What are the responsibilities and job description for the Budget Analyst position at City of Portsmouth?
GENERAL STATEMENT OF JOB
Under general supervision, this position establishes and manages the City’s budget process, policies and practices to include strategic initiatives and programs. Reports to the Budget Officer.
ESSENTIAL JOB FUNCTIONS
Initiates, coordinates, and leads efforts to develop the annual operating budget; coordinates with departments to develop budget submissions in accordance with the annual budget preparation instructions; reviews, monitors and analyzes budgetary requests; makes recommendations as appropriate; monitors and evaluates compliance with budgetary restrictions.
Forecasts future expenditures and evaluates economic status, trends, opportunities, and plans that may affect the City’s ability to fund programs and projects. Maintains communications with different departments and makes recommendations for budget management.
Assesses the financial implication of budget development and budget execution, application and compliance with various funding sources; develops and recommends alternative funding solutions; briefs on department budget submissions and makes recommendations concerning funding levels during budget hearings; responds to inquires; and coordinates the publication of the various budget documents and on-line information.
Serves as the primary point of contact for GovMax; maintains and updates information in GovMax; and provides training on various budgetary systems and issues.
Reviews, prepares, and maintains various financial reports and records. Assists with writing detailed study and analysis reports with recommendations on a variety of budget and funding issues; and develops reports and correspondence for city management. Performs related tasks as necessary such as developing budget and financial policies and serving on budget-related committees.
Performs other duties as assigned. Individual assignments will be determined by supervisor based on current workload and department needs.
PERFORMANCE INDICATORS
Knowledge of Job: Has comprehensive knowledge of general budget, cost and accounting as they related to the principles, procedures, techniques and terminology of municipal government. Has thorough knowledge of specific budget processes for operating and capital budgets. Has thorough knowledge of the functions and operations of municipal agencies. Has thorough knowledge of federal and state grant programs, grant writing principles and processes and ability to organize the department’s resources for optimum performance under grant provisions. Has thorough knowledge of strategic planning principles and theories to forecast future needs based on current departmental requirements and budget constraints. Has thorough knowledge of the principles and processes for providing customer service. This includes setting and meeting quality standards for services, and evaluation of customer satisfaction. Is able to use common office machines. Is able to compile technical information from a variety of sources and prepare clear and concise reports. Is able to exercise considerable initiative and independent judgment in analyzing and applying standards to a variety of situations. Is able to establish and maintain effective working relationships as necessitated by work assignments.
Quality of Work: Maintains high standards of accuracy in exercising duties and responsibilities. Exercises immediate remedial action to correct any quality deficiencies that occur in areas of responsibility. Maintains high quality communication and interacts within department and division, and with co- workers and the general public.
Quantity of Work: Maintains effective and efficient output of all duties and responsibilities as described under "Essential Job Functions."
Dependability: Assumes responsibility for doing assigned work and meeting deadlines. Completes assigned work on or before deadlines in accordance with directives, city policy, standards and prescribed procedures. Accepts accountability for meeting assigned responsibilities in the technical, human and conceptual areas.
Attendance: Attends work regularly and adheres to city policies and procedures regarding absences and tardiness. Provides adequate notice to higher management with respect to vacation time and time- off requests.
Initiative and Enthusiasm: Maintains an enthusiastic, self-reliant and self-starting approach to meet job responsibilities and accountabilities. Strives to anticipate work to be done and initiates proper and acceptable direction for completion of work with a minimum of supervision and instruction.
Judgment: Exercises analytical judgment in areas of responsibility. Identifies problems or situations as they occur and specifies decision objectives. Identifies or assists in identifying alternative solutions to problems or situations. Implements decisions in accordance with prescribed and effective policies and procedures and with a minimum of errors. Seeks expert or experienced advice and researches problems, situations and alternatives before exercising judgment.
Cooperation: Accepts supervisory instruction and direction and strives to meet the goals and objectives of same. Questions such instruction and direction when clarification of results or consequences are justified, i.e., poor communications, variance with city policy or procedures, etc. Offers suggestions and recommendations to encourage and improve cooperation between all staff persons within the department.
Relationships with Others: Shares knowledge with supervisors and team for mutual and departmental benefit. Contributes to maintaining high morale among all department employees. Develops and maintains cooperative and courteous relationships with department employees, staffers and managers in other departments, representatives from organizations, and the general public so as to maintain good will toward the department and project a good departmental image. Tactfully and effectively handles requests, suggestions and complaints from other departments and persons in order to maintain good will within the city. Interacts effectively with fellow employees, program clients, professionals and the general public.
Coordination of Work: Plans and organizes daily work routine. Establishes priorities for the completion of work in accordance with sound time-management methodology. Avoids duplication of effort. Estimates expected time of completion of elements of work and establish a personal schedule accordingly. Attends meetings, planning sessions and discussions on time. Implements work activity in accordance with priorities and estimated schedules. Maintains a calendar for meetings, deadlines and events.
Safety and Housekeeping: Adheres to all safety and housekeeping standards established by the city and various regulatory agencies. Sees that the standards are not violated. Maintains a clean and orderly workplace.
Policy Implementation: Has a clear and comprehensive understanding of city policies regarding the division, department, and city function. Adheres to those policies in the discharge of duties and responsibilities
EDUCATION & EXPERIENCE
Requires a Bachelor’s Degree from an accredited college or university in Business, Public, Finance, Economics or a related field and 3-5 years of related work experience or a related field or an equivalent combination of education and experience providing the required knowledge, skills and abilities. Must have demonstrated experience with GovMax.
