Designated full time employees are eligible for the following benefits:

  • Robust Medical, Dental and Vision plans including spouse, domestic partner and family coverage options
  • 40 hours of Paid Time off to each new employee upon hire
  • Supplemental Accident, Critical Illness and Hospital Plans
  • Employer paid Basic Life/AD&D
  • Voluntary Life/AD&D
  • Employer paid Short Term Disability
  • Employer paid Long Term Disability
  • Employer paid Employee Assistance Program
  • Retirement plan with a 5% employer match and immediate 100% vesting in your deferral contributions AND employer contributions
  • 3 ½ Weeks of Paid Time Off per year (increases with years of service)
  • 14 Paid Holidays
  • Twenty-Four (24) Hours of Paid Volunteer Leave
  • Robust extended sick leave and family sick leave program including parental leave for birth and bonding
  • Option to “sell back” PTO after two years of continuous employment
  • Employer sponsored wellness program, including employee-based fitness classes
  • Education reimbursement up to $2,000 per year
  • Free membership to the Erie Community Center
  • Half-off charging at town-owned EV charging stations
  • Pet Insurance
  • Employee Discount Program through Benefits Hub

EEOC Statement:

The Town is dedicated to the principles of equal employment opportunity in any term, condition or privilege of employment. Applicants, employees and former employees are protected from employment discrimination based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age (40 or older), disability and genetic information (including family medical history), veteran status, marital status or any other status protected by federal, state or local law. This prohibition includes unlawful harassment or discrimination based on any of these protected classes. Unlawful harassment includes verbal or physical conduct, which has the purpose or effect of substantially interfering with an individual’s work performance or creating a severe, intimidating, hostile or offensive work environment. This provision applies to all employees, including directors, supervisors, co-workers, and non-employees such as residents, members of all boards and task force groups, contractors, vendors, consultants, etc.