SPECIAL REQUIREMENTS
An acceptable general background check to include a local and state criminal history check.
Physical Requirements: Must be physically able to operate a variety of computer and software budget and financial programs and presentation tools, automated office machines which include computer, adding machine, calculators, copiers, facsimile machines, telephones, etc. Must be able to exert up to 20 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Sedentary Work involves sitting most of the time, but may involve walking or standing for periods of time.
Data Conception: Requires the ability to compare and/or judge the readily observable, functional, structural, or compositional characteristics (whether similar to or divergent from obvious standards) of data, people or things.
Interpersonal Communications: Requires the ability of speaking and/or signaling people to convey or exchange information. Includes giving assignments and/or directions to staff and team members. Requires the ability to receive instructions from immediate supervisor.
Language Ability: Requires the ability to read a variety of informational documents, budget summaries, annual audits, budget worksheets, minutes, and related departmental records and reports. Requires the ability to prepare and analyze, budget ordinances, complex budgets, outcome/effectiveness evaluation methods, revenue projections, assessed valuation projections, tax rate projections, fund balance projections, revenue and expense reports, and various related financial and budgetary forecasting tools, using prescribed formats. Must be able to speak before varying audiences with poise, voice control and confidence.
Intelligence: Requires the ability to apply principles of logical or scientific thinking to define problems, collect data, establish facts, and draw valid conclusions; to interpret an extensive variety of technical instructions in mathematical or diagrammatical form; deal with several abstract and concrete variables.
Verbal Aptitude: Requires the ability to record and deliver information, to explain procedures, to follow oral and written instructions. Must be able to use and interpret various legal and government accounting terminology and language.
Numerical Aptitude: Requires the ability to utilize mathematical formulas, to add and subtract totals; to multiply and divide; to determine percentages and decimals; to utilize basic systems of algebra; statistical theories and inference; and to utilize present value/future value concepts.
Form/Spatial Aptitude: Requires the ability to inspect items for proper length, width and shape.
Motor Coordination: Requires the ability to coordinate hands and eyes rapidly and accurately in using automated office equipment.
Manual Dexterity: Requires the ability to handle a variety of items, office equipment, control knobs, switches, etc. Must have minimal levels of eye/hand/foot coordination.
Color Discrimination: Does not require the ability to differentiate between colors and shades of color.
Interpersonal Temperament: Requires the ability to deal with people beyond giving and receiving instructions. Must be adaptable to performing under minimal levels of stress when confronted with persons acting under stress.
Physical Communication: Requires the ability to talk and/or hear: (talking - expressing or exchanging ideas by means of spoken words; hearing - perceiving nature of sounds by ear).
Data Conception: Requires the ability to compare and/or judge the readily observable, functional, structural, or compositional characteristics (whether similar to or divergent from obvious standards) of data, people or things.
Interpersonal Communications: Requires the ability of speaking and/or signaling people to convey or exchange information. Includes giving assignments and/or directions to staff and team members. Requires the ability to receive instructions from immediate supervisor.
Language Ability: Requires the ability to read a variety of informational documents, budget summaries, annual audits, budget worksheets, minutes, and related departmental records and reports. Requires the ability to prepare and analyze, budget ordinances, complex budgets, outcome/effectiveness evaluation methods, revenue projections, assessed valuation projections, tax rate projections, fund balance projections, revenue and expense reports, and various related financial and budgetary forecasting tools, using prescribed formats. Must be able to speak before varying audiences with poise, voice control and confidence.
Intelligence: Requires the ability to apply principles of logical or scientific thinking to define problems, collect data, establish facts, and draw valid conclusions; to interpret an extensive variety of technical instructions in mathematical or diagrammatical form; deal with several abstract and concrete variables.
Verbal Aptitude: Requires the ability to record and deliver information, to explain procedures, to follow oral and written instructions. Must be able to use and interpret various legal and government accounting terminology and language.
Numerical Aptitude: Requires the ability to utilize mathematical formulas, to add and subtract totals; to multiply and divide; to determine percentages and decimals; to utilize basic systems of algebra; statistical theories and inference; and to utilize present value/future value concepts.
Form/Spatial Aptitude: Requires the ability to inspect items for proper length, width and shape.
Motor Coordination: Requires the ability to coordinate hands and eyes rapidly and accurately in using automated office equipment.
Manual Dexterity: Requires the ability to handle a variety of items, office equipment, control knobs, switches, etc. Must have minimal levels of eye/hand/foot coordination.
Color Discrimination: Does not require the ability to differentiate between colors and shades of color.
Interpersonal Temperament: Requires the ability to deal with people beyond giving and receiving instructions. Must be adaptable to performing under minimal levels of stress when confronted with persons acting under stress.
Physical Communication: Requires the ability to talk and/or hear: (talking - expressing or exchanging ideas by means of spoken words; hearing - perceiving nature of sounds by ear).
AMERICANS WITH DISABILITIES ACT (ADA) REQUIREMENTS |
The City of Portsmouth is an Equal Opportunity Employer. ADA requires the City to provide reasonable accommodations to qualified individuals with disabilities. Prospective and current employees are invited to discuss accommodations. |
This is a class description and not an individual position description. A class specification defines the general character and scope of duties and responsibilities of all positions in a job classification, but is not intended to describe and does not necessarily list the essential job functions for a given position in a classification. |
FLSA Status: Exempt
EEO Cat: 2
Pay Grade: 30
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